Investment advisers
44,621 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 |
|---|---|---|---|---|---|---|---|---|---|
| 24951 | Crystal Capital Advisors, Llc CRD 137445 | Endowment & Foundation Advisor · Boutique (under $100M) | $11.4M | 0 | 5 | 2 | 01/20/2026 | ☆ | |
| 24952 | Atlas Capital Management Inc. CRD 110018 | Thousand Oaks, CA | Wealth Manager · Boutique (under $100M) | $11.4M | 122 | 122 | 1 | 04/04/2022 | ☆ |
| 24953 | Potomac Investment Management, Inc. CRD 119194 | Wealth Manager · Boutique (under $100M) | $11.4M | 9 | 9 | 1 | 01/05/2026 | ☆ | |
| 24954 | Namesake Group Llc CRD 324779 | Wealth Manager · Boutique (under $100M) | $11.4M | 18 | 84 | 1 | 07/21/2026 | ☆ | |
| 24955 | Marshall Point Advisors Llc CRD 143723 | Wealth Manager · Boutique (under $100M) | $11.4M | 9 | 16 | 1 | 06/24/2026 | ☆ | |
| 24956 | Sure Foundation Wealth Planning, Llc CRD 305938 | Wealth Manager · Boutique (under $100M) | $11.4M | 5 | 1 | 02/19/2026 | ☆ | ||
| 24957 | Leonard Investment Consulting Llc CRD 174470 | Norristown, PA | Wealth Manager · Boutique (under $100M) | $11.4M | 29 | 59 | 1 | 03/27/2026 | ☆ |
| 24958 | Circle R Wealth Llc CRD 135993 | Crivitz, WI | Wealth Manager · Boutique (under $100M) | $11.3M | 59 | 59 | 1 | 05/15/2026 | ☆ |
| 24959 | Campbell & Associates, P.A., C.P.A.'S CRD 142086 | Winter Haven, FL | Wealth Manager · Boutique (under $100M) | $11.3M | 12 | 12 | 2 | 03/21/2026 | ☆ |
| 24960 | Retirement Capital Advisors Llc CRD 324060 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $11.3M | 67 | 138 | 5 | 05/11/2026 | ☆ |
| 24961 | True Equity Wealth Management Llc CRD 316790 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $11.3M | 24 | 65 | 1 | 01/27/2026 | ☆ |
| 24962 | Roscoe Financial Advisory Company CRD 120248 | Wealth Manager · Boutique (under $100M) | $11.3M | 20 | 32 | 1 | 03/25/2026 | ☆ | |
| 24963 | Lane Financial, P.C. CRD 149167 | Wealth Manager · Boutique (under $100M) | $11.3M | 6 | 6 | 2 | 02/24/2026 | ☆ | |
| 24964 | Four Pines Financial Llc CRD 338709 | Wealth Manager · Boutique (under $100M) | $11.3M | 9 | 24 | 1 | 03/31/2026 | ☆ | |
| 24965 | Sct Wealth Management, Llc CRD 290482 | Wealth Manager · Boutique (under $100M) | $11.3M | 10 | 27 | 1 | 01/23/2026 | ☆ | |
| 24966 | Haywood Wealth Management, Llc CRD 326649 | Houston, TX | Wealth Manager · Boutique (under $100M) | $11.3M | 37 | 78 | 2 | 06/24/2026 | ☆ |
| 24967 | Integrated Financial Resources, Inc. CRD 110864 | Toledo, OH | Insurance-Affiliated · Boutique (under $100M) | $11.3M | 21 | 21 | 2 | 07/18/2025 | ☆ |
| 24968 | Deem Asset Management, Llc CRD 315845 | Wealth Manager · Boutique (under $100M) | $11.3M | 41 | 93 | 1 | 03/30/2026 | ☆ | |
| 24969 | B.Side Investments Llc CRD 333952 | Wealth Manager · Boutique (under $100M) | $11.3M | 15 | 19 | 2 | 03/25/2026 | ☆ | |
| 24970 | Whitney Financial Strategies Llc CRD 174946 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $11.3M | 81 | 87 | 1 | 04/04/2022 | ☆ |
| 24971 | Avk Partners Llc CRD 319724 | Wealth Manager · Boutique (under $100M) | $11.3M | 10 | 15 | 1 | 03/19/2026 | ☆ | |
| 24972 | Northfront Financial Usa Inc CRD 301105 | Calgary, Alberta | Wealth Manager · Boutique (under $100M) | $11.3M | 33 | 37 | 5 | 04/28/2026 | ☆ |
| 24973 | Advisors Crypto, Inc. CRD 109201 | Austin, TX | Wealth Manager · Boutique (under $100M) | $11.2M | 74 | 74 | 2 | 03/31/2026 | ☆ |
| 24974 | Elbrus Partners, Llc CRD 289160 | Wealth Manager · Boutique (under $100M) | $11.2M | 22 | 43 | 1 | 08/03/2026 | ☆ | |
| 24975 | Indigo Asset Management, Inc. CRD 127687 | Wealth Manager · Boutique (under $100M) | $11.2M | 11 | 11 | 1 | 01/15/2024 | ☆ | |
| 24976 | Beingfit Financial, Llc CRD 306830 | Wealth Manager · Boutique (under $100M) | $11.2M | 27 | 69 | 1 | 05/04/2026 | ☆ | |
| 24977 | Tech Wealth, Llc CRD 311267 | Lehi, UT | Wealth Manager · Boutique (under $100M) | $11.2M | 10 | 104 | 1 | 04/24/2026 | ☆ |
| 24978 | Faulkner Financial Planning, Llc CRD 166337 | Insurance-Affiliated · Boutique (under $100M) | $11.2M | 14 | 20 | 1 | 02/10/2026 | ☆ | |
| 24979 | Deleon Wealth Llc CRD 334043 | Kennewick, WA | Wealth Manager · Boutique (under $100M) | $11.2M | 30 | 79 | 2 | 02/25/2026 | ☆ |
| 24980 | Guidesource Capital Management, Llc CRD 291929 | Wealth Manager · Boutique (under $100M) | $11.2M | 12 | 27 | 1 | 04/06/2026 | ☆ | |
| 24981 | Randolph & Associates Ltd CRD 108817 | Wealth Manager · Boutique (under $100M) | $11.2M | 45 | 81 | 1 | 12/03/2025 | ☆ | |
| 24982 | The Wf Group, Llc CRD 166626 | Wealth Manager · Boutique (under $100M) | $11.2M | 8 | 8 | 1 | 03/08/2025 | ☆ | |
| 24983 | Bancreek Capital Strategies, Llc CRD 341539 | Santa Monica, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $11.2M | 1 | 1 | 3 | 05/27/2026 | ☆ |
| 24984 | Prometheus Wealth Management, Llc CRD 218513 | Wealth Manager · Boutique (under $100M) | $11.2M | 17 | 17 | 1 | 03/26/2026 | ☆ | |
| 24985 | Prepared Financial Planning Llc CRD 327522 | Wealth Manager · Boutique (under $100M) | $11.2M | 11 | 11 | 1 | 03/30/2026 | ☆ | |
| 24986 | First Move Financial, Llc CRD 289880 | Wealth Manager · Boutique (under $100M) | $11.2M | 29 | 101 | 1 | 02/27/2026 | ☆ | |
| 24987 | White Crest Capital, Llc CRD 210520 | Wealth Manager · Boutique (under $100M) | $11.2M | 8 | 22 | 1 | 01/03/2026 | ☆ | |
| 24988 | Tortoise Wealth Management Llc CRD 332492 | Tempe, AZ | Insurance-Affiliated · Boutique (under $100M) | $11.2M | 56 | 80 | 1 | 02/10/2026 | ☆ |
| 24989 | Berunda Capital Management Llc CRD 297072 | Princeton, NJ | Wealth Manager · Boutique (under $100M) | $11.2M | 14 | 20 | 2 | 04/24/2026 | ☆ |
| 24990 | Gemstone Wealth Management, Llc CRD 325155 | Wealth Manager · Boutique (under $100M) | $11.2M | 9 | 16 | 1 | 05/14/2026 | ☆ | |
| 24991 | Ville Wealth Management Llc CRD 334882 | Wealth Manager · Boutique (under $100M) | $11.1M | 12 | 42 | 1 | 03/06/2026 | ☆ | |
| 24992 | 9 M Investments, Llc CRD 289320 | Wealth Manager · Boutique (under $100M) | $11.1M | 23 | 60 | 1 | 01/24/2026 | ☆ | |
| 24993 | Featherstone Investment Advisory Llc CRD 325023 | Wealth Manager · Boutique (under $100M) | $11.1M | 24 | 55 | 1 | 06/02/2026 | ☆ | |
| 24994 | Haystack Consulting, Llc CRD 311366 | Wealth Manager · Boutique (under $100M) | $11.1M | 12 | 23 | 1 | 03/04/2025 | ☆ | |
| 24995 | Cbyrdk, Llc CRD 288035 | Amarillo, TX | Wealth Manager · Boutique (under $100M) | $11.1M | 16 | 17 | 1 | 03/10/2026 | ☆ |
| 24996 | Norberg Capital Management, Llc CRD 287668 | Wealth Manager · Boutique (under $100M) | $11.1M | 7 | 7 | 2 | 03/18/2026 | ☆ | |
| 24997 | Broman & Greig Asset Management, Llc CRD 130494 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $11.1M | 10 | 13 | 1 | 05/22/2026 | ☆ |
| 24998 | Am Wealth Solutions, Llc CRD 334822 | Wealth Manager · Boutique (under $100M) | $11.1M | 19 | 21 | 1 | 03/27/2026 | ☆ | |
| 24999 | Denner, Steve CRD 116879 | Wealth Manager · Boutique (under $100M) | $11.1M | 9 | 9 | 1 | 09/04/2025 | ☆ | |
| 25000 | Encompass Wealth Management Llc CRD 152987 | Libertyville, IL | Insurance-Affiliated · Boutique (under $100M) | $11.1M | 8 | 16 | 1 | 03/24/2026 | ☆ |