Investment advisers
44,603 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 |
|---|---|---|---|---|---|---|---|---|---|
| 20651 | Grape Modern Wealth Management CRD 319261 | Temecula, CA | Wealth Manager · Boutique (under $100M) | $38.6M | 145 | 318 | 1 | 03/31/2026 | ☆ |
| 20652 | Jb Meridian Advisors, Llc CRD 154676 | Clermont, FL | Wealth Manager · Boutique (under $100M) | $38.6M | 178 | 178 | 2 | 03/17/2026 | ☆ |
| 20653 | Blair Capital Management Llc CRD 323660 | Wealth Manager · Boutique (under $100M) | $38.6M | 30 | 58 | 1 | 02/06/2026 | ☆ | |
| 20654 | The Lessard Investment Group Llc CRD 305770 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $38.6M | 110 | 110 | 1 | 04/29/2026 | ☆ |
| 20655 | Pasco Advisors, Llc CRD 165021 | East Windsor, CT | Insurance-Affiliated · Boutique (under $100M) | $38.6M | 211 | 287 | 2 | 02/01/2026 | ☆ |
| 20656 | Centorbi Financial Group, Inc. CRD 292011 | O'fallon, MO | Insurance-Affiliated · Boutique (under $100M) | $38.6M | 86 | 240 | 1 | 03/16/2026 | ☆ |
| 20657 | Greenside Financial, Ltd CRD 287605 | Insurance-Affiliated · Boutique (under $100M) | $38.6M | 32 | 97 | 1 | 03/19/2026 | ☆ | |
| 20658 | Relevant Financial Advisors Llc CRD 174465 | Elkhart, IN | Wealth Manager · Boutique (under $100M) | $38.6M | 28 | 74 | 1 | 03/26/2026 | ☆ |
| 20659 | Harper Financial Strategies, Llc CRD 317645 | Insurance-Affiliated · Boutique (under $100M) | $38.6M | 111 | 330 | 2 | 03/30/2026 | ☆ | |
| 20660 | Manley Capital Management, Llc CRD 167865 | Wealth Manager · Boutique (under $100M) | $38.5M | 63 | 63 | 1 | 03/24/2026 | ☆ | |
| 20661 | Lawton Retirement Plan Consultants, Llc CRD 164342 | Institutional / Pension Advisor · Boutique (under $100M) | $38.5M | 3 | 3 | 1 | 01/06/2026 | ☆ | |
| 20662 | Cantebury Capital, Inc. CRD 125063 | Wealth Manager · Boutique (under $100M) | $38.5M | 17 | 46 | 1 | 06/08/2026 | ☆ | |
| 20663 | Aspen Creek Wealth Management, Llc CRD 160649 | Southlake, TX | Insurance-Affiliated · Boutique (under $100M) | $38.5M | 110 | 110 | 11 | 06/08/2026 | ☆ |
| 20664 | Long Point Wealth Management, Llc CRD 313540 | Wealth Manager · Boutique (under $100M) | $38.4M | 33 | 133 | 1 | 07/16/2026 | ☆ | |
| 20665 | Macdonald Wealth Management, Llc CRD 300063 | Mansfield, MA | Wealth Manager · Boutique (under $100M) | $38.4M | 187 | 278 | 2 | 03/31/2026 | ☆ |
| 20666 | Acorn & Oak Wealth Management, Llc CRD 313322 | Wealth Manager · Boutique (under $100M) | $38.4M | 82 | 223 | 1 | 04/27/2026 | ☆ | |
| 20667 | Fhl Investment Management Company, Llc CRD 293961 | North Bethesda, MD | Private Fund Manager · Boutique (under $100M) | $38.4M | 21 | 28 | 1 | 03/27/2025 | ☆ |
| 20668 | Zink Wealth Solutions Llc CRD 319554 | Miami, FL | Wealth Manager · Boutique (under $100M) | $38.4M | 8 | 8 | 4 | 04/21/2026 | ☆ |
| 20669 | Reynolds Capital Management, Inc. CRD 285862 | Wealth Manager · Boutique (under $100M) | $38.4M | 47 | 80 | 1 | 01/21/2026 | ☆ | |
| 20670 | Schacht Value Investors, Llc CRD 122060 | South Bend, IN | Wealth Manager · Boutique (under $100M) | $38.4M | 51 | 73 | 1 | 03/10/2026 | ☆ |
| 20671 | Open Circle Advisors Llc CRD 150623 | North Haven, CT | Wealth Manager · Boutique (under $100M) | $38.4M | 21 | 75 | 2 | 03/11/2026 | ☆ |
| 20672 | I.M.S. Wealth Management, Llc CRD 164717 | Erie, PA | Wealth Manager · Boutique (under $100M) | $38.4M | 60 | 127 | 2 | 02/17/2026 | ☆ |
| 20673 | Mears Money Management CRD 277163 | Wealth Manager · Boutique (under $100M) | $38.4M | 95 | 95 | 1 | 03/23/2026 | ☆ | |
| 20674 | Adap Tax Financial, Inc. CRD 293211 | Pleasanton, CA | Wealth Manager · Boutique (under $100M) | $38.4M | 44 | 165 | 1 | 08/05/2026 | ☆ |
| 20675 | Svn Global Private Advisors Llc CRD 329494 | Sao Paulo | Wealth Manager · Boutique (under $100M) | $38.3M | 87 | 87 | 3 | 03/30/2026 | ☆ |
| 20676 | Portfolio Audit, Llc Fiduciary Investment Adviser CRD 118549 | Wealth Manager · Boutique (under $100M) | $38.3M | 43 | 37 | 3 | 01/26/2026 | ☆ | |
| 20677 | Bfg Wealth Management Llc CRD 299406 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $38.3M | 64 | 388 | 2 | 06/02/2026 | ☆ |
| 20678 | Globalmacro Capital Management, Llc CRD 153819 | Wheaton, IL | Wealth Manager · Boutique (under $100M) | $38.3M | 30 | 99 | 1 | 03/12/2026 | ☆ |
| 20679 | Black Arrow Capital Llc CRD 329582 | Wealth Manager · Boutique (under $100M) | $38.3M | 38 | 82 | 2 | 03/06/2026 | ☆ | |
| 20680 | Pioneer Square Advisors, Llc CRD 143609 | Gig Harbor, WA | Wealth Manager · Boutique (under $100M) | $38.3M | 1 | 2 | 03/19/2026 | ☆ | |
| 20681 | Jennings Financial Planning, Inc. CRD 129430 | Honolulu, HI | Wealth Manager · Boutique (under $100M) | $38.3M | 18 | 73 | 1 | 02/20/2026 | ☆ |
| 20682 | William Palmer Associates, Llc CRD 164931 | Wealth Manager · Boutique (under $100M) | $38.3M | 17 | 78 | 1 | 02/02/2026 | ☆ | |
| 20683 | Clarity Financial, Llc CRD 170816 | Wealth Manager · Boutique (under $100M) | $38.3M | 54 | 163 | 1 | 03/30/2026 | ☆ | |
| 20684 | J. Benjamin Financial, Llc CRD 283990 | Mount Pleasant, SC | Wealth Manager · Boutique (under $100M) | $38.3M | 138 | 361 | 4 | 02/04/2026 | ☆ |
| 20685 | Mallery Financial Llc CRD 310425 | Wealth Manager · Boutique (under $100M) | $38.3M | 100 | 282 | 2 | 03/16/2026 | ☆ | |
| 20686 | Destefano Wealth Management, Llc CRD 316484 | Wealth Manager · Boutique (under $100M) | $38.2M | 18 | 62 | 1 | 02/03/2026 | ☆ | |
| 20687 | Asbury Research Llc CRD 322202 | Schaumburg, IL | Investment Adviser · Boutique (under $100M) | $38.2M | 20 | 20 | 2 | 03/04/2026 | ☆ |
| 20688 | Access Advisory Group Llc CRD 149048 | Oklahoma City, OK | Wealth Manager · Boutique (under $100M) | $38.2M | 348 | 348 | 1 | 03/26/2026 | ☆ |
| 20689 | Ck Financial Llc CRD 287830 | Prior Lake, MN | Wealth Manager · Boutique (under $100M) | $38.2M | 87 | 173 | 1 | 07/29/2026 | ☆ |
| 20690 | Tailwind Wealth Management, Llc CRD 289874 | Wealth Manager · Boutique (under $100M) | $38.2M | 32 | 112 | 1 | 03/23/2026 | ☆ | |
| 20691 | Hawkeye Partners, Lp CRD 134601 | Private Fund Manager · Boutique (under $100M) | $38.2M | 2 | 2 | 8 | 03/30/2026 | ☆ | |
| 20692 | Taursas Investments Llc CRD 328860 | Wealth Manager · Boutique (under $100M) | $38.2M | 52 | 203 | 2 | 06/01/2026 | ☆ | |
| 20693 | D.L. Harris & Associates Insurance Services, Inc. CRD 134066 | Manhattan Beach, CA | Wealth Manager · Boutique (under $100M) | $38.1M | 61 | 179 | 1 | 01/21/2026 | ☆ |
| 20694 | Steve Decesare Ltd CRD 121458 | Marlton, NJ | Insurance-Affiliated · Boutique (under $100M) | $38.1M | 42 | 136 | 1 | 03/16/2026 | ☆ |
| 20695 | Bishop Capital Advisors Llc CRD 323102 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $38.1M | 11 | 28 | 2 | 08/04/2026 | ☆ |
| 20696 | Stonebrook Investment, Llc CRD 168359 | Ashburn, VA | Wealth Manager · Boutique (under $100M) | $38.1M | 32 | 81 | 1 | 02/19/2026 | ☆ |
| 20697 | Fountain Financial Group, Inc. CRD 123364 | Fountain Hills, AZ | Wealth Manager · Boutique (under $100M) | $38.1M | 67 | 403 | 5 | 05/07/2026 | ☆ |
| 20698 | Acela Capital Management, Llc CRD 153444 | Los Altos, CA | Wealth Manager · Boutique (under $100M) | $38.1M | 19 | 45 | 2 | 02/06/2026 | ☆ |
| 20699 | Defender Asset Management Llc CRD 305227 | Wealth Manager · Boutique (under $100M) | $38.1M | 15 | 36 | 1 | 03/25/2026 | ☆ | |
| 20700 | North Financial Inc CRD 284561 | University Place, WA | Wealth Manager · Boutique (under $100M) | $38.1M | 381 | 381 | 5 | 01/22/2026 | ☆ |