Investment advisers
44,615 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 |
|---|---|---|---|---|---|---|---|---|---|
| 23851 | Fama Re.Capital Ltda CRD 148198 | Sao Paulo | Private Fund Manager · Boutique (under $100M) | $16.3M | 4 | 4 | 17 | 04/01/2026 | ☆ |
| 23852 | Bass Rocks, Llc / Bass Rocks Asset Management CRD 327710 | Wealth Manager · Boutique (under $100M) | $16.3M | 21 | 21 | 3 | 05/29/2026 | ☆ | |
| 23853 | Mccauley Investment Advisory, Llc CRD 166035 | Wealth Manager · Boutique (under $100M) | $16.3M | 91 | 91 | 2 | 02/04/2026 | ☆ | |
| 23854 | Salida Financial Advice And Planning Llc CRD 317464 | Salida, CO | Wealth Manager · Boutique (under $100M) | $16.3M | 20 | 21 | 0 | 05/06/2026 | ☆ |
| 23855 | Family First Wealth Management, Llc CRD 306030 | Sycamore, IL | Wealth Manager · Boutique (under $100M) | $16.3M | 12 | 26 | 1 | 03/31/2026 | ☆ |
| 23856 | Kangpan & Company Llc CRD 337585 | Wealth Manager · Boutique (under $100M) | $16.3M | 6 | 43 | 1 | 08/14/2026 | ☆ | |
| 23857 | J.R.Pluta Capital Management, Inc. CRD 124758 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $16.3M | 7 | 7 | 1 | 03/23/2026 | ☆ |
| 23858 | Retiresharp Wealth Management, Llc CRD 309005 | Wealth Manager · Boutique (under $100M) | $16.3M | 135 | 135 | 1 | 01/12/2026 | ☆ | |
| 23859 | Evidencial Financial Consulting Llc CRD 298003 | Wealth Manager · Boutique (under $100M) | $16.2M | 7 | 26 | 1 | 07/01/2026 | ☆ | |
| 23860 | One Source Advisory Services, Llc CRD 150312 | Decatur, GA | Wealth Manager · Boutique (under $100M) | $16.2M | 102 | 97 | 1 | 03/19/2026 | ☆ |
| 23861 | Northwood Wealth Management, Llc CRD 330088 | Schaumburg, IL | Wealth Manager · Boutique (under $100M) | $16.2M | 20 | 33 | 2 | 02/18/2026 | ☆ |
| 23862 | 360 Wealth Consultants, Llc CRD 310154 | Roanoke, VA | Wealth Manager · Boutique (under $100M) | $16.2M | 132 | 121 | 2 | 04/01/2024 | ☆ |
| 23863 | Securities Brokerage Services, Inc CRD 119861 | Carnegie, PA | Insurance-Affiliated · Boutique (under $100M) | $16.2M | 42 | 42 | 5 | 10/20/2023 | ☆ |
| 23864 | Calibration Financial, Llc CRD 304118 | Milaca, MN | Wealth Manager · Boutique (under $100M) | $16.2M | 85 | 228 | 1 | 03/27/2026 | ☆ |
| 23865 | S & A Financial Strategies & Services, Llc CRD 140188 | Cherry Hill, NJ | Wealth Manager · Boutique (under $100M) | $16.2M | 39 | 39 | 2 | 02/26/2026 | ☆ |
| 23866 | Lts Financial Group CRD 313215 | Ft. Worth, TX | Wealth Manager · Boutique (under $100M) | $16.2M | 80 | 179 | 1 | 01/14/2026 | ☆ |
| 23867 | Covato Capital Management, Llc CRD 173956 | Wealth Manager · Boutique (under $100M) | $16.2M | 29 | 55 | 4 | 03/25/2026 | ☆ | |
| 23868 | Cincinnati Wealth Management, Inc. CRD 291688 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $16.2M | 13 | 43 | 1 | 02/05/2026 | ☆ |
| 23869 | Van Meter Associates, Llc CRD 134191 | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $16.2M | 5 | 5 | 2 | 03/25/2024 | ☆ | |
| 23870 | Green Vista Asset Management Llc CRD 296855 | Winter Park, FL | Wealth Manager · Boutique (under $100M) | $16.2M | 59 | 75 | 7 | 03/18/2026 | ☆ |
| 23871 | Hg Capital Advisors, Llc CRD 114653 | Wealth Manager · Boutique (under $100M) | $16.2M | 180 | 191 | 3 | 03/03/2026 | ☆ | |
| 23872 | Kristine A. Boelte & Associates, Llc CRD 281839 | Clarksville, VA | Wealth Manager · Boutique (under $100M) | $16.2M | 149 | 216 | 1 | 03/24/2026 | ☆ |
| 23873 | Aaron Rivers CRD 146604 | Wealth Manager · Boutique (under $100M) | $16.2M | 70 | 70 | 1 | 04/21/2026 | ☆ | |
| 23874 | Wmc Capital Management, Llc CRD 329845 | Concord, NC | Wealth Manager · Boutique (under $100M) | $16.2M | 340 | 340 | 2 | 02/26/2026 | ☆ |
| 23875 | Zerba, John C CRD 155479 | Milton Freewater, OR | Wealth Manager · Boutique (under $100M) | $16.2M | 68 | 106 | 1 | 03/05/2024 | ☆ |
| 23876 | Coronado Financial Group L.L.C. CRD 132727 | Insurance-Affiliated · Boutique (under $100M) | $16.2M | 20 | 20 | 1 | 03/13/2026 | ☆ | |
| 23877 | J.C. Goodgal, Inc. CRD 128318 | Wealth Manager · Boutique (under $100M) | $16.2M | 24 | 24 | 3 | 03/30/2026 | ☆ | |
| 23878 | Eden Financial, Llc CRD 323479 | Aliso Viejo, CA | Wealth Manager · Boutique (under $100M) | $16.2M | 64 | 163 | 2 | 03/18/2026 | ☆ |
| 23879 | Riverwalk Capital Partners, Llc CRD 328320 | Chicago, IL | Private Fund Manager · Boutique (under $100M) | $16.2M | 1 | 1 | 6 | 04/17/2026 | ☆ |
| 23880 | Gadiraju, Raju CRD 131086 | Wealth Manager · Boutique (under $100M) | $16.2M | 25 | 37 | 1 | 03/20/2026 | ☆ | |
| 23881 | Bellaire Capital Management, Llc CRD 152438 | Wealth Manager · Boutique (under $100M) | $16.2M | 25 | 45 | 1 | 03/05/2026 | ☆ | |
| 23882 | Sweater Industries Llc CRD 317749 | Boulder, CO | Mutual Fund / Asset Manager · Boutique (under $100M) | $16.1M | 2 | 2 | 7 | 03/31/2026 | ☆ |
| 23883 | Cah Advisors, Llc CRD 316355 | Birmingham, AL | Institutional / Pension Advisor · Boutique (under $100M) | $16.1M | 2 | 4 | 05/06/2026 | ☆ | |
| 23884 | Rdl Capital Llc CRD 310503 | Wealth Manager · Boutique (under $100M) | $16.1M | 32 | 62 | 2 | 03/30/2026 | ☆ | |
| 23885 | Angart & Co. CRD 121394 | Beachwood, OH | Wealth Manager · Boutique (under $100M) | $16.1M | 9 | 9 | 1 | 02/04/2026 | ☆ |
| 23886 | Financial Planning Centers Of America, Inc. CRD 115643 | Arvada, CO | Insurance-Affiliated · Boutique (under $100M) | $16.1M | 42 | 42 | 1 | 01/09/2026 | ☆ |
| 23887 | Coretegic Capital, Llc CRD 291343 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $16.1M | 23 | 43 | 1 | 05/13/2026 | ☆ |
| 23888 | Hahn Financial Services, Llc CRD 141637 | Insurance-Affiliated · Boutique (under $100M) | $16.1M | 102 | 113 | 1 | 05/14/2026 | ☆ | |
| 23889 | Bedfield Asset Management, Llc CRD 142603 | Wealth Manager · Boutique (under $100M) | $16.1M | 18 | 18 | 1 | 03/25/2026 | ☆ | |
| 23890 | Forma Cashmere Llc CRD 332280 | Mutual Fund / Asset Manager · Boutique (under $100M) | $16.1M | 1 | 1 | 5 | 06/08/2026 | ☆ | |
| 23891 | Mk Investment Advisors, Llc CRD 287539 | Wealth Manager · Boutique (under $100M) | $16.1M | 7 | 20 | 1 | 02/09/2026 | ☆ | |
| 23892 | N CRD 300327 | Wealth Manager · Boutique (under $100M) | $16.1M | 57 | 57 | 7 | 02/09/2026 | ☆ | |
| 23893 | Nextgen Emp, Inc. CRD 333721 | Mutual Fund / Asset Manager · Boutique (under $100M) | $16.1M | 1 | 1 | 2 | 03/27/2026 | ☆ | |
| 23894 | Emeraldspark Investments, Llc CRD 282015 | Wealth Manager · Boutique (under $100M) | $16.1M | 52 | 88 | 1 | 01/20/2026 | ☆ | |
| 23895 | S Conway Consulting, Llc CRD 305970 | Wealth Manager · Boutique (under $100M) | $16.1M | 47 | 88 | 1 | 03/24/2026 | ☆ | |
| 23896 | Hunley Wealth Management Llc CRD 331504 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $16.1M | 44 | 44 | 3 | 07/28/2026 | ☆ |
| 23897 | Safe Harbor Capital Management Llc CRD 164702 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $16.1M | 38 | 66 | 1 | 06/01/2026 | ☆ |
| 23898 | Blue Infinitas Capital, Llc CRD 329245 | Miami, FL | Wealth Manager · Boutique (under $100M) | $16.0M | 11 | 14 | 1 | 06/04/2026 | ☆ |
| 23899 | Tilden Capital Management, Llc CRD 154988 | Wealth Manager · Boutique (under $100M) | $16.0M | 10 | 40 | 1 | 04/09/2026 | ☆ | |
| 23900 | Real Agency Wealth Llc CRD 337219 | Wealth Manager · Boutique (under $100M) | $16.0M | 20 | 67 | 1 | 05/19/2026 | ☆ |