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 |
|---|---|---|---|---|---|---|---|---|---|
| 30451 | Gorges Capital Management Llc CRD 342494 | Rochester, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/18/2026 | ☆ |
| 30452 | Gosch Wealth Advisory Llc CRD 340315 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/26/2026 | ☆ | ||
| 30453 | Gotham Block, Llc CRD 290005 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/05/2024 | ☆ |
| 30454 | Gotman Matusovskaya, Julie Evgenievna CRD 337578 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/10/2026 | ☆ | ||
| 30455 | Grand Investment Group Llc CRD 326936 | Plano, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/10/2023 | ☆ | |
| 30456 | Granofsky Investment Advisory Llc CRD 340375 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/20/2026 | ☆ | ||
| 30457 | Grant Wealth Advisors Llc CRD 339781 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/26/2026 | ☆ | ||
| 30458 | Grantd Wealth, Inc. CRD 340110 | Denver, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/10/2026 | ☆ | |
| 30459 | Graychase Wealth Advisory Llc CRD 340511 | San Antonio, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/14/2026 | ☆ | |
| 30460 | Graysbrook Investment Partners Llc CRD 341499 | Palm Beach Gardens, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ | |
| 30461 | Great Blue Wealth Llc CRD 338368 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/13/2026 | ☆ | ||
| 30462 | Great Lakes Bay Financial Llc CRD 297138 | Saginaw, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/03/2026 | ☆ |
| 30463 | Green Square Am, Llc CRD 343857 | Memphis, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/08/2026 | ☆ | |
| 30464 | Green Tree Wealth, Inc CRD 331662 | Bend, OR | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/04/2024 | ☆ | |
| 30465 | Greenbook Financial Llc CRD 341212 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 30466 | Greenbriar & Associates Llc CRD 327685 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/14/2026 | ☆ | |
| 30467 | Greenbrier Financial, L.C. CRD 341645 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/25/2026 | ☆ | ||
| 30468 | Greene Directions Llc CRD 340643 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/03/2026 | ☆ | ||
| 30469 | Greenhouse Investments Llc CRD 344528 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/21/2026 | ☆ | ||
| 30470 | Greteman Capital Management, Llc CRD 299020 | Carroll, IA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/27/2026 | ☆ |
| 30471 | Grey Kirwan Financial Llc CRD 338850 | Reston, VA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | |
| 30472 | Greylock Peak Investments, Llc CRD 158941 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/18/2026 | ☆ | |
| 30473 | Grodzki Wealth Management, Inc. CRD 342358 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 30474 | Groff Wealth Management, Llc CRD 339984 | Sparks, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/31/2026 | ☆ | |
| 30475 | Groundwork Financial Partners, Pllc CRD 340435 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30476 | Growe Capital Advisors, Llc CRD 338671 | New Canaan, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2025 | ☆ | |
| 30477 | Growth Equity Partners Advisor Llc CRD 344006 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/20/2026 | ☆ | ||
| 30478 | Gruccio Financial Llc CRD 337444 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 01/21/2026 | ☆ | ||
| 30479 | Gsp Financial Ltda CRD 343123 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/17/2026 | ☆ | ||
| 30480 | Gtc Wealth Solutions, Llc CRD 343377 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | ||
| 30481 | Gts Investment Advisory Inc. CRD 344041 | Vacaville, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 09/18/2026 | ☆ |
| 30482 | Guardian Financial Wealth Management Inc. CRD 304958 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2019 | ☆ | ||
| 30483 | Guardian Wealth Advisory Services, Llc CRD 340129 | Tyrone, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/18/2026 | ☆ | |
| 30484 | Gulf Coast Asset Management Company Llc CRD 335340 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/19/2025 | ☆ | ||
| 30485 | Gulsrud Consulting Llc CRD 343560 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/24/2026 | ☆ | ||
| 30486 | Gw Asena Pty Ltd CRD 323005 | Melbourne, Victoria | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 06/10/2026 | ☆ | |
| 30487 | Gw Asset Management Llc CRD 339702 | Naperville, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 07/11/2026 | ☆ | |
| 30488 | Gwa Wealth, Llc CRD 339478 | Mt Pleasant, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/29/2026 | ☆ | |
| 30489 | H.B. Brown Financial Advising, Llc CRD 338830 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/26/2025 | ☆ | ||
| 30490 | H2 Ols Wealth Management Solutions Llc CRD 341011 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | ||
| 30491 | Halal Alpha Inc. CRD 335111 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/02/2025 | ☆ | ||
| 30492 | Hale Wealth Management, Llc CRD 343250 | Pensacola, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/29/2026 | ☆ | |
| 30493 | Hamewith Wealth, Llc CRD 339975 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/12/2026 | ☆ | ||
| 30494 | Hamilton Wealth, Llc CRD 342315 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/23/2026 | ☆ | ||
| 30495 | Han Financial Consulting Llc CRD 342767 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/29/2026 | ☆ | |
| 30496 | Hanafara, Llc CRD 340416 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | ||
| 30497 | Handley, Rainee Catherine CRD 340427 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/21/2026 | ☆ | ||
| 30498 | Harbinger Financial Consultants, Llc CRD 283392 | Boca Raton, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/26/2026 | ☆ | |
| 30499 | Harbor & Grow Llc CRD 343128 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | ||
| 30500 | Harbor Fort Financial Advisors Llc CRD 340834 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/12/2026 | ☆ |