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 |
|---|---|---|---|---|---|---|---|---|---|
| 29901 | Bristol, Ronald George CRD 340145 | Monument, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/07/2026 | ☆ | |
| 29902 | Brite Avenue Capital Lp CRD 343136 | Scarsdale, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/16/2026 | ☆ | |
| 29903 | Broadside Wealth Technologies Inc. CRD 342220 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/13/2026 | ☆ |
| 29904 | Brohl Financial Llc CRD 339352 | Grand Rapids, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/11/2025 | ☆ | |
| 29905 | Brokerage Specialists, Inc. CRD 291011 | Grand Island, NE | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/29/2026 | ☆ | |
| 29906 | Brooklands Partners, Llc CRD 336750 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2025 | ☆ | ||
| 29907 | Brookside Financial Advisors, Llc CRD 157304 | Parma, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/28/2026 | ☆ | |
| 29908 | Brookstone Wealth Advisors, Llc CRD 137658 | Wheaton, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 247 | 03/02/2026 | ☆ |
| 29909 | Bryan Ruiz CRD 334278 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/20/2026 | ☆ | ||
| 29910 | Btesh Financial, Llc CRD 338209 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/16/2026 | ☆ | ||
| 29911 | Buck, T.J. CRD 128147 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/16/2022 | ☆ | ||
| 29912 | Buckhead Resources, Inc. CRD 305995 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/14/2025 | ☆ |
| 29913 | Buckler Wealth Management, Llc CRD 332591 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/21/2025 | ☆ | ||
| 29914 | Bucks Capital Advisers Llc CRD 342040 | Newtown, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 08/06/2026 | ☆ |
| 29915 | Buffalo Capital Advisors Llc CRD 339814 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/05/2025 | ☆ | ||
| 29916 | Buffalo Run Wealth Advisors Llc CRD 338661 | Mission, KS | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 06/11/2026 | ☆ | |
| 29917 | Bugle Valley Llc CRD 343487 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | ||
| 29918 | Build Wealth Partners Llc CRD 342705 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/24/2026 | ☆ | ||
| 29919 | Bull Market Strategies Llc CRD 339029 | Westwood, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | |
| 29920 | Bullington Advisors Inc. CRD 323957 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/02/2023 | ☆ | ||
| 29921 | Burnett Lane Advisors, Llc CRD 338829 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/20/2025 | ☆ | |
| 29922 | Byreforge Management, Lp CRD 340666 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 07/31/2026 | ☆ | ||
| 29923 | Cademuir Wealth Management Llc CRD 337766 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 03/31/2026 | ☆ | ||
| 29924 | Cadence Financial Advisors, Llc CRD 141807 | Allen, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/17/2026 | ☆ |
| 29925 | Caiman Capital Group Llc CRD 318162 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/15/2025 | ☆ | ||
| 29926 | Caliber Investment Advisors, Llc CRD 339214 | Red Bank, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/16/2026 | ☆ |
| 29927 | Callodine Bdc Advisor, Llc CRD 342427 | Boston, MA | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 13 | 06/26/2026 | ☆ |
| 29928 | Callodine Strategic Credit Fund Iii Management, Llc CRD 340405 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 4 | 03/06/2026 | ☆ |
| 29929 | Camba Capital, Llc CRD 343145 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | ||
| 29930 | Cambridge Digital Asset Group, Llc CRD 339182 | Okemos, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 12/07/2025 | ☆ | |
| 29931 | Cameron Cologne Financial Media Aerospace Conglomerate, Llc CRD 144297 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 07/27/2009 | ☆ | |||
| 29932 | Cameron Signature Wealth Advisors Llc CRD 339500 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/14/2026 | ☆ | ||
| 29933 | Campbell Wealth Partners, Llc CRD 339557 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/19/2026 | ☆ | ||
| 29934 | Candlelight Financial Solutions Llc CRD 341081 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/19/2026 | ☆ | ||
| 29935 | Candor Strategic Partners Llc CRD 334832 | Ft Lauderdale, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/07/2025 | ☆ | |
| 29936 | Cano, Ruben, Dario CRD 337523 | Cali | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 29937 | Cantor Fitzgerald Energy Advisors, Llc CRD 338226 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 07/21/2026 | ☆ |
| 29938 | Capital Market Advisors, Llc CRD 337235 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 04/27/2026 | ☆ | ||
| 29939 | Capital Narrative Wealth Management Llc CRD 340415 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/13/2026 | ☆ | ||
| 29940 | Capital Risk Management Llc CRD 300480 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/24/2026 | ☆ | ||
| 29941 | Capitalade Llc CRD 339634 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | ||
| 29942 | Capitol Landing Wealth Management, Llc CRD 335770 | Williamsburg, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/03/2026 | ☆ | |
| 29943 | Cardone Wealth Advisors, Llc CRD 337559 | Aventura, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 6 | 03/19/2026 | ☆ |
| 29944 | Carrara Capital, Llc CRD 340803 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 29945 | Carsons Capital Llc CRD 333489 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/24/2024 | ☆ | ||
| 29946 | Cascara Financial Planning Llc CRD 339300 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/14/2026 | ☆ | ||
| 29947 | Cash Flow Technologies Llc CRD 331403 | Lancaster, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/05/2026 | ☆ | |
| 29948 | Casita Financial Planning Llc CRD 334718 | El Segundo, CA | Investment Adviser · Boutique (under $100M) | $0 | 21 | 0 | 1 | 02/25/2026 | ☆ |
| 29949 | Caskwise Capital Inc CRD 338889 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | ||
| 29950 | Castle Group Holdings Inc. CRD 341862 | Mission Viejo, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/16/2026 | ☆ |