Investment advisers
45,163 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 | Anchor Capital Management, Llc CRD 124600 | Ithaca, NY | Wealth Manager · Boutique (under $100M) | $61.2M | 70 | 70 | 3 | 04/15/2026 | ☆ |
| 18752 | John T. Mccarthy, Llc CRD 119933 | Wealth Manager · Boutique (under $100M) | $61.1M | 155 | 155 | 1 | 02/27/2026 | ☆ | |
| 18753 | Richmark Private Wealth Management, Llc CRD 290854 | Frankenmuth, MI | Wealth Manager · Boutique (under $100M) | $61.1M | 377 | 388 | 6 | 03/27/2026 | ☆ |
| 18754 | Mfa Wealth Inc. CRD 305410 | Wealth Manager · Boutique (under $100M) | $61.1M | 55 | 121 | 4 | 06/09/2026 | ☆ | |
| 18755 | Rjg Financial, Llc. CRD 114799 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $61.0M | 62 | 255 | 1 | 03/04/2026 | ☆ |
| 18756 | Bayrock Financial, L.L.C. CRD 305467 | Wealth Manager · Boutique (under $100M) | $61.0M | 154 | 259 | 2 | 05/11/2026 | ☆ | |
| 18757 | Crystal Coast Wealth Advisors Llc CRD 336337 | Cadillac, MI | Wealth Manager · Boutique (under $100M) | $61.0M | 69 | 243 | 2 | 09/03/2026 | ☆ |
| 18758 | G.B. Allen Associates, Inc. CRD 112737 | Montvale, NJ | Wealth Manager · Boutique (under $100M) | $61.0M | 35 | 35 | 2 | 03/11/2026 | ☆ |
| 18759 | Legacy Investment Advisors Llc CRD 317847 | Wyandotte, MI | Wealth Manager · Boutique (under $100M) | $61.0M | 492 | 492 | 2 | 03/27/2026 | ☆ |
| 18760 | Matchpoint Capital Management, Llc CRD 148920 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $61.0M | 35 | 38 | 1 | 03/19/2026 | ☆ |
| 18761 | Red Triangle, Llc CRD 147700 | Mt. Pleasant, SC | Wealth Manager · Boutique (under $100M) | $61.0M | 164 | 282 | 3 | 03/30/2026 | ☆ |
| 18762 | The Chad Golseth Agency, Inc CRD 337228 | Colleyville, TX | Insurance-Affiliated · Boutique (under $100M) | $61.0M | 167 | 394 | 5 | 08/20/2026 | ☆ |
| 18763 | Wissahickon Wealth Management Llc CRD 289008 | Philadelphia, PA | Wealth Manager · Boutique (under $100M) | $61.0M | 110 | 110 | 2 | 03/30/2026 | ☆ |
| 18764 | Forem Investments Llc CRD 169636 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $61.0M | 48 | 45 | 2 | 03/10/2026 | ☆ |
| 18765 | Rail Splitter Capital Advisers, Llc CRD 338780 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $61.0M | 3 | 3 | 3 | 03/30/2026 | ☆ |
| 18766 | Forward Investment Advisors, Inc. CRD 106143 | Madison, WI | Wealth Manager · Boutique (under $100M) | $60.9M | 158 | 442 | 1 | 03/17/2026 | ☆ |
| 18767 | C.E.C. Wealth Management, Llc CRD 323751 | Wealth Manager · Boutique (under $100M) | $60.9M | 95 | 272 | 1 | 09/22/2026 | ☆ | |
| 18768 | Iqcio Llc CRD 285435 | New York, NY | Mutual Fund / Asset Manager · Boutique (under $100M) | $60.9M | 4 | 4 | 2 | 03/23/2026 | ☆ |
| 18769 | Gst Management, Llc CRD 290259 | Mutual Fund / Asset Manager · Boutique (under $100M) | $60.9M | 1 | 1 | 1 | 02/06/2026 | ☆ | |
| 18770 | Responsive Financial Group, Inc. CRD 126718 | Wealth Manager · Boutique (under $100M) | $60.9M | 51 | 165 | 1 | 07/30/2026 | ☆ | |
| 18771 | J. Mandwelle Capital Strategies, Llc CRD 166330 | Wealth Manager · Boutique (under $100M) | $60.9M | 143 | 144 | 1 | 02/09/2026 | ☆ | |
| 18772 | Thunderbird Wealth Management, Inc. CRD 292892 | Wealth Manager · Boutique (under $100M) | $60.8M | 156 | 156 | 2 | 03/19/2026 | ☆ | |
| 18773 | Css Capital Advisory Llc CRD 171711 | Miami, FL | Wealth Manager · Boutique (under $100M) | $60.8M | 23 | 23 | 2 | 03/30/2026 | ☆ |
| 18774 | Emerson Partners, Llc CRD 334672 | Wealth Manager · Boutique (under $100M) | $60.8M | 16 | 43 | 1 | 06/02/2026 | ☆ | |
| 18775 | Edgemont Investment Management, Llc CRD 114136 | Wealth Manager · Boutique (under $100M) | $60.8M | 34 | 87 | 1 | 03/23/2026 | ☆ | |
| 18776 | Hillcrest Holdings, Llc CRD 149143 | Wealth Manager · Boutique (under $100M) | $60.7M | 3 | 1 | 03/31/2026 | ☆ | ||
| 18777 | Longevity Wealth Management Llc CRD 320720 | Insurance-Affiliated · Boutique (under $100M) | $60.7M | 62 | 62 | 1 | 03/22/2026 | ☆ | |
| 18778 | Bramble Hill Capital Management, Llc CRD 174929 | Private Fund Manager · Boutique (under $100M) | $60.7M | 1 | 1 | 1 | 01/21/2026 | ☆ | |
| 18779 | Retirement Wealth Management, Llc CRD 310386 | Nutley, NJ | Wealth Manager · Boutique (under $100M) | $60.7M | 86 | 186 | 2 | 02/03/2026 | ☆ |
| 18780 | Steinmetz, Barbara Lynn CRD 115545 | Redwood City, CA | Wealth Manager · Boutique (under $100M) | $60.7M | 29 | 124 | 1 | 01/16/2026 | ☆ |
| 18781 | Daniel Investments, Inc. CRD 124444 | Troy, MI | Wealth Manager · Boutique (under $100M) | $60.7M | 50 | 50 | 1 | 03/30/2026 | ☆ |
| 18782 | Wesban Financial Consultants, P.C. CRD 110531 | Birmingham, AL | Wealth Manager · Boutique (under $100M) | $60.7M | 100 | 279 | 1 | 01/19/2026 | ☆ |
| 18783 | Steward Capital Llc. CRD 283480 | Bellevue, WA | Wealth Manager · Boutique (under $100M) | $60.7M | 31 | 121 | 2 | 03/30/2026 | ☆ |
| 18784 | Rabbanian Financial Planning, Inc. CRD 114395 | Wealth Manager · Boutique (under $100M) | $60.7M | 26 | 139 | 1 | 03/28/2025 | ☆ | |
| 18785 | Blum Capital Management, Llc CRD 316552 | Brainerd, MN | Wealth Manager · Boutique (under $100M) | $60.7M | 238 | 335 | 1 | 02/25/2026 | ☆ |
| 18786 | Capital Asset Advisory, Inc. CRD 125685 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $60.6M | 67 | 163 | 1 | 03/27/2026 | ☆ |
| 18787 | Fair Haven Capital Llc CRD 169986 | Wealth Manager · Boutique (under $100M) | $60.6M | 12 | 41 | 1 | 02/06/2026 | ☆ | |
| 18788 | Advanced Financial Strategists Inc CRD 106463 | Wealth Manager · Boutique (under $100M) | $60.6M | 47 | 47 | 1 | 03/11/2026 | ☆ | |
| 18789 | Fuhrmann Capital Llc CRD 151846 | Indianapolis, IN | Wealth Manager · Boutique (under $100M) | $60.6M | 102 | 245 | 1 | 03/30/2026 | ☆ |
| 18790 | Conexus Capital Management, Llc CRD 284318 | Parker, CO | Wealth Manager · Boutique (under $100M) | $60.6M | 26 | 93 | 2 | 01/30/2026 | ☆ |
| 18791 | Tomasetti Investment Group, Llc CRD 136442 | Needham, MA | Insurance-Affiliated · Boutique (under $100M) | $60.6M | 47 | 177 | 1 | 01/05/2026 | ☆ |
| 18792 | Grayscale Advisors, Llc CRD 314868 | Stamford, CT | Mutual Fund / Asset Manager · Boutique (under $100M) | $60.6M | 8 | 8 | 126 | 08/05/2026 | ☆ |
| 18793 | Stone Pillars Wealth Management, Llc CRD 331308 | Franklin, TN | Wealth Manager · Boutique (under $100M) | $60.6M | 47 | 157 | 4 | 05/06/2026 | ☆ |
| 18794 | Purpose First Financial, Llc CRD 316968 | Grants Pass, OR | Insurance-Affiliated · Boutique (under $100M) | $60.5M | 173 | 426 | 2 | 03/24/2026 | ☆ |
| 18795 | Oswego Private Wealth Management Llc CRD 317174 | Lake Oswego, OR | Wealth Manager · Boutique (under $100M) | $60.5M | 57 | 149 | 1 | 08/21/2026 | ☆ |
| 18796 | Fox & Holland Investing Llc CRD 317363 | Rancho Cucamonga, CA | Wealth Manager · Boutique (under $100M) | $60.5M | 214 | 330 | 2 | 02/18/2026 | ☆ |
| 18797 | Norseman Advisory Group, Inc. CRD 143691 | Newport News, VA | Wealth Manager · Boutique (under $100M) | $60.5M | 142 | 142 | 4 | 07/14/2026 | ☆ |
| 18798 | Lucey Investment Management, Llc CRD 137718 | Wealth Manager · Boutique (under $100M) | $60.5M | 87 | 160 | 1 | 03/31/2026 | ☆ | |
| 18799 | Xstar Fund Management Llc CRD 287601 | Private Fund Manager · Boutique (under $100M) | $60.4M | 3 | 3 | 2 | 03/31/2026 | ☆ | |
| 18800 | Investment Advisors Group, Llc CRD 315769 | Jacksonville, IL | Wealth Manager · Boutique (under $100M) | $60.4M | 265 | 265 | 2 | 06/05/2026 | ☆ |