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 |
|---|---|---|---|---|---|---|---|---|---|
| 19351 | Digiorgio Capital Management, Inc. CRD 123422 | White Oak, PA | Wealth Manager · Boutique (under $100M) | $52.0M | 220 | 220 | 1 | 02/28/2025 | ☆ |
| 19352 | Estate Planners Of New England, Llc CRD 133353 | Portsmouth, NH | Wealth Manager · Boutique (under $100M) | $52.0M | 119 | 275 | 2 | 01/31/2025 | ☆ |
| 19353 | Freeman Wealth Management, Llc CRD 333431 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $52.0M | 44 | 150 | 3 | 03/30/2026 | ☆ |
| 19354 | Houlihan Asset Management Llc CRD 121586 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $52.0M | 29 | 90 | 1 | 01/05/2026 | ☆ |
| 19355 | Integrity First Planners, Inc. CRD 167305 | Wealth Manager · Boutique (under $100M) | $52.0M | 59 | 163 | 1 | 06/22/2026 | ☆ | |
| 19356 | Koury Capital Management, Llc CRD 142477 | Wealth Manager · Boutique (under $100M) | $52.0M | 12 | 12 | 1 | 03/18/2026 | ☆ | |
| 19357 | Liriano Wealth Advisory Group, Llc CRD 336843 | Newton Center, MA | Wealth Manager · Boutique (under $100M) | $52.0M | 167 | 216 | 1 | 04/01/2026 | ☆ |
| 19358 | Next World Assets Llc CRD 328070 | Endowment & Foundation Advisor · Boutique (under $100M) | $52.0M | 1 | 2 | 06/07/2026 | ☆ | ||
| 19359 | Nintai Investments Llc CRD 299278 | Multi-Family Office · Boutique (under $100M) | $52.0M | 4 | 4 | 1 | 03/28/2024 | ☆ | |
| 19360 | Retiresmart Consulting, Llc. CRD 147693 | Princeton, NJ | Wealth Manager · Boutique (under $100M) | $52.0M | 17 | 56 | 1 | 01/11/2026 | ☆ |
| 19361 | Seen Consulting Llc CRD 293724 | Wealth Manager · Boutique (under $100M) | $52.0M | 32 | 35 | 1 | 01/29/2026 | ☆ | |
| 19362 | Tre Api Wealth Management, Llc CRD 282554 | Wealth Manager · Boutique (under $100M) | $52.0M | 40 | 83 | 1 | 02/12/2026 | ☆ | |
| 19363 | Diamond Head Financial Advisors Llc CRD 149158 | Wealth Manager · Boutique (under $100M) | $52.0M | 66 | 74 | 3 | 03/30/2026 | ☆ | |
| 19364 | Gen2 Advisors, Llc CRD 336736 | Wealth Manager · Boutique (under $100M) | $52.0M | 17 | 73 | 1 | 03/12/2026 | ☆ | |
| 19365 | Cn Wealth Management, Llc CRD 150469 | Alpharetta, GA | Wealth Manager · Boutique (under $100M) | $52.0M | 35 | 91 | 1 | 03/26/2026 | ☆ |
| 19366 | 46 And 2 Investment Advisors, Llc CRD 169617 | Wealth Manager · Boutique (under $100M) | $52.0M | 37 | 37 | 1 | 03/30/2026 | ☆ | |
| 19367 | N CRD 166144 | Wealth Manager · Boutique (under $100M) | $52.0M | 80 | 135 | 1 | 02/06/2025 | ☆ | |
| 19368 | Ancora West Advisors, Llc CRD 285644 | Reno, NV | Mutual Fund / Asset Manager · Boutique (under $100M) | $51.9M | 1 | 1 | 5 | 03/30/2026 | ☆ |
| 19369 | Vzd Capital Management Llc CRD 166514 | Wealth Manager · Boutique (under $100M) | $51.9M | 112 | 112 | 2 | 03/28/2026 | ☆ | |
| 19370 | Susko Wealth Management, Llc CRD 329858 | Naples, FL | Wealth Manager · Boutique (under $100M) | $51.9M | 125 | 220 | 1 | 03/31/2026 | ☆ |
| 19371 | Beacon Capital Distributors Advisors CRD 169468 | Wealth Manager · Boutique (under $100M) | $51.9M | 448 | 448 | 4 | 02/12/2026 | ☆ | |
| 19372 | Cic Investment Consultants, Llc CRD 125459 | Glenwood, AR | Insurance-Affiliated · Boutique (under $100M) | $51.9M | 38 | 123 | 2 | 03/23/2026 | ☆ |
| 19373 | Weeks Financial Services, Llc CRD 172665 | Erdenheim, PA | Wealth Manager · Boutique (under $100M) | $51.9M | 46 | 137 | 1 | 04/23/2026 | ☆ |
| 19374 | 42 Am, Llc CRD 339735 | New York, NY | Investment Adviser · Boutique (under $100M) | $51.9M | 3 | 3 | 5 | 04/27/2026 | ☆ |
| 19375 | Main Street Management Company CRD 111736 | Aquebogue, NY | Wealth Manager · Boutique (under $100M) | $51.8M | 112 | 112 | 2 | 03/08/2024 | ☆ |
| 19376 | Trillium Square Advisors Llc CRD 296487 | Wealth Manager · Boutique (under $100M) | $51.8M | 63 | 61 | 5 | 07/17/2026 | ☆ | |
| 19377 | Acasta Partners Uk Llp CRD 334955 | London | Private Fund Manager · Boutique (under $100M) | $51.8M | 3 | 3 | 33 | 06/29/2026 | ☆ |
| 19378 | Oberweis Asset Management (Hong Kong) Limited CRD 296901 | Central | Mutual Fund / Asset Manager · Boutique (under $100M) | $51.8M | 1 | 1 | 2 | 03/31/2026 | ☆ |
| 19379 | 9 I Capital Group Llc CRD 323057 | Wealth Manager · Boutique (under $100M) | $51.7M | 94 | 212 | 3 | 02/13/2026 | ☆ | |
| 19380 | Alpine Asset Management Llc CRD 174703 | Zephyr Cove, NV | Wealth Manager · Boutique (under $100M) | $51.7M | 41 | 156 | 1 | 03/30/2026 | ☆ |
| 19381 | Anchor Bay Private Wealth Llc CRD 327418 | Carlsbad, CA | Wealth Manager · Boutique (under $100M) | $51.7M | 59 | 59 | 7 | 03/23/2026 | ☆ |
| 19382 | Stash Wealth, Llc CRD 167072 | New York, NY | Wealth Manager · Boutique (under $100M) | $51.7M | 174 | 551 | 3 | 07/15/2026 | ☆ |
| 19383 | Harmoney Wealth, Pllc CRD 307483 | Wealth Manager · Boutique (under $100M) | $51.7M | 93 | 353 | 2 | 01/29/2026 | ☆ | |
| 19384 | Sonoran Capital Management, Llc CRD 152942 | Wealth Manager · Boutique (under $100M) | $51.7M | 12 | 12 | 1 | 08/04/2026 | ☆ | |
| 19385 | Convey Wealth Llc CRD 322622 | Burbank, CA | Wealth Manager · Boutique (under $100M) | $51.7M | 57 | 156 | 0 | 05/08/2026 | ☆ |
| 19386 | Eureka Financial Planners, Llc CRD 269975 | Wealth Manager · Boutique (under $100M) | $51.7M | 98 | 133 | 1 | 02/11/2026 | ☆ | |
| 19387 | Santomenno Rocco Robert CRD 107832 | Wealth Manager · Boutique (under $100M) | $51.7M | 82 | 82 | 1 | 01/20/2026 | ☆ | |
| 19388 | Sapphire Wealth Consulting, Inc. CRD 284007 | Ponte Vedra Beach, FL | Wealth Manager · Boutique (under $100M) | $51.6M | 75 | 282 | 1 | 02/23/2026 | ☆ |
| 19389 | Evla Hills Equity Services Llc CRD 142446 | Saratoga, CA | Private Fund Manager · Boutique (under $100M) | $51.6M | 33 | 62 | 1 | 03/19/2026 | ☆ |
| 19390 | R.M. Long Investment Advisory, Inc. CRD 110990 | Wilmington, NC | Wealth Manager · Boutique (under $100M) | $51.6M | 30 | 153 | 4 | 07/01/2026 | ☆ |
| 19391 | Teckmeyer Financial Services, L.L.C. CRD 39000 | Omaha, NE | Insurance-Affiliated · Boutique (under $100M) | $51.6M | 46 | 44 | 7 | 03/30/2026 | ☆ |
| 19392 | Advantage Asset Management, Inc. CRD 111203 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $51.6M | 58 | 226 | 2 | 02/07/2026 | ☆ |
| 19393 | Bassett And Associates Retirement Planning Services, Inc. CRD 170825 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $51.6M | 276 | 487 | 1 | 02/12/2026 | ☆ |
| 19394 | Northstar Capital Advisors Llc CRD 150004 | Wealth Manager · Boutique (under $100M) | $51.6M | 72 | 169 | 2 | 03/29/2026 | ☆ | |
| 19395 | Purevest, Llc CRD 318332 | Staten Island, NY | Wealth Manager · Boutique (under $100M) | $51.6M | 91 | 91 | 2 | 03/13/2026 | ☆ |
| 19396 | Purple Dog Investments Llc CRD 300905 | Springfield, NJ | Wealth Manager · Boutique (under $100M) | $51.6M | 279 | 569 | 1 | 01/28/2026 | ☆ |
| 19397 | Weiser Financial Planning Llc CRD 289400 | Wealth Manager · Boutique (under $100M) | $51.5M | 114 | 260 | 1 | 01/29/2026 | ☆ | |
| 19398 | Retirement Planning Solutions, Llc CRD 132118 | Wealth Manager · Boutique (under $100M) | $51.5M | 65 | 65 | 1 | 03/09/2026 | ☆ | |
| 19399 | Launch Wealth Llc CRD 322115 | Hays, KS | Wealth Manager · Boutique (under $100M) | $51.5M | 164 | 525 | 3 | 01/23/2026 | ☆ |
| 19400 | Sentinel Advisory Corp CRD 108720 | Fernandina Beach, FL | Wealth Manager · Boutique (under $100M) | $51.5M | 50 | 124 | 1 | 04/16/2026 | ☆ |