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 |
|---|---|---|---|---|---|---|---|---|---|
| 29651 | Caldwell Investment Services Llc CRD 317283 | Wealth Manager · Boutique (under $100M) | $35.0K | 1 | 1 | 1 | 03/13/2024 | ☆ | |
| 29652 | Versalife Advisors Llc CRD 338270 | Wealth Manager · Boutique (under $100M) | $35.0K | 5 | 5 | 1 | 08/24/2026 | ☆ | |
| 29653 | Antigravity Investments Inc. CRD 290288 | Wealth Manager · Boutique (under $100M) | $34.9K | 2 | 12 | 2 | 04/01/2026 | ☆ | |
| 29654 | Amaltash Advisors Llc CRD 341060 | Wealth Manager · Boutique (under $100M) | $34.0K | 16 | 16 | 2 | 09/21/2026 | ☆ | |
| 29655 | Mont Wealth Management, Llc CRD 340142 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $32.5K | 4 | 4 | 4 | 09/17/2026 | ☆ |
| 29656 | Cagr Finance Llc CRD 337809 | Lewes, DE | Wealth Manager · Boutique (under $100M) | $31.8K | 0 | 3 | 5 | 02/18/2026 | ☆ |
| 29657 | N CRD 310439 | Wealth Manager · Boutique (under $100M) | $30.7K | 59 | 59 | 11 | 01/24/2025 | ☆ | |
| 29658 | Lobelkarimi, Lucian, Mohssin CRD 306879 | Wealth Manager · Boutique (under $100M) | $30.0K | 1 | 1 | 1 | 05/11/2026 | ☆ | |
| 29659 | Stonebridge Wealth Management Llc CRD 336319 | Investment Adviser · Boutique (under $100M) | $30.0K | 2 | 2 | 1 | 08/25/2026 | ☆ | |
| 29660 | Zquant Advisory, Llc CRD 317368 | Wealth Manager · Boutique (under $100M) | $30.0K | 1 | 1 | 1 | 02/26/2026 | ☆ | |
| 29661 | Madanat David Aron CRD 297452 | Wealth Manager · Boutique (under $100M) | $29.7K | 0 | 1 | 1 | 05/16/2026 | ☆ | |
| 29662 | Let Bob Advisory, Llc CRD 321854 | Wealth Manager · Boutique (under $100M) | $29.0K | 249 | 246 | 1 | 02/18/2026 | ☆ | |
| 29663 | Grayton Beach Capital, Llc CRD 317626 | Miami, FL | Wealth Manager · Boutique (under $100M) | $28.4K | 1 | 1 | 1 | 04/02/2026 | ☆ |
| 29664 | Wealthie Advisors, Llc CRD 340058 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $27.3K | 104 | 104 | 2 | 06/26/2026 | ☆ |
| 29665 | Handal Dunaway Llc CRD 333166 | New York, NY | Wealth Manager · Boutique (under $100M) | $27.0K | 3 | 3 | 5 | 03/30/2026 | ☆ |
| 29666 | Valur Robo Advisors Llc CRD 318675 | New York, NY | Wealth Manager · Boutique (under $100M) | $26.5K | 14 | 15 | 2 | 03/27/2026 | ☆ |
| 29667 | Esmeb Incorporated CRD 152361 | Wealth Manager · Boutique (under $100M) | $26.4K | 4 | 1 | 06/12/2026 | ☆ | ||
| 29668 | Batholith Llc CRD 338434 | Investment Adviser · Boutique (under $100M) | $26.0K | 1 | 1 | 1 | 02/12/2026 | ☆ | |
| 29669 | California Benefits And Retirement Group, Llc CRD 305719 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $25.0K | 3 | 3 | 1 | 08/10/2026 | ☆ |
| 29670 | Tiburon Capital Advisors Llc CRD 331466 | Wealth Manager · Boutique (under $100M) | $25.0K | 1 | 1 | 1 | 03/25/2026 | ☆ | |
| 29671 | Victorwealth, Llc CRD 164690 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $25.0K | 5 | 2 | 1 | 06/11/2026 | ☆ |
| 29672 | Firetower Enterprises Llc CRD 336549 | Wealth Manager · Boutique (under $100M) | $24.0K | 0 | 2 | 1 | 04/21/2026 | ☆ | |
| 29673 | Echo Financial Advisors, Llc CRD 325170 | Wealth Manager · Boutique (under $100M) | $24.0K | 2 | 2 | 1 | 03/03/2026 | ☆ | |
| 29674 | Ebquant, Llc CRD 316874 | Wealth Manager · Boutique (under $100M) | $23.1K | 3 | 2 | 03/02/2026 | ☆ | ||
| 29675 | Pacific Management Ltd CRD 106624 | Sausalito, CA | Private Fund Manager · Boutique (under $100M) | $22.5K | 1 | 1 | 1 | 03/19/2026 | ☆ |
| 29676 | N CRD 334657 | Wealth Manager · Boutique (under $100M) | $22.1K | 7 | 7 | 9 | 09/05/2025 | ☆ | |
| 29677 | Medpath Financial Llc CRD 335785 | Toledo, OH | Wealth Manager · Boutique (under $100M) | $20.9K | 1 | 4 | 1 | 09/14/2026 | ☆ |
| 29678 | Amijag Advisors Llc CRD 172872 | Sugar Land, TX | Investment Adviser · Boutique (under $100M) | $20.6K | 1 | 3 | 1 | 03/14/2026 | ☆ |
| 29679 | Rewbix Ai Investments Llc CRD 326608 | Austin, TX | Wealth Manager · Boutique (under $100M) | $20.0K | 5 | 5 | 1 | 04/01/2026 | ☆ |
| 29680 | N CRD 328800 | Wealth Manager · Boutique (under $100M) | $19.5K | 6 | 6 | 2 | 09/04/2025 | ☆ | |
| 29681 | Exponential Advisors Llc CRD 333416 | Wealth Manager · Boutique (under $100M) | $19.3K | 2 | 1 | 03/16/2026 | ☆ | ||
| 29682 | Jet Stream Wealth Management Llc CRD 329042 | Wealth Manager · Boutique (under $100M) | $18.1K | 2 | 1 | 03/25/2026 | ☆ | ||
| 29683 | 5 Talents Investing, Llc CRD 331658 | Wealth Manager · Boutique (under $100M) | $18.0K | 0 | 1 | 1 | 03/19/2026 | ☆ | |
| 29684 | Guardant Wealth Advisors Llc CRD 331392 | Miami, FL | Wealth Manager · Boutique (under $100M) | $18.0K | 2 | 1 | 1 | 04/16/2026 | ☆ |
| 29685 | Long Term Solutions Wealth Management, Llc CRD 338992 | Syracuse, NY | Wealth Manager · Boutique (under $100M) | $16.5K | 1 | 1 | 1 | 03/12/2026 | ☆ |
| 29686 | Wehling Investment Management, Llc CRD 336249 | North Richland Hills, TX | Wealth Manager · Boutique (under $100M) | $16.3K | 1 | 1 | 03/27/2026 | ☆ | |
| 29687 | Annecy Llc CRD 169464 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $15.8K | 1 | 1 | 1 | 11/30/2023 | ☆ |
| 29688 | Floyd Green Financial Services, Inc. CRD 125912 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $15.4K | 1 | 1 | 1 | 03/05/2026 | ☆ |
| 29689 | Haven Wealth Planning, Llc CRD 328258 | Wealth Manager · Boutique (under $100M) | $15.4K | 0 | 1 | 1 | 03/16/2026 | ☆ | |
| 29690 | Emerald Wealth Management, Inc. CRD 171913 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $15.0K | 90 | 90 | 1 | 03/09/2026 | ☆ |
| 29691 | Emgo Capital, Llc CRD 331252 | Wealth Manager · Boutique (under $100M) | $15.0K | 0 | 1 | 1 | 05/19/2026 | ☆ | |
| 29692 | Day Financial Group, Llc CRD 329830 | Wealth Manager · Boutique (under $100M) | $14.9K | 1 | 4 | 1 | 01/22/2026 | ☆ | |
| 29693 | Dreamvision Capital, Llc CRD 332409 | Wealth Manager · Boutique (under $100M) | $14.0K | 1 | 3 | 1 | 03/28/2026 | ☆ | |
| 29694 | Investment Management Solutions CRD 330363 | Tarzana, CA | Wealth Manager · Boutique (under $100M) | $13.8K | 4 | 4 | 4 | 03/25/2026 | ☆ |
| 29695 | Hoffman Wealth Advisors Llc CRD 335646 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $12.9K | 2 | 4 | 1 | 01/26/2026 | ☆ |
| 29696 | The Piedmont Financial Consulting Group, Llc CRD 314420 | Laurel, MD | Wealth Manager · Boutique (under $100M) | $12.9K | 2 | 2 | 1 | 09/18/2024 | ☆ |
| 29697 | Harsh Wealth Management Llc CRD 333516 | Wealth Manager · Boutique (under $100M) | $12.5K | 3 | 3 | 1 | 03/24/2026 | ☆ | |
| 29698 | Shonan Gold Financial Llc CRD 318265 | Wealth Manager · Boutique (under $100M) | $12.0K | 2 | 2 | 1 | 02/10/2026 | ☆ | |
| 29699 | Atlantic Financial Management Llc CRD 338320 | Wealth Manager · Boutique (under $100M) | $11.0K | 1 | 1 | 06/08/2026 | ☆ | ||
| 29700 | Te Advisors Llc CRD 336139 | Quincy, MA | Wealth Manager · Boutique (under $100M) | $10.7K | 13 | 13 | 5 | 07/01/2026 | ☆ |