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 |
|---|---|---|---|---|---|---|---|---|---|
| 29401 | Pioneer Administrative Services Ltd CRD 289467 | Herzliya Pituach, Tel Aviv | Wealth Manager · Boutique (under $100M) | $105K | 1 | 1 | 5 | 03/25/2026 | ☆ |
| 29402 | Oikonomos Asset Management, Llc CRD 322120 | Wealth Manager · Boutique (under $100M) | $104K | 3 | 5 | 2 | 01/26/2026 | ☆ | |
| 29403 | Edgon Advisory Llc CRD 287530 | Hartford, CT | Insurance-Affiliated · Boutique (under $100M) | $103K | 3 | 1 | 03/22/2023 | ☆ | |
| 29404 | Kingston Horizon Advisors Llc CRD 332998 | Wealth Manager · Boutique (under $100M) | $103K | 1 | 1 | 02/09/2026 | ☆ | ||
| 29405 | Advisory.Mannion.Money Llc CRD 331419 | Marlborough, MA | Wealth Manager · Boutique (under $100M) | $102K | 9 | 1 | 01/03/2026 | ☆ | |
| 29406 | Dominion Financial Advisors, Llc CRD 338047 | Wealth Manager · Boutique (under $100M) | $101K | 1 | 1 | 01/21/2026 | ☆ | ||
| 29407 | Aurevia Capital Inc. CRD 340031 | Irvine, CA | Wealth Manager · Boutique (under $100M) | $101K | 1 | 2 | 1 | 07/29/2026 | ☆ |
| 29408 | N CRD 298935 | Mutual Fund / Asset Manager · Boutique (under $100M) | $101K | 1 | 1 | 3 | 03/31/2025 | ☆ | |
| 29409 | Invictus Investment Advisors Llc CRD 306609 | Wealth Manager · Boutique (under $100M) | $100K | 13 | 30 | 1 | 03/30/2026 | ☆ | |
| 29410 | Amvoy Llc CRD 333518 | New York, NY | Wealth Manager · Boutique (under $100M) | $100K | 1 | 1 | 1 | 03/23/2026 | ☆ |
| 29411 | Applied Derivative Research, Llc CRD 312490 | Wealth Manager · Boutique (under $100M) | $100K | 2 | 2 | 0 | 03/07/2026 | ☆ | |
| 29412 | Axxes Advisors Llc CRD 318039 | Coral Gables, FL | Mutual Fund / Asset Manager · Boutique (under $100M) | $100K | 1 | 1 | 10 | 04/30/2026 | ☆ |
| 29413 | Champion Capital Llc CRD 342254 | Greenwood, CO | Mutual Fund / Asset Manager · Boutique (under $100M) | $100K | 1 | 1 | 3 | 06/30/2026 | ☆ |
| 29414 | Decker, Francis Joseph CRD 310817 | Institutional / Pension Advisor · Boutique (under $100M) | $100K | 3 | 3 | 1 | 02/18/2025 | ☆ | |
| 29415 | Elite Pro Wealth Advisors Llc CRD 312885 | Insurance-Affiliated · Boutique (under $100M) | $100K | 15 | 15 | 0 | 02/03/2025 | ☆ | |
| 29416 | Eod Investments, Llc CRD 147759 | Private Fund Manager · Boutique (under $100M) | $100K | 1 | 1 | 1 | 03/31/2026 | ☆ | |
| 29417 | Fourth Wall Advisors Llc CRD 336495 | Wealth Manager · Boutique (under $100M) | $100K | 1 | 2 | 03/10/2026 | ☆ | ||
| 29418 | Larry Glenn Lawrence D/B/A Lawrence Financial Services CRD 118072 | Wealth Manager · Boutique (under $100M) | $100K | 1 | 1 | 04/30/2023 | ☆ | ||
| 29419 | Lel Investment Llc CRD 306840 | Long Island City, NY | Wealth Manager · Boutique (under $100M) | $100K | 8 | 8 | 1 | 04/02/2020 | ☆ |
| 29420 | Morgan Capital Group Llc CRD 307004 | Alpharetta, GA | Wealth Manager · Boutique (under $100M) | $100K | 8 | 1 | 02/27/2026 | ☆ | |
| 29421 | N CRD 335243 | Wealth Manager · Boutique (under $100M) | $100K | 3 | 3 | 1 | 02/28/2025 | ☆ | |
| 29422 | Peacock Financial, Llc CRD 334541 | Insurance-Affiliated · Boutique (under $100M) | $100K | 2 | 2 | 1 | 07/24/2026 | ☆ | |
| 29423 | Slingshot Financial Llc CRD 312796 | Wealth Manager · Boutique (under $100M) | $100K | 0 | 3 | 1 | 03/27/2026 | ☆ | |
| 29424 | Taylor Turner Wealth Management Llc CRD 335125 | Wealth Manager · Boutique (under $100M) | $100K | 1 | 1 | 1 | 03/31/2026 | ☆ | |
| 29425 | Vega Capital Partners Llc CRD 338416 | Mutual Fund / Asset Manager · Boutique (under $100M) | $100K | 1 | 1 | 3 | 07/15/2026 | ☆ | |
| 29426 | Wealth More Enterprise, Inc. CRD 324763 | Philadelphia, PA | Wealth Manager · Boutique (under $100M) | $99.7K | 89 | 89 | 10 | 04/21/2026 | ☆ |
| 29427 | Thornton, Benjamin R CRD 283741 | Wealth Manager · Boutique (under $100M) | $99.0K | 1 | 1 | 1 | 03/27/2026 | ☆ | |
| 29428 | Haddock Capital Llc CRD 336518 | Wealth Manager · Boutique (under $100M) | $98.9K | 2 | 2 | 1 | 01/21/2026 | ☆ | |
| 29429 | N CRD 333712 | Wealth Manager · Boutique (under $100M) | $98.4K | 2 | 2 | 5 | 03/27/2026 | ☆ | |
| 29430 | Royal Treasure Advisory Llc CRD 329343 | New York, NY | Wealth Manager · Boutique (under $100M) | $97.4K | 2 | 3 | 1 | 03/09/2026 | ☆ |
| 29431 | Hannley, James P. CRD 130319 | Wealth Manager · Boutique (under $100M) | $95.0K | 7 | 5 | 1 | 04/05/2024 | ☆ | |
| 29432 | Riskhedge Analytics, Llc CRD 296159 | Wealth Manager · Boutique (under $100M) | $95.0K | 1 | 1 | 1 | 03/31/2026 | ☆ | |
| 29433 | Navarro Asset Management, Llc CRD 318323 | Schaumburg, IL | Wealth Manager · Boutique (under $100M) | $94.8K | 1 | 1 | 03/11/2026 | ☆ | |
| 29434 | Pioneer Advisory Llc CRD 337502 | Jersey City, NJ | Wealth Manager · Boutique (under $100M) | $94.8K | 88 | 88 | 2 | 03/31/2026 | ☆ |
| 29435 | Pape Financial, Llc CRD 331687 | Wealth Manager · Boutique (under $100M) | $94.5K | 1 | 1 | 05/12/2026 | ☆ | ||
| 29436 | Vaquita Sun, Inc. CRD 333125 | Fort Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $94.2K | 1 | 1 | 1 | 03/30/2026 | ☆ |
| 29437 | Financial Connection, Inc CRD 120191 | Boca Raton, FL | Insurance-Affiliated · Boutique (under $100M) | $93.7K | 5 | 1 | 03/30/2026 | ☆ | |
| 29438 | Vanderkloot & Company, P.C. CRD 125047 | Deerfield, IL | Investment Adviser · Boutique (under $100M) | $93.0K | 1 | 1 | 11/19/2012 | ☆ | |
| 29439 | Jacobsma, Kurt Bradley CRD 330264 | Wealth Manager · Boutique (under $100M) | $91.7K | 0 | 3 | 1 | 03/21/2026 | ☆ | |
| 29440 | Terranorth Investment Management Llc CRD 330500 | Wealth Manager · Boutique (under $100M) | $91.1K | 1 | 1 | 03/30/2026 | ☆ | ||
| 29441 | Oakridge Financial Planning Llc CRD 335725 | Wealth Manager · Boutique (under $100M) | $90.7K | 5 | 5 | 1 | 01/19/2026 | ☆ | |
| 29442 | Noor Financial Services Llc CRD 338683 | Wealth Manager · Boutique (under $100M) | $90.0K | 1 | 1 | 08/17/2026 | ☆ | ||
| 29443 | Antikythera Enterprises Llc CRD 282936 | Wealth Manager · Boutique (under $100M) | $90.0K | 2 | 1 | 04/23/2019 | ☆ | ||
| 29444 | Dubois Capital Management Llc CRD 327589 | Wealth Manager · Boutique (under $100M) | $90.0K | 1 | 1 | 1 | 04/21/2026 | ☆ | |
| 29445 | Elephant Corner Financial Llc CRD 330000 | Wealth Manager · Boutique (under $100M) | $90.0K | 1 | 1 | 03/05/2026 | ☆ | ||
| 29446 | Liberton Financial Llc CRD 285018 | Wealth Manager · Boutique (under $100M) | $90.0K | 7 | 7 | 1 | 06/12/2025 | ☆ | |
| 29447 | Wisdom Oak Fund Management Llc CRD 309446 | Wealth Manager · Boutique (under $100M) | $88.5K | 5 | 5 | 1 | 01/12/2026 | ☆ | |
| 29448 | Wealth Management Planning CRD 292048 | Insurance-Affiliated · Boutique (under $100M) | $88.0K | 4 | 4 | 1 | 02/20/2025 | ☆ | |
| 29449 | Bmcm Finance CRD 314711 | Wealth Manager · Boutique (under $100M) | $87.8K | 1 | 1 | 03/23/2026 | ☆ | ||
| 29450 | Smaart Llc CRD 305029 | Hialeah, FL | Insurance-Affiliated · Boutique (under $100M) | $84.7K | 9 | 9 | 4 | 11/09/2022 | ☆ |