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 |
|---|---|---|---|---|---|---|---|---|---|
| 30201 | Crosslight Global Investment Partners, Llc CRD 343555 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/10/2026 | ☆ | |
| 30202 | Crosspath Capital Llc CRD 342795 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/13/2026 | ☆ | ||
| 30203 | Crow Capital Management Llc CRD 337673 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/20/2026 | ☆ | |
| 30204 | Csi Group Advisors, Llc CRD 338012 | Wall Township, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 7 | 07/15/2026 | ☆ |
| 30205 | Cullen Investment Group CRD 310055 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/29/2026 | ☆ | |
| 30206 | Cura Collective Legacy CRD 339769 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/09/2026 | ☆ | |
| 30207 | Currents Wealth Strategies Llc CRD 339968 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/21/2026 | ☆ | ||
| 30208 | Cvs Capital, Llc CRD 339546 | Reno, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/14/2026 | ☆ |
| 30209 | Cxi Advisors, Llc CRD 301321 | Auburn, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 03/27/2026 | ☆ | |
| 30210 | Cxl Capital Management Llc CRD 343469 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | ||
| 30211 | Cyborgwealth, Llc CRD 150897 | Red Bank, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 5 | 03/31/2026 | ☆ |
| 30212 | Daline Wealth Management, Llc CRD 343058 | Clarksville, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/18/2026 | ☆ | |
| 30213 | Dallas Financial Planning Llc CRD 338591 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/21/2025 | ☆ | |
| 30214 | Daly Capital Management Llc CRD 343035 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/28/2026 | ☆ | ||
| 30215 | Dan Thornsberry Capital Advisors, Llc CRD 343946 | Belleair Beach, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 30216 | Daniel Power, Llc CRD 318301 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 12/23/2025 | ☆ | |
| 30217 | Darby Creek Financial Advisors Llc CRD 342138 | Plain City, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/30/2026 | ☆ | |
| 30218 | Daring Greatly Wealth Llc CRD 343678 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | ||
| 30219 | Data Analytics Capital Llc CRD 341033 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/02/2026 | ☆ | |
| 30220 | Datum Wealth Management Llc CRD 342854 | Warwick, RI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/11/2026 | ☆ | |
| 30221 | David Thomas,Cpa,Esq., Pc CRD 317778 | San Diego, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/02/2026 | ☆ | |
| 30222 | David X Martin, Llc CRD 315306 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 03/01/2022 | ☆ | |
| 30223 | David Zbonski, Llc CRD 341120 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/17/2026 | ☆ | ||
| 30224 | Davis Ross Investment Advisers, Llc CRD 117751 | Columbus, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/30/2026 | ☆ |
| 30225 | Dbm Advisors, Llc CRD 293138 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/28/2026 | ☆ |
| 30226 | De Vries Asset Management, Llc CRD 341027 | Encinitas, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/20/2026 | ☆ | |
| 30227 | Dean Davis Wealth Llc CRD 340949 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/01/2026 | ☆ | ||
| 30228 | Deborah Wealth Advisory Llc CRD 341446 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/19/2026 | ☆ | ||
| 30229 | Deep Blue Capital, Llc CRD 336045 | Newport Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/08/2026 | ☆ | |
| 30230 | Deferred Advisors, Llc CRD 343242 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/17/2026 | ☆ | ||
| 30231 | Deliberate Wealth Llc CRD 340396 | Advance, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | |
| 30232 | Dellith, Erik, Charles CRD 339509 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/27/2026 | ☆ | ||
| 30233 | Delta Financial, Inc. CRD 339663 | Escanaba, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 08/13/2026 | ☆ |
| 30234 | Deltasys Advisors Llc CRD 340585 | Davie, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2026 | ☆ |
| 30235 | Deltax Capital Llc CRD 343139 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/22/2026 | ☆ | |
| 30236 | Deluca Financial Planning Llc CRD 340286 | Paoli, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/21/2026 | ☆ |
| 30237 | Denovo Financial Llc CRD 343737 | Windsor, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 30238 | Desai Capital Management, Inc. CRD 168032 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/10/2014 | ☆ | ||
| 30239 | Deseret Point Partners Llc CRD 340268 | Salt Lake City, UT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/11/2026 | ☆ | |
| 30240 | Digitas Global, Llc CRD 330795 | Katy, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/12/2026 | ☆ |
| 30241 | Dimaio Private Wealth, Llc CRD 343934 | Chester, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/04/2026 | ☆ | |
| 30242 | Discipline Strategies Management, Lp CRD 336716 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 03/20/2026 | ☆ | |
| 30243 | Divergence Wealth Management Llc CRD 341903 | Portsmouth, NH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ | |
| 30244 | Dixie's Tax & Financial Services, L.L.C. CRD 339645 | Des Moines, WA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/31/2026 | ☆ | |
| 30245 | Dmac Consulting Services Llc CRD 340363 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/02/2026 | ☆ | ||
| 30246 | Do, Len D CRD 313112 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/28/2026 | ☆ | |
| 30247 | Dominion Wealth Advisors, Llc CRD 158992 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2012 | ☆ | ||
| 30248 | Donaldson Financial Wellness Network, Llc CRD 293622 | Newtown, CT | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/23/2024 | ☆ |
| 30249 | Douglas Anderson, Iii CRD 114906 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/05/2020 | ☆ |
| 30250 | Douglas Maria Llc CRD 342107 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/01/2026 | ☆ |