Investment advisers
45,192 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 |
|---|---|---|---|---|---|---|---|---|---|
| 27051 | 3 G Capital Llc CRD 298280 | Urbandale, IA | Wealth Manager · Boutique (under $100M) | $4.7M | 12 | 23 | 1 | 02/24/2026 | ☆ |
| 27052 | Colomb Investment Management Company, Llc CRD 140088 | Metairie, LA | Insurance-Affiliated · Boutique (under $100M) | $4.7M | 32 | 32 | 8 | 03/27/2026 | ☆ |
| 27053 | Bespoke Capital Advisors, Inc. CRD 331647 | Wealth Manager · Boutique (under $100M) | $4.6M | 2 | 2 | 1 | 09/28/2026 | ☆ | |
| 27054 | Robert W. Colby Asset Management, Inc. CRD 150498 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $4.6M | 22 | 35 | 2 | 09/20/2026 | ☆ |
| 27055 | Jachin & Boaz Asset Management, Llc CRD 300859 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $4.6M | 30 | 46 | 1 | 04/27/2026 | ☆ |
| 27056 | Armory Oak Wealth Llc CRD 311092 | Saint Louis, MO | Wealth Manager · Boutique (under $100M) | $4.6M | 10 | 24 | 1 | 03/11/2026 | ☆ |
| 27057 | Mshc, Llc CRD 149610 | Sherman, TX | Wealth Manager · Boutique (under $100M) | $4.6M | 9 | 20 | 0 | 01/27/2026 | ☆ |
| 27058 | Acclaro Wealth Management, Llc CRD 183518 | Walnut Creek, CA | Insurance-Affiliated · Boutique (under $100M) | $4.6M | 5 | 5 | 1 | 05/11/2026 | ☆ |
| 27059 | Advisor One, Llc CRD 169498 | Springfield, MO | Wealth Manager · Boutique (under $100M) | $4.6M | 10 | 1 | 06/30/2026 | ☆ | |
| 27060 | Bass Financial, Llc CRD 327273 | Houston, TX | Wealth Manager · Boutique (under $100M) | $4.6M | 15 | 21 | 1 | 03/25/2026 | ☆ |
| 27061 | Boss Financial Strategies, Llc CRD 323781 | Insurance-Affiliated · Boutique (under $100M) | $4.6M | 25 | 56 | 1 | 02/02/2026 | ☆ | |
| 27062 | Wayfinder Wealth Warriors Llc CRD 328657 | Wealth Manager · Boutique (under $100M) | $4.6M | 4 | 15 | 1 | 03/23/2026 | ☆ | |
| 27063 | Strategic Retirement Partners, Llc CRD 297011 | Seattle, WA | Institutional / Pension Advisor · Boutique (under $100M) | $4.6M | 7 | 9 | 1 | 03/09/2026 | ☆ |
| 27064 | Concentio Capital Management, Llc CRD 281370 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $4.6M | 0 | 15 | 1 | 03/28/2026 | ☆ |
| 27065 | True Riches Financial Planning Llc CRD 333004 | Denver, CO | Wealth Manager · Boutique (under $100M) | $4.6M | 7 | 32 | 1 | 07/10/2026 | ☆ |
| 27066 | The Keminton Group CRD 166040 | New York, NY | Wealth Manager · Boutique (under $100M) | $4.6M | 1 | 4 | 1 | 03/16/2026 | ☆ |
| 27067 | Klus, Michel Jaroslav CRD 315583 | Wealth Manager · Boutique (under $100M) | $4.6M | 2 | 2 | 1 | 03/26/2026 | ☆ | |
| 27068 | Walnut Hill Wealth Management, Llc CRD 324453 | Wealth Manager · Boutique (under $100M) | $4.6M | 8 | 31 | 1 | 01/27/2026 | ☆ | |
| 27069 | Sizemore Iii, Thomas Austin CRD 125296 | Wealth Manager · Boutique (under $100M) | $4.6M | 10 | 14 | 1 | 02/20/2026 | ☆ | |
| 27070 | Endowbridge Capital, Llc CRD 228786 | Princeton, NJ | Endowment & Foundation Advisor · Boutique (under $100M) | $4.6M | 10 | 10 | 1 | 06/01/2022 | ☆ |
| 27071 | Canny Capital Management, Llc CRD 169225 | Wealth Manager · Boutique (under $100M) | $4.6M | 29 | 29 | 1 | 03/13/2026 | ☆ | |
| 27072 | Dvorchak Financial Corporation CRD 139551 | Insurance-Affiliated · Boutique (under $100M) | $4.6M | 14 | 29 | 1 | 03/06/2026 | ☆ | |
| 27073 | Prospera Funds, Inc. CRD 331765 | Isle Of Palms, SC | Mutual Fund / Asset Manager · Boutique (under $100M) | $4.6M | 1 | 1 | 4 | 03/31/2026 | ☆ |
| 27074 | Rjb Investment Advisory Services, Llc CRD 304951 | Wealth Manager · Boutique (under $100M) | $4.6M | 7 | 7 | 1 | 08/28/2025 | ☆ | |
| 27075 | Fields Asset Management Llc CRD 142112 | Wealth Manager · Boutique (under $100M) | $4.6M | 63 | 63 | 1 | 03/16/2026 | ☆ | |
| 27076 | Advanced Retirement Solutions, Inc. CRD 158078 | Little Rock, AR | Wealth Manager · Boutique (under $100M) | $4.6M | 41 | 85 | 2 | 09/17/2026 | ☆ |
| 27077 | Boston Investment Trust Management, Inc. CRD 139446 | Bridgewater, MA | Wealth Manager · Boutique (under $100M) | $4.6M | 22 | 22 | 1 | 03/24/2026 | ☆ |
| 27078 | M. D. Falk & Company, Inc. CRD 318489 | Wealth Manager · Boutique (under $100M) | $4.5M | 5 | 9 | 1 | 03/19/2026 | ☆ | |
| 27079 | Righteous Financial, Llc CRD 315575 | Austin, TX | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 8 | 11 | 1 | 01/29/2026 | ☆ |
| 27080 | Knochelmann Wealth Management & Advisor (Kwma) Llc CRD 319076 | Wealth Manager · Boutique (under $100M) | $4.5M | 14 | 31 | 1 | 09/25/2026 | ☆ | |
| 27081 | Belvedere Wealth Advisors Llc CRD 298719 | Miami, FL | Wealth Manager · Boutique (under $100M) | $4.5M | 11 | 11 | 1 | 06/16/2025 | ☆ |
| 27082 | 245 Investments Llc CRD 330299 | Sacramento, CA | Wealth Manager · Boutique (under $100M) | $4.5M | 10 | 12 | 1 | 01/20/2026 | ☆ |
| 27083 | Fb Advisory Services, Llc CRD 144203 | Wealth Manager · Boutique (under $100M) | $4.5M | 28 | 28 | 1 | 06/15/2026 | ☆ | |
| 27084 | Carissima Capital Llc CRD 331292 | Wealth Manager · Boutique (under $100M) | $4.5M | 8 | 8 | 1 | 02/17/2026 | ☆ | |
| 27085 | Taylor, Richard Wayne CRD 142833 | Wealth Manager · Boutique (under $100M) | $4.5M | 6 | 17 | 1 | 01/05/2026 | ☆ | |
| 27086 | Bains, Tonya R CRD 331854 | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 3 | 1 | 03/31/2026 | ☆ | ||
| 27087 | Noorvest Llc CRD 325403 | Wealth Manager · Boutique (under $100M) | $4.5M | 13 | 38 | 1 | 05/06/2026 | ☆ | |
| 27088 | Money Illustrated, Llc CRD 331596 | Wealth Manager · Boutique (under $100M) | $4.5M | 16 | 55 | 1 | 02/12/2026 | ☆ | |
| 27089 | Bridlewood Private Wealth Llc CRD 339324 | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 11 | 24 | 1 | 05/27/2026 | ☆ | |
| 27090 | Ridge Capital Advisors, Llc CRD 283756 | Oro Valley, AZ | Wealth Manager · Boutique (under $100M) | $4.5M | 27 | 34 | 4 | 03/23/2026 | ☆ |
| 27091 | Kuyrkendall Capital Llc CRD 337776 | Palm Beach Gardens, FL | Wealth Manager · Boutique (under $100M) | $4.5M | 12 | 36 | 1 | 03/16/2026 | ☆ |
| 27092 | Bais Enterprise Llc CRD 172472 | Wealth Manager · Boutique (under $100M) | $4.5M | 6 | 1 | 03/31/2026 | ☆ | ||
| 27093 | Buciak Mark S CRD 123530 | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 26 | 50 | 1 | 03/31/2025 | ☆ | |
| 27094 | Edvestment Solutions L.L.C. CRD 286186 | Wealth Manager · Boutique (under $100M) | $4.5M | 8 | 12 | 1 | 02/22/2026 | ☆ | |
| 27095 | Elite Asset Management, Llc CRD 281546 | Wealth Manager · Boutique (under $100M) | $4.5M | 25 | 44 | 1 | 08/25/2026 | ☆ | |
| 27096 | Erickson Financial Solutions, Llc CRD 115523 | Wealth Manager · Boutique (under $100M) | $4.5M | 15 | 15 | 1 | 02/06/2024 | ☆ | |
| 27097 | Fade In Financial Llc CRD 311994 | Burbank, CA | Wealth Manager · Boutique (under $100M) | $4.5M | 20 | 38 | 1 | 01/08/2026 | ☆ |
| 27098 | Fireplace Financial Inc CRD 312085 | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 19 | 15 | 1 | 06/05/2026 | ☆ | |
| 27099 | George Edward Russell Dba Russell And Company CRD 121914 | Wealth Manager · Boutique (under $100M) | $4.5M | 1 | 1 | 01/12/2026 | ☆ | ||
| 27100 | Hearth Capital Management CRD 111947 | Wealth Manager · Boutique (under $100M) | $4.5M | 2 | 2 | 0 | 12/22/2025 | ☆ |