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 |
|---|---|---|---|---|---|---|---|---|---|
| 24951 | Clovelly Management Advisors Llc CRD 323690 | Wayne, PA | Wealth Manager · Boutique (under $100M) | $12.0M | 7 | 26 | 1 | 03/22/2026 | ☆ |
| 24952 | Unrivaled Wealth Management CRD 325112 | Wealth Manager · Boutique (under $100M) | $11.9M | 11 | 35 | 1 | 01/20/2026 | ☆ | |
| 24953 | Petrarch Llc CRD 319001 | Wealth Manager · Boutique (under $100M) | $11.9M | 40 | 111 | 1 | 03/31/2026 | ☆ | |
| 24954 | Chimborazo Investment Research Llc CRD 327113 | Wealth Manager · Boutique (under $100M) | $11.9M | 11 | 29 | 1 | 03/17/2026 | ☆ | |
| 24955 | Better Things Financial Partners Llc CRD 172601 | Insurance-Affiliated · Boutique (under $100M) | $11.9M | 74 | 122 | 1 | 03/16/2026 | ☆ | |
| 24956 | Gustafsson Wealth Management, Inc. CRD 138109 | Wealth Manager · Boutique (under $100M) | $11.9M | 28 | 59 | 1 | 03/30/2026 | ☆ | |
| 24957 | Twinleaf Financial Advisors, Llc CRD 323737 | Wealth Manager · Boutique (under $100M) | $11.9M | 82 | 223 | 3 | 07/27/2026 | ☆ | |
| 24958 | Zh Wealth Management, Llc CRD 152819 | Wealth Manager · Boutique (under $100M) | $11.9M | 17 | 62 | 1 | 03/31/2026 | ☆ | |
| 24959 | Wealth Resource Investment Advisors Llc CRD 300752 | Mesa, AZ | Endowment & Foundation Advisor · Boutique (under $100M) | $11.9M | 23 | 23 | 1 | 03/19/2026 | ☆ |
| 24960 | Szafran Capital Management, Llc CRD 146157 | Wealth Manager · Boutique (under $100M) | $11.9M | 16 | 54 | 1 | 01/13/2021 | ☆ | |
| 24961 | Animus Wealth Management, Llc. CRD 309189 | Mcallen, TX | Wealth Manager · Boutique (under $100M) | $11.9M | 33 | 33 | 2 | 09/23/2026 | ☆ |
| 24962 | Dauntless Advisory, Llc CRD 334412 | Wealth Manager · Boutique (under $100M) | $11.9M | 7 | 7 | 7 | 07/13/2026 | ☆ | |
| 24963 | Value Trend Capital Management Lp CRD 108716 | El Cajon, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $11.9M | 1 | 1 | 1 | 03/19/2026 | ☆ |
| 24964 | Pelican Wealth Management, Llc CRD 289549 | Monroe, LA | Wealth Manager · Boutique (under $100M) | $11.9M | 49 | 90 | 1 | 03/12/2026 | ☆ |
| 24965 | Lifelong Wealth Strategies, Llc CRD 125504 | Insurance-Affiliated · Boutique (under $100M) | $11.9M | 43 | 43 | 0 | 03/29/2026 | ☆ | |
| 24966 | Jewell Wealth Management Inc. CRD 304259 | Wealth Manager · Boutique (under $100M) | $11.9M | 38 | 54 | 1 | 03/27/2026 | ☆ | |
| 24967 | Carlisle Financial Group, Llc CRD 157415 | Wealth Manager · Boutique (under $100M) | $11.9M | 8 | 24 | 1 | 04/13/2026 | ☆ | |
| 24968 | Barrington Capital Management, Inc. CRD 115603 | Bloomington, MN | Insurance-Affiliated · Boutique (under $100M) | $11.9M | 50 | 76 | 2 | 07/06/2026 | ☆ |
| 24969 | Freedom Financial Management, Inc CRD 315316 | Saint Cloud, FL | Wealth Manager · Boutique (under $100M) | $11.9M | 25 | 83 | 2 | 03/29/2026 | ☆ |
| 24970 | Bird Dog Trading Corporation CRD 152817 | Wealth Manager · Boutique (under $100M) | $11.9M | 5 | 5 | 1 | 01/13/2026 | ☆ | |
| 24971 | South Pointe Advisors Llc CRD 317019 | Insurance-Affiliated · Boutique (under $100M) | $11.8M | 0 | 24 | 1 | 05/04/2026 | ☆ | |
| 24972 | Ingen Strategies, Llc CRD 314588 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $11.8M | 61 | 104 | 2 | 03/27/2026 | ☆ |
| 24973 | Joel Busboom Financial, Llc CRD 314481 | Wealth Manager · Boutique (under $100M) | $11.8M | 12 | 48 | 1 | 02/17/2026 | ☆ | |
| 24974 | First Principles Investment Management Llc CRD 322280 | Wealth Manager · Boutique (under $100M) | $11.8M | 31 | 35 | 1 | 06/12/2026 | ☆ | |
| 24975 | The Financial Planning Company Llc CRD 284440 | Wealth Manager · Boutique (under $100M) | $11.8M | 31 | 31 | 1 | 02/20/2026 | ☆ | |
| 24976 | Timm Financial Services Inc. CRD 331581 | Poughkeepsie, NY | Wealth Manager · Boutique (under $100M) | $11.8M | 33 | 53 | 2 | 03/26/2026 | ☆ |
| 24977 | Manna Wealth Strategies, Llc CRD 311887 | Wealth Manager · Boutique (under $100M) | $11.8M | 50 | 98 | 1 | 01/07/2026 | ☆ | |
| 24978 | Whitestone Capital Management Llc CRD 315646 | New Albany, IN | Wealth Manager · Boutique (under $100M) | $11.8M | 173 | 173 | 1 | 03/30/2026 | ☆ |
| 24979 | True Financial, Llc CRD 333363 | Houma, LA | Wealth Manager · Boutique (under $100M) | $11.8M | 21 | 77 | 1 | 02/26/2026 | ☆ |
| 24980 | Gro Capital, Llc CRD 131554 | Lambertville, NJ | Investment Adviser · Boutique (under $100M) | $11.8M | 26 | 2 | 03/31/2015 | ☆ | |
| 24981 | Swan Capital Group, Llc CRD 310807 | Wealth Manager · Boutique (under $100M) | $11.8M | 19 | 105 | 1 | 08/19/2026 | ☆ | |
| 24982 | Wildflower Financial Llc CRD 289288 | Santa Cruz, CA | Wealth Manager · Boutique (under $100M) | $11.8M | 17 | 50 | 1 | 05/05/2026 | ☆ |
| 24983 | Strandberg, Dave William CRD 172218 | Wealth Manager · Boutique (under $100M) | $11.8M | 23 | 41 | 1 | 07/26/2026 | ☆ | |
| 24984 | Tandem Financial Guidance, Llc CRD 174834 | Wealth Manager · Boutique (under $100M) | $11.8M | 20 | 65 | 1 | 04/02/2026 | ☆ | |
| 24985 | Ace Wealth Management, Llc CRD 145136 | Insurance-Affiliated · Boutique (under $100M) | $11.8M | 20 | 67 | 1 | 03/27/2026 | ☆ | |
| 24986 | Investment Fiduciary Planners, Llc CRD 287842 | Denver, CO | Insurance-Affiliated · Boutique (under $100M) | $11.8M | 110 | 195 | 1 | 04/16/2026 | ☆ |
| 24987 | Mbb Advisory Llc CRD 306115 | Wealth Manager · Boutique (under $100M) | $11.8M | 7 | 19 | 1 | 09/15/2026 | ☆ | |
| 24988 | Wa Financial Group Inc CRD 151633 | Federal Way, WA | Wealth Manager · Boutique (under $100M) | $11.8M | 66 | 66 | 3 | 03/30/2026 | ☆ |
| 24989 | Greenfield/Lewis Investment Counsel CRD 119916 | Wealth Manager · Boutique (under $100M) | $11.8M | 15 | 15 | 1 | 01/28/2025 | ☆ | |
| 24990 | Themoneymd.Com, Llc CRD 288761 | Insurance-Affiliated · Boutique (under $100M) | $11.8M | 33 | 78 | 2 | 09/11/2026 | ☆ | |
| 24991 | Ollie Grant Private Wealth, Llc CRD 332010 | Evansville, IN | Insurance-Affiliated · Boutique (under $100M) | $11.8M | 1 | 4 | 4 | 08/17/2026 | ☆ |
| 24992 | Escalante Troesh, Joshua, Daniel CRD 292853 | Wealth Manager · Boutique (under $100M) | $11.8M | 58 | 151 | 2 | 03/27/2026 | ☆ | |
| 24993 | Freedom Wealth Advisors, Llc CRD 165151 | Wealth Manager · Boutique (under $100M) | $11.7M | 60 | 60 | 1 | 03/31/2026 | ☆ | |
| 24994 | Sonoma Mountain Financial Llc CRD 334099 | Wealth Manager · Boutique (under $100M) | $11.7M | 32 | 33 | 1 | 02/04/2026 | ☆ | |
| 24995 | Fairport Asset Management Corp CRD 108414 | Fairfield, CT | Insurance-Affiliated · Boutique (under $100M) | $11.7M | 51 | 82 | 2 | 03/30/2026 | ☆ |
| 24996 | Danny Robles Vision Wealth Advisors Llc CRD 158589 | Lubbock, TX | Wealth Manager · Boutique (under $100M) | $11.7M | 203 | 203 | 3 | 03/30/2026 | ☆ |
| 24997 | First Financial Security, Llc CRD 120878 | Wealth Manager · Boutique (under $100M) | $11.7M | 29 | 29 | 1 | 03/31/2026 | ☆ | |
| 24998 | B.P. Walsh And Company, Llc CRD 125477 | Branford, CT | Wealth Manager · Boutique (under $100M) | $11.7M | 21 | 42 | 1 | 03/10/2026 | ☆ |
| 24999 | Jwc Capital Management, Llc CRD 311713 | Annapolis, MD | Wealth Manager · Boutique (under $100M) | $11.7M | 5 | 8 | 1 | 03/30/2026 | ☆ |
| 25000 | Premier Prosperity Advisors Llc CRD 291571 | Wealth Manager · Boutique (under $100M) | $11.7M | 5 | 34 | 1 | 02/18/2026 | ☆ |