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 |
|---|---|---|---|---|---|---|---|---|---|
| 23551 | Collabria Capital, Inc CRD 159858 | Wealth Manager · Boutique (under $100M) | $18.6M | 18 | 58 | 1 | 03/27/2026 | ☆ | |
| 23552 | Dransfeldt, Gerry Bruce CRD 130636 | Wealth Manager · Boutique (under $100M) | $18.6M | 25 | 25 | 1 | 05/27/2026 | ☆ | |
| 23553 | Asset Preservation Capital, Ltd CRD 305899 | Troy, MI | Wealth Manager · Boutique (under $100M) | $18.5M | 100 | 103 | 1 | 03/26/2026 | ☆ |
| 23554 | Kmc Wealth Management, Llc CRD 167437 | San Antonio, TX | Insurance-Affiliated · Boutique (under $100M) | $18.5M | 23 | 23 | 1 | 03/19/2026 | ☆ |
| 23555 | Trinity Wealth Partners, Llc CRD 325294 | Aurora, CO | Wealth Manager · Boutique (under $100M) | $18.5M | 29 | 70 | 3 | 10/08/2026 | ☆ |
| 23556 | Wilson & Browning, Inc. CRD 121900 | Cleveland Heights, OH | Wealth Manager · Boutique (under $100M) | $18.5M | 42 | 85 | 1 | 02/02/2026 | ☆ |
| 23557 | Human Capital, Llc CRD 319649 | Wealth Manager · Boutique (under $100M) | $18.5M | 99 | 240 | 1 | 07/30/2026 | ☆ | |
| 23558 | Partner Wealth Management, Llc CRD 173548 | Wealth Manager · Boutique (under $100M) | $18.5M | 8 | 8 | 1 | 01/14/2026 | ☆ | |
| 23559 | Sound Investments Inc. CRD 117501 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $18.5M | 70 | 70 | 1 | 03/13/2026 | ☆ |
| 23560 | Krivacs Capital Management, Llc CRD 131835 | Denver, CO | Wealth Manager · Boutique (under $100M) | $18.5M | 10 | 24 | 1 | 03/16/2026 | ☆ |
| 23561 | Growth Vision Asset Management Llc CRD 168010 | Wealth Manager · Boutique (under $100M) | $18.5M | 7 | 7 | 1 | 02/06/2026 | ☆ | |
| 23562 | Parker Financial, Llc CRD 145670 | Wealth Manager · Boutique (under $100M) | $18.5M | 35 | 117 | 1 | 08/05/2025 | ☆ | |
| 23563 | Cris Capital, Ltd. CRD 281642 | Katy, TX | Wealth Manager · Boutique (under $100M) | $18.5M | 69 | 116 | 2 | 05/06/2026 | ☆ |
| 23564 | Kahn Brothers Asset Management Corp CRD 105620 | New York, NY | Private Fund Manager · Boutique (under $100M) | $18.5M | 1 | 1 | 5 | 09/16/2026 | ☆ |
| 23565 | Rowen Capital Management, Llc CRD 154797 | Wealth Manager · Boutique (under $100M) | $18.5M | 8 | 12 | 1 | 01/26/2026 | ☆ | |
| 23566 | Element Risk Wealth Advisors Llc CRD 310540 | Hanover, PA | Wealth Manager · Boutique (under $100M) | $18.5M | 171 | 171 | 2 | 02/26/2026 | ☆ |
| 23567 | Mgh Asset Management Ltd CRD 139254 | Wellington | Private Fund Manager · Boutique (under $100M) | $18.5M | 1 | 1 | 2 | 08/05/2026 | ☆ |
| 23568 | Northwood Investment Partners, Llc CRD 167338 | Wealth Manager · Boutique (under $100M) | $18.4M | 20 | 27 | 1 | 03/31/2026 | ☆ | |
| 23569 | Endress Capital Management, L.L.C. CRD 154901 | Wealth Manager · Boutique (under $100M) | $18.4M | 96 | 96 | 1 | 03/18/2026 | ☆ | |
| 23570 | Furlong Investment Solutions, Llc CRD 281796 | Wealth Manager · Boutique (under $100M) | $18.4M | 26 | 26 | 1 | 03/05/2026 | ☆ | |
| 23571 | Hidajat Asset Management, Llc CRD 283970 | Investment Adviser · Boutique (under $100M) | $18.4M | 1 | 11 | 1 | 02/17/2026 | ☆ | |
| 23572 | Pine Cone Capital Llc CRD 129387 | Wealth Manager · Boutique (under $100M) | $18.4M | 52 | 52 | 1 | 02/18/2026 | ☆ | |
| 23573 | Antone Asset Management, Inc CRD 141468 | Carlsbad, CA | Insurance-Affiliated · Boutique (under $100M) | $18.4M | 34 | 34 | 1 | 03/23/2026 | ☆ |
| 23574 | Davisson Investment, Llc CRD 141040 | Newington, NH | Wealth Manager · Boutique (under $100M) | $18.4M | 7 | 6 | 1 | 04/17/2025 | ☆ |
| 23575 | Investor Resources Inc CRD 128722 | Wealth Manager · Boutique (under $100M) | $18.4M | 20 | 20 | 1 | 06/09/2026 | ☆ | |
| 23576 | Blue Advisory Llc CRD 316516 | Wealth Manager · Boutique (under $100M) | $18.4M | 15 | 47 | 1 | 02/19/2026 | ☆ | |
| 23577 | Davies Wealth Management Llc CRD 151098 | Stuart, FL | Insurance-Affiliated · Boutique (under $100M) | $18.4M | 120 | 118 | 1 | 03/31/2026 | ☆ |
| 23578 | Consultative Services, Inc. Dba Myrna Mitchell, Mba, Cfp CRD 118531 | Wealth Manager · Boutique (under $100M) | $18.4M | 15 | 15 | 1 | 03/30/2026 | ☆ | |
| 23579 | Triumph Wealth Advisors, Inc. CRD 153175 | Wealth Manager · Boutique (under $100M) | $18.4M | 196 | 196 | 4 | 03/27/2026 | ☆ | |
| 23580 | Aspen Financial Solutions, Llc CRD 167258 | Wealth Manager · Boutique (under $100M) | $18.4M | 14 | 28 | 1 | 03/09/2026 | ☆ | |
| 23581 | Resolute Capital, Llc CRD 317054 | Wealth Manager · Boutique (under $100M) | $18.4M | 15 | 15 | 5 | 03/25/2026 | ☆ | |
| 23582 | Opes Mvb Capital, Llc CRD 325623 | Wealth Manager · Boutique (under $100M) | $18.4M | 13 | 30 | 1 | 08/27/2026 | ☆ | |
| 23583 | Panorama Financial Llc CRD 332276 | Wealth Manager · Boutique (under $100M) | $18.4M | 28 | 74 | 1 | 03/02/2026 | ☆ | |
| 23584 | Stark Strategic Capital Management, Inc. CRD 121295 | Insurance-Affiliated · Boutique (under $100M) | $18.4M | 19 | 62 | 1 | 10/23/2024 | ☆ | |
| 23585 | Sound Trust Wealth Advisors, Llc CRD 134344 | Insurance-Affiliated · Boutique (under $100M) | $18.4M | 25 | 25 | 1 | 03/23/2026 | ☆ | |
| 23586 | Inukshuk Investments, Llc CRD 166556 | Wealth Manager · Boutique (under $100M) | $18.4M | 46 | 50 | 1 | 03/09/2026 | ☆ | |
| 23587 | Sound Financial Solutions Llc CRD 168588 | Melbourne, FL | Wealth Manager · Boutique (under $100M) | $18.4M | 89 | 155 | 2 | 03/09/2026 | ☆ |
| 23588 | Buttfield & Associates CRD 128382 | Wealth Manager · Boutique (under $100M) | $18.4M | 18 | 53 | 1 | 03/20/2026 | ☆ | |
| 23589 | Nwt Advisors, Llc CRD 151192 | Duvall, WA | Insurance-Affiliated · Boutique (under $100M) | $18.4M | 45 | 86 | 2 | 04/17/2026 | ☆ |
| 23590 | Blankenship Financial Planning, Ltd. CRD 125651 | New Berlin, IL | Wealth Manager · Boutique (under $100M) | $18.4M | 67 | 65 | 2 | 11/24/2025 | ☆ |
| 23591 | Dattilio & Ash Capital Management, Llc CRD 289117 | Lebanon, NH | Wealth Manager · Boutique (under $100M) | $18.3M | 31 | 36 | 2 | 01/08/2026 | ☆ |
| 23592 | Signal Research Group Llc CRD 166392 | Edmond, OK | Wealth Manager · Boutique (under $100M) | $18.3M | 104 | 150 | 2 | 02/26/2026 | ☆ |
| 23593 | Vinsoncap Wealth Advisors Llc CRD 333948 | Investment Adviser · Boutique (under $100M) | $18.3M | 6 | 10 | 2 | 02/23/2026 | ☆ | |
| 23594 | Fidelis Capital, Llc CRD 141341 | Birmingham, AL | Private Fund Manager · Boutique (under $100M) | $18.3M | 3 | 3 | 1 | 03/30/2026 | ☆ |
| 23595 | Spurr Financial Investment Services, Llc CRD 285683 | Wealth Manager · Boutique (under $100M) | $18.3M | 17 | 41 | 1 | 02/09/2026 | ☆ | |
| 23596 | Pj Scavuzzo, Inc. CRD 151742 | Wealth Manager · Boutique (under $100M) | $18.3M | 66 | 124 | 1 | 03/03/2026 | ☆ | |
| 23597 | Hermitage Advisors, Ltd. CRD 127564 | Wealth Manager · Boutique (under $100M) | $18.3M | 12 | 17 | 2 | 03/30/2026 | ☆ | |
| 23598 | Israels Ferguson Asset Advisors Llc CRD 151317 | Wealth Manager · Boutique (under $100M) | $18.3M | 38 | 92 | 3 | 03/24/2026 | ☆ | |
| 23599 | Commonwealth Asset Management Group Llc CRD 158514 | Fairfax, VA | Wealth Manager · Boutique (under $100M) | $18.3M | 75 | 109 | 1 | 02/06/2026 | ☆ |
| 23600 | Foundations Financial Group Executive Solutions, Inc. CRD 297608 | Omaha, NE | Insurance-Affiliated · Boutique (under $100M) | $18.3M | 14 | 25 | 2 | 02/12/2026 | ☆ |