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 |
|---|---|---|---|---|---|---|---|---|---|
| 25301 | Kamada Investment Management, Llc CRD 158620 | Wealth Manager · Boutique (under $100M) | $10.3M | 8 | 16 | 1 | 01/04/2026 | ☆ | |
| 25302 | Cim Financial Group, Inc. CRD 119481 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $10.3M | 36 | 69 | 0 | 03/26/2026 | ☆ |
| 25303 | Attlee Capital Llc CRD 300272 | Wealth Manager · Boutique (under $100M) | $10.3M | 12 | 1 | 05/11/2026 | ☆ | ||
| 25304 | Alexander Advisory Services, Llc CRD 304392 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $10.3M | 185 | 209 | 1 | 01/19/2026 | ☆ |
| 25305 | Bbn Management, Llc CRD 147954 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 27 | 1 | 03/31/2026 | ☆ |
| 25306 | Boulevard Money Llc CRD 316466 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $10.3M | 24 | 41 | 1 | 07/09/2026 | ☆ |
| 25307 | Glynn Capital Advisors, Llc CRD 333129 | Wealth Manager · Boutique (under $100M) | $10.3M | 11 | 14 | 2 | 03/16/2026 | ☆ | |
| 25308 | Mcgill Investment Advisory, Llc CRD 323974 | Uniontown, OH | Wealth Manager · Boutique (under $100M) | $10.3M | 33 | 71 | 1 | 04/15/2026 | ☆ |
| 25309 | Michael Pappas Advisor Llc CRD 171334 | Wealth Manager · Boutique (under $100M) | $10.3M | 20 | 20 | 1 | 06/07/2024 | ☆ | |
| 25310 | Stewardship Wealth Management, Llc CRD 144338 | Overland Park, KS | Insurance-Affiliated · Boutique (under $100M) | $10.3M | 12 | 52 | 1 | 03/26/2026 | ☆ |
| 25311 | Volt Equity Llc CRD 310402 | San Francisco, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.3M | 1 | 1 | 3 | 04/03/2025 | ☆ |
| 25312 | Wealth Management Northwest, Inc. CRD 115983 | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 54 | 1 | 03/17/2026 | ☆ | |
| 25313 | Walt St Investment Management Ltd CRD 109339 | Wealth Manager · Boutique (under $100M) | $10.3M | 35 | 35 | 1 | 03/23/2026 | ☆ | |
| 25314 | Trustee Empowerment & Protection, Inc. CRD 108249 | Troy, MI | Endowment & Foundation Advisor · Boutique (under $100M) | $10.3M | 3 | 2 | 4 | 08/12/2026 | ☆ |
| 25315 | Allen, Isaac Reginald CRD 159711 | Fayetteville, NC | Wealth Manager · Boutique (under $100M) | $10.3M | 32 | 94 | 1 | 03/27/2026 | ☆ |
| 25316 | Investment Dynamics Consulting Group, Llc CRD 120611 | Kailua Kona, HI | Wealth Manager · Boutique (under $100M) | $10.3M | 7 | 17 | 1 | 03/23/2026 | ☆ |
| 25317 | Pfo Investment Advisors, Llc CRD 283932 | Naples, FL | Wealth Manager · Boutique (under $100M) | $10.3M | 7 | 17 | 3 | 01/22/2026 | ☆ |
| 25318 | Right Investment Team Llc CRD 282193 | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 27 | 1 | 03/26/2026 | ☆ | |
| 25319 | Bergstrom, Robert L. CRD 116282 | Wealth Manager · Boutique (under $100M) | $10.3M | 12 | 16 | 1 | 02/19/2026 | ☆ | |
| 25320 | Kmp Financial Llc CRD 333053 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $10.3M | 50 | 78 | 1 | 01/21/2026 | ☆ |
| 25321 | Huckstep Asset Management, Llc CRD 308437 | Oak Park, IL | Wealth Manager · Boutique (under $100M) | $10.3M | 26 | 57 | 1 | 09/15/2026 | ☆ |
| 25322 | Awg Qofb Llc CRD 331993 | Wealth Manager · Boutique (under $100M) | $10.3M | 19 | 41 | 1 | 03/20/2026 | ☆ | |
| 25323 | Lajala, Stephen Edward CRD 134215 | Wealth Manager · Boutique (under $100M) | $10.3M | 6 | 6 | 1 | 09/30/2026 | ☆ | |
| 25324 | Life Strategy Partners Inc. CRD 332925 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $10.3M | 15 | 2 | 03/31/2026 | ☆ | |
| 25325 | Scepter Financial Group, Llc CRD 294031 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $10.3M | 2 | 2 | 1 | 06/18/2026 | ☆ |
| 25326 | Jsb Capital Management, Llc CRD 161174 | Del Mar, CA | Wealth Manager · Boutique (under $100M) | $10.3M | 60 | 93 | 1 | 02/20/2026 | ☆ |
| 25327 | Genesis Wealth Planning, Llc CRD 170039 | Bonita Springs, FL | Wealth Manager · Boutique (under $100M) | $10.3M | 32 | 91 | 1 | 06/24/2026 | ☆ |
| 25328 | Enduro Capital Partners Llc CRD 301072 | Wealth Manager · Boutique (under $100M) | $10.2M | 26 | 26 | 2 | 07/09/2026 | ☆ | |
| 25329 | Asset Lift Wealth Management, Llc CRD 142929 | Wealth Manager · Boutique (under $100M) | $10.2M | 25 | 37 | 1 | 10/01/2026 | ☆ | |
| 25330 | Wilde Capital Management, Llc CRD 281891 | Cleveland, OH | Wealth Manager · Boutique (under $100M) | $10.2M | 47 | 47 | 2 | 05/26/2026 | ☆ |
| 25331 | Viso Wealth Management Llc CRD 336227 | Wealth Manager · Boutique (under $100M) | $10.2M | 8 | 1 | 02/06/2026 | ☆ | ||
| 25332 | Joseph Jekyll Advisers Llc CRD 142215 | Wealth Manager · Boutique (under $100M) | $10.2M | 11 | 21 | 1 | 03/30/2026 | ☆ | |
| 25333 | Red Oak Capital Advisors, Inc. CRD 159665 | Salmon, ID | Wealth Manager · Boutique (under $100M) | $10.2M | 19 | 19 | 1 | 09/03/2026 | ☆ |
| 25334 | Oaktree Wealth Group Inc. CRD 167388 | Brea, CA | Wealth Manager · Boutique (under $100M) | $10.2M | 12 | 22 | 1 | 01/08/2026 | ☆ |
| 25335 | Sow Advisors Llc CRD 336353 | Youngsville, LA | Wealth Manager · Boutique (under $100M) | $10.2M | 8 | 42 | 2 | 07/27/2026 | ☆ |
| 25336 | Gibson Monroe Wealth Advisors Llc CRD 324146 | Oakland, CA | Wealth Manager · Boutique (under $100M) | $10.2M | 57 | 189 | 2 | 07/08/2026 | ☆ |
| 25337 | Mature Money Management, Inc CRD 145996 | Wealth Manager · Boutique (under $100M) | $10.2M | 18 | 30 | 1 | 01/13/2026 | ☆ | |
| 25338 | Schroeder Capital Management, Llc CRD 324483 | Brooklyn, NY | Private Fund Manager · Boutique (under $100M) | $10.2M | 1 | 1 | 1 | 03/11/2026 | ☆ |
| 25339 | Meridian Financial Advisory Llc CRD 288510 | Insurance-Affiliated · Boutique (under $100M) | $10.2M | 21 | 45 | 1 | 02/23/2026 | ☆ | |
| 25340 | Wealth Compounders Llc CRD 294466 | Wealth Manager · Boutique (under $100M) | $10.2M | 30 | 73 | 1 | 07/01/2026 | ☆ | |
| 25341 | Sp Funds Management Llc CRD 340522 | Lake Mary, FL | Private Fund Manager · Boutique (under $100M) | $10.2M | 2 | 2 | 2 | 07/20/2026 | ☆ |
| 25342 | Financial Facilitators, Inc. CRD 154323 | Eugene, OR | Wealth Manager · Boutique (under $100M) | $10.2M | 26 | 26 | 1 | 03/05/2026 | ☆ |
| 25343 | Safe Future Wealth Partners Llc CRD 315459 | Novi, MI | Wealth Manager · Boutique (under $100M) | $10.2M | 62 | 143 | 4 | 08/17/2026 | ☆ |
| 25344 | Mccurdy, Gillion & Associates, Llc CRD 141858 | Orlando, FL | Investment Adviser · Boutique (under $100M) | $10.2M | 3 | 1 | 09/29/2017 | ☆ | |
| 25345 | Tek Wise Financial Planners Llc CRD 325783 | Wealth Manager · Boutique (under $100M) | $10.2M | 48 | 102 | 2 | 03/13/2026 | ☆ | |
| 25346 | Obsidiant Partners Llc CRD 332516 | Wealth Manager · Boutique (under $100M) | $10.2M | 13 | 28 | 3 | 03/30/2026 | ☆ | |
| 25347 | Armada Etf Advisors Llc CRD 317979 | Novi, MI | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.2M | 2 | 2 | 1 | 08/04/2026 | ☆ |
| 25348 | Hays, Steven, K CRD 122348 | Annapolis, MD | Wealth Manager · Boutique (under $100M) | $10.2M | 11 | 19 | 1 | 02/01/2025 | ☆ |
| 25349 | Layline Financial Llc CRD 327148 | Wealth Manager · Boutique (under $100M) | $10.2M | 14 | 68 | 1 | 02/02/2026 | ☆ | |
| 25350 | Royale Investment Advisor Llc CRD 141287 | Wealth Manager · Boutique (under $100M) | $10.2M | 12 | 24 | 1 | 03/12/2026 | ☆ |