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 |
|---|---|---|---|---|---|---|---|---|---|
| 27751 | Clearpeak Capital Management Llc CRD 315374 | Wealth Manager · Boutique (under $100M) | $2.7M | 26 | 25 | 1 | 06/27/2023 | ☆ | |
| 27752 | Legacy Planning Group Llc CRD 327860 | Wealth Manager · Boutique (under $100M) | $2.7M | 33 | 111 | 1 | 04/06/2026 | ☆ | |
| 27753 | Edgewater Management Partners Llc CRD 309715 | Wealth Manager · Boutique (under $100M) | $2.7M | 5 | 5 | 1 | 03/03/2025 | ☆ | |
| 27754 | Indian Head Partners Llc CRD 284815 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 12 | 1 | 05/19/2026 | ☆ | |
| 27755 | Global Macro Asset Management Llc CRD 171568 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $2.7M | 9 | 9 | 2 | 03/16/2026 | ☆ |
| 27756 | Magis Management, Llc CRD 169249 | Wealth Manager · Boutique (under $100M) | $2.7M | 18 | 31 | 1 | 03/31/2026 | ☆ | |
| 27757 | Fortune Capital Management Llc CRD 311743 | Wealth Manager · Boutique (under $100M) | $2.7M | 12 | 15 | 1 | 09/07/2023 | ☆ | |
| 27758 | Spectrum Ac Advisors, Llc CRD 298849 | Wealth Manager · Boutique (under $100M) | $2.7M | 4 | 11 | 1 | 04/20/2026 | ☆ | |
| 27759 | Dfg Investments Llc CRD 330790 | Hilo, HI | Insurance-Affiliated · Boutique (under $100M) | $2.7M | 22 | 38 | 1 | 03/27/2026 | ☆ |
| 27760 | Griggs Capital Llc CRD 168137 | Wealth Manager · Boutique (under $100M) | $2.7M | 4 | 1 | 01/07/2026 | ☆ | ||
| 27761 | Ap Financial Contingency Group Inc CRD 310670 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 7 | 1 | 03/24/2026 | ☆ | |
| 27762 | Ronald L Perkins Dba Perkinsfinancail CRD 304422 | Madison, WI | Insurance-Affiliated · Boutique (under $100M) | $2.7M | 5 | 5 | 1 | 06/20/2025 | ☆ |
| 27763 | William Cary Capital Management, Llc CRD 292135 | Flourtown, PA | Private Fund Manager · Boutique (under $100M) | $2.7M | 1 | 1 | 2 | 03/30/2026 | ☆ |
| 27764 | Cadalyst, Llc CRD 283068 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 7 | 1 | 04/10/2025 | ☆ | |
| 27765 | Hughes Capital Management, Llc CRD 169138 | Wealth Manager · Boutique (under $100M) | $2.7M | 6 | 10 | 1 | 03/10/2026 | ☆ | |
| 27766 | Lakeview Financial Planning, Inc. CRD 289377 | Wealth Manager · Boutique (under $100M) | $2.7M | 9 | 10 | 1 | 10/02/2023 | ☆ | |
| 27767 | Yuka Corp CRD 337865 | Houston, TX | Wealth Manager · Boutique (under $100M) | $2.7M | 2 | 2 | 1 | 05/05/2026 | ☆ |
| 27768 | Dlc Wealth Management Llc CRD 330170 | Wealth Manager · Boutique (under $100M) | $2.7M | 18 | 26 | 2 | 06/02/2026 | ☆ | |
| 27769 | Lincoln Asset Management CRD 131192 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 7 | 1 | 05/15/2018 | ☆ | |
| 27770 | Wolfson Private Wealth, Llc CRD 314416 | Ft. Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $2.7M | 16 | 16 | 1 | 03/25/2026 | ☆ |
| 27771 | Organik Capital Llc CRD 322705 | Wealth Manager · Boutique (under $100M) | $2.7M | 8 | 18 | 1 | 03/31/2026 | ☆ | |
| 27772 | Corcoran Wealth Management Llc CRD 162162 | Wealth Manager · Boutique (under $100M) | $2.7M | 46 | 46 | 1 | 04/15/2026 | ☆ | |
| 27773 | Newstead Capital Management Llc CRD 333245 | Wealth Manager · Boutique (under $100M) | $2.7M | 5 | 10 | 2 | 04/15/2026 | ☆ | |
| 27774 | Ultra Advisors Llc CRD 301668 | Lyndhurst, OH | Wealth Manager · Boutique (under $100M) | $2.7M | 76 | 46 | 4 | 03/31/2026 | ☆ |
| 27775 | Maximum Advisory Inc CRD 284983 | Wealth Manager · Boutique (under $100M) | $2.7M | 14 | 14 | 1 | 03/30/2026 | ☆ | |
| 27776 | Jeffries Wealth Management, Llc CRD 323385 | Wealth Manager · Boutique (under $100M) | $2.7M | 34 | 49 | 1 | 06/25/2026 | ☆ | |
| 27777 | Midwest Financial Management, Llc CRD 315738 | Wealth Manager · Boutique (under $100M) | $2.7M | 13 | 20 | 1 | 07/23/2026 | ☆ | |
| 27778 | Artificial Alpha Investments CRD 315902 | Wealth Manager · Boutique (under $100M) | $2.7M | 4 | 4 | 1 | 03/04/2026 | ☆ | |
| 27779 | Flatiron Wealth Advisors, Llc CRD 318513 | Wealth Manager · Boutique (under $100M) | $2.7M | 9 | 9 | 1 | 03/07/2026 | ☆ | |
| 27780 | Lahoud & Associates Llc CRD 313749 | Wealth Manager · Boutique (under $100M) | $2.7M | 12 | 12 | 1 | 06/02/2026 | ☆ | |
| 27781 | Sovereign Capital Llc CRD 313108 | Wealth Manager · Boutique (under $100M) | $2.7M | 3 | 6 | 1 | 02/03/2026 | ☆ | |
| 27782 | Niro Nivesto Llc CRD 336777 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 28 | 1 | 02/03/2026 | ☆ | |
| 27783 | Salt Creek Hills Money, Ltd. CRD 172401 | Wealth Manager · Boutique (under $100M) | $2.7M | 9 | 9 | 1 | 04/02/2026 | ☆ | |
| 27784 | Cratero Capital Llc CRD 317496 | St. Louis, MO | Wealth Manager · Boutique (under $100M) | $2.7M | 8 | 20 | 1 | 08/14/2026 | ☆ |
| 27785 | Blue Devil Advisors Llc CRD 329173 | Pittsburgh, PA | Wealth Manager · Boutique (under $100M) | $2.7M | 4 | 6 | 1 | 05/13/2026 | ☆ |
| 27786 | White Stork Asset Management Llc CRD 289149 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $2.7M | 25 | 25 | 2 | 01/05/2026 | ☆ |
| 27787 | Verecan Asset Management Inc. CRD 337563 | Halifax, Nova Scotia | Wealth Manager · Boutique (under $100M) | $2.7M | 10 | 15 | 39 | 03/30/2026 | ☆ |
| 27788 | Bellwether Investment Services Llc CRD 306126 | Wealth Manager · Boutique (under $100M) | $2.7M | 18 | 29 | 1 | 01/22/2026 | ☆ | |
| 27789 | Cortina Capital, Llc CRD 297218 | Wealth Manager · Boutique (under $100M) | $2.7M | 12 | 12 | 1 | 05/20/2026 | ☆ | |
| 27790 | Cip Capital Management, Llc CRD 321225 | Cambridge, MA | Wealth Manager · Boutique (under $100M) | $2.6M | 8 | 8 | 4 | 08/03/2026 | ☆ |
| 27791 | Your Investment Advisor Llc CRD 333179 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $2.6M | 14 | 16 | 1 | 01/02/2026 | ☆ |
| 27792 | Forward Financial Planning Llc CRD 322647 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $2.6M | 10 | 1 | 07/27/2026 | ☆ | |
| 27793 | Investably Llc CRD 315745 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $2.6M | 14 | 35 | 1 | 03/23/2026 | ☆ |
| 27794 | Sow And Reap Financial Llc CRD 331033 | Wealth Manager · Boutique (under $100M) | $2.6M | 0 | 23 | 1 | 04/01/2026 | ☆ | |
| 27795 | Nytrx Llc CRD 312141 | Wealth Manager · Boutique (under $100M) | $2.6M | 8 | 23 | 1 | 01/12/2026 | ☆ | |
| 27796 | Wintrice Money Advisors, Llc CRD 151272 | Wealth Manager · Boutique (under $100M) | $2.6M | 11 | 11 | 1 | 02/23/2026 | ☆ | |
| 27797 | American Expats In Europe Ltd. CRD 319225 | Wealth Manager · Boutique (under $100M) | $2.6M | 19 | 19 | 3 | 05/27/2026 | ☆ | |
| 27798 | Aeon Capital Partners, Llc CRD 308424 | Wealth Manager · Boutique (under $100M) | $2.6M | 23 | 32 | 1 | 07/21/2026 | ☆ | |
| 27799 | Group U, Llc CRD 329765 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $2.6M | 24 | 24 | 1 | 04/27/2026 | ☆ |
| 27800 | Prajana Ventures, Llc CRD 330633 | Rock Hill, SC | Wealth Manager · Boutique (under $100M) | $2.6M | 190 | 185 | 3 | 07/29/2026 | ☆ |