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 |
|---|---|---|---|---|---|---|---|---|---|
| 24701 | Legacy Springs Advisors, Llc CRD 166831 | Insurance-Affiliated · Boutique (under $100M) | $12.9M | 15 | 1 | 06/22/2026 | ☆ | ||
| 24702 | Trek Line Wealth, Llc CRD 322921 | Wealth Manager · Boutique (under $100M) | $12.9M | 41 | 85 | 1 | 08/19/2026 | ☆ | |
| 24703 | Compass Advisors Llc CRD 126400 | Wealth Manager · Boutique (under $100M) | $12.9M | 8 | 35 | 1 | 03/27/2026 | ☆ | |
| 24704 | Sewickley Financial Llc CRD 172459 | Sewickley, PA | Wealth Manager · Boutique (under $100M) | $12.9M | 15 | 40 | 1 | 03/23/2026 | ☆ |
| 24705 | D.A.C. Davis Investment Counsel, Inc. CRD 107015 | Toronto, Ontario | Wealth Manager · Boutique (under $100M) | $12.9M | 11 | 21 | 0 | 06/24/2026 | ☆ |
| 24706 | Chief Capital Management, Inc CRD 108753 | Wealth Manager · Boutique (under $100M) | $12.9M | 14 | 14 | 1 | 03/27/2026 | ☆ | |
| 24707 | Alpha Financial Nordic Llc CRD 175450 | Fountain Hills, AZ | Wealth Manager · Boutique (under $100M) | $12.9M | 19 | 19 | 1 | 01/22/2026 | ☆ |
| 24708 | Asset Planning And Protection Llc CRD 324537 | San Mateo, CA | Insurance-Affiliated · Boutique (under $100M) | $12.9M | 76 | 97 | 1 | 03/16/2026 | ☆ |
| 24709 | Gp Wealth Management, Llc CRD 163442 | Wealth Manager · Boutique (under $100M) | $12.9M | 16 | 16 | 1 | 03/31/2026 | ☆ | |
| 24710 | The Road Ahead Wealth Management Llc CRD 327403 | Wealth Manager · Boutique (under $100M) | $12.9M | 13 | 29 | 1 | 02/24/2026 | ☆ | |
| 24711 | Dst Sherpa Llc CRD 334922 | Ardmore, PA | Wealth Manager · Boutique (under $100M) | $12.9M | 30 | 30 | 2 | 09/15/2026 | ☆ |
| 24712 | Peabody River Asset Management, Llc CRD 143644 | Wealth Manager · Boutique (under $100M) | $12.9M | 10 | 20 | 1 | 06/17/2026 | ☆ | |
| 24713 | Troika Investment Advisors, Llc CRD 127086 | Wealth Manager · Boutique (under $100M) | $12.9M | 12 | 25 | 1 | 03/26/2026 | ☆ | |
| 24714 | Qubed Capital, Llc CRD 173854 | Oakland, CA | Wealth Manager · Boutique (under $100M) | $12.9M | 7 | 7 | 1 | 03/25/2026 | ☆ |
| 24715 | Advisors Wealth Management, Inc CRD 172657 | Wealth Manager · Boutique (under $100M) | $12.9M | 16 | 21 | 1 | 06/10/2026 | ☆ | |
| 24716 | Efficient Wealth Partners Llc CRD 291981 | Wealth Manager · Boutique (under $100M) | $12.9M | 17 | 29 | 1 | 03/12/2026 | ☆ | |
| 24717 | Knight Of California Llc CRD 284398 | Wealth Manager · Boutique (under $100M) | $12.9M | 14 | 21 | 1 | 05/11/2026 | ☆ | |
| 24718 | Ames Financial Services, Inc. CRD 137261 | Lakewood, CA | Insurance-Affiliated · Boutique (under $100M) | $12.9M | 95 | 95 | 1 | 03/30/2026 | ☆ |
| 24719 | Eighth Wonder Investments Llc CRD 310103 | Fargo, ND | Wealth Manager · Boutique (under $100M) | $12.8M | 108 | 244 | 1 | 08/05/2026 | ☆ |
| 24720 | Tilden Path Capital Llc CRD 321783 | Wealth Manager · Boutique (under $100M) | $12.8M | 13 | 25 | 1 | 09/29/2026 | ☆ | |
| 24721 | Jl Parrish Investments Inc. CRD 330948 | Jacksonville, FL | Wealth Manager · Boutique (under $100M) | $12.8M | 68 | 78 | 2 | 08/05/2026 | ☆ |
| 24722 | Bespoke Financial Planning, Llc CRD 286670 | Wealth Manager · Boutique (under $100M) | $12.8M | 47 | 173 | 1 | 03/31/2026 | ☆ | |
| 24723 | Enroute Wealth Management, Llc CRD 306006 | Wealth Manager · Boutique (under $100M) | $12.8M | 12 | 31 | 1 | 03/12/2026 | ☆ | |
| 24724 | Alpha Capital Wealth Advisors, Llc CRD 328727 | Wealth Manager · Boutique (under $100M) | $12.8M | 14 | 14 | 1 | 08/19/2026 | ☆ | |
| 24725 | Tigress Financial Partners Llc CRD 154717 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $12.8M | 15 | 15 | 5 | 03/25/2026 | ☆ |
| 24726 | Anchor Financial Services, Cpa, Pa CRD 147408 | Stuart, FL | Wealth Manager · Boutique (under $100M) | $12.8M | 15 | 15 | 1 | 03/25/2026 | ☆ |
| 24727 | Your Family Matters, Llp CRD 330168 | Cordova, TN | Insurance-Affiliated · Boutique (under $100M) | $12.8M | 85 | 108 | 3 | 06/05/2026 | ☆ |
| 24728 | Financial Prescriptions, Llc CRD 172388 | Wealth Manager · Boutique (under $100M) | $12.8M | 15 | 22 | 1 | 01/22/2026 | ☆ | |
| 24729 | Evergreen Ria, Llc CRD 324526 | Wealth Manager · Boutique (under $100M) | $12.8M | 16 | 26 | 1 | 03/31/2026 | ☆ | |
| 24730 | Hynes Advisory Group Llc CRD 145731 | St Louis, MO | Insurance-Affiliated · Boutique (under $100M) | $12.8M | 86 | 168 | 2 | 05/22/2024 | ☆ |
| 24731 | Teton Crest Llc CRD 330009 | Idaho Falls, ID | Insurance-Affiliated · Boutique (under $100M) | $12.8M | 158 | 262 | 1 | 11/17/2025 | ☆ |
| 24732 | Private Wealth Advisors Inc. CRD 152073 | Boise, ID | Wealth Manager · Boutique (under $100M) | $12.8M | 51 | 76 | 1 | 04/15/2026 | ☆ |
| 24733 | Ironwood Capital Management, Llc CRD 168858 | Wealth Manager · Boutique (under $100M) | $12.8M | 44 | 55 | 1 | 02/27/2026 | ☆ | |
| 24734 | Purpose Wealth Llc CRD 328934 | Wealth Manager · Boutique (under $100M) | $12.8M | 15 | 71 | 1 | 06/02/2026 | ☆ | |
| 24735 | Savings Coach, Llc CRD 142756 | Troy, MI | Wealth Manager · Boutique (under $100M) | $12.8M | 79 | 79 | 2 | 03/27/2026 | ☆ |
| 24736 | Wolff Financial Advisors, Llc CRD 135756 | Broomfield, CO | Wealth Manager · Boutique (under $100M) | $12.8M | 16 | 57 | 1 | 05/30/2026 | ☆ |
| 24737 | Gien Capital Management Llc CRD 334607 | Wealth Manager · Boutique (under $100M) | $12.8M | 13 | 27 | 2 | 03/25/2026 | ☆ | |
| 24738 | Chessie Advisors, Llc CRD 171611 | Wealth Manager · Boutique (under $100M) | $12.8M | 18 | 40 | 1 | 03/31/2026 | ☆ | |
| 24739 | Planvesting, Llc CRD 168260 | Wealth Manager · Boutique (under $100M) | $12.8M | 5 | 16 | 1 | 07/01/2026 | ☆ | |
| 24740 | Spark Asset Management Group, Llc CRD 132154 | Statesville, NC | Wealth Manager · Boutique (under $100M) | $12.8M | 37 | 52 | 2 | 02/25/2026 | ☆ |
| 24741 | Castellan Wealth Management, Inc. CRD 143334 | Wealth Manager · Boutique (under $100M) | $12.8M | 9 | 13 | 1 | 03/23/2026 | ☆ | |
| 24742 | Page Financial Services, Llc CRD 159957 | Louisville, KY | Wealth Manager · Boutique (under $100M) | $12.8M | 13 | 1 | 09/11/2026 | ☆ | |
| 24743 | Avere Wealth Management, Llc CRD 316472 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $12.8M | 26 | 47 | 1 | 03/27/2026 | ☆ |
| 24744 | Ils Financial, Llc CRD 331725 | Omaha, NE | Wealth Manager · Boutique (under $100M) | $12.8M | 24 | 69 | 1 | 06/19/2026 | ☆ |
| 24745 | Awareness Wealth Advisors, Inc. CRD 239786 | Wealth Manager · Boutique (under $100M) | $12.8M | 29 | 1 | 03/31/2026 | ☆ | ||
| 24746 | Macino Financial, Llc CRD 299160 | Holland, OH | Wealth Manager · Boutique (under $100M) | $12.7M | 83 | 239 | 2 | 02/10/2026 | ☆ |
| 24747 | Strategic Investments & Insurance, Llc CRD 293229 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $12.7M | 26 | 60 | 1 | 02/02/2026 | ☆ |
| 24748 | Wealth Innovation Llc CRD 321716 | Insurance-Affiliated · Boutique (under $100M) | $12.7M | 14 | 14 | 1 | 07/14/2026 | ☆ | |
| 24749 | Rkr Capital Group Llc CRD 300029 | Wealth Manager · Boutique (under $100M) | $12.7M | 21 | 23 | 1 | 03/06/2026 | ☆ | |
| 24750 | C.D. Allen Wealth Management, Llc CRD 131588 | Wealth Manager · Boutique (under $100M) | $12.7M | 5 | 5 | 1 | 08/27/2026 | ☆ |