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 |
|---|---|---|---|---|---|---|---|---|---|
| 27151 | Relic Wealth Management Llc CRD 325946 | Wealth Manager · Boutique (under $100M) | $4.1M | 70 | 70 | 1 | 03/31/2025 | ☆ | |
| 27152 | Wakil Wealth Advisory Llc CRD 330852 | Wealth Manager · Boutique (under $100M) | $4.1M | 33 | 57 | 1 | 01/30/2026 | ☆ | |
| 27153 | Wealth Management Advisors, Llc CRD 289010 | Gilbert, AZ | Wealth Manager · Boutique (under $100M) | $4.1M | 73 | 73 | 1 | 02/23/2026 | ☆ |
| 27154 | Get Moving Inc CRD 329172 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $4.1M | 1,898 | 1,898 | 4 | 08/17/2026 | ☆ |
| 27155 | Berone Capital Llc CRD 316412 | Wealth Manager · Boutique (under $100M) | $4.1M | 5 | 7 | 2 | 06/09/2023 | ☆ | |
| 27156 | Southbound Wealth Llc CRD 331701 | Wealth Manager · Boutique (under $100M) | $4.1M | 10 | 37 | 1 | 07/08/2026 | ☆ | |
| 27157 | Mjs Investment Partners Llc CRD 329443 | Wealth Manager · Boutique (under $100M) | $4.1M | 5 | 1 | 03/05/2026 | ☆ | ||
| 27158 | Realize Enterprises, Llc CRD 159324 | Temecula, CA | Insurance-Affiliated · Boutique (under $100M) | $4.1M | 9 | 12 | 1 | 06/09/2026 | ☆ |
| 27159 | Apis Financial Group, Llc CRD 312493 | Wealth Manager · Boutique (under $100M) | $4.1M | 8 | 26 | 1 | 04/02/2024 | ☆ | |
| 27160 | Point4 Ward Financial Planning, Llc CRD 312375 | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 12 | 1 | 03/10/2026 | ☆ | |
| 27161 | Esk Capital Management Inc. CRD 151946 | Wealth Manager · Boutique (under $100M) | $4.1M | 7 | 11 | 1 | 01/30/2026 | ☆ | |
| 27162 | Pinecrest Advisors, Llc CRD 329783 | Wealth Manager · Boutique (under $100M) | $4.1M | 10 | 15 | 1 | 02/28/2026 | ☆ | |
| 27163 | Navigator Financial Llc CRD 335223 | Farmington, CT | Wealth Manager · Boutique (under $100M) | $4.1M | 6 | 23 | 1 | 02/17/2026 | ☆ |
| 27164 | Ventus Wealth Management Llc CRD 312277 | Wealth Manager · Boutique (under $100M) | $4.1M | 5 | 16 | 1 | 06/25/2026 | ☆ | |
| 27165 | Donnelly Investments Corporation CRD 282822 | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 9 | 1 | 03/30/2026 | ☆ | |
| 27166 | Lutkus, Douglas John CRD 152495 | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 12 | 1 | 01/23/2026 | ☆ | |
| 27167 | Cruz Wealth Management, Llc CRD 293988 | Wealth Manager · Boutique (under $100M) | $4.1M | 14 | 14 | 1 | 03/30/2026 | ☆ | |
| 27168 | Banner Pine Advisors Llc CRD 170511 | Wealth Manager · Boutique (under $100M) | $4.1M | 13 | 1 | 03/31/2026 | ☆ | ||
| 27169 | Ascent Capital Management, Inc. CRD 320877 | Newton, NJ | Wealth Manager · Boutique (under $100M) | $4.1M | 9 | 13 | 2 | 03/30/2026 | ☆ |
| 27170 | Thrifty Scotty Financial, Llc CRD 292418 | Wealth Manager · Boutique (under $100M) | $4.1M | 7 | 11 | 1 | 03/09/2026 | ☆ | |
| 27171 | Integrated Financial Planning Services CRD 17935 | Heidelberg | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $4.1M | 27 | 43 | 21 | 05/05/2026 | ☆ |
| 27172 | Daley Capital, Inc CRD 146441 | Insurance-Affiliated · Boutique (under $100M) | $4.1M | 10 | 17 | 1 | 12/22/2025 | ☆ | |
| 27173 | Laurentine Investments Llc CRD 326796 | Wealth Manager · Boutique (under $100M) | $4.1M | 4 | 4 | 1 | 08/04/2026 | ☆ | |
| 27174 | The Dedicated Dollar, Llc CRD 317383 | Wealth Manager · Boutique (under $100M) | $4.1M | 14 | 72 | 1 | 03/06/2026 | ☆ | |
| 27175 | Provisor Asset Management Llc CRD 313434 | Wealth Manager · Boutique (under $100M) | $4.0M | 26 | 44 | 1 | 08/03/2026 | ☆ | |
| 27176 | Financial Trex, Llc CRD 283951 | Wealth Manager · Boutique (under $100M) | $4.0M | 8 | 1 | 02/28/2026 | ☆ | ||
| 27177 | Tara Financial Group, Inc. CRD 125149 | Jonesboro, GA | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 6 | 3 | 03/05/2026 | ☆ | |
| 27178 | Mc Investments & Advisory Llc CRD 333853 | Burlingame, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 1 | 1 | 1 | 01/28/2026 | ☆ |
| 27179 | Integrity Financial Planning, Llc CRD 310974 | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 10 | 3 | 03/18/2026 | ☆ | |
| 27180 | Pensionbee Inc. CRD 331741 | London | Wealth Manager · Boutique (under $100M) | $4.0M | 345 | 345 | 15 | 03/31/2026 | ☆ |
| 27181 | Jse Wealth Management Llc CRD 318335 | Wealth Manager · Boutique (under $100M) | $4.0M | 12 | 20 | 1 | 04/06/2026 | ☆ | |
| 27182 | Ocean Financial Advisors Llc CRD 291950 | Miami, FL | Investment Adviser · Boutique (under $100M) | $4.0M | 5 | 5 | 10 | 03/17/2026 | ☆ |
| 27183 | Landy Investment Management Llc CRD 139271 | Wealth Manager · Boutique (under $100M) | $4.0M | 17 | 1 | 02/23/2026 | ☆ | ||
| 27184 | Investors' Choice Advisory Services, Llc CRD 118026 | Orefield, PA | Wealth Manager · Boutique (under $100M) | $4.0M | 34 | 34 | 1 | 01/12/2026 | ☆ |
| 27185 | Southeastern Financial Planning, Llc CRD 178531 | Pensacola, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 4 | 1 | 03/31/2026 | ☆ | |
| 27186 | Advisorplanner, Llc CRD 282944 | Wealth Manager · Boutique (under $100M) | $4.0M | 6 | 24 | 1 | 03/20/2026 | ☆ | |
| 27187 | Musser Financial Planning, Llc CRD 299930 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 23 | 37 | 0 | 03/30/2026 | ☆ | |
| 27188 | Great Lakes Financial Strategies, Llc CRD 323837 | Wealth Manager · Boutique (under $100M) | $4.0M | 14 | 14 | 1 | 03/19/2026 | ☆ | |
| 27189 | Allied Value, Llc CRD 153965 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 1 | 04/08/2026 | ☆ | |
| 27190 | A.B. Ridgeway Wealth Management Llc CRD 311286 | Wealth Manager · Boutique (under $100M) | $4.0M | 15 | 15 | 1 | 03/02/2026 | ☆ | |
| 27191 | Apsis Capital Management Llc CRD 305265 | Wealth Manager · Boutique (under $100M) | $4.0M | 9 | 9 | 1 | 03/09/2026 | ☆ | |
| 27192 | Association Financial Services, Llc CRD 287975 | Troy, MI | Wealth Manager · Boutique (under $100M) | $4.0M | 64 | 64 | 2 | 03/31/2026 | ☆ |
| 27193 | Castle Advisors Group, Llc CRD 299340 | Rochester, NY | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 20 | 21 | 2 | 01/14/2019 | ☆ |
| 27194 | Cogan, Edwin Daly CRD 123295 | Hinsdale, IL | Investment Adviser · Boutique (under $100M) | $4.0M | 12 | 0 | 03/11/2015 | ☆ | |
| 27195 | Dedicated Investment Advisers Llc CRD 128626 | Havertown, PA | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 23 | 23 | 1 | 07/31/2026 | ☆ |
| 27196 | Differential Capital Llc CRD 158245 | Wealth Manager · Boutique (under $100M) | $4.0M | 4 | 9 | 1 | 03/30/2026 | ☆ | |
| 27197 | Doench Wealth Management, Llc CRD 171515 | Wealth Manager · Boutique (under $100M) | $4.0M | 20 | 22 | 1 | 10/07/2024 | ☆ | |
| 27198 | Dollars & Sense Financial Fitness Llc CRD 329901 | Wealth Manager · Boutique (under $100M) | $4.0M | 10 | 10 | 1 | 08/19/2026 | ☆ | |
| 27199 | Eben Eubanks Llc CRD 306185 | Fort Myers, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 35 | 65 | 1 | 08/04/2026 | ☆ |
| 27200 | Financial Guidance Group, Llc CRD 151772 | Sylvester, GA | Wealth Manager · Boutique (under $100M) | $4.0M | 19 | 22 | 1 | 04/14/2023 | ☆ |