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 |
|---|---|---|---|---|---|---|---|---|---|
| 28101 | Inversewealth Llc CRD 333749 | San Ramon, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 12 | 1 | 08/04/2026 | ☆ |
| 28102 | Ned Davis Research, Inc. CRD 112260 | Sarasota, FL | Mutual Fund / Asset Manager · Boutique (under $100M) | $2.2M | 1,577 | 2 | 68 | 12/18/2025 | ☆ |
| 28103 | Franson Financial Llc CRD 321943 | Hayward, WI | Wealth Manager · Boutique (under $100M) | $2.2M | 19 | 33 | 2 | 04/22/2026 | ☆ |
| 28104 | Strait Direction Wealth Management CRD 314742 | Lyndhurst, OH | Wealth Manager · Boutique (under $100M) | $2.2M | 17 | 17 | 1 | 03/31/2026 | ☆ |
| 28105 | Jcm3 Asset Management, Llc CRD 327263 | Wealth Manager · Boutique (under $100M) | $2.2M | 1 | 1 | 02/28/2026 | ☆ | ||
| 28106 | Fifth Point Advisors Llc CRD 282146 | Private Fund Manager · Boutique (under $100M) | $2.2M | 7 | 7 | 1 | 03/28/2026 | ☆ | |
| 28107 | Chez Shea Llc CRD 334080 | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 1 | 02/14/2026 | ☆ | ||
| 28108 | Two Tree Financial, Llc CRD 331906 | Wealth Manager · Boutique (under $100M) | $2.2M | 26 | 38 | 1 | 08/12/2026 | ☆ | |
| 28109 | N CRD 329377 | Wealth Manager · Boutique (under $100M) | $2.2M | 7 | 10 | 1 | 03/29/2025 | ☆ | |
| 28110 | Randall, Patrick Matthew CRD 318804 | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 15 | 1 | 03/31/2026 | ☆ | |
| 28111 | Joseph M. Larsen, C.P.A., P.C. CRD 281445 | Provo, UT | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 2 | 1 | 03/06/2026 | ☆ |
| 28112 | Clifton Myers Financial Advisory, Inc. CRD 132638 | Round Rock, TX | Wealth Manager · Boutique (under $100M) | $2.2M | 15 | 15 | 1 | 03/20/2026 | ☆ |
| 28113 | Gb Investments Llc CRD 283329 | Wealth Manager · Boutique (under $100M) | $2.2M | 9 | 9 | 1 | 07/23/2026 | ☆ | |
| 28114 | Gould Tactical Growth Llc CRD 287904 | Wealth Manager · Boutique (under $100M) | $2.2M | 7 | 13 | 1 | 03/31/2026 | ☆ | |
| 28115 | Harmony Capital Advisors, Llc CRD 325141 | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 5 | 2 | 03/26/2026 | ☆ | |
| 28116 | Kfi Advisors, Llc CRD 313636 | Wealth Manager · Boutique (under $100M) | $2.2M | 4 | 4 | 1 | 03/20/2026 | ☆ | |
| 28117 | Sila Value Advisors, Llc CRD 150760 | Manhattan Beach, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 4 | 4 | 1 | 04/13/2026 | ☆ |
| 28118 | The Lingmerth Inc CRD 330662 | Wealth Manager · Boutique (under $100M) | $2.2M | 9 | 9 | 1 | 03/10/2026 | ☆ | |
| 28119 | Tompkins, Jr. Gifford Leon CRD 310110 | La Jolla, CA | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 1 | 03/31/2026 | ☆ | |
| 28120 | Zinrett Financial Services, Llc CRD 327701 | Wealth Manager · Boutique (under $100M) | $2.2M | 20 | 27 | 1 | 04/01/2026 | ☆ | |
| 28121 | Mej Wealth Advisors Llc CRD 300388 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 7 | 7 | 1 | 03/02/2026 | ☆ | |
| 28122 | Mcmahon, Easton Tompers CRD 134785 | Wealth Manager · Boutique (under $100M) | $2.2M | 3 | 3 | 1 | 03/27/2026 | ☆ | |
| 28123 | Synergy Capital Advisors, Llc CRD 140982 | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 4 | 0 | 03/06/2026 | ☆ | |
| 28124 | Spar Wealth Management Llc CRD 292723 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 13 | 1 | 02/14/2022 | ☆ | |
| 28125 | Mc Wealth Advisors Llc CRD 336851 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 1 | 09/30/2026 | ☆ | ||
| 28126 | Magis Private Wealth Management, Llc CRD 127889 | Wealth Manager · Boutique (under $100M) | $2.2M | 0 | 6 | 1 | 03/30/2026 | ☆ | |
| 28127 | John C. Saunders, C.P.A., P.C. CRD 170706 | Rochester, NY | Institutional / Pension Advisor · Boutique (under $100M) | $2.2M | 7 | 7 | 1 | 03/10/2026 | ☆ |
| 28128 | Milestone Wealth Management & Insurance, Llc CRD 314573 | Wealth Manager · Boutique (under $100M) | $2.2M | 6 | 7 | 1 | 03/31/2026 | ☆ | |
| 28129 | True North Wealth Management Llc CRD 337463 | Palmer, AK | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 12 | 1 | 03/31/2026 | ☆ |
| 28130 | Fincrafters Advisory Llc CRD 338552 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 13 | 13 | 1 | 07/08/2026 | ☆ | |
| 28131 | Personal Financial Solutions, Llc CRD 127347 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 22 | 22 | 1 | 05/07/2025 | ☆ | |
| 28132 | Sab Group Financial, P.A CRD 147008 | Wealth Manager · Boutique (under $100M) | $2.2M | 17 | 18 | 1 | 11/01/2025 | ☆ | |
| 28133 | Gulfcrest Capital Management Llc CRD 314412 | Boca Raton, FL | Wealth Manager · Boutique (under $100M) | $2.2M | 10 | 10 | 2 | 02/09/2025 | ☆ |
| 28134 | Sadkowski Christopher George CRD 165611 | Wealth Manager · Boutique (under $100M) | $2.2M | 2 | 1 | 03/23/2026 | ☆ | ||
| 28135 | Leyland Cypress, Llc CRD 322964 | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 14 | 4 | 06/05/2026 | ☆ | |
| 28136 | Aberdour Investments Llc CRD 299195 | Wealth Manager · Boutique (under $100M) | $2.2M | 12 | 12 | 1 | 03/31/2026 | ☆ | |
| 28137 | Martin Financial Solutions, Llc CRD 155806 | Wealth Manager · Boutique (under $100M) | $2.2M | 11 | 22 | 1 | 03/31/2026 | ☆ | |
| 28138 | 364 Investing, Llc CRD 326563 | Insurance-Affiliated · Boutique (under $100M) | $2.2M | 83 | 83 | 1 | 07/26/2026 | ☆ | |
| 28139 | South Carolina Wealth Management Group, Llc CRD 169311 | Wealth Manager · Boutique (under $100M) | $2.2M | 16 | 41 | 1 | 03/26/2026 | ☆ | |
| 28140 | Crocker Capital, Llc CRD 298284 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 15 | 1 | 07/15/2026 | ☆ | |
| 28141 | Affinity Financial Llc CRD 144642 | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 15 | 35 | 1 | 06/15/2026 | ☆ | |
| 28142 | Awoye Capital, Llc CRD 312286 | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 31 | 52 | 1 | 02/25/2026 | ☆ | |
| 28143 | Arcanum Capital Management Llc CRD 335833 | Wealth Manager · Boutique (under $100M) | $2.1M | 7 | 16 | 1 | 02/25/2026 | ☆ | |
| 28144 | Jeffrey R. Jacobs CRD 141614 | Miami, FL | Wealth Manager · Boutique (under $100M) | $2.1M | 3 | 1 | 03/31/2026 | ☆ | |
| 28145 | Vincent C. Lucas, C.P.A., P.C. CRD 116080 | Mclean, VA | Insurance-Affiliated · Boutique (under $100M) | $2.1M | 9 | 9 | 1 | 06/15/2026 | ☆ |
| 28146 | Skb Advisory, Llc CRD 304778 | Houston, TX | Institutional / Pension Advisor · Boutique (under $100M) | $2.1M | 20 | 20 | 1 | 04/02/2026 | ☆ |
| 28147 | Feltman & Co. Llc CRD 333088 | Wealth Manager · Boutique (under $100M) | $2.1M | 2 | 1 | 02/19/2026 | ☆ | ||
| 28148 | Fingage Advisors Llc CRD 283340 | Wealth Manager · Boutique (under $100M) | $2.1M | 5 | 8 | 1 | 03/30/2026 | ☆ | |
| 28149 | Meclyn Capital Llc CRD 331162 | Wealth Manager · Boutique (under $100M) | $2.1M | 13 | 19 | 1 | 02/16/2026 | ☆ | |
| 28150 | Magnifi Llc CRD 309397 | Boulder, CO | Wealth Manager · Boutique (under $100M) | $2.1M | 7,648 | 7,648 | 35 | 07/16/2026 | ☆ |