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 |
|---|---|---|---|---|---|---|---|---|---|
| 31801 | Advent Advisors Llc CRD 304835 | Investment Adviser | — | 2 | 02/23/2026 | ☆ | |||
| 31802 | Advent Life Sciences Llp CRD 173031 | London | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 31803 | Advent Partners Pty Ltd CRD 171232 | Melbourne, Victoria | Investment Adviser | — | 12/19/2025 | ☆ | |||
| 31804 | Advent Morro Equity Partners, Inc. CRD 162930 | San Juan, PR | Investment Adviser | — | 09/25/2025 | ☆ | |||
| 31805 | Adverb Ventures Management, Llc CRD 326839 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 31806 | Advice Only, Pbc CRD 334039 | San Diego, CA | Investment Adviser | — | 6 | 08/05/2026 | ☆ | ||
| 31807 | Advicemind Llc CRD 325992 | Brandon, FL | Investment Adviser | — | 01/05/2026 | ☆ | |||
| 31808 | Adviser Financial Group, Inc CRD 115049 | Investment Adviser | — | 100 | 1 | 03/24/2026 | ☆ | ||
| 31809 | Advisia Financial Planning, Llc CRD 340257 | Bellevue, WA | Investment Adviser | — | 1 | 06/30/2026 | ☆ | ||
| 31810 | Advisor 123 Llc CRD 316880 | Caledonia, MI | Investment Adviser | — | 6 | 02/10/2026 | ☆ | ||
| 31811 | Advisor Alliance Llc CRD 289813 | Shepherdstown, WV | Investment Adviser | — | 0 | 1 | 12/04/2025 | ☆ | |
| 31812 | Advisors Asset Management, Inc. CRD 285455 | Tacoma, WA | Investment Adviser | — | 2 | 04/28/2026 | ☆ | ||
| 31813 | Advisory Api Systems Llc CRD 330083 | Investment Adviser | — | 0 | 1 | 05/20/2026 | ☆ | ||
| 31814 | Advisory Dialectics, Inc. CRD 332273 | Investment Adviser | — | 0 | 1 | 03/26/2026 | ☆ | ||
| 31815 | Advisory Resource Group, Llc CRD 191512 | Newmarket, NH | Insurance-Affiliated | — | 4 | 06/01/2026 | ☆ | ||
| 31816 | Ae Blue Capital Llc CRD 326996 | Investment Adviser | — | 04/23/2026 | ☆ | ||||
| 31817 | Aeb Capital, Llc CRD 159488 | Washington, DC | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 31818 | Aec Holdings, L.P. CRD 288791 | Houston, TX | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 31819 | Aegina Capital, Llc CRD 337910 | Denver, CO | Investment Adviser | — | 09/08/2025 | ☆ | |||
| 31820 | Aegis Financial Advisory, Llc CRD 137602 | Lake Oswego, OR | Investment Adviser | — | 1 | 06/19/2026 | ☆ | ||
| 31821 | Aeolian Advisors Corporation CRD 167526 | Investment Adviser | — | 1 | 04/14/2025 | ☆ | |||
| 31822 | Aeolus Investment Advisers Ltd. CRD 334592 | Hamilton | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 31823 | Aeon Investments Limited CRD 340007 | London | Investment Adviser | — | 01/13/2026 | ☆ | |||
| 31824 | Aeonea Limited CRD 336367 | Hong Kong | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 31825 | Aeonian Capital, Llc CRD 170646 | Chino, CA | Investment Adviser | — | 05/17/2026 | ☆ | |||
| 31826 | Aequal Technologies Inc CRD 323532 | Investment Adviser | — | 09/15/2022 | ☆ | ||||
| 31827 | Aera Funds Management Pte. Ltd. CRD 317467 | Singapore | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 31828 | Aerden Llc CRD 339595 | Insurance-Affiliated | — | 1 | 06/26/2026 | ☆ | |||
| 31829 | Aermont Capital Llp CRD 163201 | London | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 31830 | Aermont Capital Management S.A R.L. CRD 299262 | Luxembourg | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 31831 | Aermont Italy S.R.L. CRD 339927 | Milan | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 31832 | Aesculus Capital Llc CRD 328447 | Investment Adviser | — | 04/29/2026 | ☆ | ||||
| 31833 | Aestus Capital, Llc CRD 321068 | Menlo Park, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 31834 | Aethelstan Capital Management Llc CRD 306697 | Cos Cob, CT | Investment Adviser | — | 01/23/2020 | ☆ | |||
| 31835 | Aether Management Company, Llc CRD 341805 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 31836 | Aetheris Diversified Inc. CRD 335339 | Denver, CO | Investment Adviser | — | 02/26/2025 | ☆ | |||
| 31837 | Aetos Capital Management Lp CRD 315929 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 31838 | Aevf Gp Lp CRD 335652 | Toronto, Ontario | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 31839 | Af Series, Llc CRD 316383 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 31840 | Af Vc, Llc CRD 299338 | Greenwich, CT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 31841 | Afa Fund Management, Llc CRD 342328 | Orem, UT | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 31842 | Afc Institutional Fund Manager Llc CRD 325265 | West Palm Beach, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 31843 | Aff Funds, Llc CRD 336074 | Arlington, VA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 31844 | Affiliated Capital, Llc CRD 329931 | Coral Gables, FL | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 31845 | Affiliated Investment Council, Llc CRD 142264 | Investment Adviser | — | 1 | 01/14/2026 | ☆ | |||
| 31846 | Affinity 2 Management, Llc CRD 314460 | Waco, TX | Investment Adviser | — | 11/21/2025 | ☆ | |||
| 31847 | Affinity 3 Management, Llc CRD 322198 | Waco, TX | Investment Adviser | — | 11/21/2025 | ☆ | |||
| 31848 | Affinity 4 Management, Llc CRD 332606 | Waco, TX | Investment Adviser | — | 11/21/2025 | ☆ | |||
| 31849 | Affinity Equity Partners Limited CRD 161910 | George Town | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 31850 | Affirma Capital Managers (Singapore) Pte. Ltd CRD 335509 | Singapore | Investment Adviser | — | 03/25/2026 | ☆ |