Investment advisers
44,615 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 |
|---|---|---|---|---|---|---|---|---|---|
| 22451 | Apex Tax & Financial Planning Llc CRD 310747 | Wealth Manager · Boutique (under $100M) | $24.2M | 21 | 67 | 1 | 01/23/2026 | ☆ | |
| 22452 | Aim Advisory Group, Llc CRD 169281 | Lubbock, TX | Wealth Manager · Boutique (under $100M) | $24.2M | 44 | 111 | 2 | 03/19/2026 | ☆ |
| 22453 | Strong Wealth, Llc CRD 316950 | Wealth Manager · Boutique (under $100M) | $24.2M | 59 | 152 | 2 | 07/06/2026 | ☆ | |
| 22454 | Veritas Bitcoin Strategies, Llc. Dba Veritas Bitcoin Strategies CRD 306768 | Madras, OR | Insurance-Affiliated · Boutique (under $100M) | $24.2M | 57 | 181 | 3 | 03/27/2026 | ☆ |
| 22455 | Centriplan, Llc CRD 165583 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $24.2M | 0 | 7 | 1 | 02/23/2026 | ☆ |
| 22456 | Saga Partners Llc CRD 156577 | Wealth Manager · Boutique (under $100M) | $24.2M | 47 | 47 | 1 | 03/27/2026 | ☆ | |
| 22457 | Gamma Paradigm Capital, Lp CRD 226569 | Cheyenne, WY | Wealth Manager · Boutique (under $100M) | $24.2M | 34 | 28 | 3 | 09/26/2025 | ☆ |
| 22458 | Caliber Wealth Advisory, Llc CRD 289319 | Tampa, FL | Wealth Manager · Boutique (under $100M) | $24.1M | 21 | 59 | 1 | 02/16/2026 | ☆ |
| 22459 | Clear View Wealth Advisors, Llc CRD 154094 | Wealth Manager · Boutique (under $100M) | $24.1M | 46 | 46 | 1 | 01/15/2026 | ☆ | |
| 22460 | L Squared Wealth Management Llc CRD 170468 | Wealth Manager · Boutique (under $100M) | $24.1M | 31 | 56 | 1 | 07/10/2026 | ☆ | |
| 22461 | Flanagan, Erinn Duffy CRD 167486 | Wealth Manager · Boutique (under $100M) | $24.1M | 5 | 16 | 1 | 03/12/2026 | ☆ | |
| 22462 | West Oak Wealth, Llc CRD 329170 | Wealth Manager · Boutique (under $100M) | $24.1M | 46 | 48 | 3 | 01/26/2026 | ☆ | |
| 22463 | Mary J. Spitler, Ms, Llc CRD 113145 | Wealth Manager · Boutique (under $100M) | $24.1M | 45 | 94 | 1 | 03/08/2026 | ☆ | |
| 22464 | Maxiam Capital, Llc CRD 318418 | Wealth Manager · Boutique (under $100M) | $24.1M | 7 | 9 | 2 | 03/13/2026 | ☆ | |
| 22465 | Hoyl Wealth Management, Llc CRD 330630 | Amarillo, TX | Insurance-Affiliated · Boutique (under $100M) | $24.1M | 108 | 108 | 1 | 04/22/2026 | ☆ |
| 22466 | Kanso Capital Llc CRD 317708 | Wealth Manager · Boutique (under $100M) | $24.1M | 58 | 173 | 1 | 04/24/2026 | ☆ | |
| 22467 | Canterbury Investment Advisors Llc CRD 295652 | Mountain Brook, AL | Insurance-Affiliated · Boutique (under $100M) | $24.1M | 8 | 4 | 1 | 03/27/2026 | ☆ |
| 22468 | White Brook Capital Llc CRD 283041 | Wealth Manager · Boutique (under $100M) | $24.1M | 24 | 51 | 1 | 03/19/2026 | ☆ | |
| 22469 | N CRD 343189 | Mutual Fund / Asset Manager · Boutique (under $100M) | $24.1M | 1 | 1 | 4 | 06/16/2026 | ☆ | |
| 22470 | Sapphire Income Solutions, Llc CRD 330461 | Insurance-Affiliated · Boutique (under $100M) | $24.1M | 175 | 175 | 1 | 05/14/2026 | ☆ | |
| 22471 | Grantham, Burton Irwin CRD 300247 | Insurance-Affiliated · Boutique (under $100M) | $24.1M | 60 | 60 | 1 | 03/25/2026 | ☆ | |
| 22472 | Kennedy Wealth Management, Llc CRD 117558 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $24.1M | 24 | 78 | 1 | 04/01/2026 | ☆ |
| 22473 | Jc Financial Services CRD 284702 | Loomis, CA | Wealth Manager · Boutique (under $100M) | $24.0M | 53 | 53 | 1 | 03/05/2026 | ☆ |
| 22474 | Veteran Wealth Planning Llc CRD 329756 | Wealth Manager · Boutique (under $100M) | $24.0M | 9 | 63 | 1 | 02/07/2026 | ☆ | |
| 22475 | Parkstone Investments, Llc CRD 171386 | Newton, MA | Wealth Manager · Boutique (under $100M) | $24.0M | 10 | 14 | 1 | 04/15/2026 | ☆ |
| 22476 | Retirement Wealth Management, Inc. CRD 119605 | Wealth Manager · Boutique (under $100M) | $24.0M | 28 | 68 | 1 | 03/16/2026 | ☆ | |
| 22477 | Bullet Ventures Management Ltd CRD 331216 | Private Fund Manager · Boutique (under $100M) | $24.0M | 1 | 2 | 2 | 02/17/2026 | ☆ | |
| 22478 | Voorman Investment Counsel Llc CRD 306177 | Plymouth, MI | Wealth Manager · Boutique (under $100M) | $24.0M | 56 | 201 | 1 | 02/11/2026 | ☆ |
| 22479 | Earls Financial Llc CRD 334284 | Wealth Manager · Boutique (under $100M) | $24.0M | 40 | 87 | 1 | 07/20/2026 | ☆ | |
| 22480 | Flohr Asset Management, Llc CRD 159282 | Private Fund Manager · Boutique (under $100M) | $24.0M | 3 | 3 | 1 | 03/31/2026 | ☆ | |
| 22481 | 22 Seven Wealth Management Inc CRD 292402 | Panama City, FL | Wealth Manager · Boutique (under $100M) | $24.0M | 174 | 174 | 1 | 02/12/2026 | ☆ |
| 22482 | Aech Financial CRD 336460 | Wealth Manager · Boutique (under $100M) | $24.0M | 82 | 217 | 1 | 08/03/2026 | ☆ | |
| 22483 | Alpha Private Wealth Advisors Llc CRD 172724 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $24.0M | 56 | 55 | 1 | 03/30/2026 | ☆ |
| 22484 | Araglan Capital Management , Llc CRD 152150 | Stamford, CT | Wealth Manager · Boutique (under $100M) | $24.0M | 32 | 64 | 1 | 12/26/2023 | ☆ |
| 22485 | Clear Skies Financial Llc CRD 286045 | Gilbert, AZ | Insurance-Affiliated · Boutique (under $100M) | $24.0M | 46 | 46 | 2 | 03/05/2026 | ☆ |
| 22486 | Cyclus Wealth Management, Inc. CRD 168699 | Wealth Manager · Boutique (under $100M) | $24.0M | 40 | 40 | 2 | 06/22/2026 | ☆ | |
| 22487 | Dco Capital Management Llc CRD 142637 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $24.0M | 28 | 42 | 0 | 03/16/2026 | ☆ |
| 22488 | Geoffrey C. Loynd CRD 131709 | Marblehead, MA | Wealth Manager · Boutique (under $100M) | $24.0M | 36 | 36 | 1 | 10/14/2025 | ☆ |
| 22489 | Gunn Wealth Management Llc CRD 131720 | Wealth Manager · Boutique (under $100M) | $24.0M | 100 | 100 | 1 | 08/12/2025 | ☆ | |
| 22490 | Kustas, Andrew Louis CRD 117992 | Wolfeboro, NH | Wealth Manager · Boutique (under $100M) | $24.0M | 79 | 203 | 1 | 05/18/2026 | ☆ |
| 22491 | Lighthouse Investment Advisors, Inc. CRD 283787 | Wealth Manager · Boutique (under $100M) | $24.0M | 86 | 190 | 1 | 02/12/2026 | ☆ | |
| 22492 | Makkar Inc. CRD 114380 | Wealth Manager · Boutique (under $100M) | $24.0M | 197 | 70 | 1 | 03/27/2026 | ☆ | |
| 22493 | O'connell, John Glennon CRD 323103 | Wealth Manager · Boutique (under $100M) | $24.0M | 24 | 51 | 2 | 03/31/2026 | ☆ | |
| 22494 | Primetime Wealth Management Llc CRD 301041 | Pittsford, NY | Insurance-Affiliated · Boutique (under $100M) | $24.0M | 42 | 45 | 1 | 07/13/2026 | ☆ |
| 22495 | Short Put Yield, Llc CRD 331841 | Wealth Manager · Boutique (under $100M) | $24.0M | 14 | 14 | 2 | 06/08/2026 | ☆ | |
| 22496 | The Robert Messner Group, Llc CRD 155124 | Jackson, MI | Insurance-Affiliated · Boutique (under $100M) | $24.0M | 58 | 58 | 2 | 04/23/2026 | ☆ |
| 22497 | Stern, Michael Warren CRD 292896 | Wealth Manager · Boutique (under $100M) | $24.0M | 41 | 99 | 1 | 03/05/2026 | ☆ | |
| 22498 | Roseheart Investment Advisors, Llc CRD 161782 | Wealth Manager · Boutique (under $100M) | $24.0M | 8 | 24 | 1 | 01/12/2026 | ☆ | |
| 22499 | Anchor Advisory, Llc CRD 297570 | Miami, FL | Wealth Manager · Boutique (under $100M) | $24.0M | 28 | 33 | 1 | 05/04/2026 | ☆ |
| 22500 | Colver John Clay CRD 149020 | Wealth Manager · Boutique (under $100M) | $24.0M | 16 | 39 | 1 | 02/06/2026 | ☆ |