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 |
|---|---|---|---|---|---|---|---|---|---|
| 37801 | Jam Special Opportunity Ventures Management Llc CRD 324330 | Atlanta, GA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 37802 | Jambaar Capital, Llc CRD 324856 | Dakar | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 37803 | James Equity Management, Llc CRD 334190 | Miami, FL | Investment Adviser | — | 4 | 03/31/2026 | ☆ | ||
| 37804 | James Moore Wealth Management Services, Llc CRD 329033 | Gainesville, FL | Investment Adviser | — | 1 | 06/30/2026 | ☆ | ||
| 37805 | James O. Davis CRD 113329 | Insurance-Affiliated | — | 135 | 1 | 06/09/2026 | ☆ | ||
| 37806 | James P. Hanson Accountancy Corporation CRD 119727 | Investment Adviser | — | 1 | 12/10/2025 | ☆ | |||
| 37807 | James Ruthsatz Pinnacle Advisors Llc CRD 134408 | Sandusky, OH | Investment Adviser | — | 1 | 03/16/2026 | ☆ | ||
| 37808 | James Stanford Marroquin CRD 114477 | Austin, TX | Insurance-Affiliated | — | 0 | 1 | 01/10/2025 | ☆ | |
| 37809 | Jamestown Capital Management, Llc CRD 338514 | Austin, TX | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 37810 | Jamie D. Grant Wealth Management Group, Llc CRD 154915 | Arlington, TX | Investment Adviser | — | 2 | 09/30/2025 | ☆ | ||
| 37811 | Jamro Advisors, Llc CRD 307200 | Bellevue, WA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37812 | Jan S. Glade, Cpa (Apc) CRD 117777 | Investment Adviser | — | 1 | 01/29/2026 | ☆ | |||
| 37813 | Janchor Partners Limited CRD 160420 | Central | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37814 | Jane Carol Kelley CRD 135618 | Investment Adviser | — | 0 | 1 | 06/04/2026 | ☆ | ||
| 37815 | Janky, Michael A. CRD 164684 | Tucson, AZ | Insurance-Affiliated | — | 0 | 1 | 01/06/2026 | ☆ | |
| 37816 | Jantorno Financial Advisors, Llc CRD 131409 | Princeton, NJ | Investment Adviser | — | 45 | 1 | 06/10/2026 | ☆ | |
| 37817 | January Ventures Gp, Llc CRD 317546 | Wellesley Hills, MA | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 37818 | Janus Henderson Investors Middle East Limited CRD 334843 | Abu Dhabi, Abu Dhabi | Investment Adviser | — | 07/29/2026 | ☆ | |||
| 37819 | Janus Henderson Investors Uk Limited CRD 336704 | London | Investment Adviser | — | 07/29/2026 | ☆ | |||
| 37820 | Japan Growth Investments Alliance, Inc. CRD 331209 | Minato Ku, Tokyo | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37821 | Japan Industrial Partners, Inc. CRD 163554 | Tokyo | Investment Adviser | — | 06/12/2026 | ☆ | |||
| 37822 | Japan Innovation Investment Company CRD 339052 | Minato Ku, Tokyo | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 37823 | Jariwala Financial Wellness, Llc CRD 338561 | Mesa, AZ | Investment Adviser | — | 1 | 05/05/2026 | ☆ | ||
| 37824 | Jasper Capital Management, L.P. CRD 175291 | Chevy Chase, MD | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37825 | Jasper Steward Management, Llc CRD 342150 | Miramar, FL | Investment Adviser | — | 04/13/2026 | ☆ | |||
| 37826 | Javelin Enterprises Inc., Dba Profitable Financial Strategies CRD 141961 | Insurance-Affiliated | — | 1 | 03/12/2026 | ☆ | |||
| 37827 | Javelin Venture Partners Management, Llc CRD 161709 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 37828 | Jay H.Weinberg Investment Advisor,Llc CRD 124459 | Fairfield, NJ | Investment Adviser | — | 1 | 01/30/2026 | ☆ | ||
| 37829 | Jay Kubo Llc CRD 318098 | Austin, TX | Investment Adviser | — | 01/18/2022 | ☆ | |||
| 37830 | Jazz Venture Partners, Llc CRD 277092 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37831 | Jb Advisory Llc CRD 329296 | Investment Adviser | — | 0 | 1 | 12/21/2023 | ☆ | ||
| 37832 | Jb Capital Management, Llc CRD 305379 | Investment Adviser | — | 07/14/2021 | ☆ | ||||
| 37833 | Jb Wealth Advisors Llc CRD 328441 | Nashville, TN | Investment Adviser | — | 3 | 05/05/2026 | ☆ | ||
| 37834 | Jba Asset Management Llc CRD 339858 | New York, NY | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 37835 | Jbb Financial, Llc CRD 135685 | Investment Adviser | — | 0 | 0 | 07/13/2026 | ☆ | ||
| 37836 | Jbl Capital Management, Llc CRD 289994 | Investment Adviser | — | 02/26/2026 | ☆ | ||||
| 37837 | Jbv Capital, Llc CRD 310676 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37838 | Jc Venture Capital Investments Llc CRD 341236 | Investment Adviser | — | 0 | 1 | 07/17/2026 | ☆ | ||
| 37839 | Jcg Capital Llc CRD 330873 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 37840 | Jcg Capital, Llc CRD 159116 | Scottsdale, AZ | Investment Adviser | — | 1 | 03/13/2026 | ☆ | ||
| 37841 | Jcm Fund Manager, Llc CRD 173656 | Plymouth, MA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 37842 | Jdp Capital Management, Llc CRD 158363 | Livingston, TX | Investment Adviser | — | 01/13/2026 | ☆ | |||
| 37843 | Jecap Management, Llc CRD 311283 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37844 | Jedivc Management Llc CRD 300882 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37845 | Jeereddi Investments, Lp CRD 158075 | Glendale, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 37846 | Jef Clear Quant Ltd CRD 343301 | Denver, CO | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 37847 | Jefferies Capital Partners Llc CRD 161498 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37848 | Jefferies Research Services Llc CRD 292142 | New York, NY | Investment Adviser | — | 248 | 02/27/2026 | ☆ | ||
| 37849 | Jei Investment Management, Llc CRD 169455 | San Diego, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37850 | Jeito Capital Llc CRD 318635 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ |