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 |
|---|---|---|---|---|---|---|---|---|---|
| 18751 | Hamrick Financial, Llc CRD 148587 | Wealth Manager · Boutique (under $100M) | $60.0M | 126 | 207 | 1 | 03/20/2026 | ☆ | |
| 18752 | Wesling Financial Planning Services Corp. CRD 141424 | Alexandria, VA | Wealth Manager · Boutique (under $100M) | $60.0M | 61 | 61 | 2 | 03/05/2026 | ☆ |
| 18753 | Dominion Wealth Management, Llc CRD 315417 | Wilmington, NC | Insurance-Affiliated · Boutique (under $100M) | $60.0M | 144 | 235 | 3 | 05/13/2026 | ☆ |
| 18754 | Montebello Avenue Limited Company CRD 287726 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $60.0M | 44 | 171 | 1 | 06/12/2026 | ☆ |
| 18755 | Richmond Quantitative Advisors, Llc CRD 288625 | Mutual Fund / Asset Manager · Boutique (under $100M) | $60.0M | 46 | 84 | 2 | 03/31/2026 | ☆ | |
| 18756 | Sws Advisors, Inc. CRD 120054 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $60.0M | 561 | 570 | 7 | 03/19/2026 | ☆ |
| 18757 | Ard Advisory Services, Llc CRD 318653 | Dublin, OH | Wealth Manager · Boutique (under $100M) | $60.0M | 156 | 340 | 3 | 04/23/2026 | ☆ |
| 18758 | Larson, Orlan Blaine CRD 134604 | Wealth Manager · Boutique (under $100M) | $59.9M | 54 | 97 | 2 | 03/23/2026 | ☆ | |
| 18759 | B1 B Financial Solutions Llc CRD 307249 | Wealth Manager · Boutique (under $100M) | $59.9M | 58 | 124 | 2 | 02/05/2026 | ☆ | |
| 18760 | Collective Wealth Partners, Llc CRD 317519 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $59.9M | 209 | 438 | 6 | 06/19/2026 | ☆ |
| 18761 | N CRD 126165 | Wealth Manager · Boutique (under $100M) | $59.9M | 68 | 240 | 2 | 03/05/2025 | ☆ | |
| 18762 | Rising Tides Financial, Llc CRD 283308 | Wealth Manager · Boutique (under $100M) | $59.9M | 27 | 27 | 1 | 03/31/2026 | ☆ | |
| 18763 | Gessner Wealth Strategies Llc CRD 282667 | Houston, TX | Insurance-Affiliated · Boutique (under $100M) | $59.9M | 39 | 136 | 2 | 02/09/2026 | ☆ |
| 18764 | Liberty Wealth Managers Llc CRD 322131 | New York, NY | Wealth Manager · Boutique (under $100M) | $59.9M | 114 | 122 | 2 | 03/31/2026 | ☆ |
| 18765 | Cwm Partners, Llc CRD 299857 | Multi-Family Office · Boutique (under $100M) | $59.8M | 4 | 15 | 3 | 03/24/2026 | ☆ | |
| 18766 | Syman Degler Group, Llc CRD 295679 | Eugene, OR | Wealth Manager · Boutique (under $100M) | $59.8M | 185 | 602 | 3 | 02/03/2026 | ☆ |
| 18767 | Gagni Asset Management Llc CRD 169527 | San Antonio, TX | Insurance-Affiliated · Boutique (under $100M) | $59.8M | 149 | 274 | 3 | 03/31/2026 | ☆ |
| 18768 | Fleming & Associates, Llc CRD 136620 | San Diego, CA | Insurance-Affiliated · Boutique (under $100M) | $59.8M | 121 | 306 | 1 | 03/18/2026 | ☆ |
| 18769 | Ripley Capital Management, Llc CRD 173919 | Lakeway, TX | Wealth Manager · Boutique (under $100M) | $59.8M | 38 | 69 | 2 | 03/23/2026 | ☆ |
| 18770 | Holzberg Wealth Management, Inc. CRD 166712 | Wealth Manager · Boutique (under $100M) | $59.8M | 61 | 166 | 2 | 02/20/2026 | ☆ | |
| 18771 | East Canyon Capital, Llc CRD 155995 | Private Fund Manager · Boutique (under $100M) | $59.7M | 1 | 1 | 1 | 02/10/2026 | ☆ | |
| 18772 | Quantel Asset Management Llc CRD 311013 | New York, NY | Wealth Manager · Boutique (under $100M) | $59.7M | 134 | 134 | 3 | 07/24/2026 | ☆ |
| 18773 | Asset Strategies,Inc CRD 104512 | Lisle, IL | Wealth Manager · Boutique (under $100M) | $59.7M | 193 | 191 | 7 | 03/26/2026 | ☆ |
| 18774 | Seiler & Associates, Llc CRD 134524 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $59.7M | 64 | 192 | 3 | 03/29/2025 | ☆ |
| 18775 | Stagner Financial Advisory Group, Llc CRD 284305 | Edmond, OK | Wealth Manager · Boutique (under $100M) | $59.7M | 183 | 319 | 4 | 02/26/2026 | ☆ |
| 18776 | Jennifer L. Arps, Inc. CRD 311085 | Kennebunk, ME | Wealth Manager · Boutique (under $100M) | $59.7M | 248 | 376 | 2 | 06/29/2026 | ☆ |
| 18777 | Aep Management Company, Llc. CRD 333539 | San Juan, PR | Private Fund Manager · Boutique (under $100M) | $59.6M | 4 | 4 | 1 | 03/26/2026 | ☆ |
| 18778 | Sygnus Wealth Pr Llc CRD 325576 | Guaynabo, PR | Wealth Manager · Boutique (under $100M) | $59.6M | 54 | 61 | 2 | 03/30/2026 | ☆ |
| 18779 | Schenkelberg Investments, Llc CRD 283281 | Wealth Manager · Boutique (under $100M) | $59.5M | 96 | 304 | 1 | 01/14/2026 | ☆ | |
| 18780 | Highmark, Llc CRD 337564 | Brentwood, TN | Wealth Manager · Boutique (under $100M) | $59.5M | 60 | 185 | 2 | 02/02/2026 | ☆ |
| 18781 | Vega Financial Llc CRD 312036 | Wealth Manager · Boutique (under $100M) | $59.5M | 121 | 121 | 2 | 03/19/2026 | ☆ | |
| 18782 | A V Capital Management, Llc CRD 142599 | Metairie, LA | Wealth Manager · Boutique (under $100M) | $59.5M | 54 | 122 | 2 | 03/02/2026 | ☆ |
| 18783 | Blackfield Capital Management Llc CRD 331774 | Rockville, MD | Wealth Manager · Boutique (under $100M) | $59.5M | 25 | 95 | 2 | 07/17/2026 | ☆ |
| 18784 | Opal Advisory Llc CRD 306042 | Birmingham, AL | Private Fund Manager · Boutique (under $100M) | $59.5M | 9 | 9 | 3 | 03/31/2026 | ☆ |
| 18785 | Mogul Wealth Management, Inc. CRD 144711 | Manhattan Beach, CA | Wealth Manager · Boutique (under $100M) | $59.4M | 148 | 148 | 2 | 03/19/2025 | ☆ |
| 18786 | Guiding Wealth Management, Llc CRD 175242 | Richardson, TX | Wealth Manager · Boutique (under $100M) | $59.4M | 69 | 198 | 3 | 06/16/2026 | ☆ |
| 18787 | Blue Rock Financial Services, Inc. CRD 151566 | Wealth Manager · Boutique (under $100M) | $59.4M | 75 | 206 | 1 | 02/23/2026 | ☆ | |
| 18788 | Spinnaker Financial Group, Llc CRD 165279 | Independence, OH | Wealth Manager · Boutique (under $100M) | $59.4M | 108 | 213 | 1 | 03/18/2026 | ☆ |
| 18789 | Lifegoals Financial Group, Inc. CRD 130082 | Owosso, MI | Wealth Manager · Boutique (under $100M) | $59.4M | 163 | 163 | 1 | 02/16/2026 | ☆ |
| 18790 | Heronwood Capital Llc CRD 290176 | Investment Adviser · Boutique (under $100M) | $59.4M | 25 | 31 | 1 | 03/20/2026 | ☆ | |
| 18791 | Rnb Wealth Management Group, Llc CRD 148994 | Wealth Manager · Boutique (under $100M) | $59.4M | 58 | 119 | 1 | 03/10/2026 | ☆ | |
| 18792 | Redfield, Blonsky & Starinsky, Llc CRD 128714 | Westfield, NJ | Wealth Manager · Boutique (under $100M) | $59.4M | 125 | 182 | 3 | 02/18/2026 | ☆ |
| 18793 | Lasting Legacy Wealth Management, Llc CRD 328107 | Alexandria, VA | Wealth Manager · Boutique (under $100M) | $59.3M | 113 | 258 | 2 | 03/09/2026 | ☆ |
| 18794 | Axion Wealth Advisors Inc. CRD 325396 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $59.3M | 87 | 87 | 3 | 03/06/2026 | ☆ |
| 18795 | Mckelvey Wealth Management, Llc CRD 316506 | Tigard, OR | Wealth Manager · Boutique (under $100M) | $59.3M | 82 | 195 | 1 | 01/22/2026 | ☆ |
| 18796 | N CRD 170061 | Wealth Manager · Boutique (under $100M) | $59.3M | 39 | 69 | 2 | 03/19/2025 | ☆ | |
| 18797 | Munakata Associates Llc CRD 287936 | Wealth Manager · Boutique (under $100M) | $59.2M | 6 | 27 | 1 | 02/12/2026 | ☆ | |
| 18798 | Larson Wealth Management, Llc CRD 168272 | West Bend, WI | Insurance-Affiliated · Boutique (under $100M) | $59.2M | 100 | 291 | 1 | 03/23/2026 | ☆ |
| 18799 | Solic Capital Management, Llc CRD 167475 | Wellington, FL | Private Fund Manager · Boutique (under $100M) | $59.2M | 1 | 1 | 4 | 05/04/2026 | ☆ |
| 18800 | Alsari Wealth Management Global Advisors, Llc CRD 159094 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $59.2M | 73 | 119 | 4 | 03/31/2026 | ☆ |