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 |
|---|---|---|---|---|---|---|---|---|---|
| 38201 | J. Stone Management Llc CRD 324516 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38202 | J.D. Capital Partners Llc CRD 125053 | Wellesley, MA | Investment Adviser | — | 12/05/2025 | ☆ | |||
| 38203 | J.L. Huber & Associates, Inc. CRD 126305 | Investment Adviser | — | 2 | 1 | 09/10/2026 | ☆ | ||
| 38204 | J17 Us Management Inc. CRD 340218 | San Francisco, CA | Investment Adviser | — | 02/10/2026 | ☆ | |||
| 38205 | J2 Partners Llc CRD 299886 | Investment Adviser | — | 01/30/2026 | ☆ | ||||
| 38206 | J2 Ventures Advisors, Llc CRD 317140 | Boston, MA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38207 | Jab Capital Management, Llc CRD 320809 | Miami Beach, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38208 | Jab Consumer Fund Management Sarl CRD 299567 | Luxembourg | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38209 | Jabbawy Capital Mgmt Co, Llc CRD 323748 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 38210 | Jac Advisors, Llc CRD 329700 | Guaynabo, PR | Investment Adviser | — | 06/04/2025 | ☆ | |||
| 38211 | Jac Capital Management Llc CRD 335015 | Temecula, CA | Broker-Dealer (Dually Registered) | — | 04/29/2025 | ☆ | |||
| 38212 | Jackalope Capital, Llc CRD 331867 | Fair Oaks Ranch, TX | Investment Adviser | — | 04/21/2025 | ☆ | |||
| 38213 | Jackson Investment Management, Llc CRD 169736 | Investment Adviser | — | 0 | 3 | 07/26/2024 | ☆ | ||
| 38214 | Jackson Rose Management Llc CRD 334410 | Seaside Park, NJ | Investment Adviser | — | 07/30/2026 | ☆ | |||
| 38215 | Jackson Square Ventures Management Company, Llc CRD 170928 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38216 | Jadara Capital Partners Llc CRD 322388 | Investment Adviser | — | 03/18/2025 | ☆ | ||||
| 38217 | Jade Private Advisors Limited CRD 312104 | Shanghai | Investment Adviser | — | 05/06/2026 | ☆ | |||
| 38218 | Jaffa Gate Research & Advisory Group Llc CRD 314692 | Investment Adviser | — | 0 | 1 | 07/31/2026 | ☆ | ||
| 38219 | Jaguar Capital Advisors Usa, Llc CRD 315230 | Hermosa Beach, CA | Investment Adviser | — | 05/06/2026 | ☆ | |||
| 38220 | Jahnis Investment Advisers, Llc CRD 318262 | Atlanta, GA | Investment Adviser | — | 02/15/2022 | ☆ | |||
| 38221 | Jaime Alberto Hinojosa CRD 136071 | Phoenix, AZ | Insurance-Affiliated | — | 1 | 06/05/2026 | ☆ | ||
| 38222 | Jain Wealthonomics, Llc CRD 339432 | Investment Adviser | — | 1 | 03/11/2026 | ☆ | |||
| 38223 | Jak Financial Solutions Llc CRD 332025 | Falcon Heights, MN | Investment Adviser | — | 1 | 05/02/2025 | ☆ | ||
| 38224 | Jake Management, Llc CRD 336691 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 38225 | Jam Asset Maangement, Llc CRD 324194 | Burlingame, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38226 | Jam Defi Holdings, Llc CRD 318465 | Greenwich, CT | Investment Adviser | — | 02/18/2022 | ☆ | |||
| 38227 | Jam Fund, Llc CRD 311616 | Investment Adviser | — | 04/15/2026 | ☆ | ||||
| 38228 | Jam Special Opportunity Ventures Management Llc CRD 324330 | Atlanta, GA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 38229 | Jambaar Capital, Llc CRD 324856 | Dakar | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 38230 | James Equity Management, Llc CRD 334190 | Miami, FL | Investment Adviser | — | 4 | 03/31/2026 | ☆ | ||
| 38231 | James Moore Wealth Management Services, Llc CRD 329033 | Gainesville, FL | Investment Adviser | — | 1 | 09/30/2026 | ☆ | ||
| 38232 | James O. Davis CRD 113329 | Insurance-Affiliated | — | 135 | 1 | 06/09/2026 | ☆ | ||
| 38233 | James P. Hanson Accountancy Corporation CRD 119727 | Investment Adviser | — | 1 | 10/04/2026 | ☆ | |||
| 38234 | James Ruthsatz Pinnacle Advisors Llc CRD 134408 | Sandusky, OH | Investment Adviser | — | 1 | 03/16/2026 | ☆ | ||
| 38235 | James Stanford Marroquin CRD 114477 | Austin, TX | Insurance-Affiliated | — | 0 | 1 | 01/10/2025 | ☆ | |
| 38236 | Jamestown Capital Management, Llc CRD 338514 | Austin, TX | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 38237 | Jamie D. Grant Wealth Management Group, Llc CRD 154915 | Arlington, TX | Investment Adviser | — | 2 | 09/30/2025 | ☆ | ||
| 38238 | Jamro Advisors, Llc CRD 307200 | Bellevue, WA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 38239 | Jan S. Glade, Cpa (Apc) CRD 117777 | Investment Adviser | — | 1 | 10/05/2026 | ☆ | |||
| 38240 | Janchor Partners Limited CRD 160420 | Central | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38241 | Jane Carol Kelley CRD 135618 | Investment Adviser | — | 0 | 1 | 06/04/2026 | ☆ | ||
| 38242 | Janky, Michael A. CRD 164684 | Tucson, AZ | Insurance-Affiliated | — | 0 | 1 | 01/06/2026 | ☆ | |
| 38243 | Jantorno Financial Advisors, Llc CRD 131409 | Princeton, NJ | Investment Adviser | — | 45 | 1 | 06/10/2026 | ☆ | |
| 38244 | January Ventures Gp, Llc CRD 317546 | Wellesley Hills, MA | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 38245 | Janus Henderson Investors Middle East Limited CRD 334843 | Abu Dhabi, Abu Dhabi | Investment Adviser | — | 07/29/2026 | ☆ | |||
| 38246 | Janus Henderson Investors Uk Limited CRD 336704 | London | Investment Adviser | — | 07/29/2026 | ☆ | |||
| 38247 | Japan Growth Investments Alliance, Inc. CRD 331209 | Minato Ku, Tokyo | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 38248 | Japan Industrial Partners, Inc. CRD 163554 | Tokyo | Investment Adviser | — | 06/12/2026 | ☆ | |||
| 38249 | Japan Innovation Investment Company CRD 339052 | Minato Ku, Tokyo | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38250 | Jariwala Financial Wellness, Llc CRD 338561 | Mesa, AZ | Investment Adviser | — | 1 | 05/05/2026 | ☆ |