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 |
|---|---|---|---|---|---|---|---|---|---|
| 24501 | Eid Capital Llc CRD 317634 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $13.3M | 16 | 39 | 1 | 04/20/2026 | ☆ |
| 24502 | Freedom Capital Management Of Virginia Llc CRD 313926 | Wealth Manager · Boutique (under $100M) | $13.3M | 9 | 29 | 1 | 04/21/2026 | ☆ | |
| 24503 | Sparx Asia Investment Advisors Limited CRD 139172 | Wanchai | Private Fund Manager · Boutique (under $100M) | $13.3M | 2 | 2 | 17 | 03/30/2026 | ☆ |
| 24504 | Janus Financial Planning, Llc CRD 322978 | Wealth Manager · Boutique (under $100M) | $13.3M | 23 | 91 | 2 | 06/25/2026 | ☆ | |
| 24505 | Nirvana Analytics, Llc CRD 148341 | Pepper Pike, OH | Wealth Manager · Boutique (under $100M) | $13.3M | 59 | 59 | 1 | 03/07/2025 | ☆ |
| 24506 | Lfs Ria, Llc CRD 153391 | Wealth Manager · Boutique (under $100M) | $13.3M | 33 | 84 | 1 | 07/27/2026 | ☆ | |
| 24507 | Peo Partners, Llc CRD 311201 | New York, NY | Mutual Fund / Asset Manager · Boutique (under $100M) | $13.3M | 1 | 1 | 8 | 05/12/2026 | ☆ |
| 24508 | Gross Investments Llc CRD 310119 | Valley City, OH | Wealth Manager · Boutique (under $100M) | $13.3M | 251 | 256 | 3 | 05/05/2026 | ☆ |
| 24509 | Fullington & Associates, Llc CRD 130764 | Wealth Manager · Boutique (under $100M) | $13.3M | 22 | 22 | 1 | 03/27/2026 | ☆ | |
| 24510 | Rockside Investments Llc CRD 310511 | Wealth Manager · Boutique (under $100M) | $13.2M | 14 | 19 | 1 | 06/25/2026 | ☆ | |
| 24511 | Rex Management Llc CRD 155529 | Wealth Manager · Boutique (under $100M) | $13.2M | 25 | 25 | 1 | 03/25/2026 | ☆ | |
| 24512 | Cor3 Investment Partners, Llc CRD 323536 | Wealth Manager · Boutique (under $100M) | $13.2M | 9 | 19 | 3 | 09/29/2025 | ☆ | |
| 24513 | Above & Beyond Investments, Llc CRD 227786 | Bloomington, IN | Insurance-Affiliated · Boutique (under $100M) | $13.2M | 168 | 168 | 1 | 05/15/2026 | ☆ |
| 24514 | Edgar Investment Management, Llc CRD 159196 | Houston, TX | Wealth Manager · Boutique (under $100M) | $13.2M | 37 | 72 | 1 | 03/18/2026 | ☆ |
| 24515 | Olivar & Greb Capital Management, Llc CRD 285905 | Wealth Manager · Boutique (under $100M) | $13.2M | 30 | 30 | 2 | 03/30/2026 | ☆ | |
| 24516 | The Cascadia Group Llc CRD 154851 | Wealth Manager · Boutique (under $100M) | $13.2M | 17 | 17 | 1 | 05/21/2026 | ☆ | |
| 24517 | Jk Pwa Llc CRD 304202 | Wealth Manager · Boutique (under $100M) | $13.2M | 50 | 83 | 1 | 02/26/2026 | ☆ | |
| 24518 | Jrb Capital Management, Llc CRD 301036 | Steamboat Springs, CO | Private Fund Manager · Boutique (under $100M) | $13.2M | 1 | 5 | 1 | 06/29/2026 | ☆ |
| 24519 | The Foundation Wealth Management, Llc CRD 292093 | Wealth Manager · Boutique (under $100M) | $13.2M | 76 | 136 | 1 | 03/30/2026 | ☆ | |
| 24520 | Capstone Wealth Advisors, Llc CRD 332360 | Andalusia, AL | Insurance-Affiliated · Boutique (under $100M) | $13.2M | 103 | 108 | 2 | 02/06/2026 | ☆ |
| 24521 | Winding Trail Financial Planning, Llc CRD 289035 | Wealth Manager · Boutique (under $100M) | $13.2M | 9 | 48 | 1 | 06/09/2026 | ☆ | |
| 24522 | Snowcap Financial Llc CRD 313353 | Wealth Manager · Boutique (under $100M) | $13.2M | 47 | 180 | 1 | 01/08/2026 | ☆ | |
| 24523 | Palo Seco, Llc CRD 333631 | Insurance-Affiliated · Boutique (under $100M) | $13.2M | 44 | 99 | 2 | 03/02/2026 | ☆ | |
| 24524 | Desmo Wealth Advisors, Llc CRD 304358 | Wealth Manager · Boutique (under $100M) | $13.2M | 14 | 14 | 1 | 02/13/2026 | ☆ | |
| 24525 | Wind & Rose, Llc CRD 144354 | Private Fund Manager · Boutique (under $100M) | $13.2M | 7 | 7 | 1 | 02/04/2026 | ☆ | |
| 24526 | Tactical Wealth Partners, Llc CRD 286416 | Wealth Manager · Boutique (under $100M) | $13.2M | 97 | 350 | 3 | 03/24/2026 | ☆ | |
| 24527 | Faust Capital Management, Llc CRD 150372 | Wealth Manager · Boutique (under $100M) | $13.2M | 13 | 13 | 1 | 02/06/2026 | ☆ | |
| 24528 | Wallace Investments CRD 300335 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $13.2M | 36 | 31 | 1 | 08/16/2024 | ☆ |
| 24529 | Bankschannel Advisors, Llc CRD 157986 | Wealth Manager · Boutique (under $100M) | $13.2M | 36 | 35 | 1 | 03/30/2026 | ☆ | |
| 24530 | Kinetix Financial Planning Llc CRD 304351 | Wealth Manager · Boutique (under $100M) | $13.2M | 45 | 45 | 1 | 03/23/2026 | ☆ | |
| 24531 | Jacumen Asset Management Corp. CRD 307809 | Wealth Manager · Boutique (under $100M) | $13.2M | 0 | 1 | 1 | 07/16/2026 | ☆ | |
| 24532 | Retire Right Planning, Llc CRD 165272 | Wealth Manager · Boutique (under $100M) | $13.2M | 31 | 82 | 2 | 01/29/2026 | ☆ | |
| 24533 | Index Portfolio Advisors, Llc CRD 171324 | Stuart, FL | Wealth Manager · Boutique (under $100M) | $13.2M | 41 | 41 | 1 | 03/06/2026 | ☆ |
| 24534 | Kisher Capital, Llc CRD 334680 | Dekalb, IL | Wealth Manager · Boutique (under $100M) | $13.1M | 51 | 139 | 3 | 07/01/2026 | ☆ |
| 24535 | Cma Financial Services, Llc CRD 283847 | Wealth Manager · Boutique (under $100M) | $13.1M | 90 | 169 | 3 | 05/12/2026 | ☆ | |
| 24536 | 7 Th St. Financial Inc CRD 289765 | Wealth Manager · Boutique (under $100M) | $13.1M | 22 | 61 | 1 | 03/29/2026 | ☆ | |
| 24537 | Equilibrium Financial Planning Llc CRD 327454 | Wealth Manager · Boutique (under $100M) | $13.1M | 13 | 13 | 2 | 01/08/2026 | ☆ | |
| 24538 | Menon, Sashi CRD 127508 | Insurance-Affiliated · Boutique (under $100M) | $13.1M | 13 | 13 | 2 | 02/11/2026 | ☆ | |
| 24539 | Rockystream Advisor, Llc CRD 173899 | Insurance-Affiliated · Boutique (under $100M) | $13.1M | 22 | 22 | 2 | 07/12/2026 | ☆ | |
| 24540 | Dynamic Capital Management, Inc. CRD 116693 | Wealth Manager · Boutique (under $100M) | $13.1M | 23 | 23 | 1 | 03/09/2026 | ☆ | |
| 24541 | Osborne Global Investments, Inc. CRD 129128 | Lee's Summit, MO | Wealth Manager · Boutique (under $100M) | $13.1M | 40 | 39 | 1 | 03/25/2026 | ☆ |
| 24542 | Alpha Asset Advisors Llc CRD 295093 | Royal Oak, MI | Wealth Manager · Boutique (under $100M) | $13.1M | 46 | 46 | 4 | 02/13/2026 | ☆ |
| 24543 | Richard A. Stebbins CRD 123694 | Wealth Manager · Boutique (under $100M) | $13.1M | 20 | 20 | 1 | 07/07/2026 | ☆ | |
| 24544 | Stevenson Advisors, Llc CRD 284943 | Aspen, CO | Wealth Manager · Boutique (under $100M) | $13.1M | 6 | 9 | 1 | 03/20/2026 | ☆ |
| 24545 | Eagle Wealth Management, Inc. CRD 305740 | Wealth Manager · Boutique (under $100M) | $13.1M | 19 | 41 | 1 | 02/02/2026 | ☆ | |
| 24546 | Hfg Capital Llc CRD 333823 | Summerville, SC | Wealth Manager · Boutique (under $100M) | $13.1M | 166 | 166 | 3 | 06/12/2026 | ☆ |
| 24547 | Foresight Strategic Partners, Llc CRD 294259 | Wealth Manager · Boutique (under $100M) | $13.1M | 28 | 28 | 2 | 04/13/2026 | ☆ | |
| 24548 | Noda Wealth Management Llc CRD 333231 | Wealth Manager · Boutique (under $100M) | $13.1M | 16 | 78 | 1 | 04/22/2026 | ☆ | |
| 24549 | Cowan Financial Services, Llc CRD 174442 | Wealth Manager · Boutique (under $100M) | $13.1M | 41 | 54 | 1 | 04/28/2026 | ☆ | |
| 24550 | Totem Wealth Management Llc CRD 327820 | Insurance-Affiliated · Boutique (under $100M) | $13.1M | 105 | 320 | 3 | 06/29/2026 | ☆ |