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 |
|---|---|---|---|---|---|---|---|---|---|
| 34001 | Cgs Management Ag CRD 166379 | Pfäffikon | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 34002 | Chaac Advisors Llc CRD 299337 | Investment Adviser | — | 03/28/2026 | ☆ | ||||
| 34003 | Chain Reaction Group Llc CRD 322990 | Cambridge, MA | Investment Adviser | — | 02/04/2026 | ☆ | |||
| 34004 | Chainbreeze Tech Ltd. CRD 335135 | New York, NY | Investment Adviser | — | 02/06/2026 | ☆ | |||
| 34005 | Chaingate Capital Llc CRD 312927 | Louisville, CO | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 34006 | Chainstreet Capital Llc CRD 154205 | Investment Adviser | — | 02/28/2026 | ☆ | ||||
| 34007 | Chairvolotti Financial, Inc. CRD 305825 | Winter Park, FL | Investment Adviser | — | 1 | 02/19/2026 | ☆ | ||
| 34008 | Chakra Growth Capital Llc CRD 331598 | Investment Adviser | — | 01/08/2026 | ☆ | ||||
| 34009 | Chakraborty Capital Llc CRD 340746 | Charlottesville, VA | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 34010 | Chalfen Ventures Llp CRD 315371 | London, London | Investment Adviser | — | 04/15/2026 | ☆ | |||
| 34011 | Chalk Hill Capital Management, Llc CRD 283115 | Dallas, TX | Investment Adviser | — | 07/19/2017 | ☆ | |||
| 34012 | Challen Asset Management, Llc CRD 168866 | Jacksonville, FL | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 34013 | Chamaeleon Llc CRD 317539 | San Mateo, CA | Investment Adviser | — | 11/05/2025 | ☆ | |||
| 34014 | Chambers Street Capital Management, Llc CRD 172603 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34015 | Champion Financial Inc. CRD 159867 | Investment Adviser | — | 1 | 01/15/2026 | ☆ | |||
| 34016 | Chan, Arden CRD 304599 | San Diego, CA | Investment Adviser | — | 0 | 1 | 05/20/2026 | ☆ | |
| 34017 | Chanakya Capital Partners CRD 170697 | Trianon | Investment Adviser | — | 0 | 1 | 03/27/2026 | ☆ | |
| 34018 | Channel Equity Partners Management, Lp CRD 331905 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 34019 | Chaotica, Llc CRD 339246 | San Francisco, CA | Investment Adviser | — | 07/21/2026 | ☆ | |||
| 34020 | Chappell Financial Group CRD 137962 | Atlanta, GA | Insurance-Affiliated | — | 2 | 01/08/2026 | ☆ | ||
| 34021 | Chappell, Vere Chambers CRD 145674 | Investment Adviser | — | 0 | 1 | 01/08/2026 | ☆ | ||
| 34022 | Chapter One, Management Company, Llc CRD 316964 | Los Angeles, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34023 | Chapter One, Page One Llc CRD 321028 | Los Angeles, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34024 | Chapters To Wealth, Llc CRD 340232 | Investment Adviser | — | 1 | 04/06/2026 | ☆ | |||
| 34025 | Character Capital Llc CRD 313823 | Milwaukee, WI | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34026 | Charge Vc Management, Llc CRD 320900 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34027 | Charism Capital Management Llc CRD 342912 | Investment Adviser | — | 06/02/2026 | ☆ | ||||
| 34028 | Charles Schwab & Co., Inc. CRD 5393 | San Francisco, CA | Insurance-Affiliated | — | 30,690 | 06/29/2026 | ☆ | ||
| 34029 | Charles Lim Capital Limited CRD 172397 | Hong Kong | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 34030 | Chart National Investment Management Llc CRD 307087 | New York, NY | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34031 | Charted Ventures Llc CRD 328572 | Arlington, VA | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 34032 | Charter Asset Management Gp Llc CRD 173952 | Los Angeles, CA | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 34033 | Charter Oak Equity, Lp CRD 161737 | Westport, CT | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34034 | Charterhouse Capital Partners Llp CRD 160237 | London | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 34035 | Chartline Capital Management, Llc CRD 286520 | Wilmington, DE | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34036 | Chartwell Family Office, Llc CRD 337312 | Palm Desert, CA | Multi-Family Office | — | 07/01/2025 | ☆ | |||
| 34037 | Chartwell Investments Ii, Llc CRD 160554 | New York, NY | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34038 | Chase Adam, Llc CRD 318733 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 34039 | Chasing Rainbows Ventures, Llc CRD 317850 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 34040 | Chasm Capital Management Llc CRD 168749 | New York, NY | Investment Adviser | — | 09/13/2013 | ☆ | |||
| 34041 | Chayne Global Management Llc CRD 338603 | Miami, FL | Investment Adviser | — | 01/07/2026 | ☆ | |||
| 34042 | Chayton Capital Llp CRD 161158 | London | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 34043 | Checkpoint Financial Planning, Llc CRD 328729 | Investment Adviser | — | 70 | 1 | 02/08/2026 | ☆ | ||
| 34044 | Cheetah Investment Management Limited CRD 161532 | Hong Kong | Broker-Dealer (Dually Registered) | — | 03/31/2026 | ☆ | |||
| 34045 | Chelsea Addison Capital Llc CRD 342793 | Palos Verdes Estates, TX | Investment Adviser | — | 06/03/2026 | ☆ | |||
| 34046 | Chelsea International Advisors Llc CRD 313568 | Laguna Beach, CA | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 34047 | Chemistry Ventures Management, Llc CRD 334360 | San Francisco, CA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 34048 | Chen Financial Group, Llc CRD 133336 | San Mateo, CA | Investment Adviser | — | 57 | 4 | 07/13/2026 | ☆ | |
| 34049 | Chenavari Investment Managers (Luxembourg) Sarl CRD 284885 | Luxembourg | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34050 | Cheng, Jen I CRD 339213 | Investment Adviser | — | 0 | 1 | 07/20/2026 | ☆ |