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 |
|---|---|---|---|---|---|---|---|---|---|
| 26201 | Peters Financial Llc CRD 327680 | Wealth Manager · Boutique (under $100M) | $7.1M | 74 | 101 | 1 | 07/17/2026 | ☆ | |
| 26202 | Adler Financial Llc CRD 310978 | Wealth Manager · Boutique (under $100M) | $7.1M | 36 | 57 | 1 | 04/21/2026 | ☆ | |
| 26203 | Green Room Partners Llc CRD 310857 | Wealth Manager · Boutique (under $100M) | $7.1M | 7 | 7 | 1 | 02/18/2026 | ☆ | |
| 26204 | Matterhorn Investment Management (Asia) Limited CRD 161891 | Hong Kong | Private Fund Manager · Boutique (under $100M) | $7.1M | 1 | 1 | 1 | 09/29/2023 | ☆ |
| 26205 | Retirement Capital Management, Llc CRD 166609 | Murfreesboro, TN | Wealth Manager · Boutique (under $100M) | $7.1M | 38 | 68 | 1 | 03/23/2026 | ☆ |
| 26206 | Crl Advisors Llc CRD 300635 | Honolulu, HI | Wealth Manager · Boutique (under $100M) | $7.1M | 8 | 34 | 1 | 03/31/2026 | ☆ |
| 26207 | Golden State Advisors, Llc CRD 147475 | San Mateo, CA | Wealth Manager · Boutique (under $100M) | $7.1M | 14 | 28 | 1 | 03/30/2026 | ☆ |
| 26208 | Next Level Wealth Management, Llc CRD 296982 | Wealth Manager · Boutique (under $100M) | $7.1M | 7 | 11 | 1 | 03/24/2026 | ☆ | |
| 26209 | Meehan, Bernard Norman CRD 142437 | Wealth Manager · Boutique (under $100M) | $7.1M | 36 | 50 | 1 | 03/14/2024 | ☆ | |
| 26210 | Spaulding Greene Wealth Management, Llc CRD 143774 | Wealth Manager · Boutique (under $100M) | $7.1M | 6 | 22 | 2 | 03/27/2026 | ☆ | |
| 26211 | Mackhouse Capital, Llc CRD 146350 | Clarksville, IN | Wealth Manager · Boutique (under $100M) | $7.1M | 7 | 7 | 2 | 03/16/2026 | ☆ |
| 26212 | Full Circle Financial Planning CRD 327297 | Wealth Manager · Boutique (under $100M) | $7.1M | 44 | 33 | 1 | 02/24/2026 | ☆ | |
| 26213 | Unity Wealth Partners Llc CRD 316222 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $7.1M | 21 | 21 | 2 | 08/04/2026 | ☆ |
| 26214 | Berlin, Jonathan Antonio Meza CRD 330370 | Colonia Granada, Mexico City | Wealth Manager · Boutique (under $100M) | $7.1M | 18 | 25 | 2 | 06/22/2026 | ☆ |
| 26215 | Grand Ridge Capital, Llc CRD 135702 | Wealth Manager · Boutique (under $100M) | $7.1M | 10 | 10 | 1 | 03/27/2026 | ☆ | |
| 26216 | J.P. Aubry Wealth Advisors, Llc CRD 322467 | Orlando, FL | Wealth Manager · Boutique (under $100M) | $7.1M | 56 | 56 | 1 | 09/03/2026 | ☆ |
| 26217 | Bemrose Consulting, Llc CRD 336784 | Wealth Manager · Boutique (under $100M) | $7.1M | 11 | 1 | 03/30/2026 | ☆ | ||
| 26218 | David Lewis Karp CRD 141477 | Wealth Manager · Boutique (under $100M) | $7.1M | 17 | 34 | 1 | 05/08/2026 | ☆ | |
| 26219 | Synthesis Capital Group Llc CRD 312144 | Wealth Manager · Boutique (under $100M) | $7.1M | 47 | 76 | 2 | 09/21/2026 | ☆ | |
| 26220 | Redmont Capital, Llc CRD 298636 | Birmingham, AL | Private Fund Manager · Boutique (under $100M) | $7.1M | 1 | 1 | 4 | 03/30/2026 | ☆ |
| 26221 | Mende Financial Council, Inc. CRD 335136 | Wealth Manager · Boutique (under $100M) | $7.1M | 14 | 14 | 1 | 09/02/2026 | ☆ | |
| 26222 | Cherrywood Private Capital, Llc CRD 139240 | Wealth Manager · Boutique (under $100M) | $7.1M | 14 | 1 | 03/25/2026 | ☆ | ||
| 26223 | M Stevens Wealth Advisors, Llc CRD 291482 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $7.1M | 37 | 59 | 2 | 03/26/2026 | ☆ |
| 26224 | Zaki Financial Llc CRD 297921 | Indianapolis, IN | Wealth Manager · Boutique (under $100M) | $7.1M | 42 | 42 | 3 | 03/23/2026 | ☆ |
| 26225 | Fortress Financial Partners Llc CRD 328804 | Florence, KY | Wealth Manager · Boutique (under $100M) | $7.1M | 16 | 36 | 2 | 06/24/2026 | ☆ |
| 26226 | Dejarnatt, Paul Edward CRD 138820 | Pleasanton, CA | Wealth Manager · Boutique (under $100M) | $7.1M | 5 | 13 | 1 | 03/31/2026 | ☆ |
| 26227 | Live Oak Advisors, Llc CRD 118417 | Wealth Manager · Boutique (under $100M) | $7.1M | 3 | 1 | 03/26/2026 | ☆ | ||
| 26228 | N CRD 315753 | Private Fund Manager · Boutique (under $100M) | $7.1M | 2 | 2 | 2 | 03/11/2025 | ☆ | |
| 26229 | Plan Ahead Advisors, Inc. CRD 168685 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $7.1M | 5 | 11 | 1 | 08/28/2025 | ☆ |
| 26230 | Pj9 K Adivisors Llc CRD 336140 | Mission Viejo, CA | Wealth Manager · Boutique (under $100M) | $7.1M | 10 | 10 | 1 | 03/27/2026 | ☆ |
| 26231 | Redgrove Capital Llc. CRD 166142 | Wealth Manager · Boutique (under $100M) | $7.1M | 12 | 18 | 1 | 03/16/2026 | ☆ | |
| 26232 | S12 Group Llc CRD 333997 | Endowment & Foundation Advisor · Boutique (under $100M) | $7.1M | 10 | 10 | 1 | 05/27/2026 | ☆ | |
| 26233 | Sar Services, Inc. CRD 113579 | Wealth Manager · Boutique (under $100M) | $7.0M | 39 | 39 | 1 | 08/19/2026 | ☆ | |
| 26234 | Priority Financial Advisors, Llc CRD 143405 | Wealth Manager · Boutique (under $100M) | $7.0M | 12 | 153 | 0 | 01/09/2026 | ☆ | |
| 26235 | Scope Wealth Management, Llc CRD 179534 | Wealth Manager · Boutique (under $100M) | $7.0M | 23 | 23 | 2 | 03/11/2026 | ☆ | |
| 26236 | Lipton Capital Management CRD 141767 | Wealth Manager · Boutique (under $100M) | $7.0M | 15 | 15 | 1 | 03/19/2026 | ☆ | |
| 26237 | Savrin Llc CRD 291554 | Wealth Manager · Boutique (under $100M) | $7.0M | 19 | 39 | 1 | 06/01/2026 | ☆ | |
| 26238 | Clairwell Financial Planning Llc CRD 328505 | Wealth Manager · Boutique (under $100M) | $7.0M | 9 | 36 | 1 | 03/30/2026 | ☆ | |
| 26239 | Vitality Planning, Llc CRD 315580 | Wealth Manager · Boutique (under $100M) | $7.0M | 8 | 1 | 03/30/2026 | ☆ | ||
| 26240 | Andrae Financial Services Llc CRD 277134 | Wealth Manager · Boutique (under $100M) | $7.0M | 26 | 38 | 1 | 02/17/2026 | ☆ | |
| 26241 | Garrison Phillips, Llc CRD 136156 | Rye Brook, NY | Insurance-Affiliated · Boutique (under $100M) | $7.0M | 17 | 17 | 1 | 03/30/2026 | ☆ |
| 26242 | Rabkin Advisors Llc CRD 288531 | Wealth Manager · Boutique (under $100M) | $7.0M | 13 | 29 | 1 | 01/04/2026 | ☆ | |
| 26243 | Alphavista Asset Management Llc CRD 329866 | Wealth Manager · Boutique (under $100M) | $7.0M | 4 | 4 | 1 | 09/02/2026 | ☆ | |
| 26244 | Baker & Company Advisory Group Inc CRD 123671 | Decatur, IL | Insurance-Affiliated · Boutique (under $100M) | $7.0M | 46 | 47 | 1 | 05/23/2024 | ☆ |
| 26245 | Bradley Wealth Group, Llc CRD 337777 | Wealth Manager · Boutique (under $100M) | $7.0M | 25 | 103 | 1 | 05/14/2026 | ☆ | |
| 26246 | Brigham Jr, William H CRD 122667 | Mobile, AL | Wealth Manager · Boutique (under $100M) | $7.0M | 10 | 15 | 1 | 05/16/2025 | ☆ |
| 26247 | Brilliant Financial Advisors Llc CRD 327147 | Wealth Manager · Boutique (under $100M) | $7.0M | 86 | 86 | 1 | 03/12/2026 | ☆ | |
| 26248 | Cgaa Inc CRD 331075 | Hauppauge, NY | Investment Adviser · Boutique (under $100M) | $7.0M | 1 | 1 | 1 | 02/24/2026 | ☆ |
| 26249 | Crockett Wealth Management, Inc. CRD 322684 | Insurance-Affiliated · Boutique (under $100M) | $7.0M | 32 | 44 | 1 | 05/18/2026 | ☆ | |
| 26250 | Decca Private Wealth Management, Inc. CRD 328165 | Austin, TX | Wealth Manager · Boutique (under $100M) | $7.0M | 47 | 73 | 3 | 04/06/2026 | ☆ |