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 |
|---|---|---|---|---|---|---|---|---|---|
| 24001 | S Conway Consulting, Llc CRD 305970 | Wealth Manager · Boutique (under $100M) | $16.1M | 47 | 88 | 1 | 03/24/2026 | ☆ | |
| 24002 | Hunley Wealth Management Llc CRD 331504 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $16.1M | 44 | 44 | 3 | 09/09/2026 | ☆ |
| 24003 | Safe Harbor Capital Management Llc CRD 164702 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $16.1M | 38 | 66 | 1 | 06/01/2026 | ☆ |
| 24004 | Blue Infinitas Capital, Llc CRD 329245 | Miami, FL | Wealth Manager · Boutique (under $100M) | $16.0M | 11 | 14 | 1 | 06/04/2026 | ☆ |
| 24005 | Tilden Capital Management, Llc CRD 154988 | Wealth Manager · Boutique (under $100M) | $16.0M | 10 | 40 | 1 | 04/09/2026 | ☆ | |
| 24006 | Real Agency Wealth Llc CRD 337219 | Wealth Manager · Boutique (under $100M) | $16.0M | 20 | 67 | 1 | 05/19/2026 | ☆ | |
| 24007 | Reset Financial Planning Llc CRD 324322 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $16.0M | 8 | 18 | 1 | 08/24/2026 | ☆ |
| 24008 | Kanu Asset Management, Llc CRD 168070 | Cincinnati, OH | Insurance-Affiliated · Boutique (under $100M) | $16.0M | 111 | 367 | 4 | 03/19/2026 | ☆ |
| 24009 | Northern California Fiduciary Advisors, Llc CRD 330908 | Wealth Manager · Boutique (under $100M) | $16.0M | 21 | 46 | 1 | 03/30/2026 | ☆ | |
| 24010 | Aperture Advisors Llc CRD 327627 | Wealth Manager · Boutique (under $100M) | $16.0M | 5 | 5 | 2 | 08/25/2026 | ☆ | |
| 24011 | Argenta Capital Management, Llc CRD 173130 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $16.0M | 54 | 56 | 2 | 03/31/2026 | ☆ |
| 24012 | Balser Wealth Management Llc CRD 135788 | Wealth Manager · Boutique (under $100M) | $16.0M | 44 | 46 | 1 | 05/08/2026 | ☆ | |
| 24013 | Fortross Capital Management, Llc CRD 128064 | Monrovia, CA | Investment Adviser · Boutique (under $100M) | $16.0M | 6 | 6 | 1 | 03/31/2026 | ☆ |
| 24014 | Green Turtle Capital Management, Llc CRD 160431 | New Orleans, LA | Private Fund Manager · Boutique (under $100M) | $16.0M | 1 | 1 | 4 | 02/27/2026 | ☆ |
| 24015 | Ivy Advisors, Llc CRD 145461 | Wealth Manager · Boutique (under $100M) | $16.0M | 2 | 2 | 1 | 06/23/2026 | ☆ | |
| 24016 | Jackson Private Wealth Management, Inc. CRD 164880 | Cocoa, FL | Insurance-Affiliated · Boutique (under $100M) | $16.0M | 46 | 90 | 2 | 09/10/2026 | ☆ |
| 24017 | Keitz Investment Management Ltd. CRD 123770 | Ambler, PA | Wealth Manager · Boutique (under $100M) | $16.0M | 49 | 49 | 2 | 02/27/2026 | ☆ |
| 24018 | L. Jackson Taylor CRD 155793 | Wealth Manager · Boutique (under $100M) | $16.0M | 110 | 130 | 1 | 03/07/2026 | ☆ | |
| 24019 | Larrea Wealth Management CRD 129649 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $16.0M | 51 | 51 | 1 | 03/30/2026 | ☆ |
| 24020 | Leep Asset Management, Llc CRD 321685 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $16.0M | 35 | 35 | 1 | 01/27/2026 | ☆ |
| 24021 | Northstar Investment Partners, Llc CRD 127432 | Alpharetta, GA | Wealth Manager · Boutique (under $100M) | $16.0M | 50 | 50 | 1 | 04/24/2025 | ☆ |
| 24022 | Sw Advisors, Llc CRD 306940 | Royal Oak, MI | Wealth Manager · Boutique (under $100M) | $16.0M | 63 | 90 | 1 | 02/03/2026 | ☆ |
| 24023 | Van Rensselaer Management Llc CRD 145161 | Wealth Manager · Boutique (under $100M) | $16.0M | 4 | 1 | 05/28/2023 | ☆ | ||
| 24024 | Wealthx Advisors Llc CRD 337472 | Wealth Manager · Boutique (under $100M) | $16.0M | 37 | 33 | 2 | 04/22/2026 | ☆ | |
| 24025 | Walla Walla Wealth Advisors, Llc CRD 335162 | Walla Walla, WA | Wealth Manager · Boutique (under $100M) | $16.0M | 7 | 27 | 2 | 07/24/2026 | ☆ |
| 24026 | Mkg Financial Group, Inc. CRD 104214 | Portland, OR | Wealth Manager · Boutique (under $100M) | $16.0M | 65 | 101 | 2 | 04/30/2026 | ☆ |
| 24027 | Spring City Partners, Llc CRD 297361 | Wealth Manager · Boutique (under $100M) | $16.0M | 40 | 126 | 1 | 03/30/2026 | ☆ | |
| 24028 | Hunter Value Capital, Llc CRD 298289 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $16.0M | 11 | 22 | 1 | 04/06/2026 | ☆ |
| 24029 | Wayne Financial Llc CRD 335480 | Insurance-Affiliated · Boutique (under $100M) | $16.0M | 16 | 59 | 2 | 05/19/2026 | ☆ | |
| 24030 | Barac Capital Management, Llc CRD 166442 | Austin, TX | Wealth Manager · Boutique (under $100M) | $15.9M | 15 | 21 | 1 | 03/26/2026 | ☆ |
| 24031 | Boz & Company Llc CRD 167851 | Lake Oswego, OR | Wealth Manager · Boutique (under $100M) | $15.9M | 40 | 116 | 1 | 03/31/2026 | ☆ |
| 24032 | Reatherford Wealth Management Llc CRD 318975 | Peoria, IL | Insurance-Affiliated · Boutique (under $100M) | $15.9M | 69 | 192 | 1 | 03/31/2026 | ☆ |
| 24033 | Cottonwood Asset Management Llc CRD 153036 | Salt Lake City, UT | Wealth Manager · Boutique (under $100M) | $15.9M | 37 | 67 | 3 | 04/02/2026 | ☆ |
| 24034 | Wave Wealth Planning, Llc CRD 312185 | Wealth Manager · Boutique (under $100M) | $15.9M | 57 | 197 | 1 | 04/26/2026 | ☆ | |
| 24035 | Edwin Lane Financial Services, Llc CRD 307035 | Wealth Manager · Boutique (under $100M) | $15.9M | 10 | 16 | 2 | 02/16/2026 | ☆ | |
| 24036 | Favrile Financial Llc CRD 290620 | Wealth Manager · Boutique (under $100M) | $15.9M | 13 | 45 | 1 | 03/23/2026 | ☆ | |
| 24037 | Kirchner Financial Group Llc CRD 324260 | Wealth Manager · Boutique (under $100M) | $15.9M | 29 | 42 | 1 | 03/24/2026 | ☆ | |
| 24038 | Ocotillo Wealth Management Llc CRD 288438 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $15.9M | 38 | 42 | 2 | 02/04/2026 | ☆ |
| 24039 | Thinkplansave, Llc CRD 284754 | Wealth Manager · Boutique (under $100M) | $15.9M | 9 | 22 | 1 | 01/27/2026 | ☆ | |
| 24040 | Summit Private Wealth, Llc CRD 301688 | Wealth Manager · Boutique (under $100M) | $15.9M | 27 | 71 | 1 | 03/06/2026 | ☆ | |
| 24041 | North Coast Asset Management, Inc. CRD 119226 | Windsor, CA | Wealth Manager · Boutique (under $100M) | $15.9M | 21 | 18 | 3 | 03/03/2026 | ☆ |
| 24042 | Putman Capital Management, Inc. CRD 135995 | Torrance, CA | Wealth Manager · Boutique (under $100M) | $15.9M | 22 | 38 | 2 | 08/05/2026 | ☆ |
| 24043 | N CRD 322470 | Private Fund Manager · Boutique (under $100M) | $15.9M | 1 | 1 | 6 | 03/07/2025 | ☆ | |
| 24044 | Assetfusion, Llc CRD 332755 | Wealth Manager · Boutique (under $100M) | $15.9M | 26 | 26 | 2 | 01/07/2026 | ☆ | |
| 24045 | Cooper Norman Wealth, Llc CRD 337275 | Idaho Falls, ID | Wealth Manager · Boutique (under $100M) | $15.9M | 23 | 43 | 4 | 09/11/2026 | ☆ |
| 24046 | A To Z Asset Advisors, Llc CRD 146146 | Wealth Manager · Boutique (under $100M) | $15.9M | 48 | 142 | 1 | 03/23/2026 | ☆ | |
| 24047 | Traction Wealth Management, Llc CRD 332263 | Wealth Manager · Boutique (under $100M) | $15.9M | 68 | 201 | 1 | 01/06/2026 | ☆ | |
| 24048 | Highgate Financial Partners Llc CRD 317963 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $15.9M | 26 | 26 | 1 | 03/27/2026 | ☆ |
| 24049 | Fyvie Financial Llc CRD 309375 | Wealth Manager · Boutique (under $100M) | $15.9M | 77 | 141 | 3 | 03/31/2026 | ☆ | |
| 24050 | Capital Assets Investment Management Inc CRD 108215 | Wealth Manager · Boutique (under $100M) | $15.9M | 9 | 10 | 1 | 09/01/2026 | ☆ |