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 |
|---|---|---|---|---|---|---|---|---|---|
| 30901 | R Squared Iv Llc CRD 337212 | Manhasset, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/29/2025 | ☆ |
| 30902 | R.I.T. Wealth Advisors Inc. CRD 339934 | San Luis Obispo, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 07/24/2026 | ☆ |
| 30903 | Rachel Schetrom Dba Legacy Financial CRD 342713 | Moorefield, WV | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/06/2026 | ☆ |
| 30904 | Radar Financial Investments Corporation CRD 314823 | The Woodlands, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/25/2026 | ☆ | |
| 30905 | Radius Capital Management, Llc CRD 341631 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 06/16/2026 | ☆ | ||
| 30906 | Raijin Ai, Inc. CRD 342079 | Brooklyn, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 06/24/2026 | ☆ | |
| 30907 | Rainbrook Capital Llc CRD 341512 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/09/2026 | ☆ | ||
| 30908 | Rainey Wealth Management Llc CRD 339511 | Salt Lake City, UT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/22/2026 | ☆ | |
| 30909 | Ram Insurance Agency, Llc CRD 343608 | Highland, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/09/2026 | ☆ | |
| 30910 | Rampart Asset Management Llc CRD 168549 | Stamford, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 04/20/2026 | ☆ |
| 30911 | Ramsey Smith Advisors, Llc CRD 342833 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/27/2026 | ☆ | ||
| 30912 | Randa Strategies Llc CRD 322339 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 03/02/2026 | ☆ | ||
| 30913 | Raven Point Wealth Management, Llc CRD 343835 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/07/2026 | ☆ | ||
| 30914 | Raven Wealth Advisors, Llc CRD 339849 | Pasadena, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 30915 | Ravine Road Advisors Llc CRD 328051 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 11/06/2023 | ☆ | ||
| 30916 | Rbg Capital Llc CRD 343318 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/29/2026 | ☆ | ||
| 30917 | Rcf Asset Management Group 3, Llc CRD 312212 | Studio City, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 9 | 03/31/2026 | ☆ | |
| 30918 | Rcf Asset Management Group 4, Llc CRD 326500 | Studio City, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 9 | 03/31/2026 | ☆ | |
| 30919 | Rea Investments, Llc CRD 333577 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | ||
| 30920 | Read Financial Services Llc CRD 339527 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/21/2026 | ☆ | ||
| 30921 | Real Advisers Llc Ria Series CRD 309221 | Austin, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/28/2025 | ☆ |
| 30922 | Reap Asset Management Llc CRD 339003 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/05/2026 | ☆ | ||
| 30923 | Recalibrating Wealth Llc CRD 338413 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/26/2026 | ☆ | ||
| 30924 | Reciprocal Wealth, Llc CRD 342207 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/14/2026 | ☆ | ||
| 30925 | Red River Capital Llc CRD 341266 | Parma, OH | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/12/2026 | ☆ |
| 30926 | Redemptive Wealth Management Llc CRD 328751 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/01/2026 | ☆ | ||
| 30927 | Reese Legacy Capital, Llc CRD 343173 | East Petersburg, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/21/2026 | ☆ | |
| 30928 | Reframe Wealth Strategies, Llc CRD 342078 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 30929 | Reg Davis Investments, Llc CRD 296924 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 0 | 02/02/2026 | ☆ | |
| 30930 | Regenesys Capital Management Llc CRD 337526 | New York, NY | Trust Company · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/04/2026 | ☆ |
| 30931 | Regents Wealth Management, Llc CRD 340798 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/11/2026 | ☆ | ||
| 30932 | Regfi Usa, Llc CRD 342345 | Miami, FL | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 4 | 08/13/2026 | ☆ |
| 30933 | Reik Wealth Management, Inc. CRD 340485 | Lakewood Ranch, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/16/2026 | ☆ | |
| 30934 | Reliance Asset Management Llc CRD 340818 | Davison, MI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 04/23/2026 | ☆ | |
| 30935 | Reliant Investment Management CRD 328754 | Phoenix, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/11/2025 | ☆ |
| 30936 | Remloe Capital Llc CRD 339477 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 07/08/2026 | ☆ | |
| 30937 | Remnant Wealth Llc CRD 339551 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/11/2026 | ☆ | ||
| 30938 | Resettle Wealth, Llc CRD 340812 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/04/2026 | ☆ | ||
| 30939 | Retire Lab Llc CRD 340070 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/06/2026 | ☆ | ||
| 30940 | Retirement Wealth Advisors, Llc CRD 300419 | Cape Coral, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 02/13/2024 | ☆ | |
| 30941 | Retirevest Financial, Llc CRD 335771 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 08/22/2025 | ☆ | |
| 30942 | Reveille Retirement Group Llc CRD 343380 | Rockland, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/14/2026 | ☆ | |
| 30943 | Revel Wealth Partners Llc CRD 342660 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/13/2026 | ☆ | ||
| 30944 | Revival Wealth Management CRD 334899 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/12/2025 | ☆ | ||
| 30945 | Rex Consulting, Llc CRD 339152 | Seven Fields, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/07/2026 | ☆ | |
| 30946 | Rexcrux, Inc. CRD 342577 | Investment Adviser · Boutique (under $100M) | $0 | 2 | 0 | 1 | 07/20/2026 | ☆ | |
| 30947 | Rhodeway Financial CRD 323707 | Providence, RI | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 03/19/2026 | ☆ |
| 30948 | Ria Group, Llc CRD 343724 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 6 | 07/24/2026 | ☆ | ||
| 30949 | Richard J. Fucillo CRD 318293 | Cambridge, MA | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 1 | 08/08/2023 | ☆ | |
| 30950 | Rickard Investment Consulting, Llc CRD 339941 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/12/2026 | ☆ |