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 |
|---|---|---|---|---|---|---|---|---|---|
| 22551 | Fifth Avenue Wealth Advisors Llc CRD 166896 | New York, NY | Wealth Manager · Boutique (under $100M) | $24.3M | 10 | 10 | 1 | 02/19/2026 | ☆ |
| 22552 | Tpk Advisors Llc CRD 152633 | Edgewater, NJ | Wealth Manager · Boutique (under $100M) | $24.3M | 60 | 60 | 1 | 03/27/2026 | ☆ |
| 22553 | Vision Financial Planning Llc. CRD 325560 | Wealth Manager · Boutique (under $100M) | $24.3M | 12 | 45 | 1 | 06/25/2026 | ☆ | |
| 22554 | Wellington Capital Advisors, Llc CRD 282696 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $24.3M | 68 | 68 | 1 | 04/02/2026 | ☆ |
| 22555 | Lebed Asset Management Llc CRD 125279 | Boston, MA | Wealth Manager · Boutique (under $100M) | $24.2M | 9 | 13 | 2 | 03/25/2026 | ☆ |
| 22556 | Missio Investment Management Llc CRD 297848 | Hinsdale, IL | Wealth Manager · Boutique (under $100M) | $24.2M | 10 | 31 | 1 | 03/02/2026 | ☆ |
| 22557 | Vesteer Wealth Management, Llc CRD 306992 | Wealth Manager · Boutique (under $100M) | $24.2M | 30 | 74 | 3 | 08/19/2026 | ☆ | |
| 22558 | Exemplar Wealth Partners Llc CRD 330163 | Wealth Manager · Boutique (under $100M) | $24.2M | 29 | 29 | 2 | 02/10/2026 | ☆ | |
| 22559 | N CRD 166750 | Private Fund Manager · Boutique (under $100M) | $24.2M | 5 | 5 | 57 | 06/12/2026 | ☆ | |
| 22560 | The August Wealth Management Group CRD 314683 | New York, NY | Institutional / Pension Advisor · Boutique (under $100M) | $24.2M | 161 | 161 | 1 | 09/27/2026 | ☆ |
| 22561 | Ajd Wealth Management, Llc CRD 328624 | Wealth Manager · Boutique (under $100M) | $24.2M | 55 | 239 | 1 | 03/09/2026 | ☆ | |
| 22562 | Apex Tax & Financial Planning Llc CRD 310747 | Wealth Manager · Boutique (under $100M) | $24.2M | 21 | 67 | 1 | 01/23/2026 | ☆ | |
| 22563 | Aim Advisory Group, Llc CRD 169281 | Lubbock, TX | Wealth Manager · Boutique (under $100M) | $24.2M | 44 | 111 | 2 | 03/19/2026 | ☆ |
| 22564 | Strong Wealth, Llc CRD 316950 | Wealth Manager · Boutique (under $100M) | $24.2M | 59 | 152 | 2 | 07/06/2026 | ☆ | |
| 22565 | 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 | ☆ |
| 22566 | Centriplan, Llc CRD 165583 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $24.2M | 0 | 7 | 1 | 02/23/2026 | ☆ |
| 22567 | Saga Partners Llc CRD 156577 | Wealth Manager · Boutique (under $100M) | $24.2M | 47 | 47 | 1 | 03/27/2026 | ☆ | |
| 22568 | Gamma Paradigm Capital, Lp CRD 226569 | Cheyenne, WY | Wealth Manager · Boutique (under $100M) | $24.2M | 34 | 28 | 3 | 09/26/2025 | ☆ |
| 22569 | Caliber Wealth Advisory, Llc CRD 289319 | Tampa, FL | Wealth Manager · Boutique (under $100M) | $24.1M | 21 | 59 | 1 | 09/29/2026 | ☆ |
| 22570 | Clear View Wealth Advisors, Llc CRD 154094 | Wealth Manager · Boutique (under $100M) | $24.1M | 46 | 46 | 1 | 01/15/2026 | ☆ | |
| 22571 | L Squared Wealth Management Llc CRD 170468 | Wealth Manager · Boutique (under $100M) | $24.1M | 31 | 56 | 1 | 07/10/2026 | ☆ | |
| 22572 | Flanagan, Erinn Duffy CRD 167486 | Wealth Manager · Boutique (under $100M) | $24.1M | 5 | 16 | 1 | 03/12/2026 | ☆ | |
| 22573 | West Oak Wealth, Llc CRD 329170 | Wealth Manager · Boutique (under $100M) | $24.1M | 46 | 48 | 3 | 01/26/2026 | ☆ | |
| 22574 | Mary J. Spitler, Ms, Llc CRD 113145 | Wealth Manager · Boutique (under $100M) | $24.1M | 45 | 94 | 1 | 03/08/2026 | ☆ | |
| 22575 | Maxiam Capital, Llc CRD 318418 | Wealth Manager · Boutique (under $100M) | $24.1M | 7 | 9 | 2 | 03/13/2026 | ☆ | |
| 22576 | Hoyl Wealth Management, Llc CRD 330630 | Amarillo, TX | Insurance-Affiliated · Boutique (under $100M) | $24.1M | 108 | 108 | 1 | 04/22/2026 | ☆ |
| 22577 | Kanso Capital Llc CRD 317708 | Wealth Manager · Boutique (under $100M) | $24.1M | 58 | 173 | 1 | 04/24/2026 | ☆ | |
| 22578 | Canterbury Investment Advisors Llc CRD 295652 | Mountain Brook, AL | Insurance-Affiliated · Boutique (under $100M) | $24.1M | 8 | 4 | 1 | 03/27/2026 | ☆ |
| 22579 | White Brook Capital Llc CRD 283041 | Wealth Manager · Boutique (under $100M) | $24.1M | 24 | 51 | 1 | 03/19/2026 | ☆ | |
| 22580 | Worldline Capital Pte. Ltd. CRD 343189 | Hong Kong | Mutual Fund / Asset Manager · Boutique (under $100M) | $24.1M | 1 | 1 | 4 | 08/06/2026 | ☆ |
| 22581 | Sapphire Income Solutions, Llc CRD 330461 | Insurance-Affiliated · Boutique (under $100M) | $24.1M | 175 | 175 | 1 | 05/14/2026 | ☆ | |
| 22582 | Grantham, Burton Irwin CRD 300247 | Insurance-Affiliated · Boutique (under $100M) | $24.1M | 60 | 60 | 1 | 03/25/2026 | ☆ | |
| 22583 | Kennedy Wealth Management, Llc CRD 117558 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $24.1M | 24 | 78 | 1 | 04/01/2026 | ☆ |
| 22584 | Jc Financial Services CRD 284702 | Loomis, CA | Wealth Manager · Boutique (under $100M) | $24.0M | 53 | 53 | 1 | 03/05/2026 | ☆ |
| 22585 | Veteran Wealth Planning Llc CRD 329756 | Wealth Manager · Boutique (under $100M) | $24.0M | 9 | 63 | 1 | 02/07/2026 | ☆ | |
| 22586 | Parkstone Investments, Llc CRD 171386 | Newton, MA | Wealth Manager · Boutique (under $100M) | $24.0M | 10 | 14 | 1 | 04/15/2026 | ☆ |
| 22587 | Retirement Wealth Management, Inc. CRD 119605 | Wealth Manager · Boutique (under $100M) | $24.0M | 28 | 68 | 1 | 03/16/2026 | ☆ | |
| 22588 | Bullet Ventures Management Ltd CRD 331216 | Private Fund Manager · Boutique (under $100M) | $24.0M | 1 | 2 | 2 | 02/17/2026 | ☆ | |
| 22589 | Voorman Investment Counsel Llc CRD 306177 | Plymouth, MI | Wealth Manager · Boutique (under $100M) | $24.0M | 56 | 201 | 1 | 02/11/2026 | ☆ |
| 22590 | Earls Financial Llc CRD 334284 | Wealth Manager · Boutique (under $100M) | $24.0M | 40 | 87 | 1 | 07/20/2026 | ☆ | |
| 22591 | Flohr Asset Management, Llc CRD 159282 | Private Fund Manager · Boutique (under $100M) | $24.0M | 3 | 3 | 1 | 09/24/2026 | ☆ | |
| 22592 | 22 Seven Wealth Management Inc CRD 292402 | Panama City, FL | Wealth Manager · Boutique (under $100M) | $24.0M | 174 | 174 | 1 | 02/12/2026 | ☆ |
| 22593 | Aech Financial CRD 336460 | Wealth Manager · Boutique (under $100M) | $24.0M | 82 | 217 | 1 | 08/03/2026 | ☆ | |
| 22594 | Alpha Private Wealth Advisors Llc CRD 172724 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $24.0M | 56 | 55 | 1 | 03/30/2026 | ☆ |
| 22595 | Araglan Capital Management , Llc CRD 152150 | Stamford, CT | Wealth Manager · Boutique (under $100M) | $24.0M | 32 | 64 | 1 | 12/26/2023 | ☆ |
| 22596 | Clear Skies Financial Llc CRD 286045 | Gilbert, AZ | Insurance-Affiliated · Boutique (under $100M) | $24.0M | 46 | 46 | 2 | 03/05/2026 | ☆ |
| 22597 | Cyclus Wealth Management, Inc. CRD 168699 | Wealth Manager · Boutique (under $100M) | $24.0M | 40 | 40 | 2 | 06/22/2026 | ☆ | |
| 22598 | Dco Capital Management Llc CRD 142637 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $24.0M | 28 | 42 | 0 | 03/16/2026 | ☆ |
| 22599 | Geoffrey C. Loynd CRD 131709 | Marblehead, MA | Wealth Manager · Boutique (under $100M) | $24.0M | 36 | 36 | 1 | 10/14/2025 | ☆ |
| 22600 | Gunn Wealth Management Llc CRD 131720 | Wealth Manager · Boutique (under $100M) | $24.0M | 100 | 100 | 1 | 09/10/2026 | ☆ |