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 |
|---|---|---|---|---|---|---|---|---|---|
| 26751 | 2 Nd Story Wealth Planners CRD 325409 | Wealth Manager · Boutique (under $100M) | $5.5M | 42 | 70 | 2 | 02/26/2026 | ☆ | |
| 26752 | Financial Planning For Real People Pllc CRD 326918 | Wealth Manager · Boutique (under $100M) | $5.5M | 18 | 36 | 1 | 04/06/2026 | ☆ | |
| 26753 | Virentes Capital Management Llc CRD 335602 | Wealth Manager · Boutique (under $100M) | $5.5M | 0 | 3 | 1 | 01/30/2026 | ☆ | |
| 26754 | Centerfin Inc. CRD 306461 | New York, NY | Wealth Manager · Boutique (under $100M) | $5.5M | 21 | 31 | 2 | 03/27/2026 | ☆ |
| 26755 | True North Financial Planning, Llc CRD 170555 | South Burlington, VT | Wealth Manager · Boutique (under $100M) | $5.5M | 13 | 21 | 1 | 02/27/2026 | ☆ |
| 26756 | Wieder Financial Corp. CRD 331643 | Yonkers, NY | Wealth Manager · Boutique (under $100M) | $5.5M | 2 | 2 | 1 | 06/06/2025 | ☆ |
| 26757 | Sp Wealth Planning Llc CRD 323658 | Wealth Manager · Boutique (under $100M) | $5.5M | 36 | 36 | 1 | 02/26/2026 | ☆ | |
| 26758 | Zhu, Jun CRD 153500 | Wealth Manager · Boutique (under $100M) | $5.5M | 4 | 32 | 1 | 03/19/2026 | ☆ | |
| 26759 | Angel Wealth Advisors Llc CRD 339005 | Wealth Manager · Boutique (under $100M) | $5.4M | 13 | 13 | 1 | 03/30/2026 | ☆ | |
| 26760 | Third Coast Securities Llc CRD 307965 | Wealth Manager · Boutique (under $100M) | $5.4M | 23 | 35 | 1 | 07/24/2026 | ☆ | |
| 26761 | Fogel Neale Wealth Management, Llc CRD 300358 | New York, NY | Wealth Manager · Boutique (under $100M) | $5.4M | 25 | 90 | 1 | 11/16/2023 | ☆ |
| 26762 | Debra H Jones CRD 135868 | Wealth Manager · Boutique (under $100M) | $5.4M | 5 | 5 | 1 | 03/29/2026 | ☆ | |
| 26763 | Foresight Advisors Llc CRD 154516 | Wealth Manager · Boutique (under $100M) | $5.4M | 6 | 6 | 1 | 03/30/2026 | ☆ | |
| 26764 | Wealth Den Financial Llc CRD 311822 | Wealth Manager · Boutique (under $100M) | $5.4M | 23 | 57 | 1 | 02/02/2026 | ☆ | |
| 26765 | Onpoint Financial Management Llc CRD 317214 | Beverly Hills, CA | Insurance-Affiliated · Boutique (under $100M) | $5.4M | 36 | 36 | 2 | 05/14/2026 | ☆ |
| 26766 | Intelligent Capital Management Llc CRD 150928 | Wealth Manager · Boutique (under $100M) | $5.4M | 25 | 25 | 1 | 03/05/2026 | ☆ | |
| 26767 | First Class Wealth Management Llc CRD 327102 | Wealth Manager · Boutique (under $100M) | $5.4M | 9 | 18 | 1 | 01/20/2026 | ☆ | |
| 26768 | H.H. Investment Counsel, Inc. CRD 123133 | Wealth Manager · Boutique (under $100M) | $5.4M | 8 | 1 | 06/28/2025 | ☆ | ||
| 26769 | Precept Management, Llc CRD 114671 | Dallas, TX | Private Fund Manager · Boutique (under $100M) | $5.4M | 3 | 3 | 3 | 07/01/2026 | ☆ |
| 26770 | Steve Bass & Associates, Inc. CRD 127676 | Wealth Manager · Boutique (under $100M) | $5.4M | 13 | 13 | 1 | 01/08/2026 | ☆ | |
| 26771 | Emerald Bay Advisors Llc CRD 324480 | Wealth Manager · Boutique (under $100M) | $5.4M | 3 | 1 | 07/01/2026 | ☆ | ||
| 26772 | Blk Financial Advisors, Llc CRD 154531 | Wealth Manager · Boutique (under $100M) | $5.4M | 2 | 2 | 1 | 12/14/2022 | ☆ | |
| 26773 | Brigman Financial Group, Inc CRD 125482 | Wealth Manager · Boutique (under $100M) | $5.4M | 38 | 38 | 1 | 04/11/2023 | ☆ | |
| 26774 | Haven Capital Advisors, Llc CRD 338419 | Charlotte, NC | Private Fund Manager · Boutique (under $100M) | $5.4M | 1 | 1 | 15 | 09/02/2026 | ☆ |
| 26775 | Austin Wealth Solutions Llc CRD 319597 | Shreve, OH | Insurance-Affiliated · Boutique (under $100M) | $5.4M | 71 | 88 | 3 | 02/25/2026 | ☆ |
| 26776 | Temperance Financial Services, Ltd. Co CRD 334004 | Wealth Manager · Boutique (under $100M) | $5.4M | 18 | 38 | 2 | 03/26/2026 | ☆ | |
| 26777 | Mp Townsend Inc. CRD 165292 | Portland, OR | Wealth Manager · Boutique (under $100M) | $5.4M | 46 | 46 | 1 | 06/02/2026 | ☆ |
| 26778 | Basile Financial Group, Inc. CRD 289419 | Palm Harbor, FL | Wealth Manager · Boutique (under $100M) | $5.4M | 26 | 27 | 2 | 03/30/2026 | ☆ |
| 26779 | Christiansen Asset Management Llc CRD 111280 | Mequon, WI | Insurance-Affiliated · Boutique (under $100M) | $5.4M | 16 | 30 | 1 | 02/12/2026 | ☆ |
| 26780 | Bluevine Advisors, Llc CRD 311530 | Kansas City, MO | Wealth Manager · Boutique (under $100M) | $5.4M | 15 | 41 | 1 | 03/20/2026 | ☆ |
| 26781 | Conscious Investment Services, Llc CRD 297231 | Insurance-Affiliated · Boutique (under $100M) | $5.4M | 27 | 39 | 1 | 03/25/2026 | ☆ | |
| 26782 | Vault Private Wealth Llc CRD 332488 | Wealth Manager · Boutique (under $100M) | $5.4M | 23 | 49 | 1 | 01/28/2026 | ☆ | |
| 26783 | Crawford Capital, Llc CRD 297020 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $5.4M | 8 | 9 | 1 | 03/22/2026 | ☆ |
| 26784 | Polaris Wealth Partners Llc CRD 331678 | Denver, CO | Wealth Manager · Boutique (under $100M) | $5.4M | 2 | 7 | 1 | 03/02/2026 | ☆ |
| 26785 | Blom Levy & Co., Llc CRD 153779 | Wealth Manager · Boutique (under $100M) | $5.4M | 10 | 24 | 1 | 05/15/2026 | ☆ | |
| 26786 | Kmb Wealth Management, Llc CRD 309053 | Wealth Manager · Boutique (under $100M) | $5.4M | 9 | 35 | 1 | 01/16/2026 | ☆ | |
| 26787 | Miros Wealth Llc CRD 310319 | Insurance-Affiliated · Boutique (under $100M) | $5.4M | 36 | 45 | 2 | 03/31/2026 | ☆ | |
| 26788 | Tower Ridge Investment Management Llc CRD 340348 | Wealth Manager · Boutique (under $100M) | $5.4M | 0 | 15 | 1 | 06/01/2026 | ☆ | |
| 26789 | Nvip Llc CRD 322633 | Private Fund Manager · Boutique (under $100M) | $5.3M | 10 | 15 | 1 | 03/30/2026 | ☆ | |
| 26790 | Barnhart, Theodore, Keith Jr. CRD 149651 | Wealth Manager · Boutique (under $100M) | $5.3M | 3 | 5 | 1 | 04/01/2024 | ☆ | |
| 26791 | Parkhurst Consulting Cpa Pc CRD 149240 | Cedar Park, TX | Wealth Manager · Boutique (under $100M) | $5.3M | 7 | 28 | 2 | 03/30/2026 | ☆ |
| 26792 | Stonestreet Financial, Inc. CRD 288005 | Stoughton, MA | Institutional / Pension Advisor · Boutique (under $100M) | $5.3M | 25 | 46 | 1 | 03/11/2026 | ☆ |
| 26793 | Hensel,Robert,Paul CRD 117903 | Wealth Manager · Boutique (under $100M) | $5.3M | 13 | 13 | 1 | 03/27/2026 | ☆ | |
| 26794 | Coulombe And Sons Wealth Management Inc. CRD 328371 | Woodland Hills, CA | Institutional / Pension Advisor · Boutique (under $100M) | $5.3M | 23 | 18 | 1 | 03/19/2026 | ☆ |
| 26795 | Couloir Wealth Advisors, Inc. CRD 324446 | Wealth Manager · Boutique (under $100M) | $5.3M | 14 | 13 | 2 | 02/13/2026 | ☆ | |
| 26796 | Vogel Wealth Management, Llc CRD 326498 | Omaha, NE | Wealth Manager · Boutique (under $100M) | $5.3M | 28 | 28 | 2 | 02/09/2026 | ☆ |
| 26797 | Biar Legacy, Llc CRD 315472 | Wealth Manager · Boutique (under $100M) | $5.3M | 51 | 89 | 1 | 07/31/2026 | ☆ | |
| 26798 | Ameritrust Investments Of North Carolina, Llc CRD 164699 | Fayetteville, NC | Insurance-Affiliated · Boutique (under $100M) | $5.3M | 35 | 48 | 1 | 03/09/2026 | ☆ |
| 26799 | Future First Finance, Llc CRD 335273 | Wealth Manager · Boutique (under $100M) | $5.3M | 6 | 20 | 1 | 01/27/2026 | ☆ | |
| 26800 | Local Wealth Advisors, Llc CRD 336279 | Naples, FL | Wealth Manager · Boutique (under $100M) | $5.3M | 33 | 52 | 1 | 09/24/2026 | ☆ |