Investment advisers
45,254 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 |
|---|---|---|---|---|---|---|---|---|---|
| 38001 | Insight Investment Research Llp CRD 168324 | Investment Adviser | — | 25 | 3 | 06/19/2025 | ☆ | ||
| 38002 | Insightquant Ai CRD 335561 | Denver, CO | Investment Adviser | — | 03/18/2025 | ☆ | |||
| 38003 | Insightquant Ai Technologies Inc CRD 336854 | Denver, CO | Investment Adviser | — | 05/29/2025 | ☆ | |||
| 38004 | Insignia Ventures Partners Pte. Ltd. CRD 290615 | Singapore | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 38005 | Inspiration Venture Partners, Llc CRD 315207 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 38006 | Inspire Global Ventures Management Company, Llc CRD 327960 | Investment Adviser | — | 07/16/2025 | ☆ | ||||
| 38007 | Inspired Capital Partners, Llc CRD 301426 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 38008 | Instantscale Ventures, Llc CRD 269833 | Palos Verdes Estates, CA | Investment Adviser | — | 01/27/2025 | ☆ | |||
| 38009 | Instar Asset Management Inc. CRD 175395 | Toronto, On | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38010 | Instinet, Llc CRD 7897 | New York, NY | Broker-Dealer (Dually Registered) | — | 0 | 87 | 06/23/2026 | ☆ | |
| 38011 | Institutional Accounts Ltd CRD 340294 | Denver, CO | Investment Adviser | — | 01/21/2026 | ☆ | |||
| 38012 | Institutional Investing Enhancement Llc CRD 324021 | Investment Adviser | — | 1 | 02/16/2026 | ☆ | |||
| 38013 | Institutional Shareholder Services Inc. CRD 111940 | Rockville, MD | Investment Adviser | — | 2,246 | 3,350 | 10/01/2026 | ☆ | |
| 38014 | Institutional Venture Management Xiv, Llc CRD 165005 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 38015 | Institutional Venture Management Xv, Llc CRD 236786 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 38016 | Institutional Venture Management Xvi, Llc CRD 290647 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 38017 | Institutional Venture Management Xvii, Llc CRD 310356 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 38018 | Institutional Venture Management Xviii, Llc CRD 324257 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 38019 | Institutional Venture Partners Uk Llp CRD 329558 | London, England | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 38020 | Insurtech Fund Management, Llc CRD 331491 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 38021 | Int3, Llc CRD 330664 | Investment Adviser | — | 02/02/2026 | ☆ | ||||
| 38022 | Integra Asset Management Limited CRD 314552 | Difc, Dubai | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38023 | Integral Corporation CRD 288972 | Tokyo | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 38024 | Integral Financial Counselors Llc CRD 305569 | Investment Adviser | — | 1 | 2 | 10/04/2025 | ☆ | ||
| 38025 | Integral Financial Llc CRD 120343 | Cupertino, CA | Insurance-Affiliated | — | 0 | 1 | 02/10/2026 | ☆ | |
| 38026 | Integral Private Wealth Advisors L.L.C. CRD 319284 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 38027 | Integrated Capital Management Llc CRD 298438 | Los Angeles, CA | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 38028 | Integrated Financial Planning Solutions, Llc CRD 153824 | Goshen, IN | Investment Adviser | — | 164 | 1 | 01/12/2026 | ☆ | |
| 38029 | Integrated Investment Asset Management, Llc CRD 313990 | Investment Adviser | — | 02/24/2026 | ☆ | ||||
| 38030 | Integrated Management Services Spv Llc CRD 310320 | Bloomfield Hills, MI | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 38031 | Integrated Management Systems Capital Management Llc CRD 343591 | East Orange, NJ | Investment Adviser | — | 4 | 09/11/2026 | ☆ | ||
| 38032 | Integritas Capital Management Llc CRD 277086 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 38033 | Integritas Wealth Management Llc CRD 310193 | Carbondale, IL | Investment Adviser | — | 0 | 2 | 02/04/2026 | ☆ | |
| 38034 | Integrity Advisers Llc CRD 310757 | Los Angeles, CA | Investment Adviser | — | 0 | 0 | 01/06/2026 | ☆ | |
| 38035 | Integrity Holdings Group Llc CRD 329841 | Bluffton, SC | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38036 | Integrity Investing Llc CRD 340276 | Happy Valley, OR | Investment Adviser | — | 1 | 09/14/2026 | ☆ | ||
| 38037 | Integrity Venture Partners, L.L.C. CRD 297551 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38038 | Intelis Capital Llc CRD 305320 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 38039 | Intellectual Village, Llc CRD 328203 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 38040 | Intelligent Lending Advisers, Llc CRD 282368 | Boston, MA | Investment Adviser | — | 06/12/2026 | ☆ | |||
| 38041 | Intellivest Securities Research, Inc CRD 147288 | Broker-Dealer (Dually Registered) | — | 05/20/2008 | ☆ | ||||
| 38042 | Intellivest Securities, Inc. CRD 145022 | Broker-Dealer (Dually Registered) | — | 05/20/2008 | ☆ | ||||
| 38043 | Intent Advice, Inc. CRD 322060 | Yarmouth, ME | Investment Adviser | — | 1 | 03/31/2026 | ☆ | ||
| 38044 | Intentional Growth Advisors Llc CRD 335965 | Investment Adviser | — | 1 | 07/17/2026 | ☆ | |||
| 38045 | Inter Advisors Llc CRD 336420 | Miami, FL | Investment Adviser | — | 0 | 8 | 03/31/2026 | ☆ | |
| 38046 | Interactive Venture Partners Llc CRD 327825 | Greenwich, CT | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 38047 | Interblock Capital Management, Llc CRD 300432 | Naples, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38048 | Intercept Venture Management, Llc CRD 283982 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 38049 | Intercontinental Capital Management, Llc CRD 157282 | Boston, MA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 38050 | Interest Financial, Llc CRD 300418 | Tampa, FL | Investment Adviser | — | 67,325 | 4 | 07/02/2026 | ☆ |