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 |
|---|---|---|---|---|---|---|---|---|---|
| 34401 | Contemporary Healthcare Capital, Llc CRD 293823 | Chattanooga, TN | Investment Adviser | — | 03/01/2024 | ☆ | |||
| 34402 | Conteur Capital Partners Llc CRD 334620 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 34403 | Context Ventures, Llc CRD 316561 | Auburn, WA | Investment Adviser | — | 03/27/2024 | ☆ | |||
| 34404 | Continuum Capital Advisory, Llc CRD 153080 | Rock Hill, SC | Investment Adviser | — | 2 | 04/21/2026 | ☆ | ||
| 34405 | Continuum Investment Group Llc CRD 330646 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 34406 | Continuum Management Partners Llc CRD 326673 | Chicago, IL | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 34407 | Contos Capital Llc CRD 333669 | Investment Adviser | — | 05/13/2026 | ☆ | ||||
| 34408 | Contour Management Llc CRD 162419 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34409 | Contra Partnership Management Llc CRD 337982 | Investment Adviser | — | 05/13/2026 | ☆ | ||||
| 34410 | Contrarian Thinking Capital, Llc CRD 321673 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 34411 | Convective Capital Management, Llc CRD 324626 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34412 | Converge Management Company, Lp CRD 301982 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34413 | Convergency Partners Advisors Llc CRD 326447 | Boston, MA | Investment Adviser | — | 1 | 4 | 03/16/2026 | ☆ | |
| 34414 | Convergent Finance, Llp CRD 320731 | Mumbai | Investment Adviser | — | 06/17/2026 | ☆ | |||
| 34415 | Convergent Ventures Llc CRD 326986 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 34416 | Convergent Wealth Advisors Inc CRD 336657 | Denver, CO | Broker-Dealer (Dually Registered) | — | 05/08/2025 | ☆ | |||
| 34417 | Conversion Capital, Llc CRD 301524 | Fulton, MD | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34418 | Conviction Partners, Llc CRD 324113 | San Francisco, CA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34419 | Convoi Ventures, Llc CRD 320641 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34420 | Cook Wealth Management, Llc CRD 319523 | Investment Adviser | — | 1 | 04/20/2026 | ☆ | |||
| 34421 | Cool Climate Collective, Llc CRD 326850 | Investment Adviser | — | 02/08/2026 | ☆ | ||||
| 34422 | Coolabah Capital Investments (Usa) Inc CRD 336841 | Miami, FL | Investment Adviser | — | 09/30/2025 | ☆ | |||
| 34423 | Coop Records Management Llc CRD 323064 | Los Angeles, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34424 | Cooper Financial Investments, Llc CRD 285647 | Mesa, AZ | Investment Adviser | — | 2 | 04/07/2026 | ☆ | ||
| 34425 | Copenhagen Infrastructure Partners P/S CRD 307334 | Copenhagen | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34426 | Copernicus Investment Manager Llc CRD 340197 | Investment Adviser | — | 01/19/2026 | ☆ | ||||
| 34427 | Copia Financial Solutions, Inc. CRD 123886 | Investment Adviser | — | 1 | 11/23/2016 | ☆ | |||
| 34428 | Copper Sky Capital, Llc CRD 317059 | Scottsdale, AZ | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34429 | Copper Street Capital Llp CRD 288882 | London | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 34430 | Copperline Trading Advisors, Llc CRD 168224 | Investment Adviser | — | 02/29/2016 | ☆ | ||||
| 34431 | Coral Cove Us Gp Ltd. CRD 340381 | Cedar Park, TX | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 34432 | Coram Partners, Lp CRD 338705 | Bethesda, MD | Investment Adviser | — | 01/09/2026 | ☆ | |||
| 34433 | Corbiere Capital Management (Jersey) Limited CRD 330061 | St Helier | Investment Adviser | — | 04/02/2026 | ☆ | |||
| 34434 | Cordatus Advisors, Llc CRD 169653 | Dallas, TX | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 34435 | Core Advisory, Llc CRD 135531 | Alexandria, VA | Investment Adviser | — | 1 | 03/10/2026 | ☆ | ||
| 34436 | Core Asset Credit, Llc CRD 343022 | New York, NY | Investment Adviser | — | 08/20/2026 | ☆ | |||
| 34437 | Core Eleven Investments Management Llc CRD 338384 | Investment Adviser | — | 08/19/2025 | ☆ | ||||
| 34438 | Core Financial Planning, Llc CRD 149293 | Bloomfield Hills, MI | Investment Adviser | — | 26 | 1 | 03/30/2026 | ☆ | |
| 34439 | Core Investment Advisors Llc CRD 287852 | Columbus, OH | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 34440 | Core Venture Capital, Llc CRD 163335 | West Hollywood, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34441 | Corecode Management, Llc CRD 340351 | Houston, TX | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 34442 | Coreline Management Llc CRD 334542 | Redwood City, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34443 | Corestrat Management, Llc CRD 323345 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 34444 | Coreview Capital Management Limited CRD 311966 | Hong Kong | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 34445 | Corey Robert Selhorst CRD 299822 | Investment Adviser | — | 0 | 1 | 01/02/2026 | ☆ | ||
| 34446 | Corinth Capital Partners, Llc CRD 299331 | Investment Adviser | — | 01/26/2026 | ☆ | ||||
| 34447 | Corinthia Uk Management Limited CRD 335155 | London | Investment Adviser | — | 05/18/2026 | ☆ | |||
| 34448 | Corley, William, Thomas CRD 159719 | Folsom, CA | Insurance-Affiliated | — | 1 | 03/18/2026 | ☆ | ||
| 34449 | Cornell Capital Group, Llc CRD 289558 | Sulphur, OK | Investment Adviser | — | 1 | 07/08/2026 | ☆ | ||
| 34450 | Cornell Capital Holdings Llc CRD 319451 | Olean, NY | Investment Adviser | — | 03/31/2026 | ☆ |