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 |
|---|---|---|---|---|---|---|---|---|---|
| 26051 | Chow, Brian Gee Yin CRD 124289 | Wealth Manager · Boutique (under $100M) | $7.6M | 3 | 4 | 2 | 04/13/2026 | ☆ | |
| 26052 | Blsh Wealth Management Llc CRD 337744 | Wealth Manager · Boutique (under $100M) | $7.6M | 19 | 2 | 03/06/2026 | ☆ | ||
| 26053 | C.T. Kares Advisory Group, Inc. CRD 117829 | Wealth Manager · Boutique (under $100M) | $7.6M | 25 | 25 | 1 | 02/04/2026 | ☆ | |
| 26054 | Channel Investment Partners Llc CRD 308031 | Mutual Fund / Asset Manager · Boutique (under $100M) | $7.6M | 1 | 1 | 2 | 01/28/2026 | ☆ | |
| 26055 | Atomic Planning Llc CRD 313965 | Wealth Manager · Boutique (under $100M) | $7.6M | 18 | 50 | 1 | 03/31/2026 | ☆ | |
| 26056 | Ethos Financial Planning Llc CRD 333162 | Wealth Manager · Boutique (under $100M) | $7.6M | 15 | 20 | 1 | 02/14/2026 | ☆ | |
| 26057 | Greenwood Wealth Management, Llc CRD 311352 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $7.6M | 34 | 51 | 1 | 03/09/2026 | ☆ |
| 26058 | Griffon Investment Advisors Incorporated CRD 287863 | Troy, MI | Institutional / Pension Advisor · Boutique (under $100M) | $7.6M | 6 | 6 | 1 | 03/25/2026 | ☆ |
| 26059 | Pennsylvania Advisory Services, Inc. CRD 298812 | Wealth Manager · Boutique (under $100M) | $7.6M | 86 | 146 | 2 | 03/27/2026 | ☆ | |
| 26060 | Tandem Views Investment Services, Llc CRD 281611 | Lake Oswego, OR | Wealth Manager · Boutique (under $100M) | $7.6M | 13 | 35 | 1 | 03/17/2026 | ☆ |
| 26061 | Rimac Capital Llc CRD 329760 | Wealth Manager · Boutique (under $100M) | $7.6M | 20 | 45 | 2 | 02/12/2026 | ☆ | |
| 26062 | Fallenbaum Cpa & Advisors, Llc CRD 154314 | Plantation, FL | Wealth Manager · Boutique (under $100M) | $7.6M | 12 | 27 | 1 | 04/23/2026 | ☆ |
| 26063 | Modern Assets, Llc CRD 285269 | Wealth Manager · Boutique (under $100M) | $7.6M | 25 | 54 | 1 | 10/04/2026 | ☆ | |
| 26064 | Townsend, Adam Timothy CRD 166558 | Wealth Manager · Boutique (under $100M) | $7.6M | 22 | 38 | 1 | 03/24/2026 | ☆ | |
| 26065 | Lynch Financial Group Llc CRD 326983 | Denver, CO | Wealth Manager · Boutique (under $100M) | $7.6M | 18 | 46 | 2 | 01/08/2026 | ☆ |
| 26066 | Ravello Partners Llc CRD 164718 | Sag Harbor, NY | Wealth Manager · Boutique (under $100M) | $7.6M | 8 | 8 | 1 | 08/13/2026 | ☆ |
| 26067 | Kv Financial Advice Llc CRD 331462 | Wealth Manager · Boutique (under $100M) | $7.6M | 13 | 1 | 04/01/2026 | ☆ | ||
| 26068 | Haven Financial Partners Llc CRD 336748 | Virginia Beach, VA | Wealth Manager · Boutique (under $100M) | $7.6M | 9 | 39 | 1 | 03/30/2026 | ☆ |
| 26069 | Finacura Advisory Llc CRD 325447 | Cumming, GA | Wealth Manager · Boutique (under $100M) | $7.6M | 17 | 17 | 1 | 01/19/2026 | ☆ |
| 26070 | Analogous Investment Management Limited Liability Company CRD 308409 | Wealth Manager · Boutique (under $100M) | $7.5M | 14 | 27 | 1 | 09/23/2026 | ☆ | |
| 26071 | Iwm Advisory, Llc CRD 308965 | Wealth Manager · Boutique (under $100M) | $7.5M | 79 | 79 | 4 | 03/27/2026 | ☆ | |
| 26072 | Sentry Capital Management, Llc CRD 308480 | Investment Adviser · Boutique (under $100M) | $7.5M | 4 | 7 | 1 | 01/16/2026 | ☆ | |
| 26073 | Fulcrum Wealth Systems, Llc CRD 326548 | Wealth Manager · Boutique (under $100M) | $7.5M | 39 | 39 | 1 | 03/25/2026 | ☆ | |
| 26074 | Global Steward Advisors, Llc CRD 119898 | Leola, PA | Insurance-Affiliated · Boutique (under $100M) | $7.5M | 40 | 96 | 1 | 08/27/2026 | ☆ |
| 26075 | Shryack, John Edward CRD 164184 | Wealth Manager · Boutique (under $100M) | $7.5M | 6 | 13 | 1 | 01/14/2026 | ☆ | |
| 26076 | Crawford, Dennis Earl CRD 124256 | Wealth Manager · Boutique (under $100M) | $7.5M | 52 | 52 | 1 | 02/14/2026 | ☆ | |
| 26077 | Austin Creek Capital, Llc CRD 313554 | Mill Valley, CA | Wealth Manager · Boutique (under $100M) | $7.5M | 23 | 38 | 1 | 07/24/2026 | ☆ |
| 26078 | Gaul, Harry William CRD 169221 | Wealth Manager · Boutique (under $100M) | $7.5M | 5 | 1 | 01/05/2026 | ☆ | ||
| 26079 | Grand Street Wealth Management, Llc CRD 165488 | Wealth Manager · Boutique (under $100M) | $7.5M | 9 | 18 | 1 | 03/25/2026 | ☆ | |
| 26080 | Kanakaris And Associates CRD 285233 | Woodstock, GA | Wealth Manager · Boutique (under $100M) | $7.5M | 62 | 101 | 2 | 03/31/2021 | ☆ |
| 26081 | Cognition Financial Llc CRD 330292 | Wealth Manager · Boutique (under $100M) | $7.5M | 26 | 61 | 1 | 03/27/2026 | ☆ | |
| 26082 | Ctg Wealth Management Llc CRD 329725 | Wealth Manager · Boutique (under $100M) | $7.5M | 10 | 20 | 1 | 02/09/2026 | ☆ | |
| 26083 | Analytical Investment Services CRD 111235 | La Crosse, WI | Wealth Manager · Boutique (under $100M) | $7.5M | 34 | 34 | 1 | 02/05/2026 | ☆ |
| 26084 | 3 Cm Capital Management, Llc CRD 306733 | Insurance-Affiliated · Boutique (under $100M) | $7.5M | 73 | 73 | 2 | 04/14/2026 | ☆ | |
| 26085 | Liberty Solutions Dvbe Inc. CRD 304043 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $7.5M | 29 | 42 | 0 | 03/30/2026 | ☆ |
| 26086 | Csla Financial Inc CRD 283082 | Insurance-Affiliated · Boutique (under $100M) | $7.5M | 122 | 122 | 1 | 09/16/2026 | ☆ | |
| 26087 | Breacher Capital Advisors, Llc CRD 307943 | Stamford, CT | Mutual Fund / Asset Manager · Boutique (under $100M) | $7.5M | 3 | 3 | 3 | 03/16/2022 | ☆ |
| 26088 | Carnahan Capital Management, Llc CRD 328020 | Wealth Manager · Boutique (under $100M) | $7.5M | 6 | 6 | 1 | 02/05/2026 | ☆ | |
| 26089 | Entrusted Wealth Llc CRD 294185 | Kalispell, MT | Wealth Manager · Boutique (under $100M) | $7.5M | 12 | 48 | 1 | 09/21/2026 | ☆ |
| 26090 | First Shelbourne Llc CRD 321045 | Wealth Manager · Boutique (under $100M) | $7.5M | 17 | 23 | 1 | 09/02/2026 | ☆ | |
| 26091 | Fort Eagle Wealth Management, Llc CRD 317575 | Wealth Manager · Boutique (under $100M) | $7.5M | 38 | 56 | 1 | 04/03/2026 | ☆ | |
| 26092 | Kawasaki Financial, Llc CRD 173848 | Wealth Manager · Boutique (under $100M) | $7.5M | 3 | 1 | 01/19/2022 | ☆ | ||
| 26093 | Kell Capital, Llc CRD 334669 | Private Fund Manager · Boutique (under $100M) | $7.5M | 5 | 5 | 1 | 01/23/2026 | ☆ | |
| 26094 | Orion Capital CRD 167516 | Wealth Manager · Boutique (under $100M) | $7.5M | 24 | 26 | 1 | 03/23/2026 | ☆ | |
| 26095 | Stonecastle Asset Management, Llc CRD 166252 | New York, NY | Investment Adviser · Boutique (under $100M) | $7.5M | 1 | 1 | 6 | 03/31/2026 | ☆ |
| 26096 | Zulu Dreams Capital Llc CRD 313960 | Wealth Manager · Boutique (under $100M) | $7.5M | 22 | 39 | 2 | 04/30/2026 | ☆ | |
| 26097 | Stonegate Capital Management, Llc CRD 290956 | Wealth Manager · Boutique (under $100M) | $7.5M | 7 | 8 | 2 | 03/27/2026 | ☆ | |
| 26098 | Unlimited Capital Advisors Llc CRD 313253 | Wealth Manager · Boutique (under $100M) | $7.5M | 13 | 29 | 2 | 03/30/2026 | ☆ | |
| 26099 | Douglas Brian Neyland CRD 113095 | Wealth Manager · Boutique (under $100M) | $7.5M | 4 | 1 | 03/04/2026 | ☆ | ||
| 26100 | Analytic Investment Management Llc CRD 144752 | Wealth Manager · Boutique (under $100M) | $7.5M | 6 | 10 | 2 | 01/16/2026 | ☆ |