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 |
|---|---|---|---|---|---|---|---|---|---|
| 34901 | Cpep Manager Inc. CRD 342800 | Toronto | Investment Adviser | — | 09/18/2026 | ☆ | |||
| 34902 | Cpg Capital Advisors, Llc CRD 331261 | Dallas, TX | Investment Adviser | — | 10/11/2024 | ☆ | |||
| 34903 | Cph Advisors, L.P. CRD 329920 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34904 | Cpi Capital Services Llc CRD 331203 | New York, NY | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 34905 | Cpl Guernsey Limited CRD 312394 | St. Peter Port | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 34906 | Cqs (Uk) Llp CRD 282124 | London | Broker-Dealer (Dually Registered) | — | 06/22/2026 | ☆ | |||
| 34907 | Cr Ventures Management, Llc CRD 319360 | Havertown, PA | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 34908 | Crabel Capital Management, Llc CRD 167332 | Los Angeles, CA | Investment Adviser | — | 6 | 60 | 07/16/2026 | ☆ | |
| 34909 | Cracks Fund Management, Llc CRD 321199 | Investment Adviser | — | 02/20/2026 | ☆ | ||||
| 34910 | Cradle Capital Corp CRD 343504 | Investment Adviser | — | 4 | 1 | 09/25/2026 | ☆ | ||
| 34911 | Craft Ventures Management Lp CRD 292571 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34912 | Craftsman Management Llc CRD 299245 | San Ramon, CA | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 34913 | Craig Burdo Llc CRD 332858 | Palm Beach Gardens, FL | Investment Adviser | — | 07/16/2025 | ☆ | |||
| 34914 | Craig Drill Capital Corporation CRD 163355 | New York, NY | Investment Adviser | — | 02/14/2024 | ☆ | |||
| 34915 | Craig Hallum Advisors Llc CRD 326968 | New York, NY | Investment Adviser | — | 0 | 1 | 03/19/2026 | ☆ | |
| 34916 | Crake Asset Management Llp CRD 304493 | London | Investment Adviser | — | 06/09/2026 | ☆ | |||
| 34917 | Crandell Financial Planning, Llc CRD 116705 | Bristol, TN | Investment Adviser | — | 40 | 1 | 03/03/2026 | ☆ | |
| 34918 | Crane Venture Partners Llp CRD 297067 | London | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34919 | Cratty & Swanson Advisors L.L.C. CRD 283587 | Las Cruces, NM | Insurance-Affiliated | — | 2 | 04/24/2026 | ☆ | ||
| 34920 | Crawley, Josh CRD 288613 | Bluffdale, UT | Investment Adviser | — | 3 | 1 | 04/21/2026 | ☆ | |
| 34921 | Crc Management Llc CRD 312889 | Las Vegas, NV | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34922 | Creacion Ventures Management Us Llc CRD 313672 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34923 | Creacion Ventures Management, Llc CRD 309866 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34924 | Creador Sdn Bhd CRD 170328 | Kuala Lumpur | Investment Adviser | — | 06/04/2026 | ☆ | |||
| 34925 | Creaegis Advisors Pte. Ltd. CRD 336485 | Singapore | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 34926 | Creandum Fund Manager Ab CRD 330446 | Stockholm | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34927 | Creandum Iii Advisor Ab CRD 308517 | Stockholm | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34928 | Creandum Iv Advisor Ab CRD 308519 | Stockholm | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34929 | Creandum V Advisor Ab CRD 306543 | Stockholm | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34930 | Create Health Ventures Llc CRD 317523 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 34931 | Creationsvc Management Llc CRD 329037 | Scottsdale, AZ | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34932 | Creatis Manager Llc CRD 286466 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34933 | Creative Climate Capital, Llc CRD 328666 | Long Valley, NJ | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 34934 | Creative Financial Advisor Group Llc CRD 322212 | Investment Adviser | — | 0 | 1 | 03/02/2026 | ☆ | ||
| 34935 | Creative Financial Concepts, Inc. CRD 144618 | Wilmington, DE | Investment Adviser | — | 1 | 07/15/2026 | ☆ | ||
| 34936 | Creative Financial Partners, Inc CRD 307502 | Atlanta, GA | Insurance-Affiliated | — | 3 | 08/25/2026 | ☆ | ||
| 34937 | Creative Financial Solutions, Llc CRD 120153 | Washington C. H., OH | Investment Adviser | — | 4 | 03/31/2026 | ☆ | ||
| 34938 | Creative Money Llc CRD 284357 | Investment Adviser | — | 413 | 5 | 09/24/2026 | ☆ | ||
| 34939 | Creative Planning Solutions, Inc CRD 310315 | Grand Terrace, CA | Investment Adviser | — | 20 | 1 | 01/16/2026 | ☆ | |
| 34940 | Creative Ventures Management, Llc CRD 325520 | Oakland, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 34941 | Creative Wealth Media Advisors Inc. CRD 316725 | Toronto, Ontario | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34942 | Creator Partners Holdings, Llc CRD 337891 | Investment Adviser | — | 07/31/2025 | ☆ | ||||
| 34943 | Creatorled Ventures, Llc CRD 322072 | Investment Adviser | — | 03/15/2026 | ☆ | ||||
| 34944 | Creci Venture Partners, Llc CRD 334425 | Austin, TX | Investment Adviser | — | 07/11/2025 | ☆ | |||
| 34945 | Credence Rock Capital Management, Llc CRD 173264 | College Station, TX | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 34946 | Credentia Group, Llc CRD 170587 | Investment Adviser | — | 06/29/2026 | ☆ | ||||
| 34947 | Credere Capital Llp CRD 289741 | London, London | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 34948 | Credit Frontier Hong Kong Limited CRD 300468 | Hong Kong | Investment Adviser | — | 05/03/2024 | ☆ | |||
| 34949 | Credit Industriel Et Commercial, Sa CRD 282697 | Paris | Bank | — | 03/12/2026 | ☆ | |||
| 34950 | Creditease Urbanite Capital, Llc CRD 292006 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ |