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 |
|---|---|---|---|---|---|---|---|---|---|
| 39801 | Mittler & Mercaldo Investment Advisors CRD 126033 | Danbury, CT | Investment Adviser | — | 1 | 01/13/2026 | ☆ | ||
| 39802 | Miura Partners Sgeic S.A. CRD 300678 | Barcelona | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39803 | Miyashita And Associates, P.C. CRD 226626 | Tamuning | Investment Adviser | — | 29 | 1 | 01/20/2026 | ☆ | |
| 39804 | Mizmaa Ventures Limited CRD 160299 | Causeway Bay | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 39805 | Mizuna Capital Llc CRD 325349 | Las Vegas, NV | Investment Adviser | — | 03/29/2024 | ☆ | |||
| 39806 | Mj Wealth Management Llc CRD 331572 | Investment Adviser | — | 1 | 06/05/2024 | ☆ | |||
| 39807 | Mjg Capital Management, Llc CRD 334328 | San Francisco, CA | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 39808 | Mjl Capital Llc CRD 323441 | Alexandria, VA | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 39809 | Mjs Financial Inc. Dba Bighorn Wealth Management CRD 149740 | Thornton, CO | Insurance-Affiliated | — | 1 | 05/26/2026 | ☆ | ||
| 39810 | Mk Capital Company CRD 312360 | Northfield, IL | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 39811 | Mkb Consulting Llc CRD 152300 | North Charleston, SC | Investment Adviser | — | 1 | 03/24/2026 | ☆ | ||
| 39812 | Mkb Equity Partners Inc. CRD 331439 | Montreal, Quebec | Investment Adviser | — | 04/24/2026 | ☆ | |||
| 39813 | Mkro Manager, L.P. CRD 167968 | Stamford, CT | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39814 | Mkt Mediastats, Llc CRD 329233 | Cambridge, MA | Investment Adviser | — | 13 | 03/30/2026 | ☆ | ||
| 39815 | Ml&Co Opportunity Group Management, Llc CRD 268790 | Investment Adviser | — | 02/12/2016 | ☆ | ||||
| 39816 | Mla2 Advisory & Consulting, Llc CRD 282671 | Investment Adviser | — | 1 | 04/25/2016 | ☆ | |||
| 39817 | Mm Ascend Life Investor Services, Llc CRD 36451 | Cincinnati, OH | Insurance-Affiliated | — | 0 | 12 | 03/31/2026 | ☆ | |
| 39818 | Mm Machine, Llc CRD 331817 | Las Vegas, NV | Investment Adviser | — | 06/24/2024 | ☆ | |||
| 39819 | Mma Pan Asia Fund I Management, Llc CRD 159941 | White Plains, NY | Investment Adviser | — | 03/06/2025 | ☆ | |||
| 39820 | Mma Securities Llc CRD 44254 | New York, NY | Insurance-Affiliated | — | 10,839 | 211 | 06/30/2026 | ☆ | |
| 39821 | Mmc Ventures Limited CRD 305124 | London, London | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 39822 | Mmeyer Consulting, Llc CRD 307829 | Investment Adviser | — | 7 | 1 | 05/06/2026 | ☆ | ||
| 39823 | Mmf Capital Management V Llc CRD 165345 | Chicago, IL | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 39824 | Mml Capital Partners Ny, Llc CRD 340482 | New York City, NY | Investment Adviser | — | 3 | 07/28/2026 | ☆ | ||
| 39825 | Mml Uk Advisor Llp CRD 324690 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39826 | Mmv Vc Llc CRD 338590 | New York, NY | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 39827 | Mnm Vested, Llc CRD 151350 | Houston, TX | Investment Adviser | — | 25 | 1 | 05/15/2026 | ☆ | |
| 39828 | Mns Global Capital Managers, Llc CRD 310575 | San Mateo, CA | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 39829 | Moa Advisory & Financial Services Co CRD 309679 | Investment Adviser | — | 14 | 1 | 05/18/2023 | ☆ | ||
| 39830 | Moab Capital Partners, Llc CRD 154855 | Investment Adviser | — | 02/01/2025 | ☆ | ||||
| 39831 | Moala Wallet Ltd CRD 339051 | Holmdel, NJ | Investment Adviser | — | 10/16/2025 | ☆ | |||
| 39832 | Mobeus Equity Partners Llp CRD 289753 | London, England | Investment Adviser | — | 11/14/2025 | ☆ | |||
| 39833 | Mobility Partners Llc CRD 330961 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39834 | Mobius Fund Llc CRD 328238 | Houston, TX | Investment Adviser | — | 0 | 1 | 01/30/2026 | ☆ | |
| 39835 | Mobius Investments Ltd. CRD 339600 | Downtown Dubai | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 39836 | Modelist Inc. CRD 327365 | Investment Adviser | — | 14 | 3 | 08/07/2026 | ☆ | ||
| 39837 | Modern Capital Concepts, Inc. CRD 170396 | Insurance-Affiliated | — | 189 | 3 | 01/08/2026 | ☆ | ||
| 39838 | Modern Capital Ventures Management, Llc CRD 343542 | San Francisco, CA | Investment Adviser | — | 07/02/2026 | ☆ | |||
| 39839 | Modern Financial Planning, Llc CRD 166369 | Madison, WI | Investment Adviser | — | 3 | 09/14/2026 | ☆ | ||
| 39840 | Modern Technical Fund Management Llc CRD 335410 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 39841 | Moderne Capital, Lp CRD 290453 | Chicago, IL | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 39842 | Modi Venture Capital Management Llc CRD 326025 | Sugar Land, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39843 | Modular Asset Management (Singapore) Pte Ltd CRD 306736 | Singapore | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 39844 | Modular Capital Investments, Llc CRD 321218 | Investment Adviser | — | 03/17/2026 | ☆ | ||||
| 39845 | Moe Doe Llc CRD 340347 | Melville, NY | Investment Adviser | — | 1 | 06/09/2026 | ☆ | ||
| 39846 | Moehlenpah Glenda Kris CRD 135591 | Investment Adviser | — | 1 | 01/20/2026 | ☆ | |||
| 39847 | Moffettnathanson Llc CRD 327787 | New York, NY | Investment Adviser | — | 325 | 21 | 03/17/2026 | ☆ | |
| 39848 | Mogensen Capital Llc CRD 311783 | Reno, NV | Investment Adviser | — | 11/15/2020 | ☆ | |||
| 39849 | Mohar Financial Planning, Llc CRD 281536 | Investment Adviser | — | 30 | 1 | 01/14/2026 | ☆ | ||
| 39850 | Moirai Capital, Llc CRD 332179 | Investment Adviser | — | 03/14/2025 | ☆ |