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 |
|---|---|---|---|---|---|---|---|---|---|
| 25201 | Jefferson Capital, Inc. CRD 116222 | Wealth Manager · Boutique (under $100M) | $10.7M | 22 | 32 | 1 | 07/25/2026 | ☆ | |
| 25202 | Coffeehouse Capital Llc CRD 317317 | Fresno, CA | Wealth Manager · Boutique (under $100M) | $10.7M | 10 | 46 | 1 | 03/31/2026 | ☆ |
| 25203 | Rowe Consulting Group, Llc CRD 155611 | Wealth Manager · Boutique (under $100M) | $10.7M | 52 | 57 | 2 | 03/11/2026 | ☆ | |
| 25204 | Your Wealth Financial Solutions, Llc CRD 331533 | Wealth Manager · Boutique (under $100M) | $10.7M | 41 | 116 | 1 | 09/22/2026 | ☆ | |
| 25205 | Black Dog Financial Ltd. CRD 159908 | Wealth Manager · Boutique (under $100M) | $10.7M | 96 | 248 | 2 | 02/05/2026 | ☆ | |
| 25206 | Rww Investment Advisors Inc. CRD 155309 | Wealth Manager · Boutique (under $100M) | $10.7M | 21 | 21 | 1 | 01/07/2026 | ☆ | |
| 25207 | Hammond Asset Management Llc CRD 167357 | Sarasota, FL | Insurance-Affiliated · Boutique (under $100M) | $10.7M | 37 | 55 | 2 | 02/10/2026 | ☆ |
| 25208 | Smeac Financial, Llc CRD 308990 | Wealth Manager · Boutique (under $100M) | $10.7M | 22 | 19 | 1 | 02/12/2026 | ☆ | |
| 25209 | Eslami & Co. Wealth Management, Llc CRD 335489 | Wealth Manager · Boutique (under $100M) | $10.7M | 13 | 67 | 1 | 09/24/2026 | ☆ | |
| 25210 | Paoli Financial Advisors, Ltd. CRD 174361 | Paoli, PA | Institutional / Pension Advisor · Boutique (under $100M) | $10.7M | 14 | 14 | 2 | 03/30/2026 | ☆ |
| 25211 | Craft Wealth Management Llc CRD 170395 | Garden City, NY | Wealth Manager · Boutique (under $100M) | $10.7M | 67 | 67 | 4 | 03/16/2026 | ☆ |
| 25212 | R & R Retirement Services, Inc CRD 118776 | Seattle, WA | Insurance-Affiliated · Boutique (under $100M) | $10.7M | 50 | 74 | 1 | 02/09/2026 | ☆ |
| 25213 | Barony Financial Group, Llc CRD 152475 | Moncks Corner, SC | Wealth Manager · Boutique (under $100M) | $10.7M | 21 | 21 | 1 | 03/27/2026 | ☆ |
| 25214 | Steele Advisory Llc CRD 336717 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $10.7M | 26 | 53 | 1 | 04/06/2026 | ☆ |
| 25215 | Highline Asset Management, Llc CRD 332483 | Sherman Oaks, CA | Private Fund Manager · Boutique (under $100M) | $10.7M | 7 | 7 | 3 | 03/31/2026 | ☆ |
| 25216 | Clark, Gary Willard CRD 123020 | Birmingham, AL | Wealth Manager · Boutique (under $100M) | $10.7M | 37 | 115 | 2 | 01/16/2026 | ☆ |
| 25217 | Integrated Retirement Investment Solutions, Llc CRD 291568 | Wealth Manager · Boutique (under $100M) | $10.7M | 15 | 26 | 3 | 07/07/2026 | ☆ | |
| 25218 | Highland Mb Wealth Llc CRD 299209 | Torrance, CA | Wealth Manager · Boutique (under $100M) | $10.7M | 0 | 5 | 1 | 01/14/2026 | ☆ |
| 25219 | Disciplined Financial Services, Inc. CRD 174947 | Wealth Manager · Boutique (under $100M) | $10.7M | 45 | 92 | 1 | 07/01/2025 | ☆ | |
| 25220 | Portfolio Thinktank CRD 154006 | Investment Adviser · Boutique (under $100M) | $10.6M | 2 | 4 | 04/01/2026 | ☆ | ||
| 25221 | Zrcor Inc. CRD 147705 | Wealth Manager · Boutique (under $100M) | $10.6M | 13 | 31 | 1 | 02/28/2026 | ☆ | |
| 25222 | Zia Capital Investments Llc CRD 332414 | Albuquerque, NM | Wealth Manager · Boutique (under $100M) | $10.6M | 68 | 370 | 3 | 04/30/2026 | ☆ |
| 25223 | Income Management Company CRD 113682 | Wealth Manager · Boutique (under $100M) | $10.6M | 20 | 44 | 1 | 02/02/2026 | ☆ | |
| 25224 | Hamsher Wealth Management, Llc CRD 284018 | Greenwood Village, CO | Wealth Manager · Boutique (under $100M) | $10.6M | 78 | 78 | 2 | 09/04/2026 | ☆ |
| 25225 | Mccullough Wealth Management Llc CRD 331695 | Van Alstyne, TX | Insurance-Affiliated · Boutique (under $100M) | $10.6M | 9 | 26 | 1 | 03/10/2026 | ☆ |
| 25226 | 9 D Capital Llc CRD 308524 | New York, NY | Wealth Manager · Boutique (under $100M) | $10.6M | 6 | 9 | 3 | 09/14/2026 | ☆ |
| 25227 | Goldsborough Capital Management, Llc CRD 163344 | Gaithersburg, MD | Insurance-Affiliated · Boutique (under $100M) | $10.6M | 13 | 19 | 1 | 03/30/2026 | ☆ |
| 25228 | Jsk Capital Advisors, Llc CRD 167038 | Waltham, MA | Wealth Manager · Boutique (under $100M) | $10.6M | 12 | 25 | 1 | 03/11/2026 | ☆ |
| 25229 | Pledge Capital Llc CRD 284528 | Wealth Manager · Boutique (under $100M) | $10.6M | 45 | 45 | 1 | 07/15/2025 | ☆ | |
| 25230 | Motiwala Capital Llc CRD 156133 | Wealth Manager · Boutique (under $100M) | $10.6M | 28 | 39 | 1 | 01/05/2026 | ☆ | |
| 25231 | Manor Park Capital Llc CRD 305241 | Wealth Manager · Boutique (under $100M) | $10.6M | 12 | 12 | 1 | 03/13/2026 | ☆ | |
| 25232 | Thomas, Jason Howard CRD 286280 | Wealth Manager · Boutique (under $100M) | $10.6M | 7 | 27 | 1 | 05/01/2026 | ☆ | |
| 25233 | Integrated Financial Coaching And Planning, Llc CRD 324478 | Wealth Manager · Boutique (under $100M) | $10.6M | 18 | 63 | 1 | 02/26/2026 | ☆ | |
| 25234 | Bryn Mawr Wealth Management Llc CRD 146500 | Wealth Manager · Boutique (under $100M) | $10.6M | 12 | 29 | 1 | 03/10/2026 | ☆ | |
| 25235 | In The Game Wealth Management Llc CRD 338934 | North Kansas City, MO | Wealth Manager · Boutique (under $100M) | $10.6M | 18 | 33 | 1 | 03/30/2026 | ☆ |
| 25236 | Alliance Wealth Management, Llc CRD 172330 | Insurance-Affiliated · Boutique (under $100M) | $10.6M | 35 | 64 | 1 | 11/11/2025 | ☆ | |
| 25237 | Lafargue Financial Group, Inc. CRD 120867 | Insurance-Affiliated · Boutique (under $100M) | $10.6M | 159 | 159 | 2 | 03/23/2026 | ☆ | |
| 25238 | Eddy Company, Llc CRD 172098 | Wealth Manager · Boutique (under $100M) | $10.6M | 31 | 53 | 1 | 03/21/2026 | ☆ | |
| 25239 | Kolash Wealth Strategies, Llc CRD 158921 | Appleton, WI | Wealth Manager · Boutique (under $100M) | $10.6M | 42 | 110 | 1 | 01/13/2026 | ☆ |
| 25240 | Everkey Financial Llc CRD 325189 | Katy, TX | Institutional / Pension Advisor · Boutique (under $100M) | $10.6M | 2 | 1 | 03/19/2026 | ☆ | |
| 25241 | Queenvest Llc CRD 296891 | Wealth Manager · Boutique (under $100M) | $10.6M | 34 | 78 | 1 | 03/08/2026 | ☆ | |
| 25242 | Green Street Wealth Advisory, Llc CRD 290767 | North Kingston, RI | Wealth Manager · Boutique (under $100M) | $10.6M | 29 | 30 | 1 | 03/05/2026 | ☆ |
| 25243 | O'gorman Asset Management, Inc. CRD 129056 | Wealth Manager · Boutique (under $100M) | $10.6M | 10 | 31 | 1 | 03/04/2026 | ☆ | |
| 25244 | Pariter Wealth Management Group Llc CRD 146622 | Guaynabo, PR | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $10.6M | 27 | 27 | 3 | 03/31/2026 | ☆ |
| 25245 | Cimarron Wealth Management, Llc CRD 226561 | Wealth Manager · Boutique (under $100M) | $10.6M | 5 | 8 | 1 | 04/15/2026 | ☆ | |
| 25246 | Cambria Capital, Llc CRD 133760 | Salt Lake City, UT | Insurance-Affiliated · Boutique (under $100M) | $10.6M | 134 | 134 | 5 | 03/28/2024 | ☆ |
| 25247 | Diogenes Financial Llc CRD 318576 | Wealth Manager · Boutique (under $100M) | $10.6M | 26 | 55 | 1 | 04/06/2026 | ☆ | |
| 25248 | Oracle Financial Group, Inc. CRD 136750 | Wealth Manager · Boutique (under $100M) | $10.5M | 12 | 39 | 1 | 09/03/2026 | ☆ | |
| 25249 | Uvest Advisory Group, Llc CRD 292564 | Wealth Manager · Boutique (under $100M) | $10.5M | 90 | 166 | 1 | 07/31/2026 | ☆ | |
| 25250 | N CRD 281391 | Wealth Manager · Boutique (under $100M) | $10.5M | 161 | 191 | 3 | 03/27/2025 | ☆ |