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 |
|---|---|---|---|---|---|---|---|---|---|
| 28001 | Magis Private Wealth Management, Llc CRD 127889 | Wealth Manager · Boutique (under $100M) | $2.2M | 0 | 6 | 1 | 03/30/2026 | ☆ | |
| 28002 | John C. Saunders, C.P.A., P.C. CRD 170706 | Rochester, NY | Institutional / Pension Advisor · Boutique (under $100M) | $2.2M | 7 | 7 | 1 | 03/10/2026 | ☆ |
| 28003 | Milestone Wealth Management & Insurance, Llc CRD 314573 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 7 | 1 | 03/31/2026 | ☆ | |
| 28004 | True North Wealth Management Llc CRD 337463 | Palmer, AK | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 12 | 1 | 03/31/2026 | ☆ |
| 28005 | Fincrafters Advisory Llc CRD 338552 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 13 | 13 | 1 | 07/08/2026 | ☆ | |
| 28006 | Personal Financial Solutions, Llc CRD 127347 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 22 | 22 | 1 | 05/07/2025 | ☆ | |
| 28007 | Sab Group Financial, P.A CRD 147008 | Wealth Manager · Boutique (under $100M) | $2.2M | 17 | 18 | 1 | 11/01/2025 | ☆ | |
| 28008 | Gulfcrest Capital Management Llc CRD 314412 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $2.2M | 10 | 10 | 2 | 02/09/2025 | ☆ |
| 28009 | Sadkowski Christopher George CRD 165611 | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 1 | 03/23/2026 | ☆ | ||
| 28010 | Leyland Cypress, Llc CRD 322964 | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 14 | 4 | 06/05/2026 | ☆ | |
| 28011 | Aberdour Investments Llc CRD 299195 | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 12 | 1 | 03/31/2026 | ☆ | |
| 28012 | Martin Financial Solutions, Llc CRD 155806 | Wealth Manager · Boutique (under $100M) | $2.2M | 11 | 22 | 1 | 03/31/2026 | ☆ | |
| 28013 | 364 Investing, Llc CRD 326563 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 83 | 83 | 1 | 07/26/2026 | ☆ | |
| 28014 | South Carolina Wealth Management Group, Llc CRD 169311 | Wealth Manager · Boutique (under $100M) | $2.2M | 16 | 41 | 1 | 03/26/2026 | ☆ | |
| 28015 | Crocker Capital, Llc CRD 298284 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 15 | 1 | 07/15/2026 | ☆ | |
| 28016 | Affinity Financial Llc CRD 144642 | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 15 | 35 | 1 | 06/15/2026 | ☆ | |
| 28017 | Awoye Capital, Llc CRD 312286 | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 31 | 52 | 1 | 02/25/2026 | ☆ | |
| 28018 | Arcanum Capital Management Llc CRD 335833 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 16 | 1 | 02/25/2026 | ☆ | |
| 28019 | Jeffrey R. Jacobs CRD 141614 | Miami, FL | Wealth Manager · Boutique (under $100M) | $2.1M | 3 | 1 | 03/31/2026 | ☆ | |
| 28020 | Vincent C. Lucas, C.P.A., P.C. CRD 116080 | Mclean, VA | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 9 | 9 | 1 | 06/15/2026 | ☆ |
| 28021 | Skb Advisory, Llc CRD 304778 | Houston, TX | Institutional / Pension Advisor · Boutique (under $100M) | $2.1M | 20 | 20 | 1 | 04/02/2026 | ☆ |
| 28022 | Feltman & Co. Llc CRD 333088 | Wealth Manager · Boutique (under $100M) | $2.1M | 2 | 1 | 02/19/2026 | ☆ | ||
| 28023 | Fingage Advisors Llc CRD 283340 | Wealth Manager · Boutique (under $100M) | $2.1M | 5 | 8 | 1 | 03/30/2026 | ☆ | |
| 28024 | Meclyn Capital Llc CRD 331162 | Wealth Manager · Boutique (under $100M) | $2.1M | 13 | 19 | 1 | 02/16/2026 | ☆ | |
| 28025 | Magnifi Llc CRD 309397 | Boulder, CO | Wealth Manager · Boutique (under $100M) | $2.1M | 7,648 | 7,648 | 35 | 07/16/2026 | ☆ |
| 28026 | Zuban, Anatoly Tony CRD 172485 | Wealth Manager · Boutique (under $100M) | $2.1M | 5 | 7 | 1 | 03/17/2026 | ☆ | |
| 28027 | Equistar Wealth Management Inc. CRD 151977 | Wealth Manager · Boutique (under $100M) | $2.1M | 35 | 35 | 1 | 03/30/2026 | ☆ | |
| 28028 | 212 Wealth Management Llc CRD 325317 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $2.1M | 8 | 18 | 1 | 08/18/2026 | ☆ |
| 28029 | Mark R. Lemmond Cpa, Pllc CRD 118144 | Carthage, NC | Wealth Manager · Boutique (under $100M) | $2.1M | 8 | 8 | 4 | 03/03/2026 | ☆ |
| 28030 | Angeles Partners Llc CRD 159464 | Wealth Manager · Boutique (under $100M) | $2.1M | 8 | 1 | 03/27/2026 | ☆ | ||
| 28031 | Ibd Wealth Management, Llc CRD 308567 | Boca Raton, FL | Private Fund Manager · Boutique (under $100M) | $2.1M | 1 | 1 | 1 | 02/17/2026 | ☆ |
| 28032 | E J Financial Corp. CRD 153688 | Wealth Manager · Boutique (under $100M) | $2.1M | 6 | 1 | 03/27/2026 | ☆ | ||
| 28033 | B & A Sector Watch CRD 123023 | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 22 | 22 | 2 | 03/25/2026 | ☆ | |
| 28034 | New Horizon Wealth Planning, Llc CRD 306513 | Wealth Manager · Boutique (under $100M) | $2.1M | 4 | 4 | 1 | 04/03/2026 | ☆ | |
| 28035 | Ai Funds, Inc. CRD 328886 | Sausalito, CA | Private Fund Manager · Boutique (under $100M) | $2.1M | 4 | 4 | 3 | 04/27/2026 | ☆ |
| 28036 | Your Wealth Consultants CRD 310328 | Atlanta, GA | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 35 | 35 | 1 | 06/30/2026 | ☆ |
| 28037 | Bowen Financial Planning Llc CRD 170888 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 7 | 1 | 06/28/2026 | ☆ | |
| 28038 | Brickstone Financial CRD 319161 | Fort Lauderdale, FL | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 4 | 4 | 1 | 04/28/2026 | ☆ |
| 28039 | Coastal Wealth Management, Lp CRD 131939 | Wealth Manager · Boutique (under $100M) | $2.1M | 20 | 22 | 1 | 03/26/2026 | ☆ | |
| 28040 | Jd Atkinson Llc CRD 331483 | Colorado Springs, CO | Wealth Manager · Boutique (under $100M) | $2.1M | 0 | 10 | 1 | 01/24/2026 | ☆ |
| 28041 | Jkay Securities Corporation CRD 164691 | Wealth Manager · Boutique (under $100M) | $2.1M | 15 | 21 | 1 | 03/10/2026 | ☆ | |
| 28042 | Missions Services, Llc CRD 297612 | Wealth Manager · Boutique (under $100M) | $2.1M | 5 | 1 | 05/23/2025 | ☆ | ||
| 28043 | Morgan House Capital, Llc CRD 330351 | East Hartford, CT | Wealth Manager · Boutique (under $100M) | $2.1M | 10 | 22 | 1 | 06/25/2026 | ☆ |
| 28044 | Russell Advisory Group, Inc CRD 297199 | Wealth Manager · Boutique (under $100M) | $2.1M | 9 | 13 | 1 | 04/15/2025 | ☆ | |
| 28045 | Thomas Meyer Investment Management Llc CRD 327049 | Wealth Manager · Boutique (under $100M) | $2.1M | 14 | 14 | 1 | 03/10/2026 | ☆ | |
| 28046 | 1 Up Financial Advisors Llc CRD 319193 | Wealth Manager · Boutique (under $100M) | $2.1M | 11 | 21 | 1 | 03/08/2026 | ☆ | |
| 28047 | Investgro Llc CRD 332766 | Brentwood, TN | Wealth Manager · Boutique (under $100M) | $2.1M | 21 | 50 | 2 | 07/03/2026 | ☆ |
| 28048 | Allen & Associates Investment Management Llc CRD 318351 | Wealth Manager · Boutique (under $100M) | $2.1M | 26 | 45 | 1 | 08/18/2026 | ☆ | |
| 28049 | Ro2 Wealth Llc CRD 335232 | Berkeley, CA | Wealth Manager · Boutique (under $100M) | $2.1M | 0 | 1 | 1 | 04/01/2026 | ☆ |
| 28050 | Tactical Equity Partners, Llc CRD 325496 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 7 | 1 | 03/31/2026 | ☆ |