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 |
|---|---|---|---|---|---|---|---|---|---|
| 34551 | Clear Ocean Geos Mgmt Llc CRD 332525 | Stamford, CT | Investment Adviser | — | 11/01/2024 | ☆ | |||
| 34552 | Clear Point Llc CRD 132865 | Investment Adviser | — | 13 | 1 | 02/23/2026 | ☆ | ||
| 34553 | Clear Venture Management, Llc CRD 282991 | Palo Alto, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34554 | Clearance Capital Ltd CRD 166644 | London | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 34555 | Clearbell Fund Management Limited CRD 172352 | London | Investment Adviser | — | 06/12/2026 | ☆ | |||
| 34556 | Clearbridge Financial Llc CRD 288838 | Campbell, CA | Investment Adviser | — | 1 | 05/19/2026 | ☆ | ||
| 34557 | Clearcrest Capital Management, Llc CRD 307443 | Dallas, TX | Investment Adviser | — | 02/28/2020 | ☆ | |||
| 34558 | Cleardusk Management Lp CRD 332843 | New York, NY | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 34559 | Cleargate Capital Management, Lp CRD 338526 | Chicago, IL | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 34560 | Clearleaf Finance Llc CRD 288707 | Louisville, KY | Investment Adviser | — | 10/09/2026 | ☆ | |||
| 34561 | Clearpath Investment, Llc CRD 326217 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 34562 | Clearsight Investments Ag CRD 171979 | Pfäffikon | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34563 | Clearsky Advisors Llc CRD 326951 | West Palm Beach, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34564 | Clearspring Management Inc. CRD 162644 | Toronto | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 34565 | Clearstone Venture Management Services, L.L.C CRD 160259 | Santa Monica, CA | Investment Adviser | — | 03/14/2026 | ☆ | |||
| 34566 | Clearstream Planning, Llc CRD 325102 | Insurance-Affiliated | — | 1 | 01/22/2025 | ☆ | |||
| 34567 | Clearup Llc CRD 319052 | Investment Adviser | — | 1 | 03/30/2024 | ☆ | |||
| 34568 | Clearview Portfolio Consulting Llc CRD 304473 | Investment Adviser | — | 0 | 1 | 03/06/2026 | ☆ | ||
| 34569 | Clearvision Ventures Management, Llc CRD 290751 | Menlo Park, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 34570 | Clearvue Partners Management Limited CRD 168350 | Shanghai | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34571 | Clemente Investment Services Llc CRD 123141 | Kingston, PA | Investment Adviser | — | 2 | 08/20/2025 | ☆ | ||
| 34572 | Clementine Management Llc CRD 323189 | Wilson, WY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34573 | Clemons Financial Education Company CRD 341285 | Investment Adviser | — | 0 | 1 | 08/07/2026 | ☆ | ||
| 34574 | Cleo Capital Management Company, Llc CRD 313128 | Investment Adviser | — | 06/17/2026 | ☆ | ||||
| 34575 | Clepsydra Investments Llc CRD 277171 | Investment Adviser | — | 03/09/2016 | ☆ | ||||
| 34576 | Clera, Inc CRD 338073 | Bakersfield, CA | Investment Adviser | — | 2 | 2 | 05/23/2026 | ☆ | |
| 34577 | Clerisy Global Capital Management, Lp CRD 310677 | Investment Adviser | — | 05/06/2026 | ☆ | ||||
| 34578 | Cleros Wealth Partners, Llc CRD 344362 | Investment Adviser | — | 2 | 09/21/2026 | ☆ | |||
| 34579 | Clessidra Private Equity Sgr Spa CRD 163492 | Milan | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34580 | Cleveland Avenue Advisers, Llc CRD 318250 | Chicago, IL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34581 | Cleveland Digital Limited CRD 325124 | Road Town, Tortola | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 34582 | Cleveland Research Company Llc CRD 142230 | Cleveland, OH | Broker-Dealer (Dually Registered) | — | 22 | 123 | 03/31/2026 | ☆ | |
| 34583 | Client First Finance Llc CRD 135642 | Investment Adviser | — | 45 | 1 | 03/17/2026 | ☆ | ||
| 34584 | Client Centered Cross Border Financial Planning Ltd. CRD 140373 | Khlong Tan, Khlong Toei, Bangkok | Investment Adviser | — | 44 | 3 | 03/21/2026 | ☆ | |
| 34585 | Clifford Capital Markets Pte. Ltd. CRD 339337 | Singapore | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 34586 | Clifford Joseph Leiker, Dba, Cjl Quantum Analytics CRD 330215 | Investment Adviser | — | 1 | 03/09/2026 | ☆ | |||
| 34587 | Clifton First Llc CRD 333072 | Palm Beach, FL | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34588 | Clifton Management Pte. Ltd. CRD 332889 | Singapore | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 34589 | Cliintel Capital Management Group, Llc CRD 286621 | Denver, CO | Investment Adviser | — | 06/12/2020 | ☆ | |||
| 34590 | Climactic Management, Llc CRD 322367 | Mill Valley, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34591 | Climate Asset Management Ltd CRD 325030 | London | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 34592 | Climate Avengers Management, Llc CRD 320956 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 34593 | Climate Fund Managers B.V. CRD 329507 | The Hague | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 34594 | Clime Capital Management Pte. Ltd. CRD 330308 | Singapore | Investment Adviser | — | 09/08/2026 | ☆ | |||
| 34595 | Climeco Environmental Capital Management Llc CRD 175407 | Boyertown, PA | Investment Adviser | — | 05/15/2018 | ☆ | |||
| 34596 | Clinton Matthew Cooper CRD 337475 | Cooper City, FL | Insurance-Affiliated | — | 0 | 1 | 10/23/2025 | ☆ | |
| 34597 | Clipway Limited CRD 327704 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34598 | Clockwork Capital, Llc CRD 329271 | Charlottesville, VA | Investment Adviser | — | 3 | 04/22/2026 | ☆ | ||
| 34599 | Clockwork Management Llc CRD 334276 | Miami, FL | Investment Adviser | — | 03/04/2025 | ☆ | |||
| 34600 | Closed End Trading Llc CRD 335394 | Bluffton, SC | Investment Adviser | — | 07/31/2026 | ☆ |