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 |
|---|---|---|---|---|---|---|---|---|---|
| 40301 | Optimum Wealth Llc CRD 285944 | Keene, NH | Insurance-Affiliated | — | 1 | 02/23/2026 | ☆ | ||
| 40302 | Optimus Wealth Management Group, Inc. CRD 149256 | Clifton Park, NY | Insurance-Affiliated | — | 2 | 07/30/2026 | ☆ | ||
| 40303 | Option Research & Technology Services, Llc CRD 293933 | Portsmouth, NH | Investment Adviser | — | 1,787 | 5 | 03/31/2026 | ☆ | |
| 40304 | Optioncolors Capital, Llc CRD 310113 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 40305 | Optum Venture Management, Llc CRD 290116 | Boston, MA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40306 | Optvest Inc. CRD 342081 | Investment Adviser | — | 04/28/2026 | ☆ | ||||
| 40307 | Opulentia Ventures M Llc CRD 343494 | Investment Adviser | — | 07/30/2026 | ☆ | ||||
| 40308 | Opus Advisors, Llc CRD 342708 | Investment Adviser | — | 05/28/2026 | ☆ | ||||
| 40309 | Opus Capital Group Llc CRD 160159 | Burlingame, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40310 | Opus Investment Advisors, Llc CRD 122345 | Oceanside, CA | Investment Adviser | — | 2 | 03/08/2026 | ☆ | ||
| 40311 | Oq Funds Management Limited CRD 326070 | Central | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40312 | Oracle Investment Management, Inc. CRD 138127 | Greenwich, CT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40313 | Oraclum Capital Management Llc CRD 338773 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40314 | Orange Capital Management, Inc. CRD 137019 | Orange, CA | Investment Adviser | — | 2 | 03/12/2026 | ☆ | ||
| 40315 | Orange Capital Ventures, Lp CRD 292226 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40316 | Orange Collective Management Llc CRD 335151 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 40317 | Orange Fund Gp, Llc CRD 333224 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 40318 | Orange Mink Capital Management Llc CRD 334736 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 40319 | Orange River Management L.P. CRD 301043 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40320 | Orazio Vincent Davi CRD 111367 | Investment Adviser | — | 0 | 1 | 02/20/2026 | ☆ | ||
| 40321 | Orbis Investment Management Limited CRD 157571 | Hamilton | Broker-Dealer (Dually Registered) | — | 03/25/2026 | ☆ | |||
| 40322 | Orbit Venture Partners Llc CRD 307018 | Norwalk, CT | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40323 | Orbit Ventures Management Llc CRD 334086 | Dover, DE | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 40324 | Orbital Ventures Management, Llc CRD 307080 | Chicago, IL | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40325 | Orca Capital, Llc CRD 305225 | Miami, FL | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 40326 | Orca Node Limited CRD 342689 | Denver, CO | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 40327 | Orchard Global Asset Management (S) Pte Ltd CRD 163988 | Singapore | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40328 | Orchard Income Management Llc CRD 328106 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 40329 | Orchard Investment Partners Management, Llc CRD 334808 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 40330 | Orchestra Medical Ventures, Llc CRD 162871 | New Hope, PA | Investment Adviser | — | 04/09/2018 | ☆ | |||
| 40331 | Orchid Asia Group Management Limited CRD 311819 | Macau | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40332 | Orchid Asia Viii Aiv Gp Limited CRD 340659 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40333 | Orchid China Management (Cayman) Limited CRD 314974 | Grand Cayman | Investment Adviser | — | 07/09/2026 | ☆ | |||
| 40334 | Order Of Magnitude Llc CRD 332036 | Investment Adviser | — | 08/12/2026 | ☆ | ||||
| 40335 | Ore Investments Ltda CRD 307545 | Belo Horizonte, Mina Gerais | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 40336 | Orellana, Javier Estuardo Galindo CRD 165281 | Guatemala | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40337 | Oreon Technologies Inc CRD 341607 | Denver, CO | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 40338 | Orh Management Company Llc CRD 333316 | Investment Adviser | — | 04/30/2025 | ☆ | ||||
| 40339 | Oria Capital, Llc CRD 126836 | Middleburg, VA | Investment Adviser | — | 04/17/2026 | ☆ | |||
| 40340 | Oriens Funds Gp CRD 285774 | Luxembourg | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40341 | Orient Securities Llc CRD 338610 | Singapore | Broker-Dealer (Dually Registered) | — | 04/30/2026 | ☆ | |||
| 40342 | Origin Ventures Group, Llc CRD 283371 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 40343 | Original Capital, Llc CRD 330506 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 40344 | Origins Ventures Llc CRD 317868 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 40345 | Orion Capital Managers Llp CRD 162074 | London | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 40346 | Orion Fund Managers, Llc CRD 333787 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40347 | Orion Resource Partners (Aus) Pty Ltd CRD 314490 | Sydney | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40348 | Orion Resource Partners (Uk) Llp CRD 314489 | London | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40349 | Orisha Capital, Llc CRD 314548 | Newport Beach, CA | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 40350 | Oriza Ventures Management, Llc CRD 282488 | San Jose, CA | Investment Adviser | — | 04/01/2026 | ☆ |