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 |
|---|---|---|---|---|---|---|---|---|---|
| 22351 | Kingdom Capital Advisors, Llc CRD 316530 | Fairfax, VA | Wealth Manager · Boutique (under $100M) | $25.6M | 74 | 119 | 2 | 03/26/2026 | ☆ |
| 22352 | Granderson Wealth Management Group Inc CRD 135745 | Denver, CO | Wealth Manager · Boutique (under $100M) | $25.6M | 245 | 245 | 1 | 03/31/2026 | ☆ |
| 22353 | Rhm Capital Management, Inc. CRD 155229 | Fort Worth, TX | Insurance-Affiliated · Boutique (under $100M) | $25.6M | 292 | 310 | 3 | 09/30/2026 | ☆ |
| 22354 | Johnson, Jack Irving CRD 125451 | Roseville, CA | Wealth Manager · Boutique (under $100M) | $25.6M | 9 | 30 | 1 | 03/30/2026 | ☆ |
| 22355 | Custom Wealth Management Inc CRD 321121 | Wealth Manager · Boutique (under $100M) | $25.6M | 27 | 68 | 1 | 06/16/2026 | ☆ | |
| 22356 | Saldana Consulting International, Inc. CRD 321197 | Houston, TX | Institutional / Pension Advisor · Boutique (under $100M) | $25.6M | 9 | 9 | 3 | 03/23/2026 | ☆ |
| 22357 | Perpetual Capital Advisors, Llc CRD 288594 | Wealth Manager · Boutique (under $100M) | $25.6M | 114 | 294 | 1 | 02/26/2026 | ☆ | |
| 22358 | Ak Investing, Llc CRD 305293 | Wealth Manager · Boutique (under $100M) | $25.6M | 87 | 89 | 1 | 09/10/2026 | ☆ | |
| 22359 | Finiat, Llc CRD 329094 | Mount Dora, FL | Investment Adviser · Boutique (under $100M) | $25.6M | 1 | 1 | 7 | 06/26/2026 | ☆ |
| 22360 | Motus Wealth Management, Llc CRD 317889 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $25.6M | 44 | 176 | 2 | 03/31/2026 | ☆ |
| 22361 | Phase Two Capital, Llc CRD 184512 | Wealth Manager · Boutique (under $100M) | $25.5M | 9 | 21 | 1 | 01/16/2026 | ☆ | |
| 22362 | Widener & Asher Asset Management Llc CRD 153958 | Ellinwood, KS | Wealth Manager · Boutique (under $100M) | $25.5M | 38 | 137 | 2 | 03/27/2026 | ☆ |
| 22363 | Fuller Capital Management, Llc CRD 115265 | Wealth Manager · Boutique (under $100M) | $25.5M | 152 | 152 | 2 | 03/27/2025 | ☆ | |
| 22364 | Pelican Financial Planning And Wealth, Pllc CRD 335198 | Jupiter, FL | Wealth Manager · Boutique (under $100M) | $25.5M | 23 | 80 | 1 | 02/09/2026 | ☆ |
| 22365 | Retirement Advice Llc CRD 325031 | Provo, UT | Wealth Manager · Boutique (under $100M) | $25.5M | 65 | 65 | 1 | 03/23/2026 | ☆ |
| 22366 | Arman James Investments Llc CRD 155197 | Wealth Manager · Boutique (under $100M) | $25.5M | 135 | 137 | 1 | 11/15/2023 | ☆ | |
| 22367 | Bluemound Asset Management, Llc CRD 153995 | Wealth Manager · Boutique (under $100M) | $25.5M | 44 | 44 | 1 | 03/26/2026 | ☆ | |
| 22368 | Charter Capital Advisors Llc CRD 283795 | Bedminster, NJ | Wealth Manager · Boutique (under $100M) | $25.5M | 5 | 5 | 1 | 03/31/2025 | ☆ |
| 22369 | G.M. Wilson, Private Wealth Management Group CRD 129692 | Wealth Manager · Boutique (under $100M) | $25.5M | 29 | 98 | 1 | 03/23/2026 | ☆ | |
| 22370 | Kindred Financial Llc CRD 324932 | Lakewood, CO | Wealth Manager · Boutique (under $100M) | $25.5M | 74 | 148 | 1 | 03/24/2026 | ☆ |
| 22371 | Msdr Partners, Llc CRD 338048 | Wealth Manager · Boutique (under $100M) | $25.5M | 66 | 135 | 1 | 10/02/2026 | ☆ | |
| 22372 | Blacksand Capital Management I, Llc CRD 163136 | Honolulu, HI | Private Fund Manager · Boutique (under $100M) | $25.5M | 2 | 2 | 7 | 03/31/2026 | ☆ |
| 22373 | Cowling Bay Wealth Management, Llc CRD 305685 | Wealth Manager · Boutique (under $100M) | $25.5M | 10 | 35 | 1 | 01/06/2026 | ☆ | |
| 22374 | Platte West Wealth Management, Llc CRD 158954 | Wealth Manager · Boutique (under $100M) | $25.5M | 28 | 72 | 1 | 09/08/2026 | ☆ | |
| 22375 | Association Of Registered Investment Advisors, Inc. (Aria Corp.) CRD 137252 | Wealth Manager · Boutique (under $100M) | $25.5M | 25 | 65 | 3 | 05/06/2026 | ☆ | |
| 22376 | Trendscast Financial Llc CRD 166470 | Eighty Four, PA | Wealth Manager · Boutique (under $100M) | $25.5M | 270 | 344 | 2 | 02/13/2026 | ☆ |
| 22377 | Glass Lake Wealth Management Llc CRD 308121 | Wealth Manager · Boutique (under $100M) | $25.4M | 28 | 91 | 1 | 03/09/2026 | ☆ | |
| 22378 | Oxford Martin, Llc CRD 316388 | Wakefield, MA | Wealth Manager · Boutique (under $100M) | $25.4M | 54 | 114 | 1 | 09/28/2026 | ☆ |
| 22379 | Katz Moses Financial Llc CRD 304768 | Wealth Manager · Boutique (under $100M) | $25.4M | 57 | 275 | 1 | 03/05/2026 | ☆ | |
| 22380 | Duncan Financial Management, Inc. CRD 150849 | Sunset Hills, MO | Insurance-Affiliated · Boutique (under $100M) | $25.4M | 375 | 423 | 2 | 03/18/2026 | ☆ |
| 22381 | Ascension Wealth Advisors, Llc CRD 153802 | Mt. Pleasant, SC | Wealth Manager · Boutique (under $100M) | $25.4M | 61 | 120 | 1 | 02/18/2026 | ☆ |
| 22382 | Maine Center For Wealth Management, Llc CRD 173884 | Augusta, ME | Insurance-Affiliated · Boutique (under $100M) | $25.4M | 61 | 61 | 1 | 03/27/2026 | ☆ |
| 22383 | Seletto Value Llc CRD 171326 | Orlando, FL | Private Fund Manager · Boutique (under $100M) | $25.4M | 3 | 3 | 1 | 03/20/2026 | ☆ |
| 22384 | Mouly Financial Management, Inc. CRD 141809 | Davie, FL | Insurance-Affiliated · Boutique (under $100M) | $25.4M | 26 | 26 | 1 | 03/31/2026 | ☆ |
| 22385 | Advocate Wealth, Llc CRD 330165 | Washington, DC | Wealth Manager · Boutique (under $100M) | $25.4M | 22 | 69 | 1 | 03/30/2026 | ☆ |
| 22386 | Wealthlogic, Llc CRD 326644 | Wealth Manager · Boutique (under $100M) | $25.4M | 32 | 126 | 1 | 01/30/2026 | ☆ | |
| 22387 | Mandala Financial Advisors Llc CRD 304810 | Salida, CO | Wealth Manager · Boutique (under $100M) | $25.4M | 21 | 66 | 1 | 03/02/2026 | ☆ |
| 22388 | Ministry Partners Securities, Llc CRD 154349 | Brea, CA | Insurance-Affiliated · Boutique (under $100M) | $25.4M | 132 | 133 | 7 | 08/26/2026 | ☆ |
| 22389 | Berkeley Investment Advisors CRD 121223 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $25.3M | 28 | 53 | 1 | 05/20/2026 | ☆ |
| 22390 | American Market Advisors, Inc. CRD 115796 | Shavano Park, TX | Wealth Manager · Boutique (under $100M) | $25.3M | 4 | 4 | 2 | 01/20/2026 | ☆ |
| 22391 | Certified Wealth Management & Investment Llc CRD 165924 | Princeton, NJ | Insurance-Affiliated · Boutique (under $100M) | $25.3M | 21 | 21 | 1 | 06/26/2026 | ☆ |
| 22392 | Pma Wealth Management, Inc. CRD 323475 | Tustin, CA | Insurance-Affiliated · Boutique (under $100M) | $25.3M | 46 | 105 | 1 | 04/06/2026 | ☆ |
| 22393 | Nav Wealth Management Llc CRD 174195 | Wealth Manager · Boutique (under $100M) | $25.3M | 70 | 132 | 1 | 01/15/2026 | ☆ | |
| 22394 | Anomalous Business Systems, Inc CRD 285163 | Wealth Manager · Boutique (under $100M) | $25.3M | 25 | 49 | 2 | 03/12/2026 | ☆ | |
| 22395 | David John Ettl CRD 158127 | Wealth Manager · Boutique (under $100M) | $25.3M | 112 | 112 | 1 | 03/11/2026 | ☆ | |
| 22396 | Green Trail Investments, Llc CRD 282395 | Wealth Manager · Boutique (under $100M) | $25.3M | 41 | 78 | 1 | 02/02/2026 | ☆ | |
| 22397 | 1618 Advisors Llc CRD 329864 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $25.3M | 59 | 138 | 1 | 02/24/2026 | ☆ |
| 22398 | Dynamique Capital Advisors, Llc CRD 310588 | Wealth Manager · Boutique (under $100M) | $25.3M | 10 | 10 | 3 | 04/30/2026 | ☆ | |
| 22399 | Integra Wealth Advisory, Llc CRD 325703 | Insurance-Affiliated · Boutique (under $100M) | $25.3M | 16 | 95 | 1 | 03/17/2026 | ☆ | |
| 22400 | Millergroup Investments Llc CRD 166210 | Villanova, PA | Wealth Manager · Boutique (under $100M) | $25.3M | 28 | 76 | 1 | 03/31/2026 | ☆ |