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 |
|---|---|---|---|---|---|---|---|---|---|
| 28351 | Kaunisto Capital L.L.C. CRD 333689 | Brimley, MI | Wealth Manager · Boutique (under $100M) | $1.7M | 15 | 25 | 1 | 03/19/2026 | ☆ |
| 28352 | Creative Retirement Planning, Inc. CRD 138274 | Sequim, WA | Insurance-Affiliated · Boutique (under $100M) | $1.7M | 3 | 3 | 1 | 03/17/2026 | ☆ |
| 28353 | Pinestar Capital Advisors Llc CRD 323216 | Wealth Manager · Boutique (under $100M) | $1.7M | 7 | 13 | 1 | 03/28/2026 | ☆ | |
| 28354 | Cfs Financial, Llc CRD 173972 | Salem, MA | Wealth Manager · Boutique (under $100M) | $1.7M | 8 | 8 | 3 | 09/29/2026 | ☆ |
| 28355 | Dentvest Llc CRD 298335 | Wealth Manager · Boutique (under $100M) | $1.7M | 10 | 10 | 1 | 01/21/2026 | ☆ | |
| 28356 | Diliberto, Anthony J CRD 336670 | Insurance-Affiliated · Boutique (under $100M) | $1.7M | 8 | 22 | 1 | 03/16/2026 | ☆ | |
| 28357 | Dpm Wealth Management Inc> CRD 126541 | Wealth Manager · Boutique (under $100M) | $1.7M | 2 | 2 | 1 | 11/06/2025 | ☆ | |
| 28358 | Howard Martin Capital Group, Llc CRD 168922 | Wealth Manager · Boutique (under $100M) | $1.7M | 55 | 55 | 1 | 07/18/2020 | ☆ | |
| 28359 | Insight Advisors, Llc CRD 109137 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $1.7M | 1 | 1 | 1 | 03/31/2026 | ☆ |
| 28360 | Kopp Financial, Llc CRD 169118 | Wealth Manager · Boutique (under $100M) | $1.7M | 11 | 17 | 1 | 01/20/2026 | ☆ | |
| 28361 | Michael Keith Parish CRD 114548 | Private Fund Manager · Boutique (under $100M) | $1.7M | 4 | 4 | 1 | 02/12/2026 | ☆ | |
| 28362 | Retirement Plans, Llc CRD 318490 | Insurance-Affiliated · Boutique (under $100M) | $1.7M | 3 | 3 | 1 | 01/12/2026 | ☆ | |
| 28363 | Vm. Group, Llc CRD 338461 | Pensacola, FL | Wealth Manager · Boutique (under $100M) | $1.7M | 1 | 4 | 1 | 08/24/2026 | ☆ |
| 28364 | Magnolia Growth Capital Llc CRD 322030 | Wealth Manager · Boutique (under $100M) | $1.7M | 12 | 12 | 1 | 01/29/2026 | ☆ | |
| 28365 | By The Square Investments Llc CRD 269971 | Wealth Manager · Boutique (under $100M) | $1.7M | 8 | 8 | 1 | 02/25/2026 | ☆ | |
| 28366 | Reg Capital L.L.C. CRD 142625 | Wealth Manager · Boutique (under $100M) | $1.7M | 4 | 1 | 03/16/2026 | ☆ | ||
| 28367 | Velev, Jivko Stoyanov CRD 283370 | Wealth Manager · Boutique (under $100M) | $1.7M | 2 | 2 | 1 | 01/22/2026 | ☆ | |
| 28368 | Eastmont Llc CRD 300094 | Insurance-Affiliated · Boutique (under $100M) | $1.7M | 1 | 1 | 03/24/2026 | ☆ | ||
| 28369 | Upside Lab Advisors Inc. CRD 304862 | Wealth Manager · Boutique (under $100M) | $1.7M | 4 | 6 | 1 | 02/14/2024 | ☆ | |
| 28370 | Trimingham Financial, Llc CRD 298983 | Wealth Manager · Boutique (under $100M) | $1.7M | 7 | 15 | 1 | 03/30/2026 | ☆ | |
| 28371 | Guttman Financial Planning, Inc. CRD 283061 | Wealth Manager · Boutique (under $100M) | $1.7M | 11 | 3 | 1 | 03/24/2026 | ☆ | |
| 28372 | Lakemont Wealth Management Llc CRD 338421 | Wealth Manager · Boutique (under $100M) | $1.7M | 2 | 5 | 1 | 09/01/2026 | ☆ | |
| 28373 | Todd Washburn Solutions, Llc CRD 118770 | Durham, NC | Wealth Manager · Boutique (under $100M) | $1.7M | 5 | 1 | 01/27/2026 | ☆ | |
| 28374 | Black Harbor Financial Llc CRD 290015 | Wealth Manager · Boutique (under $100M) | $1.7M | 6 | 6 | 1 | 02/11/2025 | ☆ | |
| 28375 | Casmilner Consulting Llc CRD 329570 | Wealth Manager · Boutique (under $100M) | $1.7M | 4 | 4 | 1 | 10/28/2025 | ☆ | |
| 28376 | Peelle Wealth Management, Llc CRD 159742 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $1.7M | 16 | 28 | 1 | 03/13/2026 | ☆ |
| 28377 | Yamasaki, Dennis K CRD 174344 | Insurance-Affiliated · Boutique (under $100M) | $1.7M | 5 | 5 | 1 | 04/06/2026 | ☆ | |
| 28378 | Eppes Wealth Management, Llc CRD 332781 | Satellite Beach, FL | Wealth Manager · Boutique (under $100M) | $1.7M | 9 | 22 | 1 | 02/02/2026 | ☆ |
| 28379 | Finance 180, Llc CRD 289453 | Wealth Manager · Boutique (under $100M) | $1.7M | 16 | 16 | 1 | 03/14/2026 | ☆ | |
| 28380 | Reed Investment Management, Llc CRD 157108 | Indianapolis, IN | Insurance-Affiliated · Boutique (under $100M) | $1.7M | 73 | 105 | 1 | 03/31/2026 | ☆ |
| 28381 | Nelson, Steven Charles CRD 130218 | Insurance-Affiliated · Boutique (under $100M) | $1.7M | 21 | 22 | 1 | 03/23/2026 | ☆ | |
| 28382 | Ventura Investments, Llc CRD 141643 | Wealth Manager · Boutique (under $100M) | $1.7M | 5 | 12 | 1 | 03/05/2026 | ☆ | |
| 28383 | City Investment Advisors, Inc. CRD 123145 | Langhorne, PA | Insurance-Affiliated · Boutique (under $100M) | $1.7M | 50 | 50 | 1 | 02/11/2026 | ☆ |
| 28384 | Grow Planning, Llc CRD 285295 | Wealth Manager · Boutique (under $100M) | $1.7M | 18 | 18 | 1 | 01/26/2026 | ☆ | |
| 28385 | Vesta Investment Advisors, Llc CRD 288315 | Wealth Manager · Boutique (under $100M) | $1.7M | 5 | 3 | 1 | 02/04/2025 | ☆ | |
| 28386 | Barlow, Paul David CRD 284512 | Laguna Hills, CA | Insurance-Affiliated · Boutique (under $100M) | $1.6M | 5 | 7 | 1 | 02/27/2026 | ☆ |
| 28387 | Edward Wealth Partners, Llc CRD 338899 | Lithia Springs, GA | Wealth Manager · Boutique (under $100M) | $1.6M | 27 | 27 | 1 | 04/17/2026 | ☆ |
| 28388 | Wealth Team Llc CRD 312747 | Wealth Manager · Boutique (under $100M) | $1.6M | 27 | 26 | 1 | 07/07/2026 | ☆ | |
| 28389 | Triex Financial Services, Inc. CRD 158822 | Orland Park, IL | Wealth Manager · Boutique (under $100M) | $1.6M | 26 | 26 | 2 | 03/26/2026 | ☆ |
| 28390 | Andrey, Douglas, George CRD 312183 | San Jose, CA | Wealth Manager · Boutique (under $100M) | $1.6M | 2 | 2 | 1 | 03/26/2026 | ☆ |
| 28391 | Grad Wealth Management Pllc CRD 333499 | Livonia, MI | Wealth Manager · Boutique (under $100M) | $1.6M | 5 | 14 | 1 | 01/15/2026 | ☆ |
| 28392 | West Ridge Capital Management L.L.C. CRD 332236 | Wealth Manager · Boutique (under $100M) | $1.6M | 11 | 1 | 01/30/2026 | ☆ | ||
| 28393 | Atk Financial Prosperity, Llc CRD 324287 | Oswego, IL | Wealth Manager · Boutique (under $100M) | $1.6M | 14 | 17 | 1 | 03/26/2026 | ☆ |
| 28394 | Brown Investors Wealth Management, Llc CRD 313663 | Insurance-Affiliated · Boutique (under $100M) | $1.6M | 10 | 16 | 1 | 01/23/2026 | ☆ | |
| 28395 | Elevated Finance Llc CRD 334769 | Willard, OH | Wealth Manager · Boutique (under $100M) | $1.6M | 24 | 16 | 1 | 02/21/2026 | ☆ |
| 28396 | Contreras Financial, Inc. CRD 305463 | Insurance-Affiliated · Boutique (under $100M) | $1.6M | 28 | 34 | 1 | 06/11/2026 | ☆ | |
| 28397 | Jg Wealth Management, Llc CRD 286651 | Aliso Viejo, CA | Wealth Manager · Boutique (under $100M) | $1.6M | 21 | 56 | 2 | 03/30/2026 | ☆ |
| 28398 | Futuremoney Ria, Llc CRD 329835 | Manchester, NH | Wealth Manager · Boutique (under $100M) | $1.6M | 35,072 | 35,072 | 9 | 03/30/2026 | ☆ |
| 28399 | Branson Fowlkes Russell Inc CRD 107656 | Houston, TX | Wealth Manager · Boutique (under $100M) | $1.6M | 1 | 1 | 6 | 03/23/2026 | ☆ |
| 28400 | Greyfox Investors Llc CRD 334180 | Wealth Manager · Boutique (under $100M) | $1.6M | 7 | 7 | 2 | 12/20/2024 | ☆ |