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 |
|---|---|---|---|---|---|---|---|---|---|
| 34401 | Charge Vc Management, Llc CRD 320900 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34402 | Charism Capital Management Llc CRD 342912 | Investment Adviser | — | 06/02/2026 | ☆ | ||||
| 34403 | Charles Schwab & Co., Inc. CRD 5393 | San Francisco, CA | Insurance-Affiliated | — | 30,690 | 09/17/2026 | ☆ | ||
| 34404 | Charles Lim Capital Limited CRD 172397 | Hong Kong | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 34405 | Charlton Street Partners Llc CRD 341380 | Investment Adviser | — | 09/09/2026 | ☆ | ||||
| 34406 | Chart National Investment Management Llc CRD 307087 | New York, NY | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34407 | Charted Ventures Llc CRD 328572 | Arlington, VA | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 34408 | Charter Asset Management Gp Llc CRD 173952 | Los Angeles, CA | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 34409 | Charter Oak Equity, Lp CRD 161737 | Westport, CT | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34410 | Charterhouse Capital Partners Llp CRD 160237 | London | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 34411 | Chartline Capital Management, Llc CRD 286520 | Wilmington, DE | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34412 | Chartwell Family Office, Llc CRD 337312 | Palm Desert, CA | Multi-Family Office | — | 07/01/2025 | ☆ | |||
| 34413 | Chartwell Investments Ii, Llc CRD 160554 | New York, NY | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34414 | Chase Adam, Llc CRD 318733 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 34415 | Chasing Rainbows Ventures, Llc CRD 317850 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 34416 | Chasm Capital Management Llc CRD 168749 | New York, NY | Investment Adviser | — | 09/13/2013 | ☆ | |||
| 34417 | Chayne Global Management Llc CRD 338603 | Miami, FL | Investment Adviser | — | 01/07/2026 | ☆ | |||
| 34418 | Chayton Capital Llp CRD 161158 | London | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 34419 | Checkpoint Financial Planning, Llc CRD 328729 | Investment Adviser | — | 70 | 1 | 02/08/2026 | ☆ | ||
| 34420 | Cheetah Investment Management Limited CRD 161532 | Hong Kong | Broker-Dealer (Dually Registered) | — | 03/31/2026 | ☆ | |||
| 34421 | Chelsea Addison Capital Llc CRD 342793 | Palos Verdes Estates, TX | Investment Adviser | — | 06/03/2026 | ☆ | |||
| 34422 | Chelsea International Advisors Llc CRD 313568 | Laguna Beach, CA | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 34423 | Chemistry Ventures Management, Llc CRD 334360 | San Francisco, CA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 34424 | Chen Financial Group, Llc CRD 133336 | San Mateo, CA | Investment Adviser | — | 57 | 4 | 07/13/2026 | ☆ | |
| 34425 | Chenavari Investment Managers (Luxembourg) Sarl CRD 284885 | Luxembourg | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34426 | Chenel Asset Management Llc CRD 344065 | Investment Adviser | — | 09/10/2026 | ☆ | ||||
| 34427 | Cheng, Jen I CRD 339213 | Investment Adviser | — | 0 | 1 | 07/20/2026 | ☆ | ||
| 34428 | Chepstow Lane Capital Llp CRD 331232 | London, England | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 34429 | Chequers Partenaires Sa CRD 162281 | Paris | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 34430 | Cherry Creek Financial Planning, Llc CRD 342857 | Investment Adviser | — | 0 | 1 | 07/02/2026 | ☆ | ||
| 34431 | Cherry Street Atm Fund I Manager, Llc CRD 324402 | Investment Adviser | — | 01/06/2026 | ☆ | ||||
| 34432 | Cherry Ventures Management Gmbh (Aifm) CRD 301494 | Berlin | Investment Adviser | — | 03/14/2024 | ☆ | |||
| 34433 | Cherryrock Capital Management, Llc CRD 328891 | San Francisco, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 34434 | Cherrytree Capital Management, Llc CRD 283235 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 34435 | Cherubic Ventures Advisors Ltd. CRD 307348 | Grand Cayman | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 34436 | Chesapeake Wealth Strategies, Inc. CRD 284097 | Baltimore, MD | Investment Adviser | — | 1 | 02/12/2026 | ☆ | ||
| 34437 | Chessica Management Group, Llc CRD 327386 | Lancaster, NY | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 34438 | Chester Capital Llc CRD 341744 | Investment Adviser | — | 04/09/2026 | ☆ | ||||
| 34439 | Chestnut Run Capital Partners Lp CRD 335075 | Boston, MA | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 34440 | Chetan Llc CRD 337289 | Westlake Village, CA | Investment Adviser | — | 08/10/2026 | ☆ | |||
| 34441 | Cheyne Capital International Limited Partnership CRD 166702 | Hamilton | Investment Adviser | — | 02/10/2026 | ☆ | |||
| 34442 | Cheyne Capital Smc Limited CRD 304782 | Dublin | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 34443 | Chf Wealth Management, Llc CRD 139331 | Lafayette, LA | Investment Adviser | — | 5 | 06/18/2026 | ☆ | ||
| 34444 | Chiang, Edwin, Der Yee CRD 323996 | Investment Adviser | — | 0 | 1 | 02/02/2026 | ☆ | ||
| 34445 | Chiasmus Capital Llc CRD 298708 | Mount Kisco, NY | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 34446 | Chicago Capital Partners Management, Llc CRD 282493 | Highland Park, IL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34447 | Chicago Equity Advisors, Llc CRD 315164 | St. Petersburg, FL | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 34448 | Chicago River Capital, Llc CRD 155667 | Chicago, IL | Investment Adviser | — | 06/03/2025 | ☆ | |||
| 34449 | Chicago Ventures Fund Management, Llc CRD 321050 | Chicago, IL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34450 | Chicane Capital Management, L.P. CRD 316243 | Investment Adviser | — | 03/10/2026 | ☆ |