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 |
|---|---|---|---|---|---|---|---|---|---|
| 22251 | Greenhill Financial Partners Llc CRD 329924 | Rutland, VT | Wealth Manager · Boutique (under $100M) | $25.5M | 105 | 230 | 3 | 05/19/2026 | ☆ |
| 22252 | Pelican Financial Planning And Wealth, Pllc CRD 335198 | Jupiter, FL | Wealth Manager · Boutique (under $100M) | $25.5M | 23 | 80 | 1 | 02/09/2026 | ☆ |
| 22253 | Retirement Advice Llc CRD 325031 | Provo, UT | Wealth Manager · Boutique (under $100M) | $25.5M | 65 | 65 | 1 | 03/23/2026 | ☆ |
| 22254 | Arman James Investments Llc CRD 155197 | Wealth Manager · Boutique (under $100M) | $25.5M | 135 | 137 | 1 | 11/15/2023 | ☆ | |
| 22255 | Bluemound Asset Management, Llc CRD 153995 | Wealth Manager · Boutique (under $100M) | $25.5M | 44 | 44 | 1 | 03/26/2026 | ☆ | |
| 22256 | Charter Capital Advisors Llc CRD 283795 | Bedminster, NJ | Wealth Manager · Boutique (under $100M) | $25.5M | 5 | 5 | 1 | 03/31/2025 | ☆ |
| 22257 | G.M. Wilson, Private Wealth Management Group CRD 129692 | Wealth Manager · Boutique (under $100M) | $25.5M | 29 | 98 | 1 | 03/23/2026 | ☆ | |
| 22258 | Gwynedd Wealth Partners, Llc CRD 165721 | Plymouth Meeting, PA | Insurance-Affiliated · Boutique (under $100M) | $25.5M | 55 | 105 | 2 | 03/09/2026 | ☆ |
| 22259 | Kindred Financial Llc CRD 324932 | Lakewood, CO | Wealth Manager · Boutique (under $100M) | $25.5M | 74 | 148 | 1 | 03/24/2026 | ☆ |
| 22260 | Msdr Partners, Llc CRD 338048 | Wealth Manager · Boutique (under $100M) | $25.5M | 66 | 135 | 1 | 03/30/2026 | ☆ | |
| 22261 | Blacksand Capital Management I, Llc CRD 163136 | Honolulu, HI | Private Fund Manager · Boutique (under $100M) | $25.5M | 2 | 2 | 7 | 03/31/2026 | ☆ |
| 22262 | Cowling Bay Wealth Management, Llc CRD 305685 | Wealth Manager · Boutique (under $100M) | $25.5M | 10 | 35 | 1 | 01/06/2026 | ☆ | |
| 22263 | Platte West Wealth Management, Llc CRD 158954 | Wealth Manager · Boutique (under $100M) | $25.5M | 28 | 72 | 1 | 02/05/2026 | ☆ | |
| 22264 | Association Of Registered Investment Advisors, Inc. (Aria Corp.) CRD 137252 | Wealth Manager · Boutique (under $100M) | $25.5M | 25 | 65 | 3 | 05/06/2026 | ☆ | |
| 22265 | Trendscast Financial Llc CRD 166470 | Eighty Four, PA | Wealth Manager · Boutique (under $100M) | $25.5M | 270 | 344 | 2 | 02/13/2026 | ☆ |
| 22266 | Glass Lake Wealth Management Llc CRD 308121 | Wealth Manager · Boutique (under $100M) | $25.4M | 28 | 91 | 1 | 03/09/2026 | ☆ | |
| 22267 | Oxford Martin, Llc CRD 316388 | Wakefield, MA | Wealth Manager · Boutique (under $100M) | $25.4M | 54 | 114 | 1 | 02/12/2026 | ☆ |
| 22268 | Katz Moses Financial Llc CRD 304768 | Wealth Manager · Boutique (under $100M) | $25.4M | 57 | 275 | 1 | 03/05/2026 | ☆ | |
| 22269 | Duncan Financial Management, Inc. CRD 150849 | Sunset Hills, MO | Insurance-Affiliated · Boutique (under $100M) | $25.4M | 375 | 423 | 2 | 03/18/2026 | ☆ |
| 22270 | Ascension Wealth Advisors, Llc CRD 153802 | Mt. Pleasant, SC | Wealth Manager · Boutique (under $100M) | $25.4M | 61 | 120 | 1 | 02/18/2026 | ☆ |
| 22271 | Maine Center For Wealth Management, Llc CRD 173884 | Augusta, ME | Insurance-Affiliated · Boutique (under $100M) | $25.4M | 61 | 61 | 1 | 03/27/2026 | ☆ |
| 22272 | Seletto Value Llc CRD 171326 | Orlando, FL | Private Fund Manager · Boutique (under $100M) | $25.4M | 3 | 3 | 1 | 03/20/2026 | ☆ |
| 22273 | Mouly Financial Management, Inc. CRD 141809 | Davie, FL | Insurance-Affiliated · Boutique (under $100M) | $25.4M | 26 | 26 | 1 | 03/31/2026 | ☆ |
| 22274 | Advocate Wealth, Llc CRD 330165 | Washington, DC | Wealth Manager · Boutique (under $100M) | $25.4M | 22 | 69 | 1 | 03/30/2026 | ☆ |
| 22275 | Wealthlogic, Llc CRD 326644 | Wealth Manager · Boutique (under $100M) | $25.4M | 32 | 126 | 1 | 01/30/2026 | ☆ | |
| 22276 | Mandala Financial Advisors Llc CRD 304810 | Salida, CO | Wealth Manager · Boutique (under $100M) | $25.4M | 21 | 66 | 1 | 03/02/2026 | ☆ |
| 22277 | Ministry Partners Securities, Llc CRD 154349 | Brea, CA | Insurance-Affiliated · Boutique (under $100M) | $25.4M | 132 | 133 | 7 | 06/04/2026 | ☆ |
| 22278 | Berkeley Investment Advisors CRD 121223 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $25.3M | 28 | 53 | 1 | 05/20/2026 | ☆ |
| 22279 | American Market Advisors, Inc. CRD 115796 | Shavano Park, TX | Wealth Manager · Boutique (under $100M) | $25.3M | 4 | 4 | 2 | 01/20/2026 | ☆ |
| 22280 | Certified Wealth Management & Investment Llc CRD 165924 | Princeton, NJ | Insurance-Affiliated · Boutique (under $100M) | $25.3M | 21 | 21 | 1 | 06/26/2026 | ☆ |
| 22281 | Pma Wealth Management, Inc. CRD 323475 | Tustin, CA | Insurance-Affiliated · Boutique (under $100M) | $25.3M | 46 | 105 | 1 | 04/06/2026 | ☆ |
| 22282 | Nav Wealth Management Llc CRD 174195 | Wealth Manager · Boutique (under $100M) | $25.3M | 70 | 132 | 1 | 01/15/2026 | ☆ | |
| 22283 | Anomalous Business Systems, Inc CRD 285163 | Wealth Manager · Boutique (under $100M) | $25.3M | 25 | 49 | 2 | 03/12/2026 | ☆ | |
| 22284 | David John Ettl CRD 158127 | Wealth Manager · Boutique (under $100M) | $25.3M | 112 | 112 | 1 | 03/11/2026 | ☆ | |
| 22285 | Green Trail Investments, Llc CRD 282395 | Wealth Manager · Boutique (under $100M) | $25.3M | 41 | 78 | 1 | 02/02/2026 | ☆ | |
| 22286 | 1618 Advisors Llc CRD 329864 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $25.3M | 59 | 138 | 1 | 02/24/2026 | ☆ |
| 22287 | Dynamique Capital Advisors, Llc CRD 310588 | Wealth Manager · Boutique (under $100M) | $25.3M | 10 | 10 | 3 | 04/30/2026 | ☆ | |
| 22288 | Integra Wealth Advisory, Llc CRD 325703 | Insurance-Affiliated · Boutique (under $100M) | $25.3M | 16 | 95 | 1 | 03/17/2026 | ☆ | |
| 22289 | Millergroup Investments Llc CRD 166210 | Villanova, PA | Wealth Manager · Boutique (under $100M) | $25.3M | 28 | 76 | 1 | 03/31/2026 | ☆ |
| 22290 | Kindzia Investments, Inc. CRD 148189 | Johns Creek, GA | Wealth Manager · Boutique (under $100M) | $25.3M | 40 | 112 | 1 | 01/09/2026 | ☆ |
| 22291 | Fcg Wealth Management Llc CRD 321734 | Wealth Manager · Boutique (under $100M) | $25.2M | 108 | 108 | 1 | 03/03/2026 | ☆ | |
| 22292 | Mars Capital Management Llc CRD 148729 | Columbus, GA | Wealth Manager · Boutique (under $100M) | $25.2M | 57 | 57 | 1 | 02/06/2026 | ☆ |
| 22293 | Ridgewood Wealth Management Llc CRD 302033 | Southlake, TX | Wealth Manager · Boutique (under $100M) | $25.2M | 17 | 107 | 2 | 03/02/2026 | ☆ |
| 22294 | Carolopolis Fiduciary Counsel, Inc. CRD 139592 | Wealth Manager · Boutique (under $100M) | $25.2M | 62 | 79 | 1 | 03/31/2026 | ☆ | |
| 22295 | Fruitful Advisory, Llc CRD 322603 | New York, NY | Wealth Manager · Boutique (under $100M) | $25.2M | 351 | 620 | 44 | 07/01/2026 | ☆ |
| 22296 | Christopher H. Rhim CRD 148082 | Wealth Manager · Boutique (under $100M) | $25.2M | 18 | 44 | 1 | 02/11/2026 | ☆ | |
| 22297 | Blanchard, Christine Darlene CRD 314797 | Wealth Manager · Boutique (under $100M) | $25.2M | 3 | 17 | 1 | 08/03/2026 | ☆ | |
| 22298 | Eureka Wealth Solutions CRD 175087 | New York, NY | Wealth Manager · Boutique (under $100M) | $25.2M | 21 | 21 | 2 | 03/31/2026 | ☆ |
| 22299 | Wealthought Llc CRD 169872 | Wealth Manager · Boutique (under $100M) | $25.2M | 32 | 109 | 1 | 04/01/2026 | ☆ | |
| 22300 | Vibrant Wealth Advisors Llc CRD 293068 | Chandler, AZ | Wealth Manager · Boutique (under $100M) | $25.2M | 30 | 50 | 1 | 01/15/2026 | ☆ |