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 |
|---|---|---|---|---|---|---|---|---|---|
| 30101 | Earlybird Advisors Llc CRD 342697 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | ||
| 30102 | Earthquake, Inc. CRD 324439 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/15/2023 | ☆ | |
| 30103 | East Shore Investment Management Llc CRD 328008 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/03/2026 | ☆ |
| 30104 | Easy Sunday Financial Planning Llc CRD 341242 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/30/2026 | ☆ | |
| 30105 | Easytransfer Corporation CRD 339384 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/14/2026 | ☆ | ||
| 30106 | Edgewood Wealth Management Llc CRD 341116 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/20/2026 | ☆ | ||
| 30107 | Educated Wealth & Financial, Llc CRD 283739 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 30108 | Edyn Financial Inc. CRD 342781 | Philadelphia, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/23/2026 | ☆ |
| 30109 | Eedara Financials Llc CRD 336656 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/16/2026 | ☆ | ||
| 30110 | Ego Death Financial Llc CRD 335569 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/17/2025 | ☆ | |
| 30111 | Ehg Wealth Management Llc CRD 342819 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 07/28/2026 | ☆ | ||
| 30112 | Eighth Capital Group, Llc CRD 338993 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 04/06/2026 | ☆ | ||
| 30113 | Eirvos, Llc CRD 338192 | Lancaster, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 06/16/2026 | ☆ | |
| 30114 | Element Wealth Llc CRD 339642 | Hanover, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 02/17/2026 | ☆ | |
| 30115 | Elevate Wealth Llc CRD 338405 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/06/2026 | ☆ | ||
| 30116 | Elite Data Solutions Llc CRD 341830 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2026 | ☆ | ||
| 30117 | Elitegate Wealth, Llc CRD 337524 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 4 | 07/16/2026 | ☆ | ||
| 30118 | Elk Ridge Financial Services, Llc. CRD 309131 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/03/2026 | ☆ | |
| 30119 | Ellis Financial Solutions Llc CRD 337847 | Longmont, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | |
| 30120 | Ellis Wealth Advisors, Llc CRD 342527 | Madison, AL | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 4 | 07/14/2026 | ☆ |
| 30121 | Elswick Investments Llc CRD 337607 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 03/04/2026 | ☆ | ||
| 30122 | Em Financial Services, Llc CRD 337368 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/06/2026 | ☆ | |
| 30123 | Em Leaders, Llc CRD 166230 | Bethesda, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30124 | Emerald Pacific Investment Advisors Llc CRD 313155 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30125 | Emergent Financial Group, Llc CRD 318413 | Atlanta, GA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/03/2026 | ☆ |
| 30126 | Empire State Wealth Advisors Inc CRD 335240 | New City, NY | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 10/23/2025 | ☆ | |
| 30127 | Encourage Financial Llc CRD 339368 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/03/2026 | ☆ | |
| 30128 | Endeavor Capital Management, Llc CRD 330251 | Downer's Grove, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/10/2024 | ☆ | |
| 30129 | Engler Financial Llc CRD 342571 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/14/2026 | ☆ | ||
| 30130 | Enlightnu Wealth Llc CRD 342504 | Overland Park, KS | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/04/2026 | ☆ | |
| 30131 | Entree Wealth Llc CRD 338532 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/18/2026 | ☆ | ||
| 30132 | Ep Wealth Management Llc CRD 331835 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/16/2024 | ☆ | ||
| 30133 | Equip, Llc CRD 331323 | Baltimore, MD | Investment Adviser · Boutique (under $100M) | $0 | 50 | 0 | 1 | 03/23/2026 | ☆ |
| 30134 | Equity Assets, L.L.C. CRD 343811 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | ||
| 30135 | Ergus Asset Management Ltd. CRD 166707 | Nassau | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 6 | 04/02/2026 | ☆ |
| 30136 | Ernest Salgan CRD 283695 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/11/2026 | ☆ | ||
| 30137 | Escalator Wealth Advisors, Llc CRD 342774 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30138 | Esh Wealth Management Llc CRD 338268 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/20/2026 | ☆ | ||
| 30139 | Eshel Spring Llc CRD 340187 | Burlington, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 7 | 01/14/2026 | ☆ |
| 30140 | Esquires Group Llc CRD 289537 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 1 | 03/19/2025 | ☆ |
| 30141 | Ethos Investment Advisory Group Llc CRD 343593 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/13/2026 | ☆ | |
| 30142 | Etoro Usa Advisers Inc. CRD 300271 | Hoboken, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 07/22/2026 | ☆ |
| 30143 | Ev Capital Management Llc CRD 340224 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/04/2026 | ☆ | ||
| 30144 | Everbridge Advisors CRD 336855 | Rockville Centre, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 02/09/2026 | ☆ |
| 30145 | Evergrowth Holdings, Inc. CRD 305829 | Pueblo, CO | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 01/17/2024 | ☆ | |
| 30146 | Everlution Capital Llc CRD 341311 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/20/2026 | ☆ | ||
| 30147 | Exemplar Wealth Advisors, Llc CRD 322419 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 03/30/2026 | ☆ |
| 30148 | Extraordinary Kale Llc CRD 340610 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/23/2026 | ☆ | ||
| 30149 | Eyra Llc CRD 342637 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/15/2026 | ☆ | ||
| 30150 | Ezana Capital Advisors, Llc CRD 299451 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/23/2019 | ☆ |