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 |
|---|---|---|---|---|---|---|---|---|---|
| 21901 | Sentry Consulting, Inc. CRD 117190 | Wealth Manager · Boutique (under $100M) | $28.6M | 36 | 83 | 1 | 02/26/2026 | ☆ | |
| 21902 | Babin Wealth Management Llc CRD 332423 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $28.6M | 105 | 224 | 1 | 01/12/2026 | ☆ |
| 21903 | Coronado Investment Advisors, Llc CRD 283420 | Carlsbad, CA | Wealth Manager · Boutique (under $100M) | $28.6M | 31 | 55 | 2 | 03/10/2026 | ☆ |
| 21904 | Lifelaidout Llc CRD 332992 | Wealth Manager · Boutique (under $100M) | $28.6M | 6 | 41 | 1 | 01/26/2026 | ☆ | |
| 21905 | Sonas Financial Planning, Llc CRD 316677 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $28.6M | 27 | 118 | 1 | 03/24/2026 | ☆ |
| 21906 | Concert Financial Planning, Llc CRD 304831 | Houston, TX | Wealth Manager · Boutique (under $100M) | $28.6M | 44 | 168 | 2 | 08/25/2026 | ☆ |
| 21907 | Plein Air Capital Advisers, Llc CRD 146415 | Wealth Manager · Boutique (under $100M) | $28.6M | 27 | 47 | 1 | 02/03/2026 | ☆ | |
| 21908 | Histor Investing, Llc CRD 156866 | Williamsburg, VA | Wealth Manager · Boutique (under $100M) | $28.6M | 17 | 17 | 1 | 03/25/2026 | ☆ |
| 21909 | Vsi Securities, Inc. CRD 114419 | Miami, FL | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $28.5M | 93 | 93 | 6 | 02/11/2026 | ☆ |
| 21910 | Athens Impact Llc CRD 309353 | Athens, OH | Wealth Manager · Boutique (under $100M) | $28.5M | 210 | 223 | 1 | 04/01/2026 | ☆ |
| 21911 | Farmand Investment Services, Inc. CRD 144427 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $28.5M | 22 | 22 | 2 | 03/05/2026 | ☆ |
| 21912 | 24 Acres Wealth, Llc CRD 334532 | Wealth Manager · Boutique (under $100M) | $28.5M | 18 | 106 | 1 | 05/26/2026 | ☆ | |
| 21913 | Ardinall Investment Management Lp CRD 298114 | New York, NY | Private Fund Manager · Boutique (under $100M) | $28.5M | 1 | 1 | 3 | 08/10/2026 | ☆ |
| 21914 | Lucia Wealth Management, Llc CRD 330654 | Wealth Manager · Boutique (under $100M) | $28.5M | 6 | 1 | 03/10/2026 | ☆ | ||
| 21915 | Garrison Asset Management, Inc. CRD 142004 | Wealth Manager · Boutique (under $100M) | $28.5M | 38 | 99 | 1 | 01/15/2026 | ☆ | |
| 21916 | Sound Wealth Llc CRD 329237 | Marlton, NJ | Wealth Manager · Boutique (under $100M) | $28.5M | 47 | 208 | 3 | 07/13/2026 | ☆ |
| 21917 | Fried Asset Management, Inc. CRD 118391 | Wealth Manager · Boutique (under $100M) | $28.5M | 62 | 78 | 2 | 03/31/2026 | ☆ | |
| 21918 | Purpose Built Financial Services Llc CRD 326554 | Moorestown, NJ | Wealth Manager · Boutique (under $100M) | $28.5M | 30 | 88 | 1 | 09/23/2026 | ☆ |
| 21919 | Reigate Investors Llc CRD 289498 | Wealth Manager · Boutique (under $100M) | $28.5M | 12 | 13 | 1 | 03/17/2026 | ☆ | |
| 21920 | Next Bloom Wealth Llc CRD 322155 | Gladstone, MO | Wealth Manager · Boutique (under $100M) | $28.5M | 37 | 114 | 2 | 04/28/2026 | ☆ |
| 21921 | Tyton Wealth Management Llc CRD 329211 | Norfolk, VA | Wealth Manager · Boutique (under $100M) | $28.5M | 34 | 58 | 2 | 01/07/2026 | ☆ |
| 21922 | Graystone Advisor, Llc CRD 301920 | Wealth Manager · Boutique (under $100M) | $28.5M | 23 | 89 | 1 | 02/11/2026 | ☆ | |
| 21923 | Wynstone Investment Advisors, Llc. CRD 164092 | Wealth Manager · Boutique (under $100M) | $28.5M | 26 | 26 | 1 | 07/17/2026 | ☆ | |
| 21924 | Preservation Financial Management, Inc. CRD 307066 | Wealth Manager · Boutique (under $100M) | $28.5M | 12 | 55 | 1 | 02/04/2026 | ☆ | |
| 21925 | Moore, Dorothea Jane CRD 122248 | Wealth Manager · Boutique (under $100M) | $28.4M | 19 | 45 | 1 | 03/29/2026 | ☆ | |
| 21926 | Sterling Futures CRD 122436 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $28.4M | 23 | 60 | 1 | 04/30/2026 | ☆ |
| 21927 | Chugg Wealth Strategies, Llc CRD 284215 | Provo, UT | Wealth Manager · Boutique (under $100M) | $28.4M | 24 | 41 | 1 | 02/10/2026 | ☆ |
| 21928 | Pacific Crest Asset Management Llc CRD 333135 | Wealth Manager · Boutique (under $100M) | $28.4M | 7 | 14 | 1 | 04/13/2026 | ☆ | |
| 21929 | Primus Wealth Advisors Llc CRD 289438 | Wealth Manager · Boutique (under $100M) | $28.4M | 11 | 20 | 1 | 01/29/2026 | ☆ | |
| 21930 | William Mcdavid & Co., Pa CRD 142187 | Gainesville, FL | Wealth Manager · Boutique (under $100M) | $28.4M | 42 | 77 | 1 | 03/24/2026 | ☆ |
| 21931 | Meyers Financial Services Inc. CRD 136624 | Sonoma, CA | Insurance-Affiliated · Boutique (under $100M) | $28.4M | 56 | 56 | 2 | 04/09/2026 | ☆ |
| 21932 | Compound Value Advisers, Llc CRD 168084 | Wealth Manager · Boutique (under $100M) | $28.4M | 25 | 53 | 1 | 03/12/2026 | ☆ | |
| 21933 | Hodos Wealth Group, Llc CRD 311705 | The Woodlands, TX | Wealth Manager · Boutique (under $100M) | $28.4M | 25 | 79 | 1 | 02/18/2026 | ☆ |
| 21934 | 3 I Wealth Management Llc CRD 310590 | Fairfield, NJ | Wealth Manager · Boutique (under $100M) | $28.4M | 110 | 101 | 1 | 08/27/2026 | ☆ |
| 21935 | Flip Flops And Pearls, Llc CRD 307738 | Mount Pleasant, SC | Wealth Manager · Boutique (under $100M) | $28.4M | 15 | 67 | 2 | 03/19/2026 | ☆ |
| 21936 | Gateway Capital Management, Llc CRD 154887 | Wealth Manager · Boutique (under $100M) | $28.4M | 25 | 62 | 1 | 03/26/2026 | ☆ | |
| 21937 | Gordian Capital Management, Llc CRD 337799 | Mill Valley, CA | Private Fund Manager · Boutique (under $100M) | $28.4M | 3 | 3 | 7 | 07/09/2026 | ☆ |
| 21938 | Oakview Wealth Solutions Llc CRD 297531 | Saint Charles, MO | Wealth Manager · Boutique (under $100M) | $28.4M | 88 | 223 | 1 | 03/05/2026 | ☆ |
| 21939 | Masuda Lehrman Wealth Llc CRD 329201 | Wealth Manager · Boutique (under $100M) | $28.4M | 44 | 118 | 1 | 09/14/2026 | ☆ | |
| 21940 | Kdwallstreet Investment Advisor Llc CRD 141204 | Topeka, KS | Insurance-Affiliated · Boutique (under $100M) | $28.4M | 91 | 207 | 2 | 03/31/2026 | ☆ |
| 21941 | Ketwich Capital Llc CRD 288832 | Wealth Manager · Boutique (under $100M) | $28.4M | 20 | 53 | 1 | 08/19/2026 | ☆ | |
| 21942 | Tkm Financial Services, Llc CRD 289872 | Louisville, KY | Insurance-Affiliated · Boutique (under $100M) | $28.3M | 62 | 131 | 1 | 08/17/2026 | ☆ |
| 21943 | Lotzer & Co.,Inc. CRD 113087 | Wealth Manager · Boutique (under $100M) | $28.3M | 45 | 78 | 1 | 02/16/2026 | ☆ | |
| 21944 | Pathway Financial Planning, Inc. CRD 173222 | Newport News, VA | Wealth Manager · Boutique (under $100M) | $28.3M | 120 | 120 | 1 | 03/20/2026 | ☆ |
| 21945 | Silverstone Financial Llc CRD 316845 | Wealth Manager · Boutique (under $100M) | $28.3M | 28 | 99 | 2 | 03/06/2026 | ☆ | |
| 21946 | Methodica Investment Management Llc CRD 288680 | Investment Adviser · Boutique (under $100M) | $28.3M | 72 | 77 | 1 | 02/09/2026 | ☆ | |
| 21947 | Cleveralpha Asset Management, Llc CRD 301620 | Hawthorne, CA | Wealth Manager · Boutique (under $100M) | $28.3M | 55 | 74 | 4 | 09/11/2026 | ☆ |
| 21948 | Blackwatch Financial Group, Llc CRD 327684 | Lisle, IL | Insurance-Affiliated · Boutique (under $100M) | $28.3M | 28 | 61 | 2 | 10/07/2026 | ☆ |
| 21949 | Artisan Financial Planning Llc CRD 317165 | Wealth Manager · Boutique (under $100M) | $28.3M | 29 | 111 | 1 | 06/05/2026 | ☆ | |
| 21950 | Great Bay Wealth Management, Llc CRD 170686 | Wealth Manager · Boutique (under $100M) | $28.3M | 19 | 53 | 1 | 03/28/2026 | ☆ |