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 |
|---|---|---|---|---|---|---|---|---|---|
| 17151 | Atlas Peak Advisors, Inc. CRD 169648 | Wealth Manager · Boutique (under $100M) | $86.8M | 95 | 203 | 1 | 02/06/2026 | ☆ | |
| 17152 | Joseph John Hasson, Jr. CRD 109301 | Wealth Manager · Boutique (under $100M) | $86.8M | 36 | 36 | 1 | 03/03/2026 | ☆ | |
| 17153 | Gibco Capital Advisors Llc CRD 319407 | Clinton, OK | Wealth Manager · Boutique (under $100M) | $86.8M | 289 | 700 | 4 | 01/19/2026 | ☆ |
| 17154 | O'neill Financial Management, Inc. CRD 283273 | Lake Forest, CA | Wealth Manager · Boutique (under $100M) | $86.7M | 132 | 283 | 3 | 03/11/2026 | ☆ |
| 17155 | Seahorse Financial Advisers Inc. CRD 117407 | Millbrook, NY | Wealth Manager · Boutique (under $100M) | $86.7M | 20 | 20 | 1 | 02/18/2026 | ☆ |
| 17156 | Sonmore Financial Llc CRD 311485 | Chandler, AZ | Wealth Manager · Boutique (under $100M) | $86.7M | 91 | 91 | 4 | 02/06/2026 | ☆ |
| 17157 | Bryant Financial Advisory, Inc. CRD 165189 | Wealth Manager · Boutique (under $100M) | $86.7M | 31 | 95 | 2 | 09/28/2026 | ☆ | |
| 17158 | J Wakely Advisors, Llc CRD 167206 | Boston, MA | Wealth Manager · Boutique (under $100M) | $86.7M | 57 | 130 | 3 | 09/14/2026 | ☆ |
| 17159 | Silverback Financial, Llc CRD 299520 | Wealth Manager · Boutique (under $100M) | $86.6M | 42 | 129 | 1 | 03/10/2026 | ☆ | |
| 17160 | Cornerstone Investment Management And Consulting,Llc CRD 124322 | Daphne, AL | Wealth Manager · Boutique (under $100M) | $86.6M | 77 | 206 | 3 | 03/26/2026 | ☆ |
| 17161 | Cpa Advisory Services, P.C. CRD 114170 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $86.6M | 141 | 344 | 2 | 06/05/2026 | ☆ |
| 17162 | Genesis Asset Management Group, Inc. CRD 125350 | Wealth Manager · Boutique (under $100M) | $86.6M | 136 | 196 | 2 | 01/16/2026 | ☆ | |
| 17163 | Jhp Planning, Llc CRD 336436 | Salt Lake City, UT | Insurance-Affiliated · Boutique (under $100M) | $86.6M | 145 | 415 | 1 | 08/17/2026 | ☆ |
| 17164 | Ironstream Capital, Llc CRD 292624 | Wealth Manager · Boutique (under $100M) | $86.5M | 43 | 216 | 2 | 03/09/2026 | ☆ | |
| 17165 | Grow Funds Llc CRD 269960 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $86.5M | 46 | 46 | 4 | 09/01/2026 | ☆ |
| 17166 | Three Rivers Executive Consulting, Llc CRD 311549 | Wexford, PA | Investment Adviser · Boutique (under $100M) | $86.5M | 134 | 247 | 2 | 03/24/2026 | ☆ |
| 17167 | Main Effort Financial, Inc. CRD 297091 | Holliston, MA | Wealth Manager · Boutique (under $100M) | $86.4M | 189 | 399 | 2 | 07/02/2026 | ☆ |
| 17168 | River Wealth Management Llc CRD 309167 | Medina, OH | Insurance-Affiliated · Boutique (under $100M) | $86.4M | 243 | 467 | 3 | 03/30/2026 | ☆ |
| 17169 | Trac Asset Management Llc CRD 170662 | Oak Brook, IL | Wealth Manager · Boutique (under $100M) | $86.4M | 99 | 99 | 1 | 03/21/2026 | ☆ |
| 17170 | Investment Leadership, Llc CRD 167352 | Forest, VA | Wealth Manager · Boutique (under $100M) | $86.4M | 125 | 263 | 4 | 03/06/2026 | ☆ |
| 17171 | Lasting Mark Retirement Group Llc CRD 325151 | Springfield, MO | Wealth Manager · Boutique (under $100M) | $86.3M | 864 | 864 | 10 | 09/28/2026 | ☆ |
| 17172 | Jd Financial Fitness Llc CRD 304711 | Insurance-Affiliated · Boutique (under $100M) | $86.3M | 66 | 223 | 1 | 01/26/2026 | ☆ | |
| 17173 | N CRD 314571 | Wealth Manager · Boutique (under $100M) | $86.3M | 87 | 320 | 3 | 03/31/2025 | ☆ | |
| 17174 | Michael L. Ball, Cpa, Llc CRD 126647 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $86.3M | 78 | 171 | 3 | 03/09/2026 | ☆ |
| 17175 | Union Street Partners Llc CRD 156148 | Alexandria, VA | Mutual Fund / Asset Manager · Boutique (under $100M) | $86.3M | 1 | 1 | 2 | 02/12/2026 | ☆ |
| 17176 | Veritas Financial Consulting Llc CRD 314363 | Monrovia, CA | Wealth Manager · Boutique (under $100M) | $86.2M | 68 | 203 | 2 | 03/09/2026 | ☆ |
| 17177 | Eagan Capital Management, Llc CRD 126599 | Fayetteville, NY | Wealth Manager · Boutique (under $100M) | $86.2M | 222 | 375 | 2 | 03/23/2026 | ☆ |
| 17178 | Mace Capital Management, Llc CRD 134605 | New York, NY | Wealth Manager · Boutique (under $100M) | $86.2M | 64 | 120 | 1 | 02/06/2026 | ☆ |
| 17179 | Bowen Wealth Llc CRD 315212 | Mount Pleasant, SC | Insurance-Affiliated · Boutique (under $100M) | $86.1M | 302 | 462 | 4 | 04/28/2026 | ☆ |
| 17180 | Rgb Capital Group, Llc CRD 150420 | Wealth Manager · Boutique (under $100M) | $86.1M | 107 | 208 | 4 | 09/02/2026 | ☆ | |
| 17181 | Bobb Financial Incorporated CRD 287849 | Wealth Manager · Boutique (under $100M) | $86.1M | 105 | 354 | 1 | 03/30/2026 | ☆ | |
| 17182 | Davis Financial Advisors, Llc CRD 316787 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $86.1M | 183 | 277 | 1 | 03/12/2026 | ☆ |
| 17183 | Crawford Asset Management, Llc CRD 141475 | Wealth Manager · Boutique (under $100M) | $86.0M | 154 | 154 | 1 | 04/08/2026 | ☆ | |
| 17184 | Sinclair, Totten & Deringer, Inc. CRD 129507 | Insurance-Affiliated · Boutique (under $100M) | $86.0M | 147 | 247 | 1 | 07/17/2024 | ☆ | |
| 17185 | Storie Financial Advisory Llc CRD 156294 | Canonsburg, PA | Wealth Manager · Boutique (under $100M) | $86.0M | 61 | 215 | 1 | 03/31/2026 | ☆ |
| 17186 | Bortolussi Wealth Management, Inc. CRD 155780 | Southborough, MA | Wealth Manager · Boutique (under $100M) | $86.0M | 125 | 319 | 3 | 05/27/2026 | ☆ |
| 17187 | Certitude Advisors, Llc CRD 171228 | Northfield, IL | Wealth Manager · Boutique (under $100M) | $86.0M | 93 | 184 | 4 | 09/11/2026 | ☆ |
| 17188 | Von Adelung Wealth Management CRD 134849 | Montrose, CA | Insurance-Affiliated · Boutique (under $100M) | $86.0M | 300 | 800 | 5 | 03/26/2026 | ☆ |
| 17189 | Inspire Wealth Partners, Llc CRD 305322 | Wealth Manager · Boutique (under $100M) | $85.9M | 48 | 319 | 1 | 03/24/2026 | ☆ | |
| 17190 | J.P. Wealth Management, Llc CRD 251787 | Multi-Family Office · Boutique (under $100M) | $85.9M | 6 | 13 | 1 | 03/24/2026 | ☆ | |
| 17191 | Abbey Hill Financial Advisors, Llc CRD 126813 | Wealth Manager · Boutique (under $100M) | $85.9M | 63 | 182 | 1 | 08/15/2025 | ☆ | |
| 17192 | Tc Advisors Ltd. CRD 290891 | Salina, KS | Wealth Manager · Boutique (under $100M) | $85.9M | 227 | 220 | 4 | 01/27/2026 | ☆ |
| 17193 | Ocean Avenue Financial Services Llc CRD 154655 | Santa Monica, CA | Insurance-Affiliated · Boutique (under $100M) | $85.9M | 28 | 122 | 1 | 02/17/2026 | ☆ |
| 17194 | Gridley Associates Inc. CRD 131258 | Wealth Manager · Boutique (under $100M) | $85.9M | 9 | 29 | 1 | 01/28/2026 | ☆ | |
| 17195 | Shrier Associates, Llc CRD 129043 | Insurance-Affiliated · Boutique (under $100M) | $85.9M | 160 | 318 | 3 | 09/16/2026 | ☆ | |
| 17196 | Impactadvisor Llc CRD 175155 | Sf, CA | Wealth Manager · Boutique (under $100M) | $85.8M | 60 | 195 | 3 | 07/22/2026 | ☆ |
| 17197 | Goal Line Wealth Management, Inc. CRD 305986 | Insurance-Affiliated · Boutique (under $100M) | $85.8M | 77 | 218 | 1 | 03/12/2026 | ☆ | |
| 17198 | Tallahassee Financial Advisors, Inc. CRD 169204 | Tallahassee, FL | Wealth Manager · Boutique (under $100M) | $85.7M | 197 | 361 | 4 | 03/11/2024 | ☆ |
| 17199 | Stratton Lamb Advisors Llc CRD 119650 | Wealth Manager · Boutique (under $100M) | $85.7M | 9 | 56 | 2 | 02/03/2026 | ☆ | |
| 17200 | Arrow Investment Management, Llc CRD 334614 | New York, NY | Investment Adviser · Boutique (under $100M) | $85.6M | 1 | 1 | 5 | 03/31/2026 | ☆ |