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 |
|---|---|---|---|---|---|---|---|---|---|
| 27551 | Reserve Wealth Planning, Llc CRD 325033 | Wealth Manager · Boutique (under $100M) | $3.4M | 21 | 41 | 1 | 02/28/2026 | ☆ | |
| 27552 | Thales Investment Services, Inc. CRD 160774 | Wealth Manager · Boutique (under $100M) | $3.4M | 33 | 43 | 2 | 03/30/2026 | ☆ | |
| 27553 | Willcox Wealth Planning, Llc CRD 335728 | New York, NY | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 18 | 1 | 09/03/2026 | ☆ |
| 27554 | Us Growth Partners, Llc CRD 318763 | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 1 | 01/14/2026 | ☆ | ||
| 27555 | Jco Advisors Llc CRD 329489 | Wealth Manager · Boutique (under $100M) | $3.3M | 6 | 9 | 1 | 02/25/2026 | ☆ | |
| 27556 | N CRD 314173 | Wealth Manager · Boutique (under $100M) | $3.3M | 173 | 173 | 3 | 02/21/2026 | ☆ | |
| 27557 | Adaptive Wealth, Llc CRD 171045 | Wealth Manager · Boutique (under $100M) | $3.3M | 9 | 17 | 1 | 04/01/2026 | ☆ | |
| 27558 | Santa Cruz Wealth Management Inc. CRD 325737 | Westlake Village, CA | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 18 | 18 | 1 | 05/18/2026 | ☆ |
| 27559 | Jason Webster CRD 168347 | Wealth Manager · Boutique (under $100M) | $3.3M | 6 | 14 | 1 | 03/30/2026 | ☆ | |
| 27560 | Sursum Financial Llc CRD 317529 | Wealth Manager · Boutique (under $100M) | $3.3M | 12 | 21 | 1 | 03/20/2026 | ☆ | |
| 27561 | Myers,Walter Loving CRD 151436 | Wealth Manager · Boutique (under $100M) | $3.3M | 13 | 13 | 1 | 04/16/2026 | ☆ | |
| 27562 | Atlas Wealth Management Llc CRD 331239 | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 12 | 1 | 02/12/2026 | ☆ | |
| 27563 | Vail Valley Asset Management, Llc CRD 316377 | Wealth Manager · Boutique (under $100M) | $3.3M | 39 | 39 | 2 | 01/21/2026 | ☆ | |
| 27564 | Eightone Capital Llc CRD 318132 | Wealth Manager · Boutique (under $100M) | $3.3M | 18 | 29 | 1 | 07/27/2026 | ☆ | |
| 27565 | Bill Messner Contrarian Investment Advisory, Llc CRD 301701 | Wealth Manager · Boutique (under $100M) | $3.3M | 33 | 33 | 1 | 03/25/2026 | ☆ | |
| 27566 | Ball Investments Corporation CRD 329782 | Wealth Manager · Boutique (under $100M) | $3.3M | 69 | 194 | 1 | 07/12/2026 | ☆ | |
| 27567 | Button & Button Wealth Management Llc CRD 320823 | Greensboro, NC | Wealth Manager · Boutique (under $100M) | $3.3M | 17 | 17 | 2 | 02/09/2026 | ☆ |
| 27568 | Fortune Advisory Services Llc CRD 289517 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $3.3M | 243 | 243 | 1 | 09/12/2024 | ☆ |
| 27569 | Hickman Financial, Llc CRD 168382 | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 30 | 39 | 1 | 05/28/2026 | ☆ | |
| 27570 | Long Faith Capital Llc CRD 312759 | Wealth Manager · Boutique (under $100M) | $3.3M | 15 | 14 | 1 | 12/10/2025 | ☆ | |
| 27571 | Objective Investments, Llc CRD 291514 | Wealth Manager · Boutique (under $100M) | $3.3M | 15 | 15 | 1 | 01/05/2026 | ☆ | |
| 27572 | Round Table Investment Services, Llc CRD 335767 | Wealth Manager · Boutique (under $100M) | $3.3M | 5 | 1 | 03/30/2026 | ☆ | ||
| 27573 | Jssr Capital Llc CRD 311066 | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 26 | 53 | 1 | 02/28/2025 | ☆ | |
| 27574 | Homewood Capital Management East Llc CRD 289221 | Wealth Manager · Boutique (under $100M) | $3.3M | 20 | 21 | 1 | 03/30/2026 | ☆ | |
| 27575 | Breakaway Independent Advisors, Llc CRD 340675 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $3.3M | 5 | 14 | 1 | 09/03/2026 | ☆ |
| 27576 | Pennant Wealth Management Llc CRD 331948 | Wealth Manager · Boutique (under $100M) | $3.3M | 23 | 52 | 1 | 03/10/2026 | ☆ | |
| 27577 | Masdevallia Llc CRD 289095 | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 8 | 17 | 1 | 01/22/2026 | ☆ | |
| 27578 | Kehlet Capital Management, Llc CRD 289333 | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 11 | 1 | 07/22/2026 | ☆ | |
| 27579 | Dance Investment Partners Llc CRD 335896 | St. George, UT | Wealth Manager · Boutique (under $100M) | $3.3M | 12 | 13 | 1 | 08/21/2026 | ☆ |
| 27580 | The Spinelli Group Llc CRD 145515 | Wealth Manager · Boutique (under $100M) | $3.3M | 11 | 11 | 0 | 01/05/2026 | ☆ | |
| 27581 | A E I Financial Strategies Inc. CRD 307099 | Santa Rosa, CA | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 22 | 22 | 1 | 04/06/2026 | ☆ |
| 27582 | Wealthier Way, Llc CRD 304347 | Wealth Manager · Boutique (under $100M) | $3.3M | 0 | 18 | 1 | 03/31/2026 | ☆ | |
| 27583 | Hill Top Financial Planning, Llc CRD 296862 | Wealth Manager · Boutique (under $100M) | $3.3M | 6 | 31 | 1 | 03/19/2026 | ☆ | |
| 27584 | Kinvest Capital Management, Inc. CRD 304080 | Wealth Manager · Boutique (under $100M) | $3.3M | 2 | 1 | 08/06/2026 | ☆ | ||
| 27585 | Lifelong Investment Management Services Llc CRD 158324 | Wealth Manager · Boutique (under $100M) | $3.3M | 14 | 26 | 1 | 03/27/2026 | ☆ | |
| 27586 | 133 Legacy Planning Group Llc CRD 328921 | Wealth Manager · Boutique (under $100M) | $3.3M | 35 | 74 | 1 | 03/06/2026 | ☆ | |
| 27587 | Kinetic Pathways Company CRD 331950 | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 41 | 58 | 1 | 02/27/2025 | ☆ | |
| 27588 | Grail Capital Llc CRD 311504 | Wealth Manager · Boutique (under $100M) | $3.3M | 3 | 3 | 1 | 03/10/2026 | ☆ | |
| 27589 | Mecklenburg Financial Group, Llc CRD 149050 | Wealth Manager · Boutique (under $100M) | $3.3M | 14 | 47 | 1 | 01/20/2026 | ☆ | |
| 27590 | Intrinsic Asset Llc CRD 174547 | Private Fund Manager · Boutique (under $100M) | $3.3M | 3 | 3 | 3 | 04/24/2026 | ☆ | |
| 27591 | Frank Alexander Childress CRD 115058 | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 16 | 1 | 03/17/2026 | ☆ | |
| 27592 | Chadsel Llc CRD 296857 | New York, NY | Private Fund Manager · Boutique (under $100M) | $3.3M | 1 | 1 | 5 | 01/29/2026 | ☆ |
| 27593 | Clef Financial, Llc CRD 328892 | Greensboro, NC | Wealth Manager · Boutique (under $100M) | $3.3M | 10 | 7 | 1 | 01/05/2026 | ☆ |
| 27594 | Cottonwood Capital Management Llc CRD 330836 | Wealth Manager · Boutique (under $100M) | $3.3M | 12 | 1 | 03/26/2026 | ☆ | ||
| 27595 | Merriwether Investments, Inc. CRD 310908 | Denver, CO | Wealth Manager · Boutique (under $100M) | $3.3M | 18 | 28 | 4 | 02/02/2026 | ☆ |
| 27596 | Mjl Manager Llc CRD 335634 | Wealth Manager · Boutique (under $100M) | $3.3M | 5 | 5 | 1 | 02/27/2026 | ☆ | |
| 27597 | Lifetime Wealth Design Llc CRD 165086 | Louisville, KY | Wealth Manager · Boutique (under $100M) | $3.3M | 13 | 13 | 1 | 09/17/2026 | ☆ |
| 27598 | Invest Your Faith, Inc. CRD 304360 | Wealth Manager · Boutique (under $100M) | $3.2M | 5 | 33 | 1 | 03/30/2026 | ☆ | |
| 27599 | Connolly Sr., Stephen W. CRD 296894 | Insurance-Affiliated · Boutique (under $100M) | $3.2M | 13 | 42 | 1 | 01/03/2026 | ☆ | |
| 27600 | Ascend Financial Llc CRD 325357 | Wealth Manager · Boutique (under $100M) | $3.2M | 21 | 26 | 1 | 03/17/2026 | ☆ |