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 |
|---|---|---|---|---|---|---|---|---|---|
| 38901 | Legacy Estate Planning Group, Inc. CRD 152422 | Omaha, NE | Investment Adviser | — | 1 | 09/01/2026 | ☆ | ||
| 38902 | Legacy Financial Advisors, Llc CRD 130350 | Investment Adviser | — | 1 | 05/21/2026 | ☆ | |||
| 38903 | Legacy Financial Planners Llc CRD 122921 | Carmel, IN | Investment Adviser | — | 1 | 03/01/2026 | ☆ | ||
| 38904 | Legacy Path Advisors Llc CRD 327568 | Investment Adviser | — | 1 | 09/24/2026 | ☆ | |||
| 38905 | Legacy Pharma Invest Gp Inc. CRD 329146 | Toronto, On | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38906 | Legacy Planning Advisors, Llc CRD 158700 | Investment Adviser | — | 0 | 1 | 03/24/2026 | ☆ | ||
| 38907 | Legacy Resources Nc, Llc CRD 123144 | Insurance-Affiliated | — | 1 | 1 | 09/25/2026 | ☆ | ||
| 38908 | Legacy Two Advisors, Llc CRD 341717 | Mashpee, MA | Investment Adviser | — | 05/07/2026 | ☆ | |||
| 38909 | Legacy Wealth Advisor Llc CRD 334697 | Lynchburg, VA | Investment Adviser | — | 1 | 03/06/2026 | ☆ | ||
| 38910 | Legate Capital Management, L.P. CRD 328193 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 38911 | Legend Capital Management Limited CRD 163586 | Beijing | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38912 | Legendary Ventures, Llc. CRD 325984 | New York, NY | Investment Adviser | — | 01/23/2026 | ☆ | |||
| 38913 | Legion Vc Partners Llc CRD 341689 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 38914 | Lehman, Clark M CRD 134477 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 38915 | Leib, Barclay Thorndike CRD 285591 | Investment Adviser | — | 2 | 1 | 03/25/2026 | ☆ | ||
| 38916 | Leibniz Group Corp. CRD 329041 | Road Town | Investment Adviser | — | 03/26/2025 | ☆ | |||
| 38917 | Leifm Llc CRD 336293 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 38918 | Leitmotif Management, Llc CRD 329025 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38919 | Lemniscap Global Limited CRD 325597 | George Town | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 38920 | Lemnos Labs Inc. CRD 163685 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 38921 | Lemvega Capital Llc. CRD 326685 | San Juan, PR | Investment Adviser | — | 07/01/2026 | ☆ | |||
| 38922 | Lending Ark Asia Secured Private Debt Management Limited CRD 309441 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38923 | Lenet Financial Resources, Llc CRD 143249 | Investment Adviser | — | 1 | 06/10/2013 | ☆ | |||
| 38924 | Length Llc CRD 333109 | Lafayette, CA | Investment Adviser | — | 03/27/2025 | ☆ | |||
| 38925 | Lenrich Capital Corporation CRD 316176 | New York, NY | Investment Adviser | — | 1 | 03/18/2026 | ☆ | ||
| 38926 | Lens Flow Capital Llc CRD 328374 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 38927 | Leo Funds Americas, Llc CRD 340323 | Hurst, TX | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 38928 | Leo Gp Gmbh CRD 330885 | Munich | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 38929 | Leonard Martin & Associates, Inc. CRD 147586 | Warwick, RI | Insurance-Affiliated | — | 2 | 03/26/2026 | ☆ | ||
| 38930 | Leonis Capital Partners, Llc CRD 330447 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38931 | Leopard Capital Advisors Co Ltd CRD 283766 | Trianon | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 38932 | Lerer Hippeau Ventures Management, Llc CRD 162263 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38933 | Leroy Advisers, Llc CRD 324309 | Dallas, TX | Investment Adviser | — | 03/14/2023 | ☆ | |||
| 38934 | Les Bordes Gp, Limited CRD 317108 | St Helier, Jersey | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38935 | Lettin Wealth Management Group, Inc. CRD 149116 | Lake Oswego, OR | Investment Adviser | — | 3 | 01/20/2026 | ☆ | ||
| 38936 | Leumas Advisors, Llc CRD 121577 | Investment Adviser | — | 1 | 05/05/2017 | ☆ | |||
| 38937 | Level Iii Capital Llc CRD 315900 | Dallas, TX | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38938 | Level One Global Fund I Gp, Llc CRD 306749 | Miami, FL | Investment Adviser | — | 12/18/2020 | ☆ | |||
| 38939 | Levelized Capital Management Llc CRD 329588 | Santa Barbara, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 38940 | Lever Vc Fund Ii Technical Advisors Llc CRD 324666 | Investment Adviser | — | 06/02/2026 | ☆ | ||||
| 38941 | Leviathan Ventures Management, Llc CRD 343401 | Austin, TX | Investment Adviser | — | 07/17/2026 | ☆ | |||
| 38942 | Levin & Levy, Llp CRD 138254 | Northbrook, IL | Investment Adviser | — | 07/05/2006 | ☆ | |||
| 38943 | Levin Financial Planning CRD 133236 | Investment Adviser | — | 10 | 1 | 03/31/2026 | ☆ | ||
| 38944 | Levine, David Alan CRD 167584 | Investment Adviser | — | 1 | 01/26/2026 | ☆ | |||
| 38945 | Lewis Johnson CRD 114264 | Investment Adviser | — | 1 | 02/18/2026 | ☆ | |||
| 38946 | Lewis, Jerome CRD 147430 | Insurance-Affiliated | — | 1 | 04/22/2023 | ☆ | |||
| 38947 | Lex Capital Management Inc. CRD 166816 | Regina | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 38948 | Lex Ferenda Litigation Funding Llc CRD 327188 | Rye Brook, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38949 | Lex Hills Capital, Llc CRD 308392 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 38950 | Lexi Ventures Llc CRD 338060 | San Francisco, CA | Investment Adviser | — | 02/13/2026 | ☆ |