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 |
|---|---|---|---|---|---|---|---|---|---|
| 28551 | Winslow Asset Group, Llc CRD 292557 | Wealth Manager · Boutique (under $100M) | $1.2M | 6 | 3 | 1 | 08/01/2025 | ☆ | |
| 28552 | Zik,Llc CRD 137297 | Wealth Manager · Boutique (under $100M) | $1.2M | 3 | 3 | 1 | 03/23/2026 | ☆ | |
| 28553 | Streamline Financial Strategies Ltd CRD 336181 | Ada, OH | Wealth Manager · Boutique (under $100M) | $1.2M | 17 | 17 | 3 | 03/19/2026 | ☆ |
| 28554 | Green Leaf Advisors Llc CRD 337250 | New Bethlehem, PA | Wealth Manager · Boutique (under $100M) | $1.2M | 9 | 22 | 1 | 01/30/2026 | ☆ |
| 28555 | Norstar Financial Of Plano, Llc CRD 297028 | Wealth Manager · Boutique (under $100M) | $1.2M | 2 | 2 | 02/19/2026 | ☆ | ||
| 28556 | Michael E. Reichek CRD 133250 | Insurance-Affiliated · Boutique (under $100M) | $1.2M | 4 | 2 | 03/07/2024 | ☆ | ||
| 28557 | Best Investment Options, Llc CRD 307743 | Louisville, KY | Wealth Manager · Boutique (under $100M) | $1.2M | 8 | 12 | 1 | 03/02/2026 | ☆ |
| 28558 | Zimmer Capital Management Llc CRD 315645 | Wealth Manager · Boutique (under $100M) | $1.2M | 2 | 6 | 1 | 04/03/2026 | ☆ | |
| 28559 | Due West Wealth Advisors Llc CRD 333294 | Marietta, GA | Wealth Manager · Boutique (under $100M) | $1.2M | 9 | 12 | 2 | 03/24/2026 | ☆ |
| 28560 | Ra Advisory Llc CRD 165395 | Wealth Manager · Boutique (under $100M) | $1.2M | 3 | 5 | 1 | 02/23/2026 | ☆ | |
| 28561 | Rewealth Financial Planning, Llc CRD 318483 | Wealth Manager · Boutique (under $100M) | $1.2M | 6 | 23 | 1 | 02/20/2026 | ☆ | |
| 28562 | Zion Capital Llc CRD 307421 | Wealth Manager · Boutique (under $100M) | $1.2M | 7 | 7 | 1 | 02/11/2024 | ☆ | |
| 28563 | C.S Wealth Llc CRD 329021 | Wealth Manager · Boutique (under $100M) | $1.2M | 35 | 65 | 1 | 06/24/2026 | ☆ | |
| 28564 | Rc Private Wealth, Llc CRD 329301 | Miami, FL | Wealth Manager · Boutique (under $100M) | $1.2M | 0 | 3 | 1 | 02/19/2026 | ☆ |
| 28565 | Virgil Wealth Advisory, Llc CRD 304882 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $1.2M | 11 | 21 | 1 | 04/13/2026 | ☆ |
| 28566 | Castle Asset Management L.L.C. CRD 117521 | North Hampton, NH | Insurance-Affiliated · Boutique (under $100M) | $1.2M | 9 | 9 | 3 | 03/23/2026 | ☆ |
| 28567 | Pikila, Llc CRD 142700 | Sioux Falls, SD | Insurance-Affiliated · Boutique (under $100M) | $1.2M | 1 | 1 | 1 | 03/24/2026 | ☆ |
| 28568 | Empath Wealth Llc CRD 334259 | Wealth Manager · Boutique (under $100M) | $1.2M | 5 | 12 | 1 | 03/06/2026 | ☆ | |
| 28569 | Titania Investments Llc CRD 298862 | Wealth Manager · Boutique (under $100M) | $1.2M | 1 | 1 | 1 | 03/04/2026 | ☆ | |
| 28570 | Wellencourt Wealth Management Llc CRD 337369 | Wealth Manager · Boutique (under $100M) | $1.2M | 5 | 10 | 1 | 02/20/2026 | ☆ | |
| 28571 | Guardian Solutions Llc CRD 165723 | Insurance-Affiliated · Boutique (under $100M) | $1.2M | 8 | 17 | 1 | 06/17/2024 | ☆ | |
| 28572 | Esso Ventures, Llc CRD 147672 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $1.2M | 3 | 3 | 1 | 03/24/2026 | ☆ |
| 28573 | Afflint Advisors, Llc CRD 312719 | Wealth Manager · Boutique (under $100M) | $1.2M | 3 | 1 | 03/15/2026 | ☆ | ||
| 28574 | Joy Financial Group Llc CRD 331545 | Wealth Manager · Boutique (under $100M) | $1.2M | 5 | 1 | 07/30/2026 | ☆ | ||
| 28575 | Kanten, Dale Iver CRD 171718 | Wealth Manager · Boutique (under $100M) | $1.1M | 11 | 11 | 1 | 01/15/2026 | ☆ | |
| 28576 | Dual Desert Wealth Management, Llc CRD 335137 | Wealth Manager · Boutique (under $100M) | $1.1M | 5 | 5 | 2 | 01/27/2026 | ☆ | |
| 28577 | Wolf Pack Wealth Llc CRD 333926 | Reno, NV | Insurance-Affiliated · Boutique (under $100M) | $1.1M | 6 | 6 | 1 | 05/15/2026 | ☆ |
| 28578 | Soe, Inc. CRD 319566 | Wealth Manager · Boutique (under $100M) | $1.1M | 132 | 132 | 1 | 02/11/2026 | ☆ | |
| 28579 | Mabery Consulting, Llc CRD 311780 | Wealth Manager · Boutique (under $100M) | $1.1M | 18 | 4 | 1 | 06/09/2026 | ☆ | |
| 28580 | Robinson Capital Group CRD 126194 | Wealth Manager · Boutique (under $100M) | $1.1M | 1 | 1 | 1 | 03/29/2026 | ☆ | |
| 28581 | Atwood Capital Management, Llc CRD 328157 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $1.1M | 7 | 1 | 03/31/2026 | ☆ | |
| 28582 | Jdn Financial Llc CRD 154677 | Wealth Manager · Boutique (under $100M) | $1.1M | 6 | 6 | 1 | 03/05/2026 | ☆ | |
| 28583 | Rockford Asset Management Llc CRD 123566 | Wealth Manager · Boutique (under $100M) | $1.1M | 5 | 5 | 1 | 03/21/2025 | ☆ | |
| 28584 | Mark Bussey & Associates, Lc CRD 126899 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $1.1M | 4 | 1 | 01/24/2024 | ☆ | |
| 28585 | Schachter, David, Alexander CRD 138928 | Wealth Manager · Boutique (under $100M) | $1.1M | 0 | 9 | 1 | 03/31/2026 | ☆ | |
| 28586 | Mpe Capital, Llc CRD 288682 | Wealth Manager · Boutique (under $100M) | $1.1M | 9 | 19 | 1 | 02/21/2026 | ☆ | |
| 28587 | Zhang Capital Management Corp. CRD 148230 | Wealth Manager · Boutique (under $100M) | $1.1M | 6 | 6 | 1 | 07/16/2026 | ☆ | |
| 28588 | Irontree Wealth Management, Inc. CRD 291515 | Wealth Manager · Boutique (under $100M) | $1.1M | 4 | 16 | 1 | 03/31/2026 | ☆ | |
| 28589 | Ascent Systematic Advisors Llc CRD 307199 | New York, NY | Wealth Manager · Boutique (under $100M) | $1.1M | 8 | 9 | 1 | 03/30/2026 | ☆ |
| 28590 | Markus Bates Llc CRD 304334 | Wealth Manager · Boutique (under $100M) | $1.1M | 2 | 2 | 1 | 07/24/2026 | ☆ | |
| 28591 | Contrafactum Research & Management Llc CRD 149591 | Wealth Manager · Boutique (under $100M) | $1.1M | 4 | 4 | 1 | 01/15/2026 | ☆ | |
| 28592 | Ithaka Strategic Partners CRD 308309 | Kings Park, NY | Wealth Manager · Boutique (under $100M) | $1.1M | 0 | 5 | 3 | 06/13/2024 | ☆ |
| 28593 | Aurora Financial Planning & Investment Management Llc CRD 291658 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $1.1M | 6 | 1 | 04/10/2024 | ☆ | |
| 28594 | Treveri Capital Llc CRD 254786 | Rosemead, CA | Insurance-Affiliated · Boutique (under $100M) | $1.1M | 11 | 11 | 1 | 02/16/2026 | ☆ |
| 28595 | Smith & Associates Financial Services, Llc CRD 331842 | Wealth Manager · Boutique (under $100M) | $1.1M | 17 | 17 | 1 | 03/31/2026 | ☆ | |
| 28596 | Creed Evans Financial Advisory, Llc CRD 337803 | Wealth Manager · Boutique (under $100M) | $1.1M | 0 | 2 | 1 | 03/25/2026 | ☆ | |
| 28597 | Kinetic Financial Llc CRD 331142 | Wealth Manager · Boutique (under $100M) | $1.1M | 3 | 9 | 1 | 03/25/2025 | ☆ | |
| 28598 | Dorsey Groomes Wealth Management Llc CRD 333086 | Dublin, OH | Wealth Manager · Boutique (under $100M) | $1.1M | 3 | 7 | 1 | 06/29/2026 | ☆ |
| 28599 | Callahan & Callahan Asset Management, Inc. CRD 137293 | Woodland Hills, CA | Insurance-Affiliated · Boutique (under $100M) | $1.1M | 3 | 3 | 2 | 07/23/2026 | ☆ |
| 28600 | Accrescent Capital Management Llc CRD 162919 | Wealth Manager · Boutique (under $100M) | $1.1M | 7 | 11 | 1 | 06/15/2026 | ☆ |