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 |
|---|---|---|---|---|---|---|---|---|---|
| 30751 | Loam Advisory Llc CRD 335731 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 1 | 03/19/2026 | ☆ | |
| 30752 | Lobos Creek Investors Llc CRD 342724 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | |
| 30753 | Lockes Locks, Llc CRD 340842 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/06/2026 | ☆ | ||
| 30754 | Lodestone Fiduciary Llc CRD 344016 | Minnetonka, MN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/25/2026 | ☆ |
| 30755 | Logiq Capital Llc CRD 337680 | Jersey City, NJ | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 09/01/2026 | ☆ |
| 30756 | Long Crest Capital Llc CRD 341281 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/21/2026 | ☆ | |
| 30757 | Longevity Wealth Advisory Llc CRD 343011 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/09/2026 | ☆ | ||
| 30758 | Longship Llc CRD 342196 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/28/2026 | ☆ | |
| 30759 | Longshore Wealth Management Llc CRD 334612 | Highlands, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/17/2025 | ☆ | |
| 30760 | Longview Financial Planning Llc CRD 340996 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/26/2026 | ☆ | ||
| 30761 | Lorum Advisory Llc CRD 344055 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 08/31/2026 | ☆ | |
| 30762 | Loucks & Weaver Financial, Inc. CRD 338876 | Elkhart, IN | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 4 | 06/15/2026 | ☆ | |
| 30763 | Love Wealth Management Llc CRD 338545 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/02/2026 | ☆ | |
| 30764 | Loyal Advisors Llc CRD 319356 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/28/2026 | ☆ | |
| 30765 | Lucas Retirement Group Llc CRD 341225 | Anthem, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/27/2026 | ☆ | |
| 30766 | Lucerna Capital Management Llc CRD 343408 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 08/07/2026 | ☆ | |
| 30767 | Lucid Fp Llc CRD 343677 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/23/2026 | ☆ | ||
| 30768 | Ludgate Capital Llc CRD 342108 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/10/2026 | ☆ | |
| 30769 | Lumbridge Research Llc CRD 337934 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/21/2025 | ☆ | |
| 30770 | Luminous Money Llc CRD 339844 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/26/2026 | ☆ | ||
| 30771 | Luxe Capital Management Inc. CRD 335314 | Elizabeth, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/18/2025 | ☆ |
| 30772 | Lyon Wealth Advisory Llc CRD 335837 | Fresno, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ | |
| 30773 | Lyons View Capital, Llc CRD 324582 | Auburn, AL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 03/26/2026 | ☆ |
| 30774 | Macallen Capital Llc CRD 341240 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | ||
| 30775 | Macdonald Wealth Associates Llc CRD 300318 | Las Vegas, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/31/2026 | ☆ | |
| 30776 | Macmillan Financial Llc CRD 138599 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/09/2025 | ☆ | |
| 30777 | Macroedge Capital, Llc CRD 342916 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/21/2026 | ☆ | ||
| 30778 | Madison Lasalle Advisers Llc CRD 342901 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/16/2026 | ☆ |
| 30779 | Madrone Financial Planning Llc CRD 342440 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/20/2026 | ☆ | ||
| 30780 | Magness Wealth Management Llc CRD 343330 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | ||
| 30781 | Magnus Financials Llc CRD 341239 | Chantilly, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2026 | ☆ | |
| 30782 | Maguire Investment Management, Llc CRD 342525 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/28/2026 | ☆ | ||
| 30783 | Maierhofer, John, Howard CRD 331501 | Stagecoach, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/03/2026 | ☆ | |
| 30784 | Main & Wall Capital Management, Corp CRD 298370 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/22/2024 | ☆ | ||
| 30785 | Mainstreet Advisors, Llc CRD 310795 | San Juan, PR | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 09/03/2020 | ☆ | |
| 30786 | Mako Wealth Group Llc CRD 341865 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/18/2026 | ☆ | ||
| 30787 | Maldonado Financial Llc CRD 339356 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 06/17/2026 | ☆ | ||
| 30788 | Man Advisers Llc CRD 343021 | Boston, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 8 | 07/27/2026 | ☆ | |
| 30789 | Mandarin Advisers, Llc CRD 310354 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30790 | Manitou Capital Management, Inc. CRD 39991 | Frankfort, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 0 | 04/20/2023 | ☆ |
| 30791 | Manzella Financial Llc CRD 340646 | Sterling Heights, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 09/08/2026 | ☆ | |
| 30792 | Maple Grove Wealth, Llc CRD 343452 | Franklin, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 09/02/2026 | ☆ |
| 30793 | Maravi Capital Management, Llc CRD 337908 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2026 | ☆ | ||
| 30794 | Marchi Investments Llc CRD 339767 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/07/2026 | ☆ | |
| 30795 | Margin Advisory Group Llc CRD 341653 | Mount Carmel, IL | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 09/23/2026 | ☆ | |
| 30796 | Margo Financial, Llc CRD 323290 | Investment Adviser · Boutique (under $100M) | $0 | 95 | 0 | 1 | 03/31/2026 | ☆ | |
| 30797 | Marian Investor Coaching, Inc. CRD 152951 | Greenwood, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/13/2026 | ☆ | |
| 30798 | Marquesa Holdings Llc CRD 338176 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/07/2026 | ☆ | ||
| 30799 | Martin Capital Planning Llc CRD 337257 | East Longmeadow, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/07/2025 | ☆ | |
| 30800 | Massari Asset Management Llc CRD 343736 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/06/2026 | ☆ |