Investment advisers
45,247 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 | Beijing Defu Yuean Investment Consulting Co., Ltd. CRD 330808 | Beijing | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33352 | Beijing Equity Investment Development Management Co., Ltd. CRD 162933 | Beijing | Investment Adviser | — | 07/31/2026 | ☆ | |||
| 33353 | Beijing Hony Qiyuan Enterprise Management Co., Ltd CRD 337426 | Beijing | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33354 | Beillion Capital Llc CRD 341101 | Fremont, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 33355 | Bek Segev Management Ltd CRD 292005 | Tel Aviv | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33356 | Belay Finance, Llc CRD 334807 | Investment Adviser | — | 1 | 09/04/2026 | ☆ | |||
| 33357 | Belgrave Capital Management Ltd. CRD 324965 | London | Investment Adviser | — | 11/20/2025 | ☆ | |||
| 33358 | Beli, Dorian CRD 298557 | Sliema, Tas Sliema | Investment Adviser | — | 08/16/2018 | ☆ | |||
| 33359 | Belief Capital Management, Llc CRD 339514 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 33360 | Belief, Llc CRD 325139 | Park City, UT | Investment Adviser | — | 02/12/2026 | ☆ | |||
| 33361 | Bell Hill Manager Llc CRD 325570 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 33362 | Belle Reve Capital, Llc CRD 300397 | Investment Adviser | — | 01/25/2019 | ☆ | ||||
| 33363 | Belle Trace Llc CRD 342302 | Louisville, KY | Investment Adviser | — | 2 | 10/02/2026 | ☆ | ||
| 33364 | Bellwether Consulting Llc CRD 111188 | Millburn, NJ | Investment Adviser | — | 17 | 8 | 03/24/2026 | ☆ | |
| 33365 | Belser Pinnacle Financial Advisors, Llc CRD 125653 | Bellefontaine, OH | Investment Adviser | — | 1 | 03/16/2026 | ☆ | ||
| 33366 | Belton Capital Llc CRD 291200 | Austin, TX | Investment Adviser | — | 07/26/2024 | ☆ | |||
| 33367 | Belvedere Direct Lending Advisors, Llc CRD 317206 | Investment Adviser | — | 2 | 01/27/2026 | ☆ | |||
| 33368 | Belville, Dorothy Marguerite CRD 136290 | Monterey, CA | Investment Adviser | — | 0 | 1 | 03/18/2026 | ☆ | |
| 33369 | Ben Taft's Genius Ventures, Llc CRD 321259 | Investment Adviser | — | 03/14/2026 | ☆ | ||||
| 33370 | Ben's Bites Capital Services, Llc CRD 330471 | Investment Adviser | — | 02/04/2026 | ☆ | ||||
| 33371 | Benchmark Advisory Services, Llc CRD 305662 | San Diego, CA | Investment Adviser | — | 2 | 06/30/2026 | ☆ | ||
| 33372 | Benchmark Capital Holdings Co. Llc CRD 160352 | Woodside, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 33373 | Benchmark Israel Vc 2007 Ltd CRD 160374 | Tel Aviv | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 33374 | Benchstrength Management, Llc CRD 325448 | New York, NY | Investment Adviser | — | 06/03/2026 | ☆ | |||
| 33375 | Bencis Capital Partners Bv CRD 164791 | Amsterdam | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33376 | Bender Money Llc CRD 338636 | Investment Adviser | — | 1 | 01/29/2026 | ☆ | |||
| 33377 | Bendinelli, Steven Paul CRD 281707 | Investment Adviser | — | 1 | 01/23/2026 | ☆ | |||
| 33378 | Benedetti Wealth Advisors, Inc. CRD 336803 | Investment Adviser | — | 1 | 06/18/2026 | ☆ | |||
| 33379 | Benefit Investing Llc CRD 329818 | Investment Adviser | — | 1 | 1 | 03/30/2026 | ☆ | ||
| 33380 | Benefits Plus, Llc CRD 122181 | Napa, CA | Investment Adviser | — | 1 | 03/26/2025 | ☆ | ||
| 33381 | Benevest & Associates, Inc. CRD 299170 | Brookfield, WI | Investment Adviser | — | 0 | 2 | 02/26/2026 | ☆ | |
| 33382 | Bengal Impact Partners Llc CRD 315722 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 33383 | Bennett & Co Advisors, Inc. CRD 112987 | Colorado Springs, CO | Insurance-Affiliated | — | 1 | 06/28/2024 | ☆ | ||
| 33384 | Bennyhoff & Co., Llc CRD 329720 | Investment Adviser | — | 5 | 1 | 07/23/2026 | ☆ | ||
| 33385 | Benson Capital Management, Llc CRD 325734 | New Orleans, LA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 33386 | Benson, Jeffrey Alan CRD 123464 | Sycamore, IL | Insurance-Affiliated | — | 08/25/2008 | ☆ | |||
| 33387 | Bent Tree Trust Advisors, Llc CRD 129862 | Insurance-Affiliated | — | 1 | 07/01/2026 | ☆ | |||
| 33388 | Bentley Wealth Advisors, Llc CRD 293311 | Warwick, RI | Investment Adviser | — | 0 | 12 | 01/22/2026 | ☆ | |
| 33389 | Berch Capital Llc CRD 339591 | Austin, TX | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 33390 | Berenson Capital Management, Llc CRD 340994 | New York, NY | Investment Adviser | — | 3 | 03/20/2026 | ☆ | ||
| 33391 | Bering Capital, L.L.C. CRD 309731 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33392 | Berkeley Company Llc CRD 300134 | Investment Adviser | — | 01/03/2026 | ☆ | ||||
| 33393 | Berkeley Skydeck Fund I Gp, Llc CRD 332647 | Berkeley, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33394 | Berkshire Financial Services Llc CRD 146783 | Wyomissing, PA | Investment Adviser | — | 1 | 06/16/2026 | ☆ | ||
| 33395 | Berla Investment Consulting CRD 112847 | Investment Adviser | — | 69 | 2 | 05/18/2026 | ☆ | ||
| 33396 | Berman Capital Group Llc CRD 331883 | Philadelphia, PA | Investment Adviser | — | 01/09/2026 | ☆ | |||
| 33397 | Berman, Sosman & Rosenzweig Cpas Pllc CRD 124864 | Jericho, NY | Investment Adviser | — | 10 | 03/24/2026 | ☆ | ||
| 33398 | Bernstein Institutional Services Llc CRD 317807 | New York, NY | Broker-Dealer (Dually Registered) | — | 282 | 05/04/2026 | ☆ | ||
| 33399 | Berntson Porter Wealth Management, Llc CRD 116276 | Bellevue, WA | Investment Adviser | — | 18 | 03/27/2026 | ☆ | ||
| 33400 | Berry Advisors Group, Llc CRD 311625 | Insurance-Affiliated | — | 1 | 03/30/2026 | ☆ |