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 |
|---|---|---|---|---|---|---|---|---|---|
| 26751 | Fry's Path Capital, Llc CRD 300498 | Charlottesville, VA | Private Fund Manager · Boutique (under $100M) | $5.1M | 2 | 2 | 3 | 03/29/2024 | ☆ |
| 26752 | J. Lyons Fund Management, Inc. CRD 123577 | Wealth Manager · Boutique (under $100M) | $5.1M | 20 | 20 | 2 | 04/21/2023 | ☆ | |
| 26753 | Strategic Asset Management Llc CRD 117549 | Federal Way, WA | Wealth Manager · Boutique (under $100M) | $5.1M | 15 | 15 | 1 | 03/25/2026 | ☆ |
| 26754 | Deasil Wealth Management Llc CRD 281710 | Wealth Manager · Boutique (under $100M) | $5.1M | 21 | 130 | 1 | 03/02/2026 | ☆ | |
| 26755 | Heron Equity Management, Llc CRD 307350 | Indialantic, FL | Wealth Manager · Boutique (under $100M) | $5.1M | 63 | 63 | 2 | 03/10/2026 | ☆ |
| 26756 | Grb Capital Management Llc CRD 318917 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $5.1M | 17 | 17 | 1 | 03/28/2026 | ☆ |
| 26757 | Rock Canyon Capital Management, Lp CRD 285070 | Private Fund Manager · Boutique (under $100M) | $5.1M | 2 | 2 | 1 | 03/26/2021 | ☆ | |
| 26758 | Strive Investment Management, Llc CRD 283482 | Wealth Manager · Boutique (under $100M) | $5.1M | 41 | 74 | 1 | 01/11/2024 | ☆ | |
| 26759 | Black Bishop Financial Group, Llc. CRD 315462 | Wealth Manager · Boutique (under $100M) | $5.1M | 26 | 1 | 03/31/2026 | ☆ | ||
| 26760 | Benefit Concepts Inc. CRD 226707 | Boynton Beach, FL | Insurance-Affiliated · Boutique (under $100M) | $5.1M | 33 | 31 | 1 | 03/30/2026 | ☆ |
| 26761 | Bee Financial Partners Wealth, Llc CRD 332761 | Houston, TX | Wealth Manager · Boutique (under $100M) | $5.1M | 24 | 56 | 2 | 08/17/2026 | ☆ |
| 26762 | Dennis Fredrick Dicke CRD 111375 | Wealth Manager · Boutique (under $100M) | $5.1M | 21 | 21 | 1 | 06/27/2026 | ☆ | |
| 26763 | Chlebina Capital Management, Llc CRD 142376 | Akron, OH | Wealth Manager · Boutique (under $100M) | $5.1M | 11 | 12 | 3 | 06/10/2026 | ☆ |
| 26764 | Stonewealth Advisors, Llc CRD 293600 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $5.1M | 8 | 11 | 2 | 03/30/2026 | ☆ |
| 26765 | Mende Financial Council, Inc. CRD 335136 | Wealth Manager · Boutique (under $100M) | $5.1M | 12 | 20 | 1 | 01/15/2026 | ☆ | |
| 26766 | Think818, Llc CRD 289452 | Wealth Manager · Boutique (under $100M) | $5.1M | 28 | 44 | 1 | 03/30/2024 | ☆ | |
| 26767 | New Perspective Wealth Management CRD 314562 | Wealth Manager · Boutique (under $100M) | $5.1M | 25 | 42 | 1 | 01/28/2026 | ☆ | |
| 26768 | Just Advisors CRD 148512 | Insurance-Affiliated · Boutique (under $100M) | $5.0M | 15 | 21 | 1 | 03/30/2026 | ☆ | |
| 26769 | Umb Financial Services, Inc. CRD 17073 | Kansas City, MO | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $5.0M | 1 | 55 | 04/14/2026 | ☆ | |
| 26770 | Engineering Financial Independence, Inc. CRD 321024 | Wealth Manager · Boutique (under $100M) | $5.0M | 13 | 45 | 1 | 05/18/2026 | ☆ | |
| 26771 | Dfw Wealthcare Advisors, Llc CRD 288954 | Insurance-Affiliated · Boutique (under $100M) | $5.0M | 13 | 17 | 1 | 04/15/2026 | ☆ | |
| 26772 | Studioi, Llc CRD 332785 | Wealth Manager · Boutique (under $100M) | $5.0M | 15 | 26 | 1 | 03/10/2026 | ☆ | |
| 26773 | Turner Financial Llc CRD 334842 | Omaha, NE | Wealth Manager · Boutique (under $100M) | $5.0M | 26 | 26 | 1 | 03/06/2026 | ☆ |
| 26774 | Akkadian Wealth Llc CRD 324482 | Scottsdale, AZ | Insurance-Affiliated · Boutique (under $100M) | $5.0M | 18 | 37 | 1 | 02/25/2026 | ☆ |
| 26775 | Wealth Beyond Math Llc CRD 331995 | Austin, TX | Wealth Manager · Boutique (under $100M) | $5.0M | 10 | 43 | 1 | 03/09/2026 | ☆ |
| 26776 | Tines Capital, Llc CRD 309650 | Wealth Manager · Boutique (under $100M) | $5.0M | 31 | 100 | 3 | 03/13/2026 | ☆ | |
| 26777 | Pw Capital Management, Llc CRD 281492 | Wealth Manager · Boutique (under $100M) | $5.0M | 5 | 1 | 03/13/2026 | ☆ | ||
| 26778 | Ig Advisors Llc CRD 304017 | Murrieta, CA | Insurance-Affiliated · Boutique (under $100M) | $5.0M | 61 | 61 | 1 | 05/15/2026 | ☆ |
| 26779 | Brickell Investments & Co., Llc CRD 143196 | Wealth Manager · Boutique (under $100M) | $5.0M | 14 | 17 | 1 | 03/18/2026 | ☆ | |
| 26780 | 1693 Analytics, Llc CRD 138257 | Wealth Manager · Boutique (under $100M) | $5.0M | 12 | 12 | 1 | 09/22/2025 | ☆ | |
| 26781 | 1 St Financial Llc CRD 159015 | New Port Richey, FL | Insurance-Affiliated · Boutique (under $100M) | $5.0M | 18 | 22 | 1 | 03/25/2026 | ☆ |
| 26782 | Beyond Profit Consulting Llc CRD 315621 | Institutional / Pension Advisor · Boutique (under $100M) | $5.0M | 12 | 16 | 1 | 02/27/2025 | ☆ | |
| 26783 | Bora Capital, Llc CRD 338951 | Wealth Manager · Boutique (under $100M) | $5.0M | 23 | 23 | 4 | 07/30/2026 | ☆ | |
| 26784 | Broadreach Capital, Llc CRD 142505 | Wealth Manager · Boutique (under $100M) | $5.0M | 12 | 12 | 1 | 02/14/2024 | ☆ | |
| 26785 | C.N.M. Management, L.L.C. CRD 121035 | Wealth Manager · Boutique (under $100M) | $5.0M | 5 | 5 | 1 | 04/14/2026 | ☆ | |
| 26786 | Cambridge Financial Services, Llc CRD 284612 | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $5.0M | 52 | 52 | 1 | 05/28/2025 | ☆ | |
| 26787 | D Squared Capital Management, Llc CRD 154019 | Oro Valley, AZ | Wealth Manager · Boutique (under $100M) | $5.0M | 20 | 48 | 1 | 01/16/2019 | ☆ |
| 26788 | Dioscuri Capital Management Llc CRD 170788 | Private Fund Manager · Boutique (under $100M) | $5.0M | 1 | 1 | 2 | 03/31/2026 | ☆ | |
| 26789 | Gray Matrix Inc CRD 297229 | Wealth Manager · Boutique (under $100M) | $5.0M | 17 | 24 | 1 | 03/30/2026 | ☆ | |
| 26790 | Greenworth Investment Advisors, Llc CRD 159482 | Wealth Manager · Boutique (under $100M) | $5.0M | 8 | 9 | 1 | 02/26/2026 | ☆ | |
| 26791 | Hidalgo, Janet CRD 125432 | Wealth Manager · Boutique (under $100M) | $5.0M | 2 | 2 | 1 | 01/06/2026 | ☆ | |
| 26792 | Jfd Capital, Llc CRD 334762 | Wealth Manager · Boutique (under $100M) | $5.0M | 4 | 4 | 1 | 01/29/2026 | ☆ | |
| 26793 | Kiehne Wealth & Retirement, Llc CRD 309251 | Los Lunas, NM | Wealth Manager · Boutique (under $100M) | $5.0M | 106 | 106 | 1 | 01/15/2025 | ☆ |
| 26794 | Loughlin, John Jackson CRD 117247 | Wealth Manager · Boutique (under $100M) | $5.0M | 1 | 1 | 03/31/2026 | ☆ | ||
| 26795 | Magnum Research Global Limited CRD 291667 | Hong Kong | Investment Adviser · Boutique (under $100M) | $5.0M | 20 | 20 | 8 | 05/08/2026 | ☆ |
| 26796 | Markertree Capital, Llc CRD 287850 | Private Fund Manager · Boutique (under $100M) | $5.0M | 1 | 1 | 1 | 03/12/2026 | ☆ | |
| 26797 | Murapa Investments Inc. CRD 168510 | Agoura Hills, CA | Wealth Manager · Boutique (under $100M) | $5.0M | 45 | 45 | 1 | 04/13/2026 | ☆ |
| 26798 | Onelegacy Advisors, Llc CRD 328926 | Green Bay, WI | Insurance-Affiliated · Boutique (under $100M) | $5.0M | 19 | 29 | 2 | 04/10/2026 | ☆ |
| 26799 | Opes Capital Group, Llc CRD 166106 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $5.0M | 7 | 4 | 2 | 06/08/2026 | ☆ |
| 26800 | Pinnacle Planning Advisors, Llc CRD 155093 | Wealth Manager · Boutique (under $100M) | $5.0M | 9 | 18 | 1 | 03/24/2026 | ☆ |