Investment advisers
44,603 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 18551 | Amy T. Sharp, Cfp, Llc CRD 285405 | Insurance-Affiliated · Boutique (under $100M) | $62.4M | 121 | 228 | 1 | 03/31/2026 | ☆ | |
| 18552 | Hachiko Financial Usa Corp. CRD 299816 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $62.4M | 35 | 35 | 2 | 03/25/2026 | ☆ |
| 18553 | Northstar Financial Advisors Llc CRD 147108 | Wealth Manager · Boutique (under $100M) | $62.4M | 35 | 54 | 1 | 03/16/2026 | ☆ | |
| 18554 | Henington Group Ria Llc CRD 325208 | Insurance-Affiliated · Boutique (under $100M) | $62.4M | 38 | 141 | 1 | 03/30/2026 | ☆ | |
| 18555 | Clover Partners, L.P. CRD 123716 | Private Fund Manager · Boutique (under $100M) | $62.4M | 1 | 1 | 2 | 03/25/2026 | ☆ | |
| 18556 | Sanders Retirement Planning Llc CRD 333590 | Omaha, NE | Wealth Manager · Boutique (under $100M) | $62.3M | 73 | 281 | 2 | 03/24/2026 | ☆ |
| 18557 | Truehaven Capital, Llc CRD 332005 | Franklin, TN | Wealth Manager · Boutique (under $100M) | $62.3M | 28 | 89 | 2 | 08/12/2026 | ☆ |
| 18558 | B Side Partners, Llc CRD 330652 | Southport, CT | Wealth Manager · Boutique (under $100M) | $62.3M | 25 | 55 | 3 | 04/30/2026 | ☆ |
| 18559 | Amm Accounting Services Inc CRD 113906 | Northbrook, IL | Insurance-Affiliated · Boutique (under $100M) | $62.3M | 113 | 188 | 1 | 03/12/2026 | ☆ |
| 18560 | Pottle Financial Services, Inc CRD 140181 | Pinehurst, NC | Wealth Manager · Boutique (under $100M) | $62.3M | 45 | 124 | 1 | 03/09/2026 | ☆ |
| 18561 | Ogard Capital Markets Research Llc CRD 337959 | Henderson, NV | Mutual Fund / Asset Manager · Boutique (under $100M) | $62.3M | 1 | 1 | 3 | 02/26/2026 | ☆ |
| 18562 | N CRD 131234 | Wealth Manager · Boutique (under $100M) | $62.2M | 60 | 121 | 1 | 02/13/2026 | ☆ | |
| 18563 | Capital Appreciation, Inc. CRD 164544 | Sunrise, FL | Insurance-Affiliated · Boutique (under $100M) | $62.2M | 187 | 333 | 5 | 03/17/2026 | ☆ |
| 18564 | Alchemy Wealth Management Llc CRD 311022 | Wealth Manager · Boutique (under $100M) | $62.2M | 198 | 198 | 2 | 06/10/2026 | ☆ | |
| 18565 | Mal 1 Financial, Llc CRD 311430 | Lakeway, TX | Insurance-Affiliated · Boutique (under $100M) | $62.2M | 99 | 307 | 1 | 03/24/2026 | ☆ |
| 18566 | Birch Wealth, Inc. CRD 304727 | Rome, NY | Wealth Manager · Boutique (under $100M) | $62.1M | 176 | 422 | 3 | 05/14/2026 | ☆ |
| 18567 | Bankshop, Llc CRD 306387 | Miami, FL | Wealth Manager · Boutique (under $100M) | $62.1M | 240 | 240 | 3 | 06/11/2026 | ☆ |
| 18568 | Harwood Investment Strategies, L.L.C. CRD 135383 | Monroe, MI | Wealth Manager · Boutique (under $100M) | $62.1M | 130 | 212 | 2 | 03/26/2026 | ☆ |
| 18569 | Melonakis, Lefteri (Nmn) CRD 111930 | Wealth Manager · Boutique (under $100M) | $62.1M | 91 | 91 | 1 | 05/28/2026 | ☆ | |
| 18570 | Sherow Management, Llc CRD 169199 | Private Fund Manager · Boutique (under $100M) | $62.1M | 2 | 2 | 1 | 03/24/2026 | ☆ | |
| 18571 | Ga Pincus Funds, Llc CRD 281844 | Wealth Manager · Boutique (under $100M) | $62.1M | 150 | 266 | 1 | 03/18/2026 | ☆ | |
| 18572 | Torma Capital Llp CRD 334848 | London | Endowment & Foundation Advisor · Boutique (under $100M) | $62.1M | 3 | 3 | 5 | 05/20/2026 | ☆ |
| 18573 | Castle Wealth Group Investments Llc CRD 318990 | Brighton, MI | Insurance-Affiliated · Boutique (under $100M) | $62.1M | 96 | 229 | 1 | 01/30/2026 | ☆ |
| 18574 | Blackhawk Wealth Advisors CRD 132251 | Danville, CA | Wealth Manager · Boutique (under $100M) | $62.1M | 59 | 63 | 1 | 05/13/2026 | ☆ |
| 18575 | Statera Financial, Llc CRD 304957 | Walpole, MA | Wealth Manager · Boutique (under $100M) | $62.1M | 301 | 304 | 3 | 02/11/2026 | ☆ |
| 18576 | Reinking Consulting Inc CRD 128457 | Wealth Manager · Boutique (under $100M) | $62.1M | 83 | 163 | 2 | 04/29/2024 | ☆ | |
| 18577 | Everest Financial Advisors, Llc CRD 152866 | Cooper City, FL | Wealth Manager · Boutique (under $100M) | $62.1M | 226 | 479 | 2 | 01/22/2026 | ☆ |
| 18578 | Beacon Financial Planning, Llc CRD 121462 | Logan, UT | Wealth Manager · Boutique (under $100M) | $62.1M | 126 | 397 | 6 | 06/12/2025 | ☆ |
| 18579 | Crafted Wealth Management, Llc CRD 282090 | Wealth Manager · Boutique (under $100M) | $62.1M | 53 | 310 | 2 | 03/30/2026 | ☆ | |
| 18580 | Kendall Wealth Llc CRD 113901 | Cambridge, MA | Wealth Manager · Boutique (under $100M) | $62.0M | 32 | 94 | 3 | 03/03/2026 | ☆ |
| 18581 | Inflection Retirement Services, Inc. CRD 312680 | Westlake Village, CA | Insurance-Affiliated · Boutique (under $100M) | $62.0M | 37 | 37 | 4 | 03/22/2026 | ☆ |
| 18582 | Martula, David T. CRD 128824 | Wealth Manager · Boutique (under $100M) | $62.0M | 21 | 33 | 1 | 03/24/2026 | ☆ | |
| 18583 | Martin Financial Management, Llc CRD 123097 | Wealth Manager · Boutique (under $100M) | $62.0M | 32 | 194 | 1 | 01/06/2026 | ☆ | |
| 18584 | Castinado Wealth Strategies, Llc CRD 316112 | Omaha, NE | Wealth Manager · Boutique (under $100M) | $62.0M | 133 | 221 | 2 | 01/26/2026 | ☆ |
| 18585 | Hyams Investments, Inc. CRD 121932 | Wealth Manager · Boutique (under $100M) | $62.0M | 22 | 48 | 1 | 03/26/2026 | ☆ | |
| 18586 | Exhale Wealth Management, Llc CRD 319219 | Wealth Manager · Boutique (under $100M) | $62.0M | 63 | 199 | 2 | 03/26/2026 | ☆ | |
| 18587 | Focus Youniversity, Llc CRD 155690 | Redwood City, CA | Wealth Manager · Boutique (under $100M) | $61.9M | 74 | 212 | 1 | 04/08/2026 | ☆ |
| 18588 | Safe Harbor Financial Planning & Investment Advisory, Llc CRD 151810 | Statesboro, GA | Wealth Manager · Boutique (under $100M) | $61.9M | 79 | 190 | 1 | 02/24/2026 | ☆ |
| 18589 | D. Mattersdorff Llc CRD 134150 | Lake Oswego, OR | Wealth Manager · Boutique (under $100M) | $61.9M | 16 | 57 | 1 | 03/27/2026 | ☆ |
| 18590 | Eddy Financial, Llc CRD 290208 | Santa Monica, CA | Wealth Manager · Boutique (under $100M) | $61.9M | 45 | 99 | 2 | 03/16/2026 | ☆ |
| 18591 | Integrity Wealth Management Llc CRD 301088 | Wealth Manager · Boutique (under $100M) | $61.9M | 27 | 126 | 4 | 03/31/2026 | ☆ | |
| 18592 | Apple & Company, Inc. CRD 142298 | Wealth Manager · Boutique (under $100M) | $61.8M | 86 | 194 | 1 | 08/05/2026 | ☆ | |
| 18593 | Deramus Wealth Management, Llc CRD 289771 | Plano, TX | Wealth Manager · Boutique (under $100M) | $61.8M | 68 | 69 | 1 | 06/30/2026 | ☆ |
| 18594 | Salient Advisors, L.P. CRD 122833 | Dallas, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $61.8M | 1 | 1 | 95 | 03/31/2026 | ☆ |
| 18595 | Retirement Income Planning Llc CRD 330113 | Madison, WI | Insurance-Affiliated · Boutique (under $100M) | $61.8M | 167 | 385 | 6 | 04/27/2026 | ☆ |
| 18596 | Rcm Robinson Capital Management Llc CRD 112814 | Sacramento, CA | Investment Adviser · Boutique (under $100M) | $61.8M | 9 | 9 | 1 | 03/27/2026 | ☆ |
| 18597 | Moreau Investment Management Co CRD 108574 | Wealth Manager · Boutique (under $100M) | $61.8M | 47 | 47 | 2 | 04/22/2026 | ☆ | |
| 18598 | Freewood Private Wealth Management, Llc CRD 286173 | Wealth Manager · Boutique (under $100M) | $61.8M | 131 | 106 | 1 | 03/03/2026 | ☆ | |
| 18599 | Cultivate Financial Group Llc CRD 288980 | Los Gatos, CA | Wealth Manager · Boutique (under $100M) | $61.7M | 30 | 49 | 1 | 03/19/2026 | ☆ |
| 18600 | Nextgen Wealth, Llc CRD 172128 | Wealth Manager · Boutique (under $100M) | $61.7M | 61 | 184 | 1 | 02/10/2026 | ☆ |