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 |
|---|---|---|---|---|---|---|---|---|---|
| 23951 | Cavanaugh Wealth Management Llc CRD 339348 | Wealth Manager · Boutique (under $100M) | $16.4M | 99 | 99 | 1 | 09/01/2026 | ☆ | |
| 23952 | Montgomery & Co., L.L.C. CRD 269932 | Wealth Manager · Boutique (under $100M) | $16.4M | 24 | 76 | 1 | 03/31/2026 | ☆ | |
| 23953 | Aragorn Ltd. CRD 129380 | Wealth Manager · Boutique (under $100M) | $16.4M | 25 | 51 | 1 | 03/24/2026 | ☆ | |
| 23954 | Coordinated Planning Group, Inc. CRD 173653 | Melville, NY | Institutional / Pension Advisor · Boutique (under $100M) | $16.4M | 8 | 8 | 2 | 02/09/2026 | ☆ |
| 23955 | Harmon Financial Advisors, Inc. CRD 155345 | Flowood, MS | Wealth Manager · Boutique (under $100M) | $16.4M | 8 | 14 | 2 | 01/27/2026 | ☆ |
| 23956 | Russo Bruce Edward CRD 107164 | Wealth Manager · Boutique (under $100M) | $16.4M | 13 | 13 | 1 | 04/01/2026 | ☆ | |
| 23957 | Hunter Private Capital Advisors, Llc CRD 333651 | Pittsburgh, PA | Private Fund Manager · Boutique (under $100M) | $16.4M | 2 | 2 | 6 | 03/31/2026 | ☆ |
| 23958 | Hart Investment Management, Llc CRD 309661 | Wealth Manager · Boutique (under $100M) | $16.4M | 6 | 20 | 1 | 02/24/2026 | ☆ | |
| 23959 | Wealthetic Llc CRD 334809 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $16.4M | 47 | 59 | 2 | 07/15/2026 | ☆ |
| 23960 | Lifetime Strategies, Llc CRD 126348 | Griffin, GA | Wealth Manager · Boutique (under $100M) | $16.4M | 49 | 54 | 1 | 03/25/2026 | ☆ |
| 23961 | Myneni, Ravi CRD 319713 | Wealth Manager · Boutique (under $100M) | $16.4M | 8 | 30 | 1 | 03/13/2026 | ☆ | |
| 23962 | Mclean Financial Planning And Investment Management, Inc. CRD 170717 | Mentor, OH | Wealth Manager · Boutique (under $100M) | $16.4M | 52 | 85 | 1 | 02/02/2026 | ☆ |
| 23963 | Buttonwood Partners, Inc. CRD 27108 | Madison, WI | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $16.4M | 28 | 28 | 3 | 01/02/2026 | ☆ |
| 23964 | Granite Hill Capital Management, Llc CRD 137219 | Wealth Manager · Boutique (under $100M) | $16.4M | 5 | 13 | 1 | 04/06/2026 | ☆ | |
| 23965 | Svof/Mm, Llc CRD 132205 | Santa Monica, CA | Private Fund Manager · Boutique (under $100M) | $16.4M | 1 | 1 | 4 | 06/17/2026 | ☆ |
| 23966 | C4 M Global Advisors Llc CRD 326942 | Arlington, VA | Private Fund Manager · Boutique (under $100M) | $16.3M | 1 | 1 | 3 | 02/24/2026 | ☆ |
| 23967 | Capital Focus, Inc. CRD 152149 | Greenville, SC | Wealth Manager · Boutique (under $100M) | $16.3M | 19 | 32 | 1 | 03/25/2026 | ☆ |
| 23968 | Yosemite Wealth Llc CRD 322900 | Oakhurst, CA | Wealth Manager · Boutique (under $100M) | $16.3M | 70 | 137 | 1 | 01/27/2026 | ☆ |
| 23969 | N CRD 169933 | Mutual Fund / Asset Manager · Boutique (under $100M) | $16.3M | 1 | 1 | 0 | 03/31/2025 | ☆ | |
| 23970 | Trellisent Investments CRD 151473 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $16.3M | 10 | 41 | 1 | 02/26/2026 | ☆ |
| 23971 | Fama Re.Capital Ltda CRD 148198 | Sao Paulo | Private Fund Manager · Boutique (under $100M) | $16.3M | 4 | 4 | 17 | 04/01/2026 | ☆ |
| 23972 | Bass Rocks, Llc / Bass Rocks Asset Management CRD 327710 | Wealth Manager · Boutique (under $100M) | $16.3M | 21 | 21 | 3 | 05/29/2026 | ☆ | |
| 23973 | Mccauley Investment Advisory, Llc CRD 166035 | Wealth Manager · Boutique (under $100M) | $16.3M | 91 | 91 | 2 | 02/04/2026 | ☆ | |
| 23974 | Salida Financial Advice And Planning Llc CRD 317464 | Salida, CO | Wealth Manager · Boutique (under $100M) | $16.3M | 20 | 21 | 0 | 05/06/2026 | ☆ |
| 23975 | Family First Wealth Management, Llc CRD 306030 | Sycamore, IL | Wealth Manager · Boutique (under $100M) | $16.3M | 12 | 26 | 1 | 03/31/2026 | ☆ |
| 23976 | Kangpan & Company Llc CRD 337585 | Wealth Manager · Boutique (under $100M) | $16.3M | 6 | 43 | 1 | 08/14/2026 | ☆ | |
| 23977 | J.R.Pluta Capital Management, Inc. CRD 124758 | Pittsford, NY | Wealth Manager · Boutique (under $100M) | $16.3M | 7 | 7 | 1 | 03/23/2026 | ☆ |
| 23978 | Retiresharp Wealth Management, Llc CRD 309005 | Wealth Manager · Boutique (under $100M) | $16.3M | 135 | 135 | 1 | 01/12/2026 | ☆ | |
| 23979 | Evidencial Financial Consulting Llc CRD 298003 | Wealth Manager · Boutique (under $100M) | $16.2M | 7 | 26 | 1 | 07/01/2026 | ☆ | |
| 23980 | One Source Advisory Services, Llc CRD 150312 | Decatur, GA | Wealth Manager · Boutique (under $100M) | $16.2M | 102 | 97 | 1 | 03/19/2026 | ☆ |
| 23981 | Northwood Wealth Management, Llc CRD 330088 | Schaumburg, IL | Wealth Manager · Boutique (under $100M) | $16.2M | 20 | 33 | 2 | 02/18/2026 | ☆ |
| 23982 | 360 Wealth Consultants, Llc CRD 310154 | Roanoke, VA | Wealth Manager · Boutique (under $100M) | $16.2M | 132 | 121 | 2 | 04/01/2024 | ☆ |
| 23983 | Securities Brokerage Services, Inc CRD 119861 | Carnegie, PA | Insurance-Affiliated · Boutique (under $100M) | $16.2M | 42 | 42 | 5 | 10/20/2023 | ☆ |
| 23984 | Calibration Financial, Llc CRD 304118 | Milaca, MN | Wealth Manager · Boutique (under $100M) | $16.2M | 85 | 228 | 1 | 03/27/2026 | ☆ |
| 23985 | S & A Financial Strategies & Services, Llc CRD 140188 | Cherry Hill, NJ | Wealth Manager · Boutique (under $100M) | $16.2M | 39 | 39 | 2 | 02/26/2026 | ☆ |
| 23986 | Lts Financial Group CRD 313215 | Ft. Worth, TX | Wealth Manager · Boutique (under $100M) | $16.2M | 80 | 179 | 1 | 01/14/2026 | ☆ |
| 23987 | Covato Capital Management, Llc CRD 173956 | Wealth Manager · Boutique (under $100M) | $16.2M | 29 | 55 | 4 | 03/25/2026 | ☆ | |
| 23988 | Cincinnati Wealth Management, Inc. CRD 291688 | Cincinnati, OH | Wealth Manager · Boutique (under $100M) | $16.2M | 13 | 43 | 1 | 02/05/2026 | ☆ |
| 23989 | Van Meter Associates, Llc CRD 134191 | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $16.2M | 5 | 5 | 2 | 03/25/2024 | ☆ | |
| 23990 | Green Vista Asset Management Llc CRD 296855 | Winter Park, FL | Wealth Manager · Boutique (under $100M) | $16.2M | 59 | 75 | 7 | 03/18/2026 | ☆ |
| 23991 | Hg Capital Advisors, Llc CRD 114653 | Wealth Manager · Boutique (under $100M) | $16.2M | 180 | 191 | 3 | 03/03/2026 | ☆ | |
| 23992 | Kristine A. Boelte & Associates, Llc CRD 281839 | Clarksville, VA | Wealth Manager · Boutique (under $100M) | $16.2M | 149 | 216 | 1 | 09/09/2026 | ☆ |
| 23993 | Aaron Rivers CRD 146604 | Wealth Manager · Boutique (under $100M) | $16.2M | 70 | 70 | 1 | 04/21/2026 | ☆ | |
| 23994 | Wmc Capital Management, Llc CRD 329845 | Concord, NC | Wealth Manager · Boutique (under $100M) | $16.2M | 340 | 340 | 2 | 02/26/2026 | ☆ |
| 23995 | Zerba, John C CRD 155479 | Milton Freewater, OR | Wealth Manager · Boutique (under $100M) | $16.2M | 68 | 106 | 1 | 03/05/2024 | ☆ |
| 23996 | Coronado Financial Group L.L.C. CRD 132727 | Insurance-Affiliated · Boutique (under $100M) | $16.2M | 20 | 20 | 1 | 03/13/2026 | ☆ | |
| 23997 | J.C. Goodgal, Inc. CRD 128318 | Wealth Manager · Boutique (under $100M) | $16.2M | 24 | 24 | 3 | 03/30/2026 | ☆ | |
| 23998 | Riverwalk Capital Partners, Llc CRD 328320 | Chicago, IL | Private Fund Manager · Boutique (under $100M) | $16.2M | 1 | 1 | 6 | 04/17/2026 | ☆ |
| 23999 | Gadiraju, Raju CRD 131086 | Wealth Manager · Boutique (under $100M) | $16.2M | 25 | 37 | 1 | 03/20/2026 | ☆ | |
| 24000 | Bellaire Capital Management, Llc CRD 152438 | Wealth Manager · Boutique (under $100M) | $16.2M | 25 | 45 | 1 | 03/05/2026 | ☆ |