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 |
|---|---|---|---|---|---|---|---|---|---|
| 28101 | Harmony Capital Advisors, Llc CRD 325141 | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 5 | 2 | 03/26/2026 | ☆ | |
| 28102 | Kfi Advisors, Llc CRD 313636 | Wealth Manager · Boutique (under $100M) | $2.2M | 4 | 4 | 1 | 03/20/2026 | ☆ | |
| 28103 | Sila Value Advisors, Llc CRD 150760 | Manhattan Beach, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 4 | 4 | 1 | 04/13/2026 | ☆ |
| 28104 | The Lingmerth Inc CRD 330662 | Wealth Manager · Boutique (under $100M) | $2.2M | 9 | 9 | 1 | 03/10/2026 | ☆ | |
| 28105 | Tompkins, Jr. Gifford Leon CRD 310110 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 1 | 03/31/2026 | ☆ | |
| 28106 | Zinrett Financial Services, Llc CRD 327701 | Wealth Manager · Boutique (under $100M) | $2.2M | 20 | 27 | 1 | 04/01/2026 | ☆ | |
| 28107 | Mej Wealth Advisors Llc CRD 300388 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 7 | 7 | 1 | 03/02/2026 | ☆ | |
| 28108 | Mcmahon, Easton Tompers CRD 134785 | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 3 | 1 | 03/27/2026 | ☆ | |
| 28109 | Synergy Capital Advisors, Llc CRD 140982 | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 4 | 0 | 03/06/2026 | ☆ | |
| 28110 | Spar Wealth Management Llc CRD 292723 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 13 | 1 | 02/14/2022 | ☆ | |
| 28111 | Mc Wealth Advisors Llc CRD 336851 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 1 | 09/30/2026 | ☆ | ||
| 28112 | Magis Private Wealth Management, Llc CRD 127889 | Wealth Manager · Boutique (under $100M) | $2.2M | 0 | 6 | 1 | 03/30/2026 | ☆ | |
| 28113 | 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 | ☆ |
| 28114 | Milestone Wealth Management & Insurance, Llc CRD 314573 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 7 | 1 | 03/31/2026 | ☆ | |
| 28115 | True North Wealth Management Llc CRD 337463 | Palmer, AK | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 12 | 1 | 03/31/2026 | ☆ |
| 28116 | Fincrafters Advisory Llc CRD 338552 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 13 | 13 | 1 | 07/08/2026 | ☆ | |
| 28117 | Personal Financial Solutions, Llc CRD 127347 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 22 | 22 | 1 | 05/07/2025 | ☆ | |
| 28118 | Sab Group Financial, P.A CRD 147008 | Wealth Manager · Boutique (under $100M) | $2.2M | 17 | 18 | 1 | 11/01/2025 | ☆ | |
| 28119 | Gulfcrest Capital Management Llc CRD 314412 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $2.2M | 10 | 10 | 2 | 02/09/2025 | ☆ |
| 28120 | Sadkowski Christopher George CRD 165611 | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 1 | 03/23/2026 | ☆ | ||
| 28121 | Leyland Cypress, Llc CRD 322964 | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 14 | 4 | 06/05/2026 | ☆ | |
| 28122 | Aberdour Investments Llc CRD 299195 | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 12 | 1 | 03/31/2026 | ☆ | |
| 28123 | Martin Financial Solutions, Llc CRD 155806 | Wealth Manager · Boutique (under $100M) | $2.2M | 11 | 22 | 1 | 03/31/2026 | ☆ | |
| 28124 | 364 Investing, Llc CRD 326563 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 83 | 83 | 1 | 07/26/2026 | ☆ | |
| 28125 | South Carolina Wealth Management Group, Llc CRD 169311 | Wealth Manager · Boutique (under $100M) | $2.2M | 16 | 41 | 1 | 03/26/2026 | ☆ | |
| 28126 | Crocker Capital, Llc CRD 298284 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 15 | 1 | 07/15/2026 | ☆ | |
| 28127 | Affinity Financial Llc CRD 144642 | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 15 | 35 | 1 | 06/15/2026 | ☆ | |
| 28128 | Awoye Capital, Llc CRD 312286 | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 31 | 52 | 1 | 02/25/2026 | ☆ | |
| 28129 | Arcanum Capital Management Llc CRD 335833 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 16 | 1 | 02/25/2026 | ☆ | |
| 28130 | Jeffrey R. Jacobs CRD 141614 | Miami, FL | Wealth Manager · Boutique (under $100M) | $2.1M | 3 | 1 | 03/31/2026 | ☆ | |
| 28131 | 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 | ☆ |
| 28132 | Skb Advisory, Llc CRD 304778 | Houston, TX | Institutional / Pension Advisor · Boutique (under $100M) | $2.1M | 20 | 20 | 1 | 04/02/2026 | ☆ |
| 28133 | Feltman & Co. Llc CRD 333088 | Wealth Manager · Boutique (under $100M) | $2.1M | 2 | 1 | 02/19/2026 | ☆ | ||
| 28134 | Fingage Advisors Llc CRD 283340 | Wealth Manager · Boutique (under $100M) | $2.1M | 5 | 8 | 1 | 03/30/2026 | ☆ | |
| 28135 | Meclyn Capital Llc CRD 331162 | Wealth Manager · Boutique (under $100M) | $2.1M | 13 | 19 | 1 | 02/16/2026 | ☆ | |
| 28136 | Magnifi Llc CRD 309397 | Boulder, CO | Wealth Manager · Boutique (under $100M) | $2.1M | 7,648 | 7,648 | 35 | 07/16/2026 | ☆ |
| 28137 | Zuban, Anatoly Tony CRD 172485 | Wealth Manager · Boutique (under $100M) | $2.1M | 5 | 7 | 1 | 03/17/2026 | ☆ | |
| 28138 | Equistar Wealth Management Inc. CRD 151977 | Wealth Manager · Boutique (under $100M) | $2.1M | 35 | 35 | 1 | 03/30/2026 | ☆ | |
| 28139 | 212 Wealth Management Llc CRD 325317 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $2.1M | 8 | 18 | 1 | 08/18/2026 | ☆ |
| 28140 | Mark R. Lemmond Cpa, Pllc CRD 118144 | Carthage, NC | Wealth Manager · Boutique (under $100M) | $2.1M | 8 | 8 | 4 | 03/03/2026 | ☆ |
| 28141 | Angeles Partners Llc CRD 159464 | Wealth Manager · Boutique (under $100M) | $2.1M | 8 | 1 | 03/27/2026 | ☆ | ||
| 28142 | Ibd Wealth Management, Llc CRD 308567 | Boca Raton, FL | Private Fund Manager · Boutique (under $100M) | $2.1M | 1 | 1 | 1 | 02/17/2026 | ☆ |
| 28143 | E J Financial Corp. CRD 153688 | Wealth Manager · Boutique (under $100M) | $2.1M | 6 | 1 | 03/27/2026 | ☆ | ||
| 28144 | B & A Sector Watch CRD 123023 | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 22 | 22 | 2 | 03/25/2026 | ☆ | |
| 28145 | New Horizon Wealth Planning, Llc CRD 306513 | Wealth Manager · Boutique (under $100M) | $2.1M | 4 | 4 | 1 | 04/03/2026 | ☆ | |
| 28146 | Ai Funds, Inc. CRD 328886 | Sausalito, CA | Private Fund Manager · Boutique (under $100M) | $2.1M | 4 | 4 | 3 | 04/27/2026 | ☆ |
| 28147 | Your Wealth Consultants CRD 310328 | Atlanta, GA | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 35 | 35 | 1 | 06/30/2026 | ☆ |
| 28148 | Bowen Financial Planning Llc CRD 170888 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 7 | 1 | 06/28/2026 | ☆ | |
| 28149 | Brickstone Financial CRD 319161 | Fort Lauderdale, FL | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 4 | 4 | 1 | 04/28/2026 | ☆ |
| 28150 | Coastal Wealth Management, Lp CRD 131939 | Wealth Manager · Boutique (under $100M) | $2.1M | 20 | 22 | 1 | 03/26/2026 | ☆ |