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 |
|---|---|---|---|---|---|---|---|---|---|
| 33701 | Campus Consultants Llc CRD 306801 | Insurance-Affiliated | — | 01/02/2020 | ☆ | ||||
| 33702 | Camrose Capital Investment Partners Llp CRD 333538 | London | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 33703 | Can Serve Free Llc CRD 311129 | Investment Adviser | — | 1 | 10/29/2023 | ☆ | |||
| 33704 | Canaan Management, Llc CRD 161180 | Stamford, CT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33705 | Canaan Valley Capital Management Llc CRD 281959 | Stamford, CT | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 33706 | Canavan, Christa Norton CRD 117351 | Medway, MA | Insurance-Affiliated | — | 1 | 01/12/2026 | ☆ | ||
| 33707 | Candou Ventures Fund 2 Llc CRD 317809 | Menlo Park, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33708 | Canela Wealth Llc CRD 331748 | Investment Adviser | — | 0 | 1 | 03/10/2026 | ☆ | ||
| 33709 | Caney River Management Llc CRD 316918 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33710 | Cannage Capital Management, Llc CRD 332679 | Las Vegas, NV | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33711 | Cannata & Company, Llc CRD 171677 | Roselle, IL | Investment Adviser | — | 4 | 02/25/2026 | ☆ | ||
| 33712 | Cannon Capital, Lp CRD 288686 | Framingham, MA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33713 | Canonical Crypto Management, Llc CRD 321213 | Oakland, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 33714 | Canson Limited CRD 313256 | London, London | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 33715 | Cantilever Group Llc CRD 329651 | New York, NY | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 33716 | Cantos Ventures, Llc CRD 312922 | San Francisco, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33717 | Canvas Capital Management Llc CRD 337587 | Coconut Grove, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33718 | Canvas Management Company, L.L.C. CRD 168532 | Portola Valley, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33719 | Capacity Capital, Llc CRD 329802 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 33720 | Cape Capital Ag CRD 324701 | Zurich | Investment Adviser | — | 07/31/2026 | ☆ | |||
| 33721 | Capelight Capital Asset Management Lp CRD 333408 | Investment Adviser | — | 01/13/2026 | ☆ | ||||
| 33722 | Capinsights Partners, Llc CRD 327448 | Greenwich, CT | Investment Adviser | — | 6 | 07/24/2026 | ☆ | ||
| 33723 | Capita3 Management Llc CRD 299399 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 33724 | Capital 49 Investment Management Limited CRD 340338 | Hong Kong | Investment Adviser | — | 01/27/2026 | ☆ | |||
| 33725 | Capital A Management B.V. CRD 341291 | Amsterdam, Noord Holland | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 33726 | Capital Adulting Llc CRD 337636 | Investment Adviser | — | 0 | 1 | 03/01/2026 | ☆ | ||
| 33727 | Capital Alternatives, Llc CRD 297445 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 33728 | Capital Assets Planning Incorporated CRD 115565 | Investment Adviser | — | 2 | 02/27/2026 | ☆ | |||
| 33729 | Capital B Advisory Services Llc CRD 339698 | Middletown, NJ | Investment Adviser | — | 1 | 05/28/2026 | ☆ | ||
| 33730 | Capital Cities, Llc CRD 122916 | Indianapolis, IN | Investment Adviser | — | 15 | 10 | 03/11/2026 | ☆ | |
| 33731 | Capital City Wealth Advisors, Inc. CRD 282364 | Tallahassee, FL | Investment Adviser | — | 3 | 03/09/2026 | ☆ | ||
| 33732 | Capital Client Group, Inc. CRD 6247 | Los Angeles, CA | Insurance-Affiliated | — | 911 | 05/29/2026 | ☆ | ||
| 33733 | Capital Designs Of Rochester, Inc. CRD 125617 | Rochester, NY | Investment Adviser | — | 1 | 03/03/2026 | ☆ | ||
| 33734 | Capital Dynamics Ag CRD 160881 | Zug | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33735 | Capital Dynamics Limited CRD 161055 | London | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33736 | Capital F Partners, Llc CRD 335378 | Mill Valley, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 33737 | Capital Factory Management, Llc CRD 192514 | Austin, TX | Investment Adviser | — | 02/22/2016 | ☆ | |||
| 33738 | Capital Factory Ventures Management Ii, Llc CRD 341386 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 33739 | Capital Factory Ventures Management, Llc CRD 315354 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 33740 | Capital Financial Advisory Group, Llc CRD 144374 | Apex, NC | Insurance-Affiliated | — | 0 | 5 | 03/24/2026 | ☆ | |
| 33741 | Capital Financial Management Nc, Inc CRD 157353 | Fuquay Varina, NC | Investment Adviser | — | 1 | 08/18/2026 | ☆ | ||
| 33742 | Capital Financial Management, Inc. CRD 123625 | Indianapolis, IN | Insurance-Affiliated | — | 74 | 1 | 03/29/2023 | ☆ | |
| 33743 | Capital Financial Planners Llc CRD 341222 | Chevy Chase, MD | Investment Adviser | — | 5 | 05/15/2026 | ☆ | ||
| 33744 | Capital Four Aifm A/S CRD 305862 | Copenhagen, Copenhagen | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33745 | Capital Fund Management Llp CRD 282279 | London | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33746 | Capital Innovators Management Company, Llc CRD 315782 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 33747 | Capital Intelligence Advisors, Inc. CRD 127023 | Santa Monica, CA | Investment Adviser | — | 2 | 05/11/2026 | ☆ | ||
| 33748 | Capital Investors Advisory Corporation CRD 105467 | Dublin, OH | Investment Adviser | — | 3 | 02/10/2026 | ☆ | ||
| 33749 | Capital K, Llc CRD 330562 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 33750 | Capital Market Consultants, Inc. CRD 122435 | Investment Adviser | — | 18 | 4 | 04/20/2026 | ☆ |