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 |
|---|---|---|---|---|---|---|---|---|---|
| 23901 | Fortified Wealth Advisors. Llc CRD 332137 | Elkhart, IN | Wealth Manager · Boutique (under $100M) | $16.6M | 59 | 106 | 1 | 06/04/2026 | ☆ |
| 23902 | Beacon Light Financial Services, Llc CRD 326161 | Highlands Ranch, CO | Wealth Manager · Boutique (under $100M) | $16.6M | 33 | 100 | 2 | 03/17/2026 | ☆ |
| 23903 | Chanakya Business Ventures Llc CRD 309886 | Wealth Manager · Boutique (under $100M) | $16.6M | 69 | 69 | 1 | 06/17/2026 | ☆ | |
| 23904 | Aspen Trail Wealth Management, Llc CRD 224517 | Wealth Manager · Boutique (under $100M) | $16.6M | 20 | 31 | 1 | 05/01/2026 | ☆ | |
| 23905 | Midwest Capital Financial Advisors, Llc CRD 307447 | Decatur, IN | Insurance-Affiliated · Boutique (under $100M) | $16.6M | 111 | 111 | 2 | 03/04/2026 | ☆ |
| 23906 | Sobel Financial Llc CRD 304019 | Denver, CO | Wealth Manager · Boutique (under $100M) | $16.6M | 53 | 123 | 1 | 09/14/2026 | ☆ |
| 23907 | Scott And Associates Of Texas, Inc. CRD 166650 | Wealth Manager · Boutique (under $100M) | $16.6M | 42 | 42 | 2 | 03/17/2026 | ☆ | |
| 23908 | Cascade Wealth Management Solutions Inc. CRD 333821 | Wealth Manager · Boutique (under $100M) | $16.6M | 76 | 136 | 1 | 03/13/2026 | ☆ | |
| 23909 | B.W. Belisle Planning & Strategy Company Llc CRD 168180 | Wealth Manager · Boutique (under $100M) | $16.6M | 30 | 30 | 1 | 03/03/2026 | ☆ | |
| 23910 | Wealth Strategies & Solutions, Llc CRD 297130 | Rochester, NY | Wealth Manager · Boutique (under $100M) | $16.6M | 59 | 76 | 1 | 02/17/2026 | ☆ |
| 23911 | Legacy Financial, Ltd CRD 284437 | Insurance-Affiliated · Boutique (under $100M) | $16.6M | 71 | 118 | 1 | 01/22/2026 | ☆ | |
| 23912 | Apam, Llc CRD 331386 | Private Fund Manager · Boutique (under $100M) | $16.5M | 1 | 1 | 2 | 09/29/2026 | ☆ | |
| 23913 | Intuitivo Llc CRD 322668 | Guaynabo, PR | Investment Adviser · Boutique (under $100M) | $16.5M | 76 | 154 | 1 | 03/02/2026 | ☆ |
| 23914 | Ellis, Craig Scott CRD 336094 | Wealth Manager · Boutique (under $100M) | $16.5M | 52 | 52 | 1 | 04/27/2026 | ☆ | |
| 23915 | Kairos Ria, Llc CRD 341881 | Raleigh, NC | Wealth Manager · Boutique (under $100M) | $16.5M | 40 | 90 | 2 | 09/15/2026 | ☆ |
| 23916 | Baldwin Financial, Llc CRD 324725 | Oklahoma City, OK | Insurance-Affiliated · Boutique (under $100M) | $16.5M | 38 | 71 | 1 | 05/15/2026 | ☆ |
| 23917 | Altruist Wealth Management Llc CRD 333692 | Wealth Manager · Boutique (under $100M) | $16.5M | 9 | 33 | 1 | 05/08/2026 | ☆ | |
| 23918 | Mrc Group Llc CRD 290132 | Wealth Manager · Boutique (under $100M) | $16.5M | 17 | 43 | 1 | 03/10/2026 | ☆ | |
| 23919 | Kuli Capital Management, Llc CRD 154556 | Wealth Manager · Boutique (under $100M) | $16.5M | 50 | 74 | 1 | 03/30/2026 | ☆ | |
| 23920 | Maredin Corporation CRD 163145 | Wealth Manager · Boutique (under $100M) | $16.5M | 25 | 25 | 1 | 03/31/2026 | ☆ | |
| 23921 | Parker Wealth Management, Llc CRD 157064 | Windsor, CT | Wealth Manager · Boutique (under $100M) | $16.5M | 21 | 51 | 1 | 03/28/2026 | ☆ |
| 23922 | Rebellion Research Advisors, L.P. CRD 167661 | New York, NY | Wealth Manager · Boutique (under $100M) | $16.5M | 75 | 75 | 4 | 03/26/2026 | ☆ |
| 23923 | Redpoint Investment Advisors Llc CRD 311737 | Wealth Manager · Boutique (under $100M) | $16.5M | 22 | 55 | 1 | 09/01/2026 | ☆ | |
| 23924 | Strategic Wealth Management Llc CRD 140745 | Briarcliff Manor, NY | Wealth Manager · Boutique (under $100M) | $16.5M | 26 | 28 | 2 | 03/13/2026 | ☆ |
| 23925 | Krb And Associates, Inc CRD 121013 | Oklahoma City, OK | Endowment & Foundation Advisor · Boutique (under $100M) | $16.5M | 1 | 1 | 02/12/2026 | ☆ | |
| 23926 | Nashional Independent Investment Management Llc CRD 289955 | Mckinney, TX | Wealth Manager · Boutique (under $100M) | $16.5M | 58 | 119 | 3 | 03/31/2026 | ☆ |
| 23927 | Orion Wealth Management Llc CRD 313698 | Richardson, TX | Insurance-Affiliated · Boutique (under $100M) | $16.5M | 75 | 73 | 4 | 09/18/2026 | ☆ |
| 23928 | Fitzgerald Asset Management, Llc CRD 164611 | Wealth Manager · Boutique (under $100M) | $16.5M | 6 | 1 | 07/08/2026 | ☆ | ||
| 23929 | Truehand Inc CRD 323640 | Strafford, NH | Wealth Manager · Boutique (under $100M) | $16.5M | 12 | 15 | 1 | 02/28/2026 | ☆ |
| 23930 | Nw Straits Financial Services Llc CRD 315904 | Wealth Manager · Boutique (under $100M) | $16.5M | 11 | 58 | 1 | 05/12/2026 | ☆ | |
| 23931 | Diamond Equity Advisors, Llc CRD 306451 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $16.4M | 95 | 136 | 1 | 04/21/2026 | ☆ |
| 23932 | International Asset Management, Inc. CRD 114651 | Wealth Manager · Boutique (under $100M) | $16.4M | 15 | 15 | 1 | 03/31/2026 | ☆ | |
| 23933 | Boselah Investments Llc CRD 171726 | Wealth Manager · Boutique (under $100M) | $16.4M | 12 | 24 | 1 | 01/07/2026 | ☆ | |
| 23934 | Etf Portfolio Management Llc CRD 145698 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $16.4M | 32 | 32 | 1 | 04/29/2026 | ☆ |
| 23935 | Honest Wealth Llc CRD 284735 | Irvine, CA | Insurance-Affiliated · Boutique (under $100M) | $16.4M | 29 | 67 | 1 | 03/11/2026 | ☆ |
| 23936 | Earner Wealth Llc CRD 330685 | Wealth Manager · Boutique (under $100M) | $16.4M | 4 | 25 | 1 | 03/24/2026 | ☆ | |
| 23937 | Aleph Investments, Llc CRD 155404 | Wealth Manager · Boutique (under $100M) | $16.4M | 27 | 27 | 1 | 02/06/2026 | ☆ | |
| 23938 | Cavanaugh Wealth Management Llc CRD 339348 | Wealth Manager · Boutique (under $100M) | $16.4M | 99 | 99 | 1 | 09/01/2026 | ☆ | |
| 23939 | Montgomery & Co., L.L.C. CRD 269932 | Wealth Manager · Boutique (under $100M) | $16.4M | 24 | 76 | 1 | 03/31/2026 | ☆ | |
| 23940 | Aragorn Ltd. CRD 129380 | Wealth Manager · Boutique (under $100M) | $16.4M | 25 | 51 | 1 | 03/24/2026 | ☆ | |
| 23941 | Coordinated Planning Group, Inc. CRD 173653 | Melville, NY | Institutional / Pension Advisor · Boutique (under $100M) | $16.4M | 8 | 8 | 2 | 02/09/2026 | ☆ |
| 23942 | Harmon Financial Advisors, Inc. CRD 155345 | Flowood, MS | Wealth Manager · Boutique (under $100M) | $16.4M | 8 | 14 | 2 | 01/27/2026 | ☆ |
| 23943 | Russo Bruce Edward CRD 107164 | Wealth Manager · Boutique (under $100M) | $16.4M | 13 | 13 | 1 | 04/01/2026 | ☆ | |
| 23944 | Hunter Private Capital Advisors, Llc CRD 333651 | Pittsburgh, PA | Private Fund Manager · Boutique (under $100M) | $16.4M | 2 | 2 | 6 | 03/31/2026 | ☆ |
| 23945 | Hart Investment Management, Llc CRD 309661 | Wealth Manager · Boutique (under $100M) | $16.4M | 6 | 20 | 1 | 02/24/2026 | ☆ | |
| 23946 | Wealthetic Llc CRD 334809 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $16.4M | 47 | 59 | 2 | 07/15/2026 | ☆ |
| 23947 | Lifetime Strategies, Llc CRD 126348 | Griffin, GA | Wealth Manager · Boutique (under $100M) | $16.4M | 49 | 54 | 1 | 03/25/2026 | ☆ |
| 23948 | Myneni, Ravi CRD 319713 | Wealth Manager · Boutique (under $100M) | $16.4M | 8 | 30 | 1 | 03/13/2026 | ☆ | |
| 23949 | Mclean Financial Planning And Investment Management, Inc. CRD 170717 | Mentor, OH | Wealth Manager · Boutique (under $100M) | $16.4M | 52 | 85 | 1 | 02/02/2026 | ☆ |
| 23950 | Buttonwood Partners, Inc. CRD 27108 | Madison, WI | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $16.4M | 28 | 28 | 3 | 01/02/2026 | ☆ |