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 |
|---|---|---|---|---|---|---|---|---|---|
| 29251 | Primefid Advisors Llc CRD 300231 | Investment Adviser · Boutique (under $100M) | $250K | 2 | 2 | 1 | 03/31/2025 | ☆ | |
| 29252 | Blue Compass Wealth Management, Llc CRD 323213 | Brandon, FL | Wealth Manager · Boutique (under $100M) | $247K | 3 | 9 | 1 | 03/31/2026 | ☆ |
| 29253 | Summit Wealth Management Llc CRD 318361 | Insurance-Affiliated · Boutique (under $100M) | $246K | 1 | 1 | 01/15/2026 | ☆ | ||
| 29254 | Wca Advisors, Llc CRD 325342 | Miami, FL | Wealth Manager · Boutique (under $100M) | $245K | 5 | 5 | 1 | 11/25/2025 | ☆ |
| 29255 | Sfg Wealth Management Llc CRD 336422 | Grove City, OH | Wealth Manager · Boutique (under $100M) | $245K | 7 | 7 | 1 | 05/07/2026 | ☆ |
| 29256 | Gamboa Capital Management Inc. CRD 110201 | San Antonio, TX | Wealth Manager · Boutique (under $100M) | $245K | 6 | 1 | 06/26/2023 | ☆ | |
| 29257 | Angelus Wealth, Llc CRD 328571 | Sugar Land, TX | Wealth Manager · Boutique (under $100M) | $245K | 6 | 1 | 06/18/2026 | ☆ | |
| 29258 | Tm Wealth Management, Llc CRD 310993 | Wealth Manager · Boutique (under $100M) | $244K | 6 | 6 | 1 | 06/25/2026 | ☆ | |
| 29259 | Hicks Management & Financial Services, Llc CRD 309799 | Wealth Manager · Boutique (under $100M) | $240K | 9 | 1 | 03/30/2025 | ☆ | ||
| 29260 | Li Wealth Management Inc CRD 331924 | Melville, NY | Wealth Manager · Boutique (under $100M) | $235K | 24 | 24 | 1 | 03/05/2026 | ☆ |
| 29261 | Mechanical Financial, Llc CRD 319279 | Wealth Manager · Boutique (under $100M) | $234K | 6 | 7 | 1 | 06/22/2026 | ☆ | |
| 29262 | Wellness Investment Advisers Llc CRD 282042 | Wealth Manager · Boutique (under $100M) | $234K | 124 | 2 | 4 | 02/24/2026 | ☆ | |
| 29263 | Engel Capital Llc CRD 312646 | Wealth Manager · Boutique (under $100M) | $234K | 13 | 13 | 1 | 04/01/2025 | ☆ | |
| 29264 | Mcgehee Capital Management, Inc CRD 316733 | Wealth Manager · Boutique (under $100M) | $233K | 2 | 2 | 1 | 03/10/2026 | ☆ | |
| 29265 | True North Advisory, Llc CRD 287639 | Wealth Manager · Boutique (under $100M) | $233K | 4 | 6 | 1 | 03/31/2026 | ☆ | |
| 29266 | Clark Financial Llc CRD 151339 | Wealth Manager · Boutique (under $100M) | $230K | 7 | 7 | 1 | 01/04/2025 | ☆ | |
| 29267 | Crescent Investment Solutions Llc CRD 331945 | Plano, TX | Wealth Manager · Boutique (under $100M) | $230K | 3 | 3 | 1 | 05/18/2026 | ☆ |
| 29268 | Midwest Wealth Management Inc CRD 306973 | Topeka, KS | Wealth Manager · Boutique (under $100M) | $230K | 10 | 10 | 2 | 03/27/2026 | ☆ |
| 29269 | B&E Financial, Llc CRD 336816 | Wealth Manager · Boutique (under $100M) | $230K | 3 | 1 | 02/23/2026 | ☆ | ||
| 29270 | Greenwood Investment Advisors, Llc CRD 327470 | Atlanta, GA | Wealth Manager · Boutique (under $100M) | $229K | 3,818 | 3,818 | 2 | 04/23/2026 | ☆ |
| 29271 | Daba Advisors Llc CRD 319371 | Miami, FL | Wealth Manager · Boutique (under $100M) | $228K | 137 | 137 | 1 | 03/06/2026 | ☆ |
| 29272 | E. Roger Financial Group, Llc CRD 157793 | Largo, MD | Insurance-Affiliated · Boutique (under $100M) | $226K | 1 | 1 | 1 | 03/29/2026 | ☆ |
| 29273 | Chaps Lifestyle Llc CRD 333806 | Wealth Manager · Boutique (under $100M) | $225K | 1 | 1 | 04/01/2026 | ☆ | ||
| 29274 | Malcolm Capital Management Llc CRD 322512 | Wealth Manager · Boutique (under $100M) | $223K | 6 | 1 | 03/31/2026 | ☆ | ||
| 29275 | Raymond R. Russo CRD 169518 | Insurance-Affiliated · Boutique (under $100M) | $223K | 4 | 1 | 01/30/2026 | ☆ | ||
| 29276 | Argus Efficient Capital, Llc CRD 331680 | Wealth Manager · Boutique (under $100M) | $223K | 13 | 13 | 1 | 04/07/2026 | ☆ | |
| 29277 | Primus Trust Llc CRD 292269 | Windermere, FL | Investment Adviser · Boutique (under $100M) | $222K | 1 | 1 | 1 | 03/24/2026 | ☆ |
| 29278 | Hillhurst Wealth Management Llc CRD 289433 | Wealth Manager · Boutique (under $100M) | $219K | 0 | 5 | 1 | 03/31/2026 | ☆ | |
| 29279 | Weinbaum, Shai CRD 167376 | Wealth Manager · Boutique (under $100M) | $219K | 6 | 6 | 1 | 03/31/2026 | ☆ | |
| 29280 | L & B Realty Advisors, Llp CRD 136654 | Dallas, TX | Private Fund Manager · Boutique (under $100M) | $219K | 12 | 1 | 70 | 03/20/2026 | ☆ |
| 29281 | Aris Alpha Llc CRD 335361 | Wealth Manager · Boutique (under $100M) | $217K | 4 | 1 | 04/20/2026 | ☆ | ||
| 29282 | Formynder Wealth Management, Llc CRD 335858 | Wealth Manager · Boutique (under $100M) | $216K | 8 | 5 | 1 | 05/11/2026 | ☆ | |
| 29283 | Lotus Oak Capital Institute CRD 339053 | Wealth Manager · Boutique (under $100M) | $215K | 0 | 2 | 1 | 03/18/2026 | ☆ | |
| 29284 | Scott Wayne Clampitt CRD 154214 | Wealth Manager · Boutique (under $100M) | $213K | 1 | 1 | 1 | 03/31/2026 | ☆ | |
| 29285 | Douglas Capital Advisors, Llc CRD 315059 | Manor, TX | Insurance-Affiliated · Boutique (under $100M) | $210K | 11 | 3 | 06/04/2026 | ☆ | |
| 29286 | First Perspective Capital Llc CRD 330353 | National Harbor, MD | Wealth Manager · Boutique (under $100M) | $210K | 5 | 4 | 1 | 03/31/2026 | ☆ |
| 29287 | Galvez Financial Llc CRD 334391 | Parrish, FL | Insurance-Affiliated · Boutique (under $100M) | $209K | 10 | 17 | 1 | 07/28/2026 | ☆ |
| 29288 | 401 K Advisory Group, Inc. CRD 152290 | Institutional / Pension Advisor · Boutique (under $100M) | $205K | 1 | 1 | 03/01/2024 | ☆ | ||
| 29289 | Brightpath Financial Advisors, Llc CRD 327329 | Wealth Manager · Boutique (under $100M) | $204K | 2 | 3 | 1 | 08/27/2025 | ☆ | |
| 29290 | Alphaplus Investment Management Llc CRD 290101 | Wealth Manager · Boutique (under $100M) | $204K | 8 | 8 | 1 | 03/31/2025 | ☆ | |
| 29291 | Mcclure Private Wealth, Llc CRD 338317 | Wealth Manager · Boutique (under $100M) | $202K | 1 | 1 | 1 | 01/26/2026 | ☆ | |
| 29292 | Jp Law And Wealth Advisors Pllc CRD 314722 | Maitland, FL | Insurance-Affiliated · Boutique (under $100M) | $201K | 5 | 5 | 1 | 01/08/2026 | ☆ |
| 29293 | Affluence Investing Llc CRD 339023 | Wealth Manager · Boutique (under $100M) | $200K | 5 | 1 | 08/21/2026 | ☆ | ||
| 29294 | A.G. Advisory Firm, Llc CRD 337222 | Wealth Manager · Boutique (under $100M) | $200K | 2 | 1 | 07/07/2026 | ☆ | ||
| 29295 | Fenway Financial, Llc CRD 308077 | Wealth Manager · Boutique (under $100M) | $200K | 1 | 1 | 1 | 08/04/2026 | ☆ | |
| 29296 | Four Barrel Capital, Llc CRD 309666 | Wealth Manager · Boutique (under $100M) | $200K | 5 | 1 | 04/06/2026 | ☆ | ||
| 29297 | Kadra, Peter S. CRD 319519 | Wealth Manager · Boutique (under $100M) | $200K | 1 | 1 | 03/28/2024 | ☆ | ||
| 29298 | Mmm Capital Ventures Llc CRD 336015 | Wealth Manager · Boutique (under $100M) | $200K | 18 | 33 | 2 | 08/15/2026 | ☆ | |
| 29299 | Ravenwood Capital Management, Llc CRD 226679 | Wealth Manager · Boutique (under $100M) | $200K | 4 | 4 | 1 | 04/01/2026 | ☆ | |
| 29300 | Springboard Financial Services Llc CRD 323793 | Wealth Manager · Boutique (under $100M) | $200K | 8 | 12 | 1 | 03/30/2026 | ☆ |