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 |
|---|---|---|---|---|---|---|---|---|---|
| 22801 | Ftc Prosperity Advisors CRD 323416 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $22.7M | 64 | 143 | 1 | 03/03/2026 | ☆ |
| 22802 | Asset Management Specialties, Llc CRD 148425 | Metairie, LA | Wealth Manager · Boutique (under $100M) | $22.7M | 157 | 239 | 2 | 05/01/2026 | ☆ |
| 22803 | Athos Capital Advisors, Llc CRD 309225 | Wealth Manager · Boutique (under $100M) | $22.7M | 37 | 37 | 1 | 05/01/2026 | ☆ | |
| 22804 | Miller Premier Investment Planning Llc CRD 144062 | Wealth Manager · Boutique (under $100M) | $22.7M | 33 | 53 | 1 | 03/30/2026 | ☆ | |
| 22805 | Creo Global Capital Llc CRD 159771 | Ann Arbor, MI | Wealth Manager · Boutique (under $100M) | $22.7M | 16 | 25 | 2 | 05/08/2026 | ☆ |
| 22806 | Parabla, Llc CRD 323978 | Oak Ridge, NC | Wealth Manager · Boutique (under $100M) | $22.7M | 38 | 37 | 1 | 03/10/2026 | ☆ |
| 22807 | Gulf Coast Investment Management, Llc CRD 121554 | Wealth Manager · Boutique (under $100M) | $22.7M | 25 | 25 | 1 | 01/25/2022 | ☆ | |
| 22808 | Cove Capital Management Inc. CRD 157912 | Wealth Manager · Boutique (under $100M) | $22.7M | 29 | 29 | 1 | 02/27/2026 | ☆ | |
| 22809 | Brown Comprehensive Financial Llc CRD 169330 | Wealth Manager · Boutique (under $100M) | $22.7M | 117 | 167 | 1 | 02/03/2026 | ☆ | |
| 22810 | Albert Investments, Llc CRD 298006 | Santa Barbara, CA | Wealth Manager · Boutique (under $100M) | $22.7M | 209,650 | 209,650 | 3 | 02/03/2026 | ☆ |
| 22811 | Symmetric Advisors Inc CRD 110105 | Minnetonka, MN | Wealth Manager · Boutique (under $100M) | $22.7M | 81 | 129 | 3 | 05/14/2026 | ☆ |
| 22812 | Martin W. Rosenzveig & Co., Llc CRD 294583 | Wealth Manager · Boutique (under $100M) | $22.7M | 19 | 48 | 1 | 03/16/2026 | ☆ | |
| 22813 | Bookman Bright, Inc. CRD 292262 | Davidson, NC | Insurance-Affiliated · Boutique (under $100M) | $22.6M | 87 | 87 | 2 | 03/12/2026 | ☆ |
| 22814 | Alpha Rock Investments, Llc CRD 335453 | Malvern, PA | Wealth Manager · Boutique (under $100M) | $22.6M | 71 | 85 | 1 | 01/29/2026 | ☆ |
| 22815 | Iq Capital Strategy Llc CRD 288724 | Wealth Manager · Boutique (under $100M) | $22.6M | 172 | 272 | 4 | 03/31/2026 | ☆ | |
| 22816 | Rudwall Wealth Management Llc CRD 284515 | Insurance-Affiliated · Boutique (under $100M) | $22.6M | 12 | 35 | 3 | 05/18/2026 | ☆ | |
| 22817 | Patriot Advisory Group Llc. CRD 120649 | Portsmouth, NH | Wealth Manager · Boutique (under $100M) | $22.6M | 116 | 116 | 2 | 09/30/2026 | ☆ |
| 22818 | Pulse Financial Planning Llc CRD 305430 | Wealth Manager · Boutique (under $100M) | $22.6M | 41 | 41 | 1 | 01/08/2026 | ☆ | |
| 22819 | Sunquest Wealth Management, Llc CRD 168567 | Wealth Manager · Boutique (under $100M) | $22.6M | 47 | 47 | 1 | 01/14/2026 | ☆ | |
| 22820 | Ignite Financial Llc CRD 310329 | Wealth Manager · Boutique (under $100M) | $22.6M | 35 | 118 | 2 | 03/06/2026 | ☆ | |
| 22821 | Cfs Advisors, Llc CRD 172117 | Arlington, TX | Wealth Manager · Boutique (under $100M) | $22.6M | 232 | 232 | 1 | 03/06/2026 | ☆ |
| 22822 | Komich Capital Advisors, Llc CRD 315279 | Ronkonkoma, NY | Wealth Manager · Boutique (under $100M) | $22.6M | 89 | 199 | 1 | 03/24/2026 | ☆ |
| 22823 | Lymanwealth Llc CRD 315973 | Alpine, UT | Wealth Manager · Boutique (under $100M) | $22.6M | 298 | 298 | 3 | 07/20/2026 | ☆ |
| 22824 | Blue Iguana Financial, Llc CRD 330254 | St. Joseph, MI | Insurance-Affiliated · Boutique (under $100M) | $22.6M | 87 | 151 | 4 | 03/31/2026 | ☆ |
| 22825 | Elliott Financial, Llc CRD 122072 | Wealth Manager · Boutique (under $100M) | $22.6M | 43 | 127 | 1 | 01/05/2026 | ☆ | |
| 22826 | Emergent Global Investments, Llc CRD 290875 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $22.6M | 82 | 125 | 4 | 04/08/2026 | ☆ |
| 22827 | Gray Investment Management Llc CRD 148610 | Institutional / Pension Advisor · Boutique (under $100M) | $22.6M | 37 | 37 | 1 | 09/08/2026 | ☆ | |
| 22828 | Chernova Ventures, Llc CRD 330275 | Wealth Manager · Boutique (under $100M) | $22.6M | 15 | 43 | 1 | 06/05/2026 | ☆ | |
| 22829 | Meyer Financial Advisors, Inc. CRD 293388 | Wealth Manager · Boutique (under $100M) | $22.6M | 15 | 32 | 1 | 03/10/2026 | ☆ | |
| 22830 | San Gabriel Capital, Llc CRD 170486 | Cedar Park, TX | Wealth Manager · Boutique (under $100M) | $22.6M | 56 | 56 | 1 | 03/26/2026 | ☆ |
| 22831 | Voyage Wealth Management Llc CRD 168471 | Wealth Manager · Boutique (under $100M) | $22.6M | 25 | 68 | 2 | 02/04/2026 | ☆ | |
| 22832 | Summit Financial Group, Llc CRD 125144 | Rome, GA | Wealth Manager · Boutique (under $100M) | $22.6M | 76 | 116 | 3 | 09/10/2026 | ☆ |
| 22833 | Irm Management Llc CRD 341486 | Wealth Manager · Boutique (under $100M) | $22.5M | 12 | 40 | 1 | 09/24/2026 | ☆ | |
| 22834 | Milestone Advisory Group, Llc CRD 308758 | Wealth Manager · Boutique (under $100M) | $22.5M | 140 | 263 | 1 | 03/20/2026 | ☆ | |
| 22835 | Jersey Shore Portfolio Management, Llc CRD 164487 | Wealth Manager · Boutique (under $100M) | $22.5M | 53 | 126 | 2 | 03/06/2026 | ☆ | |
| 22836 | Mountain Creek Capital, Llc CRD 298620 | Melville, NY | Wealth Manager · Boutique (under $100M) | $22.5M | 49 | 76 | 1 | 02/23/2026 | ☆ |
| 22837 | Creole Wealth Solutions, Llc CRD 305150 | Wealth Manager · Boutique (under $100M) | $22.5M | 25 | 58 | 1 | 03/03/2026 | ☆ | |
| 22838 | Genesis Capital Group Llc CRD 150035 | New York, NY | Wealth Manager · Boutique (under $100M) | $22.5M | 30 | 51 | 1 | 02/25/2026 | ☆ |
| 22839 | Windmiller Llc CRD 331822 | Littleton, CO | Wealth Manager · Boutique (under $100M) | $22.5M | 20 | 55 | 1 | 05/25/2026 | ☆ |
| 22840 | Leon Guerrero, Alexandra CRD 332002 | Hagatna | Wealth Manager · Boutique (under $100M) | $22.5M | 65 | 155 | 1 | 07/23/2026 | ☆ |
| 22841 | Bene Wealth Management Company CRD 326301 | Burbank, CA | Institutional / Pension Advisor · Boutique (under $100M) | $22.5M | 39 | 39 | 1 | 05/12/2026 | ☆ |
| 22842 | Harris Wealth Management, Llc CRD 117184 | Twin Falls, ID | Wealth Manager · Boutique (under $100M) | $22.5M | 61 | 103 | 3 | 04/30/2026 | ☆ |
| 22843 | Legacy Cornerstone Wealth Llc CRD 281027 | Peoria, AZ | Wealth Manager · Boutique (under $100M) | $22.4M | 181 | 560 | 1 | 09/17/2026 | ☆ |
| 22844 | Fridley, Gregory Scott CRD 121697 | Wealth Manager · Boutique (under $100M) | $22.4M | 58 | 58 | 1 | 03/27/2026 | ☆ | |
| 22845 | Stickel, Robert, Louis CRD 305158 | Bloomsbury, NJ | Insurance-Affiliated · Boutique (under $100M) | $22.4M | 79 | 79 | 1 | 09/23/2026 | ☆ |
| 22846 | Moma International Servicos Administrativos S.S Ltda. CRD 335820 | Porto Alegre, Rio Grande Do Sul | Investment Adviser · Boutique (under $100M) | $22.4M | 48 | 45 | 5 | 03/31/2026 | ☆ |
| 22847 | Millennium Financial Services Llp CRD 118082 | Rockville, MD | Wealth Manager · Boutique (under $100M) | $22.4M | 42 | 85 | 2 | 02/20/2024 | ☆ |
| 22848 | Analytics Investment Advisors, Llc CRD 148898 | Wealth Manager · Boutique (under $100M) | $22.4M | 6 | 10 | 1 | 02/09/2024 | ☆ | |
| 22849 | Baird Principal Group Management Company I, Llc CRD 269982 | Milwaukee, WI | Mutual Fund / Asset Manager · Boutique (under $100M) | $22.4M | 1 | 1 | 3 | 09/04/2026 | ☆ |
| 22850 | Aries Investment Advisors, Llc CRD 152137 | Garden City, NY | Wealth Manager · Boutique (under $100M) | $22.4M | 65 | 65 | 1 | 03/30/2026 | ☆ |