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 |
|---|---|---|---|---|---|---|---|---|---|
| 34101 | Capital Designs Of Rochester, Inc. CRD 125617 | Rochester, NY | Investment Adviser | — | 1 | 03/03/2026 | ☆ | ||
| 34102 | Capital Dynamics Ag CRD 160881 | Zug | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34103 | Capital Dynamics Limited CRD 161055 | London | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34104 | Capital F Partners, Llc CRD 335378 | Mill Valley, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 34105 | Capital Factory Management, Llc CRD 192514 | Austin, TX | Investment Adviser | — | 02/22/2016 | ☆ | |||
| 34106 | Capital Factory Ventures Management Ii, Llc CRD 341386 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 34107 | Capital Factory Ventures Management, Llc CRD 315354 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 34108 | Capital Financial Advisory Group, Llc CRD 144374 | Apex, NC | Insurance-Affiliated | — | 0 | 5 | 03/24/2026 | ☆ | |
| 34109 | Capital Financial Management Nc, Inc CRD 157353 | Fuquay Varina, NC | Investment Adviser | — | 1 | 08/18/2026 | ☆ | ||
| 34110 | Capital Financial Management, Inc. CRD 123625 | Indianapolis, IN | Insurance-Affiliated | — | 74 | 1 | 03/29/2023 | ☆ | |
| 34111 | Capital Financial Planners Llc CRD 341222 | Chevy Chase, MD | Investment Adviser | — | 5 | 10/02/2026 | ☆ | ||
| 34112 | Capital Four Aifm A/S CRD 305862 | Copenhagen, Copenhagen | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34113 | Capital Fund Management Llp CRD 282279 | London | Investment Adviser | — | 09/15/2026 | ☆ | |||
| 34114 | Capital Innovators Management Company, Llc CRD 315782 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 34115 | Capital Intelligence Advisors, Inc. CRD 127023 | Santa Monica, CA | Investment Adviser | — | 2 | 05/11/2026 | ☆ | ||
| 34116 | Capital Investors Advisory Corporation CRD 105467 | Dublin, OH | Investment Adviser | — | 3 | 02/10/2026 | ☆ | ||
| 34117 | Capital K, Llc CRD 330562 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 34118 | Capital Market Consultants, Inc. CRD 122435 | Investment Adviser | — | 18 | 4 | 04/20/2026 | ☆ | ||
| 34119 | Capital Market Securities, Inc. CRD 319344 | Investment Adviser | — | 05/21/2026 | ☆ | ||||
| 34120 | Capital Markets Services, Llc CRD 334167 | Investment Adviser | — | 1 | 03/12/2026 | ☆ | |||
| 34121 | Capital Midwest Advisors Ii, Llc CRD 164385 | Mequon, WI | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 34122 | Capital Midwest Advisors Iii, Llc CRD 282974 | Mequon, WI | Investment Adviser | — | 02/12/2026 | ☆ | |||
| 34123 | Capital Planning Services Corp. CRD 144212 | Center Valley, PA | Insurance-Affiliated | — | 10 | 03/03/2026 | ☆ | ||
| 34124 | Capital Research Company CRD 110684 | Los Angeles, CA | Investment Adviser | — | 140 | 09/25/2026 | ☆ | ||
| 34125 | Capital Resource Advisors CRD 335281 | Investment Adviser | — | 0 | 2 | 08/08/2025 | ☆ | ||
| 34126 | Capital Returns Management, Llc CRD 163104 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 34127 | Capital S, Llc CRD 317871 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 34128 | Capital Solutions, Inc. CRD 283533 | Blue Bell, PA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34129 | Capital Square Partners Management Pte. Ltd. CRD 324706 | Singapore | Investment Adviser | — | 09/24/2026 | ☆ | |||
| 34130 | Capital Standard Llc CRD 306954 | Beverly Hills, CA | Investment Adviser | — | 09/23/2026 | ☆ | |||
| 34131 | Capital Today China Growth Management Ii Limited CRD 283436 | Hong Kong | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 34132 | Capital Today River Management Limited CRD 300303 | Hong Kong | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 34133 | Capital United, Llc CRD 285616 | Hillsboro, OR | Investment Adviser | — | 0 | 5 | 09/30/2026 | ☆ | |
| 34134 | Capital V Group Llc CRD 297266 | Cupertino, CA | Investment Adviser | — | 1 | 03/30/2026 | ☆ | ||
| 34135 | Capital Wealth Associates, Llc CRD 166658 | Blue Bell, PA | Investment Adviser | — | 1 | 03/20/2024 | ☆ | ||
| 34136 | Capital Z Investment Partners (Hong Kong) Limited CRD 159847 | Causeway Bay | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 34137 | Capitalia Advisors Llc CRD 173030 | Guaynabo, PR | Investment Adviser | — | 2 | 05/21/2019 | ☆ | ||
| 34138 | Capitaline Advisors, Llc CRD 319382 | Brookings, SD | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 34139 | Capitalize Advisors Llc CRD 327225 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34140 | Capitalize Vc, Llc CRD 321133 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 34141 | Capitalmath Ltd CRD 337794 | Los Angeles, CA | Broker-Dealer (Dually Registered) | — | 07/04/2025 | ☆ | |||
| 34142 | Capitalpad Manager Llc CRD 332356 | Austin, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34143 | Capitalworks Advisors Llp CRD 299057 | London, Greater London | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 34144 | Capitalworks Management (Guernsey) Limited CRD 319165 | St Peter Port | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 34145 | Capitalworks Private Equity Advisor Limited CRD 168804 | George Town | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 34146 | Capitalworks Private Equity Advisor Proprietary Limited CRD 298759 | Johannesburg, Gauteng | Investment Adviser | — | 07/02/2026 | ☆ | |||
| 34147 | Capitalx, Llc CRD 310537 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 34148 | Capiton Ag CRD 161091 | Berlin | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34149 | Capman Ab CRD 319307 | Stockholm, Stockholm | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34150 | Capman Capital Management Ltd CRD 162127 | Helsinki | Investment Adviser | — | 03/27/2026 | ☆ |