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 |
|---|---|---|---|---|---|---|---|---|---|
| 16751 | Pwr Financial Services, Llc CRD 112299 | Federal Way, WA | Wealth Manager · Boutique (under $100M) | $94.7M | 8 | 2 | 03/27/2026 | ☆ | |
| 16752 | Finwell, Inc. CRD 310850 | Wealth Manager · Boutique (under $100M) | $94.7M | 136 | 109 | 5 | 08/18/2026 | ☆ | |
| 16753 | Cwm Financial Group, Inc. CRD 117255 | Rockville, MD | Wealth Manager · Boutique (under $100M) | $94.7M | 57 | 155 | 1 | 02/09/2026 | ☆ |
| 16754 | Blueprint Private Wealth Management Llc CRD 319507 | Alpharetta, GA | Wealth Manager · Boutique (under $100M) | $94.7M | 60 | 207 | 1 | 05/28/2026 | ☆ |
| 16755 | Ejl Asset Management, Llc CRD 157504 | Wealth Manager · Boutique (under $100M) | $94.7M | 19 | 49 | 1 | 02/12/2026 | ☆ | |
| 16756 | Dew Wealth Strategies, Llc CRD 118996 | Clayton, MO | Wealth Manager · Boutique (under $100M) | $94.7M | 47 | 132 | 2 | 06/25/2026 | ☆ |
| 16757 | Stark Financial Advisers, Inc. CRD 121213 | Okeechobee, FL | Wealth Manager · Boutique (under $100M) | $94.7M | 186 | 164 | 7 | 08/20/2026 | ☆ |
| 16758 | American Harbour Wealth Management, Llc CRD 322018 | Orlando, FL | Wealth Manager · Boutique (under $100M) | $94.7M | 200 | 200 | 3 | 04/17/2026 | ☆ |
| 16759 | Sunsage Capital, Llc CRD 140332 | Grapevine, TX | Investment Adviser · Boutique (under $100M) | $94.6M | 78 | 78 | 1 | 01/27/2026 | ☆ |
| 16760 | Saxon Securities Llc CRD 155168 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $94.6M | 25 | 25 | 2 | 03/27/2026 | ☆ |
| 16761 | Wingspan Capital, Llc CRD 307759 | New York, NY | Private Fund Manager · Boutique (under $100M) | $94.5M | 27 | 27 | 1 | 03/27/2026 | ☆ |
| 16762 | N CRD 309902 | Private Fund Manager · Boutique (under $100M) | $94.5M | 2 | 2 | 2 | 03/27/2025 | ☆ | |
| 16763 | Cardinal Capital Management, Llc CRD 135677 | Muncie, IN | Wealth Manager · Boutique (under $100M) | $94.5M | 140 | 433 | 2 | 01/16/2026 | ☆ |
| 16764 | Guardian Financial, Inc. CRD 158153 | Bentonville, AR | Insurance-Affiliated · Boutique (under $100M) | $94.5M | 285 | 450 | 3 | 07/31/2026 | ☆ |
| 16765 | Eastwind Capital, Llc CRD 146957 | Westerville, OH | Wealth Manager · Boutique (under $100M) | $94.5M | 324 | 548 | 3 | 02/03/2026 | ☆ |
| 16766 | Massey, Joshua Alan CRD 132336 | Wealth Manager · Boutique (under $100M) | $94.5M | 79 | 124 | 3 | 02/26/2026 | ☆ | |
| 16767 | Cypress Praxis, Llc CRD 111716 | Wealth Manager · Boutique (under $100M) | $94.5M | 43 | 119 | 1 | 03/03/2026 | ☆ | |
| 16768 | Webb Financial Group Llc CRD 291638 | Mission Viejo, CA | Wealth Manager · Boutique (under $100M) | $94.4M | 224 | 417 | 1 | 03/26/2026 | ☆ |
| 16769 | Sebetic Advisors, Llc CRD 306261 | Wealth Manager · Boutique (under $100M) | $94.4M | 61 | 124 | 1 | 03/30/2026 | ☆ | |
| 16770 | Stacie Skryz CRD 129181 | North Attleboro, MA | Wealth Manager · Boutique (under $100M) | $94.4M | 125 | 330 | 2 | 03/12/2026 | ☆ |
| 16771 | Benham Wealth Management, Llc CRD 331926 | Greenwood, IN | Wealth Manager · Boutique (under $100M) | $94.4M | 345 | 698 | 2 | 02/04/2026 | ☆ |
| 16772 | Rice Wealth Management Group, Inc. CRD 308210 | Fair Haven, NJ | Wealth Manager · Boutique (under $100M) | $94.4M | 135 | 377 | 3 | 03/18/2026 | ☆ |
| 16773 | Runnymede Capital Management Inc CRD 106719 | Wealth Manager · Boutique (under $100M) | $94.4M | 88 | 137 | 2 | 03/20/2026 | ☆ | |
| 16774 | Mcmillan Capital Management, Llc CRD 143179 | Wealth Manager · Boutique (under $100M) | $94.4M | 38 | 105 | 2 | 04/30/2026 | ☆ | |
| 16775 | Hansen, Brian Bennett CRD 109661 | Insurance-Affiliated · Boutique (under $100M) | $94.3M | 12 | 12 | 1 | 03/23/2026 | ☆ | |
| 16776 | Saddock Wealth, Llc CRD 161568 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $94.3M | 11 | 93 | 9 | 03/25/2026 | ☆ |
| 16777 | Tilton Asset Management CRD 128623 | Weston, MA | Wealth Manager · Boutique (under $100M) | $94.3M | 42 | 126 | 1 | 03/09/2026 | ☆ |
| 16778 | Barnard Financial Group, Llc CRD 335512 | Roswell, GA | Wealth Manager · Boutique (under $100M) | $94.2M | 333 | 333 | 1 | 03/31/2026 | ☆ |
| 16779 | Cunningham Wealth Management Llc CRD 148023 | Broadview Heights, OH | Insurance-Affiliated · Boutique (under $100M) | $94.2M | 184 | 339 | 4 | 03/31/2026 | ☆ |
| 16780 | Mitchell Advisory Inc CRD 109447 | Reston, VA | Wealth Manager · Boutique (under $100M) | $94.2M | 25 | 25 | 1 | 03/13/2026 | ☆ |
| 16781 | Jerry A. Lyke And Associates, Inc. CRD 154199 | Canton, OH | Wealth Manager · Boutique (under $100M) | $94.2M | 137 | 321 | 3 | 02/18/2026 | ☆ |
| 16782 | Circle N Advisors, Llc CRD 271027 | Fishkill, NY | Wealth Manager · Boutique (under $100M) | $94.2M | 104 | 106 | 3 | 03/16/2026 | ☆ |
| 16783 | Bayridge Financial Group, Inc. CRD 296831 | Rockville Centre, NY | Wealth Manager · Boutique (under $100M) | $94.2M | 488 | 488 | 5 | 03/31/2026 | ☆ |
| 16784 | King Wealth Advisors, Llc CRD 281798 | San Mateo, CA | Wealth Manager · Boutique (under $100M) | $94.1M | 66 | 170 | 2 | 09/22/2026 | ☆ |
| 16785 | Iron River Capital Llc CRD 173307 | Durango, CO | Insurance-Affiliated · Boutique (under $100M) | $94.1M | 146 | 397 | 5 | 07/02/2026 | ☆ |
| 16786 | Copper River Advisors Llc CRD 173394 | Englewood, CO | Wealth Manager · Boutique (under $100M) | $94.1M | 51 | 225 | 3 | 03/10/2026 | ☆ |
| 16787 | Forward Wealth Management, Llc CRD 171362 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $94.1M | 45 | 142 | 1 | 03/24/2026 | ☆ |
| 16788 | Luesink Financial Planning Llc CRD 147076 | New York, NY | Wealth Manager · Boutique (under $100M) | $94.1M | 50 | 169 | 2 | 04/01/2026 | ☆ |
| 16789 | Flow Financial Planning, L.L.C. CRD 281934 | Wealth Manager · Boutique (under $100M) | $94.1M | 66 | 286 | 2 | 06/08/2026 | ☆ | |
| 16790 | Newman's Financial Planning, Llc CRD 282548 | Wealth Manager · Boutique (under $100M) | $94.1M | 182 | 406 | 1 | 02/03/2026 | ☆ | |
| 16791 | Gravity Capital Management Llc CRD 137083 | New York, NY | Investment Adviser · Boutique (under $100M) | $94.0M | 28 | 36 | 2 | 03/30/2026 | ☆ |
| 16792 | Target Rock Wealth Management, Llc CRD 312279 | New York, NY | Wealth Manager · Boutique (under $100M) | $94.0M | 88 | 89 | 4 | 04/24/2026 | ☆ |
| 16793 | Capital Wealth Planners, Llc CRD 154990 | Folsom, CA | Insurance-Affiliated · Boutique (under $100M) | $94.0M | 65 | 116 | 1 | 02/10/2026 | ☆ |
| 16794 | Ballard Wealth Management Llc CRD 330614 | Clermont, FL | Wealth Manager · Boutique (under $100M) | $94.0M | 315 | 315 | 1 | 02/25/2026 | ☆ |
| 16795 | Insight Financial Group, Inc. CRD 127054 | Schaumburg, IL | Wealth Manager · Boutique (under $100M) | $94.0M | 64 | 379 | 1 | 01/09/2026 | ☆ |
| 16796 | Walnut Investment Services Llc CRD 113666 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $94.0M | 199 | 308 | 2 | 04/06/2026 | ☆ |
| 16797 | Henley & Company Wealth Management Llc CRD 144884 | Uniondale, NY | Wealth Manager · Boutique (under $100M) | $93.9M | 71 | 108 | 6 | 03/25/2026 | ☆ |
| 16798 | The Brock Group, Llc CRD 142432 | Plymouth, MI | Wealth Manager · Boutique (under $100M) | $93.9M | 253 | 458 | 1 | 03/02/2026 | ☆ |
| 16799 | Voss Wealth Management Llc CRD 338916 | Endicott, NY | Wealth Manager · Boutique (under $100M) | $93.9M | 69 | 148 | 1 | 06/03/2026 | ☆ |
| 16800 | Sage Wealth Advisory, Llc CRD 325286 | Wealth Manager · Boutique (under $100M) | $93.9M | 54 | 102 | 3 | 06/05/2026 | ☆ |