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 |
|---|---|---|---|---|---|---|---|---|---|
| 31151 | Radius Capital Management, Llc CRD 341631 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 06/16/2026 | ☆ | ||
| 31152 | Raijin Ai, Inc. CRD 342079 | Brooklyn, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 10/04/2026 | ☆ | |
| 31153 | Rainbrook Capital Llc CRD 341512 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/28/2026 | ☆ | ||
| 31154 | Rainey Wealth Management Llc CRD 339511 | Salt Lake City, UT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2026 | ☆ | |
| 31155 | Ralston Advisors Llc CRD 343780 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/23/2026 | ☆ | |
| 31156 | Ram Insurance Agency, Llc CRD 343608 | Highland, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/09/2026 | ☆ | |
| 31157 | Rampart Asset Management Llc CRD 168549 | Stamford, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 04/20/2026 | ☆ |
| 31158 | Ramsey Smith Advisors, Llc CRD 342833 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/27/2026 | ☆ | ||
| 31159 | Randa Strategies Llc CRD 322339 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 03/02/2026 | ☆ | ||
| 31160 | Raven Point Wealth Management, Llc CRD 343835 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | ||
| 31161 | Raven Wealth Advisors, Llc CRD 339849 | Pasadena, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 31162 | Ravine Road Advisors Llc CRD 328051 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/06/2023 | ☆ | ||
| 31163 | Rbg Capital Llc CRD 343318 | Scottsdale, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 31164 | Rcf Asset Management Group 3, Llc CRD 312212 | Studio City, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 9 | 03/31/2026 | ☆ | |
| 31165 | Rcf Asset Management Group 4, Llc CRD 326500 | Studio City, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 9 | 03/31/2026 | ☆ | |
| 31166 | Rea Investments, Llc CRD 333577 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | ||
| 31167 | Read Financial Services Llc CRD 339527 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/21/2026 | ☆ | ||
| 31168 | Real Advisers Llc Ria Series CRD 309221 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/28/2025 | ☆ |
| 31169 | Reap Asset Management Llc CRD 339003 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | ||
| 31170 | Recalibrating Wealth Llc CRD 338413 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/26/2026 | ☆ | ||
| 31171 | Reciprocal Wealth, Llc CRD 342207 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/14/2026 | ☆ | ||
| 31172 | Recker Capital Management Llc CRD 342622 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | ||
| 31173 | Red River Capital Llc CRD 341266 | Parma, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/12/2026 | ☆ |
| 31174 | Reese Legacy Capital, Llc CRD 343173 | East Petersburg, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2026 | ☆ | |
| 31175 | Reframe Wealth Strategies, Llc CRD 342078 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 31176 | Reg Davis Investments, Llc CRD 296924 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 0 | 09/29/2026 | ☆ | |
| 31177 | Regenesys Capital Management Llc CRD 337526 | New York, NY | Trust Company · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/04/2026 | ☆ |
| 31178 | Regents Wealth Management, Llc CRD 340798 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/11/2026 | ☆ | ||
| 31179 | Reges Wealth Management Llc CRD 343152 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/31/2026 | ☆ | ||
| 31180 | Regfi Usa, Llc CRD 342345 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 4 | 08/13/2026 | ☆ |
| 31181 | Regiment Capital Advisors, Llc CRD 339622 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/25/2026 | ☆ | |
| 31182 | Reik Wealth Management, Inc. CRD 340485 | Lakewood Ranch, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 31183 | Reliance Asset Management Llc CRD 340818 | Davison, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 04/23/2026 | ☆ | |
| 31184 | Reliant Investment Management CRD 328754 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/11/2025 | ☆ |
| 31185 | Remloe Capital Llc CRD 339477 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/08/2026 | ☆ | |
| 31186 | Remnant Wealth Llc CRD 339551 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/11/2026 | ☆ | ||
| 31187 | Resettle Wealth, Llc CRD 340812 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/30/2026 | ☆ | ||
| 31188 | Retire Lab Llc CRD 340070 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/23/2026 | ☆ | ||
| 31189 | Retire Wise, Llc CRD 344333 | Lawrenceville, GA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | |
| 31190 | Retirement Wealth Advisors, Llc CRD 300419 | Cape Coral, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 02/13/2024 | ☆ | |
| 31191 | Retirevest Financial, Llc CRD 335771 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/22/2025 | ☆ | |
| 31192 | Reveille Retirement Group Llc CRD 343380 | Rockland, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/14/2026 | ☆ | |
| 31193 | Revel Wealth Partners Llc CRD 342660 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/13/2026 | ☆ | ||
| 31194 | Revival Wealth Management CRD 334899 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/12/2025 | ☆ | ||
| 31195 | Rex Consulting, Llc CRD 339152 | Seven Fields, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/07/2026 | ☆ | |
| 31196 | Rexcrux, Inc. CRD 342577 | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 1 | 07/20/2026 | ☆ | |
| 31197 | Rg Advisory CRD 344304 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/02/2026 | ☆ | ||
| 31198 | Rhodeway Financial CRD 323707 | Providence, RI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/19/2026 | ☆ |
| 31199 | Ria Group, Llc CRD 343724 | Des Moines, IA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 09/02/2026 | ☆ | |
| 31200 | Rickard Investment Consulting, Llc CRD 339941 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/12/2026 | ☆ |