Investment advisers
45,192 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 |
|---|---|---|---|---|---|---|---|---|---|
| 18351 | Presidio Advisors, Llc CRD 328699 | Wealth Manager · Boutique (under $100M) | $66.3M | 38 | 281 | 1 | 06/17/2026 | ☆ | |
| 18352 | Long View Financial Services, Inc CRD 139727 | Wealth Manager · Boutique (under $100M) | $66.3M | 71 | 182 | 2 | 03/17/2026 | ☆ | |
| 18353 | Mifi Wealth, Llc CRD 149291 | Boulder, CO | Insurance-Affiliated · Boutique (under $100M) | $66.3M | 54 | 189 | 4 | 05/07/2026 | ☆ |
| 18354 | Camelot Wealth Management, Llc CRD 171275 | Wealth Manager · Boutique (under $100M) | $66.3M | 101 | 307 | 2 | 08/18/2026 | ☆ | |
| 18355 | Creative Wealth Strategies CRD 156719 | Minnetonka, MN | Wealth Manager · Boutique (under $100M) | $66.3M | 75 | 159 | 3 | 03/27/2026 | ☆ |
| 18356 | Toner Asset Management Group, Inc. CRD 120640 | Virginia Beach, VA | Wealth Manager · Boutique (under $100M) | $66.3M | 23 | 92 | 1 | 06/15/2026 | ☆ |
| 18357 | Alexis Advisors, Llc CRD 167075 | Wealth Manager · Boutique (under $100M) | $66.2M | 91 | 236 | 2 | 03/11/2026 | ☆ | |
| 18358 | Vision Wealth Planning, Llc CRD 165456 | Glen Allen, VA | Wealth Manager · Boutique (under $100M) | $66.2M | 25 | 80 | 2 | 02/12/2026 | ☆ |
| 18359 | C & C Financial Services, Inc. CRD 106752 | Great Neck, NY | Wealth Manager · Boutique (under $100M) | $66.2M | 46 | 46 | 2 | 03/26/2026 | ☆ |
| 18360 | Coastal Way Financial Group, Llc CRD 285844 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $66.2M | 85 | 85 | 1 | 01/20/2026 | ☆ |
| 18361 | Isgam Us Llc CRD 320841 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $66.2M | 51 | 52 | 5 | 08/03/2026 | ☆ |
| 18362 | Glenn Morris, Inc. CRD 338474 | Anderson, CA | Wealth Manager · Boutique (under $100M) | $66.2M | 148 | 227 | 2 | 03/04/2026 | ☆ |
| 18363 | Peak Wealth Planning, Llc CRD 170262 | Chicago, IL | Insurance-Affiliated · Boutique (under $100M) | $66.1M | 30 | 78 | 2 | 03/03/2026 | ☆ |
| 18364 | Mcclure Investment Management, Llc CRD 121205 | Wealth Manager · Boutique (under $100M) | $66.1M | 73 | 214 | 3 | 03/26/2026 | ☆ | |
| 18365 | Vam Group, Llc CRD 323226 | Sewickley, PA | Investment Adviser · Boutique (under $100M) | $66.1M | 32 | 79 | 2 | 03/13/2026 | ☆ |
| 18366 | Main Street Investment Management, Llc CRD 161452 | Edmond, OK | Wealth Manager · Boutique (under $100M) | $66.1M | 262 | 368 | 2 | 02/06/2026 | ☆ |
| 18367 | Mc2 Financial Advisers, Inc. CRD 116309 | Newtown Square, PA | Wealth Manager · Boutique (under $100M) | $66.1M | 69 | 69 | 4 | 03/31/2026 | ☆ |
| 18368 | Komorebi Global Llc CRD 310437 | Wealth Manager · Boutique (under $100M) | $66.0M | 33 | 33 | 1 | 03/23/2026 | ☆ | |
| 18369 | Kai Advisors, Llc CRD 137833 | Wealth Manager · Boutique (under $100M) | $66.0M | 41 | 310 | 1 | 02/20/2026 | ☆ | |
| 18370 | Cabildo Capital Llc CRD 297330 | Wealth Manager · Boutique (under $100M) | $66.0M | 80 | 80 | 1 | 03/10/2026 | ☆ | |
| 18371 | Family Capital Advisors, Llc CRD 291257 | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $66.0M | 89 | 144 | 2 | 01/20/2026 | ☆ | |
| 18372 | Farley Financial CRD 144922 | Wealth Manager · Boutique (under $100M) | $66.0M | 150 | 150 | 2 | 09/30/2026 | ☆ | |
| 18373 | Fernandez Financial Advisory, L.L.C. CRD 112954 | Los Alamitos, CA | Wealth Manager · Boutique (under $100M) | $66.0M | 54 | 147 | 1 | 03/26/2026 | ☆ |
| 18374 | Kam South, Llc CRD 158174 | Wealth Manager · Boutique (under $100M) | $66.0M | 87 | 87 | 1 | 01/20/2026 | ☆ | |
| 18375 | Whole Family Financial Services, Inc. CRD 305027 | Wealth Manager · Boutique (under $100M) | $66.0M | 77 | 188 | 1 | 03/28/2026 | ☆ | |
| 18376 | The Rosamond Financial Group Wealth Management, Llc CRD 290902 | Marble Falls, TX | Insurance-Affiliated · Boutique (under $100M) | $66.0M | 68 | 275 | 5 | 03/06/2026 | ☆ |
| 18377 | Massie Financial Planning Inc. CRD 324095 | Alexandria, VA | Wealth Manager · Boutique (under $100M) | $66.0M | 45 | 160 | 1 | 04/09/2026 | ☆ |
| 18378 | Rivercities Asset Management, Llc CRD 122576 | Owensboro, KY | Wealth Manager · Boutique (under $100M) | $65.9M | 183 | 183 | 3 | 03/31/2025 | ☆ |
| 18379 | Michael J.D. Mccall, Llc CRD 126981 | Wealth Manager · Boutique (under $100M) | $65.9M | 52 | 139 | 1 | 03/23/2026 | ☆ | |
| 18380 | Dmc Wealth Management, Llc CRD 299804 | Birmingham, AL | Wealth Manager · Boutique (under $100M) | $65.9M | 70 | 150 | 1 | 03/24/2026 | ☆ |
| 18381 | Sensus Investment Management Group Llc CRD 145961 | Englewood Cliffs, NJ | Wealth Manager · Boutique (under $100M) | $65.9M | 7 | 8 | 1 | 03/30/2026 | ☆ |
| 18382 | Odiorne Point Asset Management, Llc CRD 324617 | Portsmouth, NH | Wealth Manager · Boutique (under $100M) | $65.9M | 202 | 265 | 3 | 03/16/2026 | ☆ |
| 18383 | Us Advisory Group Llc CRD 109291 | Beverly, MA | Wealth Manager · Boutique (under $100M) | $65.8M | 105 | 206 | 4 | 03/03/2026 | ☆ |
| 18384 | Ace & Company New York, Inc. CRD 304442 | New York, NY | Private Fund Manager · Boutique (under $100M) | $65.8M | 4 | 4 | 4 | 04/01/2026 | ☆ |
| 18385 | North River Wealth Advisors Llc CRD 319417 | Pittsburgh, PA | Wealth Manager · Boutique (under $100M) | $65.8M | 106 | 280 | 3 | 01/28/2026 | ☆ |
| 18386 | Tak Advisory Llc CRD 168814 | Wealth Manager · Boutique (under $100M) | $65.8M | 62 | 156 | 1 | 02/06/2026 | ☆ | |
| 18387 | Innovative Family Office Llc CRD 329496 | Somers, NY | Multi-Family Office · Boutique (under $100M) | $65.8M | 276 | 276 | 8 | 04/15/2026 | ☆ |
| 18388 | New Amsterdam Wealth Planning CRD 309962 | Wealth Manager · Boutique (under $100M) | $65.8M | 52 | 145 | 1 | 01/13/2026 | ☆ | |
| 18389 | Resq Investment Partners, Llc CRD 169528 | Scottsdale, AZ | Mutual Fund / Asset Manager · Boutique (under $100M) | $65.8M | 2 | 2 | 5 | 03/10/2026 | ☆ |
| 18390 | Stamberger Capital Management, Llc CRD 149523 | Wealth Manager · Boutique (under $100M) | $65.8M | 18 | 33 | 1 | 04/13/2026 | ☆ | |
| 18391 | Az Legacy Wealth Llc CRD 308906 | Glendale, AZ | Wealth Manager · Boutique (under $100M) | $65.8M | 338 | 889 | 2 | 08/19/2026 | ☆ |
| 18392 | Cio Wealth Management, Inc. CRD 313576 | Sudbury, MA | Wealth Manager · Boutique (under $100M) | $65.8M | 59 | 137 | 1 | 08/18/2026 | ☆ |
| 18393 | Venturemfo Llc CRD 304331 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $65.8M | 24 | 1 | 03/31/2026 | ☆ | |
| 18394 | The Planners Inc. CRD 326556 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $65.7M | 136 | 506 | 4 | 09/18/2026 | ☆ |
| 18395 | Kilcullin Financial Life Planning, Llc CRD 281362 | Wealth Manager · Boutique (under $100M) | $65.7M | 96 | 137 | 1 | 03/31/2026 | ☆ | |
| 18396 | Fleming, Ann Muriel CRD 134146 | Walnut Creek, CA | Wealth Manager · Boutique (under $100M) | $65.7M | 44 | 144 | 2 | 03/19/2026 | ☆ |
| 18397 | Portia Capital Management, Llc CRD 286662 | Fort Worth, TX | Endowment & Foundation Advisor · Boutique (under $100M) | $65.7M | 35 | 36 | 2 | 06/12/2026 | ☆ |
| 18398 | Kmr Wealth Advisory, Llc CRD 171327 | San Luis Obispo, CA | Wealth Manager · Boutique (under $100M) | $65.7M | 99 | 207 | 1 | 03/16/2026 | ☆ |
| 18399 | Vector Financial Solutions, Inc. CRD 291895 | Escondido, CA | Wealth Manager · Boutique (under $100M) | $65.7M | 140 | 265 | 3 | 08/27/2026 | ☆ |
| 18400 | Griffin Financial Advisors, Llc CRD 171455 | Insurance-Affiliated · Boutique (under $100M) | $65.7M | 155 | 288 | 2 | 06/03/2026 | ☆ |