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 |
|---|---|---|---|---|---|---|---|---|---|
| 19151 | Rena Advisors Llc CRD 164431 | Pearl River, NY | Wealth Manager · Boutique (under $100M) | $54.5M | 7 | 61 | 1 | 02/18/2026 | ☆ |
| 19152 | Complete View Financial Llc CRD 305247 | Wealth Manager · Boutique (under $100M) | $54.5M | 34 | 245 | 1 | 02/17/2026 | ☆ | |
| 19153 | Ranger Alternative Management, L.P. CRD 145543 | Dallas, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $54.5M | 1 | 1 | 11 | 03/31/2026 | ☆ |
| 19154 | Solve Consulting Group, Llc CRD 319465 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $54.4M | 65 | 108 | 2 | 03/25/2026 | ☆ |
| 19155 | Ha Llc CRD 300587 | Wealth Manager · Boutique (under $100M) | $54.4M | 54 | 363 | 1 | 03/23/2026 | ☆ | |
| 19156 | Cimarron Capital Associates Ii, Llc CRD 324731 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $54.4M | 5 | 5 | 4 | 06/22/2026 | ☆ |
| 19157 | Technologies Abx Llc CRD 337681 | Investment Adviser · Boutique (under $100M) | $54.4M | 10 | 14 | 9 | 03/25/2026 | ☆ | |
| 19158 | Allegiance Financial Services, Inc. CRD 123847 | Hingham, MA | Insurance-Affiliated · Boutique (under $100M) | $54.4M | 47 | 49 | 2 | 02/19/2025 | ☆ |
| 19159 | Rude Wealth Advisory Llc CRD 312865 | Olney, IL | Wealth Manager · Boutique (under $100M) | $54.4M | 162 | 412 | 4 | 01/20/2026 | ☆ |
| 19160 | Godfrey Investments, Inc. CRD 131832 | Leawood, KS | Wealth Manager · Boutique (under $100M) | $54.4M | 71 | 71 | 1 | 01/06/2026 | ☆ |
| 19161 | Reed Capital Management, Llc CRD 171162 | Wealth Manager · Boutique (under $100M) | $54.4M | 118 | 118 | 4 | 02/27/2026 | ☆ | |
| 19162 | Upleft, Llc CRD 298637 | Port Angeles, WA | Wealth Manager · Boutique (under $100M) | $54.4M | 53 | 194 | 3 | 04/16/2026 | ☆ |
| 19163 | Focus Capital, Llc CRD 118068 | Wealth Manager · Boutique (under $100M) | $54.4M | 61 | 61 | 1 | 03/20/2026 | ☆ | |
| 19164 | Berenz Wealth Management, Llc CRD 168826 | Littleton, CO | Wealth Manager · Boutique (under $100M) | $54.3M | 142 | 284 | 3 | 05/26/2026 | ☆ |
| 19165 | Intelligent Investing, Llc CRD 286436 | Greenville, SC | Wealth Manager · Boutique (under $100M) | $54.3M | 33 | 126 | 2 | 02/11/2026 | ☆ |
| 19166 | Daybreak Wealth, Llc CRD 322844 | Hinsdale, IL | Wealth Manager · Boutique (under $100M) | $54.3M | 23 | 108 | 1 | 03/18/2026 | ☆ |
| 19167 | Insideout Wealth Strategies, Llc CRD 290389 | Wealth Manager · Boutique (under $100M) | $54.3M | 60 | 131 | 4 | 03/27/2026 | ☆ | |
| 19168 | Nutfield Financial Services, Ltd CRD 117419 | Insurance-Affiliated · Boutique (under $100M) | $54.3M | 68 | 68 | 1 | 02/05/2026 | ☆ | |
| 19169 | Chevelon Capital Management Llc CRD 298609 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $54.3M | 36 | 64 | 1 | 03/26/2026 | ☆ |
| 19170 | Stone Wall Financial Group Llc CRD 327726 | San Antonio, TX | Investment Adviser · Boutique (under $100M) | $54.3M | 0 | 4 | 1 | 05/04/2026 | ☆ |
| 19171 | Valorem Llc CRD 339215 | New York, NY | Wealth Manager · Boutique (under $100M) | $54.3M | 2 | 2 | 04/17/2026 | ☆ | |
| 19172 | Fire Wealth Management Llc CRD 327958 | Mayfield, KY | Wealth Manager · Boutique (under $100M) | $54.2M | 68 | 238 | 2 | 06/09/2026 | ☆ |
| 19173 | Rock Creek Advisors Llc CRD 291281 | Rapid City, SD | Investment Adviser · Boutique (under $100M) | $54.2M | 36 | 39 | 2 | 03/23/2026 | ☆ |
| 19174 | Simple Wealth Llc CRD 152865 | Liberty Lake, WA | Wealth Manager · Boutique (under $100M) | $54.2M | 112 | 112 | 1 | 08/06/2026 | ☆ |
| 19175 | Mountain View Wealth Management Llc CRD 287865 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $54.2M | 56 | 123 | 1 | 03/27/2026 | ☆ |
| 19176 | Donnelly Investments Llc CRD 316460 | Wealth Manager · Boutique (under $100M) | $54.2M | 63 | 168 | 1 | 07/21/2026 | ☆ | |
| 19177 | Investment Growth Management, Inc CRD 135755 | Wealth Manager · Boutique (under $100M) | $54.2M | 85 | 85 | 3 | 04/01/2026 | ☆ | |
| 19178 | Vantage Wealth Management Llc CRD 324061 | Wealth Manager · Boutique (under $100M) | $54.2M | 31 | 98 | 1 | 02/16/2026 | ☆ | |
| 19179 | Fidela Wealth Llc CRD 328060 | Calabasas, CA | Wealth Manager · Boutique (under $100M) | $54.2M | 64 | 181 | 1 | 02/04/2026 | ☆ |
| 19180 | Alpha Ria Llc CRD 313285 | New York, NY | Wealth Manager · Boutique (under $100M) | $54.1M | 19 | 19 | 2 | 07/20/2026 | ☆ |
| 19181 | Tiedemann & Associates Investment Advisors, Inc. CRD 128873 | Wealth Manager · Boutique (under $100M) | $54.1M | 32 | 84 | 3 | 07/20/2026 | ☆ | |
| 19182 | Two Centuries Investments, Llc CRD 299570 | Wealth Manager · Boutique (under $100M) | $54.1M | 0 | 2 | 3 | 03/25/2026 | ☆ | |
| 19183 | Integrity Private Wealth Advisors, Llc CRD 299046 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $54.1M | 39 | 112 | 1 | 03/10/2026 | ☆ |
| 19184 | My Financial Coach, Llc CRD 290344 | Midland, MI | Wealth Manager · Boutique (under $100M) | $54.1M | 128 | 379 | 3 | 02/25/2026 | ☆ |
| 19185 | Augulis Financial Firm, L.L.C. CRD 173616 | Warren, NJ | Wealth Manager · Boutique (under $100M) | $54.1M | 68 | 145 | 2 | 04/25/2025 | ☆ |
| 19186 | Wealthcare Solutions, Llc CRD 126827 | Radnor, PA | Wealth Manager · Boutique (under $100M) | $54.1M | 84 | 266 | 2 | 06/01/2026 | ☆ |
| 19187 | Mok Financial Planning & Tax, Inc. CRD 289716 | Millis, MA | Wealth Manager · Boutique (under $100M) | $54.0M | 82 | 192 | 1 | 03/10/2026 | ☆ |
| 19188 | 5 Talents Advisors, Inc CRD 333270 | Cameron Park, CA | Wealth Manager · Boutique (under $100M) | $54.0M | 264 | 341 | 2 | 03/19/2026 | ☆ |
| 19189 | Harrison Lazarus Advisors, Inc. CRD 144089 | Wealth Manager · Boutique (under $100M) | $54.0M | 35 | 180 | 2 | 03/16/2026 | ☆ | |
| 19190 | Cedar Ridge Investment Management Llc CRD 326497 | Wealth Manager · Boutique (under $100M) | $54.0M | 106 | 106 | 1 | 05/28/2026 | ☆ | |
| 19191 | Elite Capital Services, Llc CRD 145449 | Folsom, CA | Wealth Manager · Boutique (under $100M) | $54.0M | 70 | 70 | 2 | 07/23/2026 | ☆ |
| 19192 | Hermens Capital Management, Inc CRD 116077 | Wealth Manager · Boutique (under $100M) | $54.0M | 36 | 63 | 1 | 03/24/2026 | ☆ | |
| 19193 | Peterson Wealth Management, Llc CRD 136585 | Wealth Manager · Boutique (under $100M) | $54.0M | 95 | 100 | 1 | 07/15/2026 | ☆ | |
| 19194 | Sugden Wealth Management, Llc CRD 165766 | Denver, CO | Wealth Manager · Boutique (under $100M) | $54.0M | 28 | 98 | 1 | 05/27/2026 | ☆ |
| 19195 | Uri Capital Management, Llc CRD 161988 | Private Fund Manager · Boutique (under $100M) | $54.0M | 6 | 6 | 1 | 03/02/2026 | ☆ | |
| 19196 | Presidio Financial, Llc CRD 300270 | Houston, TX | Insurance-Affiliated · Boutique (under $100M) | $54.0M | 116 | 440 | 2 | 01/23/2026 | ☆ |
| 19197 | Ascent Wealth Management Pllc CRD 305915 | Kalispell, MT | Wealth Manager · Boutique (under $100M) | $54.0M | 60 | 153 | 1 | 01/06/2026 | ☆ |
| 19198 | Bahr Financial Planning Network, Inc. CRD 154188 | Eagle, ID | Wealth Manager · Boutique (under $100M) | $54.0M | 76 | 292 | 1 | 03/17/2026 | ☆ |
| 19199 | Fogel Investment Advisory Group, Inc. CRD 143770 | Insurance-Affiliated · Boutique (under $100M) | $53.9M | 95 | 95 | 2 | 03/17/2026 | ☆ | |
| 19200 | Wealthbuilders, Llc CRD 286348 | Carlsbad, CA | Wealth Manager · Boutique (under $100M) | $53.9M | 90 | 90 | 2 | 03/25/2026 | ☆ |