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 |
|---|---|---|---|---|---|---|---|---|---|
| 30351 | Honestly Financial Llc CRD 338758 | Vancouver, British Columbia | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/18/2026 | ☆ | |
| 30352 | Honorpoint Financial Llc CRD 343016 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/24/2026 | ☆ | ||
| 30353 | Hoov Capital Management, Llc CRD 338641 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 1 | 03/10/2026 | ☆ | |
| 30354 | Hoovest Capital Management Inc CRD 327888 | West Vancouver | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/17/2026 | ☆ | |
| 30355 | Horizon Ridge Advisors L.L.C. CRD 341038 | Mesa, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 05/07/2026 | ☆ | |
| 30356 | Hormaza Capital Advisory, Llc CRD 341271 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30357 | Houseman Financial Llc CRD 337624 | New Freedom, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | |
| 30358 | Houten Haley Financial Llc CRD 334734 | St. Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | |
| 30359 | Howard Fiduciary Investments Llc CRD 342369 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/30/2026 | ☆ | ||
| 30360 | Hoyle Capital, Llc CRD 304651 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/30/2020 | ☆ | |
| 30361 | Hpm Investment Partners, Llc CRD 343565 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/18/2026 | ☆ | ||
| 30362 | Hps Solutions Llc CRD 319461 | Lakeland, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/12/2022 | ☆ | |
| 30363 | Hudson & Associates Wealth Management Llc CRD 343176 | Tulsa, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/07/2026 | ☆ | |
| 30364 | Hudson Wealth Management, Llc CRD 291182 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/13/2019 | ☆ | ||
| 30365 | Hull Wealth Management Llc CRD 340282 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/17/2026 | ☆ | |
| 30366 | Hunter Vip Investments, Llc CRD 336715 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | ||
| 30367 | Hya Financial Corporation CRD 286161 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | ||
| 30368 | Hyde Park Wealth Llc CRD 335695 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2025 | ☆ | ||
| 30369 | Hyperion Management Holdings, Llc CRD 340262 | Eden, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/04/2026 | ☆ | |
| 30370 | Iammarino, Nicholas J. CRD 137579 | Carlsbad, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/20/2026 | ☆ |
| 30371 | Ibis Capital, Llc CRD 342382 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/24/2026 | ☆ | |
| 30372 | Icma Rc Services, Llc CRD 23189 | Washington, DC | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $0 | 0 | 208 | 07/27/2026 | ☆ | |
| 30373 | Ideal Financial Planning, Llc CRD 339608 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/12/2026 | ☆ | |
| 30374 | Im Wealth Partners Investment Advisors Llc CRD 307379 | Blue Bell, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 16 | 05/05/2026 | ☆ |
| 30375 | Im Wealth, Llc CRD 338459 | Ada, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/14/2026 | ☆ | |
| 30376 | Immar Corp CRD 298108 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/05/2018 | ☆ | |
| 30377 | Imperative Wealth Planning Llc CRD 343196 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/02/2026 | ☆ | ||
| 30378 | In The Couch Investments, Llc CRD 336177 | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 03/31/2026 | ☆ | |
| 30379 | Income Focus Advisors Llc CRD 338716 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | ||
| 30380 | Independent Capital, Llc CRD 340359 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2026 | ☆ | |
| 30381 | Indigo Private Wealth Llc CRD 341427 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/27/2026 | ☆ | ||
| 30382 | Infinity Private Wealth, Llc CRD 339513 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/21/2026 | ☆ | |
| 30383 | Ing Wealth Llc CRD 340443 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/30/2026 | ☆ | ||
| 30384 | Innermost Wealth Management, Llc CRD 333719 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | ||
| 30385 | Innerworks Wealth Management Llc CRD 340243 | Cincinnati, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | |
| 30386 | Innosight Wealth Management Llc CRD 341872 | Las Vegas, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | |
| 30387 | Innova Wealth, Llc CRD 173900 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 03/06/2026 | ☆ |
| 30388 | Innovative Wealth Partners, Llc CRD 335780 | Manasquan, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/20/2026 | ☆ |
| 30389 | Inovo Wealth Architects CRD 340777 | Union, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 4 | 07/30/2026 | ☆ | |
| 30390 | Insight Tax & Finance Llc CRD 339377 | Greenville, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 01/02/2026 | ☆ |
| 30391 | Insight Wealth Management Llc CRD 339542 | Plantation, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/18/2026 | ☆ |
| 30392 | Inspire Wealth Advisory Llc CRD 339878 | Brighton, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 07/23/2026 | ☆ | |
| 30393 | Integrity Investment Management, Inc. CRD 289080 | Hoffman Estates, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/11/2017 | ☆ | |
| 30394 | Integrity Investment Portfolios Llc CRD 340113 | Cerritos, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/29/2026 | ☆ |
| 30395 | Integrity Wealth Management Nc, Llc CRD 334459 | Cary, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/16/2026 | ☆ | |
| 30396 | Integrous Wealth Strategies Llc CRD 340613 | Hamilton, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 05/26/2026 | ☆ | |
| 30397 | Intentional Wealth Advisors, Llc CRD 343113 | Brentwood, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/29/2026 | ☆ |
| 30398 | Interchange Advisers Llc CRD 338973 | Vancouver, WA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 07/29/2026 | ☆ | |
| 30399 | Internet Securities, Incorporated CRD 102800 | Oakland, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30400 | Interstellar Wealth Llc CRD 342280 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2026 | ☆ |