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 |
|---|---|---|---|---|---|---|---|---|---|
| 24701 | Knight Of California Llc CRD 284398 | Wealth Manager · Boutique (under $100M) | $12.9M | 14 | 21 | 1 | 05/11/2026 | ☆ | |
| 24702 | Ames Financial Services, Inc. CRD 137261 | Lakewood, CA | Insurance-Affiliated · Boutique (under $100M) | $12.9M | 95 | 95 | 1 | 03/30/2026 | ☆ |
| 24703 | Eighth Wonder Investments Llc CRD 310103 | Fargo, ND | Wealth Manager · Boutique (under $100M) | $12.8M | 108 | 244 | 1 | 08/05/2026 | ☆ |
| 24704 | Tilden Path Capital Llc CRD 321783 | Wealth Manager · Boutique (under $100M) | $12.8M | 13 | 25 | 1 | 09/29/2026 | ☆ | |
| 24705 | Jl Parrish Investments Inc. CRD 330948 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $12.8M | 68 | 78 | 2 | 08/05/2026 | ☆ |
| 24706 | Bespoke Financial Planning, Llc CRD 286670 | Wealth Manager · Boutique (under $100M) | $12.8M | 47 | 173 | 1 | 03/31/2026 | ☆ | |
| 24707 | Enroute Wealth Management, Llc CRD 306006 | Wealth Manager · Boutique (under $100M) | $12.8M | 12 | 31 | 1 | 03/12/2026 | ☆ | |
| 24708 | Alpha Capital Wealth Advisors, Llc CRD 328727 | Wealth Manager · Boutique (under $100M) | $12.8M | 14 | 14 | 1 | 08/19/2026 | ☆ | |
| 24709 | Tigress Financial Partners Llc CRD 154717 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $12.8M | 15 | 15 | 5 | 03/25/2026 | ☆ |
| 24710 | Anchor Financial Services, Cpa, Pa CRD 147408 | Stuart, FL | Wealth Manager · Boutique (under $100M) | $12.8M | 15 | 15 | 1 | 03/25/2026 | ☆ |
| 24711 | Your Family Matters, Llp CRD 330168 | Cordova, TN | Insurance-Affiliated · Boutique (under $100M) | $12.8M | 85 | 108 | 3 | 06/05/2026 | ☆ |
| 24712 | Financial Prescriptions, Llc CRD 172388 | Wealth Manager · Boutique (under $100M) | $12.8M | 15 | 22 | 1 | 01/22/2026 | ☆ | |
| 24713 | Evergreen Ria, Llc CRD 324526 | Wealth Manager · Boutique (under $100M) | $12.8M | 16 | 26 | 1 | 03/31/2026 | ☆ | |
| 24714 | Hynes Advisory Group Llc CRD 145731 | St Louis, MO | Insurance-Affiliated · Boutique (under $100M) | $12.8M | 86 | 168 | 2 | 05/22/2024 | ☆ |
| 24715 | Teton Crest Llc CRD 330009 | Idaho Falls, ID | Insurance-Affiliated · Boutique (under $100M) | $12.8M | 158 | 262 | 1 | 11/17/2025 | ☆ |
| 24716 | Private Wealth Advisors Inc. CRD 152073 | Boise, ID | Wealth Manager · Boutique (under $100M) | $12.8M | 51 | 76 | 1 | 04/15/2026 | ☆ |
| 24717 | Ironwood Capital Management, Llc CRD 168858 | Wealth Manager · Boutique (under $100M) | $12.8M | 44 | 55 | 1 | 02/27/2026 | ☆ | |
| 24718 | Purpose Wealth Llc CRD 328934 | Wealth Manager · Boutique (under $100M) | $12.8M | 15 | 71 | 1 | 06/02/2026 | ☆ | |
| 24719 | Savings Coach, Llc CRD 142756 | Troy, MI | Wealth Manager · Boutique (under $100M) | $12.8M | 79 | 79 | 2 | 03/27/2026 | ☆ |
| 24720 | Wolff Financial Advisors, Llc CRD 135756 | Broomfield, CO | Wealth Manager · Boutique (under $100M) | $12.8M | 16 | 57 | 1 | 05/30/2026 | ☆ |
| 24721 | Gien Capital Management Llc CRD 334607 | Wealth Manager · Boutique (under $100M) | $12.8M | 13 | 27 | 2 | 03/25/2026 | ☆ | |
| 24722 | Chessie Advisors, Llc CRD 171611 | Wealth Manager · Boutique (under $100M) | $12.8M | 18 | 40 | 1 | 03/31/2026 | ☆ | |
| 24723 | Planvesting, Llc CRD 168260 | Wealth Manager · Boutique (under $100M) | $12.8M | 5 | 16 | 1 | 07/01/2026 | ☆ | |
| 24724 | Spark Asset Management Group, Llc CRD 132154 | Statesville, NC | Wealth Manager · Boutique (under $100M) | $12.8M | 37 | 52 | 2 | 02/25/2026 | ☆ |
| 24725 | Castellan Wealth Management, Inc. CRD 143334 | Wealth Manager · Boutique (under $100M) | $12.8M | 9 | 13 | 1 | 03/23/2026 | ☆ | |
| 24726 | Page Financial Services, Llc CRD 159957 | Louisville, KY | Wealth Manager · Boutique (under $100M) | $12.8M | 13 | 1 | 09/11/2026 | ☆ | |
| 24727 | Avere Wealth Management, Llc CRD 316472 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $12.8M | 26 | 47 | 1 | 03/27/2026 | ☆ |
| 24728 | Ils Financial, Llc CRD 331725 | Omaha, NE | Wealth Manager · Boutique (under $100M) | $12.8M | 24 | 69 | 1 | 06/19/2026 | ☆ |
| 24729 | Awareness Wealth Advisors, Inc. CRD 239786 | Wealth Manager · Boutique (under $100M) | $12.8M | 29 | 1 | 03/31/2026 | ☆ | ||
| 24730 | Macino Financial, Llc CRD 299160 | Holland, OH | Wealth Manager · Boutique (under $100M) | $12.7M | 83 | 239 | 2 | 02/10/2026 | ☆ |
| 24731 | Coast Wealth Management Group, Llc CRD 335056 | Myrtle Beach, SC | Wealth Manager · Boutique (under $100M) | $12.7M | 44 | 66 | 3 | 08/27/2026 | ☆ |
| 24732 | Strategic Investments & Insurance, Llc CRD 293229 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $12.7M | 26 | 60 | 1 | 02/02/2026 | ☆ |
| 24733 | Wealth Innovation Llc CRD 321716 | Insurance-Affiliated · Boutique (under $100M) | $12.7M | 14 | 14 | 1 | 07/14/2026 | ☆ | |
| 24734 | Rkr Capital Group Llc CRD 300029 | Wealth Manager · Boutique (under $100M) | $12.7M | 21 | 23 | 1 | 03/06/2026 | ☆ | |
| 24735 | C.D. Allen Wealth Management, Llc CRD 131588 | Wealth Manager · Boutique (under $100M) | $12.7M | 5 | 5 | 1 | 08/27/2026 | ☆ | |
| 24736 | Trinvest Advisors, Llc CRD 282304 | Wealth Manager · Boutique (under $100M) | $12.7M | 31 | 38 | 1 | 01/07/2026 | ☆ | |
| 24737 | Frederick Holmes Cron CRD 111991 | Wealth Manager · Boutique (under $100M) | $12.7M | 31 | 55 | 1 | 01/20/2026 | ☆ | |
| 24738 | Pr Squared Wealth Management Llc CRD 309595 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $12.7M | 103 | 127 | 3 | 02/20/2026 | ☆ |
| 24739 | Kopey, Paul, Robert CRD 138346 | Wealth Manager · Boutique (under $100M) | $12.7M | 7 | 12 | 1 | 03/30/2026 | ☆ | |
| 24740 | All Weather Portfolio Management, Inc. CRD 116413 | Wealth Manager · Boutique (under $100M) | $12.7M | 94 | 94 | 1 | 06/05/2026 | ☆ | |
| 24741 | War Streets Capital, Llc CRD 305127 | Wealth Manager · Boutique (under $100M) | $12.7M | 23 | 72 | 1 | 04/01/2026 | ☆ | |
| 24742 | Red Rock Capital Advisors, Llc CRD 121855 | Wealth Manager · Boutique (under $100M) | $12.7M | 17 | 32 | 1 | 06/29/2026 | ☆ | |
| 24743 | Witter & Westlake Investments, Inc. CRD 134774 | Wealth Manager · Boutique (under $100M) | $12.7M | 22 | 22 | 2 | 03/31/2026 | ☆ | |
| 24744 | Contessa Capital Advisors Llc CRD 319652 | Wealth Manager · Boutique (under $100M) | $12.7M | 7 | 27 | 1 | 03/23/2026 | ☆ | |
| 24745 | Sabino Investment Management, L.L.C. CRD 114024 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $12.7M | 20 | 34 | 1 | 03/19/2026 | ☆ |
| 24746 | Globalink Wealth Management, Llc CRD 323294 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $12.7M | 45 | 47 | 8 | 05/01/2026 | ☆ |
| 24747 | Confide Financial Planning & Investments, Llc CRD 326192 | Wealth Manager · Boutique (under $100M) | $12.6M | 8 | 55 | 1 | 03/03/2026 | ☆ | |
| 24748 | Lexington Capital, Llc CRD 287930 | Wealth Manager · Boutique (under $100M) | $12.6M | 22 | 74 | 1 | 08/28/2026 | ☆ | |
| 24749 | G Legion, Llc CRD 286297 | Chicago, IL | Mutual Fund / Asset Manager · Boutique (under $100M) | $12.6M | 1 | 1 | 5 | 07/30/2026 | ☆ |
| 24750 | Vidarrow Inc. CRD 331441 | Arlington Heights, IL | Wealth Manager · Boutique (under $100M) | $12.6M | 17 | 68 | 1 | 04/14/2026 | ☆ |