Investment advisers
45,247 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 |
|---|---|---|---|---|---|---|---|---|---|
| 24151 | Cc Investment Advisors, Inc. CRD 117895 | Oklahoma City, OK | Endowment & Foundation Advisor · Boutique (under $100M) | $15.4M | 16 | 16 | 2 | 03/25/2026 | ☆ |
| 24152 | Conscientious Wealth Planning And Investment Management, Llc CRD 288024 | Alpharetta, GA | Insurance-Affiliated · Boutique (under $100M) | $15.4M | 54 | 92 | 1 | 10/28/2025 | ☆ |
| 24153 | Ads Wealth Management Llc CRD 305021 | Hoover, AL | Wealth Manager · Boutique (under $100M) | $15.4M | 55 | 56 | 1 | 08/24/2026 | ☆ |
| 24154 | Gladstone Financial Llc CRD 167060 | Wealth Manager · Boutique (under $100M) | $15.4M | 20 | 56 | 1 | 03/16/2026 | ☆ | |
| 24155 | Iron Link Capital Llc CRD 320936 | Insurance-Affiliated · Boutique (under $100M) | $15.4M | 32 | 92 | 1 | 02/03/2026 | ☆ | |
| 24156 | The Jaffee Financial Group, Inc. CRD 142163 | Cooper City, FL | Wealth Manager · Boutique (under $100M) | $15.4M | 36 | 74 | 1 | 03/18/2026 | ☆ |
| 24157 | Spp Credit Advisors Llc CRD 314442 | Investment Adviser · Boutique (under $100M) | $15.4M | 4 | 7 | 08/28/2026 | ☆ | ||
| 24158 | Battle Green Advisors Llc CRD 310889 | Wealth Manager · Boutique (under $100M) | $15.4M | 21 | 31 | 2 | 03/31/2026 | ☆ | |
| 24159 | Kilzer, Barry Milo CRD 134100 | Carmel, CA | Wealth Manager · Boutique (under $100M) | $15.4M | 17 | 54 | 1 | 02/03/2026 | ☆ |
| 24160 | Leamnson Capital Advisory, Llc CRD 157113 | Wealth Manager · Boutique (under $100M) | $15.4M | 12 | 23 | 1 | 07/02/2026 | ☆ | |
| 24161 | Money Poole...Solutions For Life, Llc CRD 154987 | Wealth Manager · Boutique (under $100M) | $15.4M | 54 | 101 | 1 | 03/30/2026 | ☆ | |
| 24162 | Upfront Financial Planning, Llc CRD 328638 | Spokane, WA | Wealth Manager · Boutique (under $100M) | $15.4M | 40 | 145 | 1 | 01/22/2026 | ☆ |
| 24163 | Kickpoint Financial, Llc CRD 300423 | Memphis, TN | Investment Adviser · Boutique (under $100M) | $15.4M | 10 | 24 | 2 | 09/16/2026 | ☆ |
| 24164 | Jrs Investments And Wealth Preservation, Llc CRD 146933 | Wealth Manager · Boutique (under $100M) | $15.4M | 91 | 177 | 5 | 03/30/2026 | ☆ | |
| 24165 | Open Door Financial Advisors Llc CRD 314379 | Wealth Manager · Boutique (under $100M) | $15.4M | 29 | 73 | 1 | 03/13/2026 | ☆ | |
| 24166 | Camelback Capital Management, Llc CRD 169524 | Wealth Manager · Boutique (under $100M) | $15.4M | 34 | 47 | 1 | 03/11/2026 | ☆ | |
| 24167 | Bullogic Wealth Management Llc CRD 298318 | Insurance-Affiliated · Boutique (under $100M) | $15.4M | 79 | 79 | 2 | 04/24/2026 | ☆ | |
| 24168 | Bollinger Wealth Management Llc CRD 292344 | Wealth Manager · Boutique (under $100M) | $15.4M | 16 | 53 | 1 | 03/29/2026 | ☆ | |
| 24169 | Adrionic Technologies, Llc CRD 312903 | Wealth Manager · Boutique (under $100M) | $15.4M | 16 | 30 | 1 | 02/12/2026 | ☆ | |
| 24170 | Probert Investment Advisers, Llc CRD 174315 | Wealth Manager · Boutique (under $100M) | $15.3M | 2 | 4 | 1 | 03/15/2026 | ☆ | |
| 24171 | Strategic Wealth Solutions, Llc CRD 327745 | Urbandale, IA | Insurance-Affiliated · Boutique (under $100M) | $15.3M | 84 | 166 | 3 | 03/13/2026 | ☆ |
| 24172 | Dj Financial CRD 168015 | Roseburg, OR | Wealth Manager · Boutique (under $100M) | $15.3M | 18 | 61 | 1 | 03/30/2026 | ☆ |
| 24173 | Present Value, Llc CRD 327776 | Wealth Manager · Boutique (under $100M) | $15.3M | 21 | 21 | 1 | 09/27/2026 | ☆ | |
| 24174 | Oakwater Financial Advisors Llc CRD 325181 | Ruston, LA | Wealth Manager · Boutique (under $100M) | $15.3M | 73 | 105 | 1 | 03/30/2026 | ☆ |
| 24175 | Fairbridge Capital Management, Llc CRD 304090 | Cedar Knolls, NJ | Insurance-Affiliated · Boutique (under $100M) | $15.3M | 55 | 55 | 1 | 03/17/2026 | ☆ |
| 24176 | Andrew James Baker CRD 112981 | Wealth Manager · Boutique (under $100M) | $15.3M | 54 | 54 | 1 | 03/26/2026 | ☆ | |
| 24177 | Daedalus Capital Group, Inc. CRD 114366 | Houston, TX | Wealth Manager · Boutique (under $100M) | $15.3M | 31 | 31 | 1 | 03/13/2026 | ☆ |
| 24178 | Salehi Wealth Management, Llc CRD 332392 | Wealth Manager · Boutique (under $100M) | $15.3M | 51 | 51 | 1 | 09/14/2026 | ☆ | |
| 24179 | Garth & Brown Investment Management, Llc CRD 151128 | Chattanooga, TN | Institutional / Pension Advisor · Boutique (under $100M) | $15.3M | 0 | 4 | 2 | 07/24/2026 | ☆ |
| 24180 | Tailored Financial Planning, Llc CRD 327852 | Wealth Manager · Boutique (under $100M) | $15.3M | 22 | 88 | 1 | 03/09/2026 | ☆ | |
| 24181 | Arthur, John Eric CRD 155510 | Hurricane, WV | Wealth Manager · Boutique (under $100M) | $15.3M | 67 | 67 | 1 | 01/06/2026 | ☆ |
| 24182 | Cm Capital Partners CRD 291720 | Millstone Township, NJ | Wealth Manager · Boutique (under $100M) | $15.3M | 59 | 74 | 3 | 07/30/2026 | ☆ |
| 24183 | Financial Peak Llc CRD 318061 | Insurance-Affiliated · Boutique (under $100M) | $15.3M | 47 | 70 | 1 | 02/24/2026 | ☆ | |
| 24184 | Savevest, Llc CRD 175365 | Wealth Manager · Boutique (under $100M) | $15.3M | 11 | 34 | 1 | 03/23/2026 | ☆ | |
| 24185 | City Capital Management L.L.C. CRD 114580 | Wealth Manager · Boutique (under $100M) | $15.3M | 149 | 149 | 1 | 03/04/2026 | ☆ | |
| 24186 | Clbi Investments Inc CRD 105703 | Walnut Creek, CA | Endowment & Foundation Advisor · Boutique (under $100M) | $15.3M | 5 | 8 | 1 | 03/26/2026 | ☆ |
| 24187 | Peacher, Inc. CRD 295662 | Laguna Beach, CA | Wealth Manager · Boutique (under $100M) | $15.3M | 23 | 23 | 1 | 03/25/2026 | ☆ |
| 24188 | Caterer Goodman Partners Ltd CRD 314975 | Wealth Manager · Boutique (under $100M) | $15.3M | 68 | 88 | 2 | 03/25/2026 | ☆ | |
| 24189 | Brecken Capital Advisors, Llc CRD 300728 | Wealth Manager · Boutique (under $100M) | $15.3M | 28 | 49 | 1 | 01/16/2026 | ☆ | |
| 24190 | Integrity Advisors Llc CRD 169637 | Burlington, MA | Wealth Manager · Boutique (under $100M) | $15.3M | 31 | 31 | 1 | 09/17/2026 | ☆ |
| 24191 | Stono River Wealth Management Llc CRD 335804 | Wealth Manager · Boutique (under $100M) | $15.3M | 20 | 43 | 1 | 03/26/2026 | ☆ | |
| 24192 | Nigido Mullin Investment Strategies, Llc CRD 133384 | Skillman, NJ | Wealth Manager · Boutique (under $100M) | $15.3M | 24 | 24 | 2 | 03/31/2026 | ☆ |
| 24193 | Thousand Wealth Management Llc CRD 298906 | Chesterfield, MO | Wealth Manager · Boutique (under $100M) | $15.3M | 15 | 72 | 2 | 03/24/2026 | ☆ |
| 24194 | Antonio Steven Andrade CRD 136312 | Ukiah, CA | Wealth Manager · Boutique (under $100M) | $15.3M | 16 | 16 | 1 | 03/26/2026 | ☆ |
| 24195 | Tarragon Capital, Llc CRD 161152 | Chattanooga, TN | Wealth Manager · Boutique (under $100M) | $15.3M | 43 | 46 | 1 | 03/27/2026 | ☆ |
| 24196 | Sustainable Financial Planning Llc CRD 309576 | Wealth Manager · Boutique (under $100M) | $15.2M | 17 | 42 | 1 | 01/28/2026 | ☆ | |
| 24197 | Choice Wealth Management, Llc CRD 166471 | Johns Creek, GA | Insurance-Affiliated · Boutique (under $100M) | $15.2M | 85 | 126 | 2 | 06/22/2026 | ☆ |
| 24198 | Longvue Capital Management Llc CRD 123629 | Wealth Manager · Boutique (under $100M) | $15.2M | 15 | 22 | 1 | 01/12/2026 | ☆ | |
| 24199 | Vitality Wealth Planning Llc CRD 332303 | Wealth Manager · Boutique (under $100M) | $15.2M | 5 | 42 | 1 | 02/18/2026 | ☆ | |
| 24200 | Jkg Capital Llc CRD 284609 | Westport, CT | Wealth Manager · Boutique (under $100M) | $15.2M | 14 | 28 | 1 | 05/21/2026 | ☆ |