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 |
|---|---|---|---|---|---|---|---|---|---|
| 19001 | Wilson Investment Advisory Services, Llc CRD 133771 | Wealth Manager · Boutique (under $100M) | $57.8M | 64 | 83 | 1 | 02/09/2026 | ☆ | |
| 19002 | Kailai Advisers Ltd. CRD 161692 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $57.8M | 2 | 2 | 9 | 05/21/2026 | ☆ |
| 19003 | Hafele Investments, Inc. CRD 341803 | Louisville, KY | Private Fund Manager · Boutique (under $100M) | $57.7M | 9 | 9 | 4 | 07/01/2026 | ☆ |
| 19004 | Dunlap Equity Management, Llc. CRD 130996 | San Francisco, CA | Private Fund Manager · Boutique (under $100M) | $57.7M | 1 | 1 | 1 | 06/24/2026 | ☆ |
| 19005 | Efc Wealth Management Firm Llc CRD 312671 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $57.7M | 168 | 324 | 5 | 07/15/2026 | ☆ |
| 19006 | Steele, Sherman Marquis CRD 128806 | Wealth Manager · Boutique (under $100M) | $57.7M | 62 | 181 | 1 | 03/27/2026 | ☆ | |
| 19007 | Amplify Endowment Management, Llc CRD 277129 | Endowment & Foundation Advisor · Boutique (under $100M) | $57.6M | 2 | 4 | 1 | 03/30/2026 | ☆ | |
| 19008 | Williams Advisory Services, Llc CRD 153782 | Wellesley, MA | Wealth Manager · Boutique (under $100M) | $57.6M | 49 | 146 | 3 | 03/05/2026 | ☆ |
| 19009 | Win Team Insurance Services, Inc. CRD 136680 | Irvine, CA | Insurance-Affiliated · Boutique (under $100M) | $57.6M | 84 | 143 | 3 | 07/16/2026 | ☆ |
| 19010 | Phillips Ray Capital Management, Inc. CRD 114408 | Fort Worth, TX | Wealth Manager · Boutique (under $100M) | $57.6M | 98 | 76 | 1 | 03/16/2026 | ☆ |
| 19011 | Brooks, Wayne I CRD 168816 | Utica, NY | Insurance-Affiliated · Boutique (under $100M) | $57.5M | 66 | 124 | 3 | 03/31/2026 | ☆ |
| 19012 | Globe & Anchor Wealth Management & Financial Planning, Llc CRD 287722 | Walnut Creek, CA | Wealth Manager · Boutique (under $100M) | $57.5M | 65 | 165 | 1 | 02/13/2026 | ☆ |
| 19013 | Fire Wealth Management Llc CRD 327958 | Mayfield, KY | Wealth Manager · Boutique (under $100M) | $57.5M | 68 | 246 | 2 | 09/17/2026 | ☆ |
| 19014 | Matthews Advisors, Llc CRD 114456 | Colorado Springs, CO | Wealth Manager · Boutique (under $100M) | $57.5M | 76 | 164 | 1 | 03/16/2026 | ☆ |
| 19015 | Houston Wealth Advisers, Llc. CRD 299442 | Houston, TX | Wealth Manager · Boutique (under $100M) | $57.4M | 236 | 542 | 1 | 03/23/2026 | ☆ |
| 19016 | Princeton Value Partners Llc CRD 313153 | New York, NY | Investment Adviser · Boutique (under $100M) | $57.4M | 31 | 53 | 2 | 03/04/2026 | ☆ |
| 19017 | Firethorn Capital, Llc CRD 127698 | Wealth Manager · Boutique (under $100M) | $57.4M | 41 | 94 | 2 | 04/15/2026 | ☆ | |
| 19018 | Emeth Value Capital, Llc CRD 310696 | New Orleans, LA | Wealth Manager · Boutique (under $100M) | $57.4M | 37 | 37 | 1 | 08/26/2026 | ☆ |
| 19019 | Welon, Llc CRD 297322 | Montgomery, AL | Trust Company · Boutique (under $100M) | $57.4M | 44 | 85 | 4 | 08/14/2026 | ☆ |
| 19020 | Network Investment Advisors Incorporated CRD 290927 | Commack, NY | Wealth Manager · Boutique (under $100M) | $57.4M | 118 | 174 | 5 | 04/01/2025 | ☆ |
| 19021 | Jla Capital, Llc CRD 335218 | Wealth Manager · Boutique (under $100M) | $57.4M | 36 | 77 | 1 | 03/16/2026 | ☆ | |
| 19022 | Embark Wealth Management, Llc CRD 157950 | Tempe, AZ | Wealth Manager · Boutique (under $100M) | $57.4M | 369 | 369 | 3 | 03/30/2026 | ☆ |
| 19023 | Springsteel Investment Advisors, Llc CRD 166126 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $57.4M | 67 | 227 | 2 | 02/11/2026 | ☆ |
| 19024 | Sankota Capital Llc CRD 333468 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $57.4M | 31 | 35 | 4 | 09/22/2026 | ☆ |
| 19025 | Nautical Star Financial Group Llc CRD 316426 | Las Colinas, TX | Wealth Manager · Boutique (under $100M) | $57.4M | 75 | 168 | 5 | 03/19/2026 | ☆ |
| 19026 | Centurion Counsel,Inc. CRD 110083 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $57.4M | 52 | 52 | 3 | 04/20/2026 | ☆ |
| 19027 | Hayden Capital Llc CRD 283201 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $57.4M | 112 | 130 | 1 | 08/07/2026 | ☆ |
| 19028 | Comprehensive Investment Management, Llc CRD 133272 | Wealth Manager · Boutique (under $100M) | $57.3M | 55 | 55 | 6 | 01/16/2026 | ☆ | |
| 19029 | Owl And Ore Llc CRD 283734 | Pleasant Hill, CA | Wealth Manager · Boutique (under $100M) | $57.3M | 71 | 289 | 1 | 01/29/2026 | ☆ |
| 19030 | Nottinghill Investment Advisers Ltd CRD 106804 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $57.2M | 75 | 75 | 4 | 03/30/2026 | ☆ |
| 19031 | Weise Risk Advisors, Llc CRD 297830 | Brentwood, TN | Wealth Manager · Boutique (under $100M) | $57.2M | 10 | 10 | 3 | 03/31/2026 | ☆ |
| 19032 | Life By Design Investment Advisory Services CRD 301816 | Dana Point, CA | Wealth Manager · Boutique (under $100M) | $57.2M | 55 | 134 | 4 | 03/25/2026 | ☆ |
| 19033 | N&B Associates Llc CRD 305940 | Wealth Manager · Boutique (under $100M) | $57.2M | 86 | 86 | 1 | 05/21/2025 | ☆ | |
| 19034 | Integrity Financial Advisors, Llc CRD 290127 | Grand Rapids, MI | Wealth Manager · Boutique (under $100M) | $57.2M | 339 | 453 | 3 | 08/21/2026 | ☆ |
| 19035 | Prominence Capital Gp Llc. CRD 165595 | Eagle, ID | Wealth Manager · Boutique (under $100M) | $57.1M | 23 | 126 | 1 | 03/07/2026 | ☆ |
| 19036 | Loftus Wealth Strategies Llc CRD 316582 | Wealth Manager · Boutique (under $100M) | $57.1M | 124 | 179 | 2 | 01/20/2026 | ☆ | |
| 19037 | Masani Wealth Management, Llc CRD 169666 | Insurance-Affiliated · Boutique (under $100M) | $57.1M | 61 | 217 | 1 | 02/09/2026 | ☆ | |
| 19038 | Martino Capital, Llc CRD 329648 | Wealth Manager · Boutique (under $100M) | $57.1M | 205 | 196 | 2 | 09/16/2026 | ☆ | |
| 19039 | Summit Investment Advisory Group Llc CRD 306690 | Huntingdon Valley, PA | Wealth Manager · Boutique (under $100M) | $57.1M | 116 | 167 | 2 | 05/26/2026 | ☆ |
| 19040 | Newoak Asset Management Llc CRD 172956 | New York, NY | Investment Adviser · Boutique (under $100M) | $57.1M | 3 | 3 | 6 | 03/31/2026 | ☆ |
| 19041 | Financial Counsel, Llc CRD 113828 | Wealth Manager · Boutique (under $100M) | $57.1M | 112 | 182 | 1 | 03/30/2026 | ☆ | |
| 19042 | Renew Wealth Management Llc CRD 329069 | Alexandria, VA | Wealth Manager · Boutique (under $100M) | $57.0M | 35 | 117 | 3 | 03/09/2026 | ☆ |
| 19043 | N CRD 312410 | Wealth Manager · Boutique (under $100M) | $57.0M | 72 | 72 | 2 | 03/31/2025 | ☆ | |
| 19044 | Silver Lake Advisors, Llc CRD 149015 | Wealth Manager · Boutique (under $100M) | $57.0M | 27 | 57 | 1 | 05/26/2026 | ☆ | |
| 19045 | Ellija Capital Management, Llc CRD 137151 | Wealth Manager · Boutique (under $100M) | $57.0M | 381 | 873 | 2 | 01/06/2026 | ☆ | |
| 19046 | Benefit & Investment Consulting, Llc CRD 136428 | Institutional / Pension Advisor · Boutique (under $100M) | $57.0M | 1 | 1 | 08/31/2026 | ☆ | ||
| 19047 | Calhoun Wealth Management, Llc CRD 286389 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $57.0M | 125 | 375 | 1 | 01/30/2026 | ☆ |
| 19048 | Essex Asset Management Group Inc. CRD 116184 | South Burlington, VT | Wealth Manager · Boutique (under $100M) | $57.0M | 80 | 236 | 4 | 03/13/2026 | ☆ |
| 19049 | Financially Healthy, Llc CRD 156022 | Oakland, CA | Wealth Manager · Boutique (under $100M) | $57.0M | 60 | 162 | 1 | 02/05/2026 | ☆ |
| 19050 | First Down Financial, Inc. CRD 313133 | Oviedo, FL | Insurance-Affiliated · Boutique (under $100M) | $57.0M | 52 | 52 | 10 | 04/30/2026 | ☆ |