Investment advisers
44,603 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 |
|---|---|---|---|---|---|---|---|---|---|
| 17101 | Bortolussi Wealth Management, Inc. CRD 155780 | Southborough, MA | Wealth Manager · Boutique (under $100M) | $86.0M | 125 | 319 | 3 | 05/27/2026 | ☆ |
| 17102 | Certitude Advisors, Llc CRD 171228 | Northfield, IL | Wealth Manager · Boutique (under $100M) | $86.0M | 93 | 184 | 4 | 02/05/2026 | ☆ |
| 17103 | Von Adelung Wealth Management CRD 134849 | Montrose, CA | Insurance-Affiliated · Boutique (under $100M) | $86.0M | 300 | 800 | 5 | 03/26/2026 | ☆ |
| 17104 | Inspire Wealth Partners, Llc CRD 305322 | Wealth Manager · Boutique (under $100M) | $85.9M | 48 | 319 | 1 | 03/24/2026 | ☆ | |
| 17105 | J.P. Wealth Management, Llc CRD 251787 | Multi-Family Office · Boutique (under $100M) | $85.9M | 6 | 13 | 1 | 03/24/2026 | ☆ | |
| 17106 | Abbey Hill Financial Advisors, Llc CRD 126813 | Wealth Manager · Boutique (under $100M) | $85.9M | 63 | 182 | 1 | 08/15/2025 | ☆ | |
| 17107 | Tc Advisors Ltd. CRD 290891 | Salina, KS | Wealth Manager · Boutique (under $100M) | $85.9M | 227 | 220 | 4 | 01/27/2026 | ☆ |
| 17108 | Ocean Avenue Financial Services Llc CRD 154655 | Santa Monica, CA | Insurance-Affiliated · Boutique (under $100M) | $85.9M | 28 | 122 | 1 | 02/17/2026 | ☆ |
| 17109 | Gridley Associates Inc. CRD 131258 | Wealth Manager · Boutique (under $100M) | $85.9M | 9 | 29 | 1 | 01/28/2026 | ☆ | |
| 17110 | Shrier Associates, Llc CRD 129043 | Insurance-Affiliated · Boutique (under $100M) | $85.9M | 160 | 318 | 3 | 08/06/2026 | ☆ | |
| 17111 | Impactadvisor Llc CRD 175155 | Sf, CA | Wealth Manager · Boutique (under $100M) | $85.8M | 60 | 195 | 3 | 07/22/2026 | ☆ |
| 17112 | Goal Line Wealth Management, Inc. CRD 305986 | Insurance-Affiliated · Boutique (under $100M) | $85.8M | 77 | 218 | 1 | 03/12/2026 | ☆ | |
| 17113 | Tallahassee Financial Advisors, Inc. CRD 169204 | Tallahassee, FL | Wealth Manager · Boutique (under $100M) | $85.7M | 197 | 361 | 4 | 03/11/2024 | ☆ |
| 17114 | Stratton Lamb Advisors Llc CRD 119650 | Wealth Manager · Boutique (under $100M) | $85.7M | 9 | 56 | 2 | 02/03/2026 | ☆ | |
| 17115 | Arrow Investment Management, Llc CRD 334614 | New York, NY | Investment Adviser · Boutique (under $100M) | $85.6M | 1 | 1 | 5 | 03/31/2026 | ☆ |
| 17116 | Bakos Investment Management Llc CRD 130351 | Wealth Manager · Boutique (under $100M) | $85.6M | 44 | 132 | 2 | 04/13/2026 | ☆ | |
| 17117 | Dsw Investment, Llc CRD 156697 | Wealth Manager · Boutique (under $100M) | $85.6M | 31 | 31 | 1 | 02/12/2026 | ☆ | |
| 17118 | Pedicord Wealth Management, Llc CRD 314931 | Rocklin, CA | Wealth Manager · Boutique (under $100M) | $85.6M | 82 | 177 | 1 | 03/20/2026 | ☆ |
| 17119 | Wimer Investment Management Llc CRD 331342 | Wealth Manager · Boutique (under $100M) | $85.6M | 15 | 27 | 1 | 02/03/2026 | ☆ | |
| 17120 | Jones Gregg Financial, Llc CRD 145143 | Charlotte, NC | Insurance-Affiliated · Boutique (under $100M) | $85.6M | 119 | 217 | 2 | 03/31/2026 | ☆ |
| 17121 | Huffman Wealth Management, Llc CRD 322238 | Cincinnati, OH | Insurance-Affiliated · Boutique (under $100M) | $85.6M | 200 | 639 | 2 | 04/29/2026 | ☆ |
| 17122 | Seagrass Financial, Llc CRD 281256 | Wealth Manager · Boutique (under $100M) | $85.5M | 34 | 178 | 1 | 03/11/2026 | ☆ | |
| 17123 | Reicher Capital Management, Llc CRD 317785 | Kentfield, CA | Wealth Manager · Boutique (under $100M) | $85.5M | 20 | 70 | 1 | 04/02/2026 | ☆ |
| 17124 | Northstar Wealth Management, Inc. CRD 306721 | Bloomington, MN | Insurance-Affiliated · Boutique (under $100M) | $85.5M | 62 | 323 | 3 | 03/30/2026 | ☆ |
| 17125 | Private Equity Investors, Inc CRD 160559 | New York, NY | Private Fund Manager · Boutique (under $100M) | $85.4M | 2 | 2 | 4 | 03/27/2026 | ☆ |
| 17126 | Atw Spac Management Llc CRD 283737 | New York, NY | Private Fund Manager · Boutique (under $100M) | $85.4M | 2 | 2 | 7 | 04/24/2026 | ☆ |
| 17127 | Optimum Retirement Planning Llc CRD 312732 | Libertyville, IL | Wealth Manager · Boutique (under $100M) | $85.4M | 37 | 166 | 1 | 08/06/2026 | ☆ |
| 17128 | Intercarolina Financial Services, Inc. CRD 19475 | Greensboro, NC | Insurance-Affiliated · Boutique (under $100M) | $85.4M | 271 | 271 | 29 | 04/30/2026 | ☆ |
| 17129 | Schutt Capital Management Llc CRD 149266 | Richmond, VA | Private Fund Manager · Boutique (under $100M) | $85.4M | 69 | 110 | 3 | 06/18/2026 | ☆ |
| 17130 | Watson Capital Management, Inc. CRD 115354 | Wealth Manager · Boutique (under $100M) | $85.3M | 45 | 88 | 1 | 04/15/2026 | ☆ | |
| 17131 | Colmina, Llc CRD 289191 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $85.3M | 40 | 116 | 7 | 01/30/2026 | ☆ |
| 17132 | Bane O'leary Llc CRD 286450 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $85.3M | 167 | 453 | 4 | 03/19/2026 | ☆ |
| 17133 | Alongside Wealth Advisors, Llc CRD 323235 | Wealth Manager · Boutique (under $100M) | $85.3M | 74 | 303 | 2 | 04/20/2026 | ☆ | |
| 17134 | Sunrise Capital Management Llc CRD 235789 | Wealth Manager · Boutique (under $100M) | $85.3M | 64 | 160 | 0 | 07/06/2026 | ☆ | |
| 17135 | Dfg Inc. CRD 299715 | Wealth Manager · Boutique (under $100M) | $85.2M | 50 | 50 | 1 | 02/24/2026 | ☆ | |
| 17136 | Guiding Financial Llc CRD 311779 | Wealth Manager · Boutique (under $100M) | $85.2M | 11 | 73 | 2 | 02/04/2026 | ☆ | |
| 17137 | Provident Wealth Management, Inc. CRD 299389 | Burlington, NC | Investment Adviser · Boutique (under $100M) | $85.2M | 149 | 271 | 6 | 08/05/2026 | ☆ |
| 17138 | Jarrod Adams Investing, Llc CRD 164119 | Mooresville, NC | Wealth Manager · Boutique (under $100M) | $85.2M | 129 | 321 | 3 | 03/06/2026 | ☆ |
| 17139 | Forrest Investment Management, Inc. CRD 141879 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $85.2M | 18 | 72 | 1 | 01/28/2026 | ☆ |
| 17140 | Young Capital Management Inc CRD 107448 | Fountain Hills, AZ | Wealth Manager · Boutique (under $100M) | $85.1M | 66 | 66 | 1 | 03/10/2026 | ☆ |
| 17141 | Burleigh & Associates, Llc CRD 144600 | Stuart, FL | Wealth Manager · Boutique (under $100M) | $85.1M | 293 | 443 | 5 | 04/13/2026 | ☆ |
| 17142 | Broyles Advisory, Llc CRD 285119 | Wealth Manager · Boutique (under $100M) | $85.1M | 16 | 46 | 1 | 02/16/2026 | ☆ | |
| 17143 | Integrated Financial Solutions, Pllc CRD 291326 | Mesa, AZ | Wealth Manager · Boutique (under $100M) | $85.0M | 289 | 289 | 4 | 02/27/2026 | ☆ |
| 17144 | Ha Wealth Advisors Inc. CRD 325764 | Cedar City, UT | Wealth Manager · Boutique (under $100M) | $85.0M | 253 | 400 | 2 | 03/23/2026 | ☆ |
| 17145 | Heritage Financial Network, Inc. CRD 128532 | Concord, MA | Wealth Manager · Boutique (under $100M) | $85.0M | 37 | 37 | 1 | 02/04/2026 | ☆ |
| 17146 | Idyllic Partners Manager, Lp CRD 339892 | Sleepy Hollow, NY | Private Fund Manager · Boutique (under $100M) | $85.0M | 2 | 2 | 1 | 03/16/2026 | ☆ |
| 17147 | Legacy Partner Group, Llc CRD 335418 | Duluth, GA | Wealth Manager · Boutique (under $100M) | $85.0M | 104 | 104 | 1 | 03/30/2026 | ☆ |
| 17148 | Spirit Global Investment Advisors, Llc CRD 169442 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $85.0M | 10 | 10 | 1 | 03/31/2026 | ☆ |
| 17149 | Crafted Finance, Llc CRD 283318 | Wealth Manager · Boutique (under $100M) | $85.0M | 170 | 461 | 2 | 03/31/2026 | ☆ | |
| 17150 | Foundation Wealth & Tax Advisors, Llc CRD 317596 | Annapolis, MD | Wealth Manager · Boutique (under $100M) | $85.0M | 103 | 268 | 10 | 06/04/2026 | ☆ |