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 |
|---|---|---|---|---|---|---|---|---|---|
| 24251 | Webb,Darvon James CRD 118733 | Insurance-Affiliated · Boutique (under $100M) | $15.0M | 100 | 100 | 1 | 02/25/2026 | ☆ | |
| 24252 | Focal Point Financial Group, Llc CRD 304505 | Prairie Village, KS | Wealth Manager · Boutique (under $100M) | $15.0M | 68 | 83 | 1 | 02/20/2026 | ☆ |
| 24253 | Armor Wealth Strategies, Llc CRD 330730 | Farmington Hills, MI | Wealth Manager · Boutique (under $100M) | $15.0M | 62 | 69 | 2 | 02/26/2026 | ☆ |
| 24254 | Swartz Advisory Llc CRD 298154 | Wealth Manager · Boutique (under $100M) | $15.0M | 3 | 3 | 1 | 02/23/2026 | ☆ | |
| 24255 | Switzky, Stephen Baker CRD 174445 | Wealth Manager · Boutique (under $100M) | $15.0M | 6 | 7 | 1 | 04/13/2022 | ☆ | |
| 24256 | R5 Capital, Llc CRD 169098 | Wealth Manager · Boutique (under $100M) | $15.0M | 30 | 56 | 1 | 03/25/2026 | ☆ | |
| 24257 | Elevation Haven Financial Llc CRD 315822 | Wealth Manager · Boutique (under $100M) | $15.0M | 14 | 43 | 1 | 03/31/2026 | ☆ | |
| 24258 | Newage Advisors Llc CRD 226514 | Lansing, MI | Wealth Manager · Boutique (under $100M) | $15.0M | 16 | 51 | 1 | 02/23/2026 | ☆ |
| 24259 | Frontier Financial Planning, Llc CRD 291824 | Wealth Manager · Boutique (under $100M) | $15.0M | 23 | 75 | 1 | 02/05/2026 | ☆ | |
| 24260 | Fendz Asset Management, Inc. CRD 144629 | Coral Gables, FL | Insurance-Affiliated · Boutique (under $100M) | $15.0M | 76 | 119 | 2 | 03/26/2026 | ☆ |
| 24261 | Spring Delta Asset Management, Llc CRD 307539 | New York, NY | Wealth Manager · Boutique (under $100M) | $14.9M | 56 | 95 | 1 | 09/24/2026 | ☆ |
| 24262 | Lgm Capital Management Llc CRD 283872 | Phoenix, AZ | Mutual Fund / Asset Manager · Boutique (under $100M) | $14.9M | 1 | 1 | 2 | 03/25/2026 | ☆ |
| 24263 | Ivan Capital Management, Inc. CRD 114133 | Wealth Manager · Boutique (under $100M) | $14.9M | 9 | 9 | 1 | 07/24/2026 | ☆ | |
| 24264 | Sentinel Investment Planning, Llc CRD 283903 | Wealth Manager · Boutique (under $100M) | $14.9M | 3 | 4 | 1 | 06/24/2026 | ☆ | |
| 24265 | Valor Wealth Management Llc CRD 285936 | Wealth Manager · Boutique (under $100M) | $14.9M | 40 | 40 | 1 | 03/30/2026 | ☆ | |
| 24266 | Lazarow Wealth Management, Llc CRD 286172 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $14.9M | 43 | 85 | 1 | 03/26/2026 | ☆ |
| 24267 | Pacific Landfall Llc CRD 285135 | Wealth Manager · Boutique (under $100M) | $14.9M | 125 | 125 | 2 | 02/26/2026 | ☆ | |
| 24268 | Bluering Advisors, Inc CRD 316034 | Wealth Manager · Boutique (under $100M) | $14.9M | 31 | 31 | 2 | 03/12/2026 | ☆ | |
| 24269 | Class Vi Ventures, Llc CRD 328904 | Denver, CO | Private Fund Manager · Boutique (under $100M) | $14.9M | 1 | 1 | 3 | 03/03/2026 | ☆ |
| 24270 | Bfa Wealth Management, Llc CRD 241793 | Wealth Manager · Boutique (under $100M) | $14.9M | 29 | 57 | 1 | 09/10/2026 | ☆ | |
| 24271 | Elle Investment Group Llc CRD 310082 | Greensburg, PA | Wealth Manager · Boutique (under $100M) | $14.9M | 80 | 100 | 1 | 03/31/2026 | ☆ |
| 24272 | Ross, David Lloyd CRD 157627 | Insurance-Affiliated · Boutique (under $100M) | $14.9M | 80 | 80 | 2 | 02/27/2026 | ☆ | |
| 24273 | Vinkemulder Financial L.L.C. CRD 122805 | Wealth Manager · Boutique (under $100M) | $14.9M | 22 | 1 | 11/18/2024 | ☆ | ||
| 24274 | Global Special Situations Research Co. Inc. CRD 174812 | New York, NY | Wealth Manager · Boutique (under $100M) | $14.9M | 7 | 7 | 1 | 03/26/2026 | ☆ |
| 24275 | Beanstox Inc. CRD 291957 | Montreal, Quebec | Wealth Manager · Boutique (under $100M) | $14.9M | 10,048 | 20,295 | 7 | 08/06/2026 | ☆ |
| 24276 | A5 Financial Llc CRD 334313 | Bothell, WA | Wealth Manager · Boutique (under $100M) | $14.9M | 16 | 31 | 2 | 09/22/2026 | ☆ |
| 24277 | Grimaldi Investment Services, Llc CRD 121646 | Wealth Manager · Boutique (under $100M) | $14.8M | 22 | 22 | 1 | 02/05/2026 | ☆ | |
| 24278 | Sweetgum Laboratories Llc CRD 304783 | Wealth Manager · Boutique (under $100M) | $14.8M | 73 | 124 | 1 | 01/14/2026 | ☆ | |
| 24279 | Estee Advisors Llc CRD 317094 | Short Hills, NJ | Private Fund Manager · Boutique (under $100M) | $14.8M | 3 | 3 | 3 | 06/28/2026 | ☆ |
| 24280 | 80 Rods Advisors Llc CRD 332877 | Wealth Manager · Boutique (under $100M) | $14.8M | 34 | 1 | 03/23/2026 | ☆ | ||
| 24281 | Melberth Enterprises Llc CRD 309657 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $14.8M | 48 | 93 | 1 | 03/05/2026 | ☆ |
| 24282 | Fhwv Financial Llc CRD 146046 | Los Alamitos, CA | Institutional / Pension Advisor · Boutique (under $100M) | $14.8M | 27 | 27 | 4 | 02/27/2026 | ☆ |
| 24283 | Fiduciary Organization, Llc CRD 325661 | Greenville, SC | Wealth Manager · Boutique (under $100M) | $14.8M | 79 | 161 | 3 | 08/14/2026 | ☆ |
| 24284 | John Nuckel Llc CRD 309253 | Wealth Manager · Boutique (under $100M) | $14.8M | 6 | 3 | 1 | 03/07/2025 | ☆ | |
| 24285 | Azalea Wealth Management Llc CRD 307567 | Wealth Manager · Boutique (under $100M) | $14.8M | 35 | 75 | 1 | 10/14/2025 | ☆ | |
| 24286 | Freedom Financial & Business Planning, Llc CRD 151833 | Wealth Manager · Boutique (under $100M) | $14.8M | 32 | 16 | 1 | 07/07/2026 | ☆ | |
| 24287 | Cheng Wealth Management Llc CRD 170190 | Wealth Manager · Boutique (under $100M) | $14.8M | 16 | 69 | 1 | 03/30/2026 | ☆ | |
| 24288 | Artais Capital Management, Llc CRD 148331 | Wealth Manager · Boutique (under $100M) | $14.8M | 42 | 47 | 1 | 03/30/2026 | ☆ | |
| 24289 | Life Advisors Financial Planning And Wealth Management, Llc CRD 148573 | Munfordville, KY | Wealth Manager · Boutique (under $100M) | $14.8M | 88 | 216 | 2 | 03/24/2026 | ☆ |
| 24290 | The Stewardship Solution, Llc CRD 282050 | Wealth Manager · Boutique (under $100M) | $14.8M | 71 | 199 | 1 | 07/22/2026 | ☆ | |
| 24291 | Life Unlocked Partners Llc CRD 318642 | Wealth Manager · Boutique (under $100M) | $14.8M | 39 | 59 | 3 | 02/02/2026 | ☆ | |
| 24292 | Tidewater 3826, Inc. CRD 155014 | Wealth Manager · Boutique (under $100M) | $14.8M | 11 | 17 | 1 | 03/23/2026 | ☆ | |
| 24293 | Le Capital Management Llc CRD 328261 | Wealth Manager · Boutique (under $100M) | $14.8M | 5 | 11 | 1 | 03/30/2026 | ☆ | |
| 24294 | Talley Financial, Inc CRD 117053 | Insurance-Affiliated · Boutique (under $100M) | $14.8M | 105 | 105 | 2 | 09/30/2026 | ☆ | |
| 24295 | Catherine Dee Ryan CRD 143327 | Wealth Manager · Boutique (under $100M) | $14.8M | 14 | 14 | 1 | 03/13/2026 | ☆ | |
| 24296 | Blue Cypress Wealth Management, Llc CRD 304657 | Wealth Manager · Boutique (under $100M) | $14.8M | 60 | 140 | 2 | 03/18/2026 | ☆ | |
| 24297 | Burge Financial, Inc. CRD 172552 | Sacramento, CA | Insurance-Affiliated · Boutique (under $100M) | $14.8M | 67 | 145 | 1 | 02/18/2026 | ☆ |
| 24298 | Collins, Francis E. CRD 130151 | Northampton, MA | Wealth Manager · Boutique (under $100M) | $14.7M | 34 | 36 | 0 | 03/29/2024 | ☆ |
| 24299 | The Other 90 Financial, Llc CRD 323952 | Wealth Manager · Boutique (under $100M) | $14.7M | 18 | 74 | 1 | 03/31/2026 | ☆ | |
| 24300 | Abw, Llc CRD 309104 | Wealth Manager · Boutique (under $100M) | $14.7M | 72 | 72 | 2 | 08/12/2026 | ☆ |