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 |
|---|---|---|---|---|---|---|---|---|---|
| 33401 | Berry Capital Management, Llc CRD 342167 | Fulshear, TX | Investment Adviser | — | 04/22/2026 | ☆ | |||
| 33402 | Bert Reames Investment Advisors, Inc. CRD 141986 | Investment Adviser | — | 2 | 11/07/2024 | ☆ | |||
| 33403 | Bertram Financial Advisor Services CRD 147987 | Mineral Point, WI | Insurance-Affiliated | — | 2 | 02/13/2026 | ☆ | ||
| 33404 | Bertrand Investment Strategies, L.L.C. CRD 321651 | Oklahoma City, OK | Investment Adviser | — | 2 | 04/08/2026 | ☆ | ||
| 33405 | Beryl Fund Management, Llc CRD 319606 | Reno, NV | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 33406 | Bespoke Capital Partners Llc CRD 297709 | London | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 33407 | Beta Creative Technology Inc. CRD 344262 | New York, NY | Investment Adviser | — | 08/26/2026 | ☆ | |||
| 33408 | Beta Innovation Technology Inc CRD 339942 | New York, NY | Investment Adviser | — | 12/09/2025 | ☆ | |||
| 33409 | Beta Management Llc CRD 282989 | Investment Adviser | — | 1 | 03/11/2026 | ☆ | |||
| 33410 | Beta Tech Fund Manager CRD 339966 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 33411 | Beta.Ventures Capital, Llc CRD 324473 | Lagos | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 33412 | Betaworks Ventures Management, Llc CRD 285996 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33413 | Better Capital Management Llc CRD 315598 | Las Vegas, NV | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 33414 | Better Puerto Rico Management Llc CRD 322247 | San Juan, PR | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33415 | Better Ventures Central Llc CRD 170793 | Oakland, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 33416 | Better Wealth Advisory Llc CRD 331691 | Investment Adviser | — | 1 | 01/10/2026 | ☆ | |||
| 33417 | Better World Planning Llc CRD 333145 | Investment Adviser | — | 1 | 10/10/2025 | ☆ | |||
| 33418 | Betterway Venture Capital, Llc CRD 334001 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 33419 | Bettor Capital Management, Llc CRD 316960 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 33420 | Betts Llc CRD 287593 | Phoenix, AZ | Investment Adviser | — | 7 | 1 | 08/22/2025 | ☆ | |
| 33421 | Bev E Gp Sarl CRD 305019 | Luxembourg, Luxembourg | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 33422 | Bevc Management, Llc CRD 327185 | Berkeley, CA | Investment Adviser | — | 05/11/2026 | ☆ | |||
| 33423 | Beverly Ann Rich CRD 115498 | Investment Adviser | — | 1 | 03/09/2018 | ☆ | |||
| 33424 | Beverly Hills Financial Planners, Llc CRD 137638 | Sherman Oaks, CA | Insurance-Affiliated | — | 0 | 1 | 06/10/2026 | ☆ | |
| 33425 | Bewater Consultoria Aogf Ltda. CRD 324896 | São Paulo | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 33426 | Bewater Consultoria Aspvs Ltda CRD 324897 | São Paulo | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 33427 | Bex Capital Sarl CRD 333204 | Nice | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33428 | Bexley Capital Partners Llc CRD 340954 | Investment Adviser | — | 02/17/2026 | ☆ | ||||
| 33429 | Beyda, Gil CRD 161593 | Miami, FL | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 33430 | Beyond Capital Management, Llc CRD 323981 | Investment Adviser | — | 03/25/2024 | ☆ | ||||
| 33431 | Beyond Capital Ventures Management, Lp CRD 316411 | Dallas, TX | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 33432 | Beyond Earth Llc CRD 336465 | Wilmington, DE | Investment Adviser | — | 06/11/2026 | ☆ | |||
| 33433 | Beyond Equity, Llc CRD 335400 | New York, NY | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 33434 | Beyond Global Management, Llc CRD 316510 | Houston, TX | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 33435 | Beyond Utility Ventures, Llc CRD 342247 | Investment Adviser | — | 05/11/2026 | ☆ | ||||
| 33436 | Bfam Partners (Hong Kong) Limited CRD 332686 | Hong Kong | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 33437 | Bff Capital Management Llc CRD 131230 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 33438 | Bff Management Co., Llc CRD 319675 | Hong Kong | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 33439 | Bff Wealth Management, Inc. CRD 112877 | Glendale, CA | Investment Adviser | — | 1 | 12/12/2025 | ☆ | ||
| 33440 | Bfinance Us Ltd. CRD 159903 | London | Broker-Dealer (Dually Registered) | — | 0 | 5 | 06/04/2026 | ☆ | |
| 33441 | Bfo Investments Llc CRD 174084 | Dover, DE | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 33442 | Bfv Management, Llc CRD 311838 | Austin, TX | Investment Adviser | — | 04/03/2025 | ☆ | |||
| 33443 | Bg Wealth Advisory, Llc CRD 164471 | Mission, KS | Investment Adviser | — | 2 | 05/20/2026 | ☆ | ||
| 33444 | Bg Wealth Sharing Ltd CRD 338316 | Denver, CO | Investment Adviser | — | 08/15/2025 | ☆ | |||
| 33445 | Bgai Investment Management Llc CRD 336721 | Denver, CO | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33446 | Bgh Capital Pty Ltd CRD 297150 | Melbourne, Victoria | Investment Adviser | — | 09/28/2026 | ☆ | |||
| 33447 | Bgv Management, Llc CRD 308587 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33448 | Bhc Fund Management Llc CRD 161933 | Investment Adviser | — | 03/08/2024 | ☆ | ||||
| 33449 | Bhc Topco Management Llc CRD 331815 | Wayne, PA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33450 | Bhpr Equity Research Corp CRD 328585 | San Juan, PR | Investment Adviser | — | 2 | 09/21/2026 | ☆ |