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 |
|---|---|---|---|---|---|---|---|---|---|
| 34651 | Cta Financial Llc CRD 167417 | New York, NY | Investment Adviser | — | 10/06/2017 | ☆ | |||
| 34652 | Ctec.Ai, Llc CRD 297382 | Seattle, WA | Investment Adviser | — | 07/23/2018 | ☆ | |||
| 34653 | Ctg Evergreen Management Limited CRD 308878 | Hong Kong | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 34654 | Ctt Advisors, Llc CRD 329740 | Investment Adviser | — | 01/07/2026 | ☆ | ||||
| 34655 | Cu Healthcare Innovation Management, Llc CRD 307949 | Aurora, CO | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34656 | Cu Investment Solutions Llc CRD 43753 | Overland Park, KS | Broker-Dealer (Dually Registered) | — | 0 | 5 | 12/11/2025 | ☆ | |
| 34657 | Cuatro Capital Management Llc CRD 341787 | San Juan, PR | Investment Adviser | — | 07/24/2026 | ☆ | |||
| 34658 | Cube Infrastructure Managers CRD 163752 | Luxembourg | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34659 | Cubera Ix (Gp) Limited CRD 308399 | St. Peter Port | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 34660 | Cubera Private Equity As CRD 286145 | Oslo | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 34661 | Cubera Viii (Gp) Limited CRD 304027 | St. Peter Port | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 34662 | Cubera X (Gp) Limited CRD 326676 | St Peter Port | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 34663 | Cultivian Sandbox Venture Management Ii Llc CRD 292259 | Chicago, IL | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34664 | Cultivian Sandbox Venture Management, Llc CRD 168817 | Chicago, IL | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34665 | Cumbie Advisory Services, Inc CRD 142606 | Fort Worth, TX | Investment Adviser | — | 2 | 03/30/2026 | ☆ | ||
| 34666 | Cumulus Advisors Llc CRD 221521 | Investment Adviser | — | 1 | 06/15/2026 | ☆ | |||
| 34667 | Cuprill Wealth Coaching, Llc CRD 166461 | Cincinnati, OH | Investment Adviser | — | 3 | 01/22/2026 | ☆ | ||
| 34668 | Curate Capital Llc CRD 318939 | Houston, TX | Investment Adviser | — | 02/24/2025 | ☆ | |||
| 34669 | Curative Ventures Management Llc CRD 300322 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34670 | Curcio Webb Llc CRD 109066 | Lawrenceville, NJ | Investment Adviser | — | 50 | 30 | 03/27/2026 | ☆ | |
| 34671 | Cure Ventures Management, Lp CRD 315287 | Boston, MA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 34672 | Cure8 Ventures, Llc CRD 300866 | St. Louis, MO | Investment Adviser | — | 05/21/2024 | ☆ | |||
| 34673 | Curie Bio Operations, Llc CRD 323682 | Cambridge, MA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 34674 | Curious Crow Financial Planning Llc CRD 327495 | Investment Adviser | — | 1 | 03/07/2026 | ☆ | |||
| 34675 | Curis Partners (Us), Llc CRD 285067 | Portland, OR | Investment Adviser | — | 08/29/2016 | ☆ | |||
| 34676 | Curisa Capital, Llc CRD 332037 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34677 | Current Equity Partners, Llc CRD 337402 | Manhattan Beach, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34678 | Curry Global Enterprise, Llc CRD 335148 | Investment Adviser | — | 0 | 1 | 12/03/2025 | ☆ | ||
| 34679 | Cursor Capital Management, Llc CRD 342799 | Investment Adviser | — | 07/03/2026 | ☆ | ||||
| 34680 | Curtain Wealth Planning L.L.C. CRD 327595 | Investment Adviser | — | 1 | 08/13/2026 | ☆ | |||
| 34681 | Curtis Owen Root CRD 305455 | Tuscola, IL | Investment Adviser | — | 1 | 12/20/2019 | ☆ | ||
| 34682 | Curtis, David Scott CRD 313258 | Insurance-Affiliated | — | 1 | 05/09/2026 | ☆ | |||
| 34683 | Curve Partners Management Llc CRD 338000 | Alpine, UT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34684 | Cusana Capital Llp CRD 331834 | London | Investment Adviser | — | 06/09/2026 | ☆ | |||
| 34685 | Custom Fit Financial Llc CRD 332622 | Cedar Rapids, IA | Investment Adviser | — | 25 | 1 | 07/10/2026 | ☆ | |
| 34686 | Cuthbert Financial Guidance, Inc. CRD 130006 | Portland, OR | Investment Adviser | — | 3 | 01/15/2026 | ☆ | ||
| 34687 | Cutting Edge Capital Partners (Manco), Limited CRD 340509 | St. Helier | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 34688 | Cutting Horse Ventures Management Llc CRD 333655 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34689 | Cuvm, Llc CRD 319710 | Mequon, WI | Investment Adviser | — | 09/11/2025 | ☆ | |||
| 34690 | Cv Access Fund Gp, Llc CRD 342982 | Houston, TX | Investment Adviser | — | 06/17/2026 | ☆ | |||
| 34691 | Cv 11 Capital Management Llc CRD 337365 | Investment Adviser | — | 06/23/2026 | ☆ | ||||
| 34692 | Cv Pc (Cayman) Gp, Ltd CRD 339668 | George Town | Investment Adviser | — | 06/09/2026 | ☆ | |||
| 34693 | Cv19 Venture Manager Llc CRD 334023 | New York, NY | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 34694 | Cv2 M, Llc CRD 339079 | Santa Monica, CA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 34695 | Cvc Advisers Jersey Limited CRD 296266 | St. Helier | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34696 | Cvc Capital Partners Advisory Company Limited CRD 161620 | St. Helier | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34697 | Cvc Manager, Llc CRD 305012 | Milwaukee, WI | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34698 | Cve Capital Corp. CRD 299586 | Austin, TX | Investment Adviser | — | 04/08/2024 | ☆ | |||
| 34699 | Cvf Capital Partners, Inc. CRD 164965 | Davis, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34700 | Cvp Management, Inc. CRD 169433 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ |