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 |
|---|---|---|---|---|---|---|---|---|---|
| 22851 | Gl Trust, Inc. CRD 312012 | Whittier, CA | Wealth Manager · Boutique (under $100M) | $22.4M | 155 | 155 | 1 | 05/06/2026 | ☆ |
| 22852 | Merit Investment Management Llc CRD 149663 | West Chester, PA | Wealth Manager · Boutique (under $100M) | $22.4M | 30 | 30 | 1 | 03/27/2026 | ☆ |
| 22853 | Triumph Private Wealth Llc CRD 311199 | Orlando, FL | Wealth Manager · Boutique (under $100M) | $22.4M | 63 | 137 | 1 | 09/09/2026 | ☆ |
| 22854 | Riverside Financial Advisors Llc CRD 339678 | Pittsburgh, PA | Insurance-Affiliated · Boutique (under $100M) | $22.4M | 64 | 97 | 6 | 08/21/2026 | ☆ |
| 22855 | Harris And Harris Wealth Management Group, Llc CRD 149577 | Wealth Manager · Boutique (under $100M) | $22.4M | 109 | 186 | 1 | 02/26/2026 | ☆ | |
| 22856 | Full Life Financial Planning, Llc CRD 309835 | Wealth Manager · Boutique (under $100M) | $22.4M | 28 | 28 | 1 | 03/25/2026 | ☆ | |
| 22857 | Legacy Financial Planning Llc CRD 172781 | Wealth Manager · Boutique (under $100M) | $22.4M | 47 | 111 | 1 | 02/25/2026 | ☆ | |
| 22858 | Batman Wealth Management, Llc CRD 313567 | Wealth Manager · Boutique (under $100M) | $22.4M | 59 | 100 | 1 | 03/31/2026 | ☆ | |
| 22859 | South Florida Pension Group, Llc CRD 284451 | Wealth Manager · Boutique (under $100M) | $22.4M | 72 | 88 | 1 | 08/18/2026 | ☆ | |
| 22860 | Core Investment Management, Llc CRD 166340 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $22.4M | 32 | 32 | 1 | 03/20/2026 | ☆ |
| 22861 | Aronson Asset Management, Incorporated CRD 126122 | Wealth Manager · Boutique (under $100M) | $22.4M | 22 | 47 | 1 | 03/03/2026 | ☆ | |
| 22862 | Passive Management Llc CRD 314627 | New York, NY | Wealth Manager · Boutique (under $100M) | $22.3M | 116 | 116 | 2 | 09/30/2026 | ☆ |
| 22863 | Securawealth Investment Strategies, Llc CRD 154000 | Wealth Manager · Boutique (under $100M) | $22.3M | 18 | 44 | 1 | 01/23/2026 | ☆ | |
| 22864 | Empire Advisors Wealth Management Llc CRD 324031 | Fairfax, VA | Wealth Manager · Boutique (under $100M) | $22.3M | 59 | 59 | 4 | 08/07/2026 | ☆ |
| 22865 | Autumn Financial Advisors, Llc CRD 290151 | Plymouth, MI | Wealth Manager · Boutique (under $100M) | $22.3M | 39 | 114 | 2 | 03/13/2026 | ☆ |
| 22866 | Wakefield Financial Planning, Llc CRD 128677 | Wealth Manager · Boutique (under $100M) | $22.3M | 13 | 13 | 1 | 06/28/2026 | ☆ | |
| 22867 | Two Twelve Planning, Inc. CRD 292116 | Senoia, GA | Wealth Manager · Boutique (under $100M) | $22.3M | 99 | 169 | 1 | 03/31/2026 | ☆ |
| 22868 | Iqvestment, Llc CRD 157514 | Investment Adviser · Boutique (under $100M) | $22.3M | 235 | 237 | 5 | 08/04/2026 | ☆ | |
| 22869 | Bridge To Wealth Llc CRD 317202 | Wealth Manager · Boutique (under $100M) | $22.3M | 54 | 311 | 1 | 05/13/2026 | ☆ | |
| 22870 | Levy, David, Jonathan CRD 319383 | Insurance-Affiliated · Boutique (under $100M) | $22.3M | 12 | 20 | 1 | 03/02/2026 | ☆ | |
| 22871 | Lvs Advisory Llc CRD 300488 | Wealth Manager · Boutique (under $100M) | $22.3M | 41 | 41 | 2 | 03/26/2026 | ☆ | |
| 22872 | Yield Financial Advisors, Inc. CRD 162235 | Mckinney, TX | Insurance-Affiliated · Boutique (under $100M) | $22.3M | 54 | 56 | 1 | 03/13/2026 | ☆ |
| 22873 | Anavrin Capital Management, Lp CRD 312720 | Private Fund Manager · Boutique (under $100M) | $22.3M | 1 | 1 | 1 | 03/24/2026 | ☆ | |
| 22874 | Galvanize Wealth Llc CRD 306256 | Insurance-Affiliated · Boutique (under $100M) | $22.3M | 10 | 25 | 1 | 03/31/2026 | ☆ | |
| 22875 | Aviator Financial, Llc CRD 300390 | Wealth Manager · Boutique (under $100M) | $22.3M | 117 | 117 | 1 | 05/19/2026 | ☆ | |
| 22876 | Greyfield Capital Management Llc CRD 291698 | Wealth Manager · Boutique (under $100M) | $22.3M | 15 | 38 | 1 | 03/31/2026 | ☆ | |
| 22877 | Crossmarket Capital, Llc CRD 168947 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $22.3M | 140 | 140 | 2 | 12/21/2021 | ☆ |
| 22878 | Vertex Financial Advisors Llc CRD 300421 | Elkins Park, PA | Insurance-Affiliated · Boutique (under $100M) | $22.2M | 97 | 203 | 1 | 03/17/2026 | ☆ |
| 22879 | Paracca Financial Group Llc CRD 337399 | Osprey, FL | Wealth Manager · Boutique (under $100M) | $22.2M | 78 | 117 | 3 | 06/03/2026 | ☆ |
| 22880 | Seiwell Advisors, Llc CRD 125045 | Wealth Manager · Boutique (under $100M) | $22.2M | 0 | 13 | 2 | 01/02/2026 | ☆ | |
| 22881 | Daceyholden Management, Llc CRD 283655 | Fort Lee, NJ | Private Fund Manager · Boutique (under $100M) | $22.2M | 14 | 25 | 1 | 02/12/2026 | ☆ |
| 22882 | Mar Financial Group Llc CRD 338746 | Wealth Manager · Boutique (under $100M) | $22.2M | 38 | 103 | 1 | 04/02/2026 | ☆ | |
| 22883 | Prce Management Llc CRD 312533 | Alpharetta, GA | Insurance-Affiliated · Boutique (under $100M) | $22.2M | 1 | 1 | 5 | 03/31/2026 | ☆ |
| 22884 | Eric Krone Associates, Inc. CRD 125792 | Sunnyside, NY | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $22.2M | 90 | 90 | 1 | 03/24/2026 | ☆ |
| 22885 | Mariposa Capital Management, Llc CRD 150870 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $22.2M | 12 | 67 | 1 | 03/31/2026 | ☆ |
| 22886 | Woodgreen Advisory, Llc CRD 315552 | Wealth Manager · Boutique (under $100M) | $22.2M | 10 | 10 | 1 | 03/24/2026 | ☆ | |
| 22887 | Financial Telesis Company CRD 112804 | Solvang, CA | Wealth Manager · Boutique (under $100M) | $22.2M | 57 | 91 | 1 | 03/27/2026 | ☆ |
| 22888 | Durant Financial Planning Llc CRD 306246 | Insurance-Affiliated · Boutique (under $100M) | $22.2M | 54 | 97 | 1 | 04/11/2025 | ☆ | |
| 22889 | Centurion Wealth Management Llc CRD 327991 | Suwanee, GA | Wealth Manager · Boutique (under $100M) | $22.2M | 67 | 130 | 1 | 04/14/2026 | ☆ |
| 22890 | Railroad Street Wealth Management, Llc CRD 174397 | Wealth Manager · Boutique (under $100M) | $22.1M | 57 | 121 | 1 | 03/31/2026 | ☆ | |
| 22891 | Skinner Advisory, Ltd. CRD 123643 | Wealth Manager · Boutique (under $100M) | $22.1M | 37 | 37 | 1 | 08/02/2023 | ☆ | |
| 22892 | You First Financial Llc CRD 292984 | Holladay, UT | Wealth Manager · Boutique (under $100M) | $22.1M | 97 | 112 | 2 | 03/17/2026 | ☆ |
| 22893 | B2 Innovations Llc CRD 313044 | Wealth Manager · Boutique (under $100M) | $22.1M | 12 | 70 | 2 | 02/26/2026 | ☆ | |
| 22894 | King Capital Management Llc CRD 151781 | Wealth Manager · Boutique (under $100M) | $22.1M | 11 | 11 | 1 | 02/02/2026 | ☆ | |
| 22895 | Paramount Investments, Llc CRD 166643 | Wealth Manager · Boutique (under $100M) | $22.1M | 23 | 53 | 1 | 03/29/2026 | ☆ | |
| 22896 | Valiant Financial Planning, Llc CRD 333280 | Wealth Manager · Boutique (under $100M) | $22.1M | 33 | 33 | 1 | 02/06/2026 | ☆ | |
| 22897 | Atorie Advisors, Llc CRD 331840 | Wealth Manager · Boutique (under $100M) | $22.1M | 19 | 19 | 3 | 03/24/2026 | ☆ | |
| 22898 | Altanes Investments, Llc CRD 128386 | Wealth Manager · Boutique (under $100M) | $22.1M | 20 | 29 | 1 | 03/18/2026 | ☆ | |
| 22899 | Ces Investment Strategies, Llc CRD 325168 | Wealth Manager · Boutique (under $100M) | $22.1M | 23 | 50 | 1 | 07/16/2026 | ☆ | |
| 22900 | Olson Consulting Llc CRD 300445 | Wealth Manager · Boutique (under $100M) | $22.1M | 28 | 28 | 3 | 09/10/2026 | ☆ |