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 |
|---|---|---|---|---|---|---|---|---|---|
| 17551 | Ark Advisors, Llc CRD 133687 | Wealth Manager · Boutique (under $100M) | $79.3M | 36 | 152 | 0 | 03/20/2025 | ☆ | |
| 17552 | Constellation Asset Management, Inc. CRD 125704 | Fayetteville, NY | Wealth Manager · Boutique (under $100M) | $79.3M | 64 | 169 | 1 | 02/17/2026 | ☆ |
| 17553 | S Squared Advisors Llc CRD 283785 | Austin, TX | Wealth Manager · Boutique (under $100M) | $79.3M | 22 | 22 | 2 | 03/30/2026 | ☆ |
| 17554 | Anew Advisors, Llc CRD 316462 | Wauwatosa, WI | Insurance-Affiliated · Boutique (under $100M) | $79.3M | 171 | 171 | 5 | 09/22/2026 | ☆ |
| 17555 | Henri Glover Tailored Financial Services, Llc CRD 317598 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $79.3M | 312 | 484 | 2 | 02/20/2026 | ☆ |
| 17556 | Wealth Plus Of The Dakotas, Inc. CRD 287536 | Aberdeen, SD | Institutional / Pension Advisor · Boutique (under $100M) | $79.3M | 135 | 135 | 4 | 03/09/2026 | ☆ |
| 17557 | Herr Capital Management Llc CRD 122965 | Chicago, IL | Insurance-Affiliated · Boutique (under $100M) | $79.3M | 117 | 333 | 2 | 02/27/2026 | ☆ |
| 17558 | Global Planning Stewards Llc CRD 286135 | Baton Rouge, LA | Insurance-Affiliated · Boutique (under $100M) | $79.2M | 236 | 310 | 1 | 03/25/2026 | ☆ |
| 17559 | Blue Point Investment Management, Llc CRD 148104 | Baltimore, MD | Wealth Manager · Boutique (under $100M) | $79.2M | 32 | 74 | 1 | 05/23/2026 | ☆ |
| 17560 | Pgp Wealth Services, Llc CRD 151373 | Wealth Manager · Boutique (under $100M) | $79.2M | 52 | 74 | 1 | 06/10/2026 | ☆ | |
| 17561 | Endeavor Financial Advisors, Llc CRD 173881 | Insurance-Affiliated · Boutique (under $100M) | $79.2M | 104 | 280 | 2 | 07/23/2026 | ☆ | |
| 17562 | Lawrence Wealth Management, Llc CRD 147228 | Wealth Manager · Boutique (under $100M) | $79.2M | 50 | 171 | 1 | 03/31/2026 | ☆ | |
| 17563 | Fortis Wealth Management Llc CRD 268808 | Boone, NC | Wealth Manager · Boutique (under $100M) | $79.1M | 186 | 636 | 3 | 08/06/2026 | ☆ |
| 17564 | Queenbridge Capital, Llc CRD 324027 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $79.1M | 58 | 137 | 3 | 04/09/2026 | ☆ |
| 17565 | Ace Wealth Partners, Llc CRD 153595 | Westminster, CO | Wealth Manager · Boutique (under $100M) | $79.1M | 68 | 303 | 2 | 02/26/2026 | ☆ |
| 17566 | Adair Financial Private Client Group Llc CRD 306300 | Insurance-Affiliated · Boutique (under $100M) | $79.0M | 57 | 75 | 2 | 02/27/2026 | ☆ | |
| 17567 | Branch Capital Management Llc CRD 281681 | Holland, MI | Wealth Manager · Boutique (under $100M) | $79.0M | 91 | 241 | 3 | 03/25/2026 | ☆ |
| 17568 | Mcguigan Financial, Llc CRD 299624 | Wealth Manager · Boutique (under $100M) | $79.0M | 163 | 300 | 1 | 02/17/2026 | ☆ | |
| 17569 | Florin Group, Llc CRD 168196 | Mclean, VA | Wealth Manager · Boutique (under $100M) | $79.0M | 81 | 320 | 4 | 01/30/2026 | ☆ |
| 17570 | John Line, Cpa, Inc. CRD 311399 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $79.0M | 75 | 200 | 2 | 03/17/2026 | ☆ |
| 17571 | Aspire Private Wealth Counsel, Llc CRD 282582 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $79.0M | 49 | 201 | 5 | 06/11/2026 | ☆ |
| 17572 | Pathway Partners Wealth Advisors, Llc CRD 323507 | Amherst, NY | Insurance-Affiliated · Boutique (under $100M) | $78.9M | 367 | 635 | 8 | 01/27/2026 | ☆ |
| 17573 | Taos Investment Advisors, Llc CRD 158056 | Chicago, IL | Insurance-Affiliated · Boutique (under $100M) | $78.9M | 116 | 116 | 2 | 01/22/2026 | ☆ |
| 17574 | Partner Wealth Planning, Llc CRD 287972 | Insurance-Affiliated · Boutique (under $100M) | $78.9M | 35 | 162 | 1 | 01/19/2026 | ☆ | |
| 17575 | Firebrand Wealth Management, Llc CRD 292154 | Redmond, WA | Wealth Manager · Boutique (under $100M) | $78.9M | 100 | 104 | 5 | 03/23/2026 | ☆ |
| 17576 | Abundant Wealth Capital Management, Llc CRD 292295 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $78.9M | 78 | 278 | 2 | 03/23/2026 | ☆ |
| 17577 | Wealth Management Associates, Inc. CRD 123949 | Lincolnshire, IL | Wealth Manager · Boutique (under $100M) | $78.8M | 11 | 47 | 2 | 08/14/2025 | ☆ |
| 17578 | Capital Management Group, Inc. CRD 109898 | Wheaton, IL | Wealth Manager · Boutique (under $100M) | $78.7M | 49 | 252 | 2 | 03/27/2026 | ☆ |
| 17579 | Savoy Investment Management, Inc. CRD 117921 | Wealth Manager · Boutique (under $100M) | $78.7M | 25 | 92 | 2 | 03/31/2026 | ☆ | |
| 17580 | Empowered Retirement, Inc. CRD 169389 | Roseland, NJ | Wealth Manager · Boutique (under $100M) | $78.7M | 117 | 201 | 1 | 03/06/2026 | ☆ |
| 17581 | Centurion Advisory Group, Inc CRD 140605 | Suwanee, GA | Wealth Manager · Boutique (under $100M) | $78.7M | 91 | 337 | 4 | 05/27/2026 | ☆ |
| 17582 | Harvest Financial Group, Llc CRD 149503 | Richmond, VA | Insurance-Affiliated · Boutique (under $100M) | $78.7M | 275 | 568 | 1 | 03/31/2026 | ☆ |
| 17583 | De Koekkoek, David Glenn CRD 113080 | Chino, CA | Insurance-Affiliated · Boutique (under $100M) | $78.6M | 157 | 157 | 2 | 06/06/2026 | ☆ |
| 17584 | Twru Private Wealth Management, Llc CRD 117222 | Baton Rouge, LA | Wealth Manager · Boutique (under $100M) | $78.6M | 33 | 73 | 2 | 02/18/2026 | ☆ |
| 17585 | Longman Wealthcare Management, Llc CRD 110555 | Miami, FL | Wealth Manager · Boutique (under $100M) | $78.6M | 31 | 31 | 1 | 09/11/2026 | ☆ |
| 17586 | Future Capital Management Incorporated CRD 324378 | Castle Rock, CO | Insurance-Affiliated · Boutique (under $100M) | $78.6M | 356 | 673 | 11 | 08/20/2026 | ☆ |
| 17587 | St. Columbanus Ag CRD 169895 | Teufen | Endowment & Foundation Advisor · Boutique (under $100M) | $78.6M | 9 | 17 | 5 | 03/30/2026 | ☆ |
| 17588 | Adams Financial Concepts, Llc CRD 134545 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $78.5M | 113 | 113 | 3 | 07/07/2026 | ☆ |
| 17589 | J.M. Bruderman & Company, Llc CRD 323195 | Locust Valley, NY | Wealth Manager · Boutique (under $100M) | $78.5M | 36 | 33 | 5 | 02/28/2026 | ☆ |
| 17590 | Hart Financial, Llc CRD 291530 | Akron, CO | Wealth Manager · Boutique (under $100M) | $78.5M | 423 | 620 | 1 | 02/13/2026 | ☆ |
| 17591 | Heritage Capital Partners,Inc. CRD 120748 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $78.5M | 28 | 31 | 1 | 09/16/2026 | ☆ |
| 17592 | Hutchins Canning & Company Pa CRD 118918 | Kitty Hawk, NC | Wealth Manager · Boutique (under $100M) | $78.5M | 79 | 79 | 10 | 03/18/2026 | ☆ |
| 17593 | Centurion Financial Strategies Llc CRD 316454 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $78.5M | 105 | 375 | 5 | 02/23/2026 | ☆ |
| 17594 | Elevated Retirement Financial Services Llc CRD 300106 | Wealth Manager · Boutique (under $100M) | $78.5M | 105 | 334 | 1 | 01/15/2026 | ☆ | |
| 17595 | Midwest Investment Advisors, Llc CRD 154408 | Fenton, MO | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $78.4M | 285 | 285 | 1 | 03/17/2026 | ☆ |
| 17596 | Portland Financial Planning Group, Llc CRD 116168 | Portland, ME | Wealth Manager · Boutique (under $100M) | $78.4M | 33 | 137 | 2 | 03/27/2026 | ☆ |
| 17597 | Emery Partners, Llc CRD 336787 | Boston, MA | Mutual Fund / Asset Manager · Boutique (under $100M) | $78.4M | 1 | 1 | 4 | 03/17/2026 | ☆ |
| 17598 | Jgr Financial Solutions, Llc CRD 226585 | Wealth Manager · Boutique (under $100M) | $78.3M | 93 | 258 | 1 | 04/28/2026 | ☆ | |
| 17599 | Revere Wealth Management Llc CRD 170560 | New York, NY | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $78.3M | 101 | 101 | 7 | 08/20/2026 | ☆ |
| 17600 | Smp Financial Planning, Llc CRD 315300 | Wealth Manager · Boutique (under $100M) | $78.3M | 45 | 108 | 2 | 09/24/2026 | ☆ |