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 |
|---|---|---|---|---|---|---|---|---|---|
| 29451 | Corvus Financial Llc CRD 157694 | Mutual Fund / Asset Manager · Boutique (under $100M) | $186K | 1 | 1 | 1 | 08/31/2023 | ☆ | |
| 29452 | Arena Advisors Llc CRD 304955 | Wealth Manager · Boutique (under $100M) | $185K | 1 | 1 | 1 | 05/19/2026 | ☆ | |
| 29453 | Lindy Wealth, Llc CRD 335277 | Wealth Manager · Boutique (under $100M) | $183K | 1 | 1 | 03/30/2026 | ☆ | ||
| 29454 | Dunedain Capital L.L.C. CRD 326651 | Private Fund Manager · Boutique (under $100M) | $181K | 1 | 1 | 1 | 01/12/2026 | ☆ | |
| 29455 | Investment Dept., Llc CRD 323653 | Wealth Manager · Boutique (under $100M) | $180K | 1 | 1 | 1 | 05/20/2026 | ☆ | |
| 29456 | Gladiator Capital Management, Llc CRD 307616 | Wealth Manager · Boutique (under $100M) | $180K | 1 | 1 | 1 | 06/11/2024 | ☆ | |
| 29457 | Resource Capital Management, Llc CRD 162781 | Reno, NV | Wealth Manager · Boutique (under $100M) | $180K | 1 | 1 | 1 | 01/22/2026 | ☆ |
| 29458 | Aesop Advisor, Llc CRD 301160 | Wealth Manager · Boutique (under $100M) | $177K | 5 | 17 | 1 | 03/14/2026 | ☆ | |
| 29459 | Strategic International Limited CRD 287914 | Wealth Manager · Boutique (under $100M) | $177K | 2 | 2 | 1 | 03/30/2026 | ☆ | |
| 29460 | Boggess Asset Management Llc CRD 319387 | West Palm Beach, FL | Private Fund Manager · Boutique (under $100M) | $175K | 1 | 1 | 3 | 02/12/2025 | ☆ |
| 29461 | Scruby, Sean Jordan CRD 329714 | Wealth Manager · Boutique (under $100M) | $175K | 0 | 5 | 1 | 01/20/2026 | ☆ | |
| 29462 | Global Fiduciary Partners Llc CRD 336409 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $174K | 6 | 1 | 05/18/2026 | ☆ | |
| 29463 | Calabash Asset Management, Llc CRD 287793 | Private Fund Manager · Boutique (under $100M) | $173K | 17 | 17 | 2 | 03/26/2026 | ☆ | |
| 29464 | The $ Coach, Llc CRD 159557 | Wealth Manager · Boutique (under $100M) | $173K | 3 | 4 | 1 | 04/06/2026 | ☆ | |
| 29465 | Exds Capital Llc CRD 338093 | Wealth Manager · Boutique (under $100M) | $172K | 0 | 3 | 1 | 03/20/2026 | ☆ | |
| 29466 | Evans Capital Partners Llc CRD 323000 | Wealth Manager · Boutique (under $100M) | $170K | 4 | 4 | 1 | 05/14/2026 | ☆ | |
| 29467 | Robert G Burns Llc CRD 307597 | Insurance-Affiliated · Boutique (under $100M) | $170K | 1 | 1 | 1 | 06/27/2025 | ☆ | |
| 29468 | Mcap Investment Management, Llc CRD 336859 | Woodstock, GA | Wealth Manager · Boutique (under $100M) | $169K | 1 | 1 | 2 | 03/26/2026 | ☆ |
| 29469 | 5 Thn Financial Llc CRD 286020 | Wealth Manager · Boutique (under $100M) | $167K | 3 | 6 | 1 | 02/16/2026 | ☆ | |
| 29470 | Critical Mass Financial, Llc CRD 336193 | Wealth Manager · Boutique (under $100M) | $167K | 1 | 1 | 1 | 09/29/2026 | ☆ | |
| 29471 | Shikhara Capital (Hong Kong) Private Limited (Company) CRD 332188 | Hong Kong | Private Fund Manager · Boutique (under $100M) | $164K | 5 | 5 | 9 | 07/30/2026 | ☆ |
| 29472 | Venables Financial Solutions, Llc CRD 332371 | Wealth Manager · Boutique (under $100M) | $164K | 7 | 6 | 1 | 01/13/2026 | ☆ | |
| 29473 | Taher Financial Planning CRD 288081 | Brooklyn, NY | Wealth Manager · Boutique (under $100M) | $162K | 9 | 13 | 1 | 03/31/2026 | ☆ |
| 29474 | Foresight Investment Advisors, Llc CRD 155800 | Hot Springs, AR | Wealth Manager · Boutique (under $100M) | $161K | 3 | 4 | 03/20/2026 | ☆ | |
| 29475 | Auri Holdings, Inc. CRD 336818 | Wealth Manager · Boutique (under $100M) | $160K | 0 | 6 | 1 | 03/23/2026 | ☆ | |
| 29476 | Tactical Financial Planning Inc CRD 335276 | Malabar, FL | Wealth Manager · Boutique (under $100M) | $158K | 0 | 5 | 1 | 07/13/2026 | ☆ |
| 29477 | Tradespro Llc CRD 336150 | Addison, TX | Wealth Manager · Boutique (under $100M) | $158K | 5 | 1 | 03/22/2026 | ☆ | |
| 29478 | Eia Investments Llc CRD 314532 | Salisbury, CT | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $154K | 1 | 1 | 1 | 03/24/2025 | ☆ |
| 29479 | Gary Fabian And Associates Incorporated CRD 123951 | Wealth Manager · Boutique (under $100M) | $153K | 5 | 9 | 0 | 03/28/2024 | ☆ | |
| 29480 | Cloud Peak Advisors Llc CRD 293021 | Wealth Manager · Boutique (under $100M) | $153K | 2 | 1 | 1 | 02/15/2023 | ☆ | |
| 29481 | Artizan Wealth Management Llc CRD 342327 | Wealth Manager · Boutique (under $100M) | $152K | 0 | 4 | 2 | 09/21/2026 | ☆ | |
| 29482 | Penmar Wealth Management Llc CRD 338462 | Wealth Manager · Boutique (under $100M) | $151K | 2 | 2 | 2 | 09/25/2026 | ☆ | |
| 29483 | Lowercase Capital, Llc CRD 299880 | Wealth Manager · Boutique (under $100M) | $151K | 6 | 6 | 1 | 03/31/2026 | ☆ | |
| 29484 | Khalis Financial Advisors Llc CRD 323950 | Institutional / Pension Advisor · Boutique (under $100M) | $150K | 1 | 1 | 1 | 02/18/2026 | ☆ | |
| 29485 | Endurance Private Investments Manager, Llc CRD 175235 | Tucson, AZ | Private Fund Manager · Boutique (under $100M) | $150K | 1 | 1 | 1 | 03/25/2026 | ☆ |
| 29486 | Fidelity Capital Management Corp CRD 122651 | Palm Harbor, FL | Wealth Manager · Boutique (under $100M) | $150K | 1 | 1 | 06/26/2025 | ☆ | |
| 29487 | Global Wealth Partners, Llc CRD 150481 | Scottsdale, AZ | Wealth Manager · Boutique (under $100M) | $150K | 2 | 2 | 2 | 03/17/2024 | ☆ |
| 29488 | Path Digital Advisors, Llc CRD 312983 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $150K | 1 | 1 | 4 | 03/31/2025 | ☆ |
| 29489 | Pruvise, Inc CRD 304365 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $150K | 0 | 3 | 2 | 10/08/2026 | ☆ |
| 29490 | N CRD 120936 | Private Fund Manager · Boutique (under $100M) | $148K | 5 | 5 | 426 | 01/30/2026 | ☆ | |
| 29491 | Fidalgo Financial Planning Llc CRD 286654 | Wealth Manager · Boutique (under $100M) | $147K | 2 | 3 | 1 | 02/04/2026 | ☆ | |
| 29492 | Bwwp, Llc CRD 287877 | Palm Desert, CA | Insurance-Affiliated · Boutique (under $100M) | $147K | 3 | 3 | 2 | 07/20/2026 | ☆ |
| 29493 | Manzil Investment Advisors, Llc CRD 308500 | Wealth Manager · Boutique (under $100M) | $147K | 94 | 94 | 4 | 09/29/2026 | ☆ | |
| 29494 | Mills, Michael Preston CRD 317444 | Wealth Manager · Boutique (under $100M) | $146K | 8 | 12 | 1 | 05/04/2026 | ☆ | |
| 29495 | Titanhub Capital Management Llc CRD 310921 | Jackson Heights, NY | Investment Adviser · Boutique (under $100M) | $145K | 15 | 14 | 1 | 03/31/2026 | ☆ |
| 29496 | Tannhauser Financial Llc CRD 304485 | North Wales, PA | Wealth Manager · Boutique (under $100M) | $143K | 3 | 4 | 1 | 05/02/2024 | ☆ |
| 29497 | Blueprism Wealth Management Llc CRD 336440 | Wealth Manager · Boutique (under $100M) | $143K | 2 | 2 | 1 | 07/27/2026 | ☆ | |
| 29498 | Purpose1 St CRD 339089 | Insurance-Affiliated · Boutique (under $100M) | $143K | 0 | 4 | 2 | 05/20/2026 | ☆ | |
| 29499 | Bulltick4 U Advisor, Llc CRD 319418 | Miami, FL | Wealth Manager · Boutique (under $100M) | $143K | 5 | 5 | 10 | 03/28/2026 | ☆ |
| 29500 | Fmd Wealth Advisors Llc CRD 334596 | White Plains, NY | Wealth Manager · Boutique (under $100M) | $140K | 1 | 1 | 02/14/2026 | ☆ |