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 |
|---|---|---|---|---|---|---|---|---|---|
| 19001 | Kellner Capital Management, Inc. CRD 121573 | Philadelphia, PA | Wealth Manager · Boutique (under $100M) | $56.3M | 75 | 78 | 1 | 02/03/2026 | ☆ |
| 19002 | Troika Capital Advisors, Llc CRD 152927 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $56.3M | 101 | 317 | 1 | 03/20/2026 | ☆ |
| 19003 | Silk Invest Limited CRD 164753 | London | Private Fund Manager · Boutique (under $100M) | $56.2M | 7 | 7 | 15 | 03/31/2026 | ☆ |
| 19004 | Edk Advisory, Pllc CRD 292227 | Frisco, TX | Institutional / Pension Advisor · Boutique (under $100M) | $56.2M | 57 | 170 | 3 | 03/10/2026 | ☆ |
| 19005 | Tepper, David Louis CRD 129534 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $56.2M | 24 | 51 | 1 | 03/24/2026 | ☆ |
| 19006 | Chambers Financial Group, Llc. CRD 293191 | Green Bay, WI | Insurance-Affiliated · Boutique (under $100M) | $56.2M | 215 | 300 | 2 | 03/17/2026 | ☆ |
| 19007 | Bull Run Investment Management Llc CRD 306763 | Mclean, VA | Wealth Manager · Boutique (under $100M) | $56.2M | 103 | 445 | 1 | 04/14/2026 | ☆ |
| 19008 | Nexus Strategic Wealth, Llc CRD 336847 | Tualatin, OR | Wealth Manager · Boutique (under $100M) | $56.2M | 88 | 184 | 3 | 03/10/2026 | ☆ |
| 19009 | Ddmt Financial Services, Llc CRD 331873 | Wealth Manager · Boutique (under $100M) | $56.1M | 28 | 192 | 3 | 02/12/2026 | ☆ | |
| 19010 | Burr & Company, Llc CRD 141975 | Osterville, MA | Wealth Manager · Boutique (under $100M) | $56.1M | 31 | 31 | 1 | 03/19/2026 | ☆ |
| 19011 | Stephen M. Cooper CRD 113776 | Tampa, FL | Wealth Manager · Boutique (under $100M) | $56.1M | 165 | 239 | 3 | 03/27/2026 | ☆ |
| 19012 | Cannistra Financial Advisors Inc. CRD 125340 | Mount Kisco, NY | Wealth Manager · Boutique (under $100M) | $56.1M | 81 | 133 | 1 | 02/23/2026 | ☆ |
| 19013 | Mrm Asset Allocation Group, Inc. CRD 110898 | St Louis, MO | Wealth Manager · Boutique (under $100M) | $56.1M | 456 | 143 | 3 | 08/06/2026 | ☆ |
| 19014 | Financial Advisors Of Virginia Llc CRD 118869 | Insurance-Affiliated · Boutique (under $100M) | $56.0M | 38 | 71 | 1 | 03/11/2026 | ☆ | |
| 19015 | Oak Brook Asset Management, Corporation CRD 113778 | Wealth Manager · Boutique (under $100M) | $56.0M | 35 | 35 | 1 | 01/15/2026 | ☆ | |
| 19016 | 3 Rd Street Capital Management L.L.C. CRD 165950 | Baton Rouge, LA | Wealth Manager · Boutique (under $100M) | $56.0M | 78 | 78 | 2 | 03/31/2026 | ☆ |
| 19017 | Dunes Financial Llc CRD 334836 | Wealth Manager · Boutique (under $100M) | $56.0M | 34 | 110 | 1 | 03/02/2026 | ☆ | |
| 19018 | The Coleridge Group Llc CRD 108335 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $56.0M | 39 | 106 | 2 | 01/14/2026 | ☆ |
| 19019 | Milestone Money, Llc CRD 319203 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $56.0M | 47 | 151 | 2 | 03/20/2026 | ☆ |
| 19020 | Tresses Capital Management,Llc CRD 282898 | Wealth Manager · Boutique (under $100M) | $56.0M | 30 | 67 | 2 | 04/01/2026 | ☆ | |
| 19021 | Elc Advisors, Llc CRD 162827 | Wealth Manager · Boutique (under $100M) | $56.0M | 33 | 78 | 1 | 10/30/2025 | ☆ | |
| 19022 | Sightline Wealth Llc CRD 336167 | Wealth Manager · Boutique (under $100M) | $56.0M | 103 | 103 | 2 | 01/15/2026 | ☆ | |
| 19023 | Stewardship Financial Planning, Llc CRD 117826 | Wealth Manager · Boutique (under $100M) | $56.0M | 42 | 110 | 1 | 01/02/2026 | ☆ | |
| 19024 | Thomas Jones Financial Llc CRD 124114 | St. Clair Shores, MI | Wealth Manager · Boutique (under $100M) | $56.0M | 100 | 99 | 1 | 05/28/2026 | ☆ |
| 19025 | Stm Asset Management Llc CRD 150213 | Insurance-Affiliated · Boutique (under $100M) | $56.0M | 504 | 508 | 3 | 03/18/2026 | ☆ | |
| 19026 | Taylor Financial Management, Llc CRD 172656 | Wealth Manager · Boutique (under $100M) | $56.0M | 51 | 108 | 1 | 02/05/2026 | ☆ | |
| 19027 | Szop Multistrat Management Llc CRD 317689 | New York, NY | Private Fund Manager · Boutique (under $100M) | $55.9M | 1 | 1 | 8 | 04/24/2026 | ☆ |
| 19028 | Cedar River Capital, Llc CRD 288579 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $55.9M | 28 | 53 | 2 | 03/11/2026 | ☆ |
| 19029 | Roach, Paul, Douglas CRD 134128 | San Mateo, CA | Wealth Manager · Boutique (under $100M) | $55.9M | 59 | 59 | 1 | 06/09/2026 | ☆ |
| 19030 | Even Herd Llc CRD 329728 | Oklahoma City, OK | Mutual Fund / Asset Manager · Boutique (under $100M) | $55.9M | 1 | 1 | 2 | 03/30/2026 | ☆ |
| 19031 | Alspaugh Wealth Management, Llc CRD 167477 | Cape Girardeau, MO | Insurance-Affiliated · Boutique (under $100M) | $55.9M | 79 | 66 | 4 | 05/22/2026 | ☆ |
| 19032 | Envision Asset Management, Inc. CRD 148451 | Wealth Manager · Boutique (under $100M) | $55.8M | 27 | 27 | 1 | 03/24/2026 | ☆ | |
| 19033 | Advipartner, Llc CRD 288116 | Kingsport, TN | Wealth Manager · Boutique (under $100M) | $55.8M | 108 | 108 | 1 | 01/20/2026 | ☆ |
| 19034 | Finesse Funds, Llc CRD 132640 | Basalt, CO | Wealth Manager · Boutique (under $100M) | $55.8M | 21 | 21 | 1 | 07/22/2026 | ☆ |
| 19035 | Ccr Investment Advisers, Llc CRD 298279 | Ponca City, OK | Wealth Manager · Boutique (under $100M) | $55.8M | 84 | 148 | 3 | 03/31/2026 | ☆ |
| 19036 | Sucre Vail, Inc CRD 114679 | Houston, TX | Wealth Manager · Boutique (under $100M) | $55.8M | 61 | 109 | 4 | 03/13/2026 | ☆ |
| 19037 | Flying Point Asset Management Llc CRD 157858 | Wealth Manager · Boutique (under $100M) | $55.7M | 31 | 31 | 1 | 02/19/2026 | ☆ | |
| 19038 | Blend Wealth Advisors Llc CRD 316053 | Indianapolis, IN | Wealth Manager · Boutique (under $100M) | $55.7M | 74 | 372 | 5 | 05/05/2026 | ☆ |
| 19039 | Cambridge Trustee Advisors Inc CRD 106149 | Endowment & Foundation Advisor · Boutique (under $100M) | $55.7M | 47 | 49 | 3 | 03/17/2026 | ☆ | |
| 19040 | Moran Tice Capital Management Llc CRD 305734 | Private Fund Manager · Boutique (under $100M) | $55.7M | 49 | 49 | 3 | 07/08/2026 | ☆ | |
| 19041 | Mueller Wealth, Llc CRD 319629 | Austin, TX | Wealth Manager · Boutique (under $100M) | $55.7M | 57 | 92 | 1 | 04/16/2026 | ☆ |
| 19042 | Miser Asset Management, Llc CRD 318164 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $55.7M | 68 | 183 | 4 | 07/29/2026 | ☆ |
| 19043 | Bullseye Ig Llc CRD 333284 | Wealth Manager · Boutique (under $100M) | $55.7M | 89 | 89 | 1 | 01/27/2026 | ☆ | |
| 19044 | Oneascent Capital Llc CRD 323220 | Birmingham, AL | Mutual Fund / Asset Manager · Boutique (under $100M) | $55.6M | 3 | 3 | 1 | 03/19/2026 | ☆ |
| 19045 | Choice Asset Management Llc CRD 127069 | Wealth Manager · Boutique (under $100M) | $55.6M | 54 | 59 | 2 | 03/30/2026 | ☆ | |
| 19046 | Texwealth Llc CRD 328912 | Wealth Manager · Boutique (under $100M) | $55.6M | 25 | 103 | 1 | 01/27/2026 | ☆ | |
| 19047 | Avanti Wealth Management, Llc CRD 137322 | Longwood, FL | Wealth Manager · Boutique (under $100M) | $55.6M | 117 | 214 | 3 | 03/16/2026 | ☆ |
| 19048 | Planwell Financial Guidance, Llc CRD 293932 | Blooming Prairie, MN | Wealth Manager · Boutique (under $100M) | $55.6M | 111 | 366 | 2 | 03/18/2026 | ☆ |
| 19049 | Federal Hill Capital Management, Llc CRD 151499 | Bardstown, KY | Insurance-Affiliated · Boutique (under $100M) | $55.6M | 347 | 383 | 3 | 03/30/2026 | ☆ |
| 19050 | Grip Financial, Llc CRD 325351 | Wealth Manager · Boutique (under $100M) | $55.6M | 97 | 227 | 2 | 07/30/2026 | ☆ |