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 |
|---|---|---|---|---|---|---|---|---|---|
| 39401 | Momentum Capital Partners Alpha Advisor Limited CRD 301577 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39402 | Momentum Capital Partners Fund Iv Advisor Limited CRD 301580 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39403 | Momentum Financial Planning Llc CRD 298861 | Investment Adviser | — | 32 | 1 | 02/10/2026 | ☆ | ||
| 39404 | Momentum Trading Academy Ltd CRD 339842 | Denver, CO | Investment Adviser | — | 12/04/2025 | ☆ | |||
| 39405 | Monad Capital Management Llc CRD 335331 | Investment Adviser | — | 04/29/2025 | ☆ | ||||
| 39406 | Monarch Capital Group, Llc CRD 47815 | New York, NY | Broker-Dealer (Dually Registered) | — | 8 | 05/07/2013 | ☆ | ||
| 39407 | Monarch Investment Management Lp CRD 342343 | New York, NY | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 39408 | Monark Capital Management, Llc CRD 333350 | New York, NY | Investment Adviser | — | 06/03/2026 | ☆ | |||
| 39409 | Monashees Gestão De Investimentos Ltda CRD 163664 | São Paulo | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39410 | Moncap Holdings, Llc CRD 319357 | Boulder, CO | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39411 | Mondrian Investment Partners (U.S.), Inc. CRD 132427 | Radnor, PA | Investment Adviser | — | 0 | 22 | 03/30/2026 | ☆ | |
| 39412 | Moneta Ventures, Llc CRD 173651 | Folsom, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39413 | Money Evolution, Llc CRD 269917 | Bloomfield Hills, MI | Investment Adviser | — | 3 | 03/23/2026 | ☆ | ||
| 39414 | Money Garden Llc CRD 324435 | Investment Adviser | — | 06/20/2024 | ☆ | ||||
| 39415 | Money Grads, Llc CRD 299498 | Investment Adviser | — | 1 | 03/19/2019 | ☆ | |||
| 39416 | Money Methods, Inc. CRD 109298 | Amarillo, TX | Investment Adviser | — | 302 | 2 | 03/29/2026 | ☆ | |
| 39417 | Money Strategies, Inc. CRD 310763 | Redlands, CA | Investment Adviser | — | 3 | 03/03/2026 | ☆ | ||
| 39418 | Moneybridge Mind Inc CRD 337797 | Denver, CO | Broker-Dealer (Dually Registered) | — | 07/04/2025 | ☆ | |||
| 39419 | Moneyfluent Llc CRD 322788 | Columbus, OH | Investment Adviser | — | 1 | 03/16/2026 | ☆ | ||
| 39420 | Moneysense Llc CRD 333307 | Missoula, MT | Investment Adviser | — | 1 | 06/23/2026 | ☆ | ||
| 39421 | Moneytime International, Llc CRD 323993 | Woodside, CA | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 39422 | Monitor Venture Associates, Llc CRD 160747 | Investment Adviser | — | 06/08/2026 | ☆ | ||||
| 39423 | Monk's Hill Ventures Pte. Ltd. CRD 174950 | Singapore | Investment Adviser | — | 11/19/2025 | ☆ | |||
| 39424 | Monmouth Ventures, Llc CRD 305452 | Southlake, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39425 | Monograph Capital Advisors (Uk), Llp CRD 315848 | London | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 39426 | Monograph Capital Advisors, L.P. CRD 315988 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 39427 | Monolith Management Limited CRD 322982 | Hong Kong | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 39428 | Monolith Venture Advisory Limited CRD 324610 | Grand Cayman | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 39429 | Mont Blanc Asset, Inc. CRD 154853 | Investment Adviser | — | 0 | 3 | 07/14/2026 | ☆ | ||
| 39430 | Mont Wealth Management, Llc CRD 340142 | San Francisco, CA | Investment Adviser | — | 0 | 2 | 03/03/2026 | ☆ | |
| 39431 | Monta Vista Capital Management, Llc CRD 172403 | Investment Adviser | — | 02/10/2026 | ☆ | ||||
| 39432 | Montage Capital Holdings, Llc CRD 164391 | Campbell, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 39433 | Montage Ventures, Llc CRD 169560 | Menlo Park, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39434 | Montagu Private Equity, Llp CRD 161890 | London | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 39435 | Montana Capital Partners Ag CRD 293568 | Baar, Zug | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39436 | Montana Landvest, Inc. CRD 222511 | Bozeman, MT | Investment Adviser | — | 1 | 02/27/2026 | ☆ | ||
| 39437 | Monte Carlo Capital Partners, Llc CRD 332798 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 39438 | Monte Rosa Ventures Management, Llc CRD 334531 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 39439 | Monterey Associates CRD 289727 | Investment Adviser | — | 40 | 1 | 03/31/2026 | ☆ | ||
| 39440 | Monterro Fund Management Ab CRD 325253 | Stockholm | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 39441 | Montfort Capital Partners, Llc CRD 332207 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39442 | Montgomery Financial Planning Llc CRD 340835 | Investment Adviser | — | 1 | 03/31/2026 | ☆ | |||
| 39443 | Monticello Associates, Llc CRD 107392 | Denver, CO | Investment Adviser | — | 426 | 58 | 05/08/2026 | ☆ | |
| 39444 | Montipora Capital Management Llc CRD 341920 | Investment Adviser | — | 07/28/2026 | ☆ | ||||
| 39445 | Montreux Venture Management, L.L.C. CRD 163892 | Fremont, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39446 | Montrose Lane, Lp CRD 289504 | Houston, TX | Investment Adviser | — | 03/29/2024 | ☆ | |||
| 39447 | Monty Asset Management Llc CRD 318650 | Investment Adviser | — | 08/04/2026 | ☆ | ||||
| 39448 | Monument Asset Management, Llc CRD 305827 | Investment Adviser | — | 1 | 03/19/2026 | ☆ | |||
| 39449 | Moo Point Capital Management Llc CRD 327092 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 39450 | Mooberry Financial Management, Llc CRD 114512 | Lawrence, KS | Insurance-Affiliated | — | 45 | 6 | 03/20/2026 | ☆ |