Investment advisers
45,249 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 |
|---|---|---|---|---|---|---|---|---|---|
| 36501 | Forward Capital Management, Llc CRD 310403 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 36502 | Forward Financial Advisors Llc CRD 135429 | Los Angeles, CA | Investment Adviser | — | 1 | 01/29/2026 | ☆ | ||
| 36503 | Forward Ventures Services, Llc CRD 162050 | San Diego, CA | Investment Adviser | — | 12/03/2024 | ☆ | |||
| 36504 | Foss Wealth Management, Inc. CRD 146006 | La Grange, NC | Investment Adviser | — | 1 | 01/20/2026 | ☆ | ||
| 36505 | Fosse Capital Partners Llp CRD 305214 | London | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 36506 | Fossick Capital Management, Llc CRD 297103 | Investment Adviser | — | 01/10/2020 | ☆ | ||||
| 36507 | Foster Strategic Wealth Partners, Llc CRD 338680 | Rehoboth, MA | Investment Adviser | — | 0 | 1 | 01/06/2026 | ☆ | |
| 36508 | Foster Ventures Management Company, Llc CRD 325021 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 36509 | Fosun Equity Investment Management Ltd. CRD 161179 | Shanghai | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 36510 | Foundation Asset Management (Hk) Limited CRD 330960 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36511 | Foundation Capital Management, Llc CRD 315182 | Austin, TX | Investment Adviser | — | 03/24/2023 | ☆ | |||
| 36512 | Foundation Capital, Llc CRD 159838 | Palo Alto, CA | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 36513 | Foundation Financial Advisors, Inc CRD 121604 | Linthicum, MD | Investment Adviser | — | 7 | 9 | 03/27/2026 | ☆ | |
| 36514 | Foundation Financial Planning, Llc CRD 308115 | Investment Adviser | — | 42 | 1 | 01/13/2026 | ☆ | ||
| 36515 | Foundation Investment Partners Management Llp CRD 281136 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 36516 | Foundational Capital Management, Llc CRD 327089 | Ontario, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 36517 | Foundations Financial Planning, Llc CRD 149850 | Investment Adviser | — | 47 | 1 | 03/22/2026 | ☆ | ||
| 36518 | Founder Capital Manager, Llc CRD 337993 | San Francisco, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 36519 | Founder Collective Management Co., Llc CRD 161453 | Cambridge, MA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 36520 | Founder Factor Management Llc CRD 343454 | Chalfont St Giles, Buckinghamshire | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 36521 | Founder's Co Op Management Ii, Llc CRD 161880 | Seattle, WA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36522 | Founders First Advisors, Llc CRD 326614 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 36523 | Founders First Capital Partners, Inc. CRD 341110 | San Diego, CA | Investment Adviser | — | 07/17/2026 | ☆ | |||
| 36524 | Founders Fund Llc CRD 155462 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36525 | Founders Future Inc CRD 339690 | Miami, FL | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 36526 | Founders You Should Know Management, Llc CRD 329394 | San Francisco, CA | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 36527 | Founders' Co Op General Partner Iii, Llc CRD 301859 | Seattle, WA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36528 | Founders' Co Op Iv General Partner Llc CRD 294007 | Seattle, WA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36529 | Foundersedge Management, Llc CRD 335257 | Investment Adviser | — | 02/23/2025 | ☆ | ||||
| 36530 | Foundersx Ventures, Llc CRD 331507 | Menlo Park, CA | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 36531 | Fountain Leasing Llc CRD 287858 | Larkspur, CA | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 36532 | Fountainhead Financial Management, Inc. CRD 129920 | Northville, MI | Investment Adviser | — | 1 | 03/06/2026 | ☆ | ||
| 36533 | Fountainvest Advisors Ltd CRD 160588 | Grand Cayman | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 36534 | Fountainvest Partners Holdings Ltd. CRD 333342 | Grand Cayman | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 36535 | Four Cities Investment Company, Llc CRD 317080 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 36536 | Four Cities Rubicon, Llc CRD 319450 | Investment Adviser | — | 02/21/2025 | ☆ | ||||
| 36537 | Four Corners Capital Advisers, Llc CRD 310159 | Chicago, IL | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 36538 | Four Iron Management Llc CRD 333174 | Investment Adviser | — | 01/06/2025 | ☆ | ||||
| 36539 | Four Mountains Llc CRD 296803 | Los Altos, CA | Investment Adviser | — | 04/13/2026 | ☆ | |||
| 36540 | Four Rivers Group, Llc CRD 163233 | San Francisco, CA | Investment Adviser | — | 01/09/2026 | ☆ | |||
| 36541 | Four Rivers Managers Llc CRD 307827 | San Francisco, CA | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 36542 | Four10 Planning Llc CRD 324385 | Investment Adviser | — | 1 | 03/31/2026 | ☆ | |||
| 36543 | Fourbridge Partners, Llc CRD 307651 | Boston, MA | Investment Adviser | — | 07/09/2026 | ☆ | |||
| 36544 | Fourteen Capital, Lp CRD 298781 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 36545 | Fourth Dimension Financial Group, Llc CRD 156733 | Perrysburg, OH | Investment Adviser | — | 148 | 2 | 03/02/2026 | ☆ | |
| 36546 | Fourth Quarter Retirement Strategies, Llc CRD 307395 | Investment Adviser | — | 1 | 01/06/2026 | ☆ | |||
| 36547 | Fourth Realm Llc CRD 315192 | Fremont, CA | Investment Adviser | — | 04/16/2026 | ☆ | |||
| 36548 | Fourth Revolution Capital Llc CRD 311262 | Santa Monica, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 36549 | Fourthrock Financial Corporation CRD 334837 | Boise, ID | Investment Adviser | — | 1 | 03/10/2025 | ☆ | ||
| 36550 | Fourward Ventures Llc CRD 320681 | Nashville, TN | Investment Adviser | — | 03/30/2026 | ☆ |