Investment advisers
44,715 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 |
|---|---|---|---|---|---|---|---|---|---|
| 39001 | Mastermind Holdings Llc CRD 337699 | The Villages, FL | Insurance-Affiliated | — | 06/27/2025 | ☆ | |||
| 39002 | Masterplan Retirement Consultants, Inc. CRD 171497 | Marietta, GA | Insurance-Affiliated | — | 6 | 08/24/2026 | ☆ | ||
| 39003 | Masters Research Partners Llc CRD 163260 | Boca Raton, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39004 | Mastry Im, Llc CRD 334016 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39005 | Mata Hightech Ltd CRD 324048 | Tel Aviv | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 39006 | Mata Technologies Ventures Iii (2021) Ltd CRD 324050 | Tel Aviv | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 39007 | Mata Ventures Technologies Ltd CRD 324049 | Tel Aviv | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 39008 | Matador Capital Llc CRD 332932 | Plano, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39009 | Matador Ventures Capital Partners, Llc CRD 326016 | Investment Adviser | — | 02/06/2026 | ☆ | ||||
| 39010 | Matador Pala Capital, Llc CRD 326029 | Los Angeles, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 39011 | Matchett Advisory Services Llc CRD 290439 | Investment Adviser | — | 01/28/2026 | ☆ | ||||
| 39012 | Matchstick Ventures, Llc CRD 241794 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 39013 | Material Impact Management, Llc CRD 286487 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39014 | Materialized View Capital Llc CRD 332913 | Investment Adviser | — | 01/27/2026 | ☆ | ||||
| 39015 | Math Venture Partners Management, Llc CRD 194519 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 39016 | Mathcapital Management, Lp CRD 340349 | Investment Adviser | — | 02/17/2026 | ☆ | ||||
| 39017 | Mathias, Julius CRD 155973 | Insurance-Affiliated | — | 1 | 04/18/2013 | ☆ | |||
| 39018 | Matrix Partners India Management, Llc CRD 161638 | Port Louis | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39019 | Matrix Partners Management Services, Lp CRD 161792 | Cambridge, MA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 39020 | Matson Capital Llc CRD 335193 | Mason, OH | Investment Adviser | — | 10 | 05/15/2026 | ☆ | ||
| 39021 | Mattan Capital Partners, Lp CRD 333560 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 39022 | Matter Real Estate Llp CRD 319326 | London | Investment Adviser | — | 07/03/2025 | ☆ | |||
| 39023 | Matter Venture Partners, Llc CRD 327181 | Los Altos, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 39024 | Matter Ventures, Llc CRD 166890 | Investment Adviser | — | 03/31/2020 | ☆ | ||||
| 39025 | Matterhorn Financial Planning Llc CRD 167996 | Pocatello, ID | Investment Adviser | — | 61 | 1 | 01/06/2026 | ☆ | |
| 39026 | Matterhorn Management, L.L.C. CRD 163866 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 39027 | Matterscale Ventures Capital, Llc CRD 324612 | Investment Adviser | — | 02/12/2026 | ☆ | ||||
| 39028 | Mattix Wealth Management Llc CRD 226648 | Investment Adviser | — | 21 | 1 | 01/13/2026 | ☆ | ||
| 39029 | Mattk Nc Ai Spv Gp Llc CRD 336430 | Investment Adviser | — | 02/10/2026 | ☆ | ||||
| 39030 | Maua Capital Real Estate Ltda CRD 285890 | Sao Paulo, Sp | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 39031 | Mauloa Management, Llc CRD 329532 | Potomac, MD | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 39032 | Mauna Kea Capital Llc CRD 333755 | Newport Beach, CA | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 39033 | Maune Fund Management, Llc CRD 337604 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 39034 | Maura Madden Financial Planning Llc CRD 314657 | Investment Adviser | — | 24 | 1 | 03/02/2026 | ☆ | ||
| 39035 | Maven Ventures Growth Labs Management Company, Llc. CRD 167770 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39036 | Maverick Tech Fund Manager CRD 339973 | Frisco, TX | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 39037 | Maverick Ventures Gp Ltd. CRD 309959 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39038 | Mavericus Retirement Services Llc CRD 321951 | Investment Adviser | — | 21 | 1 | 05/01/2026 | ☆ | ||
| 39039 | Maveron Llc CRD 160495 | Seattle, WA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 39040 | Mavinex Ltd CRD 337486 | San Jose, CA | Broker-Dealer (Dually Registered) | — | 06/12/2025 | ☆ | |||
| 39041 | Mavos Capital Management, Llc CRD 323959 | Investment Adviser | — | 03/01/2023 | ☆ | ||||
| 39042 | Max Ventures Management, Llc CRD 321920 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 39043 | Maxine Starr Weiner CRD 125834 | Insurance-Affiliated | — | 6 | 1 | 03/09/2026 | ☆ | ||
| 39044 | Maya Capital Management, Llc CRD 304098 | San Paulo, Sao Paulo | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39045 | Maycomb Outcomes Llc CRD 304785 | Brooklyn, NY | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 39046 | Maycomb Ventures, Llc CRD 314186 | Brooklyn, NY | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 39047 | Mayers Investment Company, Llc CRD 143134 | Vernon, AL | Broker-Dealer (Dually Registered) | — | 1 | 05/08/2026 | ☆ | ||
| 39048 | Mayfair Equity Partners Llp CRD 283275 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 39049 | Mayfair Pointe Capital Llc CRD 340615 | Orlando, FL | Investment Adviser | — | 2 | 03/23/2026 | ☆ | ||
| 39050 | Mayfield Fund, L.L.C., A Delaware Limited Liability Company CRD 161685 | Menlo Park, CA | Investment Adviser | — | 08/05/2026 | ☆ |