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 |
|---|---|---|---|---|---|---|---|---|---|
| 29501 | Double I Investments, Llc CRD 315372 | Wealth Manager · Boutique (under $100M) | $50.0K | 4 | 4 | 3 | 01/24/2024 | ☆ | |
| 29502 | Keychain Corp CRD 337629 | Wealth Manager · Boutique (under $100M) | $50.0K | 4 | 4 | 1 | 03/27/2026 | ☆ | |
| 29503 | Lifetime Investments & Insurance Llc CRD 283074 | Peoria, AZ | Insurance-Affiliated · Boutique (under $100M) | $50.0K | 1 | 1 | 1 | 03/28/2025 | ☆ |
| 29504 | Tailored Tax And Wealth, Llc CRD 337265 | Wealth Manager · Boutique (under $100M) | $50.0K | 0 | 1 | 1 | 01/21/2026 | ☆ | |
| 29505 | Autonomous Wealth Management Llc CRD 337909 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $45.6K | 15 | 15 | 1 | 07/20/2026 | ☆ |
| 29506 | Amplified Alpha Capital Management Llc CRD 316022 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $45.2K | 4 | 2 | 05/11/2026 | ☆ | |
| 29507 | Walsh Financial Llc CRD 337759 | Wealth Manager · Boutique (under $100M) | $45.1K | 1 | 1 | 06/01/2026 | ☆ | ||
| 29508 | Stephen F. Hill And Associates L.L.C. CRD 166398 | Insurance-Affiliated · Boutique (under $100M) | $45.0K | 1 | 1 | 1 | 03/26/2024 | ☆ | |
| 29509 | Core Asset Management Company CRD 110463 | Wealth Manager · Boutique (under $100M) | $44.6K | 16 | 16 | 1 | 03/25/2026 | ☆ | |
| 29510 | Revelations Asset Management Llc CRD 312381 | Wealth Manager · Boutique (under $100M) | $44.5K | 4 | 4 | 1 | 02/17/2025 | ☆ | |
| 29511 | Butler Davis Financial Group, Llc CRD 320825 | Covington, GA | Wealth Manager · Boutique (under $100M) | $44.1K | 3 | 3 | 1 | 08/17/2023 | ☆ |
| 29512 | Penta Capital Strategies Llc CRD 284791 | Wealth Manager · Boutique (under $100M) | $43.6K | 4 | 10 | 1 | 04/01/2026 | ☆ | |
| 29513 | Family Wealth Coaching, Llc CRD 290736 | Plano, TX | Wealth Manager · Boutique (under $100M) | $42.6K | 2 | 2 | 1 | 11/16/2021 | ☆ |
| 29514 | Outlive Financial Planning Llc CRD 335299 | Wealth Manager · Boutique (under $100M) | $42.0K | 1 | 1 | 07/16/2026 | ☆ | ||
| 29515 | Bamboo Robo Advisor Inc. CRD 305500 | Wealth Manager · Boutique (under $100M) | $40.7K | 28 | 28 | 1 | 03/19/2024 | ☆ | |
| 29516 | Versalife Advisors Llc CRD 338270 | Wealth Manager · Boutique (under $100M) | $40.1K | 5 | 6 | 1 | 05/11/2026 | ☆ | |
| 29517 | Burnett Adams Global Capital CRD 316753 | Newark, NJ | Wealth Manager · Boutique (under $100M) | $40.0K | 2 | 2 | 1 | 04/02/2025 | ☆ |
| 29518 | Candlestick Advising Technologies Inc. CRD 333215 | Wealth Manager · Boutique (under $100M) | $40.0K | 200 | 200 | 2 | 03/15/2026 | ☆ | |
| 29519 | Kiepe Llc CRD 334273 | Wealth Manager · Boutique (under $100M) | $40.0K | 3 | 3 | 1 | 01/19/2026 | ☆ | |
| 29520 | Vantar Inc. CRD 333196 | New York, NY | Wealth Manager · Boutique (under $100M) | $40.0K | 250 | 10 | 4 | 07/23/2026 | ☆ |
| 29521 | Matty Ai Inc. CRD 317016 | Greenville, SC | Wealth Manager · Boutique (under $100M) | $39.3K | 135 | 135 | 2 | 03/13/2026 | ☆ |
| 29522 | Matthew Clarke Fee CRD 338890 | Wealth Manager · Boutique (under $100M) | $38.6K | 4 | 4 | 1 | 03/29/2026 | ☆ | |
| 29523 | Third Stanza Group Llc CRD 337630 | Wealth Manager · Boutique (under $100M) | $38.2K | 1 | 1 | 2 | 03/09/2026 | ☆ | |
| 29524 | The Rsd Group, Llc CRD 336228 | Grand Rapids, MI | Wealth Manager · Boutique (under $100M) | $38.2K | 3 | 9 | 1 | 03/10/2026 | ☆ |
| 29525 | Belvedere Investments Corporation CRD 335195 | Wealth Manager · Boutique (under $100M) | $37.7K | 4 | 4 | 1 | 03/16/2026 | ☆ | |
| 29526 | Omen Advisory, Llc CRD 337532 | New York, NY | Wealth Manager · Boutique (under $100M) | $36.0K | 94 | 94 | 2 | 03/23/2026 | ☆ |
| 29527 | Braxton Financial Group, Llc CRD 292903 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $35.9K | 0 | 5 | 1 | 04/23/2026 | ☆ |
| 29528 | Onus Observer Llc CRD 312663 | Wealth Manager · Boutique (under $100M) | $35.4K | 1 | 2 | 1 | 03/26/2026 | ☆ | |
| 29529 | Venture Wealth Solutions Llc CRD 334307 | Wealth Manager · Boutique (under $100M) | $35.3K | 2 | 3 | 1 | 06/22/2026 | ☆ | |
| 29530 | Caldwell Investment Services Llc CRD 317283 | Wealth Manager · Boutique (under $100M) | $35.0K | 1 | 1 | 1 | 03/13/2024 | ☆ | |
| 29531 | Antigravity Investments Inc. CRD 290288 | Wealth Manager · Boutique (under $100M) | $34.9K | 2 | 12 | 2 | 04/01/2026 | ☆ | |
| 29532 | Cagr Finance Llc CRD 337809 | Lewes, DE | Wealth Manager · Boutique (under $100M) | $31.8K | 0 | 3 | 5 | 02/18/2026 | ☆ |
| 29533 | N CRD 310439 | Wealth Manager · Boutique (under $100M) | $30.7K | 59 | 59 | 11 | 01/24/2025 | ☆ | |
| 29534 | Lobelkarimi, Lucian, Mohssin CRD 306879 | Wealth Manager · Boutique (under $100M) | $30.0K | 1 | 1 | 1 | 05/11/2026 | ☆ | |
| 29535 | Stonebridge Wealth Management Llc CRD 336319 | Investment Adviser · Boutique (under $100M) | $30.0K | 2 | 2 | 1 | 05/13/2026 | ☆ | |
| 29536 | Zquant Advisory, Llc CRD 317368 | Wealth Manager · Boutique (under $100M) | $30.0K | 1 | 1 | 1 | 02/26/2026 | ☆ | |
| 29537 | Madanat David Aron CRD 297452 | Wealth Manager · Boutique (under $100M) | $29.7K | 0 | 1 | 1 | 05/16/2026 | ☆ | |
| 29538 | Let Bob Advisory, Llc CRD 321854 | Wealth Manager · Boutique (under $100M) | $29.0K | 249 | 246 | 1 | 02/18/2026 | ☆ | |
| 29539 | Grayton Beach Capital, Llc CRD 317626 | Miami, FL | Wealth Manager · Boutique (under $100M) | $28.4K | 1 | 1 | 1 | 04/02/2026 | ☆ |
| 29540 | Wealthie Advisors, Llc CRD 340058 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $27.3K | 104 | 104 | 2 | 06/26/2026 | ☆ |
| 29541 | Handal Dunaway Llc CRD 333166 | New York, NY | Wealth Manager · Boutique (under $100M) | $27.0K | 3 | 3 | 5 | 03/30/2026 | ☆ |
| 29542 | Valur Robo Advisors Llc CRD 318675 | New York, NY | Wealth Manager · Boutique (under $100M) | $26.5K | 14 | 15 | 2 | 03/27/2026 | ☆ |
| 29543 | Esmeb Incorporated CRD 152361 | Wealth Manager · Boutique (under $100M) | $26.4K | 4 | 1 | 06/12/2026 | ☆ | ||
| 29544 | Batholith Llc CRD 338434 | Investment Adviser · Boutique (under $100M) | $26.0K | 1 | 1 | 1 | 02/12/2026 | ☆ | |
| 29545 | California Benefits And Retirement Group, Llc CRD 305719 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $25.0K | 3 | 3 | 1 | 08/10/2026 | ☆ |
| 29546 | Tiburon Capital Advisors Llc CRD 331466 | Wealth Manager · Boutique (under $100M) | $25.0K | 1 | 1 | 1 | 03/25/2026 | ☆ | |
| 29547 | Victorwealth, Llc CRD 164690 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $25.0K | 5 | 2 | 1 | 06/11/2026 | ☆ |
| 29548 | Conceptum Strategies Llc CRD 338635 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $24.1K | 0 | 4 | 1 | 04/02/2026 | ☆ |
| 29549 | Firetower Enterprises Llc CRD 336549 | Wealth Manager · Boutique (under $100M) | $24.0K | 0 | 2 | 1 | 04/21/2026 | ☆ | |
| 29550 | Echo Financial Advisors, Llc CRD 325170 | Wealth Manager · Boutique (under $100M) | $24.0K | 2 | 2 | 1 | 03/03/2026 | ☆ |