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 |
|---|---|---|---|---|---|---|---|---|---|
| 30201 | Cow Capital Inc CRD 324665 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/01/2026 | ☆ | ||
| 30202 | Cradle To College Financial, Llc CRD 338930 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/21/2026 | ☆ | ||
| 30203 | Created Wealth Llc CRD 343953 | Venice, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 10/01/2026 | ☆ | |
| 30204 | Creative Capital Funding Llc CRD 311492 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 08/10/2026 | ☆ | |
| 30205 | Creegan & Associates, Llc CRD 339722 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/05/2026 | ☆ | ||
| 30206 | Creekside Financial Planning, L.L.C. CRD 339701 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | ||
| 30207 | Crescent Advisory Solutions, Llc CRD 344292 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 11 | 09/22/2026 | ☆ | |
| 30208 | Crescent Meridian Capital Llc CRD 341276 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/29/2026 | ☆ | ||
| 30209 | Cresscila Llc CRD 339914 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/02/2026 | ☆ | |
| 30210 | Crest Wealth Management Llc CRD 338818 | San Francisco, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | |
| 30211 | Crestridge Wealth Advisors, Llc CRD 307679 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | |
| 30212 | Crestway Insurance Group, Llc Dba CRD 309278 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/25/2023 | ☆ | |
| 30213 | Critical Capital Llc CRD 342537 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | ||
| 30214 | Crito Capital Advisers Llc CRD 330570 | Westport, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/13/2026 | ☆ | |
| 30215 | Crosslight Global Investment Partners, Llc CRD 343555 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/10/2026 | ☆ | |
| 30216 | Crosspath Capital Llc CRD 342795 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/13/2026 | ☆ | ||
| 30217 | Crow Capital Management Llc CRD 337673 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/20/2026 | ☆ | |
| 30218 | Csi Group Advisors, Llc CRD 338012 | Wall Township, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 7 | 07/15/2026 | ☆ |
| 30219 | Cullen Investment Group CRD 310055 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/29/2026 | ☆ | |
| 30220 | Cura Collective Legacy CRD 339769 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/09/2026 | ☆ | |
| 30221 | Curran Wealth Advisory, Llc CRD 344308 | Bel Air, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/21/2026 | ☆ | |
| 30222 | Currents Wealth Strategies Llc CRD 339968 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/21/2026 | ☆ | ||
| 30223 | Cvs Capital, Llc CRD 339546 | Reno, NV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/14/2026 | ☆ |
| 30224 | Cxi Advisors, Llc CRD 301321 | Auburn, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 03/27/2026 | ☆ | |
| 30225 | Cxl Capital Management Llc CRD 343469 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | ||
| 30226 | Cyborgwealth, Llc CRD 150897 | Red Bank, NJ | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 5 | 03/31/2026 | ☆ |
| 30227 | Daline Wealth Management, Llc CRD 343058 | Clarksville, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/18/2026 | ☆ | |
| 30228 | Dallas Financial Planning Llc CRD 338591 | Dallas, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/21/2025 | ☆ | |
| 30229 | Daly Capital Management Llc CRD 343035 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/28/2026 | ☆ | ||
| 30230 | Dan Thornsberry Capital Advisors, Llc CRD 343946 | Belleair Beach, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 30231 | Daniel Power, Llc CRD 318301 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 12/23/2025 | ☆ | |
| 30232 | Darby Creek Financial Advisors Llc CRD 342138 | Plain City, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/30/2026 | ☆ | |
| 30233 | Daring Greatly Wealth Llc CRD 343678 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | ||
| 30234 | Data Analytics Capital Llc CRD 341033 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/02/2026 | ☆ | |
| 30235 | Datum Wealth Management Llc CRD 342854 | Warwick, RI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/11/2026 | ☆ | |
| 30236 | David Thomas,Cpa,Esq., Pc CRD 317778 | San Diego, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/02/2026 | ☆ | |
| 30237 | David X Martin, Llc CRD 315306 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 03/01/2022 | ☆ | |
| 30238 | David Zbonski, Llc CRD 341120 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/17/2026 | ☆ | ||
| 30239 | Davis Ross Investment Advisers, Llc CRD 117751 | Columbus, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/30/2026 | ☆ |
| 30240 | Dbm Advisors, Llc CRD 293138 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/28/2026 | ☆ |
| 30241 | De Vries Asset Management, Llc CRD 341027 | Encinitas, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/20/2026 | ☆ | |
| 30242 | Dean Davis Wealth Llc CRD 340949 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/01/2026 | ☆ | ||
| 30243 | Deborah Wealth Advisory Llc CRD 341446 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/19/2026 | ☆ | ||
| 30244 | Deep Blue Capital, Llc CRD 336045 | Newport Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/08/2026 | ☆ | |
| 30245 | Deferred Advisors, Llc CRD 343242 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/17/2026 | ☆ | ||
| 30246 | Deliberate Wealth Llc CRD 340396 | Advance, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/29/2026 | ☆ | |
| 30247 | Dellith, Erik, Charles CRD 339509 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/27/2026 | ☆ | ||
| 30248 | Delta Financial, Inc. CRD 339663 | Escanaba, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 08/13/2026 | ☆ |
| 30249 | Deltasys Advisors Llc CRD 340585 | Davie, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2026 | ☆ |
| 30250 | Deltax Capital Llc CRD 343139 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/22/2026 | ☆ |