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 |
|---|---|---|---|---|---|---|---|---|---|
| 37501 | Helm Investment Partners, Llc CRD 298388 | Miami, FL | Investment Adviser | — | 04/10/2026 | ☆ | |||
| 37502 | Helm Stone Capital Llc CRD 343738 | Lancaster, PA | Investment Adviser | — | 07/22/2026 | ☆ | |||
| 37503 | Helmholdt 360, Llc CRD 125562 | Grand Rapids, MI | Investment Adviser | — | 3 | 03/31/2026 | ☆ | ||
| 37504 | Helping Hand Ria, Llc CRD 309802 | Plano, TX | Investment Adviser | — | 2 | 02/10/2026 | ☆ | ||
| 37505 | Hemi Ventures, Llc CRD 287982 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37506 | Hemisphere Ventures Advisors, Llc CRD 300901 | Mercer Island, WA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37507 | Hemispheric Spv Capital Llc CRD 334934 | Westport, MA | Investment Adviser | — | 04/30/2025 | ☆ | |||
| 37508 | Hemista Inc. CRD 301888 | Boston, MA | Investment Adviser | — | 1 | 03/29/2024 | ☆ | ||
| 37509 | Henderson Investment Advisors, Llc CRD 122778 | Indianapolis, IN | Investment Adviser | — | 0 | 0 | 03/29/2024 | ☆ | |
| 37510 | Hendrix Financial Planning Llc CRD 331039 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 37511 | Hengistbury Investment Partners Llp CRD 164430 | London | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 37512 | Henley Usa, Llc CRD 298789 | Florida, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 37513 | Hennessy Capital Growth Partners Management, Llc CRD 317385 | Zephyr Cove, NV | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37514 | Henriot Investment Management Ltd CRD 337342 | Investment Adviser | — | 06/06/2025 | ☆ | ||||
| 37515 | Henry A. Vickers, Jr., Financial Advisor CRD 118169 | Insurance-Affiliated | — | 1 | 06/23/2025 | ☆ | |||
| 37516 | Henry Collective, Llc CRD 319231 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 37517 | Hentch, Inc. CRD 312487 | Auburn, CA | Investment Adviser | — | 1 | 03/25/2026 | ☆ | ||
| 37518 | Hepco Capital Management, Llc CRD 336206 | Philadelphia, PA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37519 | Heracles Capital Llc CRD 316051 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 37520 | Heraclitus Capital Management Llc CRD 337873 | Austin, TX | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 37521 | Herbein Financial Group, Llc CRD 322194 | Allentown, PA | Insurance-Affiliated | — | 2 | 12/23/2025 | ☆ | ||
| 37522 | Heritage Advisory Llc CRD 339886 | Woodbury, NY | Investment Adviser | — | 19 | 04/09/2026 | ☆ | ||
| 37523 | Heritage Inc CRD 284201 | Investment Adviser | — | 1 | 05/26/2026 | ☆ | |||
| 37524 | Heritage Partners Us Corp CRD 344442 | Investment Adviser | — | 6 | 09/30/2026 | ☆ | |||
| 37525 | Heritage Point Partners Llc CRD 322601 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 37526 | Herman Hector Monge CRD 134630 | Investment Adviser | — | 0 | 1 | 01/25/2026 | ☆ | ||
| 37527 | Hermes Advisors Llc CRD 334575 | San Diego, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 37528 | Hermes Fund Managers Ireland Limited CRD 319364 | Dublin 2 | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 37529 | Hermosa Advisors Llc CRD 306330 | Investment Adviser | — | 16 | 1 | 03/06/2026 | ☆ | ||
| 37530 | Hermosa Capital Management, Llc CRD 142382 | Investment Adviser | — | 1 | 04/01/2026 | ☆ | |||
| 37531 | Hero Investors, Llc CRD 172790 | Cincinnati, OH | Investment Adviser | — | 2 | 03/02/2026 | ☆ | ||
| 37532 | Heroic Financial Llc CRD 327809 | Investment Adviser | — | 1 | 01/04/2024 | ☆ | |||
| 37533 | Heroic Ventures Management, Llc CRD 283399 | Gladwyne, PA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 37534 | Heron Global Management, Llc CRD 342669 | Investment Adviser | — | 05/13/2026 | ☆ | ||||
| 37535 | Herrick Rose, Inc. CRD 129210 | Pittsfield, MA | Investment Adviser | — | 45 | 2 | 03/29/2026 | ☆ | |
| 37536 | Hesperia Capital, Llc CRD 330733 | Boston, MA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 37537 | Hestia Capital Management, Llc CRD 314650 | Cranberry Township, PA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 37538 | Heuristic Capital Partners Management Co, Llc CRD 285459 | Santa Clara, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37539 | Hevorx Investment Advisors Llc CRD 342246 | Denver, CO | Investment Adviser | — | 04/15/2026 | ☆ | |||
| 37540 | Hewes Fund Management, Llc CRD 289026 | Dallas, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 37541 | Hexa Management Group Llc CRD 341582 | Seattle, WA | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 37542 | Heyford Space Llc CRD 325452 | Investment Adviser | — | 03/03/2025 | ☆ | ||||
| 37543 | Hf0 Advisors, Llc CRD 325379 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37544 | Hff Fund Manager, Llc CRD 333417 | Sausalito, CA | Investment Adviser | — | 05/19/2025 | ☆ | |||
| 37545 | Hg Capital, Llc CRD 163904 | Menlo Park, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37546 | Hgcapital Llp CRD 160063 | London | Investment Adviser | — | 09/18/2026 | ☆ | |||
| 37547 | Hgs Partners, Llc CRD 335211 | San Diego, CA | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 37548 | Hh Advisors Llc CRD 323491 | San Juan, PR | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 37549 | Hhlr Advisors, Ltd. CRD 166112 | Singapore | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37550 | Hhpf Capital Llc CRD 170227 | Oakland, CA | Investment Adviser | — | 07/23/2026 | ☆ |