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 |
|---|---|---|---|---|---|---|---|---|---|
| 19101 | Schuler Wealth Planning Llc CRD 318249 | Powell, OH | Wealth Manager · Boutique (under $100M) | $56.0M | 74 | 351 | 3 | 08/21/2026 | ☆ |
| 19102 | Oak Brook Asset Management, Corporation CRD 113778 | Wealth Manager · Boutique (under $100M) | $56.0M | 35 | 35 | 1 | 01/15/2026 | ☆ | |
| 19103 | 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 | ☆ |
| 19104 | The Coleridge Group Llc CRD 108335 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $56.0M | 39 | 106 | 2 | 08/21/2026 | ☆ |
| 19105 | Milestone Money, Llc CRD 319203 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $56.0M | 47 | 151 | 2 | 03/20/2026 | ☆ |
| 19106 | Tresses Capital Management,Llc CRD 282898 | Wealth Manager · Boutique (under $100M) | $56.0M | 30 | 67 | 2 | 04/01/2026 | ☆ | |
| 19107 | Elc Advisors, Llc CRD 162827 | Wealth Manager · Boutique (under $100M) | $56.0M | 33 | 78 | 1 | 10/30/2025 | ☆ | |
| 19108 | Sightline Wealth Llc CRD 336167 | Wealth Manager · Boutique (under $100M) | $56.0M | 103 | 103 | 2 | 01/15/2026 | ☆ | |
| 19109 | Stewardship Financial Planning, Llc CRD 117826 | Wealth Manager · Boutique (under $100M) | $56.0M | 42 | 110 | 1 | 01/02/2026 | ☆ | |
| 19110 | Thomas Jones Financial Llc CRD 124114 | St. Clair Shores, MI | Wealth Manager · Boutique (under $100M) | $56.0M | 100 | 99 | 1 | 05/28/2026 | ☆ |
| 19111 | Stm Asset Management Llc CRD 150213 | Insurance-Affiliated · Boutique (under $100M) | $56.0M | 504 | 508 | 3 | 03/18/2026 | ☆ | |
| 19112 | Taylor Financial Management, Llc CRD 172656 | Wealth Manager · Boutique (under $100M) | $56.0M | 51 | 108 | 1 | 02/05/2026 | ☆ | |
| 19113 | Szop Multistrat Management Llc CRD 317689 | New York, NY | Private Fund Manager · Boutique (under $100M) | $55.9M | 1 | 1 | 8 | 04/24/2026 | ☆ |
| 19114 | Cedar River Capital, Llc CRD 288579 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $55.9M | 28 | 53 | 2 | 03/11/2026 | ☆ |
| 19115 | Roach, Paul, Douglas CRD 134128 | San Mateo, CA | Wealth Manager · Boutique (under $100M) | $55.9M | 59 | 59 | 1 | 06/09/2026 | ☆ |
| 19116 | Even Herd Llc CRD 329728 | Oklahoma City, OK | Mutual Fund / Asset Manager · Boutique (under $100M) | $55.9M | 1 | 1 | 2 | 03/30/2026 | ☆ |
| 19117 | Alspaugh Wealth Management, Llc CRD 167477 | Cape Girardeau, MO | Insurance-Affiliated · Boutique (under $100M) | $55.9M | 79 | 66 | 4 | 09/04/2026 | ☆ |
| 19118 | Envision Asset Management, Inc. CRD 148451 | Wealth Manager · Boutique (under $100M) | $55.8M | 27 | 27 | 1 | 03/24/2026 | ☆ | |
| 19119 | Advipartner, Llc CRD 288116 | Kingsport, TN | Wealth Manager · Boutique (under $100M) | $55.8M | 108 | 108 | 1 | 01/20/2026 | ☆ |
| 19120 | Finesse Funds, Llc CRD 132640 | Basalt, CO | Wealth Manager · Boutique (under $100M) | $55.8M | 21 | 21 | 1 | 07/22/2026 | ☆ |
| 19121 | Ccr Investment Advisers, Llc CRD 298279 | Ponca City, OK | Wealth Manager · Boutique (under $100M) | $55.8M | 84 | 148 | 3 | 03/31/2026 | ☆ |
| 19122 | Sucre Vail, Inc CRD 114679 | Houston, TX | Wealth Manager · Boutique (under $100M) | $55.8M | 61 | 109 | 4 | 03/13/2026 | ☆ |
| 19123 | Flying Point Asset Management Llc CRD 157858 | Wealth Manager · Boutique (under $100M) | $55.7M | 31 | 31 | 1 | 02/19/2026 | ☆ | |
| 19124 | Blend Wealth Advisors Llc CRD 316053 | Indianapolis, IN | Wealth Manager · Boutique (under $100M) | $55.7M | 74 | 372 | 5 | 08/17/2026 | ☆ |
| 19125 | Cambridge Trustee Advisors Inc CRD 106149 | Endowment & Foundation Advisor · Boutique (under $100M) | $55.7M | 47 | 49 | 3 | 03/17/2026 | ☆ | |
| 19126 | Moran Tice Capital Management Llc CRD 305734 | Private Fund Manager · Boutique (under $100M) | $55.7M | 49 | 49 | 3 | 07/08/2026 | ☆ | |
| 19127 | Mueller Wealth, Llc CRD 319629 | Austin, TX | Wealth Manager · Boutique (under $100M) | $55.7M | 57 | 92 | 1 | 04/16/2026 | ☆ |
| 19128 | Miser Asset Management, Llc CRD 318164 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $55.7M | 68 | 183 | 4 | 07/29/2026 | ☆ |
| 19129 | Bullseye Ig Llc CRD 333284 | Wealth Manager · Boutique (under $100M) | $55.7M | 89 | 89 | 1 | 01/27/2026 | ☆ | |
| 19130 | Oneascent Capital Llc CRD 323220 | Birmingham, AL | Mutual Fund / Asset Manager · Boutique (under $100M) | $55.6M | 3 | 3 | 1 | 03/19/2026 | ☆ |
| 19131 | Choice Asset Management Llc CRD 127069 | Wealth Manager · Boutique (under $100M) | $55.6M | 54 | 59 | 2 | 09/02/2026 | ☆ | |
| 19132 | Texwealth Llc CRD 328912 | Wealth Manager · Boutique (under $100M) | $55.6M | 25 | 103 | 1 | 09/01/2026 | ☆ | |
| 19133 | Avanti Wealth Management, Llc CRD 137322 | Longwood, FL | Wealth Manager · Boutique (under $100M) | $55.6M | 117 | 214 | 3 | 03/16/2026 | ☆ |
| 19134 | Planwell Financial Guidance, Llc CRD 293932 | Blooming Prairie, MN | Wealth Manager · Boutique (under $100M) | $55.6M | 111 | 366 | 2 | 03/18/2026 | ☆ |
| 19135 | Federal Hill Capital Management, Llc CRD 151499 | Bardstown, KY | Insurance-Affiliated · Boutique (under $100M) | $55.6M | 347 | 383 | 3 | 03/30/2026 | ☆ |
| 19136 | Grip Financial, Llc CRD 325351 | Wealth Manager · Boutique (under $100M) | $55.6M | 97 | 227 | 2 | 07/30/2026 | ☆ | |
| 19137 | Page Capital Private Wealth Management, Llc CRD 323081 | Wealth Manager · Boutique (under $100M) | $55.5M | 12 | 27 | 1 | 01/20/2026 | ☆ | |
| 19138 | Pisces Financial Advisors, Llc CRD 313209 | Wealth Manager · Boutique (under $100M) | $55.5M | 12 | 80 | 1 | 03/05/2026 | ☆ | |
| 19139 | B P Financial Associates, Llc. CRD 166548 | Wealth Manager · Boutique (under $100M) | $55.5M | 304 | 237 | 1 | 05/19/2026 | ☆ | |
| 19140 | Vernon Management Group, Incorporated CRD 117666 | Richm0 Nd, VA | Insurance-Affiliated · Boutique (under $100M) | $55.5M | 50 | 167 | 3 | 04/07/2026 | ☆ |
| 19141 | David Carl Jones Investments, L.L.C. CRD 148398 | Wealth Manager · Boutique (under $100M) | $55.5M | 109 | 179 | 3 | 05/20/2026 | ☆ | |
| 19142 | Isakov Planning Group Inc. CRD 153685 | Southampton, PA | Insurance-Affiliated · Boutique (under $100M) | $55.5M | 583 | 583 | 1 | 09/01/2026 | ☆ |
| 19143 | Mccarty Wealth, Llc CRD 333888 | Rockledge, FL | Wealth Manager · Boutique (under $100M) | $55.5M | 85 | 254 | 1 | 03/16/2026 | ☆ |
| 19144 | Green Financial Management, Llc CRD 166135 | Birmingham, AL | Insurance-Affiliated · Boutique (under $100M) | $55.5M | 137 | 351 | 1 | 02/23/2026 | ☆ |
| 19145 | Managed Financial Services Corp Inc CRD 109806 | Houston, TX | Wealth Manager · Boutique (under $100M) | $55.5M | 275 | 275 | 6 | 03/27/2026 | ☆ |
| 19146 | Generous Wealth Management Llc CRD 318091 | Wealth Manager · Boutique (under $100M) | $55.4M | 72 | 307 | 6 | 09/15/2026 | ☆ | |
| 19147 | Callais Capital Management, Llc CRD 226511 | Thibodaux, LA | Private Fund Manager · Boutique (under $100M) | $55.4M | 8 | 8 | 8 | 03/31/2026 | ☆ |
| 19148 | The L.T. Funds Sa CRD 284551 | Geneva | Private Fund Manager · Boutique (under $100M) | $55.4M | 1 | 1 | 4 | 03/05/2026 | ☆ |
| 19149 | Deep Blue Financial Llc CRD 170446 | Northbrook, IL | Wealth Manager · Boutique (under $100M) | $55.4M | 95 | 95 | 1 | 09/21/2026 | ☆ |
| 19150 | Hyland, Bruce Tappan CRD 159731 | Endowment & Foundation Advisor · Boutique (under $100M) | $55.4M | 10 | 12 | 1 | 03/16/2026 | ☆ |