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 |
|---|---|---|---|---|---|---|---|---|---|
| 33751 | Bramalea Partners, Llc CRD 312893 | Investment Adviser | — | 03/04/2026 | ☆ | ||||
| 33752 | Branch & Bloom Financial Planning, Llc CRD 339754 | Menlo Park, CA | Investment Adviser | — | 1 | 04/22/2026 | ☆ | ||
| 33753 | Branch Financial Services, Inc. CRD 146985 | Setauket, NY | Investment Adviser | — | 3 | 02/17/2026 | ☆ | ||
| 33754 | Branchpoint Asset Management Ltd. CRD 340945 | Investment Adviser | — | 07/14/2026 | ☆ | ||||
| 33755 | Brand New Day Wealth Planning, Llc CRD 327674 | Los Angeles, CA | Investment Adviser | — | 1 | 03/19/2026 | ☆ | ||
| 33756 | Braniff Management Llc CRD 343368 | Investment Adviser | — | 07/22/2026 | ☆ | ||||
| 33757 | Brantley, Brian Hollins CRD 168233 | Baton Rouge, LA | Investment Adviser | — | 03/09/2015 | ☆ | |||
| 33758 | Brantone Veylor Inc CRD 343550 | Denver, CO | Investment Adviser | — | 07/09/2026 | ☆ | |||
| 33759 | Brass Ring Capital, Inc. CRD 161781 | Minnetonka, MN | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33760 | Brassion Capital Management I Llc CRD 342146 | Investment Adviser | — | 04/28/2026 | ☆ | ||||
| 33761 | Braswell Capital, Llc CRD 324396 | Investment Adviser | — | 0 | 1 | 03/14/2026 | ☆ | ||
| 33762 | Brava Financial, Llc CRD 322054 | Investment Adviser | — | 1 | 02/17/2026 | ☆ | |||
| 33763 | Bravance Healthcare Investors, Llc CRD 175418 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 33764 | Brave Capital Management Llc CRD 326578 | San Rafael, CA | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 33765 | Brave14 Capital Llc CRD 309260 | Fremont, CA | Investment Adviser | — | 05/08/2020 | ☆ | |||
| 33766 | Bravos Gestora De Recursos Ltda. CRD 320739 | São Paulo | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 33767 | Brawn Capital Management (Singapore) Pte. Ltd. CRD 308471 | Singapore | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 33768 | Brazen Capital, Llc CRD 318257 | Torrance, CA | Investment Adviser | — | 03/27/2024 | ☆ | |||
| 33769 | Braziel & Associates, Llc CRD 300233 | Roseville, CA | Investment Adviser | — | 2 | 06/02/2026 | ☆ | ||
| 33770 | Brazos Investment Partners I, L.P. CRD 157120 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33771 | Brazos Valley Comprehensive Financial Services, L.L.C CRD 122251 | Brenham, TX | Investment Adviser | — | 1 | 03/26/2020 | ☆ | ||
| 33772 | Breachway Capital, Llc CRD 335836 | Boston, MA | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 33773 | Bread And Butter Ventures, Llc CRD 289774 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 33774 | Breaker Cove Llc. CRD 338249 | Vero Beach, FL | Investment Adviser | — | 11/18/2025 | ☆ | |||
| 33775 | Breakers Venture Management, Llc CRD 331170 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 33776 | Breakout Management, Llc CRD 286227 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 33777 | Breakpoint Capital, Llc CRD 314935 | Investment Adviser | — | 03/05/2024 | ☆ | ||||
| 33778 | Breakthrough Energy Ventures Management, L.P. CRD 325541 | Boston, MA | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 33779 | Breakthrough Investing, Llc CRD 123840 | Insurance-Affiliated | — | 1 | 07/27/2026 | ☆ | |||
| 33780 | Breakthrough Venture Capital Llc CRD 328946 | Casper, WY | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 33781 | Breakwall Equity, Llc CRD 338231 | Manhattan Beach, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 33782 | Breakwater Management, Lp CRD 170036 | Century City, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33783 | Breakwater Ventures Management, Llc CRD 322918 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 33784 | Breck Partners, Llc CRD 301203 | Frisco, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33785 | Bregal General Partner Jersey Limited CRD 285886 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33786 | Bregal Investments Llp CRD 285885 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33787 | Bregal North America General Partner Jersey Limited CRD 285884 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33788 | Bregal Partners Ii General Partner Jersey Limited CRD 301346 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33789 | Bregal Sagemount Basecamp I General Partner Jersey Limited CRD 335720 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33790 | Bregal Sagemount Basecamp I Jersey Limited CRD 335719 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33791 | Bregal Sagemount Credit Opportunities Fund Ii Gp Limited CRD 301347 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33792 | Bregal Sagemount Credit Opportunities Fund Ii Manco Limited CRD 301348 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33793 | Bregal Sagemount Credit Opportunities Fund Ii O Gp Ltd CRD 301414 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33794 | Bregal Sagemount Ii General Partner Jersey Limited CRD 285882 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33795 | Bregal Sagemount Ii Jersey Limited CRD 285875 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33796 | Bregal Sagemount Iii General Partner Jersey Limited CRD 307649 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33797 | Bregal Sagemount Iii Jersey Limited CRD 307650 | St Helier | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33798 | Bregal Sagemount Iv General Partner Jersey Limited CRD 325779 | St Helier, Jersey | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33799 | Bregal Sagemount Iv Jersey Limited CRD 325780 | St Helier, Jersey | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33800 | Bregal Unternehmerkapital Esh General Partner S.à.R.L. CRD 336365 | Senningerberg | Investment Adviser | — | 03/27/2026 | ☆ |