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 |
|---|---|---|---|---|---|---|---|---|---|
| 22201 | Kirwan Capital Llc CRD 165716 | Wealth Manager · Boutique (under $100M) | $25.8M | 70 | 76 | 1 | 03/31/2026 | ☆ | |
| 22202 | Wealth 73, Llc CRD 316611 | Wealth Manager · Boutique (under $100M) | $25.8M | 47 | 90 | 1 | 06/09/2026 | ☆ | |
| 22203 | Trowbridge Capital Partners Llc. CRD 297764 | Wealth Manager · Boutique (under $100M) | $25.8M | 4 | 8 | 1 | 03/24/2026 | ☆ | |
| 22204 | Berger Asset Management, Inc. CRD 132945 | Turlock, CA | Wealth Manager · Boutique (under $100M) | $25.8M | 83 | 83 | 1 | 01/20/2026 | ☆ |
| 22205 | Jkd Financial Planning, Llc CRD 340392 | Springfield, MO | Wealth Manager · Boutique (under $100M) | $25.8M | 6 | 31 | 1 | 07/10/2026 | ☆ |
| 22206 | Upstream Financial Advisors Llc CRD 329292 | Wealth Manager · Boutique (under $100M) | $25.8M | 31 | 97 | 2 | 08/05/2026 | ☆ | |
| 22207 | Iacangelo Financial Group, Llc CRD 166784 | Portsmouth, NH | Insurance-Affiliated · Boutique (under $100M) | $25.8M | 108 | 130 | 1 | 02/20/2026 | ☆ |
| 22208 | Wealthcare Financial Group, Inc. CRD 284650 | Peachtree City, GA | Insurance-Affiliated · Boutique (under $100M) | $25.8M | 135 | 219 | 6 | 03/30/2026 | ☆ |
| 22209 | Blackmore Group, Llc CRD 194516 | Bozeman, MT | Insurance-Affiliated · Boutique (under $100M) | $25.8M | 171 | 256 | 2 | 02/24/2026 | ☆ |
| 22210 | Map Funds Management, Llc CRD 165979 | Marblehead, MA | Private Fund Manager · Boutique (under $100M) | $25.8M | 1 | 1 | 4 | 05/04/2026 | ☆ |
| 22211 | Impact Financial Llc CRD 308155 | Wealth Manager · Boutique (under $100M) | $25.8M | 29 | 120 | 2 | 03/17/2026 | ☆ | |
| 22212 | Buena Vista Investment Management Llc CRD 123252 | Wisconsin Rapids, WI | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 77 | 179 | 1 | 02/19/2026 | ☆ |
| 22213 | Provident Wealth Management Inc CRD 107021 | Erie, PA | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 65 | 118 | 1 | 03/25/2024 | ☆ |
| 22214 | Fee Only Financial Advisors, Llc CRD 285747 | Wealth Manager · Boutique (under $100M) | $25.7M | 17 | 74 | 1 | 03/27/2026 | ☆ | |
| 22215 | Pacific Investment Advisors, Llc CRD 127615 | Wealth Manager · Boutique (under $100M) | $25.7M | 68 | 58 | 1 | 01/27/2026 | ☆ | |
| 22216 | Hark Financial Planning, Llc CRD 324693 | Wealth Manager · Boutique (under $100M) | $25.7M | 22 | 105 | 1 | 03/05/2026 | ☆ | |
| 22217 | Equilus Group Inc CRD 300142 | Wenatchee, WA | Wealth Manager · Boutique (under $100M) | $25.7M | 86 | 152 | 6 | 03/13/2026 | ☆ |
| 22218 | Stu Hawver, Cfa, Mba, Llc CRD 128027 | Wealth Manager · Boutique (under $100M) | $25.7M | 20 | 20 | 1 | 01/14/2026 | ☆ | |
| 22219 | The Alchemists, Llc CRD 333737 | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 93 | 100 | 3 | 08/06/2026 | ☆ | |
| 22220 | West Pine 43 Llc CRD 326789 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $25.7M | 51 | 51 | 1 | 05/11/2026 | ☆ |
| 22221 | 7 Summit Advisors, Llc CRD 171409 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $25.7M | 25 | 60 | 3 | 03/31/2026 | ☆ |
| 22222 | Krowten Capital Equities Llc CRD 319504 | Birmingham, AL | Wealth Manager · Boutique (under $100M) | $25.7M | 14 | 71 | 1 | 03/04/2026 | ☆ |
| 22223 | Frew Street Capital Management Llc CRD 312600 | Wealth Manager · Boutique (under $100M) | $25.7M | 12 | 37 | 1 | 03/23/2026 | ☆ | |
| 22224 | Colville Wealth Advisory, Llc CRD 290147 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $25.7M | 30 | 59 | 1 | 02/25/2026 | ☆ |
| 22225 | Spectrum Advisers, Llc CRD 151277 | Wealth Manager · Boutique (under $100M) | $25.7M | 19 | 112 | 1 | 03/31/2026 | ☆ | |
| 22226 | Maureen M. Demers CRD 148752 | North Andover, MA | Wealth Manager · Boutique (under $100M) | $25.7M | 25 | 83 | 1 | 03/16/2026 | ☆ |
| 22227 | Financial Planning Analysts, Llc CRD 121338 | Melville, NY | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 41 | 64 | 1 | 04/27/2022 | ☆ |
| 22228 | Windham Financial Services, Inc. CRD 35307 | Wealth Manager · Boutique (under $100M) | $25.7M | 36 | 61 | 2 | 03/27/2026 | ☆ | |
| 22229 | Yellow Dog Financial, Inc. CRD 148307 | Wealth Manager · Boutique (under $100M) | $25.7M | 67 | 90 | 1 | 03/30/2026 | ☆ | |
| 22230 | Maine Securities Corporation CRD 16976 | Portland,, ME | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 26 | 26 | 1 | 06/11/2025 | ☆ |
| 22231 | Mordkovich Capital, Llc CRD 167272 | Wealth Manager · Boutique (under $100M) | $25.7M | 26 | 41 | 1 | 03/12/2026 | ☆ | |
| 22232 | Wanda Kilman Pittman CRD 147698 | Roanoke, VA | Insurance-Affiliated · Boutique (under $100M) | $25.6M | 105 | 105 | 1 | 03/30/2026 | ☆ |
| 22233 | Petrilli Capital Management Llc CRD 167764 | Wealth Manager · Boutique (under $100M) | $25.6M | 23 | 57 | 1 | 03/26/2026 | ☆ | |
| 22234 | Cirrus Capital Management, Llc CRD 128698 | Wealth Manager · Boutique (under $100M) | $25.6M | 36 | 59 | 2 | 03/30/2026 | ☆ | |
| 22235 | Sullivan John Lawrence CRD 112365 | Wealth Manager · Boutique (under $100M) | $25.6M | 44 | 44 | 1 | 04/29/2026 | ☆ | |
| 22236 | B&L Wealth Group, Llc CRD 332083 | Mclean, VA | Wealth Manager · Boutique (under $100M) | $25.6M | 12 | 16 | 2 | 08/03/2026 | ☆ |
| 22237 | Olson Economics, Llc CRD 156609 | Wealth Manager · Boutique (under $100M) | $25.6M | 21 | 63 | 1 | 03/18/2026 | ☆ | |
| 22238 | Kingdom Capital Advisors, Llc CRD 316530 | Fairfax, VA | Wealth Manager · Boutique (under $100M) | $25.6M | 74 | 119 | 2 | 03/26/2026 | ☆ |
| 22239 | Granderson Wealth Management Group Inc CRD 135745 | Denver, CO | Wealth Manager · Boutique (under $100M) | $25.6M | 245 | 245 | 1 | 03/31/2026 | ☆ |
| 22240 | Rhm Capital Management, Inc. CRD 155229 | Fort Worth, TX | Insurance-Affiliated · Boutique (under $100M) | $25.6M | 292 | 310 | 3 | 07/08/2026 | ☆ |
| 22241 | Johnson, Jack Irving CRD 125451 | Roseville, CA | Wealth Manager · Boutique (under $100M) | $25.6M | 9 | 30 | 1 | 03/30/2026 | ☆ |
| 22242 | Custom Wealth Management Inc CRD 321121 | Wealth Manager · Boutique (under $100M) | $25.6M | 27 | 68 | 1 | 06/16/2026 | ☆ | |
| 22243 | Saldana Consulting International, Inc. CRD 321197 | Houston, TX | Institutional / Pension Advisor · Boutique (under $100M) | $25.6M | 9 | 9 | 3 | 03/23/2026 | ☆ |
| 22244 | Perpetual Capital Advisors, Llc CRD 288594 | Wealth Manager · Boutique (under $100M) | $25.6M | 114 | 294 | 1 | 02/26/2026 | ☆ | |
| 22245 | Ak Investing, Llc CRD 305293 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $25.6M | 87 | 89 | 1 | 08/05/2026 | ☆ |
| 22246 | Finiat, Llc CRD 329094 | Mount Dora, FL | Investment Adviser · Boutique (under $100M) | $25.6M | 1 | 1 | 7 | 06/26/2026 | ☆ |
| 22247 | Motus Wealth Management, Llc CRD 317889 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $25.6M | 44 | 176 | 2 | 03/31/2026 | ☆ |
| 22248 | Phase Two Capital, Llc CRD 184512 | Wealth Manager · Boutique (under $100M) | $25.5M | 9 | 21 | 1 | 01/16/2026 | ☆ | |
| 22249 | Widener & Asher Asset Management Llc CRD 153958 | Ellinwood, KS | Wealth Manager · Boutique (under $100M) | $25.5M | 38 | 137 | 2 | 03/27/2026 | ☆ |
| 22250 | Fuller Capital Management, Llc CRD 115265 | Wealth Manager · Boutique (under $100M) | $25.5M | 152 | 152 | 2 | 03/27/2025 | ☆ |