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 |
|---|---|---|---|---|---|---|---|---|---|
| 29751 | Illuminate Advisers, Llc CRD 334292 | Wealth Manager · Boutique (under $100M) | $1.5K | 10 | 10 | 1 | 02/12/2026 | ☆ | |
| 29752 | Leftskewed Investment Management, Llc CRD 318669 | Wealth Manager · Boutique (under $100M) | $1.5K | 1 | 1 | 1 | 03/26/2026 | ☆ | |
| 29753 | Terrafort Capital Llc CRD 316148 | North Bethesda, MD | Wealth Manager · Boutique (under $100M) | $1.1K | 1 | 1 | 1 | 03/26/2025 | ☆ |
| 29754 | Aalexander Llc CRD 336570 | Wealth Manager · Boutique (under $100M) | $1.1K | 4 | 4 | 1 | 03/27/2026 | ☆ | |
| 29755 | Pale Blue Capital Llc CRD 315455 | Wealth Manager · Boutique (under $100M) | $1.1K | 9 | 9 | 1 | 03/12/2026 | ☆ | |
| 29756 | Kitchensink Financial Planning, Llc CRD 338673 | Wealth Manager · Boutique (under $100M) | $1.0K | 0 | 1 | 1 | 01/06/2026 | ☆ | |
| 29757 | Decode Finance Llc CRD 331985 | Palo Alto, CA | Wealth Manager · Boutique (under $100M) | $1.0K | 5 | 5 | 4 | 07/05/2024 | ☆ |
| 29758 | N CRD 334136 | Investment Adviser · Boutique (under $100M) | $1.0K | 140 | 140 | 9 | 03/13/2025 | ☆ | |
| 29759 | Secretx Assets Llc CRD 324067 | Investment Adviser · Boutique (under $100M) | $1.0K | 0 | 1 | 1 | 03/05/2026 | ☆ | |
| 29760 | Y CRD 334116 | Wealth Manager · Boutique (under $100M) | $1.0K | 5 | 5 | 3 | 01/27/2025 | ☆ | |
| 29761 | Fivancial Advisors, Inc. CRD 336326 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $925 | 96 | 96 | 1 | 07/28/2026 | ☆ |
| 29762 | Wealthyx Llc CRD 172380 | Wealth Manager · Boutique (under $100M) | $750 | 5 | 5 | 1 | 09/28/2026 | ☆ | |
| 29763 | Planb Tax & Wealth Advisors Llc CRD 300278 | Insurance-Affiliated · Boutique (under $100M) | $500 | 1 | 1 | 1 | 01/20/2026 | ☆ | |
| 29764 | Bickley Investments, Llc CRD 326843 | Macon, GA | Wealth Manager · Boutique (under $100M) | $447 | 1 | 1 | 1 | 03/31/2026 | ☆ |
| 29765 | N CRD 336290 | Wealth Manager · Boutique (under $100M) | $417 | 2 | 2 | 1 | 03/27/2026 | ☆ | |
| 29766 | Vestwealth, Inc. CRD 316132 | Wealth Manager · Boutique (under $100M) | $400 | 4 | 4 | 2 | 08/27/2026 | ☆ | |
| 29767 | Kraken Adviser Llc CRD 337920 | Fort Lauderdale, FL | Wealth Manager · Boutique (under $100M) | $377 | 9 | 9 | 5 | 07/20/2026 | ☆ |
| 29768 | Accelar, Inc. CRD 314872 | San Jose, CA | Wealth Manager · Boutique (under $100M) | $300 | 3 | 3 | 0 | 06/10/2025 | ☆ |
| 29769 | Endowe Advisory Llc CRD 338697 | San Jose, CA | Wealth Manager · Boutique (under $100M) | $300 | 3 | 2 | 1 | 08/20/2026 | ☆ |
| 29770 | Asal Invest Llc CRD 340305 | Arlington, VA | Wealth Manager · Boutique (under $100M) | $270 | 4 | 4 | 2 | 06/01/2026 | ☆ |
| 29771 | Ant Money Advisors, Llc CRD 308481 | Newport Beach, CA | Wealth Manager · Boutique (under $100M) | $269 | 5 | 5 | 12 | 09/24/2026 | ☆ |
| 29772 | Aft Us Capital Llc CRD 335448 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $214 | 5 | 5 | 4 | 03/27/2026 | ☆ |
| 29773 | Broad Investment Securities Llc CRD 290775 | Beijing | Wealth Manager · Boutique (under $100M) | $200 | 2 | 2 | 2 | 05/06/2026 | ☆ |
| 29774 | Nextmove Capital Inc. CRD 338359 | Wealth Manager · Boutique (under $100M) | $190 | 4 | 4 | 04/06/2026 | ☆ | ||
| 29775 | N CRD 333845 | Wealth Manager · Boutique (under $100M) | $150 | 2 | 1 | 02/06/2025 | ☆ | ||
| 29776 | Vestie, Inc. CRD 338938 | Dallas, TX | Wealth Manager · Boutique (under $100M) | $125 | 2 | 2 | 1 | 07/02/2026 | ☆ |
| 29777 | Allegiance Advisors, Inc. CRD 325075 | Burnet, TX | Investment Adviser · Boutique (under $100M) | $100 | 0 | 1 | 1 | 07/07/2024 | ☆ |
| 29778 | Hfa Investments, Llc CRD 334904 | Atlanta, GA | Private Fund Manager · Boutique (under $100M) | $100 | 1 | 1 | 2 | 02/16/2026 | ☆ |
| 29779 | The Charles Towne Agency CRD 331489 | Wealth Manager · Boutique (under $100M) | $100 | 1 | 1 | 02/11/2026 | ☆ | ||
| 29780 | N CRD 311303 | Wealth Manager · Boutique (under $100M) | $15 | 1 | 1 | 3 | 03/03/2025 | ☆ | |
| 29781 | Pantheon Ventures Inc. CRD 110091 | San Francisco, CA | Private Fund Manager · Boutique (under $100M) | $11 | 10 | 10 | 1 | 07/30/2026 | ☆ |
| 29782 | Campbell & Company Wealth Management, Llc CRD 341303 | Spring Hill, FL | Wealth Manager · Boutique (under $100M) | $10 | 1 | 1 | 8 | 09/24/2026 | ☆ |
| 29783 | The Financially Brave Llc CRD 328962 | Insurance-Affiliated · Boutique (under $100M) | $10 | 1 | 1 | 01/31/2025 | ☆ | ||
| 29784 | Standish Capital Management, Llc CRD 334325 | Wealth Manager · Boutique (under $100M) | $5 | 1 | 1 | 05/18/2026 | ☆ | ||
| 29785 | 1316 Capital Llc CRD 339245 | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 03/03/2026 | ☆ | ||
| 29786 | Alka Partners, Llc CRD 338183 | Farmers Branch, TX | Mutual Fund / Asset Manager · Boutique (under $100M) | $2 | 1 | 1 | 1 | 04/02/2026 | ☆ |
| 29787 | Atlas Square Partners (Hk) Limited CRD 328980 | Hong Kong | Investment Adviser · Boutique (under $100M) | $2 | 1 | 1 | 2 | 06/15/2026 | ☆ |
| 29788 | Callidus Capital, Llc. CRD 337538 | Wealth Manager · Boutique (under $100M) | $2 | 0 | 1 | 1 | 07/10/2026 | ☆ | |
| 29789 | Equity Fund Research, Llc CRD 128818 | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 1 | 02/04/2026 | ☆ | |
| 29790 | Fortino Wealth Management, Llc CRD 344088 | Overland Park, KS | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 10/05/2026 | ☆ | |
| 29791 | Megapro Corporation CRD 331099 | St. Louis, MO | Private Fund Manager · Boutique (under $100M) | $2 | 1 | 1 | 4 | 09/14/2026 | ☆ |
| 29792 | N CRD 304148 | Wealth Manager · Boutique (under $100M) | $2 | 2 | 1 | 2 | 03/03/2026 | ☆ | |
| 29793 | Penserra Global Investors Llc CRD 174309 | Orinda, CA | Institutional / Pension Advisor · Boutique (under $100M) | $2 | 0 | 1 | 12 | 08/28/2026 | ☆ |
| 29794 | Smith Securities Llc CRD 288886 | Insurance-Affiliated · Boutique (under $100M) | $2 | 1 | 3 | 04/24/2026 | ☆ | ||
| 29795 | Wavelet Capital Llc CRD 334033 | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 03/24/2026 | ☆ | ||
| 29796 | Zacks Intelligence Llc CRD 333798 | Chicago, IL | Wealth Manager · Boutique (under $100M) | $2 | 1 | 1 | 10 | 05/29/2026 | ☆ |
| 29797 | 1 Oak Puerto Rico, Llc CRD 343549 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/30/2026 | ☆ | ||
| 29798 | 10/28 Wealth Management Llc CRD 342685 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | ||
| 29799 | 11 Western Asset Management Llc CRD 336272 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 02/20/2026 | ☆ | ||
| 29800 | 1291 Group Of The Americas, Ltd CRD 174939 | Hamilton | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 0 | 03/30/2026 | ☆ |