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 |
|---|---|---|---|---|---|---|---|---|---|
| 22751 | Goodwin Asset Management Inc. CRD 128456 | Hinsdale, IL | Wealth Manager · Boutique (under $100M) | $23.0M | 43 | 43 | 1 | 06/04/2025 | ☆ |
| 22752 | Humane Investing, Llc. CRD 309690 | Wealth Manager · Boutique (under $100M) | $23.0M | 47 | 67 | 1 | 03/27/2026 | ☆ | |
| 22753 | Leech Gary Asset Management Llc CRD 125133 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $23.0M | 23 | 18 | 2 | 02/23/2026 | ☆ |
| 22754 | Mcdowell Associates Investments, Lp CRD 167710 | Greensburg, PA | Wealth Manager · Boutique (under $100M) | $23.0M | 152 | 152 | 3 | 03/10/2026 | ☆ |
| 22755 | Navigant Consulting Group, Llc CRD 301929 | Wealth Manager · Boutique (under $100M) | $23.0M | 4 | 11 | 1 | 04/23/2026 | ☆ | |
| 22756 | Patrick Eugene Church CRD 167443 | Wealth Manager · Boutique (under $100M) | $23.0M | 27 | 21 | 1 | 02/09/2026 | ☆ | |
| 22757 | Pension Partners, Llc CRD 125772 | Wealth Manager · Boutique (under $100M) | $23.0M | 19 | 19 | 1 | 03/05/2026 | ☆ | |
| 22758 | Richline Capital Management Inc. CRD 337765 | Markham, Ontario | Wealth Manager · Boutique (under $100M) | $23.0M | 28 | 51 | 4 | 03/09/2026 | ☆ |
| 22759 | Sang Lee Wong CRD 166362 | Wealth Manager · Boutique (under $100M) | $23.0M | 16 | 16 | 1 | 03/25/2025 | ☆ | |
| 22760 | Compo Advisors, Llc CRD 297348 | Wealth Manager · Boutique (under $100M) | $23.0M | 18 | 31 | 1 | 01/29/2026 | ☆ | |
| 22761 | Highwind Wealth Management, Llc CRD 335485 | Wealth Manager · Boutique (under $100M) | $23.0M | 32 | 95 | 1 | 07/15/2026 | ☆ | |
| 22762 | Bluepoint Wealth Advisors, Llc CRD 315850 | Wealth Manager · Boutique (under $100M) | $23.0M | 24 | 74 | 1 | 06/25/2026 | ☆ | |
| 22763 | Creative Capitalists, Inc CRD 298898 | Glendale, CA | Wealth Manager · Boutique (under $100M) | $23.0M | 57 | 102 | 1 | 02/23/2026 | ☆ |
| 22764 | Reale Managed Assets, Inc. CRD 128226 | Insurance-Affiliated · Boutique (under $100M) | $22.9M | 83 | 143 | 1 | 03/24/2026 | ☆ | |
| 22765 | Five Cedars Financial, Llc CRD 319384 | Kirkland, WA | Wealth Manager · Boutique (under $100M) | $22.9M | 15 | 54 | 1 | 03/31/2026 | ☆ |
| 22766 | Bigby Financial Planning, Llc CRD 130267 | Wealth Manager · Boutique (under $100M) | $22.9M | 42 | 143 | 2 | 03/27/2026 | ☆ | |
| 22767 | Michael John Wunsch CRD 311049 | Wealth Manager · Boutique (under $100M) | $22.9M | 27 | 93 | 1 | 03/06/2026 | ☆ | |
| 22768 | Monterey Bay Asset Management Llc CRD 142460 | Monterey, CA | Wealth Manager · Boutique (under $100M) | $22.9M | 32 | 32 | 1 | 02/24/2026 | ☆ |
| 22769 | Vineyard Wealth Group, Llc CRD 330619 | Vineyard Haven, MA | Wealth Manager · Boutique (under $100M) | $22.9M | 36 | 79 | 1 | 04/28/2026 | ☆ |
| 22770 | The Meridian Business Group, Ltd. CRD 119455 | River Grove, IL | Wealth Manager · Boutique (under $100M) | $22.9M | 60 | 132 | 1 | 07/22/2026 | ☆ |
| 22771 | Forward Financial Advisors, Llc CRD 307677 | Insurance-Affiliated · Boutique (under $100M) | $22.9M | 40 | 136 | 1 | 04/22/2026 | ☆ | |
| 22772 | Kate Capital Group Llc CRD 334283 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $22.9M | 50 | 93 | 2 | 09/11/2026 | ☆ |
| 22773 | Mikel Wealth Management, Llc CRD 331825 | Insurance-Affiliated · Boutique (under $100M) | $22.9M | 98 | 179 | 1 | 01/26/2026 | ☆ | |
| 22774 | Northmont Wealth Management Llc CRD 165687 | Wealth Manager · Boutique (under $100M) | $22.9M | 41 | 100 | 1 | 01/16/2026 | ☆ | |
| 22775 | Psalm Capital Llc CRD 325371 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $22.9M | 8 | 18 | 1 | 06/05/2026 | ☆ |
| 22776 | Amg Wealth Management Llc CRD 307704 | Wealth Manager · Boutique (under $100M) | $22.9M | 88 | 125 | 2 | 03/30/2026 | ☆ | |
| 22777 | Valhalla Advisors Llc CRD 310811 | Glendale, AZ | Insurance-Affiliated · Boutique (under $100M) | $22.9M | 97 | 242 | 2 | 03/30/2026 | ☆ |
| 22778 | Olde Towne Financial Management Co. CRD 288706 | Greensboro, NC | Wealth Manager · Boutique (under $100M) | $22.9M | 37 | 91 | 1 | 03/30/2026 | ☆ |
| 22779 | Greenwood Pine Partners, Llc CRD 314679 | Memphis, TN | Investment Adviser · Boutique (under $100M) | $22.9M | 2 | 2 | 29 | 03/27/2026 | ☆ |
| 22780 | Sfo Capital, Inc. CRD 172412 | Wealth Manager · Boutique (under $100M) | $22.9M | 14 | 34 | 1 | 03/21/2026 | ☆ | |
| 22781 | Concepts Financial Services, Llc CRD 305925 | Kirkland, WA | Wealth Manager · Boutique (under $100M) | $22.9M | 96 | 136 | 1 | 03/23/2026 | ☆ |
| 22782 | Stonebridge Asset Management Llc CRD 288094 | Wealth Manager · Boutique (under $100M) | $22.9M | 36 | 36 | 1 | 08/13/2026 | ☆ | |
| 22783 | Simonet Financial Group, Llc CRD 283561 | Kyle, TX | Wealth Manager · Boutique (under $100M) | $22.8M | 93 | 196 | 3 | 04/08/2026 | ☆ |
| 22784 | W. V. Legg Financial Management Llc CRD 165372 | Investment Adviser · Boutique (under $100M) | $22.8M | 12 | 22 | 1 | 01/12/2026 | ☆ | |
| 22785 | Reliance Financial Group, Inc. CRD 118395 | Wealth Manager · Boutique (under $100M) | $22.8M | 36 | 36 | 1 | 03/24/2026 | ☆ | |
| 22786 | Hughes Financial Group, Llc CRD 168531 | Perrysburg, OH | Wealth Manager · Boutique (under $100M) | $22.8M | 42 | 85 | 1 | 03/31/2026 | ☆ |
| 22787 | The J.O. Johnson Group Inc. CRD 315115 | Wealth Manager · Boutique (under $100M) | $22.8M | 34 | 110 | 2 | 02/20/2026 | ☆ | |
| 22788 | Stableford Capital Partners Llc CRD 332397 | Wealth Manager · Boutique (under $100M) | $22.8M | 4 | 23 | 1 | 07/17/2026 | ☆ | |
| 22789 | Jd Yeager & Co L.L.C. CRD 307193 | Wealth Manager · Boutique (under $100M) | $22.8M | 13 | 52 | 2 | 01/15/2026 | ☆ | |
| 22790 | Nvest Advisors, Llc CRD 277064 | Colorado Springs, CO | Wealth Manager · Boutique (under $100M) | $22.8M | 192 | 262 | 3 | 08/21/2026 | ☆ |
| 22791 | Gates Investment Advisors, Llc CRD 141691 | Evansville, IN | Insurance-Affiliated · Boutique (under $100M) | $22.8M | 124 | 242 | 2 | 03/06/2026 | ☆ |
| 22792 | Fondren Oaks Capital Management, Llc CRD 290726 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $22.8M | 19 | 45 | 2 | 03/30/2026 | ☆ |
| 22793 | Bokeh Capital Partners Llc CRD 312964 | Wealth Manager · Boutique (under $100M) | $22.8M | 53 | 74 | 3 | 04/15/2026 | ☆ | |
| 22794 | Strathaven Financial Llc CRD 331331 | Wealth Manager · Boutique (under $100M) | $22.8M | 10 | 1 | 02/27/2026 | ☆ | ||
| 22795 | Relativity Capital Advisors, Llc CRD 281942 | Greensboro, GA | Wealth Manager · Boutique (under $100M) | $22.8M | 95 | 195 | 2 | 06/22/2026 | ☆ |
| 22796 | Mercer Island Capital Management, Llc CRD 283752 | Insurance-Affiliated · Boutique (under $100M) | $22.7M | 15 | 85 | 1 | 08/14/2026 | ☆ | |
| 22797 | Rcs Wealth Management Corp CRD 328114 | Centennial, CO | Insurance-Affiliated · Boutique (under $100M) | $22.7M | 64 | 146 | 2 | 03/24/2026 | ☆ |
| 22798 | Iwms Llc CRD 298758 | Wealth Manager · Boutique (under $100M) | $22.7M | 5 | 5 | 1 | 03/30/2026 | ☆ | |
| 22799 | Liberty 1018, Llc CRD 323264 | Opelika, AL | Wealth Manager · Boutique (under $100M) | $22.7M | 75 | 192 | 1 | 03/10/2026 | ☆ |
| 22800 | Carlisle, Susan CRD 134752 | Wealth Manager · Boutique (under $100M) | $22.7M | 11 | 11 | 1 | 01/21/2026 | ☆ |