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 |
|---|---|---|---|---|---|---|---|---|---|
| 22951 | Kelce Advisors, Llc CRD 330769 | Wealth Manager · Boutique (under $100M) | $21.9M | 11 | 63 | 1 | 05/11/2026 | ☆ | |
| 22952 | Shb Advisors, Llc CRD 170529 | Washington, DC | Wealth Manager · Boutique (under $100M) | $21.9M | 5 | 5 | 1 | 03/13/2026 | ☆ |
| 22953 | Bright Wealth Advisors, Llc CRD 299434 | Mission Viejo, CA | Insurance-Affiliated · Boutique (under $100M) | $21.9M | 52 | 135 | 1 | 05/19/2026 | ☆ |
| 22954 | Volition Financial Network, Llc CRD 304366 | Cleveland, OH | Wealth Manager · Boutique (under $100M) | $21.9M | 73 | 172 | 1 | 03/25/2026 | ☆ |
| 22955 | Clear Trace, Llc CRD 144746 | Wealth Manager · Boutique (under $100M) | $21.9M | 51 | 102 | 1 | 02/02/2026 | ☆ | |
| 22956 | Zone Investment Management, Llc CRD 314086 | Wealth Manager · Boutique (under $100M) | $21.9M | 32 | 66 | 1 | 01/28/2026 | ☆ | |
| 22957 | Forecast Institute, Llc CRD 285694 | Private Fund Manager · Boutique (under $100M) | $21.9M | 1 | 1 | 1 | 03/27/2026 | ☆ | |
| 22958 | St. Croix Advisors, Llc CRD 159000 | Insurance-Affiliated · Boutique (under $100M) | $21.9M | 7 | 11 | 1 | 03/06/2026 | ☆ | |
| 22959 | Jsd & Associates , Inc CRD 135107 | North Syracuse, NY | Institutional / Pension Advisor · Boutique (under $100M) | $21.9M | 4 | 3 | 03/24/2026 | ☆ | |
| 22960 | Globalinvest Financial Services, Inc. CRD 154466 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $21.9M | 49 | 49 | 1 | 03/15/2026 | ☆ |
| 22961 | Deller Wealth Management Llc CRD 297975 | Royal Oak, MI | Wealth Manager · Boutique (under $100M) | $21.9M | 79 | 160 | 1 | 03/12/2026 | ☆ |
| 22962 | San Blas Capital, Llc CRD 140971 | Wealth Manager · Boutique (under $100M) | $21.9M | 37 | 37 | 1 | 01/27/2026 | ☆ | |
| 22963 | Neshaminy Creek Financial Advisory Corp. CRD 291848 | Wealth Manager · Boutique (under $100M) | $21.9M | 109 | 165 | 1 | 03/31/2026 | ☆ | |
| 22964 | The Butler Group Llc CRD 131814 | Wealth Manager · Boutique (under $100M) | $21.9M | 15 | 15 | 1 | 04/24/2026 | ☆ | |
| 22965 | Money Calculus Llc CRD 331211 | Wealth Manager · Boutique (under $100M) | $21.9M | 6 | 1 | 03/13/2026 | ☆ | ||
| 22966 | Bks Wealth Llc CRD 329627 | Insurance-Affiliated · Boutique (under $100M) | $21.9M | 51 | 51 | 1 | 06/16/2026 | ☆ | |
| 22967 | Pacific Wealth Partners, Llc CRD 315291 | Wealth Manager · Boutique (under $100M) | $21.8M | 8 | 24 | 1 | 03/30/2026 | ☆ | |
| 22968 | Ballaster Financial Llc CRD 316668 | Wealth Manager · Boutique (under $100M) | $21.8M | 27 | 131 | 1 | 10/08/2026 | ☆ | |
| 22969 | Barrett Capital Management, Inc. CRD 125550 | Rochester, NY | Wealth Manager · Boutique (under $100M) | $21.8M | 88 | 32 | 1 | 03/31/2026 | ☆ |
| 22970 | Goydas Capital Investment Management, Llc CRD 305028 | Wealth Manager · Boutique (under $100M) | $21.8M | 23 | 53 | 2 | 06/02/2026 | ☆ | |
| 22971 | Montgomery Wealth Management, Llc CRD 173968 | Pagosa Springs, CO | Insurance-Affiliated · Boutique (under $100M) | $21.8M | 46 | 62 | 1 | 01/05/2026 | ☆ |
| 22972 | Vandeventer, Larry Thomas CRD 117479 | Windham, NH | Wealth Manager · Boutique (under $100M) | $21.8M | 33 | 54 | 1 | 03/24/2026 | ☆ |
| 22973 | Modern Wealth Llc CRD 331245 | Chandler, AZ | Wealth Manager · Boutique (under $100M) | $21.8M | 130 | 426 | 3 | 06/29/2026 | ☆ |
| 22974 | Kevin Patrick Clariday CRD 139722 | Wealth Manager · Boutique (under $100M) | $21.8M | 5 | 5 | 1 | 02/17/2026 | ☆ | |
| 22975 | Rattlesnake Creek Capital Llc CRD 332008 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $21.8M | 15 | 26 | 2 | 03/03/2026 | ☆ |
| 22976 | 5280 Wealth Management Llc CRD 301535 | Broomfield, CO | Wealth Manager · Boutique (under $100M) | $21.8M | 104 | 338 | 3 | 03/09/2026 | ☆ |
| 22977 | Washington Peak Investment Advisors Llc CRD 289052 | Waterville Valley, NH | Wealth Manager · Boutique (under $100M) | $21.8M | 19 | 34 | 1 | 03/30/2026 | ☆ |
| 22978 | Soroko, Adam Michael CRD 307305 | Wealth Manager · Boutique (under $100M) | $21.8M | 22 | 67 | 1 | 03/13/2026 | ☆ | |
| 22979 | Draco Evolution Corp. CRD 329860 | Taipei City | Mutual Fund / Asset Manager · Boutique (under $100M) | $21.8M | 1 | 1 | 9 | 03/31/2026 | ☆ |
| 22980 | Cornell Capital Management Llc CRD 304229 | Wealth Manager · Boutique (under $100M) | $21.8M | 9 | 9 | 1 | 03/07/2022 | ☆ | |
| 22981 | New Cumnock Consulting, Inc. CRD 284899 | Winnetka, IL | Wealth Manager · Boutique (under $100M) | $21.7M | 14 | 41 | 1 | 01/22/2026 | ☆ |
| 22982 | K.J. Harrison & Partners (Usa) Inc. CRD 282353 | Toronto, On | Investment Adviser · Boutique (under $100M) | $21.7M | 5 | 5 | 10 | 07/01/2026 | ☆ |
| 22983 | Orchard Financial Group Llc CRD 300320 | Austin, TX | Wealth Manager · Boutique (under $100M) | $21.7M | 63 | 120 | 2 | 03/30/2026 | ☆ |
| 22984 | The Davenport Financial Group, Inc. CRD 282200 | Dayton, OH | Wealth Manager · Boutique (under $100M) | $21.7M | 131 | 178 | 1 | 04/29/2026 | ☆ |
| 22985 | N CRD 151246 | Private Fund Manager · Boutique (under $100M) | $21.7M | 1 | 1 | 2 | 03/30/2026 | ☆ | |
| 22986 | N CRD 331612 | Investment Adviser · Boutique (under $100M) | $21.7M | 11 | 33 | 2 | 02/03/2025 | ☆ | |
| 22987 | Cherry Creek Financial Advisors, Inc. CRD 122144 | Wealth Manager · Boutique (under $100M) | $21.7M | 103 | 147 | 1 | 06/07/2026 | ☆ | |
| 22988 | Land Advisory Co., Llc CRD 120016 | St. Louis, MO | Private Fund Manager · Boutique (under $100M) | $21.7M | 1 | 1 | 3 | 09/30/2026 | ☆ |
| 22989 | Wealth Financial Group West, Inc. CRD 324051 | Costa Mesa, CA | Wealth Manager · Boutique (under $100M) | $21.7M | 98 | 98 | 4 | 03/23/2026 | ☆ |
| 22990 | Overson Advisory Group Llc CRD 165648 | Mesa, AZ | Wealth Manager · Boutique (under $100M) | $21.7M | 131 | 131 | 3 | 01/19/2026 | ☆ |
| 22991 | Huber, Cardono, Moring & Richter, L.P. CRD 110705 | Insurance-Affiliated · Boutique (under $100M) | $21.7M | 33 | 45 | 1 | 03/30/2026 | ☆ | |
| 22992 | Innovation Partners Llc. CRD 146344 | Charlotte, NC | Insurance-Affiliated · Boutique (under $100M) | $21.7M | 26 | 36 | 305 | 03/24/2026 | ☆ |
| 22993 | Cedarline Capital, Llc CRD 324033 | Wealth Manager · Boutique (under $100M) | $21.7M | 48 | 121 | 1 | 10/05/2026 | ☆ | |
| 22994 | A & C Investment, Inc. CRD 116708 | Wealth Manager · Boutique (under $100M) | $21.7M | 11 | 14 | 1 | 02/18/2026 | ☆ | |
| 22995 | Harris Harper Counsel, Inc. CRD 121746 | Private Fund Manager · Boutique (under $100M) | $21.7M | 2 | 2 | 1 | 03/09/2026 | ☆ | |
| 22996 | Reach Strategic Wealth Llc CRD 304155 | Wealth Manager · Boutique (under $100M) | $21.7M | 50 | 136 | 1 | 09/15/2026 | ☆ | |
| 22997 | Gurnee Group, Llc CRD 330771 | Toledo, OH | Private Fund Manager · Boutique (under $100M) | $21.7M | 11 | 11 | 4 | 03/31/2026 | ☆ |
| 22998 | Cahaba Capital Advisors, Llc CRD 286264 | Private Fund Manager · Boutique (under $100M) | $21.7M | 1 | 1 | 1 | 03/26/2026 | ☆ | |
| 22999 | Richard E. Eddy, Cfp, Llc CRD 269941 | Johnson City, TN | Wealth Manager · Boutique (under $100M) | $21.7M | 86 | 131 | 2 | 03/05/2026 | ☆ |
| 23000 | N CRD 145669 | Investment Adviser · Boutique (under $100M) | $21.6M | 2 | 2 | 7 | 02/28/2025 | ☆ |