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 |
|---|---|---|---|---|---|---|---|---|---|
| 27501 | Ball, Bradley Maurice CRD 310684 | Wealth Manager · Boutique (under $100M) | $3.5M | 26 | 26 | 2 | 09/08/2026 | ☆ | |
| 27502 | Champion Investments Llc CRD 306007 | Wealth Manager · Boutique (under $100M) | $3.5M | 13 | 13 | 1 | 01/05/2026 | ☆ | |
| 27503 | Devens Wealth Management Llc CRD 338031 | Wealth Manager · Boutique (under $100M) | $3.5M | 8 | 8 | 1 | 02/05/2026 | ☆ | |
| 27504 | Focus Investments, Llc CRD 125813 | Investment Adviser · Boutique (under $100M) | $3.5M | 71 | 03/25/2011 | ☆ | |||
| 27505 | Graham Wealth Management Llc CRD 321244 | Wealth Manager · Boutique (under $100M) | $3.5M | 33 | 54 | 1 | 03/04/2026 | ☆ | |
| 27506 | Integrity Wealth Management, Inc CRD 143716 | Wealth Manager · Boutique (under $100M) | $3.5M | 46 | 85 | 1 | 08/25/2026 | ☆ | |
| 27507 | Liu, Jack, Xiaosui CRD 301027 | Wealth Manager · Boutique (under $100M) | $3.5M | 3 | 3 | 1 | 01/07/2026 | ☆ | |
| 27508 | Moore, Ronald Keith CRD 134964 | Wealth Manager · Boutique (under $100M) | $3.5M | 5 | 5 | 1 | 01/02/2026 | ☆ | |
| 27509 | Pira Wealth Management Llc CRD 311967 | Coralville, IA | Wealth Manager · Boutique (under $100M) | $3.5M | 17 | 49 | 2 | 01/05/2026 | ☆ |
| 27510 | Rlt Capital, Llc CRD 288736 | Wealth Manager · Boutique (under $100M) | $3.5M | 1 | 3 | 1 | 05/20/2024 | ☆ | |
| 27511 | Save Advisers Llc CRD 306053 | Houston, TX | Wealth Manager · Boutique (under $100M) | $3.5M | 200 | 200 | 7 | 04/09/2026 | ☆ |
| 27512 | Ts. Mitchell Financial, Llc. CRD 170431 | Wealth Manager · Boutique (under $100M) | $3.5M | 26 | 26 | 1 | 03/30/2026 | ☆ | |
| 27513 | United Security Advisors & Financial Planning Partners Llc CRD 132236 | Insurance-Affiliated · Boutique (under $100M) | $3.5M | 2 | 1 | 03/24/2026 | ☆ | ||
| 27514 | Wall Street Capital Advisors, Llc CRD 150334 | Ladue, MO | Wealth Manager · Boutique (under $100M) | $3.5M | 25 | 25 | 2 | 04/23/2025 | ☆ |
| 27515 | Wealth In Yourself Llc CRD 322123 | Zephyr Cove, NV | Wealth Manager · Boutique (under $100M) | $3.5M | 13 | 48 | 1 | 06/26/2026 | ☆ |
| 27516 | Sage Portfolio Management Llc CRD 153512 | Wealth Manager · Boutique (under $100M) | $3.5M | 13 | 13 | 1 | 02/03/2026 | ☆ | |
| 27517 | Cromwell Investment Advisory, Llc CRD 152360 | College Park, MD | Wealth Manager · Boutique (under $100M) | $3.5M | 46 | 46 | 1 | 04/01/2022 | ☆ |
| 27518 | Vu Financial Services, Inc CRD 145305 | Wealth Manager · Boutique (under $100M) | $3.5M | 8 | 9 | 1 | 11/02/2023 | ☆ | |
| 27519 | Robert Kenneth Loop CRD 311963 | Wealth Manager · Boutique (under $100M) | $3.5M | 10 | 27 | 1 | 03/02/2026 | ☆ | |
| 27520 | Golden Returns Advisors Llc CRD 146716 | Private Fund Manager · Boutique (under $100M) | $3.5M | 1 | 1 | 2 | 03/27/2026 | ☆ | |
| 27521 | N CRD 310183 | Wealth Manager · Boutique (under $100M) | $3.5M | 8 | 8 | 7 | 03/05/2025 | ☆ | |
| 27522 | Sunset Retirement Advisors Llc CRD 333226 | Provo, UT | Wealth Manager · Boutique (under $100M) | $3.5M | 30 | 52 | 2 | 03/20/2026 | ☆ |
| 27523 | Aduna Capital Llc CRD 311270 | Norwalk, CA | Insurance-Affiliated · Boutique (under $100M) | $3.5M | 36 | 36 | 1 | 04/01/2026 | ☆ |
| 27524 | Coah Financial, Llc CRD 332283 | Wealth Manager · Boutique (under $100M) | $3.5M | 13 | 13 | 1 | 03/24/2026 | ☆ | |
| 27525 | Financial Solution Advisors Corp. CRD 121647 | Insurance-Affiliated · Boutique (under $100M) | $3.4M | 19 | 33 | 1 | 04/08/2026 | ☆ | |
| 27526 | Mulberry Investors Llc CRD 306457 | Wealth Manager · Boutique (under $100M) | $3.4M | 5 | 5 | 1 | 03/24/2026 | ☆ | |
| 27527 | Tbg Investing,Llc CRD 333130 | Wealth Manager · Boutique (under $100M) | $3.4M | 6 | 12 | 1 | 03/25/2026 | ☆ | |
| 27528 | Harvest Wealth Design & Management, Llc CRD 286130 | Las Vegas, NV | Insurance-Affiliated · Boutique (under $100M) | $3.4M | 15 | 1 | 03/31/2026 | ☆ | |
| 27529 | Delphin Investments Llc CRD 149126 | Wealth Manager · Boutique (under $100M) | $3.4M | 5 | 2 | 03/17/2026 | ☆ | ||
| 27530 | Grassland Capital, Llc CRD 313631 | Chicago, IL | Private Fund Manager · Boutique (under $100M) | $3.4M | 2 | 2 | 3 | 03/30/2026 | ☆ |
| 27531 | Origem International Advisory Llc CRD 333738 | Porto Alegre, Rio Grande Do Sul | Investment Adviser · Boutique (under $100M) | $3.4M | 19 | 19 | 2 | 03/23/2026 | ☆ |
| 27532 | Valley Investors Corporation CRD 117306 | Roanoke, VA | Wealth Manager · Boutique (under $100M) | $3.4M | 12 | 16 | 1 | 03/30/2026 | ☆ |
| 27533 | Bileckyj, Adam Peter CRD 307536 | Insurance-Affiliated · Boutique (under $100M) | $3.4M | 19 | 60 | 1 | 03/31/2026 | ☆ | |
| 27534 | Blazing Star Financial, Llc CRD 312042 | Topeka, KS | Wealth Manager · Boutique (under $100M) | $3.4M | 22 | 100 | 2 | 06/01/2026 | ☆ |
| 27535 | Btg Capital Llc CRD 337715 | Wealth Manager · Boutique (under $100M) | $3.4M | 16 | 52 | 2 | 07/15/2026 | ☆ | |
| 27536 | Fidelity Federal Planning Corp. CRD 114873 | Montgomeryville, PA | Wealth Manager · Boutique (under $100M) | $3.4M | 15 | 19 | 1 | 02/14/2026 | ☆ |
| 27537 | Kin Stewards Llc CRD 340120 | Wealth Manager · Boutique (under $100M) | $3.4M | 1 | 3 | 1 | 06/30/2026 | ☆ | |
| 27538 | Aspen Gold Financial Llc CRD 297297 | Brighton, CO | Wealth Manager · Boutique (under $100M) | $3.4M | 14 | 21 | 1 | 05/13/2026 | ☆ |
| 27539 | Coastal Asset Management Llc CRD 283252 | Wealth Manager · Boutique (under $100M) | $3.4M | 14 | 14 | 1 | 03/30/2026 | ☆ | |
| 27540 | Cool Wealth Management Llc CRD 333281 | Tempe, AZ | Wealth Manager · Boutique (under $100M) | $3.4M | 9 | 20 | 1 | 03/17/2026 | ☆ |
| 27541 | Echo Financial Llc CRD 324698 | Arnold, NE | Insurance-Affiliated · Boutique (under $100M) | $3.4M | 41 | 60 | 1 | 08/14/2026 | ☆ |
| 27542 | Latticework Investments, Llc CRD 316290 | Lafayette, LA | Private Fund Manager · Boutique (under $100M) | $3.4M | 1 | 1 | 1 | 03/31/2023 | ☆ |
| 27543 | Favored Financial Planning, Llc CRD 160940 | Wealth Manager · Boutique (under $100M) | $3.4M | 10 | 6 | 1 | 03/31/2026 | ☆ | |
| 27544 | Legacy Financial CRD 153236 | Front Royal, VA | Wealth Manager · Boutique (under $100M) | $3.4M | 51 | 51 | 1 | 04/13/2026 | ☆ |
| 27545 | N CRD 328617 | Wealth Manager · Boutique (under $100M) | $3.4M | 5 | 24 | 2 | 05/29/2025 | ☆ | |
| 27546 | Systematic Wealth Management, Inc. CRD 326687 | Glenwood Springs, CO | Wealth Manager · Boutique (under $100M) | $3.4M | 16 | 1 | 03/16/2026 | ☆ | |
| 27547 | Sustainable Investment Partners Llc CRD 327458 | Wealth Manager · Boutique (under $100M) | $3.4M | 2 | 1 | 03/16/2026 | ☆ | ||
| 27548 | Rittenhouse Wealth Management, Llc CRD 315107 | Philadelphia, PA | Wealth Manager · Boutique (under $100M) | $3.4M | 8 | 1 | 03/31/2026 | ☆ | |
| 27549 | Linnard Financial Management & Planning, Inc. CRD 130356 | Wealth Manager · Boutique (under $100M) | $3.4M | 5 | 29 | 2 | 03/28/2026 | ☆ | |
| 27550 | Gt Wealth Llc CRD 315874 | Lebanon, PA | Wealth Manager · Boutique (under $100M) | $3.4M | 7 | 7 | 1 | 09/25/2026 | ☆ |