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 |
|---|---|---|---|---|---|---|---|---|---|
| 27301 | Dedicated Investment Advisers Llc CRD 128626 | Havertown, PA | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 23 | 23 | 1 | 07/31/2026 | ☆ |
| 27302 | Differential Capital Llc CRD 158245 | Wealth Manager · Boutique (under $100M) | $4.0M | 4 | 9 | 1 | 03/30/2026 | ☆ | |
| 27303 | Doench Wealth Management, Llc CRD 171515 | Wealth Manager · Boutique (under $100M) | $4.0M | 20 | 22 | 1 | 10/07/2024 | ☆ | |
| 27304 | Dollars & Sense Financial Fitness Llc CRD 329901 | Wealth Manager · Boutique (under $100M) | $4.0M | 10 | 10 | 1 | 08/19/2026 | ☆ | |
| 27305 | Eben Eubanks Llc CRD 306185 | Fort Myers, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 35 | 65 | 1 | 10/01/2026 | ☆ |
| 27306 | Financial Guidance Group, Llc CRD 151772 | Sylvester, GA | Wealth Manager · Boutique (under $100M) | $4.0M | 19 | 22 | 1 | 04/14/2023 | ☆ |
| 27307 | Investment & Financial Management Group Llc CRD 143632 | Monrovia, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 7 | 7 | 2 | 05/18/2026 | ☆ |
| 27308 | John Tumazos Very Independent Research, Llc CRD 144842 | Wealth Manager · Boutique (under $100M) | $4.0M | 1 | 1 | 2 | 04/18/2026 | ☆ | |
| 27309 | Jonathan W. Whitcraft CRD 138372 | Wealth Manager · Boutique (under $100M) | $4.0M | 8 | 8 | 1 | 06/01/2026 | ☆ | |
| 27310 | Massey Financial Group Limited Liability Company CRD 174650 | Wealth Manager · Boutique (under $100M) | $4.0M | 3 | 3 | 1 | 07/15/2025 | ☆ | |
| 27311 | Owlsense Wealth & Legacy Advisors Llc CRD 330627 | Stevenson Ranch, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 9 | 9 | 4 | 01/13/2026 | ☆ |
| 27312 | Path Wealth Management, Llc CRD 289359 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 12 | 12 | 1 | 12/01/2025 | ☆ | |
| 27313 | Quo Vadis Capital, Inc. CRD 288611 | Wealth Manager · Boutique (under $100M) | $4.0M | 15 | 15 | 2 | 03/31/2026 | ☆ | |
| 27314 | Rns Wealth Management, Llc CRD 297486 | Houston, TX | Wealth Manager · Boutique (under $100M) | $4.0M | 37 | 75 | 3 | 03/27/2026 | ☆ |
| 27315 | Solomon Investments & Financial Planning, Llc CRD 288867 | Macon, GA | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 75 | 75 | 1 | 05/30/2025 | ☆ |
| 27316 | Triangulated Capital Management, Llc CRD 323119 | Wealth Manager · Boutique (under $100M) | $4.0M | 13 | 13 | 1 | 06/01/2026 | ☆ | |
| 27317 | Api Capital, Llc CRD 334427 | Concord, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 2 | 2 | 03/11/2026 | ☆ | |
| 27318 | Langar Investment Management, Llc CRD 323433 | Mutual Fund / Asset Manager · Boutique (under $100M) | $4.0M | 1 | 1 | 2 | 03/18/2026 | ☆ | |
| 27319 | Capital Wise Advisory Llc CRD 329915 | Wesley Chapel, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 47 | 1 | 03/30/2026 | ☆ |
| 27320 | Omega Capital Management Llc CRD 332533 | New Albany, OH | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 5 | 4 | 1 | 03/25/2026 | ☆ |
| 27321 | Dr. Jeff Finance, Llc CRD 330181 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 6 | 1 | 03/20/2026 | ☆ | ||
| 27322 | Eric Simons, Llc CRD 165334 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 18 | 89 | 1 | 03/23/2026 | ☆ | |
| 27323 | Blake, Jason Earl CRD 306809 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 31 | 31 | 1 | 08/18/2026 | ☆ | |
| 27324 | System Research, Llc CRD 155311 | Wealth Manager · Boutique (under $100M) | $4.0M | 10 | 32 | 1 | 02/22/2026 | ☆ | |
| 27325 | Faav Finance As A Verb Llc CRD 325450 | Wealth Manager · Boutique (under $100M) | $4.0M | 19 | 1 | 08/10/2026 | ☆ | ||
| 27326 | Dirigo Investment Advisors, Llc CRD 285497 | Santa Monica, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 6 | 17 | 1 | 08/03/2026 | ☆ |
| 27327 | Edr Investment Advisors, Llc CRD 167879 | Eureka, MT | Wealth Manager · Boutique (under $100M) | $4.0M | 27 | 30 | 2 | 09/09/2026 | ☆ |
| 27328 | Noble Financial Advisors Llc CRD 164830 | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 11 | 1 | 03/30/2026 | ☆ | |
| 27329 | Aligning Wealth Llc CRD 314838 | Wealth Manager · Boutique (under $100M) | $4.0M | 16 | 39 | 1 | 08/19/2026 | ☆ | |
| 27330 | Gunn Financial Advisors, Llc CRD 319331 | Safety Harbor, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 2 | 1 | 03/31/2026 | ☆ | |
| 27331 | Pinnacle Peak Capital Management Llc CRD 123588 | Wealth Manager · Boutique (under $100M) | $4.0M | 5 | 5 | 1 | 03/28/2026 | ☆ | |
| 27332 | A.M. Perricone Llc CRD 336599 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 19 | 66 | 1 | 03/31/2026 | ☆ | |
| 27333 | Sustainable Wealth Advisory Group Llc CRD 336574 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 33 | 55 | 1 | 03/27/2026 | ☆ |
| 27334 | Tailwind Financial Planning Llc CRD 309117 | Wealth Manager · Boutique (under $100M) | $4.0M | 5 | 26 | 1 | 09/28/2026 | ☆ | |
| 27335 | Denby Financial Services, Llc CRD 172764 | Wealth Manager · Boutique (under $100M) | $4.0M | 26 | 35 | 1 | 06/30/2026 | ☆ | |
| 27336 | Bryant Wealth Management, Inc. CRD 142236 | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 8 | 11 | 1 | 08/25/2026 | ☆ | |
| 27337 | Synergos Advisory Llc CRD 304021 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $3.9M | 10 | 19 | 1 | 08/21/2026 | ☆ |
| 27338 | Portfolio Income Advisers, Inc CRD 124698 | Panama City, FL | Wealth Manager · Boutique (under $100M) | $3.9M | 10 | 18 | 1 | 09/02/2026 | ☆ |
| 27339 | Forthright Financial Services Llc CRD 326786 | Weatherford, TX | Wealth Manager · Boutique (under $100M) | $3.9M | 36 | 53 | 1 | 03/31/2026 | ☆ |
| 27340 | Pendex Advisors, Llc CRD 140497 | Wealth Manager · Boutique (under $100M) | $3.9M | 18 | 18 | 0 | 01/13/2026 | ☆ | |
| 27341 | Parkwood Capital Management Llc CRD 334224 | Wealth Manager · Boutique (under $100M) | $3.9M | 8 | 15 | 1 | 02/23/2026 | ☆ | |
| 27342 | Safety Of Principle Wealth Management Company, Llc CRD 143918 | Coral Springs, FL | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 28 | 28 | 1 | 03/11/2026 | ☆ |
| 27343 | Map To Your Wealth Llc CRD 300713 | Wealth Manager · Boutique (under $100M) | $3.9M | 5 | 5 | 1 | 01/26/2026 | ☆ | |
| 27344 | Nexjenn Financial Services Llc CRD 305454 | Wealth Manager · Boutique (under $100M) | $3.9M | 3 | 10 | 1 | 01/27/2026 | ☆ | |
| 27345 | Vigo Capital Llc CRD 335183 | Private Fund Manager · Boutique (under $100M) | $3.9M | 5 | 5 | 1 | 03/30/2026 | ☆ | |
| 27346 | Mensah Finance Group, Llc CRD 310049 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $3.9M | 26 | 26 | 1 | 02/10/2026 | ☆ |
| 27347 | Towerview Capital, Llc CRD 288844 | Private Fund Manager · Boutique (under $100M) | $3.9M | 1 | 1 | 1 | 02/18/2026 | ☆ | |
| 27348 | Honey Badger Advisors Llc CRD 314128 | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 20 | 26 | 1 | 02/03/2026 | ☆ | |
| 27349 | Folsom Wealth Advisors, Llc CRD 329515 | Wealth Manager · Boutique (under $100M) | $3.9M | 7 | 45 | 1 | 03/05/2026 | ☆ | |
| 27350 | Anderson Wealth Management, Inc. CRD 151241 | Wealth Manager · Boutique (under $100M) | $3.9M | 18 | 37 | 1 | 03/31/2025 | ☆ |