Investment advisers
45,266 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 |
|---|---|---|---|---|---|---|---|---|---|
| 39551 | Mcpf Gp Holdings, Inc. CRD 163566 | Westlake, OH | Broker-Dealer (Dually Registered) | — | 03/20/2025 | ☆ | |||
| 39552 | Mcquade, Kathleen Mary CRD 155892 | Investment Adviser | — | 10 | 1 | 12/23/2025 | ☆ | ||
| 39553 | Mcshea Properties, Llc CRD 167823 | Investment Adviser | — | 02/12/2026 | ☆ | ||||
| 39554 | Mctc Investments Holdings (Hong Kong) Limited CRD 334728 | Hong Kong | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 39555 | Mcvittie Financial Advisors, Llc CRD 142779 | Investment Adviser | — | 90 | 2 | 03/30/2026 | ☆ | ||
| 39556 | Mcwhorter Ventures, Llc CRD 328230 | Nashville, TN | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39557 | Mcwilliams Financial Advisory Group Llc CRD 143219 | Atlanta, GA | Investment Adviser | — | 1 | 03/02/2026 | ☆ | ||
| 39558 | Mdc Financial Research, Llc CRD 149221 | Investment Adviser | — | 21 | 2 | 03/22/2026 | ☆ | ||
| 39559 | Mdd Ventures, Llc CRD 327367 | Investment Adviser | — | 01/06/2025 | ☆ | ||||
| 39560 | Mdv Management Co. L.L.C CRD 163182 | San Mateo, CA | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 39561 | Meadowbrook Asset Management, Llc CRD 331844 | Investment Adviser | — | 0 | 1 | 02/20/2026 | ☆ | ||
| 39562 | Measure 8 Ventures Management Llc CRD 300902 | Stamford, CT | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39563 | Measure Twice Financial Llc CRD 313656 | Investment Adviser | — | 1 | 07/13/2026 | ☆ | |||
| 39564 | Measured Capital, Llc CRD 324014 | Trussville, AL | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 39565 | Measured Ventures, Llc CRD 320638 | Investment Adviser | — | 02/16/2026 | ☆ | ||||
| 39566 | Mechanica Partners Management Llc CRD 328306 | Investment Adviser | — | 03/28/2025 | ☆ | ||||
| 39567 | Medcentric Financial Network CRD 115826 | Investment Adviser | — | 1 | 03/31/2026 | ☆ | |||
| 39568 | Mederi Capital Management, Lp CRD 304977 | Dallas, TX | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 39569 | Media Development Investment Fund, Inc. CRD 282385 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39570 | Mediatech Administrative V, Llc CRD 301637 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39571 | Medical Excellence Capital, Llc CRD 318278 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 39572 | Medical Funding Professionals Llc CRD 311323 | Lake Tahoe, NV | Investment Adviser | — | 6 | 1 | 03/25/2026 | ☆ | |
| 39573 | Medici Capital Partners Management Llc CRD 317585 | San Jose, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 39574 | Medicxi Ventures Management (Jersey) Limited CRD 283504 | St. Helier | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 39575 | Medina Investment Advisors, Llc CRD 338985 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 39576 | Medit Capital Partners Lp CRD 328405 | New York, NY | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 39577 | Meditation Capital Management Lp CRD 335071 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 39578 | Medtex Ventures, Llc CRD 313202 | Norwalk, CT | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39579 | Meehan Wealth Advisors, Llc CRD 164141 | Investment Adviser | — | 5 | 2 | 01/12/2026 | ☆ | ||
| 39580 | Megalith Technology, Llc CRD 317950 | Tiburon, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 39581 | Megan O'connor Capital, Llc CRD 315673 | Investment Adviser | — | 02/23/2026 | ☆ | ||||
| 39582 | Megantic Capital, Llc CRD 340595 | Investment Adviser | — | 02/02/2026 | ☆ | ||||
| 39583 | Megasurge Capital Inc CRD 343513 | Denver, CO | Investment Adviser | — | 07/02/2026 | ☆ | |||
| 39584 | Megg Investment, Llc CRD 329124 | Mercer Island, WA | Investment Adviser | — | 03/28/2024 | ☆ | |||
| 39585 | Meghalaya Partners, L.P. CRD 226615 | Greenwich, CT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39586 | Mehle Capital Llc CRD 341846 | Investment Adviser | — | 03/29/2026 | ☆ | ||||
| 39587 | Mei Lin Capital Llc CRD 322418 | Jersey City, NJ | Investment Adviser | — | 07/08/2026 | ☆ | |||
| 39588 | Meixin Management Llc CRD 285614 | Hong Kong | Investment Adviser | — | 08/12/2026 | ☆ | |||
| 39589 | Mekong Capital Partners CRD 163227 | George Town, Grand Cayman, Ky1 9008 | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39590 | Mekong Capital Partners Iv CRD 335610 | George Town | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39591 | Melanie Lane Capital Management, Llc CRD 333080 | Boston, MA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39592 | Melford Capital Partners Llp CRD 161945 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 39593 | Melford Care Ii Gp Ltd. CRD 337640 | St. Peter Port | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 39594 | Melford Iii Gp Ltd CRD 314729 | St Peter Port | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 39595 | Melford Iv Gp Ltd. CRD 337638 | St. Peter Port | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 39596 | Meliorate Management, Llc CRD 328908 | Mercer Island, WA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39597 | Melissa L George CRD 144815 | Atlanta, GA | Insurance-Affiliated | — | 0 | 1 | 04/25/2026 | ☆ | |
| 39598 | Melitas Ventures Llc CRD 309510 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 39599 | Melius Research Llc CRD 312314 | New York, NY | Investment Adviser | — | 155 | 22 | 03/03/2026 | ☆ | |
| 39600 | Melody Capital Partners, Lp CRD 295190 | New York, NY | Investment Adviser | — | 03/19/2026 | ☆ |