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 |
|---|---|---|---|---|---|---|---|---|---|
| 30801 | Manzella Financial Llc CRD 340646 | Sterling Heights, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 09/08/2026 | ☆ | |
| 30802 | Maple Grove Wealth, Llc CRD 343452 | Franklin, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 09/02/2026 | ☆ |
| 30803 | Maravi Capital Management, Llc CRD 337908 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/19/2026 | ☆ | ||
| 30804 | Marchi Investments Llc CRD 339767 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 10/07/2026 | ☆ | |
| 30805 | Margin Advisory Group Llc CRD 341653 | Mount Carmel, IL | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 2 | 09/23/2026 | ☆ | |
| 30806 | Margo Financial, Llc CRD 323290 | Investment Adviser · Boutique (under $100M) | $0 | 95 | 0 | 1 | 03/31/2026 | ☆ | |
| 30807 | Marian Investor Coaching, Inc. CRD 152951 | Greenwood, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 03/13/2026 | ☆ | |
| 30808 | Marquesa Holdings Llc CRD 338176 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/07/2026 | ☆ | ||
| 30809 | Martin Capital Planning Llc CRD 337257 | East Longmeadow, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/07/2025 | ☆ | |
| 30810 | Massari Asset Management Llc CRD 343736 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/06/2026 | ☆ | ||
| 30811 | Matienzo Maurer, Juan CRD 343279 | San Andres Cholula, Puebla | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/13/2026 | ☆ | |
| 30812 | Mav Wealth, Llc CRD 341886 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/13/2026 | ☆ | ||
| 30813 | Maverick Thomas Capital Llc CRD 342921 | Boca Raton, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 5 | 10/05/2026 | ☆ | |
| 30814 | Maveriq Capital Group Llc CRD 344599 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 12 | 09/23/2026 | ☆ | ||
| 30815 | Mavs Wealth Management Group, Llc CRD 337364 | St. Petersburg, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/01/2026 | ☆ |
| 30816 | Maximforte Private Wealth Llc CRD 342663 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/02/2026 | ☆ | |
| 30817 | Mccarthy, John, F CRD 316854 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/13/2026 | ☆ | ||
| 30818 | Mcgorman Wealth Management, Llc CRD 339524 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/10/2026 | ☆ | ||
| 30819 | Mcguire Financial Services Group CRD 135569 | San Francisco, CA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 04/08/2026 | ☆ | |
| 30820 | Mchenry Investments, Llc CRD 339628 | Beaver, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/24/2026 | ☆ |
| 30821 | Mcvane Advisory Services, Llc CRD 341524 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/27/2026 | ☆ | ||
| 30822 | Md Advice Financial CRD 329583 | Holt, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/06/2024 | ☆ | |
| 30823 | Mdkb Holdings, Llc CRD 339804 | Bellville, TX | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 05/11/2026 | ☆ | |
| 30824 | Measured Horizon Wealth Llc CRD 343510 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/31/2026 | ☆ | ||
| 30825 | Measured Path Capital, Llc. CRD 338672 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/21/2026 | ☆ | |
| 30826 | Mebanewood Management Llc CRD 339448 | Nashville, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/17/2026 | ☆ | |
| 30827 | Medvest Wealth Management, Llc CRD 322662 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/18/2026 | ☆ | ||
| 30828 | Melo Out Financial, Llc CRD 338179 | Patterson, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/27/2026 | ☆ | |
| 30829 | Mendlstein Capital Holdings Llc CRD 338278 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/28/2026 | ☆ | ||
| 30830 | Menominee Capital Llc CRD 304965 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/26/2025 | ☆ |
| 30831 | Mercator Investment Management Llc CRD 296809 | Investment Adviser · Boutique (under $100M) | $0 | 1 | 0 | 2 | 04/03/2026 | ☆ | |
| 30832 | Merels Capital, Llc CRD 339181 | Westminster, CO | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/25/2026 | ☆ | |
| 30833 | Meridian 38 Advisors Llc CRD 342274 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2026 | ☆ | ||
| 30834 | Meridian Atlas Planning, Llc CRD 338687 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/31/2026 | ☆ | ||
| 30835 | Meridian Wealth Group, Llc CRD 342462 | Dade City, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/04/2026 | ☆ | |
| 30836 | Merion Capital Llc CRD 135897 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 03/30/2026 | ☆ | ||
| 30837 | Mexus Advisory L.L.C. CRD 334394 | El Paso, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 06/16/2026 | ☆ | |
| 30838 | Mi4 Capital, Llc CRD 314658 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/04/2026 | ☆ | |
| 30839 | Michael Bush Financial Services, Llc CRD 312804 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 04/22/2026 | ☆ | |
| 30840 | Michael Leslie Investments Llc CRD 335648 | Philadelphia, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/24/2026 | ☆ | |
| 30841 | Microbusiness401 K Advisory Llc CRD 291302 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/04/2021 | ☆ | |
| 30842 | Midfield Private Wealth, Llc CRD 343256 | White Plains, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/24/2026 | ☆ | |
| 30843 | Midwest Asset Management, Inc. CRD 113282 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 30844 | Mifel Capital Partners Llc CRD 342244 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/18/2026 | ☆ | |
| 30845 | Millennial Investors Ltd. Co. CRD 335828 | Mcallen, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | |
| 30846 | Miller Asset Management Llc CRD 342757 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/24/2026 | ☆ | ||
| 30847 | Miller Wealth Management Llc CRD 342942 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/15/2026 | ☆ | ||
| 30848 | Milvian Bridge Advisory Llc CRD 343193 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/06/2026 | ☆ | |
| 30849 | Mindi Financial Llc CRD 342221 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | ||
| 30850 | Mindset Asset Management, Llc CRD 338530 | Indianapolis, IN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 08/26/2026 | ☆ |