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 |
|---|---|---|---|---|---|---|---|---|---|
| 40351 | Orka Equity Capital, Llc CRD 285788 | Investment Adviser | — | 08/23/2019 | ☆ | ||||
| 40352 | Orlando Funeral Advisors Llc CRD 337214 | Orlando, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40353 | Orrery Investment Management Llc CRD 333323 | Boca Raton, FL | Investment Adviser | — | 1 | 03/21/2025 | ☆ | ||
| 40354 | Orthogon Partners Investment Management, Llc CRD 283384 | New York, NY | Investment Adviser | — | 05/12/2026 | ☆ | |||
| 40355 | Orthogonal Asset Management, Llc CRD 339493 | Brooklyn, NY | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 40356 | Orvida Investment Advisors, Llc CRD 331037 | Investment Adviser | — | 0 | 1 | 01/02/2026 | ☆ | ||
| 40357 | Os Partners Llc CRD 335318 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 40358 | Osa Capital Llc CRD 334350 | Miami, FL | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 40359 | Osborn, Steffanie CRD 325113 | Investment Adviser | — | 1 | 03/09/2026 | ☆ | |||
| 40360 | Oslo Asset Management As CRD 163954 | Oslo | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 40361 | Osmium Partners, Llc CRD 163789 | San Anselmo, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40362 | Osprey Investors (Uk) Llp CRD 340963 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40363 | Osprey Investors Limited CRD 335317 | London | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 40364 | Osprey Money Management, Llc CRD 135497 | Titusville, FL | Investment Adviser | — | 2 | 03/24/2026 | ☆ | ||
| 40365 | Osrn Ltd CRD 329283 | Tel Aviv | Investment Adviser | — | 07/05/2026 | ☆ | |||
| 40366 | Oss Capital, Llc CRD 314805 | San Francisco, CA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 40367 | Ostra Capital Management, L.L.C. CRD 161847 | Menlo Park, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 40368 | Otay Village Iii Manager, Llc CRD 298534 | Carlsbad, CA | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 40369 | Other Fund Partners Llc CRD 277096 | San Francisco, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 40370 | Otherwise Fund Management, Llc CRD 300047 | Mill Valley, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40371 | Othniel Financial Advisory Services, Llc CRD 285376 | Investment Adviser | — | 1 | 03/15/2026 | ☆ | |||
| 40372 | Otr Global Llc CRD 123809 | Purchase, NY | Investment Adviser | — | 150 | 75 | 03/27/2026 | ☆ | |
| 40373 | Ott Family Holding Llc CRD 339247 | Orlando, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40374 | Otter Capital Llc CRD 163754 | Investment Adviser | — | 07/29/2026 | ☆ | ||||
| 40375 | Otter Rock Advisors Lp CRD 338160 | Stamford, CT | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 40376 | Oup Management Co., Llc CRD 312857 | Bala Cynwyd, PA | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 40377 | Ourcrowd International General Partner, L.P. CRD 169475 | Jerusalem | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 40378 | Outcast Ventures, Llc CRD 339350 | Burlingame, CA | Investment Adviser | — | 01/02/2026 | ☆ | |||
| 40379 | Outerbridge Capital Management, Llc CRD 301126 | New York, NY | Investment Adviser | — | 04/01/2024 | ☆ | |||
| 40380 | Outlier Ventures, Llc CRD 289911 | San Francisco, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 40381 | Outlines Venture Management Services, Llc CRD 323852 | Investment Adviser | — | 02/10/2026 | ☆ | ||||
| 40382 | Output Capital Management, Llc CRD 338509 | Palo Alto, CA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 40383 | Outset Capital, Llc CRD 313827 | Investment Adviser | — | 05/27/2026 | ☆ | ||||
| 40384 | Outside Vc, Llc CRD 322144 | Investment Adviser | — | 03/07/2026 | ☆ | ||||
| 40385 | Outsider, Llc CRD 323623 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40386 | Outsiders Venture Partners, Llc CRD 324799 | Norwalk, CT | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40387 | Oval Park Capital Llc CRD 319283 | Raleigh, NC | Investment Adviser | — | 04/15/2026 | ☆ | |||
| 40388 | Ovata Capital Management Limited CRD 290633 | Hong Kong | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40389 | Ovcp Manager, Llc CRD 333064 | Southlake, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40390 | Overbay Capital Partners Inc. CRD 298996 | Toronto | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40391 | Overlap Ventures Management, Llc CRD 329000 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 40392 | Overline, Llc CRD 330638 | Investment Adviser | — | 02/03/2026 | ☆ | ||||
| 40393 | Overlook Capital Management, Llc CRD 341727 | Austin, TX | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40394 | Overlook Ventures Llc CRD 339028 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 40395 | Overmatch Ventures Management Llc CRD 339489 | Austin, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40396 | Oversubscribed Venture Capital Llc CRD 324514 | Los Angeles, CA | Investment Adviser | — | 02/16/2026 | ☆ | |||
| 40397 | Overture Climate Llc CRD 316885 | Santa Monica, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40398 | Overwater Ventures Llc CRD 317227 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40399 | Ovis Capital, Llc CRD 281381 | Los Gatos, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 40400 | Ovn Capital Llc CRD 312941 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ |