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 |
|---|---|---|---|---|---|---|---|---|---|
| 36301 | Fintrade Services Inc. CRD 175448 | St. Michael | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 36302 | Fintravion Business Academy Ltd CRD 342308 | Denver, CO | Investment Adviser | — | 04/20/2026 | ☆ | |||
| 36303 | Fintron Advisors, Llc CRD 324052 | Stamford, CT | Investment Adviser | — | 1 | 03/21/2025 | ☆ | ||
| 36304 | Finvisor Spv Llc CRD 335738 | Covina, CA | Insurance-Affiliated | — | 03/30/2026 | ☆ | |||
| 36305 | Finyx (Cyprus) Investments Ltd CRD 327275 | Limassol | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 36306 | Finz Advisors, Llc CRD 332737 | Los Angeles, CA | Investment Adviser | — | 1 | 07/09/2026 | ☆ | ||
| 36307 | Fir Hill Investments Llc CRD 287717 | Investment Adviser | — | 09/30/2019 | ☆ | ||||
| 36308 | Firebolt Ventures Management Company, Llc CRD 171737 | Los Altos, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36309 | Firebrand Management, Llc CRD 296293 | Overland Park, KS | Investment Adviser | — | 04/25/2018 | ☆ | |||
| 36310 | Fireside Advisors, Llc CRD 338594 | Kerrville, TX | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 36311 | Fireside Finances, Llc CRD 298887 | Alameda, CA | Investment Adviser | — | 1 | 03/30/2026 | ☆ | ||
| 36312 | Fireside Investment Advisory Llp CRD 339341 | Bengaluru, Karnataka | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 36313 | Fireside Ventures Advisory Llp CRD 339340 | Bengaluru, Karnataka | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 36314 | Firethorn Investment Advisory Llc CRD 325835 | Frisco, TX | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 36315 | Fireweed Ventures Management, Llc CRD 333456 | Sea Girt, NJ | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36316 | Firework Fuse Management Holdings, Llc CRD 326115 | Sacramento, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36317 | Firework Ventures Management Llc CRD 318070 | Sacramento, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36318 | Firex21 Capital Ltd CRD 336767 | Denver, CO | Broker-Dealer (Dually Registered) | — | 05/16/2025 | ☆ | |||
| 36319 | Fireyouradvisor Ai, Llc CRD 343650 | Investment Adviser | — | 2 | 08/26/2026 | ☆ | |||
| 36320 | Firmament Advisors Parallel Iv, Llc CRD 326863 | New York, NY | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 36321 | Firme Iii, Constante Poi CRD 285517 | Hacienda Heights, CA | Investment Adviser | — | 0 | 1 | 06/08/2026 | ☆ | |
| 36322 | Firn Advisors Llc CRD 325097 | Investment Adviser | — | 0 | 1 | 05/26/2026 | ☆ | ||
| 36323 | Firreo Inc. CRD 325297 | Investment Adviser | — | 0 | 1 | 07/24/2026 | ☆ | ||
| 36324 | First Ascent Planning Llc CRD 342748 | Investment Adviser | — | 1 | 07/02/2026 | ☆ | |||
| 36325 | First Avenue Ventures Gp, Llc CRD 334530 | Birmingham, AL | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 36326 | First Beijing Investment Limited CRD 164293 | Hong Kong | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36327 | First Bight Management, Llc CRD 318381 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 36328 | First Call Capital, Llc CRD 342134 | Investment Adviser | — | 04/23/2026 | ☆ | ||||
| 36329 | First Check Ventures Capital, Llc CRD 326201 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 36330 | First Choice Financial Planning Llc CRD 309162 | Allen, TX | Investment Adviser | — | 0 | 4 | 01/07/2026 | ☆ | |
| 36331 | First Choice Financial Services Llc CRD 145255 | Oak Brook, IL | Investment Adviser | — | 4 | 07/14/2026 | ☆ | ||
| 36332 | First Close Partners Management, Llc CRD 334971 | New York, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 36333 | First Commit Im Oü CRD 331797 | Tallinn | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 36334 | First Generation Holdings Llc CRD 333277 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36335 | First Growth Investment Manager Lp CRD 173662 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 36336 | First Harmonic Group Llc CRD 334062 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36337 | First In Ventures Management, Inc. CRD 341863 | Hobe Sound, FL | Investment Adviser | — | 09/03/2026 | ☆ | |||
| 36338 | First Needham Investments, Inc. CRD 129192 | Investment Adviser | — | 1 | 08/01/2023 | ☆ | |||
| 36339 | First Pitch Financial Planning And Tax Llc CRD 309028 | Investment Adviser | — | 1 | 06/16/2021 | ☆ | |||
| 36340 | First Principles Global Capital, Llc CRD 343823 | Investment Adviser | — | 08/11/2026 | ☆ | ||||
| 36341 | First Principles Investment Manager Llc CRD 317116 | Basking Ridge, NJ | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 36342 | First Row Partners Llc CRD 313174 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 36343 | First Security Financial Wealth Manager, Inc. CRD 286470 | Metairie, LA | Investment Adviser | — | 1 | 08/20/2026 | ☆ | ||
| 36344 | First Shore Private Wealth Llc CRD 328768 | Insurance-Affiliated | — | 0 | 1 | 06/10/2026 | ☆ | ||
| 36345 | First Spark Ventures, Llc CRD 318886 | Menlo Park, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 36346 | First Star Ventures Llc CRD 288548 | Cambridge, MA | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 36347 | First Step Financial Llc CRD 338541 | Investment Adviser | — | 0 | 1 | 02/27/2026 | ☆ | ||
| 36348 | Firstlook Partners Management, Llc CRD 329551 | Investment Adviser | — | 03/29/2026 | ☆ | ||||
| 36349 | Firstmark Capital, Llc CRD 162883 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36350 | Firstmile Ventures, Llc CRD 311699 | Colorado Springs, CO | Investment Adviser | — | 03/10/2026 | ☆ |