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 |
|---|---|---|---|---|---|---|---|---|---|
| 29601 | Crecer Llc CRD 335908 | Wealth Manager · Boutique (under $100M) | $3.5K | 20 | 20 | 2 | 03/25/2026 | ☆ | |
| 29602 | Affordable Life Plans, Llc CRD 164009 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $3.2K | 2 | 5 | 03/31/2026 | ☆ | |
| 29603 | Crenshaw Capital Management CRD 153427 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $3.1K | 1 | 1 | 1 | 03/19/2026 | ☆ |
| 29604 | Temecula Valley Stock Exchange Llc CRD 310286 | Wealth Manager · Boutique (under $100M) | $3.0K | 3 | 1 | 11/10/2025 | ☆ | ||
| 29605 | Tartan Capital Advisors Llc CRD 174067 | Henderson, NV | Private Fund Manager · Boutique (under $100M) | $2.4K | 1 | 1 | 2 | 03/30/2026 | ☆ |
| 29606 | Mary & Pip Investments, Llc CRD 338656 | Wealth Manager · Boutique (under $100M) | $2.2K | 7 | 7 | 2 | 06/02/2026 | ☆ | |
| 29607 | Pfs Capital, Llc CRD 304969 | New York, NY | Investment Adviser · Boutique (under $100M) | $2.1K | 1 | 2 | 1 | 01/26/2026 | ☆ |
| 29608 | Bryan K. Chin & Co. Asset Management Inc. CRD 111548 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $2.0K | 1 | 1 | 02/25/2026 | ☆ | |
| 29609 | Musaffa Llc CRD 338525 | New York, NY | Wealth Manager · Boutique (under $100M) | $2.0K | 1 | 2 | 07/13/2026 | ☆ | |
| 29610 | Y CRD 328227 | Wealth Manager · Boutique (under $100M) | $2.0K | 1 | 10 | 03/26/2025 | ☆ | ||
| 29611 | N CRD 329196 | Investment Adviser · Boutique (under $100M) | $1.7K | 2 | 2 | 2 | 03/28/2025 | ☆ | |
| 29612 | Family Freedom Wealth Management, Llc CRD 333216 | Addison, TX | Wealth Manager · Boutique (under $100M) | $1.5K | 1 | 1 | 2 | 03/02/2026 | ☆ |
| 29613 | Illuminate Advisers, Llc CRD 334292 | Wealth Manager · Boutique (under $100M) | $1.5K | 10 | 10 | 1 | 02/12/2026 | ☆ | |
| 29614 | Leftskewed Investment Management, Llc CRD 318669 | Wealth Manager · Boutique (under $100M) | $1.5K | 1 | 1 | 1 | 03/26/2026 | ☆ | |
| 29615 | Terrafort Capital Llc CRD 316148 | North Bethesda, MD | Wealth Manager · Boutique (under $100M) | $1.1K | 1 | 1 | 1 | 03/26/2025 | ☆ |
| 29616 | Aalexander Llc CRD 336570 | Wealth Manager · Boutique (under $100M) | $1.1K | 4 | 4 | 1 | 03/27/2026 | ☆ | |
| 29617 | Pale Blue Capital Llc CRD 315455 | Wealth Manager · Boutique (under $100M) | $1.1K | 9 | 9 | 1 | 03/12/2026 | ☆ | |
| 29618 | Kitchensink Financial Planning, Llc CRD 338673 | Wealth Manager · Boutique (under $100M) | $1.0K | 0 | 1 | 1 | 01/06/2026 | ☆ | |
| 29619 | Decode Finance Llc CRD 331985 | Palo Alto, CA | Wealth Manager · Boutique (under $100M) | $1.0K | 5 | 5 | 4 | 07/05/2024 | ☆ |
| 29620 | N CRD 334136 | Investment Adviser · Boutique (under $100M) | $1.0K | 140 | 140 | 9 | 03/13/2025 | ☆ | |
| 29621 | Secretx Assets Llc CRD 324067 | Investment Adviser · Boutique (under $100M) | $1.0K | 0 | 1 | 1 | 03/05/2026 | ☆ | |
| 29622 | Talkabouthealth, Inc. CRD 337485 | Wealth Manager · Boutique (under $100M) | $1.0K | 4 | 4 | 3 | 04/21/2026 | ☆ | |
| 29623 | Y CRD 334116 | Wealth Manager · Boutique (under $100M) | $1.0K | 5 | 5 | 3 | 01/27/2025 | ☆ | |
| 29624 | Fivancial Advisors, Inc. CRD 336326 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $925 | 96 | 96 | 1 | 07/28/2026 | ☆ |
| 29625 | Wealthyx Llc CRD 172380 | Wealth Manager · Boutique (under $100M) | $750 | 3 | 3 | 1 | 06/17/2026 | ☆ | |
| 29626 | Planb Tax & Wealth Advisors Llc CRD 300278 | Insurance-Affiliated · Boutique (under $100M) | $500 | 1 | 1 | 1 | 01/20/2026 | ☆ | |
| 29627 | Bickley Investments, Llc CRD 326843 | Macon, GA | Wealth Manager · Boutique (under $100M) | $447 | 1 | 1 | 1 | 03/31/2026 | ☆ |
| 29628 | N CRD 336290 | Wealth Manager · Boutique (under $100M) | $417 | 2 | 2 | 1 | 03/27/2026 | ☆ | |
| 29629 | Vestwealth, Inc. CRD 316132 | Wealth Manager · Boutique (under $100M) | $400 | 4 | 4 | 2 | 03/27/2026 | ☆ | |
| 29630 | Kraken Adviser Llc CRD 337920 | Fort Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $377 | 9 | 9 | 5 | 07/20/2026 | ☆ |
| 29631 | Accelar, Inc. CRD 314872 | San Jose, CA | Wealth Manager · Boutique (under $100M) | $300 | 3 | 3 | 0 | 06/10/2025 | ☆ |
| 29632 | Endowe Advisory Llc CRD 338697 | San Jose, CA | Wealth Manager · Boutique (under $100M) | $300 | 3 | 2 | 1 | 08/20/2026 | ☆ |
| 29633 | Asal Invest Llc CRD 340305 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $270 | 4 | 4 | 2 | 06/01/2026 | ☆ |
| 29634 | Aft Us Capital Llc CRD 335448 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $214 | 5 | 5 | 4 | 03/27/2026 | ☆ |
| 29635 | Broad Investment Securities Llc CRD 290775 | Beijing | Wealth Manager · Boutique (under $100M) | $200 | 2 | 2 | 2 | 05/06/2026 | ☆ |
| 29636 | Nextmove Capital Inc. CRD 338359 | Wealth Manager · Boutique (under $100M) | $190 | 4 | 4 | 04/06/2026 | ☆ | ||
| 29637 | N CRD 333845 | Wealth Manager · Boutique (under $100M) | $150 | 2 | 1 | 02/06/2025 | ☆ | ||
| 29638 | Vestie, Inc. CRD 338938 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $125 | 2 | 2 | 1 | 07/02/2026 | ☆ |
| 29639 | Allegiance Advisors, Inc. CRD 325075 | Burnet, TX | Investment Adviser · Boutique (under $100M) | $100 | 0 | 1 | 1 | 07/07/2024 | ☆ |
| 29640 | Hfa Investments, Llc CRD 334904 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $100 | 1 | 1 | 2 | 02/16/2026 | ☆ |
| 29641 | The Charles Towne Agency CRD 331489 | Wealth Manager · Boutique (under $100M) | $100 | 1 | 1 | 02/11/2026 | ☆ | ||
| 29642 | N CRD 311303 | Wealth Manager · Boutique (under $100M) | $15 | 1 | 1 | 3 | 03/03/2025 | ☆ | |
| 29643 | Pantheon Ventures Inc. CRD 110091 | San Francisco, CA | Private Fund Manager · Boutique (under $100M) | $11 | 10 | 10 | 1 | 07/30/2026 | ☆ |
| 29644 | Campbell & Company Wealth Management, Llc CRD 341303 | Spring Hill, FL | Wealth Manager · Boutique (under $100M) | $10 | 1 | 1 | 8 | 08/14/2026 | ☆ |
| 29645 | The Financially Brave Llc CRD 328962 | Insurance-Affiliated · Boutique (under $100M) | $10 | 1 | 1 | 01/31/2025 | ☆ | ||
| 29646 | Standish Capital Management, Llc CRD 334325 | Wealth Manager · Boutique (under $100M) | $5 | 1 | 1 | 05/18/2026 | ☆ | ||
| 29647 | 1316 Capital Llc CRD 339245 | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 03/03/2026 | ☆ | ||
| 29648 | Alka Partners, Llc CRD 338183 | Farmers Branch, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $2 | 1 | 1 | 1 | 04/02/2026 | ☆ |
| 29649 | Atlas Square Partners (Hk) Limited CRD 328980 | Hong Kong | Investment Adviser · Boutique (under $100M) | $2 | 1 | 1 | 2 | 06/15/2026 | ☆ |
| 29650 | Callidus Capital, Llc. CRD 337538 | Wealth Manager · Boutique (under $100M) | $2 | 0 | 1 | 1 | 07/10/2026 | ☆ |