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 |
|---|---|---|---|---|---|---|---|---|---|
| 30901 | N CRD 339626 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 11/16/2025 | ☆ | ||
| 30902 | N CRD 332907 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/19/2025 | ☆ | ||
| 30903 | N CRD 332050 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 11/07/2025 | ☆ | ||
| 30904 | N CRD 337384 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/31/2025 | ☆ | ||
| 30905 | N CRD 337939 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 10/16/2025 | ☆ | |
| 30906 | N CRD 335122 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/03/2025 | ☆ | |
| 30907 | N CRD 334700 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/08/2025 | ☆ | ||
| 30908 | N CRD 338163 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2025 | ☆ | ||
| 30909 | N CRD 337700 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/21/2025 | ☆ | |
| 30910 | N CRD 337852 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/25/2025 | ☆ | ||
| 30911 | N CRD 338323 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 08/19/2025 | ☆ | |
| 30912 | N CRD 108763 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 08/15/2025 | ☆ | ||
| 30913 | N CRD 337798 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/07/2025 | ☆ | |
| 30914 | N CRD 336799 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/14/2025 | ☆ | ||
| 30915 | N CRD 327175 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/17/2025 | ☆ | ||
| 30916 | N CRD 333283 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 9 | 07/01/2025 | ☆ | |
| 30917 | N CRD 332048 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/28/2025 | ☆ | ||
| 30918 | N CRD 327664 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 07/10/2025 | ☆ | |
| 30919 | N CRD 337805 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/11/2025 | ☆ | ||
| 30920 | N CRD 336280 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/03/2025 | ☆ | |
| 30921 | N CRD 336479 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/20/2025 | ☆ | ||
| 30922 | N CRD 335586 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/20/2025 | ☆ | ||
| 30923 | N CRD 336528 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2025 | ☆ | ||
| 30924 | N CRD 334034 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 04/30/2025 | ☆ | ||
| 30925 | N CRD 334264 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 04/09/2025 | ☆ | ||
| 30926 | N CRD 335505 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 04/09/2025 | ☆ | ||
| 30927 | N CRD 334886 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/21/2025 | ☆ | ||
| 30928 | N CRD 317909 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/30/2025 | ☆ | |
| 30929 | N CRD 290350 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 03/24/2025 | ☆ | |
| 30930 | N CRD 332176 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2025 | ☆ | ||
| 30931 | N CRD 334581 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/28/2025 | ☆ | ||
| 30932 | N CRD 312382 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/24/2025 | ☆ | ||
| 30933 | N CRD 325330 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/20/2025 | ☆ | |
| 30934 | N CRD 162340 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 03/11/2025 | ☆ | ||
| 30935 | N CRD 332726 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/05/2025 | ☆ | |
| 30936 | N CRD 299528 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 03/14/2025 | ☆ | ||
| 30937 | N CRD 334839 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 02/11/2025 | ☆ | ||
| 30938 | N CRD 334789 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 24 | 02/05/2025 | ☆ | ||
| 30939 | N CRD 170520 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/30/2025 | ☆ | ||
| 30940 | N CRD 333596 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 01/15/2025 | ☆ | |
| 30941 | N CRD 334263 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 01/10/2025 | ☆ | ||
| 30942 | N CRD 329492 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 11 | 01/08/2025 | ☆ | ||
| 30943 | N CRD 334401 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 01/22/2025 | ☆ | ||
| 30944 | N CRD 334796 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/29/2025 | ☆ | ||
| 30945 | N CRD 334817 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/30/2025 | ☆ | ||
| 30946 | Nantas Llc CRD 336473 | Montevideo, Montevideo | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 04/13/2026 | ☆ |
| 30947 | Naples Private Capital, Llc CRD 341626 | Mooresville, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 9 | 05/11/2026 | ☆ | |
| 30948 | Naples Wealth Advisors, Llc CRD 343247 | Naples, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/25/2026 | ☆ | |
| 30949 | Narstar Llc. CRD 337496 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/30/2026 | ☆ | ||
| 30950 | Naseeb Inc CRD 330409 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 03/26/2026 | ☆ |