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 |
|---|---|---|---|---|---|---|---|---|---|
| 27551 | Kin Stewards Llc CRD 340120 | Wealth Manager · Boutique (under $100M) | $3.4M | 1 | 3 | 1 | 06/30/2026 | ☆ | |
| 27552 | Aspen Gold Financial Llc CRD 297297 | Brighton, CO | Wealth Manager · Boutique (under $100M) | $3.4M | 14 | 21 | 1 | 05/13/2026 | ☆ |
| 27553 | Coastal Asset Management Llc CRD 283252 | Wealth Manager · Boutique (under $100M) | $3.4M | 14 | 14 | 1 | 03/30/2026 | ☆ | |
| 27554 | Cool Wealth Management Llc CRD 333281 | Tempe, AZ | Wealth Manager · Boutique (under $100M) | $3.4M | 9 | 20 | 1 | 03/17/2026 | ☆ |
| 27555 | Echo Financial Llc CRD 324698 | Arnold, NE | Insurance-Affiliated · Boutique (under $100M) | $3.4M | 41 | 60 | 1 | 08/14/2026 | ☆ |
| 27556 | Latticework Investments, Llc CRD 316290 | Lafayette, LA | Private Fund Manager · Boutique (under $100M) | $3.4M | 1 | 1 | 1 | 03/31/2023 | ☆ |
| 27557 | Favored Financial Planning, Llc CRD 160940 | Wealth Manager · Boutique (under $100M) | $3.4M | 10 | 6 | 1 | 03/31/2026 | ☆ | |
| 27558 | Legacy Financial CRD 153236 | Front Royal, VA | Wealth Manager · Boutique (under $100M) | $3.4M | 51 | 51 | 1 | 04/13/2026 | ☆ |
| 27559 | N CRD 328617 | Wealth Manager · Boutique (under $100M) | $3.4M | 5 | 24 | 2 | 05/29/2025 | ☆ | |
| 27560 | Systematic Wealth Management, Inc. CRD 326687 | Glenwood Springs, CO | Wealth Manager · Boutique (under $100M) | $3.4M | 16 | 1 | 03/16/2026 | ☆ | |
| 27561 | Sustainable Investment Partners Llc CRD 327458 | Wealth Manager · Boutique (under $100M) | $3.4M | 2 | 1 | 03/16/2026 | ☆ | ||
| 27562 | Rittenhouse Wealth Management, Llc CRD 315107 | Philadelphia, PA | Wealth Manager · Boutique (under $100M) | $3.4M | 8 | 1 | 03/31/2026 | ☆ | |
| 27563 | Linnard Financial Management & Planning, Inc. CRD 130356 | Wealth Manager · Boutique (under $100M) | $3.4M | 5 | 29 | 2 | 03/28/2026 | ☆ | |
| 27564 | Gt Wealth Llc CRD 315874 | Lebanon, PA | Wealth Manager · Boutique (under $100M) | $3.4M | 7 | 7 | 1 | 09/25/2026 | ☆ |
| 27565 | Reserve Wealth Planning, Llc CRD 325033 | Wealth Manager · Boutique (under $100M) | $3.4M | 21 | 41 | 1 | 02/28/2026 | ☆ | |
| 27566 | Thales Investment Services, Inc. CRD 160774 | Wealth Manager · Boutique (under $100M) | $3.4M | 33 | 43 | 2 | 03/30/2026 | ☆ | |
| 27567 | Willcox Wealth Planning, Llc CRD 335728 | New York, NY | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 18 | 1 | 09/03/2026 | ☆ |
| 27568 | Us Growth Partners, Llc CRD 318763 | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 1 | 01/14/2026 | ☆ | ||
| 27569 | Jco Advisors Llc CRD 329489 | Wealth Manager · Boutique (under $100M) | $3.3M | 6 | 9 | 1 | 02/25/2026 | ☆ | |
| 27570 | N CRD 314173 | Wealth Manager · Boutique (under $100M) | $3.3M | 173 | 173 | 3 | 02/21/2026 | ☆ | |
| 27571 | Adaptive Wealth, Llc CRD 171045 | Wealth Manager · Boutique (under $100M) | $3.3M | 9 | 17 | 1 | 04/01/2026 | ☆ | |
| 27572 | Santa Cruz Wealth Management Inc. CRD 325737 | Westlake Village, CA | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 18 | 18 | 1 | 05/18/2026 | ☆ |
| 27573 | Jason Webster CRD 168347 | Wealth Manager · Boutique (under $100M) | $3.3M | 6 | 14 | 1 | 03/30/2026 | ☆ | |
| 27574 | Sursum Financial Llc CRD 317529 | Wealth Manager · Boutique (under $100M) | $3.3M | 12 | 21 | 1 | 03/20/2026 | ☆ | |
| 27575 | Myers,Walter Loving CRD 151436 | Wealth Manager · Boutique (under $100M) | $3.3M | 13 | 13 | 1 | 04/16/2026 | ☆ | |
| 27576 | Atlas Wealth Management Llc CRD 331239 | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 12 | 1 | 02/12/2026 | ☆ | |
| 27577 | Vail Valley Asset Management, Llc CRD 316377 | Wealth Manager · Boutique (under $100M) | $3.3M | 39 | 39 | 2 | 01/21/2026 | ☆ | |
| 27578 | Eightone Capital Llc CRD 318132 | Wealth Manager · Boutique (under $100M) | $3.3M | 18 | 29 | 1 | 07/27/2026 | ☆ | |
| 27579 | Bill Messner Contrarian Investment Advisory, Llc CRD 301701 | Wealth Manager · Boutique (under $100M) | $3.3M | 33 | 33 | 1 | 03/25/2026 | ☆ | |
| 27580 | Ball Investments Corporation CRD 329782 | Wealth Manager · Boutique (under $100M) | $3.3M | 69 | 194 | 1 | 07/12/2026 | ☆ | |
| 27581 | Button & Button Wealth Management Llc CRD 320823 | Greensboro, NC | Wealth Manager · Boutique (under $100M) | $3.3M | 17 | 17 | 2 | 02/09/2026 | ☆ |
| 27582 | Fortune Advisory Services Llc CRD 289517 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $3.3M | 243 | 243 | 1 | 09/12/2024 | ☆ |
| 27583 | Hickman Financial, Llc CRD 168382 | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 30 | 39 | 1 | 05/28/2026 | ☆ | |
| 27584 | Long Faith Capital Llc CRD 312759 | Wealth Manager · Boutique (under $100M) | $3.3M | 15 | 14 | 1 | 12/10/2025 | ☆ | |
| 27585 | Objective Investments, Llc CRD 291514 | Wealth Manager · Boutique (under $100M) | $3.3M | 15 | 15 | 1 | 01/05/2026 | ☆ | |
| 27586 | Round Table Investment Services, Llc CRD 335767 | Wealth Manager · Boutique (under $100M) | $3.3M | 5 | 1 | 03/30/2026 | ☆ | ||
| 27587 | Jssr Capital Llc CRD 311066 | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 26 | 53 | 1 | 02/28/2025 | ☆ | |
| 27588 | Homewood Capital Management East Llc CRD 289221 | Wealth Manager · Boutique (under $100M) | $3.3M | 20 | 21 | 1 | 03/30/2026 | ☆ | |
| 27589 | Breakaway Independent Advisors, Llc CRD 340675 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $3.3M | 5 | 14 | 1 | 09/03/2026 | ☆ |
| 27590 | Pennant Wealth Management Llc CRD 331948 | Wealth Manager · Boutique (under $100M) | $3.3M | 23 | 52 | 1 | 03/10/2026 | ☆ | |
| 27591 | Masdevallia Llc CRD 289095 | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 8 | 17 | 1 | 01/22/2026 | ☆ | |
| 27592 | Kehlet Capital Management, Llc CRD 289333 | Wealth Manager · Boutique (under $100M) | $3.3M | 7 | 11 | 1 | 07/22/2026 | ☆ | |
| 27593 | Dance Investment Partners Llc CRD 335896 | St. George, UT | Wealth Manager · Boutique (under $100M) | $3.3M | 12 | 13 | 1 | 08/21/2026 | ☆ |
| 27594 | The Spinelli Group Llc CRD 145515 | Wealth Manager · Boutique (under $100M) | $3.3M | 11 | 11 | 0 | 01/05/2026 | ☆ | |
| 27595 | A E I Financial Strategies Inc. CRD 307099 | Santa Rosa, CA | Insurance-Affiliated · Boutique (under $100M) | $3.3M | 22 | 22 | 1 | 04/06/2026 | ☆ |
| 27596 | Wealthier Way, Llc CRD 304347 | Wealth Manager · Boutique (under $100M) | $3.3M | 0 | 18 | 1 | 03/31/2026 | ☆ | |
| 27597 | Hill Top Financial Planning, Llc CRD 296862 | Wealth Manager · Boutique (under $100M) | $3.3M | 6 | 31 | 1 | 03/19/2026 | ☆ | |
| 27598 | Kinvest Capital Management, Inc. CRD 304080 | Wealth Manager · Boutique (under $100M) | $3.3M | 2 | 1 | 08/06/2026 | ☆ | ||
| 27599 | Lifelong Investment Management Services Llc CRD 158324 | Wealth Manager · Boutique (under $100M) | $3.3M | 14 | 26 | 1 | 03/27/2026 | ☆ | |
| 27600 | 133 Legacy Planning Group Llc CRD 328921 | Wealth Manager · Boutique (under $100M) | $3.3M | 35 | 74 | 1 | 03/06/2026 | ☆ |