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 |
|---|---|---|---|---|---|---|---|---|---|
| 40651 | Octopus Investments Limited CRD 286650 | London, Greater London | Investment Adviser | — | 07/13/2026 | ☆ | |||
| 40652 | Ocv Management, Llc CRD 291680 | Los Angeles, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40653 | Ocvc, Llc CRD 289991 | Newport Beach, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40654 | Odette Partners Llc CRD 325420 | Sao Paulo | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 40655 | Odyssey Management Llc CRD 341377 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 40656 | Oew Investment Advisors Lp CRD 338375 | Austin, TX | Investment Adviser | — | 0 | 2 | 08/24/2026 | ☆ | |
| 40657 | Off Camber Creative Llc CRD 324621 | Prospect, KY | Investment Adviser | — | 6 | 1 | 03/01/2024 | ☆ | |
| 40658 | Offline Ventures, Llc CRD 310724 | Mill Valley, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40659 | Offscript Management, Llc CRD 341726 | Boston, MA | Investment Adviser | — | 04/21/2026 | ☆ | |||
| 40660 | Ofs Energy Fund, Llc CRD 160490 | Houston, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40661 | Ogden, Thomas CRD 318003 | Investment Adviser | — | 1 | 05/21/2026 | ☆ | |||
| 40662 | Oglesby Wealth Strategies, Llc CRD 326777 | Watkinsville, GA | Investment Adviser | — | 1 | 03/03/2026 | ☆ | ||
| 40663 | Oif Management Corp. CRD 283129 | Dublin, OH | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 40664 | Oif Management Ii, L.L.C. CRD 328293 | Dublin, OH | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 40665 | Okapi Capital, Llc CRD 310176 | Newport Beach, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40666 | Okapi Venture Capital, Llc CRD 161098 | Newport Beach, CA | Investment Adviser | — | 05/07/2026 | ☆ | |||
| 40667 | Okeanos Venture Management Llc CRD 327935 | Great Falls, VA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40668 | Okung Ventures Llc CRD 315105 | Bellevue, WA | Investment Adviser | — | 06/02/2021 | ☆ | |||
| 40669 | Ola I Consulting Llc CRD 339661 | Investment Adviser | — | 2 | 07/06/2026 | ☆ | |||
| 40670 | Olarus Capital Management Llc CRD 342693 | Mexico City | Investment Adviser | — | 08/10/2026 | ☆ | |||
| 40671 | Old Drake, Llc CRD 318720 | Investment Adviser | — | 1 | 07/15/2026 | ☆ | |||
| 40672 | Old Growth Financial Llc CRD 313025 | Portland, OR | Investment Adviser | — | 1 | 03/05/2026 | ☆ | ||
| 40673 | Old School Capital Llc CRD 118226 | Andover, MA | Investment Adviser | — | 22 | 1 | 04/01/2026 | ☆ | |
| 40674 | Old Vines Capital, Llc CRD 326582 | Greenwich, CT | Investment Adviser | — | 06/29/2023 | ☆ | |||
| 40675 | Old Well Partners, Llc CRD 285195 | Charlotte, NC | Investment Adviser | — | 01/30/2026 | ☆ | |||
| 40676 | Oldslip Management Llc CRD 310932 | New York, NY | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40677 | Olea Advisory Services CRD 340377 | Plantation, FL | Insurance-Affiliated | — | 1 | 06/03/2026 | ☆ | ||
| 40678 | Olesen Capital Management Llc CRD 170638 | Jersey City, NJ | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40679 | Olive Capital Management Company, Llc CRD 322767 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 40680 | Olive Hospitality Group Llc CRD 334597 | San Juan, PR | Investment Adviser | — | 05/08/2026 | ☆ | |||
| 40681 | Olive Rock Partners Limited CRD 316076 | Abu Dhabi | Investment Adviser | — | 06/04/2026 | ☆ | |||
| 40682 | Oliver Financial Planning Llc CRD 135430 | Ann Arbor, MI | Investment Adviser | — | 42 | 1 | 01/26/2026 | ☆ | |
| 40683 | Oliver Investments Llc CRD 173769 | Medfield, MA | Investment Adviser | — | 1 | 04/02/2026 | ☆ | ||
| 40684 | Olp Capital Management Limited CRD 289120 | Causeway Bay | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40685 | Olsem Asset Management Inc CRD 339947 | Irvine, CA | Investment Adviser | — | 12/07/2025 | ☆ | |||
| 40686 | Olympic Financial, Llc CRD 123138 | Carmel, IN | Insurance-Affiliated | — | 0 | 03/25/2026 | ☆ | ||
| 40687 | Olympic Maritime Management Llc CRD 329093 | Houston, TX | Investment Adviser | — | 03/13/2024 | ☆ | |||
| 40688 | Olzerowicz, Paul James CRD 174324 | Freedom, NH | Investment Adviser | — | 1 | 03/08/2017 | ☆ | ||
| 40689 | Om Oniyamedia L.L.C CRD 324256 | Investment Adviser | — | 1 | 03/24/2026 | ☆ | |||
| 40690 | Omaha Beach Capital, Llc CRD 285065 | Aventura, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40691 | Omega Capital Management, Llc CRD 169868 | Tulsa, OK | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40692 | Omega Venture Management, Llc CRD 313339 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40693 | Omers Ventures Management Inc. CRD 219511 | Toronto, Ontario | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40694 | Omni Wealth Planning, Llc CRD 334906 | Investment Adviser | — | 1 | 04/15/2026 | ☆ | |||
| 40695 | Omnikey Investment Advisors Llc CRD 327041 | Investment Adviser | — | 1 | 04/07/2026 | ☆ | |||
| 40696 | Omnimed Capital Llc CRD 326628 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40697 | Omnimint Advisors Llc CRD 344155 | Investment Adviser | — | 0 | 1 | 09/14/2026 | ☆ | ||
| 40698 | Omniquest Capital, Llc CRD 124393 | Los Angeles, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40699 | Omnivore Capital Management Advisors Private Limited CRD 325424 | Mumbai, Maharashtra | Investment Adviser | — | 06/11/2026 | ☆ | |||
| 40700 | Omx Ventures, Llc CRD 313397 | Lincolnshire, IL | Investment Adviser | — | 03/27/2026 | ☆ |