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 |
|---|---|---|---|---|---|---|---|---|---|
| 25351 | Gibson Monroe Wealth Advisors Llc CRD 324146 | Oakland, CA | Wealth Manager · Boutique (under $100M) | $10.2M | 57 | 189 | 2 | 07/08/2026 | ☆ |
| 25352 | Mature Money Management, Inc CRD 145996 | Wealth Manager · Boutique (under $100M) | $10.2M | 18 | 30 | 1 | 01/13/2026 | ☆ | |
| 25353 | Schroeder Capital Management, Llc CRD 324483 | Brooklyn, NY | Private Fund Manager · Boutique (under $100M) | $10.2M | 1 | 1 | 1 | 03/11/2026 | ☆ |
| 25354 | Meridian Financial Advisory Llc CRD 288510 | Insurance-Affiliated · Boutique (under $100M) | $10.2M | 21 | 45 | 1 | 02/23/2026 | ☆ | |
| 25355 | Crimson Wealth Management Inc. CRD 334123 | Wealth Manager · Boutique (under $100M) | $10.2M | 11 | 28 | 2 | 10/05/2026 | ☆ | |
| 25356 | Wealth Compounders Llc CRD 294466 | Wealth Manager · Boutique (under $100M) | $10.2M | 30 | 73 | 1 | 07/01/2026 | ☆ | |
| 25357 | Sp Funds Management Llc CRD 340522 | Lake Mary, FL | Private Fund Manager · Boutique (under $100M) | $10.2M | 2 | 2 | 2 | 07/20/2026 | ☆ |
| 25358 | Financial Facilitators, Inc. CRD 154323 | Eugene, OR | Wealth Manager · Boutique (under $100M) | $10.2M | 26 | 26 | 1 | 03/05/2026 | ☆ |
| 25359 | Safe Future Wealth Partners Llc CRD 315459 | Novi, MI | Wealth Manager · Boutique (under $100M) | $10.2M | 62 | 143 | 4 | 08/17/2026 | ☆ |
| 25360 | Mccurdy, Gillion & Associates, Llc CRD 141858 | Orlando, FL | Investment Adviser · Boutique (under $100M) | $10.2M | 3 | 1 | 09/29/2017 | ☆ | |
| 25361 | Tek Wise Financial Planners Llc CRD 325783 | Wealth Manager · Boutique (under $100M) | $10.2M | 48 | 102 | 2 | 03/13/2026 | ☆ | |
| 25362 | Obsidiant Partners Llc CRD 332516 | Wealth Manager · Boutique (under $100M) | $10.2M | 13 | 28 | 3 | 03/30/2026 | ☆ | |
| 25363 | Armada Etf Advisors Llc CRD 317979 | Novi, MI | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.2M | 2 | 2 | 1 | 08/04/2026 | ☆ |
| 25364 | Hays, Steven, K CRD 122348 | Annapolis, MD | Wealth Manager · Boutique (under $100M) | $10.2M | 11 | 19 | 1 | 02/01/2025 | ☆ |
| 25365 | Layline Financial Llc CRD 327148 | Wealth Manager · Boutique (under $100M) | $10.2M | 14 | 68 | 1 | 02/02/2026 | ☆ | |
| 25366 | Royale Investment Advisor Llc CRD 141287 | Wealth Manager · Boutique (under $100M) | $10.2M | 12 | 24 | 1 | 03/12/2026 | ☆ | |
| 25367 | Madison Money Management, Inc. CRD 126394 | Wealth Manager · Boutique (under $100M) | $10.1M | 12 | 1 | 03/05/2026 | ☆ | ||
| 25368 | Life Story Financial, Llc CRD 319662 | Wealth Manager · Boutique (under $100M) | $10.1M | 25 | 51 | 1 | 08/06/2026 | ☆ | |
| 25369 | Hoskins Financial, Llc CRD 319452 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $10.1M | 30 | 53 | 1 | 04/09/2026 | ☆ |
| 25370 | Outside The Box Financial Planning, Llc CRD 290255 | Insurance-Affiliated · Boutique (under $100M) | $10.1M | 36 | 78 | 1 | 03/26/2026 | ☆ | |
| 25371 | Parvin Fund Management, Llc CRD 311304 | Sioux Falls, SD | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.1M | 1 | 1 | 2 | 03/31/2026 | ☆ |
| 25372 | Jacobs Wealth Management, Llc CRD 318919 | Wealth Manager · Boutique (under $100M) | $10.1M | 53 | 127 | 1 | 03/17/2026 | ☆ | |
| 25373 | Emerson James Advisors Llc CRD 307226 | Insurance-Affiliated · Boutique (under $100M) | $10.1M | 20 | 49 | 1 | 03/31/2026 | ☆ | |
| 25374 | Linkside Financial Llc CRD 335537 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $10.1M | 5 | 14 | 5 | 03/06/2026 | ☆ |
| 25375 | Grinnell Capital, Llc CRD 311742 | Wealth Manager · Boutique (under $100M) | $10.1M | 26 | 23 | 2 | 02/24/2026 | ☆ | |
| 25376 | Hather, Robert Kevin CRD 139951 | Wealth Manager · Boutique (under $100M) | $10.1M | 14 | 14 | 1 | 05/18/2026 | ☆ | |
| 25377 | Marathon Investments, Llc CRD 156353 | Wealth Manager · Boutique (under $100M) | $10.1M | 25 | 28 | 1 | 03/16/2026 | ☆ | |
| 25378 | Retirement Income Security Llc CRD 314386 | Wealth Manager · Boutique (under $100M) | $10.1M | 6 | 4 | 11/02/2023 | ☆ | ||
| 25379 | Plan For Your Goals, Llc CRD 320683 | Wealth Manager · Boutique (under $100M) | $10.1M | 45 | 238 | 1 | 04/20/2026 | ☆ | |
| 25380 | Clear And Simple Financial Group Llc CRD 309957 | Wealth Manager · Boutique (under $100M) | $10.1M | 13 | 47 | 1 | 08/24/2026 | ☆ | |
| 25381 | Unburdened Financial Planning, Llc CRD 328597 | Wealth Manager · Boutique (under $100M) | $10.1M | 16 | 58 | 1 | 03/31/2026 | ☆ | |
| 25382 | Modified Investments, Llc CRD 324512 | Wealth Manager · Boutique (under $100M) | $10.1M | 7 | 22 | 1 | 05/05/2026 | ☆ | |
| 25383 | Morris, Robert Eugene CRD 149250 | Wealth Manager · Boutique (under $100M) | $10.1M | 5 | 6 | 1 | 08/18/2026 | ☆ | |
| 25384 | Fremont Financial Advisors Inc. CRD 145865 | Riverton, WY | Insurance-Affiliated · Boutique (under $100M) | $10.1M | 37 | 37 | 2 | 03/12/2026 | ☆ |
| 25385 | Doyle Investment Management CRD 137767 | Wealth Manager · Boutique (under $100M) | $10.1M | 41 | 62 | 1 | 03/18/2026 | ☆ | |
| 25386 | Nidhi Capital, Llc CRD 157319 | Wealth Manager · Boutique (under $100M) | $10.0M | 39 | 40 | 1 | 03/27/2026 | ☆ | |
| 25387 | Bmh Capital Management Llc CRD 310891 | Miramar, FL | Wealth Manager · Boutique (under $100M) | $10.0M | 28 | 28 | 2 | 01/15/2026 | ☆ |
| 25388 | Domani Investments Inc. CRD 124124 | Wealth Manager · Boutique (under $100M) | $10.0M | 14 | 55 | 1 | 03/17/2026 | ☆ | |
| 25389 | Enriched Advice, Llc CRD 332996 | Wealth Manager · Boutique (under $100M) | $10.0M | 0 | 11 | 1 | 08/05/2026 | ☆ | |
| 25390 | Zech, Kevin L CRD 113656 | Wealth Manager · Boutique (under $100M) | $10.0M | 19 | 36 | 1 | 01/27/2026 | ☆ | |
| 25391 | Webs Investments Inc. CRD 333355 | Mutual Fund / Asset Manager · Boutique (under $100M) | $10.0M | 13 | 13 | 5 | 04/23/2026 | ☆ | |
| 25392 | Kelly Jones Investment Services, Inc. CRD 143801 | Wealth Manager · Boutique (under $100M) | $10.0M | 18 | 18 | 1 | 03/27/2026 | ☆ | |
| 25393 | Kaysigordon Llc CRD 317872 | Wealth Manager · Boutique (under $100M) | $10.0M | 32 | 58 | 1 | 01/29/2026 | ☆ | |
| 25394 | 10 West Advisors, Inc. CRD 290598 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $10.0M | 16 | 16 | 1 | 06/01/2026 | ☆ |
| 25395 | Ak Global Investment Management, Llc CRD 291151 | Wealth Manager · Boutique (under $100M) | $10.0M | 27 | 27 | 3 | 02/19/2025 | ☆ | |
| 25396 | Andrew John Spillios, Cfp CRD 115003 | Wealth Manager · Boutique (under $100M) | $10.0M | 8 | 1 | 01/04/2023 | ☆ | ||
| 25397 | Attivo Legacy Advisors, Llc CRD 109195 | Corona, CA | Insurance-Affiliated · Boutique (under $100M) | $10.0M | 113 | 100 | 4 | 04/01/2026 | ☆ |
| 25398 | Barton Creek Investment Advisors, Llc CRD 163187 | Austin, TX | Wealth Manager · Boutique (under $100M) | $10.0M | 30 | 30 | 1 | 05/28/2019 | ☆ |
| 25399 | Beechnut Capital Management Llc CRD 313158 | Wealth Manager · Boutique (under $100M) | $10.0M | 6 | 10 | 1 | 02/23/2022 | ☆ | |
| 25400 | Butler & Co., Inc. CRD 153715 | South Windsor, CT | Insurance-Affiliated · Boutique (under $100M) | $10.0M | 7 | 10 | 1 | 03/06/2026 | ☆ |