Investment advisers
44,659 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 |
|---|---|---|---|---|---|---|---|---|---|
| 30651 | N CRD 338768 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/11/2026 | ☆ | |
| 30652 | N CRD 341998 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 1 | 06/01/2026 | ☆ | |
| 30653 | N CRD 342645 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/26/2026 | ☆ | ||
| 30654 | N CRD 342384 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/29/2026 | ☆ | |
| 30655 | N CRD 335584 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 03/27/2026 | ☆ | |
| 30656 | N CRD 330056 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 16 | 03/31/2026 | ☆ | |
| 30657 | N CRD 305128 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 11 | 03/31/2026 | ☆ | |
| 30658 | N CRD 328782 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 3 | 03/31/2026 | ☆ | |
| 30659 | N CRD 341234 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/23/2026 | ☆ | ||
| 30660 | N CRD 314367 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 11 | 03/03/2026 | ☆ | |
| 30661 | N CRD 335175 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 20 | 03/12/2026 | ☆ | |
| 30662 | N CRD 310167 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/25/2026 | ☆ | ||
| 30663 | N CRD 340067 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 02/20/2026 | ☆ | |
| 30664 | N CRD 340788 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 7 | 02/27/2026 | ☆ | ||
| 30665 | N CRD 338411 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/07/2026 | ☆ | |
| 30666 | N CRD 339265 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 01/09/2026 | ☆ | ||
| 30667 | N CRD 337991 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 01/22/2026 | ☆ | ||
| 30668 | N CRD 335861 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 01/30/2026 | ☆ | ||
| 30669 | N CRD 332719 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 01/09/2026 | ☆ | ||
| 30670 | N CRD 339267 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 01/13/2026 | ☆ | ||
| 30671 | N CRD 114409 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 01/26/2026 | ☆ | ||
| 30672 | N CRD 338875 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 12/26/2025 | ☆ | |
| 30673 | N CRD 339613 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 12/04/2025 | ☆ | ||
| 30674 | N CRD 339935 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/19/2025 | ☆ | ||
| 30675 | N CRD 339612 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 5 | 12/19/2025 | ☆ | |
| 30676 | N CRD 330276 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 12/17/2025 | ☆ | ||
| 30677 | N CRD 336659 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 42 | 11/07/2025 | ☆ | ||
| 30678 | N CRD 339626 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 11/16/2025 | ☆ | ||
| 30679 | N CRD 332907 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/19/2025 | ☆ | ||
| 30680 | N CRD 332050 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 11/07/2025 | ☆ | ||
| 30681 | N CRD 337384 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/31/2025 | ☆ | ||
| 30682 | N CRD 337939 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 10/16/2025 | ☆ | |
| 30683 | N CRD 338531 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 09/18/2025 | ☆ | |
| 30684 | N CRD 335122 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/03/2025 | ☆ | |
| 30685 | N CRD 334700 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/08/2025 | ☆ | ||
| 30686 | N CRD 338163 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2025 | ☆ | ||
| 30687 | N CRD 337700 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/21/2025 | ☆ | |
| 30688 | N CRD 337852 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/25/2025 | ☆ | ||
| 30689 | N CRD 338323 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 08/19/2025 | ☆ | |
| 30690 | N CRD 108763 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 08/15/2025 | ☆ | ||
| 30691 | N CRD 337798 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/07/2025 | ☆ | |
| 30692 | N CRD 336799 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/14/2025 | ☆ | ||
| 30693 | N CRD 327175 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/17/2025 | ☆ | ||
| 30694 | N CRD 333283 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 9 | 07/01/2025 | ☆ | |
| 30695 | N CRD 332048 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 07/28/2025 | ☆ | ||
| 30696 | N CRD 327664 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 5 | 07/10/2025 | ☆ | |
| 30697 | N CRD 337805 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/11/2025 | ☆ | ||
| 30698 | N CRD 336280 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/03/2025 | ☆ | |
| 30699 | N CRD 336479 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/20/2025 | ☆ | ||
| 30700 | N CRD 335586 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 05/20/2025 | ☆ |