AUMdb

Investment advisers

45,247 firms from SEC Form ADV filings

Advanced market filters Pro · unlock

Profiles and source records remain public on every plan.

#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
35001 Crossroads Capital, Llc CRD 288241 Overland Park, KS Investment Adviser — 03/30/2026 ☆
35002 Crossroads Investments, Lp CRD 163426 Investment Adviser — 03/11/2026 ☆
35003 Crosstree Real Estate Partners Llp CRD 323173 London Investment Adviser — 06/26/2026 ☆
35004 Crossway Point Management Lp CRD 331006 Investment Adviser — 03/31/2026 ☆
35005 Crowd Approach Capital, Llc CRD 219519 Investment Adviser — 04/24/2015 ☆
35006 Crowdcent Llc CRD 314888 Greenwich, CT Investment Adviser — 03/12/2026 ☆
35007 Crown Haven Wealth Management Llc CRD 306691 Carmel, IN Investment Adviser — 394 4 03/16/2026 ☆
35008 Crown Lake Capital, Llc CRD 344748 Northbrook, IL Investment Adviser — 10/06/2026 ☆
35009 Crp Management Xi, Llc CRD 295970 Oklahoma City, OK Investment Adviser — 03/30/2026 ☆
35010 Crr Wealth Management, Llc CRD 174155 Wakefield, MA Investment Adviser — 2 03/30/2026 ☆
35011 Crucible Capital Management, Llc CRD 333178 Investment Adviser — 03/26/2026 ☆
35012 Crumpton Ventures Management, Llc CRD 340274 Austin, TX Investment Adviser — 04/01/2026 ☆
35013 Crux Capital Advisors, Llc. CRD 338451 New York, NY Investment Adviser — 09/01/2026 ☆
35014 Cruz, Reynaldo CRD 163356 Aurora, IL Insurance-Affiliated — 5 09/02/2026 ☆
35015 Crv, Llc CRD 160470 Palo Alto, CA Investment Adviser — 03/13/2026 ☆
35016 Cryder Capital Partners Llp CRD 268801 London Investment Adviser — 06/05/2026 ☆
35017 Crypfine Llc CRD 337415 Denver, CO Investment Adviser — 06/09/2025 ☆
35018 Crypto Lotus Llc CRD 289267 San Francisco, CA Investment Adviser — 03/31/2025 ☆
35019 Crypto Native Capital, Llc CRD 319723 Greenwich, CT Investment Adviser — 03/09/2026 ☆
35020 Crypto Yield Capital, Llc CRD 315713 Houston, TX Investment Adviser — 06/16/2026 ☆
35021 Cryptobull Capital Management Llc CRD 322207 Denver, CO Investment Adviser — 03/27/2026 ☆
35022 Cryptobyte Capital, Llc CRD 329925 Investment Adviser — 03/27/2026 ☆
35023 Cryptoorbit Ltd CRD 339203 Denver, CO Investment Adviser — 10/22/2025 ☆
35024 Crystal Towers Management Company Llc CRD 281204 Investment Adviser — 04/13/2026 ☆
35025 Crystal Venture Management, L.P. CRD 339641 New York, NY Investment Adviser — 01/12/2026 ☆
35026 Cs Investment Management Llc CRD 298508 Wilmington, DE Investment Adviser — 03/02/2026 ☆
35027 Cs United Club Ltd CRD 342212 New York, NY Investment Adviser — 04/14/2026 ☆
35028 Csg Wealth Management, Llc CRD 153482 Investment Adviser — 1 03/30/2026 ☆
35029 Csiof I Jersey Gp Limited CRD 163377 St Helier Investment Adviser — 03/20/2024 ☆
35030 Csp Advisor Lp CRD 321729 Wilmington, DE Investment Adviser — 05/05/2026 ☆
35031 Csp Mgmt Llc CRD 338953 New York, NY Investment Adviser — 01/06/2026 ☆
35032 Cst Advisory Services, Llc CRD 170232 Reston, VA Investment Adviser — 5 03/12/2026 ☆
35033 Csw Investment Services Inc. CRD 162942 Investment Adviser — 03/06/2026 ☆
35034 Csw Partners, Llc CRD 170085 Seattle, WA Investment Adviser — 1 01/23/2026 ☆
35035 Cta Financial Llc CRD 167417 New York, NY Investment Adviser — 10/06/2017 ☆
35036 Ctec.Ai, Llc CRD 297382 Seattle, WA Investment Adviser — 07/23/2018 ☆
35037 Ctg Evergreen Management Limited CRD 308878 Hong Kong Investment Adviser — 03/17/2026 ☆
35038 Ctt Advisors, Llc CRD 329740 Investment Adviser — 01/07/2026 ☆
35039 Cu Healthcare Innovation Management, Llc CRD 307949 Aurora, CO Investment Adviser — 03/31/2026 ☆
35040 Cu Investment Solutions Llc CRD 43753 Overland Park, KS Broker-Dealer (Dually Registered) — 0 5 12/11/2025 ☆
35041 Cuatro Capital Management Llc CRD 341787 San Juan, PR Investment Adviser — 07/24/2026 ☆
35042 Cube Infrastructure Managers CRD 163752 Luxembourg Investment Adviser — 03/30/2026 ☆
35043 Cubera Ix (Gp) Limited CRD 308399 St. Peter Port Investment Adviser — 03/06/2026 ☆
35044 Cubera Private Equity As CRD 286145 Oslo Investment Adviser — 03/24/2026 ☆
35045 Cubera Viii (Gp) Limited CRD 304027 St. Peter Port Investment Adviser — 03/06/2026 ☆
35046 Cubera X (Gp) Limited CRD 326676 St Peter Port Investment Adviser — 03/06/2026 ☆
35047 Cultivian Sandbox Venture Management Ii Llc CRD 292259 Chicago, IL Investment Adviser — 03/25/2026 ☆
35048 Cultivian Sandbox Venture Management, Llc CRD 168817 Chicago, IL Investment Adviser — 03/25/2026 ☆
35049 Cumbie Advisory Services, Inc CRD 142606 Fort Worth, TX Investment Adviser — 2 03/30/2026 ☆
35050 Cumulus Advisors Llc CRD 221521 Investment Adviser — 1 06/15/2026 ☆