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 |
|---|---|---|---|---|---|---|---|---|---|
| 29751 | Bickley Investments, Llc CRD 326843 | Macon, GA | Wealth Manager · Boutique (under $100M) | $447 | 1 | 1 | 1 | 03/31/2026 | ☆ |
| 29752 | N CRD 336290 | Wealth Manager · Boutique (under $100M) | $417 | 2 | 2 | 1 | 03/27/2026 | ☆ | |
| 29753 | Vestwealth, Inc. CRD 316132 | Wealth Manager · Boutique (under $100M) | $400 | 4 | 4 | 2 | 08/27/2026 | ☆ | |
| 29754 | Kraken Adviser Llc CRD 337920 | Fort Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $377 | 9 | 9 | 5 | 07/20/2026 | ☆ |
| 29755 | Accelar, Inc. CRD 314872 | San Jose, CA | Wealth Manager · Boutique (under $100M) | $300 | 3 | 3 | 0 | 06/10/2025 | ☆ |
| 29756 | Endowe Advisory Llc CRD 338697 | San Jose, CA | Wealth Manager · Boutique (under $100M) | $300 | 3 | 2 | 1 | 08/20/2026 | ☆ |
| 29757 | Asal Invest Llc CRD 340305 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $270 | 4 | 4 | 2 | 06/01/2026 | ☆ |
| 29758 | Ant Money Advisors, Llc CRD 308481 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $269 | 5 | 5 | 12 | 09/24/2026 | ☆ |
| 29759 | Aft Us Capital Llc CRD 335448 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $214 | 5 | 5 | 4 | 03/27/2026 | ☆ |
| 29760 | Broad Investment Securities Llc CRD 290775 | Beijing | Wealth Manager · Boutique (under $100M) | $200 | 2 | 2 | 2 | 05/06/2026 | ☆ |
| 29761 | Nextmove Capital Inc. CRD 338359 | Wealth Manager · Boutique (under $100M) | $190 | 4 | 4 | 04/06/2026 | ☆ | ||
| 29762 | N CRD 333845 | Wealth Manager · Boutique (under $100M) | $150 | 2 | 1 | 02/06/2025 | ☆ | ||
| 29763 | Vestie, Inc. CRD 338938 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $125 | 2 | 2 | 1 | 07/02/2026 | ☆ |
| 29764 | Allegiance Advisors, Inc. CRD 325075 | Burnet, TX | Investment Adviser · Boutique (under $100M) | $100 | 0 | 1 | 1 | 07/07/2024 | ☆ |
| 29765 | Hfa Investments, Llc CRD 334904 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $100 | 1 | 1 | 2 | 02/16/2026 | ☆ |
| 29766 | The Charles Towne Agency CRD 331489 | Wealth Manager · Boutique (under $100M) | $100 | 1 | 1 | 02/11/2026 | ☆ | ||
| 29767 | N CRD 311303 | Wealth Manager · Boutique (under $100M) | $15 | 1 | 1 | 3 | 03/03/2025 | ☆ | |
| 29768 | Pantheon Ventures Inc. CRD 110091 | San Francisco, CA | Private Fund Manager · Boutique (under $100M) | $11 | 10 | 10 | 1 | 07/30/2026 | ☆ |
| 29769 | Campbell & Company Wealth Management, Llc CRD 341303 | Spring Hill, FL | Wealth Manager · Boutique (under $100M) | $10 | 1 | 1 | 8 | 09/24/2026 | ☆ |
| 29770 | The Financially Brave Llc CRD 328962 | Insurance-Affiliated · Boutique (under $100M) | $10 | 1 | 1 | 01/31/2025 | ☆ | ||
| 29771 | Standish Capital Management, Llc CRD 334325 | Wealth Manager · Boutique (under $100M) | $5 | 1 | 1 | 05/18/2026 | ☆ | ||
| 29772 | 1316 Capital Llc CRD 339245 | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 03/03/2026 | ☆ | ||
| 29773 | Alka Partners, Llc CRD 338183 | Farmers Branch, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $2 | 1 | 1 | 1 | 04/02/2026 | ☆ |
| 29774 | Atlas Square Partners (Hk) Limited CRD 328980 | Hong Kong | Investment Adviser · Boutique (under $100M) | $2 | 1 | 1 | 2 | 06/15/2026 | ☆ |
| 29775 | Callidus Capital, Llc. CRD 337538 | Wealth Manager · Boutique (under $100M) | $2 | 0 | 1 | 1 | 07/10/2026 | ☆ | |
| 29776 | Equity Fund Research, Llc CRD 128818 | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 1 | 02/04/2026 | ☆ | |
| 29777 | Fortino Wealth Management, Llc CRD 344088 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 10/05/2026 | ☆ | |
| 29778 | Megapro Corporation CRD 331099 | St. Louis, MO | Private Fund Manager · Boutique (under $100M) | $2 | 1 | 1 | 4 | 09/14/2026 | ☆ |
| 29779 | N CRD 304148 | Wealth Manager · Boutique (under $100M) | $2 | 2 | 1 | 2 | 03/03/2026 | ☆ | |
| 29780 | Penserra Global Investors Llc CRD 174309 | Orinda, CA | Institutional / Pension Advisor · Boutique (under $100M) | $2 | 0 | 1 | 12 | 08/28/2026 | ☆ |
| 29781 | Smith Securities Llc CRD 288886 | Insurance-Affiliated · Boutique (under $100M) | $2 | 1 | 3 | 04/24/2026 | ☆ | ||
| 29782 | Wavelet Capital Llc CRD 334033 | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 03/24/2026 | ☆ | ||
| 29783 | Zacks Intelligence Llc CRD 333798 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 10 | 05/29/2026 | ☆ |
| 29784 | 1 Oak Puerto Rico, Llc CRD 343549 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/30/2026 | ☆ | ||
| 29785 | 10/28 Wealth Management Llc CRD 342685 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | ||
| 29786 | 11 Western Asset Management Llc CRD 336272 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 02/20/2026 | ☆ | ||
| 29787 | 1291 Group Of The Americas, Ltd CRD 174939 | Hamilton | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 0 | 03/30/2026 | ☆ |
| 29788 | 1977 Wealth, Llc CRD 343350 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/28/2026 | ☆ |
| 29789 | 24 A Capital Management Llc CRD 344247 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 08/26/2026 | ☆ |
| 29790 | 2 Nd Half Capital, Llc CRD 316924 | Alpharetta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | |
| 29791 | 360 Investment And Retirement Advisory, Llc CRD 289783 | St. Charles, MO | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 3 | 08/26/2026 | ☆ | |
| 29792 | 365 Sundays Wealth Llc CRD 343914 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/25/2026 | ☆ | ||
| 29793 | 3 A Capital Management Llc CRD 343132 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 4 | 07/27/2026 | ☆ |
| 29794 | 4 3 3 Capital Llc CRD 337388 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/16/2026 | ☆ | |
| 29795 | 406 Pm Llc CRD 339835 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/17/2026 | ☆ | |
| 29796 | 55 Wealth, Llc CRD 340170 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | ||
| 29797 | 584 North Llc CRD 339372 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/26/2026 | ☆ | |
| 29798 | 64 Bits Llc CRD 341909 | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 1 | 09/24/2026 | ☆ | |
| 29799 | 755 Wealth Management, Llc CRD 342558 | Woodstock, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 08/21/2026 | ☆ | |
| 29800 | 8020 Capital Management Llc CRD 342549 | San Clemente, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/24/2026 | ☆ |