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 |
|---|---|---|---|---|---|---|---|---|---|
| 17651 | Cairn Financial Group Llc CRD 299889 | Wealth Manager · Boutique (under $100M) | $77.4M | 190 | 671 | 4 | 10/02/2026 | ☆ | |
| 17652 | Aaron Brask Capital Llc CRD 155472 | Lake Worth Beach, FL | Wealth Manager · Boutique (under $100M) | $77.4M | 42 | 149 | 2 | 05/04/2026 | ☆ |
| 17653 | Atlas Investment Advisory Llc CRD 284935 | Canton, GA | Insurance-Affiliated · Boutique (under $100M) | $77.4M | 227 | 146 | 1 | 07/27/2026 | ☆ |
| 17654 | Dhamma Capital, Llc CRD 302037 | Wealth Manager · Boutique (under $100M) | $77.4M | 53 | 150 | 1 | 03/05/2026 | ☆ | |
| 17655 | Financial Freedom Capital Management Llp CRD 174385 | Wealth Manager · Boutique (under $100M) | $77.4M | 279 | 234 | 1 | 03/30/2026 | ☆ | |
| 17656 | Maureen A. Whelan CRD 140357 | Wealth Manager · Boutique (under $100M) | $77.4M | 46 | 148 | 1 | 03/02/2026 | ☆ | |
| 17657 | Open Range Financial Group, Llc CRD 175296 | Waco, TX | Wealth Manager · Boutique (under $100M) | $77.3M | 71 | 207 | 3 | 07/30/2026 | ☆ |
| 17658 | Gps Financial, Llc CRD 290227 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $77.3M | 263 | 563 | 2 | 03/17/2026 | ☆ |
| 17659 | Badger Capital Advisors, Llc CRD 158410 | Driggs, ID | Wealth Manager · Boutique (under $100M) | $77.2M | 34 | 33 | 1 | 04/23/2026 | ☆ |
| 17660 | O'bannon & Davis Inc CRD 134005 | Williamsville, NY | Insurance-Affiliated · Boutique (under $100M) | $77.2M | 473 | 473 | 5 | 03/30/2026 | ☆ |
| 17661 | Palm Capital Group Llc CRD 333395 | Wealth Manager · Boutique (under $100M) | $77.2M | 37 | 37 | 1 | 03/31/2026 | ☆ | |
| 17662 | Objective Wealth, Llc CRD 305321 | Wealth Manager · Boutique (under $100M) | $77.2M | 69 | 234 | 1 | 02/28/2026 | ☆ | |
| 17663 | Wealthboost Advisors, Llc CRD 285273 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $77.2M | 41 | 196 | 2 | 02/04/2026 | ☆ |
| 17664 | Integrity Wealth Management, Inc. CRD 137803 | Sarasota, FL | Insurance-Affiliated · Boutique (under $100M) | $77.2M | 110 | 231 | 4 | 03/26/2026 | ☆ |
| 17665 | Palmer Square Private Credit Management Llc CRD 324817 | Mission Woods, KS | Private Fund Manager · Boutique (under $100M) | $77.2M | 1 | 1 | 76 | 03/31/2026 | ☆ |
| 17666 | Vitality Capital Management, Llc CRD 284276 | South Jordan, UT | Wealth Manager · Boutique (under $100M) | $77.2M | 197 | 793 | 3 | 03/31/2026 | ☆ |
| 17667 | Aberle Investment Management Llc CRD 286421 | Wealth Manager · Boutique (under $100M) | $77.2M | 67 | 189 | 3 | 03/13/2026 | ☆ | |
| 17668 | Gk Capital Partners Llc CRD 150604 | Olympia, WA | Wealth Manager · Boutique (under $100M) | $77.1M | 74 | 74 | 2 | 03/27/2026 | ☆ |
| 17669 | Your Financial Advocate, Llc CRD 331376 | Wealth Manager · Boutique (under $100M) | $77.1M | 75 | 187 | 1 | 02/04/2026 | ☆ | |
| 17670 | Sherman Investment Advisors Llc CRD 152955 | Oregon City, OR | Wealth Manager · Boutique (under $100M) | $77.1M | 356 | 356 | 3 | 03/26/2026 | ☆ |
| 17671 | Cavacco, Alfred, Leo CRD 131686 | Plymouth, MA | Wealth Manager · Boutique (under $100M) | $77.1M | 85 | 85 | 1 | 01/07/2026 | ☆ |
| 17672 | Decade Perspective Capital Management Llc CRD 150717 | Wealth Manager · Boutique (under $100M) | $77.0M | 270 | 595 | 1 | 01/21/2026 | ☆ | |
| 17673 | Walton Rahal Cpas Pllc CRD 142545 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $77.0M | 40 | 125 | 8 | 01/09/2026 | ☆ |
| 17674 | Lakeshore Wealth Management Llc CRD 331324 | Lake Lotawana, MO | Insurance-Affiliated · Boutique (under $100M) | $77.0M | 408 | 825 | 3 | 07/28/2026 | ☆ |
| 17675 | Strategic Investment Advisors, Ltd. CRD 114888 | Cape Girardeau, MO | Wealth Manager · Boutique (under $100M) | $76.9M | 301 | 477 | 1 | 03/23/2026 | ☆ |
| 17676 | Stout Capital Management Llc CRD 120587 | Encinitas, CA | Wealth Manager · Boutique (under $100M) | $76.9M | 36 | 110 | 2 | 01/26/2026 | ☆ |
| 17677 | Olimpio Neu & Associates, Inc. CRD 114752 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $76.9M | 73 | 243 | 3 | 02/23/2026 | ☆ |
| 17678 | Mrm Financial Advisors, Llc CRD 290753 | Frisco, TX | Insurance-Affiliated · Boutique (under $100M) | $76.9M | 53 | 53 | 3 | 03/23/2026 | ☆ |
| 17679 | Gulfcoast Financial Services, Inc. CRD 137201 | Lake City, FL | Wealth Manager · Boutique (under $100M) | $76.9M | 282 | 398 | 7 | 09/15/2026 | ☆ |
| 17680 | Omnia Finance, Llc CRD 159820 | Fargo, ND | Investment Adviser · Boutique (under $100M) | $76.8M | 2 | 2 | 1 | 03/23/2026 | ☆ |
| 17681 | Westlake Wealth Management Llc CRD 308915 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $76.8M | 74 | 253 | 3 | 06/25/2026 | ☆ |
| 17682 | Fbd Asset Mgmt, Llc CRD 307216 | Bloomington, MN | Wealth Manager · Boutique (under $100M) | $76.8M | 137 | 137 | 1 | 03/30/2026 | ☆ |
| 17683 | Coyne Capital Management, Llc CRD 152814 | Westlake, OH | Wealth Manager · Boutique (under $100M) | $76.8M | 28 | 108 | 1 | 03/30/2026 | ☆ |
| 17684 | Stout Capital Management Llc CRD 342154 | Encinitas, CA | Wealth Manager · Boutique (under $100M) | $76.7M | 37 | 111 | 2 | 07/16/2026 | ☆ |
| 17685 | Integrated Planning Llc CRD 325050 | Aiken, SC | Wealth Manager · Boutique (under $100M) | $76.7M | 161 | 262 | 2 | 03/24/2026 | ☆ |
| 17686 | Pope Financial Planning, Llc CRD 310296 | Lakewood Ranch, FL | Wealth Manager · Boutique (under $100M) | $76.7M | 82 | 244 | 1 | 01/02/2026 | ☆ |
| 17687 | Investment Strategies, L.L.C. CRD 155481 | Wealth Manager · Boutique (under $100M) | $76.7M | 22 | 35 | 2 | 02/25/2026 | ☆ | |
| 17688 | Lyon Bern, Llc CRD 301277 | San Juan, PR | Wealth Manager · Boutique (under $100M) | $76.7M | 212 | 224 | 5 | 07/10/2026 | ☆ |
| 17689 | Dryden Capital, Llc CRD 172648 | New York, NY | Investment Adviser · Boutique (under $100M) | $76.6M | 4 | 4 | 3 | 08/27/2026 | ☆ |
| 17690 | Portside Investment Advisors, Llc CRD 294494 | Port Washington, WI | Wealth Manager · Boutique (under $100M) | $76.6M | 110 | 175 | 2 | 01/28/2026 | ☆ |
| 17691 | Highland Consulting Associates International, Inc. CRD 282906 | Cleveland, OH | Institutional / Pension Advisor · Boutique (under $100M) | $76.6M | 5 | 5 | 0 | 03/18/2026 | ☆ |
| 17692 | Kirkey & Co. Financial Advisors, Inc. CRD 121242 | Hilliard, OH | Wealth Manager · Boutique (under $100M) | $76.6M | 63 | 63 | 2 | 03/26/2026 | ☆ |
| 17693 | Cathay Capital Na, Llc CRD 268816 | New York, NY | Private Fund Manager · Boutique (under $100M) | $76.6M | 6 | 6 | 6 | 03/27/2026 | ☆ |
| 17694 | Princeton Wealth Management Alliance, Llc CRD 298614 | Princeton, NJ | Insurance-Affiliated · Boutique (under $100M) | $76.6M | 174 | 418 | 2 | 03/25/2026 | ☆ |
| 17695 | Forward Financial Llc CRD 316517 | Houston, TX | Wealth Manager · Boutique (under $100M) | $76.6M | 88 | 228 | 1 | 08/13/2026 | ☆ |
| 17696 | K&S Wealth Advisors, Llc CRD 294310 | Lubbock, TX | Wealth Manager · Boutique (under $100M) | $76.6M | 71 | 120 | 4 | 03/04/2026 | ☆ |
| 17697 | Oak Mountain Advisors Llc CRD 168087 | Chicago, IL | Private Fund Manager · Boutique (under $100M) | $76.6M | 12 | 25 | 2 | 03/23/2026 | ☆ |
| 17698 | Kaplan, Brilliant And Fransko, Llc CRD 284252 | Ann Arbor, MI | Wealth Manager · Boutique (under $100M) | $76.5M | 123 | 517 | 6 | 03/30/2026 | ☆ |
| 17699 | Bridge Capital Consulting, Llc CRD 283663 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $76.5M | 141 | 302 | 4 | 07/20/2026 | ☆ |
| 17700 | Genuine Wealth Advisors, Llc CRD 313842 | Indianapolis, IN | Wealth Manager · Boutique (under $100M) | $76.5M | 45 | 102 | 3 | 02/23/2026 | ☆ |