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 |
|---|---|---|---|---|---|---|---|---|---|
| 25601 | Chess Financial Planning Llc CRD 292777 | Wealth Manager · Boutique (under $100M) | $8.9M | 37 | 80 | 1 | 04/02/2026 | ☆ | |
| 25602 | Covington Investment Management, Llc CRD 160430 | New Orleans, LA | Private Fund Manager · Boutique (under $100M) | $8.9M | 1 | 1 | 3 | 02/27/2026 | ☆ |
| 25603 | Reichel Management Company Llc CRD 325495 | Wealth Manager · Boutique (under $100M) | $8.9M | 2 | 3 | 1 | 02/17/2026 | ☆ | |
| 25604 | Stonehurst Capital Management, Llc CRD 282668 | Wealth Manager · Boutique (under $100M) | $8.9M | 8 | 8 | 1 | 02/10/2026 | ☆ | |
| 25605 | Elevate Financial Llc CRD 172375 | Wealth Manager · Boutique (under $100M) | $8.9M | 51 | 47 | 1 | 10/09/2025 | ☆ | |
| 25606 | Grand Street Capital Management, L.L.C. CRD 150293 | Winston Salem, NC | Wealth Manager · Boutique (under $100M) | $8.9M | 34 | 34 | 1 | 03/30/2026 | ☆ |
| 25607 | Xy Investments (Hk) Ltd CRD 306443 | Hong Kong | Private Fund Manager · Boutique (under $100M) | $8.9M | 3 | 3 | 3 | 09/16/2025 | ☆ |
| 25608 | Integral Financial Planners, Llc CRD 327666 | Wealth Manager · Boutique (under $100M) | $8.9M | 10 | 23 | 1 | 03/31/2026 | ☆ | |
| 25609 | Mcdevitt & Bird Investment Management Co CRD 109920 | Wealth Manager · Boutique (under $100M) | $8.9M | 14 | 14 | 1 | 03/17/2026 | ☆ | |
| 25610 | Cbiz Financial Solutions, Inc. CRD 16678 | Cleveland, OH | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $8.9M | 11 | 11 | 19 | 03/05/2026 | ☆ |
| 25611 | Palmerton Financial Services, Llc CRD 124283 | Wealth Manager · Boutique (under $100M) | $8.9M | 17 | 17 | 1 | 05/01/2026 | ☆ | |
| 25612 | Rlr Capital Management, Inc. CRD 127815 | New Canaan, CT | Wealth Manager · Boutique (under $100M) | $8.9M | 7 | 10 | 1 | 03/12/2026 | ☆ |
| 25613 | Coleman River Capital Llc CRD 128421 | Wealth Manager · Boutique (under $100M) | $8.9M | 18 | 30 | 1 | 04/13/2026 | ☆ | |
| 25614 | Blue Monarch Financial Inc. CRD 330561 | Greenville, TX | Insurance-Affiliated · Boutique (under $100M) | $8.9M | 44 | 68 | 3 | 08/13/2026 | ☆ |
| 25615 | Flores Bayne Llc CRD 312216 | Wealth Manager · Boutique (under $100M) | $8.9M | 20 | 1 | 03/25/2026 | ☆ | ||
| 25616 | Alton Point Advisors, Llc CRD 323001 | Wealth Manager · Boutique (under $100M) | $8.8M | 26 | 59 | 1 | 03/28/2026 | ☆ | |
| 25617 | Gargas Investments Llc CRD 323947 | Van Buren, MO | Wealth Manager · Boutique (under $100M) | $8.8M | 37 | 37 | 1 | 07/15/2026 | ☆ |
| 25618 | Myrmidon Private Capital, Llc CRD 298125 | Wealth Manager · Boutique (under $100M) | $8.8M | 27 | 41 | 1 | 03/31/2026 | ☆ | |
| 25619 | Grey Capital Management Llc CRD 326464 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $8.8M | 12 | 12 | 1 | 03/31/2026 | ☆ |
| 25620 | Br Capital, Inc. CRD 131592 | Camas, WA | Insurance-Affiliated · Boutique (under $100M) | $8.8M | 47 | 46 | 1 | 03/17/2026 | ☆ |
| 25621 | Mrwm Capital Management, Llc CRD 336384 | Nashville, TN | Private Fund Manager · Boutique (under $100M) | $8.8M | 2 | 2 | 2 | 03/11/2026 | ☆ |
| 25622 | Make The Memory Financial Planning, Llc CRD 331666 | Wealth Manager · Boutique (under $100M) | $8.8M | 38 | 161 | 2 | 04/13/2026 | ☆ | |
| 25623 | Reliant Capital Management, Llc CRD 118615 | Wealth Manager · Boutique (under $100M) | $8.8M | 12 | 1 | 03/09/2026 | ☆ | ||
| 25624 | Alva Capital Management, Llc CRD 281764 | Private Fund Manager · Boutique (under $100M) | $8.8M | 2 | 5 | 2 | 01/12/2026 | ☆ | |
| 25625 | Greene & Company Financial Services Llc CRD 126875 | Insurance-Affiliated · Boutique (under $100M) | $8.8M | 69 | 69 | 1 | 08/14/2024 | ☆ | |
| 25626 | Stone Wall Money Management Llc CRD 331409 | Shelton, CT | Insurance-Affiliated · Boutique (under $100M) | $8.8M | 67 | 78 | 6 | 05/28/2026 | ☆ |
| 25627 | R&V Personal Finance, Llc CRD 301513 | Wealth Manager · Boutique (under $100M) | $8.8M | 16 | 16 | 1 | 03/05/2026 | ☆ | |
| 25628 | Cypress Stone Capital Llc CRD 314764 | Lakewood Ranch, FL | Wealth Manager · Boutique (under $100M) | $8.8M | 16 | 16 | 1 | 03/16/2026 | ☆ |
| 25629 | Ga Advisors Llc CRD 291925 | Wealth Manager · Boutique (under $100M) | $8.8M | 10 | 10 | 1 | 02/08/2026 | ☆ | |
| 25630 | Park Lane Financial Group Llc CRD 332774 | West Pittston, PA | Insurance-Affiliated · Boutique (under $100M) | $8.8M | 45 | 50 | 3 | 03/04/2026 | ☆ |
| 25631 | Oliver Regan Advisors, Llc CRD 282887 | Endowment & Foundation Advisor · Boutique (under $100M) | $8.8M | 3 | 3 | 1 | 02/28/2026 | ☆ | |
| 25632 | Harvest Horizon Wealth Strategies Llc CRD 334859 | Amery, WI | Wealth Manager · Boutique (under $100M) | $8.8M | 34 | 78 | 1 | 03/04/2026 | ☆ |
| 25633 | Maxwell Financial Group, Inc CRD 167863 | Sherwood, OR | Insurance-Affiliated · Boutique (under $100M) | $8.8M | 33 | 35 | 3 | 03/17/2026 | ☆ |
| 25634 | Cif Advisors Inc. CRD 306645 | Sacramento, CA | Wealth Manager · Boutique (under $100M) | $8.8M | 120 | 169 | 2 | 02/24/2026 | ☆ |
| 25635 | Ataroke Wealth Llc CRD 323731 | Wealth Manager · Boutique (under $100M) | $8.8M | 6 | 36 | 1 | 03/27/2026 | ☆ | |
| 25636 | Stonewall Equities, Ltd. CRD 130015 | Wealth Manager · Boutique (under $100M) | $8.8M | 26 | 26 | 1 | 03/26/2020 | ☆ | |
| 25637 | Nextgen Financial Advice Llc CRD 292468 | Wealth Manager · Boutique (under $100M) | $8.8M | 49 | 175 | 1 | 05/07/2026 | ☆ | |
| 25638 | Y CRD 288926 | Private Fund Manager · Boutique (under $100M) | $8.8M | 1 | 1 | 3 | 12/09/2025 | ☆ | |
| 25639 | Foresight Management Co., Inc. CRD 132866 | Wealth Manager · Boutique (under $100M) | $8.8M | 24 | 54 | 1 | 06/10/2026 | ☆ | |
| 25640 | 1823 Wealth Management Llc CRD 314022 | Wealth Manager · Boutique (under $100M) | $8.8M | 30 | 41 | 1 | 03/11/2026 | ☆ | |
| 25641 | Ivory Wealth Management Inc CRD 171422 | Insurance-Affiliated · Boutique (under $100M) | $8.7M | 29 | 29 | 1 | 02/18/2026 | ☆ | |
| 25642 | Zuma Capital Management, Llc CRD 285162 | Chamblee, GA | Wealth Manager · Boutique (under $100M) | $8.7M | 12 | 12 | 1 | 03/31/2026 | ☆ |
| 25643 | Walk You To Wealth Llc CRD 334943 | Wealth Manager · Boutique (under $100M) | $8.7M | 11 | 80 | 1 | 03/05/2026 | ☆ | |
| 25644 | Considerate Capital, Llc CRD 309585 | Wealth Manager · Boutique (under $100M) | $8.7M | 6 | 16 | 1 | 03/31/2026 | ☆ | |
| 25645 | Frost Investment Partners, Llc CRD 323172 | Wealth Manager · Boutique (under $100M) | $8.7M | 7 | 7 | 1 | 01/29/2026 | ☆ | |
| 25646 | Pension Planning Solutions, Inc. CRD 126393 | Greensboro, NC | Wealth Manager · Boutique (under $100M) | $8.7M | 13 | 17 | 1 | 02/27/2026 | ☆ |
| 25647 | Bray Financial Advisors Llc CRD 297117 | Wealth Manager · Boutique (under $100M) | $8.7M | 27 | 39 | 1 | 03/09/2026 | ☆ | |
| 25648 | Khaveen Investments Sdn. Bhd. CRD 333688 | Kuala Lumpur, Wilayah Perseketuan | Wealth Manager · Boutique (under $100M) | $8.7M | 15 | 15 | 3 | 03/23/2026 | ☆ |
| 25649 | Plaisier Financial Group Llc CRD 122006 | Wealth Manager · Boutique (under $100M) | $8.7M | 97 | 97 | 1 | 03/23/2023 | ☆ | |
| 25650 | Zion Financial Planning, Llc CRD 289007 | Insurance-Affiliated · Boutique (under $100M) | $8.7M | 76 | 76 | 1 | 03/15/2026 | ☆ |