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 |
|---|---|---|---|---|---|---|---|---|---|
| 22651 | Newport Investment Advisors, Inc. CRD 123948 | Sycamore, IL | Wealth Manager · Boutique (under $100M) | $23.6M | 20 | 43 | 1 | 08/20/2026 | ☆ |
| 22652 | Blue Jasper Capital Llc CRD 319757 | Clermont, FL | Wealth Manager · Boutique (under $100M) | $23.6M | 74 | 191 | 8 | 04/30/2026 | ☆ |
| 22653 | Rhizome Capital Management Llc CRD 317579 | Private Fund Manager · Boutique (under $100M) | $23.6M | 4 | 4 | 1 | 03/25/2026 | ☆ | |
| 22654 | Black Oak Investment Management Company Llc CRD 308421 | Institutional / Pension Advisor · Boutique (under $100M) | $23.6M | 6 | 6 | 1 | 01/20/2026 | ☆ | |
| 22655 | Wealtharch Investment Services, Llc CRD 170601 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $23.6M | 30 | 66 | 1 | 01/16/2026 | ☆ |
| 22656 | Professional Financial Advisors Inc CRD 105296 | San Juan Capistrano, CA | Wealth Manager · Boutique (under $100M) | $23.6M | 26 | 30 | 2 | 02/21/2025 | ☆ |
| 22657 | Rmp Financial, Inc. CRD 168026 | Wealth Manager · Boutique (under $100M) | $23.6M | 14 | 14 | 1 | 07/07/2026 | ☆ | |
| 22658 | Greystone Investment Advisors, Inc. CRD 112727 | Springfield, MO | Wealth Manager · Boutique (under $100M) | $23.6M | 60 | 60 | 1 | 02/16/2026 | ☆ |
| 22659 | Nomad Capital Group, Llc CRD 172639 | Wealth Manager · Boutique (under $100M) | $23.6M | 34 | 60 | 1 | 03/05/2026 | ☆ | |
| 22660 | Agular Asset Management Llc CRD 309718 | Wealth Manager · Boutique (under $100M) | $23.6M | 10 | 17 | 1 | 03/09/2026 | ☆ | |
| 22661 | The Mentzer Group, Llc CRD 147644 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $23.6M | 252 | 402 | 4 | 03/12/2026 | ☆ |
| 22662 | White River Consulting Llc CRD 313722 | Wealth Manager · Boutique (under $100M) | $23.6M | 40 | 117 | 2 | 03/18/2026 | ☆ | |
| 22663 | Eagle Point Capital Llc CRD 288969 | Wealth Manager · Boutique (under $100M) | $23.5M | 57 | 58 | 3 | 03/20/2026 | ☆ | |
| 22664 | Rocky Mountain Private Wealth Management, L.L.C. CRD 127140 | Sugar Land, TX | Private Fund Manager · Boutique (under $100M) | $23.5M | 2 | 5 | 4 | 03/27/2026 | ☆ |
| 22665 | Slate Peak Financial Services, Llc CRD 295223 | Wealth Manager · Boutique (under $100M) | $23.5M | 55 | 96 | 1 | 03/02/2026 | ☆ | |
| 22666 | Gehret Investments, Llc. CRD 152782 | Wealth Manager · Boutique (under $100M) | $23.5M | 5 | 1 | 02/17/2026 | ☆ | ||
| 22667 | A&G Financial Management, Llc CRD 154561 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $23.5M | 146 | 146 | 2 | 08/19/2026 | ☆ |
| 22668 | Relyon Financial Advisors, Llc CRD 269934 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $23.5M | 19 | 19 | 1 | 06/17/2026 | ☆ |
| 22669 | Sagamore Wealth Management, Llc CRD 156447 | Woburn, MA | Wealth Manager · Boutique (under $100M) | $23.5M | 75 | 160 | 1 | 03/21/2024 | ☆ |
| 22670 | Weil Associates, Inc. CRD 112616 | Wealth Manager · Boutique (under $100M) | $23.5M | 13 | 13 | 1 | 03/27/2026 | ☆ | |
| 22671 | Martone Capital Management, Inc. CRD 129788 | Tarrytown, NY | Wealth Manager · Boutique (under $100M) | $23.5M | 45 | 103 | 1 | 03/09/2026 | ☆ |
| 22672 | Hygge Advisors, Llc CRD 289980 | St. Petersburg, FL | Wealth Manager · Boutique (under $100M) | $23.5M | 47 | 95 | 1 | 08/04/2026 | ☆ |
| 22673 | Mcclure Capital Advisors, Inc. CRD 159981 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $23.5M | 35 | 81 | 4 | 02/20/2026 | ☆ |
| 22674 | Magister Wealth Group Llc CRD 170829 | Wealth Manager · Boutique (under $100M) | $23.5M | 21 | 57 | 1 | 03/16/2026 | ☆ | |
| 22675 | Reconstructing Wealth, Llc CRD 328284 | Wealth Manager · Boutique (under $100M) | $23.4M | 81 | 220 | 1 | 03/04/2026 | ☆ | |
| 22676 | Money Manager Inc. CRD 171034 | Wealth Manager · Boutique (under $100M) | $23.4M | 29 | 43 | 3 | 03/27/2026 | ☆ | |
| 22677 | Woodward Caire Advisors, Llc CRD 316141 | Wealth Manager · Boutique (under $100M) | $23.4M | 24 | 34 | 3 | 09/30/2026 | ☆ | |
| 22678 | One Providence Capital, Llc CRD 138508 | Wealth Manager · Boutique (under $100M) | $23.4M | 92 | 133 | 2 | 03/28/2026 | ☆ | |
| 22679 | Van Ake Capital Llc CRD 289098 | Winnetka, IL | Wealth Manager · Boutique (under $100M) | $23.4M | 14 | 14 | 1 | 03/13/2026 | ☆ |
| 22680 | Verducci Asset Management, Inc. CRD 171751 | Wealth Manager · Boutique (under $100M) | $23.4M | 209 | 209 | 1 | 02/05/2026 | ☆ | |
| 22681 | Deep Think Investments, Llc CRD 305920 | Wealth Manager · Boutique (under $100M) | $23.4M | 24 | 27 | 3 | 01/07/2026 | ☆ | |
| 22682 | Michael P Lynch Wealth Management, Llc CRD 147450 | Stockton, CA | Wealth Manager · Boutique (under $100M) | $23.4M | 23 | 61 | 2 | 03/30/2026 | ☆ |
| 22683 | Proflex Finance Llc CRD 334262 | Los Gatos, CA | Wealth Manager · Boutique (under $100M) | $23.4M | 50 | 63 | 1 | 03/16/2026 | ☆ |
| 22684 | Battle Capital Asset Management Llc CRD 156266 | Wealth Manager · Boutique (under $100M) | $23.4M | 1 | 5 | 1 | 02/18/2026 | ☆ | |
| 22685 | N CRD 314640 | Mutual Fund / Asset Manager · Boutique (under $100M) | $23.4M | 1 | 1 | 3 | 03/10/2025 | ☆ | |
| 22686 | Head To Toe Financial Planning Llc CRD 330663 | Wealth Manager · Boutique (under $100M) | $23.3M | 23 | 54 | 1 | 01/20/2026 | ☆ | |
| 22687 | Gilbert Wealth CRD 317073 | Wealth Manager · Boutique (under $100M) | $23.3M | 23 | 86 | 1 | 03/04/2026 | ☆ | |
| 22688 | Simply Human Llc CRD 319482 | Wealth Manager · Boutique (under $100M) | $23.3M | 13 | 42 | 1 | 03/31/2026 | ☆ | |
| 22689 | Wealth Management Consultants, L.L.C. CRD 121953 | Mobile, AL | Insurance-Affiliated · Boutique (under $100M) | $23.3M | 40 | 40 | 2 | 01/27/2026 | ☆ |
| 22690 | Equal Path Investments Llc CRD 329289 | Tacoma, WA | Wealth Manager · Boutique (under $100M) | $23.3M | 32 | 32 | 4 | 08/06/2026 | ☆ |
| 22691 | Trilogy Investment Management, Llc CRD 134197 | Wealth Manager · Boutique (under $100M) | $23.3M | 3 | 1 | 03/30/2026 | ☆ | ||
| 22692 | Woven Capital, Llc CRD 171540 | Redding, CA | Wealth Manager · Boutique (under $100M) | $23.3M | 65 | 98 | 1 | 03/31/2026 | ☆ |
| 22693 | Gantt Financial Advisors, Llc CRD 167871 | Daphne, AL | Insurance-Affiliated · Boutique (under $100M) | $23.3M | 59 | 150 | 1 | 05/18/2026 | ☆ |
| 22694 | Compass Rose Advisors, Inc. CRD 135954 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $23.3M | 4 | 5 | 2 | 03/22/2026 | ☆ |
| 22695 | Lindsey Wealth Management, Llc CRD 174054 | Vincennes, IN | Insurance-Affiliated · Boutique (under $100M) | $23.3M | 194 | 192 | 1 | 03/31/2026 | ☆ |
| 22696 | Birch Investment Management, L.L.C. CRD 158735 | Brookings, SD | Wealth Manager · Boutique (under $100M) | $23.3M | 47 | 136 | 1 | 03/25/2026 | ☆ |
| 22697 | Anhinga Investment Partners Llc CRD 300088 | Brooklyn, NY | Private Fund Manager · Boutique (under $100M) | $23.3M | 2 | 2 | 1 | 03/23/2026 | ☆ |
| 22698 | Lakeland Investment Advisors, Llc. CRD 158978 | Insurance-Affiliated · Boutique (under $100M) | $23.3M | 85 | 85 | 1 | 03/24/2026 | ☆ | |
| 22699 | Prestige Capital Management, Llc CRD 175457 | Multi-Family Office · Boutique (under $100M) | $23.3M | 1 | 7 | 2 | 02/26/2026 | ☆ | |
| 22700 | Tomassi Financial Planning, Llc CRD 166577 | Wealth Manager · Boutique (under $100M) | $23.3M | 34 | 80 | 1 | 07/06/2026 | ☆ |