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 |
|---|---|---|---|---|---|---|---|---|---|
| 38951 | Lexicon Strategic Management, Llc CRD 341475 | Investment Adviser | — | 09/07/2026 | ☆ | ||||
| 38952 | Lfe Capital, Llc CRD 160288 | Naples, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 38953 | Lfg Capital Management Llc CRD 339928 | Dallas, TX | Investment Adviser | — | 04/27/2026 | ☆ | |||
| 38954 | Lfg+Zest Sa CRD 329059 | Lugano | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 38955 | Lfgh Manco, Llc CRD 343527 | Austin, TX | Investment Adviser | — | 07/14/2026 | ☆ | |||
| 38956 | Lg Financial Services, Llc CRD 325340 | Bellingham, WA | Investment Adviser | — | 2 | 03/31/2026 | ☆ | ||
| 38957 | Lg3 Capital Management, Llc CRD 304471 | Austin, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38958 | Lgfm, Llc CRD 301031 | West Hollywood, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38959 | Lgt Capital Partners (Asia Pacific) Ltd. CRD 175492 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38960 | Lgt Capital Partners (Ireland) Limited CRD 162361 | Dublin | Investment Adviser | — | 04/28/2026 | ☆ | |||
| 38961 | Lgt Capital Partners (U.K.) Limited CRD 342450 | London, Greater London | Investment Adviser | — | 10/09/2026 | ☆ | |||
| 38962 | Lgt Capital Partners Ltd CRD 162360 | Pfaeffikon | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38963 | Lgt Ils Partners Ltd CRD 175363 | Pfaeffikon | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38964 | Lgt Private Debt (France) S.A.S. CRD 336208 | Paris | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 38965 | Lgvp Management, Llc CRD 319586 | New York, NY | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 38966 | Lhg Advisory, Llc CRD 326848 | St Petersburg, FL | Investment Adviser | — | 0 | 1 | 06/05/2026 | ☆ | |
| 38967 | Liang Capital Management, Llc CRD 334844 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 38968 | Libertus Capital S.A.R.L. CRD 312189 | Luxembourg | Investment Adviser | — | 02/16/2026 | ☆ | |||
| 38969 | Liberty Financial Planning, Inc. CRD 115024 | Investment Adviser | — | 64 | 1 | 03/31/2026 | ☆ | ||
| 38970 | Liberty Partners Wealth Management Inc. CRD 344073 | New York, NY | Investment Adviser | — | 08/11/2026 | ☆ | |||
| 38971 | Liberty Ventures Investment, Llc CRD 335399 | Investment Adviser | — | 02/26/2026 | ☆ | ||||
| 38972 | Libretto, Llc CRD 292052 | Los Angeles, CA | Investment Adviser | — | 6 | 03/27/2026 | ☆ | ||
| 38973 | Lichen Ventures, Llc CRD 337768 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 38974 | Liebman Group Advisors, Llc CRD 300571 | Aliso Viejo, CA | Investment Adviser | — | 05/13/2023 | ☆ | |||
| 38975 | Lieef Llc CRD 329709 | Irvine, CA | Investment Adviser | — | 07/07/2026 | ☆ | |||
| 38976 | Lif General Partner Limited CRD 281126 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38977 | Life Investors Management Company, Lp CRD 306905 | Southlake, TX | Investment Adviser | — | 01/09/2026 | ☆ | |||
| 38978 | Life Line Family Heritage Fund Management, Llc CRD 314550 | Beverly Hills, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 38979 | Life X Ventures Management, Llc CRD 322699 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 38980 | Lifecare Funding Solutions, Llc CRD 268805 | Investment Adviser | — | 1 | 02/17/2026 | ☆ | |||
| 38981 | Lifecare Retirement Solutions Inc. CRD 291165 | Insurance-Affiliated | — | 2 | 08/24/2026 | ☆ | |||
| 38982 | Lifeforce Capital Management, Llc CRD 282550 | Chevy Chase, MD | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 38983 | Lifeguard Advisors Llc CRD 311047 | Mentor, OH | Investment Adviser | — | 1 | 02/05/2026 | ☆ | ||
| 38984 | Lifelike Management Llc CRD 324350 | Las Vegas, NV | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 38985 | Lifelong Advisory Corp CRD 336441 | Investment Adviser | — | 1 | 09/23/2026 | ☆ | |||
| 38986 | Lifelong Investment Solutions, Llc CRD 141035 | Schaumburg, IL | Investment Adviser | — | 1 | 03/04/2020 | ☆ | ||
| 38987 | Lifelong Investments, Llc CRD 129306 | West Lafayette, IN | Investment Adviser | — | 41 | 1 | 03/21/2023 | ☆ | |
| 38988 | Lifeplan Wealth Management Group Llc CRD 313899 | Insurance-Affiliated | — | 1 | 05/08/2026 | ☆ | |||
| 38989 | Lifeproof Financial Llc CRD 325322 | Investment Adviser | — | 0 | 1 | 05/11/2026 | ☆ | ||
| 38990 | Lifesci Venture Management, Llc CRD 331751 | New York, NY | Investment Adviser | — | 04/02/2026 | ☆ | |||
| 38991 | Lifetime Financial Advisors Inc CRD 138418 | Encinitas, CA | Investment Adviser | — | 14 | 03/19/2026 | ☆ | ||
| 38992 | Lifetime Financial Planning Solutions, Llc CRD 129917 | Lancaster, OH | Investment Adviser | — | 5 | 2 | 04/22/2026 | ☆ | |
| 38993 | Lifetyme Financial Advisors, Llc CRD 159809 | Scottsdale, AZ | Investment Adviser | — | 7 | 10/06/2026 | ☆ | ||
| 38994 | Lift Out Capital, Llc CRD 327583 | Greenwood Village, CO | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 38995 | Lig Fund Management, Llc CRD 328199 | Chicago, IL | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 38996 | Ligature Quarterly Fund Llc CRD 315657 | Investment Adviser | — | 02/23/2026 | ☆ | ||||
| 38997 | Light Ai, L.L.C. CRD 296068 | Bellevue, WA | Investment Adviser | — | 03/30/2020 | ☆ | |||
| 38998 | Light Bridge Ventures Management Llc CRD 330986 | Arcadia, CA | Investment Adviser | — | 06/17/2024 | ☆ | |||
| 38999 | Light Ray Ventures, Llc CRD 328413 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39000 | Lightbank Asset Management, Llc CRD 319430 | Chicago, IL | Investment Adviser | — | 03/31/2026 | ☆ |