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 |
|---|---|---|---|---|---|---|---|---|---|
| 29951 | Castle Securities, Llc CRD 342075 | Mooresville, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 06/22/2026 | ☆ | |
| 29952 | Catch22 Ventures Llc CRD 337828 | New York City, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/08/2026 | ☆ | |
| 29953 | Cavanaugh Wealth Management Llc CRD 339348 | Investment Adviser · Boutique (under $100M) | $0 | 5 | 0 | 1 | 03/13/2026 | ☆ | |
| 29954 | Cavender Financial Planning, Llc CRD 342417 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/09/2026 | ☆ | ||
| 29955 | Cbjb Inc. CRD 323833 | Santa Rosa Beach, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/21/2023 | ☆ | |
| 29956 | Cedar Wing Llc CRD 341542 | Shelburne, VT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/16/2026 | ☆ | |
| 29957 | Cedarmill Financial Llc CRD 326357 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 29958 | Central Illinois Group, Llc CRD 341748 | Champaign, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 8 | 06/17/2026 | ☆ | |
| 29959 | Centuria Capital Partners Llc CRD 339596 | Guaynabo, PR | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/09/2026 | ☆ | |
| 29960 | Century Trace Investment Advisors Llc CRD 314572 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2021 | ☆ | |
| 29961 | Ceres Capital Management, Inc. CRD 121896 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2026 | ☆ | |
| 29962 | Cfd Investment Advisory Llc CRD 342117 | Billings, MT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/07/2026 | ☆ | |
| 29963 | Chadwick Financial Advisors, Llc CRD 300584 | Canton, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/31/2023 | ☆ | |
| 29964 | Chagrin Valley Legacy Advisors, Llc CRD 340652 | Chagrin Falls, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/11/2026 | ☆ | |
| 29965 | Champion Method, Llc CRD 339413 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/16/2026 | ☆ | ||
| 29966 | Change Forces Llc CRD 333400 | Portola Valley, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/08/2026 | ☆ | |
| 29967 | Chaos Solved, Inc. CRD 152570 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/24/2026 | ☆ | |
| 29968 | Charles Mclean Capital Management, Llc CRD 336166 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/06/2026 | ☆ | |
| 29969 | Charlesbridge Advisors, Llc CRD 341159 | Dedham, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 07/30/2026 | ☆ | |
| 29970 | Charlton Management, Llc CRD 341804 | Clawson, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/29/2026 | ☆ |
| 29971 | Chase Advisory And Wealth Management, Llc CRD 340808 | Kansas City, MO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/30/2026 | ☆ | |
| 29972 | Chc Financial Solutions, Llc CRD 339881 | Rockville, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/16/2026 | ☆ | |
| 29973 | Chcc Global Services Llc CRD 289762 | Missouri City, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 10/28/2021 | ☆ | |
| 29974 | Chellevold, Imee Rose, Tagaca CRD 342260 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/30/2026 | ☆ | |
| 29975 | Cherry Wealth Management Llc CRD 340992 | Lebanon, IN | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/10/2026 | ☆ |
| 29976 | Childress & Co Llc CRD 341213 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/20/2026 | ☆ | ||
| 29977 | Christ Capital Advisors Llc CRD 343201 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/20/2026 | ☆ | |
| 29978 | Christopher J. Drozjock CRD 125743 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 07/21/2021 | ☆ | ||
| 29979 | Christopher Malouf & Associates Inc. CRD 340263 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/05/2026 | ☆ | |
| 29980 | Ciaston Financial Group Llc CRD 338579 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/12/2026 | ☆ | ||
| 29981 | Cima Sports & Wealth Management Inc CRD 336646 | Lutz, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/05/2026 | ☆ |
| 29982 | Civitas Management Llc CRD 340279 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/06/2026 | ☆ | ||
| 29983 | Cjs Financial Corp. CRD 162503 | Nashua, NH | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/30/2026 | ☆ |
| 29984 | Clairalpha Advisors Llc CRD 342087 | Frisco, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/12/2026 | ☆ | |
| 29985 | Clarity Wealth Partners, Llc CRD 338840 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/14/2026 | ☆ | ||
| 29986 | Clarity Wealth Solutions Llc CRD 321105 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/04/2023 | ☆ | |
| 29987 | Clark Soeten Llc CRD 326520 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2025 | ☆ | ||
| 29988 | Clear Advisors Llc CRD 342564 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/22/2026 | ☆ | |
| 29989 | Clearlake Capital Ric Management, Llc CRD 342281 | Santa Monica, CA | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 5 | 07/27/2026 | ☆ |
| 29990 | Clearview 401 K Advisors, Llc CRD 340492 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | ||
| 29991 | Clearview Family Wealth, Llc CRD 342171 | Peabody, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2026 | ☆ | |
| 29992 | Clearview Private Wealth Llc CRD 338264 | Peoria, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 12/04/2025 | ☆ |
| 29993 | Clearwater Enterprises Llc CRD 332780 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/24/2026 | ☆ | |
| 29994 | Climate Finance Partners Llc CRD 306077 | Wilmington, DE | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 3 | 03/31/2026 | ☆ |
| 29995 | Clockwork Investments CRD 342486 | Covington, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/19/2026 | ☆ |
| 29996 | Cloudsplitter Financial Planning, Llc CRD 339252 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/27/2026 | ☆ | |
| 29997 | Cloverpoint, Llc CRD 335407 | Minneapolis, MN | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 03/26/2026 | ☆ |
| 29998 | Cma Advisors, Inc. CRD 336813 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/08/2026 | ☆ | ||
| 29999 | Cmc Wealth Llc CRD 336810 | Cranford, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/07/2025 | ☆ | |
| 30000 | Cmk Partners, Llc CRD 343111 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/31/2026 | ☆ |