Investment advisers
45,220 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 |
|---|---|---|---|---|---|---|---|---|---|
| 31701 | Ysb Wealth Management Llc CRD 341032 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 3 | 09/22/2026 | ☆ | ||
| 31702 | Zagmout Wealth Management Co. CRD 297789 | Chicago, IL | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/30/2020 | ☆ | |
| 31703 | Zale Capital Management, L.P. CRD 338433 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 06/02/2026 | ☆ | ||
| 31704 | Zapa Investing Llc CRD 338749 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 01/25/2026 | ☆ | ||
| 31705 | Zefan & Company, Llc CRD 342421 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 1 | 07/29/2026 | ☆ | |
| 31706 | Zenit Wealth Advisors, Inc. CRD 334122 | Piantini, Santo Domingo | Investment Adviser · Boutique (under $100M) | $0 | 0 | 0 | 3 | 03/02/2026 | ☆ |
| 31707 | Zhidi Luo CRD 342453 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/22/2026 | ☆ | ||
| 31708 | Zimmerman,Theodore,Edward CRD 146822 | Insurance-Affiliated · Boutique (under $100M) | $0 | 0 | 0 | 1 | 02/09/2026 | ☆ | |
| 31709 | Zoop Alpha Llc CRD 343280 | Mesa, AZ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 09/10/2026 | ☆ | |
| 31710 | Zuanic & Associates Llc CRD 327433 | Marlton, NJ | Investment Adviser · Boutique (under $100M) | $0 | 0 | 2 | 03/17/2026 | ☆ | |
| 31711 | Zz Planning Llc CRD 340329 | Investment Adviser · Boutique (under $100M) | $0 | 0 | 1 | 04/29/2026 | ☆ | ||
| 31712 | "The Pilot's Advisor," Llc CRD 160241 | Insurance-Affiliated | — | 1 | 06/11/2026 | ☆ | |||
| 31713 | .406 Ventures Management, L.P. CRD 162914 | Boston, MA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 31714 | 010118 Management, L.P. CRD 301237 | San Francisco, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 31715 | 01 Vc Advisor Ltd CRD 302097 | Grand Cayman, Grand Cayman | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 31716 | 021 Capital, Llc CRD 335405 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 31717 | 021 T Capital Management, Llc CRD 343801 | Cambridge, MA | Investment Adviser | — | 08/25/2026 | ☆ | |||
| 31718 | 05 Capital Advisors Llc CRD 332097 | New York, NY | Investment Adviser | — | 07/07/2025 | ☆ | |||
| 31719 | 1 Am Gaming Llc CRD 326905 | Santa Monica, CA | Investment Adviser | — | 06/24/2024 | ☆ | |||
| 31720 | 1.21 Gigawatts Management Company Llc CRD 322340 | Middletown, CT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 31721 | 10 Key Consulting, Llc CRD 294775 | El Paso, TX | Investment Adviser | — | 0 | 1 | 01/10/2026 | ☆ | |
| 31722 | 10,000 Days Capital Management Llc CRD 330647 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 31723 | 100 Plus Planning, Llc CRD 329985 | Center Valley, PA | Investment Adviser | — | 1 | 03/04/2026 | ☆ | ||
| 31724 | 10000 Acres Group, Llc CRD 339963 | Investment Adviser | — | 12/19/2025 | ☆ | ||||
| 31725 | 100 Km Ventures Llc CRD 332928 | Arlington, VA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 31726 | 100 X Entrepreneur Fund Advisory, Llc CRD 330125 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 31727 | 1060 Capital, Llc CRD 174763 | Denver, CO | Investment Adviser | — | 05/13/2026 | ☆ | |||
| 31728 | 108 Biocapital Growth Fund, Lp CRD 339648 | Danbury, CT | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 31729 | 10 D Consulting Services Ltd. CRD 301521 | Tel Aviv | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 31730 | 10 H Capital Management, Llc CRD 310161 | Skokie, IL | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 31731 | 11 Tribes Ventures Llc CRD 328978 | Glen Ellyn, IL | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 31732 | 11.2 Capital Management, Llc CRD 170078 | Las Vegas, NV | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 31733 | 111 Capital CRD 305499 | Paris | Investment Adviser | — | 09/25/2026 | ☆ | |||
| 31734 | 111 West Capital Llc CRD 325776 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 31735 | 1121 Management Llc CRD 324616 | Investment Adviser | — | 02/23/2026 | ☆ | ||||
| 31736 | 114 Th Financial Lc CRD 332169 | Investment Adviser | — | 7 | 1 | 02/11/2025 | ☆ | ||
| 31737 | 11 Th Street Capital Advisors Llc CRD 340799 | Investment Adviser | — | 1 | 03/23/2026 | ☆ | |||
| 31738 | 12 Flags Consumer Fund Gp CRD 343390 | George Town, Grand Cayman | Investment Adviser | — | 08/24/2026 | ☆ | |||
| 31739 | 120 Capital, Llc CRD 319547 | Boston, MA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 31740 | 1200 Mgmt. Llc CRD 325571 | La Jolla, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 31741 | 1208 Capital Management, Llc CRD 302092 | Madison, WI | Investment Adviser | — | 04/06/2020 | ☆ | |||
| 31742 | 1270 Capital Llc CRD 171151 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 31743 | 13658058 Canada Inc. CRD 320631 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 31744 | 13 Capital Llc CRD 321758 | Austin, TX | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 31745 | 1414 Ventures Advisors Llc CRD 321780 | Boston, MA | Investment Adviser | — | 01/13/2026 | ☆ | |||
| 31746 | 1487297 B.C. Ltd. CRD 334524 | Vancouver, British Columbia | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 31747 | 14 Peaks Capital Ag CRD 322492 | Zug | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 31748 | 14 W Ventures Gp Llc CRD 283437 | Madrid | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 31749 | 1517 Management Company, Llc CRD 281914 | Investment Adviser | — | 04/07/2021 | ☆ | ||||
| 31750 | 15706939 Canada Inc. CRD 329976 | Montreal, Quebec | Investment Adviser | — | 3 | 01/02/2026 | ☆ |