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 |
|---|---|---|---|---|---|---|---|---|---|
| 30101 | Cambridge Digital Asset Group, Llc CRD 339182 | Okemos, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 12/07/2025 | ☆ | |
| 30102 | Cameron Cologne Financial Media Aerospace Conglomerate, Llc CRD 144297 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 07/27/2009 | ☆ | |||
| 30103 | Cameron Wealth, Llc CRD 339500 | Charlotte, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/18/2026 | ☆ | |
| 30104 | Campbell Wealth Partners, Llc CRD 339557 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/22/2026 | ☆ | ||
| 30105 | Campeones Fc Llc CRD 344699 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/28/2026 | ☆ | ||
| 30106 | Candlelight Financial Solutions Llc CRD 341081 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/03/2026 | ☆ | ||
| 30107 | Candor Strategic Partners Llc CRD 334832 | Ft Lauderdale, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/07/2025 | ☆ | |
| 30108 | Cano, Ruben, Dario CRD 337523 | Cali | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30109 | Cantor Fitzgerald Energy Advisors, Llc CRD 338226 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 07/21/2026 | ☆ |
| 30110 | Capital Consulting & Investment Group Llc CRD 343540 | Durham, NC | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 09/01/2026 | ☆ | |
| 30111 | Capital Market Advisors, Llc CRD 337235 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 10 | 09/18/2026 | ☆ | ||
| 30112 | Capital Narrative Wealth Management Llc CRD 340415 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/08/2026 | ☆ | ||
| 30113 | Capital Risk Management Llc CRD 300480 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/24/2026 | ☆ | ||
| 30114 | Capitalade Llc CRD 339634 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | ||
| 30115 | Capitol Landing Wealth Management, Llc CRD 335770 | Williamsburg, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/03/2026 | ☆ | |
| 30116 | Cardone Wealth Advisors, Llc CRD 337559 | Aventura, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 6 | 03/19/2026 | ☆ |
| 30117 | Carico Private Wealth Management Llc CRD 342716 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | ||
| 30118 | Carrara Capital, Llc CRD 340803 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30119 | Carsons Capital Llc CRD 333489 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/24/2024 | ☆ | ||
| 30120 | Cascara Financial Planning Llc CRD 339300 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/14/2026 | ☆ | ||
| 30121 | Cash Flow Technologies Llc CRD 331403 | Lancaster, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/05/2026 | ☆ | |
| 30122 | Casita Financial Planning Llc CRD 334718 | El Segundo, CA | Investment Adviser · Boutique (under $100M) | $0 | 21 | 0 | 1 | 02/25/2026 | ☆ |
| 30123 | Caskwise Capital Inc CRD 338889 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | ||
| 30124 | Castle Group Holdings Inc. CRD 341862 | Mission Viejo, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/16/2026 | ☆ | |
| 30125 | Catch22 Ventures Llc CRD 337828 | New York City, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/08/2026 | ☆ | |
| 30126 | Cavender Financial Planning, Llc CRD 342417 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/09/2026 | ☆ | ||
| 30127 | Cbjb Inc. CRD 323833 | Santa Rosa Beach, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/21/2023 | ☆ | |
| 30128 | Cclg Advisors Llc CRD 342796 | Orlando, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/15/2026 | ☆ | |
| 30129 | Cedar Wing Llc CRD 341542 | Shelburne, VT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/16/2026 | ☆ | |
| 30130 | Cedarmill Financial Llc CRD 326357 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30131 | Cedarstream Wealth, Llc CRD 343501 | Herndon, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/09/2026 | ☆ | |
| 30132 | Centuria Capital Partners Llc CRD 339596 | Guaynabo, PR | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/09/2026 | ☆ | |
| 30133 | Century Trace Investment Advisors Llc CRD 314572 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2021 | ☆ | |
| 30134 | Ceres Capital Management, Inc. CRD 121896 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30135 | Cfd Investment Advisory Llc CRD 342117 | Billings, MT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/06/2026 | ☆ | |
| 30136 | Chadwick Financial Advisors, Llc CRD 300584 | Canton, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/31/2023 | ☆ | |
| 30137 | Chagrin Valley Legacy Advisors, Llc CRD 340652 | Chagrin Falls, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/28/2026 | ☆ | |
| 30138 | Chamberlain Long Wealth Management, Llc CRD 340792 | Alpine, UT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 10/01/2026 | ☆ | |
| 30139 | Champion Method, Llc CRD 339413 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | ||
| 30140 | Change Forces Llc CRD 333400 | Portola Valley, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/08/2026 | ☆ | |
| 30141 | Chaos Solved, Inc. CRD 152570 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/24/2026 | ☆ | |
| 30142 | Chappell Financial Group CRD 137962 | Atlanta, GA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 10/01/2026 | ☆ | |
| 30143 | Charles Mclean Capital Management, Llc CRD 336166 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/06/2026 | ☆ | |
| 30144 | Charlton Management, Llc CRD 341804 | Clawson, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/29/2026 | ☆ |
| 30145 | Chase Advisory And Wealth Management, Llc CRD 340808 | Kansas City, MO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/30/2026 | ☆ | |
| 30146 | Chcc Global Services Llc CRD 289762 | Missouri City, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 10/28/2021 | ☆ | |
| 30147 | Chellevold, Imee Rose, Tagaca CRD 342260 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/30/2026 | ☆ | |
| 30148 | Cherry Wealth Management Llc CRD 340992 | Lebanon, IN | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/10/2026 | ☆ |
| 30149 | Chestnut Beach Wealth Llc CRD 342548 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ | ||
| 30150 | Christ Capital Advisors Llc CRD 343201 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/20/2026 | ☆ |