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 |
|---|---|---|---|---|---|---|---|---|---|
| 27851 | Idylian Capital, Llc CRD 316887 | Mcallen, TX | Private Fund Manager · Boutique (under $100M) | $2.5M | 6 | 6 | 2 | 08/10/2026 | ☆ |
| 27852 | Life Stage Investing, Llc CRD 311676 | Wealth Manager · Boutique (under $100M) | $2.5M | 16 | 31 | 1 | 03/29/2026 | ☆ | |
| 27853 | Michael Fulcher CRD 115218 | Wealth Manager · Boutique (under $100M) | $2.5M | 6 | 6 | 1 | 09/04/2024 | ☆ | |
| 27854 | P. Worldwide, Llc CRD 159664 | Wealth Manager · Boutique (under $100M) | $2.5M | 12 | 12 | 1 | 06/26/2026 | ☆ | |
| 27855 | Penserra Wealth Management Llc CRD 333218 | Orinda, CA | Wealth Manager · Boutique (under $100M) | $2.5M | 8 | 8 | 2 | 06/23/2026 | ☆ |
| 27856 | Proyash Capital Management CRD 285568 | Wealth Manager · Boutique (under $100M) | $2.5M | 50 | 50 | 2 | 06/04/2026 | ☆ | |
| 27857 | Purple Mountain Investment Advisors Llc CRD 283230 | Wealth Manager · Boutique (under $100M) | $2.5M | 15 | 15 | 2 | 01/08/2020 | ☆ | |
| 27858 | Robert A Bonavito CRD 129894 | Scotch Plains, NJ | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $2.5M | 18 | 1 | 12/28/2015 | ☆ | |
| 27859 | The Jones Stewardship Group, Llc CRD 150314 | Elk Grove, CA | Wealth Manager · Boutique (under $100M) | $2.5M | 8 | 12 | 1 | 05/13/2026 | ☆ |
| 27860 | Worth Charting Group Llc CRD 340328 | New York, NY | Mutual Fund / Asset Manager · Boutique (under $100M) | $2.5M | 1 | 1 | 2 | 04/13/2026 | ☆ |
| 27861 | Jay Blue Capital, Llc CRD 340035 | Wealth Manager · Boutique (under $100M) | $2.5M | 0 | 4 | 1 | 03/18/2026 | ☆ | |
| 27862 | Black Mammoth Llc CRD 310508 | Insurance-Affiliated · Boutique (under $100M) | $2.5M | 31 | 31 | 1 | 03/31/2026 | ☆ | |
| 27863 | Eliason Wealth Management Llc CRD 318316 | Centennial, CO | Wealth Manager · Boutique (under $100M) | $2.5M | 25 | 45 | 1 | 01/27/2026 | ☆ |
| 27864 | Francis Wealth Solutions, Llc CRD 314607 | Wealth Manager · Boutique (under $100M) | $2.5M | 10 | 10 | 1 | 03/05/2026 | ☆ | |
| 27865 | Grenadilla Advisory Llc CRD 336376 | Wealth Manager · Boutique (under $100M) | $2.5M | 4 | 1 | 07/09/2026 | ☆ | ||
| 27866 | Dougherty Financial Planning, Llc CRD 317397 | Tallahassee, FL | Wealth Manager · Boutique (under $100M) | $2.5M | 12 | 24 | 1 | 03/16/2026 | ☆ |
| 27867 | East River Capital Management Llc CRD 329485 | Pittsfield, MA | Wealth Manager · Boutique (under $100M) | $2.5M | 2 | 3 | 1 | 09/05/2025 | ☆ |
| 27868 | Charitable Foundation Services Llc CRD 140125 | Endowment & Foundation Advisor · Boutique (under $100M) | $2.5M | 1 | 1 | 03/24/2026 | ☆ | ||
| 27869 | Quayle, Robert Allen CRD 21335 | Grand Blanc, MI | Wealth Manager · Boutique (under $100M) | $2.5M | 8 | 8 | 2 | 08/05/2026 | ☆ |
| 27870 | Valiance Group Llc CRD 170689 | Wealth Manager · Boutique (under $100M) | $2.5M | 2 | 2 | 1 | 05/15/2024 | ☆ | |
| 27871 | Sweezey, Laura Jean CRD 146442 | Wealth Manager · Boutique (under $100M) | $2.5M | 11 | 19 | 1 | 03/29/2026 | ☆ | |
| 27872 | Kolomichuk, Keith, Adam CRD 313683 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $2.5M | 23 | 56 | 2 | 04/07/2026 | ☆ |
| 27873 | Namm Financial Llc CRD 151860 | Plantation, FL | Insurance-Affiliated · Boutique (under $100M) | $2.5M | 11 | 13 | 1 | 02/23/2022 | ☆ |
| 27874 | Regatta Financial Llc CRD 333067 | Wealth Manager · Boutique (under $100M) | $2.5M | 4 | 1 | 01/29/2026 | ☆ | ||
| 27875 | Corners Financial Planning, Llc CRD 298700 | Peachtree Corners, GA | Insurance-Affiliated · Boutique (under $100M) | $2.4M | 23 | 37 | 1 | 02/24/2026 | ☆ |
| 27876 | Your Path Financial Llc CRD 298339 | Wealth Manager · Boutique (under $100M) | $2.4M | 3 | 3 | 2 | 03/03/2026 | ☆ | |
| 27877 | Financial Positioning System, Inc CRD 165756 | Derwood, MD | Wealth Manager · Boutique (under $100M) | $2.4M | 9 | 14 | 1 | 02/15/2024 | ☆ |
| 27878 | Klocker Investment Advisers CRD 334364 | Wealth Manager · Boutique (under $100M) | $2.4M | 20 | 15 | 1 | 05/27/2026 | ☆ | |
| 27879 | Pi Square Capital, Llc CRD 153310 | Insurance-Affiliated · Boutique (under $100M) | $2.4M | 4 | 7 | 1 | 03/13/2026 | ☆ | |
| 27880 | Seniors Security Financial, Ltd. CRD 140317 | Wealth Manager · Boutique (under $100M) | $2.4M | 33 | 36 | 1 | 06/14/2022 | ☆ | |
| 27881 | Avant Wealth Management, Llc CRD 289017 | Insurance-Affiliated · Boutique (under $100M) | $2.4M | 7 | 16 | 1 | 04/08/2026 | ☆ | |
| 27882 | Wingert Investment Management, Llc CRD 116049 | Wealth Manager · Boutique (under $100M) | $2.4M | 5 | 9 | 1 | 03/22/2026 | ☆ | |
| 27883 | Freedom Financial Planning Solutions, Llc CRD 292288 | Wealth Manager · Boutique (under $100M) | $2.4M | 19 | 37 | 1 | 04/30/2026 | ☆ | |
| 27884 | Weatherby Capital, Llc CRD 333716 | Wealth Manager · Boutique (under $100M) | $2.4M | 7 | 9 | 1 | 03/23/2026 | ☆ | |
| 27885 | Scale Investment Group, Llc CRD 154709 | Wealth Manager · Boutique (under $100M) | $2.4M | 15 | 1 | 03/30/2026 | ☆ | ||
| 27886 | Tactical Capital Llc CRD 316576 | Wealth Manager · Boutique (under $100M) | $2.4M | 7 | 1 | 03/25/2026 | ☆ | ||
| 27887 | As Investment Partners Llc CRD 329772 | Wealth Manager · Boutique (under $100M) | $2.4M | 11 | 13 | 1 | 06/24/2026 | ☆ | |
| 27888 | North Pointe Financial Advisors, Inc CRD 162646 | Wealth Manager · Boutique (under $100M) | $2.4M | 5 | 5 | 1 | 03/16/2026 | ☆ | |
| 27889 | Jlm Advisors Llc CRD 288125 | Wealth Manager · Boutique (under $100M) | $2.4M | 25 | 25 | 1 | 03/31/2026 | ☆ | |
| 27890 | Top Shelf Advisors CRD 316463 | Wealth Manager · Boutique (under $100M) | $2.4M | 19 | 31 | 1 | 03/07/2026 | ☆ | |
| 27891 | Stamper Capital & Investments, Inc. CRD 106041 | Wealth Manager · Boutique (under $100M) | $2.4M | 3 | 3 | 1 | 02/12/2026 | ☆ | |
| 27892 | Trj Wealth Management, Inc. CRD 128661 | Wealth Manager · Boutique (under $100M) | $2.4M | 18 | 18 | 1 | 02/06/2026 | ☆ | |
| 27893 | Whtg Wealth Management, Llc CRD 338295 | Wealth Manager · Boutique (under $100M) | $2.4M | 20 | 29 | 1 | 02/13/2026 | ☆ | |
| 27894 | Bryan Advisory Services, Llc CRD 153659 | Canonsburg, PA | Institutional / Pension Advisor · Boutique (under $100M) | $2.4M | 20 | 20 | 1 | 06/15/2026 | ☆ |
| 27895 | Wingate Capital Advisors Llc CRD 168188 | Tulsa, OK | Wealth Manager · Boutique (under $100M) | $2.4M | 35 | 35 | 2 | 03/30/2026 | ☆ |
| 27896 | Atlas Sustainable Wealth, Llc CRD 300878 | Wealth Manager · Boutique (under $100M) | $2.4M | 0 | 10 | 1 | 01/22/2025 | ☆ | |
| 27897 | Aztec Capital Llc CRD 167113 | Wealth Manager · Boutique (under $100M) | $2.4M | 20 | 20 | 1 | 07/02/2023 | ☆ | |
| 27898 | Lachance Wealth Partners CRD 334912 | Wealth Manager · Boutique (under $100M) | $2.4M | 12 | 13 | 1 | 07/27/2026 | ☆ | |
| 27899 | Orend Investment Management, Inc. CRD 119693 | Youngstown, OH | Wealth Manager · Boutique (under $100M) | $2.4M | 7 | 7 | 1 | 03/20/2026 | ☆ |
| 27900 | Retirement Planning Group, Llc CRD 337562 | Mason, OH | Wealth Manager · Boutique (under $100M) | $2.4M | 2 | 1 | 02/16/2026 | ☆ |