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 |
|---|---|---|---|---|---|---|---|---|---|
| 35451 | Donatelli & Coules Financial Advisors, Llc CRD 142826 | Hinsdale, IL | Investment Adviser | — | 01/03/2007 | ☆ | |||
| 35452 | Donovan Ventures Asset Management, L.P. CRD 286539 | Houston, TX | Investment Adviser | — | 03/27/2023 | ☆ | |||
| 35453 | Donovan, Dennis J CRD 324214 | Investment Adviser | — | 4 | 1 | 03/31/2026 | ☆ | ||
| 35454 | Doorga Capital Llc CRD 304564 | Palo Alto, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 35455 | Doorway Property Gp, Llc CRD 323875 | Ballwin, MO | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 35456 | Dope Cfo Wealth Management Llc CRD 337958 | Investment Adviser | — | 1 | 03/31/2026 | ☆ | |||
| 35457 | Dorm Room Fund Management Company Llc CRD 341745 | Investment Adviser | — | 04/13/2026 | ☆ | ||||
| 35458 | Double Digit Capital, Llc CRD 171806 | Missouri City, TX | Investment Adviser | — | 07/28/2026 | ☆ | |||
| 35459 | Double River Management Limited CRD 338022 | San Francisco, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 35460 | Doubleblue Capital Management L.P. CRD 281660 | Investment Adviser | — | 05/05/2026 | ☆ | ||||
| 35461 | Douglas W. Jones Associates Financial & Insurance Services, Inc. CRD 112862 | Lake Forest, CA | Insurance-Affiliated | — | 2 | 02/09/2026 | ☆ | ||
| 35462 | Dovermont Wealth & Tax Solutions CRD 336294 | Montebello, NY | Investment Adviser | — | 1 | 08/10/2026 | ☆ | ||
| 35463 | Dowd, David A CRD 152474 | Investment Adviser | — | 1 | 01/22/2026 | ☆ | |||
| 35464 | Dowling Capital Management, Llc CRD 161475 | Vero Beach, FL | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 35465 | Downing Capital Group Management, L. L. C. CRD 318093 | Harwich, MA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 35466 | Downstream Perennial Management Llc CRD 324112 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 35467 | Dp Costa Llc CRD 339877 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 35468 | Dp Equity Investments Llc CRD 315283 | Westport, CT | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 35469 | Dpc Wealth Advisory Services, Llc. CRD 305230 | Tacoma, WA | Investment Adviser | — | 5 | 01/31/2026 | ☆ | ||
| 35470 | Dpe Deutschland Ii A Gmbh & Co. Kg I.L. CRD 166573 | Munich | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 35471 | Dpe Investment Gesellschaft Mbh CRD 313751 | Munich, Bavaria | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 35472 | Dpi Management Ltd CRD 173316 | Ebene | Investment Adviser | — | 07/28/2024 | ☆ | |||
| 35473 | Draft Ventures Llc CRD 305005 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 35474 | Dragon Legend Capital Limited CRD 331582 | Hong Kong, Hong Kong | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 35475 | Dragonarch Partners Lp CRD 343654 | New York, NY | Investment Adviser | — | 13 | 09/04/2026 | ☆ | ||
| 35476 | Dragonx Capital, Llc CRD 318993 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 35477 | Draper Management Company, Llc CRD 289448 | San Mateo, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35478 | Draper Nexus Venture Partners Ii, Llc CRD 174076 | San Mateo, CA | Investment Adviser | — | 02/25/2026 | ☆ | |||
| 35479 | Draperdragon Management Company Ii, Llc CRD 320610 | San Mateo, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 35480 | Draperdragon Management, Llc CRD 329183 | San Mateo, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35481 | Draperu Ventures, Llc CRD 335064 | San Mateo, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 35482 | Drawing Capital Group Llc CRD 310326 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 35483 | Drawingboard Wealth Advisors Llc CRD 331459 | Investment Adviser | — | 1 | 03/31/2026 | ☆ | |||
| 35484 | Drc Savills Investment Management Llp CRD 164242 | London | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 35485 | Dream Machine Gp, L.L.C. CRD 336402 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35486 | Dream Peak Capital Limited CRD 331912 | Hong Kong | Investment Adviser | — | 04/27/2026 | ☆ | |||
| 35487 | Dreamit Ventures 1, Llc CRD 295030 | Estero, FL | Investment Adviser | — | 02/12/2026 | ☆ | |||
| 35488 | Dreavent Inc. CRD 317637 | Investment Adviser | — | 01/21/2026 | ☆ | ||||
| 35489 | Drg Financial, Llc CRD 338543 | Investment Adviser | — | 1 | 11/21/2025 | ☆ | |||
| 35490 | Drh Ventures, Llc CRD 320632 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 35491 | Dria Capital Management Llc CRD 330588 | New York, NY | Investment Adviser | — | 01/02/2026 | ☆ | |||
| 35492 | Driehaus Private Equity, Llc CRD 163354 | Chicago, IL | Investment Adviser | — | 02/25/2026 | ☆ | |||
| 35493 | Drive By Draftkings, Llc CRD 315034 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35494 | Drive Capital Management Llc CRD 340924 | Investment Adviser | — | 1 | 07/17/2026 | ☆ | |||
| 35495 | Driven Capital Advisors, Llc CRD 325280 | Las Vegas, NV | Investment Adviser | — | 02/07/2023 | ☆ | |||
| 35496 | Driven, Llc CRD 329163 | Santiago | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 35497 | Drogheda Capital Llc CRD 344714 | Denver, CO | Investment Adviser | — | 09/23/2026 | ☆ | |||
| 35498 | Drover Management, Llc CRD 339193 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35499 | Drumbeat Capital Management, Llc CRD 344261 | Investment Adviser | — | 08/26/2026 | ☆ | ||||
| 35500 | Drummond Knight Asset Management Pty Ltd CRD 332009 | Nsw Sydney | Investment Adviser | — | 09/07/2026 | ☆ |