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 |
|---|---|---|---|---|---|---|---|---|---|
| 32051 | Actio Capital Manager, Llc CRD 334372 | Plano, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32052 | Action Financial Planning Llc CRD 338203 | Investment Adviser | — | 0 | 1 | 07/13/2026 | ☆ | ||
| 32053 | Actions Capital Managers Llc CRD 341513 | New York, NY | Investment Adviser | — | 09/28/2026 | ☆ | |||
| 32054 | Actium Group Llc CRD 307495 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32055 | Activate Capital Management, Lp CRD 307073 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32056 | Activate Management Llc CRD 334513 | Bethlehem, PA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 32057 | Activation Fund Advisors, Llc CRD 312604 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 32058 | Active Lifestyle Financial Planning Llc CRD 162531 | Investment Adviser | — | 31 | 1 | 03/20/2026 | ☆ | ||
| 32059 | Active Ownership Corporation S.à R.L. CRD 310391 | Grevenmacher | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32060 | Active Venture Partners, Llc CRD 294383 | San Antonio, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32061 | Activecap Capital Partners, Scr, S.A. CRD 340980 | Lisbon | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 32062 | Activum Sg Capital Management Limited CRD 164034 | St Helier | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32063 | Actualize Capital Llc CRD 306446 | Sausalito, CA | Investment Adviser | — | 05/22/2024 | ☆ | |||
| 32064 | Acumain Capital, Llc CRD 336530 | Pleasanton, CA | Investment Adviser | — | 0 | 1 | 03/30/2026 | ☆ | |
| 32065 | Acumen Capital Partners Llc CRD 285564 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32066 | Acv Capital Pte. Ltd. CRD 322804 | Singapore | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 32067 | Acvc Management, Llc CRD 309667 | Palo Alto, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 32068 | Adagio Capital Management, Llc CRD 286138 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 32069 | Adamantem Capital Management Pty Ltd CRD 311186 | Sydney, Nsw | Investment Adviser | — | 10/07/2026 | ☆ | |||
| 32070 | Adams Capital Management, Inc. CRD 162533 | Sewickley, PA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 32071 | Adams Funds Advisers, Llc CRD 226613 | Baltimore, MD | Investment Adviser | — | 20 | 03/27/2026 | ☆ | ||
| 32072 | Adams, Kevin William CRD 173127 | Plymouth, MI | Investment Adviser | — | 4 | 04/24/2023 | ☆ | ||
| 32073 | Adapt Investment Managers Sa CRD 329885 | Geneva | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32074 | Adaptation Ventures Llc CRD 341422 | Westport, CT | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 32075 | Adaptive Capital Management Partners, Llc CRD 130938 | Reno, NV | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 32076 | Add Ventures Capital, Llc CRD 325247 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 32077 | Addable Money Llc CRD 318018 | Investment Adviser | — | 23 | 03/31/2026 | ☆ | |||
| 32078 | Addie Capital, L.P. CRD 282144 | Dallas, TX | Investment Adviser | — | 2 | 1 | 02/26/2026 | ☆ | |
| 32079 | Addigence Corporation CRD 323504 | New York, NY | Investment Adviser | — | 2 | 3 | 07/20/2026 | ☆ | |
| 32080 | Addison Family Management, Llc CRD 304916 | Philadelphia, PA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32081 | Addisonmanagement, Inc. CRD 324234 | Shelburne, VT | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 32082 | Addition, L.P. CRD 309075 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32083 | Adele Brady Bolson Cpa Ps CRD 116392 | Bellevue, WA | Investment Adviser | — | 2 | 05/01/2026 | ☆ | ||
| 32084 | Adelie Investment Management Company CRD 162709 | Ebene | Investment Adviser | — | 06/05/2026 | ☆ | |||
| 32085 | Adelio Partners Limited CRD 340027 | London | Investment Adviser | — | 01/12/2026 | ☆ | |||
| 32086 | Adelis Advisory A/S CRD 317934 | 1055 Copenhagen | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 32087 | Adelis Advisory I Ab CRD 169534 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32088 | Adelis Advisory Ii Ab CRD 289290 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32089 | Adelis Advisory Iii Ab CRD 317936 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32090 | Adelis Advisory Iv Ab CRD 333820 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32091 | Adelis Ssid Advisory Ab CRD 322672 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32092 | Adelphi Capital Advisory, Llc CRD 298903 | Washington, DC | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32093 | Adelphi Ventures Management, Llc CRD 334434 | Investment Adviser | — | 02/02/2026 | ☆ | ||||
| 32094 | Adenia Partners Ltd CRD 332221 | Beau Plan | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 32095 | Adept Benefits Solutions Llc CRD 335210 | Insurance-Affiliated | — | 1 | 07/21/2026 | ☆ | |||
| 32096 | Adi Nitai Das, Llc CRD 337479 | Investment Adviser | — | 08/18/2025 | ☆ | ||||
| 32097 | Aditum Bio Management Company, Llc CRD 305442 | Oakland, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32098 | Adjacent Ventures Llc CRD 306888 | New York, NY | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 32099 | Adjuvant Capital, Lp CRD 301716 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 32100 | Adlerberg Capital Llc CRD 344440 | Golden, CO | Investment Adviser | — | 09/04/2026 | ☆ |