Investment advisers
45,206 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 |
|---|---|---|---|---|---|---|---|---|---|
| 29451 | Calabash Asset Management, Llc CRD 287793 | Private Fund Manager · Boutique (under $100M) | $173K | 17 | 17 | 2 | 03/26/2026 | ☆ | |
| 29452 | The $ Coach, Llc CRD 159557 | Wealth Manager · Boutique (under $100M) | $173K | 3 | 4 | 1 | 04/06/2026 | ☆ | |
| 29453 | Exds Capital Llc CRD 338093 | Wealth Manager · Boutique (under $100M) | $172K | 0 | 3 | 1 | 03/20/2026 | ☆ | |
| 29454 | Evans Capital Partners Llc CRD 323000 | Wealth Manager · Boutique (under $100M) | $170K | 4 | 4 | 1 | 05/14/2026 | ☆ | |
| 29455 | Robert G Burns Llc CRD 307597 | Insurance-Affiliated · Boutique (under $100M) | $170K | 1 | 1 | 1 | 06/27/2025 | ☆ | |
| 29456 | Mcap Investment Management, Llc CRD 336859 | Woodstock, GA | Wealth Manager · Boutique (under $100M) | $169K | 1 | 1 | 2 | 03/26/2026 | ☆ |
| 29457 | 5 Thn Financial Llc CRD 286020 | Wealth Manager · Boutique (under $100M) | $167K | 3 | 6 | 1 | 02/16/2026 | ☆ | |
| 29458 | Critical Mass Financial, Llc CRD 336193 | Wealth Manager · Boutique (under $100M) | $167K | 1 | 1 | 1 | 09/29/2026 | ☆ | |
| 29459 | Shikhara Capital (Hong Kong) Private Limited (Company) CRD 332188 | Hong Kong | Private Fund Manager · Boutique (under $100M) | $164K | 5 | 5 | 9 | 07/30/2026 | ☆ |
| 29460 | Venables Financial Solutions, Llc CRD 332371 | Wealth Manager · Boutique (under $100M) | $164K | 7 | 6 | 1 | 01/13/2026 | ☆ | |
| 29461 | Taher Financial Planning CRD 288081 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $162K | 9 | 13 | 1 | 03/31/2026 | ☆ |
| 29462 | Foresight Investment Advisors, Llc CRD 155800 | Hot Springs, AR | Wealth Manager · Boutique (under $100M) | $161K | 3 | 4 | 03/20/2026 | ☆ | |
| 29463 | Auri Holdings, Inc. CRD 336818 | Wealth Manager · Boutique (under $100M) | $160K | 0 | 6 | 1 | 03/23/2026 | ☆ | |
| 29464 | Tactical Financial Planning Inc CRD 335276 | Malabar, FL | Wealth Manager · Boutique (under $100M) | $158K | 0 | 5 | 1 | 07/13/2026 | ☆ |
| 29465 | Tradespro Llc CRD 336150 | Addison, TX | Wealth Manager · Boutique (under $100M) | $158K | 5 | 1 | 03/22/2026 | ☆ | |
| 29466 | Eia Investments Llc CRD 314532 | Salisbury, CT | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $154K | 1 | 1 | 1 | 03/24/2025 | ☆ |
| 29467 | Gary Fabian And Associates Incorporated CRD 123951 | Wealth Manager · Boutique (under $100M) | $153K | 5 | 9 | 0 | 03/28/2024 | ☆ | |
| 29468 | Cloud Peak Advisors Llc CRD 293021 | Wealth Manager · Boutique (under $100M) | $153K | 2 | 1 | 1 | 02/15/2023 | ☆ | |
| 29469 | Artizan Wealth Management Llc CRD 342327 | Wealth Manager · Boutique (under $100M) | $152K | 0 | 4 | 2 | 09/21/2026 | ☆ | |
| 29470 | Penmar Wealth Management Llc CRD 338462 | Wealth Manager · Boutique (under $100M) | $151K | 2 | 2 | 2 | 09/25/2026 | ☆ | |
| 29471 | Lowercase Capital, Llc CRD 299880 | Wealth Manager · Boutique (under $100M) | $151K | 6 | 6 | 1 | 03/31/2026 | ☆ | |
| 29472 | Khalis Financial Advisors Llc CRD 323950 | Institutional / Pension Advisor · Boutique (under $100M) | $150K | 1 | 1 | 1 | 02/18/2026 | ☆ | |
| 29473 | Endurance Private Investments Manager, Llc CRD 175235 | Tucson, AZ | Private Fund Manager · Boutique (under $100M) | $150K | 1 | 1 | 1 | 03/25/2026 | ☆ |
| 29474 | Fidelity Capital Management Corp CRD 122651 | Palm Harbor, FL | Wealth Manager · Boutique (under $100M) | $150K | 1 | 1 | 06/26/2025 | ☆ | |
| 29475 | Global Wealth Partners, Llc CRD 150481 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $150K | 2 | 2 | 2 | 03/17/2024 | ☆ |
| 29476 | Path Digital Advisors, Llc CRD 312983 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $150K | 1 | 1 | 4 | 03/31/2025 | ☆ |
| 29477 | Pruvise, Inc CRD 304365 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $150K | 0 | 3 | 1 | 09/12/2026 | ☆ |
| 29478 | N CRD 120936 | Private Fund Manager · Boutique (under $100M) | $148K | 5 | 5 | 426 | 01/30/2026 | ☆ | |
| 29479 | Fidalgo Financial Planning Llc CRD 286654 | Wealth Manager · Boutique (under $100M) | $147K | 2 | 3 | 1 | 02/04/2026 | ☆ | |
| 29480 | Bwwp, Llc CRD 287877 | Palm Desert, CA | Insurance-Affiliated · Boutique (under $100M) | $147K | 3 | 3 | 2 | 07/20/2026 | ☆ |
| 29481 | Manzil Investment Advisors, Llc CRD 308500 | Wealth Manager · Boutique (under $100M) | $147K | 94 | 94 | 4 | 09/29/2026 | ☆ | |
| 29482 | Mills, Michael Preston CRD 317444 | Wealth Manager · Boutique (under $100M) | $146K | 8 | 12 | 1 | 05/04/2026 | ☆ | |
| 29483 | Titanhub Capital Management Llc CRD 310921 | Jackson Heights, NY | Investment Adviser · Boutique (under $100M) | $145K | 15 | 14 | 1 | 03/31/2026 | ☆ |
| 29484 | Tannhauser Financial Llc CRD 304485 | North Wales, PA | Wealth Manager · Boutique (under $100M) | $143K | 3 | 4 | 1 | 05/02/2024 | ☆ |
| 29485 | Blueprism Wealth Management Llc CRD 336440 | Wealth Manager · Boutique (under $100M) | $143K | 2 | 2 | 1 | 07/27/2026 | ☆ | |
| 29486 | Purpose1 St CRD 339089 | Insurance-Affiliated · Boutique (under $100M) | $143K | 0 | 4 | 2 | 05/20/2026 | ☆ | |
| 29487 | Bulltick4 U Advisor, Llc CRD 319418 | Miami, FL | Wealth Manager · Boutique (under $100M) | $143K | 5 | 5 | 10 | 03/28/2026 | ☆ |
| 29488 | Fmd Wealth Advisors Llc CRD 334596 | White Plains, NY | Wealth Manager · Boutique (under $100M) | $140K | 1 | 1 | 02/14/2026 | ☆ | |
| 29489 | Baker & Associates Registered Investment Advisors, Llc CRD 170951 | Insurance-Affiliated · Boutique (under $100M) | $140K | 7 | 7 | 1 | 06/02/2026 | ☆ | |
| 29490 | Murray Strategic Investment L.L.C. CRD 324619 | Wealth Manager · Boutique (under $100M) | $140K | 4 | 1 | 02/14/2025 | ☆ | ||
| 29491 | Endurance Capital Partners, Llc CRD 171895 | Palo Alto, CA | Private Fund Manager · Boutique (under $100M) | $139K | 1 | 1 | 1 | 02/13/2026 | ☆ |
| 29492 | Vincose Capital Management, Llc CRD 142938 | Investment Adviser · Boutique (under $100M) | $137K | 1 | 1 | 1 | 02/23/2026 | ☆ | |
| 29493 | Up&Up Capital, Inc. CRD 315567 | Glendale, CA | Wealth Manager · Boutique (under $100M) | $137K | 7 | 8 | 1 | 03/30/2026 | ☆ |
| 29494 | Henchmen Partners Llc CRD 329646 | Wealth Manager · Boutique (under $100M) | $134K | 10 | 10 | 1 | 01/04/2026 | ☆ | |
| 29495 | Greiber Capital Limited CRD 289126 | Wealth Manager · Boutique (under $100M) | $132K | 1 | 1 | 1 | 02/02/2026 | ☆ | |
| 29496 | My Advisors, Llc CRD 135863 | Portola Hills, CA | Wealth Manager · Boutique (under $100M) | $132K | 0 | 5 | 1 | 02/27/2026 | ☆ |
| 29497 | Pamela Plick Wealth Management Llc CRD 159126 | Palm Desert, CA | Wealth Manager · Boutique (under $100M) | $131K | 4 | 4 | 1 | 03/27/2026 | ☆ |
| 29498 | Hickok Advisory, Llc CRD 333663 | Campbell, CA | Wealth Manager · Boutique (under $100M) | $130K | 1 | 1 | 2 | 07/23/2026 | ☆ |
| 29499 | Ebanks Financial Solutions, Llc CRD 291298 | Wealth Manager · Boutique (under $100M) | $130K | 5 | 5 | 1 | 04/19/2023 | ☆ | |
| 29500 | Midwest Retirement Partners, Llc CRD 300453 | Wealth Manager · Boutique (under $100M) | $130K | 25 | 4 | 1 | 03/12/2026 | ☆ |