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 |
|---|---|---|---|---|---|---|---|---|---|
| 30151 | Clearview Private Wealth Llc CRD 338264 | Peoria, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 12/04/2025 | ☆ |
| 30152 | Clearwater Enterprises Llc CRD 332780 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/24/2026 | ☆ | |
| 30153 | Clearwater Financial Planning, Llc CRD 344096 | Lewiston, ID | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 08/27/2026 | ☆ | |
| 30154 | Climate Finance Partners Llc CRD 306077 | Wilmington, DE | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 3 | 03/31/2026 | ☆ |
| 30155 | Clocktower Private Wealth, Llc CRD 343115 | Simpsonville, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/29/2026 | ☆ |
| 30156 | Clockwork Investments CRD 342486 | Covington, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/19/2026 | ☆ |
| 30157 | Cloudsplitter Financial Planning, Llc CRD 339252 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/27/2026 | ☆ | |
| 30158 | Cloverpoint, Llc CRD 335407 | Minneapolis, MN | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 03/26/2026 | ☆ |
| 30159 | Cma Advisors, Inc. CRD 336813 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/08/2026 | ☆ | ||
| 30160 | Cmc Wealth Llc CRD 336810 | Cranford, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/07/2025 | ☆ | |
| 30161 | Cmk Partners, Llc CRD 343111 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 08/27/2026 | ☆ |
| 30162 | Cmpd12 Capital, Llc CRD 344646 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/24/2026 | ☆ | ||
| 30163 | Cmt Financial, Llc CRD 341782 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2026 | ☆ | ||
| 30164 | Coats Wealth Management Llc CRD 336335 | Gilbert, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/17/2025 | ☆ | |
| 30165 | Cochran Wealth Management Llc CRD 339085 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/24/2026 | ☆ | |
| 30166 | Cognis Retirement Group Llc CRD 166814 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/21/2026 | ☆ | |
| 30167 | Cohen, Jonathon Daniel CRD 149710 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/06/2026 | ☆ | ||
| 30168 | Coinage App Llc CRD 343278 | Investment Adviser · Boutique (under $100M) | $0 | 79 | 0 | 1 | 08/24/2026 | ☆ | |
| 30169 | Coinbase Advisors, Llc CRD 342338 | Stamford, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 07/23/2026 | ☆ | |
| 30170 | Coinedly Llc CRD 343023 | Dover, DE | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/27/2026 | ☆ |
| 30171 | Cois Dara Investing Llc CRD 343078 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/02/2026 | ☆ | ||
| 30172 | Cole Financial Advisors, Inc. CRD 323312 | Provo, UT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 12/11/2024 | ☆ | |
| 30173 | Comfort Capital Management Llc CRD 338648 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | ||
| 30174 | Commonwealth Family Office, Llc CRD 338805 | Multi-Family Office · Boutique (under $100M) | $0 | 0 | 1 | 09/30/2026 | ☆ | ||
| 30175 | Compass Financial Llc CRD 341067 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/24/2026 | ☆ | ||
| 30176 | Compass Wealth Planning Llc CRD 343333 | Pleasant Hill, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | |
| 30177 | Composed Capital Llc CRD 340948 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/30/2026 | ☆ | ||
| 30178 | Connected Financial Strategies Llc CRD 340449 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/16/2026 | ☆ | ||
| 30179 | Constitution Capital Horizon Advisor, Lp CRD 339512 | Andover, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 68 | 07/27/2026 | ☆ |
| 30180 | Convivia Financial Llc CRD 339685 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/19/2025 | ☆ | ||
| 30181 | Coolabah Investment Management (Usa) Inc CRD 341121 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2026 | ☆ | |
| 30182 | Copper Range Wealth Management, Llc CRD 342485 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/25/2026 | ☆ | ||
| 30183 | Corington Wealth Llc CRD 340040 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/01/2026 | ☆ | ||
| 30184 | Cork Tree Wealth Partners, Llc CRD 338778 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/04/2026 | ☆ | |
| 30185 | Cova Private Wealth Llc CRD 343260 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 11 | 09/16/2026 | ☆ | ||
| 30186 | Covenant Wealth Llc CRD 341432 | Buffalo, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/02/2026 | ☆ |
| 30187 | Cow Capital Inc CRD 324665 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/01/2026 | ☆ | ||
| 30188 | Cradle To College Financial, Llc CRD 338930 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/21/2026 | ☆ | ||
| 30189 | Created Wealth Llc CRD 343953 | Venice, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 10/01/2026 | ☆ | |
| 30190 | Creative Capital Funding Llc CRD 311492 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 08/10/2026 | ☆ | |
| 30191 | Creegan & Associates, Llc CRD 339722 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/05/2026 | ☆ | ||
| 30192 | Creekside Financial Planning, L.L.C. CRD 339701 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | ||
| 30193 | Crescent Advisory Solutions, Llc CRD 344292 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 11 | 09/22/2026 | ☆ | |
| 30194 | Crescent Meridian Capital Llc CRD 341276 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/29/2026 | ☆ | ||
| 30195 | Cresscila Llc CRD 339914 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/02/2026 | ☆ | |
| 30196 | Crest Wealth Management Llc CRD 338818 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | |
| 30197 | Crestridge Wealth Advisors, Llc CRD 307679 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30198 | Crestway Insurance Group, Llc Dba CRD 309278 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/25/2023 | ☆ | |
| 30199 | Critical Capital Llc CRD 342537 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | ||
| 30200 | Crito Capital Advisers Llc CRD 330570 | Westport, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/13/2026 | ☆ |