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 |
|---|---|---|---|---|---|---|---|---|---|
| 30551 | Macmillan Financial Llc CRD 138599 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/09/2025 | ☆ | |
| 30552 | Macro Quant Private Wealth, Llc CRD 341042 | Torrance, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/18/2026 | ☆ |
| 30553 | Macroedge Capital, Llc CRD 342916 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/21/2026 | ☆ | ||
| 30554 | Madrone Financial Planning Llc CRD 342440 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/20/2026 | ☆ | ||
| 30555 | Magness Wealth Management Llc CRD 343330 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/20/2026 | ☆ | ||
| 30556 | Magnus Financials Llc CRD 341239 | Chantilly, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2026 | ☆ | |
| 30557 | Maguire Investment Management, Llc CRD 342525 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/28/2026 | ☆ | ||
| 30558 | Maierhofer, John, Howard CRD 331501 | Stagecoach, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/03/2026 | ☆ | |
| 30559 | Main & Wall Capital Management, Corp CRD 298370 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/22/2024 | ☆ | ||
| 30560 | Mainstreet Advisors, Llc CRD 310795 | San Juan, PR | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 09/03/2020 | ☆ | |
| 30561 | Mako Wealth Group Llc CRD 341865 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/04/2026 | ☆ | ||
| 30562 | Maldonado Financial Llc CRD 339356 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 06/17/2026 | ☆ | ||
| 30563 | Man Advisers Llc CRD 343021 | Boston, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 8 | 07/27/2026 | ☆ | |
| 30564 | Mandarin Advisers, Llc CRD 310354 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30565 | Manitou Capital Management, Inc. CRD 39991 | Frankfort, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 0 | 04/20/2023 | ☆ |
| 30566 | Manzella Financial Llc CRD 340646 | Sterling Heights, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 07/30/2026 | ☆ | |
| 30567 | Mapt Capital Llc CRD 341390 | Madison, WI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 06/24/2026 | ☆ | |
| 30568 | Maravi Capital Management, Llc CRD 337908 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2026 | ☆ | ||
| 30569 | Marchi Investments Llc CRD 339767 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/23/2026 | ☆ | |
| 30570 | Margin Advisory Group Llc CRD 341653 | Mount Carmel, IL | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 08/13/2026 | ☆ | |
| 30571 | Margo Financial, Llc CRD 323290 | Investment Adviser · Boutique (under $100M) | $0 | 95 | 0 | 1 | 03/31/2026 | ☆ | |
| 30572 | Marian Investor Coaching, Inc. CRD 152951 | Greenwood, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/13/2026 | ☆ | |
| 30573 | Marquesa Holdings Llc CRD 338176 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/19/2025 | ☆ | ||
| 30574 | Martin Advisors Llc CRD 342180 | Valencia, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 06/16/2026 | ☆ | |
| 30575 | Martin Capital Planning Llc CRD 337257 | East Longmeadow, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/07/2025 | ☆ | |
| 30576 | Matienzo Maurer, Juan CRD 343279 | San Andres Cholula, Puebla | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 30577 | Mav Wealth, Llc CRD 341886 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/30/2026 | ☆ | ||
| 30578 | Maverick Thomas Capital Llc CRD 342921 | Boca Raton, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/20/2026 | ☆ | |
| 30579 | Mavs Wealth Management Group, Llc CRD 337364 | St. Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/01/2026 | ☆ |
| 30580 | Mccarthy, John, F CRD 316854 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/13/2026 | ☆ | ||
| 30581 | Mcgorman Wealth Management, Llc CRD 339524 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ | ||
| 30582 | Mcguire Financial Services Group CRD 135569 | San Francisco, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 04/08/2026 | ☆ | |
| 30583 | Mchenry Investments, Llc CRD 339628 | Beaver, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/24/2026 | ☆ |
| 30584 | Mcvane Advisory Services, Llc CRD 341524 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/27/2026 | ☆ | ||
| 30585 | Md Advice Financial CRD 329583 | Holt, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/06/2024 | ☆ | |
| 30586 | Mdkb Holdings, Llc CRD 339804 | Bellville, TX | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/11/2026 | ☆ | |
| 30587 | Measured Horizon Wealth Llc CRD 343510 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/31/2026 | ☆ | ||
| 30588 | Measured Path Capital, Llc. CRD 338672 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/21/2026 | ☆ | |
| 30589 | Medvest Wealth Management, Llc CRD 322662 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/18/2026 | ☆ | ||
| 30590 | Melo Out Financial, Llc CRD 338179 | Patterson, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | |
| 30591 | Mendlstein Capital Holdings Llc CRD 338278 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | ||
| 30592 | Menominee Capital Llc CRD 304965 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/26/2025 | ☆ |
| 30593 | Mercator Investment Management Llc CRD 296809 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 04/03/2026 | ☆ | |
| 30594 | Merels Capital, Llc CRD 339181 | Westminster, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/25/2026 | ☆ | |
| 30595 | Meridian 38 Advisors Llc CRD 342274 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2026 | ☆ | ||
| 30596 | Meridian Atlas Planning, Llc CRD 338687 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/31/2026 | ☆ | ||
| 30597 | Meridian Wealth Group, Llc CRD 342462 | Dade City, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/02/2026 | ☆ | |
| 30598 | Merion Capital Llc CRD 135897 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 03/30/2026 | ☆ | ||
| 30599 | Mexus Advisory L.L.C. CRD 334394 | El Paso, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 06/16/2026 | ☆ | |
| 30600 | Mi4 Capital, Llc CRD 314658 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/04/2026 | ☆ |