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 |
|---|---|---|---|---|---|---|---|---|---|
| 30201 | Forged Path Wealth Advisors Llc CRD 339624 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/20/2026 | ☆ | ||
| 30202 | Forsman Financial Services Llc CRD 339523 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/20/2026 | ☆ | ||
| 30203 | Fortezza Wealth Advisors, Llc CRD 342326 | Fincastle, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/23/2026 | ☆ | |
| 30204 | Fortify Financial Llc CRD 340138 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/12/2026 | ☆ | ||
| 30205 | Fortress Financial Management Llc CRD 340068 | Shelton, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/29/2026 | ☆ |
| 30206 | Forum Wealth Group, Llc CRD 341013 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/19/2026 | ☆ | ||
| 30207 | Forward 360 CRD 331984 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/26/2026 | ☆ | |
| 30208 | Forward Wealth Llc CRD 341883 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/06/2026 | ☆ | |
| 30209 | Foster Financial Services, Llc CRD 343491 | Fort Wayne, IN | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 3 | 08/17/2026 | ☆ | |
| 30210 | Founder360° Family Office, Llc CRD 339296 | Multi-Family Office · Boutique (under $100M) | $0 | 0 | 1 | 05/07/2026 | ☆ | ||
| 30211 | Fountainheadria Llc CRD 339498 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/08/2026 | ☆ | ||
| 30212 | Fourpark Advisors, Llc CRD 304717 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 01/14/2022 | ☆ | |
| 30213 | Fourzan Financial Llc CRD 342018 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | ||
| 30214 | Foxgrover Investment Partners Llc CRD 339517 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/30/2026 | ☆ | |
| 30215 | Foxtrot Investments Group Llc CRD 336720 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/25/2025 | ☆ | ||
| 30216 | Fpf Wealth Llc CRD 334987 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/20/2026 | ☆ | ||
| 30217 | Fractal Dimension Capital Llc CRD 327347 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 02/11/2026 | ☆ | |
| 30218 | Framework Digital Advisors Llc CRD 338868 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 1 | 04/12/2026 | ☆ |
| 30219 | Framework Wealth Llc CRD 335385 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | ||
| 30220 | Franklin Templeton Private Markets Adviser, Llc CRD 339083 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 01/07/2026 | ☆ | |
| 30221 | Frassati Wealth Llc CRD 342753 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/07/2026 | ☆ | ||
| 30222 | Fratti Investment Management, Llc CRD 335104 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/03/2025 | ☆ | ||
| 30223 | Fremont Smith & Co., L.L.C. CRD 330395 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2025 | ☆ | |
| 30224 | French And Skloff Investment Advisors, Llc CRD 336794 | North Andover, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/02/2026 | ☆ | |
| 30225 | French, Jason Ian CRD 177517 | Jacksonville, FL | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 06/03/2025 | ☆ | |
| 30226 | Fresh Forward Financial Planning, Llc CRD 316328 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/01/2026 | ☆ | ||
| 30227 | Frontline Wealth Management Llc CRD 340468 | Denton, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30228 | Frontstage Financial Llc CRD 339913 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30229 | Frost Financial Advisory Group Llc CRD 343437 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/07/2026 | ☆ | ||
| 30230 | Frp Llc CRD 342341 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/28/2026 | ☆ | ||
| 30231 | Ftib Asset Management Llc CRD 329791 | Irvine, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/07/2026 | ☆ |
| 30232 | Fulla Financial Planning Llc CRD 337622 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/13/2026 | ☆ | ||
| 30233 | Funded Life Financial, Llc CRD 325806 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/05/2026 | ☆ | |
| 30234 | Furthermore Wealth Llc CRD 343483 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/21/2026 | ☆ | ||
| 30235 | Fuster Financial Group, Llc CRD 341218 | Miami Lakes, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | |
| 30236 | Galaxy Wealth Management, Llc CRD 334516 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/20/2025 | ☆ | ||
| 30237 | Gallatin River Capital Llc CRD 341317 | Littleton, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 30238 | Galleon Wealth Advisors Llc CRD 337893 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | ||
| 30239 | Galstian, Shahe CRD 281861 | North Bergen, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 11/16/2016 | ☆ | |
| 30240 | Gao Management Llc CRD 284665 | Las Vegas, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/26/2025 | ☆ | |
| 30241 | Gardner, Dixon, Leon CRD 324028 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/20/2026 | ☆ | |
| 30242 | Gates Integrated Financial & Tax, Llc CRD 343600 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/22/2026 | ☆ | ||
| 30243 | Gateway Advisors, Llc CRD 286232 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 07/02/2025 | ☆ | ||
| 30244 | Gaus, Inc. CRD 338424 | Investment Adviser · Boutique (under $100M) | $0 | 298 | 0 | 2 | 08/18/2026 | ☆ | |
| 30245 | Gbfp Grp Llc CRD 339073 | Orlando, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/08/2025 | ☆ | |
| 30246 | Gcm Grosvenor Wealth L.P. CRD 340054 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 466 | 03/19/2026 | ☆ | |
| 30247 | Geg Advisors Llc CRD 337347 | Bogota | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 05/29/2026 | ☆ |
| 30248 | Gelis Capital Llc CRD 342043 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/08/2026 | ☆ | ||
| 30249 | Gemini Wealth Llc CRD 336806 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/07/2026 | ☆ | ||
| 30250 | Generational Financial Partners, Llc CRD 343503 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 9 | 08/20/2026 | ☆ |