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 |
|---|---|---|---|---|---|---|---|---|---|
| 38301 | Jgl Advisory Llc CRD 339488 | Venice, CA | Investment Adviser | — | 0 | 1 | 02/11/2026 | ☆ | |
| 38302 | Jgs Wealth Management, Llc CRD 154646 | Colchester, CT | Investment Adviser | — | 1 | 01/08/2026 | ☆ | ||
| 38303 | Jhb Capital Management Llc CRD 337922 | Sandy, UT | Investment Adviser | — | 1 | 1 | 03/17/2026 | ☆ | |
| 38304 | Jhl Investment Firm Inc CRD 298362 | Westminster, CA | Insurance-Affiliated | — | 1 | 06/04/2026 | ☆ | ||
| 38305 | Jhsf Capital Ltda. CRD 332337 | São Paulo | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 38306 | Jibe Select 1 Management Ltd CRD 330202 | Tel Aviv | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 38307 | Jibe Ventures Gp, Llc CRD 311847 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 38308 | Jin Investment Management Pte. Ltd. CRD 323101 | Singapore | Investment Adviser | — | 09/30/2026 | ☆ | |||
| 38309 | Jinde Asset Management (Hong Kong) Limited CRD 297102 | Hong Kong | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 38310 | Jinge Asset Management (Hk) Limited CRD 327808 | Hong Kong | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 38311 | Jive Investments Gestao De Recursos E Consultoria S.A. CRD 330171 | Sao Paulo | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 38312 | Jjb Angel Gp, Llc CRD 299199 | Investment Adviser | — | 03/31/2021 | ☆ | ||||
| 38313 | Jjbeshara Management, Llc CRD 318505 | Investment Adviser | — | 03/14/2023 | ☆ | ||||
| 38314 | Jjj Capital Management (Difc) Limited CRD 335078 | Difc | Investment Adviser | — | 09/08/2026 | ☆ | |||
| 38315 | Jjj Capital Management Llp CRD 329074 | London | Investment Adviser | — | 09/08/2026 | ☆ | |||
| 38316 | Jk Capital Management Ltd. CRD 163068 | Hong Kong | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 38317 | Jk Withus Co. Ltd. CRD 338928 | Seocho Gu, Seoul | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 38318 | Jm Advisors, Llc CRD 159351 | Albany, NY | Investment Adviser | — | 23 | 1 | 02/20/2026 | ☆ | |
| 38319 | Jm Financial Limited CRD 293667 | Mumbai, Maharastra | Broker-Dealer (Dually Registered) | — | 06/27/2026 | ☆ | |||
| 38320 | Jm Financial Overseas Holdings Private Limited CRD 162305 | Ebene | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 38321 | Jmac Financial Planning & Investment Services Pllc CRD 164711 | Investment Adviser | — | 1 | 01/08/2025 | ☆ | |||
| 38322 | Jmb Financial Managers, Inc. CRD 136344 | Santa Ana, CA | Insurance-Affiliated | — | 0 | 2 | 09/02/2026 | ☆ | |
| 38323 | Jmc Wealth Management, Inc. CRD 140984 | Chicago, IL | Investment Adviser | — | 0 | 2 | 03/13/2026 | ☆ | |
| 38324 | Jmh Financial Llc CRD 341165 | Investment Adviser | — | 1 | 10/06/2026 | ☆ | |||
| 38325 | Jne Partners Llp CRD 300860 | London | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 38326 | Jnr Equity Fund I Manager Llc CRD 324939 | Waltham, MA | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 38327 | Jnr Equity Fund Ii Manager Llc CRD 336845 | Waltham, MA | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 38328 | John Andrew Gaines CRD 135700 | Laguna Niguel, CA | Insurance-Affiliated | — | 1 | 03/31/2026 | ☆ | ||
| 38329 | John S. Reale Jr. CRD 289366 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 38330 | John Schooler Jones Llc CRD 129834 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 38331 | John Tumazos Advisory And Compensated Research, Llc CRD 157606 | Investment Adviser | — | 0 | 1 | 04/18/2026 | ☆ | ||
| 38332 | Johnson O'connor Wealth Management, Llc CRD 285759 | Wakefield, MA | Investment Adviser | — | 63 | 1 | 03/10/2026 | ☆ | |
| 38333 | Johnson, Nathaneo CRD 327775 | Investment Adviser | — | 07/21/2023 | ☆ | ||||
| 38334 | Join Beyond, Llc CRD 337915 | San Diego, CA | Investment Adviser | — | 05/04/2026 | ☆ | |||
| 38335 | Joint Growth Partners Gp, Llc CRD 340950 | Investment Adviser | — | 04/13/2026 | ☆ | ||||
| 38336 | Jolly Vc, Llc CRD 331498 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 38337 | Jolly, Robin K CRD 311891 | Investment Adviser | — | 1 | 09/18/2026 | ☆ | |||
| 38338 | Jon A Nixon Cpa Pc CRD 127550 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 38339 | Jon Luskin, Llc CRD 314744 | Investment Adviser | — | 58 | 1 | 03/10/2026 | ☆ | ||
| 38340 | Jonathan Richardson CRD 299733 | Investment Adviser | — | 0 | 02/03/2026 | ☆ | |||
| 38341 | Jones Street Investment Partners, Llc CRD 312542 | Boston, MA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38342 | Joseph Grace Holdings, Inc. CRD 103580 | New York, NY | Broker-Dealer (Dually Registered) | — | 0 | 5 | 10/09/2026 | ☆ | |
| 38343 | Joseph P. Kirlin Iii CRD 123733 | Insurance-Affiliated | — | 1 | 08/25/2023 | ☆ | |||
| 38344 | Joshua Duvall Financial Planning & Accounting, Llc CRD 287940 | Investment Adviser | — | 0 | 1 | 02/20/2026 | ☆ | ||
| 38345 | Joule Ventures Llc CRD 307760 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 38346 | Journal Capital Management, Llc CRD 315133 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 38347 | Journey Investments, Llc CRD 146777 | Loveland, CO | Insurance-Affiliated | — | 95 | 3 | 04/02/2026 | ☆ | |
| 38348 | Journeyone Ventures, Llc CRD 314993 | Investment Adviser | — | 03/28/2025 | ☆ | ||||
| 38349 | Jovan, Ltd. CRD 121116 | Ashland, OH | Investment Adviser | — | 1 | 05/27/2026 | ☆ | ||
| 38350 | Joy Capital Management, Ltd. CRD 277061 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ |