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 |
|---|---|---|---|---|---|---|---|---|---|
| 30151 | F. L. Arias & Associates, Llc CRD 164185 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/20/2025 | ☆ | ||
| 30152 | Fairway Financial Planning Llc CRD 337261 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/24/2026 | ☆ | |
| 30153 | Faith And Family Wealth Management, Llc CRD 341058 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/27/2026 | ☆ | |
| 30154 | Family Legacy Advisors, Llc CRD 320754 | Overland Park, KS | Investment Adviser · Boutique (under $100M) | $0 | 116 | 0 | 4 | 07/17/2026 | ☆ |
| 30155 | Family Office Investment Advisory Llc CRD 339607 | Scottsdale, AZ | Multi-Family Office · Boutique (under $100M) | $0 | 0 | 3 | 03/19/2026 | ☆ | |
| 30156 | Family Style Advisors Llc CRD 342407 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/19/2026 | ☆ | ||
| 30157 | Family Wealth Strategists, Llc CRD 340841 | Newport Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/05/2026 | ☆ | |
| 30158 | Farer Financial Llc CRD 342144 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/06/2026 | ☆ | ||
| 30159 | Farmers Asset Management, Llc CRD 336230 | Westlake Village, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 24 | 07/22/2026 | ☆ | |
| 30160 | Fat Cat Financial Llc CRD 342773 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2026 | ☆ | ||
| 30161 | Fd Wealth Advisors, Llc CRD 339923 | Calabasas, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 01/30/2026 | ☆ | |
| 30162 | Felicity Financial Llc CRD 325503 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/30/2025 | ☆ | ||
| 30163 | Felix Garcia, Ria CRD 114720 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/23/2023 | ☆ | |
| 30164 | Felspar Financial Llc CRD 340684 | San Diego, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/19/2026 | ☆ | |
| 30165 | Field Capital Management, Llc CRD 114229 | Santa Fe, NM | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2025 | ☆ |
| 30166 | Fifth Generation Financial Llc CRD 340921 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/12/2026 | ☆ |
| 30167 | Fifth Pointe Wealth Advisors Llc CRD 324305 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/27/2026 | ☆ | |
| 30168 | Fig Tree Financials Llc CRD 317013 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 01/26/2026 | ☆ | ||
| 30169 | Financial Legacy Builders Llc CRD 336752 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 1 | 07/31/2026 | ☆ | |
| 30170 | Financial Potential, Llc CRD 342728 | Gainesville, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/06/2026 | ☆ | |
| 30171 | Financial Q Group Llc CRD 327095 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/13/2026 | ☆ | |
| 30172 | Financial Service Group, Llc CRD 329424 | St. George, UT | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/04/2024 | ☆ |
| 30173 | Financial Solutions, Inc. CRD 311787 | Skokie, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/11/2023 | ☆ | |
| 30174 | Financial Thinking Partner, Llc CRD 340776 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/13/2026 | ☆ | |
| 30175 | Finish Line Wealth Management, Llc CRD 341489 | East Aurora, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 30176 | Finq Ai Llc CRD 326858 | Tel Aviv | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 41 | 02/10/2026 | ☆ |
| 30177 | Firm Foundation Wealth Advisors Llc CRD 342198 | Charleston, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/17/2026 | ☆ | |
| 30178 | First Class Financial Llc CRD 341096 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/18/2026 | ☆ | ||
| 30179 | First Dominion Wealth Advisors Llc CRD 341571 | Aiken, SC | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/02/2026 | ☆ |
| 30180 | First Rank Financial Llc CRD 340836 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/27/2026 | ☆ | |
| 30181 | First Retirement Services Llc CRD 328202 | Parkland, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/17/2023 | ☆ |
| 30182 | First There Financial Llc CRD 343240 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/27/2026 | ☆ | |
| 30183 | Firstfruits Wealth Management Llc CRD 341241 | Richmond, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | |
| 30184 | Fischer, Blake Edward CRD 339006 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/15/2026 | ☆ | ||
| 30185 | Fit Wealth Advisors, Llc CRD 315858 | Grand Island, NE | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/29/2026 | ☆ | |
| 30186 | Fitsha Consulting Llc CRD 341496 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/18/2026 | ☆ | |
| 30187 | Fjaka Wealth Management Llc CRD 340753 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/24/2026 | ☆ | ||
| 30188 | Flagstick Capital Partners Llc CRD 341091 | North Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/16/2026 | ☆ |
| 30189 | Flameback Capital Usa, Inc CRD 329123 | Bengaluru, Karnataka | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 05/14/2026 | ☆ | |
| 30190 | Flint And Fletching Llc CRD 335823 | Ballinger, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/25/2026 | ☆ | |
| 30191 | Floyd Financial Services Llc CRD 174512 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/14/2021 | ☆ | |
| 30192 | Fluence Wealth Management Llc CRD 333657 | Portland, OR | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/26/2026 | ☆ |
| 30193 | Focus 50 Wealth Management Llc CRD 340856 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2026 | ☆ | ||
| 30194 | Foliage Financial Planning Llc CRD 335253 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/19/2025 | ☆ | ||
| 30195 | Fonpearl Investment Company Llc CRD 336265 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30196 | Foothills Investments, L.L.C. CRD 336454 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/12/2026 | ☆ | |
| 30197 | Foothills Wealth Management, Llc CRD 335034 | Cave Creek, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2025 | ☆ | |
| 30198 | For The Scott Girls Llc CRD 340171 | Prescott, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/22/2026 | ☆ | |
| 30199 | Foresight Wealth Advisory, Llc CRD 340465 | Indianapolis, IN | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/15/2026 | ☆ |
| 30200 | Forge Advisory Llc CRD 343382 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ |