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 |
|---|---|---|---|---|---|---|---|---|---|
| 29351 | Fidelity Capital Management Corp CRD 122651 | Palm Harbor, FL | Wealth Manager · Boutique (under $100M) | $150K | 1 | 1 | 06/26/2025 | ☆ | |
| 29352 | Global Wealth Partners, Llc CRD 150481 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $150K | 2 | 2 | 2 | 03/17/2024 | ☆ |
| 29353 | Obsidian Wisdom Llc CRD 310666 | Wealth Manager · Boutique (under $100M) | $150K | 14 | 14 | 1 | 03/20/2024 | ☆ | |
| 29354 | Path Digital Advisors, Llc CRD 312983 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $150K | 1 | 1 | 4 | 03/31/2025 | ☆ |
| 29355 | Pruvise, Inc CRD 304365 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $150K | 0 | 3 | 1 | 06/02/2026 | ☆ |
| 29356 | N CRD 120936 | Private Fund Manager · Boutique (under $100M) | $148K | 5 | 5 | 426 | 01/30/2026 | ☆ | |
| 29357 | Fidalgo Financial Planning Llc CRD 286654 | Wealth Manager · Boutique (under $100M) | $147K | 2 | 3 | 1 | 02/04/2026 | ☆ | |
| 29358 | Bwwp, Llc CRD 287877 | Palm Desert, CA | Insurance-Affiliated · Boutique (under $100M) | $147K | 3 | 3 | 2 | 07/20/2026 | ☆ |
| 29359 | Manzil Investment Advisors, Llc CRD 308500 | Wealth Manager · Boutique (under $100M) | $147K | 94 | 94 | 4 | 03/25/2026 | ☆ | |
| 29360 | Mills, Michael Preston CRD 317444 | Wealth Manager · Boutique (under $100M) | $146K | 8 | 12 | 1 | 05/04/2026 | ☆ | |
| 29361 | Titanhub Capital Management Llc CRD 310921 | Jackson Heights, NY | Investment Adviser · Boutique (under $100M) | $145K | 15 | 14 | 1 | 03/31/2026 | ☆ |
| 29362 | Bird Financial Group Llc CRD 333764 | Philadelphia, PA | Wealth Manager · Boutique (under $100M) | $144K | 3 | 3 | 2 | 01/06/2026 | ☆ |
| 29363 | Tannhauser Financial Llc CRD 304485 | North Wales, PA | Wealth Manager · Boutique (under $100M) | $143K | 3 | 4 | 1 | 05/02/2024 | ☆ |
| 29364 | Blueprism Wealth Management Llc CRD 336440 | Wealth Manager · Boutique (under $100M) | $143K | 2 | 2 | 1 | 07/27/2026 | ☆ | |
| 29365 | Purpose1 St CRD 339089 | Insurance-Affiliated · Boutique (under $100M) | $143K | 0 | 4 | 2 | 05/20/2026 | ☆ | |
| 29366 | Bulltick4 U Advisor, Llc CRD 319418 | Miami, FL | Wealth Manager · Boutique (under $100M) | $143K | 5 | 5 | 10 | 03/28/2026 | ☆ |
| 29367 | Fmd Wealth Advisors Llc CRD 334596 | White Plains, NY | Wealth Manager · Boutique (under $100M) | $140K | 1 | 1 | 02/14/2026 | ☆ | |
| 29368 | Baker & Associates Registered Investment Advisors, Llc CRD 170951 | Insurance-Affiliated · Boutique (under $100M) | $140K | 7 | 7 | 1 | 06/02/2026 | ☆ | |
| 29369 | Murray Strategic Investment L.L.C. CRD 324619 | Wealth Manager · Boutique (under $100M) | $140K | 4 | 1 | 02/14/2025 | ☆ | ||
| 29370 | Endurance Capital Partners, Llc CRD 171895 | Palo Alto, CA | Private Fund Manager · Boutique (under $100M) | $139K | 1 | 1 | 1 | 02/13/2026 | ☆ |
| 29371 | Vincose Capital Management, Llc CRD 142938 | Investment Adviser · Boutique (under $100M) | $137K | 1 | 1 | 1 | 02/23/2026 | ☆ | |
| 29372 | Up&Up Capital, Inc. CRD 315567 | Glendale, CA | Wealth Manager · Boutique (under $100M) | $137K | 7 | 8 | 1 | 03/30/2026 | ☆ |
| 29373 | Henchmen Partners Llc CRD 329646 | Wealth Manager · Boutique (under $100M) | $134K | 10 | 10 | 1 | 01/04/2026 | ☆ | |
| 29374 | Greiber Capital Limited CRD 289126 | Wealth Manager · Boutique (under $100M) | $132K | 1 | 1 | 1 | 02/02/2026 | ☆ | |
| 29375 | My Advisors, Llc CRD 135863 | Portola Hills, CA | Wealth Manager · Boutique (under $100M) | $132K | 0 | 5 | 1 | 02/27/2026 | ☆ |
| 29376 | Pamela Plick Wealth Management Llc CRD 159126 | Palm Desert, CA | Wealth Manager · Boutique (under $100M) | $131K | 4 | 4 | 1 | 03/27/2026 | ☆ |
| 29377 | Hickok Advisory, Llc CRD 333663 | Campbell, CA | Wealth Manager · Boutique (under $100M) | $130K | 1 | 1 | 2 | 07/23/2026 | ☆ |
| 29378 | Ebanks Financial Solutions, Llc CRD 291298 | Wealth Manager · Boutique (under $100M) | $130K | 5 | 5 | 1 | 04/19/2023 | ☆ | |
| 29379 | Midwest Retirement Partners, Llc CRD 300453 | Wealth Manager · Boutique (under $100M) | $130K | 25 | 4 | 1 | 03/12/2026 | ☆ | |
| 29380 | N CRD 108568 | Investment Adviser · Boutique (under $100M) | $128K | 1 | 1 | 79 | 03/26/2025 | ☆ | |
| 29381 | Wing Financial Inc. CRD 333826 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $128K | 23 | 30 | 2 | 03/30/2026 | ☆ |
| 29382 | Mercantile Advisors, Llc CRD 289040 | Insurance-Affiliated · Boutique (under $100M) | $125K | 3 | 5 | 1 | 07/01/2026 | ☆ | |
| 29383 | Mike Adams Financial Advisors, Inc. CRD 323923 | Mooresville, NC | Wealth Manager · Boutique (under $100M) | $125K | 4 | 4 | 1 | 03/05/2026 | ☆ |
| 29384 | Wagner Road Capital Management, Llc CRD 293511 | Wealth Manager · Boutique (under $100M) | $125K | 4 | 4 | 1 | 02/10/2026 | ☆ | |
| 29385 | N CRD 335611 | Wealth Manager · Boutique (under $100M) | $123K | 4 | 4 | 1 | 03/30/2026 | ☆ | |
| 29386 | Pretiumcapital Management, Inc. CRD 120244 | Wealth Manager · Boutique (under $100M) | $123K | 3 | 3 | 1 | 02/21/2026 | ☆ | |
| 29387 | Howie Capital Management CRD 116063 | Baltimore, MD | Wealth Manager · Boutique (under $100M) | $120K | 67 | 67 | 2 | 05/14/2024 | ☆ |
| 29388 | Lexington Capital Management Llc CRD 307557 | New York, NY | Private Fund Manager · Boutique (under $100M) | $120K | 1 | 1 | 1 | 12/06/2023 | ☆ |
| 29389 | Capital Solutions Advisors, Llc CRD 324859 | Durham, NC | Wealth Manager · Boutique (under $100M) | $119K | 13 | 18 | 1 | 03/31/2026 | ☆ |
| 29390 | Crystal Oak Wealth Management, Llc CRD 339554 | Wealth Manager · Boutique (under $100M) | $119K | 6 | 6 | 1 | 08/18/2026 | ☆ | |
| 29391 | Credit Union Investment Services, Inc. CRD 144871 | Raleigh, NC | Wealth Manager · Boutique (under $100M) | $111K | 1 | 258 | 05/18/2026 | ☆ | |
| 29392 | Aragon Asset Management, Llc CRD 317462 | Corona, CA | Wealth Manager · Boutique (under $100M) | $111K | 11 | 11 | 1 | 03/31/2026 | ☆ |
| 29393 | Black Sea Management Group Llc CRD 327494 | North Richland Hills, TX | Wealth Manager · Boutique (under $100M) | $110K | 1 | 1 | 01/17/2024 | ☆ | |
| 29394 | Thompson Capital Management, Llc CRD 168773 | Wealth Manager · Boutique (under $100M) | $110K | 4 | 1 | 07/24/2026 | ☆ | ||
| 29395 | Abundance Pathways Llc CRD 339037 | Wealth Manager · Boutique (under $100M) | $109K | 1 | 1 | 1 | 02/13/2026 | ☆ | |
| 29396 | N CRD 325698 | Investment Adviser · Boutique (under $100M) | $109K | 1 | 1 | 1 | 03/11/2025 | ☆ | |
| 29397 | N CRD 299563 | Investment Adviser · Boutique (under $100M) | $109K | 1 | 1 | 1 | 03/11/2025 | ☆ | |
| 29398 | Kristofer Capital Management, Llc CRD 173791 | Private Fund Manager · Boutique (under $100M) | $108K | 1 | 2 | 1 | 03/04/2025 | ☆ | |
| 29399 | Triunity Financial Planning, Llc CRD 327252 | Wealth Manager · Boutique (under $100M) | $106K | 2 | 1 | 03/13/2026 | ☆ | ||
| 29400 | Das Financials Inc CRD 269974 | Orlando, FL | Investment Adviser · Boutique (under $100M) | $105K | 3 | 1 | 09/07/2025 | ☆ |