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 |
|---|---|---|---|---|---|---|---|---|---|
| 22251 | Benchmark Financial, Llc CRD 314535 | Cedar Falls, IA | Private Fund Manager · Boutique (under $100M) | $26.2M | 6 | 6 | 3 | 10/16/2024 | ☆ |
| 22252 | Custom Funds Management Llc CRD 153698 | Wealth Manager · Boutique (under $100M) | $26.2M | 44 | 97 | 2 | 09/21/2026 | ☆ | |
| 22253 | Warden Wealth Management, Llc CRD 150493 | Milwaukee, WI | Wealth Manager · Boutique (under $100M) | $26.2M | 34 | 131 | 1 | 03/31/2026 | ☆ |
| 22254 | Monetary Management Corporation CRD 131584 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $26.2M | 28 | 43 | 3 | 03/18/2026 | ☆ |
| 22255 | Talanton Capital Management, Llc CRD 299126 | Wealth Manager · Boutique (under $100M) | $26.2M | 37 | 37 | 1 | 03/31/2026 | ☆ | |
| 22256 | Investall, Inc. CRD 285955 | New York, NY | Wealth Manager · Boutique (under $100M) | $26.2M | 6,999 | 6,999 | 17 | 03/19/2026 | ☆ |
| 22257 | Mariposa Wealth Solutions Llc CRD 304883 | Wealth Manager · Boutique (under $100M) | $26.2M | 49 | 173 | 1 | 05/12/2026 | ☆ | |
| 22258 | Palm Valley Wealth Management Llc CRD 325052 | Wealth Manager · Boutique (under $100M) | $26.2M | 53 | 157 | 1 | 03/10/2026 | ☆ | |
| 22259 | Brooke Forest Capital Llc CRD 328837 | Alpharetta, GA | Wealth Manager · Boutique (under $100M) | $26.2M | 29 | 103 | 1 | 01/28/2026 | ☆ |
| 22260 | Iris Advisors, Llc CRD 126162 | New York, NY | Wealth Manager · Boutique (under $100M) | $26.1M | 36 | 35 | 1 | 05/20/2026 | ☆ |
| 22261 | Festog Capital, Llc CRD 170317 | Wealth Manager · Boutique (under $100M) | $26.1M | 42 | 97 | 1 | 01/02/2026 | ☆ | |
| 22262 | Nexadvisors, Llc CRD 317477 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $26.1M | 6 | 6 | 4 | 05/05/2026 | ☆ |
| 22263 | Prestige Wealth Management Llc CRD 281426 | Strongsville, OH | Insurance-Affiliated · Boutique (under $100M) | $26.1M | 100 | 175 | 1 | 01/30/2026 | ☆ |
| 22264 | Eden Financial, Llc CRD 323479 | Aliso Viejo, CA | Wealth Manager · Boutique (under $100M) | $26.1M | 91 | 148 | 2 | 09/11/2026 | ☆ |
| 22265 | Philip Ray Van Duivendyk CRD 114748 | Waco, TX | Wealth Manager · Boutique (under $100M) | $26.1M | 124 | 113 | 1 | 01/27/2026 | ☆ |
| 22266 | Insight Financial, Inc. CRD 144144 | Wealth Manager · Boutique (under $100M) | $26.1M | 16 | 18 | 2 | 03/09/2026 | ☆ | |
| 22267 | Von Reckers Wealth Management, Corp. CRD 312790 | Wealth Manager · Boutique (under $100M) | $26.1M | 94 | 94 | 1 | 03/16/2023 | ☆ | |
| 22268 | Zebra Crossing Asset Management Llc CRD 173660 | Wealth Manager · Boutique (under $100M) | $26.1M | 27 | 74 | 1 | 02/06/2026 | ☆ | |
| 22269 | Triaxx Asset Management Llc CRD 137140 | New York, NY | Private Fund Manager · Boutique (under $100M) | $26.1M | 3 | 3 | 1 | 03/31/2026 | ☆ |
| 22270 | Rowan Financial Llc CRD 146650 | Wealth Manager · Boutique (under $100M) | $26.1M | 44 | 112 | 1 | 06/26/2026 | ☆ | |
| 22271 | Wynne Capital Management, Incorporated CRD 115701 | Wealth Manager · Boutique (under $100M) | $26.1M | 9 | 13 | 1 | 03/27/2026 | ☆ | |
| 22272 | New View Financial, Llc CRD 299117 | Auburn Hills, MI | Wealth Manager · Boutique (under $100M) | $26.1M | 98 | 98 | 1 | 03/27/2026 | ☆ |
| 22273 | First Global (Uk) Limited CRD 312469 | North Harrow, Middx | Private Fund Manager · Boutique (under $100M) | $26.0M | 746 | 746 | 3 | 06/30/2026 | ☆ |
| 22274 | Women's Worth Advisors Llc CRD 310961 | Hilton Head Island, SC | Insurance-Affiliated · Boutique (under $100M) | $26.0M | 60 | 125 | 2 | 10/06/2026 | ☆ |
| 22275 | Xcellerant Ventures, Llc CRD 319671 | Scottsdale, AZ | Private Fund Manager · Boutique (under $100M) | $26.0M | 2 | 2 | 9 | 03/31/2026 | ☆ |
| 22276 | Bz Wealth Advisors, Llc CRD 335978 | Littleton, CO | Wealth Manager · Boutique (under $100M) | $26.0M | 34 | 108 | 7 | 06/02/2026 | ☆ |
| 22277 | Clarity Financial Organization, Llc CRD 311905 | Boonville, IN | Wealth Manager · Boutique (under $100M) | $26.0M | 102 | 102 | 0 | 03/31/2026 | ☆ |
| 22278 | Goar, Endriss & Walker, P.A. CRD 142160 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $26.0M | 16 | 8 | 03/30/2026 | ☆ | |
| 22279 | Alpha Rising Advisors Llc CRD 307413 | Wealth Manager · Boutique (under $100M) | $26.0M | 19 | 48 | 1 | 03/23/2026 | ☆ | |
| 22280 | Booth Laird Capital Management, Llc CRD 165010 | Private Fund Manager · Boutique (under $100M) | $26.0M | 1 | 2 | 2 | 03/30/2026 | ☆ | |
| 22281 | Dantes Outlook Llc CRD 334241 | Wealth Manager · Boutique (under $100M) | $26.0M | 20 | 20 | 1 | 08/18/2026 | ☆ | |
| 22282 | Gogate, Uday S. CRD 151314 | Wealth Manager · Boutique (under $100M) | $26.0M | 27 | 33 | 1 | 01/05/2026 | ☆ | |
| 22283 | Greythorne Advisors Llc CRD 332142 | Wealth Manager · Boutique (under $100M) | $26.0M | 67 | 124 | 1 | 02/03/2026 | ☆ | |
| 22284 | Jaffe Financial Services, Llc CRD 136447 | Insurance-Affiliated · Boutique (under $100M) | $26.0M | 60 | 60 | 1 | 09/30/2026 | ☆ | |
| 22285 | Karen Lea Pong, Sole Proprietor CRD 334515 | Wealth Manager · Boutique (under $100M) | $26.0M | 45 | 38 | 2 | 02/23/2026 | ☆ | |
| 22286 | Lsa Tpm, Llc CRD 150059 | Lee's Summit, MO | Institutional / Pension Advisor · Boutique (under $100M) | $26.0M | 20 | 20 | 1 | 09/02/2026 | ☆ |
| 22287 | Prospect Advisors, Llc CRD 155337 | Wealth Manager · Boutique (under $100M) | $26.0M | 5 | 30 | 1 | 11/04/2024 | ☆ | |
| 22288 | Raleigh Investment Advisors, Inc. CRD 118706 | Wealth Manager · Boutique (under $100M) | $26.0M | 42 | 42 | 2 | 06/17/2026 | ☆ | |
| 22289 | Ronald Dean Moore CRD 330532 | San Ramon, CA | Wealth Manager · Boutique (under $100M) | $26.0M | 38 | 38 | 1 | 06/01/2026 | ☆ |
| 22290 | Simmons Asset Management, Llc CRD 155258 | Wealth Manager · Boutique (under $100M) | $26.0M | 59 | 59 | 1 | 09/10/2026 | ☆ | |
| 22291 | Stedfast Capital Management Llc CRD 336660 | Canandaigua, NY | Institutional / Pension Advisor · Boutique (under $100M) | $26.0M | 24 | 24 | 1 | 03/31/2026 | ☆ |
| 22292 | Vartanian Capital Management, Llc CRD 306310 | Wealth Manager · Boutique (under $100M) | $26.0M | 18 | 70 | 1 | 04/16/2026 | ☆ | |
| 22293 | Williams Wealth Management Llc CRD 309307 | Wealth Manager · Boutique (under $100M) | $26.0M | 50 | 115 | 1 | 03/26/2026 | ☆ | |
| 22294 | Freund & Co Investment Advisors, L.C. CRD 109464 | Chesterfield, MO | Wealth Manager · Boutique (under $100M) | $26.0M | 19 | 19 | 3 | 03/31/2026 | ☆ |
| 22295 | Towson Financial Advisors, Llc CRD 285056 | Wealth Manager · Boutique (under $100M) | $26.0M | 38 | 71 | 1 | 02/24/2026 | ☆ | |
| 22296 | True North Financial Services, Llc CRD 292061 | Wealth Manager · Boutique (under $100M) | $26.0M | 30 | 126 | 1 | 03/16/2026 | ☆ | |
| 22297 | Rhodes Consulting Group Llc CRD 154243 | Wealth Manager · Boutique (under $100M) | $26.0M | 12 | 21 | 1 | 01/16/2026 | ☆ | |
| 22298 | Measured Strategies Llc CRD 288587 | Wealth Manager · Boutique (under $100M) | $26.0M | 13 | 13 | 2 | 08/13/2026 | ☆ | |
| 22299 | Investment Initiatives, Llc CRD 170334 | Wealth Manager · Boutique (under $100M) | $26.0M | 24 | 72 | 1 | 03/25/2026 | ☆ | |
| 22300 | Elevate Planners, Llc CRD 332251 | Insurance-Affiliated · Boutique (under $100M) | $25.9M | 44 | 133 | 1 | 12/15/2025 | ☆ |