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 |
|---|---|---|---|---|---|---|---|---|---|
| 27201 | Investment & Financial Management Group Llc CRD 143632 | Monrovia, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 7 | 7 | 2 | 05/18/2026 | ☆ |
| 27202 | John Tumazos Very Independent Research, Llc CRD 144842 | Wealth Manager · Boutique (under $100M) | $4.0M | 1 | 1 | 2 | 04/18/2026 | ☆ | |
| 27203 | Jonathan W. Whitcraft CRD 138372 | Wealth Manager · Boutique (under $100M) | $4.0M | 8 | 8 | 1 | 06/01/2026 | ☆ | |
| 27204 | Lion's Eye Wealth Llc CRD 321669 | Wealth Manager · Boutique (under $100M) | $4.0M | 6 | 6 | 1 | 01/09/2026 | ☆ | |
| 27205 | Massey Financial Group Limited Liability Company CRD 174650 | Wealth Manager · Boutique (under $100M) | $4.0M | 3 | 3 | 1 | 07/15/2025 | ☆ | |
| 27206 | Owlsense Wealth & Legacy Advisors Llc CRD 330627 | Stevenson Ranch, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 9 | 9 | 4 | 01/13/2026 | ☆ |
| 27207 | Path Wealth Management, Llc CRD 289359 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 12 | 12 | 1 | 12/01/2025 | ☆ | |
| 27208 | Quo Vadis Capital, Inc. CRD 288611 | Wealth Manager · Boutique (under $100M) | $4.0M | 15 | 15 | 2 | 03/31/2026 | ☆ | |
| 27209 | Rns Wealth Management, Llc CRD 297486 | Houston, TX | Wealth Manager · Boutique (under $100M) | $4.0M | 37 | 75 | 3 | 03/27/2026 | ☆ |
| 27210 | Solomon Investments & Financial Planning, Llc CRD 288867 | Macon, GA | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 75 | 75 | 1 | 05/30/2025 | ☆ |
| 27211 | Triangulated Capital Management, Llc CRD 323119 | Wealth Manager · Boutique (under $100M) | $4.0M | 13 | 13 | 1 | 06/01/2026 | ☆ | |
| 27212 | Api Capital, Llc CRD 334427 | Concord, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 2 | 2 | 03/11/2026 | ☆ | |
| 27213 | Langar Investment Management, Llc CRD 323433 | Mutual Fund / Asset Manager · Boutique (under $100M) | $4.0M | 1 | 1 | 2 | 03/18/2026 | ☆ | |
| 27214 | Capital Wise Advisory Llc CRD 329915 | Wesley Chapel, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 47 | 1 | 03/30/2026 | ☆ |
| 27215 | Omega Capital Management Llc CRD 332533 | New Albany, OH | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 5 | 4 | 1 | 03/25/2026 | ☆ |
| 27216 | Dr. Jeff Finance, Llc CRD 330181 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 6 | 1 | 03/20/2026 | ☆ | ||
| 27217 | Eric Simons, Llc CRD 165334 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 18 | 89 | 1 | 03/23/2026 | ☆ | |
| 27218 | Blake, Jason Earl CRD 306809 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 31 | 31 | 1 | 08/18/2026 | ☆ | |
| 27219 | System Research, Llc CRD 155311 | Wealth Manager · Boutique (under $100M) | $4.0M | 10 | 32 | 1 | 02/22/2026 | ☆ | |
| 27220 | Faav Finance As A Verb Llc CRD 325450 | Wealth Manager · Boutique (under $100M) | $4.0M | 19 | 1 | 08/10/2026 | ☆ | ||
| 27221 | Dirigo Investment Advisors, Llc CRD 285497 | Santa Monica, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 6 | 17 | 1 | 08/03/2026 | ☆ |
| 27222 | Edr Investment Advisors, Llc CRD 167879 | Eureka, MT | Wealth Manager · Boutique (under $100M) | $4.0M | 27 | 30 | 2 | 07/06/2026 | ☆ |
| 27223 | Noble Financial Advisors Llc CRD 164830 | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 11 | 1 | 03/30/2026 | ☆ | |
| 27224 | Aligning Wealth Llc CRD 314838 | Wealth Manager · Boutique (under $100M) | $4.0M | 16 | 39 | 1 | 08/19/2026 | ☆ | |
| 27225 | Gunn Financial Advisors, Llc CRD 319331 | Safety Harbor, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 2 | 1 | 03/31/2026 | ☆ | |
| 27226 | Pinnacle Peak Capital Management Llc CRD 123588 | Wealth Manager · Boutique (under $100M) | $4.0M | 5 | 5 | 1 | 03/28/2026 | ☆ | |
| 27227 | A.M. Perricone Llc CRD 336599 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 19 | 66 | 1 | 03/31/2026 | ☆ | |
| 27228 | Donovan Legacy Advisors, Llc CRD 323659 | Wealth Manager · Boutique (under $100M) | $4.0M | 5 | 12 | 1 | 11/18/2025 | ☆ | |
| 27229 | Sustainable Wealth Advisory Group Llc CRD 336574 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 33 | 55 | 1 | 03/27/2026 | ☆ |
| 27230 | Tailwind Financial Planning Llc CRD 309117 | Wealth Manager · Boutique (under $100M) | $4.0M | 5 | 26 | 1 | 07/02/2026 | ☆ | |
| 27231 | Denby Financial Services, Llc CRD 172764 | Wealth Manager · Boutique (under $100M) | $4.0M | 26 | 35 | 1 | 06/30/2026 | ☆ | |
| 27232 | Bryant Wealth Management, Inc. CRD 142236 | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 8 | 11 | 1 | 03/31/2026 | ☆ | |
| 27233 | Synergos Advisory Llc CRD 304021 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $3.9M | 10 | 19 | 1 | 08/21/2026 | ☆ |
| 27234 | Portfolio Income Advisers, Inc CRD 124698 | Panama City, FL | Wealth Manager · Boutique (under $100M) | $3.9M | 10 | 18 | 1 | 03/30/2026 | ☆ |
| 27235 | Forthright Financial Services Llc CRD 326786 | Weatherford, TX | Wealth Manager · Boutique (under $100M) | $3.9M | 36 | 53 | 1 | 03/31/2026 | ☆ |
| 27236 | Pendex Advisors, Llc CRD 140497 | Wealth Manager · Boutique (under $100M) | $3.9M | 18 | 18 | 0 | 01/13/2026 | ☆ | |
| 27237 | Parkwood Capital Management Llc CRD 334224 | Wealth Manager · Boutique (under $100M) | $3.9M | 8 | 15 | 1 | 02/23/2026 | ☆ | |
| 27238 | Safety Of Principle Wealth Management Company, Llc CRD 143918 | Coral Springs, FL | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 28 | 28 | 1 | 03/11/2026 | ☆ |
| 27239 | Map To Your Wealth Llc CRD 300713 | Wealth Manager · Boutique (under $100M) | $3.9M | 5 | 5 | 1 | 01/26/2026 | ☆ | |
| 27240 | Nexjenn Financial Services Llc CRD 305454 | Wealth Manager · Boutique (under $100M) | $3.9M | 3 | 10 | 1 | 01/27/2026 | ☆ | |
| 27241 | Vigo Capital Llc CRD 335183 | Private Fund Manager · Boutique (under $100M) | $3.9M | 5 | 5 | 1 | 03/30/2026 | ☆ | |
| 27242 | Mensah Finance Group, Llc CRD 310049 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $3.9M | 26 | 26 | 1 | 02/10/2026 | ☆ |
| 27243 | Towerview Capital, Llc CRD 288844 | Private Fund Manager · Boutique (under $100M) | $3.9M | 1 | 1 | 1 | 02/18/2026 | ☆ | |
| 27244 | Honey Badger Advisors Llc CRD 314128 | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 20 | 26 | 1 | 02/03/2026 | ☆ | |
| 27245 | Folsom Wealth Advisors, Llc CRD 329515 | Wealth Manager · Boutique (under $100M) | $3.9M | 7 | 45 | 1 | 03/05/2026 | ☆ | |
| 27246 | Anderson Wealth Management, Inc. CRD 151241 | Wealth Manager · Boutique (under $100M) | $3.9M | 18 | 37 | 1 | 03/31/2025 | ☆ | |
| 27247 | Calrivan Llc CRD 333711 | Wealth Manager · Boutique (under $100M) | $3.9M | 8 | 17 | 1 | 02/14/2026 | ☆ | |
| 27248 | Cernese, Mark Anthony CRD 174062 | Wealth Manager · Boutique (under $100M) | $3.9M | 13 | 13 | 1 | 08/04/2025 | ☆ | |
| 27249 | Robinson, Lee Robert CRD 136458 | Stockton, CA | Wealth Manager · Boutique (under $100M) | $3.9M | 21 | 21 | 1 | 02/23/2026 | ☆ |
| 27250 | Twig Asset Management, Llc CRD 165433 | Eden Prairie, MN | Wealth Manager · Boutique (under $100M) | $3.9M | 25 | 35 | 1 | 11/18/2025 | ☆ |