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 |
|---|---|---|---|---|---|---|---|---|---|
| 33501 | Bright Ventures Management Llc CRD 343001 | New York, NY | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 33502 | Bright Women Financial Llc CRD 338515 | Investment Adviser | — | 1 | 01/09/2026 | ☆ | |||
| 33503 | Brighter Capital Group Llc CRD 312844 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 33504 | Brightmind Ventures Management Llc CRD 334113 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 33505 | Brighton Beach 87 For Nj Inc. CRD 333158 | Investment Adviser | — | 1 | 05/06/2025 | ☆ | |||
| 33506 | Brightplan Llc CRD 283790 | San Jose, CA | Investment Adviser | — | 0 | 53 | 06/17/2026 | ☆ | |
| 33507 | Brilionx Inc CRD 339996 | Colorado Springs, CO | Investment Adviser | — | 12/11/2025 | ☆ | |||
| 33508 | Brinkmere Capital Management I, Lp CRD 319459 | Jacksonville, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33509 | Brio Capital Management Llc CRD 171707 | Rockville Centre, NY | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 33510 | Brio Consulting, Llc CRD 281416 | Investment Adviser | — | 4 | 1 | 03/10/2020 | ☆ | ||
| 33511 | Bristol Asset Management Corp. CRD 153762 | Jericho, NY | Investment Adviser | — | 5 | 02/19/2026 | ☆ | ||
| 33512 | Bristol Capital Advisors, Llc CRD 168936 | Park City, UT | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 33513 | Britannica Capital Management Limited CRD 318818 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33514 | Broad Brook Financial CRD 173835 | Investment Adviser | — | 1 | 06/28/2026 | ☆ | |||
| 33515 | Broad Horizon Capital, Llc CRD 341868 | Nashville, TN | Investment Adviser | — | 04/10/2026 | ☆ | |||
| 33516 | Broad Reach Investment Management (Us) Llc CRD 323661 | New York, NY | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 33517 | Broad Wealth Management, Inc. CRD 125479 | Investment Adviser | — | 18 | 1 | 03/24/2026 | ☆ | ||
| 33518 | Broadarch Capital, Llc CRD 163837 | Investment Adviser | — | 02/03/2026 | ☆ | ||||
| 33519 | Broadscale Group Llc CRD 307523 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33520 | Broadspan Asset Management Llc CRD 329579 | Miami, FL | Investment Adviser | — | 4 | 02/06/2026 | ☆ | ||
| 33521 | Broadtree Partners Management, Llc CRD 337682 | Charlotte, NC | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33522 | Broadvail Capital Partners, Llc CRD 199514 | Houston, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33523 | Brock Pond Capital Partners Llc CRD 340414 | Ann Arbor, MI | Investment Adviser | — | 02/06/2026 | ☆ | |||
| 33524 | Brock, Dennis, Tate CRD 114777 | Duncanville, TX | Investment Adviser | — | 1 | 01/05/2021 | ☆ | ||
| 33525 | Brockton Capital Llp CRD 161149 | London | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 33526 | Bronze Investments, Llc CRD 304387 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 33527 | Broodx Gp, Llc CRD 339674 | Investment Adviser | — | 05/14/2026 | ☆ | ||||
| 33528 | Brookhaven Capital Group, Llc CRD 312454 | Investment Adviser | — | 1 | 03/29/2024 | ☆ | |||
| 33529 | Brooklands Capital Strategies Lp CRD 341650 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33530 | Brooklyn Bridge Ventures Llc CRD 166274 | Brooklyn, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33531 | Brooklyn Tech Capital Llc CRD 343718 | Investment Adviser | — | 07/21/2026 | ☆ | ||||
| 33532 | Brookridge Capital, Llc CRD 327182 | Greenwich, CT | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 33533 | Brookstone Partners Iac, Inc. CRD 299533 | New York, NY | Investment Adviser | — | 01/15/2026 | ☆ | |||
| 33534 | Broom Ventures, Llc CRD 317986 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33535 | Broomfield, Theodore Samuel CRD 149434 | San Francisco, CA | Insurance-Affiliated | — | 0 | 1 | 06/08/2026 | ☆ | |
| 33536 | Brotchie Capital Management, Llc CRD 168874 | Peabody, MA | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 33537 | Brown Venture Group Fund I Lp CRD 319312 | Minneapolis, MN | Investment Adviser | — | 04/29/2022 | ☆ | |||
| 33538 | Brown, Terri Robin CRD 282634 | Calabasas, CA | Investment Adviser | — | 1 | 02/24/2026 | ☆ | ||
| 33539 | Bruce Mcindoe & Associates, Inc. CRD 294708 | Insurance-Affiliated | — | 0 | 1 | 03/31/2026 | ☆ | ||
| 33540 | Brumm Financial Services, Llc CRD 293353 | Pasadena, CA | Insurance-Affiliated | — | 1 | 02/02/2026 | ☆ | ||
| 33541 | Brummer & Partners Asset Management (Uk) Ltd CRD 338906 | London | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 33542 | Brv Aster Holdings Limited CRD 173552 | Hong Kong | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 33543 | Brv Lotus Holdings Limited CRD 169541 | Hong Kong | Investment Adviser | — | 04/04/2026 | ☆ | |||
| 33544 | Brv Management Co, L.L.C. CRD 160704 | San Francisco, CA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 33545 | Bryant Park Funding Clo Management Llc CRD 331650 | New York, NY | Investment Adviser | — | 0 | 6 | 07/31/2026 | ☆ | |
| 33546 | Bryce, Llc CRD 289870 | Washington Crossing, PA | Investment Adviser | — | 1 | 04/09/2026 | ☆ | ||
| 33547 | Bsc Enterprises, Llc CRD 330079 | Investment Adviser | — | 01/16/2026 | ☆ | ||||
| 33548 | Bsf Ii Gp, Llc CRD 332646 | Berkeley, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33549 | Bsf Opportunity Fund I Gp, Llc CRD 332645 | Berkeley, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33550 | Bsn Capital Partners Limited CRD 320862 | London | Investment Adviser | — | 02/09/2026 | ☆ |