Investment advisers
45,276 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 |
|---|---|---|---|---|---|---|---|---|---|
| 31601 | Vector Dynamics Wealth Management P.L.L.C CRD 342038 | Mesa, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 09/29/2026 | ☆ |
| 31602 | Vector3 Wealth Management CRD 343072 | San Diego, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/10/2026 | ☆ | |
| 31603 | Vector7 Capital Inc. CRD 341471 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/23/2026 | ☆ | |
| 31604 | Vega Wealth Llc CRD 341068 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/19/2026 | ☆ | ||
| 31605 | Velara Wealth Management Inc. CRD 342735 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/25/2026 | ☆ | |
| 31606 | Velouria Capital Management Llc CRD 166377 | Investment Adviser · Boutique (under $100M) | $0 | 6 | 0 | 1 | 05/05/2022 | ☆ | |
| 31607 | Verdara Ppp Llc CRD 339710 | Tampa, FL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/15/2026 | ☆ | |
| 31608 | Verify Wealth Llc CRD 341678 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 08/17/2026 | ☆ | ||
| 31609 | Veritable Financials Llc CRD 341210 | Philadelphia, PA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 06/02/2026 | ☆ |
| 31610 | Vertex Investments Group Llc. CRD 334177 | Murrieta, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/08/2026 | ☆ | |
| 31611 | Vertical Investments, Llc CRD 154953 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 3 | 08/17/2026 | ☆ | |
| 31612 | Vessel Financial Planning Llc CRD 338596 | Plano, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/28/2026 | ☆ | |
| 31613 | Vessel Wealth Partners Llc CRD 343180 | Mendota Heights, MN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 08/27/2026 | ☆ | |
| 31614 | Vested Legacy Wealth Management, L.P. CRD 174462 | Houston, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/26/2026 | ☆ |
| 31615 | Vestted, Llc. CRD 339140 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 06/24/2026 | ☆ | |
| 31616 | Vet Fa Llc CRD 342859 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/11/2026 | ☆ | ||
| 31617 | Vetoshko Wealth Management CRD 343621 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 10/05/2026 | ☆ | ||
| 31618 | Vi Bhakti Ventures CRD 338344 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/30/2026 | ☆ | ||
| 31619 | Vibrance Wealth Management Llc CRD 343209 | Cupertino, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 31620 | Victus Wealth Management, Llc CRD 342307 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/24/2026 | ☆ | ||
| 31621 | Vignec Financial Llc CRD 339711 | Seattle, WA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/19/2026 | ☆ |
| 31622 | Vigness Advisory Llc CRD 333849 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/01/2026 | ☆ | ||
| 31623 | Vindex Capital Management, Llc CRD 341633 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | ||
| 31624 | Virescent Financial Llc CRD 339464 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/10/2026 | ☆ | |
| 31625 | Vision Wealth Advisory, Llc CRD 330019 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/14/2024 | ☆ | |
| 31626 | Visionary Wealth Partners Llc CRD 327490 | San Antonio, TX | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 11/10/2025 | ☆ |
| 31627 | Vital Wealth Strategy, Llc CRD 343055 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/09/2026 | ☆ | ||
| 31628 | Vitesse One Wealth Llc CRD 343089 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/16/2026 | ☆ | ||
| 31629 | Vocare Wealth Advisors Llc CRD 344366 | Reston, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 4 | 10/14/2026 | ☆ | |
| 31630 | Volsurface Capital Management, Llc CRD 198514 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/25/2025 | ☆ | |
| 31631 | Von Blucher Capital Llc CRD 339837 | Arlington, MA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/09/2026 | ☆ | |
| 31632 | Vortalis Wealth Management Llc CRD 340582 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/12/2026 | ☆ | ||
| 31633 | Voska Wealth Llc CRD 341574 | Rancho Cordova, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/12/2026 | ☆ | |
| 31634 | Voyage Point Wealth Management, Llc. CRD 341647 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ | ||
| 31635 | Voyage Wealth Management, Llc CRD 339544 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 01/21/2026 | ☆ | |
| 31636 | Vt Partners Ag CRD 340456 | Freienbach, Schwyz | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 4 | 06/01/2026 | ☆ |
| 31637 | Vwa Llc CRD 339237 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/03/2026 | ☆ | ||
| 31638 | W.B. Edwards Llc CRD 343080 | Knoxville, TN | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/01/2026 | ☆ | |
| 31639 | W1 Wealth Llc CRD 327293 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 10/02/2026 | ☆ | ||
| 31640 | Wagner Wealth Management, Pllc CRD 340472 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 03/18/2026 | ☆ | ||
| 31641 | Waldo.Ai, Inc. CRD 336723 | New Haven, CT | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/15/2026 | ☆ | |
| 31642 | Walker Legacy Investments Llc CRD 335811 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 05/14/2026 | ☆ | ||
| 31643 | Wall St Llc CRD 300908 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 03/20/2024 | ☆ | |
| 31644 | Wallace Wealth Advisory, Inc. CRD 342291 | Jamaica, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 05/18/2026 | ☆ |
| 31645 | Watch Hill Financial Inc CRD 343646 | Richmond, VA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 09/17/2026 | ☆ | |
| 31646 | Wealth Advisory Lab Llc CRD 323472 | Newport Beach, CA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 2 | 10/08/2026 | ☆ |
| 31647 | Wealth And Plan Llc CRD 339344 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 07/06/2026 | ☆ | ||
| 31648 | Wealth Forward Advisors Llc CRD 337462 | New York, NY | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 07/22/2026 | ☆ | |
| 31649 | Wealth Management Group Of Georgia Llc CRD 309376 | Marietta, GA | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 02/23/2024 | ☆ | |
| 31650 | Wealthridge Investments Llc CRD 339576 | Burr Ridge, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 08/17/2026 | ☆ |