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 |
|---|---|---|---|---|---|---|---|---|---|
| 19201 | Hartwell Wealth Management Llc CRD 322723 | St Joseph, MI | Wealth Manager · Boutique (under $100M) | $54.8M | 154 | 297 | 4 | 08/27/2026 | ☆ |
| 19202 | Conkin Financial Group, Inc. CRD 328254 | Edmond, OK | Wealth Manager · Boutique (under $100M) | $54.8M | 147 | 235 | 1 | 04/16/2026 | ☆ |
| 19203 | Rea Financial, Inc CRD 340696 | Orlando, FL | Wealth Manager · Boutique (under $100M) | $54.8M | 146 | 364 | 3 | 09/30/2026 | ☆ |
| 19204 | Alpha Strategies Corporation CRD 153713 | Wealth Manager · Boutique (under $100M) | $54.8M | 88 | 201 | 1 | 03/12/2026 | ☆ | |
| 19205 | Capital Resources And Insurance, Inc CRD 301878 | Huntington Beach, CA | Wealth Manager · Boutique (under $100M) | $54.8M | 109 | 146 | 2 | 07/28/2026 | ☆ |
| 19206 | Bugdal Ziusser Asset Management, Inc. CRD 128915 | Wealth Manager · Boutique (under $100M) | $54.8M | 23 | 23 | 2 | 01/20/2026 | ☆ | |
| 19207 | Honor Wealth Management, Llc CRD 336450 | Tomball, TX | Wealth Manager · Boutique (under $100M) | $54.8M | 338 | 338 | 2 | 04/14/2026 | ☆ |
| 19208 | S.H. Capital Management Corp. CRD 145239 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $54.8M | 92 | 191 | 1 | 02/19/2026 | ☆ |
| 19209 | Ocean Advisors, Llc CRD 133124 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $54.8M | 51 | 97 | 1 | 02/06/2026 | ☆ |
| 19210 | Kdhb V Capital Management, Llc CRD 307182 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $54.8M | 3 | 1 | 1 | 08/10/2026 | ☆ |
| 19211 | Stinson Capital Management, Llc CRD 284965 | Wealth Manager · Boutique (under $100M) | $54.8M | 36 | 114 | 3 | 03/31/2026 | ☆ | |
| 19212 | Murray Street Capital Advisors, Llc CRD 300232 | Fort Lauderdale, FL | Insurance-Affiliated · Boutique (under $100M) | $54.7M | 72 | 145 | 1 | 01/29/2026 | ☆ |
| 19213 | Brightstone Advisors Llp CRD 150936 | Fishers, IN | Wealth Manager · Boutique (under $100M) | $54.7M | 43 | 80 | 3 | 03/26/2026 | ☆ |
| 19214 | Lincolnbridge Financial Planning, Llc CRD 333779 | Oglesby, IL | Wealth Manager · Boutique (under $100M) | $54.7M | 248 | 418 | 3 | 04/14/2026 | ☆ |
| 19215 | Canyon Creek Investment Advisors, Ltd. CRD 316378 | Wealth Manager · Boutique (under $100M) | $54.7M | 72 | 118 | 2 | 02/23/2026 | ☆ | |
| 19216 | Harmony Wealth Management Llc CRD 304818 | Wealth Manager · Boutique (under $100M) | $54.7M | 78 | 122 | 1 | 03/23/2026 | ☆ | |
| 19217 | Freitag Financial Group, Llc CRD 150444 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $54.7M | 42 | 171 | 1 | 03/06/2026 | ☆ |
| 19218 | Groesbeck Investment Management Corp CRD 106679 | Glen Rock, NJ | Wealth Manager · Boutique (under $100M) | $54.7M | 30 | 30 | 1 | 09/09/2026 | ☆ |
| 19219 | Fairport Advisors, Inc. CRD 117177 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $54.7M | 62 | 62 | 7 | 07/15/2026 | ☆ |
| 19220 | Oaks Valley Financial Services, Llc CRD 144640 | Miami, FL | Wealth Manager · Boutique (under $100M) | $54.7M | 320 | 320 | 4 | 04/23/2026 | ☆ |
| 19221 | Honor Family Office, Llc CRD 317000 | Santa Barbara, CA | Multi-Family Office · Boutique (under $100M) | $54.7M | 6 | 29 | 1 | 03/18/2026 | ☆ |
| 19222 | P.A. Schopen & Associates, Llc CRD 290581 | Golden, CO | Wealth Manager · Boutique (under $100M) | $54.7M | 93 | 206 | 2 | 04/09/2026 | ☆ |
| 19223 | Twombly Asset Management Llc CRD 151610 | Northfield, IL | Wealth Manager · Boutique (under $100M) | $54.7M | 42 | 96 | 3 | 03/31/2026 | ☆ |
| 19224 | Method Finance, Llc CRD 170647 | Wealth Manager · Boutique (under $100M) | $54.6M | 56 | 169 | 1 | 02/12/2026 | ☆ | |
| 19225 | Shore Financial Planning, Llc CRD 299824 | Monmouth Beach, NJ | Wealth Manager · Boutique (under $100M) | $54.6M | 67 | 309 | 3 | 03/31/2026 | ☆ |
| 19226 | Repex Investment Management Co., Inc. CRD 123647 | Closter, NJ | Wealth Manager · Boutique (under $100M) | $54.6M | 59 | 59 | 2 | 03/18/2026 | ☆ |
| 19227 | Oncenter Financial Advisors Llc CRD 168013 | Beachwood, OH | Wealth Manager · Boutique (under $100M) | $54.6M | 28 | 93 | 1 | 02/18/2026 | ☆ |
| 19228 | Twenty Five Capital Partners, Llc CRD 338735 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $54.6M | 71 | 172 | 3 | 05/14/2026 | ☆ |
| 19229 | Sisto Investment Advisory, Llc CRD 284949 | Roseville, CA | Wealth Manager · Boutique (under $100M) | $54.6M | 47 | 151 | 1 | 02/03/2026 | ☆ |
| 19230 | Arrow Alliance, Llc CRD 318519 | Franklin, TN | Wealth Manager · Boutique (under $100M) | $54.6M | 18 | 129 | 2 | 09/03/2026 | ☆ |
| 19231 | Stroud Investment Consulting, Llc CRD 324507 | Insurance-Affiliated · Boutique (under $100M) | $54.6M | 29 | 29 | 1 | 03/03/2026 | ☆ | |
| 19232 | Vita Wealth Advisors, Llc CRD 331838 | Manhattan Beach, CA | Wealth Manager · Boutique (under $100M) | $54.5M | 136 | 25 | 2 | 07/08/2026 | ☆ |
| 19233 | Miano, John Christopher CRD 132484 | Utica, NY | Wealth Manager · Boutique (under $100M) | $54.5M | 51 | 51 | 1 | 03/13/2026 | ☆ |
| 19234 | Unify Wealth Management, Llc CRD 277063 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $54.5M | 243 | 267 | 2 | 01/05/2026 | ☆ |
| 19235 | Lakeview Investment Advisors, Llc CRD 122928 | Wealth Manager · Boutique (under $100M) | $54.5M | 27 | 27 | 1 | 07/10/2026 | ☆ | |
| 19236 | Rena Advisors Llc CRD 164431 | Pearl River, NY | Wealth Manager · Boutique (under $100M) | $54.5M | 7 | 61 | 1 | 02/18/2026 | ☆ |
| 19237 | Complete View Financial Llc CRD 305247 | Wealth Manager · Boutique (under $100M) | $54.5M | 34 | 245 | 1 | 02/17/2026 | ☆ | |
| 19238 | Ranger Alternative Management, L.P. CRD 145543 | Dallas, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $54.5M | 1 | 1 | 11 | 03/31/2026 | ☆ |
| 19239 | Solve Consulting Group, Llc CRD 319465 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $54.4M | 65 | 108 | 2 | 03/25/2026 | ☆ |
| 19240 | Ha Llc CRD 300587 | Wealth Manager · Boutique (under $100M) | $54.4M | 54 | 363 | 1 | 03/23/2026 | ☆ | |
| 19241 | Cimarron Capital Associates Ii, Llc CRD 324731 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $54.4M | 5 | 5 | 4 | 06/22/2026 | ☆ |
| 19242 | Technologies Abx Llc CRD 337681 | Investment Adviser · Boutique (under $100M) | $54.4M | 10 | 14 | 9 | 03/25/2026 | ☆ | |
| 19243 | Allegiance Financial Services, Inc. CRD 123847 | Hingham, MA | Insurance-Affiliated · Boutique (under $100M) | $54.4M | 47 | 49 | 2 | 02/19/2025 | ☆ |
| 19244 | Rude Wealth Advisory Llc CRD 312865 | Olney, IL | Wealth Manager · Boutique (under $100M) | $54.4M | 162 | 412 | 4 | 01/20/2026 | ☆ |
| 19245 | Godfrey Investments, Inc. CRD 131832 | Leawood, KS | Wealth Manager · Boutique (under $100M) | $54.4M | 71 | 71 | 1 | 01/06/2026 | ☆ |
| 19246 | Reed Capital Management, Llc CRD 171162 | Wealth Manager · Boutique (under $100M) | $54.4M | 118 | 118 | 4 | 02/27/2026 | ☆ | |
| 19247 | Upleft, Llc CRD 298637 | Port Angeles, WA | Wealth Manager · Boutique (under $100M) | $54.4M | 53 | 194 | 3 | 09/29/2026 | ☆ |
| 19248 | Focus Capital, Llc CRD 118068 | Wealth Manager · Boutique (under $100M) | $54.4M | 61 | 61 | 1 | 03/20/2026 | ☆ | |
| 19249 | Berenz Wealth Management, Llc CRD 168826 | Littleton, CO | Wealth Manager · Boutique (under $100M) | $54.3M | 142 | 284 | 3 | 05/26/2026 | ☆ |
| 19250 | Intelligent Investing, Llc CRD 286436 | Greenville, SC | Wealth Manager · Boutique (under $100M) | $54.3M | 33 | 126 | 2 | 02/11/2026 | ☆ |