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 |
|---|---|---|---|---|---|---|---|---|---|
| 18901 | Momentum Financial And Insurance Services Llc CRD 313233 | Insurance-Affiliated · Boutique (under $100M) | $59.1M | 92 | 281 | 1 | 09/02/2026 | ☆ | |
| 18902 | Hillebrand Financial Planning Llc CRD 133235 | Wealth Manager · Boutique (under $100M) | $59.1M | 37 | 174 | 1 | 04/28/2026 | ☆ | |
| 18903 | Tip Group Llc CRD 322053 | Houston, TX | Wealth Manager · Boutique (under $100M) | $59.0M | 372 | 773 | 12 | 09/07/2026 | ☆ |
| 18904 | Equal Voices Wealth Llc CRD 304113 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $59.0M | 79 | 321 | 3 | 09/30/2026 | ☆ |
| 18905 | Heartland Wealth Strategies Llc CRD 299051 | Manhattan, KS | Wealth Manager · Boutique (under $100M) | $59.0M | 174 | 174 | 1 | 03/23/2026 | ☆ |
| 18906 | Caviness Wealth Management, Llc CRD 172091 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $59.0M | 164 | 164 | 1 | 01/30/2026 | ☆ |
| 18907 | Hallgren Financial Llc CRD 285749 | Wealth Manager · Boutique (under $100M) | $59.0M | 20 | 40 | 1 | 02/23/2026 | ☆ | |
| 18908 | Lewis And Associates Capital Advisors, Llc CRD 157971 | Holly Springs, NC | Insurance-Affiliated · Boutique (under $100M) | $59.0M | 50 | 101 | 1 | 02/02/2026 | ☆ |
| 18909 | New Century Partners The No Load Group, Inc. CRD 114509 | Fort Worth, TX | Wealth Manager · Boutique (under $100M) | $59.0M | 205 | 205 | 3 | 02/12/2026 | ☆ |
| 18910 | Riwm, Llc CRD 160536 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $59.0M | 99 | 99 | 3 | 03/25/2026 | ☆ |
| 18911 | Swiss Finance Management International Sa CRD 284408 | Geneva | Wealth Manager · Boutique (under $100M) | $59.0M | 33 | 26 | 8 | 02/12/2026 | ☆ |
| 18912 | Tp3 B Llc CRD 330144 | Cheyenne, WY | Investment Adviser · Boutique (under $100M) | $59.0M | 1 | 2 | 08/14/2026 | ☆ | |
| 18913 | Jones Palmer & Associates Inc CRD 110418 | Wealth Manager · Boutique (under $100M) | $59.0M | 29 | 90 | 2 | 03/26/2026 | ☆ | |
| 18914 | Qts Retirement Services Llc CRD 333799 | Las Vegas, NV | Institutional / Pension Advisor · Boutique (under $100M) | $59.0M | 85 | 111 | 1 | 08/14/2026 | ☆ |
| 18915 | Newpark Wealth Management Llc CRD 286059 | Park City, UT | Wealth Manager · Boutique (under $100M) | $59.0M | 29 | 124 | 1 | 03/31/2026 | ☆ |
| 18916 | Revolution Wealth, Llc CRD 298810 | Chantilly, VA | Wealth Manager · Boutique (under $100M) | $59.0M | 109 | 185 | 3 | 03/26/2026 | ☆ |
| 18917 | Ridgeline Asset Management, Llc CRD 298744 | Wealth Manager · Boutique (under $100M) | $59.0M | 44 | 156 | 2 | 04/16/2026 | ☆ | |
| 18918 | Wilson Wealth Stewardship, Inc. CRD 297725 | Macon, GA | Insurance-Affiliated · Boutique (under $100M) | $58.9M | 155 | 343 | 4 | 07/01/2026 | ☆ |
| 18919 | Axiom Private Wealth, Llc CRD 307388 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $58.9M | 41 | 128 | 2 | 02/11/2026 | ☆ |
| 18920 | Tim Crawford, C.P.A., P.C. CRD 299079 | Bridgeport, MI | Wealth Manager · Boutique (under $100M) | $58.9M | 178 | 178 | 1 | 01/08/2026 | ☆ |
| 18921 | Arrow Investment Management Llc CRD 299972 | Oklahoma City, OK | Wealth Manager · Boutique (under $100M) | $58.9M | 150 | 381 | 1 | 01/03/2026 | ☆ |
| 18922 | Mcbee Advisors, Inc. CRD 143223 | Glendale, AZ | Wealth Manager · Boutique (under $100M) | $58.9M | 219 | 323 | 1 | 03/31/2026 | ☆ |
| 18923 | Rockdale Financial Services, Inc. CRD 128829 | Eatontown, NJ | Wealth Manager · Boutique (under $100M) | $58.9M | 262 | 346 | 5 | 02/16/2026 | ☆ |
| 18924 | Legacy & Wealth Financial Advisors Llc CRD 284432 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $58.8M | 112 | 112 | 1 | 02/11/2026 | ☆ |
| 18925 | Alpha Wealth Management, Llc CRD 158608 | Hemet, CA | Investment Adviser · Boutique (under $100M) | $58.8M | 118 | 148 | 1 | 04/08/2026 | ☆ |
| 18926 | Johnson Capital Advisory, Llc CRD 292270 | Milford, OH | Investment Adviser · Boutique (under $100M) | $58.8M | 1 | 1 | 1 | 03/03/2026 | ☆ |
| 18927 | Ardent Capital Incorporation CRD 134105 | Mountain View, CA | Wealth Manager · Boutique (under $100M) | $58.8M | 33 | 92 | 1 | 01/21/2026 | ☆ |
| 18928 | Grow Rasmussen Consulting Llc CRD 118714 | Boise, ID | Insurance-Affiliated · Boutique (under $100M) | $58.7M | 115 | 165 | 4 | 03/31/2026 | ☆ |
| 18929 | Elevation Financial Partners, Llc CRD 120906 | Westerville, OH | Wealth Manager · Boutique (under $100M) | $58.7M | 206 | 206 | 3 | 03/19/2026 | ☆ |
| 18930 | Robinson Global Investment Management Llc CRD 316962 | Wealth Manager · Boutique (under $100M) | $58.7M | 8 | 81 | 2 | 05/22/2026 | ☆ | |
| 18931 | Frisco Business Solutions Group Inc CRD 326538 | Mckinney, TX | Insurance-Affiliated · Boutique (under $100M) | $58.7M | 133 | 502 | 3 | 09/27/2026 | ☆ |
| 18932 | Amfg Wealth Management Llc CRD 292160 | Westlake, OH | Wealth Manager · Boutique (under $100M) | $58.7M | 559 | 559 | 4 | 03/31/2026 | ☆ |
| 18933 | Argus Equity Partners, Llc CRD 306518 | Wealth Manager · Boutique (under $100M) | $58.7M | 177 | 177 | 2 | 03/25/2026 | ☆ | |
| 18934 | Avance Private Wealth Llc CRD 336103 | Wealth Manager · Boutique (under $100M) | $58.7M | 54 | 200 | 1 | 03/23/2026 | ☆ | |
| 18935 | Wyser Pratte Management Co., Inc. CRD 106399 | Bedford Hills, NY | Private Fund Manager · Boutique (under $100M) | $58.6M | 3 | 3 | 2 | 03/31/2026 | ☆ |
| 18936 | Classic Financial & Investment Services, Inc. CRD 127666 | Wealth Manager · Boutique (under $100M) | $58.6M | 51 | 164 | 1 | 02/17/2026 | ☆ | |
| 18937 | Finch Capital Management Llc CRD 318040 | Austin, TX | Wealth Manager · Boutique (under $100M) | $58.6M | 25 | 64 | 1 | 01/23/2026 | ☆ |
| 18938 | Capital Insights Group Of Wny, Llc. CRD 282909 | Buffalo, NY | Wealth Manager · Boutique (under $100M) | $58.6M | 128 | 363 | 3 | 04/01/2026 | ☆ |
| 18939 | Yorkmont Capital Management, Llc CRD 164599 | Austin, TX | Wealth Manager · Boutique (under $100M) | $58.6M | 1 | 4 | 2 | 02/25/2026 | ☆ |
| 18940 | Firsthand Capital Management, Inc. CRD 150647 | San Jose, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $58.6M | 3 | 3 | 5 | 07/31/2026 | ☆ |
| 18941 | Northern Pacific Group, L.P. CRD 299012 | Minneapolis, MN | Private Fund Manager · Boutique (under $100M) | $58.6M | 4 | 4 | 3 | 05/27/2026 | ☆ |
| 18942 | Northern Pacific Growth Investment Advisors, Llc CRD 173350 | Minneapolis, MN | Private Fund Manager · Boutique (under $100M) | $58.6M | 3 | 3 | 4 | 05/27/2026 | ☆ |
| 18943 | Wichita Wealth Management, Llc CRD 141157 | Wichita, KS | Wealth Manager · Boutique (under $100M) | $58.6M | 76 | 220 | 2 | 01/05/2026 | ☆ |
| 18944 | Avid Advisory And Investment Group Llc CRD 284332 | St. Petersburg, FL | Wealth Manager · Boutique (under $100M) | $58.5M | 69 | 223 | 2 | 08/24/2026 | ☆ |
| 18945 | Paradigm Asset Management,Inc. CRD 134587 | Marina Del Rey, CA | Wealth Manager · Boutique (under $100M) | $58.5M | 78 | 78 | 1 | 03/23/2026 | ☆ |
| 18946 | Fiduciary Wealth Management, Llc CRD 284324 | Little Rock, AR | Wealth Manager · Boutique (under $100M) | $58.5M | 76 | 76 | 2 | 03/17/2026 | ☆ |
| 18947 | Maxim Capital Advisors, Inc. CRD 130161 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $58.5M | 122 | 122 | 2 | 03/20/2026 | ☆ |
| 18948 | Wealth Rescue Strategies, Inc. CRD 146965 | San Diego, CA | Institutional / Pension Advisor · Boutique (under $100M) | $58.5M | 8 | 12 | 1 | 05/22/2026 | ☆ |
| 18949 | Crb Strategic Services Llc CRD 327156 | Wealth Manager · Boutique (under $100M) | $58.5M | 57 | 218 | 2 | 05/21/2026 | ☆ | |
| 18950 | Mckay Wealth Management Group Llc CRD 281578 | Richmond, VA | Insurance-Affiliated · Boutique (under $100M) | $58.5M | 79 | 212 | 2 | 03/24/2026 | ☆ |