Investment advisers
44,643 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 |
|---|---|---|---|---|---|---|---|---|---|
| 26451 | Marketocracy Capital Management Llc CRD 109168 | Wealth Manager · Boutique (under $100M) | $6.0M | 50 | 50 | 2 | 07/23/2018 | ☆ | |
| 26452 | Mindie Molina Investments, Llc CRD 323378 | Stuart, FL | Wealth Manager · Boutique (under $100M) | $6.0M | 43 | 43 | 1 | 04/15/2025 | ☆ |
| 26453 | Northwoods Wealth Management CRD 135236 | Boothbay Harbor, ME | Insurance-Affiliated · Boutique (under $100M) | $6.0M | 30 | 1 | 09/05/2025 | ☆ | |
| 26454 | Osher Capital, Llc CRD 147412 | Wealth Manager · Boutique (under $100M) | $6.0M | 3 | 6 | 1 | 04/27/2026 | ☆ | |
| 26455 | Prism Capital Management, Llc CRD 144989 | Wealth Manager · Boutique (under $100M) | $6.0M | 5 | 10 | 1 | 08/07/2026 | ☆ | |
| 26456 | Qmulate Capital, Llc CRD 277124 | Wealth Manager · Boutique (under $100M) | $6.0M | 31 | 31 | 1 | 05/08/2026 | ☆ | |
| 26457 | Quam Wealth Advisory Group Llc CRD 155903 | Insurance-Affiliated · Boutique (under $100M) | $6.0M | 40 | 0 | 02/05/2015 | ☆ | ||
| 26458 | Star Llc CRD 145001 | Campbell, CA | Insurance-Affiliated · Boutique (under $100M) | $6.0M | 12 | 10 | 1 | 04/16/2026 | ☆ |
| 26459 | Time Advisors Usa, Llc CRD 332980 | Wealth Manager · Boutique (under $100M) | $6.0M | 3 | 3 | 1 | 02/05/2026 | ☆ | |
| 26460 | Bcm Benefits Inc. CRD 146182 | Wealth Manager · Boutique (under $100M) | $6.0M | 48 | 49 | 1 | 09/24/2020 | ☆ | |
| 26461 | Lebrigh Life Planners, Llc CRD 132060 | Wealth Manager · Boutique (under $100M) | $6.0M | 4 | 1 | 07/22/2026 | ☆ | ||
| 26462 | Altruistic Advisor Llc CRD 329799 | Wealth Manager · Boutique (under $100M) | $6.0M | 9 | 9 | 1 | 03/05/2026 | ☆ | |
| 26463 | Ascendance Wealth CRD 142583 | Wealth Manager · Boutique (under $100M) | $6.0M | 19 | 19 | 1 | 08/14/2026 | ☆ | |
| 26464 | Garcia Financial Planning Llc CRD 339060 | Meridian, ID | Wealth Manager · Boutique (under $100M) | $6.0M | 46 | 100 | 1 | 07/20/2026 | ☆ |
| 26465 | Camacho Capital Planning Advisors Llc CRD 325184 | Monmouth Junction, NJ | Wealth Manager · Boutique (under $100M) | $6.0M | 23 | 23 | 1 | 03/10/2026 | ☆ |
| 26466 | Summit Vision Financial, Llc CRD 299660 | Wealth Manager · Boutique (under $100M) | $6.0M | 39 | 75 | 1 | 03/31/2026 | ☆ | |
| 26467 | Mead Capital Management, Llc CRD 172416 | Wealth Manager · Boutique (under $100M) | $6.0M | 25 | 58 | 1 | 03/23/2026 | ☆ | |
| 26468 | Wealth & Business Planning Group, Llc CRD 146151 | Maitland, FL | Insurance-Affiliated · Boutique (under $100M) | $6.0M | 31 | 31 | 1 | 03/27/2026 | ☆ |
| 26469 | Brg Financial, Llc CRD 327813 | Wealth Manager · Boutique (under $100M) | $6.0M | 23 | 54 | 1 | 02/04/2026 | ☆ | |
| 26470 | Royal Financial Investment Group, Llc CRD 316433 | Wealth Manager · Boutique (under $100M) | $6.0M | 50 | 41 | 2 | 07/29/2026 | ☆ | |
| 26471 | Ambastha Financial Llc CRD 300294 | Wealth Manager · Boutique (under $100M) | $5.9M | 5 | 14 | 2 | 01/12/2026 | ☆ | |
| 26472 | Indy Wealth Solutions, Llc CRD 283634 | Insurance-Affiliated · Boutique (under $100M) | $5.9M | 78 | 234 | 1 | 03/19/2026 | ☆ | |
| 26473 | Dubois Wealth Management, Llc CRD 310487 | Wealth Manager · Boutique (under $100M) | $5.9M | 14 | 44 | 1 | 01/27/2026 | ☆ | |
| 26474 | Del Gallo Financial Services, Llc CRD 148260 | Avon, CT | Insurance-Affiliated · Boutique (under $100M) | $5.9M | 12 | 12 | 1 | 07/30/2026 | ☆ |
| 26475 | Unlimited Timing Service, Inc. CRD 107770 | Insurance-Affiliated · Boutique (under $100M) | $5.9M | 37 | 37 | 1 | 01/21/2026 | ☆ | |
| 26476 | Elm Asset Management Inc. CRD 114199 | Denton, TX | Wealth Manager · Boutique (under $100M) | $5.9M | 13 | 16 | 1 | 03/30/2026 | ☆ |
| 26477 | Mainstay Capital Llc CRD 312352 | Wealth Manager · Boutique (under $100M) | $5.9M | 35 | 134 | 1 | 01/09/2026 | ☆ | |
| 26478 | Glass City Capital Management, Llc CRD 297327 | Maumee, OH | Wealth Manager · Boutique (under $100M) | $5.9M | 13 | 20 | 1 | 01/03/2026 | ☆ |
| 26479 | Infinitus Wealth Management Llc CRD 317198 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $5.9M | 12 | 20 | 1 | 03/27/2026 | ☆ |
| 26480 | Intrepid Eagle Finance Llc CRD 305183 | Wealth Manager · Boutique (under $100M) | $5.9M | 21 | 49 | 1 | 03/19/2026 | ☆ | |
| 26481 | Maxus Wealth Management Llc CRD 333825 | Seward, NE | Wealth Manager · Boutique (under $100M) | $5.9M | 40 | 42 | 2 | 01/05/2026 | ☆ |
| 26482 | Judson Dean Mallard CRD 124611 | Athens, GA | Wealth Manager · Boutique (under $100M) | $5.9M | 45 | 72 | 1 | 03/11/2026 | ☆ |
| 26483 | Ell Wess Advisors, Llc CRD 330466 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $5.9M | 10 | 10 | 1 | 03/25/2026 | ☆ |
| 26484 | Eagle Spirit Investments Consulting, Inc. CRD 156243 | Wealth Manager · Boutique (under $100M) | $5.9M | 6 | 6 | 1 | 03/27/2026 | ☆ | |
| 26485 | Aimcdonnaugh & Co. Inc. CRD 124512 | Baldwin, NY | Wealth Manager · Boutique (under $100M) | $5.9M | 55 | 50 | 4 | 04/17/2025 | ☆ |
| 26486 | Kipling & Co. CRD 277115 | Wealth Manager · Boutique (under $100M) | $5.9M | 22 | 45 | 1 | 04/09/2026 | ☆ | |
| 26487 | Rose Wealth, Llc CRD 334740 | Longview, TX | Wealth Manager · Boutique (under $100M) | $5.9M | 36 | 48 | 8 | 02/19/2026 | ☆ |
| 26488 | Water Dog Asset Management Llc CRD 281720 | Wealth Manager · Boutique (under $100M) | $5.9M | 17 | 17 | 1 | 03/25/2026 | ☆ | |
| 26489 | Nextgen Wealth Defense Llc CRD 334545 | Lorain, OH | Insurance-Affiliated · Boutique (under $100M) | $5.9M | 14 | 52 | 1 | 03/20/2026 | ☆ |
| 26490 | Rook Financial Llc CRD 335543 | Wealth Manager · Boutique (under $100M) | $5.9M | 25 | 91 | 1 | 03/06/2026 | ☆ | |
| 26491 | Acorn Capital Partners, Llc CRD 165393 | Forest Hills, NY | Wealth Manager · Boutique (under $100M) | $5.9M | 10 | 10 | 2 | 02/23/2026 | ☆ |
| 26492 | Hrc Financial, Llc CRD 327285 | Wealth Manager · Boutique (under $100M) | $5.9M | 21 | 67 | 1 | 03/05/2026 | ☆ | |
| 26493 | Dcg Advisory Llc CRD 310957 | Wealth Manager · Boutique (under $100M) | $5.9M | 29 | 27 | 1 | 05/15/2026 | ☆ | |
| 26494 | Insight Personal Finance, Llc CRD 288585 | Wealth Manager · Boutique (under $100M) | $5.9M | 10 | 23 | 1 | 01/21/2026 | ☆ | |
| 26495 | Harding's Wealth Managers, Inc. CRD 139542 | Wealth Manager · Boutique (under $100M) | $5.9M | 126 | 126 | 1 | 03/28/2026 | ☆ | |
| 26496 | Strong Financial Services Corporation CRD 168792 | Wealth Manager · Boutique (under $100M) | $5.9M | 52 | 73 | 4 | 03/10/2026 | ☆ | |
| 26497 | Adviser Alliance, Llc CRD 287551 | Wealth Manager · Boutique (under $100M) | $5.9M | 28 | 28 | 5 | 03/31/2026 | ☆ | |
| 26498 | The American Legacy Capital Group, L.L.C. CRD 287967 | Wealth Manager · Boutique (under $100M) | $5.9M | 6 | 6 | 1 | 08/18/2026 | ☆ | |
| 26499 | Usaworld Capital Llc CRD 146454 | Wealth Manager · Boutique (under $100M) | $5.9M | 31 | 31 | 1 | 06/21/2026 | ☆ | |
| 26500 | Blue Sky Wealth Partners, Llc CRD 315110 | Wealth Manager · Boutique (under $100M) | $5.9M | 17 | 17 | 1 | 01/20/2026 | ☆ |