AUMdb

Investment advisers

44,703 firms from SEC Form ADV filings

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#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
36901 Halcyon Venture Partners, Llc CRD 330456 Washington, DC Investment Adviser 03/31/2026
36902 Hales Tax Solutions Pllc CRD 331756 Gilbert, AZ Investment Adviser 0 3 12/09/2024
36903 Half Moon Capital, Llc CRD 293703 Larchmont, NY Investment Adviser 03/19/2026
36904 Halfcourt Ventures Llc CRD 284088 Investment Adviser 04/09/2025
36905 Hall Asset Management Group, Inc. CRD 166285 Columbia, SC Investment Adviser 2 04/20/2026
36906 Hall Capital Management Company, Llc CRD 163131 Dallas, TX Investment Adviser 03/18/2026
36907 Hall Financial Services, Inc CRD 292580 Corte Madera, CA Investment Adviser 1 03/27/2026
36908 Hall Street Ventures Management, Llc CRD 326805 Investment Adviser 02/01/2026
36909 Haller Management,Llc CRD 318399 Wichita, KS Investment Adviser 04/22/2026
36910 Halliser Llc CRD 316850 Los Angeles, CA Investment Adviser 05/20/2024
36911 Hallstone Ventures, Llc CRD 336629 Investment Adviser 02/25/2026
36912 Halo Capital Fund Management Lp CRD 334506 New York, NY Investment Adviser 03/17/2026
36913 Halo Experience Company L.L.C. CRD 335230 Provo, UT Investment Adviser 03/30/2026
36914 Halo Partners, L.P. CRD 340004 Encinitas, CA Investment Adviser 02/19/2026
36915 Halofund Advisors Llc CRD 315336 Hartford, CT Investment Adviser 06/28/2021
36916 Halogen Ventures Management Company Llc CRD 304031 Investment Adviser 03/16/2026
36917 Halyard Capital Management, Llc CRD 157672 Sarasota, FL Investment Adviser 03/30/2026
36918 Hambrecht Partners Holdings, Llc CRD 307665 San Francisco, CA Investment Adviser 03/20/2026
36919 Hamilton Asset Advisers, Llc CRD 291683 Yardley, PA Investment Adviser 03/31/2026
36920 Hamilton Capital Advisors Llc CRD 284022 Atlanta, GA Insurance-Affiliated 0 2 04/01/2026
36921 Hamilton Investment Advisors, Llc CRD 130806 Solana Beach, CA Investment Adviser 2 03/31/2026
36922 Hamilton, Johnston & Co., Inc. CRD 11310 Princeton, NJ Investment Adviser 40 7 04/24/2026
36923 Hammana Llc CRD 297689 Houston, TX Investment Adviser 03/25/2026
36924 Hampton Financial Services, Inc. CRD 124050 Insurance-Affiliated 0 02/04/2015
36925 Hampton River Partners, Llc CRD 304829 Austin, TX Investment Adviser 03/31/2026
36926 Hamza Invests Fund Manager Llc CRD 329937 Sugar Land, TX Investment Adviser 02/27/2024
36927 Han Assets Management Llc CRD 342174 Investment Adviser 1 08/20/2026
36928 Han River Development Llc CRD 318906 Menlo Park, CA Investment Adviser 03/30/2026
36929 Hanabi Capital Management, Llc CRD 335031 Palo Alto, CA Investment Adviser 03/27/2026
36930 Hanai Financial Llc CRD 328289 Investment Adviser 1 01/28/2026
36931 Hanalei, Llc CRD 289478 Investment Adviser 03/30/2026
36932 Hancock, Stephanie Renae CRD 119554 Culver City, CA Insurance-Affiliated 1 03/11/2026
36933 Hangar 4 Partners, Llc CRD 129769 Investment Adviser 02/01/2026
36934 Hannah Grey Ventures, Llc CRD 314454 Investment Adviser 03/31/2026
36935 Hannah, Gary Neal CRD 282188 Insurance-Affiliated 1 07/17/2026
36936 Hannigan Financial, Llc CRD 340389 Investment Adviser 0 1 03/23/2026
36937 Hanover Investors Management (Malta) Limited CRD 315411 Sliema Investment Adviser 03/26/2026
36938 Hanover Investors Management Llp CRD 315360 London Investment Adviser 03/26/2026
36939 Hanseatic Corporation CRD 162751 Millbrook, NY Investment Adviser 03/12/2026
36940 Hansen Accounting Services Inc. CRD 116464 Hanover, NH Investment Adviser 500 3 01/05/2026
36941 Hanson Financial Group, Llc CRD 329223 Deland, FL Investment Adviser 1 03/30/2025
36942 Hao Advisors Management Limited CRD 284180 Hong Kong Investment Adviser 03/27/2026
36943 Hao Management Ltd CRD 163532 Grand Cayman Investment Adviser 03/25/2026
36944 Harbor Capital Group Llc. CRD 173812 Bloomington, MN Investment Adviser 12/23/2014
36945 Harbor Capital Partners, Llc CRD 342731 Investment Adviser 06/04/2026
36946 Harbor Financial Institute Ltd CRD 340081 Denver, CO Investment Adviser 12/17/2025
36947 Harbor Financing Inc CRD 339066 Greenwood Village, CO Investment Adviser 03/05/2026
36948 Harbor Spring Capital, Llc CRD 167747 New York, NY Investment Adviser 04/01/2026
36949 Harboradvisors, Llc CRD 309594 Investment Adviser 1 01/13/2026
36950 Harbour Island Capital Management, Llc CRD 340637 Scottsdale, AZ Investment Adviser 03/25/2026