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 |
|---|---|---|---|---|---|---|---|---|---|
| 40101 | N CRD 330334 | Investment Adviser | — | 1 | 07/09/2025 | ☆ | |||
| 40102 | N CRD 112525 | Investment Adviser | — | 564 | 7 | 07/22/2025 | ☆ | ||
| 40103 | N CRD 313765 | Investment Adviser | — | 5 | 07/21/2025 | ☆ | |||
| 40104 | N CRD 332435 | Investment Adviser | — | 14 | 06/10/2025 | ☆ | |||
| 40105 | N CRD 282986 | Investment Adviser | — | 0 | 4 | 06/20/2025 | ☆ | ||
| 40106 | N CRD 284418 | Investment Adviser | — | 3 | 06/29/2025 | ☆ | |||
| 40107 | N CRD 335100 | Investment Adviser | — | 0 | 1 | 06/24/2025 | ☆ | ||
| 40108 | N CRD 333502 | Investment Adviser | — | 17 | 05/06/2025 | ☆ | |||
| 40109 | N CRD 332061 | Investment Adviser | — | 0 | 2 | 05/06/2025 | ☆ | ||
| 40110 | N CRD 333817 | Investment Adviser | — | 0 | 1 | 05/14/2025 | ☆ | ||
| 40111 | N CRD 335182 | Investment Adviser | — | 6 | 05/19/2025 | ☆ | |||
| 40112 | N CRD 336804 | Investment Adviser | — | 16 | 05/22/2025 | ☆ | |||
| 40113 | N CRD 170121 | Investment Adviser | — | 200 | 1 | 04/06/2025 | ☆ | ||
| 40114 | N CRD 133402 | Investment Adviser | — | 7 | 04/03/2025 | ☆ | |||
| 40115 | N CRD 153132 | Investment Adviser | — | 79 | 8 | 04/21/2025 | ☆ | ||
| 40116 | N CRD 173829 | Investment Adviser | — | 0 | 3 | 04/30/2025 | ☆ | ||
| 40117 | N CRD 332319 | Investment Adviser | — | 1 | 04/29/2025 | ☆ | |||
| 40118 | N CRD 289308 | Investment Adviser | — | 1 | 04/01/2025 | ☆ | |||
| 40119 | N CRD 107228 | Investment Adviser | — | 8 | 03/24/2025 | ☆ | |||
| 40120 | N CRD 122659 | Investment Adviser | — | 5 | 1 | 03/24/2025 | ☆ | ||
| 40121 | N CRD 306951 | Investment Adviser | — | 4 | 03/27/2025 | ☆ | |||
| 40122 | N CRD 159026 | Investment Adviser | — | 1 | 03/23/2025 | ☆ | |||
| 40123 | N CRD 153596 | Investment Adviser | — | 1 | 1 | 03/24/2025 | ☆ | ||
| 40124 | N CRD 332775 | Investment Adviser | — | 5 | 03/31/2025 | ☆ | |||
| 40125 | N CRD 125216 | Investment Adviser | — | 35 | 8 | 03/21/2025 | ☆ | ||
| 40126 | N CRD 313479 | Investment Adviser | — | 3 | 03/31/2025 | ☆ | |||
| 40127 | N CRD 116418 | Investment Adviser | — | 103 | 40 | 03/28/2025 | ☆ | ||
| 40128 | N CRD 324797 | Investment Adviser | — | 0 | 2 | 03/28/2025 | ☆ | ||
| 40129 | N CRD 324938 | Investment Adviser | — | 0 | 1 | 03/25/2025 | ☆ | ||
| 40130 | N CRD 134997 | Investment Adviser | — | 10 | 03/28/2025 | ☆ | |||
| 40131 | N CRD 140200 | Investment Adviser | — | 0 | 4 | 03/26/2025 | ☆ | ||
| 40132 | N CRD 107399 | Investment Adviser | — | 10 | 03/25/2025 | ☆ | |||
| 40133 | N CRD 161954 | Investment Adviser | — | 1 | 1 | 03/27/2025 | ☆ | ||
| 40134 | N CRD 304338 | Investment Adviser | — | 1 | 03/27/2025 | ☆ | |||
| 40135 | N CRD 285164 | Investment Adviser | — | 273 | 129 | 03/26/2025 | ☆ | ||
| 40136 | N CRD 288875 | Investment Adviser | — | 3 | 03/31/2025 | ☆ | |||
| 40137 | N CRD 151024 | Investment Adviser | — | 7 | 03/26/2025 | ☆ | |||
| 40138 | N CRD 145207 | Investment Adviser | — | 3 | 03/28/2025 | ☆ | |||
| 40139 | N CRD 330375 | Investment Adviser | — | 130 | 03/26/2025 | ☆ | |||
| 40140 | N CRD 321950 | Investment Adviser | — | 0 | 1 | 03/27/2025 | ☆ | ||
| 40141 | N CRD 318236 | Investment Adviser | — | 0 | 1 | 03/28/2025 | ☆ | ||
| 40142 | N CRD 315146 | Investment Adviser | — | 1 | 3 | 03/20/2025 | ☆ | ||
| 40143 | N CRD 334814 | Investment Adviser | — | 5 | 03/18/2025 | ☆ | |||
| 40144 | N CRD 226780 | Investment Adviser | — | 1 | 03/14/2025 | ☆ | |||
| 40145 | N CRD 325077 | Investment Adviser | — | 0 | 1 | 03/01/2025 | ☆ | ||
| 40146 | N CRD 284775 | Investment Adviser | — | 0 | 2 | 03/03/2025 | ☆ | ||
| 40147 | N CRD 335153 | Investment Adviser | — | 5 | 03/20/2025 | ☆ | |||
| 40148 | N CRD 162894 | Investment Adviser | — | 13 | 03/07/2025 | ☆ | |||
| 40149 | N CRD 169222 | Investment Adviser | — | 3,669 | 87 | 03/18/2025 | ☆ | ||
| 40150 | N CRD 322933 | Investment Adviser | — | 21 | 4 | 03/12/2025 | ☆ |