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 |
|---|---|---|---|---|---|---|---|---|---|
| 19251 | John David Thornton CRD 114457 | Houston, TX | Wealth Manager · Boutique (under $100M) | $53.3M | 140 | 269 | 2 | 03/26/2026 | ☆ |
| 19252 | N CRD 316920 | Mutual Fund / Asset Manager · Boutique (under $100M) | $53.3M | 2 | 2 | 6 | 03/17/2025 | ☆ | |
| 19253 | Elevation Wealth Partners, Llc CRD 324083 | Insurance-Affiliated · Boutique (under $100M) | $53.3M | 171 | 496 | 2 | 07/07/2026 | ☆ | |
| 19254 | Legacy Advisory Group, Inc CRD 328470 | Santa Ana, CA | Wealth Manager · Boutique (under $100M) | $53.2M | 76 | 124 | 2 | 05/01/2026 | ☆ |
| 19255 | Your Financial Pharmacist Planning, Llc CRD 282918 | New Albany, OH | Wealth Manager · Boutique (under $100M) | $53.2M | 232 | 715 | 7 | 06/23/2026 | ☆ |
| 19256 | Arnold Insurance & Financial Services, Llc CRD 269890 | Cocoa, FL | Insurance-Affiliated · Boutique (under $100M) | $53.2M | 230 | 230 | 1 | 01/20/2026 | ☆ |
| 19257 | Farrell, Paige Deter CRD 287615 | Sacramento, CA | Wealth Manager · Boutique (under $100M) | $53.2M | 37 | 162 | 1 | 07/01/2026 | ☆ |
| 19258 | Kirkwood Private, Llc CRD 139593 | Wealth Manager · Boutique (under $100M) | $53.2M | 13 | 44 | 1 | 03/05/2026 | ☆ | |
| 19259 | Fortuna Asset Management Llc CRD 106897 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $53.2M | 39 | 39 | 1 | 03/31/2026 | ☆ |
| 19260 | Pembroke Asset Advisors, Llc CRD 172999 | Insurance-Affiliated · Boutique (under $100M) | $53.1M | 168 | 381 | 2 | 03/02/2026 | ☆ | |
| 19261 | Penn Advisory Group Inc. CRD 315991 | Mount Vernon, IA | Wealth Manager · Boutique (under $100M) | $53.1M | 70 | 231 | 2 | 05/19/2026 | ☆ |
| 19262 | Alchemy Investment Management Llp CRD 323282 | Gandhinagar, Gujarat | Private Fund Manager · Boutique (under $100M) | $53.1M | 1 | 1 | 3 | 06/30/2026 | ☆ |
| 19263 | South Lane Wealth Management Llc CRD 167439 | Wealth Manager · Boutique (under $100M) | $53.1M | 42 | 90 | 1 | 01/12/2026 | ☆ | |
| 19264 | Presidio Financial Group, Inc CRD 291260 | Issaquah, WA | Wealth Manager · Boutique (under $100M) | $53.1M | 204 | 359 | 2 | 07/24/2026 | ☆ |
| 19265 | Arrowstone Wealth, Llc CRD 172147 | Wealth Manager · Boutique (under $100M) | $53.1M | 45 | 104 | 2 | 08/07/2026 | ☆ | |
| 19266 | Merriment Advisors Llc CRD 299279 | Wealth Manager · Boutique (under $100M) | $53.1M | 120 | 339 | 4 | 03/31/2026 | ☆ | |
| 19267 | Jordan Financial Llc CRD 153466 | Wealth Manager · Boutique (under $100M) | $53.1M | 46 | 125 | 1 | 02/23/2026 | ☆ | |
| 19268 | Winvest Investments L.P. CRD 114358 | Montrose, CO | Wealth Manager · Boutique (under $100M) | $53.1M | 13 | 12 | 2 | 01/30/2026 | ☆ |
| 19269 | Academy Wealth Advisers, Llc CRD 158588 | Wealth Manager · Boutique (under $100M) | $53.1M | 150 | 150 | 1 | 01/12/2026 | ☆ | |
| 19270 | Trinity Wealth Solutions Llc CRD 324183 | Sterling Heights, MI | Wealth Manager · Boutique (under $100M) | $53.1M | 109 | 109 | 2 | 05/06/2026 | ☆ |
| 19271 | Visdom Investment Group Llc CRD 327619 | Rye Brook, NY | Wealth Manager · Boutique (under $100M) | $53.1M | 10 | 10 | 4 | 03/31/2026 | ☆ |
| 19272 | Wisdom Investments Inc. CRD 123197 | Hoffman Estates, IL | Wealth Manager · Boutique (under $100M) | $53.1M | 143 | 301 | 2 | 03/24/2026 | ☆ |
| 19273 | Westpark Capital, Inc. CRD 39914 | Los Angeles, CA | Insurance-Affiliated · Boutique (under $100M) | $53.1M | 265 | 265 | 11 | 06/03/2026 | ☆ |
| 19274 | C1 Advisors Llc CRD 331914 | Palo Alto, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $53.1M | 1 | 1 | 4 | 03/31/2026 | ☆ |
| 19275 | Heinekamp Financial Planning & Tax Service, Llc CRD 121857 | Brownsburg, IN | Wealth Manager · Boutique (under $100M) | $53.0M | 230 | 290 | 6 | 01/06/2026 | ☆ |
| 19276 | Charles Edmond Tobler CRD 128021 | Wealth Manager · Boutique (under $100M) | $53.0M | 20 | 74 | 1 | 03/30/2026 | ☆ | |
| 19277 | Clark Wealth Strategies, Inc CRD 146090 | Omaha, NE | Wealth Manager · Boutique (under $100M) | $53.0M | 87 | 87 | 5 | 05/15/2026 | ☆ |
| 19278 | Crawford Wealth Management, Llc CRD 332941 | Wealth Manager · Boutique (under $100M) | $53.0M | 14 | 32 | 1 | 03/12/2026 | ☆ | |
| 19279 | Quraishi Wealth Management Llc CRD 280032 | Jonesboro, AR | Wealth Manager · Boutique (under $100M) | $53.0M | 91 | 238 | 1 | 03/29/2026 | ☆ |
| 19280 | The Art Of Finance Llc CRD 281950 | Austin, TX | Wealth Manager · Boutique (under $100M) | $53.0M | 84 | 84 | 3 | 03/31/2026 | ☆ |
| 19281 | Blacklines CRD 323340 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $53.0M | 249 | 249 | 3 | 04/22/2026 | ☆ |
| 19282 | Konnect Health And Wealth Llc CRD 166933 | Wealth Manager · Boutique (under $100M) | $53.0M | 69 | 188 | 1 | 03/10/2026 | ☆ | |
| 19283 | Harwood Private Equity Llp CRD 330340 | London | Investment Adviser · Boutique (under $100M) | $52.9M | 26 | 26 | 8 | 01/19/2026 | ☆ |
| 19284 | One Xvi Wealth, Llc CRD 329940 | Southlake, TX | Wealth Manager · Boutique (under $100M) | $52.9M | 63 | 191 | 1 | 03/06/2026 | ☆ |
| 19285 | Sky Vision Wealth Management Corp. CRD 317320 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $52.8M | 78 | 78 | 2 | 03/31/2026 | ☆ |
| 19286 | Ross Wealth Planning Group, Llc CRD 126079 | Londonderry, NH | Insurance-Affiliated · Boutique (under $100M) | $52.8M | 149 | 161 | 1 | 03/12/2026 | ☆ |
| 19287 | Fairview Financial Llc CRD 122287 | Wealth Manager · Boutique (under $100M) | $52.8M | 64 | 128 | 1 | 02/06/2026 | ☆ | |
| 19288 | Dandurand Financial Partners, Llc CRD 323234 | Granville, OH | Wealth Manager · Boutique (under $100M) | $52.8M | 108 | 337 | 3 | 03/24/2026 | ☆ |
| 19289 | Wilshire Pennington Group, Inc. CRD 127465 | Nichols Hills, OK | Wealth Manager · Boutique (under $100M) | $52.8M | 103 | 114 | 2 | 03/26/2026 | ☆ |
| 19290 | Pacific Capital Works, Inc. CRD 152250 | Portland, OR | Wealth Manager · Boutique (under $100M) | $52.8M | 22 | 30 | 1 | 03/31/2026 | ☆ |
| 19291 | Financial Guidance Investment Advisers, Inc. CRD 120856 | Olmsted Falls, OH | Wealth Manager · Boutique (under $100M) | $52.8M | 86 | 224 | 1 | 03/18/2026 | ☆ |
| 19292 | Meritage Wealth Advisory, Llc CRD 147969 | Wealth Manager · Boutique (under $100M) | $52.8M | 40 | 92 | 1 | 02/27/2026 | ☆ | |
| 19293 | Kb & Partners Management Co Llc CRD 108105 | New York, NY | Private Fund Manager · Boutique (under $100M) | $52.8M | 1 | 1 | 6 | 03/31/2026 | ☆ |
| 19294 | Royale Asset Management Llc CRD 281827 | Wealth Manager · Boutique (under $100M) | $52.7M | 58 | 1 | 01/23/2026 | ☆ | ||
| 19295 | Virtua Capital Management, Llc CRD 289606 | Scottsdale, AZ | Private Fund Manager · Boutique (under $100M) | $52.7M | 12 | 12 | 3 | 03/18/2026 | ☆ |
| 19296 | Alta Strada Wealth Partners, Llc CRD 337545 | Wealth Manager · Boutique (under $100M) | $52.7M | 54 | 54 | 2 | 06/09/2026 | ☆ | |
| 19297 | Blue Marlin Holdco Llc CRD 313892 | Bethesda, MD | Private Fund Manager · Boutique (under $100M) | $52.7M | 1 | 1 | 13 | 07/01/2026 | ☆ |
| 19298 | Boyd, Darryl Keith CRD 121782 | Henderson, NV | Wealth Manager · Boutique (under $100M) | $52.6M | 106 | 154 | 1 | 03/13/2026 | ☆ |
| 19299 | Arena Wealth Advisors Llc CRD 331123 | Jeffersonville, IN | Wealth Manager · Boutique (under $100M) | $52.6M | 56 | 135 | 1 | 02/03/2026 | ☆ |
| 19300 | Qubera Wealth Management Inc CRD 161389 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $52.6M | 88 | 298 | 1 | 03/12/2026 | ☆ |