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 |
|---|---|---|---|---|---|---|---|---|---|
| 27851 | Divergent Financial Advisory Services Llc CRD 316756 | Wealth Manager · Boutique (under $100M) | $2.8M | 16 | 31 | 1 | 05/29/2026 | ☆ | |
| 27852 | Independent Investment Advisor, Llc CRD 323058 | Wealth Manager · Boutique (under $100M) | $2.8M | 5 | 5 | 1 | 04/04/2025 | ☆ | |
| 27853 | Stratitech Consulting, Inc. CRD 231787 | Saint Charles, IL | Investment Adviser · Boutique (under $100M) | $2.8M | 15 | 1 | 01/11/2017 | ☆ | |
| 27854 | T Green Wealth Advisors Llc CRD 292162 | Wealth Manager · Boutique (under $100M) | $2.8M | 34 | 34 | 1 | 03/10/2026 | ☆ | |
| 27855 | Chiarezza Capital Management, Llc CRD 169290 | Wealth Manager · Boutique (under $100M) | $2.8M | 11 | 11 | 1 | 01/13/2026 | ☆ | |
| 27856 | Propel Private Wealth Llc CRD 340734 | Wealth Manager · Boutique (under $100M) | $2.8M | 3 | 3 | 1 | 08/03/2026 | ☆ | |
| 27857 | Fusion Planning Llc CRD 338879 | Wealth Manager · Boutique (under $100M) | $2.8M | 37 | 37 | 1 | 03/31/2026 | ☆ | |
| 27858 | Finmentum Llc CRD 339822 | Wealth Manager · Boutique (under $100M) | $2.8M | 7 | 7 | 1 | 03/30/2026 | ☆ | |
| 27859 | Silverbrook Investment Advisors, Inc. CRD 153911 | Insurance-Affiliated · Boutique (under $100M) | $2.8M | 27 | 27 | 1 | 01/08/2018 | ☆ | |
| 27860 | Ingeniq Llc CRD 327212 | Bedford, MA | Wealth Manager · Boutique (under $100M) | $2.8M | 0 | 19 | 1 | 09/29/2026 | ☆ |
| 27861 | Insight Family Financial, Llc CRD 317633 | Sarasota, FL | Wealth Manager · Boutique (under $100M) | $2.8M | 23 | 23 | 1 | 10/05/2026 | ☆ |
| 27862 | Socal Planners, Inc CRD 173062 | Valencia, CA | Insurance-Affiliated · Boutique (under $100M) | $2.8M | 18 | 18 | 1 | 08/11/2026 | ☆ |
| 27863 | Highline Private Wealth, Llc CRD 332393 | Wealth Manager · Boutique (under $100M) | $2.8M | 8 | 24 | 2 | 03/30/2026 | ☆ | |
| 27864 | Align Financial Planning, Llc CRD 324318 | Southern Pines, NC | Wealth Manager · Boutique (under $100M) | $2.8M | 15 | 49 | 1 | 03/11/2026 | ☆ |
| 27865 | Dph Financial Llc CRD 174893 | Wealth Manager · Boutique (under $100M) | $2.8M | 19 | 30 | 1 | 05/19/2026 | ☆ | |
| 27866 | Luther Wealth Management Llc CRD 296980 | Wealth Manager · Boutique (under $100M) | $2.8M | 6 | 7 | 1 | 03/29/2026 | ☆ | |
| 27867 | Stewardship Asset Management Llc CRD 334790 | Wealth Manager · Boutique (under $100M) | $2.7M | 14 | 20 | 1 | 01/05/2026 | ☆ | |
| 27868 | Seterios Wealth Advisors Llc CRD 322824 | Wealth Manager · Boutique (under $100M) | $2.7M | 2 | 3 | 10/22/2024 | ☆ | ||
| 27869 | Faithful Financial Llc CRD 305653 | Wealth Manager · Boutique (under $100M) | $2.7M | 13 | 27 | 1 | 08/14/2026 | ☆ | |
| 27870 | Infinity Financial Planning Llc CRD 305590 | Los Banos, CA | Wealth Manager · Boutique (under $100M) | $2.7M | 10 | 10 | 1 | 03/31/2026 | ☆ |
| 27871 | Orbit Financial Planning And Investments CRD 329538 | Wealth Manager · Boutique (under $100M) | $2.7M | 5 | 1 | 02/05/2026 | ☆ | ||
| 27872 | Courtside Wealth Partners Llc CRD 332257 | Wealth Manager · Boutique (under $100M) | $2.7M | 6 | 6 | 1 | 08/18/2026 | ☆ | |
| 27873 | Clearpeak Capital Management Llc CRD 315374 | Wealth Manager · Boutique (under $100M) | $2.7M | 26 | 25 | 1 | 06/27/2023 | ☆ | |
| 27874 | Legacy Planning Group Llc CRD 327860 | Wealth Manager · Boutique (under $100M) | $2.7M | 33 | 111 | 1 | 04/06/2026 | ☆ | |
| 27875 | Edgewater Management Partners Llc CRD 309715 | Wealth Manager · Boutique (under $100M) | $2.7M | 5 | 5 | 1 | 03/03/2025 | ☆ | |
| 27876 | Indian Head Partners Llc CRD 284815 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 12 | 1 | 05/19/2026 | ☆ | |
| 27877 | Global Macro Asset Management Llc CRD 171568 | Las Vegas, NV | Wealth Manager · Boutique (under $100M) | $2.7M | 9 | 9 | 2 | 03/16/2026 | ☆ |
| 27878 | Magis Management, Llc CRD 169249 | Wealth Manager · Boutique (under $100M) | $2.7M | 18 | 31 | 1 | 03/31/2026 | ☆ | |
| 27879 | Fortune Capital Management Llc CRD 311743 | Wealth Manager · Boutique (under $100M) | $2.7M | 12 | 15 | 1 | 09/07/2023 | ☆ | |
| 27880 | Spectrum Ac Advisors, Llc CRD 298849 | Wealth Manager · Boutique (under $100M) | $2.7M | 4 | 11 | 1 | 04/20/2026 | ☆ | |
| 27881 | Dfg Investments Llc CRD 330790 | Hilo, HI | Insurance-Affiliated · Boutique (under $100M) | $2.7M | 22 | 38 | 1 | 03/27/2026 | ☆ |
| 27882 | Griggs Capital Llc CRD 168137 | Wealth Manager · Boutique (under $100M) | $2.7M | 4 | 1 | 01/07/2026 | ☆ | ||
| 27883 | Ap Financial Contingency Group Inc CRD 310670 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 7 | 1 | 03/24/2026 | ☆ | |
| 27884 | Ronald L Perkins Dba Perkinsfinancail CRD 304422 | Madison, WI | Insurance-Affiliated · Boutique (under $100M) | $2.7M | 5 | 5 | 1 | 06/20/2025 | ☆ |
| 27885 | William Cary Capital Management, Llc CRD 292135 | Flourtown, PA | Private Fund Manager · Boutique (under $100M) | $2.7M | 1 | 1 | 2 | 03/30/2026 | ☆ |
| 27886 | Cadalyst, Llc CRD 283068 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 7 | 1 | 04/10/2025 | ☆ | |
| 27887 | Hughes Capital Management, Llc CRD 169138 | Wealth Manager · Boutique (under $100M) | $2.7M | 6 | 10 | 1 | 03/10/2026 | ☆ | |
| 27888 | Lakeview Financial Planning, Inc. CRD 289377 | Wealth Manager · Boutique (under $100M) | $2.7M | 9 | 10 | 1 | 10/02/2023 | ☆ | |
| 27889 | Yuka Corp CRD 337865 | Houston, TX | Wealth Manager · Boutique (under $100M) | $2.7M | 2 | 2 | 1 | 05/05/2026 | ☆ |
| 27890 | Dlc Wealth Management Llc CRD 330170 | Wealth Manager · Boutique (under $100M) | $2.7M | 18 | 26 | 2 | 06/02/2026 | ☆ | |
| 27891 | Lincoln Asset Management CRD 131192 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 7 | 1 | 05/15/2018 | ☆ | |
| 27892 | Wolfson Private Wealth, Llc CRD 314416 | Ft. Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $2.7M | 16 | 16 | 1 | 03/25/2026 | ☆ |
| 27893 | Organik Capital Llc CRD 322705 | Wealth Manager · Boutique (under $100M) | $2.7M | 8 | 18 | 1 | 03/31/2026 | ☆ | |
| 27894 | Newstead Capital Management Llc CRD 333245 | Wealth Manager · Boutique (under $100M) | $2.7M | 5 | 10 | 2 | 04/15/2026 | ☆ | |
| 27895 | Ultra Advisors Llc CRD 301668 | Lyndhurst, OH | Wealth Manager · Boutique (under $100M) | $2.7M | 76 | 46 | 4 | 03/31/2026 | ☆ |
| 27896 | Maximum Advisory Inc CRD 284983 | Wealth Manager · Boutique (under $100M) | $2.7M | 14 | 14 | 1 | 03/30/2026 | ☆ | |
| 27897 | Jeffries Wealth Management, Llc CRD 323385 | Wealth Manager · Boutique (under $100M) | $2.7M | 34 | 49 | 1 | 06/25/2026 | ☆ | |
| 27898 | Midwest Financial Management, Llc CRD 315738 | Wealth Manager · Boutique (under $100M) | $2.7M | 13 | 20 | 1 | 09/15/2026 | ☆ | |
| 27899 | Investably Llc CRD 315745 | Orlando, FL | Wealth Manager · Boutique (under $100M) | $2.7M | 10 | 32 | 1 | 08/27/2026 | ☆ |
| 27900 | Flatiron Wealth Advisors, Llc CRD 318513 | Wealth Manager · Boutique (under $100M) | $2.7M | 9 | 9 | 1 | 03/07/2026 | ☆ |