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 |
|---|---|---|---|---|---|---|---|---|---|
| 26501 | Whitley Financial, Llc CRD 316607 | Wealth Manager · Boutique (under $100M) | $5.9M | 29 | 37 | 1 | 03/31/2026 | ☆ | |
| 26502 | En+ Wealth Llc CRD 328854 | Wealth Manager · Boutique (under $100M) | $5.9M | 31 | 69 | 1 | 03/04/2026 | ☆ | |
| 26503 | Deer Isle Research & Management, Llc CRD 156636 | Wealth Manager · Boutique (under $100M) | $5.9M | 3 | 7 | 1 | 04/17/2026 | ☆ | |
| 26504 | Casull Financial Advisory, Llc CRD 170053 | South Jordan, UT | Wealth Manager · Boutique (under $100M) | $5.9M | 38 | 38 | 1 | 02/20/2026 | ☆ |
| 26505 | Jones Financial Consulting, Llc CRD 146800 | Wealth Manager · Boutique (under $100M) | $5.9M | 9 | 15 | 1 | 02/24/2026 | ☆ | |
| 26506 | Laughna Financial Planning Llc CRD 307940 | Wealth Manager · Boutique (under $100M) | $5.9M | 0 | 13 | 0 | 05/02/2025 | ☆ | |
| 26507 | Camden Asset Management Company, Llc CRD 154689 | Wealth Manager · Boutique (under $100M) | $5.9M | 4 | 12 | 1 | 03/31/2026 | ☆ | |
| 26508 | Bulle Rock Capital Lp CRD 142363 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $5.9M | 13 | 13 | 2 | 03/27/2023 | ☆ |
| 26509 | White Pine Advisory Llc CRD 300700 | Wealth Manager · Boutique (under $100M) | $5.9M | 19 | 29 | 1 | 01/30/2026 | ☆ | |
| 26510 | Legacy Investment Advisors Inc. CRD 124554 | Braintree, MA | Wealth Manager · Boutique (under $100M) | $5.8M | 10 | 10 | 1 | 03/27/2026 | ☆ |
| 26511 | Sunset Strategic Financial Advisors, Llc CRD 161606 | Wealth Manager · Boutique (under $100M) | $5.8M | 10 | 23 | 1 | 04/29/2026 | ☆ | |
| 26512 | Kalo Capital Management, Llc CRD 157232 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $5.8M | 5 | 7 | 2 | 03/18/2026 | ☆ |
| 26513 | Kodiak Capital Advisors Llc CRD 174819 | Wealth Manager · Boutique (under $100M) | $5.8M | 20 | 2 | 06/09/2026 | ☆ | ||
| 26514 | Fed Advisors, Inc CRD 304650 | Henderson, NV | Wealth Manager · Boutique (under $100M) | $5.8M | 36 | 36 | 1 | 01/07/2026 | ☆ |
| 26515 | Silver Tiger Advisors Llc CRD 305189 | Wealth Manager · Boutique (under $100M) | $5.8M | 15 | 2 | 07/19/2022 | ☆ | ||
| 26516 | Techview Wealth Advisors Llc CRD 290930 | Wealth Manager · Boutique (under $100M) | $5.8M | 19 | 46 | 2 | 07/27/2026 | ☆ | |
| 26517 | Orcus Investment Advisors, Llc CRD 334911 | Wealth Manager · Boutique (under $100M) | $5.8M | 5 | 22 | 1 | 03/16/2026 | ☆ | |
| 26518 | Sauberan & Company, Llc CRD 106317 | Lockport, NY | Wealth Manager · Boutique (under $100M) | $5.8M | 45 | 56 | 1 | 04/20/2026 | ☆ |
| 26519 | Moneyfull Llc CRD 169821 | Wealth Manager · Boutique (under $100M) | $5.8M | 14 | 30 | 1 | 01/22/2026 | ☆ | |
| 26520 | Secondwind Asset Management Llc CRD 150914 | Wealth Manager · Boutique (under $100M) | $5.8M | 4 | 4 | 1 | 03/20/2025 | ☆ | |
| 26521 | Tilatti Wealth Management Llc CRD 327169 | Wealth Manager · Boutique (under $100M) | $5.8M | 16 | 50 | 1 | 03/31/2026 | ☆ | |
| 26522 | Adaptive Asset Management, Llc CRD 158406 | Wealth Manager · Boutique (under $100M) | $5.8M | 9 | 9 | 1 | 03/27/2026 | ☆ | |
| 26523 | Family Life Financial Planning, Llc CRD 284922 | Mentor, OH | Wealth Manager · Boutique (under $100M) | $5.8M | 27 | 54 | 1 | 03/23/2026 | ☆ |
| 26524 | Garrett Capital Inc. CRD 116107 | Wealth Manager · Boutique (under $100M) | $5.8M | 42 | 42 | 2 | 03/17/2026 | ☆ | |
| 26525 | Iq Retirement Portfolios Llc CRD 308294 | St. Petersburg, FL | Insurance-Affiliated · Boutique (under $100M) | $5.8M | 10 | 10 | 1 | 12/26/2025 | ☆ |
| 26526 | Oakley Iv, Fanning Tucker CRD 169427 | Wealth Manager · Boutique (under $100M) | $5.8M | 4 | 1 | 01/05/2026 | ☆ | ||
| 26527 | Perimeter Investments Limited, Llc CRD 288905 | Wealth Manager · Boutique (under $100M) | $5.8M | 5 | 1 | 04/08/2026 | ☆ | ||
| 26528 | Sealex Advisory, Llc CRD 321861 | Wealth Manager · Boutique (under $100M) | $5.8M | 13 | 40 | 1 | 02/19/2026 | ☆ | |
| 26529 | Six Sigma Wealth Advisors, Llc CRD 290674 | Scottsdale, AZ | Insurance-Affiliated · Boutique (under $100M) | $5.8M | 9 | 33 | 0 | 03/27/2019 | ☆ |
| 26530 | Sachi Financial Planning Llc CRD 324752 | Wealth Manager · Boutique (under $100M) | $5.8M | 61 | 56 | 2 | 01/06/2026 | ☆ | |
| 26531 | Nelson Financial Services CRD 328297 | Wealth Manager · Boutique (under $100M) | $5.8M | 25 | 39 | 1 | 02/19/2026 | ☆ | |
| 26532 | Cynosure Portfolio Advisors Llc CRD 337747 | Salt Lake City, UT | Wealth Manager · Boutique (under $100M) | $5.8M | 48 | 48 | 7 | 05/27/2026 | ☆ |
| 26533 | Freedom Day Wealth Management Llc CRD 323916 | Cedar Park, TX | Wealth Manager · Boutique (under $100M) | $5.8M | 36 | 36 | 2 | 03/10/2026 | ☆ |
| 26534 | Bounds & Company, Llc CRD 152166 | Wealth Manager · Boutique (under $100M) | $5.8M | 71 | 71 | 1 | 03/19/2026 | ☆ | |
| 26535 | Deerwood Capital, Llc CRD 288538 | Wealth Manager · Boutique (under $100M) | $5.8M | 29 | 45 | 1 | 03/09/2026 | ☆ | |
| 26536 | Dogwood Capital, Llc CRD 135230 | Wealth Manager · Boutique (under $100M) | $5.8M | 6 | 6 | 1 | 08/14/2026 | ☆ | |
| 26537 | Accel Advisors, Inc. CRD 172750 | Wealth Manager · Boutique (under $100M) | $5.8M | 7 | 16 | 1 | 03/24/2026 | ☆ | |
| 26538 | Boise River Financial Llc CRD 326591 | Wealth Manager · Boutique (under $100M) | $5.8M | 4 | 17 | 1 | 01/29/2026 | ☆ | |
| 26539 | Cannoles Asset Management, Inc. CRD 120828 | Dwg, TX | Wealth Manager · Boutique (under $100M) | $5.8M | 14 | 14 | 2 | 03/25/2026 | ☆ |
| 26540 | Fortrove Partners Llc CRD 328536 | Wealth Manager · Boutique (under $100M) | $5.8M | 10 | 9 | 1 | 07/29/2026 | ☆ | |
| 26541 | Astra Wealth Management Llc CRD 334609 | Wealth Manager · Boutique (under $100M) | $5.7M | 7 | 46 | 1 | 03/23/2026 | ☆ | |
| 26542 | Anchor Financial Llc CRD 310081 | Tacoma, WA | Wealth Manager · Boutique (under $100M) | $5.7M | 37 | 37 | 4 | 06/10/2026 | ☆ |
| 26543 | N CRD 311802 | Institutional / Pension Advisor · Boutique (under $100M) | $5.7M | 3 | 5 | 3 | 05/08/2026 | ☆ | |
| 26544 | Rapids Financial Llc CRD 336795 | Kentwood, MI | Wealth Manager · Boutique (under $100M) | $5.7M | 46 | 92 | 1 | 03/25/2026 | ☆ |
| 26545 | Venture Financial Advisors, Llc CRD 312756 | Wealth Manager · Boutique (under $100M) | $5.7M | 16 | 55 | 2 | 07/10/2026 | ☆ | |
| 26546 | Apostolic Financial Advisors, Llc CRD 167490 | Wealth Manager · Boutique (under $100M) | $5.7M | 9 | 32 | 1 | 03/31/2026 | ☆ | |
| 26547 | Stone Blue Capital Llc CRD 334535 | Darien, CT | Wealth Manager · Boutique (under $100M) | $5.7M | 12 | 1 | 03/27/2026 | ☆ | |
| 26548 | Desert Capital Management Group, Inc CRD 322100 | Hermosa Beach, CA | Wealth Manager · Boutique (under $100M) | $5.7M | 139 | 139 | 2 | 03/31/2026 | ☆ |
| 26549 | Simplify Wealth Planning Llc CRD 325474 | Wealth Manager · Boutique (under $100M) | $5.7M | 19 | 25 | 2 | 04/12/2026 | ☆ | |
| 26550 | Veltra Llc CRD 312241 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $5.7M | 18 | 18 | 1 | 04/13/2026 | ☆ |