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 |
|---|---|---|---|---|---|---|---|---|---|
| 26051 | Hughes Family Capital, Llc CRD 338201 | Grand Rapids, MI | Wealth Manager · Boutique (under $100M) | $7.7M | 8 | 13 | 3 | 08/13/2026 | ☆ |
| 26052 | Macfarlane Investors Llc CRD 315984 | Wealth Manager · Boutique (under $100M) | $7.7M | 167 | 167 | 2 | 08/21/2026 | ☆ | |
| 26053 | Coletta Capital, Llc CRD 322161 | Rocky River, OH | Wealth Manager · Boutique (under $100M) | $7.7M | 26 | 62 | 1 | 09/09/2026 | ☆ |
| 26054 | Rio Financial Planning, Llc CRD 301786 | Wealth Manager · Boutique (under $100M) | $7.7M | 33 | 59 | 1 | 01/10/2026 | ☆ | |
| 26055 | Pioneer Financial, Inc. CRD 137940 | South Hadley, MA | Insurance-Affiliated · Boutique (under $100M) | $7.7M | 94 | 122 | 2 | 03/07/2022 | ☆ |
| 26056 | Jro Wealth Management Llc CRD 330208 | Wealth Manager · Boutique (under $100M) | $7.7M | 8 | 30 | 1 | 05/11/2026 | ☆ | |
| 26057 | Maverick Private Wealth Llc CRD 175105 | Wealth Manager · Boutique (under $100M) | $7.7M | 8 | 19 | 3 | 03/24/2026 | ☆ | |
| 26058 | Providers & Families Wealth Management CRD 318230 | Insurance-Affiliated · Boutique (under $100M) | $7.7M | 56 | 65 | 2 | 04/24/2026 | ☆ | |
| 26059 | Farmers Asset Management, Llc CRD 336230 | Westlake Village, CA | Wealth Manager · Boutique (under $100M) | $7.7M | 9 | 9 | 24 | 10/05/2026 | ☆ |
| 26060 | Sweetgrass Financial Planning, Llc CRD 289291 | Wealth Manager · Boutique (under $100M) | $7.6M | 25 | 66 | 1 | 03/31/2026 | ☆ | |
| 26061 | Sterling Financial Management, Inc. CRD 123268 | Insurance-Affiliated · Boutique (under $100M) | $7.6M | 10 | 10 | 1 | 08/31/2026 | ☆ | |
| 26062 | Powers Financial Group, Llc CRD 306913 | Naperville, IL | Insurance-Affiliated · Boutique (under $100M) | $7.6M | 46 | 46 | 1 | 03/31/2026 | ☆ |
| 26063 | Money Blossoms, Llc CRD 318218 | Wealth Manager · Boutique (under $100M) | $7.6M | 11 | 18 | 1 | 10/05/2026 | ☆ | |
| 26064 | Petra Wealth Management, Llc CRD 332830 | Wealth Manager · Boutique (under $100M) | $7.6M | 21 | 66 | 1 | 03/27/2026 | ☆ | |
| 26065 | Glacier Point Advisors, Llc CRD 219515 | Tustin, CA | Wealth Manager · Boutique (under $100M) | $7.6M | 20 | 33 | 1 | 02/17/2026 | ☆ |
| 26066 | Chow, Brian Gee Yin CRD 124289 | Wealth Manager · Boutique (under $100M) | $7.6M | 3 | 4 | 2 | 04/13/2026 | ☆ | |
| 26067 | Blsh Wealth Management Llc CRD 337744 | Wealth Manager · Boutique (under $100M) | $7.6M | 19 | 2 | 03/06/2026 | ☆ | ||
| 26068 | C.T. Kares Advisory Group, Inc. CRD 117829 | Wealth Manager · Boutique (under $100M) | $7.6M | 25 | 25 | 1 | 02/04/2026 | ☆ | |
| 26069 | Channel Investment Partners Llc CRD 308031 | Mutual Fund / Asset Manager · Boutique (under $100M) | $7.6M | 1 | 1 | 2 | 01/28/2026 | ☆ | |
| 26070 | Atomic Planning Llc CRD 313965 | Wealth Manager · Boutique (under $100M) | $7.6M | 18 | 50 | 1 | 03/31/2026 | ☆ | |
| 26071 | Ethos Financial Planning Llc CRD 333162 | Wealth Manager · Boutique (under $100M) | $7.6M | 15 | 20 | 1 | 02/14/2026 | ☆ | |
| 26072 | Greenwood Wealth Management, Llc CRD 311352 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $7.6M | 34 | 51 | 1 | 03/09/2026 | ☆ |
| 26073 | Griffon Investment Advisors Incorporated CRD 287863 | Troy, MI | Institutional / Pension Advisor · Boutique (under $100M) | $7.6M | 6 | 6 | 1 | 03/25/2026 | ☆ |
| 26074 | Pennsylvania Advisory Services, Inc. CRD 298812 | Wealth Manager · Boutique (under $100M) | $7.6M | 86 | 146 | 2 | 03/27/2026 | ☆ | |
| 26075 | Tandem Views Investment Services, Llc CRD 281611 | Lake Oswego, OR | Wealth Manager · Boutique (under $100M) | $7.6M | 13 | 35 | 1 | 03/17/2026 | ☆ |
| 26076 | Rimac Capital Llc CRD 329760 | Wealth Manager · Boutique (under $100M) | $7.6M | 20 | 45 | 2 | 02/12/2026 | ☆ | |
| 26077 | Fallenbaum Cpa & Advisors, Llc CRD 154314 | Plantation, FL | Wealth Manager · Boutique (under $100M) | $7.6M | 12 | 27 | 1 | 04/23/2026 | ☆ |
| 26078 | Modern Assets, Llc CRD 285269 | Wealth Manager · Boutique (under $100M) | $7.6M | 25 | 54 | 1 | 10/04/2026 | ☆ | |
| 26079 | Townsend, Adam Timothy CRD 166558 | Wealth Manager · Boutique (under $100M) | $7.6M | 22 | 38 | 1 | 03/24/2026 | ☆ | |
| 26080 | Lynch Financial Group Llc CRD 326983 | Denver, CO | Wealth Manager · Boutique (under $100M) | $7.6M | 18 | 46 | 2 | 01/08/2026 | ☆ |
| 26081 | Ravello Partners Llc CRD 164718 | Sag Harbor, NY | Wealth Manager · Boutique (under $100M) | $7.6M | 8 | 8 | 1 | 08/13/2026 | ☆ |
| 26082 | Kv Financial Advice Llc CRD 331462 | Wealth Manager · Boutique (under $100M) | $7.6M | 13 | 1 | 04/01/2026 | ☆ | ||
| 26083 | Haven Financial Partners Llc CRD 336748 | Virginia Beach, VA | Wealth Manager · Boutique (under $100M) | $7.6M | 9 | 39 | 1 | 03/30/2026 | ☆ |
| 26084 | Finacura Advisory Llc CRD 325447 | Cumming, GA | Wealth Manager · Boutique (under $100M) | $7.6M | 17 | 17 | 1 | 01/19/2026 | ☆ |
| 26085 | Analogous Investment Management Limited Liability Company CRD 308409 | Wealth Manager · Boutique (under $100M) | $7.5M | 14 | 27 | 1 | 09/23/2026 | ☆ | |
| 26086 | Iwm Advisory, Llc CRD 308965 | Wealth Manager · Boutique (under $100M) | $7.5M | 79 | 79 | 4 | 03/27/2026 | ☆ | |
| 26087 | Sentry Capital Management, Llc CRD 308480 | Investment Adviser · Boutique (under $100M) | $7.5M | 4 | 7 | 1 | 01/16/2026 | ☆ | |
| 26088 | Fulcrum Wealth Systems, Llc CRD 326548 | Wealth Manager · Boutique (under $100M) | $7.5M | 39 | 39 | 1 | 03/25/2026 | ☆ | |
| 26089 | Global Steward Advisors, Llc CRD 119898 | Leola, PA | Insurance-Affiliated · Boutique (under $100M) | $7.5M | 40 | 96 | 1 | 08/27/2026 | ☆ |
| 26090 | Shryack, John Edward CRD 164184 | Wealth Manager · Boutique (under $100M) | $7.5M | 6 | 13 | 1 | 01/14/2026 | ☆ | |
| 26091 | Crawford, Dennis Earl CRD 124256 | Wealth Manager · Boutique (under $100M) | $7.5M | 52 | 52 | 1 | 02/14/2026 | ☆ | |
| 26092 | Austin Creek Capital, Llc CRD 313554 | Mill Valley, CA | Wealth Manager · Boutique (under $100M) | $7.5M | 23 | 38 | 1 | 07/24/2026 | ☆ |
| 26093 | Gaul, Harry William CRD 169221 | Wealth Manager · Boutique (under $100M) | $7.5M | 5 | 1 | 01/05/2026 | ☆ | ||
| 26094 | Grand Street Wealth Management, Llc CRD 165488 | Wealth Manager · Boutique (under $100M) | $7.5M | 9 | 18 | 1 | 03/25/2026 | ☆ | |
| 26095 | Kanakaris And Associates CRD 285233 | Woodstock, GA | Wealth Manager · Boutique (under $100M) | $7.5M | 62 | 101 | 2 | 03/31/2021 | ☆ |
| 26096 | Cognition Financial Llc CRD 330292 | Wealth Manager · Boutique (under $100M) | $7.5M | 26 | 61 | 1 | 03/27/2026 | ☆ | |
| 26097 | Ctg Wealth Management Llc CRD 329725 | Wealth Manager · Boutique (under $100M) | $7.5M | 10 | 20 | 1 | 02/09/2026 | ☆ | |
| 26098 | Analytical Investment Services CRD 111235 | La Crosse, WI | Wealth Manager · Boutique (under $100M) | $7.5M | 34 | 34 | 1 | 02/05/2026 | ☆ |
| 26099 | 3 Cm Capital Management, Llc CRD 306733 | Insurance-Affiliated · Boutique (under $100M) | $7.5M | 73 | 73 | 2 | 04/14/2026 | ☆ | |
| 26100 | Liberty Solutions Dvbe Inc. CRD 304043 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $7.5M | 29 | 42 | 0 | 03/30/2026 | ☆ |