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 |
|---|---|---|---|---|---|---|---|---|---|
| 34501 | Circulate Capital Management Pte. Ltd. CRD 304837 | Singapore | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34502 | Cirrus Oil & Gas Capital Management Lp CRD 328366 | Denver, CO | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34503 | Cirrus Oil & Gas Llc CRD 328721 | Denver, CO | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34504 | Cirrus Research, Llc CRD 143800 | New York, NY | Investment Adviser | — | 23 | 3 | 03/30/2026 | ☆ | |
| 34505 | Citic Clsa Capital Partners Hk Limited CRD 161379 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34506 | Citizen Mint Advisors Llc CRD 322686 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34507 | Cito Capital Advisors Llc CRD 152131 | Hackensack, NJ | Insurance-Affiliated | — | 1 | 03/03/2026 | ☆ | ||
| 34508 | Citron Pe Funds Management Limited CRD 161479 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34509 | Citta Capital Management, Llc CRD 322343 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34510 | City Hill Ventures, Llc CRD 165981 | San Diego, CA | Investment Adviser | — | 03/19/2018 | ☆ | |||
| 34511 | City Light Capital Management Iii, Llc CRD 296787 | New York, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34512 | Civ Investment Management, Llc CRD 331467 | Venice, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 34513 | Civilization Ventures Management, Llc CRD 314911 | Tiburon, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34514 | Civitas Financial Llc CRD 338379 | Indianapolis, IN | Investment Adviser | — | 8 | 09/16/2026 | ☆ | ||
| 34515 | Cj Financial CRD 339461 | Springfield, MO | Investment Adviser | — | 11/14/2025 | ☆ | |||
| 34516 | Cjs Securities Ia, Inc. CRD 326920 | White Plains, NY | Investment Adviser | — | 1 | 03/31/2026 | ☆ | ||
| 34517 | Ckg Management Company CRD 306212 | Investment Adviser | — | 05/14/2026 | ☆ | ||||
| 34518 | Cl Family Consulting Llc CRD 306702 | Investment Adviser | — | 1 | 04/17/2026 | ☆ | |||
| 34519 | Cl Management Group Llc CRD 333339 | North Kansas City, MO | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 34520 | Cl Strategic Management Limited CRD 331418 | Wan Chai | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 34521 | Cladrius Partners Llc CRD 311065 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34522 | Clai Ventures Management Company, Llc CRD 335905 | Investment Adviser | — | 03/04/2026 | ☆ | ||||
| 34523 | Clairvest Gp Manageco Inc. CRD 162568 | Toronto, Ontario | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 34524 | Clara Partners Management Llc CRD 339412 | Beverly Hills, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34525 | Claragh Mountain Investments Lp CRD 175221 | Boston, MA | Investment Adviser | — | 05/25/2025 | ☆ | |||
| 34526 | Clare Fazackerley Cpa Llc CRD 175364 | Investment Adviser | — | 12 | 2 | 03/31/2026 | ☆ | ||
| 34527 | Claremont Creek Management, Llc CRD 162803 | Oakland, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34528 | Clarion Partners Europe (U.K.) Limited CRD 322463 | London, United Kingdom | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 34529 | Clarion Partners Europe Limited CRD 322449 | St. Helier | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 34530 | Claris Advisors, Llc CRD 166357 | New York, NY | Investment Adviser | — | 0 | 3 | 12/18/2025 | ☆ | |
| 34531 | Clarity Council Financial, Llc CRD 306858 | Las Vegas, NV | Investment Adviser | — | 1 | 03/25/2026 | ☆ | ||
| 34532 | Clarity Cross Border Inc. CRD 337443 | Edmonton, Alberta | Investment Adviser | — | 80 | 1 | 04/09/2026 | ☆ | |
| 34533 | Clarity Financial Planning CRD 153987 | Investment Adviser | — | 15 | 1 | 03/30/2026 | ☆ | ||
| 34534 | Clarity Northwest Wealth Management, Llc CRD 168938 | Investment Adviser | — | 1 | 03/24/2026 | ☆ | |||
| 34535 | Clark Financial Insight CRD 318071 | Investment Adviser | — | 02/10/2022 | ☆ | ||||
| 34536 | Clark Financial Planning Services Llc CRD 172321 | Investment Adviser | — | 1 | 05/04/2026 | ☆ | |||
| 34537 | Clark Financial Planning, Llc CRD 293283 | Louisville, KY | Investment Adviser | — | 32 | 1 | 06/30/2026 | ☆ | |
| 34538 | Clark Nuber Wealth Management, Llc CRD 118159 | Bellevue, WA | Investment Adviser | — | 18 | 03/04/2026 | ☆ | ||
| 34539 | Clarke Financial Counsel, Llc CRD 325122 | Investment Adviser | — | 1 | 03/06/2026 | ☆ | |||
| 34540 | Class 5 Global, Llc CRD 327782 | Investment Adviser | — | 05/08/2026 | ☆ | ||||
| 34541 | Classic Capital Planning Advisors CRD 339515 | Investment Adviser | — | 2 | 07/26/2026 | ☆ | |||
| 34542 | Clayton, Williams & Sherwood Investments CRD 23551 | Newport Beach, CA | Broker-Dealer (Dually Registered) | — | 27 | 02/13/2026 | ☆ | ||
| 34543 | Clc Global Management Pte. Ltd. CRD 316420 | Singapore | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 34544 | Clean Alpha Partners (Australia) Pty Ltd CRD 335484 | Melbourne, Victoria | Investment Adviser | — | 02/05/2026 | ☆ | |||
| 34545 | Clean Cars Management Ii, Llc CRD 330033 | Atglen, PA | Investment Adviser | — | 02/13/2024 | ☆ | |||
| 34546 | Clean Cars Management Iii, Llc CRD 330802 | Atglen, PA | Investment Adviser | — | 04/15/2024 | ☆ | |||
| 34547 | Clean Cars Management, Llc CRD 330032 | Atglen, PA | Investment Adviser | — | 02/13/2024 | ☆ | |||
| 34548 | Clear Cove Llc CRD 143696 | Dallas, TX | Investment Adviser | — | 02/08/2024 | ☆ | |||
| 34549 | Clear Creek Capital, Llc CRD 285822 | Gilroy, CA | Investment Adviser | — | 01/12/2026 | ☆ | |||
| 34550 | Clear Creek Investments, Llc CRD 319134 | Solana Beach, CA | Investment Adviser | — | 03/27/2026 | ☆ |