Investment advisers
45,249 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 |
|---|---|---|---|---|---|---|---|---|---|
| 27051 | The Siekmann Company Llc CRD 285337 | Plain City, OH | Insurance-Affiliated · Boutique (under $100M) | $4.7M | 56 | 7 | 8 | 03/31/2026 | ☆ |
| 27052 | Gino Pellegrino Greco & Company, Incorporated CRD 318087 | Palo Alto, CA | Insurance-Affiliated · Boutique (under $100M) | $4.7M | 16 | 50 | 1 | 08/14/2026 | ☆ |
| 27053 | Five8 Financial Llc CRD 339260 | Rogers, AR | Wealth Manager · Boutique (under $100M) | $4.7M | 2 | 8 | 2 | 05/19/2026 | ☆ |
| 27054 | Iur Capital, Llc CRD 153630 | Miami, FL | Wealth Manager · Boutique (under $100M) | $4.7M | 33 | 33 | 1 | 05/15/2026 | ☆ |
| 27055 | Integrity Dynamic Investments Llc CRD 170410 | Wealth Manager · Boutique (under $100M) | $4.7M | 4 | 5 | 1 | 03/20/2026 | ☆ | |
| 27056 | Pk Quantitative Investing, Llc CRD 314655 | Wealth Manager · Boutique (under $100M) | $4.7M | 8 | 16 | 1 | 02/01/2026 | ☆ | |
| 27057 | Alvarado & Associates, Llc CRD 298577 | Wealth Manager · Boutique (under $100M) | $4.7M | 56 | 56 | 1 | 03/08/2026 | ☆ | |
| 27058 | Social Impact Investments Inc. CRD 297095 | Wealth Manager · Boutique (under $100M) | $4.7M | 8 | 15 | 1 | 09/10/2026 | ☆ | |
| 27059 | Actuarial Direct Llc CRD 309970 | Pahrump, NV | Wealth Manager · Boutique (under $100M) | $4.7M | 82 | 82 | 1 | 03/31/2026 | ☆ |
| 27060 | Bishop Financial Services Llc CRD 314745 | Naperville, IL | Wealth Manager · Boutique (under $100M) | $4.7M | 12 | 12 | 1 | 01/28/2026 | ☆ |
| 27061 | Discovery Investment Research Llc CRD 337737 | Wealth Manager · Boutique (under $100M) | $4.7M | 8 | 1 | 03/27/2026 | ☆ | ||
| 27062 | White Sail Advisors Llc CRD 315447 | Wealth Manager · Boutique (under $100M) | $4.7M | 20 | 33 | 1 | 06/23/2026 | ☆ | |
| 27063 | G. H. Wealth Management, Llc CRD 170897 | Insurance-Affiliated · Boutique (under $100M) | $4.7M | 54 | 54 | 3 | 01/22/2026 | ☆ | |
| 27064 | Rack Consulting Llc CRD 281961 | Wealth Manager · Boutique (under $100M) | $4.7M | 6 | 6 | 1 | 03/13/2026 | ☆ | |
| 27065 | 3 G Capital Llc CRD 298280 | Urbandale, IA | Wealth Manager · Boutique (under $100M) | $4.7M | 12 | 23 | 1 | 02/24/2026 | ☆ |
| 27066 | Colomb Investment Management Company, Llc CRD 140088 | Metairie, LA | Insurance-Affiliated · Boutique (under $100M) | $4.7M | 32 | 32 | 8 | 03/27/2026 | ☆ |
| 27067 | Bespoke Capital Advisors, Inc. CRD 331647 | Wealth Manager · Boutique (under $100M) | $4.6M | 2 | 2 | 1 | 09/28/2026 | ☆ | |
| 27068 | Robert W. Colby Asset Management, Inc. CRD 150498 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $4.6M | 22 | 35 | 2 | 09/20/2026 | ☆ |
| 27069 | Jachin & Boaz Asset Management, Llc CRD 300859 | Frisco, TX | Wealth Manager · Boutique (under $100M) | $4.6M | 30 | 46 | 1 | 04/27/2026 | ☆ |
| 27070 | Koios Private Family Offices, Llc CRD 338355 | Des Moines, IA | Multi-Family Office · Boutique (under $100M) | $4.6M | 7 | 20 | 2 | 10/07/2026 | ☆ |
| 27071 | Armory Oak Wealth Llc CRD 311092 | Saint Louis, MO | Wealth Manager · Boutique (under $100M) | $4.6M | 10 | 24 | 1 | 03/11/2026 | ☆ |
| 27072 | Mshc, Llc CRD 149610 | Sherman, TX | Wealth Manager · Boutique (under $100M) | $4.6M | 9 | 20 | 0 | 01/27/2026 | ☆ |
| 27073 | Acclaro Wealth Management, Llc CRD 183518 | Walnut Creek, CA | Insurance-Affiliated · Boutique (under $100M) | $4.6M | 5 | 5 | 1 | 05/11/2026 | ☆ |
| 27074 | Advisor One, Llc CRD 169498 | Springfield, MO | Wealth Manager · Boutique (under $100M) | $4.6M | 10 | 1 | 06/30/2026 | ☆ | |
| 27075 | Bass Financial, Llc CRD 327273 | Houston, TX | Wealth Manager · Boutique (under $100M) | $4.6M | 15 | 21 | 1 | 03/25/2026 | ☆ |
| 27076 | Wayfinder Wealth Warriors Llc CRD 328657 | Wealth Manager · Boutique (under $100M) | $4.6M | 4 | 15 | 1 | 03/23/2026 | ☆ | |
| 27077 | Strategic Retirement Partners, Llc CRD 297011 | Seattle, WA | Institutional / Pension Advisor · Boutique (under $100M) | $4.6M | 7 | 9 | 1 | 03/09/2026 | ☆ |
| 27078 | Concentio Capital Management, Llc CRD 281370 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $4.6M | 0 | 15 | 1 | 03/28/2026 | ☆ |
| 27079 | True Riches Financial Planning Llc CRD 333004 | Denver, CO | Wealth Manager · Boutique (under $100M) | $4.6M | 7 | 32 | 1 | 07/10/2026 | ☆ |
| 27080 | The Keminton Group CRD 166040 | New York, NY | Wealth Manager · Boutique (under $100M) | $4.6M | 1 | 4 | 1 | 03/16/2026 | ☆ |
| 27081 | Klus, Michel Jaroslav CRD 315583 | Wealth Manager · Boutique (under $100M) | $4.6M | 2 | 2 | 1 | 03/26/2026 | ☆ | |
| 27082 | Walnut Hill Wealth Management, Llc CRD 324453 | Wealth Manager · Boutique (under $100M) | $4.6M | 8 | 31 | 1 | 01/27/2026 | ☆ | |
| 27083 | Sizemore Iii, Thomas Austin CRD 125296 | Wealth Manager · Boutique (under $100M) | $4.6M | 10 | 14 | 1 | 02/20/2026 | ☆ | |
| 27084 | Endowbridge Capital, Llc CRD 228786 | Princeton, NJ | Endowment & Foundation Advisor · Boutique (under $100M) | $4.6M | 10 | 10 | 1 | 06/01/2022 | ☆ |
| 27085 | Canny Capital Management, Llc CRD 169225 | Wealth Manager · Boutique (under $100M) | $4.6M | 29 | 29 | 1 | 03/13/2026 | ☆ | |
| 27086 | Dvorchak Financial Corporation CRD 139551 | Insurance-Affiliated · Boutique (under $100M) | $4.6M | 14 | 29 | 1 | 03/06/2026 | ☆ | |
| 27087 | Prospera Funds, Inc. CRD 331765 | Isle Of Palms, SC | Mutual Fund / Asset Manager · Boutique (under $100M) | $4.6M | 1 | 1 | 4 | 03/31/2026 | ☆ |
| 27088 | Rjb Investment Advisory Services, Llc CRD 304951 | Wealth Manager · Boutique (under $100M) | $4.6M | 7 | 7 | 1 | 08/28/2025 | ☆ | |
| 27089 | Fields Asset Management Llc CRD 142112 | Wealth Manager · Boutique (under $100M) | $4.6M | 63 | 63 | 1 | 03/16/2026 | ☆ | |
| 27090 | Advanced Retirement Solutions, Inc. CRD 158078 | Little Rock, AR | Wealth Manager · Boutique (under $100M) | $4.6M | 41 | 85 | 2 | 09/17/2026 | ☆ |
| 27091 | Boston Investment Trust Management, Inc. CRD 139446 | Bridgewater, MA | Wealth Manager · Boutique (under $100M) | $4.6M | 22 | 22 | 1 | 03/24/2026 | ☆ |
| 27092 | M. D. Falk & Company, Inc. CRD 318489 | Wealth Manager · Boutique (under $100M) | $4.5M | 5 | 9 | 1 | 03/19/2026 | ☆ | |
| 27093 | Righteous Financial, Llc CRD 315575 | Austin, TX | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 8 | 11 | 1 | 01/29/2026 | ☆ |
| 27094 | Knochelmann Wealth Management & Advisor (Kwma) Llc CRD 319076 | Wealth Manager · Boutique (under $100M) | $4.5M | 14 | 31 | 1 | 09/25/2026 | ☆ | |
| 27095 | Belvedere Wealth Advisors Llc CRD 298719 | Miami, FL | Wealth Manager · Boutique (under $100M) | $4.5M | 11 | 11 | 1 | 06/16/2025 | ☆ |
| 27096 | 245 Investments Llc CRD 330299 | Sacramento, CA | Wealth Manager · Boutique (under $100M) | $4.5M | 10 | 12 | 1 | 01/20/2026 | ☆ |
| 27097 | Fb Advisory Services, Llc CRD 144203 | Wealth Manager · Boutique (under $100M) | $4.5M | 28 | 28 | 1 | 06/15/2026 | ☆ | |
| 27098 | Carissima Capital Llc CRD 331292 | Wealth Manager · Boutique (under $100M) | $4.5M | 8 | 8 | 1 | 02/17/2026 | ☆ | |
| 27099 | Taylor, Richard Wayne CRD 142833 | Wealth Manager · Boutique (under $100M) | $4.5M | 6 | 17 | 1 | 01/05/2026 | ☆ | |
| 27100 | Bains, Tonya R CRD 331854 | Insurance-Affiliated · Boutique (under $100M) | $4.5M | 3 | 1 | 03/31/2026 | ☆ |