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 |
|---|---|---|---|---|---|---|---|---|---|
| 34601 | Cloud Apps Management, Llc CRD 172001 | Menlo Park, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 34602 | Cloud Health Euroventures, Llc CRD 327250 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34603 | Cloud, Minturn & Associates, Llc CRD 135573 | Torrance, CA | Investment Adviser | — | 2 | 03/13/2026 | ☆ | ||
| 34604 | Cloudalpha Capital Management Limited CRD 315918 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34605 | Cloudform Strategies Management, Llc CRD 338304 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34606 | Cloudland Capital Management, L.P. CRD 323466 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 34607 | Cloudquant Capital Management, Llc CRD 298220 | Austin, TX | Investment Adviser | — | 02/09/2021 | ☆ | |||
| 34608 | Cloudstone Capital Management, Llc CRD 288322 | Redwood City, CA | Investment Adviser | — | 04/21/2017 | ☆ | |||
| 34609 | Cloudveil Advisory Llc CRD 341006 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34610 | Clover Asset Management, Llc CRD 166028 | Overland Park, KS | Investment Adviser | — | 04/01/2024 | ☆ | |||
| 34611 | Clover Capital Advisors Llc CRD 340395 | Redwood City, CA | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 34612 | Clover Financial & Insurance Services, Inc. CRD 136969 | Upland, CA | Insurance-Affiliated | — | 1 | 03/05/2026 | ☆ | ||
| 34613 | Clovis Point Capital, Llc CRD 249788 | Houston, TX | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34614 | Clovis Wealth Partners, Llc CRD 316944 | Investment Adviser | — | 1 | 01/29/2026 | ☆ | |||
| 34615 | Cloyden Capital Management, Llc CRD 322329 | Investment Adviser | — | 03/21/2025 | ☆ | ||||
| 34616 | Clsa Americas, Llc CRD 165533 | New York, NY | Broker-Dealer (Dually Registered) | — | 123 | 61 | 06/08/2026 | ☆ | |
| 34617 | Cluain Eraird Equity Investors, Llc CRD 136234 | Portola Valley, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34618 | Clyr Capital Management, Lp CRD 315507 | Investment Adviser | — | 01/26/2022 | ☆ | ||||
| 34619 | Cm Management, Llc CRD 162198 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 34620 | Cm Venture Llc CRD 314024 | Shanghai | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 34621 | Cmc Advisors, Inc. CRD 123811 | Boca Raton, FL | Investment Adviser | — | 271 | 4 | 02/03/2026 | ☆ | |
| 34622 | Cmc Capital Advisors (Cayman), Ltd. CRD 342267 | George Town, Grand Cayman | Investment Adviser | — | 05/06/2026 | ☆ | |||
| 34623 | Cme Financial Services, Llc CRD 289001 | Columbus, OH | Investment Adviser | — | 1 | 06/23/2026 | ☆ | ||
| 34624 | Cmf Advisory Llc CRD 300173 | Burlingame, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34625 | Cmp Capital Management Partners Gmbh CRD 162773 | Berlin | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 34626 | Cmrf Advisors Oy CRD 322846 | Helsinki, Helsinki | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34627 | Cmt Portfolio Advisors Llc CRD 170952 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 34628 | Cniv Financial Planning Llc CRD 325825 | Investment Adviser | — | 1 | 01/06/2026 | ☆ | |||
| 34629 | Cnl Educational Institute, Llc CRD 175137 | Orlando, FL | Investment Adviser | — | 5 | 03/24/2026 | ☆ | ||
| 34630 | Cnm Ingenuity, Inc. CRD 302061 | Albuquerque, NM | Investment Adviser | — | 01/09/2026 | ☆ | |||
| 34631 | Cnry Management Company Ltda. CRD 288067 | Sao Paulo | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 34632 | Co=Creation Management I, Llc CRD 282239 | Sunnyvale, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34633 | Coachwork Partners, Inc. CRD 285931 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34634 | Coadjutant Financial Planning Services CRD 329340 | Cherry Hill, NJ | Insurance-Affiliated | — | 12 | 1 | 07/30/2025 | ☆ | |
| 34635 | Coalition Advisors, Llc CRD 329914 | Investment Adviser | — | 03/17/2026 | ☆ | ||||
| 34636 | Coalition Operators, Llc CRD 319229 | Investment Adviser | — | 02/13/2026 | ☆ | ||||
| 34637 | Coastal Redwood Spirits Inc. CRD 307838 | Investment Adviser | — | 1 | 06/09/2026 | ☆ | |||
| 34638 | Coats Financial Planning, Inc. CRD 122135 | Louisville, KY | Investment Adviser | — | 144 | 3 | 10/06/2026 | ☆ | |
| 34639 | Cobalt Investment Management Llc CRD 300974 | Santa Monica, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34640 | Cobblefield Llc CRD 324786 | Investment Adviser | — | 03/19/2026 | ☆ | ||||
| 34641 | Cobblers Cove Capital Lp CRD 342999 | Charleston, SC | Investment Adviser | — | 2 | 07/01/2026 | ☆ | ||
| 34642 | Cobro Ventures Management, Llc CRD 309434 | Mclean, VA | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 34643 | Cocozza Financial Planning, Ltd. CRD 117316 | Investment Adviser | — | 25 | 1 | 03/30/2026 | ☆ | ||
| 34644 | Coda Capital Advisors, Llc CRD 330642 | Philadelphia, PA | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 34645 | Codon Innovation, Llc CRD 327569 | Investment Adviser | — | 05/05/2026 | ☆ | ||||
| 34646 | Coelius Management, Llc CRD 317422 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 34647 | Coffeehouse Management, Llc CRD 320627 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 34648 | Cofound Ventures Management, Llc CRD 315294 | Englewood, CO | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34649 | Cofounders Venture Management, Llc CRD 322338 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 34650 | Cofunder Advisors, Llc CRD 172941 | Investment Adviser | — | 1 | 07/30/2015 | ☆ |