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 |
|---|---|---|---|---|---|---|---|---|---|
| 23801 | Pureretire Llc CRD 137403 | Wealth Manager · Boutique (under $100M) | $17.2M | 15 | 1 | 02/13/2026 | ☆ | ||
| 23802 | Black Lake Capital Corp. CRD 147399 | Wealth Manager · Boutique (under $100M) | $17.2M | 25 | 25 | 1 | 02/06/2025 | ☆ | |
| 23803 | Fs Financial Advisors, Llc CRD 299823 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $17.2M | 27 | 75 | 4 | 03/03/2026 | ☆ |
| 23804 | Grant, John Shelburn CRD 121612 | Elberta, AL | Insurance-Affiliated · Boutique (under $100M) | $17.2M | 101 | 135 | 1 | 03/25/2026 | ☆ |
| 23805 | Upward Financial Planning, Llc CRD 321825 | Vinton, VA | Insurance-Affiliated · Boutique (under $100M) | $17.2M | 77 | 77 | 2 | 02/09/2026 | ☆ |
| 23806 | Me Financial Llc CRD 143070 | Phoenix, AZ | Insurance-Affiliated · Boutique (under $100M) | $17.2M | 40 | 119 | 1 | 03/20/2026 | ☆ |
| 23807 | Wise Money Israel Llc CRD 321874 | Wealth Manager · Boutique (under $100M) | $17.2M | 49 | 62 | 4 | 02/26/2026 | ☆ | |
| 23808 | Efficient Market Investments, Llc CRD 156466 | Wealth Manager · Boutique (under $100M) | $17.2M | 45 | 146 | 1 | 08/17/2026 | ☆ | |
| 23809 | Two Palms Planning Llc CRD 333588 | Wealth Manager · Boutique (under $100M) | $17.2M | 6 | 1 | 04/06/2026 | ☆ | ||
| 23810 | Convergence Wealth Partners Llc CRD 329438 | Redding, CA | Wealth Manager · Boutique (under $100M) | $17.2M | 60 | 119 | 1 | 03/09/2026 | ☆ |
| 23811 | Atlas Capital Team Inc. CRD 326724 | Mutual Fund / Asset Manager · Boutique (under $100M) | $17.2M | 1 | 1 | 5 | 10/08/2026 | ☆ | |
| 23812 | Gold, Joel Ira CRD 123127 | Wealth Manager · Boutique (under $100M) | $17.2M | 29 | 29 | 1 | 01/04/2018 | ☆ | |
| 23813 | Intelligent Investments Llc CRD 164513 | Sioux Falls, SD | Insurance-Affiliated · Boutique (under $100M) | $17.2M | 66 | 164 | 1 | 03/23/2026 | ☆ |
| 23814 | Hozie Consulting, Llc CRD 310894 | Wealth Manager · Boutique (under $100M) | $17.1M | 14 | 59 | 1 | 02/26/2026 | ☆ | |
| 23815 | Black Sea Gold Advisors Llc CRD 304330 | Kingston, NY | Wealth Manager · Boutique (under $100M) | $17.1M | 30 | 46 | 1 | 01/22/2026 | ☆ |
| 23816 | Irving Advisory Group, Llc CRD 160169 | San Marcos, CA | Wealth Manager · Boutique (under $100M) | $17.1M | 47 | 47 | 1 | 03/27/2026 | ☆ |
| 23817 | Emerald Hills Capital, Llc CRD 159670 | Private Fund Manager · Boutique (under $100M) | $17.1M | 3 | 3 | 1 | 01/02/2026 | ☆ | |
| 23818 | Insurawealth, Llc CRD 284628 | Wealth Manager · Boutique (under $100M) | $17.1M | 97 | 228 | 1 | 04/02/2026 | ☆ | |
| 23819 | Fsc Advisors Llc CRD 173892 | North Canton, OH | Wealth Manager · Boutique (under $100M) | $17.1M | 113 | 113 | 1 | 02/12/2026 | ☆ |
| 23820 | Ponderosa Investment Group, Llc CRD 143055 | Wealth Manager · Boutique (under $100M) | $17.1M | 36 | 74 | 1 | 03/27/2026 | ☆ | |
| 23821 | Cogent Investment Advisors Llc CRD 287773 | Wealth Manager · Boutique (under $100M) | $17.1M | 6 | 22 | 1 | 08/03/2026 | ☆ | |
| 23822 | Sego Wealth Management, Llc CRD 304193 | Collierville, TN | Wealth Manager · Boutique (under $100M) | $17.1M | 43 | 81 | 1 | 03/30/2026 | ☆ |
| 23823 | Matrix Private Wealth Management Inc. CRD 281197 | Lake Success, NY | Wealth Manager · Boutique (under $100M) | $17.1M | 49 | 49 | 2 | 03/19/2026 | ☆ |
| 23824 | Convergent Capital Partners, Llc CRD 158100 | Boston, MA | Wealth Manager · Boutique (under $100M) | $17.1M | 11 | 18 | 1 | 03/16/2026 | ☆ |
| 23825 | Hudson Capital Management Inc. CRD 307412 | Irvington, NY | Insurance-Affiliated · Boutique (under $100M) | $17.1M | 40 | 40 | 1 | 04/18/2025 | ☆ |
| 23826 | Revisionist Wealth Advisors, Llc CRD 299706 | Downingtown, PA | Insurance-Affiliated · Boutique (under $100M) | $17.1M | 41 | 62 | 1 | 01/22/2026 | ☆ |
| 23827 | Cultivate Financial Wellness, Llc CRD 308633 | Wealth Manager · Boutique (under $100M) | $17.1M | 23 | 60 | 1 | 05/07/2026 | ☆ | |
| 23828 | Nickelplate Financial Llc CRD 284347 | Canton, OH | Wealth Manager · Boutique (under $100M) | $17.1M | 55 | 124 | 1 | 07/31/2026 | ☆ |
| 23829 | Harwood Investment Group Llc CRD 126391 | Memphis, TN | Wealth Manager · Boutique (under $100M) | $17.1M | 15 | 28 | 1 | 01/22/2026 | ☆ |
| 23830 | Kalantry Advisors Llc CRD 310785 | Wealth Manager · Boutique (under $100M) | $17.1M | 49 | 49 | 3 | 01/16/2025 | ☆ | |
| 23831 | Gk Private Wealth Partners Llc CRD 326647 | Troy, MI | Wealth Manager · Boutique (under $100M) | $17.1M | 44 | 70 | 1 | 03/09/2026 | ☆ |
| 23832 | Benari Capital, Llc CRD 332651 | Northbrook, IL | Wealth Manager · Boutique (under $100M) | $17.1M | 12 | 31 | 1 | 07/23/2026 | ☆ |
| 23833 | Rutherford Capital, Inc. CRD 319416 | Granite Bay, CA | Institutional / Pension Advisor · Boutique (under $100M) | $17.1M | 1 | 1 | 05/27/2026 | ☆ | |
| 23834 | Caubarreaux, Andre Paul CRD 117139 | Wealth Manager · Boutique (under $100M) | $17.1M | 51 | 51 | 1 | 02/26/2026 | ☆ | |
| 23835 | Holden, Douglas K CRD 118922 | Wealth Manager · Boutique (under $100M) | $17.0M | 24 | 72 | 1 | 03/07/2026 | ☆ | |
| 23836 | Integrated Retirement Advisors, Llc CRD 300013 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $17.0M | 19 | 19 | 1 | 03/30/2026 | ☆ |
| 23837 | Triton Investments, Llc CRD 297585 | Bismarck, ND | Wealth Manager · Boutique (under $100M) | $17.0M | 79 | 200 | 3 | 04/06/2026 | ☆ |
| 23838 | James Heavey Wealth Advisors, Llc CRD 287645 | Insurance-Affiliated · Boutique (under $100M) | $17.0M | 106 | 103 | 1 | 03/16/2026 | ☆ | |
| 23839 | Blue Point Strategic Wealth Management, Llc CRD 166617 | Fair Lawn, NJ | Wealth Manager · Boutique (under $100M) | $17.0M | 44 | 44 | 4 | 03/24/2026 | ☆ |
| 23840 | Prudent Financial Planning Llc CRD 288500 | Naples, FL | Wealth Manager · Boutique (under $100M) | $17.0M | 79 | 278 | 3 | 05/22/2026 | ☆ |
| 23841 | Springhouse Financial, Llc CRD 167145 | Wealth Manager · Boutique (under $100M) | $17.0M | 21 | 46 | 1 | 01/30/2026 | ☆ | |
| 23842 | Taylor Strategic Wealth Management, Llc CRD 323492 | Insurance-Affiliated · Boutique (under $100M) | $17.0M | 38 | 60 | 1 | 03/13/2026 | ☆ | |
| 23843 | Plutus Wealth Management, Llc CRD 329764 | Burlington, CA | Insurance-Affiliated · Boutique (under $100M) | $17.0M | 24 | 24 | 1 | 06/09/2026 | ☆ |
| 23844 | Asset Guidance Group, Llc CRD 291448 | Roswell, GA | Wealth Manager · Boutique (under $100M) | $17.0M | 35 | 35 | 2 | 08/26/2026 | ☆ |
| 23845 | David Lurch Llc CRD 332754 | Wealth Manager · Boutique (under $100M) | $17.0M | 13 | 27 | 1 | 06/23/2026 | ☆ | |
| 23846 | Financial Focus Asset Management,Inc. CRD 128847 | Plymouth, MA | Wealth Manager · Boutique (under $100M) | $17.0M | 97 | 97 | 1 | 11/26/2025 | ☆ |
| 23847 | Financial Freedom Advisors, Llc CRD 170963 | Wealth Manager · Boutique (under $100M) | $17.0M | 52 | 110 | 1 | 01/27/2026 | ☆ | |
| 23848 | Intelliwealth Financial Advisors, Ltd. CRD 132594 | Plano, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $17.0M | 78 | 78 | 2 | 03/02/2022 | ☆ |
| 23849 | Keith William Moored, Jr. CRD 115715 | Wealth Manager · Boutique (under $100M) | $17.0M | 20 | 20 | 2 | 03/25/2026 | ☆ | |
| 23850 | Lang Asset Management, Inc. CRD 113027 | Wealth Manager · Boutique (under $100M) | $17.0M | 63 | 63 | 1 | 01/27/2026 | ☆ |