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 |
|---|---|---|---|---|---|---|---|---|---|
| 27351 | Calrivan Llc CRD 333711 | Wealth Manager · Boutique (under $100M) | $3.9M | 8 | 17 | 1 | 02/14/2026 | ☆ | |
| 27352 | Cernese, Mark Anthony CRD 174062 | Wealth Manager · Boutique (under $100M) | $3.9M | 13 | 13 | 1 | 08/04/2025 | ☆ | |
| 27353 | Robinson, Lee Robert CRD 136458 | Stockton, CA | Wealth Manager · Boutique (under $100M) | $3.9M | 21 | 21 | 1 | 02/23/2026 | ☆ |
| 27354 | Twig Asset Management, Llc CRD 165433 | Eden Prairie, MN | Wealth Manager · Boutique (under $100M) | $3.9M | 25 | 35 | 1 | 11/18/2025 | ☆ |
| 27355 | Victor Jones Cpa, P.C. CRD 324604 | Seattle, WA | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 17 | 17 | 1 | 05/27/2026 | ☆ |
| 27356 | Zen Trends Capital Llc CRD 311991 | Portland, OR | Wealth Manager · Boutique (under $100M) | $3.9M | 9 | 16 | 1 | 05/15/2026 | ☆ |
| 27357 | Sparks Capital Management Llc CRD 311222 | Wealth Manager · Boutique (under $100M) | $3.9M | 12 | 12 | 1 | 02/09/2026 | ☆ | |
| 27358 | Souder, Robert Gregory CRD 115061 | Wealth Manager · Boutique (under $100M) | $3.9M | 20 | 46 | 1 | 03/29/2026 | ☆ | |
| 27359 | Amerigo Asset Management Corporation CRD 153607 | Port Charlotte, FL | Wealth Manager · Boutique (under $100M) | $3.9M | 10 | 10 | 2 | 03/25/2025 | ☆ |
| 27360 | Street Light Wealth Management, Llc CRD 312577 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $3.9M | 13 | 13 | 1 | 03/29/2026 | ☆ |
| 27361 | Pharos Capital Management, Llc CRD 153686 | Wealth Manager · Boutique (under $100M) | $3.9M | 16 | 16 | 0 | 03/30/2026 | ☆ | |
| 27362 | Nomad Financial Advisors Llc CRD 322552 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $3.9M | 5 | 2 | 05/11/2026 | ☆ | |
| 27363 | Vedanta Sentinel Investment Advisors, Llc CRD 335058 | Ann Arbor, MI | Wealth Manager · Boutique (under $100M) | $3.9M | 12 | 35 | 1 | 03/06/2026 | ☆ |
| 27364 | Integrous CRD 156189 | Wealth Manager · Boutique (under $100M) | $3.9M | 15 | 36 | 4 | 04/20/2026 | ☆ | |
| 27365 | Meta Investment Management Company Llc CRD 312540 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $3.9M | 7 | 7 | 1 | 03/30/2026 | ☆ |
| 27366 | One Financial Design, Llc CRD 324966 | Wealth Manager · Boutique (under $100M) | $3.9M | 6 | 26 | 1 | 03/18/2026 | ☆ | |
| 27367 | Weikart Advisory Services Llc CRD 152279 | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 9 | 16 | 1 | 03/12/2026 | ☆ | |
| 27368 | Cole Investment Advisors, Inc. CRD 124264 | Wealth Manager · Boutique (under $100M) | $3.9M | 8 | 11 | 1 | 03/31/2026 | ☆ | |
| 27369 | Fish Advisory, Llc CRD 312080 | Wealth Manager · Boutique (under $100M) | $3.9M | 4 | 4 | 1 | 03/21/2025 | ☆ | |
| 27370 | Copperlion Investments, Llc CRD 171442 | Wealth Manager · Boutique (under $100M) | $3.8M | 34 | 34 | 1 | 03/28/2026 | ☆ | |
| 27371 | Dream Lake Financial Llc CRD 329789 | Wealth Manager · Boutique (under $100M) | $3.8M | 7 | 33 | 1 | 03/30/2026 | ☆ | |
| 27372 | Aureus Capital Llc CRD 314387 | Wealth Manager · Boutique (under $100M) | $3.8M | 15 | 29 | 1 | 02/03/2026 | ☆ | |
| 27373 | Significance Capital Management Llc CRD 331940 | Milwaukee, WI | Wealth Manager · Boutique (under $100M) | $3.8M | 1 | 4 | 2 | 05/13/2026 | ☆ |
| 27374 | Legacy Wealth Advisors, Ltd. CRD 324442 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $3.8M | 4 | 1 | 03/31/2026 | ☆ | |
| 27375 | Cambyses Financial Advisors CRD 230786 | Wealth Manager · Boutique (under $100M) | $3.8M | 20 | 20 | 1 | 06/17/2026 | ☆ | |
| 27376 | Curbstone Advisors Llc CRD 171552 | Tenafly, NJ | Wealth Manager · Boutique (under $100M) | $3.8M | 4 | 4 | 1 | 03/31/2026 | ☆ |
| 27377 | Create, Llc CRD 309648 | Wealth Manager · Boutique (under $100M) | $3.8M | 19 | 38 | 1 | 06/09/2026 | ☆ | |
| 27378 | Lestna Retirement, Llc CRD 171753 | Wealth Manager · Boutique (under $100M) | $3.8M | 18 | 32 | 2 | 09/04/2026 | ☆ | |
| 27379 | N CRD 281221 | Wealth Manager · Boutique (under $100M) | $3.8M | 74 | 61 | 7 | 11/20/2025 | ☆ | |
| 27380 | Jmm Financial, Llc CRD 123121 | Wealth Manager · Boutique (under $100M) | $3.8M | 23 | 23 | 1 | 07/01/2024 | ☆ | |
| 27381 | Simplicifi, Llc CRD 316871 | Wealth Manager · Boutique (under $100M) | $3.8M | 21 | 50 | 1 | 01/30/2026 | ☆ | |
| 27382 | St. Michaels Asset Management, Llc CRD 121201 | St. Michaels, MD | Wealth Manager · Boutique (under $100M) | $3.8M | 60 | 60 | 1 | 03/23/2026 | ☆ |
| 27383 | Alba Financial Llc CRD 327309 | Council Bluffs, IA | Insurance-Affiliated · Boutique (under $100M) | $3.8M | 28 | 28 | 1 | 03/31/2026 | ☆ |
| 27384 | Capitalalphabet Llc CRD 322498 | Wealth Manager · Boutique (under $100M) | $3.8M | 7 | 7 | 1 | 01/03/2026 | ☆ | |
| 27385 | Denarius Wealth Management Llc CRD 168989 | Appleton, WI | Wealth Manager · Boutique (under $100M) | $3.8M | 28 | 50 | 1 | 03/27/2026 | ☆ |
| 27386 | Hefti Capital Management, Llc CRD 149367 | Wealth Manager · Boutique (under $100M) | $3.8M | 31 | 38 | 1 | 09/27/2022 | ☆ | |
| 27387 | Heroic Capital Llc CRD 174254 | Wealth Manager · Boutique (under $100M) | $3.8M | 20 | 20 | 0 | 05/17/2019 | ☆ | |
| 27388 | Jeanie Fielder Eymontt CRD 173714 | Houston, TX | Insurance-Affiliated · Boutique (under $100M) | $3.8M | 4 | 4 | 1 | 04/24/2025 | ☆ |
| 27389 | Makenna & Company, Inc. CRD 132744 | Darien, CT | Wealth Manager · Boutique (under $100M) | $3.8M | 6 | 24 | 1 | 11/13/2024 | ☆ |
| 27390 | Odinic Advisors Llc CRD 285166 | Insurance-Affiliated · Boutique (under $100M) | $3.8M | 24 | 36 | 1 | 02/26/2026 | ☆ | |
| 27391 | Pov Wealth Llc CRD 327906 | Insurance-Affiliated · Boutique (under $100M) | $3.8M | 8 | 9 | 1 | 03/17/2026 | ☆ | |
| 27392 | Hammerhead Financial Strategies, Llc CRD 313248 | Wealth Manager · Boutique (under $100M) | $3.8M | 10 | 11 | 2 | 03/30/2026 | ☆ | |
| 27393 | Sar Group Llc CRD 170194 | Insurance-Affiliated · Boutique (under $100M) | $3.8M | 49 | 67 | 4 | 03/17/2026 | ☆ | |
| 27394 | Haas Financial Services Inc CRD 122450 | Insurance-Affiliated · Boutique (under $100M) | $3.8M | 31 | 50 | 1 | 08/25/2026 | ☆ | |
| 27395 | Taylor Morgan Capital Management, Llc CRD 283163 | Dallas, TX | Private Fund Manager · Boutique (under $100M) | $3.8M | 1 | 1 | 1 | 03/10/2026 | ☆ |
| 27396 | George Hill Asset Management, Llc CRD 284489 | Wealth Manager · Boutique (under $100M) | $3.8M | 3 | 4 | 1 | 02/17/2026 | ☆ | |
| 27397 | Curtis Cole Rose CRD 114816 | Wealth Manager · Boutique (under $100M) | $3.8M | 19 | 19 | 1 | 07/14/2025 | ☆ | |
| 27398 | Tech Financial Planning, Llc CRD 321834 | Wealth Manager · Boutique (under $100M) | $3.8M | 8 | 45 | 1 | 05/11/2026 | ☆ | |
| 27399 | Rock One Advisors, Llc CRD 167431 | Wealth Manager · Boutique (under $100M) | $3.8M | 29 | 29 | 1 | 07/28/2022 | ☆ | |
| 27400 | Waterside Investment Advisers Llc CRD 309788 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $3.8M | 13 | 13 | 1 | 01/12/2026 | ☆ |