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 |
|---|---|---|---|---|---|---|---|---|---|
| 31601 | Vignec Financial Llc CRD 339711 | Seattle, WA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/19/2026 | ☆ |
| 31602 | Vigness Advisory Llc CRD 333849 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/01/2026 | ☆ | ||
| 31603 | Vindex Capital Management, Llc CRD 341633 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | ||
| 31604 | Vindicta Investment Advisors Llc CRD 334366 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/29/2025 | ☆ | ||
| 31605 | Virescent Financial Llc CRD 339464 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/10/2026 | ☆ | |
| 31606 | Vision Wealth Advisory, Llc CRD 330019 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/14/2024 | ☆ | |
| 31607 | Visionary Wealth Partners Llc CRD 327490 | San Antonio, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/10/2025 | ☆ |
| 31608 | Vital Wealth Strategy, Llc CRD 343055 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/09/2026 | ☆ | ||
| 31609 | Vitesse One Wealth Llc CRD 343089 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2026 | ☆ | ||
| 31610 | Vocare Wealth Advisors Llc CRD 344366 | Reston, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/02/2026 | ☆ | |
| 31611 | Volsurface Capital Management, Llc CRD 198514 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/25/2025 | ☆ | |
| 31612 | Von Blucher Capital Llc CRD 339837 | Arlington, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/09/2026 | ☆ | |
| 31613 | Vortalis Wealth Management Llc CRD 340582 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/12/2026 | ☆ | ||
| 31614 | Voska Wealth Llc CRD 341574 | Rancho Cordova, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 31615 | Voyage Point Wealth Management, Llc. CRD 341647 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | ||
| 31616 | Voyage Wealth Management, Llc CRD 339544 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/21/2026 | ☆ | |
| 31617 | Vt Partners Ag CRD 340456 | Freienbach, Schwyz | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 06/01/2026 | ☆ |
| 31618 | Vwa Llc CRD 339237 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/03/2026 | ☆ | ||
| 31619 | W.B. Edwards Llc CRD 343080 | Knoxville, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/01/2026 | ☆ | |
| 31620 | W1 Wealth Llc CRD 327293 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 10/02/2026 | ☆ | ||
| 31621 | Wagner Wealth Management, Pllc CRD 340472 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/18/2026 | ☆ | ||
| 31622 | Waldo.Ai, Inc. CRD 336723 | New Haven, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/15/2026 | ☆ | |
| 31623 | Walker Legacy Investments Llc CRD 335811 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/14/2026 | ☆ | ||
| 31624 | Wall St Llc CRD 300908 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/20/2024 | ☆ | |
| 31625 | Wallace Wealth Advisory, Inc. CRD 342291 | Jamaica, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/18/2026 | ☆ |
| 31626 | Watch Hill Financial Inc CRD 343646 | Richmond, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/17/2026 | ☆ | |
| 31627 | Wealth Advisory Lab Llc CRD 323472 | Newport Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ |
| 31628 | Wealth Alignment Partners, Llc CRD 338039 | Honolulu, HI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/10/2026 | ☆ | |
| 31629 | Wealth And Plan Llc CRD 339344 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/06/2026 | ☆ | ||
| 31630 | Wealth Forward Advisors Llc CRD 337462 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/22/2026 | ☆ | |
| 31631 | Wealth Management Group Of Georgia Llc CRD 309376 | Marietta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/23/2024 | ☆ | |
| 31632 | Wealthridge Investments Llc CRD 339576 | Burr Ridge, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | |
| 31633 | Wealthrise, Inc. CRD 343585 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | ||
| 31634 | Wealthtrace Advisors, Inc. CRD 344704 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/26/2026 | ☆ | ||
| 31635 | Welch Private Wealth CRD 342657 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/28/2026 | ☆ | |
| 31636 | Wellesley Hills Capital Corporation CRD 307068 | Newton, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/16/2026 | ☆ | |
| 31637 | Wellsage Wealth Management Llc CRD 339550 | Northville, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/24/2025 | ☆ |
| 31638 | Wentworth Wealth Group, Llc CRD 342354 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/30/2026 | ☆ | ||
| 31639 | Wesley K. Brown Llc CRD 306189 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/02/2019 | ☆ | ||
| 31640 | West Village Wealth Llc CRD 343329 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/01/2026 | ☆ | ||
| 31641 | Westbrook Investment Advisory, Llc CRD 313175 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/30/2021 | ☆ | |
| 31642 | Westcenter Advisors Ltd CRD 291541 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/14/2022 | ☆ | |
| 31643 | Westerfield, Peter CRD 171248 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/27/2026 | ☆ | ||
| 31644 | Westmoor Wealth Llc CRD 338390 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/08/2026 | ☆ | ||
| 31645 | Westport Advisory Llc CRD 340749 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | ||
| 31646 | Wexler Enterprises, Llc CRD 310728 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/11/2026 | ☆ | ||
| 31647 | Wheel Advisors Llc CRD 338450 | Oak Park, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/20/2026 | ☆ | |
| 31648 | Wheeler Financial Services, Llc CRD 341295 | San Jose, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/19/2026 | ☆ |
| 31649 | Whicker Wealth Management, Llc CRD 339786 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/02/2025 | ☆ | ||
| 31650 | Whisper Wealth Advisors Llc CRD 339118 | Temple, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/24/2025 | ☆ |