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 |
|---|---|---|---|---|---|---|---|---|---|
| 29801 | 818 Family Office, Llc CRD 339082 | Austin, TX | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 05/19/2026 | ☆ | |
| 29802 | A Yeo Capital Management Llc CRD 340208 | Culver City, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/18/2026 | ☆ | |
| 29803 | A Linx Advisors, Llc CRD 340672 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 09/15/2026 | ☆ | |
| 29804 | Abaco Retirement Advisors Llc CRD 339297 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/19/2026 | ☆ | ||
| 29805 | Abby Advisors Llc CRD 334101 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 29806 | Abel Pizarro Jr CRD 333388 | Taunton, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/19/2026 | ☆ | |
| 29807 | Abendstern Wealth Management, Inc. CRD 172715 | Shenandoah, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 04/06/2026 | ☆ | |
| 29808 | Abl Wealth Advisors, Llc CRD 324280 | Orlando, FL | Investment Adviser · Boutique (under $100M) | $0 | 3 | 0 | 9 | 04/28/2026 | ☆ |
| 29809 | Abundance Wealth Management, Llc CRD 340802 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/20/2026 | ☆ | ||
| 29810 | Access Investment Management Inc. CRD 336512 | Melrose, MA | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 1 | 09/19/2026 | ☆ |
| 29811 | Accessible Financial Planning Llc CRD 332022 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/25/2026 | ☆ | |
| 29812 | Accfox Capital Llc CRD 342409 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/09/2026 | ☆ | ||
| 29813 | Acertado Investments Llc CRD 333775 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/14/2026 | ☆ | ||
| 29814 | Acs Tax & Financial Advisors, Professional Company CRD 343083 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/07/2026 | ☆ | ||
| 29815 | Adam Advisory Llc CRD 343508 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/14/2026 | ☆ | ||
| 29816 | Adams Advisory Services, Llc CRD 341683 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/28/2026 | ☆ | |
| 29817 | Addax Bridge Wealth Management Llc CRD 335247 | Potomac, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/23/2026 | ☆ | |
| 29818 | Adenry Wealth Llc CRD 339945 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | ||
| 29819 | Aegis Guild Capital, Llc CRD 339354 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 09/25/2026 | ☆ | |
| 29820 | Aes Triplex Llc CRD 341179 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | ||
| 29821 | Aetherion Llc CRD 340660 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/23/2026 | ☆ | |
| 29822 | Affluent Solutions, Llc CRD 116952 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 02/27/2026 | ☆ | ||
| 29823 | Africa Mutual Global Investment Management Inc CRD 330587 | Accra | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/25/2026 | ☆ | |
| 29824 | Agape Wealth Management Llc CRD 339898 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/24/2026 | ☆ | ||
| 29825 | Ages Legacy Advisors, Llc CRD 340447 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/22/2026 | ☆ | ||
| 29826 | Agios Capital Llc CRD 343611 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/10/2026 | ☆ | |
| 29827 | Ai Investor360 Llc CRD 334235 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/21/2025 | ☆ | ||
| 29828 | Ai Portfolios Llc CRD 343923 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 08/21/2026 | ☆ | ||
| 29829 | Ai Stock Prophet, Llc CRD 340421 | Akron, OH | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 3 | 04/22/2026 | ☆ |
| 29830 | Ailares, Inc. CRD 340575 | Monmouth Junction, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 09/25/2026 | ☆ |
| 29831 | Airo Capital Management Llc CRD 344548 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 09/28/2026 | ☆ | |
| 29832 | Akin, Stephen Herbert CRD 281450 | Charleston, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/02/2025 | ☆ |
| 29833 | Alaminos Llc CRD 338055 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/14/2026 | ☆ | ||
| 29834 | Alan & Company, Llc CRD 341867 | West Palm Beach, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/20/2026 | ☆ | |
| 29835 | Alder Capital, Llc CRD 343367 | San Diego, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/24/2026 | ☆ | |
| 29836 | Aldrich Investments, Llc CRD 342178 | Henderson, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | |
| 29837 | Alegre Wealth Management, Llc CRD 338713 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/06/2026 | ☆ | ||
| 29838 | Alexander, Dean D. CRD 311403 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/24/2021 | ☆ | |
| 29839 | Algominds Capital, Llc CRD 341209 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/20/2026 | ☆ | |
| 29840 | Algotech Financial Llc CRD 317020 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/10/2023 | ☆ | |
| 29841 | Aligned Wealth Advisors, Llc CRD 343143 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 15 | 10/01/2026 | ☆ | |
| 29842 | Alius Capital Partners Llc CRD 341875 | Aventura, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/08/2026 | ☆ |
| 29843 | Alj Capital, Llc CRD 343778 | Cheltenham, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/03/2026 | ☆ | |
| 29844 | Allied Capital Group, Llc CRD 286439 | Fort Lauderdale, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/27/2026 | ☆ | |
| 29845 | Allied Oak Wealth, Llc CRD 340406 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/01/2026 | ☆ | ||
| 29846 | Allysian Wealth Partners, Llc CRD 338995 | Cullman, AL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/02/2026 | ☆ | |
| 29847 | Allzen Wealth And Financial Services Llc CRD 342542 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2026 | ☆ | |
| 29848 | Alna Financial Group Llc CRD 340941 | Fredericksburg, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/15/2026 | ☆ | |
| 29849 | Alohana Financial, Llc CRD 339433 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/21/2026 | ☆ | ||
| 29850 | Alpha Concepts Llc CRD 331431 | Jericho, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/30/2026 | ☆ |