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 |
|---|---|---|---|---|---|---|---|---|---|
| 32901 | Base10 Partners Management Llc CRD 288914 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32902 | Base4 Capital Lp CRD 317334 | Menlo Park, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 32903 | Baseline Growth Capital Llc CRD 312538 | Castle Rock, CO | Investment Adviser | — | 02/26/2021 | ☆ | |||
| 32904 | Baseline Industries, L.P. CRD 294309 | Jackson, WY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32905 | Baseline Wealth Advisors, Inc. CRD 337391 | Investment Adviser | — | 1 | 03/19/2026 | ☆ | |||
| 32906 | Basic Capital Advisors Llc CRD 323734 | New York, NY | Investment Adviser | — | 1 | 06/29/2026 | ☆ | ||
| 32907 | Basis Set Builders, Llc CRD 313162 | Menlo Park, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 32908 | Basis Set Ventures, Llc CRD 289323 | Menlo Park, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 32909 | Baskir Capital Management Llc CRD 166457 | New York, NY | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 32910 | Basler Capital Partners, Llc CRD 310964 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 32911 | Bassin, Bruce CRD 283413 | Investment Adviser | — | 1 | 02/27/2026 | ☆ | |||
| 32912 | Bastion Asset Management Inc CRD 342790 | Montreal | Investment Adviser | — | 07/30/2026 | ☆ | |||
| 32913 | Bastion Capital Advisors Llc CRD 343215 | Guaynabo, PR | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 32914 | Batch Ventures, Llc CRD 335493 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 32915 | Bates Financial Group, Llc. CRD 172686 | Smyrna, GA | Insurance-Affiliated | — | 1 | 08/09/2017 | ☆ | ||
| 32916 | Bath Leeds, Llc CRD 293875 | Greenwich, CT | Investment Adviser | — | 03/24/2025 | ☆ | |||
| 32917 | Battalion Asset Management, Llc CRD 324267 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 32918 | Battell Holdings Management, Llc CRD 334688 | Memphis, TN | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 32919 | Baukunst Management Company, Llc CRD 323886 | Cambridge, MA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32920 | Baum Partnerships Llc CRD 314042 | Investment Adviser | — | 05/04/2021 | ☆ | ||||
| 32921 | Bay Area & Pacific Coast Development, Inc. CRD 169148 | San Francisco, CA | Investment Adviser | — | 1 | 1 | 04/01/2026 | ☆ | |
| 32922 | Bay Capital Mezzanine Management, Llc CRD 258788 | Investment Adviser | — | 06/05/2026 | ☆ | ||||
| 32923 | Bay Capital Partners Ltd CRD 167965 | Ebene | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32924 | Bay City Capital Gf Xinde Investment Management Co CRD 286040 | San Rafael, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 32925 | Bay City Capital Llc CRD 160525 | San Rafael, CA | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 32926 | Bay Financial Planning & Tax Services, Llc CRD 283715 | Annapolis, MD | Investment Adviser | — | 0 | 6 | 03/12/2026 | ☆ | |
| 32927 | Bay Plan Fund Management Llc CRD 335390 | Bloomfield Hills, MI | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 32928 | Bayboston Managers Llc CRD 177520 | Boston, MA | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 32929 | Bayboston Managers Puerto Rico Llc CRD 327551 | Guaynabo, PR | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 32930 | Bayesian Solutions Llc CRD 325211 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 32931 | Baylink Capital Llc CRD 326540 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32932 | Baymed Venture Partners, Llc CRD 333295 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32933 | Baynes Capital Llc CRD 334708 | Fort Worth, TX | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 32934 | Bayou Bay Capital Management, Llc CRD 330432 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32935 | Bayou Street Private Securities Llc CRD 309659 | Houston, TX | Investment Adviser | — | 06/18/2020 | ☆ | |||
| 32936 | Bayshore Investments Llc CRD 317851 | Sacramento, CA | Investment Adviser | — | 02/15/2022 | ☆ | |||
| 32937 | Bazooka Advisors Llc CRD 307751 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32938 | Baztec Capital, Llc CRD 285667 | Investment Adviser | — | 03/22/2022 | ☆ | ||||
| 32939 | Bb Point Llc CRD 338807 | Investment Adviser | — | 1 | 04/20/2026 | ☆ | |||
| 32940 | Bb Shelf 4 Llp CRD 172471 | London | Investment Adviser | — | 05/13/2026 | ☆ | |||
| 32941 | Bb Wealth Group, Llc CRD 343010 | Wilmington, DE | Investment Adviser | — | 07/31/2026 | ☆ | |||
| 32942 | Bbg Ventures Management, Llc CRD 309525 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32943 | Bbm&F Llc CRD 329339 | Denver, CO | Investment Adviser | — | 03/29/2024 | ☆ | |||
| 32944 | Bbq Opportunity Ventures Llc CRD 318128 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32945 | Bbridge Llc CRD 312564 | Greenwich, CT | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 32946 | Bbs Wealth Management, Llc CRD 312283 | Methuen, MA | Investment Adviser | — | 1 | 08/21/2023 | ☆ | ||
| 32947 | Bc Advisors, Llc CRD 284059 | Investment Adviser | — | 11/10/2016 | ☆ | ||||
| 32948 | Bc Financial, Llc CRD 288411 | Normandy Park, WA | Investment Adviser | — | 1 | 03/15/2026 | ☆ | ||
| 32949 | Bc Gestao De Recursos Ltda. CRD 307955 | Sao Paulo | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 32950 | Bc Partners Llp CRD 284927 | London | Investment Adviser | — | 03/20/2026 | ☆ |