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 |
|---|---|---|---|---|---|---|---|---|---|
| 26251 | Naab, Justin M. CRD 123722 | Wealth Manager · Boutique (under $100M) | $6.6M | 57 | 57 | 1 | 01/11/2026 | ☆ | |
| 26252 | Villalobos, Enrique CRD 285049 | West Covina, CA | Wealth Manager · Boutique (under $100M) | $6.6M | 16 | 20 | 1 | 01/27/2026 | ☆ |
| 26253 | Heritage Advisory Services, Inc. CRD 119241 | Malvern, PA | Wealth Manager · Boutique (under $100M) | $6.5M | 15 | 15 | 1 | 03/18/2026 | ☆ |
| 26254 | The Wealth Syndicate Llc CRD 282889 | Silver Spring, MD | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 80 | 80 | 1 | 02/19/2026 | ☆ |
| 26255 | Wise Holdings Inc. CRD 114731 | Wealth Manager · Boutique (under $100M) | $6.5M | 0 | 8 | 0 | 06/27/2025 | ☆ | |
| 26256 | Great Mountain Capital Management Llc CRD 133909 | Wealth Manager · Boutique (under $100M) | $6.5M | 13 | 18 | 1 | 03/26/2026 | ☆ | |
| 26257 | Brokaw Rice Investment Advisors, Incorporated CRD 141533 | Wealth Manager · Boutique (under $100M) | $6.5M | 19 | 27 | 2 | 03/29/2026 | ☆ | |
| 26258 | Financial Life Journeys, Llc CRD 306786 | Wealth Manager · Boutique (under $100M) | $6.5M | 23 | 66 | 1 | 01/10/2026 | ☆ | |
| 26259 | Talent Acquisition Group, Inc. Dba Spiritus Financial Planning CRD 141372 | Wealth Manager · Boutique (under $100M) | $6.5M | 3 | 2 | 2 | 03/24/2026 | ☆ | |
| 26260 | Sirmium Capital, Llc CRD 167682 | Wealth Manager · Boutique (under $100M) | $6.5M | 61 | 61 | 1 | 07/02/2025 | ☆ | |
| 26261 | Mindful Advisory, Llc CRD 315290 | Wealth Manager · Boutique (under $100M) | $6.5M | 10 | 23 | 1 | 03/29/2026 | ☆ | |
| 26262 | J.P. Aubry Wealth Advisors, Llc CRD 322467 | Orlando, FL | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 56 | 56 | 1 | 06/29/2026 | ☆ |
| 26263 | Capridge Advisors Llc CRD 330404 | Wealth Manager · Boutique (under $100M) | $6.5M | 6 | 15 | 1 | 01/21/2026 | ☆ | |
| 26264 | N CRD 158125 | Wealth Manager · Boutique (under $100M) | $6.5M | 15 | 15 | 2 | 03/14/2025 | ☆ | |
| 26265 | Newday Funds, Inc. CRD 174758 | Southbury, CT | Wealth Manager · Boutique (under $100M) | $6.5M | 3 | 2 | 04/01/2026 | ☆ | |
| 26266 | Brookside Wealth Management Llc CRD 287767 | Wealth Manager · Boutique (under $100M) | $6.5M | 5 | 5 | 1 | 03/16/2026 | ☆ | |
| 26267 | Ames Financial Solutions, Llc CRD 172728 | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 217 | 324 | 1 | 02/04/2026 | ☆ | |
| 26268 | Florio Wealth Management, Llc CRD 311831 | Seminole, FL | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 33 | 47 | 2 | 02/13/2026 | ☆ |
| 26269 | Harvey Wealth Management Llc CRD 324344 | Wealth Manager · Boutique (under $100M) | $6.5M | 3 | 3 | 1 | 06/03/2026 | ☆ | |
| 26270 | Ivy Capital Llc CRD 333600 | South Glastonbury, CT | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 1 | 2 | 1 | 03/23/2026 | ☆ |
| 26271 | Legacy Wealth Capital, Llc. CRD 175197 | Wealth Manager · Boutique (under $100M) | $6.5M | 10 | 10 | 1 | 05/13/2026 | ☆ | |
| 26272 | Summit Family Office Services, Llc CRD 171313 | Multi-Family Office · Boutique (under $100M) | $6.5M | 15 | 15 | 4 | 07/20/2026 | ☆ | |
| 26273 | Sunstreet Securities, Llc CRD 143211 | Avondale, AZ | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 50 | 50 | 18 | 03/31/2026 | ☆ |
| 26274 | Toyer Investment Advisors Llc CRD 308378 | Wealth Manager · Boutique (under $100M) | $6.5M | 95 | 90 | 1 | 03/31/2026 | ☆ | |
| 26275 | Tricord Investment Advisors, Inc. CRD 131613 | Wealth Manager · Boutique (under $100M) | $6.5M | 15 | 15 | 0 | 07/07/2026 | ☆ | |
| 26276 | William Driscoll Insurance, Inc. CRD 285778 | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 33 | 33 | 1 | 03/12/2026 | ☆ | |
| 26277 | Visionary Wealth Planners Llc CRD 318224 | Wealth Manager · Boutique (under $100M) | $6.5M | 67 | 67 | 1 | 01/22/2026 | ☆ | |
| 26278 | Masuda Lehrman Wealth Llc CRD 329201 | Wealth Manager · Boutique (under $100M) | $6.5M | 21 | 46 | 1 | 02/24/2026 | ☆ | |
| 26279 | Organic Wealth, Llc CRD 331383 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $6.5M | 10 | 57 | 1 | 03/16/2026 | ☆ |
| 26280 | Braverman Wealth Advisors, Llc CRD 304291 | Boulder, CO | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 2 | 12 | 1 | 03/17/2025 | ☆ |
| 26281 | Dickson Financial Group, Llc. CRD 292258 | Wealth Manager · Boutique (under $100M) | $6.5M | 31 | 31 | 2 | 01/05/2026 | ☆ | |
| 26282 | Kanakadhara Financial Enterprise, Llc CRD 158491 | Carnegie, PA | Insurance-Affiliated · Boutique (under $100M) | $6.5M | 2 | 2 | 1 | 03/31/2022 | ☆ |
| 26283 | Acadia Financial Services, Llc CRD 309270 | Wealth Manager · Boutique (under $100M) | $6.5M | 20 | 73 | 1 | 01/08/2026 | ☆ | |
| 26284 | Iseler Financial, Llc CRD 304647 | Wealth Manager · Boutique (under $100M) | $6.5M | 42 | 115 | 1 | 06/29/2026 | ☆ | |
| 26285 | Jw Hall Financial Llc CRD 337745 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $6.5M | 6 | 25 | 1 | 01/08/2026 | ☆ |
| 26286 | Henley Advisors, Llc CRD 281983 | Lakeland, FL | Wealth Manager · Boutique (under $100M) | $6.5M | 69 | 79 | 1 | 03/02/2026 | ☆ |
| 26287 | Hughes Strategic Group Llc CRD 334347 | Wealth Manager · Boutique (under $100M) | $6.5M | 21 | 44 | 1 | 03/30/2026 | ☆ | |
| 26288 | Granata, Michael E. CRD 171697 | Wealth Manager · Boutique (under $100M) | $6.4M | 36 | 46 | 1 | 01/18/2026 | ☆ | |
| 26289 | Mahaffey Financial Llc CRD 138464 | Wealth Manager · Boutique (under $100M) | $6.4M | 13 | 13 | 1 | 01/02/2026 | ☆ | |
| 26290 | Wealthjar Investment Advisory, Llc CRD 288484 | Honolulu, HI | Wealth Manager · Boutique (under $100M) | $6.4M | 46 | 106 | 11 | 04/28/2026 | ☆ |
| 26291 | Lake State Financial Inc CRD 327163 | Wealth Manager · Boutique (under $100M) | $6.4M | 11 | 17 | 1 | 03/30/2026 | ☆ | |
| 26292 | Anchory, Llc CRD 293701 | Wealth Manager · Boutique (under $100M) | $6.4M | 11 | 39 | 1 | 04/24/2026 | ☆ | |
| 26293 | Advanced Practice Planning, Llc CRD 327349 | Wealth Manager · Boutique (under $100M) | $6.4M | 30 | 58 | 1 | 04/08/2026 | ☆ | |
| 26294 | Twelve Two Capital Llc CRD 297748 | Wealth Manager · Boutique (under $100M) | $6.4M | 26 | 92 | 1 | 03/22/2026 | ☆ | |
| 26295 | O'hara Wealth Management Inc CRD 297201 | Port Jefferson Station, NY | Wealth Manager · Boutique (under $100M) | $6.4M | 27 | 30 | 1 | 01/09/2026 | ☆ |
| 26296 | Bmr Financial Advisors, Ltd. CRD 119299 | Henderson, NV | Wealth Manager · Boutique (under $100M) | $6.4M | 10 | 25 | 1 | 03/09/2026 | ☆ |
| 26297 | Blueprint Retirement Advisors Llc CRD 304611 | Palestine, TX | Insurance-Affiliated · Boutique (under $100M) | $6.4M | 18 | 21 | 1 | 06/08/2026 | ☆ |
| 26298 | Pacific Point Wealth Management, Llc CRD 338392 | Carlsbad, CA | Wealth Manager · Boutique (under $100M) | $6.4M | 35 | 35 | 5 | 08/04/2026 | ☆ |
| 26299 | Fitbux Ria Llc CRD 290159 | Wealth Manager · Boutique (under $100M) | $6.4M | 193 | 193 | 1 | 07/31/2026 | ☆ | |
| 26300 | Hollett,Edward Alan CRD 126811 | Pismo Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $6.4M | 74 | 74 | 2 | 03/16/2026 | ☆ |