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 |
|---|---|---|---|---|---|---|---|---|---|
| 30551 | Horizon Ridge Advisors L.L.C. CRD 341038 | Mesa, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 05/07/2026 | ☆ | |
| 30552 | Hormaza Capital Advisory, Llc CRD 341271 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30553 | Horoky Private Wealth, Llc CRD 343228 | South Bend, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | |
| 30554 | Houseman Financial Llc CRD 337624 | New Freedom, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | |
| 30555 | Houten Haley Financial Llc CRD 334734 | St. Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | |
| 30556 | Howard Fiduciary Investments Llc CRD 342369 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/30/2026 | ☆ | ||
| 30557 | Hoyle Capital, Llc CRD 304651 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/30/2020 | ☆ | |
| 30558 | Hpm Investment Partners, Llc CRD 343565 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/18/2026 | ☆ | ||
| 30559 | Hps Solutions Llc CRD 319461 | Lakeland, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/12/2022 | ☆ | |
| 30560 | Hudson & Associates Wealth Management Llc CRD 343176 | Tulsa, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/28/2026 | ☆ | |
| 30561 | Hudson Wealth Management, Llc CRD 291182 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/13/2019 | ☆ | ||
| 30562 | Hull Wealth Management Llc CRD 340282 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/17/2026 | ☆ | |
| 30563 | Hunter Vip Investments, Llc CRD 336715 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/24/2026 | ☆ | ||
| 30564 | Hya Financial Corporation CRD 286161 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | ||
| 30565 | Hyde Park Wealth Llc CRD 335695 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2025 | ☆ | ||
| 30566 | Iammarino, Nicholas J. CRD 137579 | Carlsbad, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/20/2026 | ☆ |
| 30567 | Ibis Capital, Llc CRD 342382 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/24/2026 | ☆ | |
| 30568 | Icma Rc Services, Llc CRD 23189 | Washington, DC | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $0 | 0 | 208 | 07/27/2026 | ☆ | |
| 30569 | Ideal Financial Planning, Llc CRD 339608 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/12/2026 | ☆ | |
| 30570 | Illumint Financial Advisors Llc CRD 290263 | Investment Adviser · Boutique (under $100M) | $0 | 14 | 0 | 1 | 09/03/2026 | ☆ | |
| 30571 | Im Wealth, Llc CRD 338459 | Ada, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/14/2026 | ☆ | |
| 30572 | Ime Visva Investment Services Private Limited CRD 343826 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 08/06/2026 | ☆ | ||
| 30573 | Immar Corp CRD 298108 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/05/2018 | ☆ | |
| 30574 | Imperative Wealth Planning Llc CRD 343196 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/02/2026 | ☆ | ||
| 30575 | In The Couch Investments, Llc CRD 336177 | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 03/31/2026 | ☆ | |
| 30576 | Income Focus Advisors Llc CRD 338716 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | ||
| 30577 | Independent Capital, Llc CRD 340359 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | |
| 30578 | Indigo Private Wealth Llc CRD 341427 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/27/2026 | ☆ | ||
| 30579 | Infinity Private Wealth, Llc CRD 339513 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/28/2026 | ☆ | |
| 30580 | Ing Wealth Llc CRD 340443 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/30/2026 | ☆ | ||
| 30581 | Inman Park Wealth Management, Llc CRD 343949 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/11/2026 | ☆ | ||
| 30582 | Innermost Wealth Management, Llc CRD 333719 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | ||
| 30583 | Innerworks Wealth Management Llc CRD 340243 | Cincinnati, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | |
| 30584 | Innosight Wealth Management Llc CRD 341872 | Las Vegas, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/25/2026 | ☆ | |
| 30585 | Innova Wealth, Llc CRD 173900 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 03/06/2026 | ☆ |
| 30586 | Innovate Wealth Managers Llc CRD 344346 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/04/2026 | ☆ | ||
| 30587 | Innovation Wealth Management, Llc CRD 338077 | Logan, UT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 10/01/2026 | ☆ | |
| 30588 | Innovative Wealth Partners, Llc CRD 335780 | Manasquan, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/20/2026 | ☆ |
| 30589 | Inovo Wealth Architects CRD 340777 | Union, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 4 | 07/30/2026 | ☆ | |
| 30590 | Insight Tax & Finance Llc CRD 339377 | Greenville, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 01/02/2026 | ☆ |
| 30591 | Insight Wealth Management Llc CRD 339542 | Plantation, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/18/2026 | ☆ |
| 30592 | Inspire Wealth Advisory Llc CRD 339878 | Brighton, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/09/2026 | ☆ | |
| 30593 | Integrated Advisors Wealth Management Llc CRD 342662 | Sacramento, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/30/2026 | ☆ | |
| 30594 | Integrated Financial Strategies, Llc CRD 165007 | Fort Lauderdale, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 08/28/2026 | ☆ |
| 30595 | Integrated Wealth Strategies, Llc CRD 342632 | Lone Tree, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/04/2026 | ☆ | |
| 30596 | Integrity Investment Management, Inc. CRD 289080 | Hoffman Estates, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/11/2017 | ☆ | |
| 30597 | Integrity Investment Portfolios Llc CRD 340113 | Downey, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/02/2026 | ☆ |
| 30598 | Integrity Wealth Management Nc, Llc CRD 334459 | Cary, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/16/2026 | ☆ | |
| 30599 | Intentional Wealth Advisors, Llc CRD 343113 | Brentwood, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/15/2026 | ☆ |
| 30600 | Interchange Advisers Llc CRD 338973 | Vancouver, WA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/01/2026 | ☆ |