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 |
|---|---|---|---|---|---|---|---|---|---|
| 30001 | Bear & Eagle Investments Llc CRD 343699 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/30/2026 | ☆ | |
| 30002 | Bearbull Llc CRD 342324 | Dublin 2 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 06/04/2026 | ☆ | |
| 30003 | Beard Financial Planning Llc CRD 341301 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30004 | Becker Capital Group Llc CRD 342794 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/13/2026 | ☆ | |
| 30005 | Beeyond Capital, Llc CRD 330400 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/22/2024 | ☆ | |
| 30006 | Belle Isle Advisors, Llc CRD 340859 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/21/2026 | ☆ | ||
| 30007 | Belleau Wood Partners Llc CRD 344280 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | ||
| 30008 | Bellerive Capital, Llc CRD 343680 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/05/2026 | ☆ | ||
| 30009 | Bender Capital Management, Llc CRD 331584 | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $0 | 0 | 1 | 06/14/2024 | ☆ | ||
| 30010 | Benefi Global Corp CRD 337846 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 02/03/2026 | ☆ | |
| 30011 | Beneficial Investment Advisory Inc. CRD 333462 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/05/2025 | ☆ | ||
| 30012 | Bennington Asset Management, Llc CRD 342574 | Pittsburgh, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 10/01/2026 | ☆ |
| 30013 | Benton Innovation Group Llc CRD 330945 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/20/2026 | ☆ |
| 30014 | Bespoke Family Advisors, Llc CRD 342526 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2026 | ☆ | ||
| 30015 | Best Life Financial Planning, Llc CRD 341171 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/25/2026 | ☆ | ||
| 30016 | Best Options Financial Planning Llc CRD 342923 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/12/2026 | ☆ | ||
| 30017 | Beta Financial Advisors Llc CRD 342712 | San Angelo, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/23/2026 | ☆ | |
| 30018 | Better Planning Better Life Inc. CRD 343636 | Seal Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/22/2026 | ☆ | |
| 30019 | Bfwm Llc CRD 339127 | Holly Springs, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/17/2025 | ☆ | |
| 30020 | Bg Advisors, Inc. CRD 338874 | Bloomfield Hills, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/12/2026 | ☆ | |
| 30021 | Biasafe Securities Usa Corp CRD 342777 | Montreal, Qc | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/29/2026 | ☆ |
| 30022 | Bible & Sovereign Partners, Llc CRD 299244 | Waco, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/03/2018 | ☆ | |
| 30023 | Bili Finance, Llc CRD 339828 | Tucson, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/27/2026 | ☆ | |
| 30024 | Birch Bay Financial Planning Llc CRD 341741 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | ||
| 30025 | Birmingham Capital Llc CRD 340016 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/26/2026 | ☆ | ||
| 30026 | Bitcoin Standard Llc CRD 326609 | St Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/28/2026 | ☆ |
| 30027 | Black Dog Wealth, Llc CRD 334464 | Investment Adviser · Boutique (under $100M) | $0 | 10 | 0 | 1 | 03/19/2026 | ☆ | |
| 30028 | Blackacre Advisory CRD 342285 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ | ||
| 30029 | Blackhorn Partners Private Wealth, Llc CRD 342294 | Middleton, WI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/24/2026 | ☆ | |
| 30030 | Blackoak Advisors Llc CRD 338349 | Des Moines, IA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/03/2026 | ☆ | |
| 30031 | Blade Financial, Llc CRD 332078 | Tampa, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/11/2025 | ☆ |
| 30032 | Blanck Financial, Llc CRD 341353 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/16/2026 | ☆ | |
| 30033 | Blessed Financial Investments, Llc CRD 319670 | Edmond, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/10/2025 | ☆ |
| 30034 | Block House Investments, Llc CRD 340460 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/13/2026 | ☆ | ||
| 30035 | Blockbridge Investments Llc CRD 341419 | Minneapolis, MN | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 06/24/2026 | ☆ |
| 30036 | Bloom Financial Llc CRD 337875 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/02/2026 | ☆ | ||
| 30037 | Blue Capital Llc CRD 337287 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/05/2026 | ☆ | |
| 30038 | Blue Cedar Advisors Llc CRD 312727 | Naperville, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 03/13/2026 | ☆ |
| 30039 | Blue Duck Wealth Llc CRD 342906 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | ||
| 30040 | Blue Horizon Investments Llc CRD 338691 | Amarillo, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 03/04/2026 | ☆ | |
| 30041 | Blue Orca Securities Llc CRD 344606 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/20/2026 | ☆ | ||
| 30042 | Blue Owl Real Assets Advisors Llc CRD 336832 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 140 | 06/08/2026 | ☆ |
| 30043 | Bluenose Wealth Llc CRD 342866 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2026 | ☆ | ||
| 30044 | Bluestar Wealth Inc. CRD 343296 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/30/2026 | ☆ | ||
| 30045 | Bluewater Asset Management, Llc CRD 329406 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/17/2024 | ☆ | ||
| 30046 | Bluum Invest Llc CRD 340474 | Los Angeles, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/04/2026 | ☆ |
| 30047 | Bogart Advisory Group Llc CRD 340558 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/03/2026 | ☆ | ||
| 30048 | Bolhan Wealth Llc CRD 341227 | Greenwood Village, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/20/2026 | ☆ | |
| 30049 | Bond Bell & Co Llc CRD 342290 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 10/12/2026 | ☆ | ||
| 30050 | Bond Financial Planning, Llc CRD 339667 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/29/2026 | ☆ |