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 |
|---|---|---|---|---|---|---|---|---|---|
| 26701 | Lattice Financial, Llc CRD 310836 | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 14 | 1 | 03/31/2026 | ☆ | |
| 26702 | Diegelman Capital Advisors CRD 283645 | Wealth Manager · Boutique (under $100M) | $5.6M | 24 | 80 | 1 | 08/20/2026 | ☆ | |
| 26703 | Launch Wealth Management Llc CRD 338414 | Wealth Manager · Boutique (under $100M) | $5.6M | 22 | 1 | 05/26/2026 | ☆ | ||
| 26704 | Blue Elm Advisors Llc CRD 318686 | Holmes, NY | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 37 | 2 | 01/02/2026 | ☆ |
| 26705 | Vertice Capital Partners, Llc CRD 171889 | Wealth Manager · Boutique (under $100M) | $5.6M | 82 | 82 | 1 | 04/19/2026 | ☆ | |
| 26706 | Blossom Balance Llc CRD 338937 | Gainesville, GA | Wealth Manager · Boutique (under $100M) | $5.6M | 16 | 17 | 1 | 02/26/2026 | ☆ |
| 26707 | Saffron Capital, Llc CRD 306921 | Minneapolis, MN | Wealth Manager · Boutique (under $100M) | $5.6M | 10 | 13 | 1 | 01/02/2026 | ☆ |
| 26708 | Keybridge Capital, Inc. CRD 288643 | Quincy, IL | Insurance-Affiliated · Boutique (under $100M) | $5.6M | 4 | 10 | 1 | 01/05/2026 | ☆ |
| 26709 | Financial Spectrum Inc. CRD 123169 | Jenkintown, PA | Wealth Manager · Boutique (under $100M) | $5.6M | 16 | 23 | 1 | 08/04/2026 | ☆ |
| 26710 | 1 St Georgia Group Llc. CRD 284794 | Wealth Manager · Boutique (under $100M) | $5.6M | 22 | 29 | 1 | 04/12/2022 | ☆ | |
| 26711 | Manor Road Capital Partners, Llc CRD 165485 | Wealth Manager · Boutique (under $100M) | $5.6M | 5 | 5 | 1 | 08/29/2024 | ☆ | |
| 26712 | Underhill Investments, Llc CRD 165543 | Berkley, MI | Wealth Manager · Boutique (under $100M) | $5.6M | 18 | 23 | 1 | 01/26/2026 | ☆ |
| 26713 | Bldr Wealth Llc CRD 335077 | Shawnee, KS | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 32 | 2 | 05/15/2026 | ☆ |
| 26714 | Niemann Investments Llc CRD 316602 | Riverton, UT | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 25 | 1 | 04/27/2026 | ☆ |
| 26715 | Onefirm Consulting, Llc CRD 291795 | Wealth Manager · Boutique (under $100M) | $5.6M | 9 | 14 | 3 | 03/24/2026 | ☆ | |
| 26716 | Mycroft Research, Llc CRD 147961 | Wealth Manager · Boutique (under $100M) | $5.6M | 7 | 7 | 1 | 03/17/2026 | ☆ | |
| 26717 | Rock Steady Wealth, Inc. CRD 226639 | Richmond, VA | Wealth Manager · Boutique (under $100M) | $5.6M | 27 | 27 | 1 | 03/24/2026 | ☆ |
| 26718 | Erk Wealth Advisors, Llc CRD 336797 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $5.6M | 23 | 37 | 1 | 02/03/2026 | ☆ |
| 26719 | Herrington Investment Solutions, Inc. CRD 124363 | Wealth Manager · Boutique (under $100M) | $5.6M | 8 | 8 | 2 | 02/10/2026 | ☆ | |
| 26720 | Gray Financial Planning Llc CRD 157583 | Mckinney, TX | Wealth Manager · Boutique (under $100M) | $5.6M | 15 | 15 | 1 | 03/10/2026 | ☆ |
| 26721 | Mitchell Group Delaware Llc CRD 154959 | Sweet Home, TX | Wealth Manager · Boutique (under $100M) | $5.6M | 32 | 32 | 1 | 02/23/2026 | ☆ |
| 26722 | Holcomb Financial, Llc CRD 329604 | Canton, GA | Wealth Manager · Boutique (under $100M) | $5.6M | 21 | 46 | 1 | 03/10/2026 | ☆ |
| 26723 | Manektala Investment Advisory Services Inc. CRD 328562 | Wealth Manager · Boutique (under $100M) | $5.5M | 5 | 9 | 1 | 03/23/2026 | ☆ | |
| 26724 | Kipi Financial Planning Llc CRD 333112 | Columbus, OH | Wealth Manager · Boutique (under $100M) | $5.5M | 18 | 37 | 1 | 01/15/2026 | ☆ |
| 26725 | Fiduciary Wealth Management, Llc. CRD 166501 | Wealth Manager · Boutique (under $100M) | $5.5M | 62 | 62 | 1 | 04/11/2024 | ☆ | |
| 26726 | Burlingame Investment Group Llc CRD 156279 | Private Fund Manager · Boutique (under $100M) | $5.5M | 1 | 3 | 1 | 03/18/2026 | ☆ | |
| 26727 | Keller Wealth Management Llc CRD 311986 | Wealth Manager · Boutique (under $100M) | $5.5M | 56 | 85 | 1 | 06/02/2026 | ☆ | |
| 26728 | Revolut Wealth Inc. CRD 322894 | New York, NY | Wealth Manager · Boutique (under $100M) | $5.5M | 8,441 | 8,441 | 5 | 02/24/2026 | ☆ |
| 26729 | Kingsbarn Capital Management, Llc CRD 316562 | Las Vegas, NV | Mutual Fund / Asset Manager · Boutique (under $100M) | $5.5M | 2 | 2 | 2 | 03/30/2026 | ☆ |
| 26730 | Sedona Asset Management Services, Llc CRD 132373 | Wealth Manager · Boutique (under $100M) | $5.5M | 7 | 10 | 1 | 02/23/2026 | ☆ | |
| 26731 | American Trust Investment Services Advisory, Inc. CRD 299547 | Whiting, IN | Wealth Manager · Boutique (under $100M) | $5.5M | 51 | 51 | 5 | 03/30/2026 | ☆ |
| 26732 | Jackalope Capital, Inc. CRD 309696 | Wealth Manager · Boutique (under $100M) | $5.5M | 2 | 2 | 1 | 06/12/2025 | ☆ | |
| 26733 | Wealth Management Advisors, Llc CRD 117533 | Shallotte, NC | Wealth Manager · Boutique (under $100M) | $5.5M | 0 | 6 | 1 | 02/11/2026 | ☆ |
| 26734 | Baker And Baker Financial Llc CRD 337662 | Carlsbad, CA | Insurance-Affiliated · Boutique (under $100M) | $5.5M | 17 | 17 | 2 | 10/07/2026 | ☆ |
| 26735 | Etzler Financial Advisors, Llc CRD 134022 | Red Bluff, CA | Institutional / Pension Advisor · Boutique (under $100M) | $5.5M | 130 | 4 | 1 | 04/13/2026 | ☆ |
| 26736 | Sanderling Finance, Llc CRD 306130 | Columbia, SC | Wealth Manager · Boutique (under $100M) | $5.5M | 15 | 50 | 1 | 09/22/2026 | ☆ |
| 26737 | 1693 Analytics, Llc CRD 138257 | Wealth Manager · Boutique (under $100M) | $5.5M | 12 | 12 | 1 | 09/30/2026 | ☆ | |
| 26738 | Carter Ridge Strategic Advisors, Llc CRD 322160 | Wealth Manager · Boutique (under $100M) | $5.5M | 9 | 11 | 1 | 07/31/2026 | ☆ | |
| 26739 | Financial Network Group Legacy Advisers CRD 281624 | Wealth Manager · Boutique (under $100M) | $5.5M | 10 | 32 | 1 | 07/23/2025 | ☆ | |
| 26740 | Greenrock Asset Management Llc CRD 310089 | Wealth Manager · Boutique (under $100M) | $5.5M | 12 | 26 | 1 | 03/20/2026 | ☆ | |
| 26741 | Gt Investment Management, Llc CRD 325619 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $5.5M | 35 | 41 | 1 | 02/23/2026 | ☆ |
| 26742 | J W English Investment Management Services Llc CRD 156731 | Wealth Manager · Boutique (under $100M) | $5.5M | 11 | 26 | 0 | 05/01/2026 | ☆ | |
| 26743 | Mill Hill Management Llc CRD 331309 | Short Hills, NJ | Wealth Manager · Boutique (under $100M) | $5.5M | 1 | 2 | 1 | 04/23/2025 | ☆ |
| 26744 | Next Pronto Llc CRD 308974 | New York, NY | Wealth Manager · Boutique (under $100M) | $5.5M | 31 | 47 | 0 | 03/30/2026 | ☆ |
| 26745 | Northern Star Generational Wealth CRD 335323 | Mountain View, CA | Wealth Manager · Boutique (under $100M) | $5.5M | 4 | 1 | 05/22/2026 | ☆ | |
| 26746 | Oceanus Capital Management Llc CRD 331624 | Short Hills, NJ | Wealth Manager · Boutique (under $100M) | $5.5M | 2 | 2 | 2 | 10/03/2025 | ☆ |
| 26747 | Oshima & Associates CRD 10370 | Boston, MA | Wealth Manager · Boutique (under $100M) | $5.5M | 12 | 15 | 1 | 01/23/2025 | ☆ |
| 26748 | T.L. Eddy Financial Services, Inc. CRD 141563 | Wealth Manager · Boutique (under $100M) | $5.5M | 17 | 17 | 1 | 08/02/2025 | ☆ | |
| 26749 | Uplift Investing, Inc CRD 291364 | Wealth Manager · Boutique (under $100M) | $5.5M | 23 | 50 | 1 | 02/27/2026 | ☆ | |
| 26750 | Integrity Wealth Management, Llc CRD 164473 | Lisle, IL | Wealth Manager · Boutique (under $100M) | $5.5M | 0 | 5 | 1 | 03/16/2026 | ☆ |