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 |
|---|---|---|---|---|---|---|---|---|---|
| 30351 | Felton Wealth, Llc CRD 344499 | Wheeling, WV | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 09/22/2026 | ☆ | |
| 30352 | Fideleon Wealth Advisors Llc CRD 343861 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/04/2026 | ☆ | ||
| 30353 | Field Capital Management, Llc CRD 114229 | Santa Fe, NM | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/31/2025 | ☆ |
| 30354 | Fieldstone Advisory Llc CRD 343109 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | |
| 30355 | Fifth Generation Financial Llc CRD 340921 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/30/2026 | ☆ |
| 30356 | Fifth Pointe Wealth Advisors Llc CRD 324305 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/27/2026 | ☆ | |
| 30357 | Fig Tree Financials Llc CRD 317013 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 01/26/2026 | ☆ | ||
| 30358 | Financial Legacy Builders Llc CRD 336752 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 1 | 08/31/2026 | ☆ | |
| 30359 | Financial Q Group Llc CRD 327095 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 04/13/2026 | ☆ | |
| 30360 | Financial Service Group, Llc CRD 329424 | St. George, UT | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/11/2026 | ☆ |
| 30361 | Financial Solutions, Inc. CRD 311787 | Skokie, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/11/2023 | ☆ | |
| 30362 | Financial Thinking Partner, Llc CRD 340776 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/01/2026 | ☆ | |
| 30363 | Finish Line Wealth Management, Llc CRD 341489 | East Aurora, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 30364 | Finq Ai Llc CRD 326858 | Tel Aviv | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 41 | 02/10/2026 | ☆ |
| 30365 | Firm Foundation Wealth Advisors Llc CRD 342198 | Charleston, SC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/12/2026 | ☆ | |
| 30366 | First Class Financial Llc CRD 341096 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/18/2026 | ☆ | ||
| 30367 | First Dominion Wealth Advisors Llc CRD 341571 | Aiken, SC | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/02/2026 | ☆ |
| 30368 | First Rank Financial Llc CRD 340836 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/27/2026 | ☆ | |
| 30369 | First Retirement Services Llc CRD 328202 | Parkland, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/17/2023 | ☆ |
| 30370 | First There Financial Llc CRD 343240 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/27/2026 | ☆ | |
| 30371 | Firstfruits Wealth Management Llc CRD 341241 | Richmond, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | |
| 30372 | Fischer, Blake Edward CRD 339006 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/15/2026 | ☆ | ||
| 30373 | Fit Wealth Advisors, Llc CRD 315858 | Grand Island, NE | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/04/2026 | ☆ | |
| 30374 | Fitsha Consulting Llc CRD 341496 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/18/2026 | ☆ | |
| 30375 | Five Talent Financial Llc CRD 343569 | Murray, KY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 10/07/2026 | ☆ |
| 30376 | Fjaka Wealth Management Llc CRD 340753 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/24/2026 | ☆ | ||
| 30377 | Flagstick Capital Partners Llc CRD 341091 | North Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 10/12/2026 | ☆ |
| 30378 | Flameback Capital Usa, Inc CRD 329123 | Bengaluru, Karnataka | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 10/07/2026 | ☆ | |
| 30379 | Fleming Wealth, Llc CRD 343807 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/13/2026 | ☆ | ||
| 30380 | Flint And Fletching Llc CRD 335823 | Ballinger, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/25/2026 | ☆ | |
| 30381 | Floyd Financial Services Llc CRD 174512 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/14/2021 | ☆ | |
| 30382 | Fluence Wealth Management Llc CRD 333657 | Portland, OR | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/26/2026 | ☆ |
| 30383 | Focus 50 Wealth Management Llc CRD 340856 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/22/2026 | ☆ | ||
| 30384 | Fonpearl Investment Company Llc CRD 336265 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30385 | Foothills Investments, L.L.C. CRD 336454 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/12/2026 | ☆ | |
| 30386 | Foothills Wealth Management, Llc CRD 335034 | Cave Creek, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2025 | ☆ | |
| 30387 | For The Scott Girls Llc CRD 340171 | Prescott, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/22/2026 | ☆ | |
| 30388 | Foresight Wealth Advisory, Llc CRD 340465 | Indianapolis, IN | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/15/2026 | ☆ |
| 30389 | Forge Advisory Llc CRD 343382 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | ||
| 30390 | Forged Path Wealth Advisors Llc CRD 339624 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/20/2026 | ☆ | ||
| 30391 | Forsman Financial Services Llc CRD 339523 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/20/2026 | ☆ | ||
| 30392 | Fortezza Wealth Advisors, Llc CRD 342326 | Fincastle, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/23/2026 | ☆ | |
| 30393 | Fortify Financial Llc CRD 340138 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/12/2026 | ☆ | ||
| 30394 | Fortress Financial Management Llc CRD 340068 | Shelton, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/29/2026 | ☆ |
| 30395 | Fortyone Asset Management, Llc CRD 344723 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/30/2026 | ☆ | ||
| 30396 | Forum Wealth Group, Llc CRD 341013 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/01/2026 | ☆ | ||
| 30397 | Forward 360 CRD 331984 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/26/2026 | ☆ | |
| 30398 | Forward Wealth Llc CRD 341883 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/06/2026 | ☆ | |
| 30399 | Foster Financial Services, Llc CRD 343491 | Fort Wayne, IN | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 3 | 08/17/2026 | ☆ | |
| 30400 | Founder360° Family Office, Llc CRD 339296 | Multi-Family Office · Boutique (under $100M) | $0 | 0 | 1 | 05/07/2026 | ☆ |