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 |
|---|---|---|---|---|---|---|---|---|---|
| 18951 | Scn Capital Management, Llc CRD 117781 | Wealth Manager · Boutique (under $100M) | $58.5M | 48 | 211 | 1 | 01/22/2026 | ☆ | |
| 18952 | Portsalus Wealth Management, Llc CRD 327857 | Mission Viejo, CA | Wealth Manager · Boutique (under $100M) | $58.5M | 58 | 259 | 2 | 08/25/2026 | ☆ |
| 18953 | Helianth Investment Management Llc CRD 317326 | Port Chester, NY | Wealth Manager · Boutique (under $100M) | $58.4M | 15 | 23 | 1 | 03/18/2026 | ☆ |
| 18954 | Atlantis Investment Coaching, Llc CRD 145416 | San Juan, PR | Wealth Manager · Boutique (under $100M) | $58.4M | 122 | 256 | 4 | 08/26/2026 | ☆ |
| 18955 | Rain Or Shine Planning, Llc CRD 327703 | Wealth Manager · Boutique (under $100M) | $58.4M | 63 | 174 | 2 | 07/02/2026 | ☆ | |
| 18956 | Evolve Wealth Advisors Lp CRD 316038 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $58.4M | 67 | 170 | 3 | 07/13/2026 | ☆ |
| 18957 | Wilson Financial Group CRD 291285 | Insurance-Affiliated · Boutique (under $100M) | $58.4M | 149 | 149 | 1 | 01/15/2026 | ☆ | |
| 18958 | Cruse, John Michael CRD 168568 | Wealth Manager · Boutique (under $100M) | $58.4M | 85 | 137 | 1 | 02/04/2026 | ☆ | |
| 18959 | B.E.S.T. Wealth Management Llc CRD 160920 | St. Louis, MO | Wealth Manager · Boutique (under $100M) | $58.4M | 120 | 322 | 2 | 07/09/2026 | ☆ |
| 18960 | Dorsey Wealth Management, Llc CRD 158752 | Torrance, CA | Wealth Manager · Boutique (under $100M) | $58.4M | 36 | 148 | 1 | 08/02/2026 | ☆ |
| 18961 | Finance Wisdom Llc CRD 325643 | Insurance-Affiliated · Boutique (under $100M) | $58.4M | 128 | 318 | 4 | 03/30/2026 | ☆ | |
| 18962 | Brighter Retirement Advisors Llc CRD 321746 | Lehi, UT | Wealth Manager · Boutique (under $100M) | $58.4M | 319 | 319 | 2 | 03/26/2026 | ☆ |
| 18963 | Mutual Trust Asset Mgmt., Inc. CRD 121364 | Tampa, FL | Wealth Manager · Boutique (under $100M) | $58.4M | 120 | 120 | 4 | 08/06/2026 | ☆ |
| 18964 | Myfinancialpro, Llc CRD 136724 | Shelton, CT | Wealth Manager · Boutique (under $100M) | $58.4M | 37 | 143 | 1 | 08/12/2026 | ☆ |
| 18965 | Transglobal Advisory, Llc CRD 168709 | Monrovia, CA | Wealth Manager · Boutique (under $100M) | $58.3M | 193 | 193 | 32 | 09/23/2026 | ☆ |
| 18966 | Growth Horizons Wealth Management Llc CRD 328037 | Georgetown, TX | Wealth Manager · Boutique (under $100M) | $58.3M | 86 | 273 | 2 | 07/21/2026 | ☆ |
| 18967 | Truck Capital Management Llc CRD 164329 | New York, NY | Private Fund Manager · Boutique (under $100M) | $58.3M | 6 | 6 | 7 | 05/20/2026 | ☆ |
| 18968 | Northwest Criterion Asset Management, L.L.C. CRD 130538 | Princeton, NJ | Wealth Manager · Boutique (under $100M) | $58.3M | 75 | 76 | 3 | 03/30/2026 | ☆ |
| 18969 | Retire Sensibly Llc CRD 292828 | Meridian, ID | Wealth Manager · Boutique (under $100M) | $58.3M | 146 | 374 | 2 | 02/21/2026 | ☆ |
| 18970 | Prosper Wealth Solutions, Llc CRD 311144 | Lehi, UT | Insurance-Affiliated · Boutique (under $100M) | $58.2M | 438 | 438 | 5 | 03/27/2026 | ☆ |
| 18971 | Edm Capital, Llc CRD 287669 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $58.2M | 69 | 267 | 1 | 03/24/2026 | ☆ |
| 18972 | Kiely Capital Management, Inc. CRD 121480 | Morristown, NJ | Wealth Manager · Boutique (under $100M) | $58.1M | 37 | 85 | 2 | 03/20/2026 | ☆ |
| 18973 | The Knowles Company, Llc CRD 124779 | Wealth Manager · Boutique (under $100M) | $58.1M | 23 | 161 | 2 | 09/01/2026 | ☆ | |
| 18974 | Murphis, Llc CRD 156420 | San Luis Obispo, CA | Wealth Manager · Boutique (under $100M) | $58.1M | 97 | 352 | 4 | 03/21/2026 | ☆ |
| 18975 | Integrity Investing, Inc CRD 118331 | Wealth Manager · Boutique (under $100M) | $58.1M | 37 | 97 | 2 | 02/03/2026 | ☆ | |
| 18976 | Pengra Capital Management Inc CRD 106319 | Private Fund Manager · Boutique (under $100M) | $58.0M | 15 | 16 | 1 | 01/21/2026 | ☆ | |
| 18977 | Your Choice Financial Llc CRD 321169 | Insurance-Affiliated · Boutique (under $100M) | $58.0M | 140 | 259 | 6 | 06/29/2026 | ☆ | |
| 18978 | Catalyst International Advisors Llc CRD 306592 | San Juan, PR | Private Fund Manager · Boutique (under $100M) | $58.0M | 1 | 1 | 15 | 03/27/2026 | ☆ |
| 18979 | Iron Path Wealth Management, Inc. CRD 309149 | Wealth Manager · Boutique (under $100M) | $58.0M | 95 | 214 | 1 | 03/30/2026 | ☆ | |
| 18980 | Akar Capital Management, Inc. CRD 10791 | Plantation, FL | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $58.0M | 64 | 64 | 1 | 02/06/2026 | ☆ |
| 18981 | Ema Sma Llc CRD 311671 | Naples, FL | Multi-Family Office · Boutique (under $100M) | $58.0M | 2 | 2 | 2 | 04/30/2026 | ☆ |
| 18982 | Farrar, Rhonda Scherber CRD 140223 | Wealth Manager · Boutique (under $100M) | $58.0M | 14 | 14 | 1 | 01/19/2026 | ☆ | |
| 18983 | Fleming Financial Services, Incorporated CRD 145717 | Mesa, AZ | Wealth Manager · Boutique (under $100M) | $58.0M | 478 | 735 | 8 | 02/11/2026 | ☆ |
| 18984 | Lazarus Financial Planning, Llc CRD 136323 | Wealth Manager · Boutique (under $100M) | $58.0M | 27 | 113 | 1 | 03/27/2026 | ☆ | |
| 18985 | Street Smart Financial, Llc CRD 146422 | Lexington, MA | Wealth Manager · Boutique (under $100M) | $58.0M | 59 | 59 | 2 | 03/16/2026 | ☆ |
| 18986 | The Private Client Advisory Group, Llc CRD 311221 | Manasquan, NJ | Wealth Manager · Boutique (under $100M) | $57.9M | 130 | 212 | 4 | 03/13/2026 | ☆ |
| 18987 | Ultimate Retirement Products, Inc. CRD 146227 | Insurance-Affiliated · Boutique (under $100M) | $57.9M | 51 | 138 | 1 | 03/10/2026 | ☆ | |
| 18988 | Foy Financial Services, Inc. CRD 118828 | Wealth Manager · Boutique (under $100M) | $57.9M | 104 | 194 | 1 | 06/12/2026 | ☆ | |
| 18989 | Red Hills Capital, Llc CRD 126009 | Tallahassee, FL | Wealth Manager · Boutique (under $100M) | $57.9M | 48 | 82 | 3 | 03/16/2026 | ☆ |
| 18990 | Sodium Advisors Inc. CRD 300087 | Santa Clara, CA | Multi-Family Office · Boutique (under $100M) | $57.9M | 2 | 5 | 1 | 03/09/2026 | ☆ |
| 18991 | Journey Financial Management, Llc CRD 153404 | Bowling Green, KY | Wealth Manager · Boutique (under $100M) | $57.9M | 77 | 200 | 6 | 08/21/2026 | ☆ |
| 18992 | Lewis & Clark Advisors, Llc CRD 122383 | Wealth Manager · Boutique (under $100M) | $57.8M | 50 | 88 | 3 | 02/06/2026 | ☆ | |
| 18993 | Retirement Solutions Investments, Inc. CRD 171199 | Provo, UT | Wealth Manager · Boutique (under $100M) | $57.8M | 264 | 481 | 2 | 05/15/2026 | ☆ |
| 18994 | Dyken Wealth Strategies, Inc. CRD 293273 | Insurance-Affiliated · Boutique (under $100M) | $57.8M | 53 | 132 | 1 | 02/04/2026 | ☆ | |
| 18995 | Wilson Investment Advisory Services, Llc CRD 133771 | Wealth Manager · Boutique (under $100M) | $57.8M | 64 | 83 | 1 | 02/09/2026 | ☆ | |
| 18996 | Kailai Advisers Ltd. CRD 161692 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $57.8M | 2 | 2 | 9 | 05/21/2026 | ☆ |
| 18997 | Hafele Investments, Inc. CRD 341803 | Louisville, KY | Private Fund Manager · Boutique (under $100M) | $57.7M | 9 | 9 | 4 | 07/01/2026 | ☆ |
| 18998 | Dunlap Equity Management, Llc. CRD 130996 | San Francisco, CA | Private Fund Manager · Boutique (under $100M) | $57.7M | 1 | 1 | 1 | 06/24/2026 | ☆ |
| 18999 | Efc Wealth Management Firm Llc CRD 312671 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $57.7M | 168 | 324 | 5 | 07/15/2026 | ☆ |
| 19000 | Steele, Sherman Marquis CRD 128806 | Wealth Manager · Boutique (under $100M) | $57.7M | 62 | 181 | 1 | 03/27/2026 | ☆ |