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 |
|---|---|---|---|---|---|---|---|---|---|
| 18951 | Silver Lake Advisors, Llc CRD 149015 | Wealth Manager · Boutique (under $100M) | $57.0M | 27 | 57 | 1 | 05/26/2026 | ☆ | |
| 18952 | Ellija Capital Management, Llc CRD 137151 | Wealth Manager · Boutique (under $100M) | $57.0M | 381 | 873 | 2 | 01/06/2026 | ☆ | |
| 18953 | Benefit & Investment Consulting, Llc CRD 136428 | Institutional / Pension Advisor · Boutique (under $100M) | $57.0M | 1 | 1 | 01/06/2026 | ☆ | ||
| 18954 | Boreal Advisors Llc CRD 299618 | New Brighton, MN | Wealth Manager · Boutique (under $100M) | $57.0M | 82 | 240 | 1 | 01/30/2026 | ☆ |
| 18955 | Calhoun Wealth Management, Llc CRD 286389 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $57.0M | 125 | 375 | 1 | 01/30/2026 | ☆ |
| 18956 | Essex Asset Management Group Inc. CRD 116184 | South Burlington, VT | Wealth Manager · Boutique (under $100M) | $57.0M | 80 | 236 | 4 | 03/13/2026 | ☆ |
| 18957 | Financially Healthy, Llc CRD 156022 | Oakland, CA | Wealth Manager · Boutique (under $100M) | $57.0M | 60 | 162 | 1 | 02/05/2026 | ☆ |
| 18958 | First Down Financial, Inc. CRD 313133 | Oviedo, FL | Insurance-Affiliated · Boutique (under $100M) | $57.0M | 52 | 52 | 10 | 04/30/2026 | ☆ |
| 18959 | Jubarte Asset Management Ltda. CRD 340275 | Sao Paulo, Sao Paulo | Private Fund Manager · Boutique (under $100M) | $57.0M | 5 | 5 | 8 | 07/15/2026 | ☆ |
| 18960 | Live Oak Wealth Management, Llc CRD 306225 | Covington, LA | Wealth Manager · Boutique (under $100M) | $57.0M | 450 | 450 | 3 | 03/03/2026 | ☆ |
| 18961 | Thompson Investment Advisors, Inc. CRD 124034 | Louisville, KY | Wealth Manager · Boutique (under $100M) | $57.0M | 259 | 337 | 1 | 03/17/2026 | ☆ |
| 18962 | Harvard Avenue Consultants, Llc CRD 291787 | Wealth Manager · Boutique (under $100M) | $57.0M | 131 | 487 | 3 | 07/14/2026 | ☆ | |
| 18963 | Paulo Financial Advisors, Llc CRD 131943 | Wealth Manager · Boutique (under $100M) | $57.0M | 36 | 105 | 1 | 02/10/2026 | ☆ | |
| 18964 | Bsias Advisors, Llc CRD 128576 | Anaheim, CA | Wealth Manager · Boutique (under $100M) | $56.9M | 74 | 74 | 2 | 03/31/2026 | ☆ |
| 18965 | Lampe Financial Group Llc CRD 328129 | Wealth Manager · Boutique (under $100M) | $56.9M | 46 | 175 | 1 | 04/01/2026 | ☆ | |
| 18966 | Shadowbrook Private Wealth Llc CRD 317772 | Wealth Manager · Boutique (under $100M) | $56.9M | 35 | 144 | 2 | 07/29/2026 | ☆ | |
| 18967 | Jedi Management, Inc. CRD 128805 | Englewood Cliffs, NJ | Insurance-Affiliated · Boutique (under $100M) | $56.9M | 22 | 23 | 1 | 03/22/2026 | ☆ |
| 18968 | Pt Capital Advisors, Llc CRD 168601 | Anchorage, AK | Investment Adviser · Boutique (under $100M) | $56.9M | 11 | 2 | 6 | 03/24/2026 | ☆ |
| 18969 | Taibay Wealth Management Llc CRD 316967 | Insurance-Affiliated · Boutique (under $100M) | $56.9M | 64 | 190 | 1 | 03/06/2026 | ☆ | |
| 18970 | Lebens Advisory Group Llc CRD 175089 | Lakeville, MN | Wealth Manager · Boutique (under $100M) | $56.9M | 150 | 415 | 3 | 06/18/2026 | ☆ |
| 18971 | Main Street Financial Life Advisors, Llc CRD 118544 | Moorestown, NJ | Wealth Manager · Boutique (under $100M) | $56.9M | 38 | 85 | 7 | 03/26/2026 | ☆ |
| 18972 | Knight And Company Wealth Advisors, Llc CRD 171840 | Pleasanton, CA | Wealth Manager · Boutique (under $100M) | $56.9M | 37 | 99 | 2 | 03/14/2026 | ☆ |
| 18973 | Straight Line Investment Group, Llc CRD 167598 | Idaho Falls, ID | Wealth Manager · Boutique (under $100M) | $56.8M | 106 | 201 | 1 | 03/26/2026 | ☆ |
| 18974 | N CRD 282501 | Wealth Manager · Boutique (under $100M) | $56.8M | 105 | 111 | 3 | 02/17/2025 | ☆ | |
| 18975 | La Jolla Asset Management, Inc. CRD 112327 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $56.8M | 33 | 72 | 2 | 03/17/2026 | ☆ |
| 18976 | Lha Capital Partners Llc CRD 290980 | Wealth Manager · Boutique (under $100M) | $56.8M | 29 | 95 | 1 | 03/09/2026 | ☆ | |
| 18977 | Disciplined Growth Capital, Llc CRD 326666 | Wealth Manager · Boutique (under $100M) | $56.8M | 15 | 55 | 1 | 03/31/2026 | ☆ | |
| 18978 | Zuma Wealth Llc CRD 311488 | Wealth Manager · Boutique (under $100M) | $56.8M | 31 | 31 | 1 | 03/25/2026 | ☆ | |
| 18979 | Hankinson Wealth Advisors Llc CRD 293628 | Greensboro, GA | Wealth Manager · Boutique (under $100M) | $56.8M | 39 | 126 | 1 | 03/28/2026 | ☆ |
| 18980 | Proactive Advisors, Llc CRD 147332 | Lexington, KY | Wealth Manager · Boutique (under $100M) | $56.8M | 68 | 68 | 4 | 03/01/2026 | ☆ |
| 18981 | Rev Capital, Llc CRD 282132 | Marietta, GA | Wealth Manager · Boutique (under $100M) | $56.8M | 75 | 167 | 2 | 06/10/2026 | ☆ |
| 18982 | Hammer Advisory Services, Inc. CRD 152914 | Woodbury, MN | Wealth Manager · Boutique (under $100M) | $56.8M | 75 | 131 | 1 | 07/27/2026 | ☆ |
| 18983 | Austin, Amanda, Cheryl CRD 327134 | Wealth Manager · Boutique (under $100M) | $56.8M | 13 | 41 | 1 | 01/22/2026 | ☆ | |
| 18984 | Evidence Wealth, Llc CRD 314767 | Bryan, TX | Wealth Manager · Boutique (under $100M) | $56.8M | 140 | 282 | 7 | 04/24/2026 | ☆ |
| 18985 | Premier Financial Planning, Inc. CRD 145897 | Wealth Manager · Boutique (under $100M) | $56.7M | 41 | 143 | 2 | 01/12/2026 | ☆ | |
| 18986 | Prosperity Asset Management, Llc CRD 286028 | Louisville, KY | Insurance-Affiliated · Boutique (under $100M) | $56.6M | 195 | 923 | 3 | 06/10/2026 | ☆ |
| 18987 | Witnauer Sloan & Associates Llc CRD 113765 | Scottsdale, AZ | Insurance-Affiliated · Boutique (under $100M) | $56.6M | 102 | 102 | 2 | 02/03/2026 | ☆ |
| 18988 | Mcintosh Capital Advisors, Inc. CRD 131188 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $56.6M | 78 | 208 | 2 | 03/26/2026 | ☆ |
| 18989 | Boardwalk Capital Management, Inc. CRD 150487 | Wealth Manager · Boutique (under $100M) | $56.6M | 56 | 89 | 2 | 12/15/2025 | ☆ | |
| 18990 | Andrade Financial Services, Inc. CRD 163928 | Turlock, CA | Wealth Manager · Boutique (under $100M) | $56.5M | 139 | 328 | 5 | 03/25/2026 | ☆ |
| 18991 | New Spring Financial Planning, Llc CRD 164647 | Wealth Manager · Boutique (under $100M) | $56.5M | 50 | 86 | 1 | 03/26/2026 | ☆ | |
| 18992 | Krouse Stureman & Associates, Inc. CRD 130679 | Fort Wayne, IN | Insurance-Affiliated · Boutique (under $100M) | $56.4M | 78 | 133 | 1 | 03/03/2026 | ☆ |
| 18993 | Sims Capital Management Llc CRD 129398 | Milwaukee, WI | Mutual Fund / Asset Manager · Boutique (under $100M) | $56.4M | 17 | 17 | 2 | 03/26/2026 | ☆ |
| 18994 | Imagine Financial Security Llc CRD 311694 | Chattanooga, TN | Wealth Manager · Boutique (under $100M) | $56.4M | 52 | 160 | 1 | 03/30/2026 | ☆ |
| 18995 | Luxon Brown, Llc CRD 333800 | Little Rock, AR | Insurance-Affiliated · Boutique (under $100M) | $56.3M | 98 | 267 | 8 | 08/13/2026 | ☆ |
| 18996 | Capital Benchmark Partners, Llc CRD 175099 | Atlanta, GA | Insurance-Affiliated · Boutique (under $100M) | $56.3M | 136 | 477 | 1 | 08/03/2026 | ☆ |
| 18997 | Northeast Advisory Group, Llc CRD 287954 | Scranton, PA | Wealth Manager · Boutique (under $100M) | $56.3M | 100 | 168 | 2 | 02/04/2026 | ☆ |
| 18998 | Wood Wealth Group, Llc CRD 327286 | Charlestown, MA | Insurance-Affiliated · Boutique (under $100M) | $56.3M | 373 | 373 | 6 | 07/10/2026 | ☆ |
| 18999 | Benson Avenue Capital, Llc CRD 292194 | Wealth Manager · Boutique (under $100M) | $56.3M | 10 | 27 | 1 | 01/27/2026 | ☆ | |
| 19000 | Moment Advisors, Llc CRD 325262 | New York, NY | Investment Adviser · Boutique (under $100M) | $56.3M | 25 | 25 | 6 | 07/14/2026 | ☆ |