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 |
|---|---|---|---|---|---|---|---|---|---|
| 30551 | Hillstrong Llc CRD 334005 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/17/2025 | ☆ | ||
| 30552 | Hinduja Lynx Investment Advisory, Llc CRD 289909 | Washington, DC | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 03/27/2026 | ☆ | |
| 30553 | Hinkle, Kenneth Dean CRD 310318 | Seal Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30554 | Hirst Financial Independence Planning, Inc. CRD 342919 | Fall River, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 09/04/2026 | ☆ | |
| 30555 | Hisaab Capital, Llc CRD 341015 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/13/2026 | ☆ | |
| 30556 | Hodges Financial Group Llc CRD 338345 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/10/2026 | ☆ | ||
| 30557 | Hoeven Wealth, Llc CRD 343490 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/07/2026 | ☆ | |
| 30558 | Hogue Investment Services CRD 342293 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/30/2026 | ☆ | ||
| 30559 | Holistic Capital CRD 332028 | Boston, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/25/2024 | ☆ | |
| 30560 | Holm & Baucom Wealth Advisors, Llc CRD 343838 | Victoria, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 09/21/2026 | ☆ | |
| 30561 | Holocron Holdings Llc CRD 343224 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/23/2026 | ☆ | |
| 30562 | Holt Investment Partners Llc CRD 339917 | Newport Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/15/2026 | ☆ | |
| 30563 | Honestly Financial Llc CRD 338758 | Vancouver, British Columbia | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/18/2026 | ☆ | |
| 30564 | Honorpoint Financial Llc CRD 343016 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/24/2026 | ☆ | ||
| 30565 | Hoov Capital Management, Llc CRD 338641 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 1 | 03/10/2026 | ☆ | |
| 30566 | Hoovest Capital Management Inc CRD 327888 | West Vancouver | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/17/2026 | ☆ | |
| 30567 | Horizon Ridge Advisors L.L.C. CRD 341038 | Mesa, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 05/07/2026 | ☆ | |
| 30568 | Hormaza Capital Advisory, Llc CRD 341271 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/09/2026 | ☆ | |
| 30569 | Horoky Private Wealth, Llc CRD 343228 | South Bend, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/27/2026 | ☆ | |
| 30570 | Houseman Financial Llc CRD 337624 | New Freedom, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | |
| 30571 | Houten Haley Financial Llc CRD 334734 | St. Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | |
| 30572 | Howard Fiduciary Investments Llc CRD 342369 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/30/2026 | ☆ | ||
| 30573 | Hoyle Capital, Llc CRD 304651 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/30/2020 | ☆ | |
| 30574 | Hpm Investment Partners, Llc CRD 343565 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/18/2026 | ☆ | ||
| 30575 | Hps Solutions Llc CRD 319461 | Lakeland, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/12/2022 | ☆ | |
| 30576 | Hudson & Associates Wealth Management Llc CRD 343176 | Tulsa, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/28/2026 | ☆ | |
| 30577 | Hudson Wealth Management, Llc CRD 291182 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/13/2019 | ☆ | ||
| 30578 | Hull Wealth Management Llc CRD 340282 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/17/2026 | ☆ | |
| 30579 | Hunter Vip Investments, Llc CRD 336715 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/24/2026 | ☆ | ||
| 30580 | Hya Financial Corporation CRD 286161 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | ||
| 30581 | Hyde Park Wealth Llc CRD 335695 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2025 | ☆ | ||
| 30582 | Iammarino, Nicholas J. CRD 137579 | Carlsbad, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/20/2026 | ☆ |
| 30583 | Ibis Capital, Llc CRD 342382 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/24/2026 | ☆ | |
| 30584 | Icma Rc Services, Llc CRD 23189 | Washington, DC | Broker-Dealer (Dually Registered) · Boutique (under $100M) | $0 | 0 | 208 | 07/27/2026 | ☆ | |
| 30585 | Ideal Financial Planning, Llc CRD 339608 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/12/2026 | ☆ | |
| 30586 | Illumint Financial Advisors Llc CRD 290263 | Investment Adviser · Boutique (under $100M) | $0 | 14 | 0 | 1 | 09/03/2026 | ☆ | |
| 30587 | Im Wealth, Llc CRD 338459 | Ada, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/14/2026 | ☆ | |
| 30588 | Ime Visva Investment Services Private Limited CRD 343826 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 08/06/2026 | ☆ | ||
| 30589 | Immar Corp CRD 298108 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/05/2018 | ☆ | |
| 30590 | Imperative Wealth Planning Llc CRD 343196 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/02/2026 | ☆ | ||
| 30591 | In The Couch Investments, Llc CRD 336177 | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 03/31/2026 | ☆ | |
| 30592 | Income Focus Advisors Llc CRD 338716 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | ||
| 30593 | Independent Capital, Llc CRD 340359 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/07/2026 | ☆ | |
| 30594 | Indigo Private Wealth Llc CRD 341427 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/27/2026 | ☆ | ||
| 30595 | Inference Wealth, Llc CRD 343858 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/07/2026 | ☆ | ||
| 30596 | Infinity Private Wealth, Llc CRD 339513 | Oklahoma City, OK | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/28/2026 | ☆ | |
| 30597 | Ing Wealth Llc CRD 340443 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/30/2026 | ☆ | ||
| 30598 | Inman Park Wealth Management, Llc CRD 343949 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/11/2026 | ☆ | ||
| 30599 | Innermost Wealth Management, Llc CRD 333719 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/31/2026 | ☆ | ||
| 30600 | Innerworks Wealth Management Llc CRD 340243 | Cincinnati, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ |