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 |
|---|---|---|---|---|---|---|---|---|---|
| 18601 | The Journeys Group, Inc. CRD 152275 | Winterville, NC | Insurance-Affiliated · Boutique (under $100M) | $63.0M | 174 | 372 | 2 | 03/14/2025 | ☆ |
| 18602 | The Mckeel Company, Llc CRD 142132 | Flower Mound, TX | Wealth Manager · Boutique (under $100M) | $63.0M | 35 | 35 | 2 | 09/08/2026 | ☆ |
| 18603 | Purposepath Capital, Llc CRD 315556 | Quincy, IL | Wealth Manager · Boutique (under $100M) | $63.0M | 135 | 360 | 5 | 07/12/2026 | ☆ |
| 18604 | Edgehelm, Llc CRD 305015 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $63.0M | 37 | 72 | 1 | 01/15/2026 | ☆ |
| 18605 | Capital Research Advisors, Llc CRD 125621 | Suwanee, GA | Wealth Manager · Boutique (under $100M) | $62.9M | 159 | 154 | 2 | 03/26/2026 | ☆ |
| 18606 | Retire Pittsburgh Management Llc CRD 311977 | Murrysville, PA | Wealth Manager · Boutique (under $100M) | $62.9M | 104 | 226 | 4 | 03/02/2026 | ☆ |
| 18607 | Bryant & Brannock, Llc CRD 148254 | Durham, NC | Insurance-Affiliated · Boutique (under $100M) | $62.9M | 128 | 183 | 3 | 03/19/2026 | ☆ |
| 18608 | Corinthian Partners Asset Management Llc CRD 109385 | New York, NY | Wealth Manager · Boutique (under $100M) | $62.9M | 299 | 299 | 7 | 03/24/2026 | ☆ |
| 18609 | Value Monitoring, Inc CRD 106056 | Menlo Park, CA | Insurance-Affiliated · Boutique (under $100M) | $62.9M | 58 | 58 | 2 | 03/12/2026 | ☆ |
| 18610 | Principly, Inc. CRD 281813 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $62.9M | 14,482 | 18,672 | 15 | 03/31/2026 | ☆ |
| 18611 | Step By Step Financial, Llc CRD 146345 | Tulsa, OK | Wealth Manager · Boutique (under $100M) | $62.9M | 66 | 234 | 2 | 05/29/2026 | ☆ |
| 18612 | Rise Private Wealth Advisors Llc CRD 309356 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $62.9M | 135 | 366 | 2 | 02/23/2026 | ☆ |
| 18613 | Whitespace Financial, Llc CRD 149069 | Palo Alto, CA | Wealth Manager · Boutique (under $100M) | $62.9M | 28 | 80 | 3 | 03/30/2026 | ☆ |
| 18614 | Atlantes Financial Advisors Corp CRD 138210 | Fairhope, AL | Wealth Manager · Boutique (under $100M) | $62.8M | 46 | 46 | 1 | 03/31/2026 | ☆ |
| 18615 | Prairie Ridge Asset Management, Llc CRD 289006 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $62.8M | 58 | 183 | 1 | 03/03/2026 | ☆ |
| 18616 | Snider Talbot Financial Planning Llc CRD 144026 | Liberty, MO | Wealth Manager · Boutique (under $100M) | $62.8M | 170 | 170 | 4 | 03/23/2026 | ☆ |
| 18617 | Bright Asset Management Llc CRD 140972 | Wealth Manager · Boutique (under $100M) | $62.8M | 30 | 76 | 1 | 03/31/2026 | ☆ | |
| 18618 | I Squared Wealth Management, Inc. CRD 282152 | Totowa, NJ | Wealth Manager · Boutique (under $100M) | $62.8M | 76 | 162 | 1 | 02/02/2026 | ☆ |
| 18619 | Vantage Wealth Management Llc CRD 324413 | Corvallis, OR | Insurance-Affiliated · Boutique (under $100M) | $62.8M | 224 | 322 | 5 | 03/18/2026 | ☆ |
| 18620 | Ancap Financial Llc CRD 328249 | Wealth Manager · Boutique (under $100M) | $62.8M | 68 | 338 | 2 | 09/17/2026 | ☆ | |
| 18621 | The Capital Group Investment Advisors Inc CRD 129615 | Warwick, RI | Wealth Manager · Boutique (under $100M) | $62.8M | 289 | 276 | 1 | 03/12/2026 | ☆ |
| 18622 | Kelley Wright & Company, Inc. CRD 118358 | San Juan Capistrano, CA | Wealth Manager · Boutique (under $100M) | $62.8M | 45 | 45 | 1 | 03/27/2026 | ☆ |
| 18623 | Birch Elliott Financial, Llc CRD 300046 | Wealth Manager · Boutique (under $100M) | $62.7M | 67 | 209 | 1 | 03/27/2026 | ☆ | |
| 18624 | Harlan Financial Llc CRD 312995 | Wealth Manager · Boutique (under $100M) | $62.7M | 103 | 219 | 1 | 03/26/2026 | ☆ | |
| 18625 | Cornerstone Investment Advisors, Inc. CRD 125611 | Wealth Manager · Boutique (under $100M) | $62.7M | 61 | 159 | 1 | 03/17/2026 | ☆ | |
| 18626 | Lisch Investment Management Llc CRD 127753 | Wealth Manager · Boutique (under $100M) | $62.7M | 101 | 297 | 2 | 01/14/2026 | ☆ | |
| 18627 | Kademian Financial Group Inc CRD 109459 | Milwaukee, WI | Insurance-Affiliated · Boutique (under $100M) | $62.7M | 170 | 170 | 1 | 04/02/2026 | ☆ |
| 18628 | Provident Living Advisors Llc CRD 290723 | Silverdale, WA | Wealth Manager · Boutique (under $100M) | $62.7M | 128 | 298 | 1 | 08/18/2026 | ☆ |
| 18629 | Surety Investment Services, Inc. CRD 135295 | Los Angeles, CA | Insurance-Affiliated · Boutique (under $100M) | $62.7M | 114 | 149 | 4 | 01/06/2026 | ☆ |
| 18630 | Zenith Financial Planning Inc CRD 331585 | Wealth Manager · Boutique (under $100M) | $62.6M | 63 | 249 | 1 | 09/04/2026 | ☆ | |
| 18631 | Integrated Wealth Management, Llc CRD 285838 | Portsmouth, NH | Insurance-Affiliated · Boutique (under $100M) | $62.6M | 39 | 166 | 3 | 02/23/2026 | ☆ |
| 18632 | Advisor Financial Services Inc CRD 118537 | Chatham, NY | Wealth Manager · Boutique (under $100M) | $62.6M | 223 | 435 | 2 | 08/03/2026 | ☆ |
| 18633 | Bbk Wealth Llc CRD 311324 | Fishers, IN | Wealth Manager · Boutique (under $100M) | $62.6M | 94 | 224 | 2 | 03/10/2026 | ☆ |
| 18634 | Optimized Capital Llc CRD 333237 | Institutional / Pension Advisor · Boutique (under $100M) | $62.6M | 10 | 10 | 2 | 02/19/2026 | ☆ | |
| 18635 | Oak Capital Advisors, Llc CRD 285091 | Wealth Manager · Boutique (under $100M) | $62.6M | 99 | 219 | 1 | 02/27/2026 | ☆ | |
| 18636 | Leslie Marie Giordano CRD 126274 | Garden City, NY | Insurance-Affiliated · Boutique (under $100M) | $62.6M | 153 | 150 | 1 | 06/24/2026 | ☆ |
| 18637 | B F Anderson & Co. Inc. CRD 109050 | Baton Rouge, LA | Wealth Manager · Boutique (under $100M) | $62.6M | 65 | 88 | 3 | 03/23/2026 | ☆ |
| 18638 | Pathway Advisors, Llc CRD 306117 | Fallbrook, CA | Wealth Manager · Boutique (under $100M) | $62.5M | 113 | 289 | 4 | 03/25/2026 | ☆ |
| 18639 | Mountain View Strategic Wealth, Llc CRD 154295 | Hopewell Junction, NY | Wealth Manager · Boutique (under $100M) | $62.5M | 157 | 343 | 2 | 03/31/2026 | ☆ |
| 18640 | Cornerstone Investment Services Llc CRD 129164 | Providence, RI | Wealth Manager · Boutique (under $100M) | $62.5M | 82 | 191 | 3 | 03/18/2026 | ☆ |
| 18641 | Evergreen Wealth Management Llc CRD 313909 | Boston, MA | Wealth Manager · Boutique (under $100M) | $62.5M | 32 | 124 | 1 | 01/07/2026 | ☆ |
| 18642 | New Legacy Financial Group, Llc CRD 151155 | Smithville, OH | Wealth Manager · Boutique (under $100M) | $62.5M | 137 | 260 | 1 | 03/29/2026 | ☆ |
| 18643 | R. Kent Harris And Associates, Ltd. CRD 112707 | Greenwood Village, CO | Insurance-Affiliated · Boutique (under $100M) | $62.5M | 338 | 338 | 1 | 05/06/2026 | ☆ |
| 18644 | Mette Associates, Llc CRD 140812 | Tempe, AZ | Investment Adviser · Boutique (under $100M) | $62.5M | 16 | 16 | 5 | 05/31/2024 | ☆ |
| 18645 | Infinity Wealth Management, Inc. CRD 171510 | Denver, CO | Wealth Manager · Boutique (under $100M) | $62.5M | 698 | 698 | 3 | 04/01/2026 | ☆ |
| 18646 | Pwjohnson Wealth & Legacy, Llc CRD 133538 | Los Altos, CA | Wealth Manager · Boutique (under $100M) | $62.5M | 54 | 54 | 3 | 03/31/2026 | ☆ |
| 18647 | Raaf Investment Advisors, Llc CRD 156004 | Portland, OR | Wealth Manager · Boutique (under $100M) | $62.5M | 47 | 89 | 2 | 02/10/2026 | ☆ |
| 18648 | Infresh, Inc. CRD 156316 | Findlay, OH | Wealth Manager · Boutique (under $100M) | $62.4M | 122 | 432 | 2 | 06/30/2026 | ☆ |
| 18649 | Amy T. Sharp, Cfp, Llc CRD 285405 | Insurance-Affiliated · Boutique (under $100M) | $62.4M | 121 | 228 | 1 | 03/31/2026 | ☆ | |
| 18650 | Hachiko Financial Usa Corp. CRD 299816 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $62.4M | 35 | 35 | 2 | 03/25/2026 | ☆ |