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 |
|---|---|---|---|---|---|---|---|---|---|
| 31551 | Tutela Advisory Group Llc CRD 342176 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/09/2026 | ☆ | |
| 31552 | Twenty Four Wealth Ria, Llc CRD 343559 | Darien, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 31 | 09/14/2026 | ☆ | |
| 31553 | Twin Bridges Advisory Llc CRD 343402 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/02/2026 | ☆ |
| 31554 | Two Capital, Llc CRD 334393 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/19/2026 | ☆ | |
| 31555 | Tyus Financial Group Llc CRD 331455 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/30/2024 | ☆ | |
| 31556 | Uk Pension Transfer Llc CRD 164488 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2012 | ☆ | ||
| 31557 | Ullman Investment Counsel Llc CRD 342915 | Toronto, Ontario | Investment Adviser · Boutique (under $100M) | $0 | 0 | 10 | 09/16/2026 | ☆ | |
| 31558 | Ultra Capital Management Llc CRD 339458 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 06/28/2026 | ☆ | |
| 31559 | Unclipped Capital Llc CRD 343374 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/17/2026 | ☆ | |
| 31560 | United Advisors Investment Management, Llc CRD 164908 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/31/2026 | ☆ | |
| 31561 | Upkeep Financial Llc CRD 313221 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/24/2021 | ☆ | |
| 31562 | Upp Management, Lp CRD 342664 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 316 | 05/19/2026 | ☆ |
| 31563 | Us Financial Planners, Llc CRD 337484 | Asheville, NC | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 7 | 04/14/2026 | ☆ |
| 31564 | Vaarco Financial, Llc CRD 128387 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/05/2024 | ☆ | ||
| 31565 | Valence Advisory Llc. CRD 343167 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 09/10/2026 | ☆ | ||
| 31566 | Valence Wealth, Llc CRD 343126 | Scottsdale, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/21/2026 | ☆ |
| 31567 | Valle Financial Group Inc. CRD 324947 | Doral, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/19/2026 | ☆ | |
| 31568 | Valley Center Advisors Llc CRD 324084 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/06/2026 | ☆ | |
| 31569 | Valor Capital Management Llc CRD 336472 | Easton, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/16/2026 | ☆ | |
| 31570 | Valora Investment Group Llc CRD 339001 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/23/2026 | ☆ | |
| 31571 | Value Financial Partners Llc CRD 338248 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/16/2026 | ☆ | ||
| 31572 | Van Ham Wealth Management Llc CRD 343057 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/17/2026 | ☆ | ||
| 31573 | Van Soldat Wealth Llc CRD 343130 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/03/2026 | ☆ | ||
| 31574 | Vanik Capital Llc CRD 338232 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/14/2026 | ☆ | |
| 31575 | Vantalith Wealth Management, Llc CRD 342746 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | ||
| 31576 | Vantheon Llc CRD 341821 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 8 | 08/26/2026 | ☆ |
| 31577 | Vardell Strategies Llc CRD 341932 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/21/2026 | ☆ | ||
| 31578 | Variety Ria Llc CRD 337819 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/17/2025 | ☆ | ||
| 31579 | Vaughan Family Financial, Llc CRD 326452 | Huntsville, AL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | |
| 31580 | Vcm Wealth Advisors Llc CRD 337299 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | ||
| 31581 | Vector Dynamics Wealth Management P.L.L.C CRD 342038 | Mesa, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/29/2026 | ☆ |
| 31582 | Vector3 Wealth Management CRD 343072 | San Diego, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | |
| 31583 | Vector7 Capital Inc. CRD 341471 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/23/2026 | ☆ | |
| 31584 | Vega Wealth Llc CRD 341068 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/19/2026 | ☆ | ||
| 31585 | Velara Wealth Management Inc. CRD 342735 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/25/2026 | ☆ | |
| 31586 | Velouria Capital Management Llc CRD 166377 | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 05/05/2022 | ☆ | |
| 31587 | Verdara Ppp Llc CRD 339710 | Tampa, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/15/2026 | ☆ | |
| 31588 | Verify Wealth Llc CRD 341678 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/17/2026 | ☆ | ||
| 31589 | Veritable Financials Llc CRD 341210 | Philadelphia, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/02/2026 | ☆ |
| 31590 | Vertex Investments Group Llc. CRD 334177 | Murrieta, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/08/2026 | ☆ | |
| 31591 | Vertical Investments, Llc CRD 154953 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 3 | 08/17/2026 | ☆ | |
| 31592 | Vessel Financial Planning Llc CRD 338596 | Plano, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | |
| 31593 | Vessel Wealth Partners Llc CRD 343180 | Mendota Heights, MN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/27/2026 | ☆ | |
| 31594 | Vested Legacy Wealth Management, L.P. CRD 174462 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/26/2026 | ☆ |
| 31595 | Vestted, Llc. CRD 339140 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/24/2026 | ☆ | |
| 31596 | Vet Fa Llc CRD 342859 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/11/2026 | ☆ | ||
| 31597 | Vetoshko Wealth Management CRD 343621 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | ||
| 31598 | Vi Bhakti Ventures CRD 338344 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 31599 | Vibrance Wealth Management Llc CRD 343209 | Cupertino, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 31600 | Victus Wealth Management, Llc CRD 342307 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ |