Investment advisers
45,304 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 |
|---|---|---|---|---|---|---|---|---|---|
| 42351 | S3 Consortium Pty Ltd CRD 339777 | Investment Adviser | — | 5 | 08/18/2026 | ☆ | |||
| 42352 | Sa Asset Management, Inc. CRD 126096 | Woodbury, NY | Investment Adviser | — | 2 | 02/03/2026 | ☆ | ||
| 42353 | Sa Investment Advisory Llc CRD 329454 | Investment Adviser | — | 1 | 02/04/2026 | ☆ | |||
| 42354 | Saa Advisors, Inc. CRD 148763 | Bellevue, WA | Investment Adviser | — | 20 | 4 | 01/13/2026 | ☆ | |
| 42355 | Saas Ventures, L.L.C. CRD 289393 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 42356 | Saastr Fund Management, L.L.C. CRD 284854 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 42357 | Sabanera Private Equity Manager Llc CRD 332175 | Dorado, PR | Investment Adviser | — | 11/14/2025 | ☆ | |||
| 42358 | Sabby Management, Llc CRD 162659 | Investment Adviser | — | 07/08/2026 | ☆ | ||||
| 42359 | Sabertooth Capital, Llc CRD 339778 | Atlanta, GA | Investment Adviser | — | 01/25/2026 | ☆ | |||
| 42360 | Sabi Fund I Gp Llc CRD 326511 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 42361 | Sabine Capital Partners, Llc CRD 287527 | Dallas, TX | Investment Adviser | — | 02/16/2017 | ☆ | |||
| 42362 | Sabrient Systems, Llc CRD 171096 | Investment Adviser | — | 22 | 7 | 03/09/2026 | ☆ | ||
| 42363 | Sachs Capital Partners, Llc CRD 321106 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 42364 | Sachs Capital, Llc CRD 166809 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 42365 | Saepio Capital Management Llc CRD 326304 | Investment Adviser | — | 06/09/2023 | ☆ | ||||
| 42366 | Safanad Industry Capital Internet Infrastructure Management, Llc CRD 291959 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42367 | Safar Partners Llc CRD 305059 | Cambridge, MA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 42368 | Safe Harbor Financial Advisors, Llc CRD 171734 | Investment Adviser | — | 12 | 1 | 11/11/2025 | ☆ | ||
| 42369 | Safe Money Management, Llc CRD 157089 | Investment Adviser | — | 1 | 03/07/2025 | ☆ | |||
| 42370 | Safedge Investment Management Llc CRD 342164 | Cupertino, CA | Investment Adviser | — | 04/17/2026 | ☆ | |||
| 42371 | Safer Made Ventures, Llc CRD 288312 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 42372 | Saffronsky Capital Management, Llc CRD 330027 | Investment Adviser | — | 02/23/2026 | ☆ | ||||
| 42373 | Safranek And Associates, Llc CRD 147231 | Investment Adviser | — | 1 | 03/28/2026 | ☆ | |||
| 42374 | Saga Ventures Management, Llc CRD 330717 | Austin, TX | Investment Adviser | — | 02/13/2026 | ☆ | |||
| 42375 | Sagard Sas CRD 162504 | Paris | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42376 | Sage Capital Llc CRD 288430 | Saint Louis, MO | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 42377 | Sage Equity Partners, Lp CRD 289255 | Houston, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42378 | Sage Financial Planning, Llc CRD 328149 | Investment Adviser | — | 1 | 03/03/2026 | ☆ | |||
| 42379 | Sage Hospitality Investment Advisor Llc CRD 324131 | Denver, CO | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 42380 | Sage Investment Group, Llc CRD 322823 | Pasadena, CA | Insurance-Affiliated | — | 0 | 1 | 01/20/2026 | ☆ | |
| 42381 | Sage Partners Limited CRD 309639 | Hong Kong | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 42382 | Sage Wealth Solutions, Llc CRD 335416 | Palmdale, CA | Investment Adviser | — | 1 | 08/14/2026 | ☆ | ||
| 42383 | Sagil Capital Llp CRD 160550 | London | Investment Adviser | — | 05/08/2026 | ☆ | |||
| 42384 | Sagona Capital, Inc. CRD 291790 | Philadelphia, PA | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 42385 | Saka Ventures, Llc CRD 322624 | Manhasset, NY | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 42386 | Sakonnet Point Capital, Lp CRD 331272 | Rye, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42387 | Sakthi Capital Llc CRD 323023 | Investment Adviser | — | 1 | 09/11/2026 | ☆ | |||
| 42388 | Salamanca Capital Llc CRD 339875 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 42389 | Salcedo Financial Services, Inc. CRD 318439 | Mckeesport, PA | Investment Adviser | — | 0 | 1 | 09/23/2024 | ☆ | |
| 42390 | Salience Capital Partners Management, Llc CRD 336425 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42391 | Salio Capital Llc CRD 343806 | Tysons, VA | Investment Adviser | — | 0 | 1 | 09/19/2026 | ☆ | |
| 42392 | Salt Capital Investment Advisors, Llc CRD 330014 | Ladera Ranch, CA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 42393 | Salt Fund Management Llc CRD 316587 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 42394 | Salt Mines Advisors Llc CRD 316089 | Investment Adviser | — | 0 | 1 | 01/21/2026 | ☆ | ||
| 42395 | Salt Valley Associates, Llc CRD 314688 | Lehi, UT | Investment Adviser | — | 05/03/2021 | ☆ | |||
| 42396 | Salt Vc, Llc CRD 344303 | Lehi, UT | Investment Adviser | — | 08/31/2026 | ☆ | |||
| 42397 | Saltoun Capital Partners Management Llc CRD 313035 | New York, NY | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 42398 | Salvino Capital Management, Llc CRD 342259 | Investment Adviser | — | 0 | 1 | 10/08/2026 | ☆ | ||
| 42399 | Salvus Capital Management, Inc. CRD 343986 | Denver, CO | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 42400 | Sam Badgley Inc. CRD 152632 | Investment Adviser | — | 1 | 01/12/2026 | ☆ |