Investment advisers
45,220 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 |
|---|---|---|---|---|---|---|---|---|---|
| 21851 | Aligned Advisors CRD 173796 | Oceanside, CA | Insurance-Affiliated · Boutique (under $100M) | $29.0M | 56 | 76 | 6 | 05/20/2026 | ☆ |
| 21852 | Macrovex, Llc CRD 300692 | Wealth Manager · Boutique (under $100M) | $29.0M | 121 | 33 | 2 | 03/05/2026 | ☆ | |
| 21853 | Crews Capital Management, Lp CRD 133911 | Wealth Manager · Boutique (under $100M) | $29.0M | 5 | 5 | 1 | 02/04/2026 | ☆ | |
| 21854 | Hermosa Inc. CRD 310771 | Hermosa Beach, CA | Wealth Manager · Boutique (under $100M) | $28.9M | 59 | 165 | 2 | 05/21/2026 | ☆ |
| 21855 | Sweeney Asset Management, Llc CRD 138312 | Oklahoma City, OK | Wealth Manager · Boutique (under $100M) | $28.9M | 26 | 55 | 1 | 01/31/2026 | ☆ |
| 21856 | Reeser Advisory Services Inc. CRD 131159 | Wealth Manager · Boutique (under $100M) | $28.9M | 26 | 52 | 2 | 08/03/2026 | ☆ | |
| 21857 | Plandynamic, Llc CRD 291154 | Framingham, MA | Wealth Manager · Boutique (under $100M) | $28.9M | 33 | 83 | 1 | 03/04/2026 | ☆ |
| 21858 | John N. Carmody D.D.S. Cfp, Inc. CRD 117200 | Wealth Manager · Boutique (under $100M) | $28.9M | 20 | 20 | 1 | 02/02/2026 | ☆ | |
| 21859 | The Financial Planning Company Of Minnesota CRD 283246 | Wealth Manager · Boutique (under $100M) | $28.9M | 91 | 300 | 2 | 01/14/2026 | ☆ | |
| 21860 | Bluesail Advisors Llc CRD 144579 | Mclean, VA | Wealth Manager · Boutique (under $100M) | $28.9M | 23 | 88 | 1 | 03/12/2026 | ☆ |
| 21861 | Traverse Private Wealth Llc CRD 329996 | Radnor, PA | Wealth Manager · Boutique (under $100M) | $28.9M | 18 | 88 | 1 | 02/13/2026 | ☆ |
| 21862 | The Horst Group, Llc CRD 321135 | Wealth Manager · Boutique (under $100M) | $28.9M | 34 | 86 | 1 | 03/31/2026 | ☆ | |
| 21863 | Impact Fi Llc CRD 319086 | Wealth Manager · Boutique (under $100M) | $28.9M | 23 | 79 | 1 | 03/26/2026 | ☆ | |
| 21864 | Horizon Capital Management, Inc. CRD 115815 | Wealth Manager · Boutique (under $100M) | $28.9M | 21 | 41 | 2 | 01/21/2026 | ☆ | |
| 21865 | Plains Advisory Llc CRD 300110 | Grand Island, NE | Wealth Manager · Boutique (under $100M) | $28.9M | 52 | 141 | 1 | 02/11/2026 | ☆ |
| 21866 | Barnett Capital Management, Llc CRD 140919 | Wealth Manager · Boutique (under $100M) | $28.9M | 8 | 33 | 1 | 05/14/2026 | ☆ | |
| 21867 | Springtru, Llc CRD 164776 | Wealth Manager · Boutique (under $100M) | $28.9M | 39 | 111 | 1 | 03/20/2026 | ☆ | |
| 21868 | Tomas A. Blanno And Company, Llc CRD 144595 | Insurance-Affiliated · Boutique (under $100M) | $28.9M | 35 | 113 | 2 | 03/24/2026 | ☆ | |
| 21869 | Liberty Advisory Group, Inc. CRD 334164 | Ponte Vedra Beach, FL | Insurance-Affiliated · Boutique (under $100M) | $28.8M | 122 | 197 | 1 | 05/05/2026 | ☆ |
| 21870 | Alco Advisors, Inc. CRD 129513 | Wealth Manager · Boutique (under $100M) | $28.8M | 43 | 44 | 1 | 03/31/2026 | ☆ | |
| 21871 | Falcon Wealth Managers Llc CRD 298692 | Wealth Manager · Boutique (under $100M) | $28.8M | 11 | 51 | 1 | 08/19/2026 | ☆ | |
| 21872 | Life Goals Asset Management Llc CRD 127049 | Wealth Manager · Boutique (under $100M) | $28.8M | 18 | 20 | 1 | 04/11/2022 | ☆ | |
| 21873 | Mendoza Wealth Management, Llc CRD 144605 | Wealth Manager · Boutique (under $100M) | $28.8M | 8 | 41 | 1 | 03/30/2026 | ☆ | |
| 21874 | Fortunato Partners, Llc CRD 170375 | Wealth Manager · Boutique (under $100M) | $28.8M | 24 | 24 | 1 | 06/01/2026 | ☆ | |
| 21875 | Global Beta Advisors Llc CRD 298176 | West Chester, PA | Investment Adviser · Boutique (under $100M) | $28.8M | 6 | 2 | 09/23/2026 | ☆ | |
| 21876 | Konrad, Mara , Kathleen CRD 127608 | Wealth Manager · Boutique (under $100M) | $28.8M | 24 | 65 | 1 | 01/15/2026 | ☆ | |
| 21877 | Csd Financial Llc CRD 310948 | Brooklyn, NY | Insurance-Affiliated · Boutique (under $100M) | $28.8M | 127 | 425 | 3 | 03/26/2026 | ☆ |
| 21878 | Babylon Capital Llc CRD 288965 | Wealth Manager · Boutique (under $100M) | $28.8M | 84 | 113 | 1 | 05/20/2026 | ☆ | |
| 21879 | Clarity Financial, L.L.C. CRD 158541 | Columbia, MO | Wealth Manager · Boutique (under $100M) | $28.8M | 52 | 96 | 1 | 03/16/2026 | ☆ |
| 21880 | Stage Ready Financial Planning Llc CRD 328883 | Wealth Manager · Boutique (under $100M) | $28.7M | 34 | 105 | 1 | 01/30/2026 | ☆ | |
| 21881 | Your Richest Life, Llc CRD 171609 | Plano, TX | Wealth Manager · Boutique (under $100M) | $28.7M | 38 | 110 | 2 | 03/27/2026 | ☆ |
| 21882 | Meraki Advisors Llc CRD 286274 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $28.7M | 36 | 45 | 1 | 03/28/2026 | ☆ |
| 21883 | Miller Fleming & Associates CRD 104923 | Sonoma, CA | Endowment & Foundation Advisor · Boutique (under $100M) | $28.7M | 13 | 1 | 03/23/2026 | ☆ | |
| 21884 | M3 Sixty Capital, Llc CRD 323764 | Fairway, KS | Mutual Fund / Asset Manager · Boutique (under $100M) | $28.7M | 4 | 4 | 6 | 05/07/2026 | ☆ |
| 21885 | Polygon Investment Management, Llc CRD 123291 | Wealth Manager · Boutique (under $100M) | $28.7M | 6 | 14 | 2 | 03/31/2026 | ☆ | |
| 21886 | Midas Capital Management CRD 334335 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $28.7M | 30 | 30 | 1 | 02/02/2026 | ☆ |
| 21887 | Adk Wealthcare Llc CRD 305867 | Wealth Manager · Boutique (under $100M) | $28.7M | 20 | 113 | 1 | 02/05/2026 | ☆ | |
| 21888 | William Roane Skeeters, Inc. CRD 113813 | Dallas, TX | Insurance-Affiliated · Boutique (under $100M) | $28.7M | 79 | 79 | 3 | 05/29/2026 | ☆ |
| 21889 | Omnivest Group Llc CRD 141057 | Princeton, NJ | Investment Adviser · Boutique (under $100M) | $28.7M | 3 | 18 | 3 | 05/11/2026 | ☆ |
| 21890 | Gmg Asset Management Llc CRD 321254 | Investment Adviser · Boutique (under $100M) | $28.7M | 7 | 9 | 2 | 05/28/2026 | ☆ | |
| 21891 | Circadia Financial Planning Llc CRD 334451 | Wealth Manager · Boutique (under $100M) | $28.7M | 8 | 31 | 1 | 03/24/2026 | ☆ | |
| 21892 | What About Us Financial Llc CRD 306116 | Wealth Manager · Boutique (under $100M) | $28.7M | 98 | 166 | 1 | 03/24/2026 | ☆ | |
| 21893 | School Of Personal Finance, Llc CRD 307332 | Wealth Manager · Boutique (under $100M) | $28.7M | 32 | 81 | 1 | 02/24/2026 | ☆ | |
| 21894 | Cottingham Management Company, Llc CRD 134276 | Carlsbad, CA | Private Fund Manager · Boutique (under $100M) | $28.7M | 3 | 3 | 1 | 03/04/2026 | ☆ |
| 21895 | Family Wealth Management Llc CRD 329463 | Elko, MN | Wealth Manager · Boutique (under $100M) | $28.6M | 87 | 117 | 1 | 05/06/2026 | ☆ |
| 21896 | Forthright Finances Llc CRD 300569 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $28.6M | 54 | 291 | 1 | 03/30/2026 | ☆ |
| 21897 | Meeks Capital Llc CRD 298773 | Winter Park, FL | Wealth Manager · Boutique (under $100M) | $28.6M | 71 | 196 | 2 | 03/25/2026 | ☆ |
| 21898 | Beckett Clark Private Wealth, Llc CRD 338806 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $28.6M | 16 | 67 | 2 | 04/08/2026 | ☆ |
| 21899 | Sansoterra Group Llc CRD 133586 | Wealth Manager · Boutique (under $100M) | $28.6M | 28 | 28 | 1 | 03/21/2026 | ☆ | |
| 21900 | Lucky Man, Llc CRD 175195 | Private Fund Manager · Boutique (under $100M) | $28.6M | 1 | 1 | 1 | 01/30/2026 | ☆ |