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 |
|---|---|---|---|---|---|---|---|---|---|
| 25951 | Rimac Capital Llc CRD 329760 | Wealth Manager · Boutique (under $100M) | $7.6M | 20 | 45 | 2 | 02/12/2026 | ☆ | |
| 25952 | Fallenbaum Cpa & Advisors, Llc CRD 154314 | Plantation, FL | Wealth Manager · Boutique (under $100M) | $7.6M | 12 | 27 | 1 | 04/23/2026 | ☆ |
| 25953 | Modern Assets, Llc CRD 285269 | Wealth Manager · Boutique (under $100M) | $7.6M | 25 | 54 | 1 | 03/30/2026 | ☆ | |
| 25954 | Townsend, Adam Timothy CRD 166558 | Wealth Manager · Boutique (under $100M) | $7.6M | 22 | 38 | 1 | 03/24/2026 | ☆ | |
| 25955 | Lynch Financial Group Llc CRD 326983 | Denver, CO | Wealth Manager · Boutique (under $100M) | $7.6M | 18 | 46 | 2 | 01/08/2026 | ☆ |
| 25956 | Ravello Partners Llc CRD 164718 | Sag Harbor, NY | Wealth Manager · Boutique (under $100M) | $7.6M | 8 | 8 | 1 | 08/13/2026 | ☆ |
| 25957 | Kv Financial Advice Llc CRD 331462 | Wealth Manager · Boutique (under $100M) | $7.6M | 13 | 1 | 04/01/2026 | ☆ | ||
| 25958 | Haven Financial Partners Llc CRD 336748 | Virginia Beach, VA | Wealth Manager · Boutique (under $100M) | $7.6M | 9 | 39 | 1 | 03/30/2026 | ☆ |
| 25959 | Finacura Advisory Llc CRD 325447 | Cumming, GA | Wealth Manager · Boutique (under $100M) | $7.6M | 17 | 17 | 1 | 01/19/2026 | ☆ |
| 25960 | Analogous Investment Management Limited Liability Company CRD 308409 | Wealth Manager · Boutique (under $100M) | $7.5M | 14 | 27 | 1 | 02/13/2026 | ☆ | |
| 25961 | Iwm Advisory, Llc CRD 308965 | Wealth Manager · Boutique (under $100M) | $7.5M | 79 | 79 | 4 | 03/27/2026 | ☆ | |
| 25962 | Sentry Capital Management, Llc CRD 308480 | Investment Adviser · Boutique (under $100M) | $7.5M | 4 | 7 | 1 | 01/16/2026 | ☆ | |
| 25963 | Fulcrum Wealth Systems, Llc CRD 326548 | Wealth Manager · Boutique (under $100M) | $7.5M | 39 | 39 | 1 | 03/25/2026 | ☆ | |
| 25964 | Global Steward Advisors, Llc CRD 119898 | Leola, PA | Insurance-Affiliated · Boutique (under $100M) | $7.5M | 40 | 96 | 1 | 05/12/2026 | ☆ |
| 25965 | Shryack, John Edward CRD 164184 | Wealth Manager · Boutique (under $100M) | $7.5M | 6 | 13 | 1 | 01/14/2026 | ☆ | |
| 25966 | Crawford, Dennis Earl CRD 124256 | Wealth Manager · Boutique (under $100M) | $7.5M | 52 | 52 | 1 | 02/14/2026 | ☆ | |
| 25967 | Austin Creek Capital, Llc CRD 313554 | Mill Valley, CA | Wealth Manager · Boutique (under $100M) | $7.5M | 23 | 38 | 1 | 07/24/2026 | ☆ |
| 25968 | Gaul, Harry William CRD 169221 | Wealth Manager · Boutique (under $100M) | $7.5M | 5 | 1 | 01/05/2026 | ☆ | ||
| 25969 | Grand Street Wealth Management, Llc CRD 165488 | Wealth Manager · Boutique (under $100M) | $7.5M | 9 | 18 | 1 | 03/25/2026 | ☆ | |
| 25970 | Kanakaris And Associates CRD 285233 | Woodstock, GA | Wealth Manager · Boutique (under $100M) | $7.5M | 62 | 101 | 2 | 03/31/2021 | ☆ |
| 25971 | Cognition Financial Llc CRD 330292 | Wealth Manager · Boutique (under $100M) | $7.5M | 26 | 61 | 1 | 03/27/2026 | ☆ | |
| 25972 | Ctg Wealth Management Llc CRD 329725 | Wealth Manager · Boutique (under $100M) | $7.5M | 10 | 20 | 1 | 02/09/2026 | ☆ | |
| 25973 | Analytical Investment Services CRD 111235 | La Crosse, WI | Wealth Manager · Boutique (under $100M) | $7.5M | 34 | 34 | 1 | 02/05/2026 | ☆ |
| 25974 | 3 Cm Capital Management, Llc CRD 306733 | Insurance-Affiliated · Boutique (under $100M) | $7.5M | 73 | 73 | 2 | 04/14/2026 | ☆ | |
| 25975 | Liberty Solutions Dvbe Inc. CRD 304043 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $7.5M | 29 | 42 | 0 | 03/30/2026 | ☆ |
| 25976 | Csla Financial Inc CRD 283082 | Insurance-Affiliated · Boutique (under $100M) | $7.5M | 122 | 122 | 1 | 06/22/2026 | ☆ | |
| 25977 | Breacher Capital Advisors, Llc CRD 307943 | Stamford, CT | Mutual Fund / Asset Manager · Boutique (under $100M) | $7.5M | 3 | 3 | 3 | 03/16/2022 | ☆ |
| 25978 | Carnahan Capital Management, Llc CRD 328020 | Wealth Manager · Boutique (under $100M) | $7.5M | 6 | 6 | 1 | 02/05/2026 | ☆ | |
| 25979 | Entrusted Wealth Llc CRD 294185 | Kalispell, MT | Wealth Manager · Boutique (under $100M) | $7.5M | 12 | 48 | 1 | 03/31/2026 | ☆ |
| 25980 | First Shelbourne Llc CRD 321045 | Wealth Manager · Boutique (under $100M) | $7.5M | 17 | 23 | 1 | 08/07/2026 | ☆ | |
| 25981 | Fort Eagle Wealth Management, Llc CRD 317575 | Wealth Manager · Boutique (under $100M) | $7.5M | 38 | 56 | 1 | 04/03/2026 | ☆ | |
| 25982 | Kawasaki Financial, Llc CRD 173848 | Wealth Manager · Boutique (under $100M) | $7.5M | 3 | 1 | 01/19/2022 | ☆ | ||
| 25983 | Kell Capital, Llc CRD 334669 | Private Fund Manager · Boutique (under $100M) | $7.5M | 5 | 5 | 1 | 01/23/2026 | ☆ | |
| 25984 | Orion Capital CRD 167516 | Wealth Manager · Boutique (under $100M) | $7.5M | 24 | 26 | 1 | 03/23/2026 | ☆ | |
| 25985 | Stonecastle Asset Management, Llc CRD 166252 | New York, NY | Investment Adviser · Boutique (under $100M) | $7.5M | 1 | 1 | 6 | 03/31/2026 | ☆ |
| 25986 | Zulu Dreams Capital Llc CRD 313960 | Wealth Manager · Boutique (under $100M) | $7.5M | 22 | 39 | 2 | 04/30/2026 | ☆ | |
| 25987 | Stonegate Capital Management, Llc CRD 290956 | Wealth Manager · Boutique (under $100M) | $7.5M | 7 | 8 | 2 | 03/27/2026 | ☆ | |
| 25988 | Unlimited Capital Advisors Llc CRD 313253 | Wealth Manager · Boutique (under $100M) | $7.5M | 13 | 29 | 2 | 03/30/2026 | ☆ | |
| 25989 | Douglas Brian Neyland CRD 113095 | Wealth Manager · Boutique (under $100M) | $7.5M | 4 | 1 | 03/04/2026 | ☆ | ||
| 25990 | Analytic Investment Management Llc CRD 144752 | Wealth Manager · Boutique (under $100M) | $7.5M | 6 | 10 | 2 | 01/16/2026 | ☆ | |
| 25991 | Grinstead Wealth Management, Llc CRD 334096 | Albuquerque, NM | Wealth Manager · Boutique (under $100M) | $7.5M | 26 | 92 | 1 | 03/10/2026 | ☆ |
| 25992 | Blue Mountain Financial Planning, Llc CRD 315830 | Wealth Manager · Boutique (under $100M) | $7.5M | 7 | 38 | 1 | 03/29/2026 | ☆ | |
| 25993 | Drs Financial Partners Llc CRD 311660 | Wealth Manager · Boutique (under $100M) | $7.5M | 12 | 1 | 06/30/2026 | ☆ | ||
| 25994 | Simplify Investments CRD 285556 | Wealth Manager · Boutique (under $100M) | $7.5M | 5 | 5 | 1 | 01/26/2026 | ☆ | |
| 25995 | Megaannum Capital, Llc CRD 171002 | Downingtown, PA | Wealth Manager · Boutique (under $100M) | $7.5M | 28 | 55 | 2 | 03/30/2026 | ☆ |
| 25996 | Impact Financial Life Planning Llc CRD 325805 | Wealth Manager · Boutique (under $100M) | $7.5M | 13 | 1 | 03/19/2026 | ☆ | ||
| 25997 | Dhl Wealth Management Limited Liability Company CRD 325335 | Richardson, TX | Wealth Manager · Boutique (under $100M) | $7.5M | 4 | 53 | 4 | 08/12/2026 | ☆ |
| 25998 | Neyrey, Rene' J. CRD 126578 | Clearwater, FL | Insurance-Affiliated · Boutique (under $100M) | $7.4M | 18 | 18 | 1 | 03/08/2025 | ☆ |
| 25999 | Sun Global Llc CRD 317484 | King Of Prussia, PA | Insurance-Affiliated · Boutique (under $100M) | $7.4M | 19 | 20 | 6 | 08/17/2026 | ☆ |
| 26000 | Odyssey Investments, Corp. CRD 315492 | Ocean City, MD | Wealth Manager · Boutique (under $100M) | $7.4M | 19 | 19 | 2 | 03/30/2026 | ☆ |