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 |
|---|---|---|---|---|---|---|---|---|---|
| 33351 | Borna Health Fund Advisors, Llc CRD 316941 | Investment Adviser | — | 02/24/2026 | ☆ | ||||
| 33352 | Borromin Capital Management Gmbh CRD 298013 | Frankfurt Am Main, Frankfurt Am Main | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 33353 | Boscoe Insurance Services, Inc. CRD 134844 | Encino, CA | Insurance-Affiliated | — | 0 | 1 | 02/12/2026 | ☆ | |
| 33354 | Boskia Wealth Management & Advisory Services, L.L.C. CRD 148940 | Marietta, GA | Investment Adviser | — | 0 | 1 | 01/11/2021 | ☆ | |
| 33355 | Boston Airx Labs Inc. CRD 300002 | Cambridge, MA | Investment Adviser | — | 03/22/2023 | ☆ | |||
| 33356 | Boston Seed Capital Management, L.L.C. CRD 288681 | Wellesley, MA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33357 | Bostonnorth Financial Services, Inc. CRD 120304 | Investment Adviser | — | 1 | 01/27/2026 | ☆ | |||
| 33358 | Bostwick Investment Consulting CRD 338244 | Grand Rapids, MI | Investment Adviser | — | 2 | 03/03/2026 | ☆ | ||
| 33359 | Boulder Food Group, Llc CRD 174360 | Boulder, CO | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 33360 | Boundless Investment Limited CRD 330828 | Hong Kong | Investment Adviser | — | 06/11/2026 | ☆ | |||
| 33361 | Bour, Phillip D. CRD 132913 | Investment Adviser | — | 15 | 1 | 02/16/2026 | ☆ | ||
| 33362 | Bourbon Financial Management, Llc CRD 152178 | Investment Adviser | — | 77 | 1 | 02/06/2026 | ☆ | ||
| 33363 | Boussard & Gavaudan Gestion Sas CRD 162723 | Paris | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 33364 | Boutique Venture Partners, Llc CRD 309920 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33365 | Bow Capital Management, Llc CRD 285101 | Menlo Park, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 33366 | Bow Street Angels Management, Llc CRD 314985 | Big Sur, CA | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 33367 | Bowery Capital Management, Llc CRD 168273 | New York, NY | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 33368 | Bowhead Investment Management CRD 333676 | Trianon | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 33369 | Bowmark Capital Llp CRD 160741 | London | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 33370 | Bowood Capital Advisors, Llc CRD 325364 | Mission Woods, KS | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 33371 | Boxgroup Ventures Llc CRD 306269 | New York, NY | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 33372 | Boxwood Capital Management, Llc CRD 173934 | Bethesda, MD | Investment Adviser | — | 01/19/2017 | ☆ | |||
| 33373 | Boyu Capital Group Management Ltd. CRD 289265 | George Town, Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33374 | Boyu Capital Investment Management Co., Limited CRD 283866 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33375 | Boyu Capital Management (Singapore) Pte. Ltd. CRD 325207 | Singapore | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33376 | Boyu Capital Management Limited CRD 162708 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33377 | Boyu Real Estate Fund Management Ltd. CRD 312670 | Grand Cayman, Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33378 | Bp Fund Management Llc CRD 330294 | Guaynabo, PR | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 33379 | Bp Investment Llc CRD 313561 | Sheridan, WY | Investment Adviser | — | 07/23/2021 | ☆ | |||
| 33380 | Bpifrance Investissement CRD 312341 | Paris, Ile De France | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 33381 | Bpt Investment Partners Management, Llc CRD 170167 | Minneapolis, MN | Investment Adviser | — | 02/25/2019 | ☆ | |||
| 33382 | Bpv Management Llc CRD 162111 | Tampa, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33383 | Bpw Advisory Services Llc CRD 332779 | Houston, TX | Investment Adviser | — | 1 | 10/25/2024 | ☆ | ||
| 33384 | Bqex Ltd CRD 341484 | Denver, CO | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 33385 | Bqv Partners Bv CRD 336401 | Hasselt | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 33386 | Bradford Equities Management, Llc CRD 164772 | White Plains, NY | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 33387 | Bradfordcrane Company Llc CRD 132288 | Investment Adviser | — | 22 | 1 | 01/12/2026 | ☆ | ||
| 33388 | Bradley Asset Management Llc CRD 327459 | Investment Adviser | — | 07/02/2023 | ☆ | ||||
| 33389 | Braemar Capital Management Ii, Llc CRD 295525 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33390 | Braemar Capital Management Iii, L.P. CRD 295530 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33391 | Braemar Capital Management, Llc CRD 295554 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33392 | Braemar Energy Ventures Llc CRD 163456 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33393 | Brail Capital Management, Lp CRD 310815 | New York, NY | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 33394 | Brain Trust Management Ii, L.L.C. CRD 298399 | Burlingame, CA | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 33395 | Brainstorm Management, Llc CRD 318485 | San Francisco, CA | Investment Adviser | — | 02/03/2025 | ☆ | |||
| 33396 | Bramalea Partners, Llc CRD 312893 | Investment Adviser | — | 03/04/2026 | ☆ | ||||
| 33397 | Branch & Bloom Financial Planning, Llc CRD 339754 | Menlo Park, CA | Investment Adviser | — | 1 | 04/22/2026 | ☆ | ||
| 33398 | Branch Financial Services, Inc. CRD 146985 | Setauket, NY | Investment Adviser | — | 3 | 02/17/2026 | ☆ | ||
| 33399 | Branchpoint Asset Management Ltd. CRD 340945 | Investment Adviser | — | 07/14/2026 | ☆ | ||||
| 33400 | Brand New Day Wealth Planning, Llc CRD 327674 | Los Angeles, CA | Investment Adviser | — | 1 | 03/19/2026 | ☆ |