Investment advisers
45,254 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 | Trigofi Llc CRD 315922 | Emeryville, CA | Wealth Manager · Boutique (under $100M) | $395K | 7 | 1 | 03/27/2026 | ☆ | |
| 29252 | Gaylord Wealth Management, Llc CRD 168702 | Rocklin, CA | Wealth Manager · Boutique (under $100M) | $395K | 0 | 3 | 1 | 01/05/2026 | ☆ |
| 29253 | Apiis Wealth Management Corp. CRD 335241 | Buena Park, CA | Institutional / Pension Advisor · Boutique (under $100M) | $393K | 2 | 2 | 2 | 03/23/2026 | ☆ |
| 29254 | Opulent Strategies, Llc CRD 126837 | Wealth Manager · Boutique (under $100M) | $392K | 18 | 21 | 1 | 03/27/2026 | ☆ | |
| 29255 | Trove Investment Advisors Llc CRD 306904 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $388K | 34 | 34 | 1 | 06/01/2026 | ☆ |
| 29256 | Milieu Personal Finance Llc CRD 331723 | Wealth Manager · Boutique (under $100M) | $387K | 2 | 1 | 03/25/2026 | ☆ | ||
| 29257 | Colemma Asset Management Llc CRD 326834 | Wealth Manager · Boutique (under $100M) | $387K | 4 | 4 | 1 | 01/27/2026 | ☆ | |
| 29258 | Compounding Gems Advisors, Llc CRD 327351 | Private Fund Manager · Boutique (under $100M) | $381K | 1 | 1 | 2 | 03/02/2026 | ☆ | |
| 29259 | Brodie Wealth Management Llc CRD 337256 | Cary, NC | Insurance-Affiliated · Boutique (under $100M) | $379K | 6 | 7 | 1 | 01/02/2026 | ☆ |
| 29260 | Legacy Advisory Group, Inc. CRD 131895 | Hermitage, PA | Insurance-Affiliated · Boutique (under $100M) | $377K | 3 | 3 | 05/28/2026 | ☆ | |
| 29261 | New Green Capital Llc CRD 281784 | Wealth Manager · Boutique (under $100M) | $375K | 2 | 2 | 1 | 03/05/2024 | ☆ | |
| 29262 | Ctf Financial Services, Inc. CRD 142217 | Ocala, FL | Wealth Manager · Boutique (under $100M) | $373K | 7 | 7 | 1 | 03/30/2026 | ☆ |
| 29263 | Nvest Wise, Llc CRD 145063 | Insurance-Affiliated · Boutique (under $100M) | $371K | 6 | 9 | 1 | 05/18/2026 | ☆ | |
| 29264 | Salinas Asset Management, Llc CRD 331141 | Texas City, TX | Wealth Manager · Boutique (under $100M) | $367K | 8 | 8 | 1 | 10/06/2026 | ☆ |
| 29265 | Gramel Capital Management Llc CRD 147114 | Insurance-Affiliated · Boutique (under $100M) | $364K | 5 | 5 | 1 | 03/19/2026 | ☆ | |
| 29266 | Inversso, Llc CRD 298821 | Wealth Manager · Boutique (under $100M) | $363K | 66 | 66 | 1 | 02/02/2026 | ☆ | |
| 29267 | Ludus Capital, Llc CRD 331753 | Wealth Manager · Boutique (under $100M) | $360K | 6 | 6 | 1 | 03/27/2025 | ☆ | |
| 29268 | Brick Street Financial, Llc CRD 316781 | Clinton, MS | Wealth Manager · Boutique (under $100M) | $359K | 4 | 3 | 03/05/2026 | ☆ | |
| 29269 | New York Las Vegas, Inc. CRD 134164 | Wealth Manager · Boutique (under $100M) | $356K | 0 | 2 | 0 | 01/05/2026 | ☆ | |
| 29270 | New Day Wealth Management, Llc CRD 327224 | Russellville, AR | Wealth Manager · Boutique (under $100M) | $355K | 8 | 8 | 2 | 02/18/2026 | ☆ |
| 29271 | Ventum Advisors Corp. CRD 299365 | Toronto | Wealth Manager · Boutique (under $100M) | $355K | 0 | 2 | 7 | 06/25/2026 | ☆ |
| 29272 | Afinitiv Llc CRD 305672 | Sheridan, WY | Institutional / Pension Advisor · Boutique (under $100M) | $354K | 9 | 9 | 2 | 09/24/2026 | ☆ |
| 29273 | Openvest Access Llc CRD 328152 | Aventura, FL | Wealth Manager · Boutique (under $100M) | $353K | 139 | 139 | 2 | 06/29/2026 | ☆ |
| 29274 | Holland Capital Advisors, Llc CRD 336204 | Charlotte, NC | Wealth Manager · Boutique (under $100M) | $353K | 5 | 1 | 01/09/2026 | ☆ | |
| 29275 | Achilles Wealth Management, Llc CRD 308169 | Wealth Manager · Boutique (under $100M) | $353K | 2 | 2 | 1 | 03/30/2026 | ☆ | |
| 29276 | Magna Vis Capital Llc CRD 328173 | Gainesville, FL | Investment Adviser · Boutique (under $100M) | $353K | 5 | 5 | 1 | 02/17/2026 | ☆ |
| 29277 | Covenant Financial Planning And Resource Management, Inc. CRD 165873 | Wealth Manager · Boutique (under $100M) | $353K | 1 | 1 | 03/09/2026 | ☆ | ||
| 29278 | Eee Financial Llc CRD 282659 | Wealth Manager · Boutique (under $100M) | $351K | 7 | 7 | 1 | 03/30/2026 | ☆ | |
| 29279 | Intelligent Worth, Llc CRD 289187 | Wealth Manager · Boutique (under $100M) | $351K | 3 | 1 | 03/26/2026 | ☆ | ||
| 29280 | Mount Ararat Financial Services Llc CRD 331136 | Wealth Manager · Boutique (under $100M) | $351K | 2 | 8 | 1 | 09/09/2026 | ☆ | |
| 29281 | Silveria Wealth Group, Llc CRD 337591 | Boise, ID | Wealth Manager · Boutique (under $100M) | $350K | 4 | 1 | 09/01/2026 | ☆ | |
| 29282 | Del Monte Capital, Inc. CRD 300894 | Monterey, CA | Wealth Manager · Boutique (under $100M) | $350K | 2 | 2 | 1 | 09/28/2026 | ☆ |
| 29283 | Firefly Wealth Management, Llc CRD 331225 | Cleveland, OH | Wealth Manager · Boutique (under $100M) | $350K | 2 | 5 | 1 | 10/08/2026 | ☆ |
| 29284 | Foresight Financial Advisory Llc CRD 307338 | Wealth Manager · Boutique (under $100M) | $350K | 0 | 1 | 1 | 06/07/2024 | ☆ | |
| 29285 | Quantaraxia Llc CRD 308478 | Wealth Manager · Boutique (under $100M) | $350K | 1 | 5 | 1 | 02/16/2026 | ☆ | |
| 29286 | Seth Heine Llc CRD 326952 | Insurance-Affiliated · Boutique (under $100M) | $350K | 2 | 2 | 1 | 08/01/2025 | ☆ | |
| 29287 | Turgeon & Co Llc CRD 339853 | Wealth Manager · Boutique (under $100M) | $350K | 14 | 23 | 1 | 09/03/2026 | ☆ | |
| 29288 | Multigenerational.Black Inc. CRD 322228 | Wealth Manager · Boutique (under $100M) | $349K | 4 | 14 | 1 | 03/30/2026 | ☆ | |
| 29289 | Westpeak Financial Llc CRD 329594 | Insurance-Affiliated · Boutique (under $100M) | $349K | 2 | 3 | 1 | 03/19/2026 | ☆ | |
| 29290 | Cloyd Capital Llc CRD 337743 | Wealth Manager · Boutique (under $100M) | $347K | 9 | 9 | 1 | 01/20/2026 | ☆ | |
| 29291 | Mort Kelly Financial Services, Llc CRD 164618 | Insurance-Affiliated · Boutique (under $100M) | $347K | 7 | 7 | 1 | 01/06/2026 | ☆ | |
| 29292 | Zenith Wealth Management Llc CRD 309579 | Wealth Manager · Boutique (under $100M) | $346K | 6 | 11 | 1 | 03/18/2026 | ☆ | |
| 29293 | Styra Wealth Management Llc CRD 338008 | Wealth Manager · Boutique (under $100M) | $346K | 5 | 5 | 1 | 10/12/2026 | ☆ | |
| 29294 | Hive Wealth Management Llc CRD 313724 | Wealth Manager · Boutique (under $100M) | $345K | 2 | 2 | 1 | 06/26/2024 | ☆ | |
| 29295 | Stewart Wealth Management Llc CRD 334077 | Naples, FL | Wealth Manager · Boutique (under $100M) | $343K | 4 | 5 | 1 | 02/13/2026 | ☆ |
| 29296 | Fesc Asset Management Llc CRD 316067 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $340K | 6 | 7 | 3 | 02/20/2026 | ☆ |
| 29297 | Samuel & Associates Investment Management Lp CRD 312551 | Miami, FL | Wealth Manager · Boutique (under $100M) | $340K | 25 | 25 | 1 | 01/06/2026 | ☆ |
| 29298 | Sawyer, Ryan Alexander CRD 174535 | Colleyville, TX | Wealth Manager · Boutique (under $100M) | $337K | 4 | 4 | 1 | 06/23/2025 | ☆ |
| 29299 | Bonn Ii, Carl Fred CRD 168008 | Insurance-Affiliated · Boutique (under $100M) | $335K | 4 | 4 | 1 | 01/22/2024 | ☆ | |
| 29300 | Second Look Financial, Llc. CRD 128028 | Insurance-Affiliated · Boutique (under $100M) | $335K | 7 | 7 | 1 | 04/02/2024 | ☆ |