Investment advisers
44,672 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 |
|---|---|---|---|---|---|---|---|---|---|
| 33301 | Blumberg Capital, L.L.C. CRD 163230 | Sunny Isles Beach, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33302 | Blume Venture Investment Manager Llp CRD 317819 | Mumbai | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 33303 | Bluwave Capital Partners, Llc CRD 320753 | Boston, MA | Investment Adviser | — | 03/25/2025 | ☆ | |||
| 33304 | Bmjr Management Co., Llc CRD 325158 | Dallas, TX | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 33305 | Bml Capital Management, Llc CRD 152244 | Zionsville, IN | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 33306 | Bmms Wealth Advisory Llc CRD 309479 | Bellevue, WA | Investment Adviser | — | 4 | 02/11/2026 | ☆ | ||
| 33307 | Bmp Ii Katydid Management, Llc CRD 342610 | Plano, TX | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 33308 | Bnm Capital Management, Llc CRD 299022 | Darien, CT | Investment Adviser | — | 03/29/2024 | ☆ | |||
| 33309 | Bnp Paribas Asset Management Europe CRD 339789 | Nanterre, Ile De France | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 33310 | Bnp Paribas Asset Management Prime CRD 333603 | Puteaux, Hauts De Seine | Investment Adviser | — | 05/27/2026 | ☆ | |||
| 33311 | Bnp Paribas Real Estate Investment Management France CRD 340057 | Boulogne Billancourt, Ile De France | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 33312 | Boam Ria Llc CRD 324144 | Omaha, NE | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 33313 | Bockhorst Wealth Stratagies Llc CRD 342967 | Investment Adviser | — | 0 | 1 | 07/21/2026 | ☆ | ||
| 33314 | Bodnar Financial Advisors, Inc. CRD 129014 | Florham Park, NJ | Investment Adviser | — | 2 | 02/18/2026 | ☆ | ||
| 33315 | Bofa Securities, Inc. CRD 283942 | New York, NY | Broker-Dealer (Dually Registered) | — | 317 | 07/29/2026 | ☆ | ||
| 33316 | Bogan Associates, Llc CRD 165111 | Investment Adviser | — | 03/29/2026 | ☆ | ||||
| 33317 | Bogenschneider, Ryan CRD 322779 | Elm Grove, WI | Investment Adviser | — | 08/01/2022 | ☆ | |||
| 33318 | Bold Management Advisors, Llc CRD 332727 | Santa Monica, CA | Investment Adviser | — | 06/04/2026 | ☆ | |||
| 33319 | Bold Management Partners, Llc CRD 282526 | Santa Monica, CA | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 33320 | Bolder Advisors, Llc CRD 324508 | Boulder, CO | Investment Adviser | — | 08/10/2023 | ☆ | |||
| 33321 | Boldrose Management Group, Llc CRD 313272 | Greenwich, CT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33322 | Boldstart Ventures Management Llc CRD 281533 | Miami, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33323 | Bolker, Barry Francis Thaddeus CRD 134853 | Investment Adviser | — | 10 | 1 | 03/28/2026 | ☆ | ||
| 33324 | Bollinger Financial Advisory, Inc CRD 118873 | Stillwater, OK | Investment Adviser | — | 1 | 04/07/2026 | ☆ | ||
| 33325 | Bolt Innovation Group Llc CRD 166803 | Boston, MA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33326 | Bolt Innovation Management Llc CRD 192524 | Boston, MA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33327 | Boltrock Management Llc CRD 326312 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33328 | Bonanni, Frank CRD 327111 | Investment Adviser | — | 1 | 04/27/2026 | ☆ | |||
| 33329 | Bonanza Kings Capital, Llc CRD 313807 | Greenwood Village, CO | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 33330 | Bonbillo Ventures Manager Ii Llc CRD 334265 | Investment Adviser | — | 02/19/2026 | ☆ | ||||
| 33331 | Bond Capital Management, Lp CRD 304391 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 33332 | Bonfire Ventures Management, Lp CRD 289457 | Los Angeles, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 33333 | Bonfrisco Wealth Management Llc CRD 166128 | Cherry Hill, NJ | Investment Adviser | — | 0 | 1 | 03/10/2025 | ☆ | |
| 33334 | Bonhope Capital Llc CRD 330062 | North Bethesda, MD | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 33335 | Bonifacio & Company, Llc CRD 150820 | Saint Louis, MO | Investment Adviser | — | 1 | 03/31/2026 | ☆ | ||
| 33336 | Bonitas Research Llc CRD 313767 | Austin, TX | Investment Adviser | — | 03/21/2022 | ☆ | |||
| 33337 | Bonjour Ventures I Gp, Llc CRD 319276 | San Mateo, CA | Investment Adviser | — | 04/27/2026 | ☆ | |||
| 33338 | Bonnefield Financial Inc. CRD 328267 | Toronto, Ontario | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33339 | Bonsai Partners, Llc CRD 297619 | Carlsbad, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 33340 | Bonside Advisor, Llc CRD 322359 | Brooklyn, NY | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 33341 | Bookend Capital Partners Llc CRD 299446 | New York, NY | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 33342 | Boom Capital Management, Llc CRD 301600 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 33343 | Boomerang Capital Llc CRD 120313 | Broker-Dealer (Dually Registered) | — | 2 | 3 | 08/23/2024 | ☆ | ||
| 33344 | Boon Investment Group, Inc. CRD 150102 | Austin, TX | Investment Adviser | — | 100 | 1 | 04/13/2026 | ☆ | |
| 33345 | Boost Vc Management Company, Llc CRD 285148 | San Mateo, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33346 | Boot64 Ventures Llc CRD 326944 | Metairie, LA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 33347 | Borderless Investment Advisors Llc CRD 318077 | Bangalore, Karnataka | Investment Adviser | — | 0 | 6 | 03/13/2026 | ☆ | |
| 33348 | Borealis Venture Management Ii, Llc CRD 162209 | Hanover, NH | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33349 | Borges Financial Llc CRD 311906 | Investment Adviser | — | 44 | 1 | 03/26/2026 | ☆ | ||
| 33350 | Born Capital, Llc CRD 313662 | Investment Adviser | — | 06/07/2021 | ☆ |