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 |
|---|---|---|---|---|---|---|---|---|---|
| 36001 | Evc Management Llc CRD 318737 | Investment Adviser | — | 02/18/2026 | ☆ | ||||
| 36002 | Even Keel Advisors, Llc CRD 313728 | Insurance-Affiliated | — | 1 | 03/20/2026 | ☆ | |||
| 36003 | Evening Fund Management Company, Llc CRD 326963 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 36004 | Event Capital Strategies Management, Llc CRD 326921 | White Plains, NY | Investment Adviser | — | 03/28/2025 | ☆ | |||
| 36005 | Event Horizon Management Ltd CRD 319499 | Galveston, TX | Investment Adviser | — | 04/02/2026 | ☆ | |||
| 36006 | Eventus Trading Llc CRD 324231 | Investment Adviser | — | 02/09/2023 | ☆ | ||||
| 36007 | Evercrest Capital Partners Llc CRD 344501 | Investment Adviser | — | 10/09/2026 | ☆ | ||||
| 36008 | Everglades Global Advisors Llc CRD 313651 | Coral Springs, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36009 | Evergreen Capital Management Llc CRD 337980 | Newport Beach, CA | Investment Adviser | — | 09/17/2025 | ☆ | |||
| 36010 | Evergreen Computation Llc CRD 306057 | Hudson, WI | Investment Adviser | — | 04/04/2024 | ☆ | |||
| 36011 | Evergreen Legacy Management, Llc CRD 312090 | Denver, CO | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36012 | Evergreen Mountain Ventures, Llc CRD 321818 | Investment Adviser | — | 03/15/2026 | ☆ | ||||
| 36013 | Evergreen Venture Partners Ltd CRD 162497 | Tel Aviv | Investment Adviser | — | 06/03/2026 | ☆ | |||
| 36014 | Evergreenbay Group Llc CRD 285569 | Investment Adviser | — | 1 | 04/30/2019 | ☆ | |||
| 36015 | Evergrowth Biohealthcare Advisors, Llc CRD 329106 | Investment Adviser | — | 06/29/2026 | ☆ | ||||
| 36016 | Everlane Equity Partners, Llc CRD 300133 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36017 | Everlong Capital Fund Management, Lp CRD 342911 | Dallas, TX | Investment Adviser | — | 8 | 06/25/2026 | ☆ | ||
| 36018 | Everpeak Capital Group, Llc CRD 338269 | Investment Adviser | — | 06/18/2026 | ☆ | ||||
| 36019 | Everstone Capital Asia Pte. Ltd. CRD 162566 | Singapore | Investment Adviser | — | 05/26/2026 | ☆ | |||
| 36020 | Everstone Capital Management CRD 162519 | Ebene | Investment Adviser | — | 04/21/2026 | ☆ | |||
| 36021 | Everstream Energy Capital Advisers, Llc CRD 167493 | Wayzata, MN | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 36022 | Evertrust Group Inc CRD 340177 | New York, NY | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 36023 | Evf Capital Advisors, Llc CRD 340645 | Investment Adviser | — | 04/06/2026 | ☆ | ||||
| 36024 | Evidence Based Investing, Llc CRD 173395 | Investment Adviser | — | 3 | 1 | 01/09/2026 | ☆ | ||
| 36025 | Evidity Capital Llc CRD 288126 | Miami, FL | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 36026 | Evio Venture Capital, Llc CRD 331348 | Athens | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 36027 | Evolution Equity Partners Llc CRD 319748 | New York, NY | Investment Adviser | — | 07/31/2026 | ☆ | |||
| 36028 | Evolution Ventures Fund Management I, Llc CRD 331461 | Investment Adviser | — | 01/28/2026 | ☆ | ||||
| 36029 | Evolve Wealth Accumulator Fund Management, Llc CRD 316452 | Spring, TX | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 36030 | Evp Credit Llc CRD 338620 | Investment Adviser | — | 02/17/2026 | ☆ | ||||
| 36031 | Ew Adviser, Llc CRD 316118 | Phoenix, AZ | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 36032 | Ewing & Partners, Llc CRD 114980 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36033 | Ewing Morris & Co. Investment Partners Ltd. CRD 173004 | Toronto, On | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 36034 | Ex Cathedra Llc CRD 331577 | Fort Lauderdale, FL | Investment Adviser | — | 0 | 1 | 04/01/2026 | ☆ | |
| 36035 | Ex/Ante Llc CRD 326170 | Brooklyn, NY | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 36036 | Exagon Impact Capital Llc CRD 334623 | New York, NY | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 36037 | Examen Management Llc CRD 322958 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 36038 | Exborder Partners Llc CRD 339419 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36039 | Excel Investment (Hk) Limited CRD 282210 | Hong Kong | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 36040 | Excel Venture Management, Llc CRD 161756 | Boston, MA | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 36041 | Excelerate Health Ventures Llc CRD 312957 | Durham, NC | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 36042 | Excell Technology Ventures, Inc. CRD 317790 | Rochester, NY | Investment Adviser | — | 01/05/2026 | ☆ | |||
| 36043 | Excellion Finance Management, Llc CRD 340166 | Hermosa Beach, CA | Investment Adviser | — | 01/14/2026 | ☆ | |||
| 36044 | Excelsior Dynamic Capital Llc CRD 329199 | Allen, TX | Investment Adviser | — | 01/31/2024 | ☆ | |||
| 36045 | Exception Capital Llp CRD 171556 | Saffron Walden Essex | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36046 | Exceptional Capital, Llc CRD 317856 | Investment Adviser | — | 02/08/2026 | ☆ | ||||
| 36047 | Excite Capital Llc CRD 338935 | Miami, FL | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 36048 | Excorde Capital Llc CRD 337589 | Conshohocken, PA | Investment Adviser | — | 23 | 07/15/2026 | ☆ | ||
| 36049 | Excypher Exchange Ltd CRD 338500 | Denver, CO | Investment Adviser | — | 08/26/2025 | ☆ | |||
| 36050 | Executive Services Securities, Llc CRD 25299 | Atlanta, GA | Insurance-Affiliated | — | 15 | 02/19/2026 | ☆ |