Investment advisers
44,621 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 |
|---|---|---|---|---|---|---|---|---|---|
| 23701 | Black Sea Gold Advisors Llc CRD 304330 | Kingston, NY | Wealth Manager · Boutique (under $100M) | $17.1M | 30 | 46 | 1 | 01/22/2026 | ☆ |
| 23702 | Irving Advisory Group, Llc CRD 160169 | San Marcos, CA | Wealth Manager · Boutique (under $100M) | $17.1M | 47 | 47 | 1 | 03/27/2026 | ☆ |
| 23703 | Emerald Hills Capital, Llc CRD 159670 | Private Fund Manager · Boutique (under $100M) | $17.1M | 3 | 3 | 1 | 01/02/2026 | ☆ | |
| 23704 | Insurawealth, Llc CRD 284628 | Wealth Manager · Boutique (under $100M) | $17.1M | 97 | 228 | 1 | 04/02/2026 | ☆ | |
| 23705 | Fsc Advisors Llc CRD 173892 | North Canton, OH | Wealth Manager · Boutique (under $100M) | $17.1M | 113 | 113 | 1 | 02/12/2026 | ☆ |
| 23706 | Ponderosa Investment Group, Llc CRD 143055 | Wealth Manager · Boutique (under $100M) | $17.1M | 36 | 74 | 1 | 03/27/2026 | ☆ | |
| 23707 | Cogent Investment Advisors Llc CRD 287773 | Wealth Manager · Boutique (under $100M) | $17.1M | 6 | 22 | 1 | 08/03/2026 | ☆ | |
| 23708 | Sego Wealth Management, Llc CRD 304193 | Collierville, TN | Wealth Manager · Boutique (under $100M) | $17.1M | 43 | 81 | 1 | 03/30/2026 | ☆ |
| 23709 | Matrix Private Wealth Management Inc. CRD 281197 | Lake Success, NY | Wealth Manager · Boutique (under $100M) | $17.1M | 49 | 49 | 2 | 03/19/2026 | ☆ |
| 23710 | Convergent Capital Partners, Llc CRD 158100 | Boston, MA | Wealth Manager · Boutique (under $100M) | $17.1M | 11 | 18 | 1 | 03/16/2026 | ☆ |
| 23711 | Hudson Capital Management Inc. CRD 307412 | Irvington, NY | Insurance-Affiliated · Boutique (under $100M) | $17.1M | 40 | 40 | 1 | 04/18/2025 | ☆ |
| 23712 | Revisionist Wealth Advisors, Llc CRD 299706 | Downingtown, PA | Insurance-Affiliated · Boutique (under $100M) | $17.1M | 41 | 62 | 1 | 01/22/2026 | ☆ |
| 23713 | Cultivate Financial Wellness, Llc CRD 308633 | Wealth Manager · Boutique (under $100M) | $17.1M | 23 | 60 | 1 | 05/07/2026 | ☆ | |
| 23714 | Nickelplate Financial Llc CRD 284347 | Canton, OH | Wealth Manager · Boutique (under $100M) | $17.1M | 55 | 124 | 1 | 07/31/2026 | ☆ |
| 23715 | Harwood Investment Group Llc CRD 126391 | Memphis, TN | Wealth Manager · Boutique (under $100M) | $17.1M | 15 | 28 | 1 | 01/22/2026 | ☆ |
| 23716 | Kalantry Advisors Llc CRD 310785 | Wealth Manager · Boutique (under $100M) | $17.1M | 49 | 49 | 3 | 01/16/2025 | ☆ | |
| 23717 | Gk Private Wealth Partners Llc CRD 326647 | Troy, MI | Wealth Manager · Boutique (under $100M) | $17.1M | 44 | 70 | 1 | 03/09/2026 | ☆ |
| 23718 | Benari Capital, Llc CRD 332651 | Northbrook, IL | Wealth Manager · Boutique (under $100M) | $17.1M | 12 | 31 | 1 | 07/23/2026 | ☆ |
| 23719 | Rutherford Capital, Inc. CRD 319416 | Granite Bay, CA | Institutional / Pension Advisor · Boutique (under $100M) | $17.1M | 1 | 1 | 05/27/2026 | ☆ | |
| 23720 | Caubarreaux, Andre Paul CRD 117139 | Wealth Manager · Boutique (under $100M) | $17.1M | 51 | 51 | 1 | 02/26/2026 | ☆ | |
| 23721 | Holden, Douglas K CRD 118922 | Wealth Manager · Boutique (under $100M) | $17.0M | 24 | 72 | 1 | 03/07/2026 | ☆ | |
| 23722 | Integrated Retirement Advisors, Llc CRD 300013 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $17.0M | 19 | 19 | 1 | 03/30/2026 | ☆ |
| 23723 | Triton Investments, Llc CRD 297585 | Bismarck, ND | Wealth Manager · Boutique (under $100M) | $17.0M | 79 | 200 | 3 | 04/06/2026 | ☆ |
| 23724 | James Heavey Wealth Advisors, Llc CRD 287645 | Insurance-Affiliated · Boutique (under $100M) | $17.0M | 106 | 103 | 1 | 03/16/2026 | ☆ | |
| 23725 | Blue Point Strategic Wealth Management, Llc CRD 166617 | Fair Lawn, NJ | Wealth Manager · Boutique (under $100M) | $17.0M | 44 | 44 | 4 | 03/24/2026 | ☆ |
| 23726 | Prudent Financial Planning Llc CRD 288500 | Naples, FL | Wealth Manager · Boutique (under $100M) | $17.0M | 79 | 278 | 3 | 05/22/2026 | ☆ |
| 23727 | Springhouse Financial, Llc CRD 167145 | Wealth Manager · Boutique (under $100M) | $17.0M | 21 | 46 | 1 | 01/30/2026 | ☆ | |
| 23728 | Taylor Strategic Wealth Management, Llc CRD 323492 | Insurance-Affiliated · Boutique (under $100M) | $17.0M | 38 | 60 | 1 | 03/13/2026 | ☆ | |
| 23729 | Plutus Wealth Management, Llc CRD 329764 | Burlington, CA | Insurance-Affiliated · Boutique (under $100M) | $17.0M | 24 | 24 | 1 | 06/09/2026 | ☆ |
| 23730 | Asset Guidance Group, Llc CRD 291448 | Roswell, GA | Wealth Manager · Boutique (under $100M) | $17.0M | 35 | 35 | 2 | 06/17/2026 | ☆ |
| 23731 | David Lurch Llc CRD 332754 | Wealth Manager · Boutique (under $100M) | $17.0M | 13 | 27 | 1 | 06/23/2026 | ☆ | |
| 23732 | Financial Focus Asset Management,Inc. CRD 128847 | Plymouth, MA | Wealth Manager · Boutique (under $100M) | $17.0M | 97 | 97 | 1 | 11/26/2025 | ☆ |
| 23733 | Financial Freedom Advisors, Llc CRD 170963 | Wealth Manager · Boutique (under $100M) | $17.0M | 52 | 110 | 1 | 01/27/2026 | ☆ | |
| 23734 | Intelliwealth Financial Advisors, Ltd. CRD 132594 | Plano, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $17.0M | 78 | 78 | 2 | 03/02/2022 | ☆ |
| 23735 | Keith William Moored, Jr. CRD 115715 | Wealth Manager · Boutique (under $100M) | $17.0M | 20 | 20 | 2 | 03/25/2026 | ☆ | |
| 23736 | Lang Asset Management, Inc. CRD 113027 | Wealth Manager · Boutique (under $100M) | $17.0M | 63 | 63 | 1 | 01/27/2026 | ☆ | |
| 23737 | Life Planning Solutions, Llc CRD 157683 | Wealth Manager · Boutique (under $100M) | $17.0M | 24 | 54 | 1 | 02/23/2026 | ☆ | |
| 23738 | Oak Brook Advisors, Llc CRD 118151 | Lakewood Ranch, FL | Wealth Manager · Boutique (under $100M) | $17.0M | 37 | 91 | 2 | 03/26/2026 | ☆ |
| 23739 | Precidian Funds Llc CRD 156974 | Newtown, PA | Mutual Fund / Asset Manager · Boutique (under $100M) | $17.0M | 11 | 11 | 3 | 01/07/2026 | ☆ |
| 23740 | Sf Value Capital, Llc CRD 298320 | Wealth Manager · Boutique (under $100M) | $17.0M | 31 | 31 | 1 | 08/16/2026 | ☆ | |
| 23741 | Sigma3 Capital Llc CRD 331720 | Wealth Manager · Boutique (under $100M) | $17.0M | 65 | 65 | 1 | 02/02/2026 | ☆ | |
| 23742 | Skoufis Capital Management, Inc. CRD 156140 | Chicago, Il, IL | Wealth Manager · Boutique (under $100M) | $17.0M | 40 | 40 | 1 | 07/10/2026 | ☆ |
| 23743 | The Buffalo Financial Group Llc CRD 330684 | Wealth Manager · Boutique (under $100M) | $17.0M | 26 | 40 | 1 | 08/11/2026 | ☆ | |
| 23744 | Yoshida Wealth Management, Inc. CRD 305049 | White Plains, NY | Wealth Manager · Boutique (under $100M) | $17.0M | 60 | 98 | 1 | 01/20/2026 | ☆ |
| 23745 | Crimson Investment Managers, Llc CRD 282498 | Westminster, CA | Wealth Manager · Boutique (under $100M) | $17.0M | 28 | 29 | 1 | 03/09/2026 | ☆ |
| 23746 | Meche And Associates Llc CRD 323419 | Lafayette, LA | Wealth Manager · Boutique (under $100M) | $17.0M | 192 | 192 | 3 | 04/10/2026 | ☆ |
| 23747 | Laseter, Donald Lee CRD 173235 | Wealth Manager · Boutique (under $100M) | $17.0M | 9 | 19 | 1 | 03/25/2026 | ☆ | |
| 23748 | Highgate Group Usa Inc. CRD 333217 | Montreal, Quebec | Wealth Manager · Boutique (under $100M) | $17.0M | 20 | 21 | 5 | 07/27/2026 | ☆ |
| 23749 | Golden Spread Wealth, Llc CRD 325810 | Canadian, TX | Wealth Manager · Boutique (under $100M) | $17.0M | 40 | 57 | 1 | 02/26/2026 | ☆ |
| 23750 | Pearl Capital Investments Llc CRD 316937 | Wealth Manager · Boutique (under $100M) | $17.0M | 14 | 20 | 2 | 02/26/2026 | ☆ |