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 |
|---|---|---|---|---|---|---|---|---|---|
| 27651 | Impellizeri, Paul C CRD 317292 | Wealth Manager · Boutique (under $100M) | $3.2M | 19 | 18 | 1 | 01/13/2026 | ☆ | |
| 27652 | Spencer Hawkins Investment Adviser, Llc CRD 298545 | Wealth Manager · Boutique (under $100M) | $3.2M | 15 | 20 | 1 | 03/16/2026 | ☆ | |
| 27653 | Bayview Financial Planning, Llc CRD 329073 | Wealth Manager · Boutique (under $100M) | $3.2M | 6 | 16 | 1 | 01/02/2026 | ☆ | |
| 27654 | First Choice Financial Planning, Llc CRD 166363 | Wealth Manager · Boutique (under $100M) | $3.2M | 31 | 31 | 1 | 01/30/2026 | ☆ | |
| 27655 | Courseview Capital Llc CRD 311997 | Wealth Manager · Boutique (under $100M) | $3.2M | 6 | 6 | 1 | 03/31/2026 | ☆ | |
| 27656 | Fm Capital Group Llc CRD 170285 | Oakland, CA | Wealth Manager · Boutique (under $100M) | $3.2M | 9 | 9 | 0 | 03/31/2026 | ☆ |
| 27657 | Spring Ocean Capital Llc CRD 282737 | Chagrin Falls, OH | Wealth Manager · Boutique (under $100M) | $3.2M | 1 | 8 | 1 | 03/31/2026 | ☆ |
| 27658 | Bartee Capital Management, Llc CRD 284466 | Wealth Manager · Boutique (under $100M) | $3.1M | 22 | 22 | 2 | 03/23/2026 | ☆ | |
| 27659 | Cn Wealth Llc CRD 334386 | Nashville, TN | Wealth Manager · Boutique (under $100M) | $3.1M | 11 | 1 | 02/12/2026 | ☆ | |
| 27660 | Prometheus Capital Management Llc CRD 327540 | Orlando, FL | Wealth Manager · Boutique (under $100M) | $3.1M | 3 | 7 | 1 | 01/26/2026 | ☆ |
| 27661 | Emergent Fortuity Financial, Llc CRD 299328 | Plantation, FL | Wealth Manager · Boutique (under $100M) | $3.1M | 48 | 48 | 1 | 03/05/2026 | ☆ |
| 27662 | Gerhardt Clemans Wealth Management, Inc. CRD 227787 | Thendara, NY | Wealth Manager · Boutique (under $100M) | $3.1M | 51 | 51 | 1 | 03/18/2022 | ☆ |
| 27663 | P3 Financial Management, Llc CRD 129497 | Wealth Manager · Boutique (under $100M) | $3.1M | 2 | 9 | 1 | 11/29/2024 | ☆ | |
| 27664 | Conviction Wealth Management Llc CRD 332751 | Wealth Manager · Boutique (under $100M) | $3.1M | 8 | 14 | 1 | 08/05/2026 | ☆ | |
| 27665 | Fichter, Nicholas Clarke CRD 131997 | Wealth Manager · Boutique (under $100M) | $3.1M | 27 | 27 | 1 | 07/19/2024 | ☆ | |
| 27666 | Heiser, William Caulfield CRD 168924 | Wealth Manager · Boutique (under $100M) | $3.1M | 11 | 28 | 1 | 05/02/2025 | ☆ | |
| 27667 | Ulmer Financial Llc CRD 319222 | Wealth Manager · Boutique (under $100M) | $3.1M | 29 | 81 | 1 | 03/27/2026 | ☆ | |
| 27668 | Finomenon Investments Llc CRD 330907 | Wealth Manager · Boutique (under $100M) | $3.1M | 16 | 23 | 2 | 02/09/2026 | ☆ | |
| 27669 | Still River Financial Planning Llc CRD 317254 | Wealth Manager · Boutique (under $100M) | $3.1M | 26 | 38 | 1 | 03/31/2026 | ☆ | |
| 27670 | Elk Capital Advisors, Llc CRD 159373 | Wealth Manager · Boutique (under $100M) | $3.1M | 12 | 13 | 1 | 09/15/2026 | ☆ | |
| 27671 | Citrine & Gold Llc CRD 328183 | Denver, CO | Insurance-Affiliated · Boutique (under $100M) | $3.1M | 57 | 57 | 2 | 03/30/2026 | ☆ |
| 27672 | Cultivate Wealth Llc CRD 331851 | Wealth Manager · Boutique (under $100M) | $3.1M | 6 | 1 | 08/04/2026 | ☆ | ||
| 27673 | Goodrich Asset Management Llc CRD 151582 | Wealth Manager · Boutique (under $100M) | $3.1M | 7 | 7 | 1 | 03/30/2026 | ☆ | |
| 27674 | Donald H. Freimark Cfa, Llc CRD 298172 | Wealth Manager · Boutique (under $100M) | $3.1M | 6 | 6 | 1 | 03/26/2026 | ☆ | |
| 27675 | Skipjack Financial, Llc CRD 332271 | Wealth Manager · Boutique (under $100M) | $3.1M | 6 | 31 | 1 | 03/04/2026 | ☆ | |
| 27676 | Ascend Investment Management, Llc CRD 307989 | Insurance-Affiliated · Boutique (under $100M) | $3.1M | 47 | 47 | 2 | 09/25/2026 | ☆ | |
| 27677 | Red Haven Advisors, Llc CRD 307311 | Wealth Manager · Boutique (under $100M) | $3.1M | 16 | 24 | 1 | 02/21/2026 | ☆ | |
| 27678 | Sabela Consulting Group CRD 285240 | Lake Elmo, MN | Wealth Manager · Boutique (under $100M) | $3.1M | 12 | 12 | 1 | 01/27/2026 | ☆ |
| 27679 | Wealthface Llc CRD 298984 | Al Maryah Island, Abu Dhabi | Wealth Manager · Boutique (under $100M) | $3.1M | 23 | 23 | 1 | 03/18/2026 | ☆ |
| 27680 | Bullbear Investment Management, Llc CRD 141513 | Los Angeles, CA | Wealth Manager · Boutique (under $100M) | $3.1M | 14 | 1 | 03/30/2026 | ☆ | |
| 27681 | Geddi Capital Llc CRD 313214 | Wealth Manager · Boutique (under $100M) | $3.1M | 53 | 76 | 2 | 07/07/2026 | ☆ | |
| 27682 | Hunjo Llc CRD 290595 | Westport, CT | Wealth Manager · Boutique (under $100M) | $3.1M | 2 | 2 | 1 | 03/25/2026 | ☆ |
| 27683 | Ronald J. Iannucci Cfp CRD 298181 | Woodbury, CT | Insurance-Affiliated · Boutique (under $100M) | $3.1M | 53 | 80 | 1 | 03/06/2025 | ☆ |
| 27684 | Salt Capital Wealth Management, Llc CRD 309267 | Ladera Ranch, CA | Wealth Manager · Boutique (under $100M) | $3.1M | 20 | 20 | 1 | 10/08/2026 | ☆ |
| 27685 | Shetland Financial, Pllc CRD 308958 | Center Valley, PA | Wealth Manager · Boutique (under $100M) | $3.1M | 6 | 6 | 2 | 03/18/2026 | ☆ |
| 27686 | Walker Capital Partners, Llc CRD 328871 | Bedford, NH | Private Fund Manager · Boutique (under $100M) | $3.1M | 33 | 41 | 2 | 09/23/2026 | ☆ |
| 27687 | Ltc Wealth Management, Llc CRD 290672 | Wealth Manager · Boutique (under $100M) | $3.1M | 12 | 17 | 1 | 03/26/2026 | ☆ | |
| 27688 | Modica Jr. Joseph Nicholas CRD 135583 | Lebanon, TN | Insurance-Affiliated · Boutique (under $100M) | $3.1M | 12 | 12 | 1 | 02/20/2026 | ☆ |
| 27689 | Challenge Everything Financial Llc CRD 324193 | Lenexa, KS | Wealth Manager · Boutique (under $100M) | $3.1M | 25 | 75 | 1 | 09/07/2026 | ☆ |
| 27690 | Mahalo Advisory Services, Llc CRD 144793 | Wealth Manager · Boutique (under $100M) | $3.1M | 33 | 33 | 1 | 03/27/2026 | ☆ | |
| 27691 | Islands East Advisors Llc CRD 327578 | Chester, MD | Wealth Manager · Boutique (under $100M) | $3.1M | 20 | 36 | 1 | 08/06/2026 | ☆ |
| 27692 | D.A. Schwenker & Assoc.'S, Inc. CRD 119746 | Pagosa Springs, CO | Insurance-Affiliated · Boutique (under $100M) | $3.1M | 20 | 20 | 1 | 02/22/2026 | ☆ |
| 27693 | Convexity Investments Llc CRD 315257 | Wealth Manager · Boutique (under $100M) | $3.1M | 7 | 19 | 1 | 03/17/2026 | ☆ | |
| 27694 | Kna Capital Management, Llc CRD 330814 | Wealth Manager · Boutique (under $100M) | $3.1M | 10 | 14 | 1 | 02/26/2026 | ☆ | |
| 27695 | Shaffer Asset Management, Inc. CRD 113383 | Wealth Manager · Boutique (under $100M) | $3.1M | 14 | 14 | 1 | 03/31/2026 | ☆ | |
| 27696 | Agnew Capital Management Llc CRD 165305 | Wealth Manager · Boutique (under $100M) | $3.1M | 20 | 36 | 1 | 02/03/2026 | ☆ | |
| 27697 | Jacoby Agency Insurance Services, Inc. CRD 297461 | Encino, CA | Insurance-Affiliated · Boutique (under $100M) | $3.1M | 13 | 29 | 2 | 01/15/2026 | ☆ |
| 27698 | Selezioni By Paolo Bernardi Inc CRD 319237 | Wealth Manager · Boutique (under $100M) | $3.1M | 11 | 11 | 1 | 03/25/2026 | ☆ | |
| 27699 | Oelze, Melvin Kurt CRD 132874 | Wealth Manager · Boutique (under $100M) | $3.1M | 10 | 10 | 2 | 08/31/2021 | ☆ | |
| 27700 | Gillespie Associates Llc. CRD 116643 | Private Fund Manager · Boutique (under $100M) | $3.1M | 1 | 1 | 1 | 10/05/2026 | ☆ |