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 |
|---|---|---|---|---|---|---|---|---|---|
| 30451 | Giessel Wealth Advisors, Llc CRD 343415 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/01/2026 | ☆ | ||
| 30452 | Gilbert Private Wealth Llc CRD 342519 | Scottsdale, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 30453 | Global Advisors, Llc CRD 327425 | San Jose, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 10/07/2026 | ☆ | |
| 30454 | Global Solutions Wealth Consultants Llc CRD 333858 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/12/2025 | ☆ |
| 30455 | Glow Financial Planning Llc CRD 338447 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/16/2026 | ☆ | ||
| 30456 | Gm Capital Management Llc CRD 326504 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/10/2024 | ☆ | ||
| 30457 | Gmi Global Partners Llc CRD 328066 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 05/06/2026 | ☆ |
| 30458 | Go Fish Finance, Llc CRD 333606 | Investment Adviser · Boutique (under $100M) | $0 | 7 | 0 | 1 | 03/14/2026 | ☆ | |
| 30459 | Golden Capital Partners Llc CRD 333794 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/08/2026 | ☆ | |
| 30460 | Golden Foundation Advisors Llc CRD 339287 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/04/2026 | ☆ | ||
| 30461 | Golden Pine Advisory, Llc CRD 332248 | Pinehurst, NC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 04/07/2026 | ☆ | |
| 30462 | Goldenstate Wealth Management Llc CRD 341355 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30463 | Goldsmith Martin Wealth Strategy Llc CRD 343525 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/17/2026 | ☆ | ||
| 30464 | Goldstrike Capital Llc CRD 338926 | North Syracuse, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/10/2026 | ☆ |
| 30465 | Good Luck Ny Inc. CRD 338208 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/02/2026 | ☆ | ||
| 30466 | Good Soil Llc CRD 343895 | Grand Rapids, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2026 | ☆ | |
| 30467 | Gorges Capital Management Llc CRD 342494 | Rochester, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/18/2026 | ☆ |
| 30468 | Gosch Wealth Advisory Llc CRD 340315 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/26/2026 | ☆ | ||
| 30469 | Gotham Block, Llc CRD 290005 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/05/2024 | ☆ |
| 30470 | Gotman Matusovskaya, Julie Evgenievna CRD 337578 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/10/2026 | ☆ | ||
| 30471 | Grand Investment Group Llc CRD 326936 | Plano, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/10/2023 | ☆ | |
| 30472 | Granofsky Investment Advisory Llc CRD 340375 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/20/2026 | ☆ | ||
| 30473 | Grant Wealth Advisors Llc CRD 339781 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 10/12/2026 | ☆ | ||
| 30474 | Grantd Wealth, Inc. CRD 340110 | Denver, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/10/2026 | ☆ | |
| 30475 | Graychase Wealth Advisory Llc CRD 340511 | San Antonio, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/14/2026 | ☆ | |
| 30476 | Graysbrook Investment Partners Llc CRD 341499 | Palm Beach Gardens, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ | |
| 30477 | Great Blue Wealth Llc CRD 338368 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/13/2026 | ☆ | ||
| 30478 | Great Lakes Bay Financial Llc CRD 297138 | Saginaw, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/03/2026 | ☆ |
| 30479 | Green Square Am, Llc CRD 343857 | Memphis, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/08/2026 | ☆ | |
| 30480 | Green Tree Wealth, Inc CRD 331662 | Bend, OR | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/04/2024 | ☆ | |
| 30481 | Greenbook Financial Llc CRD 341212 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 30482 | Greenbriar & Associates Llc CRD 327685 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/14/2026 | ☆ | |
| 30483 | Greenbrier Financial, L.C. CRD 341645 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/25/2026 | ☆ | ||
| 30484 | Greene Directions Llc CRD 340643 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/03/2026 | ☆ | ||
| 30485 | Greenhouse Investments Llc CRD 344528 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/21/2026 | ☆ | ||
| 30486 | Greteman Capital Management, Llc CRD 299020 | Carroll, IA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/27/2026 | ☆ |
| 30487 | Grey Kirwan Financial Llc CRD 338850 | Reston, VA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/03/2026 | ☆ | |
| 30488 | Greylock Peak Investments, Llc CRD 158941 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/18/2026 | ☆ | |
| 30489 | Grodzki Wealth Management, Inc. CRD 342358 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 30490 | Groff Wealth Management, Llc CRD 339984 | Sparks, MD | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/31/2026 | ☆ | |
| 30491 | Groundwork Financial Partners, Pllc CRD 340435 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | ||
| 30492 | Growe Capital Advisors, Llc CRD 338671 | New Canaan, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2025 | ☆ | |
| 30493 | Growth Equity Partners Advisor Llc CRD 344006 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/20/2026 | ☆ | ||
| 30494 | Gruccio Financial Llc CRD 337444 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 01/21/2026 | ☆ | ||
| 30495 | Gsp Financial Ltda CRD 343123 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/17/2026 | ☆ | ||
| 30496 | Gtc Wealth Solutions, Llc CRD 343377 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | ||
| 30497 | Gts Investment Advisory Inc. CRD 344041 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 10/12/2026 | ☆ | |
| 30498 | Guardian Financial Wealth Management Inc. CRD 304958 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2019 | ☆ | ||
| 30499 | Guardian Wealth Advisory Services, Llc CRD 340129 | Tyrone, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/18/2026 | ☆ | |
| 30500 | Gulf Coast Asset Management Company Llc CRD 335340 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/19/2025 | ☆ |