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 |
|---|---|---|---|---|---|---|---|---|---|
| 27901 | Nytrx Llc CRD 312141 | Wealth Manager · Boutique (under $100M) | $2.6M | 8 | 23 | 1 | 01/12/2026 | ☆ | |
| 27902 | Wintrice Money Advisors, Llc CRD 151272 | Wealth Manager · Boutique (under $100M) | $2.6M | 11 | 11 | 1 | 02/23/2026 | ☆ | |
| 27903 | American Expats In Europe Ltd. CRD 319225 | Wealth Manager · Boutique (under $100M) | $2.6M | 19 | 19 | 3 | 05/27/2026 | ☆ | |
| 27904 | Aeon Capital Partners, Llc CRD 308424 | Wealth Manager · Boutique (under $100M) | $2.6M | 23 | 32 | 1 | 07/21/2026 | ☆ | |
| 27905 | Group U, Llc CRD 329765 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $2.6M | 24 | 24 | 1 | 04/27/2026 | ☆ |
| 27906 | Prajana Ventures, Llc CRD 330633 | Rock Hill, SC | Wealth Manager · Boutique (under $100M) | $2.6M | 185 | 185 | 3 | 10/05/2026 | ☆ |
| 27907 | Winyah Financial Services, Llc CRD 136690 | Insurance-Affiliated · Boutique (under $100M) | $2.6M | 8 | 8 | 1 | 01/15/2026 | ☆ | |
| 27908 | Burgan, Brian Wayne CRD 112906 | Wealth Manager · Boutique (under $100M) | $2.6M | 9 | 16 | 1 | 03/08/2026 | ☆ | |
| 27909 | Overshare Advice And Planning, Llc CRD 300372 | Wealth Manager · Boutique (under $100M) | $2.6M | 4 | 10 | 2 | 03/30/2026 | ☆ | |
| 27910 | Greystone Capital Management Llc CRD 305913 | Wealth Manager · Boutique (under $100M) | $2.6M | 14 | 15 | 1 | 03/31/2026 | ☆ | |
| 27911 | Adriatic Wealth Management Llc CRD 287493 | Norwalk, CT | Wealth Manager · Boutique (under $100M) | $2.6M | 20 | 20 | 1 | 03/30/2026 | ☆ |
| 27912 | Kpoint Capital Llc CRD 333024 | Manhasset, NY | Investment Adviser · Boutique (under $100M) | $2.6M | 9 | 1 | 04/26/2026 | ☆ | |
| 27913 | Mb Blue Gp Llc CRD 300176 | Santa Monica, CA | Wealth Manager · Boutique (under $100M) | $2.6M | 28 | 24 | 1 | 03/17/2026 | ☆ |
| 27914 | Martinez, Carla Lucia CRD 156071 | Insurance-Affiliated · Boutique (under $100M) | $2.6M | 13 | 13 | 1 | 03/30/2026 | ☆ | |
| 27915 | Conroy Capital Llc CRD 338896 | Wealth Manager · Boutique (under $100M) | $2.6M | 30 | 58 | 1 | 09/22/2026 | ☆ | |
| 27916 | Horizon Capital Management, Inc. CRD 110400 | Wealth Manager · Boutique (under $100M) | $2.6M | 35 | 35 | 1 | 01/22/2026 | ☆ | |
| 27917 | Investamily, Llc CRD 290204 | Wealth Manager · Boutique (under $100M) | $2.6M | 5 | 5 | 2 | 05/13/2026 | ☆ | |
| 27918 | Orchard Wealth & Legacy Management Llc CRD 289104 | Wealth Manager · Boutique (under $100M) | $2.6M | 9 | 23 | 1 | 03/25/2026 | ☆ | |
| 27919 | Rational Capital Advisors Llc CRD 323531 | Ambler, PA | Wealth Manager · Boutique (under $100M) | $2.6M | 4 | 2 | 03/23/2026 | ☆ | |
| 27920 | Scott, Roger Stephen CRD 143579 | Wealth Manager · Boutique (under $100M) | $2.6M | 9 | 9 | 1 | 02/02/2026 | ☆ | |
| 27921 | Moeller, Steven Dieter CRD 171312 | El Dorado Hills, CA | Insurance-Affiliated · Boutique (under $100M) | $2.6M | 5 | 3 | 1 | 02/17/2026 | ☆ |
| 27922 | Southern Wealth Builders Llc CRD 326800 | Wealth Manager · Boutique (under $100M) | $2.6M | 26 | 26 | 1 | 06/30/2026 | ☆ | |
| 27923 | Sg Financial Group, Llc CRD 324737 | Wealth Manager · Boutique (under $100M) | $2.6M | 7 | 10 | 1 | 03/31/2026 | ☆ | |
| 27924 | Cj Perry Financial, Llc CRD 330703 | Wealth Manager · Boutique (under $100M) | $2.6M | 10 | 15 | 1 | 03/24/2026 | ☆ | |
| 27925 | Holland Strategic Wealth Advisors Llc CRD 334665 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $2.6M | 18 | 24 | 1 | 04/27/2026 | ☆ |
| 27926 | Empower Financial Advisors, Llc CRD 334722 | Wealth Manager · Boutique (under $100M) | $2.6M | 5 | 1 | 08/21/2026 | ☆ | ||
| 27927 | Namsoft Advisors, Llc CRD 338837 | Wealth Manager · Boutique (under $100M) | $2.6M | 14 | 14 | 1 | 05/07/2026 | ☆ | |
| 27928 | Metcalf Investment Management, Llc CRD 307993 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $2.6M | 5 | 7 | 1 | 06/25/2026 | ☆ |
| 27929 | Sardona Global Advisors Llc CRD 326726 | Miami, FL | Wealth Manager · Boutique (under $100M) | $2.6M | 3 | 3 | 2 | 10/02/2026 | ☆ |
| 27930 | Richard K. E. Akinyemi CRD 165217 | Montgomery, AL | Wealth Manager · Boutique (under $100M) | $2.6M | 32 | 32 | 1 | 03/31/2026 | ☆ |
| 27931 | Empire Wealth Management, Llc CRD 155101 | Wealth Manager · Boutique (under $100M) | $2.6M | 12 | 15 | 1 | 03/04/2026 | ☆ | |
| 27932 | Long Advisors Llc CRD 322839 | Wealth Manager · Boutique (under $100M) | $2.6M | 3 | 3 | 1 | 01/09/2026 | ☆ | |
| 27933 | Dressel, Matthew, Elliott CRD 150271 | Morehead City, NC | Wealth Manager · Boutique (under $100M) | $2.6M | 150 | 150 | 1 | 03/07/2026 | ☆ |
| 27934 | Jwc Advisors Llc CRD 306824 | Wealth Manager · Boutique (under $100M) | $2.6M | 10 | 10 | 1 | 03/07/2026 | ☆ | |
| 27935 | Monreal,Mark CRD 134346 | Insurance-Affiliated · Boutique (under $100M) | $2.5M | 21 | 32 | 1 | 01/28/2026 | ☆ | |
| 27936 | Hughes Wealth Management Incorporated CRD 321954 | Wealth Manager · Boutique (under $100M) | $2.5M | 3 | 3 | 0 | 06/09/2026 | ☆ | |
| 27937 | Build Whale, Inc. CRD 330063 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $2.5M | 3,006 | 3,006 | 7 | 09/30/2026 | ☆ |
| 27938 | Vassas Jr., James W CRD 282853 | Insurance-Affiliated · Boutique (under $100M) | $2.5M | 55 | 55 | 1 | 03/12/2026 | ☆ | |
| 27939 | Aionios Capital Partners, Llc CRD 313190 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $2.5M | 1 | 1 | 1 | 03/30/2026 | ☆ |
| 27940 | Omni Investment Solutions Llc CRD 329893 | Mesa, AZ | Wealth Manager · Boutique (under $100M) | $2.5M | 14 | 14 | 3 | 04/24/2026 | ☆ |
| 27941 | Total Financial Planning, Llc CRD 286588 | Wealth Manager · Boutique (under $100M) | $2.5M | 9 | 9 | 1 | 07/19/2026 | ☆ | |
| 27942 | Differential Planning Llc CRD 312926 | Wealth Manager · Boutique (under $100M) | $2.5M | 28 | 94 | 1 | 02/20/2026 | ☆ | |
| 27943 | Inexco Advisors Llc CRD 301686 | Private Fund Manager · Boutique (under $100M) | $2.5M | 1 | 1 | 3 | 01/23/2026 | ☆ | |
| 27944 | Greenfield Financial Services, Llc CRD 166095 | Wealth Manager · Boutique (under $100M) | $2.5M | 11 | 14 | 1 | 03/18/2026 | ☆ | |
| 27945 | Alpha Innovators Llc CRD 338507 | Wealth Manager · Boutique (under $100M) | $2.5M | 18 | 16 | 1 | 10/02/2026 | ☆ | |
| 27946 | Onward Advisors Llc CRD 316214 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $2.5M | 0 | 2 | 5 | 09/29/2026 | ☆ |
| 27947 | Jrm Capital Management Inc. CRD 142039 | Wealth Manager · Boutique (under $100M) | $2.5M | 34 | 41 | 1 | 03/31/2026 | ☆ | |
| 27948 | Investment Management Llc CRD 329641 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $2.5M | 11 | 12 | 3 | 08/18/2026 | ☆ |
| 27949 | Flourish Financial Life Planning, Llc CRD 325740 | Wealth Manager · Boutique (under $100M) | $2.5M | 13 | 22 | 0 | 03/09/2026 | ☆ | |
| 27950 | Cogswell, James D CRD 155411 | Wealth Manager · Boutique (under $100M) | $2.5M | 10 | 10 | 1 | 06/05/2026 | ☆ |