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 |
|---|---|---|---|---|---|---|---|---|---|
| 37201 | Hirzel Capital Llc CRD 305097 | Dallas, TX | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37202 | Hiscox Re Insurance Linked Strategies Ltd. CRD 332541 | Hamilton | Insurance-Affiliated | — | 03/31/2026 | ☆ | |||
| 37203 | Hit Opportunities Llc CRD 326630 | Investment Adviser | — | 02/16/2026 | ☆ | ||||
| 37204 | Hitec Vision Advisory As CRD 161813 | Stavanger | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 37205 | Hive Group Management, Llc CRD 316164 | Santa Monica, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37206 | Hive Minerals Gp, Llc CRD 337705 | Salt Lake City, UT | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 37207 | Hivemind Capital Partners Uk Llp CRD 343890 | London | Investment Adviser | — | 08/18/2026 | ☆ | |||
| 37208 | Hivemind Ventures, Llc CRD 318357 | Investment Adviser | — | 02/08/2026 | ☆ | ||||
| 37209 | Hivers & Strivers Management Company, Llc CRD 288621 | Investment Adviser | — | 07/15/2022 | ☆ | ||||
| 37210 | Hivest Capital Partners Sas CRD 330148 | Paris | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37211 | Hk Management Llc CRD 307215 | Miami, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37212 | Hl Capital, Inc. CRD 157105 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 37213 | Hl Energy Ventures Management Company, L.L.C. CRD 334455 | Dallas, TX | Investment Adviser | — | 05/21/2026 | ☆ | |||
| 37214 | Hl Wealth Management, Llc CRD 152617 | Bellevue, WA | Investment Adviser | — | 14 | 1 | 03/31/2026 | ☆ | |
| 37215 | Hlc Vgc Management Iv Limited CRD 323435 | George Town | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 37216 | Hn Capital Partners, L.L.C. CRD 296867 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37217 | Hnvr Technology Investment Management, Llc CRD 296767 | Portola Valey, CA | Investment Adviser | — | 06/01/2026 | ☆ | |||
| 37218 | Hnw Synergy Advisors, Llc CRD 299772 | Investment Adviser | — | 0 | 1 | 11/27/2024 | ☆ | ||
| 37219 | Ho, Hon CRD 340190 | Investment Adviser | — | 01/08/2026 | ☆ | ||||
| 37220 | Hoainvest Llc CRD 343069 | Irvine, CA | Investment Adviser | — | 11 | 08/11/2026 | ☆ | ||
| 37221 | Hobart Ventures Management Llc CRD 332486 | Investment Adviser | — | 05/20/2026 | ☆ | ||||
| 37222 | Hockeye Capital, Llc CRD 323903 | Investment Adviser | — | 02/17/2026 | ☆ | ||||
| 37223 | Hofman Wealth Management, Llc CRD 342340 | Chesterfield, MO | Investment Adviser | — | 0 | 3 | 05/22/2026 | ☆ | |
| 37224 | Hofstetter, Cody L. CRD 328265 | Investment Adviser | — | 0 | 1 | 07/28/2026 | ☆ | ||
| 37225 | Hoist Capital Partners I Gp, Llc CRD 335315 | Birmingham, AL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37226 | Hokage Capital Management Llc CRD 333504 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 37227 | Hoku Inc. CRD 310865 | Tokyo, Kanto | Investment Adviser | — | 02/25/2026 | ☆ | |||
| 37228 | Holbert Ventures Llc CRD 318384 | Scottsdale, AZ | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37229 | Holistic Financial Planning Llc CRD 324132 | Investment Adviser | — | 1 | 04/07/2026 | ☆ | |||
| 37230 | Holistic Private Wealth, Llc CRD 152540 | Towson, MD | Insurance-Affiliated | — | 2 | 07/14/2021 | ☆ | ||
| 37231 | Holland Financial Incorporated CRD 285258 | Investment Adviser | — | 01/15/2026 | ☆ | ||||
| 37232 | Holland Premier Legacy Financial Llc CRD 313439 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37233 | Hollow Tree Investments Management Llc CRD 325380 | Investment Adviser | — | 08/04/2026 | ☆ | ||||
| 37234 | Holly Donaldson Financial Planning, Llc CRD 142098 | Investment Adviser | — | 0 | 1 | 08/19/2026 | ☆ | ||
| 37235 | Holly Ventures Management, Llc CRD 333049 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 37236 | Holmes & Turner Financial Services, Inc. CRD 113553 | Bozeman, MT | Investment Adviser | — | 1 | 02/04/2026 | ☆ | ||
| 37237 | Holon Wealth Management, Inc CRD 336780 | Investment Adviser | — | 1 | 07/29/2026 | ☆ | |||
| 37238 | Holos Consulting Group, Llc CRD 327700 | Investment Adviser | — | 1 | 04/01/2026 | ☆ | |||
| 37239 | Holt Xchange Inc. CRD 330623 | Montreal, Quebec | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 37240 | Holton & Kosanke Wealth Management, Llc CRD 288963 | Investment Adviser | — | 3 | 08/18/2026 | ☆ | |||
| 37241 | Homaer International Us Llc CRD 282081 | Zhejiang Province | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37242 | Homebrew Management, Llc CRD 168123 | Burlingame, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37243 | Homegrown Capital Llc CRD 335401 | Brookings, SD | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 37244 | Homegrown Financing, Inc. CRD 332122 | Atlanta, GA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37245 | Homegrown Ventures, Llc CRD 330764 | Investment Adviser | — | 03/19/2026 | ☆ | ||||
| 37246 | Homestake Management, Llc CRD 331198 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 37247 | Hometeam Ventures Management, Llc CRD 312058 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 37248 | Honest Capital Llc CRD 309055 | Investment Adviser | — | 02/12/2026 | ☆ | ||||
| 37249 | Honeybear Financial Llc CRD 342192 | Chicago, IL | Investment Adviser | — | 04/13/2026 | ☆ | |||
| 37250 | Honeycomb Asset Management Lp CRD 283312 | New York, NY | Investment Adviser | — | 01/26/2026 | ☆ |