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 |
|---|---|---|---|---|---|---|---|---|---|
| 34751 | Conegliano Ventures, Llc CRD 288138 | New York, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34752 | Conestoga Endeavors Llc CRD 158981 | Exton, PA | Insurance-Affiliated | — | 1 | 03/31/2026 | ☆ | ||
| 34753 | Conestoga Wealth Partners, Llc CRD 301964 | Gig Harbor, WA | Investment Adviser | — | 6 | 03/10/2026 | ☆ | ||
| 34754 | Confiance Investment Counsel, Llc CRD 153222 | Investment Adviser | — | 0 | 07/27/2023 | ☆ | |||
| 34755 | Congruent Investment Partners, Llc CRD 155803 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34756 | Congruent Management, Llc CRD 288096 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34757 | Conklin Financial Planning, Llc CRD 148755 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 34758 | Conklin Shure Financial Llc CRD 316605 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 34759 | Conley, William J. CRD 154613 | Beaverton, OR | Investment Adviser | — | 8 | 1 | 01/22/2026 | ☆ | |
| 34760 | Connect Ventures Management Company, Llc CRD 340695 | Los Angeles, CA | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 34761 | Connected Capital Private Fund Advisor Llc CRD 329510 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34762 | Connecticut Cambridge Advisors, Llc CRD 127744 | Investment Adviser | — | 1 | 08/02/2024 | ☆ | |||
| 34763 | Connell Financial Services, Llc CRD 338649 | Investment Adviser | — | 1 | 09/10/2025 | ☆ | |||
| 34764 | Conquer Investments, Llc CRD 329615 | Oklahoma City, OK | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34765 | Conscience Investment Strategies, Llc CRD 315810 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34766 | Conscious Venture Partners, Llc CRD 334237 | Baltimore, MD | Investment Adviser | — | 08/12/2026 | ☆ | |||
| 34767 | Consequent Capital Investments, Llc CRD 293351 | Atlanta, GA | Investment Adviser | — | 07/01/2026 | ☆ | |||
| 34768 | Consequent Capital Management, Llc CRD 285262 | Atlanta, GA | Investment Adviser | — | 3 | 07/01/2026 | ☆ | ||
| 34769 | Consolidated Equity Iii Advisory Ab CRD 335589 | Stockholm, Uppland | Investment Adviser | — | 07/03/2025 | ☆ | |||
| 34770 | Consolidated Financial Management Corp. CRD 119181 | Beaverton, OR | Investment Adviser | — | 6 | 06/23/2026 | ☆ | ||
| 34771 | Consolidation Et Developpement Gestion CRD 319380 | Paris | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34772 | Consonant Ventures Management, Llc CRD 338708 | New York, NY | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 34773 | Consortium Capital Management Llc CRD 341193 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 34774 | Constellation Capital Group, Llc CRD 327822 | Sugar Land, TX | Investment Adviser | — | 04/02/2024 | ☆ | |||
| 34775 | Constellation Ventures, Llc CRD 340635 | San Francisco, CA | Investment Adviser | — | 08/05/2026 | ☆ | |||
| 34776 | Construct Capital Management, Llc CRD 310594 | Washington, DC | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34777 | Constructor Capital I Gp Ltd. CRD 329251 | Grand Cayman | Investment Adviser | — | 01/21/2026 | ☆ | |||
| 34778 | Consulta Limited CRD 318927 | London | Investment Adviser | — | 08/13/2026 | ☆ | |||
| 34779 | Conte Asset Management, Llc CRD 306878 | Investment Adviser | — | 4 | 1 | 04/01/2026 | ☆ | ||
| 34780 | Contemporary Healthcare Capital, Llc CRD 293823 | Chattanooga, TN | Investment Adviser | — | 03/01/2024 | ☆ | |||
| 34781 | Conteur Capital Partners Llc CRD 334620 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 34782 | Context Ventures, Llc CRD 316561 | Auburn, WA | Investment Adviser | — | 03/27/2024 | ☆ | |||
| 34783 | Continuum Capital Advisory, Llc CRD 153080 | Rock Hill, SC | Investment Adviser | — | 2 | 04/21/2026 | ☆ | ||
| 34784 | Continuum Investment Group Llc CRD 330646 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 34785 | Continuum Management Partners Llc CRD 326673 | Chicago, IL | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 34786 | Contos Capital Llc CRD 333669 | Investment Adviser | — | 05/13/2026 | ☆ | ||||
| 34787 | Contour Management Llc CRD 162419 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34788 | Contra Partnership Management Llc CRD 337982 | Investment Adviser | — | 05/13/2026 | ☆ | ||||
| 34789 | Contrarian Thinking Capital, Llc CRD 321673 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 34790 | Convective Capital Management, Llc CRD 324626 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34791 | Converge Management Company, Lp CRD 301982 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34792 | Convergency Partners Advisors Llc CRD 326447 | Boston, MA | Investment Adviser | — | 1 | 4 | 03/16/2026 | ☆ | |
| 34793 | Convergent Finance, Llp CRD 320731 | Mumbai | Investment Adviser | — | 06/17/2026 | ☆ | |||
| 34794 | Convergent Ventures Llc CRD 326986 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 34795 | Convergent Wealth Advisors Inc CRD 336657 | Denver, CO | Broker-Dealer (Dually Registered) | — | 05/08/2025 | ☆ | |||
| 34796 | Conversion Capital, Llc CRD 301524 | Fulton, MD | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34797 | Conviction Partners, Llc CRD 324113 | San Francisco, CA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34798 | Convoi Ventures, Llc CRD 320641 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34799 | Cook Wealth Management, Llc CRD 319523 | Investment Adviser | — | 1 | 04/20/2026 | ☆ | |||
| 34800 | Cool Climate Collective, Llc CRD 326850 | Investment Adviser | — | 02/08/2026 | ☆ |