Investment advisers
45,220 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 |
|---|---|---|---|---|---|---|---|---|---|
| 30601 | Integrated Financial Strategies, Llc CRD 165007 | Fort Lauderdale, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 08/28/2026 | ☆ |
| 30602 | Integrated Wealth Strategies, Llc CRD 342632 | Lone Tree, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/04/2026 | ☆ | |
| 30603 | Integrity Investment Management, Inc. CRD 289080 | Hoffman Estates, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/11/2017 | ☆ | |
| 30604 | Integrity Investment Portfolios Llc CRD 340113 | Downey, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/02/2026 | ☆ |
| 30605 | Integrity Wealth Management Nc, Llc CRD 334459 | Cary, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/16/2026 | ☆ | |
| 30606 | Intentional Wealth Advisors, Llc CRD 343113 | Brentwood, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/15/2026 | ☆ |
| 30607 | Interchange Advisers Llc CRD 338973 | Vancouver, WA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/01/2026 | ☆ | |
| 30608 | Internet Securities, Incorporated CRD 102800 | Oakland, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30609 | Interstellar Wealth Llc CRD 342280 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2026 | ☆ | ||
| 30610 | Investegrity Llc CRD 322946 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | ||
| 30611 | Investment Consulting Services, Llc CRD 122064 | Lombard, IL | Investment Adviser · Boutique (under $100M) | $0 | 73 | 0 | 3 | 02/06/2026 | ☆ |
| 30612 | Investorbloc Llc CRD 339421 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/14/2026 | ☆ | ||
| 30613 | Investoria Inc. CRD 344482 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/15/2026 | ☆ | |
| 30614 | Invictus Financial Services Llc CRD 340343 | Wyoming, PA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 02/26/2026 | ☆ | |
| 30615 | Inviscid Technologies Inc. CRD 343561 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/17/2026 | ☆ | |
| 30616 | Iolite Asset Management, Llc CRD 338911 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 03/24/2026 | ☆ | |
| 30617 | Iron Branch Wealth Llc CRD 338597 | Ann Arbor, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/31/2026 | ☆ | |
| 30618 | Iron Horse Asset Management Llc CRD 343529 | Neenah, WI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | |
| 30619 | Ironclad Income Strategies Llc CRD 341056 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/25/2026 | ☆ | ||
| 30620 | Ironwood Investment Group Llc CRD 339128 | Hereford, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/28/2026 | ☆ | |
| 30621 | Island Insight Wealth Llc CRD 342269 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/03/2026 | ☆ | |
| 30622 | Isq Capital Llc CRD 340355 | King Of Prussia, PA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 4 | 02/02/2026 | ☆ | |
| 30623 | Itaxandinvestments Inc CRD 338765 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 30624 | Iwm New York Inc. CRD 334984 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 01/05/2026 | ☆ | |
| 30625 | Izett & Associates, Llc CRD 337321 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/13/2025 | ☆ | |
| 30626 | J I Medina Investments, Llc CRD 226663 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/18/2026 | ☆ | ||
| 30627 | J. Leigh Capital Management, Llc CRD 343931 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/21/2026 | ☆ | ||
| 30628 | J.M. Hite Financial Llc CRD 339473 | Troy, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | |
| 30629 | Jacobs Investment Management, Llc CRD 322796 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/30/2026 | ☆ | |
| 30630 | Jacquelineplans, Llc CRD 329932 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 03/16/2026 | ☆ |
| 30631 | Jaeger Wealth Advisors Llc CRD 341243 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ | ||
| 30632 | James J. Waters CRD 322885 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/21/2023 | ☆ | |
| 30633 | Jarombek Capital Llc CRD 337952 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/06/2025 | ☆ | |
| 30634 | Javier, Dominic Hilario, Espiritu CRD 337314 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 07/13/2026 | ☆ | ||
| 30635 | Jensen Capital Asset Management, Llc CRD 226609 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 02/03/2026 | ☆ | ||
| 30636 | Jesurun Wealth Advisors Llc CRD 341695 | Bonita Springs, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/01/2026 | ☆ | |
| 30637 | Jhanti Financial Inc. CRD 165335 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/23/2024 | ☆ | |
| 30638 | Jm Financial Private Wealth, Inc. CRD 341113 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 06/08/2026 | ☆ | |
| 30639 | Jmd Financial Planning Inc. CRD 340513 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/07/2026 | ☆ | ||
| 30640 | Joe Allen, Llc CRD 342928 | Prescott, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/02/2026 | ☆ | |
| 30641 | John 15:13 Financial Llc CRD 342073 | Sarasota, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | |
| 30642 | John Elliott Wealth Management Llc CRD 339255 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | ||
| 30643 | John Funderburk, Llc CRD 337294 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/16/2026 | ☆ | |
| 30644 | John W. Tympanick CRD 122446 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2026 | ☆ | ||
| 30645 | John Winston Booth CRD 335113 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/17/2025 | ☆ | |
| 30646 | Johnson's Capital Partners Corporation CRD 329331 | Los Angeles, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/26/2026 | ☆ |
| 30647 | Joint Financial Llc CRD 340730 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/17/2026 | ☆ | ||
| 30648 | Jones & Company Wealth Advisory, Llc CRD 322471 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/20/2026 | ☆ | ||
| 30649 | Jos Planning Firm Llc CRD 331432 | Fort Worth, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/15/2026 | ☆ |
| 30650 | Joski Financial Llc CRD 342383 | Star, ID | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ |