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 |
|---|---|---|---|---|---|---|---|---|---|
| 28751 | Jrm Tax & Wealth Management, Llc CRD 318299 | Wealth Manager · Boutique (under $100M) | $896K | 16 | 9 | 1 | 03/30/2026 | ☆ | |
| 28752 | High Mountain Financial Coaching Llc CRD 312552 | Wealth Manager · Boutique (under $100M) | $894K | 12 | 1 | 05/08/2026 | ☆ | ||
| 28753 | Redesign Wealth Planning Llc CRD 330748 | Wealth Manager · Boutique (under $100M) | $894K | 5 | 1 | 03/25/2026 | ☆ | ||
| 28754 | Lone Wolf Trading Llc CRD 297055 | Wealth Manager · Boutique (under $100M) | $891K | 13 | 13 | 1 | 01/27/2026 | ☆ | |
| 28755 | Akamai Wealth Management, Llc CRD 322422 | Insurance-Affiliated · Boutique (under $100M) | $889K | 1 | 5 | 1 | 07/21/2025 | ☆ | |
| 28756 | Fundify Advisors Llc CRD 319004 | Austin, TX | Wealth Manager · Boutique (under $100M) | $889K | 9,394 | 9,393 | 3 | 07/31/2026 | ☆ |
| 28757 | Lighthouse Wealth Partners, Inc. CRD 330415 | Wealth Manager · Boutique (under $100M) | $886K | 6 | 10 | 2 | 07/06/2026 | ☆ | |
| 28758 | C. Michael Amin, Llc CRD 165296 | Boston, MA | Wealth Manager · Boutique (under $100M) | $881K | 5 | 5 | 1 | 02/27/2026 | ☆ |
| 28759 | Monticello Capital Management, Llc CRD 148329 | Wealth Manager · Boutique (under $100M) | $873K | 11 | 14 | 0 | 05/10/2019 | ☆ | |
| 28760 | Incline Financial Planning Llc CRD 318942 | Wealth Manager · Boutique (under $100M) | $871K | 5 | 10 | 1 | 01/29/2026 | ☆ | |
| 28761 | Saber 17 Ventures Llc CRD 336626 | Wealth Manager · Boutique (under $100M) | $868K | 4 | 9 | 1 | 03/03/2026 | ☆ | |
| 28762 | Mcc Wealth Influencers Llc CRD 334330 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $865K | 7 | 14 | 1 | 02/05/2026 | ☆ |
| 28763 | Gaelin Llc CRD 336808 | Wealth Manager · Boutique (under $100M) | $865K | 4 | 5 | 1 | 05/20/2026 | ☆ | |
| 28764 | Rodgers Capital Management, Llc CRD 168216 | Wealth Manager · Boutique (under $100M) | $862K | 10 | 10 | 1 | 07/22/2026 | ☆ | |
| 28765 | Wealthu Advisors Llc CRD 300879 | Wealth Manager · Boutique (under $100M) | $861K | 4 | 4 | 1 | 04/01/2026 | ☆ | |
| 28766 | Fresh Lake Wealth Management Llc CRD 161365 | Wealth Manager · Boutique (under $100M) | $860K | 6 | 7 | 1 | 01/23/2026 | ☆ | |
| 28767 | Keywell Financial Group Llc CRD 309246 | Insurance-Affiliated · Boutique (under $100M) | $857K | 6 | 6 | 1 | 03/16/2026 | ☆ | |
| 28768 | Meranti Capital Partners, Inc. CRD 309776 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $855K | 20 | 20 | 1 | 09/05/2025 | ☆ |
| 28769 | Openhanded Wealth Llc CRD 330399 | Wealth Manager · Boutique (under $100M) | $854K | 14 | 42 | 1 | 08/05/2026 | ☆ | |
| 28770 | Kg Meyer, P.C. CRD 297872 | Insurance-Affiliated · Boutique (under $100M) | $850K | 12 | 12 | 1 | 08/02/2026 | ☆ | |
| 28771 | Fortune Financial Llc CRD 135807 | Wealth Manager · Boutique (under $100M) | $850K | 6 | 6 | 1 | 01/16/2026 | ☆ | |
| 28772 | Quadram Capital Llc CRD 285815 | Wealth Manager · Boutique (under $100M) | $850K | 9 | 10 | 1 | 03/31/2026 | ☆ | |
| 28773 | Blue Mountain Wealth Management Llc CRD 333256 | Wealth Manager · Boutique (under $100M) | $847K | 10 | 1 | 05/12/2026 | ☆ | ||
| 28774 | Charles Capital Llc CRD 313224 | Wealth Manager · Boutique (under $100M) | $847K | 6 | 8 | 1 | 03/02/2026 | ☆ | |
| 28775 | Sevey Wealth Advisors, Llc CRD 324450 | Wealth Manager · Boutique (under $100M) | $847K | 2 | 3 | 1 | 03/18/2026 | ☆ | |
| 28776 | Terrapene Capital Llc CRD 335491 | Centralia, IL | Wealth Manager · Boutique (under $100M) | $846K | 8 | 8 | 2 | 04/29/2026 | ☆ |
| 28777 | Viraj Capital, Llc CRD 304730 | Cambridge, MA | Wealth Manager · Boutique (under $100M) | $846K | 6 | 8 | 1 | 03/28/2026 | ☆ |
| 28778 | Aries Investments, Llc CRD 333704 | Lakeland, TN | Wealth Manager · Boutique (under $100M) | $842K | 11 | 16 | 1 | 01/05/2026 | ☆ |
| 28779 | Mountain Ash Capital Llc CRD 335363 | Brooklyn, NY | Investment Adviser · Boutique (under $100M) | $841K | 4 | 4 | 1 | 03/03/2026 | ☆ |
| 28780 | Pivotpoint Advisors, Llc CRD 310287 | Insurance-Affiliated · Boutique (under $100M) | $840K | 11 | 11 | 0 | 04/29/2026 | ☆ | |
| 28781 | Envisionx Capital, Llc CRD 311431 | Wealth Manager · Boutique (under $100M) | $840K | 2 | 2 | 1 | 09/25/2025 | ☆ | |
| 28782 | Global Hill Wealth Advisors Llc CRD 316075 | Wealth Manager · Boutique (under $100M) | $840K | 6 | 9 | 1 | 04/02/2026 | ☆ | |
| 28783 | Envisionvest, Llc CRD 289132 | Houston, TX | Insurance-Affiliated · Boutique (under $100M) | $838K | 12 | 10 | 1 | 03/31/2026 | ☆ |
| 28784 | Alphanso Inc. CRD 324030 | Wealth Manager · Boutique (under $100M) | $838K | 50 | 9 | 9 | 03/03/2026 | ☆ | |
| 28785 | Dtm Advisory Group Llc CRD 288452 | Neptune, NJ | Insurance-Affiliated · Boutique (under $100M) | $838K | 27 | 27 | 1 | 03/30/2022 | ☆ |
| 28786 | Thomas C Vaccaro CRD 131321 | Wealth Manager · Boutique (under $100M) | $836K | 3 | 3 | 1 | 03/31/2025 | ☆ | |
| 28787 | Mer Capital Management, Llc CRD 300869 | Alexandria, VA | Wealth Manager · Boutique (under $100M) | $829K | 5 | 15 | 1 | 03/18/2026 | ☆ |
| 28788 | Oppenheimerfunds Inc CRD 104983 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $828K | 1 | 1 | 15 | 03/30/2026 | ☆ |
| 28789 | St. Therese Financial Llc CRD 334383 | Wealth Manager · Boutique (under $100M) | $827K | 21 | 21 | 1 | 04/08/2026 | ☆ | |
| 28790 | Inherent Wealth Fund, Llc CRD 313416 | Palm Desert, CA | Wealth Manager · Boutique (under $100M) | $825K | 2 | 2 | 2 | 05/13/2026 | ☆ |
| 28791 | Samatva Wealth Management Llc CRD 173809 | Wealth Manager · Boutique (under $100M) | $825K | 21 | 21 | 1 | 02/09/2026 | ☆ | |
| 28792 | Brighter Days Planning Llc CRD 329154 | Wealth Manager · Boutique (under $100M) | $820K | 8 | 15 | 1 | 03/31/2026 | ☆ | |
| 28793 | Legacy Wealth Management, Llc CRD 329837 | Charlotte, NC | Insurance-Affiliated · Boutique (under $100M) | $818K | 5 | 9 | 1 | 07/24/2026 | ☆ |
| 28794 | Rf Capital Management Llc CRD 289534 | Arcadia, CA | Wealth Manager · Boutique (under $100M) | $816K | 10 | 10 | 1 | 04/20/2026 | ☆ |
| 28795 | Gamma Group, Inc. CRD 118295 | Investment Adviser · Boutique (under $100M) | $815K | 9 | 1 | 04/17/2017 | ☆ | ||
| 28796 | N CRD 154682 | Private Fund Manager · Boutique (under $100M) | $814K | 1 | 1 | 4 | 04/29/2025 | ☆ | |
| 28797 | The Tilted Funds Group, Llc CRD 141537 | Cupertino, CA | Wealth Manager · Boutique (under $100M) | $811K | 5 | 5 | 1 | 03/26/2026 | ☆ |
| 28798 | Ransome Asset Management Llc CRD 304825 | Wealth Manager · Boutique (under $100M) | $810K | 5 | 8 | 1 | 02/03/2026 | ☆ | |
| 28799 | Lake Highlands Capital Management, Llc CRD 304452 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $810K | 3 | 1 | 01/31/2021 | ☆ | |
| 28800 | Tusker Wealth Management, Llc CRD 300005 | Insurance-Affiliated · Boutique (under $100M) | $810K | 8 | 7 | 1 | 12/08/2025 | ☆ |