Investment advisers
45,182 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 |
|---|---|---|---|---|---|---|---|---|---|
| 22101 | Rch Fields Family Wealth Management Llc CRD 154757 | Wealth Manager · Boutique (under $100M) | $27.1M | 14 | 22 | 1 | 02/27/2026 | ☆ | |
| 22102 | Ein Sof Advisors, Llc CRD 314982 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $27.1M | 17 | 18 | 1 | 03/20/2026 | ☆ |
| 22103 | Greenhill Financial Partners Llc CRD 329924 | Rutland, VT | Wealth Manager · Boutique (under $100M) | $27.1M | 106 | 301 | 2 | 08/25/2026 | ☆ |
| 22104 | Drivenwealth, Llc CRD 332354 | East Lansing, MI | Wealth Manager · Boutique (under $100M) | $27.1M | 34 | 54 | 1 | 02/27/2026 | ☆ |
| 22105 | Percension Wealth Advisors, Llc CRD 160134 | Wealth Manager · Boutique (under $100M) | $27.1M | 78 | 149 | 1 | 01/21/2026 | ☆ | |
| 22106 | Minder Narusiewicz, Inc. CRD 115028 | Woodbury, MN | Wealth Manager · Boutique (under $100M) | $27.1M | 29 | 54 | 1 | 04/13/2026 | ☆ |
| 22107 | Financial Professionals Incorporated CRD 116869 | Insurance-Affiliated · Boutique (under $100M) | $27.1M | 74 | 132 | 1 | 03/04/2026 | ☆ | |
| 22108 | Kronos Wealth Management, Llc CRD 281729 | Wealth Manager · Boutique (under $100M) | $27.1M | 60 | 140 | 1 | 03/23/2026 | ☆ | |
| 22109 | 77 Financial Group Llc CRD 312367 | Carlsbad, CA | Insurance-Affiliated · Boutique (under $100M) | $27.1M | 78 | 125 | 3 | 06/24/2026 | ☆ |
| 22110 | Covered Call Llc CRD 170297 | Wealth Manager · Boutique (under $100M) | $27.1M | 21 | 21 | 1 | 02/10/2026 | ☆ | |
| 22111 | Hale Financial Solutions, Llc CRD 284620 | Afton, WY | Wealth Manager · Boutique (under $100M) | $27.1M | 72 | 270 | 3 | 03/23/2026 | ☆ |
| 22112 | Boundless Wealth Llc CRD 321221 | Houston, TX | Insurance-Affiliated · Boutique (under $100M) | $27.1M | 72 | 72 | 1 | 09/11/2026 | ☆ |
| 22113 | J. B. Bryan Financial Group, Inc. CRD 120874 | Richmond, VA | Insurance-Affiliated · Boutique (under $100M) | $27.1M | 23 | 23 | 1 | 07/23/2026 | ☆ |
| 22114 | Molotsky Tax Advisory Group, Llc CRD 144292 | Voorhees, NJ | Wealth Manager · Boutique (under $100M) | $27.0M | 134 | 157 | 1 | 03/02/2026 | ☆ |
| 22115 | Abc Wealth Inc CRD 284592 | Wealth Manager · Boutique (under $100M) | $27.0M | 125 | 125 | 1 | 10/13/2025 | ☆ | |
| 22116 | Phibbs Financial Services Llc CRD 322093 | Draper, UT | Wealth Manager · Boutique (under $100M) | $27.0M | 83 | 316 | 1 | 08/12/2026 | ☆ |
| 22117 | Fry Investment Advisors, Inc. CRD 300109 | Centerville, OH | Wealth Manager · Boutique (under $100M) | $27.0M | 65 | 180 | 2 | 09/10/2026 | ☆ |
| 22118 | Banyan Asset Management, Inc. CRD 123204 | Naples, FL | Wealth Manager · Boutique (under $100M) | $27.0M | 30 | 78 | 1 | 01/19/2026 | ☆ |
| 22119 | Kidd Vision Capital Llc CRD 319401 | Lafayette, LA | Wealth Manager · Boutique (under $100M) | $27.0M | 36 | 74 | 1 | 05/01/2026 | ☆ |
| 22120 | Shores Edge Financial Llc CRD 313320 | Investment Adviser · Boutique (under $100M) | $27.0M | 211 | 211 | 1 | 02/03/2026 | ☆ | |
| 22121 | Springbrook Financial, Llc CRD 322443 | Wealth Manager · Boutique (under $100M) | $27.0M | 47 | 185 | 1 | 03/15/2026 | ☆ | |
| 22122 | Gpwm Advisors Llc CRD 305630 | Eagle, ID | Wealth Manager · Boutique (under $100M) | $27.0M | 29 | 60 | 1 | 03/25/2026 | ☆ |
| 22123 | Mullett Financial Llc CRD 328925 | Wealth Manager · Boutique (under $100M) | $27.0M | 16 | 36 | 1 | 02/02/2026 | ☆ | |
| 22124 | Weston Wealth Advisors, Llc CRD 158372 | Wealth Manager · Boutique (under $100M) | $27.0M | 21 | 86 | 1 | 03/15/2026 | ☆ | |
| 22125 | Exeter Investment Management Llc CRD 335442 | Wealth Manager · Boutique (under $100M) | $27.0M | 14 | 1 | 07/23/2026 | ☆ | ||
| 22126 | Anvik Advisers Llc CRD 143807 | Wealth Manager · Boutique (under $100M) | $27.0M | 6 | 6 | 1 | 06/03/2026 | ☆ | |
| 22127 | Birkbeck Capital Llc CRD 305794 | Sunnyvale, CA | Wealth Manager · Boutique (under $100M) | $27.0M | 117 | 121 | 1 | 02/10/2026 | ☆ |
| 22128 | Bjo Wealth Management Llc. CRD 168824 | Wealth Manager · Boutique (under $100M) | $27.0M | 60 | 60 | 1 | 02/10/2026 | ☆ | |
| 22129 | Crowley Capital Management Llc CRD 333938 | Wealth Manager · Boutique (under $100M) | $27.0M | 27 | 65 | 1 | 01/26/2026 | ☆ | |
| 22130 | Global Listing Accelerator Securities Limited CRD 327603 | New York, NY | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $27.0M | 5 | 5 | 6 | 03/03/2026 | ☆ |
| 22131 | Gratke Wealth, Llc CRD 145983 | Hillsboro, OR | Insurance-Affiliated · Boutique (under $100M) | $27.0M | 40 | 40 | 1 | 02/18/2026 | ☆ |
| 22132 | Harris, Mark CRD 117136 | Wealth Manager · Boutique (under $100M) | $27.0M | 60 | 60 | 1 | 01/28/2026 | ☆ | |
| 22133 | Holzbach Robert William CRD 135276 | Wealth Manager · Boutique (under $100M) | $27.0M | 9 | 7 | 1 | 07/30/2024 | ☆ | |
| 22134 | Intelligent Alpha Llc CRD 332518 | Minneapolis, MN | Mutual Fund / Asset Manager · Boutique (under $100M) | $27.0M | 2 | 2 | 1 | 03/11/2026 | ☆ |
| 22135 | Janian Investment Advisers, Llc CRD 164807 | Santa Rosa, CA | Wealth Manager · Boutique (under $100M) | $27.0M | 32 | 32 | 1 | 02/12/2026 | ☆ |
| 22136 | Perry Investment Management, Llc CRD 150908 | Wealth Manager · Boutique (under $100M) | $27.0M | 50 | 100 | 1 | 03/30/2026 | ☆ | |
| 22137 | Skiver Investment Services, Inc. CRD 293983 | Allen Park, MI | Wealth Manager · Boutique (under $100M) | $27.0M | 239 | 390 | 1 | 01/26/2026 | ☆ |
| 22138 | Soar Financial Llc CRD 309772 | Murfreesboro, TN | Wealth Manager · Boutique (under $100M) | $27.0M | 101 | 193 | 3 | 08/11/2026 | ☆ |
| 22139 | Solitude Canyon Investment Advisors, Llc CRD 151830 | Investment Adviser · Boutique (under $100M) | $27.0M | 18 | 29 | 1 | 03/03/2026 | ☆ | |
| 22140 | Forest Hill Financial Advisory Group Llc CRD 141274 | Wealth Manager · Boutique (under $100M) | $27.0M | 22 | 33 | 1 | 06/08/2026 | ☆ | |
| 22141 | Lakes Wealth Advisory, Llc CRD 150666 | Wealth Manager · Boutique (under $100M) | $27.0M | 7 | 20 | 1 | 03/31/2026 | ☆ | |
| 22142 | Mds Wealth Advisors, Llc CRD 171755 | Wealth Manager · Boutique (under $100M) | $27.0M | 23 | 52 | 3 | 05/21/2026 | ☆ | |
| 22143 | Piershale Wealth Management, Llc CRD 312770 | Crystal Lake, IL | Wealth Manager · Boutique (under $100M) | $27.0M | 52 | 110 | 2 | 05/19/2026 | ☆ |
| 22144 | Tri State Wealth Advisors, Llc CRD 333345 | Newark, DE | Investment Adviser · Boutique (under $100M) | $27.0M | 70 | 71 | 1 | 05/19/2026 | ☆ |
| 22145 | Advisors Unlimited CRD 281474 | Hagatna | Wealth Manager · Boutique (under $100M) | $27.0M | 611 | 610 | 2 | 05/07/2026 | ☆ |
| 22146 | Geder Investment Management, Inc. CRD 113237 | Wealth Manager · Boutique (under $100M) | $27.0M | 32 | 59 | 1 | 02/03/2026 | ☆ | |
| 22147 | Reynolds, Edward Kim CRD 168714 | Wealth Manager · Boutique (under $100M) | $26.9M | 12 | 12 | 1 | 04/09/2026 | ☆ | |
| 22148 | Ikos Cif Limited CRD 138839 | Limassol | Private Fund Manager · Boutique (under $100M) | $26.9M | 1 | 1 | 5 | 03/31/2026 | ☆ |
| 22149 | Abundant Advisors, Llc CRD 310643 | Wealth Manager · Boutique (under $100M) | $26.9M | 16 | 62 | 1 | 02/05/2026 | ☆ | |
| 22150 | In Touch Financial Management Llc CRD 140093 | Casper, WY | Wealth Manager · Boutique (under $100M) | $26.9M | 83 | 135 | 1 | 03/30/2026 | ☆ |