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 |
|---|---|---|---|---|---|---|---|---|---|
| 30251 | Genesis Investment Management, Llp CRD 130949 | London | Investment Adviser · Boutique (under $100M) | $0 | 4 | 0 | 0 | 03/31/2026 | ☆ |
| 30252 | Genoa Wealth, Llc CRD 341520 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/27/2026 | ☆ | ||
| 30253 | Gensphere Private Wealth, Llc CRD 338624 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 02/02/2026 | ☆ | ||
| 30254 | Gfs Financial Advisors, Llc CRD 156252 | Hazleton, PA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/20/2026 | ☆ | |
| 30255 | Giessel Wealth Advisors, Llc CRD 343415 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/06/2026 | ☆ | ||
| 30256 | Gilbert Private Wealth Llc CRD 342519 | Scottsdale, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 30257 | Global Advisors, Llc CRD 327425 | San Jose, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ | |
| 30258 | Global Solutions Wealth Consultants Llc CRD 333858 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/12/2025 | ☆ |
| 30259 | Glow Financial Planning Llc CRD 338447 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/16/2026 | ☆ | ||
| 30260 | Gm Capital Management Llc CRD 326504 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/10/2024 | ☆ | ||
| 30261 | Gmi Global Partners Llc CRD 328066 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 05/06/2026 | ☆ |
| 30262 | Go Fish Finance, Llc CRD 333606 | Investment Adviser · Boutique (under $100M) | $0 | 7 | 0 | 1 | 03/14/2026 | ☆ | |
| 30263 | Golden Capital Partners Llc CRD 333794 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/23/2026 | ☆ | |
| 30264 | Golden Foundation Advisors Llc CRD 339287 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/04/2026 | ☆ | ||
| 30265 | Golden Pine Advisory, Llc CRD 332248 | Pinehurst, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 04/07/2026 | ☆ | |
| 30266 | Goldenstate Wealth Management Llc CRD 341355 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30267 | Goldstrike Capital Llc CRD 338926 | North Syracuse, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/10/2026 | ☆ |
| 30268 | Good Luck Ny Inc. CRD 338208 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/02/2026 | ☆ | ||
| 30269 | Gorges Capital Management Llc CRD 342494 | Rochester, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/18/2026 | ☆ |
| 30270 | Gosch Wealth Advisory Llc CRD 340315 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/17/2026 | ☆ | ||
| 30271 | Gotham Block, Llc CRD 290005 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/05/2024 | ☆ |
| 30272 | Gotman Matusovskaya, Julie Evgenievna CRD 337578 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/10/2026 | ☆ | ||
| 30273 | Grand Investment Group Llc CRD 326936 | Plano, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/10/2023 | ☆ | |
| 30274 | Granofsky Investment Advisory Llc CRD 340375 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/20/2026 | ☆ | ||
| 30275 | Grant Wealth Advisors Llc CRD 339781 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/07/2026 | ☆ | ||
| 30276 | Grantd Wealth, Inc. CRD 340110 | Denver, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 07/24/2026 | ☆ | |
| 30277 | Graychase Wealth Advisory Llc CRD 340511 | San Antonio, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/14/2026 | ☆ | |
| 30278 | Great Blue Wealth Llc CRD 338368 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/13/2026 | ☆ | ||
| 30279 | Great Lakes Bay Financial Llc CRD 297138 | Saginaw, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/03/2026 | ☆ |
| 30280 | Green Tree Wealth, Inc CRD 331662 | Bend, OR | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/04/2024 | ☆ | |
| 30281 | Greenbook Financial Llc CRD 341212 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 30282 | Greenbriar & Associates Llc CRD 327685 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/14/2026 | ☆ | |
| 30283 | Greenbrier Financial, L.C. CRD 341645 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/07/2026 | ☆ | ||
| 30284 | Greene Directions Llc CRD 340643 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/03/2026 | ☆ | ||
| 30285 | Gregory Financial Llc CRD 335745 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/09/2026 | ☆ | ||
| 30286 | Greteman Capital Management, Llc CRD 299020 | Carroll, IA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/27/2026 | ☆ |
| 30287 | Grey Kirwan Financial Llc CRD 338850 | Reston, VA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | |
| 30288 | Greylock Peak Investments, Llc CRD 158941 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/18/2026 | ☆ | |
| 30289 | Greystone Wealth Management Llc CRD 340127 | Huntington Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 07/15/2026 | ☆ | |
| 30290 | Grodzki Wealth Management, Inc. CRD 342358 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 30291 | Groff Wealth Management, Llc CRD 339984 | Hunt Valley, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/21/2026 | ☆ | |
| 30292 | Groundwork Financial Partners, Pllc CRD 340435 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30293 | Growe Capital Advisors, Llc CRD 338671 | New Canaan, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2025 | ☆ | |
| 30294 | Gruccio Financial Llc CRD 337444 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 01/21/2026 | ☆ | ||
| 30295 | Gsp Financial Ltda CRD 343123 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/17/2026 | ☆ | ||
| 30296 | Guardian Financial Wealth Management Inc. CRD 304958 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2019 | ☆ | ||
| 30297 | Gulf Coast Asset Management Company Llc CRD 335340 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/19/2025 | ☆ | ||
| 30298 | Gw Asena Pty Ltd CRD 323005 | Melbourne, Victoria | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 06/10/2026 | ☆ | |
| 30299 | Gw Asset Management Llc CRD 339702 | Naperville, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 07/11/2026 | ☆ | |
| 30300 | Gwa Wealth, Llc CRD 339478 | Mt Pleasant, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/29/2026 | ☆ |