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 |
|---|---|---|---|---|---|---|---|---|---|
| 39901 | Montgomery Capital Advisers, Llc CRD 339529 | Plano, TX | Investment Adviser | — | 08/31/2026 | ☆ | |||
| 39902 | Montgomery Financial Planning Llc CRD 340835 | Investment Adviser | — | 1 | 03/31/2026 | ☆ | |||
| 39903 | Monticello Associates, Llc CRD 107392 | Denver, CO | Investment Adviser | — | 426 | 58 | 05/08/2026 | ☆ | |
| 39904 | Montipora Capital Management Llc CRD 341920 | Investment Adviser | — | 07/28/2026 | ☆ | ||||
| 39905 | Montreux Venture Management, L.L.C. CRD 163892 | Fremont, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39906 | Montrose Lane, Lp CRD 289504 | Houston, TX | Investment Adviser | — | 03/29/2024 | ☆ | |||
| 39907 | Monty Asset Management Llc CRD 318650 | Investment Adviser | — | 08/04/2026 | ☆ | ||||
| 39908 | Monument Asset Management, Llc CRD 305827 | Investment Adviser | — | 1 | 03/19/2026 | ☆ | |||
| 39909 | Moo Point Capital Management Llc CRD 327092 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 39910 | Mooberry Financial Management, Llc CRD 114512 | Lawrence, KS | Insurance-Affiliated | — | 45 | 6 | 03/20/2026 | ☆ | |
| 39911 | Moola Copilot Llc CRD 334132 | Naples, FL | Investment Adviser | — | 2,756 | 1 | 03/03/2026 | ☆ | |
| 39912 | Moonfare Gmbh CRD 319285 | Berlin | Investment Adviser | — | 09/29/2026 | ☆ | |||
| 39913 | Moonfire Fund Management Limited CRD 323402 | St Peter Port, Guernsey | Investment Adviser | — | 03/27/2025 | ☆ | |||
| 39914 | Moonsail Capital Llc CRD 291230 | San Juan, PR | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 39915 | Moonshots Capital Management Company, Llc CRD 291804 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 39916 | Moonvest Llc CRD 340069 | Investment Adviser | — | 1 | 2 | 01/12/2026 | ☆ | ||
| 39917 | Moonwalker Management Llc CRD 329994 | Investment Adviser | — | 04/23/2026 | ☆ | ||||
| 39918 | Moore & Moore Ai Ltd. CRD 341896 | Investment Adviser | — | 06/30/2026 | ☆ | ||||
| 39919 | Moore & Moore Investments Group Ltd. CRD 325870 | Investment Adviser | — | 06/30/2026 | ☆ | ||||
| 39920 | Moore & Moore Opportunities Ltd. CRD 325871 | Investment Adviser | — | 06/30/2026 | ☆ | ||||
| 39921 | Moore Financial Strategies, Llc CRD 144105 | Sylvan Lake, MI | Investment Adviser | — | 3 | 02/23/2026 | ☆ | ||
| 39922 | Moore Money Solutions Llc CRD 335507 | Investment Adviser | — | 0 | 1 | 05/02/2026 | ☆ | ||
| 39923 | Moorfield Investment Management Limited CRD 162775 | London | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 39924 | Mooring Fund Manager, Llc CRD 163667 | Ashburn, VA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 39925 | Morado Ventures, Llc CRD 168743 | Los Altos, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39926 | Mordecai Ventures Management, Llc CRD 322172 | Investment Adviser | — | 02/20/2026 | ☆ | ||||
| 39927 | More Than Your Money, Inc. CRD 289058 | Colorado Springs, CO | Investment Adviser | — | 2 | 01/27/2026 | ☆ | ||
| 39928 | Moremi Capital Management Llc CRD 334931 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39929 | Morethan Capital Advisors S.A R.L CRD 325567 | Luxembourg | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 39930 | Morgan Stanley Real Estate Advisor, Inc. CRD 127488 | New York, NY | Investment Adviser | — | 372 | 10/09/2026 | ☆ | ||
| 39931 | Morgenthaler Management Corporation CRD 161509 | Investment Adviser | — | 08/26/2026 | ☆ | ||||
| 39932 | Moringa Management Llc CRD 311835 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 39933 | Morning Calm Fund Manager Corp. CRD 290307 | Boca Raton, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39934 | Morningside Venture Capital Limited CRD 163894 | Grand Cayman | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 39935 | Morningview Capital, Inc. CRD 282404 | Investment Adviser | — | 1 | 06/24/2026 | ☆ | |||
| 39936 | Morningwood Capital Llc CRD 309220 | Investment Adviser | — | 07/12/2024 | ☆ | ||||
| 39937 | Morpheus Advisors, Llc CRD 285726 | Sherman Oaks, CA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 39938 | Morrison Seger, Llc CRD 324716 | Dallas, TX | Investment Adviser | — | 03/25/2025 | ☆ | |||
| 39939 | Morro Venture Partners Llc CRD 298911 | San Juan, PR | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 39940 | Morse Energy Capital Partners, Llc CRD 309924 | Denver, CO | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39941 | Morview Capital Fund C Llc CRD 339276 | San Francisco, CA | Investment Adviser | — | 02/05/2026 | ☆ | |||
| 39942 | Mosaic Capital Partners Llc CRD 334830 | Charlotte, NC | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 39943 | Mosaic Eta Llc CRD 331499 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 39944 | Mosaic General Partnership, Llc CRD 317910 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 39945 | Mosaic Wealth Strategies Llc CRD 291032 | Investment Adviser | — | 20 | 2 | 02/27/2026 | ☆ | ||
| 39946 | Mosaik Partners, Lp CRD 171863 | San Francisco, CA | Investment Adviser | — | 03/08/2026 | ☆ | |||
| 39947 | Moser Capital Management, Llc CRD 168177 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 39948 | Moses Capital Partners, Llc CRD 334557 | Dubai | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 39949 | Mosher Financial Advisors Llc CRD 291088 | Lafayette, CA | Insurance-Affiliated | — | 290 | 9 | 03/30/2026 | ☆ | |
| 39950 | Moth Fund, Llc CRD 325070 | Investment Adviser | — | 02/22/2026 | ☆ |