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 |
|---|---|---|---|---|---|---|---|---|---|
| 26051 | Serene Wealth Planning, Llc CRD 304903 | Everett, WA | Wealth Manager · Boutique (under $100M) | $7.3M | 8 | 21 | 1 | 02/20/2026 | ☆ |
| 26052 | Priority Investment Management Llc CRD 332692 | Wealth Manager · Boutique (under $100M) | $7.3M | 46 | 90 | 1 | 03/16/2026 | ☆ | |
| 26053 | Financial Growth Management Inc. CRD 336548 | Wealth Manager · Boutique (under $100M) | $7.3M | 39 | 42 | 1 | 04/17/2026 | ☆ | |
| 26054 | Longhouse Investments Llc CRD 298119 | Encinitas, CA | Wealth Manager · Boutique (under $100M) | $7.3M | 49 | 49 | 2 | 06/02/2026 | ☆ |
| 26055 | Mt Ryan, Inc. CRD 168392 | San Clemente, CA | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 5 | 5 | 1 | 04/13/2026 | ☆ |
| 26056 | Choice Financial & Insurance Services, Inc. CRD 312049 | Brea, CA | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 38 | 89 | 1 | 03/02/2026 | ☆ |
| 26057 | Cumulare Asset Management, Llc CRD 288846 | Wealth Manager · Boutique (under $100M) | $7.2M | 11 | 15 | 1 | 03/19/2026 | ☆ | |
| 26058 | Green Investment Strategies, Incorporated CRD 325315 | Wealth Manager · Boutique (under $100M) | $7.2M | 7 | 26 | 1 | 01/23/2026 | ☆ | |
| 26059 | Strategic Wealth Investments, Llc CRD 299392 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $7.2M | 62 | 85 | 1 | 04/29/2026 | ☆ |
| 26060 | Timothy Lee Conner CRD 121661 | Wealth Manager · Boutique (under $100M) | $7.2M | 3 | 1 | 02/07/2025 | ☆ | ||
| 26061 | Privatus, Llc CRD 329121 | Rancho Cucamonga, CA | Wealth Manager · Boutique (under $100M) | $7.2M | 62 | 110 | 1 | 03/26/2026 | ☆ |
| 26062 | Binkley Wealth Management Group Llc CRD 159182 | Avon, IN | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 115 | 88 | 1 | 03/09/2026 | ☆ |
| 26063 | Gajardo Wealth Management Llc CRD 330711 | Lehi, UT | Wealth Manager · Boutique (under $100M) | $7.2M | 28 | 96 | 1 | 06/04/2026 | ☆ |
| 26064 | Ace Wealth Management Llc CRD 286354 | Wealth Manager · Boutique (under $100M) | $7.2M | 33 | 33 | 2 | 05/18/2026 | ☆ | |
| 26065 | Wealth Management Strategies Financial Services, Llc CRD 291291 | Anaheim, CA | Wealth Manager · Boutique (under $100M) | $7.2M | 46 | 46 | 1 | 06/23/2026 | ☆ |
| 26066 | Harborside Capital, Llc CRD 300857 | Wealth Manager · Boutique (under $100M) | $7.2M | 17 | 17 | 1 | 03/31/2026 | ☆ | |
| 26067 | Digital Wealth, Llc CRD 285369 | Wealth Manager · Boutique (under $100M) | $7.2M | 15 | 28 | 1 | 08/07/2026 | ☆ | |
| 26068 | Teton Wealth Management, Inc. CRD 138520 | Wealth Manager · Boutique (under $100M) | $7.2M | 6 | 1 | 11/17/2025 | ☆ | ||
| 26069 | American Advisors Llc CRD 284250 | Wealth Manager · Boutique (under $100M) | $7.2M | 14 | 14 | 1 | 02/23/2026 | ☆ | |
| 26070 | Jpg Wealth Management, Llc CRD 174818 | Marietta, GA | Wealth Manager · Boutique (under $100M) | $7.2M | 33 | 33 | 1 | 03/21/2026 | ☆ |
| 26071 | Scott S. Griffin CRD 125990 | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 29 | 29 | 1 | 03/05/2026 | ☆ | |
| 26072 | Eddinger, Nathan Charles CRD 168232 | Wealth Manager · Boutique (under $100M) | $7.2M | 11 | 56 | 1 | 07/22/2026 | ☆ | |
| 26073 | Pacific Rock Capital, Llc CRD 148154 | Cardiff By The Sea, CA | Private Fund Manager · Boutique (under $100M) | $7.2M | 1 | 15 | 1 | 03/12/2026 | ☆ |
| 26074 | 48 Peaks Wealth Advisors Llc CRD 313956 | Minnetonka, MN | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 16 | 16 | 1 | 03/24/2026 | ☆ |
| 26075 | Planning Within Reach, Llc CRD 165383 | Wealth Manager · Boutique (under $100M) | $7.2M | 42 | 26 | 1 | 01/22/2026 | ☆ | |
| 26076 | Cornerstone Advisors Llc CRD 325163 | Fayetteville, AR | Wealth Manager · Boutique (under $100M) | $7.2M | 71 | 71 | 6 | 07/29/2026 | ☆ |
| 26077 | Harris Wealth Advisors, Llc CRD 170938 | Wealth Manager · Boutique (under $100M) | $7.2M | 21 | 35 | 1 | 03/30/2020 | ☆ | |
| 26078 | Coletta Capital, Llc CRD 322161 | Westlake, OH | Wealth Manager · Boutique (under $100M) | $7.2M | 25 | 53 | 1 | 02/03/2026 | ☆ |
| 26079 | Sentinel Financial Planning, Llc CRD 298782 | Wealth Manager · Boutique (under $100M) | $7.2M | 48 | 86 | 1 | 03/13/2026 | ☆ | |
| 26080 | Interval Capital Management, Llc CRD 300411 | Wealth Manager · Boutique (under $100M) | $7.1M | 6 | 6 | 1 | 03/27/2026 | ☆ | |
| 26081 | Simansky Investments, Llc CRD 124755 | Wealth Manager · Boutique (under $100M) | $7.1M | 10 | 10 | 1 | 01/29/2026 | ☆ | |
| 26082 | Lens Investments Llc CRD 166901 | Endowment & Foundation Advisor · Boutique (under $100M) | $7.1M | 1 | 1 | 01/07/2026 | ☆ | ||
| 26083 | The Bridge Financial Advisors Llc CRD 150298 | Wealth Manager · Boutique (under $100M) | $7.1M | 10 | 21 | 1 | 03/25/2026 | ☆ | |
| 26084 | Peters Financial Llc CRD 327680 | Wealth Manager · Boutique (under $100M) | $7.1M | 74 | 101 | 1 | 07/17/2026 | ☆ | |
| 26085 | Adler Financial Llc CRD 310978 | Wealth Manager · Boutique (under $100M) | $7.1M | 36 | 57 | 1 | 04/21/2026 | ☆ | |
| 26086 | Green Room Partners Llc CRD 310857 | Wealth Manager · Boutique (under $100M) | $7.1M | 7 | 7 | 1 | 02/18/2026 | ☆ | |
| 26087 | Matterhorn Investment Management (Asia) Limited CRD 161891 | Hong Kong | Private Fund Manager · Boutique (under $100M) | $7.1M | 1 | 1 | 1 | 09/29/2023 | ☆ |
| 26088 | Retirement Capital Management, Llc CRD 166609 | Murfreesboro, TN | Wealth Manager · Boutique (under $100M) | $7.1M | 38 | 68 | 1 | 03/23/2026 | ☆ |
| 26089 | Crl Advisors Llc CRD 300635 | Honolulu, HI | Wealth Manager · Boutique (under $100M) | $7.1M | 8 | 34 | 1 | 03/31/2026 | ☆ |
| 26090 | Golden State Advisors, Llc CRD 147475 | San Mateo, CA | Wealth Manager · Boutique (under $100M) | $7.1M | 14 | 28 | 1 | 03/30/2026 | ☆ |
| 26091 | Next Level Wealth Management, Llc CRD 296982 | Wealth Manager · Boutique (under $100M) | $7.1M | 7 | 11 | 1 | 03/24/2026 | ☆ | |
| 26092 | Meehan, Bernard Norman CRD 142437 | Wealth Manager · Boutique (under $100M) | $7.1M | 36 | 50 | 1 | 03/14/2024 | ☆ | |
| 26093 | Spaulding Greene Wealth Management, Llc CRD 143774 | Wealth Manager · Boutique (under $100M) | $7.1M | 6 | 22 | 2 | 03/27/2026 | ☆ | |
| 26094 | Mackhouse Capital, Llc CRD 146350 | Clarksville, IN | Wealth Manager · Boutique (under $100M) | $7.1M | 7 | 7 | 2 | 03/16/2026 | ☆ |
| 26095 | Sterling Financial Management, Inc. CRD 123268 | Insurance-Affiliated · Boutique (under $100M) | $7.1M | 10 | 10 | 1 | 08/28/2025 | ☆ | |
| 26096 | Full Circle Financial Planning CRD 327297 | Wealth Manager · Boutique (under $100M) | $7.1M | 44 | 33 | 1 | 02/24/2026 | ☆ | |
| 26097 | Unity Wealth Partners Llc CRD 316222 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $7.1M | 21 | 21 | 2 | 08/04/2026 | ☆ |
| 26098 | Berlin, Jonathan Antonio Meza CRD 330370 | Colonia Granada, Mexico City | Wealth Manager · Boutique (under $100M) | $7.1M | 18 | 25 | 2 | 06/22/2026 | ☆ |
| 26099 | Grand Ridge Capital, Llc CRD 135702 | Wealth Manager · Boutique (under $100M) | $7.1M | 10 | 10 | 1 | 03/27/2026 | ☆ | |
| 26100 | Bemrose Consulting, Llc CRD 336784 | Wealth Manager · Boutique (under $100M) | $7.1M | 11 | 1 | 03/30/2026 | ☆ |