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 |
|---|---|---|---|---|---|---|---|---|---|
| 27901 | Lahoud & Associates Llc CRD 313749 | Wealth Manager · Boutique (under $100M) | $2.7M | 12 | 12 | 1 | 06/02/2026 | ☆ | |
| 27902 | Sovereign Capital Llc CRD 313108 | Wealth Manager · Boutique (under $100M) | $2.7M | 3 | 6 | 1 | 02/03/2026 | ☆ | |
| 27903 | Niro Nivesto Llc CRD 336777 | Wealth Manager · Boutique (under $100M) | $2.7M | 7 | 28 | 1 | 02/03/2026 | ☆ | |
| 27904 | Salt Creek Hills Money, Ltd. CRD 172401 | Wealth Manager · Boutique (under $100M) | $2.7M | 9 | 9 | 1 | 04/02/2026 | ☆ | |
| 27905 | Cratero Capital Llc CRD 317496 | St. Louis, MO | Wealth Manager · Boutique (under $100M) | $2.7M | 8 | 20 | 1 | 08/14/2026 | ☆ |
| 27906 | Blue Devil Advisors Llc CRD 329173 | Pittsburgh, PA | Wealth Manager · Boutique (under $100M) | $2.7M | 4 | 6 | 1 | 05/13/2026 | ☆ |
| 27907 | White Stork Asset Management Llc CRD 289149 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $2.7M | 25 | 25 | 2 | 01/05/2026 | ☆ |
| 27908 | Verecan Asset Management Inc. CRD 337563 | Halifax, Nova Scotia | Wealth Manager · Boutique (under $100M) | $2.7M | 10 | 15 | 39 | 03/30/2026 | ☆ |
| 27909 | Bellwether Investment Services Llc CRD 306126 | Wealth Manager · Boutique (under $100M) | $2.7M | 18 | 29 | 1 | 01/22/2026 | ☆ | |
| 27910 | Cortina Capital, Llc CRD 297218 | Wealth Manager · Boutique (under $100M) | $2.7M | 12 | 12 | 1 | 05/20/2026 | ☆ | |
| 27911 | Cip Capital Management, Llc CRD 321225 | Cambridge, MA | Wealth Manager · Boutique (under $100M) | $2.6M | 8 | 8 | 4 | 08/03/2026 | ☆ |
| 27912 | Your Investment Advisor Llc CRD 333179 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $2.6M | 14 | 16 | 1 | 01/02/2026 | ☆ |
| 27913 | Forward Financial Planning Llc CRD 322647 | Phoenix, AZ | Wealth Manager · Boutique (under $100M) | $2.6M | 10 | 1 | 09/10/2026 | ☆ | |
| 27914 | Sow And Reap Financial Llc CRD 331033 | Wealth Manager · Boutique (under $100M) | $2.6M | 0 | 23 | 1 | 04/01/2026 | ☆ | |
| 27915 | Nytrx Llc CRD 312141 | Wealth Manager · Boutique (under $100M) | $2.6M | 8 | 23 | 1 | 01/12/2026 | ☆ | |
| 27916 | Wintrice Money Advisors, Llc CRD 151272 | Wealth Manager · Boutique (under $100M) | $2.6M | 11 | 11 | 1 | 02/23/2026 | ☆ | |
| 27917 | American Expats In Europe Ltd. CRD 319225 | Wealth Manager · Boutique (under $100M) | $2.6M | 19 | 19 | 3 | 05/27/2026 | ☆ | |
| 27918 | Aeon Capital Partners, Llc CRD 308424 | Wealth Manager · Boutique (under $100M) | $2.6M | 23 | 32 | 1 | 07/21/2026 | ☆ | |
| 27919 | Group U, Llc CRD 329765 | Coral Gables, FL | Wealth Manager · Boutique (under $100M) | $2.6M | 24 | 24 | 1 | 04/27/2026 | ☆ |
| 27920 | Prajana Ventures, Llc CRD 330633 | Rock Hill, SC | Wealth Manager · Boutique (under $100M) | $2.6M | 185 | 185 | 3 | 10/05/2026 | ☆ |
| 27921 | Winyah Financial Services, Llc CRD 136690 | Insurance-Affiliated · Boutique (under $100M) | $2.6M | 8 | 8 | 1 | 01/15/2026 | ☆ | |
| 27922 | Burgan, Brian Wayne CRD 112906 | Wealth Manager · Boutique (under $100M) | $2.6M | 9 | 16 | 1 | 03/08/2026 | ☆ | |
| 27923 | Overshare Advice And Planning, Llc CRD 300372 | Wealth Manager · Boutique (under $100M) | $2.6M | 4 | 10 | 2 | 03/30/2026 | ☆ | |
| 27924 | Greystone Capital Management Llc CRD 305913 | Wealth Manager · Boutique (under $100M) | $2.6M | 14 | 15 | 1 | 03/31/2026 | ☆ | |
| 27925 | Adriatic Wealth Management Llc CRD 287493 | Norwalk, CT | Wealth Manager · Boutique (under $100M) | $2.6M | 20 | 20 | 1 | 03/30/2026 | ☆ |
| 27926 | Kpoint Capital Llc CRD 333024 | Manhasset, NY | Investment Adviser · Boutique (under $100M) | $2.6M | 9 | 1 | 04/26/2026 | ☆ | |
| 27927 | Mb Blue Gp Llc CRD 300176 | Santa Monica, CA | Wealth Manager · Boutique (under $100M) | $2.6M | 28 | 24 | 1 | 03/17/2026 | ☆ |
| 27928 | Martinez, Carla Lucia CRD 156071 | Insurance-Affiliated · Boutique (under $100M) | $2.6M | 13 | 13 | 1 | 03/30/2026 | ☆ | |
| 27929 | Conroy Capital Llc CRD 338896 | Wealth Manager · Boutique (under $100M) | $2.6M | 30 | 58 | 1 | 09/22/2026 | ☆ | |
| 27930 | Horizon Capital Management, Inc. CRD 110400 | Wealth Manager · Boutique (under $100M) | $2.6M | 35 | 35 | 1 | 01/22/2026 | ☆ | |
| 27931 | Investamily, Llc CRD 290204 | Wealth Manager · Boutique (under $100M) | $2.6M | 5 | 5 | 2 | 05/13/2026 | ☆ | |
| 27932 | Orchard Wealth & Legacy Management Llc CRD 289104 | Wealth Manager · Boutique (under $100M) | $2.6M | 9 | 23 | 1 | 03/25/2026 | ☆ | |
| 27933 | Rational Capital Advisors Llc CRD 323531 | Ambler, PA | Wealth Manager · Boutique (under $100M) | $2.6M | 4 | 2 | 03/23/2026 | ☆ | |
| 27934 | Scott, Roger Stephen CRD 143579 | Wealth Manager · Boutique (under $100M) | $2.6M | 9 | 9 | 1 | 02/02/2026 | ☆ | |
| 27935 | Moeller, Steven Dieter CRD 171312 | El Dorado Hills, CA | Insurance-Affiliated · Boutique (under $100M) | $2.6M | 5 | 3 | 1 | 02/17/2026 | ☆ |
| 27936 | Southern Wealth Builders Llc CRD 326800 | Wealth Manager · Boutique (under $100M) | $2.6M | 26 | 26 | 1 | 06/30/2026 | ☆ | |
| 27937 | Sg Financial Group, Llc CRD 324737 | Wealth Manager · Boutique (under $100M) | $2.6M | 7 | 10 | 1 | 03/31/2026 | ☆ | |
| 27938 | Cj Perry Financial, Llc CRD 330703 | Wealth Manager · Boutique (under $100M) | $2.6M | 10 | 15 | 1 | 03/24/2026 | ☆ | |
| 27939 | Holland Strategic Wealth Advisors Llc CRD 334665 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $2.6M | 18 | 24 | 1 | 04/27/2026 | ☆ |
| 27940 | Empower Financial Advisors, Llc CRD 334722 | Wealth Manager · Boutique (under $100M) | $2.6M | 5 | 1 | 08/21/2026 | ☆ | ||
| 27941 | Namsoft Advisors, Llc CRD 338837 | Wealth Manager · Boutique (under $100M) | $2.6M | 14 | 14 | 1 | 05/07/2026 | ☆ | |
| 27942 | Metcalf Investment Management, Llc CRD 307993 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $2.6M | 5 | 7 | 1 | 06/25/2026 | ☆ |
| 27943 | Sardona Global Advisors Llc CRD 326726 | Miami, FL | Wealth Manager · Boutique (under $100M) | $2.6M | 3 | 3 | 2 | 10/02/2026 | ☆ |
| 27944 | Richard K. E. Akinyemi CRD 165217 | Montgomery, AL | Wealth Manager · Boutique (under $100M) | $2.6M | 32 | 32 | 1 | 03/31/2026 | ☆ |
| 27945 | Empire Wealth Management, Llc CRD 155101 | Wealth Manager · Boutique (under $100M) | $2.6M | 12 | 15 | 1 | 03/04/2026 | ☆ | |
| 27946 | Long Advisors Llc CRD 322839 | Wealth Manager · Boutique (under $100M) | $2.6M | 3 | 3 | 1 | 01/09/2026 | ☆ | |
| 27947 | Dressel, Matthew, Elliott CRD 150271 | Morehead City, NC | Wealth Manager · Boutique (under $100M) | $2.6M | 150 | 150 | 1 | 03/07/2026 | ☆ |
| 27948 | Jwc Advisors Llc CRD 306824 | Wealth Manager · Boutique (under $100M) | $2.6M | 10 | 10 | 1 | 03/07/2026 | ☆ | |
| 27949 | Monreal,Mark CRD 134346 | Insurance-Affiliated · Boutique (under $100M) | $2.5M | 21 | 32 | 1 | 01/28/2026 | ☆ | |
| 27950 | Hughes Wealth Management Incorporated CRD 321954 | Wealth Manager · Boutique (under $100M) | $2.5M | 3 | 3 | 0 | 06/09/2026 | ☆ |