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 |
|---|---|---|---|---|---|---|---|---|---|
| 25301 | Bayshore Financial Solutions, Llc CRD 306105 | St. Petersburg, FL | Wealth Manager · Boutique (under $100M) | $10.4M | 34 | 58 | 1 | 02/23/2026 | ☆ |
| 25302 | Emmaus Investor Services Corp. CRD 139376 | Wealth Manager · Boutique (under $100M) | $10.4M | 39 | 39 | 1 | 01/06/2026 | ☆ | |
| 25303 | Starr, Michael, Dba Stellar Financial Planning CRD 120284 | Wealth Manager · Boutique (under $100M) | $10.4M | 6 | 36 | 0 | 07/08/2026 | ☆ | |
| 25304 | Next Step Financial Transitions, Llc CRD 311472 | Wealth Manager · Boutique (under $100M) | $10.4M | 57 | 92 | 2 | 01/22/2026 | ☆ | |
| 25305 | Plumb Financial Llc CRD 334608 | Arlington, TX | Insurance-Affiliated · Boutique (under $100M) | $10.4M | 42 | 42 | 1 | 02/23/2026 | ☆ |
| 25306 | Premier Choice Wealth Advisors, Llc CRD 312220 | Lehi, UT | Insurance-Affiliated · Boutique (under $100M) | $10.4M | 313 | 313 | 1 | 02/26/2026 | ☆ |
| 25307 | Kp7 Investors Llc CRD 312453 | Greenwich, CT | Wealth Manager · Boutique (under $100M) | $10.4M | 12 | 12 | 3 | 07/29/2026 | ☆ |
| 25308 | Divi Vest Advisors CRD 120645 | Wealth Manager · Boutique (under $100M) | $10.3M | 8 | 8 | 1 | 03/02/2026 | ☆ | |
| 25309 | Avinci Wealth Management, Inc. CRD 327780 | Valencia, CA | Wealth Manager · Boutique (under $100M) | $10.3M | 65 | 65 | 1 | 08/28/2026 | ☆ |
| 25310 | Pandolfo Capital, Llc CRD 148682 | Robbinsville, NJ | Wealth Manager · Boutique (under $100M) | $10.3M | 13 | 13 | 1 | 03/26/2026 | ☆ |
| 25311 | Howatson, Llc CRD 328264 | Wealth Manager · Boutique (under $100M) | $10.3M | 16 | 16 | 2 | 03/16/2026 | ☆ | |
| 25312 | Opulence Planning, Llc CRD 318104 | Wealth Manager · Boutique (under $100M) | $10.3M | 22 | 58 | 2 | 03/26/2026 | ☆ | |
| 25313 | Mandell, Gary, Lee CRD 123406 | Insurance-Affiliated · Boutique (under $100M) | $10.3M | 3 | 3 | 1 | 03/31/2026 | ☆ | |
| 25314 | Rooted Planning Llc CRD 323227 | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 74 | 1 | 02/02/2026 | ☆ | |
| 25315 | Alpine Capital Partners, Llc CRD 151359 | Wealth Manager · Boutique (under $100M) | $10.3M | 12 | 28 | 1 | 03/24/2026 | ☆ | |
| 25316 | Kamada Investment Management, Llc CRD 158620 | Wealth Manager · Boutique (under $100M) | $10.3M | 8 | 16 | 1 | 01/04/2026 | ☆ | |
| 25317 | Cim Financial Group, Inc. CRD 119481 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $10.3M | 36 | 69 | 0 | 03/26/2026 | ☆ |
| 25318 | Attlee Capital Llc CRD 300272 | Wealth Manager · Boutique (under $100M) | $10.3M | 12 | 1 | 05/11/2026 | ☆ | ||
| 25319 | Alexander Advisory Services, Llc CRD 304392 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $10.3M | 185 | 209 | 1 | 01/19/2026 | ☆ |
| 25320 | Bbn Management, Llc CRD 147954 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 27 | 1 | 03/31/2026 | ☆ |
| 25321 | Boulevard Money Llc CRD 316466 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $10.3M | 24 | 41 | 1 | 07/09/2026 | ☆ |
| 25322 | Glynn Capital Advisors, Llc CRD 333129 | Wealth Manager · Boutique (under $100M) | $10.3M | 11 | 14 | 2 | 03/16/2026 | ☆ | |
| 25323 | Mcgill Investment Advisory, Llc CRD 323974 | Uniontown, OH | Wealth Manager · Boutique (under $100M) | $10.3M | 33 | 71 | 1 | 04/15/2026 | ☆ |
| 25324 | Michael Pappas Advisor Llc CRD 171334 | Wealth Manager · Boutique (under $100M) | $10.3M | 20 | 20 | 1 | 06/07/2024 | ☆ | |
| 25325 | Stewardship Wealth Management, Llc CRD 144338 | Overland Park, KS | Insurance-Affiliated · Boutique (under $100M) | $10.3M | 12 | 52 | 1 | 03/26/2026 | ☆ |
| 25326 | Volt Equity Llc CRD 310402 | San Francisco, CA | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.3M | 1 | 1 | 3 | 04/03/2025 | ☆ |
| 25327 | Wealth Management Northwest, Inc. CRD 115983 | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 54 | 1 | 03/17/2026 | ☆ | |
| 25328 | Walt St Investment Management Ltd CRD 109339 | Wealth Manager · Boutique (under $100M) | $10.3M | 35 | 35 | 1 | 03/23/2026 | ☆ | |
| 25329 | Trustee Empowerment & Protection, Inc. CRD 108249 | Troy, MI | Endowment & Foundation Advisor · Boutique (under $100M) | $10.3M | 3 | 2 | 4 | 08/12/2026 | ☆ |
| 25330 | Allen, Isaac Reginald CRD 159711 | Fayetteville, NC | Wealth Manager · Boutique (under $100M) | $10.3M | 32 | 94 | 1 | 03/27/2026 | ☆ |
| 25331 | Investment Dynamics Consulting Group, Llc CRD 120611 | Kailua Kona, HI | Wealth Manager · Boutique (under $100M) | $10.3M | 7 | 17 | 1 | 03/23/2026 | ☆ |
| 25332 | Pfo Investment Advisors, Llc CRD 283932 | Naples, FL | Wealth Manager · Boutique (under $100M) | $10.3M | 7 | 17 | 3 | 01/22/2026 | ☆ |
| 25333 | Right Investment Team Llc CRD 282193 | Wealth Manager · Boutique (under $100M) | $10.3M | 27 | 27 | 1 | 03/26/2026 | ☆ | |
| 25334 | Bergstrom, Robert L. CRD 116282 | Wealth Manager · Boutique (under $100M) | $10.3M | 12 | 16 | 1 | 02/19/2026 | ☆ | |
| 25335 | Kmp Financial Llc CRD 333053 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $10.3M | 50 | 78 | 1 | 01/21/2026 | ☆ |
| 25336 | Huckstep Asset Management, Llc CRD 308437 | Oak Park, IL | Wealth Manager · Boutique (under $100M) | $10.3M | 26 | 57 | 1 | 09/15/2026 | ☆ |
| 25337 | Awg Qofb Llc CRD 331993 | Wealth Manager · Boutique (under $100M) | $10.3M | 19 | 41 | 1 | 03/20/2026 | ☆ | |
| 25338 | Lajala, Stephen Edward CRD 134215 | Wealth Manager · Boutique (under $100M) | $10.3M | 6 | 6 | 1 | 09/30/2026 | ☆ | |
| 25339 | Life Strategy Partners Inc. CRD 332925 | Tucson, AZ | Wealth Manager · Boutique (under $100M) | $10.3M | 15 | 2 | 03/31/2026 | ☆ | |
| 25340 | Scepter Financial Group, Llc CRD 294031 | Los Angeles, CA | Private Fund Manager · Boutique (under $100M) | $10.3M | 2 | 2 | 1 | 06/18/2026 | ☆ |
| 25341 | Jsb Capital Management, Llc CRD 161174 | Del Mar, CA | Wealth Manager · Boutique (under $100M) | $10.3M | 60 | 93 | 1 | 02/20/2026 | ☆ |
| 25342 | Genesis Wealth Planning, Llc CRD 170039 | Bonita Springs, FL | Wealth Manager · Boutique (under $100M) | $10.3M | 32 | 91 | 1 | 06/24/2026 | ☆ |
| 25343 | Enduro Capital Partners Llc CRD 301072 | Wealth Manager · Boutique (under $100M) | $10.2M | 26 | 26 | 2 | 07/09/2026 | ☆ | |
| 25344 | Asset Lift Wealth Management, Llc CRD 142929 | Wealth Manager · Boutique (under $100M) | $10.2M | 25 | 37 | 1 | 10/01/2026 | ☆ | |
| 25345 | Wilde Capital Management, Llc CRD 281891 | Cleveland, OH | Wealth Manager · Boutique (under $100M) | $10.2M | 47 | 47 | 2 | 05/26/2026 | ☆ |
| 25346 | Viso Wealth Management Llc CRD 336227 | Wealth Manager · Boutique (under $100M) | $10.2M | 8 | 1 | 02/06/2026 | ☆ | ||
| 25347 | Joseph Jekyll Advisers Llc CRD 142215 | Wealth Manager · Boutique (under $100M) | $10.2M | 11 | 21 | 1 | 03/30/2026 | ☆ | |
| 25348 | Red Oak Capital Advisors, Inc. CRD 159665 | Salmon, ID | Wealth Manager · Boutique (under $100M) | $10.2M | 19 | 19 | 1 | 09/03/2026 | ☆ |
| 25349 | Oaktree Wealth Group Inc. CRD 167388 | Brea, CA | Wealth Manager · Boutique (under $100M) | $10.2M | 12 | 22 | 1 | 01/08/2026 | ☆ |
| 25350 | Sow Advisors Llc CRD 336353 | Youngsville, LA | Wealth Manager · Boutique (under $100M) | $10.2M | 8 | 42 | 2 | 07/27/2026 | ☆ |