Investment advisers
45,266 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 |
|---|---|---|---|---|---|---|---|---|---|
| 29951 | Atlas Wealth Management Llc CRD 343059 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 09/01/2026 | ☆ | |
| 29952 | Atomic Vaults Advisors Llc CRD 330278 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 02/19/2025 | ☆ |
| 29953 | Atrius Ai, Inc. CRD 344563 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/22/2026 | ☆ | ||
| 29954 | Attuned Wealth Llc CRD 343251 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | ||
| 29955 | Atvantis Wealth Management, Llc CRD 339074 | Charleston, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/04/2026 | ☆ |
| 29956 | Auburn Skies Financial Advisors Llc CRD 340211 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/20/2026 | ☆ | ||
| 29957 | Augeo Wealth Management Llc CRD 341437 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/13/2026 | ☆ | |
| 29958 | Aura Investments Llc CRD 342730 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/15/2026 | ☆ | ||
| 29959 | Auranser Inc. CRD 340833 | Fort Mill, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/27/2026 | ☆ | |
| 29960 | Aurapoint Capital Management, Llc CRD 339820 | Stuart, FL | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 3 | 04/23/2026 | ☆ |
| 29961 | Aure Advisors Llc CRD 337951 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/02/2026 | ☆ | ||
| 29962 | Aurevia Wealth Management Llc CRD 341583 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | |
| 29963 | Auriex Wealth Advisors Llc CRD 339954 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/29/2026 | ☆ | ||
| 29964 | Authentic Wealth Partners Llc CRD 343757 | Culpeper, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/02/2026 | ☆ | |
| 29965 | Autumn Branch Capital, Llc CRD 343751 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/29/2026 | ☆ | ||
| 29966 | Autumn Lane Advisory Llc CRD 342348 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/02/2026 | ☆ | ||
| 29967 | Avadim: Financial, Limited Liability Company CRD 339315 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/12/2026 | ☆ | |
| 29968 | Avanti Investment Services Llc CRD 329476 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 12/08/2025 | ☆ | |
| 29969 | Avanzza Investments Llc CRD 340942 | The Woodlands, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 6 | 09/09/2026 | ☆ |
| 29970 | Aventus Wealth Management Llc CRD 338332 | Centennial, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | |
| 29971 | Averton Wealth Management Llc CRD 342624 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | ||
| 29972 | Aviator's Wealth Management CRD 330735 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 01/31/2025 | ☆ | ||
| 29973 | Avl Advisory Llc CRD 337357 | Daytona Beach, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | |
| 29974 | Avora Wealth Llc CRD 339217 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | ||
| 29975 | Awealth International Ag CRD 343883 | Zollikon, Zh | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/21/2026 | ☆ |
| 29976 | Awrabi, Kamal Rojay CRD 165426 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2026 | ☆ | |
| 29977 | Axion Capital Markets, Llc CRD 340326 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2026 | ☆ |
| 29978 | Ayurasset Llc CRD 339114 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/06/2026 | ☆ | |
| 29979 | Azoria Capital, Inc. CRD 334835 | Washington, DC | Investment Adviser · Boutique (under $100M) | $0 | 3 | 0 | 5 | 01/06/2026 | ☆ |
| 29980 | Azul Private Wealth, Llc CRD 341915 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/26/2026 | ☆ | ||
| 29981 | B. Lively Financial, Llc CRD 340920 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/09/2026 | ☆ | ||
| 29982 | B365 Invest Llc CRD 337742 | San Antonio, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | |
| 29983 | Balai Lagai Wealth Management Llc CRD 334602 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 29984 | Banco Do Brasil Securities Llc CRD 132701 | Miami, FL | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $0 | 0 | 0 | 11 | 08/12/2026 | ☆ |
| 29985 | Bao, Lei CRD 342858 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/24/2026 | ☆ | |
| 29986 | Bark Securities, Llc CRD 337787 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/24/2025 | ☆ | |
| 29987 | Barrett Ward Llc CRD 342706 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/30/2026 | ☆ | |
| 29988 | Bartholomew & Company Wealth Management, Llc CRD 342680 | Worcester, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/01/2026 | ☆ | |
| 29989 | Base Planning Llc CRD 340360 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | ||
| 29990 | Bat Financial Services Llc CRD 340391 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | ||
| 29991 | Baumont Capital Llc CRD 342673 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/13/2026 | ☆ | ||
| 29992 | Baxter Capital Group Llc CRD 340852 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/05/2026 | ☆ | |
| 29993 | Bayleaf Financial Services Llc CRD 342400 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | ||
| 29994 | Bbfn Wealth Management Llc CRD 333474 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/08/2026 | ☆ | |
| 29995 | Bcm Fixed Income, Llc CRD 344121 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 08/21/2026 | ☆ | ||
| 29996 | Bcn Financial, Inc. CRD 135655 | Alameda, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 11/03/2025 | ☆ | |
| 29997 | Beacon Financial Advisors, Llc CRD 121502 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/12/2026 | ☆ | ||
| 29998 | Beacon Financial Planning Llc CRD 340096 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/08/2026 | ☆ | ||
| 29999 | Beacon Freedom Advisory, Llc CRD 339717 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/03/2026 | ☆ | ||
| 30000 | Beacon Ridge Advisors Llc CRD 340894 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/21/2026 | ☆ |