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 |
|---|---|---|---|---|---|---|---|---|---|
| 34151 | Clarion Partners Europe (U.K.) Limited CRD 322463 | London, United Kingdom | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 34152 | Clarion Partners Europe Limited CRD 322449 | St. Helier | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 34153 | Claris Advisors, Llc CRD 166357 | New York, NY | Investment Adviser | — | 0 | 3 | 12/18/2025 | ☆ | |
| 34154 | Clarity Council Financial, Llc CRD 306858 | Las Vegas, NV | Investment Adviser | — | 1 | 03/25/2026 | ☆ | ||
| 34155 | Clarity Cross Border Inc. CRD 337443 | Edmonton, Alberta | Investment Adviser | — | 80 | 1 | 04/09/2026 | ☆ | |
| 34156 | Clarity Financial Planning CRD 153987 | Investment Adviser | — | 15 | 1 | 03/30/2026 | ☆ | ||
| 34157 | Clarity Northwest Wealth Management, Llc CRD 168938 | Investment Adviser | — | 1 | 03/24/2026 | ☆ | |||
| 34158 | Clark Financial Insight CRD 318071 | Investment Adviser | — | 02/10/2022 | ☆ | ||||
| 34159 | Clark Financial Planning Services Llc CRD 172321 | Investment Adviser | — | 1 | 05/04/2026 | ☆ | |||
| 34160 | Clark Financial Planning, Llc CRD 293283 | Louisville, KY | Investment Adviser | — | 32 | 1 | 06/30/2026 | ☆ | |
| 34161 | Clark Nuber Wealth Management, Llc CRD 118159 | Bellevue, WA | Investment Adviser | — | 18 | 03/04/2026 | ☆ | ||
| 34162 | Clarke Financial Counsel, Llc CRD 325122 | Investment Adviser | — | 1 | 03/06/2026 | ☆ | |||
| 34163 | Class 5 Global, Llc CRD 327782 | Investment Adviser | — | 05/08/2026 | ☆ | ||||
| 34164 | Classic Capital Planning Advisors CRD 339515 | Investment Adviser | — | 2 | 07/26/2026 | ☆ | |||
| 34165 | Clayton, Williams & Sherwood Investments CRD 23551 | Newport Beach, CA | Broker-Dealer (Dually Registered) | — | 27 | 02/13/2026 | ☆ | ||
| 34166 | Clc Global Management Pte. Ltd. CRD 316420 | Singapore | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 34167 | Clean Alpha Partners (Australia) Pty Ltd CRD 335484 | Melbourne, Victoria | Investment Adviser | — | 02/05/2026 | ☆ | |||
| 34168 | Clean Cars Management Ii, Llc CRD 330033 | Atglen, PA | Investment Adviser | — | 02/13/2024 | ☆ | |||
| 34169 | Clean Cars Management Iii, Llc CRD 330802 | Atglen, PA | Investment Adviser | — | 04/15/2024 | ☆ | |||
| 34170 | Clean Cars Management, Llc CRD 330032 | Atglen, PA | Investment Adviser | — | 02/13/2024 | ☆ | |||
| 34171 | Clean Energy Venture Management, Llc CRD 292055 | Boston, MA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34172 | Clear Cove Llc CRD 143696 | Dallas, TX | Investment Adviser | — | 02/08/2024 | ☆ | |||
| 34173 | Clear Creek Capital, Llc CRD 285822 | Gilroy, CA | Investment Adviser | — | 01/12/2026 | ☆ | |||
| 34174 | Clear Creek Investments, Llc CRD 319134 | Solana Beach, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34175 | Clear Ocean Geos Mgmt Llc CRD 332525 | Stamford, CT | Investment Adviser | — | 11/01/2024 | ☆ | |||
| 34176 | Clear Point Llc CRD 132865 | Investment Adviser | — | 13 | 1 | 02/23/2026 | ☆ | ||
| 34177 | Clear Venture Management, Llc CRD 282991 | Palo Alto, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34178 | Clearance Capital Ltd CRD 166644 | London | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 34179 | Clearbell Fund Management Limited CRD 172352 | London | Investment Adviser | — | 06/12/2026 | ☆ | |||
| 34180 | Clearbridge Financial Llc CRD 288838 | Campbell, CA | Investment Adviser | — | 1 | 05/19/2026 | ☆ | ||
| 34181 | Clearcrest Capital Management, Llc CRD 307443 | Dallas, TX | Investment Adviser | — | 02/28/2020 | ☆ | |||
| 34182 | Cleardusk Management Lp CRD 332843 | New York, NY | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 34183 | Cleargate Capital Management, Lp CRD 338526 | Chicago, IL | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 34184 | Clearpath Investment, Llc CRD 326217 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 34185 | Clearsight Investments Ag CRD 171979 | Pfäffikon | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34186 | Clearsky Advisors Llc CRD 326951 | West Palm Beach, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34187 | Clearspring Management Inc. CRD 162644 | Toronto | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 34188 | Clearstone Venture Management Services, L.L.C CRD 160259 | Santa Monica, CA | Investment Adviser | — | 03/14/2026 | ☆ | |||
| 34189 | Clearstream Planning, Llc CRD 325102 | Insurance-Affiliated | — | 1 | 01/22/2025 | ☆ | |||
| 34190 | Clearup Llc CRD 319052 | Investment Adviser | — | 1 | 03/30/2024 | ☆ | |||
| 34191 | Clearview Portfolio Consulting Llc CRD 304473 | Investment Adviser | — | 0 | 1 | 03/06/2026 | ☆ | ||
| 34192 | Clearvision Ventures Management, Llc CRD 290751 | Menlo Park, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 34193 | Clearvue Partners Management Limited CRD 168350 | Shanghai | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34194 | Clemente Investment Services Llc CRD 123141 | Kingston, PA | Investment Adviser | — | 2 | 08/20/2025 | ☆ | ||
| 34195 | Clementine Management Llc CRD 323189 | Wilson, WY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34196 | Clemons Financial Education Company CRD 341285 | Investment Adviser | — | 0 | 1 | 08/07/2026 | ☆ | ||
| 34197 | Cleo Capital Management Company, Llc CRD 313128 | Investment Adviser | — | 06/17/2026 | ☆ | ||||
| 34198 | Clepsydra Investments Llc CRD 277171 | Investment Adviser | — | 03/09/2016 | ☆ | ||||
| 34199 | Clera, Inc CRD 338073 | Bakersfield, CA | Investment Adviser | — | 2 | 2 | 05/23/2026 | ☆ | |
| 34200 | Clerisy Global Capital Management, Lp CRD 310677 | Investment Adviser | — | 05/06/2026 | ☆ |