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 |
|---|---|---|---|---|---|---|---|---|---|
| 30051 | Boonipat Advisory Llc CRD 328994 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/09/2024 | ☆ | ||
| 30052 | Boria Wealth Management, Ltd CRD 343761 | Wayzata, MN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | |
| 30053 | Boston Investment Advisors Llc CRD 334361 | Boston, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/10/2025 | ☆ |
| 30054 | Boulder Financial Planning Company, Llc CRD 343638 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/01/2026 | ☆ | ||
| 30055 | Bouplon, Kean CRD 324262 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/13/2024 | ☆ | |
| 30056 | Bq Asset Management CRD 337418 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 12/01/2025 | ☆ | |
| 30057 | Braintrust Investment Advisors, Llc CRD 339615 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/15/2026 | ☆ | |
| 30058 | Brandenburg Financial Services, Llc CRD 340528 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/02/2026 | ☆ | ||
| 30059 | Brandsma Capital Llc CRD 337268 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/12/2026 | ☆ | ||
| 30060 | Bravo Zulu Capital Management Llc CRD 340256 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/08/2026 | ☆ | ||
| 30061 | Breion Lashay Rollins CRD 337706 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/02/2026 | ☆ | |
| 30062 | Brent A. Ward Financial & Insurance Services, Inc. CRD 340669 | Wilton, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 30063 | Brescor Wealth Advisory Llc CRD 330578 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2024 | ☆ | ||
| 30064 | Brian Apple Retirement Planning Llc CRD 343048 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | ||
| 30065 | Brian Luhman Financial Planning Llc CRD 339978 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/21/2026 | ☆ | ||
| 30066 | Bridge Capital Management, Llc CRD 326946 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2023 | ☆ | ||
| 30067 | Brightguide Investment Advisors, Llc CRD 339155 | Gilbert, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/16/2026 | ☆ |
| 30068 | Brightspring Investment Advisors Llc CRD 333828 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/25/2026 | ☆ | ||
| 30069 | Brightward Financial Llc CRD 341289 | Denver, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/27/2026 | ☆ | |
| 30070 | Bristol, Ronald George CRD 340145 | Monument, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/07/2026 | ☆ | |
| 30071 | Brite Avenue Capital Lp CRD 343136 | Scarsdale, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/16/2026 | ☆ | |
| 30072 | Brohl Financial Llc CRD 339352 | Grand Rapids, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/11/2025 | ☆ | |
| 30073 | Brokerage Specialists, Inc. CRD 291011 | Grand Island, NE | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/29/2026 | ☆ | |
| 30074 | Brooklands Partners, Llc CRD 336750 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2025 | ☆ | ||
| 30075 | Brookside Financial Advisors, Llc CRD 157304 | Parma, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/25/2026 | ☆ | |
| 30076 | Brookstone Wealth Advisors, Llc CRD 137658 | Wheaton, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 247 | 09/29/2026 | ☆ |
| 30077 | Brookstone Wealth Management, Inc. CRD 344265 | Oxford, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/23/2026 | ☆ | |
| 30078 | Brotherhood Financial, Llc CRD 339151 | Colorado Springs, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 6 | 09/29/2026 | ☆ |
| 30079 | Bryan Ruiz CRD 334278 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/20/2026 | ☆ | ||
| 30080 | Btesh Financial, Llc CRD 338209 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/16/2026 | ☆ | ||
| 30081 | Buck, T.J. CRD 128147 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/16/2022 | ☆ | ||
| 30082 | Buckhead Resources, Inc. CRD 305995 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/14/2025 | ☆ |
| 30083 | Buckler Wealth Management, Llc CRD 332591 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/21/2025 | ☆ | ||
| 30084 | Bucks Capital Advisers Llc CRD 342040 | Newtown, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 10/01/2026 | ☆ |
| 30085 | Buffalo Capital Advisors Llc CRD 339814 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/05/2025 | ☆ | ||
| 30086 | Buffalo Run Wealth Advisors Llc CRD 338661 | Mission, KS | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 06/11/2026 | ☆ | |
| 30087 | Bugle Valley Llc CRD 343487 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | ||
| 30088 | Build Wealth Partners Llc CRD 342705 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/14/2026 | ☆ | ||
| 30089 | Buildsaints, Inc. CRD 344466 | Investment Adviser · Boutique (under $100M) | $0 | 5 | 0 | 1 | 09/23/2026 | ☆ | |
| 30090 | Bull Market Strategies Llc CRD 339029 | Westwood, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | |
| 30091 | Bullington Advisors Inc. CRD 323957 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/02/2023 | ☆ | ||
| 30092 | Burnett Lane Advisors, Llc CRD 338829 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/20/2025 | ☆ | |
| 30093 | Byreforge Management, Lp CRD 340666 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 08/26/2026 | ☆ | |
| 30094 | C2 C Private Wealth, Llc CRD 343915 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/28/2026 | ☆ | ||
| 30095 | Cademuir Wealth Management Llc CRD 337766 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 03/31/2026 | ☆ | ||
| 30096 | Cadence Financial Advisors, Llc CRD 141807 | Allen, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/21/2026 | ☆ |
| 30097 | Caiman Capital Group Llc CRD 318162 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/15/2025 | ☆ | ||
| 30098 | Caliber Investment Advisors, Llc CRD 339214 | Red Bank, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/16/2026 | ☆ |
| 30099 | Callodine Strategic Credit Fund Iii Management, Llc CRD 340405 | Atlanta, GA | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 4 | 03/06/2026 | ☆ |
| 30100 | Camba Capital, Llc CRD 343145 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/30/2026 | ☆ |