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 |
|---|---|---|---|---|---|---|---|---|---|
| 24251 | Tuggle & Russell, L.L.C. CRD 124177 | Richardson, TX | Wealth Manager · Boutique (under $100M) | $14.4M | 41 | 106 | 1 | 03/04/2026 | ☆ |
| 24252 | Latticework Capital, Llc CRD 171043 | Private Fund Manager · Boutique (under $100M) | $14.4M | 1 | 1 | 1 | 03/10/2026 | ☆ | |
| 24253 | Shannon Investment Management Llc CRD 174100 | Wealth Manager · Boutique (under $100M) | $14.4M | 15 | 23 | 1 | 03/16/2026 | ☆ | |
| 24254 | Msm Financial, Llc CRD 298606 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $14.4M | 16 | 31 | 1 | 03/16/2026 | ☆ |
| 24255 | Fwg Investment Management, Llc CRD 322394 | Winter Park, FL | Private Fund Manager · Boutique (under $100M) | $14.4M | 1 | 1 | 2 | 03/30/2026 | ☆ |
| 24256 | Vision Casting Financial Planning, Llc CRD 313535 | Spokane, WA | Wealth Manager · Boutique (under $100M) | $14.4M | 22 | 129 | 1 | 07/10/2026 | ☆ |
| 24257 | The Focus Group Advisors, Llc CRD 117845 | Wealth Manager · Boutique (under $100M) | $14.4M | 34 | 46 | 1 | 03/20/2026 | ☆ | |
| 24258 | Mountain Flower Investments & Planning, Llc CRD 305469 | Wealth Manager · Boutique (under $100M) | $14.4M | 16 | 58 | 0 | 04/29/2026 | ☆ | |
| 24259 | Gorham Wealth Management, Llc CRD 159606 | Golden, CO | Wealth Manager · Boutique (under $100M) | $14.4M | 20 | 25 | 1 | 03/24/2026 | ☆ |
| 24260 | Proverbi Capital Advisors, Llc CRD 316555 | Melbourne, FL | Wealth Manager · Boutique (under $100M) | $14.4M | 110 | 148 | 5 | 06/30/2026 | ☆ |
| 24261 | Todorow Capital Partners Llc CRD 314551 | Wealth Manager · Boutique (under $100M) | $14.4M | 14 | 21 | 1 | 02/26/2026 | ☆ | |
| 24262 | Three Main Points Llc CRD 325191 | Wealth Manager · Boutique (under $100M) | $14.4M | 28 | 48 | 1 | 06/12/2026 | ☆ | |
| 24263 | Collins Advisors Fund Management, Llc CRD 318753 | Wealth Manager · Boutique (under $100M) | $14.4M | 20 | 21 | 1 | 01/21/2026 | ☆ | |
| 24264 | Access Financial Planning, Llc CRD 291360 | Newburyport, MA | Wealth Manager · Boutique (under $100M) | $14.4M | 7 | 19 | 1 | 03/25/2026 | ☆ |
| 24265 | Fortress Capital Advisors Llc CRD 323182 | Wealth Manager · Boutique (under $100M) | $14.4M | 18 | 62 | 1 | 02/13/2026 | ☆ | |
| 24266 | Vanterra Capital Gp, Llc CRD 291468 | New York, NY | Private Fund Manager · Boutique (under $100M) | $14.4M | 3 | 3 | 1 | 03/24/2026 | ☆ |
| 24267 | Capital Advisors Wealth Management, Llc CRD 157460 | Wealth Manager · Boutique (under $100M) | $14.4M | 57 | 87 | 2 | 04/12/2026 | ☆ | |
| 24268 | Networth Literacy, Inc CRD 326911 | Mexico City | Wealth Manager · Boutique (under $100M) | $14.4M | 220 | 220 | 2 | 01/08/2026 | ☆ |
| 24269 | Simaris, Llc CRD 300386 | Wealth Manager · Boutique (under $100M) | $14.4M | 17 | 76 | 1 | 03/05/2026 | ☆ | |
| 24270 | William Murray Ruffell CRD 134169 | Wealth Manager · Boutique (under $100M) | $14.4M | 9 | 41 | 1 | 05/05/2026 | ☆ | |
| 24271 | Mayflower Capital Llc CRD 170500 | Insurance-Affiliated · Boutique (under $100M) | $14.3M | 32 | 34 | 1 | 03/29/2023 | ☆ | |
| 24272 | Different Investments, Llc CRD 301962 | Ashburn, VA | Wealth Manager · Boutique (under $100M) | $14.3M | 32 | 70 | 1 | 01/29/2026 | ☆ |
| 24273 | Philipp Capital Advisors Llc CRD 332817 | Wealth Manager · Boutique (under $100M) | $14.3M | 7 | 20 | 1 | 08/03/2026 | ☆ | |
| 24274 | Flegal Financial Planning Llc CRD 332810 | Wealth Manager · Boutique (under $100M) | $14.3M | 16 | 43 | 1 | 02/05/2026 | ☆ | |
| 24275 | Norton Barkley Asset Management,Llc CRD 113977 | Wealth Manager · Boutique (under $100M) | $14.3M | 9 | 24 | 1 | 03/24/2026 | ☆ | |
| 24276 | Blue Slate Investment Management, Llc CRD 332847 | Burlington, VT | Wealth Manager · Boutique (under $100M) | $14.3M | 23 | 50 | 1 | 06/16/2026 | ☆ |
| 24277 | Fqi Capital Management Llc CRD 298931 | Wealth Manager · Boutique (under $100M) | $14.3M | 78 | 117 | 2 | 03/16/2026 | ☆ | |
| 24278 | 10 X10 Y Llc CRD 315871 | Wealth Manager · Boutique (under $100M) | $14.3M | 7 | 12 | 1 | 01/06/2026 | ☆ | |
| 24279 | Sagewater Wealth Management Llc CRD 332662 | Beverly Hills, CA | Wealth Manager · Boutique (under $100M) | $14.3M | 10 | 13 | 2 | 05/18/2026 | ☆ |
| 24280 | Miller, Michael Jon CRD 132444 | Wealth Manager · Boutique (under $100M) | $14.3M | 42 | 54 | 1 | 06/17/2026 | ☆ | |
| 24281 | Tranquil Asset Management Llc CRD 332804 | Wealth Manager · Boutique (under $100M) | $14.3M | 5 | 17 | 1 | 03/13/2026 | ☆ | |
| 24282 | Starkel Wealth Advisors, Llc CRD 326311 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $14.3M | 99 | 162 | 1 | 04/16/2026 | ☆ |
| 24283 | Einstok Wealth Management Llc CRD 326527 | Wealth Manager · Boutique (under $100M) | $14.3M | 41 | 70 | 1 | 04/17/2026 | ☆ | |
| 24284 | Melchior Investments Llc CRD 168543 | Wealth Manager · Boutique (under $100M) | $14.3M | 10 | 10 | 1 | 08/21/2025 | ☆ | |
| 24285 | Gd Investment Advisers Llc CRD 173953 | Wealth Manager · Boutique (under $100M) | $14.3M | 8 | 7 | 1 | 03/19/2026 | ☆ | |
| 24286 | Wisdom Investment Strategies, Llc CRD 284236 | Wealth Manager · Boutique (under $100M) | $14.3M | 13 | 30 | 2 | 03/27/2026 | ☆ | |
| 24287 | Wilson Investment Services, Llc CRD 171157 | Wealth Manager · Boutique (under $100M) | $14.3M | 28 | 43 | 1 | 02/23/2026 | ☆ | |
| 24288 | Hood Financial, Llc CRD 301471 | Insurance-Affiliated · Boutique (under $100M) | $14.3M | 44 | 62 | 2 | 03/24/2026 | ☆ | |
| 24289 | Aegis Investment Management, Llc CRD 300985 | Red Wing, MN | Insurance-Affiliated · Boutique (under $100M) | $14.3M | 26 | 55 | 1 | 03/16/2026 | ☆ |
| 24290 | Ginkgo Global Limited CRD 286631 | Shanghai | Private Fund Manager · Boutique (under $100M) | $14.3M | 2 | 2 | 10 | 03/16/2026 | ☆ |
| 24291 | Lexington Financial Advisors, Llc CRD 289164 | Lexington, KY | Wealth Manager · Boutique (under $100M) | $14.3M | 217 | 266 | 3 | 03/19/2026 | ☆ |
| 24292 | Gs Global Advisory, Llc CRD 331335 | Wealth Manager · Boutique (under $100M) | $14.3M | 61 | 61 | 1 | 07/10/2026 | ☆ | |
| 24293 | Lifetime Financial Advisors, Llc CRD 134561 | Wooster, OH | Wealth Manager · Boutique (under $100M) | $14.3M | 20 | 2 | 01/27/2026 | ☆ | |
| 24294 | Gault, Barbara Stewart CRD 128433 | Wealth Manager · Boutique (under $100M) | $14.2M | 13 | 33 | 1 | 03/30/2026 | ☆ | |
| 24295 | Texas Registered Financial Consultants, Pllc CRD 160090 | Beaumont, TX | Wealth Manager · Boutique (under $100M) | $14.2M | 122 | 122 | 3 | 07/24/2026 | ☆ |
| 24296 | Private Wealth Group, Llc CRD 328326 | Wealth Manager · Boutique (under $100M) | $14.2M | 79 | 168 | 1 | 04/30/2026 | ☆ | |
| 24297 | Holistic Finance Llc CRD 335108 | Insurance-Affiliated · Boutique (under $100M) | $14.2M | 265 | 693 | 4 | 07/24/2026 | ☆ | |
| 24298 | Stag Rock Llc CRD 300202 | Wealth Manager · Boutique (under $100M) | $14.2M | 26 | 63 | 1 | 04/16/2026 | ☆ | |
| 24299 | Oregon Financial Products & Services, Llc CRD 155852 | Portland, OR | Insurance-Affiliated · Boutique (under $100M) | $14.2M | 75 | 75 | 1 | 08/01/2025 | ☆ |
| 24300 | Klahanie Investment Llc CRD 293070 | Private Fund Manager · Boutique (under $100M) | $14.2M | 16 | 19 | 1 | 05/01/2026 | ☆ |