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 |
|---|---|---|---|---|---|---|---|---|---|
| 16851 | Mcclurg Capital Corporation CRD 16798 | San Rafael, CA | Insurance-Affiliated · Boutique (under $100M) | $92.9M | 82 | 112 | 6 | 01/05/2026 | ☆ |
| 16852 | Community Financial Group, Inc. CRD 129472 | Marlborough, MA | Wealth Manager · Boutique (under $100M) | $92.9M | 95 | 191 | 4 | 04/02/2026 | ☆ |
| 16853 | Carney Portfolio Management Inc. CRD 132883 | Costa Mesa, CA | Wealth Manager · Boutique (under $100M) | $92.8M | 39 | 84 | 1 | 02/12/2026 | ☆ |
| 16854 | Analog Capital Partners Llc CRD 309636 | Houston, TX | Wealth Manager · Boutique (under $100M) | $92.8M | 173 | 493 | 4 | 09/15/2026 | ☆ |
| 16855 | Ashton Pankonin Llc CRD 322520 | Belle Plaine, MN | Wealth Manager · Boutique (under $100M) | $92.7M | 829 | 1,690 | 3 | 05/13/2026 | ☆ |
| 16856 | Tru Independence Asset Management 2, Llc CRD 309098 | Portland, OR | Wealth Manager · Boutique (under $100M) | $92.7M | 205 | 205 | 17 | 09/13/2026 | ☆ |
| 16857 | Bogue Asset Management, Llc CRD 118985 | Wealth Manager · Boutique (under $100M) | $92.7M | 68 | 280 | 1 | 03/13/2026 | ☆ | |
| 16858 | 3 Roots Wealth Partners Llc CRD 338300 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $92.6M | 112 | 405 | 3 | 08/05/2026 | ☆ |
| 16859 | Alikos Wealth Management, Llc CRD 282985 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $92.6M | 41 | 135 | 2 | 04/06/2026 | ☆ |
| 16860 | Belmont Financial, Llc CRD 108234 | Wealth Manager · Boutique (under $100M) | $92.6M | 64 | 64 | 1 | 03/12/2026 | ☆ | |
| 16861 | Alberg Financial Services, Inc. CRD 115923 | Wealth Manager · Boutique (under $100M) | $92.6M | 52 | 256 | 1 | 01/26/2026 | ☆ | |
| 16862 | Oak Maple Finance, Llc CRD 322908 | Burlington, VT | Wealth Manager · Boutique (under $100M) | $92.5M | 54 | 186 | 5 | 06/25/2026 | ☆ |
| 16863 | Lodestar Advisory Group, Llc CRD 127591 | Naples, FL | Wealth Manager · Boutique (under $100M) | $92.5M | 163 | 318 | 3 | 03/03/2026 | ☆ |
| 16864 | Vault Fiduciary Llc CRD 339088 | Institutional / Pension Advisor · Boutique (under $100M) | $92.5M | 2 | 1 | 03/27/2026 | ☆ | ||
| 16865 | Mooney Financial, Llc CRD 332904 | Jacksonville Beach, FL | Wealth Manager · Boutique (under $100M) | $92.5M | 60 | 170 | 2 | 02/26/2026 | ☆ |
| 16866 | Dorothy Jane Cole CRD 116607 | Wealth Manager · Boutique (under $100M) | $92.5M | 53 | 165 | 5 | 03/31/2026 | ☆ | |
| 16867 | Kyleshill Group, Llc CRD 143604 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $92.5M | 43 | 268 | 1 | 05/01/2026 | ☆ |
| 16868 | Strava Financial, Llc CRD 304263 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $92.4M | 68 | 170 | 2 | 03/11/2026 | ☆ |
| 16869 | Tekmen Wells Llc CRD 168431 | New York, NY | Wealth Manager · Boutique (under $100M) | $92.4M | 23 | 66 | 2 | 01/30/2026 | ☆ |
| 16870 | Optiwealth Llc CRD 306120 | Sudbury, MA | Wealth Manager · Boutique (under $100M) | $92.4M | 45 | 245 | 2 | 04/22/2026 | ☆ |
| 16871 | Rlk Plg Investment Management, Llc CRD 134033 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $92.4M | 103 | 103 | 4 | 03/24/2026 | ☆ |
| 16872 | Premier Southwest Planning Group, Llc CRD 132868 | Wealth Manager · Boutique (under $100M) | $92.3M | 372 | 523 | 6 | 05/12/2026 | ☆ | |
| 16873 | Perpetual Wealth Advisors, L.L.C. CRD 143864 | Wealth Manager · Boutique (under $100M) | $92.3M | 44 | 44 | 1 | 02/16/2026 | ☆ | |
| 16874 | Wisco Investment Management Llc CRD 156476 | Madison, WI | Insurance-Affiliated · Boutique (under $100M) | $92.3M | 450 | 450 | 2 | 02/26/2026 | ☆ |
| 16875 | Newport Securities Corporation CRD 8250 | Wealth Manager · Boutique (under $100M) | $92.3M | 25 | 25 | 1 | 03/31/2026 | ☆ | |
| 16876 | Qvg, Llc CRD 149388 | Wealth Manager · Boutique (under $100M) | $92.3M | 78 | 177 | 3 | 04/01/2026 | ☆ | |
| 16877 | Xponance Alts Solutions, Llc CRD 314283 | Philadelphia, PA | Private Fund Manager · Boutique (under $100M) | $92.3M | 1 | 1 | 7 | 03/31/2026 | ☆ |
| 16878 | Family Partners Capital, Llc CRD 304176 | Hamilton, MA | Wealth Manager · Boutique (under $100M) | $92.3M | 162 | 196 | 2 | 03/09/2026 | ☆ |
| 16879 | Big Cedar Investment Advisors, Llc CRD 281788 | Scottsdale, AZ | Multi-Family Office · Boutique (under $100M) | $92.2M | 7 | 7 | 1 | 04/21/2026 | ☆ |
| 16880 | Ithaka Financial Planning, Llc CRD 153244 | Chevy Chase, MD | Wealth Manager · Boutique (under $100M) | $92.2M | 55 | 231 | 3 | 03/31/2026 | ☆ |
| 16881 | Sovereign Financial Services, Llc CRD 153059 | Phoenix, MD | Wealth Manager · Boutique (under $100M) | $92.1M | 145 | 439 | 2 | 02/23/2026 | ☆ |
| 16882 | Iwc Asset Management Llc CRD 286445 | Wealth Manager · Boutique (under $100M) | $92.1M | 53 | 160 | 1 | 01/24/2023 | ☆ | |
| 16883 | Murphy Investment Advisors, Inc. CRD 290611 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $92.0M | 34 | 108 | 1 | 04/30/2026 | ☆ |
| 16884 | Portsea Investments, Inc. CRD 290898 | Wealth Manager · Boutique (under $100M) | $92.0M | 24 | 75 | 1 | 03/12/2026 | ☆ | |
| 16885 | Idg Advisors, Llc CRD 113718 | Denver, CO | Wealth Manager · Boutique (under $100M) | $92.0M | 95 | 95 | 1 | 01/28/2026 | ☆ |
| 16886 | Emberhouse, Llc CRD 285781 | Wealth Manager · Boutique (under $100M) | $92.0M | 60 | 166 | 1 | 04/15/2026 | ☆ | |
| 16887 | Walnut Green Asset Management, Llc CRD 166894 | Wilmington, DE | Multi-Family Office · Boutique (under $100M) | $92.0M | 8 | 17 | 2 | 01/16/2026 | ☆ |
| 16888 | Meringoff Wealth Management Group, Llc CRD 147397 | Wealth Manager · Boutique (under $100M) | $91.9M | 53 | 110 | 1 | 03/25/2026 | ☆ | |
| 16889 | Mundoval Capital Management, Inc. CRD 132553 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $91.9M | 67 | 117 | 3 | 02/09/2026 | ☆ |
| 16890 | Allied Investments Of Tennessee, Llc CRD 314512 | Johnson City, TN | Wealth Manager · Boutique (under $100M) | $91.9M | 110 | 271 | 2 | 04/21/2026 | ☆ |
| 16891 | Alfacap Llc, D/B/A Reciprocal Capital CRD 285033 | Private Fund Manager · Boutique (under $100M) | $91.9M | 7 | 7 | 1 | 03/31/2026 | ☆ | |
| 16892 | Incomar Investments, Llc CRD 114455 | Sugar Land, TX | Wealth Manager · Boutique (under $100M) | $91.9M | 62 | 128 | 2 | 03/20/2026 | ☆ |
| 16893 | Woodmont Advisory Group, Inc. CRD 112276 | Wealth Manager · Boutique (under $100M) | $91.9M | 298 | 298 | 2 | 03/30/2026 | ☆ | |
| 16894 | Wave Digital Assets Llc CRD 305726 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $91.9M | 22 | 22 | 33 | 08/21/2026 | ☆ |
| 16895 | Vida Private Wealth Llc CRD 308575 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $91.8M | 31 | 94 | 3 | 06/30/2026 | ☆ |
| 16896 | C. Farnsley, Llc CRD 288491 | Louisville, KY | Insurance-Affiliated · Boutique (under $100M) | $91.8M | 217 | 546 | 4 | 03/16/2026 | ☆ |
| 16897 | Incline Investment Advisors, Llc CRD 293331 | Incline Village, NV | Wealth Manager · Boutique (under $100M) | $91.8M | 110 | 274 | 5 | 04/23/2026 | ☆ |
| 16898 | Rebellion Asset Management, Llc CRD 282209 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $91.8M | 70 | 150 | 6 | 08/20/2026 | ☆ |
| 16899 | Buffalo First Wealth Management, Llc CRD 168937 | Williamsville, NY | Insurance-Affiliated · Boutique (under $100M) | $91.7M | 583 | 722 | 4 | 09/21/2026 | ☆ |
| 16900 | Evolutionary Tree Capital Management, Llc CRD 291127 | Alexandria, VA | Wealth Manager · Boutique (under $100M) | $91.7M | 48 | 77 | 5 | 04/24/2026 | ☆ |