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 |
|---|---|---|---|---|---|---|---|---|---|
| 33851 | Bridgescale, Llc CRD 161768 | Incline Village, NV | Investment Adviser | — | 02/12/2026 | ☆ | |||
| 33852 | Bridle Path Capital Management, Lp CRD 315894 | New York, NY | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 33853 | Bright Equities, Llc CRD 292650 | Lewisville, TX | Investment Adviser | — | 02/10/2026 | ☆ | |||
| 33854 | Bright Light Capital Advisor, Inc. CRD 160243 | Investment Adviser | — | 0 | 1 | 08/10/2026 | ☆ | ||
| 33855 | Bright Star Capital Management, Llc CRD 171507 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 33856 | Bright Valley Capital Limited CRD 323827 | Hong Kong | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 33857 | Bright Ventures Management Llc CRD 343001 | New York, NY | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 33858 | Bright Women Financial Llc CRD 338515 | Investment Adviser | — | 1 | 01/09/2026 | ☆ | |||
| 33859 | Brighter Capital Group Llc CRD 312844 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 33860 | Brightmind Ventures Management Llc CRD 334113 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 33861 | Brighton Beach 87 For Nj Inc. CRD 333158 | Investment Adviser | — | 1 | 05/06/2025 | ☆ | |||
| 33862 | Brightplan Llc CRD 283790 | San Jose, CA | Investment Adviser | — | 0 | 53 | 06/17/2026 | ☆ | |
| 33863 | Brightwater Liquid Alternatives Advisor Llc CRD 343820 | San Juan, PR | Investment Adviser | — | 09/28/2026 | ☆ | |||
| 33864 | Brilionx Inc CRD 339996 | Colorado Springs, CO | Investment Adviser | — | 12/11/2025 | ☆ | |||
| 33865 | Brinkmere Capital Management I, Lp CRD 319459 | Jacksonville, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33866 | Brio Capital Management Llc CRD 171707 | Rockville Centre, NY | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 33867 | Brio Consulting, Llc CRD 281416 | Investment Adviser | — | 0 | 1 | 09/30/2026 | ☆ | ||
| 33868 | Bristol Asset Management Corp. CRD 153762 | Jericho, NY | Investment Adviser | — | 5 | 02/19/2026 | ☆ | ||
| 33869 | Bristol Capital Advisors, Llc CRD 168936 | Park City, UT | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 33870 | Britannica Capital Management Limited CRD 318818 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33871 | Broad Brook Financial CRD 173835 | Investment Adviser | — | 1 | 06/28/2026 | ☆ | |||
| 33872 | Broad Horizon Capital, Llc CRD 341868 | Nashville, TN | Investment Adviser | — | 04/10/2026 | ☆ | |||
| 33873 | Broad Reach Investment Management (Us) Llc CRD 323661 | New York, NY | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 33874 | Broad Wealth Management, Inc. CRD 125479 | Investment Adviser | — | 18 | 1 | 03/24/2026 | ☆ | ||
| 33875 | Broadarch Capital, Llc CRD 163837 | Investment Adviser | — | 02/03/2026 | ☆ | ||||
| 33876 | Broadscale Group Llc CRD 307523 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33877 | Broadspan Asset Management Llc CRD 329579 | Miami, FL | Investment Adviser | — | 4 | 02/06/2026 | ☆ | ||
| 33878 | Broadtree Partners Management, Llc CRD 337682 | Charlotte, NC | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33879 | Broadvail Capital Partners, Llc CRD 199514 | Houston, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33880 | Broadwater Capital Partners, Llc CRD 337717 | Fargo, ND | Investment Adviser | — | 09/10/2026 | ☆ | |||
| 33881 | Brock Pond Capital Partners Llc CRD 340414 | Ann Arbor, MI | Investment Adviser | — | 02/06/2026 | ☆ | |||
| 33882 | Brock, Dennis, Tate CRD 114777 | Duncanville, TX | Investment Adviser | — | 1 | 01/05/2021 | ☆ | ||
| 33883 | Brockton Capital Llp CRD 161149 | London | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 33884 | Bronze Investments, Llc CRD 304387 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 33885 | Broodx Gp, Llc CRD 339674 | Investment Adviser | — | 05/14/2026 | ☆ | ||||
| 33886 | Brookhaven Capital Group, Llc CRD 312454 | Investment Adviser | — | 1 | 03/29/2024 | ☆ | |||
| 33887 | Brooklands Capital Strategies Lp CRD 341650 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33888 | Brooklyn Bridge Ventures Llc CRD 166274 | Brooklyn, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33889 | Brooklyn Tech Capital Llc CRD 343718 | Investment Adviser | — | 07/21/2026 | ☆ | ||||
| 33890 | Brookridge Capital, Llc CRD 327182 | Greenwich, CT | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 33891 | Brookstone Partners Iac, Inc. CRD 299533 | New York, NY | Investment Adviser | — | 01/15/2026 | ☆ | |||
| 33892 | Broom Ventures, Llc CRD 317986 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33893 | Broomfield, Theodore Samuel CRD 149434 | San Francisco, CA | Insurance-Affiliated | — | 0 | 1 | 06/08/2026 | ☆ | |
| 33894 | Brotchie Capital Management, Llc CRD 168874 | Peabody, MA | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 33895 | Brothers Management Group, Llc CRD 341479 | Clearwater, FL | Investment Adviser | — | 09/07/2026 | ☆ | |||
| 33896 | Brown Venture Group Fund I Lp CRD 319312 | Minneapolis, MN | Investment Adviser | — | 04/29/2022 | ☆ | |||
| 33897 | Brown Venture Group Llc CRD 344266 | Saint Paul, MN | Investment Adviser | — | 09/23/2026 | ☆ | |||
| 33898 | Brown, Terri Robin CRD 282634 | Calabasas, CA | Investment Adviser | — | 1 | 02/24/2026 | ☆ | ||
| 33899 | Bruce Mcindoe & Associates, Inc. CRD 294708 | Insurance-Affiliated | — | 0 | 1 | 03/31/2026 | ☆ | ||
| 33900 | Brumm Financial Services, Llc CRD 293353 | Pasadena, CA | Insurance-Affiliated | — | 1 | 02/02/2026 | ☆ |