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 |
|---|---|---|---|---|---|---|---|---|---|
| 37451 | Hd Pinnacle Advisors, Ltd. CRD 121179 | Mansfield, OH | Investment Adviser | — | 1 | 03/16/2026 | ☆ | ||
| 37452 | Hdfc Amc International (Ifsc) Limited CRD 328821 | Gift City, Gandhinagar | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 37453 | Hdr Management L.L.C. CRD 339189 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37454 | Headlands Asset Management, Llc CRD 166791 | Petaluma, CA | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 37455 | Headlight Partners Llc CRD 332446 | Charlotte, NC | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 37456 | Headline Growth Management, Llc CRD 323219 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37457 | Headline Management Gmbh CRD 319198 | Berlin | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37458 | Headline Management Lux S.à.R.L. CRD 344374 | Luxembourg | Investment Adviser | — | 09/04/2026 | ☆ | |||
| 37459 | Headline Management Vii, Llc CRD 323221 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37460 | Headwater Ventures Management, Lp CRD 325577 | Investment Adviser | — | 02/25/2026 | ☆ | ||||
| 37461 | Headwaters Capital, Llc CRD 336393 | Heber City, UT | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 37462 | Headway Capital Partners Llp CRD 160893 | London | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 37463 | Health Velocity Mgmt Llc CRD 289730 | San Francisco, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37464 | Health2047 Capital Partners Management, Llc CRD 297203 | Reno, NV | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 37465 | Healthcap Advisor Ab CRD 162464 | Stockholm | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 37466 | Healthcap Ix Advisor Ab CRD 330436 | Stockholm | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 37467 | Healthcap Vii Advisor Ab CRD 277088 | Stockholm | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 37468 | Healthcap Viii Advisor Ab CRD 305750 | Stockholm | Investment Adviser | — | 06/10/2026 | ☆ | |||
| 37469 | Healthcare Shares Ventures Management Company Llc CRD 335129 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 37470 | Healthcare Venture Partners, Llc CRD 313836 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37471 | Healthier Capital, Llc CRD 329763 | Menlo Park, CA | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 37472 | Healthspan Capital, Llc CRD 318727 | Investment Adviser | — | 03/14/2026 | ☆ | ||||
| 37473 | Healthtrend Capital Llc CRD 321605 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 37474 | Healthx Management, Llc CRD 301549 | Madison, WI | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37475 | Healthy Ventures Management, Llc CRD 191513 | Mill Valley, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37476 | Heartland Financial Services, Ltd. CRD 120342 | Cedar Falls, IA | Insurance-Affiliated | — | 3 | 09/26/2023 | ☆ | ||
| 37477 | Heartland Group Holdings Llc CRD 335476 | Columbus, OH | Investment Adviser | — | 04/24/2026 | ☆ | |||
| 37478 | Heavybit, Llc CRD 291776 | San Francisco, CA | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 37479 | Hedaya Financial Llc CRD 315714 | Investment Adviser | — | 3 | 03/31/2026 | ☆ | |||
| 37480 | Hedgepath Capital, Llc CRD 215515 | Santa Monica, CA | Investment Adviser | — | 05/12/2015 | ☆ | |||
| 37481 | Hedosophia Advisor Limited CRD 319406 | St. Peter Port | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37482 | Heed Capital Sgoic, S.A. CRD 330424 | Lisbon | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 37483 | Height Analytics, Llc CRD 149162 | Washington, DC | Investment Adviser | — | 47 | 7 | 03/31/2026 | ☆ | |
| 37484 | Heinz Ventures, Llc CRD 334336 | Investment Adviser | — | 02/25/2026 | ☆ | ||||
| 37485 | Heisey Jeffrey Walter CRD 170365 | Fort Lauderdale | Bank | — | 11/11/2014 | ☆ | |||
| 37486 | Heisler Capital Llc CRD 334578 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 37487 | Hekla Management, Llc CRD 319720 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 37488 | Hel Ved Capital Management Limited CRD 306323 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37489 | Helena Special Investments Llc CRD 317076 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37490 | Helford Capital Partners Llp CRD 327219 | London | Investment Adviser | — | 12/23/2025 | ☆ | |||
| 37491 | Helicase Venture Advisors, Llc CRD 297812 | Boston, MA | Investment Adviser | — | 07/13/2018 | ☆ | |||
| 37492 | Helikon Investments Limited CRD 307662 | London | Investment Adviser | — | 10/07/2026 | ☆ | |||
| 37493 | Helio Analytica Fund I Gp Llc CRD 337392 | San Juan, PR | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 37494 | Helios Capital Management Pte. Ltd . CRD 139164 | Singapore | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37495 | Helios Climate Ventures, Llc CRD 319615 | Denver, CO | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 37496 | Helios Digital Ventures Advisors Llc CRD 322484 | Washington, DC | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37497 | Helios Investment Partners Llp CRD 162865 | London | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 37498 | Helios Wealth Management Ltd CRD 340014 | Denver, CO | Investment Adviser | — | 12/15/2025 | ☆ | |||
| 37499 | Helix Advisory Services Ltd. CRD 292831 | George Town, Grand Cayman | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 37500 | Helix Kapital 3.0 Ab CRD 331609 | Stockholm | Investment Adviser | — | 02/03/2026 | ☆ |