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 |
|---|---|---|---|---|---|---|---|---|---|
| 28951 | Sensible Financial Solutions, Llc CRD 287486 | Kalkaska, MI | Wealth Manager · Boutique (under $100M) | $585K | 3 | 3 | 1 | 01/20/2026 | ☆ |
| 28952 | Throckmorton Advisors, Llc CRD 334589 | Wealth Manager · Boutique (under $100M) | $584K | 1 | 2 | 03/10/2026 | ☆ | ||
| 28953 | Longitude Financial Planning, Llc CRD 330023 | Wealth Manager · Boutique (under $100M) | $582K | 14 | 12 | 1 | 07/22/2026 | ☆ | |
| 28954 | Simaan Investment Management, L.L.C. CRD 289547 | Wealth Manager · Boutique (under $100M) | $582K | 8 | 1 | 03/09/2026 | ☆ | ||
| 28955 | Angel Light Capital Corp. CRD 332254 | Wealth Manager · Boutique (under $100M) | $582K | 2 | 5 | 1 | 01/02/2026 | ☆ | |
| 28956 | Theodore Charles Earle CRD 116672 | Wealth Manager · Boutique (under $100M) | $580K | 1 | 1 | 05/22/2023 | ☆ | ||
| 28957 | Asys Risk Group, Llc CRD 339329 | Insurance-Affiliated · Boutique (under $100M) | $580K | 2 | 2 | 1 | 07/08/2026 | ☆ | |
| 28958 | Budge, David M. CRD 147046 | Wealth Manager · Boutique (under $100M) | $580K | 5 | 7 | 1 | 01/02/2026 | ☆ | |
| 28959 | Third Day Capital, Inc. CRD 148686 | Charlotte, NC | Insurance-Affiliated · Boutique (under $100M) | $579K | 4 | 5 | 1 | 03/27/2026 | ☆ |
| 28960 | B.G. Kaserman & Associates L.L.C. CRD 334031 | Wealth Manager · Boutique (under $100M) | $574K | 6 | 2 | 05/13/2026 | ☆ | ||
| 28961 | One Stop Advisor Llc CRD 321998 | Insurance-Affiliated · Boutique (under $100M) | $574K | 9 | 24 | 1 | 03/11/2026 | ☆ | |
| 28962 | Lions Financial Advisory CRD 309032 | New York, NY | Insurance-Affiliated · Boutique (under $100M) | $571K | 14 | 19 | 1 | 03/09/2026 | ☆ |
| 28963 | Kelly Investment Management, Llc CRD 322335 | Wealth Manager · Boutique (under $100M) | $571K | 3 | 8 | 1 | 05/06/2026 | ☆ | |
| 28964 | Kubence Llc CRD 336461 | Wealth Manager · Boutique (under $100M) | $570K | 1 | 1 | 2 | 03/31/2026 | ☆ | |
| 28965 | Pivot Capital Management, Llc CRD 334969 | Insurance-Affiliated · Boutique (under $100M) | $569K | 3 | 1 | 04/02/2026 | ☆ | ||
| 28966 | Precision Vector Financial, L.L.C. CRD 321189 | Wealth Manager · Boutique (under $100M) | $569K | 7 | 7 | 1 | 03/31/2026 | ☆ | |
| 28967 | Nisonoff & Quadrel Investment Management Llc CRD 328905 | East Brunswick, NJ | Insurance-Affiliated · Boutique (under $100M) | $569K | 9 | 9 | 1 | 03/30/2026 | ☆ |
| 28968 | Boggs Wallace Wealth Partners Llc CRD 305698 | Denton, TX | Wealth Manager · Boutique (under $100M) | $566K | 0 | 2 | 1 | 03/19/2023 | ☆ |
| 28969 | N CRD 332799 | Wealth Manager · Boutique (under $100M) | $562K | 763 | 763 | 15 | 03/31/2026 | ☆ | |
| 28970 | Bent Creek Capital Llc CRD 286241 | Wealth Manager · Boutique (under $100M) | $562K | 2 | 1 | 03/27/2026 | ☆ | ||
| 28971 | Walker Chandriga CRD 333303 | Sebastopol, CA | Wealth Manager · Boutique (under $100M) | $558K | 3 | 2 | 05/26/2026 | ☆ | |
| 28972 | N CRD 317938 | Wealth Manager · Boutique (under $100M) | $557K | 428 | 472 | 6 | 10/03/2025 | ☆ | |
| 28973 | Journey Asset Management Llc CRD 334855 | Wealth Manager · Boutique (under $100M) | $556K | 20 | 63 | 1 | 02/12/2026 | ☆ | |
| 28974 | Eagle Valley Wealth Management Llc CRD 335026 | Wealth Manager · Boutique (under $100M) | $552K | 3 | 8 | 1 | 02/03/2026 | ☆ | |
| 28975 | Dutton Financial Planning, Llc CRD 328563 | Wealth Manager · Boutique (under $100M) | $552K | 3 | 6 | 1 | 08/17/2026 | ☆ | |
| 28976 | Counter. Llc CRD 339041 | Wealth Manager · Boutique (under $100M) | $550K | 6 | 1 | 02/27/2026 | ☆ | ||
| 28977 | Dtcarson Asset Management CRD 285715 | Wealth Manager · Boutique (under $100M) | $550K | 7 | 7 | 1 | 06/10/2026 | ☆ | |
| 28978 | Pmc Wealth, Llc CRD 332215 | Clarence, NY | Wealth Manager · Boutique (under $100M) | $550K | 1 | 1 | 2 | 08/13/2026 | ☆ |
| 28979 | Rogue Russell Investments CRD 333111 | Wealth Manager · Boutique (under $100M) | $550K | 2 | 1 | 03/30/2026 | ☆ | ||
| 28980 | Uisonet Llc CRD 313473 | Wealth Manager · Boutique (under $100M) | $550K | 4 | 5 | 1 | 04/10/2026 | ☆ | |
| 28981 | Wj Consulting Llc CRD 335699 | Wealth Manager · Boutique (under $100M) | $545K | 5 | 8 | 1 | 01/07/2026 | ☆ | |
| 28982 | Row Your Own Boat Llc CRD 291886 | Wealth Manager · Boutique (under $100M) | $544K | 0 | 5 | 1 | 05/08/2026 | ☆ | |
| 28983 | Invasor Capital Management, Llc CRD 171019 | Scottsdale, AZ | Private Fund Manager · Boutique (under $100M) | $543K | 1 | 1 | 1 | 03/13/2026 | ☆ |
| 28984 | Steven Toomey Enterprises, Llc CRD 332974 | Wealth Manager · Boutique (under $100M) | $541K | 3 | 8 | 1 | 03/19/2026 | ☆ | |
| 28985 | Stepping Stone Advisors, Llc CRD 300868 | Wealth Manager · Boutique (under $100M) | $541K | 9 | 9 | 1 | 01/21/2026 | ☆ | |
| 28986 | Premium Alpha Capital, Llc CRD 338140 | Wealth Manager · Boutique (under $100M) | $540K | 2 | 2 | 1 | 04/23/2026 | ☆ | |
| 28987 | W.H. Lewis Financial, Llc. CRD 282122 | Wealth Manager · Boutique (under $100M) | $540K | 7 | 7 | 1 | 09/30/2022 | ☆ | |
| 28988 | Advanced Math Investing Inc CRD 165593 | Wealth Manager · Boutique (under $100M) | $539K | 6 | 9 | 1 | 08/16/2026 | ☆ | |
| 28989 | Vidal, Michael Anthony Dba Select Investment Services CRD 331739 | Santa Barbara, CA | Insurance-Affiliated · Boutique (under $100M) | $539K | 8 | 8 | 1 | 03/12/2026 | ☆ |
| 28990 | Npw Inc. CRD 310288 | Oakville, Ontario | Wealth Manager · Boutique (under $100M) | $536K | 2 | 5 | 03/31/2026 | ☆ | |
| 28991 | Corollary Capital Llc CRD 158521 | Wealth Manager · Boutique (under $100M) | $534K | 2 | 4 | 1 | 07/28/2026 | ☆ | |
| 28992 | Chinea Wealth Management Llc CRD 331477 | Guaynabo, PR | Wealth Manager · Boutique (under $100M) | $530K | 2 | 4 | 1 | 08/10/2026 | ☆ |
| 28993 | Physicians' Financial L.C. CRD 159109 | Insurance-Affiliated · Boutique (under $100M) | $530K | 18 | 18 | 1 | 02/26/2025 | ☆ | |
| 28994 | Turtle Creek Wealthcare, Inc. CRD 142312 | Wealth Manager · Boutique (under $100M) | $530K | 77 | 1 | 1 | 03/13/2026 | ☆ | |
| 28995 | Dennis, Brian Keith CRD 325735 | Calabasas, CA | Insurance-Affiliated · Boutique (under $100M) | $529K | 0 | 1 | 1 | 01/16/2026 | ☆ |
| 28996 | Stars & Stripes Financial Advisors, Llc CRD 317606 | Wealth Manager · Boutique (under $100M) | $529K | 20 | 18 | 1 | 02/23/2026 | ☆ | |
| 28997 | Herrick Portfolio Management Co. CRD 145095 | Wealth Manager · Boutique (under $100M) | $528K | 12 | 12 | 1 | 03/30/2026 | ☆ | |
| 28998 | Eden Family Wealth Group, Llc CRD 337370 | Wealth Manager · Boutique (under $100M) | $528K | 4 | 1 | 05/28/2026 | ☆ | ||
| 28999 | Bone Financial Llc CRD 328358 | Bloomfield Hills, MI | Wealth Manager · Boutique (under $100M) | $527K | 0 | 9 | 1 | 03/31/2026 | ☆ |
| 29000 | Salt & Light Financial Management L.L.C. CRD 318996 | Wealth Manager · Boutique (under $100M) | $527K | 1 | 1 | 1 | 05/12/2026 | ☆ |