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 |
|---|---|---|---|---|---|---|---|---|---|
| 30801 | Matienzo Maurer, Juan CRD 343279 | San Andres Cholula, Puebla | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 30802 | Mav Wealth, Llc CRD 341886 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/30/2026 | ☆ | ||
| 30803 | Maverick Thomas Capital Llc CRD 342921 | Boca Raton, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 10/05/2026 | ☆ | |
| 30804 | Maveriq Capital Group Llc CRD 344599 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 12 | 09/23/2026 | ☆ | ||
| 30805 | Mavs Wealth Management Group, Llc CRD 337364 | St. Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/01/2026 | ☆ |
| 30806 | Mccarthy, John, F CRD 316854 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/13/2026 | ☆ | ||
| 30807 | Mcgorman Wealth Management, Llc CRD 339524 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ | ||
| 30808 | Mcguire Financial Services Group CRD 135569 | San Francisco, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 04/08/2026 | ☆ | |
| 30809 | Mchenry Investments, Llc CRD 339628 | Beaver, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/24/2026 | ☆ |
| 30810 | Mcvane Advisory Services, Llc CRD 341524 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/27/2026 | ☆ | ||
| 30811 | Md Advice Financial CRD 329583 | Holt, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/06/2024 | ☆ | |
| 30812 | Mdkb Holdings, Llc CRD 339804 | Bellville, TX | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/11/2026 | ☆ | |
| 30813 | Measured Horizon Wealth Llc CRD 343510 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/31/2026 | ☆ | ||
| 30814 | Measured Path Capital, Llc. CRD 338672 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/21/2026 | ☆ | |
| 30815 | Mebanewood Management Llc CRD 339448 | Nashville, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/17/2026 | ☆ | |
| 30816 | Medvest Wealth Management, Llc CRD 322662 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/18/2026 | ☆ | ||
| 30817 | Melo Out Financial, Llc CRD 338179 | Patterson, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | |
| 30818 | Mendlstein Capital Holdings Llc CRD 338278 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/28/2026 | ☆ | ||
| 30819 | Menominee Capital Llc CRD 304965 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/26/2025 | ☆ |
| 30820 | Mercator Investment Management Llc CRD 296809 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 04/03/2026 | ☆ | |
| 30821 | Merels Capital, Llc CRD 339181 | Westminster, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/25/2026 | ☆ | |
| 30822 | Meridian 38 Advisors Llc CRD 342274 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2026 | ☆ | ||
| 30823 | Meridian Atlas Planning, Llc CRD 338687 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/31/2026 | ☆ | ||
| 30824 | Meridian Wealth Group, Llc CRD 342462 | Dade City, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/04/2026 | ☆ | |
| 30825 | Merion Capital Llc CRD 135897 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 03/30/2026 | ☆ | ||
| 30826 | Mexus Advisory L.L.C. CRD 334394 | El Paso, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 06/16/2026 | ☆ | |
| 30827 | Mi4 Capital, Llc CRD 314658 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/04/2026 | ☆ | |
| 30828 | Michael Bush Financial Services, Llc CRD 312804 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2026 | ☆ | |
| 30829 | Michael Leslie Investments Llc CRD 335648 | Philadelphia, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | |
| 30830 | Microbusiness401 K Advisory Llc CRD 291302 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/04/2021 | ☆ | |
| 30831 | Midfield Private Wealth, Llc CRD 343256 | White Plains, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/24/2026 | ☆ | |
| 30832 | Midwest Asset Management, Inc. CRD 113282 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 30833 | Mifel Capital Partners Llc CRD 342244 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/18/2026 | ☆ | |
| 30834 | Millennial Investors Ltd. Co. CRD 335828 | Mcallen, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | |
| 30835 | Miller Asset Management Llc CRD 342757 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/24/2026 | ☆ | ||
| 30836 | Miller Wealth Management Llc CRD 342942 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/15/2026 | ☆ | ||
| 30837 | Milvian Bridge Advisory Llc CRD 343193 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/06/2026 | ☆ | |
| 30838 | Mindi Financial Llc CRD 342221 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | ||
| 30839 | Mindset Asset Management, Llc CRD 338530 | Indianapolis, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 08/26/2026 | ☆ | |
| 30840 | Mirror Advisers Llc CRD 344604 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/18/2026 | ☆ | |
| 30841 | Mission Advisory Group, Llc CRD 312055 | Fort Worth, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/08/2022 | ☆ | |
| 30842 | Mitchell Kramer Advisors Llc CRD 332162 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/20/2024 | ☆ | ||
| 30843 | Mj Capital Management Llc CRD 340226 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/23/2026 | ☆ | ||
| 30844 | Mkx Capital, Llc CRD 340028 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/09/2026 | ☆ | ||
| 30845 | Mlw Advisory Services, Llc CRD 339699 | Rockford, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 06/19/2026 | ☆ | |
| 30846 | Mm Advisors, Llc CRD 337688 | Auburn, AL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/17/2026 | ☆ |
| 30847 | Moat Capital Llc CRD 313152 | Omaha, NE | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/18/2026 | ☆ | |
| 30848 | Modoo Strategy Llc CRD 329227 | Great Neck, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/26/2026 | ☆ |
| 30849 | Mogle Financial Solutions Llc CRD 340632 | Littleton, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/20/2026 | ☆ |
| 30850 | Molinar & Co Financial Advocates CRD 338795 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/23/2025 | ☆ |