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 |
|---|---|---|---|---|---|---|---|---|---|
| 30051 | Brightguide Investment Advisors, Llc CRD 339155 | Gilbert, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/16/2026 | ☆ |
| 30052 | Brightspring Investment Advisors Llc CRD 333828 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/25/2026 | ☆ | ||
| 30053 | Brightward Financial Llc CRD 341289 | Denver, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/27/2026 | ☆ | |
| 30054 | Bristol, Ronald George CRD 340145 | Monument, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/07/2026 | ☆ | |
| 30055 | Brite Avenue Capital Lp CRD 343136 | Scarsdale, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/16/2026 | ☆ | |
| 30056 | Brohl Financial Llc CRD 339352 | Grand Rapids, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/11/2025 | ☆ | |
| 30057 | Brokerage Specialists, Inc. CRD 291011 | Grand Island, NE | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/29/2026 | ☆ | |
| 30058 | Brooklands Partners, Llc CRD 336750 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2025 | ☆ | ||
| 30059 | Brookside Financial Advisors, Llc CRD 157304 | Parma, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/25/2026 | ☆ | |
| 30060 | Brookstone Wealth Advisors, Llc CRD 137658 | Wheaton, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 247 | 09/29/2026 | ☆ |
| 30061 | Brookstone Wealth Management, Inc. CRD 344265 | Oxford, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/23/2026 | ☆ | |
| 30062 | Brotherhood Financial, Llc CRD 339151 | Colorado Springs, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 6 | 09/29/2026 | ☆ |
| 30063 | Bryan Ruiz CRD 334278 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/20/2026 | ☆ | ||
| 30064 | Btesh Financial, Llc CRD 338209 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/16/2026 | ☆ | ||
| 30065 | Buck, T.J. CRD 128147 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/16/2022 | ☆ | ||
| 30066 | Buckhead Resources, Inc. CRD 305995 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/14/2025 | ☆ |
| 30067 | Buckler Wealth Management, Llc CRD 332591 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/21/2025 | ☆ | ||
| 30068 | Bucks Capital Advisers Llc CRD 342040 | Newtown, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 10/01/2026 | ☆ |
| 30069 | Buffalo Capital Advisors Llc CRD 339814 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/05/2025 | ☆ | ||
| 30070 | Buffalo Run Wealth Advisors Llc CRD 338661 | Mission, KS | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 06/11/2026 | ☆ | |
| 30071 | Bugle Valley Llc CRD 343487 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | ||
| 30072 | Build Wealth Partners Llc CRD 342705 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/14/2026 | ☆ | ||
| 30073 | Buildsaints, Inc. CRD 344466 | Investment Adviser · Boutique (under $100M) | $0 | 5 | 0 | 1 | 09/23/2026 | ☆ | |
| 30074 | Bull Market Strategies Llc CRD 339029 | Westwood, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | |
| 30075 | Bullington Advisors Inc. CRD 323957 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/02/2023 | ☆ | ||
| 30076 | Burnett Lane Advisors, Llc CRD 338829 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/20/2025 | ☆ | |
| 30077 | Byreforge Management, Lp CRD 340666 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 08/26/2026 | ☆ | |
| 30078 | C2 C Private Wealth, Llc CRD 343915 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/28/2026 | ☆ | ||
| 30079 | Cademuir Wealth Management Llc CRD 337766 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 03/31/2026 | ☆ | ||
| 30080 | Cadence Financial Advisors, Llc CRD 141807 | Allen, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/21/2026 | ☆ |
| 30081 | Caiman Capital Group Llc CRD 318162 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/15/2025 | ☆ | ||
| 30082 | Caliber Investment Advisors, Llc CRD 339214 | Red Bank, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/16/2026 | ☆ |
| 30083 | Callodine Bdc Advisor, Llc CRD 342427 | Boston, MA | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 13 | 06/26/2026 | ☆ |
| 30084 | Callodine Strategic Credit Fund Iii Management, Llc CRD 340405 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 4 | 03/06/2026 | ☆ |
| 30085 | Camba Capital, Llc CRD 343145 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/30/2026 | ☆ | ||
| 30086 | Cambridge Digital Asset Group, Llc CRD 339182 | Okemos, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 12/07/2025 | ☆ | |
| 30087 | Cameron Cologne Financial Media Aerospace Conglomerate, Llc CRD 144297 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 07/27/2009 | ☆ | |||
| 30088 | Cameron Wealth, Llc CRD 339500 | Charlotte, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/18/2026 | ☆ | |
| 30089 | Campbell Wealth Partners, Llc CRD 339557 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/22/2026 | ☆ | ||
| 30090 | Campeones Fc Llc CRD 344699 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/28/2026 | ☆ | ||
| 30091 | Candlelight Financial Solutions Llc CRD 341081 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/03/2026 | ☆ | ||
| 30092 | Candor Strategic Partners Llc CRD 334832 | Ft Lauderdale, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/07/2025 | ☆ | |
| 30093 | Cano, Ruben, Dario CRD 337523 | Cali | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30094 | Cantor Fitzgerald Energy Advisors, Llc CRD 338226 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 07/21/2026 | ☆ |
| 30095 | Capital Consulting & Investment Group Llc CRD 343540 | Durham, NC | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 09/01/2026 | ☆ | |
| 30096 | Capital Market Advisors, Llc CRD 337235 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 10 | 09/18/2026 | ☆ | ||
| 30097 | Capital Narrative Wealth Management Llc CRD 340415 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/08/2026 | ☆ | ||
| 30098 | Capital Risk Management Llc CRD 300480 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/24/2026 | ☆ | ||
| 30099 | Capitalade Llc CRD 339634 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | ||
| 30100 | Capitol Landing Wealth Management, Llc CRD 335770 | Williamsburg, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/03/2026 | ☆ |