Investment advisers
45,185 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 |
|---|---|---|---|---|---|---|---|---|---|
| 16651 | Evergreen Wealth Advisors, Inc. CRD 136947 | Wealth Manager · Boutique (under $100M) | $96.8M | 26 | 102 | 1 | 03/19/2026 | ☆ | |
| 16652 | Rvx Asset Management Llc CRD 282804 | Aventura, FL | Investment Adviser · Boutique (under $100M) | $96.8M | 2 | 3 | 4 | 02/24/2026 | ☆ |
| 16653 | Brayton, Nathanael Rotch CRD 130269 | Boston, MA | Wealth Manager · Boutique (under $100M) | $96.8M | 19 | 19 | 1 | 03/27/2026 | ☆ |
| 16654 | Heinz & Associates, Inc. CRD 127460 | Atlanta, GA | Insurance-Affiliated · Boutique (under $100M) | $96.8M | 68 | 184 | 3 | 03/26/2026 | ☆ |
| 16655 | Uob Global Capital Llc CRD 160659 | New York, NY | Private Fund Manager · Boutique (under $100M) | $96.8M | 3 | 3 | 7 | 03/28/2026 | ☆ |
| 16656 | Money Script Wealth Management, Pllc CRD 286134 | Insurance-Affiliated · Boutique (under $100M) | $96.8M | 312 | 1,020 | 11 | 03/08/2026 | ☆ | |
| 16657 | Optimist Capital Llc CRD 292023 | Palm Beach Gardens, FL | Wealth Manager · Boutique (under $100M) | $96.7M | 70 | 70 | 4 | 01/07/2026 | ☆ |
| 16658 | Morgan Kenwood Advisors, Llc CRD 128322 | Greendale, WI | Wealth Manager · Boutique (under $100M) | $96.7M | 218 | 674 | 2 | 04/28/2025 | ☆ |
| 16659 | Scott Conyers Capital Management, Inc. CRD 136549 | Wealth Manager · Boutique (under $100M) | $96.7M | 27 | 27 | 1 | 08/10/2026 | ☆ | |
| 16660 | Ck Advisors, Llc CRD 140062 | Wealth Manager · Boutique (under $100M) | $96.7M | 40 | 47 | 2 | 03/25/2026 | ☆ | |
| 16661 | Norwood Economics, Inc. CRD 282079 | Fishers, IN | Wealth Manager · Boutique (under $100M) | $96.6M | 144 | 144 | 4 | 06/01/2026 | ☆ |
| 16662 | Xlm Capital Management, Llc CRD 129869 | Dexter, MI | Wealth Manager · Boutique (under $100M) | $96.5M | 24 | 73 | 1 | 03/23/2026 | ☆ |
| 16663 | Vulpes Investment Management Private Limited CRD 161048 | Singapore | Private Fund Manager · Boutique (under $100M) | $96.5M | 4 | 4 | 8 | 03/30/2026 | ☆ |
| 16664 | Wingo Asset Management, Llc CRD 306099 | Shreveport, LA | Wealth Manager · Boutique (under $100M) | $96.5M | 211 | 217 | 2 | 03/24/2026 | ☆ |
| 16665 | Palermo Wealth Management, Llc CRD 160031 | Wealth Manager · Boutique (under $100M) | $96.5M | 129 | 508 | 1 | 01/29/2026 | ☆ | |
| 16666 | Spectrum Wealth Management, Llc CRD 144164 | Wealth Manager · Boutique (under $100M) | $96.5M | 224 | 396 | 2 | 04/08/2026 | ☆ | |
| 16667 | The Holland Group, Inc. CRD 135294 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $96.4M | 128 | 128 | 3 | 05/22/2026 | ☆ |
| 16668 | The Blakeley Group, Inc. CRD 150066 | Santa Clara, CA | Wealth Manager · Boutique (under $100M) | $96.4M | 107 | 316 | 4 | 03/09/2026 | ☆ |
| 16669 | Niles Asset Management, Inc. CRD 107603 | Wealth Manager · Boutique (under $100M) | $96.4M | 404 | 404 | 3 | 03/31/2026 | ☆ | |
| 16670 | Linden Rose Investment Llc CRD 282886 | Wealth Manager · Boutique (under $100M) | $96.4M | 96 | 96 | 2 | 01/22/2026 | ☆ | |
| 16671 | Bison Financial Group, Llc CRD 325190 | Creve Coeur, MO | Insurance-Affiliated · Boutique (under $100M) | $96.4M | 275 | 690 | 4 | 07/06/2026 | ☆ |
| 16672 | Avid Wealth Management Group, Llc CRD 125810 | Atlanta, GA | Insurance-Affiliated · Boutique (under $100M) | $96.4M | 86 | 122 | 2 | 03/24/2026 | ☆ |
| 16673 | P38 Enterprises, Inc. CRD 135325 | Wealth Manager · Boutique (under $100M) | $96.3M | 83 | 189 | 1 | 07/07/2026 | ☆ | |
| 16674 | James A Schmidt, Inc. CRD 142302 | Fargo, ND | Wealth Manager · Boutique (under $100M) | $96.3M | 68 | 175 | 4 | 02/17/2026 | ☆ |
| 16675 | Israel Investment Advisors, Llc CRD 153952 | Denver, CO | Private Fund Manager · Boutique (under $100M) | $96.3M | 5 | 8 | 4 | 03/23/2026 | ☆ |
| 16676 | Pacific Wealth Advisory Services Llc CRD 330888 | Danville, CA | Wealth Manager · Boutique (under $100M) | $96.3M | 223 | 532 | 2 | 02/19/2026 | ☆ |
| 16677 | Atis, Inc CRD 148274 | Highland, IN | Insurance-Affiliated · Boutique (under $100M) | $96.3M | 229 | 229 | 4 | 01/12/2026 | ☆ |
| 16678 | David B. Patston, Cpa, Cfa CRD 131673 | Denver, CO | Wealth Manager · Boutique (under $100M) | $96.3M | 51 | 118 | 1 | 03/09/2026 | ☆ |
| 16679 | Bowman Wealth Management, Llc CRD 340727 | Hershey, PA | Wealth Manager · Boutique (under $100M) | $96.3M | 293 | 293 | 2 | 10/01/2026 | ☆ |
| 16680 | Mrp Advisors, Llc CRD 340364 | Wealth Manager · Boutique (under $100M) | $96.1M | 80 | 262 | 1 | 08/14/2026 | ☆ | |
| 16681 | Lifeplan Financial Services, Lp CRD 156548 | Kingwood, TX | Wealth Manager · Boutique (under $100M) | $96.1M | 140 | 266 | 2 | 02/23/2026 | ☆ |
| 16682 | J.W. Advisors Inc. CRD 113883 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $96.1M | 77 | 264 | 2 | 03/13/2026 | ☆ |
| 16683 | Envision Retirement Llc CRD 319587 | Tempe, AZ | Wealth Manager · Boutique (under $100M) | $96.1M | 166 | 462 | 3 | 03/24/2026 | ☆ |
| 16684 | Bloomfield Asset Management, Inc CRD 289027 | Wealth Manager · Boutique (under $100M) | $96.1M | 43 | 81 | 1 | 02/10/2026 | ☆ | |
| 16685 | Capital Design Private Wealth Llc CRD 300472 | Portsmouth, NH | Wealth Manager · Boutique (under $100M) | $96.0M | 264 | 480 | 2 | 03/06/2026 | ☆ |
| 16686 | Batchelder, Christian Curry CRD 133255 | Wealth Manager · Boutique (under $100M) | $96.0M | 30 | 110 | 1 | 03/18/2026 | ☆ | |
| 16687 | Financial Services Of Northeast Wisconsin Inc CRD 105422 | Wealth Manager · Boutique (under $100M) | $96.0M | 92 | 92 | 1 | 02/18/2026 | ☆ | |
| 16688 | Iti Financial Management, L.L.C. CRD 152658 | Springfield, MO | Wealth Manager · Boutique (under $100M) | $96.0M | 109 | 239 | 2 | 09/24/2026 | ☆ |
| 16689 | Meyers, David Seth CRD 148734 | Palo Alto, CA | Wealth Manager · Boutique (under $100M) | $96.0M | 40 | 160 | 1 | 03/27/2026 | ☆ |
| 16690 | Smart Choice Financial Planning, Inc. CRD 140207 | Wealth Manager · Boutique (under $100M) | $96.0M | 80 | 80 | 1 | 01/12/2026 | ☆ | |
| 16691 | Quinn Financial Planning, Llc CRD 150528 | Orland Park, IL | Wealth Manager · Boutique (under $100M) | $96.0M | 110 | 222 | 1 | 01/20/2026 | ☆ |
| 16692 | Eastward Capital Partners, Llc CRD 161422 | West Newton, MA | Private Fund Manager · Boutique (under $100M) | $96.0M | 8 | 8 | 12 | 03/31/2026 | ☆ |
| 16693 | Dancourt Management, Llc CRD 163698 | Wealth Manager · Boutique (under $100M) | $95.9M | 13 | 19 | 1 | 02/03/2026 | ☆ | |
| 16694 | Willis Financial Services, Inc. CRD 155501 | Insurance-Affiliated · Boutique (under $100M) | $95.9M | 99 | 330 | 1 | 03/02/2026 | ☆ | |
| 16695 | Crest Wealth Advisors Llc CRD 311760 | Annapolis, MD | Wealth Manager · Boutique (under $100M) | $95.8M | 75 | 280 | 2 | 02/24/2026 | ☆ |
| 16696 | Kris Lewicki & Associates, Llc CRD 156536 | Coral Springs, FL | Wealth Manager · Boutique (under $100M) | $95.8M | 58 | 225 | 3 | 05/21/2026 | ☆ |
| 16697 | Axiom Value Wealth Management Llc CRD 334047 | Rockville, MD | Wealth Manager · Boutique (under $100M) | $95.8M | 351 | 351 | 10 | 03/27/2026 | ☆ |
| 16698 | Circle City Wealth Management Llc CRD 291604 | Carmel, IN | Wealth Manager · Boutique (under $100M) | $95.7M | 104 | 263 | 1 | 03/05/2026 | ☆ |
| 16699 | Heller Private Wealth Llc CRD 324272 | Fort Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $95.7M | 42 | 184 | 3 | 05/07/2026 | ☆ |
| 16700 | Nexpoint Insurance Solutions, L.P. CRD 301997 | Dallas, TX | Private Fund Manager · Boutique (under $100M) | $95.7M | 6 | 6 | 4 | 06/30/2026 | ☆ |