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 |
|---|---|---|---|---|---|---|---|---|---|
| 19451 | Silicon Valley Wealth Management Solutions, Inc. CRD 159702 | San Jose, CA | Wealth Manager · Boutique (under $100M) | $50.9M | 273 | 273 | 1 | 03/19/2026 | ☆ |
| 19452 | Andersonlane Associates Llc CRD 301225 | Needham, MA | Wealth Manager · Boutique (under $100M) | $50.9M | 43 | 128 | 1 | 02/06/2026 | ☆ |
| 19453 | Brennan Asset Management, Llc CRD 174637 | Private Fund Manager · Boutique (under $100M) | $50.9M | 16 | 16 | 1 | 04/21/2026 | ☆ | |
| 19454 | Fletcher Capital Management, Llc CRD 153360 | Wealth Manager · Boutique (under $100M) | $50.9M | 202 | 202 | 1 | 02/19/2026 | ☆ | |
| 19455 | Journey 1 Advisors, Llc CRD 323480 | Media, PA | Wealth Manager · Boutique (under $100M) | $50.9M | 51 | 72 | 1 | 03/31/2026 | ☆ |
| 19456 | Profitscore Capital Management, Inc. CRD 119210 | Eagle, ID | Investment Adviser · Boutique (under $100M) | $50.9M | 13 | 20 | 5 | 05/05/2026 | ☆ |
| 19457 | Index Gurus, Inc. CRD 131014 | Wealth Manager · Boutique (under $100M) | $50.9M | 32 | 32 | 1 | 07/03/2026 | ☆ | |
| 19458 | Seaway Advisors,Ltd. CRD 149745 | Fairport, NY | Wealth Manager · Boutique (under $100M) | $50.8M | 94 | 94 | 2 | 03/09/2026 | ☆ |
| 19459 | Endicott Management Company CRD 157119 | New York, NY | Private Fund Manager · Boutique (under $100M) | $50.8M | 2 | 2 | 5 | 03/26/2026 | ☆ |
| 19460 | Fernandez Wealth Management, Llc CRD 337600 | Insurance-Affiliated · Boutique (under $100M) | $50.8M | 105 | 190 | 3 | 05/05/2026 | ☆ | |
| 19461 | Viento Financial Group, Llc CRD 330291 | Wealth Manager · Boutique (under $100M) | $50.8M | 83 | 83 | 2 | 03/22/2026 | ☆ | |
| 19462 | Arbogast Financial Advisors, Llc CRD 141562 | Melbourne, FL | Wealth Manager · Boutique (under $100M) | $50.8M | 79 | 138 | 4 | 02/16/2026 | ☆ |
| 19463 | Summer Creek Wealth Management, Llc CRD 165258 | Wealth Manager · Boutique (under $100M) | $50.8M | 51 | 51 | 1 | 03/31/2026 | ☆ | |
| 19464 | Carosa Stanton Asset Management, Llc CRD 104588 | Mendon, NY | Wealth Manager · Boutique (under $100M) | $50.7M | 27 | 27 | 3 | 03/27/2026 | ☆ |
| 19465 | Wilson Wealth Management Group, L.L.C. CRD 132912 | Insurance-Affiliated · Boutique (under $100M) | $50.7M | 487 | 732 | 5 | 08/12/2026 | ☆ | |
| 19466 | Daniels D'amelio Investment Management Group, Llc CRD 301456 | Jupiter, FL | Wealth Manager · Boutique (under $100M) | $50.7M | 67 | 143 | 1 | 03/17/2026 | ☆ |
| 19467 | O'connor Portfolio Management Llc CRD 168679 | Wealth Manager · Boutique (under $100M) | $50.7M | 123 | 209 | 2 | 06/10/2026 | ☆ | |
| 19468 | Patap Financial Services, Inc. CRD 111965 | Insurance-Affiliated · Boutique (under $100M) | $50.7M | 135 | 135 | 0 | 02/10/2026 | ☆ | |
| 19469 | Barbara J. Bouchey Asset Management, Inc. CRD 120034 | Wealth Manager · Boutique (under $100M) | $50.7M | 73 | 152 | 1 | 01/05/2026 | ☆ | |
| 19470 | Cjb Financial Llc CRD 153187 | Wealth Manager · Boutique (under $100M) | $50.7M | 106 | 219 | 2 | 03/27/2026 | ☆ | |
| 19471 | Welcome Home Wealth Advisors Llc CRD 326027 | North Chesterfield, VA | Wealth Manager · Boutique (under $100M) | $50.7M | 259 | 311 | 2 | 04/29/2026 | ☆ |
| 19472 | Julius Wealth Advisors, Llc CRD 316741 | Englewood Cliffs, NJ | Wealth Manager · Boutique (under $100M) | $50.7M | 62 | 195 | 1 | 02/12/2026 | ☆ |
| 19473 | Daniel Goldstein, Cfp CRD 130943 | Wealth Manager · Boutique (under $100M) | $50.7M | 72 | 77 | 1 | 03/19/2026 | ☆ | |
| 19474 | Panarella Wealth Management Llc CRD 164181 | Hartford, CT | Insurance-Affiliated · Boutique (under $100M) | $50.7M | 55 | 161 | 1 | 03/25/2026 | ☆ |
| 19475 | E2 E Financial, Llc CRD 338290 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $50.7M | 59 | 111 | 3 | 05/21/2026 | ☆ |
| 19476 | Sabbia Faro Wealth Management Llc CRD 306358 | Wealth Manager · Boutique (under $100M) | $50.6M | 18 | 57 | 1 | 02/20/2026 | ☆ | |
| 19477 | Saeculum Llc CRD 327966 | Wealth Manager · Boutique (under $100M) | $50.6M | 25 | 68 | 2 | 04/23/2026 | ☆ | |
| 19478 | Blue Tower Asset Management, Llc CRD 173342 | Austin, TX | Wealth Manager · Boutique (under $100M) | $50.6M | 49 | 49 | 1 | 03/25/2026 | ☆ |
| 19479 | Forte Advisory Services,Llc CRD 317854 | Victor, NY | Investment Adviser · Boutique (under $100M) | $50.6M | 49 | 96 | 1 | 03/23/2026 | ☆ |
| 19480 | Successful Wealth Strategies, Llc CRD 286563 | Wealth Manager · Boutique (under $100M) | $50.6M | 187 | 187 | 2 | 03/26/2026 | ☆ | |
| 19481 | Ataraxia Advisory Services, Llc CRD 174214 | Insurance-Affiliated · Boutique (under $100M) | $50.6M | 48 | 173 | 1 | 03/30/2026 | ☆ | |
| 19482 | Personal Asset Strategies, Inc. CRD 128627 | Westbury, NY | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $50.6M | 41 | 107 | 3 | 06/15/2026 | ☆ |
| 19483 | Long & Associates Llc CRD 123517 | Wealth Manager · Boutique (under $100M) | $50.6M | 77 | 186 | 1 | 03/23/2026 | ☆ | |
| 19484 | Rnc Ria Llc CRD 336740 | Braintree, MA | Wealth Manager · Boutique (under $100M) | $50.6M | 408 | 408 | 14 | 08/14/2026 | ☆ |
| 19485 | Seslia Virgin Islands Securities, Llc CRD 30624 | St. Thomas, VI | Insurance-Affiliated · Boutique (under $100M) | $50.5M | 140 | 145 | 2 | 03/18/2026 | ☆ |
| 19486 | Golden Eagle Strategies, Llc CRD 169362 | Delray Beach, FL | Private Fund Manager · Boutique (under $100M) | $50.5M | 4 | 4 | 7 | 03/24/2026 | ☆ |
| 19487 | Zak Investment Management Company, Llc CRD 143889 | Norfolk, VA | Wealth Manager · Boutique (under $100M) | $50.5M | 20 | 47 | 2 | 03/12/2026 | ☆ |
| 19488 | Ten Talents Financial Planning Llc CRD 297195 | Parker, CO | Wealth Manager · Boutique (under $100M) | $50.5M | 33 | 126 | 1 | 01/15/2026 | ☆ |
| 19489 | Fortress Estate Solutions, Pllc CRD 142809 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $50.5M | 135 | 121 | 3 | 01/03/2023 | ☆ |
| 19490 | One Brick Capital, Llc CRD 300365 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $50.5M | 68 | 237 | 1 | 03/31/2026 | ☆ |
| 19491 | Genfi Llc CRD 156464 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $50.5M | 75 | 299 | 1 | 03/31/2026 | ☆ |
| 19492 | Picket Fence Financial, Llc CRD 139262 | Forest Hill, MD | Wealth Manager · Boutique (under $100M) | $50.5M | 96 | 241 | 2 | 03/13/2025 | ☆ |
| 19493 | Gensphere Private Wealth, Llc CRD 340872 | Wealth Manager · Boutique (under $100M) | $50.5M | 6 | 35 | 5 | 06/25/2026 | ☆ | |
| 19494 | Fata Patricia CRD 135765 | Tiburon, CA | Wealth Manager · Boutique (under $100M) | $50.5M | 44 | 44 | 1 | 03/21/2026 | ☆ |
| 19495 | Katapult Financial Planning Llc CRD 322757 | Wealth Manager · Boutique (under $100M) | $50.5M | 30 | 138 | 1 | 03/16/2026 | ☆ | |
| 19496 | Schwantes Financial, Llc CRD 332143 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $50.5M | 84 | 225 | 2 | 08/14/2026 | ☆ |
| 19497 | Future U Financial Inc. CRD 309468 | Investment Adviser · Boutique (under $100M) | $50.5M | 13 | 52 | 1 | 04/01/2026 | ☆ | |
| 19498 | Pasco Investment Advisors Inc CRD 106133 | Westfield, NJ | Wealth Manager · Boutique (under $100M) | $50.4M | 29 | 56 | 2 | 01/12/2026 | ☆ |
| 19499 | Hayes Hart Cpa's Wealth Management, Inc CRD 300030 | Coronado, CA | Wealth Manager · Boutique (under $100M) | $50.4M | 35 | 35 | 3 | 03/23/2026 | ☆ |
| 19500 | Koch Capital Management Llc CRD 148575 | Alamo, CA | Wealth Manager · Boutique (under $100M) | $50.4M | 19 | 123 | 1 | 03/21/2026 | ☆ |