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 |
|---|---|---|---|---|---|---|---|---|---|
| 30001 | Best Options Financial Planning Llc CRD 342923 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/02/2026 | ☆ | ||
| 30002 | Better Planning Better Life Inc. CRD 343636 | Seal Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/22/2026 | ☆ | |
| 30003 | Bfwm Llc CRD 339127 | Holly Springs, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/17/2025 | ☆ | |
| 30004 | Bg Advisors, Inc. CRD 338874 | Bloomfield Hills, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/12/2026 | ☆ | |
| 30005 | Biasafe Securities Usa Corp CRD 342777 | Montreal, Qc | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/29/2026 | ☆ |
| 30006 | Bible & Sovereign Partners, Llc CRD 299244 | Waco, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/03/2018 | ☆ | |
| 30007 | Bili Finance, Llc CRD 339828 | Tucson, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/27/2026 | ☆ | |
| 30008 | Birch Bay Financial Planning Llc CRD 341741 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | ||
| 30009 | Birmingham Capital Llc CRD 340016 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/26/2026 | ☆ | ||
| 30010 | Bitcoin Standard Llc CRD 326609 | St Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/28/2026 | ☆ |
| 30011 | Black Dog Wealth, Llc CRD 334464 | Investment Adviser · Boutique (under $100M) | $0 | 10 | 0 | 1 | 03/19/2026 | ☆ | |
| 30012 | Blackacre Advisory CRD 342285 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ | ||
| 30013 | Blackhorn Partners Private Wealth, Llc CRD 342294 | Middleton, WI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/24/2026 | ☆ | |
| 30014 | Blackoak Advisors Llc CRD 338349 | Des Moines, IA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/03/2026 | ☆ | |
| 30015 | Blade Financial, Llc CRD 332078 | Tampa, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/11/2025 | ☆ |
| 30016 | Blanck Financial, Llc CRD 341353 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/16/2026 | ☆ | |
| 30017 | Blessed Financial Investments, Llc CRD 319670 | Edmond, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/10/2025 | ☆ |
| 30018 | Block House Investments, Llc CRD 340460 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/13/2026 | ☆ | ||
| 30019 | Blockbridge Investments Llc CRD 341419 | Minneapolis, MN | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 06/24/2026 | ☆ |
| 30020 | Bloom Financial Llc CRD 337875 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/02/2026 | ☆ | ||
| 30021 | Blue Capital Llc CRD 337287 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/05/2026 | ☆ | |
| 30022 | Blue Cedar Advisors Llc CRD 312727 | Naperville, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 03/13/2026 | ☆ |
| 30023 | Blue Duck Wealth Llc CRD 342906 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | ||
| 30024 | Blue Horizon Investments Llc CRD 338691 | Amarillo, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 03/04/2026 | ☆ | |
| 30025 | Blue Orca Securities Llc CRD 344606 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/20/2026 | ☆ | ||
| 30026 | Blue Owl Real Assets Advisors Llc CRD 336832 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 140 | 06/08/2026 | ☆ |
| 30027 | Bluenose Wealth Llc CRD 342866 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2026 | ☆ | ||
| 30028 | Bluestar Wealth Inc. CRD 343296 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/30/2026 | ☆ | ||
| 30029 | Bluewater Asset Management, Llc CRD 329406 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/17/2024 | ☆ | ||
| 30030 | Bluum Invest Llc CRD 340474 | Los Angeles, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/04/2026 | ☆ |
| 30031 | Bogart Advisory Group Llc CRD 340558 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/03/2026 | ☆ | ||
| 30032 | Bolhan Wealth Llc CRD 341227 | Greenwood Village, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/20/2026 | ☆ | |
| 30033 | Bond Bell & Co Llc CRD 342290 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/21/2026 | ☆ | ||
| 30034 | Bond Financial Planning, Llc CRD 339667 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/29/2026 | ☆ | |
| 30035 | Boonipat Advisory Llc CRD 328994 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/09/2024 | ☆ | ||
| 30036 | Boria Wealth Management, Ltd CRD 343761 | Wayzata, MN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | |
| 30037 | Boston Investment Advisors Llc CRD 334361 | Boston, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/10/2025 | ☆ |
| 30038 | Boulder Financial Planning Company, Llc CRD 343638 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | ||
| 30039 | Bouplon, Kean CRD 324262 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/13/2024 | ☆ | |
| 30040 | Bq Asset Management CRD 337418 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 12/01/2025 | ☆ | |
| 30041 | Braintrust Investment Advisors, Llc CRD 339615 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/15/2026 | ☆ | |
| 30042 | Brandenburg Financial Services, Llc CRD 340528 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/02/2026 | ☆ | ||
| 30043 | Brandsma Capital Llc CRD 337268 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/12/2026 | ☆ | ||
| 30044 | Bravo Zulu Capital Management Llc CRD 340256 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | ||
| 30045 | Breion Lashay Rollins CRD 337706 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/02/2026 | ☆ | |
| 30046 | Brent A. Ward Financial & Insurance Services, Inc. CRD 340669 | Wilton, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 30047 | Brescor Wealth Advisory Llc CRD 330578 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2024 | ☆ | ||
| 30048 | Brian Apple Retirement Planning Llc CRD 343048 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | ||
| 30049 | Brian Luhman Financial Planning Llc CRD 339978 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/21/2026 | ☆ | ||
| 30050 | Bridge Capital Management, Llc CRD 326946 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2023 | ☆ |