Investment advisers
44,633 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 |
|---|---|---|---|---|---|---|---|---|---|
| 25051 | Wide Eye Capital Llc CRD 322886 | Wealth Manager · Boutique (under $100M) | $10.9M | 28 | 57 | 1 | 03/08/2026 | ☆ | |
| 25052 | Finlayson Financial Planning, Inc. CRD 165631 | Wealth Manager · Boutique (under $100M) | $10.9M | 65 | 73 | 1 | 03/02/2026 | ☆ | |
| 25053 | Gerard Asset Management, L.L.C. CRD 116191 | Wealth Manager · Boutique (under $100M) | $10.9M | 20 | 20 | 1 | 03/29/2026 | ☆ | |
| 25054 | Delta Hedge Financial, Llc CRD 300035 | Wealth Manager · Boutique (under $100M) | $10.9M | 30 | 47 | 1 | 07/14/2026 | ☆ | |
| 25055 | Tennessee Valley Investment Management Inc. CRD 305228 | Wealth Manager · Boutique (under $100M) | $10.9M | 34 | 36 | 1 | 03/26/2026 | ☆ | |
| 25056 | Fineberg Wealth Management, Llc CRD 162901 | Insurance-Affiliated · Boutique (under $100M) | $10.9M | 390 | 55 | 1 | 01/20/2026 | ☆ | |
| 25057 | Alpha Blue Capital Management Lp CRD 328350 | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.9M | 1 | 1 | 2 | 02/25/2026 | ☆ | |
| 25058 | Song Asset Management, Llc CRD 134468 | Wealth Manager · Boutique (under $100M) | $10.9M | 21 | 34 | 1 | 01/10/2026 | ☆ | |
| 25059 | Legacy Wealth Planning, Llc CRD 152084 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $10.9M | 25 | 76 | 2 | 04/08/2026 | ☆ |
| 25060 | Keel Capital Ab CRD 283825 | Stockholm | Private Fund Manager · Boutique (under $100M) | $10.9M | 6 | 6 | 3 | 09/25/2025 | ☆ |
| 25061 | Arca Archa, Llc CRD 145490 | Wealth Manager · Boutique (under $100M) | $10.9M | 42 | 42 | 2 | 01/21/2026 | ☆ | |
| 25062 | Tax & Insurance Services Incorporated CRD 170453 | Riverside, CA | Wealth Manager · Boutique (under $100M) | $10.9M | 49 | 49 | 1 | 03/29/2026 | ☆ |
| 25063 | Plimsoll Financial Planning, Llc CRD 285993 | Wealth Manager · Boutique (under $100M) | $10.9M | 13 | 20 | 1 | 04/01/2026 | ☆ | |
| 25064 | Hickory Financial Group, Llc CRD 306201 | Hickory, NC | Wealth Manager · Boutique (under $100M) | $10.9M | 71 | 71 | 1 | 02/17/2026 | ☆ |
| 25065 | N CRD 312074 | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.9M | 1 | 1 | 3 | 03/20/2026 | ☆ | |
| 25066 | Ctm Financial, Llc CRD 124458 | Wealth Manager · Boutique (under $100M) | $10.9M | 9 | 18 | 1 | 04/10/2025 | ☆ | |
| 25067 | Great Lakes Financial Companies Inc. CRD 120272 | Twinsburg, OH | Wealth Manager · Boutique (under $100M) | $10.9M | 71 | 82 | 1 | 02/10/2026 | ☆ |
| 25068 | Lacy Cronkhite & Company Inc CRD 299566 | Insurance-Affiliated · Boutique (under $100M) | $10.9M | 24 | 24 | 1 | 02/02/2026 | ☆ | |
| 25069 | Adaero Capital Management, Llc CRD 131438 | Wealth Manager · Boutique (under $100M) | $10.9M | 23 | 23 | 1 | 03/27/2026 | ☆ | |
| 25070 | Ryan Smith Financial Services Inc. CRD 325545 | Wealth Manager · Boutique (under $100M) | $10.9M | 45 | 83 | 1 | 06/15/2026 | ☆ | |
| 25071 | Fortius Financial Advisors, Llc CRD 128060 | Salt Lake City, UT | Wealth Manager · Boutique (under $100M) | $10.9M | 66 | 86 | 4 | 03/31/2026 | ☆ |
| 25072 | Porter Avenue Capital Management, Llc CRD 167006 | Alto Pass, IL | Wealth Manager · Boutique (under $100M) | $10.8M | 81 | 131 | 2 | 07/24/2026 | ☆ |
| 25073 | Brandon Renfro Llc CRD 292974 | Longview, TX | Wealth Manager · Boutique (under $100M) | $10.8M | 18 | 54 | 2 | 01/13/2026 | ☆ |
| 25074 | Harper Capital Partners, Inc. CRD 117772 | Wealth Manager · Boutique (under $100M) | $10.8M | 37 | 37 | 1 | 03/19/2026 | ☆ | |
| 25075 | Balanstone, Llc CRD 242796 | Newton, MA | Wealth Manager · Boutique (under $100M) | $10.8M | 9 | 9 | 1 | 03/10/2026 | ☆ |
| 25076 | Rue, Neil CRD 331048 | Wealth Manager · Boutique (under $100M) | $10.8M | 6 | 6 | 1 | 02/16/2026 | ☆ | |
| 25077 | Onward Fi, Llc CRD 326824 | Wealth Manager · Boutique (under $100M) | $10.8M | 23 | 67 | 1 | 03/31/2026 | ☆ | |
| 25078 | Lorenzen, James Marion CRD 122910 | Simi Valley, CA | Insurance-Affiliated · Boutique (under $100M) | $10.8M | 8 | 19 | 1 | 03/13/2026 | ☆ |
| 25079 | Fundamental Investment Alliance Group, Inc. CRD 131166 | Lutz, FL | Investment Adviser · Boutique (under $100M) | $10.8M | 0 | 9 | 4 | 04/14/2026 | ☆ |
| 25080 | John Picard Stein , Ph.D. CRD 112135 | Wealth Manager · Boutique (under $100M) | $10.8M | 10 | 21 | 1 | 05/29/2026 | ☆ | |
| 25081 | Semper Wealth Management Llc CRD 305094 | Wealth Manager · Boutique (under $100M) | $10.8M | 27 | 51 | 1 | 03/31/2026 | ☆ | |
| 25082 | No Coast Financial Group, Llc CRD 324971 | Manhattan, KS | Wealth Manager · Boutique (under $100M) | $10.8M | 30 | 101 | 1 | 02/02/2026 | ☆ |
| 25083 | Denny, Barry T. CRD 304512 | Wealth Manager · Boutique (under $100M) | $10.8M | 25 | 25 | 1 | 04/28/2026 | ☆ | |
| 25084 | Fletcher Financial, Llc CRD 133270 | Carlsbad, CA | Wealth Manager · Boutique (under $100M) | $10.8M | 18 | 18 | 1 | 02/27/2026 | ☆ |
| 25085 | Vestis Advisors, Llc CRD 152579 | Houston, TX | Wealth Manager · Boutique (under $100M) | $10.8M | 17 | 36 | 2 | 03/09/2026 | ☆ |
| 25086 | Yellow Finch, Llc CRD 331726 | Wealth Manager · Boutique (under $100M) | $10.8M | 24 | 81 | 2 | 08/06/2026 | ☆ | |
| 25087 | Link Financial Corporation CRD 115570 | Wealth Manager · Boutique (under $100M) | $10.8M | 31 | 31 | 2 | 02/19/2025 | ☆ | |
| 25088 | Crest Private Wealth, Llc CRD 328856 | Memphis, TN | Institutional / Pension Advisor · Boutique (under $100M) | $10.8M | 4 | 4 | 1 | 02/24/2026 | ☆ |
| 25089 | Arrington Financial Advisors, Llc CRD 173223 | Wealth Manager · Boutique (under $100M) | $10.8M | 15 | 31 | 1 | 04/16/2026 | ☆ | |
| 25090 | Hearon Advisory Group, Llc CRD 142392 | Wealth Manager · Boutique (under $100M) | $10.8M | 26 | 26 | 2 | 02/26/2026 | ☆ | |
| 25091 | Auxarc Asset Management Company CRD 154173 | Siloam Springs, AR | Wealth Manager · Boutique (under $100M) | $10.8M | 57 | 57 | 1 | 03/30/2026 | ☆ |
| 25092 | Balance Financial Services, Inc. CRD 116586 | Institutional / Pension Advisor · Boutique (under $100M) | $10.7M | 2 | 3 | 1 | 01/26/2026 | ☆ | |
| 25093 | Heng Ren Partners Llc CRD 296062 | Boston, MA | Private Fund Manager · Boutique (under $100M) | $10.7M | 2 | 2 | 3 | 05/07/2026 | ☆ |
| 25094 | Wealth Planning Systems, Llc CRD 126390 | Wealth Manager · Boutique (under $100M) | $10.7M | 74 | 88 | 2 | 08/14/2025 | ☆ | |
| 25095 | Guardian Plus Inc CRD 134306 | Wealth Manager · Boutique (under $100M) | $10.7M | 21 | 18 | 1 | 03/11/2026 | ☆ | |
| 25096 | Huygens Capital Llc CRD 168438 | White Plains, NY | Wealth Manager · Boutique (under $100M) | $10.7M | 7 | 14 | 1 | 03/22/2026 | ☆ |
| 25097 | Fish Creek Value Management, Llc CRD 291643 | Insurance-Affiliated · Boutique (under $100M) | $10.7M | 48 | 48 | 1 | 05/11/2026 | ☆ | |
| 25098 | Jefferson Capital, Inc. CRD 116222 | Wealth Manager · Boutique (under $100M) | $10.7M | 22 | 32 | 1 | 07/25/2026 | ☆ | |
| 25099 | Coffeehouse Capital Llc CRD 317317 | Fresno, CA | Wealth Manager · Boutique (under $100M) | $10.7M | 10 | 46 | 1 | 03/31/2026 | ☆ |
| 25100 | Rowe Consulting Group, Llc CRD 155611 | Wealth Manager · Boutique (under $100M) | $10.7M | 52 | 57 | 2 | 03/11/2026 | ☆ |