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 |
|---|---|---|---|---|---|---|---|---|---|
| 34801 | David S Peartree Dba Peartree Advisory CRD 335723 | Rochester, NY | Investment Adviser | — | 0 | 1 | 03/04/2026 | ☆ | |
| 34802 | David's Planning Services, Llc CRD 173609 | Investment Adviser | — | 1 | 01/20/2026 | ☆ | |||
| 34803 | David, Alan Russell CRD 155700 | San Jose, CA | Investment Adviser | — | 1 | 01/07/2026 | ☆ | ||
| 34804 | Davide Leone And Partners Investment Company Ltd CRD 301102 | London, England | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 34805 | Davie Kaplan Wealth Care Advisors, Llc CRD 140436 | Rochester, NY | Insurance-Affiliated | — | 16 | 03/31/2026 | ☆ | ||
| 34806 | Davis Wealth Management, Llc CRD 121053 | Richfield, OH | Investment Adviser | — | 1 | 04/13/2026 | ☆ | ||
| 34807 | Dawkins Advisory Group, Llc CRD 333233 | Investment Adviser | — | 4 | 02/23/2026 | ☆ | |||
| 34808 | Dawn Capital Llp CRD 301880 | London | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 34809 | Dawn Strachan CRD 132010 | Torrance, CA | Investment Adviser | — | 1 | 05/28/2025 | ☆ | ||
| 34810 | Dawnbox Management, Llc CRD 333319 | Medford, MA | Investment Adviser | — | 03/28/2025 | ☆ | |||
| 34811 | Dawson James Asset Management, Inc. CRD 135259 | Boca Raton, FL | Investment Adviser | — | 0 | 7 | 03/02/2026 | ☆ | |
| 34812 | Day One Ventures Management Llc CRD 290294 | Investment Adviser | — | 03/19/2026 | ☆ | ||||
| 34813 | Daybreak Ventures Management, Llc CRD 321181 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 34814 | Daydream Ventures Management Company Llc CRD 331651 | San Jose, CA | Investment Adviser | — | 05/12/2025 | ☆ | |||
| 34815 | Daylight Capital, Llc CRD 316211 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34816 | Dayone Capital Fund I Gp Ltd CRD 319610 | Grand Cayman | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34817 | Dayone Capital Investment Limited CRD 319612 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34818 | Dayone Capital Management Limited CRD 319613 | Grand Cayman | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34819 | Dayton Craft Manager, Llc CRD 341800 | Santa Monica, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34820 | Dba Asset Management, Llc CRD 328018 | New York, NY | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 34821 | Dbafc, L.L.C. CRD 310088 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34822 | Dbay Advisors Limited CRD 172833 | Douglas | Investment Adviser | — | 04/22/2026 | ☆ | |||
| 34823 | Dbf Gp, Llc CRD 339282 | Investment Adviser | — | 01/21/2026 | ☆ | ||||
| 34824 | Dbia, Llc. CRD 125659 | Investment Adviser | — | 2 | 04/12/2023 | ☆ | |||
| 34825 | Dbl Investors, Llc CRD 144878 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34826 | Dbl Management Llc CRD 174991 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34827 | Dc (India) Advisors Llp CRD 309191 | Pune | Investment Adviser | — | 07/03/2026 | ☆ | |||
| 34828 | Dca Advisory, Llc CRD 316832 | Investment Adviser | — | 1 | 1 | 03/30/2026 | ☆ | ||
| 34829 | Dca Management Company, Inc. CRD 165633 | Roseville, CA | Investment Adviser | — | 05/08/2023 | ☆ | |||
| 34830 | Dchained Capital, Llc CRD 315308 | Investment Adviser | — | 04/07/2025 | ☆ | ||||
| 34831 | Dci Fund Gp Llc CRD 340353 | Palo Alto, CA | Investment Adviser | — | 04/15/2026 | ☆ | |||
| 34832 | Dcm Management, L.P. CRD 160285 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34833 | Dcmb Llc CRD 305567 | Stamford, CT | Investment Adviser | — | 05/30/2023 | ☆ | |||
| 34834 | Dcode Capital Management Llc CRD 329590 | Washington, DC | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 34835 | Dcp Management, Ltd. CRD 292773 | Camana Bay, Grand Cayman | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 34836 | Dcvc Bio Management Co, Llc CRD 297640 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34837 | Dcvc Management Co, Llc CRD 167441 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34838 | Dd Ecosystem Mc, Llc CRD 342771 | San Mateo, CA | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 34839 | Ddr Advisors Llc CRD 319272 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 34840 | Dds Investment Management, Inc. CRD 115503 | Northbrook, IL | Investment Adviser | — | 2 | 02/26/2026 | ☆ | ||
| 34841 | Dearfield Capital Management, Llc CRD 324784 | Denver, CO | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 34842 | Debanyfinancial Group, Llc CRD 128277 | Tarrytown, NY | Insurance-Affiliated | — | 1 | 02/12/2025 | ☆ | ||
| 34843 | Debuey, Llc CRD 286154 | Mequon, WI | Investment Adviser | — | 04/17/2018 | ☆ | |||
| 34844 | Debussy Capital Management Lp CRD 160150 | Chicago, IL | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 34845 | Decennia Capital Management, Llc CRD 332872 | Tomball, TX | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34846 | Decennial Fund Management Lp CRD 300805 | Chicago, IL | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34847 | Decentral Park Advisors, Llc CRD 292576 | Washington, DC | Investment Adviser | — | 04/09/2025 | ☆ | |||
| 34848 | Decibel Partners, Llc CRD 308477 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 34849 | Deciens Capital Management, Llc CRD 294047 | Investment Adviser | — | 05/20/2026 | ☆ | ||||
| 34850 | Deciens Capital Partners, Llc CRD 310812 | Investment Adviser | — | 05/20/2026 | ☆ |