Investment advisers
44,659 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 |
|---|---|---|---|---|---|---|---|---|---|
| 27701 | Austec Wealth Management CRD 173741 | Wealth Manager · Boutique (under $100M) | $2.9M | 5 | 24 | 1 | 03/05/2026 | ☆ | |
| 27702 | Golden Jade Capital Management, Llc CRD 167923 | Wealth Manager · Boutique (under $100M) | $2.9M | 1 | 1 | 1 | 03/31/2026 | ☆ | |
| 27703 | Premier Wealth Management, Llc CRD 145253 | Fort Worth, TX | Wealth Manager · Boutique (under $100M) | $2.8M | 19 | 29 | 2 | 03/17/2025 | ☆ |
| 27704 | Monticello Financial Advisors, Llc CRD 322890 | Mount Pleasant, TX | Wealth Manager · Boutique (under $100M) | $2.8M | 79 | 255 | 3 | 05/08/2026 | ☆ |
| 27705 | Mission Advice Llc CRD 300473 | Shepherdstown, WV | Wealth Manager · Boutique (under $100M) | $2.8M | 10 | 10 | 1 | 03/18/2026 | ☆ |
| 27706 | Cast Member Financial Llc CRD 329857 | Wealth Manager · Boutique (under $100M) | $2.8M | 16 | 96 | 2 | 02/13/2026 | ☆ | |
| 27707 | Upper Basin Capital, Llc CRD 312789 | Wealth Manager · Boutique (under $100M) | $2.8M | 7 | 1 | 04/04/2026 | ☆ | ||
| 27708 | Hilbar Capital, Llc CRD 285088 | Wealth Manager · Boutique (under $100M) | $2.8M | 10 | 14 | 1 | 01/14/2026 | ☆ | |
| 27709 | Castellum Capital Management Llc CRD 315891 | Wealth Manager · Boutique (under $100M) | $2.8M | 12 | 13 | 1 | 01/22/2026 | ☆ | |
| 27710 | Authentic Financial Planning CRD 153032 | Wealth Manager · Boutique (under $100M) | $2.8M | 18 | 18 | 1 | 07/01/2026 | ☆ | |
| 27711 | De Novo Capital Llc CRD 282458 | Wealth Manager · Boutique (under $100M) | $2.8M | 6 | 1 | 03/26/2026 | ☆ | ||
| 27712 | Clarity Advisors Group, Inc. CRD 308324 | Wealth Manager · Boutique (under $100M) | $2.8M | 5 | 6 | 1 | 06/09/2026 | ☆ | |
| 27713 | Achievable Wealth, Llc CRD 284763 | Wealth Manager · Boutique (under $100M) | $2.8M | 11 | 28 | 1 | 05/06/2026 | ☆ | |
| 27714 | Trailpoint Financial Planning, Llc CRD 310766 | Wealth Manager · Boutique (under $100M) | $2.8M | 6 | 17 | 1 | 05/13/2026 | ☆ | |
| 27715 | Marstone Llc CRD 164810 | Wealth Manager · Boutique (under $100M) | $2.8M | 142 | 180 | 1 | 08/04/2026 | ☆ | |
| 27716 | Qualivian Investment Partners Lp CRD 291227 | Private Fund Manager · Boutique (under $100M) | $2.8M | 3 | 2 | 2 | 04/18/2026 | ☆ | |
| 27717 | Mclean Capital Management, Llc CRD 139060 | Wealth Manager · Boutique (under $100M) | $2.8M | 5 | 5 | 2 | 02/11/2026 | ☆ | |
| 27718 | Wealth Being Advisors Llc CRD 333094 | Wealth Manager · Boutique (under $100M) | $2.8M | 17 | 33 | 1 | 06/05/2026 | ☆ | |
| 27719 | Wright Investment Partners Llc CRD 286311 | Colonia, NJ | Wealth Manager · Boutique (under $100M) | $2.8M | 0 | 5 | 1 | 03/31/2026 | ☆ |
| 27720 | Fidelis Fs, Llc CRD 286305 | Insurance-Affiliated · Boutique (under $100M) | $2.8M | 8 | 1 | 07/14/2025 | ☆ | ||
| 27721 | Counterculture Wealth Llc CRD 318333 | Wealth Manager · Boutique (under $100M) | $2.8M | 16 | 49 | 1 | 03/31/2026 | ☆ | |
| 27722 | Pairone Private Wealth Llc CRD 336860 | Lakeville, MN | Wealth Manager · Boutique (under $100M) | $2.8M | 27 | 41 | 2 | 04/06/2026 | ☆ |
| 27723 | Wave & Breakout L.L.C. CRD 293824 | Orland Park, IL | Wealth Manager · Boutique (under $100M) | $2.8M | 65 | 65 | 1 | 02/15/2019 | ☆ |
| 27724 | Four Quarters Capital, Llc CRD 333753 | Lexington, KY | Wealth Manager · Boutique (under $100M) | $2.8M | 16 | 27 | 1 | 03/31/2026 | ☆ |
| 27725 | Aidekman, Alan CRD 170863 | Wealth Manager · Boutique (under $100M) | $2.8M | 9 | 10 | 1 | 03/03/2026 | ☆ | |
| 27726 | Plandeavor Llc CRD 331046 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $2.8M | 11 | 30 | 3 | 06/26/2026 | ☆ |
| 27727 | Balance Investments Llc CRD 173163 | Insurance-Affiliated · Boutique (under $100M) | $2.8M | 36 | 71 | 1 | 03/31/2026 | ☆ | |
| 27728 | Divergent Financial Advisory Services Llc CRD 316756 | Wealth Manager · Boutique (under $100M) | $2.8M | 16 | 31 | 1 | 05/29/2026 | ☆ | |
| 27729 | Independent Investment Advisor, Llc CRD 323058 | Wealth Manager · Boutique (under $100M) | $2.8M | 5 | 5 | 1 | 04/04/2025 | ☆ | |
| 27730 | Stratitech Consulting, Inc. CRD 231787 | Saint Charles, IL | Investment Adviser · Boutique (under $100M) | $2.8M | 15 | 1 | 01/11/2017 | ☆ | |
| 27731 | T Green Wealth Advisors Llc CRD 292162 | Wealth Manager · Boutique (under $100M) | $2.8M | 34 | 34 | 1 | 03/10/2026 | ☆ | |
| 27732 | Chiarezza Capital Management, Llc CRD 169290 | Wealth Manager · Boutique (under $100M) | $2.8M | 11 | 11 | 1 | 01/13/2026 | ☆ | |
| 27733 | Propel Private Wealth Llc CRD 340734 | Wealth Manager · Boutique (under $100M) | $2.8M | 3 | 3 | 1 | 08/03/2026 | ☆ | |
| 27734 | Fusion Planning Llc CRD 338879 | Wealth Manager · Boutique (under $100M) | $2.8M | 37 | 37 | 1 | 03/31/2026 | ☆ | |
| 27735 | Finmentum Llc CRD 339822 | Wealth Manager · Boutique (under $100M) | $2.8M | 7 | 7 | 1 | 03/30/2026 | ☆ | |
| 27736 | Euclid Harding, Llc CRD 336693 | Wealth Manager · Boutique (under $100M) | $2.8M | 4 | 13 | 1 | 01/14/2026 | ☆ | |
| 27737 | Silverbrook Investment Advisors, Inc. CRD 153911 | Insurance-Affiliated · Boutique (under $100M) | $2.8M | 27 | 27 | 1 | 01/08/2018 | ☆ | |
| 27738 | Ingeniq Llc CRD 327212 | Bedford, MA | Wealth Manager · Boutique (under $100M) | $2.8M | 0 | 19 | 1 | 03/30/2026 | ☆ |
| 27739 | Insight Family Financial, Llc CRD 317633 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $2.8M | 23 | 23 | 1 | 08/10/2026 | ☆ |
| 27740 | Socal Planners, Inc CRD 173062 | Valencia, CA | Insurance-Affiliated · Boutique (under $100M) | $2.8M | 18 | 18 | 1 | 08/11/2026 | ☆ |
| 27741 | Highline Private Wealth, Llc CRD 332393 | Wealth Manager · Boutique (under $100M) | $2.8M | 8 | 24 | 2 | 03/30/2026 | ☆ | |
| 27742 | Align Financial Planning, Llc CRD 324318 | Southern Pines, NC | Wealth Manager · Boutique (under $100M) | $2.8M | 15 | 49 | 1 | 03/11/2026 | ☆ |
| 27743 | Dph Financial Llc CRD 174893 | Wealth Manager · Boutique (under $100M) | $2.8M | 19 | 30 | 1 | 05/19/2026 | ☆ | |
| 27744 | Luther Wealth Management Llc CRD 296980 | Wealth Manager · Boutique (under $100M) | $2.8M | 6 | 7 | 1 | 03/29/2026 | ☆ | |
| 27745 | Stewardship Asset Management Llc CRD 334790 | Wealth Manager · Boutique (under $100M) | $2.7M | 14 | 20 | 1 | 01/05/2026 | ☆ | |
| 27746 | Seterios Wealth Advisors Llc CRD 322824 | Wealth Manager · Boutique (under $100M) | $2.7M | 2 | 3 | 10/22/2024 | ☆ | ||
| 27747 | Faithful Financial Llc CRD 305653 | Wealth Manager · Boutique (under $100M) | $2.7M | 13 | 27 | 1 | 08/14/2026 | ☆ | |
| 27748 | Infinity Financial Planning Llc CRD 305590 | Los Banos, CA | Wealth Manager · Boutique (under $100M) | $2.7M | 10 | 10 | 1 | 03/31/2026 | ☆ |
| 27749 | Orbit Financial Planning And Investments CRD 329538 | Wealth Manager · Boutique (under $100M) | $2.7M | 5 | 1 | 02/05/2026 | ☆ | ||
| 27750 | Courtside Wealth Partners Llc CRD 332257 | Wealth Manager · Boutique (under $100M) | $2.7M | 6 | 6 | 1 | 08/18/2026 | ☆ |