Investment advisers
44,633 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 |
|---|---|---|---|---|---|---|---|---|---|
| 26201 | Fit Financial Consulting Llc CRD 173028 | Wealth Manager · Boutique (under $100M) | $6.8M | 40 | 87 | 1 | 07/17/2026 | ☆ | |
| 26202 | Stone Oak Capital, Llc CRD 289105 | Wealth Manager · Boutique (under $100M) | $6.8M | 11 | 16 | 1 | 03/30/2026 | ☆ | |
| 26203 | Thoughtful Financial Planning, Llc CRD 171525 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $6.8M | 20 | 81 | 1 | 03/31/2026 | ☆ |
| 26204 | Skidmore Advisory Services, Inc. CRD 166423 | Denver, CO | Wealth Manager · Boutique (under $100M) | $6.8M | 12 | 10 | 1 | 03/30/2026 | ☆ |
| 26205 | Lora, Joseph B. CRD 288112 | Wealth Manager · Boutique (under $100M) | $6.8M | 23 | 23 | 1 | 03/30/2026 | ☆ | |
| 26206 | Kenwyck Capital, Llc CRD 332844 | Marietta, GA | Wealth Manager · Boutique (under $100M) | $6.8M | 10 | 24 | 1 | 01/28/2026 | ☆ |
| 26207 | Steve Chastain Wealth Management Llc CRD 290752 | Rogers, AR | Wealth Manager · Boutique (under $100M) | $6.8M | 46 | 46 | 1 | 03/31/2026 | ☆ |
| 26208 | Sabatier Wealth Llc CRD 313446 | Longview, WA | Wealth Manager · Boutique (under $100M) | $6.8M | 58 | 58 | 1 | 04/14/2026 | ☆ |
| 26209 | Gioben Capital Llc CRD 316169 | Wealth Manager · Boutique (under $100M) | $6.7M | 33 | 33 | 1 | 03/10/2026 | ☆ | |
| 26210 | Michael Mellberg Cpa Llc CRD 311833 | Reno, NV | Wealth Manager · Boutique (under $100M) | $6.7M | 11 | 27 | 1 | 03/12/2026 | ☆ |
| 26211 | Concap Llc CRD 321873 | Wealth Manager · Boutique (under $100M) | $6.7M | 17 | 62 | 1 | 05/27/2026 | ☆ | |
| 26212 | Spartan Capital Private Wealth Management Llc CRD 154632 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $6.7M | 20 | 20 | 6 | 12/13/2022 | ☆ |
| 26213 | Lindenwood Financial Llc CRD 327390 | Madison, WI | Wealth Manager · Boutique (under $100M) | $6.7M | 14 | 53 | 2 | 07/14/2026 | ☆ |
| 26214 | Asterbright Capital Management, Llc CRD 293980 | Wealth Manager · Boutique (under $100M) | $6.7M | 6 | 10 | 1 | 04/13/2026 | ☆ | |
| 26215 | Houston Wealth Management Llc CRD 168715 | Houston, TX | Wealth Manager · Boutique (under $100M) | $6.7M | 16 | 39 | 1 | 03/31/2026 | ☆ |
| 26216 | Neumeier Capital Management,Inc CRD 115911 | Wealth Manager · Boutique (under $100M) | $6.7M | 16 | 39 | 1 | 03/26/2026 | ☆ | |
| 26217 | Investment Strategies, Llc CRD 140739 | Oklahoma City, OK | Wealth Manager · Boutique (under $100M) | $6.7M | 137 | 176 | 2 | 04/21/2026 | ☆ |
| 26218 | Wealthera Financial Planning Llc CRD 334521 | Wealth Manager · Boutique (under $100M) | $6.7M | 15 | 35 | 1 | 06/23/2026 | ☆ | |
| 26219 | Leonard Wealth Management, Llc CRD 311277 | Lincolnton, NC | Wealth Manager · Boutique (under $100M) | $6.7M | 45 | 47 | 1 | 03/16/2026 | ☆ |
| 26220 | Wysopal Wealth Planning, Llc CRD 330813 | Wealth Manager · Boutique (under $100M) | $6.7M | 11 | 46 | 1 | 05/11/2026 | ☆ | |
| 26221 | Covenant Wealth Advisors Ltd CRD 160394 | Insurance-Affiliated · Boutique (under $100M) | $6.7M | 6 | 1 | 03/21/2026 | ☆ | ||
| 26222 | Holman Wealth Management, Llc CRD 296591 | Wealth Manager · Boutique (under $100M) | $6.7M | 15 | 26 | 1 | 03/30/2026 | ☆ | |
| 26223 | Clarified Wealth Management, Llc CRD 329226 | Austin, TX | Wealth Manager · Boutique (under $100M) | $6.7M | 6 | 6 | 1 | 03/19/2026 | ☆ |
| 26224 | Lota Advisors Llc. CRD 269885 | Wealth Manager · Boutique (under $100M) | $6.7M | 4 | 4 | 1 | 03/02/2026 | ☆ | |
| 26225 | Allen Financial Advisement, Inc. CRD 337542 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $6.7M | 135 | 135 | 1 | 04/09/2026 | ☆ |
| 26226 | Nedra Low CRD 114240 | Wealth Manager · Boutique (under $100M) | $6.7M | 3 | 11 | 1 | 02/07/2026 | ☆ | |
| 26227 | Celtic Capital Corporation CRD 116707 | Wealth Manager · Boutique (under $100M) | $6.7M | 31 | 31 | 1 | 03/31/2026 | ☆ | |
| 26228 | Holleyjo Financial Llc CRD 307642 | Edina, MN | Wealth Manager · Boutique (under $100M) | $6.7M | 16 | 43 | 1 | 07/08/2026 | ☆ |
| 26229 | Marienplatz Wealth Management Llc CRD 289049 | Wealth Manager · Boutique (under $100M) | $6.7M | 0 | 8 | 1 | 05/01/2026 | ☆ | |
| 26230 | Iem Asset Management, Llc CRD 141549 | Red Bank, NJ | Wealth Manager · Boutique (under $100M) | $6.7M | 19 | 53 | 1 | 03/25/2026 | ☆ |
| 26231 | Brockelsby Investment Services CRD 171595 | Wealth Manager · Boutique (under $100M) | $6.6M | 7 | 7 | 1 | 03/04/2026 | ☆ | |
| 26232 | Infinity Wealth Coaching, Llc CRD 292099 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $6.6M | 35 | 43 | 1 | 03/31/2026 | ☆ |
| 26233 | The Empowerment Financial Group, Llc CRD 325771 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $6.6M | 49 | 95 | 1 | 08/17/2026 | ☆ |
| 26234 | Divine Asset Management Llc CRD 136836 | Wealth Manager · Boutique (under $100M) | $6.6M | 35 | 56 | 1 | 06/10/2026 | ☆ | |
| 26235 | Educated Financial Planning, Llc CRD 329045 | Wealth Manager · Boutique (under $100M) | $6.6M | 26 | 65 | 1 | 03/23/2026 | ☆ | |
| 26236 | Kun Lun Development Corporation CRD 39283 | Wealth Manager · Boutique (under $100M) | $6.6M | 4 | 7 | 3 | 01/05/2026 | ☆ | |
| 26237 | Acorn Asset Management Llc CRD 340572 | Princeton, NJ | Wealth Manager · Boutique (under $100M) | $6.6M | 12 | 16 | 1 | 07/06/2026 | ☆ |
| 26238 | Financial Synergy, Inc. CRD 122622 | Insurance-Affiliated · Boutique (under $100M) | $6.6M | 12 | 10 | 1 | 11/05/2025 | ☆ | |
| 26239 | Kenobi Wealth Llc CRD 335087 | Insurance-Affiliated · Boutique (under $100M) | $6.6M | 14 | 70 | 1 | 07/13/2026 | ☆ | |
| 26240 | Ct Investment Management Co., Llc CRD 160080 | New York, NY | Private Fund Manager · Boutique (under $100M) | $6.6M | 3 | 3 | 13 | 03/30/2026 | ☆ |
| 26241 | Wei,Ed CRD 168482 | Wealth Manager · Boutique (under $100M) | $6.6M | 16 | 16 | 1 | 01/02/2026 | ☆ | |
| 26242 | Horizon Financial Planning Llc CRD 300614 | New Orleans, LA | Wealth Manager · Boutique (under $100M) | $6.6M | 25 | 32 | 1 | 04/15/2026 | ☆ |
| 26243 | Ewm Advisory, Llc CRD 282616 | Buffalo, NY | Wealth Manager · Boutique (under $100M) | $6.6M | 21 | 36 | 1 | 04/06/2026 | ☆ |
| 26244 | Isadore Retirement Group, Llc CRD 288425 | Traverse City, MI | Wealth Manager · Boutique (under $100M) | $6.6M | 8 | 27 | 1 | 03/16/2026 | ☆ |
| 26245 | Mountain Goat Wealth Management Llc CRD 332464 | Wealth Manager · Boutique (under $100M) | $6.6M | 71 | 71 | 3 | 05/07/2026 | ☆ | |
| 26246 | Bd Mgmt Llc CRD 306428 | Wealth Manager · Boutique (under $100M) | $6.6M | 62 | 101 | 1 | 05/12/2026 | ☆ | |
| 26247 | Rro Capital, Llc CRD 300829 | Wealth Manager · Boutique (under $100M) | $6.6M | 30 | 1 | 03/23/2026 | ☆ | ||
| 26248 | Souther Capital Management L.L.C. CRD 167136 | Wealth Manager · Boutique (under $100M) | $6.6M | 4 | 7 | 1 | 02/09/2026 | ☆ | |
| 26249 | Vasquez Financial Consulting Llc CRD 317530 | Wealth Manager · Boutique (under $100M) | $6.6M | 14 | 55 | 1 | 08/01/2025 | ☆ | |
| 26250 | Investments Technology Inc CRD 110223 | Private Fund Manager · Boutique (under $100M) | $6.6M | 1 | 1 | 2 | 05/13/2026 | ☆ |