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 |
|---|---|---|---|---|---|---|---|---|---|
| 24501 | Overture Wealth Management Llc CRD 333613 | Wealth Manager · Boutique (under $100M) | $13.9M | 13 | 75 | 1 | 09/23/2026 | ☆ | |
| 24502 | Clearmind Capital Llc CRD 334362 | Wealth Manager · Boutique (under $100M) | $13.9M | 25 | 64 | 4 | 08/05/2026 | ☆ | |
| 24503 | Vann, Thomas, Deane CRD 112458 | Texas Creek, CO | Wealth Manager · Boutique (under $100M) | $13.9M | 48 | 48 | 1 | 07/23/2026 | ☆ |
| 24504 | Patrick Michael Keedy CRD 132269 | Geneva, IL | Insurance-Affiliated · Boutique (under $100M) | $13.9M | 50 | 50 | 1 | 03/30/2026 | ☆ |
| 24505 | Mills Barrington Advisors, Llc. CRD 169025 | Chesterfield, MO | Wealth Manager · Boutique (under $100M) | $13.9M | 30 | 49 | 1 | 03/12/2026 | ☆ |
| 24506 | Marian Financial Services, Inc. CRD 141456 | Wealth Manager · Boutique (under $100M) | $13.9M | 33 | 73 | 1 | 03/19/2026 | ☆ | |
| 24507 | Truthpoint Financial, Llc CRD 312175 | Colorado Springs, CO | Institutional / Pension Advisor · Boutique (under $100M) | $13.9M | 14 | 14 | 1 | 02/09/2026 | ☆ |
| 24508 | Mash Financial Planning Pllc CRD 300937 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $13.9M | 46 | 147 | 3 | 06/30/2026 | ☆ |
| 24509 | Cross Consulting And Services, Llc CRD 141693 | Wealth Manager · Boutique (under $100M) | $13.9M | 17 | 25 | 1 | 02/26/2026 | ☆ | |
| 24510 | 1 800 401 K Plan.Com, Llc CRD 134180 | Wealth Manager · Boutique (under $100M) | $13.9M | 15 | 30 | 1 | 04/21/2025 | ☆ | |
| 24511 | Springdale Advisors Llc CRD 287818 | Wealth Manager · Boutique (under $100M) | $13.9M | 12 | 26 | 1 | 03/02/2026 | ☆ | |
| 24512 | Og Advisory Group, Llc CRD 326855 | Roanoke, VA | Wealth Manager · Boutique (under $100M) | $13.9M | 72 | 119 | 1 | 02/17/2026 | ☆ |
| 24513 | Saunix Investment Management, Llc CRD 306839 | Wealth Manager · Boutique (under $100M) | $13.9M | 9 | 20 | 1 | 02/11/2026 | ☆ | |
| 24514 | Santa Fe' Wealth Management, Inc. CRD 140810 | San Diego, CA | Insurance-Affiliated · Boutique (under $100M) | $13.9M | 7 | 7 | 1 | 06/02/2026 | ☆ |
| 24515 | Pivotal Financial Services, Inc. CRD 143846 | Insurance-Affiliated · Boutique (under $100M) | $13.8M | 11 | 11 | 1 | 02/09/2026 | ☆ | |
| 24516 | Eldridge Street Asset Management, Llc CRD 175355 | Wealth Manager · Boutique (under $100M) | $13.8M | 12 | 33 | 1 | 03/16/2026 | ☆ | |
| 24517 | Silver Accounting Service CRD 330484 | Wealth Manager · Boutique (under $100M) | $13.8M | 54 | 54 | 3 | 03/10/2026 | ☆ | |
| 24518 | Seek & Find Financial, Llc CRD 335231 | Chesterton, IN | Wealth Manager · Boutique (under $100M) | $13.8M | 49 | 46 | 3 | 09/02/2026 | ☆ |
| 24519 | Sylo Planning CRD 330193 | Wealth Manager · Boutique (under $100M) | $13.8M | 13 | 38 | 1 | 03/17/2026 | ☆ | |
| 24520 | Baskets Capital Llc CRD 315226 | Wealth Manager · Boutique (under $100M) | $13.8M | 48 | 55 | 1 | 09/09/2026 | ☆ | |
| 24521 | Ccf Advisors Llc CRD 141018 | Rocky River, OH | Wealth Manager · Boutique (under $100M) | $13.8M | 54 | 54 | 2 | 03/10/2026 | ☆ |
| 24522 | Abound Wealth Strategies, Llc CRD 305362 | Indianapolis, IN | Insurance-Affiliated · Boutique (under $100M) | $13.8M | 68 | 68 | 1 | 04/03/2026 | ☆ |
| 24523 | Lionheart Financial Planning, Inc. CRD 134170 | Wealth Manager · Boutique (under $100M) | $13.8M | 26 | 61 | 1 | 03/11/2026 | ☆ | |
| 24524 | Bruin Capital Allocation, Llc CRD 169035 | Cincinnati, OH | Private Fund Manager · Boutique (under $100M) | $13.8M | 1 | 1 | 2 | 02/12/2026 | ☆ |
| 24525 | Laughlin Financial Advisors CRD 301979 | Wealth Manager · Boutique (under $100M) | $13.8M | 7 | 7 | 1 | 06/03/2019 | ☆ | |
| 24526 | Jmjrg, Inc CRD 309992 | Corpus Christi, TX | Insurance-Affiliated · Boutique (under $100M) | $13.8M | 61 | 90 | 2 | 04/07/2026 | ☆ |
| 24527 | Erica Hall Wealth Advisors, Llc CRD 152984 | Southfield, MI | Insurance-Affiliated · Boutique (under $100M) | $13.8M | 95 | 123 | 4 | 05/29/2026 | ☆ |
| 24528 | Elements 5 Investment Management, Llc CRD 167731 | Wealth Manager · Boutique (under $100M) | $13.8M | 22 | 69 | 1 | 03/28/2026 | ☆ | |
| 24529 | Determined Advisors Llc CRD 319089 | Wealth Manager · Boutique (under $100M) | $13.8M | 21 | 21 | 1 | 01/12/2026 | ☆ | |
| 24530 | Landphair Wealth Management Llc CRD 283366 | Wealth Manager · Boutique (under $100M) | $13.8M | 24 | 49 | 1 | 04/06/2026 | ☆ | |
| 24531 | Alder Cove Capital, Llc CRD 170147 | Wealth Manager · Boutique (under $100M) | $13.7M | 30 | 80 | 1 | 04/17/2026 | ☆ | |
| 24532 | Polaris Wealth Management, Llc CRD 305777 | Flossmoor, IL | Insurance-Affiliated · Boutique (under $100M) | $13.7M | 163 | 156 | 5 | 05/29/2026 | ☆ |
| 24533 | Optimal Wealth Advisors, Llc CRD 149602 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $13.7M | 54 | 83 | 1 | 01/14/2026 | ☆ |
| 24534 | Garza Financial Planning, Llc CRD 321126 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $13.7M | 40 | 164 | 1 | 04/23/2026 | ☆ |
| 24535 | Webber Ellen Jean CRD 148382 | Wealth Manager · Boutique (under $100M) | $13.7M | 23 | 23 | 2 | 03/18/2026 | ☆ | |
| 24536 | Premier Wealth Advisory Services,Inc. CRD 122078 | Chesterfield, MO | Insurance-Affiliated · Boutique (under $100M) | $13.7M | 59 | 59 | 1 | 02/10/2026 | ☆ |
| 24537 | Innovative Investment Fiduciaries, Llc CRD 159814 | Moorestown, NJ | Institutional / Pension Advisor · Boutique (under $100M) | $13.7M | 4 | 3 | 03/25/2026 | ☆ | |
| 24538 | Coast Capital Management, Llc CRD 115767 | Wealth Manager · Boutique (under $100M) | $13.7M | 54 | 54 | 3 | 03/20/2026 | ☆ | |
| 24539 | Bigham Wealth Advisory Llc CRD 310958 | Chattanooga, TN | Wealth Manager · Boutique (under $100M) | $13.7M | 96 | 141 | 1 | 09/15/2026 | ☆ |
| 24540 | Central States Capital Markets, Llc CRD 155291 | Prairie Village, KS | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $13.7M | 7 | 7 | 4 | 02/19/2026 | ☆ |
| 24541 | Legacy Builders Financial, Llc CRD 289988 | Wealth Manager · Boutique (under $100M) | $13.7M | 27 | 73 | 1 | 03/16/2026 | ☆ | |
| 24542 | Larry Neil Behage CRD 155519 | Campbell, CA | Wealth Manager · Boutique (under $100M) | $13.7M | 14 | 36 | 1 | 03/02/2026 | ☆ |
| 24543 | Jw Financial Advisors, Llc CRD 143275 | Wealth Manager · Boutique (under $100M) | $13.7M | 24 | 48 | 1 | 01/26/2026 | ☆ | |
| 24544 | Rightwise Wealth, Inc. CRD 324252 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $13.7M | 37 | 78 | 4 | 10/05/2026 | ☆ |
| 24545 | Cresfund Advisors, Llc CRD 337933 | Dunwoody, GA | Wealth Manager · Boutique (under $100M) | $13.7M | 8 | 12 | 1 | 08/11/2026 | ☆ |
| 24546 | Chevron Financial Llc CRD 321794 | Insurance-Affiliated · Boutique (under $100M) | $13.7M | 24 | 66 | 1 | 03/25/2026 | ☆ | |
| 24547 | Victory Financial Services Llc CRD 291184 | Medina, OH | Wealth Manager · Boutique (under $100M) | $13.7M | 25 | 78 | 1 | 02/10/2026 | ☆ |
| 24548 | Evan Capital Llc CRD 282114 | Houston, TX | Wealth Manager · Boutique (under $100M) | $13.7M | 25 | 50 | 2 | 02/23/2026 | ☆ |
| 24549 | Lindus Advisors, Inc. CRD 114782 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $13.7M | 28 | 72 | 3 | 03/31/2026 | ☆ |
| 24550 | Fischer Advisors Llc CRD 333508 | Wealth Manager · Boutique (under $100M) | $13.6M | 17 | 33 | 1 | 03/13/2026 | ☆ |