Investment advisers
44,659 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 |
|---|---|---|---|---|---|---|---|---|---|
| 27001 | P2, Llc CRD 312026 | Wealth Manager · Boutique (under $100M) | $4.5M | 13 | 13 | 1 | 08/21/2026 | ☆ | |
| 27002 | Pine Tree Financial Services, Inc. CRD 117920 | Investment Adviser · Boutique (under $100M) | $4.5M | 10 | 2 | 08/20/2013 | ☆ | ||
| 27003 | Reviresco Wealth Advisory Llc CRD 329236 | Wealth Manager · Boutique (under $100M) | $4.5M | 35 | 35 | 1 | 03/25/2026 | ☆ | |
| 27004 | Robert Frank Blameuser CRD 137149 | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 30 | 09/23/2011 | ☆ | |||
| 27005 | The Legacy Collaborative, Inc. CRD 114591 | San Antonio, TX | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 9 | 9 | 1 | 04/23/2025 | ☆ |
| 27006 | Thrive Financial Management Llc CRD 321872 | Wealth Manager · Boutique (under $100M) | $4.5M | 15 | 15 | 1 | 03/02/2026 | ☆ | |
| 27007 | Tourmaline Capital Management Llc CRD 155294 | Wealth Manager · Boutique (under $100M) | $4.5M | 11 | 16 | 1 | 04/02/2026 | ☆ | |
| 27008 | Prospero Financial Planning, Llc CRD 113046 | Noblesville, IN | Wealth Manager · Boutique (under $100M) | $4.5M | 12 | 12 | 1 | 03/29/2024 | ☆ |
| 27009 | Foundational Financial Advisors, Llc CRD 297840 | Wealth Manager · Boutique (under $100M) | $4.5M | 15 | 31 | 1 | 01/05/2026 | ☆ | |
| 27010 | H & S Financial Advisors Inc. CRD 113418 | Wealth Manager · Boutique (under $100M) | $4.5M | 73 | 73 | 1 | 03/29/2019 | ☆ | |
| 27011 | Kensington Wealth Management, Llc CRD 334191 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $4.5M | 5 | 7 | 4 | 04/17/2026 | ☆ |
| 27012 | Financial Journey Llc CRD 310786 | Wealth Manager · Boutique (under $100M) | $4.5M | 8 | 23 | 1 | 03/30/2026 | ☆ | |
| 27013 | Jm Tax & Financial Llc CRD 304591 | Wealth Manager · Boutique (under $100M) | $4.5M | 36 | 48 | 1 | 01/15/2026 | ☆ | |
| 27014 | J.M. Goldberg Wealth Management Llc CRD 307782 | Wealth Manager · Boutique (under $100M) | $4.5M | 8 | 1 | 05/12/2020 | ☆ | ||
| 27015 | Delphi Value Investments, Llc CRD 160601 | Wealth Manager · Boutique (under $100M) | $4.5M | 33 | 33 | 1 | 03/31/2026 | ☆ | |
| 27016 | Tetrant Advisory Llc CRD 150985 | Gilbert, AZ | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 39 | 39 | 1 | 12/19/2022 | ☆ |
| 27017 | Equip Financial Partners, Llc CRD 323730 | Wealth Manager · Boutique (under $100M) | $4.5M | 16 | 1 | 03/30/2026 | ☆ | ||
| 27018 | Mitchell, Steven Mark CRD 132141 | Wealth Manager · Boutique (under $100M) | $4.5M | 14 | 23 | 1 | 08/13/2025 | ☆ | |
| 27019 | Berilium Technologies, Inc. CRD 327058 | Lake Forest, CA | Wealth Manager · Boutique (under $100M) | $4.5M | 39 | 42 | 2 | 03/31/2026 | ☆ |
| 27020 | Sikes Financial Services, Llc CRD 290309 | Boca Raton, FL | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 25 | 25 | 1 | 03/24/2026 | ☆ |
| 27021 | Masse, Jean Pierre CRD 158452 | Venice, FL | Wealth Manager · Boutique (under $100M) | $4.5M | 8 | 20 | 1 | 06/18/2026 | ☆ |
| 27022 | Momentum Investment Management, Llc CRD 153040 | Wealth Manager · Boutique (under $100M) | $4.5M | 26 | 26 | 1 | 03/27/2026 | ☆ | |
| 27023 | Cystein Management Llc CRD 290365 | Wealth Manager · Boutique (under $100M) | $4.5M | 22 | 22 | 2 | 03/30/2026 | ☆ | |
| 27024 | Dean Bennett Advisory Services Inc. CRD 322889 | Roseville, CA | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 17 | 17 | 2 | 08/03/2026 | ☆ |
| 27025 | Borger Capital Management Llc CRD 323065 | Wausau, WI | Wealth Manager · Boutique (under $100M) | $4.5M | 26 | 26 | 3 | 06/03/2026 | ☆ |
| 27026 | Olma Financial Llc CRD 306220 | Los Gatos, CA | Wealth Manager · Boutique (under $100M) | $4.4M | 9 | 9 | 1 | 03/08/2026 | ☆ |
| 27027 | Income Growth Advisors, Llc CRD 156340 | Charleston, SC | Wealth Manager · Boutique (under $100M) | $4.4M | 16 | 22 | 1 | 03/17/2026 | ☆ |
| 27028 | N CRD 286031 | Private Fund Manager · Boutique (under $100M) | $4.4M | 2 | 2 | 2 | 03/28/2025 | ☆ | |
| 27029 | Mazzella Estate & Asset Management, Llc CRD 301891 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $4.4M | 42 | 42 | 1 | 03/26/2026 | ☆ |
| 27030 | Good News Financial & Investment Advisors, Llc CRD 311935 | Largo, MD | Wealth Manager · Boutique (under $100M) | $4.4M | 36 | 55 | 1 | 03/31/2026 | ☆ |
| 27031 | Wealthguides Llc CRD 329822 | Indianapolis, IN | Wealth Manager · Boutique (under $100M) | $4.4M | 12 | 20 | 1 | 01/21/2026 | ☆ |
| 27032 | Plutus21 Capital Management, L.L.C CRD 322881 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $4.4M | 68 | 68 | 2 | 03/31/2026 | ☆ |
| 27033 | Haas Financial Services Inc CRD 122450 | Insurance-Affiliated · Boutique (under $100M) | $4.4M | 32 | 59 | 1 | 08/08/2025 | ☆ | |
| 27034 | Harbor Wealth Management Corp. CRD 116038 | Wealth Manager · Boutique (under $100M) | $4.4M | 15 | 14 | 1 | 03/07/2026 | ☆ | |
| 27035 | Afa Advisors Llc CRD 105454 | Larchmont, NY | Wealth Manager · Boutique (under $100M) | $4.4M | 0 | 2 | 2 | 03/15/2026 | ☆ |
| 27036 | Nested Financial Llc CRD 325083 | Wealth Manager · Boutique (under $100M) | $4.4M | 9 | 53 | 1 | 01/27/2026 | ☆ | |
| 27037 | Stafford Capital Management Llc CRD 108134 | Sausalito, CA | Wealth Manager · Boutique (under $100M) | $4.4M | 4 | 4 | 2 | 03/12/2026 | ☆ |
| 27038 | Clarivor Llc CRD 309994 | Wealth Manager · Boutique (under $100M) | $4.4M | 6 | 1 | 07/29/2026 | ☆ | ||
| 27039 | Rj Hill's Financial Services, Llc CRD 164682 | Eau Claire, WI | Insurance-Affiliated · Boutique (under $100M) | $4.4M | 34 | 45 | 1 | 12/24/2025 | ☆ |
| 27040 | Servant Wealth Management, Llc CRD 328932 | Wealth Manager · Boutique (under $100M) | $4.4M | 2 | 6 | 1 | 01/20/2026 | ☆ | |
| 27041 | Simpli Fi Alpha Llc CRD 331746 | Denton, TX | Wealth Manager · Boutique (under $100M) | $4.4M | 17 | 27 | 2 | 02/03/2026 | ☆ |
| 27042 | Enduro Wealth Management, Llc CRD 288052 | Wealth Manager · Boutique (under $100M) | $4.4M | 13 | 43 | 1 | 02/27/2026 | ☆ | |
| 27043 | Flomartin Securities Corporation CRD 170592 | Wealth Manager · Boutique (under $100M) | $4.4M | 26 | 26 | 1 | 02/17/2025 | ☆ | |
| 27044 | Walsvick Wealth Management, Llc CRD 171719 | Wealth Manager · Boutique (under $100M) | $4.4M | 16 | 16 | 1 | 08/12/2025 | ☆ | |
| 27045 | Weather Eye Advisors, Inc. CRD 162302 | Insurance-Affiliated · Boutique (under $100M) | $4.4M | 12 | 12 | 2 | 03/27/2025 | ☆ | |
| 27046 | Cht Group, Inc CRD 161842 | Wealth Manager · Boutique (under $100M) | $4.4M | 16 | 1 | 04/01/2025 | ☆ | ||
| 27047 | Evening Star Llc CRD 314669 | Private Fund Manager · Boutique (under $100M) | $4.4M | 1 | 1 | 2 | 03/12/2026 | ☆ | |
| 27048 | Adler Asset Management, Llc CRD 293512 | New York, NY | Mutual Fund / Asset Manager · Boutique (under $100M) | $4.4M | 1 | 4 | 1 | 01/29/2026 | ☆ |
| 27049 | Onroute Financial, Llc CRD 292834 | Wealth Manager · Boutique (under $100M) | $4.4M | 17 | 60 | 1 | 03/26/2026 | ☆ | |
| 27050 | 21 Shares Us Llc CRD 328136 | New York, NY | Mutual Fund / Asset Manager · Boutique (under $100M) | $4.4M | 5 | 5 | 25 | 03/24/2026 | ☆ |