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 |
|---|---|---|---|---|---|---|---|---|---|
| 26301 | Terrell Advisors, Llc CRD 313984 | Windsor Heights, IA | Wealth Manager · Boutique (under $100M) | $6.8M | 9 | 22 | 1 | 02/18/2026 | ☆ |
| 26302 | Sherman Financial & Wealth Management Llc CRD 290219 | Daniel Island, SC | Wealth Manager · Boutique (under $100M) | $6.8M | 29 | 19 | 1 | 03/31/2026 | ☆ |
| 26303 | Balfour Capital, Llc CRD 285590 | Wealth Manager · Boutique (under $100M) | $6.8M | 18 | 29 | 1 | 03/03/2026 | ☆ | |
| 26304 | Keel Capital Ab CRD 283825 | Stockholm | Private Fund Manager · Boutique (under $100M) | $6.8M | 3 | 3 | 3 | 09/30/2026 | ☆ |
| 26305 | Freedom Formula Wealth Management Llc CRD 340258 | Wealth Manager · Boutique (under $100M) | $6.8M | 32 | 32 | 2 | 09/04/2026 | ☆ | |
| 26306 | Fit Financial Consulting Llc CRD 173028 | Wealth Manager · Boutique (under $100M) | $6.8M | 40 | 87 | 1 | 07/17/2026 | ☆ | |
| 26307 | Stone Oak Capital, Llc CRD 289105 | Wealth Manager · Boutique (under $100M) | $6.8M | 11 | 16 | 1 | 03/30/2026 | ☆ | |
| 26308 | Thoughtful Financial Planning, Llc CRD 171525 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $6.8M | 20 | 81 | 1 | 03/31/2026 | ☆ |
| 26309 | Skidmore Advisory Services, Inc. CRD 166423 | Denver, CO | Wealth Manager · Boutique (under $100M) | $6.8M | 12 | 10 | 1 | 03/30/2026 | ☆ |
| 26310 | Kenwyck Capital, Llc CRD 332844 | Marietta, GA | Wealth Manager · Boutique (under $100M) | $6.8M | 10 | 24 | 1 | 01/28/2026 | ☆ |
| 26311 | Steve Chastain Wealth Management Llc CRD 290752 | Rogers, AR | Wealth Manager · Boutique (under $100M) | $6.8M | 46 | 46 | 1 | 03/31/2026 | ☆ |
| 26312 | Sabatier Wealth Llc CRD 313446 | Longview, WA | Wealth Manager · Boutique (under $100M) | $6.8M | 58 | 58 | 1 | 04/14/2026 | ☆ |
| 26313 | Gioben Capital Llc CRD 316169 | Wealth Manager · Boutique (under $100M) | $6.7M | 33 | 33 | 1 | 03/10/2026 | ☆ | |
| 26314 | Michael Mellberg Cpa Llc CRD 311833 | Reno, NV | Wealth Manager · Boutique (under $100M) | $6.7M | 11 | 27 | 1 | 03/12/2026 | ☆ |
| 26315 | Concap Llc CRD 321873 | Wealth Manager · Boutique (under $100M) | $6.7M | 17 | 62 | 1 | 05/27/2026 | ☆ | |
| 26316 | Spartan Capital Private Wealth Management Llc CRD 154632 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $6.7M | 20 | 20 | 6 | 12/13/2022 | ☆ |
| 26317 | Lindenwood Financial Llc CRD 327390 | Madison, WI | Wealth Manager · Boutique (under $100M) | $6.7M | 14 | 53 | 2 | 07/14/2026 | ☆ |
| 26318 | Asterbright Capital Management, Llc CRD 293980 | Wealth Manager · Boutique (under $100M) | $6.7M | 6 | 10 | 1 | 04/13/2026 | ☆ | |
| 26319 | Houston Wealth Management Llc CRD 168715 | Houston, TX | Wealth Manager · Boutique (under $100M) | $6.7M | 16 | 39 | 1 | 03/31/2026 | ☆ |
| 26320 | Neumeier Capital Management,Inc CRD 115911 | Wealth Manager · Boutique (under $100M) | $6.7M | 16 | 39 | 1 | 03/26/2026 | ☆ | |
| 26321 | Wealthera Financial Planning Llc CRD 334521 | Wealth Manager · Boutique (under $100M) | $6.7M | 15 | 35 | 1 | 06/23/2026 | ☆ | |
| 26322 | Leonard Wealth Management, Llc CRD 311277 | Lincolnton, NC | Wealth Manager · Boutique (under $100M) | $6.7M | 45 | 47 | 1 | 03/16/2026 | ☆ |
| 26323 | Wysopal Wealth Planning, Llc CRD 330813 | Wealth Manager · Boutique (under $100M) | $6.7M | 11 | 46 | 1 | 05/11/2026 | ☆ | |
| 26324 | Covenant Wealth Advisors Ltd CRD 160394 | Insurance-Affiliated · Boutique (under $100M) | $6.7M | 6 | 1 | 03/21/2026 | ☆ | ||
| 26325 | Holman Wealth Management, Llc CRD 296591 | Wealth Manager · Boutique (under $100M) | $6.7M | 15 | 26 | 1 | 03/30/2026 | ☆ | |
| 26326 | Clarified Wealth Management, Llc CRD 329226 | Austin, TX | Wealth Manager · Boutique (under $100M) | $6.7M | 6 | 6 | 1 | 03/19/2026 | ☆ |
| 26327 | Lota Advisors Llc. CRD 269885 | Wealth Manager · Boutique (under $100M) | $6.7M | 4 | 4 | 1 | 03/02/2026 | ☆ | |
| 26328 | Allen Financial Advisement, Inc. CRD 337542 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $6.7M | 135 | 135 | 1 | 04/09/2026 | ☆ |
| 26329 | Nedra Low CRD 114240 | Wealth Manager · Boutique (under $100M) | $6.7M | 3 | 11 | 1 | 02/07/2026 | ☆ | |
| 26330 | Celtic Capital Corporation CRD 116707 | Wealth Manager · Boutique (under $100M) | $6.7M | 31 | 31 | 1 | 03/31/2026 | ☆ | |
| 26331 | Holleyjo Financial Llc CRD 307642 | Edina, MN | Wealth Manager · Boutique (under $100M) | $6.7M | 16 | 43 | 1 | 07/08/2026 | ☆ |
| 26332 | Marienplatz Wealth Management Llc CRD 289049 | Wealth Manager · Boutique (under $100M) | $6.7M | 0 | 8 | 1 | 05/01/2026 | ☆ | |
| 26333 | Iem Asset Management, Llc CRD 141549 | Red Bank, NJ | Wealth Manager · Boutique (under $100M) | $6.7M | 19 | 53 | 1 | 03/25/2026 | ☆ |
| 26334 | Brockelsby Investment Services CRD 171595 | Wealth Manager · Boutique (under $100M) | $6.6M | 7 | 7 | 1 | 03/04/2026 | ☆ | |
| 26335 | Infinity Wealth Coaching, Llc CRD 292099 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $6.6M | 35 | 43 | 1 | 03/31/2026 | ☆ |
| 26336 | The Empowerment Financial Group, Llc CRD 325771 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $6.6M | 49 | 95 | 1 | 08/17/2026 | ☆ |
| 26337 | Divine Asset Management Llc CRD 136836 | Wealth Manager · Boutique (under $100M) | $6.6M | 35 | 56 | 1 | 06/10/2026 | ☆ | |
| 26338 | Educated Financial Planning, Llc CRD 329045 | Wealth Manager · Boutique (under $100M) | $6.6M | 26 | 65 | 1 | 03/23/2026 | ☆ | |
| 26339 | Kun Lun Development Corporation CRD 39283 | Wealth Manager · Boutique (under $100M) | $6.6M | 4 | 7 | 3 | 01/05/2026 | ☆ | |
| 26340 | Acorn Asset Management Llc CRD 340572 | Princeton, NJ | Wealth Manager · Boutique (under $100M) | $6.6M | 12 | 16 | 1 | 07/06/2026 | ☆ |
| 26341 | Financial Synergy, Inc. CRD 122622 | Insurance-Affiliated · Boutique (under $100M) | $6.6M | 12 | 10 | 1 | 11/05/2025 | ☆ | |
| 26342 | Kenobi Wealth Llc CRD 335087 | Insurance-Affiliated · Boutique (under $100M) | $6.6M | 14 | 70 | 1 | 07/13/2026 | ☆ | |
| 26343 | Ct Investment Management Co., Llc CRD 160080 | New York, NY | Private Fund Manager · Boutique (under $100M) | $6.6M | 3 | 3 | 13 | 09/08/2026 | ☆ |
| 26344 | Wei,Ed CRD 168482 | Wealth Manager · Boutique (under $100M) | $6.6M | 16 | 16 | 1 | 01/02/2026 | ☆ | |
| 26345 | Horizon Financial Planning Llc CRD 300614 | New Orleans, LA | Wealth Manager · Boutique (under $100M) | $6.6M | 25 | 32 | 1 | 04/15/2026 | ☆ |
| 26346 | Ewm Advisory, Llc CRD 282616 | Buffalo, NY | Wealth Manager · Boutique (under $100M) | $6.6M | 21 | 36 | 1 | 04/06/2026 | ☆ |
| 26347 | Isadore Retirement Group, Llc CRD 288425 | Traverse City, MI | Wealth Manager · Boutique (under $100M) | $6.6M | 8 | 27 | 1 | 03/16/2026 | ☆ |
| 26348 | Mountain Goat Wealth Management Llc CRD 332464 | Wealth Manager · Boutique (under $100M) | $6.6M | 71 | 71 | 3 | 05/07/2026 | ☆ | |
| 26349 | Bd Mgmt Llc CRD 306428 | Wealth Manager · Boutique (under $100M) | $6.6M | 62 | 101 | 1 | 05/12/2026 | ☆ | |
| 26350 | Rro Capital, Llc CRD 300829 | Wealth Manager · Boutique (under $100M) | $6.6M | 30 | 1 | 03/23/2026 | ☆ |