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 |
|---|---|---|---|---|---|---|---|---|---|
| 30851 | Moment Financial Planning, Llc CRD 285798 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 30852 | Momentum Investment Research And Management, Llc CRD 337269 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/24/2025 | ☆ | ||
| 30853 | Monarch Fiduciary, Llc CRD 337645 | Kansas City, MO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | |
| 30854 | Monarch Financial, Llc CRD 328260 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/13/2026 | ☆ | ||
| 30855 | Money Truth Strategic Planning, Inc. CRD 300191 | Orange, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/14/2026 | ☆ |
| 30856 | Monroe Capital Asset Finance Advisors, Llc CRD 341970 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 50 | 05/11/2026 | ☆ | |
| 30857 | Mons Olympus Llc CRD 333673 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/06/2026 | ☆ | |
| 30858 | Montis Management CRD 332940 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/29/2025 | ☆ | |
| 30859 | Montreux Group Llc CRD 338982 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/28/2026 | ☆ | |
| 30860 | Monumental Wealth, Llc CRD 330143 | Hunt Valley, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/20/2024 | ☆ | |
| 30861 | Mount Vernon Financial Llc CRD 340783 | Mount Vernon, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/04/2026 | ☆ | |
| 30862 | Mountain Sky Investments, Llc CRD 342446 | Santa Fe, NM | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/05/2026 | ☆ | |
| 30863 | Mpact Capital Llc CRD 335008 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/19/2026 | ☆ | ||
| 30864 | Mpi Infinite Investors, Llc CRD 337830 | Gilbert, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/07/2026 | ☆ |
| 30865 | Mrbl Management, Llc CRD 332534 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 4 | 06/10/2026 | ☆ |
| 30866 | Multipolar Capital Llc CRD 342193 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/18/2026 | ☆ | |
| 30867 | Munoz Investment Banking Group, Llc CRD 164381 | Arlington, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/17/2025 | ☆ |
| 30868 | Museum Park Capital Llc CRD 343287 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/08/2026 | ☆ | |
| 30869 | Mvo Private Wealth, Llc CRD 342204 | Malvern, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | |
| 30870 | My Advisors Us Llc CRD 343090 | Tustin, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/26/2026 | ☆ | |
| 30871 | My Harvest Field Financial Llc CRD 285443 | Sugar Land, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 05/18/2026 | ☆ |
| 30872 | Mygen Planning Llc CRD 333546 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/05/2026 | ☆ | ||
| 30873 | N CRD 338768 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/06/2026 | ☆ | |
| 30874 | N CRD 342656 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 33 | 08/24/2026 | ☆ | ||
| 30875 | N CRD 341998 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 1 | 06/01/2026 | ☆ | |
| 30876 | N CRD 342645 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/26/2026 | ☆ | ||
| 30877 | N CRD 342384 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/29/2026 | ☆ | |
| 30878 | N CRD 335584 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 03/27/2026 | ☆ | |
| 30879 | N CRD 330056 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 16 | 03/31/2026 | ☆ | |
| 30880 | N CRD 305128 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 11 | 03/31/2026 | ☆ | |
| 30881 | N CRD 328782 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 3 | 03/31/2026 | ☆ | |
| 30882 | N CRD 341234 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | ||
| 30883 | N CRD 314367 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 11 | 03/03/2026 | ☆ | |
| 30884 | N CRD 335175 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 20 | 03/12/2026 | ☆ | |
| 30885 | N CRD 310167 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/25/2026 | ☆ | ||
| 30886 | N CRD 340067 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 02/20/2026 | ☆ | |
| 30887 | N CRD 340788 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 02/27/2026 | ☆ | ||
| 30888 | N CRD 338411 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/07/2026 | ☆ | |
| 30889 | N CRD 339265 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 01/09/2026 | ☆ | ||
| 30890 | N CRD 337991 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 01/22/2026 | ☆ | ||
| 30891 | N CRD 335861 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 01/30/2026 | ☆ | ||
| 30892 | N CRD 332719 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 01/09/2026 | ☆ | ||
| 30893 | N CRD 339267 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 01/13/2026 | ☆ | ||
| 30894 | N CRD 114409 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/26/2026 | ☆ | ||
| 30895 | N CRD 338875 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 12/26/2025 | ☆ | |
| 30896 | N CRD 339613 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 12/04/2025 | ☆ | ||
| 30897 | N CRD 339935 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/19/2025 | ☆ | ||
| 30898 | N CRD 339612 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 5 | 12/19/2025 | ☆ | |
| 30899 | N CRD 330276 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/17/2025 | ☆ | ||
| 30900 | N CRD 336659 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 42 | 11/07/2025 | ☆ |