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 |
|---|---|---|---|---|---|---|---|---|---|
| 25351 | Ford Investment Counsel Llc CRD 317600 | Wealth Manager · Boutique (under $100M) | $9.8M | 10 | 19 | 1 | 02/13/2026 | ☆ | |
| 25352 | Sol Financial Llc CRD 333387 | Miami, FL | Wealth Manager · Boutique (under $100M) | $9.8M | 36 | 71 | 1 | 06/26/2026 | ☆ |
| 25353 | Ronald J. Rich Financial Advising Ltd. CRD 132696 | Wealth Manager · Boutique (under $100M) | $9.8M | 13 | 24 | 1 | 04/17/2026 | ☆ | |
| 25354 | Anchored Wealth Management Llc CRD 331693 | The Woodlands, TX | Wealth Manager · Boutique (under $100M) | $9.8M | 49 | 53 | 2 | 04/24/2026 | ☆ |
| 25355 | Cvw Financial, Llc CRD 317756 | Wealth Manager · Boutique (under $100M) | $9.8M | 36 | 49 | 1 | 07/30/2026 | ☆ | |
| 25356 | Champion Financial Planning Llc CRD 311684 | Wealth Manager · Boutique (under $100M) | $9.8M | 11 | 40 | 1 | 06/23/2026 | ☆ | |
| 25357 | Hommel Wealth Management, Inc. CRD 277166 | Garden City, NY | Wealth Manager · Boutique (under $100M) | $9.8M | 63 | 63 | 1 | 07/22/2026 | ☆ |
| 25358 | Simplified Wealth Llc CRD 318522 | Wealth Manager · Boutique (under $100M) | $9.7M | 32 | 60 | 1 | 03/31/2026 | ☆ | |
| 25359 | Capstone Global Advisors, Llc CRD 277104 | Wealth Manager · Boutique (under $100M) | $9.7M | 33 | 76 | 1 | 07/21/2026 | ☆ | |
| 25360 | Adaptive Financial Solutions Inc CRD 293198 | Wealth Manager · Boutique (under $100M) | $9.7M | 10 | 27 | 1 | 03/31/2026 | ☆ | |
| 25361 | Fpr Investments Llc CRD 331752 | Wealth Manager · Boutique (under $100M) | $9.7M | 6 | 10 | 1 | 03/16/2026 | ☆ | |
| 25362 | Dreamfield Planning Group, Llc CRD 316550 | Braintree, MA | Wealth Manager · Boutique (under $100M) | $9.7M | 12 | 44 | 1 | 08/17/2026 | ☆ |
| 25363 | Ball Wealth Management Llc CRD 133583 | Wealth Manager · Boutique (under $100M) | $9.7M | 9 | 9 | 1 | 07/10/2024 | ☆ | |
| 25364 | Nichols Wealth Advisors, Llc CRD 284400 | Insurance-Affiliated · Boutique (under $100M) | $9.7M | 11 | 21 | 1 | 04/11/2025 | ☆ | |
| 25365 | Schneider, Franz CRD 130464 | Wealth Manager · Boutique (under $100M) | $9.7M | 7 | 16 | 1 | 03/16/2026 | ☆ | |
| 25366 | Mcdonnell, Stephen CRD 282462 | Pasadena, CA | Wealth Manager · Boutique (under $100M) | $9.7M | 6 | 6 | 1 | 03/30/2026 | ☆ |
| 25367 | Diversified Consumer Planning Llc CRD 151869 | Wealth Manager · Boutique (under $100M) | $9.7M | 50 | 79 | 2 | 01/22/2026 | ☆ | |
| 25368 | Fieldstone Money Management, Inc. CRD 126510 | Wealth Manager · Boutique (under $100M) | $9.7M | 57 | 70 | 2 | 03/25/2026 | ☆ | |
| 25369 | Epoch Family Wealth, Llc CRD 286107 | Wealth Manager · Boutique (under $100M) | $9.7M | 9 | 9 | 1 | 12/06/2024 | ☆ | |
| 25370 | Smr Strategic Investments, Llc CRD 319433 | Wealth Manager · Boutique (under $100M) | $9.7M | 16 | 34 | 1 | 03/25/2026 | ☆ | |
| 25371 | Bison Wealth Management, Llc CRD 297943 | Wealth Manager · Boutique (under $100M) | $9.7M | 7 | 27 | 1 | 04/14/2026 | ☆ | |
| 25372 | Davenport Advisors 14 Llc CRD 147675 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $9.7M | 1 | 1 | 1 | 03/09/2026 | ☆ |
| 25373 | Haas Capital Management Llc CRD 156707 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $9.7M | 11 | 11 | 1 | 01/06/2026 | ☆ |
| 25374 | Portolan Financial Planning Llc CRD 291370 | Wealth Manager · Boutique (under $100M) | $9.7M | 46 | 148 | 1 | 03/31/2026 | ☆ | |
| 25375 | Higher Impact Financial, Llc CRD 331938 | Riverside, CA | Wealth Manager · Boutique (under $100M) | $9.7M | 109 | 200 | 1 | 05/27/2026 | ☆ |
| 25376 | Vdb Wealth Llc CRD 334639 | Wealth Manager · Boutique (under $100M) | $9.7M | 7 | 45 | 1 | 02/19/2026 | ☆ | |
| 25377 | Hdi Capital Llc CRD 277119 | Investment Adviser · Boutique (under $100M) | $9.7M | 4 | 3 | 03/20/2026 | ☆ | ||
| 25378 | Wrk Investments, Llc CRD 156457 | Wealth Manager · Boutique (under $100M) | $9.7M | 11 | 15 | 1 | 03/27/2026 | ☆ | |
| 25379 | Whisper Wealth Builders, Llc CRD 310842 | Wealth Manager · Boutique (under $100M) | $9.7M | 34 | 41 | 1 | 03/16/2026 | ☆ | |
| 25380 | Bright Forge Capital, Llc CRD 291047 | Wealth Manager · Boutique (under $100M) | $9.7M | 16 | 53 | 1 | 12/15/2025 | ☆ | |
| 25381 | Kehoe Investment Services, Inc CRD 148997 | Wealth Manager · Boutique (under $100M) | $9.7M | 10 | 10 | 1 | 02/11/2026 | ☆ | |
| 25382 | Forecast Financial Llc CRD 168316 | Newberry, FL | Wealth Manager · Boutique (under $100M) | $9.7M | 37 | 49 | 1 | 05/20/2026 | ☆ |
| 25383 | Five Stone Capital, Llc CRD 133190 | Private Fund Manager · Boutique (under $100M) | $9.7M | 3 | 3 | 2 | 07/28/2026 | ☆ | |
| 25384 | Total Return Llc CRD 291998 | Linthicum Heights, MD | Insurance-Affiliated · Boutique (under $100M) | $9.7M | 14 | 24 | 1 | 02/09/2026 | ☆ |
| 25385 | Young, Guy Cameron CRD 135388 | Insurance-Affiliated · Boutique (under $100M) | $9.7M | 27 | 27 | 1 | 03/31/2026 | ☆ | |
| 25386 | Onitus Capital, Llc CRD 321632 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $9.6M | 59 | 67 | 1 | 03/13/2026 | ☆ |
| 25387 | The World Changers Investments, Llc CRD 326532 | Miami, FL | Wealth Manager · Boutique (under $100M) | $9.6M | 32 | 32 | 2 | 03/09/2026 | ☆ |
| 25388 | Bright Legacy Llc CRD 318338 | Chino Hills, CA | Wealth Manager · Boutique (under $100M) | $9.6M | 40 | 146 | 2 | 04/22/2026 | ☆ |
| 25389 | Elite Wealth Partners, Llc CRD 289355 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 51 | 76 | 1 | 03/12/2025 | ☆ | |
| 25390 | Selah Wealth Advisors Llc CRD 328518 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 67 | 70 | 1 | 03/31/2026 | ☆ | |
| 25391 | Calculated Financial Solutions, Llc CRD 140028 | Cedarhurst, NY | Wealth Manager · Boutique (under $100M) | $9.6M | 35 | 35 | 1 | 03/11/2026 | ☆ |
| 25392 | Spicer Capital, Llc CRD 312505 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 41 | 103 | 2 | 03/30/2026 | ☆ | |
| 25393 | Investry, Llc CRD 310803 | Scarsdale, NY | Wealth Manager · Boutique (under $100M) | $9.6M | 13 | 28 | 1 | 03/28/2026 | ☆ |
| 25394 | Indy Advisors, Llc. CRD 152791 | Wealth Manager · Boutique (under $100M) | $9.6M | 1 | 51 | 0 | 03/30/2026 | ☆ | |
| 25395 | Sunrise Wealth Management, Llc CRD 159409 | Wealth Manager · Boutique (under $100M) | $9.6M | 12 | 20 | 1 | 04/14/2026 | ☆ | |
| 25396 | Bg Financial Advisors, Llc CRD 167309 | Wealth Manager · Boutique (under $100M) | $9.6M | 11 | 15 | 1 | 02/20/2026 | ☆ | |
| 25397 | Central Park Financial Planning Llc CRD 292189 | Wealth Manager · Boutique (under $100M) | $9.6M | 8 | 11 | 1 | 01/21/2026 | ☆ | |
| 25398 | Wavelet Advisors Llc CRD 328272 | Wealth Manager · Boutique (under $100M) | $9.6M | 11 | 12 | 1 | 03/30/2026 | ☆ | |
| 25399 | Adkins Asset Management Llc CRD 313448 | Wealth Manager · Boutique (under $100M) | $9.6M | 68 | 68 | 2 | 03/27/2026 | ☆ | |
| 25400 | Thistle Wealth Management, Llc CRD 333397 | Wealth Manager · Boutique (under $100M) | $9.6M | 5 | 40 | 1 | 03/24/2026 | ☆ |