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 |
|---|---|---|---|---|---|---|---|---|---|
| 22901 | Solomon Group Iii Inc. CRD 135364 | Fresno, CA | Insurance-Affiliated · Boutique (under $100M) | $22.1M | 97 | 133 | 1 | 03/31/2026 | ☆ |
| 22902 | Advitica Financial Planning Llc CRD 116052 | Wealth Manager · Boutique (under $100M) | $22.1M | 26 | 26 | 1 | 03/31/2026 | ☆ | |
| 22903 | Palmer Wealth Planning, Llc CRD 313374 | Insurance-Affiliated · Boutique (under $100M) | $22.1M | 54 | 162 | 1 | 02/24/2026 | ☆ | |
| 22904 | Hickman, James, Brian CRD 153182 | Wealth Manager · Boutique (under $100M) | $22.1M | 57 | 57 | 1 | 03/16/2026 | ☆ | |
| 22905 | Binnacle Financial Group Llc CRD 322486 | Wealth Manager · Boutique (under $100M) | $22.1M | 6 | 12 | 1 | 08/19/2026 | ☆ | |
| 22906 | Family Retirement Llc CRD 290423 | Seattle, WA | Insurance-Affiliated · Boutique (under $100M) | $22.0M | 47 | 57 | 2 | 08/20/2026 | ☆ |
| 22907 | Volpe Investments Llc CRD 340047 | Cranford, NJ | Wealth Manager · Boutique (under $100M) | $22.0M | 67 | 67 | 1 | 09/23/2026 | ☆ |
| 22908 | Wealthix Llc CRD 308473 | Virginia Beach, VA | Wealth Manager · Boutique (under $100M) | $22.0M | 4 | 1 | 01/21/2026 | ☆ | |
| 22909 | Wcp Capital Management Llc CRD 151995 | Columbia, SC | Wealth Manager · Boutique (under $100M) | $22.0M | 13 | 44 | 1 | 02/11/2026 | ☆ |
| 22910 | Alta Advisors Llc CRD 167839 | Insurance-Affiliated · Boutique (under $100M) | $22.0M | 7 | 7 | 1 | 05/13/2026 | ☆ | |
| 22911 | Andorra Investment Management, Inc. CRD 150527 | College Grove, TN | Wealth Manager · Boutique (under $100M) | $22.0M | 30 | 30 | 2 | 04/29/2026 | ☆ |
| 22912 | Apollo Wealth Management Llc CRD 334251 | Wooster, OH | Wealth Manager · Boutique (under $100M) | $22.0M | 490 | 490 | 4 | 02/24/2026 | ☆ |
| 22913 | Arrow Investment Management, Llc CRD 119423 | Farmington Hills, MI | Insurance-Affiliated · Boutique (under $100M) | $22.0M | 25 | 25 | 4 | 05/01/2023 | ☆ |
| 22914 | Belden Financial, Llc CRD 287562 | Canton, OH | Wealth Manager · Boutique (under $100M) | $22.0M | 39 | 59 | 1 | 09/02/2026 | ☆ |
| 22915 | Bowditch Advisory Services, Lp CRD 318283 | Wealth Manager · Boutique (under $100M) | $22.0M | 3 | 6 | 1 | 03/31/2026 | ☆ | |
| 22916 | Echo Creek Capital, Llc CRD 167451 | Wealth Manager · Boutique (under $100M) | $22.0M | 32 | 57 | 1 | 03/26/2026 | ☆ | |
| 22917 | Epl Investment Advisory Llc CRD 118168 | Mesa, AZ | Insurance-Affiliated · Boutique (under $100M) | $22.0M | 100 | 1 | 05/07/2026 | ☆ | |
| 22918 | Fi Nancial Planner Llc CRD 299675 | Wealth Manager · Boutique (under $100M) | $22.0M | 44 | 87 | 1 | 02/11/2026 | ☆ | |
| 22919 | Financial Planning Concepts, Inc. CRD 119168 | Wealth Manager · Boutique (under $100M) | $22.0M | 9 | 19 | 1 | 01/08/2026 | ☆ | |
| 22920 | Hall Financial Advisors, Pc CRD 174754 | Kennesaw, GA | Wealth Manager · Boutique (under $100M) | $22.0M | 51 | 51 | 3 | 02/27/2024 | ☆ |
| 22921 | Hanold Asset Management, Llc CRD 123562 | Investment Adviser · Boutique (under $100M) | $22.0M | 28 | 1 | 01/24/2017 | ☆ | ||
| 22922 | Harmony Wealth Advisors, Llc CRD 315465 | Edgewater, MD | Wealth Manager · Boutique (under $100M) | $22.0M | 42 | 87 | 1 | 03/11/2026 | ☆ |
| 22923 | Hoosier Financial Planning, Llc CRD 305199 | Wealth Manager · Boutique (under $100M) | $22.0M | 67 | 137 | 1 | 02/04/2026 | ☆ | |
| 22924 | Mcmullen Financial CRD 127273 | Lewisville, TX | Wealth Manager · Boutique (under $100M) | $22.0M | 15 | 57 | 1 | 03/10/2023 | ☆ |
| 22925 | Mellor & Associates Llc CRD 117233 | Bellevue, WA | Wealth Manager · Boutique (under $100M) | $22.0M | 63 | 138 | 1 | 03/31/2026 | ☆ |
| 22926 | Soman Advisors Llc CRD 334599 | Wealth Manager · Boutique (under $100M) | $22.0M | 13 | 13 | 1 | 03/29/2026 | ☆ | |
| 22927 | Thomas R. Noonan, Inc. CRD 142143 | Wealth Manager · Boutique (under $100M) | $22.0M | 12 | 14 | 1 | 09/14/2026 | ☆ | |
| 22928 | Zales Investment Management, Inc CRD 112540 | Wealth Manager · Boutique (under $100M) | $22.0M | 6 | 6 | 1 | 04/13/2026 | ☆ | |
| 22929 | Skysail Wealth Management Llc CRD 309367 | Wealth Manager · Boutique (under $100M) | $22.0M | 35 | 75 | 1 | 04/02/2026 | ☆ | |
| 22930 | N CRD 160613 | Private Fund Manager · Boutique (under $100M) | $22.0M | 1 | 2 | 2 | 03/31/2026 | ☆ | |
| 22931 | Morhauser, Cheryl Ann CRD 129504 | Wealth Manager · Boutique (under $100M) | $22.0M | 23 | 23 | 1 | 03/20/2026 | ☆ | |
| 22932 | Foresight Investments Management, Inc. CRD 116327 | Wealth Manager · Boutique (under $100M) | $21.9M | 16 | 1 | 03/23/2026 | ☆ | ||
| 22933 | Dna Wealth Management Llc CRD 305791 | Wealth Manager · Boutique (under $100M) | $21.9M | 39 | 100 | 1 | 02/10/2026 | ☆ | |
| 22934 | Q(x) Branch Reserve Investments Llc CRD 298902 | Wealth Manager · Boutique (under $100M) | $21.9M | 21 | 20 | 1 | 01/29/2026 | ☆ | |
| 22935 | Rm Investment Strategies, Llc CRD 322828 | Grand Rapids, MI | Investment Adviser · Boutique (under $100M) | $21.9M | 97 | 3 | 03/27/2026 | ☆ | |
| 22936 | Key Concerns Inc CRD 124598 | Wyandotte, MI | Insurance-Affiliated · Boutique (under $100M) | $21.9M | 188 | 188 | 2 | 03/24/2026 | ☆ |
| 22937 | Investment Analytics, Llc CRD 321918 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $21.9M | 19 | 66 | 3 | 06/26/2026 | ☆ |
| 22938 | Martin, Kevin Bayard CRD 226668 | Menlo Park, CA | Wealth Manager · Boutique (under $100M) | $21.9M | 36 | 59 | 1 | 03/26/2026 | ☆ |
| 22939 | Kelce Advisors, Llc CRD 330769 | Wealth Manager · Boutique (under $100M) | $21.9M | 11 | 63 | 1 | 05/11/2026 | ☆ | |
| 22940 | Shb Advisors, Llc CRD 170529 | Washington, DC | Wealth Manager · Boutique (under $100M) | $21.9M | 5 | 5 | 1 | 03/13/2026 | ☆ |
| 22941 | Bright Wealth Advisors, Llc CRD 299434 | Mission Viejo, CA | Insurance-Affiliated · Boutique (under $100M) | $21.9M | 52 | 135 | 1 | 05/19/2026 | ☆ |
| 22942 | Volition Financial Network, Llc CRD 304366 | Cleveland, OH | Wealth Manager · Boutique (under $100M) | $21.9M | 73 | 172 | 1 | 03/25/2026 | ☆ |
| 22943 | Clear Trace, Llc CRD 144746 | Wealth Manager · Boutique (under $100M) | $21.9M | 51 | 102 | 1 | 02/02/2026 | ☆ | |
| 22944 | Zone Investment Management, Llc CRD 314086 | Wealth Manager · Boutique (under $100M) | $21.9M | 32 | 66 | 1 | 01/28/2026 | ☆ | |
| 22945 | Forecast Institute, Llc CRD 285694 | Private Fund Manager · Boutique (under $100M) | $21.9M | 1 | 1 | 1 | 03/27/2026 | ☆ | |
| 22946 | St. Croix Advisors, Llc CRD 159000 | Insurance-Affiliated · Boutique (under $100M) | $21.9M | 7 | 11 | 1 | 03/06/2026 | ☆ | |
| 22947 | Jsd & Associates , Inc CRD 135107 | North Syracuse, NY | Institutional / Pension Advisor · Boutique (under $100M) | $21.9M | 4 | 3 | 03/24/2026 | ☆ | |
| 22948 | Globalinvest Financial Services, Inc. CRD 154466 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $21.9M | 49 | 49 | 1 | 03/15/2026 | ☆ |
| 22949 | Deller Wealth Management Llc CRD 297975 | Royal Oak, MI | Wealth Manager · Boutique (under $100M) | $21.9M | 79 | 160 | 1 | 03/12/2026 | ☆ |
| 22950 | San Blas Capital, Llc CRD 140971 | Wealth Manager · Boutique (under $100M) | $21.9M | 37 | 37 | 1 | 01/27/2026 | ☆ |