Investment advisers
44,659 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 |
|---|---|---|---|---|---|---|---|---|---|
| 31251 | Trueline Wealth Group, Llc CRD 342570 | Hattiesburg, MS | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 06/30/2026 | ☆ | |
| 31252 | Truestar Financial Partners Llc CRD 336223 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/20/2026 | ☆ | ||
| 31253 | Truevector Wealth Advisors CRD 339522 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/15/2026 | ☆ | ||
| 31254 | Turgeon & Co Llc CRD 339853 | Johnson City, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/27/2026 | ☆ |
| 31255 | Tutela Advisory Group Llc CRD 342176 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/09/2026 | ☆ | |
| 31256 | Twenty Four Wealth Ria, Llc CRD 343559 | Darien, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 31 | 08/14/2026 | ☆ | |
| 31257 | Twin Bridges Advisory Llc CRD 343402 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/02/2026 | ☆ |
| 31258 | Two Capital, Llc CRD 334393 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/19/2026 | ☆ | |
| 31259 | Tyr Securities Llc CRD 339837 | Arlington, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/09/2026 | ☆ | |
| 31260 | Tyus Financial Group Llc CRD 331455 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/30/2024 | ☆ | |
| 31261 | Uk Pension Transfer Llc CRD 164488 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2012 | ☆ | ||
| 31262 | Ultra Capital Management Llc CRD 339458 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 06/28/2026 | ☆ | |
| 31263 | Uncharted Wave Wealth Advisors Llc CRD 343228 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/15/2026 | ☆ | ||
| 31264 | Unclipped Capital Llc CRD 343374 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/17/2026 | ☆ | |
| 31265 | United Advisors Investment Management, Llc CRD 164908 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/31/2026 | ☆ | |
| 31266 | Upkeep Financial Llc CRD 313221 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/24/2021 | ☆ | |
| 31267 | Upp Management, Lp CRD 342664 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 316 | 05/19/2026 | ☆ |
| 31268 | Us Financial Planners, Llc CRD 337484 | Asheville, NC | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 7 | 04/14/2026 | ☆ |
| 31269 | Usonia Advisory Group, Llc CRD 341550 | Briarcliff Manor, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/10/2026 | ☆ | |
| 31270 | Vaarco Financial, Llc CRD 128387 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/05/2024 | ☆ | ||
| 31271 | Valen Private Capital, Llc. CRD 342364 | Paoli, PA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 3 | 06/10/2026 | ☆ | |
| 31272 | Valence Wealth, Llc CRD 343126 | Scottsdale, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/24/2026 | ☆ |
| 31273 | Valle Financial Group Inc. CRD 324947 | Doral, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/19/2026 | ☆ | |
| 31274 | Valley Center Advisors Llc CRD 324084 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/06/2026 | ☆ | |
| 31275 | Valor Capital Management Llc CRD 336472 | Easton, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/16/2026 | ☆ | |
| 31276 | Valora Investment Group Llc CRD 339001 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/23/2026 | ☆ | |
| 31277 | Value Financial Partners Llc CRD 338248 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/16/2026 | ☆ | ||
| 31278 | Van Ham Wealth Management Llc CRD 343057 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/17/2026 | ☆ | ||
| 31279 | Vance Financial Planning, Llc CRD 339416 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/10/2026 | ☆ | ||
| 31280 | Vanik Capital Llc CRD 338232 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/14/2026 | ☆ | |
| 31281 | Vantalith Wealth Management, Llc CRD 342746 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | ||
| 31282 | Vardell Strategies Llc CRD 341932 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/21/2026 | ☆ | ||
| 31283 | Variety Ria Llc CRD 337819 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/17/2025 | ☆ | ||
| 31284 | Vaughan Family Financial, Llc CRD 326452 | Huntsville, AL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | |
| 31285 | Vcm Wealth Advisors Llc CRD 337299 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/22/2026 | ☆ | ||
| 31286 | Vectis Capital Llc CRD 342378 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 06/23/2026 | ☆ | ||
| 31287 | Vector Dynamics Wealth Management P.L.L.C CRD 342038 | Mesa, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/12/2026 | ☆ |
| 31288 | Vector3 Wealth Management CRD 343072 | San Diego, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | |
| 31289 | Vega Wealth Llc CRD 341068 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/19/2026 | ☆ | ||
| 31290 | Velara Wealth Management Inc. CRD 342735 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/25/2026 | ☆ | |
| 31291 | Velouria Capital Management Llc CRD 166377 | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 05/05/2022 | ☆ | |
| 31292 | Veneroso Wealth Management Inc. CRD 342014 | Woodbury, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/21/2026 | ☆ | |
| 31293 | Verdara Ppp Llc CRD 339710 | Tampa, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/15/2026 | ☆ | |
| 31294 | Verify Wealth Llc CRD 341678 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/17/2026 | ☆ | ||
| 31295 | Veritable Financials Llc CRD 341210 | Philadelphia, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/02/2026 | ☆ |
| 31296 | Vertex Investments Group Llc. CRD 334177 | Murrieta, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/08/2026 | ☆ | |
| 31297 | Vertical Investments, Llc CRD 154953 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 3 | 08/17/2026 | ☆ | |
| 31298 | Vessel Financial Planning Llc CRD 338596 | Plano, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | |
| 31299 | Vested Legacy Wealth Management, L.P. CRD 174462 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/26/2026 | ☆ |
| 31300 | Vestted, Llc. CRD 339140 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/24/2026 | ☆ |