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 |
|---|---|---|---|---|---|---|---|---|---|
| 25901 | Lionsoul Global Advisors Llc CRD 324883 | London | Wealth Manager · Boutique (under $100M) | $8.2M | 37 | 31 | 1 | 04/01/2026 | ☆ |
| 25902 | Third Tier Wealth Management, Llc CRD 318965 | Jericho, NY | Wealth Manager · Boutique (under $100M) | $8.1M | 9 | 23 | 1 | 02/04/2026 | ☆ |
| 25903 | Beofor Capital Llc CRD 317968 | Wealth Manager · Boutique (under $100M) | $8.1M | 5 | 20 | 1 | 03/31/2026 | ☆ | |
| 25904 | Paradox Investment Partners Llc CRD 307439 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $8.1M | 12 | 15 | 1 | 03/26/2026 | ☆ |
| 25905 | 710 Consulting Group, Llc CRD 321201 | Pembroke Pines, FL | Wealth Manager · Boutique (under $100M) | $8.1M | 14 | 14 | 1 | 04/30/2025 | ☆ |
| 25906 | Schram, Lori CRD 329637 | Kansas City, MO | Wealth Manager · Boutique (under $100M) | $8.1M | 8 | 1 | 03/12/2024 | ☆ | |
| 25907 | Mccary Anheuser Wealth Management, Llc CRD 306810 | West Hartford, CT | Wealth Manager · Boutique (under $100M) | $8.1M | 5 | 3 | 1 | 02/11/2026 | ☆ |
| 25908 | Abram Asset Management, Inc. CRD 151265 | Wealth Manager · Boutique (under $100M) | $8.1M | 13 | 19 | 1 | 01/20/2026 | ☆ | |
| 25909 | Moonbridge Financial Design, Llc CRD 329605 | Wealth Manager · Boutique (under $100M) | $8.1M | 15 | 35 | 1 | 02/08/2026 | ☆ | |
| 25910 | Ridley Wealth Management Llc CRD 337811 | Wealth Manager · Boutique (under $100M) | $8.1M | 8 | 31 | 1 | 01/14/2026 | ☆ | |
| 25911 | Financial Freedom Management Llc CRD 281293 | Wealth Manager · Boutique (under $100M) | $8.1M | 21 | 75 | 2 | 03/02/2026 | ☆ | |
| 25912 | Vantage Point Wealth Management, Llc CRD 161166 | Insurance-Affiliated · Boutique (under $100M) | $8.1M | 21 | 21 | 1 | 07/13/2026 | ☆ | |
| 25913 | Foster Investment Management, Llc CRD 148766 | Wealth Manager · Boutique (under $100M) | $8.1M | 6 | 6 | 1 | 03/26/2026 | ☆ | |
| 25914 | Advanced Investment Strategies, Llc CRD 312562 | Wealth Manager · Boutique (under $100M) | $8.1M | 35 | 60 | 2 | 01/21/2026 | ☆ | |
| 25915 | Cox Gestao De Recursos Ltda. CRD 154897 | São Paulo | Private Fund Manager · Boutique (under $100M) | $8.1M | 2 | 2 | 4 | 02/04/2026 | ☆ |
| 25916 | Building Equities, Llc CRD 313539 | Wealth Manager · Boutique (under $100M) | $8.1M | 136 | 136 | 1 | 03/05/2026 | ☆ | |
| 25917 | Vivuto, Llc CRD 300385 | Washington, DC | Wealth Manager · Boutique (under $100M) | $8.1M | 111 | 138 | 1 | 03/19/2024 | ☆ |
| 25918 | Wullschleger Group Llc CRD 326769 | Madison, WI | Wealth Manager · Boutique (under $100M) | $8.1M | 15 | 40 | 2 | 01/20/2026 | ☆ |
| 25919 | Revise Capital Llc CRD 327778 | Wealth Manager · Boutique (under $100M) | $8.1M | 2 | 12 | 1 | 03/20/2026 | ☆ | |
| 25920 | Alternity Investment Advisors, Llc CRD 159463 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $8.1M | 25 | 25 | 1 | 03/07/2026 | ☆ |
| 25921 | Envest Advisors, Llc CRD 338053 | Myrtle Beach, SC | Wealth Manager · Boutique (under $100M) | $8.1M | 45 | 84 | 4 | 09/24/2026 | ☆ |
| 25922 | Bird Rock Management, Llc CRD 174293 | Laguna Beach, CA | Private Fund Manager · Boutique (under $100M) | $8.1M | 1 | 1 | 2 | 09/22/2026 | ☆ |
| 25923 | Retegy Llc CRD 294291 | Wealth Manager · Boutique (under $100M) | $8.1M | 7 | 36 | 1 | 05/27/2026 | ☆ | |
| 25924 | The Financial Advocate Corporation CRD 159638 | Indianapolis, IN | Insurance-Affiliated · Boutique (under $100M) | $8.1M | 6 | 3 | 1 | 03/27/2025 | ☆ |
| 25925 | Bluestone Wealth Planning, Llc CRD 169555 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $8.1M | 22 | 43 | 1 | 07/30/2026 | ☆ |
| 25926 | Respire Wealth Management, Llc CRD 288245 | Wealth Manager · Boutique (under $100M) | $8.1M | 61 | 89 | 2 | 03/31/2026 | ☆ | |
| 25927 | Masterworks Advisers, Llc CRD 324239 | New York, NY | Wealth Manager · Boutique (under $100M) | $8.1M | 1,045 | 1,045 | 13 | 07/29/2026 | ☆ |
| 25928 | Cresvita Capital Llc CRD 333252 | Wealth Manager · Boutique (under $100M) | $8.1M | 9 | 27 | 1 | 03/12/2026 | ☆ | |
| 25929 | Irish Capital Llc CRD 334498 | Wealth Manager · Boutique (under $100M) | $8.1M | 78 | 148 | 1 | 02/06/2026 | ☆ | |
| 25930 | 10 Th Street Capital Llc CRD 325171 | Insurance-Affiliated · Boutique (under $100M) | $8.1M | 20 | 25 | 1 | 01/06/2026 | ☆ | |
| 25931 | Brewer Financial Strategies Llc CRD 327062 | Wealth Manager · Boutique (under $100M) | $8.1M | 12 | 64 | 1 | 03/23/2026 | ☆ | |
| 25932 | 1180 Manager Llc CRD 335245 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $8.1M | 1 | 1 | 4 | 03/19/2026 | ☆ |
| 25933 | Hornsby Asset Management, Llc CRD 170180 | Wealth Manager · Boutique (under $100M) | $8.1M | 42 | 42 | 1 | 08/25/2026 | ☆ | |
| 25934 | Plan & Act Pension Advisors CRD 284453 | Institutional / Pension Advisor · Boutique (under $100M) | $8.0M | 14 | 14 | 3 | 04/01/2026 | ☆ | |
| 25935 | Wright Planning, Llc CRD 319025 | Fishers, IN | Wealth Manager · Boutique (under $100M) | $8.0M | 13 | 48 | 2 | 02/27/2026 | ☆ |
| 25936 | Fair Park Capital Management Llc CRD 318117 | Insurance-Affiliated · Boutique (under $100M) | $8.0M | 28 | 54 | 1 | 03/25/2026 | ☆ | |
| 25937 | Alpha Lab Asset Management Inc. CRD 327388 | Wealth Manager · Boutique (under $100M) | $8.0M | 4 | 15 | 2 | 03/25/2026 | ☆ | |
| 25938 | Rudd, Fred Lynn CRD 111341 | Wealth Manager · Boutique (under $100M) | $8.0M | 19 | 19 | 1 | 01/17/2026 | ☆ | |
| 25939 | Maximus Wealth Advisors Llc CRD 299455 | Salt Lake City, UT | Wealth Manager · Boutique (under $100M) | $8.0M | 12 | 12 | 1 | 03/17/2026 | ☆ |
| 25940 | Mcwilliams Asset Management Inc. CRD 331404 | San Marcos, CA | Wealth Manager · Boutique (under $100M) | $8.0M | 27 | 27 | 1 | 06/24/2026 | ☆ |
| 25941 | Malvern Ridge Wealth Management CRD 297714 | Englewood Cliffs, NJ | Insurance-Affiliated · Boutique (under $100M) | $8.0M | 22 | 22 | 1 | 03/31/2026 | ☆ |
| 25942 | Roscoe Capital Management, Llc CRD 175129 | Wealth Manager · Boutique (under $100M) | $8.0M | 19 | 52 | 1 | 03/05/2026 | ☆ | |
| 25943 | Oakwood Advisory Group, Llc CRD 159691 | Private Fund Manager · Boutique (under $100M) | $8.0M | 12 | 21 | 1 | 09/15/2026 | ☆ | |
| 25944 | Lasure Capital Management, Ltd. CRD 128960 | Wealth Manager · Boutique (under $100M) | $8.0M | 9 | 20 | 1 | 05/11/2026 | ☆ | |
| 25945 | Hanks Capital Management, Llc CRD 168206 | Wealth Manager · Boutique (under $100M) | $8.0M | 24 | 38 | 2 | 03/31/2026 | ☆ | |
| 25946 | Wh Wealth Management Llc CRD 145680 | Wealth Manager · Boutique (under $100M) | $8.0M | 34 | 64 | 1 | 08/18/2026 | ☆ | |
| 25947 | Athyra Financial Partners, Llc CRD 340781 | Wealth Manager · Boutique (under $100M) | $8.0M | 8 | 21 | 1 | 09/30/2026 | ☆ | |
| 25948 | Bleidorn Tax & Investment Services, Llc CRD 149544 | Wealth Manager · Boutique (under $100M) | $8.0M | 47 | 47 | 1 | 01/02/2026 | ☆ | |
| 25949 | Bloch Private Wealth, Llc CRD 144135 | Wealth Manager · Boutique (under $100M) | $8.0M | 7 | 24 | 1 | 02/18/2026 | ☆ | |
| 25950 | Charles Joseph Consentino, Iii CRD 128936 | Middleton, MA | Wealth Manager · Boutique (under $100M) | $8.0M | 50 | 50 | 1 | 07/12/2019 | ☆ |