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 |
|---|---|---|---|---|---|---|---|---|---|
| 27651 | Tian Capital Llc CRD 283207 | Wealth Manager · Boutique (under $100M) | $2.9M | 7 | 1 | 01/09/2026 | ☆ | ||
| 27652 | Homestake Venture Partners Llc CRD 288161 | Private Fund Manager · Boutique (under $100M) | $2.9M | 9 | 9 | 3 | 03/13/2026 | ☆ | |
| 27653 | Catalano Consulting And Insurance Services, Llc CRD 298405 | The Woodlands, TX | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 19 | 16 | 1 | 08/05/2026 | ☆ |
| 27654 | The Lyttle Company, Llc CRD 304743 | Wealth Manager · Boutique (under $100M) | $2.9M | 3 | 5 | 1 | 04/02/2026 | ☆ | |
| 27655 | Bianco Capital Management, Llc CRD 300934 | Davin, WV | Wealth Manager · Boutique (under $100M) | $2.9M | 10 | 28 | 1 | 03/30/2026 | ☆ |
| 27656 | Maslar Financial, Inc. CRD 293840 | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 18 | 47 | 1 | 02/24/2026 | ☆ | |
| 27657 | Investors Advisory Services Inc CRD 105505 | Wealth Manager · Boutique (under $100M) | $2.9M | 11 | 15 | 1 | 02/12/2026 | ☆ | |
| 27658 | Boca Retirement Strategies Inc. CRD 310150 | Wealth Manager · Boutique (under $100M) | $2.9M | 24 | 46 | 1 | 01/28/2026 | ☆ | |
| 27659 | Albatross Investment Services Llc CRD 282713 | Saint Louis, MO | Wealth Manager · Boutique (under $100M) | $2.9M | 24 | 24 | 1 | 03/16/2026 | ☆ |
| 27660 | Jacobs, Richard Cyril CRD 139136 | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 10 | 18 | 1 | 03/26/2026 | ☆ | |
| 27661 | Deborah L Matz CRD 304112 | Wealth Manager · Boutique (under $100M) | $2.9M | 11 | 21 | 1 | 07/21/2026 | ☆ | |
| 27662 | Narrow Road Financial Planning Llc CRD 334228 | Wealth Manager · Boutique (under $100M) | $2.9M | 25 | 55 | 1 | 03/23/2026 | ☆ | |
| 27663 | Abbington Wells Llc. CRD 157464 | Wealth Manager · Boutique (under $100M) | $2.9M | 14 | 13 | 1 | 06/29/2026 | ☆ | |
| 27664 | Elite Wealthcare Llc CRD 318420 | Wealth Manager · Boutique (under $100M) | $2.9M | 26 | 35 | 1 | 02/27/2026 | ☆ | |
| 27665 | W Bradley Wealth Management Llc CRD 333063 | Wealth Manager · Boutique (under $100M) | $2.9M | 1 | 1 | 1 | 02/23/2026 | ☆ | |
| 27666 | Depasquale, John, Robert CRD 114938 | Wealth Manager · Boutique (under $100M) | $2.9M | 8 | 16 | 1 | 12/22/2023 | ☆ | |
| 27667 | Financial Wellness Solutions, Llc CRD 170465 | Wealth Manager · Boutique (under $100M) | $2.9M | 8 | 8 | 1 | 03/31/2026 | ☆ | |
| 27668 | Infinity Financial Wealth Management Llc CRD 337858 | Norcross, GA | Wealth Manager · Boutique (under $100M) | $2.9M | 15 | 15 | 1 | 03/20/2026 | ☆ |
| 27669 | Ristau Capital, Llc CRD 309325 | Wealth Manager · Boutique (under $100M) | $2.9M | 15 | 15 | 1 | 03/19/2026 | ☆ | |
| 27670 | Compound Insight, Llc CRD 298150 | Wealth Manager · Boutique (under $100M) | $2.9M | 7 | 7 | 1 | 01/09/2026 | ☆ | |
| 27671 | Lepore Financial Services Llc CRD 156530 | Manasquan, NJ | Wealth Manager · Boutique (under $100M) | $2.9M | 12 | 12 | 1 | 03/29/2025 | ☆ |
| 27672 | The Insight Advisory Group, Llc CRD 281229 | Havertown, PA | Investment Adviser · Boutique (under $100M) | $2.9M | 2 | 2 | 2 | 03/30/2026 | ☆ |
| 27673 | Mjs Capital Inc. CRD 152055 | Wealth Manager · Boutique (under $100M) | $2.9M | 11 | 23 | 1 | 03/31/2026 | ☆ | |
| 27674 | Magna Advisors, Llc CRD 334849 | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 27 | 37 | 1 | 05/11/2026 | ☆ | |
| 27675 | Guardian Advisors, Llc CRD 127459 | Wealth Manager · Boutique (under $100M) | $2.9M | 2 | 2 | 1 | 03/31/2026 | ☆ | |
| 27676 | Abacus Wealth Factors, Llc CRD 285839 | Savannah, GA | Wealth Manager · Boutique (under $100M) | $2.9M | 0 | 5 | 1 | 03/25/2026 | ☆ |
| 27677 | Ee Fund Management Llc CRD 134401 | Wealth Manager · Boutique (under $100M) | $2.9M | 2 | 1 | 03/31/2026 | ☆ | ||
| 27678 | Finco Advisory Llc CRD 312984 | Wealth Manager · Boutique (under $100M) | $2.9M | 3 | 1 | 01/23/2024 | ☆ | ||
| 27679 | Lw Pacific Investments Llc CRD 171641 | Wealth Manager · Boutique (under $100M) | $2.9M | 5 | 1 | 03/30/2026 | ☆ | ||
| 27680 | Jade Financial Llc CRD 330455 | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 9 | 11 | 1 | 03/05/2026 | ☆ | |
| 27681 | Jt Asset Allocation Llc CRD 291390 | Orlando Park, IL | Wealth Manager · Boutique (under $100M) | $2.9M | 9 | 9 | 2 | 03/19/2026 | ☆ |
| 27682 | Adams, Glenn Geoffrey CRD 141878 | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 29 | 29 | 1 | 03/31/2026 | ☆ | |
| 27683 | Reinhart Asset Management Llc CRD 133632 | Toledo, OH | Wealth Manager · Boutique (under $100M) | $2.9M | 18 | 23 | 1 | 03/23/2026 | ☆ |
| 27684 | Kayyal, Amirreza CRD 166026 | Laguna Hills, CA | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 29 | 29 | 1 | 01/05/2026 | ☆ |
| 27685 | Strategic Choices Wealth Advisors Inc. CRD 292525 | South Pasadena, CA | Wealth Manager · Boutique (under $100M) | $2.9M | 43 | 43 | 1 | 06/23/2026 | ☆ |
| 27686 | Hesperian Wealth Llc CRD 317351 | Wealth Manager · Boutique (under $100M) | $2.9M | 5 | 20 | 1 | 02/09/2026 | ☆ | |
| 27687 | Baskerville Capital Management, Llc CRD 158289 | Private Fund Manager · Boutique (under $100M) | $2.9M | 1 | 1 | 1 | 03/30/2026 | ☆ | |
| 27688 | Cp Financial Advisory, Llc CRD 326604 | Institutional / Pension Advisor · Boutique (under $100M) | $2.9M | 6 | 6 | 1 | 08/10/2026 | ☆ | |
| 27689 | Jackson Peak Capital Llc CRD 324352 | Lafayette, CA | Wealth Manager · Boutique (under $100M) | $2.9M | 10 | 10 | 1 | 07/15/2026 | ☆ |
| 27690 | Magpie Consulting Llc CRD 149253 | Wealth Manager · Boutique (under $100M) | $2.9M | 12 | 1 | 06/29/2026 | ☆ | ||
| 27691 | Thrive Portfolios, Inc. CRD 314414 | San Diego, CA | Wealth Manager · Boutique (under $100M) | $2.9M | 16 | 41 | 1 | 03/30/2026 | ☆ |
| 27692 | Founder Etfs Llc CRD 335174 | Dallas, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $2.9M | 1 | 1 | 1 | 05/01/2026 | ☆ |
| 27693 | Lifestyle Financial Services, Llc CRD 324660 | Wealth Manager · Boutique (under $100M) | $2.9M | 22 | 22 | 0 | 03/24/2026 | ☆ | |
| 27694 | Karstens Wealth Llc CRD 321646 | Oak Brook, IL | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 14 | 13 | 1 | 07/11/2022 | ☆ |
| 27695 | Shore Financial Advisors, Llc CRD 334089 | Easton, MD | Wealth Manager · Boutique (under $100M) | $2.9M | 1 | 1 | 1 | 02/09/2026 | ☆ |
| 27696 | Tulip Financial Planning Llc CRD 336306 | Wealth Manager · Boutique (under $100M) | $2.9M | 24 | 24 | 0 | 06/02/2026 | ☆ | |
| 27697 | Starbord Llc CRD 174041 | Insurance-Affiliated · Boutique (under $100M) | $2.9M | 7 | 1 | 03/26/2026 | ☆ | ||
| 27698 | Lundmark, Jonathan Paul CRD 127727 | Tyler, TX | Wealth Manager · Boutique (under $100M) | $2.9M | 13 | 13 | 1 | 03/07/2026 | ☆ |
| 27699 | Lestna Retirement, Llc CRD 171753 | Wealth Manager · Boutique (under $100M) | $2.9M | 22 | 34 | 2 | 03/31/2026 | ☆ | |
| 27700 | 2020 Financial Planning Llc CRD 153979 | Seattle, WA | Wealth Manager · Boutique (under $100M) | $2.9M | 1 | 1 | 1 | 03/06/2026 | ☆ |