Investment advisers
44,703 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 |
|---|---|---|---|---|---|---|---|---|---|
| 37051 | Health Velocity Mgmt Llc CRD 289730 | San Francisco, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37052 | Health2047 Capital Partners Management, Llc CRD 297203 | Reno, NV | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 37053 | Healthcap Advisor Ab CRD 162464 | Stockholm | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 37054 | Healthcap Ix Advisor Ab CRD 330436 | Stockholm | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 37055 | Healthcap Vii Advisor Ab CRD 277088 | Stockholm | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 37056 | Healthcap Viii Advisor Ab CRD 305750 | Stockholm | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 37057 | Healthcare Shares Ventures Management Company Llc CRD 335129 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 37058 | Healthcare Venture Partners, Llc CRD 313836 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37059 | Healthier Capital, Llc CRD 329763 | Menlo Park, CA | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 37060 | Healthspan Capital, Llc CRD 318727 | Investment Adviser | — | 03/14/2026 | ☆ | ||||
| 37061 | Healthtrend Capital Llc CRD 321605 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 37062 | Healthx Management, Llc CRD 301549 | Madison, WI | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37063 | Healthy Ventures Management, Llc CRD 191513 | Mill Valley, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37064 | Heartland Financial Services, Ltd. CRD 120342 | Cedar Falls, IA | Insurance-Affiliated | — | 3 | 09/26/2023 | ☆ | ||
| 37065 | Heartland Group Holdings Llc CRD 335476 | Columbus, OH | Investment Adviser | — | 04/24/2026 | ☆ | |||
| 37066 | Heavybit, Llc CRD 291776 | San Francisco, CA | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 37067 | Hedaya Financial Llc CRD 315714 | Investment Adviser | — | 3 | 03/31/2026 | ☆ | |||
| 37068 | Hedgepath Capital, Llc CRD 215515 | Santa Monica, CA | Investment Adviser | — | 05/12/2015 | ☆ | |||
| 37069 | Hedosophia Advisor Limited CRD 319406 | St. Peter Port | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37070 | Heed Capital Sgoic, S.A. CRD 330424 | Lisbon | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 37071 | Height Analytics, Llc CRD 149162 | Washington, DC | Investment Adviser | — | 47 | 7 | 03/31/2026 | ☆ | |
| 37072 | Heinz Ventures, Llc CRD 334336 | Investment Adviser | — | 02/25/2026 | ☆ | ||||
| 37073 | Heisey Jeffrey Walter CRD 170365 | Fort Lauderdale | Bank | — | 11/11/2014 | ☆ | |||
| 37074 | Heisler Capital Llc CRD 334578 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 37075 | Hekla Management, Llc CRD 319720 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 37076 | Hel Ved Capital Management Limited CRD 306323 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37077 | Helena Special Investments Llc CRD 317076 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37078 | Helford Capital Partners Llp CRD 327219 | London | Investment Adviser | — | 12/23/2025 | ☆ | |||
| 37079 | Helicase Venture Advisors, Llc CRD 297812 | Boston, MA | Investment Adviser | — | 07/13/2018 | ☆ | |||
| 37080 | Helikon Investments Limited CRD 307662 | London | Investment Adviser | — | 01/05/2026 | ☆ | |||
| 37081 | Helio Analytica Fund I Gp Llc CRD 337392 | San Juan, PR | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 37082 | Helios Capital Management Pte. Ltd . CRD 139164 | Singapore | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37083 | Helios Climate Ventures, Llc CRD 319615 | Denver, CO | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 37084 | Helios Digital Ventures Advisors Llc CRD 322484 | Washington, DC | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37085 | Helios Investment Partners Llp CRD 162865 | London | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 37086 | Helios Wealth Management Ltd CRD 340014 | Denver, CO | Investment Adviser | — | 12/15/2025 | ☆ | |||
| 37087 | Helix Advisory Services Ltd. CRD 292831 | George Town, Grand Cayman | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 37088 | Helix Kapital 3.0 Ab CRD 331609 | Stockholm | Investment Adviser | — | 02/03/2026 | ☆ | |||
| 37089 | Helm Investment Partners, Llc CRD 298388 | Miami, FL | Investment Adviser | — | 04/10/2026 | ☆ | |||
| 37090 | Helm Stone Capital Llc CRD 343738 | Lancaster, PA | Investment Adviser | — | 07/22/2026 | ☆ | |||
| 37091 | Helmholdt 360, Llc CRD 125562 | Grand Rapids, MI | Investment Adviser | — | 3 | 03/31/2026 | ☆ | ||
| 37092 | Helping Hand Ria, Llc CRD 309802 | Plano, TX | Investment Adviser | — | 2 | 02/10/2026 | ☆ | ||
| 37093 | Hemi Ventures, Llc CRD 287982 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37094 | Hemisphere Ventures Advisors, Llc CRD 300901 | Mercer Island, WA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37095 | Hemispheric Spv Capital Llc CRD 334934 | Westport, MA | Investment Adviser | — | 04/30/2025 | ☆ | |||
| 37096 | Hemista Inc. CRD 301888 | Boston, MA | Investment Adviser | — | 1 | 03/29/2024 | ☆ | ||
| 37097 | Henderson Investment Advisors, Llc CRD 122778 | Indianapolis, IN | Investment Adviser | — | 0 | 0 | 03/29/2024 | ☆ | |
| 37098 | Hendrix Financial Planning Llc CRD 331039 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 37099 | Hengistbury Investment Partners Llp CRD 164430 | London | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 37100 | Henley Usa, Llc CRD 298789 | Florida, FL | Investment Adviser | — | 03/27/2026 | ☆ |