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 |
|---|---|---|---|---|---|---|---|---|---|
| 30601 | Michael Bush Financial Services, Llc CRD 312804 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2026 | ☆ | |
| 30602 | Michael Leslie Investments Llc CRD 335648 | Philadelphia, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | |
| 30603 | Microbusiness401 K Advisory Llc CRD 291302 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/04/2021 | ☆ | |
| 30604 | Midfield Private Wealth, Llc CRD 343256 | White Plains, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/24/2026 | ☆ | |
| 30605 | Midwest Asset Management, Inc. CRD 113282 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 30606 | Mifel Capital Partners Llc CRD 342244 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/04/2026 | ☆ | |
| 30607 | Millennial Investors Ltd. Co. CRD 335828 | Mcallen, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | |
| 30608 | Miller Asset Management Llc CRD 342757 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/24/2026 | ☆ | ||
| 30609 | Miller Wealth Management Llc CRD 342288 | Gilbert, AZ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 30610 | Milvian Bridge Advisory Llc CRD 343193 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/06/2026 | ☆ | |
| 30611 | Mindi Financial Llc CRD 342221 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | ||
| 30612 | Mindset Asset Management, Llc CRD 338530 | Indianapolis, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 06/17/2026 | ☆ | |
| 30613 | Mission Advisory Group, Llc CRD 312055 | Fort Worth, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/08/2022 | ☆ | |
| 30614 | Mitchell Kramer Advisors Llc CRD 332162 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/20/2024 | ☆ | ||
| 30615 | Mj Capital Management Llc CRD 340226 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/17/2026 | ☆ | |
| 30616 | Mkx Capital, Llc CRD 340028 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 06/10/2026 | ☆ | ||
| 30617 | Mlw Advisory Services, Llc CRD 339699 | Rockford, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 06/19/2026 | ☆ | |
| 30618 | Mm Advisors, Llc CRD 337688 | Auburn, AL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/17/2026 | ☆ |
| 30619 | Moat Capital Llc CRD 313152 | Omaha, NE | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/18/2026 | ☆ | |
| 30620 | Modoo Strategy Llc CRD 329227 | Great Neck, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/26/2026 | ☆ |
| 30621 | Mogle Financial Solutions Llc CRD 340632 | Littleton, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/20/2026 | ☆ |
| 30622 | Molinar & Co Financial Advocates CRD 338795 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/23/2025 | ☆ | |
| 30623 | Moment Financial Planning, Llc CRD 285798 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 30624 | Momentum Investment Research And Management, Llc CRD 337269 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/24/2025 | ☆ | ||
| 30625 | Monarch Fiduciary, Llc CRD 337645 | Kansas City, MO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | |
| 30626 | Monarch Financial, Llc CRD 328260 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/13/2026 | ☆ | ||
| 30627 | Money Truth Strategic Planning, Inc. CRD 300191 | Orange, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/14/2026 | ☆ |
| 30628 | Monroe Capital Asset Finance Advisors, Llc CRD 341970 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 50 | 05/11/2026 | ☆ | |
| 30629 | Mons Olympus Llc CRD 333673 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/06/2026 | ☆ | |
| 30630 | Montis Management CRD 332940 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/29/2025 | ☆ | |
| 30631 | Montreux Group Llc CRD 338982 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/28/2026 | ☆ | |
| 30632 | Monumental Wealth, Llc CRD 330143 | Hunt Valley, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/20/2024 | ☆ | |
| 30633 | Mount Vernon Financial Llc CRD 340783 | Mount Vernon, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/04/2026 | ☆ | |
| 30634 | Mountain Sky Investments, Llc CRD 342446 | Santa Fe, NM | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/05/2026 | ☆ | |
| 30635 | Mpact Capital Llc CRD 335008 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/19/2026 | ☆ | ||
| 30636 | Mpi Infinite Investors, Llc CRD 337830 | Gilbert, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/07/2026 | ☆ |
| 30637 | Mrbl Management, Llc CRD 332534 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 4 | 06/10/2026 | ☆ |
| 30638 | Multipolar Capital Llc CRD 342193 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/29/2026 | ☆ | |
| 30639 | Munoz Investment Banking Group, Llc CRD 164381 | Arlington, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/17/2025 | ☆ |
| 30640 | Mvo Private Wealth, Llc CRD 342204 | Malvern, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | |
| 30641 | My Advisors Us Llc CRD 343090 | Tustin, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/26/2026 | ☆ | |
| 30642 | My Harvest Field Financial Llc CRD 285443 | Sugar Land, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 05/18/2026 | ☆ |
| 30643 | Mygen Planning Llc CRD 333546 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/05/2026 | ☆ | ||
| 30644 | N CRD 343023 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/31/2026 | ☆ | |
| 30645 | N CRD 339512 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 68 | 07/27/2026 | ☆ | |
| 30646 | N CRD 343012 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/10/2026 | ☆ | ||
| 30647 | N CRD 143002 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 07/23/2026 | ☆ | |
| 30648 | N CRD 341821 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 8 | 07/29/2026 | ☆ | |
| 30649 | N CRD 339622 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/16/2026 | ☆ | ||
| 30650 | N CRD 342656 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 33 | 06/16/2026 | ☆ |