Investment advisers
45,184 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 |
|---|---|---|---|---|---|---|---|---|---|
| 23601 | Michael G. Orf CRD 134163 | Wealth Manager · Boutique (under $100M) | $18.2M | 15 | 68 | 1 | 01/05/2026 | ☆ | |
| 23602 | Esoteric Wealth Partners Llc CRD 168497 | Edmond, OK | Wealth Manager · Boutique (under $100M) | $18.2M | 49 | 93 | 1 | 03/30/2026 | ☆ |
| 23603 | Abacus Investment Advisors, Inc. CRD 147556 | Salt Lake City, UT | Wealth Manager · Boutique (under $100M) | $18.2M | 29 | 65 | 1 | 02/11/2026 | ☆ |
| 23604 | Optimum Wealth Management, Llc CRD 282421 | Wealth Manager · Boutique (under $100M) | $18.2M | 21 | 66 | 1 | 02/24/2026 | ☆ | |
| 23605 | Preakness Retirement Advisors, Llc CRD 133811 | Insurance-Affiliated · Boutique (under $100M) | $18.2M | 7 | 7 | 1 | 03/23/2026 | ☆ | |
| 23606 | Wade Management Llc CRD 157268 | Wealth Manager · Boutique (under $100M) | $18.2M | 49 | 49 | 1 | 01/12/2026 | ☆ | |
| 23607 | Breakforth Investment Management, Inc. CRD 121540 | Wealth Manager · Boutique (under $100M) | $18.2M | 25 | 25 | 1 | 03/31/2026 | ☆ | |
| 23608 | Teacher Wealth, Llc CRD 309400 | Wealth Manager · Boutique (under $100M) | $18.2M | 68 | 212 | 1 | 03/18/2026 | ☆ | |
| 23609 | Wealthmark, Inc. CRD 283600 | Wealth Manager · Boutique (under $100M) | $18.2M | 20 | 41 | 1 | 03/17/2026 | ☆ | |
| 23610 | Homestead Financial Llc CRD 306371 | Wealth Manager · Boutique (under $100M) | $18.2M | 23 | 23 | 1 | 03/24/2026 | ☆ | |
| 23611 | Long Planning, Llc CRD 323443 | Geneva, IL | Wealth Manager · Boutique (under $100M) | $18.2M | 38 | 197 | 1 | 03/26/2026 | ☆ |
| 23612 | Cumberland Hill Capital Management Llc CRD 142227 | Dallas, TX | Private Fund Manager · Boutique (under $100M) | $18.2M | 1 | 1 | 2 | 03/09/2026 | ☆ |
| 23613 | Mackwani & Associates Wealth Management, Llc CRD 299284 | Insurance-Affiliated · Boutique (under $100M) | $18.1M | 98 | 150 | 6 | 09/22/2026 | ☆ | |
| 23614 | Safe Harbor Investment Advisors, Llc CRD 145916 | Wealth Manager · Boutique (under $100M) | $18.1M | 16 | 22 | 1 | 01/28/2026 | ☆ | |
| 23615 | Endurance Financial Group L.L.C. CRD 310307 | St. Paul, MN | Wealth Manager · Boutique (under $100M) | $18.1M | 21 | 55 | 2 | 03/23/2026 | ☆ |
| 23616 | Harper Capital Management, Ltd. CRD 130229 | Cold Spring, NY | Wealth Manager · Boutique (under $100M) | $18.1M | 28 | 39 | 1 | 12/26/2025 | ☆ |
| 23617 | Straitgate Financial L.L.C. CRD 124798 | Wealth Manager · Boutique (under $100M) | $18.1M | 43 | 131 | 2 | 01/23/2026 | ☆ | |
| 23618 | Castaneda Financial Management Llc CRD 332892 | Wealth Manager · Boutique (under $100M) | $18.1M | 16 | 46 | 1 | 01/21/2026 | ☆ | |
| 23619 | Etf Model Solutions, Llc CRD 168410 | Appleton, WI | Wealth Manager · Boutique (under $100M) | $18.1M | 108 | 220 | 14 | 08/27/2026 | ☆ |
| 23620 | Vodicka Group, Inc. CRD 150994 | Wealth Manager · Boutique (under $100M) | $18.1M | 49 | 74 | 1 | 01/22/2026 | ☆ | |
| 23621 | Raise Financial Advisors Llc CRD 311515 | Wealth Manager · Boutique (under $100M) | $18.1M | 50 | 171 | 1 | 01/28/2026 | ☆ | |
| 23622 | New Street Advisors Group Llc CRD 305687 | Wealth Manager · Boutique (under $100M) | $18.1M | 510 | 835 | 1 | 06/09/2026 | ☆ | |
| 23623 | Stein Financial Llc CRD 319712 | Destin, FL | Wealth Manager · Boutique (under $100M) | $18.1M | 16 | 35 | 1 | 08/20/2026 | ☆ |
| 23624 | Brsquared L.L.C. CRD 299063 | Wealth Manager · Boutique (under $100M) | $18.1M | 14 | 37 | 2 | 03/20/2026 | ☆ | |
| 23625 | Sg Retirement Planning Llc CRD 334710 | Henderson, NV | Wealth Manager · Boutique (under $100M) | $18.1M | 50 | 88 | 2 | 06/08/2026 | ☆ |
| 23626 | Raton, Llc CRD 290027 | Fishers, IN | Wealth Manager · Boutique (under $100M) | $18.1M | 34 | 1 | 03/18/2026 | ☆ | |
| 23627 | Sparrow Advisors, Llc CRD 327087 | Dallas, TX | Insurance-Affiliated · Boutique (under $100M) | $18.1M | 12 | 3 | 03/17/2026 | ☆ | |
| 23628 | Signal Financial Planning, Llc CRD 222516 | Wealth Manager · Boutique (under $100M) | $18.1M | 28 | 55 | 1 | 03/08/2026 | ☆ | |
| 23629 | Profolio Investments, Inc. CRD 173241 | Wealth Manager · Boutique (under $100M) | $18.1M | 25 | 83 | 1 | 03/25/2026 | ☆ | |
| 23630 | Yaish Financial Services Llc CRD 269856 | Bergenfield, NJ | Wealth Manager · Boutique (under $100M) | $18.0M | 53 | 53 | 1 | 02/25/2026 | ☆ |
| 23631 | Peakview Strategies, Llc CRD 318488 | Wealth Manager · Boutique (under $100M) | $18.0M | 25 | 81 | 1 | 09/10/2026 | ☆ | |
| 23632 | Belinda Leslie A Registered Investment Adviser, Inc. CRD 123702 | Wealth Manager · Boutique (under $100M) | $18.0M | 24 | 24 | 1 | 03/19/2026 | ☆ | |
| 23633 | The Healy Group Llc CRD 33062 | Wealth Manager · Boutique (under $100M) | $18.0M | 5 | 9 | 2 | 03/30/2026 | ☆ | |
| 23634 | Hunter Investment Services Llc CRD 333760 | Wealth Manager · Boutique (under $100M) | $18.0M | 34 | 103 | 1 | 03/06/2026 | ☆ | |
| 23635 | Atherton Investment Management , Llc CRD 154373 | Wealth Manager · Boutique (under $100M) | $18.0M | 19 | 38 | 1 | 02/02/2026 | ☆ | |
| 23636 | Lemuel James Financial, Llc CRD 162212 | Wealth Manager · Boutique (under $100M) | $18.0M | 162 | 205 | 1 | 05/15/2026 | ☆ | |
| 23637 | Worthynest Llc CRD 284872 | Wealth Manager · Boutique (under $100M) | $18.0M | 23 | 97 | 1 | 03/17/2026 | ☆ | |
| 23638 | Faykus Financial, Llc CRD 288957 | Austin, TX | Insurance-Affiliated · Boutique (under $100M) | $18.0M | 35 | 34 | 3 | 03/30/2026 | ☆ |
| 23639 | Archetype Investment Advisors Inc CRD 137095 | Jackson, TN | Wealth Manager · Boutique (under $100M) | $18.0M | 123 | 123 | 2 | 12/26/2025 | ☆ |
| 23640 | Boundary Street Partners Lp CRD 282300 | Wealth Manager · Boutique (under $100M) | $18.0M | 20 | 20 | 1 | 02/20/2026 | ☆ | |
| 23641 | Brickell Financial Group Llc CRD 283974 | Miami, FL | Wealth Manager · Boutique (under $100M) | $18.0M | 36 | 34 | 2 | 01/29/2025 | ☆ |
| 23642 | Caplo Advisory Llc CRD 312295 | Houston, TX | Wealth Manager · Boutique (under $100M) | $18.0M | 10 | 72 | 1 | 03/31/2026 | ☆ |
| 23643 | Cardinal Financial Consultants, Llc CRD 147918 | Okemos, MI | Insurance-Affiliated · Boutique (under $100M) | $18.0M | 84 | 84 | 1 | 06/05/2025 | ☆ |
| 23644 | Craig Verdi Investments, Llc CRD 313435 | Wealth Manager · Boutique (under $100M) | $18.0M | 14 | 14 | 2 | 06/24/2026 | ☆ | |
| 23645 | Jfd Capital, Llc CRD 334762 | Wealth Manager · Boutique (under $100M) | $18.0M | 2 | 7 | 1 | 09/10/2026 | ☆ | |
| 23646 | Lk Wealth Management, Llc CRD 168378 | Wealth Manager · Boutique (under $100M) | $18.0M | 45 | 45 | 1 | 02/15/2018 | ☆ | |
| 23647 | Main Line Capital Management CRD 130960 | East Aurora, NY | Wealth Manager · Boutique (under $100M) | $18.0M | 52 | 52 | 1 | 02/19/2026 | ☆ |
| 23648 | Mel Consulting Co. CRD 307834 | Wealth Manager · Boutique (under $100M) | $18.0M | 29 | 30 | 1 | 01/20/2026 | ☆ | |
| 23649 | North Shore Investment Advisors, Llc CRD 168208 | Neenah, WI | Mutual Fund / Asset Manager · Boutique (under $100M) | $18.0M | 44 | 44 | 1 | 03/28/2026 | ☆ |
| 23650 | Open Square Capital, Llc CRD 175152 | Wealth Manager · Boutique (under $100M) | $18.0M | 5 | 4 | 1 | 05/12/2026 | ☆ |