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 |
|---|---|---|---|---|---|---|---|---|---|
| 29851 | Best Life Financial Planning, Llc CRD 341171 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/25/2026 | ☆ | ||
| 29852 | Bfwm Llc CRD 339127 | Holly Springs, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/17/2025 | ☆ | |
| 29853 | Bg Advisors, Inc. CRD 338874 | Bloomfield Hills, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/12/2026 | ☆ | |
| 29854 | Biasafe Securities Usa Corp CRD 342777 | Montreal, Qc | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/29/2026 | ☆ |
| 29855 | Bible & Sovereign Partners, Llc CRD 299244 | Waco, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/03/2018 | ☆ | |
| 29856 | Bili Finance, Llc CRD 339828 | Tucson, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/27/2026 | ☆ | |
| 29857 | Binnerinvestments Llc CRD 338528 | Forsyth, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/16/2026 | ☆ |
| 29858 | Birch Bay Financial Planning Llc CRD 341741 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | ||
| 29859 | Birmingham Capital Llc CRD 340016 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/26/2026 | ☆ | ||
| 29860 | Bitcoin Standard Llc CRD 326609 | St Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/28/2026 | ☆ |
| 29861 | Black Dog Wealth, Llc CRD 334464 | Investment Adviser · Boutique (under $100M) | $0 | 10 | 0 | 1 | 03/19/2026 | ☆ | |
| 29862 | Blackacre Advisory CRD 342285 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/30/2026 | ☆ | ||
| 29863 | Blackhorn Partners Private Wealth, Llc CRD 342294 | Middleton, WI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/13/2026 | ☆ | |
| 29864 | Blackoak Advisors Llc CRD 338349 | Des Moines, IA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/03/2026 | ☆ | |
| 29865 | Blade Financial, Llc CRD 332078 | Tampa, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/11/2025 | ☆ |
| 29866 | Blessed Financial Investments, Llc CRD 319670 | Edmond, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/10/2025 | ☆ |
| 29867 | Block House Investments, Llc CRD 340460 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/13/2026 | ☆ | ||
| 29868 | Blockbridge Investments Llc CRD 341419 | Minneapolis, MN | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 06/24/2026 | ☆ |
| 29869 | Bloom Financial Llc CRD 337875 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/02/2026 | ☆ | ||
| 29870 | Blue Capital Llc CRD 337287 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/05/2026 | ☆ | |
| 29871 | Blue Cedar Advisors Llc CRD 312727 | Naperville, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 03/13/2026 | ☆ |
| 29872 | Blue Duck Wealth Llc CRD 342906 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | ||
| 29873 | Blue Horizon Investments Llc CRD 338691 | Amarillo, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 03/04/2026 | ☆ | |
| 29874 | Blue Owl Real Assets Advisors Llc CRD 336832 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 140 | 06/08/2026 | ☆ |
| 29875 | Blue3 Investments Llc CRD 334953 | Sao Paulo | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 04/24/2026 | ☆ | |
| 29876 | Bluestar Wealth Inc. CRD 343296 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/30/2026 | ☆ | ||
| 29877 | Bluewater Asset Management, Llc CRD 329406 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/17/2024 | ☆ | ||
| 29878 | Bluum Invest Llc CRD 340474 | Los Angeles, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/04/2026 | ☆ |
| 29879 | Bogart Advisory Group Llc CRD 340558 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/03/2026 | ☆ | ||
| 29880 | Bolhan Wealth Llc CRD 341227 | Greenwood Village, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/20/2026 | ☆ | |
| 29881 | Bond Bell & Co Llc CRD 342290 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/21/2026 | ☆ | ||
| 29882 | Bond Financial Planning, Llc CRD 339667 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/29/2026 | ☆ | |
| 29883 | Boonipat Advisory Llc CRD 328994 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/09/2024 | ☆ | ||
| 29884 | Boston Investment Advisors Llc CRD 334361 | Boston, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/10/2025 | ☆ |
| 29885 | Boulder Financial Planning Company, Llc CRD 343638 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | ||
| 29886 | Bouplon, Kean CRD 324262 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/13/2024 | ☆ | |
| 29887 | Bq Asset Management CRD 337418 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 12/01/2025 | ☆ | |
| 29888 | Braintrust Investment Advisors, Llc CRD 339615 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/15/2026 | ☆ | |
| 29889 | Brandenburg Financial Services, Llc CRD 340528 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/23/2026 | ☆ | ||
| 29890 | Brandsma Capital Llc CRD 337268 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/12/2026 | ☆ | ||
| 29891 | Bravo Zulu Capital Management Llc CRD 340256 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2026 | ☆ | ||
| 29892 | Breion Lashay Rollins CRD 337706 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/02/2026 | ☆ | |
| 29893 | Brent A. Ward Financial & Insurance Services, Inc. CRD 340669 | Wilton, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 29894 | Brescor Wealth Advisory Llc CRD 330578 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2024 | ☆ | ||
| 29895 | Brian Apple Retirement Planning Llc CRD 343048 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | ||
| 29896 | Brian Luhman Financial Planning Llc CRD 339978 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/21/2026 | ☆ | ||
| 29897 | Bridge Capital Management, Llc CRD 326946 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2023 | ☆ | ||
| 29898 | Brightguide Investment Advisors, Llc CRD 339155 | Gilbert, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/16/2026 | ☆ |
| 29899 | Brightspring Investment Advisors Llc CRD 333828 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/25/2026 | ☆ | ||
| 29900 | Brightward Financial Llc CRD 341289 | Denver, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/27/2026 | ☆ |