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 |
|---|---|---|---|---|---|---|---|---|---|
| 25051 | Catlin Financial, Llc CRD 325202 | Beaver, PA | Investment Adviser · Boutique (under $100M) | $11.4M | 0 | 2 | 1 | 02/22/2026 | ☆ |
| 25052 | Kinnect Advisor Group, L.L.C. CRD 327978 | Insurance-Affiliated · Boutique (under $100M) | $11.4M | 67 | 67 | 1 | 02/13/2026 | ☆ | |
| 25053 | Crystal Capital Advisors, Llc CRD 137445 | Endowment & Foundation Advisor · Boutique (under $100M) | $11.4M | 0 | 5 | 2 | 01/20/2026 | ☆ | |
| 25054 | Atlas Capital Management Inc. CRD 110018 | Thousand Oaks, CA | Wealth Manager · Boutique (under $100M) | $11.4M | 122 | 122 | 1 | 04/04/2022 | ☆ |
| 25055 | Potomac Investment Management, Inc. CRD 119194 | Wealth Manager · Boutique (under $100M) | $11.4M | 9 | 9 | 1 | 01/05/2026 | ☆ | |
| 25056 | Namesake Group Llc CRD 324779 | Wealth Manager · Boutique (under $100M) | $11.4M | 18 | 84 | 1 | 07/21/2026 | ☆ | |
| 25057 | Marshall Point Advisors Llc CRD 143723 | Wealth Manager · Boutique (under $100M) | $11.4M | 9 | 16 | 1 | 06/24/2026 | ☆ | |
| 25058 | Sure Foundation Wealth Planning, Llc CRD 305938 | Wealth Manager · Boutique (under $100M) | $11.4M | 5 | 1 | 02/19/2026 | ☆ | ||
| 25059 | Leonard Investment Consulting Llc CRD 174470 | Norristown, PA | Wealth Manager · Boutique (under $100M) | $11.4M | 29 | 59 | 1 | 03/27/2026 | ☆ |
| 25060 | Circle R Wealth Llc CRD 135993 | Crivitz, WI | Wealth Manager · Boutique (under $100M) | $11.3M | 59 | 59 | 1 | 05/15/2026 | ☆ |
| 25061 | 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 | ☆ |
| 25062 | Retirement Capital Advisors Llc CRD 324060 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $11.3M | 67 | 138 | 5 | 09/18/2026 | ☆ |
| 25063 | True Equity Wealth Management Llc CRD 316790 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $11.3M | 24 | 65 | 1 | 01/27/2026 | ☆ |
| 25064 | Roscoe Financial Advisory Company CRD 120248 | Wealth Manager · Boutique (under $100M) | $11.3M | 20 | 32 | 1 | 03/25/2026 | ☆ | |
| 25065 | Lane Financial, P.C. CRD 149167 | Wealth Manager · Boutique (under $100M) | $11.3M | 6 | 6 | 2 | 02/24/2026 | ☆ | |
| 25066 | Four Pines Financial Llc CRD 338709 | Wealth Manager · Boutique (under $100M) | $11.3M | 9 | 24 | 1 | 03/31/2026 | ☆ | |
| 25067 | Donald Felty, Llc CRD 119623 | Insurance-Affiliated · Boutique (under $100M) | $11.3M | 40 | 69 | 2 | 08/27/2026 | ☆ | |
| 25068 | Sct Wealth Management, Llc CRD 290482 | Wealth Manager · Boutique (under $100M) | $11.3M | 10 | 27 | 1 | 01/23/2026 | ☆ | |
| 25069 | Haywood Wealth Management, Llc CRD 326649 | Houston, TX | Wealth Manager · Boutique (under $100M) | $11.3M | 37 | 78 | 2 | 06/24/2026 | ☆ |
| 25070 | Integrated Financial Resources, Inc. CRD 110864 | Toledo, OH | Insurance-Affiliated · Boutique (under $100M) | $11.3M | 21 | 21 | 2 | 07/18/2025 | ☆ |
| 25071 | Deem Asset Management, Llc CRD 315845 | Wealth Manager · Boutique (under $100M) | $11.3M | 41 | 93 | 1 | 03/30/2026 | ☆ | |
| 25072 | Brazil Advisors Llc CRD 333952 | Miami, FL | Wealth Manager · Boutique (under $100M) | $11.3M | 15 | 19 | 2 | 09/25/2026 | ☆ |
| 25073 | Whitney Financial Strategies Llc CRD 174946 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $11.3M | 81 | 87 | 1 | 04/04/2022 | ☆ |
| 25074 | Avk Partners Llc CRD 319724 | Wealth Manager · Boutique (under $100M) | $11.3M | 10 | 15 | 1 | 03/19/2026 | ☆ | |
| 25075 | Northfront Financial Usa Inc CRD 301105 | Calgary, Alberta | Wealth Manager · Boutique (under $100M) | $11.3M | 33 | 37 | 5 | 04/28/2026 | ☆ |
| 25076 | Advisors Crypto, Inc. CRD 109201 | Austin, TX | Wealth Manager · Boutique (under $100M) | $11.2M | 74 | 74 | 2 | 03/31/2026 | ☆ |
| 25077 | Elbrus Partners, Llc CRD 289160 | Wealth Manager · Boutique (under $100M) | $11.2M | 22 | 43 | 1 | 08/03/2026 | ☆ | |
| 25078 | Indigo Asset Management, Inc. CRD 127687 | Wealth Manager · Boutique (under $100M) | $11.2M | 11 | 11 | 1 | 01/15/2024 | ☆ | |
| 25079 | Beingfit Financial, Llc CRD 306830 | Wealth Manager · Boutique (under $100M) | $11.2M | 27 | 69 | 1 | 09/02/2026 | ☆ | |
| 25080 | Tech Wealth, Llc CRD 311267 | Lehi, UT | Wealth Manager · Boutique (under $100M) | $11.2M | 10 | 104 | 1 | 04/24/2026 | ☆ |
| 25081 | Faulkner Financial Planning, Llc CRD 166337 | Insurance-Affiliated · Boutique (under $100M) | $11.2M | 14 | 20 | 1 | 02/10/2026 | ☆ | |
| 25082 | Guidesource Capital Management, Llc CRD 291929 | Wealth Manager · Boutique (under $100M) | $11.2M | 12 | 27 | 1 | 04/06/2026 | ☆ | |
| 25083 | Randolph & Associates Ltd CRD 108817 | Wealth Manager · Boutique (under $100M) | $11.2M | 45 | 81 | 1 | 12/03/2025 | ☆ | |
| 25084 | The Wf Group, Llc CRD 166626 | Wealth Manager · Boutique (under $100M) | $11.2M | 8 | 8 | 1 | 03/08/2025 | ☆ | |
| 25085 | Bancreek Capital Strategies, Llc CRD 341539 | Santa Monica, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $11.2M | 1 | 1 | 3 | 05/27/2026 | ☆ |
| 25086 | Prometheus Wealth Management, Llc CRD 218513 | Wealth Manager · Boutique (under $100M) | $11.2M | 17 | 17 | 1 | 03/26/2026 | ☆ | |
| 25087 | Prepared Financial Planning Llc CRD 327522 | Wealth Manager · Boutique (under $100M) | $11.2M | 11 | 11 | 1 | 03/30/2026 | ☆ | |
| 25088 | First Move Financial, Llc CRD 289880 | Wealth Manager · Boutique (under $100M) | $11.2M | 29 | 101 | 1 | 02/27/2026 | ☆ | |
| 25089 | White Crest Capital, Llc CRD 210520 | Wealth Manager · Boutique (under $100M) | $11.2M | 8 | 22 | 1 | 01/03/2026 | ☆ | |
| 25090 | Tortoise Wealth Management Llc CRD 332492 | Tempe, AZ | Insurance-Affiliated · Boutique (under $100M) | $11.2M | 56 | 80 | 1 | 02/10/2026 | ☆ |
| 25091 | Berunda Capital Management Llc CRD 297072 | Princeton, NJ | Wealth Manager · Boutique (under $100M) | $11.2M | 14 | 20 | 2 | 04/24/2026 | ☆ |
| 25092 | Gemstone Wealth Management, Llc CRD 325155 | Wealth Manager · Boutique (under $100M) | $11.2M | 9 | 16 | 1 | 09/18/2026 | ☆ | |
| 25093 | Ville Wealth Management Llc CRD 334882 | Wealth Manager · Boutique (under $100M) | $11.1M | 12 | 42 | 1 | 09/22/2026 | ☆ | |
| 25094 | 9 M Investments, Llc CRD 289320 | Wealth Manager · Boutique (under $100M) | $11.1M | 23 | 60 | 1 | 01/24/2026 | ☆ | |
| 25095 | Featherstone Investment Advisory Llc CRD 325023 | Wealth Manager · Boutique (under $100M) | $11.1M | 24 | 55 | 1 | 06/02/2026 | ☆ | |
| 25096 | Haystack Consulting, Llc CRD 311366 | Wealth Manager · Boutique (under $100M) | $11.1M | 12 | 23 | 1 | 03/04/2025 | ☆ | |
| 25097 | Cbyrdk, Llc CRD 288035 | Amarillo, TX | Wealth Manager · Boutique (under $100M) | $11.1M | 16 | 17 | 1 | 03/10/2026 | ☆ |
| 25098 | Norberg Capital Management, Llc CRD 287668 | Wealth Manager · Boutique (under $100M) | $11.1M | 7 | 7 | 2 | 03/18/2026 | ☆ | |
| 25099 | Jamiel Financial Advisors, Llc CRD 326018 | Barrington, RI | Insurance-Affiliated · Boutique (under $100M) | $11.1M | 80 | 80 | 1 | 10/01/2026 | ☆ |
| 25100 | Broman & Greig Asset Management, Llc CRD 130494 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $11.1M | 10 | 13 | 1 | 05/22/2026 | ☆ |