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 |
|---|---|---|---|---|---|---|---|---|---|
| 24801 | The Jamison Edward Group, Llc CRD 305820 | Kearney, MO | Insurance-Affiliated · Boutique (under $100M) | $12.4M | 71 | 94 | 3 | 09/12/2025 | ☆ |
| 24802 | Kollar Wealth Advisors, Llc CRD 152243 | Northbrook, IL | Insurance-Affiliated · Boutique (under $100M) | $12.4M | 40 | 80 | 1 | 02/04/2026 | ☆ |
| 24803 | Marathon Wealth Incorporated CRD 292973 | Wealth Manager · Boutique (under $100M) | $12.4M | 53 | 75 | 1 | 03/30/2026 | ☆ | |
| 24804 | Blue Room Investment Advisors Llc CRD 320891 | Denver, CO | Wealth Manager · Boutique (under $100M) | $12.4M | 1 | 2 | 4 | 06/23/2026 | ☆ |
| 24805 | Upstate Financial Planning, Llc CRD 321092 | Wealth Manager · Boutique (under $100M) | $12.4M | 33 | 33 | 1 | 02/16/2026 | ☆ | |
| 24806 | Stone Legacy Capital Llc CRD 334218 | Raleigh, NC | Wealth Manager · Boutique (under $100M) | $12.4M | 73 | 73 | 3 | 09/21/2026 | ☆ |
| 24807 | Honorable Financial Services, Llc CRD 296826 | Wealth Manager · Boutique (under $100M) | $12.4M | 37 | 37 | 1 | 03/24/2026 | ☆ | |
| 24808 | Thomas Capital Management, Llc CRD 113830 | Wealth Manager · Boutique (under $100M) | $12.4M | 18 | 32 | 1 | 03/20/2026 | ☆ | |
| 24809 | Consonance Wealth Management, Llc CRD 285027 | Los Gatos, CA | Wealth Manager · Boutique (under $100M) | $12.4M | 5 | 20 | 1 | 02/26/2026 | ☆ |
| 24810 | Mvk Financial Planning, Llc CRD 159689 | Wealth Manager · Boutique (under $100M) | $12.4M | 22 | 71 | 1 | 09/08/2026 | ☆ | |
| 24811 | Digiovanni Financial Group, Llc CRD 134973 | Wealth Manager · Boutique (under $100M) | $12.4M | 13 | 13 | 1 | 03/30/2026 | ☆ | |
| 24812 | Greyhawk Advisors Llc CRD 284989 | Wealth Manager · Boutique (under $100M) | $12.4M | 3 | 1 | 05/08/2019 | ☆ | ||
| 24813 | High Knoll Wealth Advisors, Llc CRD 300412 | Lexington, KY | Wealth Manager · Boutique (under $100M) | $12.4M | 44 | 128 | 3 | 03/29/2026 | ☆ |
| 24814 | Grass Capital Llc CRD 307853 | Houston, TX | Private Fund Manager · Boutique (under $100M) | $12.4M | 19 | 19 | 1 | 03/18/2026 | ☆ |
| 24815 | Kisco Capital, Llc CRD 226621 | Wealth Manager · Boutique (under $100M) | $12.4M | 20 | 39 | 1 | 01/29/2026 | ☆ | |
| 24816 | Rockwealth Financial Llc CRD 329798 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $12.4M | 9 | 1 | 05/07/2026 | ☆ | |
| 24817 | Brannen & Lyle Investment Company CRD 125308 | Bainbridge, GA | Wealth Manager · Boutique (under $100M) | $12.4M | 22 | 28 | 3 | 02/27/2026 | ☆ |
| 24818 | First Light Investment Advisors Llc CRD 318596 | Wealth Manager · Boutique (under $100M) | $12.4M | 41 | 74 | 3 | 02/11/2026 | ☆ | |
| 24819 | Ml Wealth Llc CRD 289521 | New York, NY | Wealth Manager · Boutique (under $100M) | $12.4M | 732,776 | 738,184 | 13 | 03/30/2026 | ☆ |
| 24820 | Global Impact Wealth Management Llc CRD 326638 | Wealth Manager · Boutique (under $100M) | $12.4M | 79 | 79 | 1 | 04/14/2026 | ☆ | |
| 24821 | Safe Landing Financial Llc CRD 297835 | Round Rock, TX | Wealth Manager · Boutique (under $100M) | $12.4M | 15 | 50 | 1 | 10/01/2026 | ☆ |
| 24822 | Family Tree Wealth Advisors, Llc CRD 157777 | Mt Juliet, TN | Wealth Manager · Boutique (under $100M) | $12.4M | 24 | 63 | 1 | 03/11/2026 | ☆ |
| 24823 | Sjostrom Financial Planning Inc. CRD 123607 | Insurance-Affiliated · Boutique (under $100M) | $12.4M | 42 | 42 | 0 | 01/12/2018 | ☆ | |
| 24824 | Withers Wealth Advisory Llc CRD 328017 | Wealth Manager · Boutique (under $100M) | $12.3M | 77 | 186 | 1 | 09/08/2026 | ☆ | |
| 24825 | Creativevest Inc CRD 323784 | Wealth Manager · Boutique (under $100M) | $12.3M | 17 | 46 | 1 | 09/29/2026 | ☆ | |
| 24826 | R L Capital, Llc CRD 132435 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $12.3M | 14 | 19 | 1 | 02/04/2026 | ☆ |
| 24827 | Brenneman Investment Adviser, Llc CRD 132319 | Wealth Manager · Boutique (under $100M) | $12.3M | 42 | 83 | 1 | 03/27/2025 | ☆ | |
| 24828 | 369 Financial Llc CRD 307530 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $12.3M | 69 | 114 | 1 | 08/05/2026 | ☆ |
| 24829 | Rb Investment Management Inc. CRD 318967 | Wealth Manager · Boutique (under $100M) | $12.3M | 24 | 53 | 1 | 03/25/2026 | ☆ | |
| 24830 | Encore Wealth Advisors, Llc CRD 115336 | Wealth Manager · Boutique (under $100M) | $12.3M | 5 | 29 | 1 | 02/15/2026 | ☆ | |
| 24831 | Master Plan Wealth Management, L.L.C. CRD 153740 | Wealth Manager · Boutique (under $100M) | $12.3M | 12 | 12 | 1 | 03/30/2026 | ☆ | |
| 24832 | Parks Investment Management, Llc CRD 323600 | Bristol, VA | Wealth Manager · Boutique (under $100M) | $12.3M | 11 | 21 | 1 | 01/27/2026 | ☆ |
| 24833 | Thrive Investments, Llc CRD 321608 | Wealth Manager · Boutique (under $100M) | $12.3M | 4 | 24 | 1 | 06/24/2026 | ☆ | |
| 24834 | Truststone Wealth Partners, Llc CRD 330217 | Chapel Hill, NC | Wealth Manager · Boutique (under $100M) | $12.3M | 18 | 48 | 2 | 03/17/2026 | ☆ |
| 24835 | Global Portfolio Services Llc CRD 287693 | Wealth Manager · Boutique (under $100M) | $12.3M | 19 | 48 | 1 | 08/19/2024 | ☆ | |
| 24836 | Kb Wealth Management, Llc CRD 304447 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $12.3M | 9 | 29 | 1 | 03/15/2026 | ☆ |
| 24837 | Tripacific Capital Advisors, Llc CRD 142121 | Irvine, CA | Investment Adviser · Boutique (under $100M) | $12.3M | 1 | 1 | 10 | 03/28/2024 | ☆ |
| 24838 | White Tree Wealth, Llc CRD 338370 | Wealth Manager · Boutique (under $100M) | $12.3M | 11 | 11 | 1 | 09/28/2026 | ☆ | |
| 24839 | Cannon Wealth Group Llc CRD 173633 | Wealth Manager · Boutique (under $100M) | $12.3M | 27 | 64 | 1 | 04/06/2026 | ☆ | |
| 24840 | Batley, Kent Michael CRD 155458 | Wealth Manager · Boutique (under $100M) | $12.3M | 31 | 57 | 2 | 03/31/2026 | ☆ | |
| 24841 | Elevate Wealth Management, L.L.C. CRD 287511 | Wealth Manager · Boutique (under $100M) | $12.3M | 13 | 96 | 1 | 05/06/2026 | ☆ | |
| 24842 | Inti Llc CRD 322461 | Wealth Manager · Boutique (under $100M) | $12.3M | 10 | 10 | 3 | 03/12/2026 | ☆ | |
| 24843 | Weiss Financial Advisors, Llc CRD 173233 | Wealth Manager · Boutique (under $100M) | $12.3M | 11 | 11 | 1 | 02/26/2026 | ☆ | |
| 24844 | Poder Wealth Advisors Llc CRD 332301 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $12.3M | 34 | 101 | 2 | 09/28/2026 | ☆ |
| 24845 | Hn Buss Investing, Corporation CRD 333557 | Wealth Manager · Boutique (under $100M) | $12.2M | 59 | 85 | 1 | 02/02/2026 | ☆ | |
| 24846 | Ulivi, Ricardo Martin CRD 133666 | Orange, CA | Wealth Manager · Boutique (under $100M) | $12.2M | 17 | 28 | 1 | 02/12/2026 | ☆ |
| 24847 | Thomas Investment Advisors Llc CRD 334544 | Orange, CA | Wealth Manager · Boutique (under $100M) | $12.2M | 6 | 28 | 2 | 08/04/2026 | ☆ |
| 24848 | Mev Value Llc CRD 281507 | Wealth Manager · Boutique (under $100M) | $12.2M | 16 | 29 | 1 | 05/01/2026 | ☆ | |
| 24849 | Fountain Financial & Tax CRD 339090 | Harrison, AR | Insurance-Affiliated · Boutique (under $100M) | $12.2M | 91 | 92 | 1 | 03/20/2026 | ☆ |
| 24850 | Jwk Financial Llc CRD 318355 | Wealth Manager · Boutique (under $100M) | $12.2M | 17 | 42 | 1 | 02/04/2026 | ☆ |