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 |
|---|---|---|---|---|---|---|---|---|---|
| 26151 | Fortis Wealth Management, Llc CRD 322409 | American Fork, UT | Wealth Manager · Boutique (under $100M) | $7.3M | 54 | 54 | 1 | 08/13/2026 | ☆ |
| 26152 | Lewis Berkeley Asset Management CRD 127352 | Wealth Manager · Boutique (under $100M) | $7.3M | 13 | 13 | 2 | 03/22/2024 | ☆ | |
| 26153 | On Keel Capital Llc CRD 311185 | Wealth Manager · Boutique (under $100M) | $7.3M | 3 | 8 | 1 | 05/12/2026 | ☆ | |
| 26154 | The Tiny House Adviser Llc CRD 325670 | Wealth Manager · Boutique (under $100M) | $7.3M | 13 | 49 | 1 | 02/23/2026 | ☆ | |
| 26155 | Level Up Financial Planning, Llc CRD 289967 | Wealth Manager · Boutique (under $100M) | $7.3M | 61 | 90 | 1 | 03/27/2026 | ☆ | |
| 26156 | Pembroke Wealth Management, Llc CRD 281341 | Wilmington, NC | Wealth Manager · Boutique (under $100M) | $7.3M | 25 | 23 | 1 | 03/30/2026 | ☆ |
| 26157 | Lakewealth Capital, Llc. CRD 298463 | Wealth Manager · Boutique (under $100M) | $7.3M | 54 | 67 | 1 | 02/18/2026 | ☆ | |
| 26158 | First Fidelity Group Llc CRD 174073 | Insurance-Affiliated · Boutique (under $100M) | $7.3M | 37 | 37 | 1 | 01/14/2026 | ☆ | |
| 26159 | Phase Line Financial Llc CRD 337906 | Wealth Manager · Boutique (under $100M) | $7.3M | 21 | 28 | 1 | 03/30/2026 | ☆ | |
| 26160 | Bdc Investment Advisors, Llc CRD 147627 | Private Fund Manager · Boutique (under $100M) | $7.3M | 1 | 1 | 2 | 03/10/2026 | ☆ | |
| 26161 | Global Autotrading Inc. CRD 143231 | Wealth Manager · Boutique (under $100M) | $7.3M | 113 | 131 | 2 | 09/22/2026 | ☆ | |
| 26162 | Don Brown Investment Advisor, Llc CRD 159741 | Wealth Manager · Boutique (under $100M) | $7.3M | 4 | 4 | 1 | 02/09/2026 | ☆ | |
| 26163 | Legacy Financial Solutions, Inc. CRD 114932 | Manchester, NH | Insurance-Affiliated · Boutique (under $100M) | $7.3M | 49 | 77 | 2 | 03/04/2026 | ☆ |
| 26164 | Options Trading & Education, Llc CRD 142122 | Santa Clarita, CA | Wealth Manager · Boutique (under $100M) | $7.3M | 12 | 27 | 1 | 06/10/2026 | ☆ |
| 26165 | Wuenschell Financial Services Llc CRD 327097 | Wealth Manager · Boutique (under $100M) | $7.3M | 16 | 37 | 1 | 03/17/2026 | ☆ | |
| 26166 | Prosperitage Wealth, Llc CRD 328338 | Wealth Manager · Boutique (under $100M) | $7.3M | 46 | 13 | 3 | 07/21/2026 | ☆ | |
| 26167 | Quantumleap Wealth Management, Llc CRD 173585 | St. Charles, MO | Wealth Manager · Boutique (under $100M) | $7.3M | 9 | 28 | 1 | 03/06/2026 | ☆ |
| 26168 | Rj Pace Financial, Llc CRD 125676 | Wealth Manager · Boutique (under $100M) | $7.3M | 13 | 24 | 1 | 03/30/2026 | ☆ | |
| 26169 | Cru Wealth Management Llc CRD 315476 | Wealth Manager · Boutique (under $100M) | $7.3M | 46 | 71 | 1 | 09/24/2026 | ☆ | |
| 26170 | Serene Wealth Planning, Llc CRD 304903 | Everett, WA | Wealth Manager · Boutique (under $100M) | $7.3M | 8 | 21 | 1 | 02/20/2026 | ☆ |
| 26171 | Priority Investment Management Llc CRD 332692 | Wealth Manager · Boutique (under $100M) | $7.3M | 46 | 90 | 1 | 03/16/2026 | ☆ | |
| 26172 | Financial Growth Management Inc. CRD 336548 | Wealth Manager · Boutique (under $100M) | $7.3M | 39 | 42 | 1 | 04/17/2026 | ☆ | |
| 26173 | Longhouse Investments Llc CRD 298119 | Encinitas, CA | Wealth Manager · Boutique (under $100M) | $7.3M | 49 | 49 | 2 | 06/02/2026 | ☆ |
| 26174 | Mt Ryan, Inc. CRD 168392 | San Clemente, CA | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 5 | 5 | 1 | 04/13/2026 | ☆ |
| 26175 | Choice Financial & Insurance Services, Inc. CRD 312049 | Brea, CA | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 38 | 89 | 1 | 03/02/2026 | ☆ |
| 26176 | Cumulare Asset Management, Llc CRD 288846 | Wealth Manager · Boutique (under $100M) | $7.2M | 11 | 15 | 1 | 03/19/2026 | ☆ | |
| 26177 | Green Investment Strategies, Incorporated CRD 325315 | Wealth Manager · Boutique (under $100M) | $7.2M | 7 | 26 | 1 | 01/23/2026 | ☆ | |
| 26178 | Strategic Wealth Investments, Llc CRD 299392 | Knoxville, TN | Wealth Manager · Boutique (under $100M) | $7.2M | 62 | 85 | 1 | 04/29/2026 | ☆ |
| 26179 | Timothy Lee Conner CRD 121661 | Wealth Manager · Boutique (under $100M) | $7.2M | 3 | 1 | 02/07/2025 | ☆ | ||
| 26180 | Privatus, Llc CRD 329121 | Rancho Cucamonga, CA | Wealth Manager · Boutique (under $100M) | $7.2M | 62 | 110 | 1 | 03/26/2026 | ☆ |
| 26181 | Binkley Wealth Management Group Llc CRD 159182 | Avon, IN | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 115 | 88 | 1 | 03/09/2026 | ☆ |
| 26182 | Gajardo Wealth Management Llc CRD 330711 | Lehi, UT | Wealth Manager · Boutique (under $100M) | $7.2M | 28 | 96 | 1 | 06/04/2026 | ☆ |
| 26183 | Ace Wealth Management Llc CRD 286354 | Wealth Manager · Boutique (under $100M) | $7.2M | 33 | 33 | 2 | 05/18/2026 | ☆ | |
| 26184 | Harborside Capital, Llc CRD 300857 | Wealth Manager · Boutique (under $100M) | $7.2M | 17 | 17 | 1 | 03/31/2026 | ☆ | |
| 26185 | Digital Wealth, Llc CRD 285369 | Wealth Manager · Boutique (under $100M) | $7.2M | 15 | 28 | 1 | 08/07/2026 | ☆ | |
| 26186 | Teton Wealth Management, Inc. CRD 138520 | Wealth Manager · Boutique (under $100M) | $7.2M | 6 | 1 | 11/17/2025 | ☆ | ||
| 26187 | American Advisors Llc CRD 284250 | Wealth Manager · Boutique (under $100M) | $7.2M | 14 | 14 | 1 | 02/23/2026 | ☆ | |
| 26188 | Scott S. Griffin CRD 125990 | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 29 | 29 | 1 | 03/05/2026 | ☆ | |
| 26189 | Eddinger, Nathan Charles CRD 168232 | Wealth Manager · Boutique (under $100M) | $7.2M | 11 | 56 | 1 | 07/22/2026 | ☆ | |
| 26190 | 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 | ☆ |
| 26191 | 48 Peaks Wealth Advisors Llc CRD 313956 | Minnetonka, MN | Insurance-Affiliated · Boutique (under $100M) | $7.2M | 16 | 16 | 1 | 03/24/2026 | ☆ |
| 26192 | Planning Within Reach, Llc CRD 165383 | Wealth Manager · Boutique (under $100M) | $7.2M | 42 | 26 | 1 | 01/22/2026 | ☆ | |
| 26193 | Cornerstone Advisors Llc CRD 325163 | Fayetteville, AR | Wealth Manager · Boutique (under $100M) | $7.2M | 71 | 71 | 6 | 09/30/2026 | ☆ |
| 26194 | Harris Wealth Advisors, Llc CRD 170938 | Wealth Manager · Boutique (under $100M) | $7.2M | 21 | 35 | 1 | 03/30/2020 | ☆ | |
| 26195 | Sentinel Financial Planning, Llc CRD 298782 | Wealth Manager · Boutique (under $100M) | $7.2M | 48 | 86 | 1 | 03/13/2026 | ☆ | |
| 26196 | Greystone Wealth Management Llc CRD 340127 | Huntington Beach, CA | Wealth Manager · Boutique (under $100M) | $7.2M | 25 | 41 | 5 | 09/01/2026 | ☆ |
| 26197 | Interval Capital Management, Llc CRD 300411 | Wealth Manager · Boutique (under $100M) | $7.1M | 6 | 6 | 1 | 03/27/2026 | ☆ | |
| 26198 | Simansky Investments, Llc CRD 124755 | Wealth Manager · Boutique (under $100M) | $7.1M | 10 | 10 | 1 | 01/29/2026 | ☆ | |
| 26199 | Lens Investments Llc CRD 166901 | Endowment & Foundation Advisor · Boutique (under $100M) | $7.1M | 1 | 1 | 01/07/2026 | ☆ | ||
| 26200 | The Bridge Financial Advisors Llc CRD 150298 | Wealth Manager · Boutique (under $100M) | $7.1M | 10 | 21 | 1 | 03/25/2026 | ☆ |