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 |
|---|---|---|---|---|---|---|---|---|---|
| 27951 | A. Schaffer Advisor Services Llc CRD 318140 | Wealth Manager · Boutique (under $100M) | $2.3M | 6 | 10 | 1 | 03/24/2026 | ☆ | |
| 27952 | Asbury Capital, Llc CRD 325293 | Wealth Manager · Boutique (under $100M) | $2.3M | 7 | 18 | 1 | 01/13/2026 | ☆ | |
| 27953 | Letteney Financial Advisory, Llc CRD 305944 | Wealth Manager · Boutique (under $100M) | $2.3M | 45 | 60 | 1 | 03/27/2026 | ☆ | |
| 27954 | Poling Capital Management, Llc CRD 117081 | Wealth Manager · Boutique (under $100M) | $2.3M | 3 | 3 | 1 | 02/16/2026 | ☆ | |
| 27955 | Lockyer Investments Llc CRD 335643 | Rosemont, IL | Wealth Manager · Boutique (under $100M) | $2.3M | 9 | 11 | 1 | 06/02/2026 | ☆ |
| 27956 | Maris Wealth Management Llc CRD 322487 | Wealth Manager · Boutique (under $100M) | $2.3M | 31 | 43 | 1 | 03/31/2026 | ☆ | |
| 27957 | Obar Wealth Management Llc CRD 332815 | Lake Forest, IL | Wealth Manager · Boutique (under $100M) | $2.3M | 14 | 17 | 1 | 03/24/2026 | ☆ |
| 27958 | Cornerstone Asset Management, Llc CRD 140073 | Wealth Manager · Boutique (under $100M) | $2.3M | 18 | 15 | 1 | 02/24/2026 | ☆ | |
| 27959 | Fengcapital Llc CRD 174871 | Wealth Manager · Boutique (under $100M) | $2.3M | 1 | 1 | 03/29/2026 | ☆ | ||
| 27960 | Dream Weaver Financial Planning Llc CRD 332199 | Wealth Manager · Boutique (under $100M) | $2.3M | 9 | 27 | 1 | 01/14/2026 | ☆ | |
| 27961 | Bedinghaus Financial Group, Inc CRD 318378 | Clearwater, FL | Wealth Manager · Boutique (under $100M) | $2.3M | 6 | 6 | 1 | 12/04/2024 | ☆ |
| 27962 | Adestella Investment Management Llc CRD 330040 | Wealth Manager · Boutique (under $100M) | $2.3M | 12 | 12 | 1 | 02/18/2026 | ☆ | |
| 27963 | Kwm Financial Llc CRD 288528 | Porstmouth, NH | Wealth Manager · Boutique (under $100M) | $2.3M | 4 | 7 | 1 | 03/30/2026 | ☆ |
| 27964 | Orbital Management Llc CRD 331602 | Ardmore, PA | Wealth Manager · Boutique (under $100M) | $2.3M | 4 | 10 | 1 | 04/16/2026 | ☆ |
| 27965 | N CRD 342798 | Wealth Manager · Boutique (under $100M) | $2.3M | 7 | 1 | 12 | 06/25/2026 | ☆ | |
| 27966 | Still Waters Investment Strategies Llc CRD 337727 | Wealth Manager · Boutique (under $100M) | $2.3M | 11 | 1 | 02/23/2026 | ☆ | ||
| 27967 | Replica Wealth Advisors Inc CRD 304902 | Colorado Springs, CO | Insurance-Affiliated · Boutique (under $100M) | $2.3M | 18 | 32 | 1 | 06/03/2026 | ☆ |
| 27968 | Cave, Inc. CRD 126171 | Insurance-Affiliated · Boutique (under $100M) | $2.3M | 15 | 25 | 1 | 04/09/2026 | ☆ | |
| 27969 | Triangulum Wealth Management Llc CRD 306929 | Wealth Manager · Boutique (under $100M) | $2.3M | 0 | 5 | 1 | 03/30/2026 | ☆ | |
| 27970 | Angel Legacy Advisors, Llc CRD 337395 | Lubbock, TX | Wealth Manager · Boutique (under $100M) | $2.2M | 15 | 65 | 1 | 03/02/2026 | ☆ |
| 27971 | Harbor Horizon Financial, Llc CRD 332911 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 4 | 16 | 1 | 03/12/2026 | ☆ | |
| 27972 | Shipwright Advisors, Llc CRD 329816 | Burlington, VT | Wealth Manager · Boutique (under $100M) | $2.2M | 18 | 64 | 1 | 03/30/2026 | ☆ |
| 27973 | Encompass Financial Holdings Inc. CRD 331597 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 1 | 5 | 1 | 01/28/2026 | ☆ |
| 27974 | Falcon Royal, Llc CRD 174046 | Wealth Manager · Boutique (under $100M) | $2.2M | 8 | 13 | 1 | 03/30/2026 | ☆ | |
| 27975 | Rational Frontier Advisors, Llc CRD 146939 | Wealth Manager · Boutique (under $100M) | $2.2M | 1 | 1 | 1 | 04/25/2024 | ☆ | |
| 27976 | Inversewealth Llc CRD 333749 | San Ramon, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 12 | 1 | 08/04/2026 | ☆ |
| 27977 | Ned Davis Research, Inc. CRD 112260 | Sarasota, FL | Mutual Fund / Asset Manager · Boutique (under $100M) | $2.2M | 1,577 | 2 | 68 | 12/18/2025 | ☆ |
| 27978 | Franson Financial Llc CRD 321943 | Hayward, WI | Wealth Manager · Boutique (under $100M) | $2.2M | 19 | 33 | 2 | 04/22/2026 | ☆ |
| 27979 | Strait Direction Wealth Management CRD 314742 | Lyndhurst, OH | Wealth Manager · Boutique (under $100M) | $2.2M | 17 | 17 | 1 | 03/31/2026 | ☆ |
| 27980 | Jcm3 Asset Management, Llc CRD 327263 | Wealth Manager · Boutique (under $100M) | $2.2M | 1 | 1 | 02/28/2026 | ☆ | ||
| 27981 | Fifth Point Advisors Llc CRD 282146 | Private Fund Manager · Boutique (under $100M) | $2.2M | 7 | 7 | 1 | 03/28/2026 | ☆ | |
| 27982 | Chez Shea Llc CRD 334080 | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 1 | 02/14/2026 | ☆ | ||
| 27983 | Two Tree Financial, Llc CRD 331906 | Wealth Manager · Boutique (under $100M) | $2.2M | 26 | 38 | 1 | 08/12/2026 | ☆ | |
| 27984 | N CRD 329377 | Wealth Manager · Boutique (under $100M) | $2.2M | 7 | 10 | 1 | 03/29/2025 | ☆ | |
| 27985 | Randall, Patrick Matthew CRD 318804 | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 15 | 1 | 03/31/2026 | ☆ | |
| 27986 | Joseph M. Larsen, C.P.A., P.C. CRD 281445 | Provo, UT | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 2 | 1 | 03/06/2026 | ☆ |
| 27987 | Clifton Myers Financial Advisory, Inc. CRD 132638 | Round Rock, TX | Wealth Manager · Boutique (under $100M) | $2.2M | 15 | 15 | 1 | 03/20/2026 | ☆ |
| 27988 | Gb Investments Llc CRD 283329 | Wealth Manager · Boutique (under $100M) | $2.2M | 9 | 9 | 1 | 07/23/2026 | ☆ | |
| 27989 | Gould Tactical Growth Llc CRD 287904 | Wealth Manager · Boutique (under $100M) | $2.2M | 7 | 13 | 1 | 03/31/2026 | ☆ | |
| 27990 | Harmony Capital Advisors, Llc CRD 325141 | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 5 | 2 | 03/26/2026 | ☆ | |
| 27991 | Kfi Advisors, Llc CRD 313636 | Wealth Manager · Boutique (under $100M) | $2.2M | 4 | 4 | 1 | 03/20/2026 | ☆ | |
| 27992 | Sila Value Advisors, Llc CRD 150760 | Manhattan Beach, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 4 | 4 | 1 | 04/13/2026 | ☆ |
| 27993 | The Lingmerth Inc CRD 330662 | Wealth Manager · Boutique (under $100M) | $2.2M | 9 | 9 | 1 | 03/10/2026 | ☆ | |
| 27994 | Tompkins, Jr. Gifford Leon CRD 310110 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 1 | 03/31/2026 | ☆ | |
| 27995 | Zinrett Financial Services, Llc CRD 327701 | Wealth Manager · Boutique (under $100M) | $2.2M | 20 | 27 | 1 | 04/01/2026 | ☆ | |
| 27996 | Mej Wealth Advisors Llc CRD 300388 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 7 | 7 | 1 | 03/02/2026 | ☆ | |
| 27997 | Mcmahon, Easton Tompers CRD 134785 | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 3 | 1 | 03/27/2026 | ☆ | |
| 27998 | Synergy Capital Advisors, Llc CRD 140982 | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 4 | 0 | 03/06/2026 | ☆ | |
| 27999 | Spar Wealth Management Llc CRD 292723 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 13 | 1 | 02/14/2022 | ☆ | |
| 28000 | Mc Wealth Advisors Llc CRD 336851 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 1 | 01/30/2026 | ☆ |