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 |
|---|---|---|---|---|---|---|---|---|---|
| 25851 | F3 Wealth Management, Llc CRD 281633 | Insurance-Affiliated · Boutique (under $100M) | $8.4M | 41 | 41 | 1 | 03/26/2025 | ☆ | |
| 25852 | Peaceful Advisors Llc CRD 290238 | Tustin, CA | Wealth Manager · Boutique (under $100M) | $8.4M | 13 | 13 | 1 | 03/02/2026 | ☆ |
| 25853 | Richard Miller Financial Services, Llc CRD 159553 | Zanesville, OH | Wealth Manager · Boutique (under $100M) | $8.4M | 86 | 86 | 1 | 08/17/2026 | ☆ |
| 25854 | Time & Wealth Management, Llc CRD 323599 | Charleston, SC | Insurance-Affiliated · Boutique (under $100M) | $8.4M | 7 | 9 | 1 | 02/02/2026 | ☆ |
| 25855 | Dias Wealth, Llc CRD 304465 | Lake Mary, FL | Wealth Manager · Boutique (under $100M) | $8.4M | 11 | 11 | 1 | 03/27/2026 | ☆ |
| 25856 | Left Coast Investment Strategies Llc CRD 317112 | Wealth Manager · Boutique (under $100M) | $8.4M | 7 | 23 | 1 | 03/21/2026 | ☆ | |
| 25857 | Matterhorn Investment Management Llp CRD 139221 | London | Private Fund Manager · Boutique (under $100M) | $8.4M | 1 | 1 | 3 | 06/27/2026 | ☆ |
| 25858 | Triple Play Planning, Llc CRD 329117 | Wealth Manager · Boutique (under $100M) | $8.4M | 35 | 48 | 1 | 02/02/2026 | ☆ | |
| 25859 | Greater Wealth Llc CRD 326978 | Westport, CT | Wealth Manager · Boutique (under $100M) | $8.4M | 2 | 2 | 03/25/2026 | ☆ | |
| 25860 | Noble Wealth Advisors, Llc CRD 315974 | Zephryhills, FL | Wealth Manager · Boutique (under $100M) | $8.4M | 100 | 111 | 1 | 03/27/2026 | ☆ |
| 25861 | Lotusment Advisors, Llc CRD 310413 | Wealth Manager · Boutique (under $100M) | $8.4M | 46 | 72 | 1 | 03/23/2026 | ☆ | |
| 25862 | Structured Portfolio Solutions, Llc CRD 145978 | Institutional / Pension Advisor · Boutique (under $100M) | $8.4M | 4 | 9 | 1 | 04/21/2026 | ☆ | |
| 25863 | Bayesian Investment Management, Llc CRD 309285 | Wealth Manager · Boutique (under $100M) | $8.4M | 27 | 27 | 1 | 03/30/2026 | ☆ | |
| 25864 | Enlightened Advisors Wealth Management Llc CRD 288276 | Wealth Manager · Boutique (under $100M) | $8.4M | 42 | 85 | 1 | 07/24/2025 | ☆ | |
| 25865 | Better Pockets Financial Llc CRD 317366 | Fort Collins, CO | Wealth Manager · Boutique (under $100M) | $8.3M | 41 | 84 | 5 | 05/05/2026 | ☆ |
| 25866 | E2 Financial Services, Llc CRD 301193 | Wealth Manager · Boutique (under $100M) | $8.3M | 46 | 63 | 1 | 03/13/2026 | ☆ | |
| 25867 | Ferry Capital Management, Llc CRD 171725 | Wealth Manager · Boutique (under $100M) | $8.3M | 10 | 10 | 1 | 07/10/2026 | ☆ | |
| 25868 | Fangorn Financial Services Llc CRD 330686 | Wealth Manager · Boutique (under $100M) | $8.3M | 20 | 6 | 1 | 03/26/2026 | ☆ | |
| 25869 | Hoover Capital Management, Llc CRD 283177 | Southlake, TX | Wealth Manager · Boutique (under $100M) | $8.3M | 9 | 13 | 1 | 03/23/2026 | ☆ |
| 25870 | Shepherd's Financial Llc CRD 335206 | Knoxville, TN | Insurance-Affiliated · Boutique (under $100M) | $8.3M | 128 | 247 | 1 | 03/31/2026 | ☆ |
| 25871 | Kim Knotts Ria, Llc CRD 289830 | Folsom, CA | Insurance-Affiliated · Boutique (under $100M) | $8.3M | 29 | 51 | 1 | 03/25/2026 | ☆ |
| 25872 | National Christian Financial Advisors, Inc CRD 154794 | Wealth Manager · Boutique (under $100M) | $8.3M | 65 | 67 | 1 | 03/25/2026 | ☆ | |
| 25873 | Lattanzi Financial Services Llc CRD 282894 | Revere, MA | Insurance-Affiliated · Boutique (under $100M) | $8.3M | 28 | 47 | 2 | 03/25/2026 | ☆ |
| 25874 | Kleinsmith Resource Management, Llc CRD 164545 | Wealth Manager · Boutique (under $100M) | $8.3M | 37 | 37 | 1 | 03/26/2026 | ☆ | |
| 25875 | Horizon Advisors, Llc CRD 305250 | Rome, GA | Wealth Manager · Boutique (under $100M) | $8.3M | 72 | 72 | 1 | 01/05/2026 | ☆ |
| 25876 | Alpenglow Advisors Llc CRD 306067 | Wealth Manager · Boutique (under $100M) | $8.3M | 22 | 41 | 1 | 03/31/2026 | ☆ | |
| 25877 | Therawealth, Llc CRD 337978 | Southlake, TX | Insurance-Affiliated · Boutique (under $100M) | $8.3M | 21 | 42 | 1 | 09/24/2026 | ☆ |
| 25878 | Rcs Financial Advisors, Ltd CRD 121689 | Wealth Manager · Boutique (under $100M) | $8.3M | 25 | 36 | 1 | 02/19/2026 | ☆ | |
| 25879 | The Real Wealth Coterie Llc CRD 330683 | Wealth Manager · Boutique (under $100M) | $8.3M | 30 | 66 | 1 | 03/11/2026 | ☆ | |
| 25880 | Monroe Financial Inc. CRD 304658 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $8.3M | 118 | 118 | 1 | 03/18/2026 | ☆ |
| 25881 | M.D. Sass Macquarie Financial Strategies Management Company, Llc CRD 124506 | New York, NY | Private Fund Manager · Boutique (under $100M) | $8.3M | 2 | 2 | 6 | 03/31/2026 | ☆ |
| 25882 | U.S. Cherry Llc CRD 311564 | St. Petersburg, FL | Investment Adviser · Boutique (under $100M) | $8.3M | 160 | 164 | 1 | 03/09/2026 | ☆ |
| 25883 | Jpg Wealth Management, Llc CRD 174818 | Marietta, GA | Wealth Manager · Boutique (under $100M) | $8.3M | 33 | 33 | 1 | 09/11/2026 | ☆ |
| 25884 | Roan, Michael Clark CRD 156284 | Insurance-Affiliated · Boutique (under $100M) | $8.3M | 18 | 18 | 1 | 02/02/2023 | ☆ | |
| 25885 | R1 T1 Financial Llc CRD 323834 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $8.3M | 72 | 120 | 1 | 03/23/2026 | ☆ |
| 25886 | Ades Wealth Management Inc. CRD 284950 | Allenhurst, NJ | Wealth Manager · Boutique (under $100M) | $8.3M | 5 | 8 | 1 | 01/12/2026 | ☆ |
| 25887 | Mccann Investment Management Llc CRD 315149 | Lodi, CA | Wealth Manager · Boutique (under $100M) | $8.3M | 113 | 212 | 1 | 03/26/2026 | ☆ |
| 25888 | Adaptive Advice, Llc CRD 310529 | Omaha, NE | Wealth Manager · Boutique (under $100M) | $8.3M | 18 | 48 | 4 | 07/17/2026 | ☆ |
| 25889 | Harvest Financial Planning Associates, Llc CRD 334825 | Wealth Manager · Boutique (under $100M) | $8.3M | 33 | 33 | 1 | 01/29/2026 | ☆ | |
| 25890 | Intergeneration Capital Management, Llc CRD 159087 | Boston, MA | Private Fund Manager · Boutique (under $100M) | $8.3M | 2 | 2 | 3 | 03/23/2026 | ☆ |
| 25891 | Schumpert Investments, Llc CRD 307863 | Wealth Manager · Boutique (under $100M) | $8.3M | 69 | 170 | 1 | 03/16/2026 | ☆ | |
| 25892 | Healthy Wealth Llc CRD 330789 | Wealth Manager · Boutique (under $100M) | $8.3M | 16 | 77 | 1 | 07/07/2026 | ☆ | |
| 25893 | Rls Financial Group, Inc. CRD 125914 | Insurance-Affiliated · Boutique (under $100M) | $8.3M | 28 | 28 | 1 | 03/21/2026 | ☆ | |
| 25894 | Alpha Prime Capital, Llc CRD 296940 | Wealth Manager · Boutique (under $100M) | $8.3M | 16 | 19 | 1 | 01/24/2026 | ☆ | |
| 25895 | Blacksmith Advisors Llc CRD 160060 | Wealth Manager · Boutique (under $100M) | $8.3M | 50 | 67 | 1 | 03/20/2026 | ☆ | |
| 25896 | Southbridge Capital Partners Llc CRD 331473 | Chattanooga, TN | Wealth Manager · Boutique (under $100M) | $8.2M | 18 | 29 | 1 | 10/09/2026 | ☆ |
| 25897 | Pomegranate Financial Llc CRD 308992 | Wealth Manager · Boutique (under $100M) | $8.2M | 35 | 36 | 1 | 02/13/2026 | ☆ | |
| 25898 | Castleark Alternatives, Llc CRD 288893 | Chicago, IL | Private Fund Manager · Boutique (under $100M) | $8.2M | 1 | 1 | 5 | 04/01/2026 | ☆ |
| 25899 | Lionsight Capital, Llc CRD 163757 | Wealth Manager · Boutique (under $100M) | $8.2M | 16 | 26 | 1 | 02/03/2026 | ☆ | |
| 25900 | Plan Wise Wealth Group, Llc CRD 333706 | Indianapolis, IN | Wealth Manager · Boutique (under $100M) | $8.2M | 40 | 56 | 2 | 08/26/2026 | ☆ |