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 |
|---|---|---|---|---|---|---|---|---|---|
| 36851 | Genesis Capital Advisors, Llc CRD 172302 | Dallas, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 36852 | Genesis Capital Ii Ltd CRD 308384 | Grand Cayman | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 36853 | Genesis Capital Iii Ltd CRD 319354 | Grand Cayman | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 36854 | Genesis Capital Ltd CRD 308386 | Grand Cayman | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 36855 | Genesis Capital Management Llc CRD 292224 | New Canaan, CT | Investment Adviser | — | 03/26/2018 | ☆ | |||
| 36856 | Genesis Fortune Capital Limited CRD 308387 | Hong Kong | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 36857 | Genesis Fortune Ltd CRD 305534 | Grand Cayman | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 36858 | Genesis Fund Gp Llc CRD 340130 | Investment Adviser | — | 01/29/2026 | ☆ | ||||
| 36859 | Genesis Investors Management Llc CRD 157309 | Los Angeles, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36860 | Genesis Marketing Group, Inc. CRD 132388 | Hinsdale, IL | Investment Adviser | — | 3 | 5 | 06/03/2026 | ☆ | |
| 36861 | Genesis Tech Fund Iii Management CRD 339980 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 36862 | Genesis Tech Fund Manager, Llc CRD 330774 | Prosper, TX | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 36863 | Genesis Vault Capital Management Llc CRD 312201 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 36864 | Genesis Vc Fund Llc CRD 339177 | Palo Alto, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 36865 | Geneva Circle Corporate Solutions Llc CRD 283220 | Investment Adviser | — | 0 | 02/19/2026 | ☆ | |||
| 36866 | Geneva Roth Holding Corp CRD 342550 | Investment Adviser | — | 1 | 05/15/2026 | ☆ | |||
| 36867 | Geninnov Pte Ltd CRD 344029 | Singapore, Singapore | Investment Adviser | — | 09/22/2026 | ☆ | |||
| 36868 | Genius Ventures Management Co Llc CRD 337376 | Woodside, CA | Investment Adviser | — | 08/12/2025 | ☆ | |||
| 36869 | Genoa Ventures, Llc CRD 300617 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36870 | Genopp Capital Management Lp CRD 311752 | Zionsville, IN | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 36871 | Gentian Financial, Inc. CRD 174216 | Mequon, WI | Insurance-Affiliated | — | 14 | 04/27/2026 | ☆ | ||
| 36872 | Genui Gmbh CRD 305605 | Hamburg | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 36873 | Geodesic Investments, L.L.C CRD 269936 | Foster City, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 36874 | Geomatrix (Hk) Ltd CRD 290058 | Hong Kong | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 36875 | Geometry Research Manager, Llc CRD 324118 | Thornton, CO | Investment Adviser | — | 05/14/2025 | ☆ | |||
| 36876 | George C. Mcclintock, Llc CRD 143415 | Dothan, AL | Investment Adviser | — | 1 | 08/27/2026 | ☆ | ||
| 36877 | George Yard Capital Management, Llc CRD 344531 | Reston, VA | Investment Adviser | — | 10/07/2026 | ☆ | |||
| 36878 | George, Morgan & Sneed, P.C. CRD 329356 | Weatherford, TX | Investment Adviser | — | 21 | 01/07/2026 | ☆ | ||
| 36879 | Georgia Specialty Finance Corporation CRD 153578 | Insurance-Affiliated | — | 07/13/2010 | ☆ | ||||
| 36880 | Georgian Partners Growth L.P. CRD 283132 | Toronto, Ontario | Investment Adviser | — | 07/28/2026 | ☆ | |||
| 36881 | Gerber Wealth, Llc CRD 298164 | Insurance-Affiliated | — | 1 | 02/10/2026 | ☆ | |||
| 36882 | Gerdes Energy Research Llc CRD 323631 | Houston, TX | Investment Adviser | — | 1 | 01/21/2026 | ☆ | ||
| 36883 | Gerson Wealth Management, Llc CRD 147424 | Investment Adviser | — | 1 | 01/27/2026 | ☆ | |||
| 36884 | Geshem Partners Llc CRD 323499 | Denver, CO | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 36885 | Gessner & Company, Inc CRD 113942 | Investment Adviser | — | 1 | 08/06/2026 | ☆ | |||
| 36886 | Get Access Management, Llc CRD 343564 | Investment Adviser | — | 07/15/2026 | ☆ | ||||
| 36887 | Gex Llc CRD 338794 | San Francisco, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 36888 | Gfactor Ventures Management, Llc CRD 343194 | Investment Adviser | — | 07/20/2026 | ☆ | ||||
| 36889 | Gfi Fund Manager Llc CRD 344342 | Seattle, WA | Investment Adviser | — | 08/31/2026 | ☆ | |||
| 36890 | Gft Ventures Llc CRD 314508 | Palo Alto, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36891 | Gg Management Company, Llc CRD 324980 | Investment Adviser | — | 02/13/2026 | ☆ | ||||
| 36892 | Ggt3 Ventures Management, Llc CRD 318900 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 36893 | Gh Private Wealth Management, Inc. CRD 172033 | Insurance-Affiliated | — | 2 | 05/05/2020 | ☆ | |||
| 36894 | Gh&J Investment Advisory Services, Llc CRD 145524 | Los Angeles, CA | Investment Adviser | — | 7 | 06/05/2026 | ☆ | ||
| 36895 | Ghc Partners Management, Llc CRD 315395 | Sausalito, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 36896 | Ghcm Uk, Ltd. CRD 283987 | Nottingham | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 36897 | Ghic Advisors, Llc CRD 330225 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36898 | Gho Capital Management Limited CRD 281872 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 36899 | Ghw Ventures Llc CRD 342644 | Corona Del Mar, CA | Investment Adviser | — | 05/25/2026 | ☆ | |||
| 36900 | Gianola Financial Planning, Llc CRD 121365 | Worthington, OH | Investment Adviser | — | 6 | 02/20/2026 | ☆ |