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 |
|---|---|---|---|---|---|---|---|---|---|
| 25501 | Whisper Wealth Builders, Llc CRD 310842 | Wealth Manager · Boutique (under $100M) | $9.7M | 34 | 41 | 1 | 03/16/2026 | ☆ | |
| 25502 | Bright Forge Capital, Llc CRD 291047 | Wealth Manager · Boutique (under $100M) | $9.7M | 16 | 53 | 1 | 12/15/2025 | ☆ | |
| 25503 | Kehoe Investment Services, Inc CRD 148997 | Wealth Manager · Boutique (under $100M) | $9.7M | 10 | 10 | 1 | 02/11/2026 | ☆ | |
| 25504 | Forecast Financial Llc CRD 168316 | Newberry, FL | Wealth Manager · Boutique (under $100M) | $9.7M | 37 | 49 | 1 | 05/20/2026 | ☆ |
| 25505 | Five Stone Capital, Llc CRD 133190 | Private Fund Manager · Boutique (under $100M) | $9.7M | 3 | 3 | 2 | 07/28/2026 | ☆ | |
| 25506 | Total Return Llc CRD 291998 | Linthicum Heights, MD | Insurance-Affiliated · Boutique (under $100M) | $9.7M | 14 | 24 | 1 | 02/09/2026 | ☆ |
| 25507 | Young, Guy Cameron CRD 135388 | Insurance-Affiliated · Boutique (under $100M) | $9.7M | 27 | 27 | 1 | 03/31/2026 | ☆ | |
| 25508 | Onitus Capital, Llc CRD 321632 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $9.6M | 59 | 67 | 1 | 03/13/2026 | ☆ |
| 25509 | Bright Legacy Llc CRD 318338 | Chino Hills, CA | Wealth Manager · Boutique (under $100M) | $9.6M | 40 | 146 | 2 | 04/22/2026 | ☆ |
| 25510 | Elite Wealth Partners, Llc CRD 289355 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 51 | 76 | 1 | 03/12/2025 | ☆ | |
| 25511 | Selah Wealth Advisors Llc CRD 328518 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 67 | 70 | 1 | 03/31/2026 | ☆ | |
| 25512 | Calculated Financial Solutions, Llc CRD 140028 | Cedarhurst, NY | Wealth Manager · Boutique (under $100M) | $9.6M | 35 | 35 | 1 | 03/11/2026 | ☆ |
| 25513 | Spicer Capital, Llc CRD 312505 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 41 | 103 | 2 | 03/30/2026 | ☆ | |
| 25514 | Investry, Llc CRD 310803 | Scarsdale, NY | Wealth Manager · Boutique (under $100M) | $9.6M | 13 | 28 | 1 | 03/28/2026 | ☆ |
| 25515 | Indy Advisors, Llc. CRD 152791 | Wealth Manager · Boutique (under $100M) | $9.6M | 1 | 51 | 0 | 03/30/2026 | ☆ | |
| 25516 | Sunrise Wealth Management, Llc CRD 159409 | Wealth Manager · Boutique (under $100M) | $9.6M | 12 | 20 | 1 | 04/14/2026 | ☆ | |
| 25517 | Bg Financial Advisors, Llc CRD 167309 | Wealth Manager · Boutique (under $100M) | $9.6M | 11 | 15 | 1 | 02/20/2026 | ☆ | |
| 25518 | Central Park Financial Planning Llc CRD 292189 | Wealth Manager · Boutique (under $100M) | $9.6M | 8 | 11 | 1 | 01/21/2026 | ☆ | |
| 25519 | Wavelet Advisors Llc CRD 328272 | Wealth Manager · Boutique (under $100M) | $9.6M | 11 | 12 | 1 | 03/30/2026 | ☆ | |
| 25520 | Adkins Asset Management Llc CRD 313448 | Wealth Manager · Boutique (under $100M) | $9.6M | 68 | 68 | 2 | 03/27/2026 | ☆ | |
| 25521 | Thistle Wealth Management, Llc CRD 333397 | Wealth Manager · Boutique (under $100M) | $9.6M | 5 | 40 | 1 | 03/24/2026 | ☆ | |
| 25522 | 360 Aviation Advisors, Llc CRD 334641 | Concord, NC | Wealth Manager · Boutique (under $100M) | $9.6M | 28 | 101 | 1 | 06/23/2026 | ☆ |
| 25523 | Welch Financial Investments, Llc CRD 154359 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $9.6M | 20 | 20 | 1 | 03/23/2026 | ☆ |
| 25524 | Faithful Steward Wealth Management, Inc. CRD 158980 | Wealth Manager · Boutique (under $100M) | $9.6M | 71 | 128 | 1 | 03/26/2026 | ☆ | |
| 25525 | Greater Works CRD 321786 | Wealth Manager · Boutique (under $100M) | $9.6M | 38 | 80 | 2 | 03/13/2026 | ☆ | |
| 25526 | Jennings Investment Group, Inc. CRD 154389 | Wealth Manager · Boutique (under $100M) | $9.6M | 41 | 53 | 1 | 03/30/2026 | ☆ | |
| 25527 | Kilimanjaro Capital, Llc CRD 152262 | Manhattan Beach, CA | Wealth Manager · Boutique (under $100M) | $9.6M | 13 | 13 | 1 | 03/31/2026 | ☆ |
| 25528 | Smallwillow, Llc CRD 304864 | Wealth Manager · Boutique (under $100M) | $9.6M | 8 | 34 | 1 | 01/26/2026 | ☆ | |
| 25529 | Matador Financial Planning Llc CRD 171065 | Wealth Manager · Boutique (under $100M) | $9.6M | 31 | 54 | 4 | 03/30/2026 | ☆ | |
| 25530 | The Art Of Your $Trategy Dba Financial Spyglass® CRD 166378 | Rye, NY | Wealth Manager · Boutique (under $100M) | $9.6M | 5 | 13 | 1 | 03/11/2026 | ☆ |
| 25531 | Black Cat Wealth Llc CRD 313381 | Bozeman, MT | Wealth Manager · Boutique (under $100M) | $9.6M | 13 | 33 | 1 | 06/01/2026 | ☆ |
| 25532 | Amwh Asset Management Llc CRD 331629 | Wealth Manager · Boutique (under $100M) | $9.6M | 10 | 23 | 2 | 04/07/2026 | ☆ | |
| 25533 | Pine To Palm Financial, Llc CRD 335396 | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 50 | 48 | 1 | 02/17/2026 | ☆ | |
| 25534 | Lighthouse Advisory Services, Inc. CRD 306258 | Wealth Manager · Boutique (under $100M) | $9.6M | 42 | 44 | 1 | 09/29/2026 | ☆ | |
| 25535 | Adaptive Advisory, Llc CRD 175232 | Wealth Manager · Boutique (under $100M) | $9.6M | 16 | 39 | 1 | 03/26/2026 | ☆ | |
| 25536 | Nexus Capital Inc CRD 291866 | Matthews, NC | Insurance-Affiliated · Boutique (under $100M) | $9.6M | 61 | 75 | 3 | 03/19/2026 | ☆ |
| 25537 | Norma Financial Llc CRD 323740 | Wealth Manager · Boutique (under $100M) | $9.6M | 2 | 1 | 01/13/2026 | ☆ | ||
| 25538 | Monument Advisers Llc CRD 331623 | Carmel, IN | Wealth Manager · Boutique (under $100M) | $9.5M | 29 | 75 | 4 | 03/19/2026 | ☆ |
| 25539 | Hg Wealth Partners Llc CRD 330906 | Wealth Manager · Boutique (under $100M) | $9.5M | 23 | 23 | 3 | 06/09/2026 | ☆ | |
| 25540 | Krozel Capital Management, Llc CRD 174813 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $9.5M | 31 | 85 | 2 | 07/30/2026 | ☆ |
| 25541 | Sharpedge Financial Llc CRD 331971 | Wealth Manager · Boutique (under $100M) | $9.5M | 32 | 88 | 1 | 03/06/2026 | ☆ | |
| 25542 | Upland Capital Management CRD 125664 | Wealth Manager · Boutique (under $100M) | $9.5M | 8 | 10 | 1 | 03/31/2026 | ☆ | |
| 25543 | Avenue 90 Financial Llc CRD 325651 | Wealth Manager · Boutique (under $100M) | $9.5M | 10 | 41 | 1 | 03/31/2026 | ☆ | |
| 25544 | Armas Capital Management, Llc CRD 327090 | Houston, TX | Wealth Manager · Boutique (under $100M) | $9.5M | 10 | 19 | 1 | 10/07/2026 | ☆ |
| 25545 | Wiggin Financial Planning , P.A. CRD 151596 | Fort Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $9.5M | 30 | 57 | 2 | 06/24/2026 | ☆ |
| 25546 | Vector Asset Management Llc CRD 141275 | Wealth Manager · Boutique (under $100M) | $9.5M | 12 | 32 | 1 | 04/27/2026 | ☆ | |
| 25547 | E. Magnus Oppenheim & Co. Inc. CRD 14268 | New York, NY | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $9.5M | 11 | 7 | 1 | 03/31/2026 | ☆ |
| 25548 | Brooks Financial Of North Carolina, Llc CRD 317158 | Durham, NC | Insurance-Affiliated · Boutique (under $100M) | $9.5M | 59 | 103 | 1 | 02/25/2026 | ☆ |
| 25549 | Lampman Gary W. CRD 115640 | Wealth Manager · Boutique (under $100M) | $9.5M | 11 | 41 | 1 | 03/17/2026 | ☆ | |
| 25550 | Banning Wealth Management, Llc CRD 329597 | Wealth Manager · Boutique (under $100M) | $9.5M | 16 | 59 | 2 | 02/12/2026 | ☆ |