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 |
|---|---|---|---|---|---|---|---|---|---|
| 23951 | Granite Hill Capital Management, Llc CRD 137219 | Wealth Manager · Boutique (under $100M) | $16.4M | 5 | 13 | 1 | 04/06/2026 | ☆ | |
| 23952 | Svof/Mm, Llc CRD 132205 | Santa Monica, CA | Private Fund Manager · Boutique (under $100M) | $16.4M | 1 | 1 | 4 | 06/17/2026 | ☆ |
| 23953 | C4 M Global Advisors Llc CRD 326942 | Arlington, VA | Private Fund Manager · Boutique (under $100M) | $16.3M | 1 | 1 | 3 | 02/24/2026 | ☆ |
| 23954 | Capital Focus, Inc. CRD 152149 | Greenville, SC | Wealth Manager · Boutique (under $100M) | $16.3M | 19 | 32 | 1 | 03/25/2026 | ☆ |
| 23955 | Yosemite Wealth Llc CRD 322900 | Oakhurst, CA | Wealth Manager · Boutique (under $100M) | $16.3M | 70 | 137 | 1 | 01/27/2026 | ☆ |
| 23956 | N CRD 169933 | Mutual Fund / Asset Manager · Boutique (under $100M) | $16.3M | 1 | 1 | 0 | 03/31/2025 | ☆ | |
| 23957 | Trellisent Investments CRD 151473 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $16.3M | 10 | 41 | 1 | 02/26/2026 | ☆ |
| 23958 | Fama Re.Capital Ltda CRD 148198 | Sao Paulo | Private Fund Manager · Boutique (under $100M) | $16.3M | 4 | 4 | 17 | 04/01/2026 | ☆ |
| 23959 | Bass Rocks, Llc / Bass Rocks Asset Management CRD 327710 | Wealth Manager · Boutique (under $100M) | $16.3M | 21 | 21 | 3 | 05/29/2026 | ☆ | |
| 23960 | Mccauley Investment Advisory, Llc CRD 166035 | Wealth Manager · Boutique (under $100M) | $16.3M | 91 | 91 | 2 | 02/04/2026 | ☆ | |
| 23961 | Salida Financial Advice And Planning Llc CRD 317464 | Salida, CO | Wealth Manager · Boutique (under $100M) | $16.3M | 20 | 21 | 0 | 05/06/2026 | ☆ |
| 23962 | Family First Wealth Management, Llc CRD 306030 | Sycamore, IL | Wealth Manager · Boutique (under $100M) | $16.3M | 12 | 26 | 1 | 03/31/2026 | ☆ |
| 23963 | Kangpan & Company Llc CRD 337585 | Wealth Manager · Boutique (under $100M) | $16.3M | 6 | 43 | 1 | 08/14/2026 | ☆ | |
| 23964 | J.R.Pluta Capital Management, Inc. CRD 124758 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $16.3M | 7 | 7 | 1 | 03/23/2026 | ☆ |
| 23965 | Retiresharp Wealth Management, Llc CRD 309005 | Wealth Manager · Boutique (under $100M) | $16.3M | 135 | 135 | 1 | 01/12/2026 | ☆ | |
| 23966 | Evidencial Financial Consulting Llc CRD 298003 | Wealth Manager · Boutique (under $100M) | $16.2M | 7 | 26 | 1 | 07/01/2026 | ☆ | |
| 23967 | One Source Advisory Services, Llc CRD 150312 | Decatur, GA | Wealth Manager · Boutique (under $100M) | $16.2M | 102 | 97 | 1 | 03/19/2026 | ☆ |
| 23968 | Northwood Wealth Management, Llc CRD 330088 | Schaumburg, IL | Wealth Manager · Boutique (under $100M) | $16.2M | 20 | 33 | 2 | 02/18/2026 | ☆ |
| 23969 | 360 Wealth Consultants, Llc CRD 310154 | Roanoke, VA | Wealth Manager · Boutique (under $100M) | $16.2M | 132 | 121 | 2 | 04/01/2024 | ☆ |
| 23970 | Securities Brokerage Services, Inc CRD 119861 | Carnegie, PA | Insurance-Affiliated · Boutique (under $100M) | $16.2M | 42 | 42 | 5 | 10/20/2023 | ☆ |
| 23971 | Calibration Financial, Llc CRD 304118 | Milaca, MN | Wealth Manager · Boutique (under $100M) | $16.2M | 85 | 228 | 1 | 03/27/2026 | ☆ |
| 23972 | S & A Financial Strategies & Services, Llc CRD 140188 | Cherry Hill, NJ | Wealth Manager · Boutique (under $100M) | $16.2M | 39 | 39 | 2 | 02/26/2026 | ☆ |
| 23973 | Lts Financial Group CRD 313215 | Ft. Worth, TX | Wealth Manager · Boutique (under $100M) | $16.2M | 80 | 179 | 1 | 01/14/2026 | ☆ |
| 23974 | Covato Capital Management, Llc CRD 173956 | Wealth Manager · Boutique (under $100M) | $16.2M | 29 | 55 | 4 | 03/25/2026 | ☆ | |
| 23975 | Cincinnati Wealth Management, Inc. CRD 291688 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $16.2M | 13 | 43 | 1 | 02/05/2026 | ☆ |
| 23976 | Van Meter Associates, Llc CRD 134191 | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $16.2M | 5 | 5 | 2 | 03/25/2024 | ☆ | |
| 23977 | Green Vista Asset Management Llc CRD 296855 | Winter Park, FL | Wealth Manager · Boutique (under $100M) | $16.2M | 59 | 75 | 7 | 03/18/2026 | ☆ |
| 23978 | Hg Capital Advisors, Llc CRD 114653 | Wealth Manager · Boutique (under $100M) | $16.2M | 180 | 191 | 3 | 03/03/2026 | ☆ | |
| 23979 | Kristine A. Boelte & Associates, Llc CRD 281839 | Clarksville, VA | Wealth Manager · Boutique (under $100M) | $16.2M | 149 | 216 | 1 | 09/09/2026 | ☆ |
| 23980 | Aaron Rivers CRD 146604 | Wealth Manager · Boutique (under $100M) | $16.2M | 70 | 70 | 1 | 04/21/2026 | ☆ | |
| 23981 | Wmc Capital Management, Llc CRD 329845 | Concord, NC | Wealth Manager · Boutique (under $100M) | $16.2M | 340 | 340 | 2 | 02/26/2026 | ☆ |
| 23982 | Zerba, John C CRD 155479 | Milton Freewater, OR | Wealth Manager · Boutique (under $100M) | $16.2M | 68 | 106 | 1 | 03/05/2024 | ☆ |
| 23983 | Coronado Financial Group L.L.C. CRD 132727 | Insurance-Affiliated · Boutique (under $100M) | $16.2M | 20 | 20 | 1 | 03/13/2026 | ☆ | |
| 23984 | J.C. Goodgal, Inc. CRD 128318 | Wealth Manager · Boutique (under $100M) | $16.2M | 24 | 24 | 3 | 03/30/2026 | ☆ | |
| 23985 | Riverwalk Capital Partners, Llc CRD 328320 | Chicago, IL | Private Fund Manager · Boutique (under $100M) | $16.2M | 1 | 1 | 6 | 04/17/2026 | ☆ |
| 23986 | Gadiraju, Raju CRD 131086 | Wealth Manager · Boutique (under $100M) | $16.2M | 25 | 37 | 1 | 03/20/2026 | ☆ | |
| 23987 | Bellaire Capital Management, Llc CRD 152438 | Wealth Manager · Boutique (under $100M) | $16.2M | 25 | 45 | 1 | 03/05/2026 | ☆ | |
| 23988 | Sweater Industries Llc CRD 317749 | Boulder, CO | Mutual Fund / Asset Manager · Boutique (under $100M) | $16.1M | 2 | 2 | 7 | 03/31/2026 | ☆ |
| 23989 | Cah Advisors, Llc CRD 316355 | Birmingham, AL | Institutional / Pension Advisor · Boutique (under $100M) | $16.1M | 2 | 4 | 05/06/2026 | ☆ | |
| 23990 | Rdl Capital Llc CRD 310503 | Wealth Manager · Boutique (under $100M) | $16.1M | 32 | 62 | 2 | 03/30/2026 | ☆ | |
| 23991 | Angart & Co. CRD 121394 | Beachwood, OH | Wealth Manager · Boutique (under $100M) | $16.1M | 9 | 9 | 1 | 02/04/2026 | ☆ |
| 23992 | Financial Planning Centers Of America, Inc. CRD 115643 | Arvada, CO | Insurance-Affiliated · Boutique (under $100M) | $16.1M | 42 | 42 | 1 | 01/09/2026 | ☆ |
| 23993 | Coretegic Capital, Llc CRD 291343 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $16.1M | 23 | 43 | 1 | 05/13/2026 | ☆ |
| 23994 | Hahn Financial Services, Llc CRD 141637 | Insurance-Affiliated · Boutique (under $100M) | $16.1M | 102 | 113 | 1 | 05/14/2026 | ☆ | |
| 23995 | Bedfield Asset Management, Llc CRD 142603 | Wealth Manager · Boutique (under $100M) | $16.1M | 18 | 18 | 1 | 03/25/2026 | ☆ | |
| 23996 | Forma Cashmere Llc CRD 332280 | Mutual Fund / Asset Manager · Boutique (under $100M) | $16.1M | 1 | 1 | 5 | 06/08/2026 | ☆ | |
| 23997 | Mk Investment Advisors, Llc CRD 287539 | Wealth Manager · Boutique (under $100M) | $16.1M | 7 | 20 | 1 | 02/09/2026 | ☆ | |
| 23998 | N CRD 300327 | Wealth Manager · Boutique (under $100M) | $16.1M | 57 | 57 | 7 | 02/09/2026 | ☆ | |
| 23999 | Nextgen Emp, Inc. CRD 333721 | Mutual Fund / Asset Manager · Boutique (under $100M) | $16.1M | 1 | 1 | 2 | 03/27/2026 | ☆ | |
| 24000 | Emeraldspark Investments, Llc CRD 282015 | Wealth Manager · Boutique (under $100M) | $16.1M | 52 | 88 | 1 | 01/20/2026 | ☆ |