Investment advisers
45,174 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 |
|---|---|---|---|---|---|---|---|---|---|
| 19451 | Diamond Head Financial Advisors Llc CRD 149158 | Wealth Manager · Boutique (under $100M) | $52.0M | 66 | 74 | 3 | 03/30/2026 | ☆ | |
| 19452 | Gen2 Advisors, Llc CRD 336736 | Wealth Manager · Boutique (under $100M) | $52.0M | 17 | 73 | 1 | 08/24/2026 | ☆ | |
| 19453 | Cn Wealth Management, Llc CRD 150469 | Alpharetta, GA | Wealth Manager · Boutique (under $100M) | $52.0M | 35 | 91 | 1 | 03/26/2026 | ☆ |
| 19454 | 46 And 2 Investment Advisors, Llc CRD 169617 | Wealth Manager · Boutique (under $100M) | $52.0M | 37 | 37 | 1 | 03/30/2026 | ☆ | |
| 19455 | N CRD 166144 | Wealth Manager · Boutique (under $100M) | $52.0M | 80 | 135 | 1 | 02/06/2025 | ☆ | |
| 19456 | Ancora West Advisors, Llc CRD 285644 | Reno, NV | Mutual Fund / Asset Manager · Boutique (under $100M) | $51.9M | 1 | 1 | 5 | 03/30/2026 | ☆ |
| 19457 | Vzd Capital Management Llc CRD 166514 | Wealth Manager · Boutique (under $100M) | $51.9M | 112 | 112 | 2 | 03/28/2026 | ☆ | |
| 19458 | Susko Wealth Management, Llc CRD 329858 | Naples, FL | Wealth Manager · Boutique (under $100M) | $51.9M | 125 | 220 | 1 | 03/31/2026 | ☆ |
| 19459 | Beacon Capital Distributors Advisors CRD 169468 | Wealth Manager · Boutique (under $100M) | $51.9M | 448 | 448 | 4 | 08/28/2026 | ☆ | |
| 19460 | Cic Investment Consultants, Llc CRD 125459 | Glenwood, AR | Insurance-Affiliated · Boutique (under $100M) | $51.9M | 38 | 123 | 2 | 03/23/2026 | ☆ |
| 19461 | Weeks Financial Services, Llc CRD 172665 | Erdenheim, PA | Wealth Manager · Boutique (under $100M) | $51.9M | 46 | 137 | 1 | 04/23/2026 | ☆ |
| 19462 | 42 Am, Llc CRD 339735 | New York, NY | Investment Adviser · Boutique (under $100M) | $51.9M | 3 | 3 | 5 | 04/27/2026 | ☆ |
| 19463 | Main Street Management Company CRD 111736 | Aquebogue, NY | Wealth Manager · Boutique (under $100M) | $51.8M | 112 | 112 | 2 | 03/08/2024 | ☆ |
| 19464 | Trillium Square Advisors Llc CRD 296487 | Wealth Manager · Boutique (under $100M) | $51.8M | 63 | 61 | 4 | 09/14/2026 | ☆ | |
| 19465 | Acasta Partners Uk Llp CRD 334955 | London | Private Fund Manager · Boutique (under $100M) | $51.8M | 3 | 3 | 33 | 06/29/2026 | ☆ |
| 19466 | Oberweis Asset Management (Hong Kong) Limited CRD 296901 | Central | Mutual Fund / Asset Manager · Boutique (under $100M) | $51.8M | 1 | 1 | 2 | 03/31/2026 | ☆ |
| 19467 | 9 I Capital Group Llc CRD 323057 | Wealth Manager · Boutique (under $100M) | $51.7M | 94 | 212 | 3 | 02/13/2026 | ☆ | |
| 19468 | Alpine Asset Management Llc CRD 174703 | Zephyr Cove, NV | Wealth Manager · Boutique (under $100M) | $51.7M | 41 | 156 | 1 | 03/30/2026 | ☆ |
| 19469 | Anchor Bay Private Wealth Llc CRD 327418 | Carlsbad, CA | Wealth Manager · Boutique (under $100M) | $51.7M | 59 | 59 | 7 | 03/23/2026 | ☆ |
| 19470 | Stash Wealth, Llc CRD 167072 | New York, NY | Wealth Manager · Boutique (under $100M) | $51.7M | 174 | 551 | 3 | 07/15/2026 | ☆ |
| 19471 | Harmoney Wealth, Pllc CRD 307483 | Wealth Manager · Boutique (under $100M) | $51.7M | 93 | 353 | 2 | 01/29/2026 | ☆ | |
| 19472 | Sonoran Capital Management, Llc CRD 152942 | Wealth Manager · Boutique (under $100M) | $51.7M | 12 | 12 | 1 | 08/04/2026 | ☆ | |
| 19473 | Convey Wealth Llc CRD 322622 | Burbank, CA | Wealth Manager · Boutique (under $100M) | $51.7M | 57 | 156 | 0 | 05/08/2026 | ☆ |
| 19474 | Eureka Financial Planners, Llc CRD 269975 | Wealth Manager · Boutique (under $100M) | $51.7M | 98 | 133 | 1 | 02/11/2026 | ☆ | |
| 19475 | Santomenno Rocco Robert CRD 107832 | Wealth Manager · Boutique (under $100M) | $51.7M | 82 | 82 | 1 | 09/24/2026 | ☆ | |
| 19476 | Sapphire Wealth Consulting, Inc. CRD 284007 | Ponte Vedra Beach, FL | Wealth Manager · Boutique (under $100M) | $51.6M | 75 | 282 | 1 | 02/23/2026 | ☆ |
| 19477 | Evla Hills Equity Services Llc CRD 142446 | Saratoga, CA | Private Fund Manager · Boutique (under $100M) | $51.6M | 33 | 62 | 1 | 03/19/2026 | ☆ |
| 19478 | R.M. Long Investment Advisory, Inc. CRD 110990 | Wilmington, NC | Wealth Manager · Boutique (under $100M) | $51.6M | 30 | 153 | 4 | 07/01/2026 | ☆ |
| 19479 | Teckmeyer Financial Services, L.L.C. CRD 39000 | Omaha, NE | Insurance-Affiliated · Boutique (under $100M) | $51.6M | 46 | 44 | 7 | 03/30/2026 | ☆ |
| 19480 | Advantage Asset Management, Inc. CRD 111203 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $51.6M | 58 | 226 | 2 | 02/07/2026 | ☆ |
| 19481 | 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 | ☆ |
| 19482 | Northstar Capital Advisors Llc CRD 150004 | Wealth Manager · Boutique (under $100M) | $51.6M | 72 | 169 | 2 | 03/29/2026 | ☆ | |
| 19483 | Purevest, Llc CRD 318332 | Staten Island, NY | Wealth Manager · Boutique (under $100M) | $51.6M | 91 | 91 | 2 | 03/13/2026 | ☆ |
| 19484 | Purple Dog Investments Llc CRD 300905 | Springfield, NJ | Wealth Manager · Boutique (under $100M) | $51.6M | 279 | 569 | 1 | 01/28/2026 | ☆ |
| 19485 | Weiser Financial Planning Llc CRD 289400 | Wealth Manager · Boutique (under $100M) | $51.5M | 114 | 260 | 1 | 01/29/2026 | ☆ | |
| 19486 | Retirement Planning Solutions, Llc CRD 132118 | Wealth Manager · Boutique (under $100M) | $51.5M | 65 | 65 | 1 | 03/09/2026 | ☆ | |
| 19487 | Launch Wealth Llc CRD 322115 | Hays, KS | Wealth Manager · Boutique (under $100M) | $51.5M | 164 | 525 | 3 | 01/23/2026 | ☆ |
| 19488 | Sentinel Advisory Corp CRD 108720 | Fernandina Beach, FL | Wealth Manager · Boutique (under $100M) | $51.5M | 50 | 124 | 1 | 04/16/2026 | ☆ |
| 19489 | Rich Dewitt Wealth Management Llc CRD 327682 | Chattanooga, TN | Insurance-Affiliated · Boutique (under $100M) | $51.5M | 123 | 123 | 1 | 04/06/2026 | ☆ |
| 19490 | Aspire Wealth Management, Llc CRD 311368 | Overland Park, KS | Insurance-Affiliated · Boutique (under $100M) | $51.4M | 302 | 398 | 12 | 05/26/2026 | ☆ |
| 19491 | Gugle Wealth Advisory Llc CRD 331310 | Wealth Manager · Boutique (under $100M) | $51.4M | 26 | 172 | 1 | 03/25/2026 | ☆ | |
| 19492 | Asymmetric Advantage Capital Management, Llc CRD 157549 | Bellevue, WA | Wealth Manager · Boutique (under $100M) | $51.4M | 49 | 141 | 2 | 02/06/2026 | ☆ |
| 19493 | Clarity Financial Design Llc CRD 316258 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $51.4M | 39 | 134 | 2 | 08/06/2026 | ☆ |
| 19494 | Axiom Investment Solutions Llc CRD 192518 | Wealth Manager · Boutique (under $100M) | $51.4M | 71 | 165 | 1 | 01/26/2026 | ☆ | |
| 19495 | Tuma Financial, Llc CRD 286365 | Wealth Manager · Boutique (under $100M) | $51.4M | 34 | 34 | 1 | 03/24/2026 | ☆ | |
| 19496 | M3 L Business Development Llc CRD 298943 | Wealth Manager · Boutique (under $100M) | $51.3M | 77 | 208 | 1 | 03/05/2026 | ☆ | |
| 19497 | Martorell Capital Partners, Llc CRD 286562 | Greenwich, CT | Wealth Manager · Boutique (under $100M) | $51.3M | 18 | 25 | 2 | 08/25/2026 | ☆ |
| 19498 | Mason Financial Services Inc CRD 173628 | Redlands, CA | Wealth Manager · Boutique (under $100M) | $51.3M | 86 | 86 | 3 | 02/03/2026 | ☆ |
| 19499 | Cantu Tactical Wealth Management, Inc. CRD 152210 | Wealth Manager · Boutique (under $100M) | $51.3M | 72 | 191 | 2 | 01/29/2026 | ☆ | |
| 19500 | Anweiler Financial Management, Llc CRD 122236 | New Haven, IN | Wealth Manager · Boutique (under $100M) | $51.3M | 107 | 190 | 1 | 04/08/2026 | ☆ |