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 |
|---|---|---|---|---|---|---|---|---|---|
| 18801 | Weisert Wealth Management, Llc CRD 338325 | Wealth Manager · Boutique (under $100M) | $60.4M | 69 | 244 | 1 | 02/02/2026 | ☆ | |
| 18802 | Summit Wealth Strategies Group, Llc CRD 149913 | Wealth Manager · Boutique (under $100M) | $60.4M | 54 | 145 | 1 | 01/29/2026 | ☆ | |
| 18803 | Hwc, Llc CRD 299845 | Manchester Center, VT | Wealth Manager · Boutique (under $100M) | $60.4M | 113 | 310 | 3 | 03/17/2026 | ☆ |
| 18804 | Passage Global Capital Management, Llc CRD 145367 | Bettendorf, IA | Wealth Manager · Boutique (under $100M) | $60.4M | 71 | 156 | 4 | 03/16/2026 | ☆ |
| 18805 | Fwi Wealth Management Llc CRD 168903 | Wealth Manager · Boutique (under $100M) | $60.4M | 23 | 94 | 1 | 03/24/2026 | ☆ | |
| 18806 | Nfi, Llc CRD 136742 | Seven Fields, PA | Insurance-Affiliated · Boutique (under $100M) | $60.4M | 134 | 327 | 2 | 02/25/2026 | ☆ |
| 18807 | Finansense, Inc. CRD 124214 | Wealth Manager · Boutique (under $100M) | $60.4M | 79 | 61 | 2 | 09/14/2026 | ☆ | |
| 18808 | Leif Clarke Wealth Management, Inc. CRD 146369 | Ashland, KY | Wealth Manager · Boutique (under $100M) | $60.3M | 164 | 164 | 1 | 06/16/2026 | ☆ |
| 18809 | Davinci Capital Management Inc. CRD 46897 | Cambridge, MA | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $60.3M | 102 | 102 | 4 | 08/03/2026 | ☆ |
| 18810 | Centralis Capital Llc CRD 305897 | Prairie Village, KS | Private Fund Manager · Boutique (under $100M) | $60.3M | 1 | 1 | 2 | 12/04/2025 | ☆ |
| 18811 | The Retirement Planners, Usa, Llc CRD 152870 | Pensacola, FL | Wealth Manager · Boutique (under $100M) | $60.3M | 234 | 401 | 2 | 06/22/2026 | ☆ |
| 18812 | Onplane Financial Advisors Llc CRD 300073 | Wealth Manager · Boutique (under $100M) | $60.3M | 39 | 142 | 1 | 03/31/2026 | ☆ | |
| 18813 | Mjb Financial Planning, Llc CRD 141373 | Lincoln, NE | Wealth Manager · Boutique (under $100M) | $60.2M | 25 | 120 | 2 | 03/10/2026 | ☆ |
| 18814 | Prescott Investor Services, Inc. CRD 114468 | Prescott, AZ | Insurance-Affiliated · Boutique (under $100M) | $60.2M | 76 | 78 | 1 | 03/23/2026 | ☆ |
| 18815 | Gray Oak Capital Management, Llc CRD 293681 | Greenwich, CT | Investment Adviser · Boutique (under $100M) | $60.2M | 1 | 9 | 4 | 03/31/2026 | ☆ |
| 18816 | Nichols, James William CRD 121108 | Wealth Manager · Boutique (under $100M) | $60.2M | 38 | 38 | 1 | 03/09/2026 | ☆ | |
| 18817 | Fortitude Financial Planning Llc CRD 309750 | Wealth Manager · Boutique (under $100M) | $60.2M | 54 | 198 | 2 | 02/09/2026 | ☆ | |
| 18818 | Blackstone Real Estate Advisors V L.P. CRD 138208 | New York, NY | Private Fund Manager · Boutique (under $100M) | $60.2M | 4 | 4 | 374 | 09/08/2026 | ☆ |
| 18819 | Goldiron Gp Llc CRD 285239 | New York, NY | Private Fund Manager · Boutique (under $100M) | $60.2M | 1 | 1 | 1 | 03/11/2026 | ☆ |
| 18820 | Great Lakes Investment Management, Llc CRD 286157 | Cleveland, OH | Wealth Manager · Boutique (under $100M) | $60.1M | 152 | 288 | 4 | 07/13/2026 | ☆ |
| 18821 | Fairway Asset Management, Inc. CRD 142038 | San Ramon, CA | Insurance-Affiliated · Boutique (under $100M) | $60.1M | 68 | 166 | 1 | 06/01/2026 | ☆ |
| 18822 | R & R Financial Planners, Inc. CRD 113291 | East Meadow, NY | Insurance-Affiliated · Boutique (under $100M) | $60.1M | 232 | 232 | 3 | 08/21/2026 | ☆ |
| 18823 | Triathlon Partners Llc CRD 329350 | Insurance-Affiliated · Boutique (under $100M) | $60.1M | 30 | 60 | 1 | 09/16/2026 | ☆ | |
| 18824 | Van Nostrand Wealth Management Llc CRD 304200 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $60.1M | 50 | 153 | 3 | 04/29/2026 | ☆ |
| 18825 | Wealth Ambassadors, Llc CRD 163270 | Lake St. Louis, MO | Insurance-Affiliated · Boutique (under $100M) | $60.1M | 203 | 588 | 1 | 03/06/2026 | ☆ |
| 18826 | Retire Right Wealth Management, Llc CRD 324285 | Mason, OH | Wealth Manager · Boutique (under $100M) | $60.0M | 145 | 529 | 5 | 03/24/2026 | ☆ |
| 18827 | Premier Capital Management, Llc CRD 282344 | Woodbury, MN | Insurance-Affiliated · Boutique (under $100M) | $60.0M | 142 | 462 | 1 | 01/30/2026 | ☆ |
| 18828 | Canon Asset Management Advisory, Llc CRD 308833 | Paradise Valley, AZ | Wealth Manager · Boutique (under $100M) | $60.0M | 36 | 36 | 1 | 04/30/2026 | ☆ |
| 18829 | Mustang Capital Management, Llc. CRD 124421 | Wealth Manager · Boutique (under $100M) | $60.0M | 22 | 55 | 1 | 03/27/2026 | ☆ | |
| 18830 | Md Wealth Partners Inc. CRD 159131 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $60.0M | 84 | 221 | 2 | 03/19/2026 | ☆ |
| 18831 | Cameron Advisors, Llc CRD 154815 | Wealth Manager · Boutique (under $100M) | $60.0M | 60 | 60 | 1 | 07/31/2026 | ☆ | |
| 18832 | Earl D. Crinite, Ltd. CRD 122971 | Las Vegas, NV | Insurance-Affiliated · Boutique (under $100M) | $60.0M | 405 | 249 | 1 | 03/11/2026 | ☆ |
| 18833 | Embarcadero Capital Advisors, Inc. CRD 329285 | Laguna Hills, CA | Wealth Manager · Boutique (under $100M) | $60.0M | 250 | 250 | 1 | 08/28/2026 | ☆ |
| 18834 | Forest Park Capital Llc CRD 337308 | O Fallon, MO | Wealth Manager · Boutique (under $100M) | $60.0M | 110 | 220 | 3 | 08/14/2026 | ☆ |
| 18835 | Four Peaks Planning And Investments Llc CRD 305739 | Gilbert, AZ | Wealth Manager · Boutique (under $100M) | $60.0M | 376 | 391 | 1 | 03/27/2026 | ☆ |
| 18836 | Hunter Capital Management Inc. CRD 116323 | Wealth Manager · Boutique (under $100M) | $60.0M | 36 | 59 | 1 | 02/18/2026 | ☆ | |
| 18837 | S Squared Wealth Management Llc CRD 173297 | Montville, NJ | Insurance-Affiliated · Boutique (under $100M) | $60.0M | 60 | 112 | 2 | 02/26/2026 | ☆ |
| 18838 | The Viable Group, Inc. CRD 143266 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $60.0M | 305 | 305 | 6 | 04/27/2026 | ☆ |
| 18839 | Vaughn Investment Advisors Inc CRD 111249 | Tustin, CA | Wealth Manager · Boutique (under $100M) | $60.0M | 27 | 75 | 2 | 02/19/2026 | ☆ |
| 18840 | Barzideh & Nadeau Wealth Management Llc CRD 334876 | Barrington, IL | Wealth Manager · Boutique (under $100M) | $60.0M | 93 | 278 | 3 | 03/13/2026 | ☆ |
| 18841 | Hamrick Financial, Llc CRD 148587 | Wealth Manager · Boutique (under $100M) | $60.0M | 126 | 207 | 1 | 03/20/2026 | ☆ | |
| 18842 | Wesling Financial Planning Services Corp. CRD 141424 | Alexandria, VA | Wealth Manager · Boutique (under $100M) | $60.0M | 61 | 61 | 2 | 03/05/2026 | ☆ |
| 18843 | Dominion Wealth Management, Llc CRD 315417 | Wilmington, NC | Insurance-Affiliated · Boutique (under $100M) | $60.0M | 144 | 235 | 3 | 05/13/2026 | ☆ |
| 18844 | Montebello Avenue Limited Company CRD 287726 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $60.0M | 44 | 171 | 1 | 06/12/2026 | ☆ |
| 18845 | Richmond Quantitative Advisors, Llc CRD 288625 | Mutual Fund / Asset Manager · Boutique (under $100M) | $60.0M | 46 | 84 | 2 | 03/31/2026 | ☆ | |
| 18846 | Sws Advisors, Inc. CRD 120054 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $60.0M | 561 | 570 | 7 | 03/19/2026 | ☆ |
| 18847 | Ard Advisory Services, Llc CRD 318653 | Dublin, OH | Wealth Manager · Boutique (under $100M) | $60.0M | 156 | 340 | 3 | 04/23/2026 | ☆ |
| 18848 | Larson, Orlan Blaine CRD 134604 | Wealth Manager · Boutique (under $100M) | $59.9M | 54 | 97 | 2 | 03/23/2026 | ☆ | |
| 18849 | B1 B Financial Solutions Llc CRD 307249 | Wealth Manager · Boutique (under $100M) | $59.9M | 58 | 124 | 2 | 02/05/2026 | ☆ | |
| 18850 | Collective Wealth Partners, Llc CRD 317519 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $59.9M | 209 | 438 | 6 | 06/19/2026 | ☆ |