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 |
|---|---|---|---|---|---|---|---|---|---|
| 34351 | Composability Gp Limited CRD 319734 | Gibraltar | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 34352 | Composite Capital Management (Sg) Pte. Ltd. CRD 337252 | Singapore | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 34353 | Composite Ventures Group, Llc CRD 310718 | Jackson, WY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34354 | Compositecap, Llc CRD 343141 | Investment Adviser | — | 06/24/2026 | ☆ | ||||
| 34355 | Compound Capital Holdings Llc CRD 338498 | Washington, DC | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34356 | Compound Capital Management Llc CRD 163159 | Nashville, TN | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 34357 | Compound27 Management, Llc CRD 334992 | Washington, DC | Investment Adviser | — | 01/27/2026 | ☆ | |||
| 34358 | Comprehensive Advisors, Llc CRD 289316 | Lansdale, PA | Investment Adviser | — | 53 | 7 | 02/02/2026 | ☆ | |
| 34359 | Comprehensive Financial Planning For Doctors, Llc CRD 316859 | Investment Adviser | — | 0 | 1 | 03/31/2026 | ☆ | ||
| 34360 | Comprehensive Planning, Inc. CRD 123352 | Insurance-Affiliated | — | 0 | 1 | 09/16/2019 | ☆ | ||
| 34361 | Comprehensive Wealth Management Group, Llc CRD 140510 | Staten Island, NY | Insurance-Affiliated | — | 30 | 0 | 09/15/2022 | ☆ | |
| 34362 | Compton Financial Group, Llc CRD 319442 | Kennewick, WA | Insurance-Affiliated | — | 5 | 03/26/2026 | ☆ | ||
| 34363 | Computer Science Graduate Ventures Management, Llc CRD 317640 | San Francisco, CA | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 34364 | Concentrated Risk Solutions Inc. CRD 171758 | Insurance-Affiliated | — | 2 | 01/22/2026 | ☆ | |||
| 34365 | Concentric Team Llp CRD 331298 | London | Investment Adviser | — | 05/28/2025 | ☆ | |||
| 34366 | Concierge Financial Planning, Llc CRD 151258 | Investment Adviser | — | 29 | 1 | 03/01/2026 | ☆ | ||
| 34367 | Concorde Capital Corporation CRD 163527 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34368 | Concordia Investment Advisors, Llc CRD 291775 | Woodland Hills, CA | Investment Adviser | — | 0 | 1 | 06/10/2026 | ☆ | |
| 34369 | Condesa Capital Management, Llc CRD 318814 | San Francisco, CA | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 34370 | Conductor Capital Management, Llc CRD 334351 | Durham, NC | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34371 | Conduit Cp Investment I Llc CRD 339847 | Alamo, CA | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 34372 | Conegliano Ventures, Llc CRD 288138 | New York, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34373 | Conestoga Endeavors Llc CRD 158981 | Exton, PA | Insurance-Affiliated | — | 1 | 03/31/2026 | ☆ | ||
| 34374 | Conestoga Wealth Partners, Llc CRD 301964 | Gig Harbor, WA | Investment Adviser | — | 6 | 03/10/2026 | ☆ | ||
| 34375 | Confiance Investment Counsel, Llc CRD 153222 | Investment Adviser | — | 0 | 07/27/2023 | ☆ | |||
| 34376 | Congruent Investment Partners, Llc CRD 155803 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34377 | Congruent Management, Llc CRD 288096 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34378 | Conklin Financial Planning, Llc CRD 148755 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 34379 | Conklin Shure Financial Llc CRD 316605 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 34380 | Conley, William J. CRD 154613 | Beaverton, OR | Investment Adviser | — | 8 | 1 | 01/22/2026 | ☆ | |
| 34381 | Connect Ventures Management Company, Llc CRD 340695 | Los Angeles, CA | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 34382 | Connected Capital Private Fund Advisor Llc CRD 329510 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34383 | Connecticut Cambridge Advisors, Llc CRD 127744 | Investment Adviser | — | 1 | 08/02/2024 | ☆ | |||
| 34384 | Connell Financial Services, Llc CRD 338649 | Investment Adviser | — | 1 | 09/10/2025 | ☆ | |||
| 34385 | Conquer Investments, Llc CRD 329615 | Oklahoma City, OK | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34386 | Conscience Investment Strategies, Llc CRD 315810 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34387 | Conscious Venture Partners, Llc CRD 334237 | Baltimore, MD | Investment Adviser | — | 08/12/2026 | ☆ | |||
| 34388 | Consequent Capital Investments, Llc CRD 293351 | Atlanta, GA | Investment Adviser | — | 07/01/2026 | ☆ | |||
| 34389 | Consequent Capital Management, Llc CRD 285262 | Atlanta, GA | Investment Adviser | — | 3 | 07/01/2026 | ☆ | ||
| 34390 | Consolidated Equity Iii Advisory Ab CRD 335589 | Stockholm, Uppland | Investment Adviser | — | 07/03/2025 | ☆ | |||
| 34391 | Consolidated Financial Management Corp. CRD 119181 | Beaverton, OR | Investment Adviser | — | 6 | 06/23/2026 | ☆ | ||
| 34392 | Consolidation Et Developpement Gestion CRD 319380 | Paris | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34393 | Consonant Ventures Management, Llc CRD 338708 | New York, NY | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 34394 | Consortium Capital Management Llc CRD 341193 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 34395 | Constellation Capital Group, Llc CRD 327822 | Sugar Land, TX | Investment Adviser | — | 04/02/2024 | ☆ | |||
| 34396 | Constellation Ventures, Llc CRD 340635 | San Francisco, CA | Investment Adviser | — | 08/05/2026 | ☆ | |||
| 34397 | Construct Capital Management, Llc CRD 310594 | Washington, DC | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34398 | Constructor Capital I Gp Ltd. CRD 329251 | Grand Cayman | Investment Adviser | — | 01/21/2026 | ☆ | |||
| 34399 | Consulta Limited CRD 318927 | London | Investment Adviser | — | 08/13/2026 | ☆ | |||
| 34400 | Conte Asset Management, Llc CRD 306878 | Investment Adviser | — | 4 | 1 | 04/01/2026 | ☆ |