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 |
|---|---|---|---|---|---|---|---|---|---|
| 39601 | N CRD 342551 | Investment Adviser | — | 2 | 05/20/2026 | ☆ | |||
| 39602 | N CRD 167104 | Investment Adviser | — | 3 | 05/11/2026 | ☆ | |||
| 39603 | N CRD 342153 | Investment Adviser | — | 8 | 05/11/2026 | ☆ | |||
| 39604 | N CRD 340376 | Investment Adviser | — | 4 | 04/23/2026 | ☆ | |||
| 39605 | N CRD 339640 | Investment Adviser | — | 3 | 1 | 04/29/2026 | ☆ | ||
| 39606 | N CRD 340144 | Investment Adviser | — | 10 | 04/24/2026 | ☆ | |||
| 39607 | N CRD 147306 | Investment Adviser | — | 0 | 3 | 03/31/2026 | ☆ | ||
| 39608 | N CRD 341575 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 39609 | N CRD 173823 | Investment Adviser | — | 1 | 4 | 03/30/2026 | ☆ | ||
| 39610 | N CRD 335769 | Investment Adviser | — | 1 | 03/16/2026 | ☆ | |||
| 39611 | N CRD 340301 | Investment Adviser | — | 1 | 03/02/2026 | ☆ | |||
| 39612 | N CRD 336171 | Investment Adviser | — | 2 | 03/12/2026 | ☆ | |||
| 39613 | N CRD 286109 | Investment Adviser | — | 241 | 37 | 02/13/2026 | ☆ | ||
| 39614 | N CRD 109174 | Investment Adviser | — | 8 | 2 | 02/03/2026 | ☆ | ||
| 39615 | N CRD 304344 | Investment Adviser | — | 25 | 02/17/2026 | ☆ | |||
| 39616 | N CRD 340990 | Investment Adviser | — | 0 | 5 | 02/18/2026 | ☆ | ||
| 39617 | N CRD 340122 | Investment Adviser | — | 5 | 02/13/2026 | ☆ | |||
| 39618 | N CRD 340093 | Investment Adviser | — | 2 | 1 | 01/12/2026 | ☆ | ||
| 39619 | N CRD 338720 | Investment Adviser | — | 2 | 01/07/2026 | ☆ | |||
| 39620 | N CRD 336215 | Investment Adviser | — | 1 | 01/20/2026 | ☆ | |||
| 39621 | N CRD 110754 | Investment Adviser | — | 1 | 01/06/2026 | ☆ | |||
| 39622 | N CRD 283236 | Investment Adviser | — | 0 | 2 | 12/06/2025 | ☆ | ||
| 39623 | N CRD 339178 | Investment Adviser | — | 1 | 12/04/2025 | ☆ | |||
| 39624 | N CRD 338981 | Investment Adviser | — | 2 | 7 | 12/24/2025 | ☆ | ||
| 39625 | N CRD 339311 | Investment Adviser | — | 4 | 1 | 12/01/2025 | ☆ | ||
| 39626 | N CRD 339846 | Investment Adviser | — | 1 | 12/23/2025 | ☆ | |||
| 39627 | N CRD 327035 | Investment Adviser | — | 0 | 2 | 12/18/2025 | ☆ | ||
| 39628 | N CRD 330531 | Investment Adviser | — | 9 | 12/16/2025 | ☆ | |||
| 39629 | N CRD 338762 | Investment Adviser | — | 2 | 12/03/2025 | ☆ | |||
| 39630 | N CRD 335081 | Investment Adviser | — | 2 | 11/13/2025 | ☆ | |||
| 39631 | N CRD 338832 | Investment Adviser | — | 3 | 11/25/2025 | ☆ | |||
| 39632 | N CRD 338291 | Investment Adviser | — | 35 | 15 | 11/18/2025 | ☆ | ||
| 39633 | N CRD 323937 | Investment Adviser | — | 1 | 8 | 10/03/2025 | ☆ | ||
| 39634 | N CRD 330911 | Investment Adviser | — | 32 | 5 | 09/29/2025 | ☆ | ||
| 39635 | N CRD 155408 | Investment Adviser | — | 3 | 09/26/2025 | ☆ | |||
| 39636 | N CRD 323459 | Investment Adviser | — | 2 | 09/15/2025 | ☆ | |||
| 39637 | N CRD 169639 | Investment Adviser | — | 1 | 8 | 09/23/2025 | ☆ | ||
| 39638 | N CRD 336427 | Investment Adviser | — | 1 | 09/05/2025 | ☆ | |||
| 39639 | N CRD 336313 | Investment Adviser | — | 8 | 08/05/2025 | ☆ | |||
| 39640 | N CRD 338107 | Investment Adviser | — | 1 | 1 | 08/20/2025 | ☆ | ||
| 39641 | N CRD 330922 | Investment Adviser | — | 4 | 08/04/2025 | ☆ | |||
| 39642 | N CRD 336650 | Investment Adviser | — | 6 | 07/28/2025 | ☆ | |||
| 39643 | N CRD 330334 | Investment Adviser | — | 1 | 07/09/2025 | ☆ | |||
| 39644 | N CRD 112525 | Investment Adviser | — | 564 | 7 | 07/22/2025 | ☆ | ||
| 39645 | N CRD 313765 | Investment Adviser | — | 5 | 07/21/2025 | ☆ | |||
| 39646 | N CRD 332435 | Investment Adviser | — | 14 | 06/10/2025 | ☆ | |||
| 39647 | N CRD 337543 | Investment Adviser | — | 1 | 06/23/2025 | ☆ | |||
| 39648 | N CRD 282986 | Investment Adviser | — | 0 | 4 | 06/20/2025 | ☆ | ||
| 39649 | N CRD 284418 | Investment Adviser | — | 3 | 06/29/2025 | ☆ | |||
| 39650 | N CRD 335100 | Investment Adviser | — | 0 | 1 | 06/24/2025 | ☆ |