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 |
|---|---|---|---|---|---|---|---|---|---|
| 25201 | Mcgill Investment Advisory, Llc CRD 323974 | Uniontown, OH | Wealth Manager · Boutique (under $100M) | $10.3M | 33 | 71 | 1 | 04/15/2026 | ☆ |
| 25202 | Michael Pappas Advisor Llc CRD 171334 | Wealth Manager · Boutique (under $100M) | $10.3M | 20 | 20 | 1 | 06/07/2024 | ☆ | |
| 25203 | Stewardship Wealth Management, Llc CRD 144338 | Overland Park, KS | Insurance-Affiliated · Boutique (under $100M) | $10.3M | 12 | 52 | 1 | 03/26/2026 | ☆ |
| 25204 | Volt Equity Llc CRD 310402 | San Francisco, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.3M | 1 | 1 | 3 | 04/03/2025 | ☆ |
| 25205 | Wealth Management Northwest, Inc. CRD 115983 | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 54 | 1 | 03/17/2026 | ☆ | |
| 25206 | Walt St Investment Management Ltd CRD 109339 | Wealth Manager · Boutique (under $100M) | $10.3M | 35 | 35 | 1 | 03/23/2026 | ☆ | |
| 25207 | Trustee Empowerment & Protection, Inc. CRD 108249 | Troy, MI | Endowment & Foundation Advisor · Boutique (under $100M) | $10.3M | 3 | 2 | 4 | 08/12/2026 | ☆ |
| 25208 | Allen, Isaac Reginald CRD 159711 | Fayetteville, NC | Wealth Manager · Boutique (under $100M) | $10.3M | 32 | 94 | 1 | 03/27/2026 | ☆ |
| 25209 | Investment Dynamics Consulting Group, Llc CRD 120611 | Kailua Kona, HI | Wealth Manager · Boutique (under $100M) | $10.3M | 7 | 17 | 1 | 03/23/2026 | ☆ |
| 25210 | Pfo Investment Advisors, Llc CRD 283932 | Naples, FL | Wealth Manager · Boutique (under $100M) | $10.3M | 7 | 17 | 3 | 01/22/2026 | ☆ |
| 25211 | Right Investment Team Llc CRD 282193 | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 27 | 1 | 03/26/2026 | ☆ | |
| 25212 | Bergstrom, Robert L. CRD 116282 | Wealth Manager · Boutique (under $100M) | $10.3M | 12 | 16 | 1 | 02/19/2026 | ☆ | |
| 25213 | Kmp Financial Llc CRD 333053 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $10.3M | 50 | 78 | 1 | 01/21/2026 | ☆ |
| 25214 | Awg Qofb Llc CRD 331993 | Wealth Manager · Boutique (under $100M) | $10.3M | 19 | 41 | 1 | 03/20/2026 | ☆ | |
| 25215 | Life Strategy Partners Inc. CRD 332925 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $10.3M | 15 | 2 | 03/31/2026 | ☆ | |
| 25216 | Scepter Financial Group, Llc CRD 294031 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $10.3M | 2 | 2 | 1 | 06/18/2026 | ☆ |
| 25217 | Jsb Capital Management, Llc CRD 161174 | Del Mar, CA | Wealth Manager · Boutique (under $100M) | $10.3M | 60 | 93 | 1 | 02/20/2026 | ☆ |
| 25218 | Genesis Wealth Planning, Llc CRD 170039 | Bonita Springs, FL | Wealth Manager · Boutique (under $100M) | $10.3M | 32 | 91 | 1 | 06/24/2026 | ☆ |
| 25219 | Enduro Capital Partners Llc CRD 301072 | Wealth Manager · Boutique (under $100M) | $10.2M | 26 | 26 | 2 | 07/09/2026 | ☆ | |
| 25220 | Wilde Capital Management, Llc CRD 281891 | Cleveland, OH | Wealth Manager · Boutique (under $100M) | $10.2M | 47 | 47 | 2 | 05/26/2026 | ☆ |
| 25221 | Viso Wealth Management Llc CRD 336227 | Wealth Manager · Boutique (under $100M) | $10.2M | 8 | 1 | 02/06/2026 | ☆ | ||
| 25222 | Joseph Jekyll Advisers Llc CRD 142215 | Wealth Manager · Boutique (under $100M) | $10.2M | 11 | 21 | 1 | 03/30/2026 | ☆ | |
| 25223 | Red Oak Capital Advisors, Inc. CRD 159665 | Fuquay Varina, NC | Wealth Manager · Boutique (under $100M) | $10.2M | 19 | 19 | 1 | 08/11/2026 | ☆ |
| 25224 | Oaktree Wealth Group Inc. CRD 167388 | Brea, CA | Wealth Manager · Boutique (under $100M) | $10.2M | 12 | 22 | 1 | 01/08/2026 | ☆ |
| 25225 | Sow Advisors Llc CRD 336353 | Youngsville, LA | Wealth Manager · Boutique (under $100M) | $10.2M | 8 | 42 | 2 | 07/27/2026 | ☆ |
| 25226 | Gibson Monroe Wealth Advisors Llc CRD 324146 | Oakland, CA | Wealth Manager · Boutique (under $100M) | $10.2M | 57 | 189 | 2 | 07/08/2026 | ☆ |
| 25227 | Mature Money Management, Inc CRD 145996 | Wealth Manager · Boutique (under $100M) | $10.2M | 18 | 30 | 1 | 01/13/2026 | ☆ | |
| 25228 | Schroeder Capital Management, Llc CRD 324483 | Brooklyn, NY | Private Fund Manager · Boutique (under $100M) | $10.2M | 1 | 1 | 1 | 03/11/2026 | ☆ |
| 25229 | Meridian Financial Advisory Llc CRD 288510 | Insurance-Affiliated · Boutique (under $100M) | $10.2M | 21 | 45 | 1 | 02/23/2026 | ☆ | |
| 25230 | Wealth Compounders Llc CRD 294466 | Wealth Manager · Boutique (under $100M) | $10.2M | 30 | 73 | 1 | 07/01/2026 | ☆ | |
| 25231 | Sp Funds Management Llc CRD 340522 | Lake Mary, FL | Private Fund Manager · Boutique (under $100M) | $10.2M | 2 | 2 | 2 | 07/20/2026 | ☆ |
| 25232 | Financial Facilitators, Inc. CRD 154323 | Eugene, OR | Wealth Manager · Boutique (under $100M) | $10.2M | 26 | 26 | 1 | 03/05/2026 | ☆ |
| 25233 | Safe Future Wealth Partners Llc CRD 315459 | Novi, MI | Wealth Manager · Boutique (under $100M) | $10.2M | 62 | 143 | 4 | 08/17/2026 | ☆ |
| 25234 | Mccurdy, Gillion & Associates, Llc CRD 141858 | Orlando, FL | Investment Adviser · Boutique (under $100M) | $10.2M | 3 | 1 | 09/29/2017 | ☆ | |
| 25235 | Tek Wise Financial Planners Llc CRD 325783 | Wealth Manager · Boutique (under $100M) | $10.2M | 48 | 102 | 2 | 03/13/2026 | ☆ | |
| 25236 | Obsidiant Partners Llc CRD 332516 | Wealth Manager · Boutique (under $100M) | $10.2M | 13 | 28 | 3 | 03/30/2026 | ☆ | |
| 25237 | Armada Etf Advisors Llc CRD 317979 | Novi, MI | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.2M | 2 | 2 | 1 | 08/04/2026 | ☆ |
| 25238 | Hays, Steven, K CRD 122348 | Annapolis, MD | Wealth Manager · Boutique (under $100M) | $10.2M | 11 | 19 | 1 | 02/01/2025 | ☆ |
| 25239 | Layline Financial Llc CRD 327148 | Wealth Manager · Boutique (under $100M) | $10.2M | 14 | 68 | 1 | 02/02/2026 | ☆ | |
| 25240 | Royale Investment Advisor Llc CRD 141287 | Wealth Manager · Boutique (under $100M) | $10.2M | 12 | 24 | 1 | 03/12/2026 | ☆ | |
| 25241 | Madison Money Management, Inc. CRD 126394 | Wealth Manager · Boutique (under $100M) | $10.1M | 12 | 1 | 03/05/2026 | ☆ | ||
| 25242 | Life Story Financial, Llc CRD 319662 | Wealth Manager · Boutique (under $100M) | $10.1M | 25 | 51 | 1 | 08/06/2026 | ☆ | |
| 25243 | Hoskins Financial, Llc CRD 319452 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $10.1M | 30 | 53 | 1 | 04/09/2026 | ☆ |
| 25244 | Outside The Box Financial Planning, Llc CRD 290255 | Insurance-Affiliated · Boutique (under $100M) | $10.1M | 36 | 78 | 1 | 03/26/2026 | ☆ | |
| 25245 | Parvin Fund Management, Llc CRD 311304 | Sioux Falls, SD | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.1M | 1 | 1 | 2 | 03/31/2026 | ☆ |
| 25246 | Jacobs Wealth Management, Llc CRD 318919 | Wealth Manager · Boutique (under $100M) | $10.1M | 53 | 127 | 1 | 03/17/2026 | ☆ | |
| 25247 | Emerson James Advisors Llc CRD 307226 | Insurance-Affiliated · Boutique (under $100M) | $10.1M | 20 | 49 | 1 | 03/31/2026 | ☆ | |
| 25248 | Linkside Financial Llc CRD 335537 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $10.1M | 5 | 14 | 5 | 03/06/2026 | ☆ |
| 25249 | Grinnell Capital, Llc CRD 311742 | Wealth Manager · Boutique (under $100M) | $10.1M | 26 | 23 | 2 | 02/24/2026 | ☆ | |
| 25250 | Hather, Robert Kevin CRD 139951 | Wealth Manager · Boutique (under $100M) | $10.1M | 14 | 14 | 1 | 05/18/2026 | ☆ |