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 |
|---|---|---|---|---|---|---|---|---|---|
| 25451 | Alveo Wealth Management, Llc CRD 166898 | Mexico City | Private Fund Manager · Boutique (under $100M) | $9.4M | 13 | 13 | 4 | 02/10/2026 | ☆ |
| 25452 | Virgo Digital Asset Management Inc. CRD 335668 | North York | Wealth Manager · Boutique (under $100M) | $9.4M | 33 | 33 | 8 | 04/01/2026 | ☆ |
| 25453 | Elemental Wealth Advisors, Llc CRD 304854 | San Luis Obispo, CA | Wealth Manager · Boutique (under $100M) | $9.4M | 15 | 44 | 1 | 01/13/2026 | ☆ |
| 25454 | Yz Financial Advisors Llc CRD 314477 | Wealth Manager · Boutique (under $100M) | $9.4M | 22 | 45 | 1 | 03/18/2026 | ☆ | |
| 25455 | Allegiant Financial Advisors, Llc CRD 141047 | Miami Beach, FL | Insurance-Affiliated · Boutique (under $100M) | $9.4M | 27 | 27 | 1 | 04/15/2026 | ☆ |
| 25456 | Valuetree Financial Llc CRD 304226 | Wealth Manager · Boutique (under $100M) | $9.4M | 20 | 39 | 1 | 07/17/2026 | ☆ | |
| 25457 | Blue Ridge Investments Llc CRD 318314 | Investment Adviser · Boutique (under $100M) | $9.4M | 3 | 3 | 1 | 06/09/2026 | ☆ | |
| 25458 | Wheeler Financial Planning Llc CRD 281352 | St. Charles, MO | Wealth Manager · Boutique (under $100M) | $9.4M | 44 | 44 | 1 | 06/16/2026 | ☆ |
| 25459 | Index Portfolio Tools Advisors CRD 159434 | Wealth Manager · Boutique (under $100M) | $9.4M | 16 | 30 | 1 | 03/30/2026 | ☆ | |
| 25460 | Jw Golden Gate Investment, Llc CRD 307330 | Wealth Manager · Boutique (under $100M) | $9.4M | 7 | 7 | 1 | 06/30/2026 | ☆ | |
| 25461 | Maney Wealth Llc CRD 340078 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $9.4M | 2 | 8 | 1 | 05/08/2026 | ☆ |
| 25462 | Ujjval Investments, Llc CRD 156162 | Wealth Manager · Boutique (under $100M) | $9.4M | 14 | 14 | 1 | 11/07/2025 | ☆ | |
| 25463 | Kelly & Associates, Llc CRD 123466 | Wealth Manager · Boutique (under $100M) | $9.4M | 27 | 48 | 1 | 03/30/2026 | ☆ | |
| 25464 | Real Life Planning, Llc CRD 304695 | Wealth Manager · Boutique (under $100M) | $9.4M | 23 | 70 | 1 | 05/04/2026 | ☆ | |
| 25465 | 49 Th Parallel Wealth Management, Llc CRD 332829 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $9.4M | 13 | 20 | 2 | 04/27/2026 | ☆ |
| 25466 | Emerald Research Corporation CRD 113918 | Mutual Fund / Asset Manager · Boutique (under $100M) | $9.4M | 1 | 1 | 1 | 02/17/2026 | ☆ | |
| 25467 | Global Diversified Investments CRD 157326 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $9.4M | 15 | 14 | 1 | 05/11/2026 | ☆ |
| 25468 | Wayzata Investment Partners Llc CRD 132046 | Wayzata, MN | Private Fund Manager · Boutique (under $100M) | $9.4M | 2 | 2 | 4 | 03/30/2026 | ☆ |
| 25469 | Ln Capital Management Llc CRD 304371 | Wealth Manager · Boutique (under $100M) | $9.4M | 41 | 53 | 1 | 03/30/2026 | ☆ | |
| 25470 | R.A.I. Financial Services, Inc. CRD 128596 | Lynnfield, MA | Wealth Manager · Boutique (under $100M) | $9.4M | 99 | 99 | 3 | 10/25/2021 | ☆ |
| 25471 | Jamiel Financial Advisors, Llc CRD 326018 | Barrington, RI | Insurance-Affiliated · Boutique (under $100M) | $9.4M | 77 | 77 | 1 | 02/08/2026 | ☆ |
| 25472 | Foundation Associates Asset Management Inc. CRD 315012 | Wealth Manager · Boutique (under $100M) | $9.4M | 7 | 7 | 1 | 02/05/2026 | ☆ | |
| 25473 | Tbms Wealth Llc CRD 304191 | Wealth Manager · Boutique (under $100M) | $9.4M | 13 | 39 | 1 | 03/30/2026 | ☆ | |
| 25474 | Longview Financial, Inc. CRD 116365 | Wealth Manager · Boutique (under $100M) | $9.4M | 8 | 8 | 1 | 01/04/2023 | ☆ | |
| 25475 | Chauche & Associates Llc CRD 128239 | Investment Adviser · Boutique (under $100M) | $9.3M | 22 | 1 | 04/02/2015 | ☆ | ||
| 25476 | Elgon Financial Advisors Llc CRD 310458 | Wealth Manager · Boutique (under $100M) | $9.3M | 17 | 54 | 1 | 04/27/2026 | ☆ | |
| 25477 | Sunflower Financial Planning, Llc CRD 329654 | Wealth Manager · Boutique (under $100M) | $9.3M | 20 | 18 | 1 | 02/24/2026 | ☆ | |
| 25478 | Dlw Financial Management, Llc CRD 166516 | Insurance-Affiliated · Boutique (under $100M) | $9.3M | 32 | 32 | 1 | 03/24/2026 | ☆ | |
| 25479 | C. O. Overbey, Jr Llc CRD 117192 | Wealth Manager · Boutique (under $100M) | $9.3M | 5 | 12 | 1 | 03/19/2026 | ☆ | |
| 25480 | Proactive Wealth Management, Inc. CRD 301232 | Draper, UT | Insurance-Affiliated · Boutique (under $100M) | $9.3M | 47 | 71 | 1 | 03/30/2026 | ☆ |
| 25481 | Spartan Wealth Solutions Llc CRD 297328 | Wealth Manager · Boutique (under $100M) | $9.3M | 9 | 34 | 1 | 03/30/2026 | ☆ | |
| 25482 | Von Halle, Allan CRD 311062 | Endowment & Foundation Advisor · Boutique (under $100M) | $9.3M | 5 | 5 | 1 | 03/19/2026 | ☆ | |
| 25483 | Vestwyze, Llc CRD 289127 | Orlando, FL | Wealth Manager · Boutique (under $100M) | $9.3M | 82 | 124 | 2 | 03/11/2026 | ☆ |
| 25484 | Gaard Capital Llc CRD 332413 | Wealth Manager · Boutique (under $100M) | $9.3M | 4 | 4 | 1 | 07/22/2026 | ☆ | |
| 25485 | 111 Th Street Investments Llc CRD 164265 | Wealth Manager · Boutique (under $100M) | $9.3M | 30 | 71 | 1 | 03/31/2026 | ☆ | |
| 25486 | Bragg Comer Financial Advisors, Llc CRD 147750 | Wealth Manager · Boutique (under $100M) | $9.3M | 23 | 53 | 1 | 03/11/2026 | ☆ | |
| 25487 | Empowerment Financial Advisors Llc CRD 314497 | Irving, TX | Wealth Manager · Boutique (under $100M) | $9.3M | 29 | 49 | 1 | 03/30/2026 | ☆ |
| 25488 | Goalfocus Financial, Llc CRD 145727 | Aventura, FL | Wealth Manager · Boutique (under $100M) | $9.3M | 14 | 14 | 1 | 01/28/2026 | ☆ |
| 25489 | Kmr Financial Advisory, Inc. CRD 286058 | Wealth Manager · Boutique (under $100M) | $9.3M | 14 | 23 | 1 | 01/29/2026 | ☆ | |
| 25490 | Clw Financial Planning Llc CRD 297244 | Wealth Manager · Boutique (under $100M) | $9.3M | 7 | 20 | 1 | 01/14/2026 | ☆ | |
| 25491 | Plan2 Prosper Llc. CRD 150292 | Andover, NJ | Wealth Manager · Boutique (under $100M) | $9.3M | 6 | 6 | 2 | 03/17/2026 | ☆ |
| 25492 | Rich Michaels Investments, Llc CRD 313661 | Wealth Manager · Boutique (under $100M) | $9.3M | 41 | 41 | 1 | 02/01/2026 | ☆ | |
| 25493 | Fivepoints Financial Planning Llc CRD 307007 | Peachtree City, GA | Wealth Manager · Boutique (under $100M) | $9.3M | 18 | 96 | 1 | 01/12/2026 | ☆ |
| 25494 | Catey, Inc. CRD 316011 | Wealth Manager · Boutique (under $100M) | $9.3M | 16 | 21 | 2 | 03/29/2026 | ☆ | |
| 25495 | Robert Thomas Bishop Iii CRD 142192 | Tampa, FL | Insurance-Affiliated · Boutique (under $100M) | $9.3M | 23 | 38 | 1 | 03/29/2026 | ☆ |
| 25496 | Double Seven Wealth Group, Llc CRD 306038 | Amarillo, TX | Wealth Manager · Boutique (under $100M) | $9.3M | 31 | 31 | 1 | 03/30/2026 | ☆ |
| 25497 | Chieco Capital Management, Llc CRD 149539 | Wealth Manager · Boutique (under $100M) | $9.3M | 6 | 33 | 1 | 03/30/2026 | ☆ | |
| 25498 | Indie Financial Planning, Llc CRD 281529 | Wealth Manager · Boutique (under $100M) | $9.3M | 28 | 28 | 1 | 03/09/2026 | ☆ | |
| 25499 | Integrated Wealth Solutions, Llc CRD 172483 | Manalapan, NJ | Insurance-Affiliated · Boutique (under $100M) | $9.3M | 15 | 29 | 1 | 04/28/2026 | ☆ |
| 25500 | Maxwell Advisory Services Inc CRD 104922 | Troy, MI | Wealth Manager · Boutique (under $100M) | $9.2M | 24 | 35 | 1 | 03/23/2026 | ☆ |