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 |
|---|---|---|---|---|---|---|---|---|---|
| 19951 | Crestone Financial Advisors, Llc CRD 163340 | Wealth Manager · Boutique (under $100M) | $46.5M | 45 | 228 | 1 | 08/20/2026 | ☆ | |
| 19952 | Glassman Wealth Management Llc CRD 167463 | Wealth Manager · Boutique (under $100M) | $46.5M | 25 | 55 | 2 | 01/03/2026 | ☆ | |
| 19953 | Olson Wealth Management, Inc. CRD 169452 | Wealth Manager · Boutique (under $100M) | $46.5M | 51 | 51 | 1 | 02/12/2026 | ☆ | |
| 19954 | Supporting Your Choices Inc. CRD 125367 | Wealth Manager · Boutique (under $100M) | $46.5M | 26 | 97 | 2 | 09/18/2025 | ☆ | |
| 19955 | Hart Wealth Management Llc CRD 338236 | West Des Moines, IA | Wealth Manager · Boutique (under $100M) | $46.5M | 18 | 81 | 1 | 07/01/2026 | ☆ |
| 19956 | Summit Advisor Group Llc CRD 324490 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $46.5M | 47 | 150 | 1 | 03/05/2026 | ☆ |
| 19957 | Fioh Global Asset Management And Strategies, Llc CRD 157591 | Wealth Manager · Boutique (under $100M) | $46.4M | 64 | 196 | 1 | 02/23/2026 | ☆ | |
| 19958 | Vii Capital Management Llc CRD 286371 | Stamford, CT | Wealth Manager · Boutique (under $100M) | $46.4M | 55 | 79 | 2 | 10/01/2026 | ☆ |
| 19959 | Rouse, Megan Champagne CRD 148846 | Wealth Manager · Boutique (under $100M) | $46.4M | 35 | 26 | 1 | 03/18/2026 | ☆ | |
| 19960 | Boerum Hill Financial Advisors Llc CRD 288987 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $46.4M | 87 | 185 | 1 | 01/22/2026 | ☆ |
| 19961 | Pinyon Pine Capital Llc CRD 155916 | Ketchum, ID | Wealth Manager · Boutique (under $100M) | $46.4M | 39 | 40 | 2 | 01/30/2026 | ☆ |
| 19962 | Cag Tampa, Llc CRD 147192 | Institutional / Pension Advisor · Boutique (under $100M) | $46.3M | 20 | 143 | 1 | 03/13/2026 | ☆ | |
| 19963 | J. Mangone Capital Management Llc CRD 157055 | Wealth Manager · Boutique (under $100M) | $46.3M | 18 | 18 | 1 | 05/03/2026 | ☆ | |
| 19964 | Video Records Inc. CRD 113934 | Mission, KS | Wealth Manager · Boutique (under $100M) | $46.3M | 13 | 61 | 1 | 02/05/2026 | ☆ |
| 19965 | Westmont Capital Advisors, Llc CRD 165910 | Institutional / Pension Advisor · Boutique (under $100M) | $46.3M | 25 | 52 | 2 | 03/27/2026 | ☆ | |
| 19966 | Midwest Advisors Llc CRD 305137 | St. Louis, MO | Investment Adviser · Boutique (under $100M) | $46.3M | 6 | 12 | 1 | 03/31/2026 | ☆ |
| 19967 | Seaport Global Advisors, Llc CRD 154287 | Boston, MA | Mutual Fund / Asset Manager · Boutique (under $100M) | $46.3M | 1 | 1 | 5 | 03/31/2026 | ☆ |
| 19968 | Essex Capital Management, Llc CRD 164782 | Wealth Manager · Boutique (under $100M) | $46.3M | 50 | 98 | 1 | 03/02/2026 | ☆ | |
| 19969 | Cooper Eagle, Llc CRD 314675 | King Of Prussia, PA | Wealth Manager · Boutique (under $100M) | $46.3M | 179 | 370 | 8 | 06/15/2026 | ☆ |
| 19970 | Brilliant Financial Strategies Llc CRD 292622 | Wealth Manager · Boutique (under $100M) | $46.2M | 74 | 74 | 1 | 05/14/2026 | ☆ | |
| 19971 | Spencer Smith Asset Management, Inc. CRD 312678 | Wealth Manager · Boutique (under $100M) | $46.2M | 56 | 76 | 1 | 01/29/2026 | ☆ | |
| 19972 | Investire Llc CRD 299977 | Buenos Aires | Wealth Manager · Boutique (under $100M) | $46.2M | 132 | 132 | 2 | 08/19/2026 | ☆ |
| 19973 | Schulz Financial, Llc CRD 126820 | Wealth Manager · Boutique (under $100M) | $46.2M | 46 | 86 | 1 | 03/26/2026 | ☆ | |
| 19974 | Modern Money Management Llc CRD 311307 | Wealth Manager · Boutique (under $100M) | $46.2M | 68 | 207 | 1 | 02/12/2026 | ☆ | |
| 19975 | Wealth Management America, Llc CRD 297188 | Palm Beach Gardens, FL | Wealth Manager · Boutique (under $100M) | $46.2M | 29 | 88 | 1 | 09/04/2026 | ☆ |
| 19976 | Evergreen Wealth Advisors, Llc CRD 155966 | Durango, CO | Wealth Manager · Boutique (under $100M) | $46.2M | 140 | 272 | 2 | 03/29/2024 | ☆ |
| 19977 | Modern Wealth Concepts Llc CRD 154742 | Jenkintown, PA | Wealth Manager · Boutique (under $100M) | $46.2M | 34 | 105 | 1 | 03/17/2026 | ☆ |
| 19978 | Wealth Planning Advisors Llc CRD 327765 | Wealth Manager · Boutique (under $100M) | $46.2M | 114 | 416 | 3 | 03/18/2026 | ☆ | |
| 19979 | Nest Financial Planning, Llc CRD 317587 | Wealth Manager · Boutique (under $100M) | $46.1M | 71 | 71 | 2 | 03/18/2026 | ☆ | |
| 19980 | Tc & K Partners Llc CRD 281206 | Wealth Manager · Boutique (under $100M) | $46.1M | 43 | 43 | 2 | 02/20/2026 | ☆ | |
| 19981 | Integrity Advisory Partners Llc CRD 161647 | New York, NY | Wealth Manager · Boutique (under $100M) | $46.1M | 40 | 95 | 2 | 03/28/2026 | ☆ |
| 19982 | Capital Planning Group, Llc CRD 118921 | Costa Mesa, CA | Insurance-Affiliated · Boutique (under $100M) | $46.1M | 9 | 40 | 1 | 03/10/2026 | ☆ |
| 19983 | Maze Investments, Llc CRD 153913 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $46.1M | 3 | 3 | 3 | 09/10/2026 | ☆ |
| 19984 | Sphinx Investments Llc CRD 327836 | Wealth Manager · Boutique (under $100M) | $46.1M | 126 | 126 | 3 | 04/03/2026 | ☆ | |
| 19985 | Green Peaks Planning Llc CRD 319207 | Wealth Manager · Boutique (under $100M) | $46.1M | 109 | 109 | 3 | 04/30/2026 | ☆ | |
| 19986 | Opulentia, Llc CRD 314197 | Hunt Valley, MD | Insurance-Affiliated · Boutique (under $100M) | $46.1M | 188 | 188 | 5 | 03/31/2026 | ☆ |
| 19987 | Wealthspring Advisors, Llc CRD 147063 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $46.1M | 50 | 150 | 2 | 03/11/2026 | ☆ |
| 19988 | Flagship Wealth Management Group, Llc CRD 332428 | Wealth Manager · Boutique (under $100M) | $46.0M | 94 | 265 | 1 | 05/26/2026 | ☆ | |
| 19989 | Harper Asset Management, Llc CRD 334492 | Wealth Manager · Boutique (under $100M) | $46.0M | 73 | 229 | 1 | 06/16/2026 | ☆ | |
| 19990 | Sarsi, Llc CRD 168399 | Wealth Manager · Boutique (under $100M) | $46.0M | 57 | 151 | 1 | 06/22/2026 | ☆ | |
| 19991 | Pure Wealth Management, Inc. CRD 154120 | Cerritos, CA | Wealth Manager · Boutique (under $100M) | $46.0M | 67 | 178 | 1 | 07/10/2026 | ☆ |
| 19992 | Cwos For Hire Llc CRD 282564 | Saint Louis, MO | Wealth Manager · Boutique (under $100M) | $46.0M | 61 | 170 | 1 | 01/16/2026 | ☆ |
| 19993 | Altamont Advisors Llc CRD 172417 | Insurance-Affiliated · Boutique (under $100M) | $46.0M | 87 | 105 | 2 | 03/23/2026 | ☆ | |
| 19994 | Applied Wealth Management Financial & Insurance Services Llc CRD 318732 | Bakersfield, CA | Wealth Manager · Boutique (under $100M) | $46.0M | 82 | 181 | 4 | 03/30/2026 | ☆ |
| 19995 | Blackstone Wealth Management, Inc. CRD 290697 | Canton, OH | Insurance-Affiliated · Boutique (under $100M) | $46.0M | 182 | 319 | 3 | 03/24/2026 | ☆ |
| 19996 | Castlestone Management Llc CRD 170379 | Ridgewood, NJ | Private Fund Manager · Boutique (under $100M) | $46.0M | 3 | 3 | 2 | 03/12/2025 | ☆ |
| 19997 | Center Pillar Wealth Management Llc CRD 313243 | Newark, CA | Insurance-Affiliated · Boutique (under $100M) | $46.0M | 120 | 124 | 1 | 02/17/2026 | ☆ |
| 19998 | Dogwood Capital Management, Inc. CRD 126568 | Prescott, AZ | Wealth Manager · Boutique (under $100M) | $46.0M | 45 | 182 | 1 | 09/29/2026 | ☆ |
| 19999 | Prism, Llc CRD 281702 | Wealth Manager · Boutique (under $100M) | $46.0M | 68 | 68 | 1 | 03/25/2026 | ☆ | |
| 20000 | Tyndale Investments, Llc CRD 163581 | Washington, DC | Wealth Manager · Boutique (under $100M) | $46.0M | 31 | 30 | 1 | 03/23/2026 | ☆ |