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 |
|---|---|---|---|---|---|---|---|---|---|
| 27301 | Pensionbee Inc. CRD 331741 | London | Wealth Manager · Boutique (under $100M) | $4.0M | 345 | 345 | 15 | 03/31/2026 | ☆ |
| 27302 | Jse Wealth Management Llc CRD 318335 | Wealth Manager · Boutique (under $100M) | $4.0M | 12 | 20 | 1 | 04/06/2026 | ☆ | |
| 27303 | Ocean Financial Advisors Llc CRD 291950 | Miami, FL | Investment Adviser · Boutique (under $100M) | $4.0M | 5 | 5 | 10 | 03/17/2026 | ☆ |
| 27304 | Landy Investment Management Llc CRD 139271 | Wealth Manager · Boutique (under $100M) | $4.0M | 17 | 1 | 02/23/2026 | ☆ | ||
| 27305 | Investors' Choice Advisory Services, Llc CRD 118026 | Orefield, PA | Wealth Manager · Boutique (under $100M) | $4.0M | 34 | 34 | 1 | 01/12/2026 | ☆ |
| 27306 | Southeastern Financial Planning, Llc CRD 178531 | Pensacola, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 4 | 1 | 03/31/2026 | ☆ | |
| 27307 | Advisorplanner, Llc CRD 282944 | Wealth Manager · Boutique (under $100M) | $4.0M | 6 | 24 | 1 | 03/20/2026 | ☆ | |
| 27308 | Musser Financial Planning, Llc CRD 299930 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 23 | 37 | 0 | 03/30/2026 | ☆ | |
| 27309 | Great Lakes Financial Strategies, Llc CRD 323837 | Wealth Manager · Boutique (under $100M) | $4.0M | 14 | 14 | 1 | 03/19/2026 | ☆ | |
| 27310 | Allied Value, Llc CRD 153965 | San Francisco, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 1 | 04/08/2026 | ☆ | |
| 27311 | A.B. Ridgeway Wealth Management Llc CRD 311286 | Wealth Manager · Boutique (under $100M) | $4.0M | 15 | 15 | 1 | 03/02/2026 | ☆ | |
| 27312 | Apsis Capital Management Llc CRD 305265 | Wealth Manager · Boutique (under $100M) | $4.0M | 9 | 9 | 1 | 03/09/2026 | ☆ | |
| 27313 | Association Financial Services, Llc CRD 287975 | Troy, MI | Wealth Manager · Boutique (under $100M) | $4.0M | 64 | 64 | 2 | 03/31/2026 | ☆ |
| 27314 | Castle Advisors Group, Llc CRD 299340 | Rochester, NY | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 20 | 21 | 2 | 01/14/2019 | ☆ |
| 27315 | Cogan, Edwin Daly CRD 123295 | Hinsdale, IL | Investment Adviser · Boutique (under $100M) | $4.0M | 12 | 0 | 03/11/2015 | ☆ | |
| 27316 | Dedicated Investment Advisers Llc CRD 128626 | Havertown, PA | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 23 | 23 | 1 | 07/31/2026 | ☆ |
| 27317 | Differential Capital Llc CRD 158245 | Wealth Manager · Boutique (under $100M) | $4.0M | 4 | 9 | 1 | 03/30/2026 | ☆ | |
| 27318 | Doench Wealth Management, Llc CRD 171515 | Wealth Manager · Boutique (under $100M) | $4.0M | 20 | 22 | 1 | 10/07/2024 | ☆ | |
| 27319 | Dollars & Sense Financial Fitness Llc CRD 329901 | Wealth Manager · Boutique (under $100M) | $4.0M | 10 | 10 | 1 | 10/09/2026 | ☆ | |
| 27320 | Financial Guidance Group, Llc CRD 151772 | Sylvester, GA | Wealth Manager · Boutique (under $100M) | $4.0M | 19 | 22 | 1 | 04/14/2023 | ☆ |
| 27321 | Investment & Financial Management Group Llc CRD 143632 | Monrovia, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 7 | 7 | 2 | 05/18/2026 | ☆ |
| 27322 | John Tumazos Very Independent Research, Llc CRD 144842 | Wealth Manager · Boutique (under $100M) | $4.0M | 1 | 1 | 2 | 04/18/2026 | ☆ | |
| 27323 | Jonathan W. Whitcraft CRD 138372 | Wealth Manager · Boutique (under $100M) | $4.0M | 8 | 8 | 1 | 06/01/2026 | ☆ | |
| 27324 | Massey Financial Group Limited Liability Company CRD 174650 | Wealth Manager · Boutique (under $100M) | $4.0M | 3 | 3 | 1 | 07/15/2025 | ☆ | |
| 27325 | Owlsense Wealth & Legacy Advisors Llc CRD 330627 | Stevenson Ranch, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 9 | 9 | 4 | 01/13/2026 | ☆ |
| 27326 | Path Wealth Management, Llc CRD 289359 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 12 | 12 | 1 | 12/01/2025 | ☆ | |
| 27327 | Quo Vadis Capital, Inc. CRD 288611 | Wealth Manager · Boutique (under $100M) | $4.0M | 15 | 15 | 2 | 03/31/2026 | ☆ | |
| 27328 | Rns Wealth Management, Llc CRD 297486 | Houston, TX | Wealth Manager · Boutique (under $100M) | $4.0M | 37 | 75 | 3 | 03/27/2026 | ☆ |
| 27329 | Solomon Investments & Financial Planning, Llc CRD 288867 | Macon, GA | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 75 | 75 | 1 | 05/30/2025 | ☆ |
| 27330 | Triangulated Capital Management, Llc CRD 323119 | Wealth Manager · Boutique (under $100M) | $4.0M | 13 | 13 | 1 | 06/01/2026 | ☆ | |
| 27331 | Api Capital, Llc CRD 334427 | Concord, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 2 | 2 | 03/11/2026 | ☆ | |
| 27332 | Langar Investment Management, Llc CRD 323433 | Mutual Fund / Asset Manager · Boutique (under $100M) | $4.0M | 1 | 1 | 2 | 03/18/2026 | ☆ | |
| 27333 | Capital Wise Advisory Llc CRD 329915 | Wesley Chapel, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 47 | 1 | 03/30/2026 | ☆ |
| 27334 | Omega Capital Management Llc CRD 332533 | New Albany, OH | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 5 | 4 | 1 | 03/25/2026 | ☆ |
| 27335 | Dr. Jeff Finance, Llc CRD 330181 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 6 | 1 | 03/20/2026 | ☆ | ||
| 27336 | Eric Simons, Llc CRD 165334 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 18 | 89 | 1 | 03/23/2026 | ☆ | |
| 27337 | Blake, Jason Earl CRD 306809 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 31 | 31 | 1 | 08/18/2026 | ☆ | |
| 27338 | System Research, Llc CRD 155311 | Wealth Manager · Boutique (under $100M) | $4.0M | 10 | 32 | 1 | 02/22/2026 | ☆ | |
| 27339 | Faav Finance As A Verb Llc CRD 325450 | Wealth Manager · Boutique (under $100M) | $4.0M | 19 | 1 | 08/10/2026 | ☆ | ||
| 27340 | Dirigo Investment Advisors, Llc CRD 285497 | Santa Monica, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 6 | 17 | 1 | 08/03/2026 | ☆ |
| 27341 | Edr Investment Advisors, Llc CRD 167879 | Eureka, MT | Wealth Manager · Boutique (under $100M) | $4.0M | 27 | 30 | 2 | 09/09/2026 | ☆ |
| 27342 | Noble Financial Advisors Llc CRD 164830 | Wealth Manager · Boutique (under $100M) | $4.0M | 11 | 11 | 1 | 03/30/2026 | ☆ | |
| 27343 | Aligning Wealth Llc CRD 314838 | Wealth Manager · Boutique (under $100M) | $4.0M | 16 | 39 | 1 | 08/19/2026 | ☆ | |
| 27344 | Gunn Financial Advisors, Llc CRD 319331 | Safety Harbor, FL | Wealth Manager · Boutique (under $100M) | $4.0M | 2 | 1 | 03/31/2026 | ☆ | |
| 27345 | Pinnacle Peak Capital Management Llc CRD 123588 | Wealth Manager · Boutique (under $100M) | $4.0M | 5 | 5 | 1 | 03/28/2026 | ☆ | |
| 27346 | A.M. Perricone Llc CRD 336599 | Insurance-Affiliated · Boutique (under $100M) | $4.0M | 19 | 66 | 1 | 03/31/2026 | ☆ | |
| 27347 | Sustainable Wealth Advisory Group Llc CRD 336574 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $4.0M | 33 | 55 | 1 | 03/27/2026 | ☆ |
| 27348 | Tailwind Financial Planning Llc CRD 309117 | Wealth Manager · Boutique (under $100M) | $4.0M | 5 | 26 | 1 | 09/28/2026 | ☆ | |
| 27349 | Denby Financial Services, Llc CRD 172764 | Wealth Manager · Boutique (under $100M) | $4.0M | 26 | 35 | 1 | 06/30/2026 | ☆ | |
| 27350 | Bryant Wealth Management, Inc. CRD 142236 | Insurance-Affiliated · Boutique (under $100M) | $3.9M | 8 | 11 | 1 | 08/25/2026 | ☆ |