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 |
|---|---|---|---|---|---|---|---|---|---|
| 24851 | Global Portfolio Services Llc CRD 287693 | Wealth Manager · Boutique (under $100M) | $12.3M | 19 | 48 | 1 | 08/19/2024 | ☆ | |
| 24852 | Kb Wealth Management, Llc CRD 304447 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $12.3M | 9 | 29 | 1 | 03/15/2026 | ☆ |
| 24853 | Tripacific Capital Advisors, Llc CRD 142121 | Irvine, CA | Investment Adviser · Boutique (under $100M) | $12.3M | 1 | 1 | 10 | 03/28/2024 | ☆ |
| 24854 | White Tree Wealth, Llc CRD 338370 | Wealth Manager · Boutique (under $100M) | $12.3M | 11 | 11 | 1 | 09/28/2026 | ☆ | |
| 24855 | Cannon Wealth Group Llc CRD 173633 | Wealth Manager · Boutique (under $100M) | $12.3M | 27 | 64 | 1 | 04/06/2026 | ☆ | |
| 24856 | Batley, Kent Michael CRD 155458 | Wealth Manager · Boutique (under $100M) | $12.3M | 31 | 57 | 2 | 03/31/2026 | ☆ | |
| 24857 | Elevate Wealth Management, L.L.C. CRD 287511 | Wealth Manager · Boutique (under $100M) | $12.3M | 13 | 96 | 1 | 05/06/2026 | ☆ | |
| 24858 | Inti Llc CRD 322461 | Wealth Manager · Boutique (under $100M) | $12.3M | 10 | 10 | 3 | 03/12/2026 | ☆ | |
| 24859 | Weiss Financial Advisors, Llc CRD 173233 | Wealth Manager · Boutique (under $100M) | $12.3M | 11 | 11 | 1 | 02/26/2026 | ☆ | |
| 24860 | Poder Wealth Advisors Llc CRD 332301 | Bethesda, MD | Wealth Manager · Boutique (under $100M) | $12.3M | 34 | 101 | 2 | 09/28/2026 | ☆ |
| 24861 | Hn Buss Investing, Corporation CRD 333557 | Wealth Manager · Boutique (under $100M) | $12.2M | 59 | 85 | 1 | 02/02/2026 | ☆ | |
| 24862 | Ulivi, Ricardo Martin CRD 133666 | Orange, CA | Wealth Manager · Boutique (under $100M) | $12.2M | 17 | 28 | 1 | 02/12/2026 | ☆ |
| 24863 | Thomas Investment Advisors Llc CRD 334544 | Orange, CA | Wealth Manager · Boutique (under $100M) | $12.2M | 6 | 28 | 2 | 08/04/2026 | ☆ |
| 24864 | Mev Value Llc CRD 281507 | Wealth Manager · Boutique (under $100M) | $12.2M | 16 | 29 | 1 | 05/01/2026 | ☆ | |
| 24865 | Fountain Financial & Tax CRD 339090 | Harrison, AR | Insurance-Affiliated · Boutique (under $100M) | $12.2M | 91 | 92 | 1 | 03/20/2026 | ☆ |
| 24866 | Jwk Financial Llc CRD 318355 | Wealth Manager · Boutique (under $100M) | $12.2M | 17 | 42 | 1 | 02/04/2026 | ☆ | |
| 24867 | Fundamental Investment Services, Llc CRD 330232 | Multi-Family Office · Boutique (under $100M) | $12.2M | 1 | 1 | 2 | 08/31/2026 | ☆ | |
| 24868 | Purpose Financial Planning Llc CRD 288823 | Insurance-Affiliated · Boutique (under $100M) | $12.2M | 79 | 79 | 1 | 03/31/2026 | ☆ | |
| 24869 | Golden, Kenneth Harold CRD 136795 | Wealth Manager · Boutique (under $100M) | $12.2M | 2 | 2 | 1 | 03/30/2026 | ☆ | |
| 24870 | Polaris Asset Management, Llc CRD 322084 | Sugar Hill, GA | Institutional / Pension Advisor · Boutique (under $100M) | $12.2M | 39 | 69 | 1 | 01/26/2026 | ☆ |
| 24871 | Oakes Financial Services, Inc. CRD 159355 | Wealth Manager · Boutique (under $100M) | $12.2M | 26 | 26 | 1 | 08/01/2023 | ☆ | |
| 24872 | Kirk, James, Michael CRD 311584 | Insurance-Affiliated · Boutique (under $100M) | $12.2M | 39 | 89 | 1 | 03/30/2026 | ☆ | |
| 24873 | Mabry Wealth Management, Llc CRD 300368 | Fort Wayne, IN | Wealth Manager · Boutique (under $100M) | $12.2M | 50 | 217 | 1 | 02/26/2026 | ☆ |
| 24874 | Safe Bay Retirement Advisors Llc CRD 156758 | Wealth Manager · Boutique (under $100M) | $12.2M | 29 | 60 | 1 | 03/26/2026 | ☆ | |
| 24875 | Yegen Financial Group, Ltd CRD 121580 | Insurance-Affiliated · Boutique (under $100M) | $12.2M | 1 | 1 | 03/31/2026 | ☆ | ||
| 24876 | Ridgepoint Wealth Advisors Llc CRD 325054 | Wealth Manager · Boutique (under $100M) | $12.2M | 15 | 57 | 1 | 02/09/2026 | ☆ | |
| 24877 | Schear Capital, Inc. CRD 283168 | Cincinnati, OH | Private Fund Manager · Boutique (under $100M) | $12.2M | 1 | 1 | 2 | 10/09/2026 | ☆ |
| 24878 | Christopher Ian Diodato CRD 310300 | Wealth Manager · Boutique (under $100M) | $12.2M | 39 | 96 | 1 | 07/16/2026 | ☆ | |
| 24879 | Rhodo Wealth Management Llc CRD 331240 | Geneva, IL | Wealth Manager · Boutique (under $100M) | $12.2M | 30 | 91 | 1 | 03/09/2026 | ☆ |
| 24880 | Resch Financial Group Llc CRD 328873 | Wealth Manager · Boutique (under $100M) | $12.2M | 25 | 28 | 1 | 02/23/2026 | ☆ | |
| 24881 | Gold Coast Advisors, Llc CRD 124217 | Port Washington, NY | Insurance-Affiliated · Boutique (under $100M) | $12.2M | 10 | 10 | 2 | 03/30/2026 | ☆ |
| 24882 | Lend Academy Investments, Llc CRD 169878 | Wealth Manager · Boutique (under $100M) | $12.2M | 611 | 611 | 2 | 03/05/2026 | ☆ | |
| 24883 | Kaitz Investments Incorporated CRD 157459 | Investment Adviser · Boutique (under $100M) | $12.2M | 5 | 13 | 1 | 01/27/2026 | ☆ | |
| 24884 | Brian Harris Inc. CRD 169810 | Wealth Manager · Boutique (under $100M) | $12.2M | 5 | 13 | 1 | 05/18/2026 | ☆ | |
| 24885 | Covenant Financial Advisors, Llc CRD 328840 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $12.2M | 46 | 82 | 1 | 03/20/2026 | ☆ |
| 24886 | Archstone Wealth Advisors, Llc CRD 299238 | Chandler, AZ | Wealth Manager · Boutique (under $100M) | $12.1M | 22 | 56 | 1 | 02/25/2026 | ☆ |
| 24887 | Lbt Wealth Management, Llc CRD 155340 | Wealth Manager · Boutique (under $100M) | $12.1M | 33 | 108 | 1 | 03/11/2026 | ☆ | |
| 24888 | Watchtower Wealth, Llc CRD 327024 | Northbrook, IL | Wealth Manager · Boutique (under $100M) | $12.1M | 31 | 50 | 1 | 03/04/2026 | ☆ |
| 24889 | Red Granite Wealth Management, Llc CRD 330066 | Manitowoc, WI | Wealth Manager · Boutique (under $100M) | $12.1M | 46 | 90 | 1 | 03/24/2026 | ☆ |
| 24890 | Middle Coast Investing Llc CRD 328569 | Wealth Manager · Boutique (under $100M) | $12.1M | 9 | 9 | 2 | 03/31/2026 | ☆ | |
| 24891 | Atlas Lifestyle Planning Group Llc CRD 305278 | Colorado Springs, CO | Wealth Manager · Boutique (under $100M) | $12.1M | 67 | 71 | 1 | 09/15/2026 | ☆ |
| 24892 | Asset Solutions Advisory Services, Inc CRD 120017 | Wealth Manager · Boutique (under $100M) | $12.1M | 58 | 58 | 1 | 03/05/2026 | ☆ | |
| 24893 | Fleur De Lis Financial, Llc CRD 325685 | Wealth Manager · Boutique (under $100M) | $12.1M | 7 | 33 | 2 | 01/06/2026 | ☆ | |
| 24894 | Emory Wealth Llc CRD 333375 | Insurance-Affiliated · Boutique (under $100M) | $12.1M | 48 | 105 | 1 | 08/31/2026 | ☆ | |
| 24895 | Bespoke Tfc Capital, Llc CRD 322754 | Wealth Manager · Boutique (under $100M) | $12.1M | 6 | 1 | 03/12/2026 | ☆ | ||
| 24896 | Sabina Asset Management Llc CRD 314318 | Wealth Manager · Boutique (under $100M) | $12.1M | 15 | 15 | 1 | 02/10/2026 | ☆ | |
| 24897 | Ruby Pebble Financial Planning Llc CRD 322267 | Wealth Manager · Boutique (under $100M) | $12.1M | 19 | 101 | 1 | 08/16/2026 | ☆ | |
| 24898 | Csi Wealth Management CRD 328963 | Arcadia, CA | Wealth Manager · Boutique (under $100M) | $12.1M | 51 | 74 | 3 | 06/01/2026 | ☆ |
| 24899 | Jeweler And Associates Llc CRD 309676 | Wealth Manager · Boutique (under $100M) | $12.1M | 15 | 99 | 1 | 08/26/2026 | ☆ | |
| 24900 | 6|21 Private Wealth, Llc CRD 335433 | Wealth Manager · Boutique (under $100M) | $12.1M | 14 | 62 | 1 | 03/30/2026 | ☆ |