Investment advisers
45,229 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 |
|---|---|---|---|---|---|---|---|---|---|
| 22801 | Jd Yeager & Co L.L.C. CRD 307193 | Wealth Manager · Boutique (under $100M) | $22.8M | 13 | 52 | 2 | 01/15/2026 | ☆ | |
| 22802 | Nvest Advisors, Llc CRD 277064 | Colorado Springs, CO | Wealth Manager · Boutique (under $100M) | $22.8M | 192 | 262 | 3 | 08/21/2026 | ☆ |
| 22803 | Gates Investment Advisors, Llc CRD 141691 | Evansville, IN | Insurance-Affiliated · Boutique (under $100M) | $22.8M | 124 | 242 | 2 | 03/06/2026 | ☆ |
| 22804 | Fondren Oaks Capital Management, Llc CRD 290726 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $22.8M | 19 | 45 | 2 | 03/30/2026 | ☆ |
| 22805 | Bokeh Capital Partners Llc CRD 312964 | Wealth Manager · Boutique (under $100M) | $22.8M | 53 | 74 | 3 | 04/15/2026 | ☆ | |
| 22806 | Strathaven Financial Llc CRD 331331 | Wealth Manager · Boutique (under $100M) | $22.8M | 10 | 1 | 02/27/2026 | ☆ | ||
| 22807 | Relativity Capital Advisors, Llc CRD 281942 | Greensboro, GA | Wealth Manager · Boutique (under $100M) | $22.8M | 95 | 195 | 2 | 06/22/2026 | ☆ |
| 22808 | Mercer Island Capital Management, Llc CRD 283752 | Insurance-Affiliated · Boutique (under $100M) | $22.7M | 15 | 85 | 1 | 08/14/2026 | ☆ | |
| 22809 | Rcs Wealth Management Corp CRD 328114 | Centennial, CO | Insurance-Affiliated · Boutique (under $100M) | $22.7M | 64 | 146 | 2 | 03/24/2026 | ☆ |
| 22810 | Iwms Llc CRD 298758 | Wealth Manager · Boutique (under $100M) | $22.7M | 5 | 5 | 1 | 03/30/2026 | ☆ | |
| 22811 | Liberty 1018, Llc CRD 323264 | Opelika, AL | Wealth Manager · Boutique (under $100M) | $22.7M | 75 | 192 | 1 | 03/10/2026 | ☆ |
| 22812 | Carlisle, Susan CRD 134752 | Wealth Manager · Boutique (under $100M) | $22.7M | 11 | 11 | 1 | 01/21/2026 | ☆ | |
| 22813 | Ftc Prosperity Advisors CRD 323416 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $22.7M | 64 | 143 | 1 | 03/03/2026 | ☆ |
| 22814 | Asset Management Specialties, Llc CRD 148425 | Metairie, LA | Wealth Manager · Boutique (under $100M) | $22.7M | 157 | 239 | 2 | 05/01/2026 | ☆ |
| 22815 | Athos Capital Advisors, Llc CRD 309225 | Wealth Manager · Boutique (under $100M) | $22.7M | 37 | 37 | 1 | 05/01/2026 | ☆ | |
| 22816 | Miller Premier Investment Planning Llc CRD 144062 | Wealth Manager · Boutique (under $100M) | $22.7M | 33 | 53 | 1 | 03/30/2026 | ☆ | |
| 22817 | Creo Global Capital Llc CRD 159771 | Ann Arbor, MI | Wealth Manager · Boutique (under $100M) | $22.7M | 16 | 25 | 2 | 05/08/2026 | ☆ |
| 22818 | Parabla, Llc CRD 323978 | Oak Ridge, NC | Wealth Manager · Boutique (under $100M) | $22.7M | 38 | 37 | 1 | 03/10/2026 | ☆ |
| 22819 | Gulf Coast Investment Management, Llc CRD 121554 | Wealth Manager · Boutique (under $100M) | $22.7M | 25 | 25 | 1 | 01/25/2022 | ☆ | |
| 22820 | Cove Capital Management Inc. CRD 157912 | Wealth Manager · Boutique (under $100M) | $22.7M | 29 | 29 | 1 | 02/27/2026 | ☆ | |
| 22821 | Brown Comprehensive Financial Llc CRD 169330 | Wealth Manager · Boutique (under $100M) | $22.7M | 117 | 167 | 1 | 02/03/2026 | ☆ | |
| 22822 | Albert Investments, Llc CRD 298006 | Santa Barbara, CA | Wealth Manager · Boutique (under $100M) | $22.7M | 209,650 | 209,650 | 3 | 02/03/2026 | ☆ |
| 22823 | Symmetric Advisors Inc CRD 110105 | Minnetonka, MN | Wealth Manager · Boutique (under $100M) | $22.7M | 81 | 129 | 3 | 05/14/2026 | ☆ |
| 22824 | Martin W. Rosenzveig & Co., Llc CRD 294583 | Wealth Manager · Boutique (under $100M) | $22.7M | 19 | 48 | 1 | 03/16/2026 | ☆ | |
| 22825 | Bookman Bright, Inc. CRD 292262 | Davidson, NC | Insurance-Affiliated · Boutique (under $100M) | $22.6M | 87 | 87 | 2 | 03/12/2026 | ☆ |
| 22826 | Alpha Rock Investments, Llc CRD 335453 | Malvern, PA | Wealth Manager · Boutique (under $100M) | $22.6M | 71 | 85 | 1 | 01/29/2026 | ☆ |
| 22827 | Iq Capital Strategy Llc CRD 288724 | Wealth Manager · Boutique (under $100M) | $22.6M | 172 | 272 | 4 | 03/31/2026 | ☆ | |
| 22828 | Rudwall Wealth Management Llc CRD 284515 | Insurance-Affiliated · Boutique (under $100M) | $22.6M | 12 | 35 | 3 | 05/18/2026 | ☆ | |
| 22829 | Patriot Advisory Group Llc. CRD 120649 | Portsmouth, NH | Wealth Manager · Boutique (under $100M) | $22.6M | 116 | 116 | 2 | 09/30/2026 | ☆ |
| 22830 | Pulse Financial Planning Llc CRD 305430 | Wealth Manager · Boutique (under $100M) | $22.6M | 41 | 41 | 1 | 01/08/2026 | ☆ | |
| 22831 | Sunquest Wealth Management, Llc CRD 168567 | Wealth Manager · Boutique (under $100M) | $22.6M | 47 | 47 | 1 | 01/14/2026 | ☆ | |
| 22832 | Ignite Financial Llc CRD 310329 | Wealth Manager · Boutique (under $100M) | $22.6M | 35 | 118 | 2 | 03/06/2026 | ☆ | |
| 22833 | Cfs Advisors, Llc CRD 172117 | Arlington, TX | Wealth Manager · Boutique (under $100M) | $22.6M | 232 | 232 | 1 | 03/06/2026 | ☆ |
| 22834 | Komich Capital Advisors, Llc CRD 315279 | Ronkonkoma, NY | Wealth Manager · Boutique (under $100M) | $22.6M | 89 | 199 | 1 | 03/24/2026 | ☆ |
| 22835 | Lymanwealth Llc CRD 315973 | Alpine, UT | Wealth Manager · Boutique (under $100M) | $22.6M | 298 | 298 | 3 | 07/20/2026 | ☆ |
| 22836 | Blue Iguana Financial, Llc CRD 330254 | St. Joseph, MI | Insurance-Affiliated · Boutique (under $100M) | $22.6M | 87 | 151 | 4 | 03/31/2026 | ☆ |
| 22837 | Elliott Financial, Llc CRD 122072 | Wealth Manager · Boutique (under $100M) | $22.6M | 43 | 127 | 1 | 01/05/2026 | ☆ | |
| 22838 | Emergent Global Investments, Llc CRD 290875 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $22.6M | 82 | 125 | 4 | 04/08/2026 | ☆ |
| 22839 | Gray Investment Management Llc CRD 148610 | Institutional / Pension Advisor · Boutique (under $100M) | $22.6M | 37 | 37 | 1 | 09/08/2026 | ☆ | |
| 22840 | Chernova Ventures, Llc CRD 330275 | Wealth Manager · Boutique (under $100M) | $22.6M | 15 | 43 | 1 | 06/05/2026 | ☆ | |
| 22841 | Meyer Financial Advisors, Inc. CRD 293388 | Wealth Manager · Boutique (under $100M) | $22.6M | 15 | 32 | 1 | 03/10/2026 | ☆ | |
| 22842 | San Gabriel Capital, Llc CRD 170486 | Cedar Park, TX | Wealth Manager · Boutique (under $100M) | $22.6M | 56 | 56 | 1 | 03/26/2026 | ☆ |
| 22843 | Voyage Wealth Management Llc CRD 168471 | Wealth Manager · Boutique (under $100M) | $22.6M | 25 | 68 | 2 | 02/04/2026 | ☆ | |
| 22844 | Summit Financial Group, Llc CRD 125144 | Rome, GA | Wealth Manager · Boutique (under $100M) | $22.6M | 76 | 116 | 3 | 09/10/2026 | ☆ |
| 22845 | Irm Management Llc CRD 341486 | Wealth Manager · Boutique (under $100M) | $22.5M | 12 | 40 | 1 | 09/24/2026 | ☆ | |
| 22846 | Milestone Advisory Group, Llc CRD 308758 | Wealth Manager · Boutique (under $100M) | $22.5M | 140 | 263 | 1 | 03/20/2026 | ☆ | |
| 22847 | Jersey Shore Portfolio Management, Llc CRD 164487 | Wealth Manager · Boutique (under $100M) | $22.5M | 53 | 126 | 2 | 03/06/2026 | ☆ | |
| 22848 | Mountain Creek Capital, Llc CRD 298620 | Melville, NY | Wealth Manager · Boutique (under $100M) | $22.5M | 49 | 76 | 1 | 02/23/2026 | ☆ |
| 22849 | Creole Wealth Solutions, Llc CRD 305150 | Wealth Manager · Boutique (under $100M) | $22.5M | 25 | 58 | 1 | 03/03/2026 | ☆ | |
| 22850 | Genesis Capital Group Llc CRD 150035 | New York, NY | Wealth Manager · Boutique (under $100M) | $22.5M | 30 | 51 | 1 | 02/25/2026 | ☆ |