AUMdb

Investment advisers

45,247 firms from SEC Form ADV filings

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Profiles and source records remain public on every plan.

#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
34701 Committed Advisors S.A.S. CRD 172635 Paris Investment Adviser — 03/31/2026 ☆
34702 Committed Capital Management, Llc CRD 342059 Investment Adviser — 04/13/2026 ☆
34703 Commodity Capital Management, Llc CRD 325589 Investment Adviser — 01/31/2026 ☆
34704 Common Cents Financial Planning Llc CRD 332105 Abita Springs, LA Investment Adviser — 0 1 05/20/2026 ☆
34705 Commoner Capital Llc CRD 337786 Investment Adviser — 03/26/2026 ☆
34706 Commonkind Mgmt Co, Llc CRD 338280 Los Angeles, CA Investment Adviser — 03/24/2026 ☆
34707 Commonview Capital Llc CRD 290040 Investment Adviser — 03/24/2026 ☆
34708 Commonweal Ventures Management, Llc CRD 334257 New York, NY Investment Adviser — 03/26/2026 ☆
34709 Commonwealth Investment Advisory Llc CRD 315266 Investment Adviser — 1 07/16/2026 ☆
34710 Commonwealth Venture Management Corp. CRD 161567 Woburn, MA Investment Adviser — 03/16/2026 ☆
34711 Communication Capital Partners, Llc CRD 162954 Chevy Chase, MD Investment Adviser — 03/05/2026 ☆
34712 Communitas Capital Partners, Llc CRD 318772 New York, NY Investment Adviser — 03/26/2026 ☆
34713 Communitas Financial Planning Pbc CRD 157708 Investment Adviser — 2 03/23/2026 ☆
34714 Community Access Management Iii Llc CRD 327370 Investment Adviser — 03/12/2024 ☆
34715 Community Access Management Llc CRD 327371 Investment Adviser — 02/29/2024 ☆
34716 Community Capital Advisors Llc CRD 342301 New York, NY Investment Adviser — 4 07/02/2026 ☆
34717 Community Tailored Opportunities Llc CRD 329076 New York, NY Investment Adviser — 03/31/2026 ☆
34718 Como Asset Management Ii, Llc CRD 307503 Chicago, IL Investment Adviser — 02/10/2026 ☆
34719 Compa Capital Gp, Llc CRD 321774 Los Angeles, CA Investment Adviser — 03/16/2026 ☆
34720 Company Venture Capital Management, Llc CRD 299250 New York, NY Investment Adviser — 08/05/2026 ☆
34721 Companyon Ventures Management, L.L.C. CRD 307354 Boston, MA Investment Adviser — 03/31/2026 ☆
34722 Compass Advisory Partners Llc CRD 119377 Cookeville, TN Investment Adviser — 6 03/03/2026 ☆
34723 Compass Coaching And Consulting, Llc CRD 327213 Tulsa, OK Investment Adviser — 4 03/18/2026 ☆
34724 Compass Planning, Llc CRD 338524 Ashland, OH Investment Adviser — 0 1 04/13/2026 ☆
34725 Compass Point Asset Management, Llc CRD 172702 Washington, DC Investment Adviser — 06/24/2026 ☆
34726 Compass Rose Financial Planning, Inc. CRD 144566 Palm Springs, CA Investment Adviser — 2 03/16/2026 ☆
34727 Compass Wealth Management, Llc CRD 136273 Rutherford, NJ Investment Adviser — 2 01/22/2026 ☆
34728 Complete Financial Partners Llc CRD 343288 Investment Adviser — 1 08/28/2026 ☆
34729 Complexitas Fund Management Llc CRD 343755 Investment Adviser — 07/22/2026 ☆
34730 Composability Gp Limited CRD 319734 Gibraltar Investment Adviser — 02/27/2026 ☆
34731 Composite Capital Management (Sg) Pte. Ltd. CRD 337252 Singapore Investment Adviser — 03/09/2026 ☆
34732 Composite Ventures Group, Llc CRD 310718 Jackson, WY Investment Adviser — 03/31/2026 ☆
34733 Compositecap, Llc CRD 343141 Investment Adviser — 06/24/2026 ☆
34734 Compound Capital Holdings Llc CRD 338498 Washington, DC Investment Adviser — 03/30/2026 ☆
34735 Compound Capital Management Llc CRD 163159 Nashville, TN Investment Adviser — 03/06/2026 ☆
34736 Compound27 Management, Llc CRD 334992 Washington, DC Investment Adviser — 01/27/2026 ☆
34737 Comprehensive Advisors, Llc CRD 289316 Lansdale, PA Investment Adviser — 53 7 02/02/2026 ☆
34738 Comprehensive Financial Planning For Doctors, Llc CRD 316859 Investment Adviser — 0 1 03/31/2026 ☆
34739 Comprehensive Planning, Inc. CRD 123352 Insurance-Affiliated — 0 1 09/16/2019 ☆
34740 Comprehensive Wealth Management Group, Llc CRD 140510 Staten Island, NY Insurance-Affiliated — 30 0 09/15/2022 ☆
34741 Compton Financial Group, Llc CRD 319442 Kennewick, WA Insurance-Affiliated — 5 03/26/2026 ☆
34742 Computer Science Graduate Ventures Management, Llc CRD 317640 San Francisco, CA Investment Adviser — 05/28/2026 ☆
34743 Concentrated Risk Solutions Inc. CRD 171758 Insurance-Affiliated — 2 01/22/2026 ☆
34744 Concentric Team Llp CRD 331298 London Investment Adviser — 05/28/2025 ☆
34745 Concierge Financial Planning, Llc CRD 151258 Investment Adviser — 29 1 03/01/2026 ☆
34746 Concorde Capital Corporation CRD 163527 Dallas, TX Investment Adviser — 03/31/2026 ☆
34747 Concordia Investment Advisors, Llc CRD 291775 Woodland Hills, CA Investment Adviser — 0 1 06/10/2026 ☆
34748 Condesa Capital Management, Llc CRD 318814 San Francisco, CA Investment Adviser — 05/14/2026 ☆
34749 Conductor Capital Management, Llc CRD 334351 Durham, NC Investment Adviser — 03/27/2026 ☆
34750 Conduit Cp Investment I Llc CRD 339847 Alamo, CA Investment Adviser — 03/10/2026 ☆