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 |
|---|---|---|---|---|---|---|---|---|---|
| 34501 | Covalence Capital, Llc CRD 299555 | Investment Adviser | — | 03/31/2019 | ☆ | ||||
| 34502 | Covell Financial, Llc CRD 306279 | Mandeville, LA | Investment Adviser | — | 0 | 1 | 03/16/2023 | ☆ | |
| 34503 | Covemark Investment Manager Llc CRD 300806 | Dallas, TX | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 34504 | Covenant Venture Capital, Llc CRD 316578 | Wilmington, NC | Investment Adviser | — | 04/22/2026 | ☆ | |||
| 34505 | Covepilot, Llc CRD 336591 | Fredericksburg, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34506 | Covered Bridge Financial Llc CRD 142492 | Investment Adviser | — | 0 | 03/23/2026 | ☆ | |||
| 34507 | Coveredbridge, Llc CRD 304069 | Milwaukee, WI | Investment Adviser | — | 0 | 1 | 05/07/2026 | ☆ | |
| 34508 | Covey, Kathleen Ann CRD 135454 | Insurance-Affiliated | — | 20 | 1 | 05/18/2026 | ☆ | ||
| 34509 | Covian Capital Group Llc CRD 335208 | La Jolla, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 34510 | Cow Corner Investing Ltd CRD 319546 | Brighton, East Sussex | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 34511 | Cowboy Capital, Llc CRD 165571 | Palo Alto, CA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 34512 | Cox Capital General Partner, L.L.C. CRD 316237 | Philadelphia, PA | Investment Adviser | — | 07/02/2026 | ☆ | |||
| 34513 | Coyote Ventures Management Company, Llc CRD 316270 | Investment Adviser | — | 03/15/2026 | ☆ | ||||
| 34514 | Cozzene Advisors Inc. CRD 125915 | White Plains, NY | Investment Adviser | — | 1 | 03/31/2026 | ☆ | ||
| 34515 | Cp Capital Group Llc CRD 331147 | Dallas, TX | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 34516 | Cpa Allies, Llc CRD 286120 | Atlanta, GA | Insurance-Affiliated | — | 0 | 1 | 03/28/2026 | ☆ | |
| 34517 | Cpa Wealth Advisors, Llc CRD 170129 | Atlanta, GA | Investment Adviser | — | 2 | 03/17/2025 | ☆ | ||
| 34518 | Cpc Financial Planning, Inc CRD 119150 | King Of Prussia, PA | Insurance-Affiliated | — | 6 | 03/23/2026 | ☆ | ||
| 34519 | Cpe Funds Management Limited CRD 295619 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34520 | Cpec Financial Services Pty Ltd CRD 162126 | Sydney, Nsw | Investment Adviser | — | 08/19/2026 | ☆ | |||
| 34521 | Cpep Manager Inc. CRD 342800 | Toronto | Investment Adviser | — | 08/20/2026 | ☆ | |||
| 34522 | Cpg Capital Advisors, Llc CRD 331261 | Dallas, TX | Investment Adviser | — | 10/11/2024 | ☆ | |||
| 34523 | Cph Advisors, L.P. CRD 329920 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34524 | Cpi Capital Services Llc CRD 331203 | New York, NY | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 34525 | Cpl Guernsey Limited CRD 312394 | St. Peter Port | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 34526 | Cqs (Uk) Llp CRD 282124 | London | Broker-Dealer (Dually Registered) | — | 06/22/2026 | ☆ | |||
| 34527 | Cr Ventures Management, Llc CRD 319360 | Havertown, PA | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 34528 | Crabel Capital Management, Llc CRD 167332 | Los Angeles, CA | Investment Adviser | — | 6 | 60 | 07/16/2026 | ☆ | |
| 34529 | Cracks Fund Management, Llc CRD 321199 | Investment Adviser | — | 02/20/2026 | ☆ | ||||
| 34530 | Cradle Capital Corp CRD 343504 | Investment Adviser | — | 1 | 07/16/2026 | ☆ | |||
| 34531 | Craft Ventures Management Lp CRD 292571 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34532 | Craftsman Management Llc CRD 299245 | San Ramon, CA | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 34533 | Craig Burdo Llc CRD 332858 | Palm Beach Gardens, FL | Investment Adviser | — | 07/16/2025 | ☆ | |||
| 34534 | Craig Drill Capital Corporation CRD 163355 | New York, NY | Investment Adviser | — | 02/14/2024 | ☆ | |||
| 34535 | Craig Hallum Advisors Llc CRD 326968 | New York, NY | Investment Adviser | — | 0 | 1 | 03/19/2026 | ☆ | |
| 34536 | Crake Asset Management Llp CRD 304493 | London | Investment Adviser | — | 06/09/2026 | ☆ | |||
| 34537 | Crandell Financial Planning, Llc CRD 116705 | Bristol, TN | Investment Adviser | — | 40 | 1 | 03/03/2026 | ☆ | |
| 34538 | Crane Venture Partners Llp CRD 297067 | London | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34539 | Cratty & Swanson Advisors L.L.C. CRD 283587 | Las Cruces, NM | Insurance-Affiliated | — | 2 | 04/24/2026 | ☆ | ||
| 34540 | Crawley, Josh CRD 288613 | Bluffdale, UT | Investment Adviser | — | 3 | 1 | 04/21/2026 | ☆ | |
| 34541 | Crc Management Llc CRD 312889 | Las Vegas, NV | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34542 | Creacion Ventures Management Us Llc CRD 313672 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34543 | Creacion Ventures Management, Llc CRD 309866 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34544 | Creador Sdn Bhd CRD 170328 | Kuala Lumpur | Investment Adviser | — | 06/04/2026 | ☆ | |||
| 34545 | Creaegis Advisors Pte. Ltd. CRD 336485 | Singapore | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 34546 | Creandum Fund Manager Ab CRD 330446 | Stockholm | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34547 | Creandum Iii Advisor Ab CRD 308517 | Stockholm | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34548 | Creandum Iv Advisor Ab CRD 308519 | Stockholm | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34549 | Creandum V Advisor Ab CRD 306543 | Stockholm | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34550 | Create Health Ventures Llc CRD 317523 | Investment Adviser | — | 03/18/2026 | ☆ |