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 |
|---|---|---|---|---|---|---|---|---|---|
| 26651 | Sachi Financial Planning Llc CRD 324752 | Wealth Manager · Boutique (under $100M) | $5.8M | 61 | 56 | 2 | 01/06/2026 | ☆ | |
| 26652 | Nelson Financial Services CRD 328297 | Wealth Manager · Boutique (under $100M) | $5.8M | 25 | 39 | 1 | 02/19/2026 | ☆ | |
| 26653 | Cynosure Portfolio Advisors Llc CRD 337747 | Salt Lake City, UT | Wealth Manager · Boutique (under $100M) | $5.8M | 48 | 48 | 7 | 05/27/2026 | ☆ |
| 26654 | Freedom Day Wealth Management Llc CRD 323916 | Cedar Park, TX | Wealth Manager · Boutique (under $100M) | $5.8M | 36 | 36 | 2 | 03/10/2026 | ☆ |
| 26655 | Bounds & Company, Llc CRD 152166 | Wealth Manager · Boutique (under $100M) | $5.8M | 71 | 71 | 1 | 03/19/2026 | ☆ | |
| 26656 | Deerwood Capital, Llc CRD 288538 | Wealth Manager · Boutique (under $100M) | $5.8M | 29 | 45 | 1 | 03/09/2026 | ☆ | |
| 26657 | Dogwood Capital, Llc CRD 135230 | Wealth Manager · Boutique (under $100M) | $5.8M | 6 | 6 | 1 | 08/14/2026 | ☆ | |
| 26658 | Accel Advisors, Inc. CRD 172750 | Wealth Manager · Boutique (under $100M) | $5.8M | 7 | 16 | 1 | 03/24/2026 | ☆ | |
| 26659 | Boise River Financial Llc CRD 326591 | Wealth Manager · Boutique (under $100M) | $5.8M | 4 | 17 | 1 | 01/29/2026 | ☆ | |
| 26660 | Cannoles Asset Management, Inc. CRD 120828 | Dwg, TX | Wealth Manager · Boutique (under $100M) | $5.8M | 14 | 14 | 2 | 03/25/2026 | ☆ |
| 26661 | Fortrove Partners Llc CRD 328536 | Wealth Manager · Boutique (under $100M) | $5.8M | 10 | 9 | 1 | 09/23/2026 | ☆ | |
| 26662 | Astra Wealth Management Llc CRD 334609 | Wealth Manager · Boutique (under $100M) | $5.7M | 7 | 46 | 1 | 03/23/2026 | ☆ | |
| 26663 | Anchor Financial Llc CRD 310081 | Tacoma, WA | Wealth Manager · Boutique (under $100M) | $5.7M | 37 | 37 | 4 | 06/10/2026 | ☆ |
| 26664 | N CRD 311802 | Institutional / Pension Advisor · Boutique (under $100M) | $5.7M | 3 | 5 | 3 | 05/08/2026 | ☆ | |
| 26665 | Rapids Financial Llc CRD 336795 | Kentwood, MI | Wealth Manager · Boutique (under $100M) | $5.7M | 46 | 92 | 1 | 03/25/2026 | ☆ |
| 26666 | Venture Financial Advisors, Llc CRD 312756 | Wealth Manager · Boutique (under $100M) | $5.7M | 16 | 55 | 2 | 07/10/2026 | ☆ | |
| 26667 | Apostolic Financial Advisors, Llc CRD 167490 | Wealth Manager · Boutique (under $100M) | $5.7M | 9 | 32 | 1 | 03/31/2026 | ☆ | |
| 26668 | Stone Blue Capital Llc CRD 334535 | Darien, CT | Wealth Manager · Boutique (under $100M) | $5.7M | 12 | 1 | 03/27/2026 | ☆ | |
| 26669 | Desert Capital Management Group, Inc CRD 322100 | Hermosa Beach, CA | Wealth Manager · Boutique (under $100M) | $5.7M | 139 | 139 | 2 | 03/31/2026 | ☆ |
| 26670 | Simplify Wealth Planning Llc CRD 325474 | Wealth Manager · Boutique (under $100M) | $5.7M | 19 | 25 | 2 | 04/12/2026 | ☆ | |
| 26671 | Veltra Llc CRD 312241 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $5.7M | 18 | 18 | 1 | 04/13/2026 | ☆ |
| 26672 | Techview Wealth Advisors Llc CRD 290930 | Wealth Manager · Boutique (under $100M) | $5.7M | 20 | 45 | 2 | 09/29/2026 | ☆ | |
| 26673 | Waypoint Financial Planning, Llc CRD 336377 | Wealth Manager · Boutique (under $100M) | $5.7M | 7 | 26 | 1 | 06/30/2026 | ☆ | |
| 26674 | Arbordale Wealth Management, Llc CRD 284086 | Wealth Manager · Boutique (under $100M) | $5.7M | 24 | 49 | 1 | 03/13/2026 | ☆ | |
| 26675 | Cornerstone Investment Advisors Group, Llc CRD 159760 | Shreveport, LA | Wealth Manager · Boutique (under $100M) | $5.7M | 30 | 30 | 1 | 02/19/2025 | ☆ |
| 26676 | Argo Wealth Mgmt, Llc CRD 312121 | Wealth Manager · Boutique (under $100M) | $5.7M | 14 | 22 | 1 | 03/30/2026 | ☆ | |
| 26677 | Blue Marlin Advisors, Llc CRD 305906 | West Palm Beach, FL | Wealth Manager · Boutique (under $100M) | $5.7M | 19 | 19 | 2 | 03/10/2026 | ☆ |
| 26678 | Keller Investment Advisors Llc CRD 342523 | Wealth Manager · Boutique (under $100M) | $5.7M | 3 | 3 | 1 | 05/10/2026 | ☆ | |
| 26679 | Sterling Growth Investments, Llc CRD 150009 | Wealth Manager · Boutique (under $100M) | $5.7M | 10 | 23 | 1 | 02/16/2026 | ☆ | |
| 26680 | Taylor Williams Private Wealth Management Llc CRD 335249 | Wealth Manager · Boutique (under $100M) | $5.7M | 9 | 9 | 1 | 03/12/2026 | ☆ | |
| 26681 | Aceeda Wealth Management, Inc. CRD 334893 | Plano, TX | Investment Adviser · Boutique (under $100M) | $5.7M | 3 | 1 | 03/30/2026 | ☆ | |
| 26682 | Woodlands Capital Management, Llc CRD 202514 | Clive, IA | Wealth Manager · Boutique (under $100M) | $5.7M | 5 | 8 | 1 | 03/19/2026 | ☆ |
| 26683 | Steve Pearson Capital Management Llc CRD 165927 | Wealth Manager · Boutique (under $100M) | $5.7M | 7 | 18 | 1 | 01/26/2026 | ☆ | |
| 26684 | Guidance Investments, Llc CRD 119897 | Reston, VA | Private Fund Manager · Boutique (under $100M) | $5.7M | 1 | 1 | 5 | 06/04/2026 | ☆ |
| 26685 | Sprylen Wealth Management, Llc CRD 297592 | Insurance-Affiliated · Boutique (under $100M) | $5.7M | 20 | 19 | 1 | 03/31/2026 | ☆ | |
| 26686 | Farney Private Wealth Management, Llc CRD 332291 | Austin, TX | Wealth Manager · Boutique (under $100M) | $5.7M | 29 | 1 | 03/31/2026 | ☆ | |
| 26687 | Mb Financial Planning Llc CRD 289141 | Wealth Manager · Boutique (under $100M) | $5.7M | 59 | 135 | 1 | 01/06/2026 | ☆ | |
| 26688 | Dean Peterson Capital Management, Llc CRD 282062 | Wealth Manager · Boutique (under $100M) | $5.7M | 7 | 12 | 1 | 02/04/2026 | ☆ | |
| 26689 | Cmc Wealth Management, Llc CRD 306845 | Wealth Manager · Boutique (under $100M) | $5.7M | 30 | 40 | 1 | 03/24/2026 | ☆ | |
| 26690 | Pragmatic Advisors, Llc CRD 172481 | Homer, NY | Wealth Manager · Boutique (under $100M) | $5.7M | 58 | 60 | 2 | 02/03/2026 | ☆ |
| 26691 | Prosperity Path Advisers, Llc CRD 319614 | Wealth Manager · Boutique (under $100M) | $5.7M | 16 | 29 | 1 | 05/20/2026 | ☆ | |
| 26692 | Christia Li Roberts CRD 142133 | Wealth Manager · Boutique (under $100M) | $5.7M | 25 | 25 | 1 | 03/26/2026 | ☆ | |
| 26693 | Pearson Asset Management Company CRD 122558 | Wealth Manager · Boutique (under $100M) | $5.7M | 35 | 35 | 2 | 03/27/2026 | ☆ | |
| 26694 | Bdl Wealth Management Pllc CRD 330196 | Billings, MT | Wealth Manager · Boutique (under $100M) | $5.6M | 18 | 28 | 2 | 05/05/2026 | ☆ |
| 26695 | Advent Capital Strategies, Llc CRD 323372 | Wealth Manager · Boutique (under $100M) | $5.6M | 33 | 122 | 1 | 06/26/2026 | ☆ | |
| 26696 | Trident Wealth Management, Llc CRD 142636 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $5.6M | 18 | 22 | 1 | 01/22/2025 | ☆ |
| 26697 | Wrenn House Investments Llc CRD 291425 | Winston Salem, NC | Wealth Manager · Boutique (under $100M) | $5.6M | 34 | 48 | 1 | 03/11/2026 | ☆ |
| 26698 | Ewing, Darren Toby CRD 281903 | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 1 | 03/02/2026 | ☆ | ||
| 26699 | May Tree Financial Planning Llc CRD 290213 | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 25 | 1 | 03/23/2026 | ☆ | |
| 26700 | Ronald Ray Schulze CRD 115007 | Wealth Manager · Boutique (under $100M) | $5.6M | 7 | 17 | 1 | 03/28/2026 | ☆ |