Investment advisers
45,185 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 |
|---|---|---|---|---|---|---|---|---|---|
| 25451 | Owtur Investment Advisors, Llc CRD 323349 | Wealth Manager · Boutique (under $100M) | $9.8M | 1 | 1 | 1 | 03/11/2026 | ☆ | |
| 25452 | Sullivan Financial, Llc CRD 333496 | Okemos, MI | Wealth Manager · Boutique (under $100M) | $9.8M | 7 | 24 | 2 | 03/31/2026 | ☆ |
| 25453 | Abg Financial Services, Inc. CRD 170225 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $9.8M | 62 | 62 | 1 | 02/26/2025 | ☆ |
| 25454 | Mth Trading & Capital Management, Llc CRD 150448 | Wealth Manager · Boutique (under $100M) | $9.8M | 13 | 27 | 1 | 08/14/2026 | ☆ | |
| 25455 | Witter & Lester Inc CRD 133913 | Wealth Manager · Boutique (under $100M) | $9.8M | 4 | 6 | 2 | 08/27/2026 | ☆ | |
| 25456 | Katir, Easan CRD 121845 | Wealth Manager · Boutique (under $100M) | $9.8M | 63 | 50 | 1 | 03/24/2026 | ☆ | |
| 25457 | Amerina International Capital Management Llc CRD 164030 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $9.8M | 5 | 9 | 1 | 03/31/2026 | ☆ |
| 25458 | Ford Investment Counsel Llc CRD 317600 | Wealth Manager · Boutique (under $100M) | $9.8M | 10 | 19 | 1 | 02/13/2026 | ☆ | |
| 25459 | Sol Financial Llc CRD 333387 | Miami, FL | Wealth Manager · Boutique (under $100M) | $9.8M | 36 | 71 | 1 | 06/26/2026 | ☆ |
| 25460 | Ronald J. Rich Financial Advising Ltd. CRD 132696 | Wealth Manager · Boutique (under $100M) | $9.8M | 13 | 24 | 1 | 04/17/2026 | ☆ | |
| 25461 | Anchored Wealth Management Llc CRD 331693 | The Woodlands, TX | Wealth Manager · Boutique (under $100M) | $9.8M | 49 | 53 | 2 | 04/24/2026 | ☆ |
| 25462 | Cvw Financial, Llc CRD 317756 | Wealth Manager · Boutique (under $100M) | $9.8M | 36 | 49 | 1 | 07/30/2026 | ☆ | |
| 25463 | Kompass Financial Advisors, Inc. CRD 135401 | Insurance-Affiliated · Boutique (under $100M) | $9.8M | 32 | 32 | 1 | 08/26/2026 | ☆ | |
| 25464 | Champion Financial Planning Llc CRD 311684 | Wealth Manager · Boutique (under $100M) | $9.8M | 11 | 40 | 1 | 06/23/2026 | ☆ | |
| 25465 | Hommel Wealth Management, Inc. CRD 277166 | Garden City, NY | Wealth Manager · Boutique (under $100M) | $9.8M | 63 | 63 | 1 | 07/22/2026 | ☆ |
| 25466 | Simplified Wealth Llc CRD 318522 | Wealth Manager · Boutique (under $100M) | $9.7M | 32 | 60 | 1 | 03/31/2026 | ☆ | |
| 25467 | Capstone Global Advisors, Llc CRD 277104 | Wealth Manager · Boutique (under $100M) | $9.7M | 33 | 76 | 1 | 07/21/2026 | ☆ | |
| 25468 | Adaptive Financial Solutions Inc CRD 293198 | Wealth Manager · Boutique (under $100M) | $9.7M | 10 | 27 | 1 | 03/31/2026 | ☆ | |
| 25469 | Fpr Investments Llc CRD 331752 | Wealth Manager · Boutique (under $100M) | $9.7M | 6 | 10 | 1 | 03/16/2026 | ☆ | |
| 25470 | Dreamfield Planning Group, Llc CRD 316550 | Braintree, MA | Wealth Manager · Boutique (under $100M) | $9.7M | 12 | 44 | 1 | 08/17/2026 | ☆ |
| 25471 | Ball Wealth Management Llc CRD 133583 | Wealth Manager · Boutique (under $100M) | $9.7M | 9 | 9 | 1 | 07/10/2024 | ☆ | |
| 25472 | Ze Capital Llc CRD 301192 | Private Fund Manager · Boutique (under $100M) | $9.7M | 1 | 1 | 2 | 09/29/2026 | ☆ | |
| 25473 | Nichols Wealth Advisors, Llc CRD 284400 | Insurance-Affiliated · Boutique (under $100M) | $9.7M | 11 | 21 | 1 | 04/11/2025 | ☆ | |
| 25474 | Schneider, Franz CRD 130464 | Wealth Manager · Boutique (under $100M) | $9.7M | 7 | 16 | 1 | 03/16/2026 | ☆ | |
| 25475 | Mcdonnell Financial Services CRD 282462 | Wealth Manager · Boutique (under $100M) | $9.7M | 6 | 6 | 1 | 09/25/2026 | ☆ | |
| 25476 | Diversified Consumer Planning Llc CRD 151869 | Wealth Manager · Boutique (under $100M) | $9.7M | 50 | 79 | 2 | 01/22/2026 | ☆ | |
| 25477 | Fieldstone Money Management, Inc. CRD 126510 | Wealth Manager · Boutique (under $100M) | $9.7M | 57 | 70 | 2 | 03/25/2026 | ☆ | |
| 25478 | Epoch Family Wealth, Llc CRD 286107 | Wealth Manager · Boutique (under $100M) | $9.7M | 9 | 9 | 1 | 12/06/2024 | ☆ | |
| 25479 | Smr Strategic Investments, Llc CRD 319433 | Wealth Manager · Boutique (under $100M) | $9.7M | 16 | 34 | 1 | 03/25/2026 | ☆ | |
| 25480 | Bison Wealth Management, Llc CRD 297943 | Wealth Manager · Boutique (under $100M) | $9.7M | 7 | 27 | 1 | 04/14/2026 | ☆ | |
| 25481 | Davenport Advisors 14 Llc CRD 147675 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $9.7M | 1 | 1 | 1 | 03/09/2026 | ☆ |
| 25482 | Haas Capital Management Llc CRD 156707 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $9.7M | 11 | 11 | 1 | 01/06/2026 | ☆ |
| 25483 | Portolan Financial Planning Llc CRD 291370 | Wealth Manager · Boutique (under $100M) | $9.7M | 46 | 148 | 1 | 03/31/2026 | ☆ | |
| 25484 | Higher Impact Financial, Llc CRD 331938 | Riverside, CA | Wealth Manager · Boutique (under $100M) | $9.7M | 109 | 200 | 1 | 05/27/2026 | ☆ |
| 25485 | Vdb Wealth Llc CRD 334639 | Wealth Manager · Boutique (under $100M) | $9.7M | 7 | 45 | 1 | 02/19/2026 | ☆ | |
| 25486 | Hdi Capital Llc CRD 277119 | Investment Adviser · Boutique (under $100M) | $9.7M | 4 | 3 | 03/20/2026 | ☆ | ||
| 25487 | Wrk Investments, Llc CRD 156457 | Wealth Manager · Boutique (under $100M) | $9.7M | 11 | 15 | 1 | 03/27/2026 | ☆ | |
| 25488 | Whisper Wealth Builders, Llc CRD 310842 | Wealth Manager · Boutique (under $100M) | $9.7M | 34 | 41 | 1 | 03/16/2026 | ☆ | |
| 25489 | Bright Forge Capital, Llc CRD 291047 | Wealth Manager · Boutique (under $100M) | $9.7M | 16 | 53 | 1 | 12/15/2025 | ☆ | |
| 25490 | Kehoe Investment Services, Inc CRD 148997 | Wealth Manager · Boutique (under $100M) | $9.7M | 10 | 10 | 1 | 02/11/2026 | ☆ | |
| 25491 | Forecast Financial Llc CRD 168316 | Newberry, FL | Wealth Manager · Boutique (under $100M) | $9.7M | 37 | 49 | 1 | 05/20/2026 | ☆ |
| 25492 | Five Stone Capital, Llc CRD 133190 | Private Fund Manager · Boutique (under $100M) | $9.7M | 3 | 3 | 2 | 07/28/2026 | ☆ | |
| 25493 | Total Return Llc CRD 291998 | Linthicum Heights, MD | Insurance-Affiliated · Boutique (under $100M) | $9.7M | 14 | 24 | 1 | 02/09/2026 | ☆ |
| 25494 | Young, Guy Cameron CRD 135388 | Insurance-Affiliated · Boutique (under $100M) | $9.7M | 27 | 27 | 1 | 03/31/2026 | ☆ | |
| 25495 | Onitus Capital, Llc CRD 321632 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $9.6M | 59 | 67 | 1 | 03/13/2026 | ☆ |
| 25496 | Bright Legacy Llc CRD 318338 | Chino Hills, CA | Wealth Manager · Boutique (under $100M) | $9.6M | 40 | 146 | 2 | 04/22/2026 | ☆ |
| 25497 | Elite Wealth Partners, Llc CRD 289355 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 51 | 76 | 1 | 03/12/2025 | ☆ | |
| 25498 | Selah Wealth Advisors Llc CRD 328518 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 67 | 70 | 1 | 03/31/2026 | ☆ | |
| 25499 | Calculated Financial Solutions, Llc CRD 140028 | Cedarhurst, NY | Wealth Manager · Boutique (under $100M) | $9.6M | 35 | 35 | 1 | 03/11/2026 | ☆ |
| 25500 | Spicer Capital, Llc CRD 312505 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 41 | 103 | 2 | 03/30/2026 | ☆ |