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 |
|---|---|---|---|---|---|---|---|---|---|
| 22751 | Analytics Investment Advisors, Llc CRD 148898 | Wealth Manager · Boutique (under $100M) | $22.4M | 6 | 10 | 1 | 02/09/2024 | ☆ | |
| 22752 | Baird Principal Group Management Company I, Llc CRD 269982 | Milwaukee, WI | Mutual Fund / Asset Manager · Boutique (under $100M) | $22.4M | 1 | 1 | 3 | 06/24/2026 | ☆ |
| 22753 | Aries Investment Advisors, Llc CRD 152137 | Garden City, NY | Wealth Manager · Boutique (under $100M) | $22.4M | 65 | 65 | 1 | 03/30/2026 | ☆ |
| 22754 | Gl Trust, Inc. CRD 312012 | Whittier, CA | Wealth Manager · Boutique (under $100M) | $22.4M | 155 | 155 | 1 | 05/06/2026 | ☆ |
| 22755 | Merit Investment Management Llc CRD 149663 | West Chester, PA | Wealth Manager · Boutique (under $100M) | $22.4M | 30 | 30 | 1 | 03/27/2026 | ☆ |
| 22756 | Triumph Private Wealth Llc CRD 311199 | Orlando, FL | Wealth Manager · Boutique (under $100M) | $22.4M | 63 | 137 | 1 | 07/28/2026 | ☆ |
| 22757 | Riverside Financial Advisors Llc CRD 339678 | Pittsburgh, PA | Insurance-Affiliated · Boutique (under $100M) | $22.4M | 64 | 97 | 5 | 08/11/2026 | ☆ |
| 22758 | Harris And Harris Wealth Management Group, Llc CRD 149577 | Wealth Manager · Boutique (under $100M) | $22.4M | 109 | 186 | 1 | 02/26/2026 | ☆ | |
| 22759 | Full Life Financial Planning, Llc CRD 309835 | Wealth Manager · Boutique (under $100M) | $22.4M | 28 | 28 | 1 | 03/25/2026 | ☆ | |
| 22760 | Legacy Financial Planning Llc CRD 172781 | Wealth Manager · Boutique (under $100M) | $22.4M | 47 | 111 | 1 | 02/25/2026 | ☆ | |
| 22761 | Align Financial Solutions Llc CRD 329945 | Insurance-Affiliated · Boutique (under $100M) | $22.4M | 16 | 53 | 1 | 06/05/2026 | ☆ | |
| 22762 | Batman Wealth Management, Llc CRD 313567 | Wealth Manager · Boutique (under $100M) | $22.4M | 59 | 100 | 1 | 03/31/2026 | ☆ | |
| 22763 | Core Investment Management, Llc CRD 166340 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $22.4M | 32 | 32 | 1 | 03/20/2026 | ☆ |
| 22764 | Aronson Asset Management, Incorporated CRD 126122 | Wealth Manager · Boutique (under $100M) | $22.4M | 22 | 47 | 1 | 03/03/2026 | ☆ | |
| 22765 | Securawealth Investment Strategies, Llc CRD 154000 | Wealth Manager · Boutique (under $100M) | $22.3M | 18 | 44 | 1 | 01/23/2026 | ☆ | |
| 22766 | Empire Advisors Wealth Management Llc CRD 324031 | Fairfax, VA | Wealth Manager · Boutique (under $100M) | $22.3M | 59 | 59 | 4 | 08/07/2026 | ☆ |
| 22767 | Autumn Financial Advisors, Llc CRD 290151 | Plymouth, MI | Wealth Manager · Boutique (under $100M) | $22.3M | 39 | 114 | 2 | 03/13/2026 | ☆ |
| 22768 | Wakefield Financial Planning, Llc CRD 128677 | Wealth Manager · Boutique (under $100M) | $22.3M | 13 | 13 | 1 | 06/28/2026 | ☆ | |
| 22769 | Two Twelve Planning, Inc. CRD 292116 | Senoia, GA | Wealth Manager · Boutique (under $100M) | $22.3M | 99 | 169 | 1 | 03/31/2026 | ☆ |
| 22770 | Iqvestment, Llc CRD 157514 | Investment Adviser · Boutique (under $100M) | $22.3M | 235 | 237 | 5 | 08/04/2026 | ☆ | |
| 22771 | Bridge To Wealth Llc CRD 317202 | Wealth Manager · Boutique (under $100M) | $22.3M | 54 | 311 | 1 | 05/13/2026 | ☆ | |
| 22772 | Levy, David, Jonathan CRD 319383 | Insurance-Affiliated · Boutique (under $100M) | $22.3M | 12 | 20 | 1 | 03/02/2026 | ☆ | |
| 22773 | Custom Funds Management Llc CRD 153698 | Wealth Manager · Boutique (under $100M) | $22.3M | 44 | 92 | 2 | 02/20/2026 | ☆ | |
| 22774 | Lvs Advisory Llc CRD 300488 | Wealth Manager · Boutique (under $100M) | $22.3M | 41 | 41 | 2 | 03/26/2026 | ☆ | |
| 22775 | Yield Financial Advisors, Inc. CRD 162235 | Mckinney, TX | Insurance-Affiliated · Boutique (under $100M) | $22.3M | 54 | 56 | 1 | 03/13/2026 | ☆ |
| 22776 | Anavrin Capital Management, Lp CRD 312720 | Private Fund Manager · Boutique (under $100M) | $22.3M | 1 | 1 | 1 | 03/24/2026 | ☆ | |
| 22777 | Galvanize Wealth Llc CRD 306256 | Insurance-Affiliated · Boutique (under $100M) | $22.3M | 10 | 25 | 1 | 03/31/2026 | ☆ | |
| 22778 | Aviator Financial, Llc CRD 300390 | Wealth Manager · Boutique (under $100M) | $22.3M | 117 | 117 | 1 | 05/19/2026 | ☆ | |
| 22779 | Greyfield Capital Management Llc CRD 291698 | Wealth Manager · Boutique (under $100M) | $22.3M | 15 | 38 | 1 | 03/31/2026 | ☆ | |
| 22780 | Crossmarket Capital, Llc CRD 168947 | Newport Beach, CA | Insurance-Affiliated · Boutique (under $100M) | $22.3M | 140 | 140 | 2 | 12/21/2021 | ☆ |
| 22781 | Vertex Financial Advisors Llc CRD 300421 | Elkins Park, PA | Insurance-Affiliated · Boutique (under $100M) | $22.2M | 97 | 203 | 1 | 03/17/2026 | ☆ |
| 22782 | Paracca Financial Group Llc CRD 337399 | Osprey, FL | Wealth Manager · Boutique (under $100M) | $22.2M | 78 | 117 | 3 | 06/03/2026 | ☆ |
| 22783 | Seiwell Advisors, Llc CRD 125045 | Wealth Manager · Boutique (under $100M) | $22.2M | 0 | 13 | 2 | 01/02/2026 | ☆ | |
| 22784 | Daceyholden Management, Llc CRD 283655 | Fort Lee, NJ | Private Fund Manager · Boutique (under $100M) | $22.2M | 14 | 25 | 1 | 02/12/2026 | ☆ |
| 22785 | Mar Financial Group Llc CRD 338746 | Wealth Manager · Boutique (under $100M) | $22.2M | 38 | 103 | 1 | 04/02/2026 | ☆ | |
| 22786 | Prce Management Llc CRD 312533 | Alpharetta, GA | Insurance-Affiliated · Boutique (under $100M) | $22.2M | 1 | 1 | 5 | 03/31/2026 | ☆ |
| 22787 | Eric Krone Associates, Inc. CRD 125792 | Sunnyside, NY | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $22.2M | 90 | 90 | 1 | 03/24/2026 | ☆ |
| 22788 | Mariposa Capital Management, Llc CRD 150870 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $22.2M | 12 | 67 | 1 | 03/31/2026 | ☆ |
| 22789 | Woodgreen Advisory, Llc CRD 315552 | Wealth Manager · Boutique (under $100M) | $22.2M | 10 | 10 | 1 | 03/24/2026 | ☆ | |
| 22790 | Financial Telesis Company CRD 112804 | Solvang, CA | Wealth Manager · Boutique (under $100M) | $22.2M | 57 | 91 | 1 | 03/27/2026 | ☆ |
| 22791 | Durant Financial Planning Llc CRD 306246 | Insurance-Affiliated · Boutique (under $100M) | $22.2M | 54 | 97 | 1 | 04/11/2025 | ☆ | |
| 22792 | Diversified Capital Wealth Management, Llc CRD 168428 | Mequon, WI | Insurance-Affiliated · Boutique (under $100M) | $22.2M | 120 | 120 | 2 | 06/05/2025 | ☆ |
| 22793 | Centurion Wealth Management Llc CRD 327991 | Suwanee, GA | Wealth Manager · Boutique (under $100M) | $22.2M | 67 | 130 | 1 | 04/14/2026 | ☆ |
| 22794 | Railroad Street Wealth Management, Llc CRD 174397 | Wealth Manager · Boutique (under $100M) | $22.1M | 57 | 121 | 1 | 03/31/2026 | ☆ | |
| 22795 | Skinner Advisory, Ltd. CRD 123643 | Wealth Manager · Boutique (under $100M) | $22.1M | 37 | 37 | 1 | 08/02/2023 | ☆ | |
| 22796 | You First Financial Llc CRD 292984 | Holladay, UT | Wealth Manager · Boutique (under $100M) | $22.1M | 97 | 112 | 2 | 03/17/2026 | ☆ |
| 22797 | B2 Innovations Llc CRD 313044 | Wealth Manager · Boutique (under $100M) | $22.1M | 12 | 70 | 2 | 02/26/2026 | ☆ | |
| 22798 | King Capital Management Llc CRD 151781 | Wealth Manager · Boutique (under $100M) | $22.1M | 11 | 11 | 1 | 02/02/2026 | ☆ | |
| 22799 | Paramount Investments, Llc CRD 166643 | Wealth Manager · Boutique (under $100M) | $22.1M | 23 | 53 | 1 | 03/29/2026 | ☆ | |
| 22800 | Valiant Financial Planning, Llc CRD 333280 | Wealth Manager · Boutique (under $100M) | $22.1M | 33 | 33 | 1 | 02/06/2026 | ☆ |