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 |
|---|---|---|---|---|---|---|---|---|---|
| 34751 | Dan M. Wahba Financial Services, Llc CRD 147964 | Insurance-Affiliated | — | 05/30/2012 | ☆ | ||||
| 34752 | Dan Mirgon, Llc Dba Dan Mirgon & Associates CRD 329112 | Insurance-Affiliated | — | 0 | 1 | 02/28/2025 | ☆ | ||
| 34753 | Dan Steel Management Advisers, Llc CRD 319168 | Henderson, NV | Investment Adviser | — | 03/09/2022 | ☆ | |||
| 34754 | Dana Whiting Financial, Llc CRD 164151 | Scottsdale, AZ | Investment Adviser | — | 1 | 03/26/2026 | ☆ | ||
| 34755 | Dancing Man Llc CRD 310705 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 34756 | Dangerous Ventures Management Company, Llc CRD 323850 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34757 | Danhua Capital Management, Llc CRD 170108 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34758 | Daniel Financial Group, Inc. CRD 154906 | Little Rock, AR | Insurance-Affiliated | — | 2 | 02/26/2026 | ☆ | ||
| 34759 | Daniel M. Stern, Llc CRD 135877 | Investment Adviser | — | 1 | 03/28/2026 | ☆ | |||
| 34760 | Daniel P. Laframboise, Inc. CRD 289085 | San Diego, CA | Investment Adviser | — | 135 | 2 | 07/23/2026 | ☆ | |
| 34761 | Daniel Sant Cpa Llc CRD 314676 | Shreveport, LA | Investment Adviser | — | 5 | 05/04/2021 | ☆ | ||
| 34762 | Daniel, Dean Allen CRD 159487 | Investment Adviser | — | 1 | 09/17/2025 | ☆ | |||
| 34763 | Dao Trading & Advisory Inc. CRD 321953 | Investment Adviser | — | 0 | 1 | 04/09/2026 | ☆ | ||
| 34764 | Daobit Holdings Limited CRD 339212 | Denver, CO | Investment Adviser | — | 10/13/2025 | ☆ | |||
| 34765 | Daoyi Asset Management Limited CRD 341482 | Hong Kong | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 34766 | Daphni Sas CRD 299393 | Paris | Investment Adviser | — | 04/12/2021 | ☆ | |||
| 34767 | Dar Investment Management Llc CRD 341899 | Investment Adviser | — | 07/02/2026 | ☆ | ||||
| 34768 | Dar'shun Kendrick CRD 306331 | Investment Adviser | — | 1 | 10/10/2023 | ☆ | |||
| 34769 | Daraja Capital Partners Lp CRD 326735 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34770 | Darby Investment Services Llc CRD 312457 | Woodbury, NJ | Investment Adviser | — | 0 | 1 | 06/25/2024 | ☆ | |
| 34771 | Darcy Brix Investment Representative, Inc CRD 166783 | Willoughby, OH | Investment Adviser | — | 4 | 01/04/2024 | ☆ | ||
| 34772 | Dark Horse Capital Management Llc CRD 321156 | Chadds Ford, PA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34773 | Dark Pool Capital Llc CRD 339561 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 34774 | Darlington Capital Management, Llc CRD 325228 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34775 | Darrock, Llc CRD 340896 | Kadikoy | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 34776 | Dart Labs Sf Llc CRD 325462 | San Francisco, CA | Investment Adviser | — | 04/01/2025 | ☆ | |||
| 34777 | Darwin And Wolf, Llc CRD 320640 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 34778 | Darwin Capital Partners, Inc. CRD 341639 | Tokyo | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 34779 | Darwin Global Management Limited CRD 312512 | St. Helier, Channel Islands | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34780 | Dasein Partners Llc CRD 335158 | Tampa, FL | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 34781 | Dash Fund Management, Llc CRD 315795 | Investment Adviser | — | 03/16/2022 | ☆ | ||||
| 34782 | Dash Vc, Llc CRD 327577 | Investment Adviser | — | 03/17/2026 | ☆ | ||||
| 34783 | Dashmore Capital Llc CRD 318135 | Investment Adviser | — | 03/17/2025 | ☆ | ||||
| 34784 | Dassnar Hathaway Capital Llc CRD 333612 | Houston, TX | Investment Adviser | — | 10/17/2024 | ☆ | |||
| 34785 | Data Driven Investments, Llc CRD 340493 | Investment Adviser | — | 06/16/2026 | ☆ | ||||
| 34786 | Data Point Management Company, Llc CRD 164853 | Boston, MA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34787 | Data Tech Fund Llc CRD 315358 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34788 | Datadriven Advisor, Llc CRD 302009 | Investment Adviser | — | 2 | 1 | 06/23/2026 | ☆ | ||
| 34789 | Datalign Advisory, Inc. CRD 317004 | Cambridge, MA | Investment Adviser | — | 21 | 06/02/2026 | ☆ | ||
| 34790 | Datapoint Financial Planning, Llc CRD 316445 | Investment Adviser | — | 1 | 08/03/2026 | ☆ | |||
| 34791 | Datapower Ventures Advisors Llc CRD 334379 | New York, NY | Investment Adviser | — | 07/01/2026 | ☆ | |||
| 34792 | Datatribe Foundry, Llc CRD 315206 | Fulton, MD | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34793 | Datatribe Opportunities Management, Llc CRD 316737 | Jackson, WY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34794 | David A. Royal & Associates, Inc. CRD 135663 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 34795 | David Adam Sterman CRD 292553 | Investment Adviser | — | 1 | 05/21/2026 | ☆ | |||
| 34796 | David Capital Partners, Llc CRD 291910 | Chicago, IL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34797 | David Group Capital Management Ltd. CRD 342927 | Herzliya | Investment Adviser | — | 07/03/2026 | ☆ | |||
| 34798 | David Hajdasz CRD 111791 | Investment Adviser | — | 5 | 1 | 01/02/2026 | ☆ | ||
| 34799 | David Kubicek, L.L.C, CRD 123977 | Farmington Hills, MI | Investment Adviser | — | 0 | 1 | 03/25/2026 | ☆ | |
| 34800 | David N. Hainsworth, C.P.A., P.C. CRD 281182 | Fairfax, VA | Investment Adviser | — | 62 | 1 | 08/21/2026 | ☆ |