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 |
|---|---|---|---|---|---|---|---|---|---|
| 33951 | Bungalow Capital Management, Llc CRD 315498 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 33952 | Bunker Hill Management Llc CRD 157838 | Wellesley, MA | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 33953 | Bunker Pointer Llc CRD 330156 | Investment Adviser | — | 05/28/2026 | ☆ | ||||
| 33954 | Buoyant Capital CRD 343605 | Moka | Investment Adviser | — | 07/14/2026 | ☆ | |||
| 33955 | Buoyant Ventures Management, Llc CRD 317957 | Beachwood, OH | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 33956 | Burbank Harbor Capital Management, Llc CRD 174908 | Guaynabo, PR | Investment Adviser | — | 03/21/2017 | ☆ | |||
| 33957 | Burch And Daughters, L.L.C. CRD 301195 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 33958 | Burgos & Brein Wealth Management, Llc CRD 155947 | Orlando, FL | Insurance-Affiliated | — | 2 | 03/30/2026 | ☆ | ||
| 33959 | Burke & Company Capital Growth, Llc CRD 334304 | Investment Adviser | — | 0 | 1 | 02/20/2026 | ☆ | ||
| 33960 | Burklandsaas.Vc, Llc CRD 318736 | Investment Adviser | — | 05/01/2026 | ☆ | ||||
| 33961 | Burnett, Marjorie Ann CRD 132925 | Investment Adviser | — | 0 | 1 | 03/31/2026 | ☆ | ||
| 33962 | Burnt Island Ventures Management Llc CRD 312593 | Investment Adviser | — | 08/21/2026 | ☆ | ||||
| 33963 | Burst Capital Management, Llc CRD 319667 | San Francisco, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 33964 | Business Blocks 101, Inc. CRD 144398 | Investment Adviser | — | 18 | 1 | 03/31/2026 | ☆ | ||
| 33965 | Business Transition Academy, Inc. CRD 338717 | Investment Adviser | — | 1 | 03/02/2026 | ☆ | |||
| 33966 | Bustamante Financial Planning, Llc CRD 165175 | Investment Adviser | — | 33 | 1 | 03/24/2026 | ☆ | ||
| 33967 | Buttonwood Advisors, Llc CRD 126058 | Investment Adviser | — | 0 | 1 | 12/06/2022 | ☆ | ||
| 33968 | Buxton Helmsley Usa, Inc. CRD 335976 | New York, NY | Investment Adviser | — | 10/05/2026 | ☆ | |||
| 33969 | Bv Mgmt, Llc CRD 315391 | San Francisco, CA | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 33970 | Bvcf Management Ltd. CRD 167392 | Shanghai | Investment Adviser | — | 06/05/2026 | ☆ | |||
| 33971 | Bvim, Llc CRD 160967 | Boulder, CO | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 33972 | Bvvc Capital, Llc CRD 342806 | Burr Ridge, IL | Investment Adviser | — | 06/02/2026 | ☆ | |||
| 33973 | Bvvc Management, Llc CRD 336256 | Burr Ridge, IL | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 33974 | Bw Financial Services, Llc CRD 162294 | Chicago, IL | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 33975 | Bwe Gp Ii Ltd. CRD 288929 | St Peter Port | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 33976 | Bwe Gp Ltd. CRD 288928 | St Peter Port | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 33977 | Bws Financial Inc. CRD 122074 | Woodland Hills, CA | Investment Adviser | — | 33 | 2 | 01/21/2026 | ☆ | |
| 33978 | Bx Reit Advisors L.L.C. CRD 288053 | New York, NY | Investment Adviser | — | 2 | 562 | 09/08/2026 | ☆ | |
| 33979 | By Capital Management Gmbh CRD 282922 | Berlin | Investment Adviser | — | 09/30/2026 | ☆ | |||
| 33980 | By Referral Only, Llc CRD 284773 | Gilbert, AZ | Insurance-Affiliated | — | 1 | 04/22/2026 | ☆ | ||
| 33981 | Byers Capital Investment Advisory, Llc CRD 337464 | Menlo Park, CA | Investment Adviser | — | 02/13/2026 | ☆ | |||
| 33982 | Byoe Management, Llc CRD 328927 | San Benito, TX | Investment Adviser | — | 01/11/2024 | ☆ | |||
| 33983 | Byron Devon Lynch Iv Estate CRD 330045 | Las Vegas, NV | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 33984 | Bzh Capital Partners Llc CRD 343321 | Great Neck, NY | Investment Adviser | — | 08/17/2026 | ☆ | |||
| 33985 | C & G Financial, Llc CRD 121771 | Tinton Falls, NJ | Investment Adviser | — | 5 | 04/07/2026 | ☆ | ||
| 33986 | C & T Financial Services Group, Inc. CRD 127922 | Pacific Grove, CA | Investment Adviser | — | 2 | 03/30/2026 | ☆ | ||
| 33987 | C Reserve Capital, Llc CRD 333263 | Troy, MI | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 33988 | C&M Connections, Llc CRD 291915 | Southfield, MI | Investment Adviser | — | 0 | 1 | 06/30/2026 | ☆ | |
| 33989 | C&S Advisors, Inc. CRD 166206 | Duxbury, MA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 33990 | C&S Capital Partners, Llc CRD 339592 | Investment Adviser | — | 01/29/2026 | ☆ | ||||
| 33991 | C Bridge Capital Investment Management, Ltd. CRD 298355 | Singapore | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33992 | C Star Isar Ltd CRD 341529 | Birkirkara | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 33993 | C.W. Wright Financial Group Llc CRD 156184 | Prescott, AZ | Investment Adviser | — | 4 | 03/25/2026 | ☆ | ||
| 33994 | C/M Capital Partners, Lp CRD 332641 | Miami, FL | Investment Adviser | — | 04/17/2026 | ☆ | |||
| 33995 | C10 Labs, Llc CRD 328285 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 33996 | C11 Management Llc CRD 334154 | Meridian, ID | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 33997 | C11 E Angellist Fund, Llc CRD 322707 | Investment Adviser | — | 01/26/2026 | ☆ | ||||
| 33998 | C2 Investment Group CRD 119473 | Mooresville, NC | Investment Adviser | — | 4 | 07/28/2026 | ☆ | ||
| 33999 | C2 Ventures Management, Llc CRD 333835 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34000 | C4 T Llc CRD 324073 | Salem, VA | Investment Adviser | — | 02/20/2026 | ☆ |