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 |
|---|---|---|---|---|---|---|---|---|---|
| 16901 | Beacon Hill Investment Advisory, Llc CRD 148463 | Dublin, OH | Wealth Manager · Boutique (under $100M) | $91.7M | 108 | 297 | 4 | 03/30/2026 | ☆ |
| 16902 | N CRD 326565 | Multi-Family Office · Boutique (under $100M) | $91.7M | 6 | 6 | 2 | 03/06/2025 | ☆ | |
| 16903 | Executive Investment Services, Llc CRD 152410 | Lake Oswego, OR | Insurance-Affiliated · Boutique (under $100M) | $91.7M | 63 | 153 | 2 | 06/08/2026 | ☆ |
| 16904 | Generaltional Wealth Services, Llc CRD 147372 | Parsippany, NJ | Wealth Manager · Boutique (under $100M) | $91.7M | 34 | 34 | 3 | 09/13/2026 | ☆ |
| 16905 | Gabriel Capital, Llc CRD 137613 | Portland, OR | Wealth Manager · Boutique (under $100M) | $91.7M | 54 | 138 | 1 | 03/18/2026 | ☆ |
| 16906 | Westfield Wealth Management, Llc CRD 125421 | Cranford, NJ | Wealth Manager · Boutique (under $100M) | $91.6M | 79 | 197 | 3 | 03/21/2026 | ☆ |
| 16907 | Usa First Financial CRD 318453 | Indianapolis, IN | Investment Adviser · Boutique (under $100M) | $91.6M | 1 | 1 | 1 | 08/03/2026 | ☆ |
| 16908 | Secure Retirement Solutions, Llc CRD 328412 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $91.6M | 421 | 421 | 4 | 05/14/2026 | ☆ |
| 16909 | Baker Street Asset Management, Llc CRD 299027 | Sausalito, CA | Insurance-Affiliated · Boutique (under $100M) | $91.6M | 91 | 227 | 2 | 02/05/2026 | ☆ |
| 16910 | Life, Inc. Retirement Services CRD 173073 | Insurance-Affiliated · Boutique (under $100M) | $91.6M | 229 | 240 | 8 | 03/24/2026 | ☆ | |
| 16911 | Applied Benefit Strategies, Inc. CRD 151051 | Bloomfield Hills, MI | Insurance-Affiliated · Boutique (under $100M) | $91.5M | 131 | 213 | 2 | 01/26/2026 | ☆ |
| 16912 | Mcc Financial Advisors, Llc CRD 152256 | Wealth Manager · Boutique (under $100M) | $91.5M | 27 | 100 | 1 | 03/02/2026 | ☆ | |
| 16913 | Crabb Financial Strategies, Inc. CRD 151808 | Frederick, MD | Wealth Manager · Boutique (under $100M) | $91.5M | 149 | 281 | 2 | 03/19/2026 | ☆ |
| 16914 | Delvaux Wealth Management Llc CRD 336199 | Wealth Manager · Boutique (under $100M) | $91.5M | 10 | 13 | 1 | 04/28/2026 | ☆ | |
| 16915 | Pura Vida Investments, Llc CRD 166703 | New York, NY | Private Fund Manager · Boutique (under $100M) | $91.5M | 12 | 12 | 2 | 03/30/2026 | ☆ |
| 16916 | Aulestia Wealth Management, Inc. CRD 300531 | Naples, FL | Insurance-Affiliated · Boutique (under $100M) | $91.4M | 46 | 124 | 1 | 02/13/2026 | ☆ |
| 16917 | Combs Capital Partners Llc CRD 310547 | Wealth Manager · Boutique (under $100M) | $91.4M | 113 | 188 | 3 | 05/29/2026 | ☆ | |
| 16918 | Pegasus Group, Llc CRD 113499 | Morristown, NJ | Wealth Manager · Boutique (under $100M) | $91.3M | 21 | 55 | 2 | 06/12/2026 | ☆ |
| 16919 | Burgess Financial Planning, Llc CRD 143984 | Portland, OR | Wealth Manager · Boutique (under $100M) | $91.3M | 177 | 132 | 1 | 08/14/2026 | ☆ |
| 16920 | Lathram Financial Group, Llc CRD 172358 | Wealth Manager · Boutique (under $100M) | $91.3M | 81 | 246 | 2 | 03/23/2026 | ☆ | |
| 16921 | Gabe Nelson Financial, Inc. CRD 147879 | Wealth Manager · Boutique (under $100M) | $91.3M | 203 | 808 | 3 | 03/04/2026 | ☆ | |
| 16922 | Djp Wealth Management, Llc CRD 153663 | Tampa, FL | Wealth Manager · Boutique (under $100M) | $91.3M | 43 | 138 | 1 | 02/24/2026 | ☆ |
| 16923 | Interactive Wealth Advisors, Incorporated CRD 167033 | Portland, OR | Wealth Manager · Boutique (under $100M) | $91.3M | 63 | 224 | 2 | 02/10/2026 | ☆ |
| 16924 | Compass Lighthouse Capital, Llc CRD 312634 | Orange City, IA | Bank · Boutique (under $100M) | $91.3M | 262 | 262 | 2 | 02/10/2026 | ☆ |
| 16925 | Novus Advisors, Llc CRD 157908 | Greenville, SC | Wealth Manager · Boutique (under $100M) | $91.3M | 267 | 377 | 5 | 04/29/2026 | ☆ |
| 16926 | Charles J. Means & Co., Llc CRD 120178 | Providence, RI | Wealth Manager · Boutique (under $100M) | $91.3M | 34 | 58 | 2 | 03/25/2026 | ☆ |
| 16927 | Taxable Llc CRD 304187 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $91.2M | 47 | 100 | 2 | 03/31/2026 | ☆ |
| 16928 | Risk Management Advisory Services, Inc. CRD 118242 | Bellmawr, NJ | Wealth Manager · Boutique (under $100M) | $91.2M | 107 | 267 | 4 | 03/28/2026 | ☆ |
| 16929 | Vama Oak Wealth, Llc CRD 328023 | Doylestown, PA | Wealth Manager · Boutique (under $100M) | $91.2M | 117 | 390 | 3 | 07/29/2026 | ☆ |
| 16930 | Brown & Brown Financial Services, Inc. CRD 105392 | Dallas, TX | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $91.2M | 44 | 44 | 2 | 02/12/2026 | ☆ |
| 16931 | Smithbrook, Llc CRD 313679 | Wealth Manager · Boutique (under $100M) | $91.2M | 15 | 66 | 3 | 03/05/2026 | ☆ | |
| 16932 | Xpotential Inc. CRD 152793 | Short Hills, NJ | Wealth Manager · Boutique (under $100M) | $91.1M | 62 | 68 | 2 | 03/31/2026 | ☆ |
| 16933 | Concert Investment Advisory Llc CRD 304522 | Insurance-Affiliated · Boutique (under $100M) | $91.1M | 178 | 658 | 1 | 06/02/2026 | ☆ | |
| 16934 | Atla Capital Management Llc CRD 312501 | New York, NY | Private Fund Manager · Boutique (under $100M) | $91.1M | 1 | 1 | 1 | 07/20/2026 | ☆ |
| 16935 | Genesis Wealth Management, Inc. CRD 157441 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $91.1M | 107 | 180 | 2 | 03/06/2026 | ☆ |
| 16936 | Gray Wealth Strategies Llc CRD 319415 | Wealth Manager · Boutique (under $100M) | $91.0M | 27 | 152 | 1 | 01/16/2026 | ☆ | |
| 16937 | Davis, Terrance P CRD 118598 | St. Louis, MO | Wealth Manager · Boutique (under $100M) | $91.0M | 45 | 45 | 1 | 02/28/2020 | ☆ |
| 16938 | The Moneypaper Advisor, Inc. CRD 156971 | Mutual Fund / Asset Manager · Boutique (under $100M) | $91.0M | 1 | 1 | 2 | 01/08/2026 | ☆ | |
| 16939 | Mckinney Capital, Llc CRD 315545 | Birmingham, AL | Private Fund Manager · Boutique (under $100M) | $91.0M | 4 | 4 | 5 | 07/15/2026 | ☆ |
| 16940 | Mutual Fund Protection Service CRD 115961 | Denver, CO | Insurance-Affiliated · Boutique (under $100M) | $90.9M | 195 | 194 | 3 | 05/19/2026 | ☆ |
| 16941 | Oxford Gate Management, Llc CRD 297061 | Greenwich, CT | Private Fund Manager · Boutique (under $100M) | $90.9M | 1 | 1 | 23 | 03/27/2026 | ☆ |
| 16942 | Grit Family Office, Llc CRD 290066 | Cedar Rapids, IA | Multi-Family Office · Boutique (under $100M) | $90.9M | 24 | 50 | 3 | 03/25/2026 | ☆ |
| 16943 | Akg Financial, Llc CRD 316548 | Wealth Manager · Boutique (under $100M) | $90.9M | 24 | 181 | 5 | 09/29/2026 | ☆ | |
| 16944 | Brivin, Inc. CRD 119864 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $90.9M | 97 | 232 | 3 | 03/19/2026 | ☆ |
| 16945 | Algorithmic Investment Models, Llc CRD 306354 | Boston, MA | Investment Adviser · Boutique (under $100M) | $90.9M | 228 | 270 | 8 | 07/29/2026 | ☆ |
| 16946 | Pruneyard Financial Group, Inc. CRD 117378 | Cupertino, CA | Wealth Manager · Boutique (under $100M) | $90.9M | 98 | 185 | 1 | 06/08/2026 | ☆ |
| 16947 | Waller Financial Coaching, Inc. CRD 172701 | Chico, CA | Wealth Manager · Boutique (under $100M) | $90.9M | 68 | 461 | 2 | 03/17/2026 | ☆ |
| 16948 | Capstone Advisors, Llc CRD 116484 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $90.9M | 71 | 292 | 3 | 03/30/2026 | ☆ |
| 16949 | A. Miller Investment Advisors, L.P. CRD 109118 | Houston, TX | Wealth Manager · Boutique (under $100M) | $90.8M | 86 | 191 | 3 | 03/23/2026 | ☆ |
| 16950 | M.K. Byrne & Co. Llc CRD 306382 | Parsippany, NJ | Insurance-Affiliated · Boutique (under $100M) | $90.8M | 37 | 130 | 2 | 03/11/2026 | ☆ |