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 |
|---|---|---|---|---|---|---|---|---|---|
| 19251 | Daybreak Wealth, Llc CRD 322844 | Hinsdale, IL | Wealth Manager · Boutique (under $100M) | $54.3M | 23 | 108 | 1 | 03/18/2026 | ☆ |
| 19252 | Insideout Wealth Strategies, Llc CRD 290389 | Wealth Manager · Boutique (under $100M) | $54.3M | 60 | 131 | 4 | 03/27/2026 | ☆ | |
| 19253 | Nutfield Financial Services, Ltd CRD 117419 | Insurance-Affiliated · Boutique (under $100M) | $54.3M | 68 | 68 | 1 | 02/05/2026 | ☆ | |
| 19254 | Chevelon Capital Management Llc CRD 298609 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $54.3M | 36 | 64 | 1 | 03/26/2026 | ☆ |
| 19255 | Stone Wall Financial Group Llc CRD 327726 | San Antonio, TX | Investment Adviser · Boutique (under $100M) | $54.3M | 0 | 4 | 1 | 08/27/2026 | ☆ |
| 19256 | Valorem Llc CRD 339215 | New York, NY | Wealth Manager · Boutique (under $100M) | $54.3M | 2 | 2 | 04/17/2026 | ☆ | |
| 19257 | Rock Creek Advisors Llc CRD 291281 | Rapid City, SD | Investment Adviser · Boutique (under $100M) | $54.2M | 36 | 39 | 2 | 03/23/2026 | ☆ |
| 19258 | Simple Wealth Llc CRD 152865 | Liberty Lake, WA | Wealth Manager · Boutique (under $100M) | $54.2M | 112 | 112 | 1 | 08/06/2026 | ☆ |
| 19259 | Mountain View Wealth Management Llc CRD 287865 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $54.2M | 56 | 123 | 1 | 03/27/2026 | ☆ |
| 19260 | Donnelly Investments Llc CRD 316460 | Wealth Manager · Boutique (under $100M) | $54.2M | 63 | 168 | 1 | 07/21/2026 | ☆ | |
| 19261 | Investment Growth Management, Inc CRD 135755 | Wealth Manager · Boutique (under $100M) | $54.2M | 85 | 85 | 3 | 04/01/2026 | ☆ | |
| 19262 | Vantage Wealth Management Llc CRD 324061 | Wealth Manager · Boutique (under $100M) | $54.2M | 31 | 98 | 1 | 02/16/2026 | ☆ | |
| 19263 | Fidela Wealth Llc CRD 328060 | Calabasas, CA | Wealth Manager · Boutique (under $100M) | $54.2M | 64 | 181 | 1 | 08/31/2026 | ☆ |
| 19264 | Alpha Ria Llc CRD 313285 | New York, NY | Wealth Manager · Boutique (under $100M) | $54.1M | 19 | 19 | 2 | 07/20/2026 | ☆ |
| 19265 | Tiedemann & Associates Investment Advisors, Inc. CRD 128873 | Wealth Manager · Boutique (under $100M) | $54.1M | 32 | 84 | 3 | 07/20/2026 | ☆ | |
| 19266 | Two Centuries Investments, Llc CRD 299570 | Wealth Manager · Boutique (under $100M) | $54.1M | 0 | 2 | 3 | 03/25/2026 | ☆ | |
| 19267 | Integrity Private Wealth Advisors, Llc CRD 299046 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $54.1M | 39 | 112 | 1 | 03/10/2026 | ☆ |
| 19268 | My Financial Coach, Llc CRD 290344 | Midland, MI | Wealth Manager · Boutique (under $100M) | $54.1M | 128 | 379 | 3 | 02/25/2026 | ☆ |
| 19269 | Wealthcare Solutions, Llc CRD 126827 | Radnor, PA | Wealth Manager · Boutique (under $100M) | $54.1M | 84 | 266 | 2 | 06/01/2026 | ☆ |
| 19270 | Mok Financial Planning & Tax, Inc. CRD 289716 | Millis, MA | Wealth Manager · Boutique (under $100M) | $54.0M | 82 | 192 | 1 | 03/10/2026 | ☆ |
| 19271 | 5 Talents Advisors, Inc CRD 333270 | Cameron Park, CA | Wealth Manager · Boutique (under $100M) | $54.0M | 264 | 341 | 2 | 03/19/2026 | ☆ |
| 19272 | Harrison Lazarus Advisors, Inc. CRD 144089 | Wealth Manager · Boutique (under $100M) | $54.0M | 35 | 180 | 2 | 03/16/2026 | ☆ | |
| 19273 | Cedar Ridge Investment Management Llc CRD 326497 | Wealth Manager · Boutique (under $100M) | $54.0M | 106 | 106 | 1 | 05/28/2026 | ☆ | |
| 19274 | Craig Capital Llc CRD 323358 | Wealth Manager · Boutique (under $100M) | $54.0M | 0 | 10 | 1 | 08/25/2026 | ☆ | |
| 19275 | Elite Capital Services, Llc CRD 145449 | Folsom, CA | Wealth Manager · Boutique (under $100M) | $54.0M | 70 | 70 | 2 | 07/23/2026 | ☆ |
| 19276 | Hermens Capital Management, Inc CRD 116077 | Wealth Manager · Boutique (under $100M) | $54.0M | 36 | 63 | 1 | 03/24/2026 | ☆ | |
| 19277 | Peterson Wealth Management, Llc CRD 136585 | Wealth Manager · Boutique (under $100M) | $54.0M | 95 | 100 | 1 | 09/29/2026 | ☆ | |
| 19278 | Sugden Wealth Management, Llc CRD 165766 | Denver, CO | Wealth Manager · Boutique (under $100M) | $54.0M | 28 | 98 | 1 | 05/27/2026 | ☆ |
| 19279 | Uri Capital Management, Llc CRD 161988 | Private Fund Manager · Boutique (under $100M) | $54.0M | 6 | 6 | 1 | 03/02/2026 | ☆ | |
| 19280 | Ascent Wealth Management Pllc CRD 305915 | Kalispell, MT | Wealth Manager · Boutique (under $100M) | $54.0M | 60 | 153 | 1 | 01/06/2026 | ☆ |
| 19281 | Bahr Financial Planning Network, Inc. CRD 154188 | Eagle, ID | Wealth Manager · Boutique (under $100M) | $54.0M | 76 | 292 | 1 | 03/17/2026 | ☆ |
| 19282 | Fogel Investment Advisory Group, Inc. CRD 143770 | Insurance-Affiliated · Boutique (under $100M) | $53.9M | 95 | 95 | 2 | 03/17/2026 | ☆ | |
| 19283 | Wealthbuilders, Llc CRD 286348 | Carlsbad, CA | Wealth Manager · Boutique (under $100M) | $53.9M | 90 | 90 | 2 | 03/25/2026 | ☆ |
| 19284 | Magnifina, Llc CRD 306005 | Bedford Hills, NY | Wealth Manager · Boutique (under $100M) | $53.9M | 13 | 52 | 3 | 03/20/2026 | ☆ |
| 19285 | Amida Wealth Advisors, Llc CRD 319227 | Miami, FL | Insurance-Affiliated · Boutique (under $100M) | $53.9M | 70 | 158 | 3 | 03/30/2026 | ☆ |
| 19286 | International Discount Investors Inc CRD 110167 | Wealth Manager · Boutique (under $100M) | $53.9M | 67 | 139 | 1 | 03/27/2026 | ☆ | |
| 19287 | Crescent Park Management, L.P. CRD 172326 | Wealth Manager · Boutique (under $100M) | $53.8M | 14 | 14 | 1 | 09/18/2026 | ☆ | |
| 19288 | Southshore Financial Planning Llc CRD 311328 | Tampa, FL | Wealth Manager · Boutique (under $100M) | $53.8M | 35 | 146 | 1 | 06/25/2026 | ☆ |
| 19289 | Long Bridge Capital Management, Llc CRD 305952 | Wealth Manager · Boutique (under $100M) | $53.8M | 106 | 106 | 4 | 03/13/2026 | ☆ | |
| 19290 | Thetford Investment Management, Inc. CRD 113426 | Wealth Manager · Boutique (under $100M) | $53.8M | 34 | 47 | 2 | 04/28/2026 | ☆ | |
| 19291 | Intrepid Wealth Partners, Llc CRD 317153 | Wealth Manager · Boutique (under $100M) | $53.8M | 161 | 356 | 1 | 03/20/2026 | ☆ | |
| 19292 | Cf Financial Llc CRD 311964 | Fort Worth, TX | Wealth Manager · Boutique (under $100M) | $53.8M | 89 | 167 | 1 | 08/17/2026 | ☆ |
| 19293 | A & L Financial Services, Llc CRD 122172 | Wealth Manager · Boutique (under $100M) | $53.7M | 72 | 129 | 3 | 03/26/2026 | ☆ | |
| 19294 | Amherst Financial Group, Llc CRD 317964 | Amherst, NH | Wealth Manager · Boutique (under $100M) | $53.7M | 184 | 351 | 3 | 03/31/2026 | ☆ |
| 19295 | Intellivest Wealth Management Corporation CRD 307398 | Boiling Springs, SC | Wealth Manager · Boutique (under $100M) | $53.7M | 351 | 313 | 2 | 03/20/2026 | ☆ |
| 19296 | Gen Y Planning Llc CRD 167656 | Wealth Manager · Boutique (under $100M) | $53.7M | 90 | 291 | 2 | 03/16/2026 | ☆ | |
| 19297 | Wealth Solutions, Inc. CRD 35331 | The Woodlands, TX | Wealth Manager · Boutique (under $100M) | $53.7M | 431 | 996 | 3 | 06/10/2026 | ☆ |
| 19298 | Thome Financial Management, Llc CRD 129190 | Bellevue, WA | Insurance-Affiliated · Boutique (under $100M) | $53.7M | 26 | 104 | 1 | 03/03/2026 | ☆ |
| 19299 | Planful Finance Llc CRD 322439 | Lake Oswego, OR | Wealth Manager · Boutique (under $100M) | $53.7M | 60 | 60 | 2 | 02/05/2026 | ☆ |
| 19300 | 3 Peaks Financial Advisors, Llc CRD 296817 | Ammon, ID | Wealth Manager · Boutique (under $100M) | $53.6M | 281 | 252 | 3 | 02/18/2026 | ☆ |