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 |
|---|---|---|---|---|---|---|---|---|---|
| 30001 | Cmt Financial, Llc CRD 341782 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2026 | ☆ | ||
| 30002 | Coats Wealth Management Llc CRD 336335 | Gilbert, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/17/2025 | ☆ | |
| 30003 | Cochran Wealth Management Llc CRD 339085 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/01/2026 | ☆ | |
| 30004 | Cognis Retirement Group Llc CRD 166814 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/21/2026 | ☆ | |
| 30005 | Cohen, Jonathon Daniel CRD 149710 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/06/2026 | ☆ | ||
| 30006 | Coinage App Llc CRD 343278 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/20/2026 | ☆ | ||
| 30007 | Coinbase Advisors, Llc CRD 342338 | Stamford, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 07/23/2026 | ☆ | |
| 30008 | Cole Financial Advisors, Inc. CRD 323312 | Provo, UT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 12/11/2024 | ☆ | |
| 30009 | Comfort Capital Management Llc CRD 338648 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | ||
| 30010 | Commonwealth Family Office, Llc CRD 338805 | Multi-Family Office · Boutique (under $100M) | $0 | 0 | 1 | 03/04/2026 | ☆ | ||
| 30011 | Compass Financial Llc CRD 341067 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/04/2026 | ☆ | ||
| 30012 | Compass Wealth Planning Llc CRD 343333 | Pleasant Hill, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | |
| 30013 | Composed Capital Llc CRD 340948 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | |
| 30014 | Connected Financial Strategies Llc CRD 340449 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/04/2026 | ☆ | ||
| 30015 | Convivia Financial Llc CRD 339685 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/19/2025 | ☆ | ||
| 30016 | Coolabah Investment Management (Usa) Inc CRD 341121 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | |
| 30017 | Cooper Norman Wealth, Llc CRD 337275 | Idaho Falls, ID | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 05/07/2026 | ☆ | |
| 30018 | Copper Range Wealth Management, Llc CRD 342485 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/25/2026 | ☆ | ||
| 30019 | Corington Wealth Llc CRD 340040 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/01/2026 | ☆ | ||
| 30020 | Cork Tree Wealth Partners, Llc CRD 338778 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 0 | 04/24/2026 | ☆ | |
| 30021 | Cosmos Wealth, Llc CRD 341781 | La Jolla, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 05/28/2026 | ☆ |
| 30022 | Cova Private Wealth Llc CRD 343260 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 11 | 07/10/2026 | ☆ | ||
| 30023 | Covenant Wealth Llc CRD 341432 | Buffalo, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/02/2026 | ☆ |
| 30024 | Cow Capital Inc CRD 324665 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/01/2026 | ☆ | ||
| 30025 | Cradle To College Financial, Llc CRD 338930 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/21/2026 | ☆ | ||
| 30026 | Creative Capital Funding Llc CRD 311492 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 08/10/2026 | ☆ | |
| 30027 | Creegan & Associates, Llc CRD 339722 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/05/2026 | ☆ | ||
| 30028 | Creekside Financial Planning, L.L.C. CRD 339701 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | ||
| 30029 | Crescent Meridian Capital Llc CRD 341276 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/29/2026 | ☆ | ||
| 30030 | Cresscila Llc CRD 339914 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/02/2026 | ☆ | |
| 30031 | Crest Wealth Management Llc CRD 338818 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | |
| 30032 | Crestridge Wealth Advisors, Llc CRD 307679 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30033 | Crestway Insurance Group, Llc Dba CRD 309278 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/25/2023 | ☆ | |
| 30034 | Critical Capital Llc CRD 342537 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/02/2026 | ☆ | ||
| 30035 | Crito Capital Advisers Llc CRD 330570 | Westport, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/13/2026 | ☆ | |
| 30036 | Crosslight Global Investment Partners, Llc CRD 343555 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 08/21/2026 | ☆ | |
| 30037 | Crosspath Capital Llc CRD 342795 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/13/2026 | ☆ | ||
| 30038 | Crow Capital Management Llc CRD 337673 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/20/2026 | ☆ | |
| 30039 | Crownstone Advisory & Investment Corp CRD 339959 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/27/2026 | ☆ | |
| 30040 | Crystal Coast Wealth Advisors Llc CRD 336337 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/07/2025 | ☆ | ||
| 30041 | Csi Group Advisors, Llc CRD 338012 | Wall Township, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 7 | 07/15/2026 | ☆ |
| 30042 | Cullen Investment Group CRD 310055 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/29/2026 | ☆ | |
| 30043 | Cultivate Wealth Partners Llc CRD 340314 | Broomfield, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/04/2026 | ☆ | |
| 30044 | Cura Collective Legacy CRD 339769 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/09/2026 | ☆ | |
| 30045 | Currents Wealth Strategies Llc CRD 339968 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/21/2026 | ☆ | ||
| 30046 | Cvs Capital, Llc CRD 339546 | Reno, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/11/2026 | ☆ |
| 30047 | Cxi Advisors, Llc CRD 301321 | Auburn, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 03/27/2026 | ☆ | |
| 30048 | Cxl Capital Management Llc CRD 343469 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | ||
| 30049 | Cyborgwealth, Llc CRD 150897 | Red Bank, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 5 | 03/31/2026 | ☆ |
| 30050 | Daline Wealth Management, Llc CRD 343058 | Clarksville, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/18/2026 | ☆ |