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 |
|---|---|---|---|---|---|---|---|---|---|
| 26551 | Cornerstone Investment Advisors Group, Llc CRD 159760 | Shreveport, LA | Wealth Manager · Boutique (under $100M) | $5.7M | 30 | 30 | 1 | 02/19/2025 | ☆ |
| 26552 | Argo Wealth Mgmt, Llc CRD 312121 | Wealth Manager · Boutique (under $100M) | $5.7M | 14 | 22 | 1 | 03/30/2026 | ☆ | |
| 26553 | Blue Marlin Advisors, Llc CRD 305906 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $5.7M | 19 | 19 | 2 | 03/10/2026 | ☆ |
| 26554 | Keller Investment Advisors Llc CRD 342523 | Wealth Manager · Boutique (under $100M) | $5.7M | 3 | 3 | 1 | 05/10/2026 | ☆ | |
| 26555 | Sterling Growth Investments, Llc CRD 150009 | Wealth Manager · Boutique (under $100M) | $5.7M | 10 | 23 | 1 | 02/16/2026 | ☆ | |
| 26556 | Taylor Williams Private Wealth Management Llc CRD 335249 | Wealth Manager · Boutique (under $100M) | $5.7M | 9 | 9 | 1 | 03/12/2026 | ☆ | |
| 26557 | Aceeda Wealth Management, Inc. CRD 334893 | Plano, TX | Investment Adviser · Boutique (under $100M) | $5.7M | 3 | 1 | 03/30/2026 | ☆ | |
| 26558 | Woodlands Capital Management, Llc CRD 202514 | Clive, IA | Wealth Manager · Boutique (under $100M) | $5.7M | 5 | 8 | 1 | 03/19/2026 | ☆ |
| 26559 | Steve Pearson Capital Management Llc CRD 165927 | Wealth Manager · Boutique (under $100M) | $5.7M | 7 | 18 | 1 | 01/26/2026 | ☆ | |
| 26560 | Guidance Investments, Llc CRD 119897 | Reston, VA | Private Fund Manager · Boutique (under $100M) | $5.7M | 1 | 1 | 5 | 06/04/2026 | ☆ |
| 26561 | Sprylen Wealth Management, Llc CRD 297592 | Insurance-Affiliated · Boutique (under $100M) | $5.7M | 20 | 19 | 1 | 03/31/2026 | ☆ | |
| 26562 | Farney Private Wealth Management, Llc CRD 332291 | Austin, TX | Wealth Manager · Boutique (under $100M) | $5.7M | 29 | 1 | 03/31/2026 | ☆ | |
| 26563 | Mb Financial Planning Llc CRD 289141 | Wealth Manager · Boutique (under $100M) | $5.7M | 59 | 135 | 1 | 01/06/2026 | ☆ | |
| 26564 | Dean Peterson Capital Management, Llc CRD 282062 | Wealth Manager · Boutique (under $100M) | $5.7M | 7 | 12 | 1 | 02/04/2026 | ☆ | |
| 26565 | Cmc Wealth Management, Llc CRD 306845 | Wealth Manager · Boutique (under $100M) | $5.7M | 30 | 40 | 1 | 03/24/2026 | ☆ | |
| 26566 | Pragmatic Advisors, Llc CRD 172481 | Homer, NY | Wealth Manager · Boutique (under $100M) | $5.7M | 58 | 60 | 2 | 02/03/2026 | ☆ |
| 26567 | Prosperity Path Advisers, Llc CRD 319614 | Wealth Manager · Boutique (under $100M) | $5.7M | 16 | 29 | 1 | 05/20/2026 | ☆ | |
| 26568 | Christia Li Roberts CRD 142133 | Wealth Manager · Boutique (under $100M) | $5.7M | 25 | 25 | 1 | 03/26/2026 | ☆ | |
| 26569 | Pearson Asset Management Company CRD 122558 | Wealth Manager · Boutique (under $100M) | $5.7M | 35 | 35 | 2 | 03/27/2026 | ☆ | |
| 26570 | Bdl Wealth Management Pllc CRD 330196 | Billings, MT | Wealth Manager · Boutique (under $100M) | $5.6M | 18 | 28 | 2 | 05/05/2026 | ☆ |
| 26571 | Advent Capital Strategies, Llc CRD 323372 | Wealth Manager · Boutique (under $100M) | $5.6M | 33 | 122 | 1 | 06/26/2026 | ☆ | |
| 26572 | Trident Wealth Management, Llc CRD 142636 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $5.6M | 18 | 22 | 1 | 01/22/2025 | ☆ |
| 26573 | Wrenn House Investments Llc CRD 291425 | Winston Salem, NC | Wealth Manager · Boutique (under $100M) | $5.6M | 34 | 48 | 1 | 03/11/2026 | ☆ |
| 26574 | Ewing, Darren Toby CRD 281903 | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 1 | 03/02/2026 | ☆ | ||
| 26575 | Plc Investment Solutions, Llc CRD 330114 | Insurance-Affiliated · Boutique (under $100M) | $5.6M | 22 | 71 | 1 | 01/12/2026 | ☆ | |
| 26576 | May Tree Financial Planning Llc CRD 290213 | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 25 | 1 | 03/23/2026 | ☆ | |
| 26577 | Ronald Ray Schulze CRD 115007 | Wealth Manager · Boutique (under $100M) | $5.6M | 7 | 17 | 1 | 03/28/2026 | ☆ | |
| 26578 | Lattice Financial, Llc CRD 310836 | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 14 | 1 | 03/31/2026 | ☆ | |
| 26579 | Diegelman Capital Advisors CRD 283645 | Wealth Manager · Boutique (under $100M) | $5.6M | 24 | 80 | 1 | 03/25/2026 | ☆ | |
| 26580 | Launch Wealth Management Llc CRD 338414 | Wealth Manager · Boutique (under $100M) | $5.6M | 22 | 1 | 05/26/2026 | ☆ | ||
| 26581 | Blue Elm Advisors Llc CRD 318686 | Holmes, NY | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 37 | 2 | 01/02/2026 | ☆ |
| 26582 | Vertice Capital Partners, Llc CRD 171889 | Wealth Manager · Boutique (under $100M) | $5.6M | 82 | 82 | 1 | 04/19/2026 | ☆ | |
| 26583 | Blossom Balance Llc CRD 338937 | Gainesville, GA | Wealth Manager · Boutique (under $100M) | $5.6M | 16 | 17 | 1 | 02/26/2026 | ☆ |
| 26584 | Saffron Capital, Llc CRD 306921 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $5.6M | 10 | 13 | 1 | 01/02/2026 | ☆ |
| 26585 | Centennial Wealth Management Inc. CRD 159381 | Wealth Manager · Boutique (under $100M) | $5.6M | 24 | 24 | 2 | 09/06/2025 | ☆ | |
| 26586 | Keybridge Capital, Inc. CRD 288643 | Quincy, IL | Insurance-Affiliated · Boutique (under $100M) | $5.6M | 4 | 10 | 1 | 01/05/2026 | ☆ |
| 26587 | Financial Spectrum Inc. CRD 123169 | Jenkintown, PA | Wealth Manager · Boutique (under $100M) | $5.6M | 16 | 23 | 1 | 08/04/2026 | ☆ |
| 26588 | 1 St Georgia Group Llc. CRD 284794 | Wealth Manager · Boutique (under $100M) | $5.6M | 22 | 29 | 1 | 04/12/2022 | ☆ | |
| 26589 | Manor Road Capital Partners, Llc CRD 165485 | Wealth Manager · Boutique (under $100M) | $5.6M | 5 | 5 | 1 | 08/29/2024 | ☆ | |
| 26590 | Underhill Investments, Llc CRD 165543 | Berkley, MI | Wealth Manager · Boutique (under $100M) | $5.6M | 18 | 23 | 1 | 01/26/2026 | ☆ |
| 26591 | Bldr Wealth Llc CRD 335077 | Shawnee, KS | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 32 | 2 | 05/15/2026 | ☆ |
| 26592 | Niemann Investments Llc CRD 316602 | Riverton, UT | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 25 | 1 | 04/27/2026 | ☆ |
| 26593 | Onefirm Consulting, Llc CRD 291795 | Wealth Manager · Boutique (under $100M) | $5.6M | 9 | 14 | 3 | 03/24/2026 | ☆ | |
| 26594 | Mycroft Research, Llc CRD 147961 | Wealth Manager · Boutique (under $100M) | $5.6M | 7 | 7 | 1 | 03/17/2026 | ☆ | |
| 26595 | Rock Steady Wealth, Inc. CRD 226639 | Richmond, VA | Wealth Manager · Boutique (under $100M) | $5.6M | 27 | 27 | 1 | 03/24/2026 | ☆ |
| 26596 | Erk Wealth Advisors, Llc CRD 336797 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $5.6M | 23 | 37 | 1 | 02/03/2026 | ☆ |
| 26597 | Herrington Investment Solutions, Inc. CRD 124363 | Wealth Manager · Boutique (under $100M) | $5.6M | 8 | 8 | 2 | 02/10/2026 | ☆ | |
| 26598 | Gray Financial Planning Llc CRD 157583 | Mckinney, TX | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 15 | 1 | 03/10/2026 | ☆ |
| 26599 | Mitchell Group Delaware Llc CRD 154959 | Sweet Home, TX | Wealth Manager · Boutique (under $100M) | $5.6M | 32 | 32 | 1 | 02/23/2026 | ☆ |
| 26600 | Holcomb Financial, Llc CRD 329604 | Canton, GA | Wealth Manager · Boutique (under $100M) | $5.6M | 21 | 46 | 1 | 03/10/2026 | ☆ |