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 |
|---|---|---|---|---|---|---|---|---|---|
| 28801 | Tusker Wealth Management, Llc CRD 300005 | Insurance-Affiliated · Boutique (under $100M) | $810K | 8 | 7 | 1 | 12/08/2025 | ☆ | |
| 28802 | 19:21 Investing, Llc CRD 333967 | Wealth Manager · Boutique (under $100M) | $810K | 7 | 7 | 1 | 02/25/2026 | ☆ | |
| 28803 | Jill Taylor Gordon CRD 114577 | Lantana, TX | Wealth Manager · Boutique (under $100M) | $807K | 4 | 5 | 1 | 02/19/2026 | ☆ |
| 28804 | Ola Invierte, Llc CRD 318691 | Wealth Manager · Boutique (under $100M) | $804K | 54 | 54 | 1 | 02/10/2026 | ☆ | |
| 28805 | Brookside Capital Group Llc CRD 334658 | Insurance-Affiliated · Boutique (under $100M) | $800K | 7 | 7 | 1 | 04/17/2026 | ☆ | |
| 28806 | Btg Capital Management Inc. CRD 286476 | Wealth Manager · Boutique (under $100M) | $800K | 3 | 1 | 03/04/2020 | ☆ | ||
| 28807 | Leonard, Jr., Gary Allan CRD 162016 | Wealth Manager · Boutique (under $100M) | $800K | 20 | 20 | 1 | 01/07/2026 | ☆ | |
| 28808 | P. G. Earl Investment Advisers, L.L.C. CRD 125271 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $800K | 80 | 80 | 1 | 10/11/2021 | ☆ |
| 28809 | Sonoran Capital Management Llc CRD 139527 | Wealth Manager · Boutique (under $100M) | $800K | 2 | 4 | 1 | 08/03/2022 | ☆ | |
| 28810 | Stewardship Edge Capital, Llc CRD 300576 | Morrow, GA | Wealth Manager · Boutique (under $100M) | $800K | 5 | 1 | 03/31/2026 | ☆ | |
| 28811 | Taylor, Britton Michael CRD 117968 | Wealth Manager · Boutique (under $100M) | $800K | 2 | 1 | 05/13/2020 | ☆ | ||
| 28812 | Elv8 Inc. CRD 318417 | Wealth Manager · Boutique (under $100M) | $798K | 1,246 | 1,246 | 12 | 03/31/2026 | ☆ | |
| 28813 | Old Forge Advisors Llc CRD 334598 | Wealth Manager · Boutique (under $100M) | $794K | 3 | 3 | 1 | 03/12/2026 | ☆ | |
| 28814 | Caldric Llc CRD 341169 | Wealth Manager · Boutique (under $100M) | $793K | 0 | 5 | 1 | 08/05/2026 | ☆ | |
| 28815 | Finances For Life, Llc CRD 166163 | Carlsbad, CA | Insurance-Affiliated · Boutique (under $100M) | $793K | 6 | 6 | 1 | 02/22/2026 | ☆ |
| 28816 | Hayk Capital CRD 311500 | Insurance-Affiliated · Boutique (under $100M) | $792K | 7 | 9 | 1 | 03/23/2026 | ☆ | |
| 28817 | Salt Marsh Investments, Llc CRD 154538 | Mutual Fund / Asset Manager · Boutique (under $100M) | $790K | 5 | 5 | 1 | 03/11/2026 | ☆ | |
| 28818 | Stewards Asset Management Llc CRD 310524 | Fort Lee, NJ | Wealth Manager · Boutique (under $100M) | $789K | 11 | 15 | 1 | 06/10/2026 | ☆ |
| 28819 | Loop Investment Advisors Llc CRD 297928 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $788K | 1 | 1 | 1 | 02/17/2026 | ☆ |
| 28820 | Chilmark Hill Capital Llc CRD 158121 | Menlo Park, CA | Wealth Manager · Boutique (under $100M) | $787K | 6 | 10 | 1 | 08/10/2026 | ☆ |
| 28821 | Fallbrook Fi Llc CRD 334369 | Wealth Manager · Boutique (under $100M) | $786K | 11 | 32 | 1 | 01/14/2026 | ☆ | |
| 28822 | N CRD 333219 | Private Fund Manager · Boutique (under $100M) | $786K | 1 | 1 | 1 | 02/25/2025 | ☆ | |
| 28823 | James Mcgeehan CRD 158052 | Wealth Manager · Boutique (under $100M) | $784K | 4 | 1 | 04/15/2025 | ☆ | ||
| 28824 | 1 St Financial Investment, Inc. CRD 283072 | Clark's Summit, PA | Insurance-Affiliated · Boutique (under $100M) | $782K | 16 | 27 | 8 | 07/21/2026 | ☆ |
| 28825 | Alpine Road Financial Llc CRD 331538 | Wealth Manager · Boutique (under $100M) | $781K | 3 | 3 | 1 | 07/31/2026 | ☆ | |
| 28826 | Assist Financial Planning L.L.C. CRD 312108 | Wealth Manager · Boutique (under $100M) | $780K | 8 | 21 | 1 | 03/30/2026 | ☆ | |
| 28827 | Valor Financial Planning, Llc CRD 331837 | Johnson City, TN | Wealth Manager · Boutique (under $100M) | $777K | 43 | 43 | 1 | 02/23/2026 | ☆ |
| 28828 | Kinson Wealth Group Llc CRD 330141 | Wealth Manager · Boutique (under $100M) | $777K | 10 | 1 | 03/30/2026 | ☆ | ||
| 28829 | Syzygy Financial Llc CRD 154896 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $776K | 11 | 11 | 1 | 06/02/2026 | ☆ |
| 28830 | Red Rock Capital Management Llc CRD 301926 | Wealth Manager · Boutique (under $100M) | $775K | 4 | 7 | 1 | 08/05/2026 | ☆ | |
| 28831 | Traders A.I., Inc. CRD 331700 | Fairfax, VA | Mutual Fund / Asset Manager · Boutique (under $100M) | $774K | 1 | 1 | 3 | 03/31/2026 | ☆ |
| 28832 | Ares Bound Capital Llc CRD 310218 | Wealth Manager · Boutique (under $100M) | $772K | 23 | 23 | 1 | 07/16/2026 | ☆ | |
| 28833 | Origin Wealth Management Llc CRD 337488 | Reston, VA | Wealth Manager · Boutique (under $100M) | $771K | 4 | 8 | 1 | 02/20/2026 | ☆ |
| 28834 | Samara Financial, Inc. CRD 288772 | Wealth Manager · Boutique (under $100M) | $771K | 9 | 9 | 1 | 01/27/2022 | ☆ | |
| 28835 | Fro Time 4 Llc CRD 313726 | Private Fund Manager · Boutique (under $100M) | $770K | 1 | 1 | 1 | 01/11/2026 | ☆ | |
| 28836 | Swapnick, Llc CRD 316239 | Wealth Manager · Boutique (under $100M) | $768K | 10 | 10 | 1 | 03/17/2025 | ☆ | |
| 28837 | Rfj Capital CRD 338957 | Santana De Parnaíba, São Paulo | Wealth Manager · Boutique (under $100M) | $766K | 6 | 6 | 2 | 03/26/2026 | ☆ |
| 28838 | Mckee Wealth Management CRD 182518 | Hurricane, WV | Insurance-Affiliated · Boutique (under $100M) | $763K | 4 | 4 | 1 | 04/29/2026 | ☆ |
| 28839 | Onedigital Asset Management, Llc CRD 320608 | Overland Park, KS | Investment Adviser · Boutique (under $100M) | $762K | 59 | 3 | 04/01/2026 | ☆ | |
| 28840 | Scott, Ralph Upton CRD 128237 | Wealth Manager · Boutique (under $100M) | $760K | 12 | 19 | 1 | 01/25/2022 | ☆ | |
| 28841 | Parkview Capital Management, Llc CRD 133261 | Highland Park, NJ | Wealth Manager · Boutique (under $100M) | $760K | 9 | 9 | 1 | 03/16/2020 | ☆ |
| 28842 | Poket Financial, Llc CRD 221523 | Ciudad De Buenos Aires 1414 | Wealth Manager · Boutique (under $100M) | $760K | 8 | 8 | 1 | 04/03/2026 | ☆ |
| 28843 | Worthique Llc CRD 333101 | Wealth Manager · Boutique (under $100M) | $758K | 3 | 1 | 1 | 03/05/2026 | ☆ | |
| 28844 | Legacy Finance Group Llc CRD 339526 | Wealth Manager · Boutique (under $100M) | $753K | 0 | 2 | 1 | 01/06/2026 | ☆ | |
| 28845 | Bishop, Jt CRD 336190 | Wealth Manager · Boutique (under $100M) | $750K | 1 | 2 | 1 | 08/21/2025 | ☆ | |
| 28846 | Kingdom Capital Management, Llc CRD 307223 | Wealth Manager · Boutique (under $100M) | $750K | 11 | 11 | 1 | 06/25/2026 | ☆ | |
| 28847 | Williams Market Analytics, Llc CRD 283496 | Wealth Manager · Boutique (under $100M) | $750K | 4 | 3 | 1 | 03/14/2025 | ☆ | |
| 28848 | Green Musa Capital, Llc CRD 316465 | Wealth Manager · Boutique (under $100M) | $747K | 31 | 64 | 1 | 05/12/2026 | ☆ | |
| 28849 | Carpenter Kraig Lee CRD 155883 | Insurance-Affiliated · Boutique (under $100M) | $746K | 18 | 18 | 3 | 08/13/2026 | ☆ | |
| 28850 | Arkstone Wealth Advisors Llc CRD 336749 | Wealth Manager · Boutique (under $100M) | $745K | 5 | 5 | 1 | 03/17/2026 | ☆ |