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 |
|---|---|---|---|---|---|---|---|---|---|
| 22301 | Jadim Wealth Management, Llc CRD 165415 | Boston, MA | Wealth Manager · Boutique (under $100M) | $25.9M | 42 | 87 | 1 | 03/27/2026 | ☆ |
| 22302 | Herges Capital Management Llc CRD 288600 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $25.9M | 32 | 32 | 2 | 01/23/2026 | ☆ |
| 22303 | C&D Wealth Advisors CRD 110769 | Wealth Manager · Boutique (under $100M) | $25.9M | 22 | 38 | 1 | 04/27/2026 | ☆ | |
| 22304 | Nicolette Financial Advisors Llc CRD 146429 | Wealth Manager · Boutique (under $100M) | $25.9M | 33 | 104 | 1 | 01/14/2026 | ☆ | |
| 22305 | Seattle Asset Management, Inc CRD 117523 | Wealth Manager · Boutique (under $100M) | $25.9M | 5 | 17 | 1 | 01/13/2026 | ☆ | |
| 22306 | Park Investments And Consulting Llc CRD 330380 | Grosse Pointe Farms, MI | Wealth Manager · Boutique (under $100M) | $25.9M | 29 | 45 | 1 | 09/01/2026 | ☆ |
| 22307 | Van Reed Wealth Management Llc CRD 143439 | Wyomissing, PA | Insurance-Affiliated · Boutique (under $100M) | $25.9M | 29 | 49 | 1 | 03/05/2026 | ☆ |
| 22308 | Brockman Capital Management, Llc CRD 285362 | Bellingham, WA | Insurance-Affiliated · Boutique (under $100M) | $25.9M | 105 | 105 | 1 | 08/27/2026 | ☆ |
| 22309 | Bright Lantern Financial Llc CRD 157940 | Wealth Manager · Boutique (under $100M) | $25.9M | 10 | 79 | 1 | 01/30/2026 | ☆ | |
| 22310 | Buchanan Capital Management, Llc CRD 306924 | Insurance-Affiliated · Boutique (under $100M) | $25.9M | 50 | 50 | 1 | 03/17/2026 | ☆ | |
| 22311 | Ajp Financial Services, Llc CRD 290623 | Wealth Manager · Boutique (under $100M) | $25.9M | 20 | 71 | 1 | 03/25/2026 | ☆ | |
| 22312 | Akpride Financial, Llc CRD 317594 | Wealth Manager · Boutique (under $100M) | $25.9M | 44 | 46 | 2 | 04/28/2026 | ☆ | |
| 22313 | Derryrush Wealth Management Llc CRD 338575 | West Sayville, NY | Wealth Manager · Boutique (under $100M) | $25.8M | 31 | 72 | 1 | 08/19/2026 | ☆ |
| 22314 | Kirwan Capital Llc CRD 165716 | Wealth Manager · Boutique (under $100M) | $25.8M | 70 | 76 | 1 | 03/31/2026 | ☆ | |
| 22315 | Wealth 73, Llc CRD 316611 | Wealth Manager · Boutique (under $100M) | $25.8M | 47 | 90 | 1 | 06/09/2026 | ☆ | |
| 22316 | Trowbridge Capital Partners Llc. CRD 297764 | Wealth Manager · Boutique (under $100M) | $25.8M | 4 | 8 | 1 | 03/24/2026 | ☆ | |
| 22317 | Berger Asset Management, Inc. CRD 132945 | Turlock, CA | Wealth Manager · Boutique (under $100M) | $25.8M | 83 | 83 | 1 | 01/20/2026 | ☆ |
| 22318 | Jkd Financial Planning, Llc CRD 340392 | Springfield, MO | Wealth Manager · Boutique (under $100M) | $25.8M | 6 | 31 | 1 | 07/10/2026 | ☆ |
| 22319 | Upstream Financial Advisors Llc CRD 329292 | Wealth Manager · Boutique (under $100M) | $25.8M | 31 | 97 | 2 | 08/05/2026 | ☆ | |
| 22320 | Iacangelo Financial Group, Llc CRD 166784 | Portsmouth, NH | Insurance-Affiliated · Boutique (under $100M) | $25.8M | 108 | 130 | 1 | 02/20/2026 | ☆ |
| 22321 | Wealthcare Financial Group, Inc. CRD 284650 | Peachtree City, GA | Insurance-Affiliated · Boutique (under $100M) | $25.8M | 135 | 219 | 6 | 03/30/2026 | ☆ |
| 22322 | Blackmore Group, Llc CRD 194516 | Bozeman, MT | Insurance-Affiliated · Boutique (under $100M) | $25.8M | 171 | 256 | 2 | 02/24/2026 | ☆ |
| 22323 | Map Funds Management, Llc CRD 165979 | Marblehead, MA | Private Fund Manager · Boutique (under $100M) | $25.8M | 1 | 1 | 4 | 05/04/2026 | ☆ |
| 22324 | Impact Financial Llc CRD 308155 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $25.8M | 29 | 120 | 2 | 08/26/2026 | ☆ |
| 22325 | Buena Vista Investment Management Llc CRD 123252 | Wisconsin Rapids, WI | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 77 | 179 | 1 | 02/19/2026 | ☆ |
| 22326 | Provident Wealth Management Inc CRD 107021 | Erie, PA | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 65 | 118 | 1 | 03/25/2024 | ☆ |
| 22327 | Fee Only Financial Advisors, Llc CRD 285747 | Wealth Manager · Boutique (under $100M) | $25.7M | 17 | 74 | 1 | 03/27/2026 | ☆ | |
| 22328 | Pacific Investment Advisors, Llc CRD 127615 | Wealth Manager · Boutique (under $100M) | $25.7M | 68 | 58 | 1 | 01/27/2026 | ☆ | |
| 22329 | Hark Financial Planning, Llc CRD 324693 | Wealth Manager · Boutique (under $100M) | $25.7M | 22 | 105 | 1 | 03/05/2026 | ☆ | |
| 22330 | Equilus Group Inc CRD 300142 | Wenatchee, WA | Wealth Manager · Boutique (under $100M) | $25.7M | 86 | 152 | 6 | 03/13/2026 | ☆ |
| 22331 | Stu Hawver, Cfa, Mba, Llc CRD 128027 | Wealth Manager · Boutique (under $100M) | $25.7M | 20 | 20 | 1 | 01/14/2026 | ☆ | |
| 22332 | The Alchemists, Llc CRD 333737 | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 93 | 100 | 3 | 10/07/2026 | ☆ | |
| 22333 | West Pine 43 Llc CRD 326789 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $25.7M | 51 | 51 | 1 | 05/11/2026 | ☆ |
| 22334 | 7 Summit Advisors, Llc CRD 171409 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $25.7M | 25 | 60 | 3 | 03/31/2026 | ☆ |
| 22335 | Krowten Capital Equities Llc CRD 319504 | Birmingham, AL | Wealth Manager · Boutique (under $100M) | $25.7M | 14 | 71 | 1 | 03/04/2026 | ☆ |
| 22336 | Frew Street Capital Management Llc CRD 312600 | Wealth Manager · Boutique (under $100M) | $25.7M | 12 | 37 | 1 | 03/23/2026 | ☆ | |
| 22337 | Colville Wealth Advisory, Llc CRD 290147 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $25.7M | 30 | 59 | 1 | 02/25/2026 | ☆ |
| 22338 | Spectrum Advisers, Llc CRD 151277 | Wealth Manager · Boutique (under $100M) | $25.7M | 19 | 112 | 1 | 03/31/2026 | ☆ | |
| 22339 | Maureen M. Demers CRD 148752 | North Andover, MA | Wealth Manager · Boutique (under $100M) | $25.7M | 25 | 83 | 1 | 03/16/2026 | ☆ |
| 22340 | Financial Planning Analysts, Llc CRD 121338 | Melville, NY | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 41 | 64 | 1 | 04/27/2022 | ☆ |
| 22341 | Windham Financial Services, Inc. CRD 35307 | Wealth Manager · Boutique (under $100M) | $25.7M | 36 | 61 | 2 | 03/27/2026 | ☆ | |
| 22342 | Yellow Dog Financial, Inc. CRD 148307 | Wealth Manager · Boutique (under $100M) | $25.7M | 67 | 90 | 1 | 03/30/2026 | ☆ | |
| 22343 | Maine Securities Corporation CRD 16976 | Portland,, ME | Insurance-Affiliated · Boutique (under $100M) | $25.7M | 26 | 26 | 1 | 06/11/2025 | ☆ |
| 22344 | Mordkovich Capital, Llc CRD 167272 | Wealth Manager · Boutique (under $100M) | $25.7M | 26 | 41 | 1 | 03/12/2026 | ☆ | |
| 22345 | Wanda Kilman Pittman CRD 147698 | Roanoke, VA | Insurance-Affiliated · Boutique (under $100M) | $25.6M | 105 | 105 | 1 | 03/30/2026 | ☆ |
| 22346 | Petrilli Capital Management Llc CRD 167764 | Wealth Manager · Boutique (under $100M) | $25.6M | 23 | 57 | 1 | 03/26/2026 | ☆ | |
| 22347 | Cirrus Capital Management, Llc CRD 128698 | Wealth Manager · Boutique (under $100M) | $25.6M | 36 | 59 | 2 | 03/30/2026 | ☆ | |
| 22348 | Sullivan John Lawrence CRD 112365 | Wealth Manager · Boutique (under $100M) | $25.6M | 44 | 44 | 1 | 04/29/2026 | ☆ | |
| 22349 | B&L Wealth Group, Llc CRD 332083 | Mclean, VA | Wealth Manager · Boutique (under $100M) | $25.6M | 12 | 16 | 2 | 08/17/2026 | ☆ |
| 22350 | Olson Economics, Llc CRD 156609 | Wealth Manager · Boutique (under $100M) | $25.6M | 21 | 63 | 1 | 03/18/2026 | ☆ |