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 |
|---|---|---|---|---|---|---|---|---|---|
| 35051 | Cuprill Wealth Coaching, Llc CRD 166461 | Cincinnati, OH | Investment Adviser | — | 3 | 01/22/2026 | ☆ | ||
| 35052 | Curate Capital Llc CRD 318939 | Houston, TX | Investment Adviser | — | 02/24/2025 | ☆ | |||
| 35053 | Curative Ventures Management Llc CRD 300322 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35054 | Curcio Webb Llc CRD 109066 | Lawrenceville, NJ | Investment Adviser | — | 50 | 30 | 03/27/2026 | ☆ | |
| 35055 | Cure Ventures Management, Lp CRD 315287 | Boston, MA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 35056 | Cure8 Ventures, Llc CRD 300866 | St. Louis, MO | Investment Adviser | — | 05/21/2024 | ☆ | |||
| 35057 | Curie Bio Operations, Llc CRD 323682 | Cambridge, MA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 35058 | Curious Crow Financial Planning Llc CRD 327495 | Investment Adviser | — | 1 | 03/07/2026 | ☆ | |||
| 35059 | Curis Partners (Us), Llc CRD 285067 | Portland, OR | Investment Adviser | — | 08/29/2016 | ☆ | |||
| 35060 | Curisa Capital, Llc CRD 332037 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 35061 | Current Equity Partners, Llc CRD 337402 | Manhattan Beach, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35062 | Curry Global Enterprise, Llc CRD 335148 | Investment Adviser | — | 0 | 1 | 12/03/2025 | ☆ | ||
| 35063 | Cursor Capital Management, Llc CRD 342799 | Investment Adviser | — | 07/03/2026 | ☆ | ||||
| 35064 | Curtain Wealth Planning L.L.C. CRD 327595 | Investment Adviser | — | 1 | 10/08/2026 | ☆ | |||
| 35065 | Curtis Owen Root CRD 305455 | Tuscola, IL | Investment Adviser | — | 1 | 12/20/2019 | ☆ | ||
| 35066 | Curtis, David Scott CRD 313258 | Insurance-Affiliated | — | 1 | 05/09/2026 | ☆ | |||
| 35067 | Curve Partners Management Llc CRD 338000 | Alpine, UT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35068 | Cusana Capital Llp CRD 331834 | London | Investment Adviser | — | 06/09/2026 | ☆ | |||
| 35069 | Custom Fit Financial Llc CRD 332622 | Cedar Rapids, IA | Investment Adviser | — | 25 | 1 | 07/10/2026 | ☆ | |
| 35070 | Cuthbert Financial Guidance, Inc. CRD 130006 | Portland, OR | Investment Adviser | — | 3 | 01/15/2026 | ☆ | ||
| 35071 | Cutting Edge Capital Partners (Manco), Limited CRD 340509 | St. Helier | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 35072 | Cutting Horse Ventures Management Llc CRD 333655 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 35073 | Cuvm, Llc CRD 319710 | Mequon, WI | Investment Adviser | — | 09/28/2026 | ☆ | |||
| 35074 | Cv Access Fund Gp, Llc CRD 342982 | Houston, TX | Investment Adviser | — | 06/17/2026 | ☆ | |||
| 35075 | Cv 11 Capital Management Llc CRD 337365 | Investment Adviser | — | 06/23/2026 | ☆ | ||||
| 35076 | Cv Pc (Cayman) Gp, Ltd CRD 339668 | George Town | Investment Adviser | — | 06/09/2026 | ☆ | |||
| 35077 | Cv19 Venture Manager Llc CRD 334023 | New York, NY | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 35078 | Cv2 M, Llc CRD 339079 | Santa Monica, CA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 35079 | Cvc Advisers Jersey Limited CRD 296266 | St. Helier | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35080 | Cvc Capital Partners Advisory Company Limited CRD 161620 | St. Helier | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35081 | Cvc Manager, Llc CRD 305012 | Milwaukee, WI | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35082 | Cve Capital Corp. CRD 299586 | Austin, TX | Investment Adviser | — | 04/08/2024 | ☆ | |||
| 35083 | Cvf Capital Partners, Inc. CRD 164965 | Davis, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35084 | Cvp Management, Inc. CRD 169433 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35085 | Cvp Nlh Advisors Limited CRD 327807 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35086 | Cw F Office Llc CRD 327924 | Investment Adviser | — | 1 | 11/03/2025 | ☆ | |||
| 35087 | Cx Advisors Llp CRD 162587 | Delhi | Investment Adviser | — | 06/30/2025 | ☆ | |||
| 35088 | Cx Investment Management Limited CRD 297584 | Port Louis | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 35089 | Cxr Wolverine Llc CRD 335093 | Dallas, TX | Investment Adviser | — | 10/29/2025 | ☆ | |||
| 35090 | Cyan Ventures Management Company, Llc CRD 333699 | Mill Valley, CA | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 35091 | Cyberfortune Llc CRD 342869 | Investment Adviser | — | 07/02/2026 | ☆ | ||||
| 35092 | Cybernetix Ventures Management Company Llc CRD 314690 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35093 | Cyberstarts Venture Fund Ltd CRD 297144 | Mikhmoret | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35094 | Cycle Financial Planning Llc CRD 319544 | Investment Adviser | — | 0 | 1 | 02/12/2026 | ☆ | ||
| 35095 | Cycle Venture Asset Management Llc CRD 288374 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 35096 | Cyclops Advisory Services, Llc CRD 167611 | Broker-Dealer (Dually Registered) | — | 0 | 1 | 03/30/2026 | ☆ | ||
| 35097 | Cygnet Investors, Llc CRD 343707 | Investment Adviser | — | 08/14/2026 | ☆ | ||||
| 35098 | Cypress Fund Management, Llc CRD 336224 | Shreveport, LA | Investment Adviser | — | 08/21/2025 | ☆ | |||
| 35099 | Cypress Growth Capital, Llc CRD 171001 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35100 | Cypress Point Capital, Llc CRD 152882 | Investment Adviser | — | 1 | 02/05/2026 | ☆ |