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 |
|---|---|---|---|---|---|---|---|---|---|
| 34851 | Cortez Wealth Advisors Llc CRD 285131 | Oldsmar, FL | Investment Adviser | — | 1 | 03/27/2026 | ☆ | ||
| 34852 | Cortical Ventures Management, Llc CRD 316775 | Investment Adviser | — | 03/28/2026 | ☆ | ||||
| 34853 | Corto Capital Advisors Llc CRD 328323 | Investment Adviser | — | 3 | 1 | 05/13/2026 | ☆ | ||
| 34854 | Corton Capital Llc CRD 321889 | São Paulo | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 34855 | Corum Asset Management Sas CRD 282845 | Paris | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34856 | Corundum Partners, Inc. CRD 282191 | Colorado Springs, CO | Investment Adviser | — | 07/15/2026 | ☆ | |||
| 34857 | Cosimo Venture Partners L.P. CRD 297914 | Boston, MA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 34858 | Cosmic Management, Llc CRD 308528 | West Hollywood, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34859 | Cosmic Venture Partners Llc CRD 327429 | Investment Adviser | — | 04/10/2025 | ☆ | ||||
| 34860 | Cosmos Management Llc CRD 340741 | Austin, TX | Investment Adviser | — | 02/22/2026 | ☆ | |||
| 34861 | Costa, Andre Luiz Ferreira Da CRD 289590 | Goiani, Goias | Insurance-Affiliated | — | 2 | 01/17/2026 | ☆ | ||
| 34862 | Costanoa Venture Capital Management, Llc CRD 164808 | Palo Alto, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34863 | Coston And Mcisaac Investment Advisers, Llc CRD 109730 | Bar Harbor, ME | Investment Adviser | — | 3 | 01/14/2026 | ☆ | ||
| 34864 | Cotton Creek Capital Management, Llc CRD 288915 | Dallas, TX | Investment Adviser | — | 07/29/2026 | ☆ | |||
| 34865 | Cottonwood Capital Group, Llc CRD 327911 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34866 | Cottonwood Capital Partners Iii, Llc CRD 319739 | Santa Fe, NM | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 34867 | Cottonwood Capital Partners Iv, Llc CRD 336442 | Santa Fe, NM | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 34868 | Coughdrop Capital Advisors Llc CRD 318869 | Investment Adviser | — | 04/14/2026 | ☆ | ||||
| 34869 | Council Oaks Partners, Llc CRD 332138 | Austin, TX | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34870 | Count Your Beans Financial Planning Llc CRD 336344 | Investment Adviser | — | 1 | 02/23/2026 | ☆ | |||
| 34871 | Countdown Capital Management Ii, Llc CRD 318731 | Investment Adviser | — | 02/22/2026 | ☆ | ||||
| 34872 | Counterframe Capital Management Llc CRD 342900 | Investment Adviser | — | 09/21/2026 | ☆ | ||||
| 34873 | Counterpart Management Company, Llc CRD 310398 | San Francisco, CA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34874 | Countervail Capital, Llc CRD 334507 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 34875 | Countervew Capital Management Llc CRD 307449 | Jericho, NY | Investment Adviser | — | 02/25/2026 | ☆ | |||
| 34876 | Counterwave Capital Management Llc CRD 321947 | Seoul | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34877 | Courizon Partners Lp CRD 340510 | New York, NY | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34878 | Courtesy Investment Advisory Services Llc CRD 143671 | Deerfield Beach, FL | Investment Adviser | — | 13 | 03/31/2026 | ☆ | ||
| 34879 | Courtside Ventures Management, Llc CRD 306603 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34880 | Cousins & Co Asset Management Gp Llc CRD 338660 | Ashburn, VA | Investment Adviser | — | 01/02/2026 | ☆ | |||
| 34881 | Covalence Capital, Llc CRD 299555 | Investment Adviser | — | 03/31/2019 | ☆ | ||||
| 34882 | Covell Financial, Llc CRD 306279 | Mandeville, LA | Investment Adviser | — | 0 | 1 | 03/16/2023 | ☆ | |
| 34883 | Covemark Investment Manager Llc CRD 300806 | Dallas, TX | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 34884 | Covenant Venture Capital, Llc CRD 316578 | Wilmington, NC | Investment Adviser | — | 04/22/2026 | ☆ | |||
| 34885 | Covepilot, Llc CRD 336591 | Fredericksburg, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34886 | Covered Bridge Financial Llc CRD 142492 | Investment Adviser | — | 0 | 03/23/2026 | ☆ | |||
| 34887 | Coveredbridge, Llc CRD 304069 | Milwaukee, WI | Investment Adviser | — | 0 | 1 | 05/07/2026 | ☆ | |
| 34888 | Covey, Kathleen Ann CRD 135454 | Insurance-Affiliated | — | 20 | 1 | 05/18/2026 | ☆ | ||
| 34889 | Covian Capital Group Llc CRD 335208 | La Jolla, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 34890 | Cow Corner Investing Ltd CRD 319546 | Brighton, East Sussex | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 34891 | Cowboy Capital, Llc CRD 165571 | Palo Alto, CA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 34892 | Cox Capital General Partner, L.L.C. CRD 316237 | Philadelphia, PA | Investment Adviser | — | 07/02/2026 | ☆ | |||
| 34893 | Coyote Ventures Management Company, Llc CRD 316270 | Investment Adviser | — | 03/15/2026 | ☆ | ||||
| 34894 | Cozzene Advisors Inc. CRD 125915 | White Plains, NY | Investment Adviser | — | 1 | 03/31/2026 | ☆ | ||
| 34895 | Cp Capital Group Llc CRD 331147 | Dallas, TX | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 34896 | Cpa Allies, Llc CRD 286120 | Atlanta, GA | Insurance-Affiliated | — | 0 | 1 | 03/28/2026 | ☆ | |
| 34897 | Cpa Wealth Advisors, Llc CRD 170129 | Atlanta, GA | Investment Adviser | — | 2 | 03/17/2025 | ☆ | ||
| 34898 | Cpc Financial Planning, Inc CRD 119150 | King Of Prussia, PA | Insurance-Affiliated | — | 6 | 03/23/2026 | ☆ | ||
| 34899 | Cpe Funds Management Limited CRD 295619 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34900 | Cpec Financial Services Pty Ltd CRD 162126 | Sydney, Nsw | Investment Adviser | — | 08/19/2026 | ☆ |