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 |
|---|---|---|---|---|---|---|---|---|---|
| 24501 | Silver Accounting Service CRD 330484 | Wealth Manager · Boutique (under $100M) | $13.8M | 54 | 54 | 3 | 03/10/2026 | ☆ | |
| 24502 | Seek & Find Financial, Llc CRD 335231 | Chesterton, IN | Wealth Manager · Boutique (under $100M) | $13.8M | 49 | 46 | 3 | 09/02/2026 | ☆ |
| 24503 | Sylo Planning CRD 330193 | Wealth Manager · Boutique (under $100M) | $13.8M | 13 | 38 | 1 | 03/17/2026 | ☆ | |
| 24504 | Baskets Capital Llc CRD 315226 | Wealth Manager · Boutique (under $100M) | $13.8M | 48 | 55 | 1 | 09/09/2026 | ☆ | |
| 24505 | Ccf Advisors Llc CRD 141018 | Rocky River, OH | Wealth Manager · Boutique (under $100M) | $13.8M | 54 | 54 | 2 | 03/10/2026 | ☆ |
| 24506 | Abound Wealth Strategies, Llc CRD 305362 | Indianapolis, IN | Insurance-Affiliated · Boutique (under $100M) | $13.8M | 68 | 68 | 1 | 04/03/2026 | ☆ |
| 24507 | Lionheart Financial Planning, Inc. CRD 134170 | Wealth Manager · Boutique (under $100M) | $13.8M | 26 | 61 | 1 | 03/11/2026 | ☆ | |
| 24508 | Bruin Capital Allocation, Llc CRD 169035 | Cincinnati, OH | Private Fund Manager · Boutique (under $100M) | $13.8M | 1 | 1 | 2 | 02/12/2026 | ☆ |
| 24509 | Laughlin Financial Advisors CRD 301979 | Wealth Manager · Boutique (under $100M) | $13.8M | 7 | 7 | 1 | 06/03/2019 | ☆ | |
| 24510 | Jmjrg, Inc CRD 309992 | Corpus Christi, TX | Insurance-Affiliated · Boutique (under $100M) | $13.8M | 61 | 90 | 2 | 04/07/2026 | ☆ |
| 24511 | Erica Hall Wealth Advisors, Llc CRD 152984 | Southfield, MI | Insurance-Affiliated · Boutique (under $100M) | $13.8M | 95 | 123 | 4 | 05/29/2026 | ☆ |
| 24512 | Elements 5 Investment Management, Llc CRD 167731 | Wealth Manager · Boutique (under $100M) | $13.8M | 22 | 69 | 1 | 03/28/2026 | ☆ | |
| 24513 | Determined Advisors Llc CRD 319089 | Wealth Manager · Boutique (under $100M) | $13.8M | 21 | 21 | 1 | 01/12/2026 | ☆ | |
| 24514 | Landphair Wealth Management Llc CRD 283366 | Wealth Manager · Boutique (under $100M) | $13.8M | 24 | 49 | 1 | 04/06/2026 | ☆ | |
| 24515 | Alder Cove Capital, Llc CRD 170147 | Wealth Manager · Boutique (under $100M) | $13.7M | 30 | 80 | 1 | 04/17/2026 | ☆ | |
| 24516 | Polaris Wealth Management, Llc CRD 305777 | Flossmoor, IL | Insurance-Affiliated · Boutique (under $100M) | $13.7M | 163 | 156 | 5 | 05/29/2026 | ☆ |
| 24517 | Optimal Wealth Advisors, Llc CRD 149602 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $13.7M | 54 | 83 | 1 | 01/14/2026 | ☆ |
| 24518 | Garza Financial Planning, Llc CRD 321126 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $13.7M | 40 | 164 | 1 | 04/23/2026 | ☆ |
| 24519 | Webber Ellen Jean CRD 148382 | Wealth Manager · Boutique (under $100M) | $13.7M | 23 | 23 | 2 | 03/18/2026 | ☆ | |
| 24520 | Premier Wealth Advisory Services,Inc. CRD 122078 | Chesterfield, MO | Insurance-Affiliated · Boutique (under $100M) | $13.7M | 59 | 59 | 1 | 02/10/2026 | ☆ |
| 24521 | Innovative Investment Fiduciaries, Llc CRD 159814 | Moorestown, NJ | Institutional / Pension Advisor · Boutique (under $100M) | $13.7M | 4 | 3 | 03/25/2026 | ☆ | |
| 24522 | Coast Capital Management, Llc CRD 115767 | Wealth Manager · Boutique (under $100M) | $13.7M | 54 | 54 | 3 | 03/20/2026 | ☆ | |
| 24523 | Bigham Wealth Advisory Llc CRD 310958 | Chattanooga, TN | Wealth Manager · Boutique (under $100M) | $13.7M | 96 | 141 | 1 | 09/15/2026 | ☆ |
| 24524 | Central States Capital Markets, Llc CRD 155291 | Prairie Village, KS | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $13.7M | 7 | 7 | 4 | 02/19/2026 | ☆ |
| 24525 | Legacy Builders Financial, Llc CRD 289988 | Wealth Manager · Boutique (under $100M) | $13.7M | 27 | 73 | 1 | 03/16/2026 | ☆ | |
| 24526 | Larry Neil Behage CRD 155519 | Campbell, CA | Wealth Manager · Boutique (under $100M) | $13.7M | 14 | 36 | 1 | 03/02/2026 | ☆ |
| 24527 | Jw Financial Advisors, Llc CRD 143275 | Wealth Manager · Boutique (under $100M) | $13.7M | 24 | 48 | 1 | 01/26/2026 | ☆ | |
| 24528 | Rightwise Wealth, Inc. CRD 324252 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $13.7M | 37 | 78 | 4 | 09/01/2026 | ☆ |
| 24529 | Cresfund Advisors, Llc CRD 337933 | Dunwoody, GA | Wealth Manager · Boutique (under $100M) | $13.7M | 8 | 12 | 1 | 08/11/2026 | ☆ |
| 24530 | Chevron Financial Llc CRD 321794 | Insurance-Affiliated · Boutique (under $100M) | $13.7M | 24 | 66 | 1 | 03/25/2026 | ☆ | |
| 24531 | Victory Financial Services Llc CRD 291184 | Medina, OH | Wealth Manager · Boutique (under $100M) | $13.7M | 25 | 78 | 1 | 02/10/2026 | ☆ |
| 24532 | Evan Capital Llc CRD 282114 | Houston, TX | Wealth Manager · Boutique (under $100M) | $13.7M | 25 | 50 | 2 | 02/23/2026 | ☆ |
| 24533 | Lindus Advisors, Inc. CRD 114782 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $13.7M | 28 | 72 | 3 | 03/31/2026 | ☆ |
| 24534 | Fischer Advisors Llc CRD 333508 | Wealth Manager · Boutique (under $100M) | $13.6M | 17 | 33 | 1 | 03/13/2026 | ☆ | |
| 24535 | Joseph S. Duke CRD 133024 | Wealth Manager · Boutique (under $100M) | $13.6M | 63 | 63 | 1 | 03/30/2026 | ☆ | |
| 24536 | Omega Advisers, Llc. CRD 291076 | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $13.6M | 30 | 30 | 1 | 07/22/2026 | ☆ | |
| 24537 | Robert M Walker & Associates, Inc. CRD 122671 | Wealth Manager · Boutique (under $100M) | $13.6M | 9 | 14 | 2 | 04/27/2026 | ☆ | |
| 24538 | Brookwood Wealth Advisors, Llc CRD 306735 | Wealth Manager · Boutique (under $100M) | $13.6M | 61 | 65 | 1 | 03/06/2026 | ☆ | |
| 24539 | Moore Money Advisory Llc CRD 283542 | Azusa, CA | Wealth Manager · Boutique (under $100M) | $13.6M | 23 | 23 | 1 | 03/27/2026 | ☆ |
| 24540 | Defining Legacy Financial Advisors Llc CRD 299537 | Insurance-Affiliated · Boutique (under $100M) | $13.6M | 38 | 184 | 1 | 03/28/2026 | ☆ | |
| 24541 | Avidity Capital Inc. CRD 312745 | Hanford, CA | Wealth Manager · Boutique (under $100M) | $13.6M | 63 | 89 | 1 | 04/08/2026 | ☆ |
| 24542 | Randall Financial Llc CRD 325328 | Wealth Manager · Boutique (under $100M) | $13.6M | 38 | 78 | 1 | 01/23/2026 | ☆ | |
| 24543 | Finnestad, David, Del CRD 141420 | Wealth Manager · Boutique (under $100M) | $13.6M | 20 | 20 | 1 | 02/23/2026 | ☆ | |
| 24544 | Epic Wealth Management Llc CRD 305682 | Red Bank, NJ | Insurance-Affiliated · Boutique (under $100M) | $13.6M | 80 | 84 | 3 | 03/26/2026 | ☆ |
| 24545 | Moneycafe Advisors, Llc CRD 150121 | Denver, CO | Wealth Manager · Boutique (under $100M) | $13.6M | 26 | 95 | 1 | 03/17/2026 | ☆ |
| 24546 | Coalson Financial Services, Llc CRD 148603 | Las Cruces, NM | Wealth Manager · Boutique (under $100M) | $13.6M | 21 | 56 | 1 | 03/12/2026 | ☆ |
| 24547 | Honeytree Investment Management Ltd. CRD 313415 | Mutual Fund / Asset Manager · Boutique (under $100M) | $13.6M | 12 | 12 | 3 | 11/11/2025 | ☆ | |
| 24548 | Adams Wealth Management Group Llc CRD 285180 | Amarillo, TX | Wealth Manager · Boutique (under $100M) | $13.6M | 29 | 65 | 1 | 02/18/2026 | ☆ |
| 24549 | Overseas Capital Management Llc CRD 318243 | Jing An District, Shanghai | Wealth Manager · Boutique (under $100M) | $13.6M | 37 | 66 | 3 | 03/30/2026 | ☆ |
| 24550 | Greenwell Capital Management, Llc CRD 285786 | Insurance-Affiliated · Boutique (under $100M) | $13.6M | 45 | 97 | 1 | 01/19/2026 | ☆ |