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 |
|---|---|---|---|---|---|---|---|---|---|
| 30051 | Dallas Financial Planning Llc CRD 338591 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/21/2025 | ☆ | |
| 30052 | Daniel Power, Llc CRD 318301 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 12/23/2025 | ☆ | |
| 30053 | Darby Creek Financial Advisors Llc CRD 342138 | Plain City, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/30/2026 | ☆ | |
| 30054 | Data Analytics Capital Llc CRD 341033 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/02/2026 | ☆ | |
| 30055 | Datum Wealth Management Llc CRD 342854 | Warwick, RI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 30056 | David Thomas,Cpa,Esq., Pc CRD 317778 | San Diego, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/02/2026 | ☆ | |
| 30057 | David X Martin, Llc CRD 315306 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 03/01/2022 | ☆ | |
| 30058 | David Zbonski, Llc CRD 341120 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/17/2026 | ☆ | ||
| 30059 | Davis Ross Investment Advisers, Llc CRD 117751 | Columbus, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/30/2026 | ☆ |
| 30060 | Dbm Advisors, Llc CRD 293138 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/18/2025 | ☆ |
| 30061 | De Vries Asset Management, Llc CRD 341027 | Encinitas, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/20/2026 | ☆ | |
| 30062 | Dean Davis Wealth Llc CRD 340949 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/01/2026 | ☆ | ||
| 30063 | Deborah Wealth Advisory Llc CRD 341446 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/19/2026 | ☆ | ||
| 30064 | Deep Blue Capital, Llc CRD 336045 | Newport Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/08/2026 | ☆ | |
| 30065 | Deliberate Wealth Llc CRD 340396 | Advance, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | |
| 30066 | Dellith, Erik, Charles CRD 339509 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/27/2026 | ☆ | ||
| 30067 | Delta Financial, Inc. CRD 339663 | Escanaba, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 08/13/2026 | ☆ |
| 30068 | Deltasys Advisors Llc CRD 340585 | Davie, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2026 | ☆ |
| 30069 | Deluca Financial Planning Llc CRD 340286 | Paoli, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/21/2026 | ☆ |
| 30070 | Denovo Financial Llc CRD 343737 | Windsor, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 30071 | Desai Capital Management, Inc. CRD 168032 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/10/2014 | ☆ | ||
| 30072 | Deseret Point Partners Llc CRD 340268 | Salt Lake City, UT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/11/2026 | ☆ | |
| 30073 | Digitas Global, Llc CRD 330795 | Katy, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/12/2026 | ☆ |
| 30074 | Dignum Et Justum Investments, Llc CRD 342404 | Saint Augustine, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | |
| 30075 | Discipline Strategies Management, Lp CRD 336716 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 03/20/2026 | ☆ | |
| 30076 | Divergence Wealth Management Llc CRD 341903 | Portsmouth, NH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ | |
| 30077 | Dixie's Tax & Financial Services, L.L.C. CRD 339645 | Des Moines, WA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/31/2026 | ☆ | |
| 30078 | Dmac Consulting Services Llc CRD 340363 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/02/2026 | ☆ | ||
| 30079 | Do, Len D CRD 313112 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/28/2026 | ☆ | |
| 30080 | Dominion Wealth Advisors, Llc CRD 158992 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2012 | ☆ | ||
| 30081 | Donaldson Financial Wellness Network, Llc CRD 293622 | Newtown, CT | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/23/2024 | ☆ |
| 30082 | Douglas Anderson, Iii CRD 114906 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/05/2020 | ☆ |
| 30083 | Douglas Maria Llc CRD 342107 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/01/2026 | ☆ | |
| 30084 | Dow Family Office Advisory, Llc CRD 340475 | Lakewood Ranch, FL | Multi-Family Office · Boutique (under $100M) | $0 | 0 | 2 | 05/01/2026 | ☆ | |
| 30085 | Dragonfly Wealth Advisory, Llc CRD 343225 | Concord, NH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/20/2026 | ☆ | |
| 30086 | Dream Bigger Financial, Llc CRD 323117 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/18/2026 | ☆ | |
| 30087 | Dreams Investment Solutions CRD 339186 | Folsom, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/10/2026 | ☆ | |
| 30088 | Driven Wealth, Llc CRD 342910 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/11/2026 | ☆ | ||
| 30089 | Duncan Wealth Management, Llc CRD 335025 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/27/2025 | ☆ | |
| 30090 | Durata Llc CRD 343669 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | ||
| 30091 | Dustin Rippetoe Llc CRD 341473 | Edmond, OK | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 07/14/2026 | ☆ | |
| 30092 | Dversify Advisors Llc CRD 342124 | Georgetown, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/03/2026 | ☆ |
| 30093 | Dw West Investments Llc CRD 338947 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/07/2026 | ☆ | |
| 30094 | Dynamic Financial Solutions, Llc CRD 144965 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/30/2024 | ☆ | ||
| 30095 | Dynamic Lifestyle Planning Group Llc CRD 342405 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/11/2026 | ☆ | ||
| 30096 | Eagle Equity Holdings, Llc CRD 285806 | Cape Coral, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 05/25/2026 | ☆ |
| 30097 | Eagle Guardian Advisors Llc CRD 336260 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/09/2026 | ☆ |
| 30098 | Eagle Mountain Financial Llc CRD 343400 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/17/2026 | ☆ | ||
| 30099 | Eagle Realty Capital Partners, Llc CRD 282903 | Cincinnati, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 22 | 03/31/2026 | ☆ |
| 30100 | Eagleview Asset Management, Llc CRD 337651 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ |