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 |
|---|---|---|---|---|---|---|---|---|---|
| 25801 | Schram, Lori CRD 329637 | Kansas City, MO | Wealth Manager · Boutique (under $100M) | $8.1M | 8 | 1 | 03/12/2024 | ☆ | |
| 25802 | Mccary Anheuser Wealth Management, Llc CRD 306810 | West Hartford, CT | Wealth Manager · Boutique (under $100M) | $8.1M | 5 | 3 | 1 | 02/11/2026 | ☆ |
| 25803 | Abram Asset Management, Inc. CRD 151265 | Wealth Manager · Boutique (under $100M) | $8.1M | 13 | 19 | 1 | 01/20/2026 | ☆ | |
| 25804 | Moonbridge Financial Design, Llc CRD 329605 | Wealth Manager · Boutique (under $100M) | $8.1M | 15 | 35 | 1 | 02/08/2026 | ☆ | |
| 25805 | Ridley Wealth Management Llc CRD 337811 | Wealth Manager · Boutique (under $100M) | $8.1M | 8 | 31 | 1 | 01/14/2026 | ☆ | |
| 25806 | Financial Freedom Management Llc CRD 281293 | Wealth Manager · Boutique (under $100M) | $8.1M | 21 | 75 | 2 | 03/02/2026 | ☆ | |
| 25807 | Vantage Point Wealth Management, Llc CRD 161166 | Insurance-Affiliated · Boutique (under $100M) | $8.1M | 21 | 21 | 1 | 07/13/2026 | ☆ | |
| 25808 | Foster Investment Management, Llc CRD 148766 | Wealth Manager · Boutique (under $100M) | $8.1M | 6 | 6 | 1 | 03/26/2026 | ☆ | |
| 25809 | Advanced Investment Strategies, Llc CRD 312562 | Wealth Manager · Boutique (under $100M) | $8.1M | 35 | 60 | 2 | 01/21/2026 | ☆ | |
| 25810 | Cox Gestao De Recursos Ltda. CRD 154897 | São Paulo | Private Fund Manager · Boutique (under $100M) | $8.1M | 2 | 2 | 4 | 02/04/2026 | ☆ |
| 25811 | Building Equities, Llc CRD 313539 | Wealth Manager · Boutique (under $100M) | $8.1M | 136 | 136 | 1 | 03/05/2026 | ☆ | |
| 25812 | Vivuto, Llc CRD 300385 | Washington, DC | Wealth Manager · Boutique (under $100M) | $8.1M | 111 | 138 | 1 | 03/19/2024 | ☆ |
| 25813 | Wullschleger Group Llc CRD 326769 | Madison, WI | Wealth Manager · Boutique (under $100M) | $8.1M | 15 | 40 | 2 | 01/20/2026 | ☆ |
| 25814 | Revise Capital Llc CRD 327778 | Wealth Manager · Boutique (under $100M) | $8.1M | 2 | 12 | 1 | 03/20/2026 | ☆ | |
| 25815 | Alternity Investment Advisors, Llc CRD 159463 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $8.1M | 25 | 25 | 1 | 03/07/2026 | ☆ |
| 25816 | Bird Rock Management, Llc CRD 174293 | Laguna Beach, CA | Private Fund Manager · Boutique (under $100M) | $8.1M | 1 | 1 | 2 | 02/24/2026 | ☆ |
| 25817 | Retegy Llc CRD 294291 | Wealth Manager · Boutique (under $100M) | $8.1M | 7 | 36 | 1 | 05/27/2026 | ☆ | |
| 25818 | The Financial Advocate Corporation CRD 159638 | Indianapolis, IN | Insurance-Affiliated · Boutique (under $100M) | $8.1M | 6 | 3 | 1 | 03/27/2025 | ☆ |
| 25819 | Bluestone Wealth Planning, Llc CRD 169555 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $8.1M | 22 | 43 | 1 | 07/30/2026 | ☆ |
| 25820 | Respire Wealth Management, Llc CRD 288245 | Wealth Manager · Boutique (under $100M) | $8.1M | 61 | 89 | 2 | 03/31/2026 | ☆ | |
| 25821 | Asset Lift Wealth Management, Llc CRD 142929 | Wealth Manager · Boutique (under $100M) | $8.1M | 27 | 39 | 1 | 03/31/2026 | ☆ | |
| 25822 | Masterworks Advisers, Llc CRD 324239 | New York, NY | Wealth Manager · Boutique (under $100M) | $8.1M | 1,045 | 1,045 | 13 | 07/29/2026 | ☆ |
| 25823 | Cresvita Capital Llc CRD 333252 | Wealth Manager · Boutique (under $100M) | $8.1M | 9 | 27 | 1 | 03/12/2026 | ☆ | |
| 25824 | Irish Capital Llc CRD 334498 | Wealth Manager · Boutique (under $100M) | $8.1M | 78 | 148 | 1 | 02/06/2026 | ☆ | |
| 25825 | 10 Th Street Capital Llc CRD 325171 | Insurance-Affiliated · Boutique (under $100M) | $8.1M | 20 | 25 | 1 | 01/06/2026 | ☆ | |
| 25826 | Brewer Financial Strategies Llc CRD 327062 | Wealth Manager · Boutique (under $100M) | $8.1M | 12 | 64 | 1 | 03/23/2026 | ☆ | |
| 25827 | 1180 Manager Llc CRD 335245 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $8.1M | 1 | 1 | 4 | 03/19/2026 | ☆ |
| 25828 | Plan & Act Pension Advisors CRD 284453 | Institutional / Pension Advisor · Boutique (under $100M) | $8.0M | 14 | 14 | 3 | 04/01/2026 | ☆ | |
| 25829 | Wright Planning, Llc CRD 319025 | Fishers, IN | Wealth Manager · Boutique (under $100M) | $8.0M | 13 | 48 | 2 | 02/27/2026 | ☆ |
| 25830 | Fair Park Capital Management Llc CRD 318117 | Insurance-Affiliated · Boutique (under $100M) | $8.0M | 28 | 54 | 1 | 03/25/2026 | ☆ | |
| 25831 | Alpha Lab Asset Management Inc. CRD 327388 | Wealth Manager · Boutique (under $100M) | $8.0M | 4 | 15 | 2 | 03/25/2026 | ☆ | |
| 25832 | Rudd, Fred Lynn CRD 111341 | Wealth Manager · Boutique (under $100M) | $8.0M | 19 | 19 | 1 | 01/17/2026 | ☆ | |
| 25833 | Maximus Wealth Advisors Llc CRD 299455 | Salt Lake City, UT | Wealth Manager · Boutique (under $100M) | $8.0M | 12 | 12 | 1 | 03/17/2026 | ☆ |
| 25834 | Mcwilliams Asset Management Inc. CRD 331404 | San Marcos, CA | Wealth Manager · Boutique (under $100M) | $8.0M | 27 | 27 | 1 | 06/24/2026 | ☆ |
| 25835 | Malvern Ridge Wealth Management CRD 297714 | Englewood Cliffs, NJ | Insurance-Affiliated · Boutique (under $100M) | $8.0M | 22 | 22 | 1 | 03/31/2026 | ☆ |
| 25836 | Roscoe Capital Management, Llc CRD 175129 | Wealth Manager · Boutique (under $100M) | $8.0M | 19 | 52 | 1 | 03/05/2026 | ☆ | |
| 25837 | Oakwood Advisory Group, Llc CRD 159691 | Private Fund Manager · Boutique (under $100M) | $8.0M | 12 | 21 | 1 | 03/29/2026 | ☆ | |
| 25838 | Lasure Capital Management, Ltd. CRD 128960 | Wealth Manager · Boutique (under $100M) | $8.0M | 9 | 20 | 1 | 05/11/2026 | ☆ | |
| 25839 | Hanks Capital Management, Llc CRD 168206 | Wealth Manager · Boutique (under $100M) | $8.0M | 24 | 38 | 2 | 03/31/2026 | ☆ | |
| 25840 | Wh Wealth Management Llc CRD 145680 | Wealth Manager · Boutique (under $100M) | $8.0M | 34 | 64 | 1 | 08/18/2026 | ☆ | |
| 25841 | Bleidorn Tax & Investment Services, Llc CRD 149544 | Wealth Manager · Boutique (under $100M) | $8.0M | 47 | 47 | 1 | 01/02/2026 | ☆ | |
| 25842 | Bloch Private Wealth, Llc CRD 144135 | Wealth Manager · Boutique (under $100M) | $8.0M | 7 | 24 | 1 | 02/18/2026 | ☆ | |
| 25843 | Charles Joseph Consentino, Iii CRD 128936 | Middleton, MA | Wealth Manager · Boutique (under $100M) | $8.0M | 50 | 50 | 1 | 07/12/2019 | ☆ |
| 25844 | Clout Inc. Advisors CRD 153396 | Tucson, AZ | Insurance-Affiliated · Boutique (under $100M) | $8.0M | 60 | 80 | 2 | 03/31/2023 | ☆ |
| 25845 | Emro Asset Management, Llc CRD 157178 | Wealth Manager · Boutique (under $100M) | $8.0M | 8 | 8 | 1 | 02/02/2023 | ☆ | |
| 25846 | James F Scott Investments Llc Dba Milestone Wealth Strategies CRD 162625 | Plano, TX | Wealth Manager · Boutique (under $100M) | $8.0M | 41 | 41 | 1 | 03/26/2024 | ☆ |
| 25847 | James Wheeler & Co. Advisors CRD 306498 | Insurance-Affiliated · Boutique (under $100M) | $8.0M | 15 | 15 | 0 | 06/25/2025 | ☆ | |
| 25848 | My Money Mgr Llc CRD 325395 | Wealth Manager · Boutique (under $100M) | $8.0M | 7 | 25 | 1 | 04/01/2026 | ☆ | |
| 25849 | Paradise Advisor Group Llc CRD 332698 | Wealth Manager · Boutique (under $100M) | $8.0M | 19 | 36 | 1 | 01/27/2026 | ☆ | |
| 25850 | Pgw Financial Llc CRD 333607 | Institutional / Pension Advisor · Boutique (under $100M) | $8.0M | 2 | 2 | 1 | 03/06/2026 | ☆ |