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 |
|---|---|---|---|---|---|---|---|---|---|
| 30401 | French, Jason Ian CRD 177517 | Jacksonville, FL | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 06/03/2025 | ☆ | |
| 30402 | Fresh Forward Financial Planning, Llc CRD 316328 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/01/2026 | ☆ | ||
| 30403 | Frontier Capital, Llc CRD 344504 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/13/2026 | ☆ | |
| 30404 | Frontline Wealth Management Llc CRD 340468 | Denton, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30405 | Frontstage Financial Llc CRD 339913 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30406 | Frost Financial Advisory Group Llc CRD 343437 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/07/2026 | ☆ | ||
| 30407 | Frp Llc CRD 342341 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/28/2026 | ☆ | ||
| 30408 | Ftib Asset Management Llc CRD 329791 | Irvine, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/07/2026 | ☆ |
| 30409 | Fulla Financial Planning Llc CRD 337622 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/13/2026 | ☆ | ||
| 30410 | Function Wealth Advisors Llc CRD 344306 | Prescott, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/29/2026 | ☆ | |
| 30411 | Funded Life Financial, Llc CRD 325806 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/05/2026 | ☆ | |
| 30412 | Furthermore Wealth Llc CRD 343483 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/21/2026 | ☆ | ||
| 30413 | Fuster Financial Group, Llc CRD 341218 | Miami Lakes, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/31/2026 | ☆ | |
| 30414 | Galaxy Wealth Management, Llc CRD 334516 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/20/2025 | ☆ | ||
| 30415 | Gallatin River Capital Llc CRD 341317 | Littleton, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 30416 | Galleon Wealth Advisors Llc CRD 337893 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | ||
| 30417 | Galstian, Shahe CRD 281861 | North Bergen, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 11/16/2016 | ☆ | |
| 30418 | Gao Management Llc CRD 284665 | Las Vegas, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/26/2025 | ☆ | |
| 30419 | Gardner, Dixon, Leon CRD 324028 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/20/2026 | ☆ | |
| 30420 | Gates Integrated Financial & Tax, Llc CRD 343600 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/04/2026 | ☆ | ||
| 30421 | Gateway Advisors, Llc CRD 286232 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 07/02/2025 | ☆ | ||
| 30422 | Gaus, Inc. CRD 338424 | Investment Adviser · Boutique (under $100M) | $0 | 298 | 0 | 2 | 08/18/2026 | ☆ | |
| 30423 | Gbfp Grp Llc CRD 339073 | Orlando, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/08/2025 | ☆ | |
| 30424 | Gbs Investments Inc CRD 344535 | Marion, IN | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ | |
| 30425 | Gcm Grosvenor Wealth L.P. CRD 340054 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 466 | 03/19/2026 | ☆ | |
| 30426 | Geg Advisors Llc CRD 337347 | Bogota | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 10/05/2026 | ☆ |
| 30427 | Gelis Capital Llc CRD 342043 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/08/2026 | ☆ | ||
| 30428 | Gemini Wealth Llc CRD 336806 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/07/2026 | ☆ | ||
| 30429 | Genera Wealth Llc CRD 343744 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/30/2026 | ☆ | ||
| 30430 | Generational Financial Partners, Llc CRD 343503 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 10 | 09/17/2026 | ☆ | |
| 30431 | Genesis Investment Management, Llp CRD 130949 | London | Investment Adviser · Boutique (under $100M) | $0 | 4 | 0 | 0 | 03/31/2026 | ☆ |
| 30432 | Genesis Wealth Planners, Llc CRD 344329 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/24/2026 | ☆ | ||
| 30433 | Gensphere Private Wealth, Llc CRD 338624 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 02/02/2026 | ☆ | ||
| 30434 | Gfs Financial Advisors, Llc CRD 156252 | Hazleton, PA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/20/2026 | ☆ | |
| 30435 | Giessel Wealth Advisors, Llc CRD 343415 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/01/2026 | ☆ | ||
| 30436 | Gilbert Private Wealth Llc CRD 342519 | Scottsdale, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 30437 | Global Advisors, Llc CRD 327425 | San Jose, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ | |
| 30438 | Global Solutions Wealth Consultants Llc CRD 333858 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/12/2025 | ☆ |
| 30439 | Glow Financial Planning Llc CRD 338447 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/16/2026 | ☆ | ||
| 30440 | Gm Capital Management Llc CRD 326504 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/10/2024 | ☆ | ||
| 30441 | Gmi Global Partners Llc CRD 328066 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 05/06/2026 | ☆ |
| 30442 | Go Fish Finance, Llc CRD 333606 | Investment Adviser · Boutique (under $100M) | $0 | 7 | 0 | 1 | 03/14/2026 | ☆ | |
| 30443 | Golden Capital Partners Llc CRD 333794 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/08/2026 | ☆ | |
| 30444 | Golden Foundation Advisors Llc CRD 339287 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/04/2026 | ☆ | ||
| 30445 | Golden Pine Advisory, Llc CRD 332248 | Pinehurst, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 04/07/2026 | ☆ | |
| 30446 | Goldenstate Wealth Management Llc CRD 341355 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30447 | Goldsmith Martin Wealth Strategy Llc CRD 343525 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/17/2026 | ☆ | ||
| 30448 | Goldstrike Capital Llc CRD 338926 | North Syracuse, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/10/2026 | ☆ |
| 30449 | Good Luck Ny Inc. CRD 338208 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/02/2026 | ☆ | ||
| 30450 | Good Soil Llc CRD 343895 | Grand Rapids, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2026 | ☆ |