Investment advisers
44,723 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 |
|---|---|---|---|---|---|---|---|---|---|
| 42701 | Stevens Asset Management Llc CRD 322230 | Darien, CT | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 42702 | Stevens Group Wealth Coaches, Inc. CRD 309344 | Anchorage, AK | Investment Adviser | — | 1 | 07/14/2026 | ☆ | ||
| 42703 | Steward Family Office, Inc. CRD 173846 | Escondido, CA | Multi-Family Office | — | 6 | 06/08/2026 | ☆ | ||
| 42704 | Stewardship Matters, Inc. CRD 156797 | Maitland, FL | Investment Adviser | — | 1 | 02/02/2026 | ☆ | ||
| 42705 | Stewardship Wealth Management Llc CRD 274031 | Long Beach, CA | Investment Adviser | — | 0 | 1 | 01/06/2026 | ☆ | |
| 42706 | Steyn Capital Management (Pty) Ltd CRD 286460 | Bellville, Cape Town | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 42707 | Stf Advisory Inc CRD 339084 | Frisco, TX | Investment Adviser | — | 0 | 1 | 03/26/2026 | ☆ | |
| 42708 | Stfg Manager, Llc CRD 309830 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 42709 | Stifel Research Advisory, Llc CRD 327588 | New York, NY | Investment Adviser | — | 2 | 03/31/2026 | ☆ | ||
| 42710 | Stifel Strategie Consulting Partners Ltd. CRD 335333 | Englewood, CO | Investment Adviser | — | 01/22/2026 | ☆ | |||
| 42711 | Still Lake Capital, Llc CRD 287469 | Wilton, CT | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 42712 | Still Point Partners, Llc CRD 340987 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 42713 | Stillbrook Capital Limited CRD 314793 | Hong Kong | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 42714 | Stillcore Capital Management, Llc CRD 338257 | Investment Adviser | — | 01/12/2026 | ☆ | ||||
| 42715 | Stillmark Management Llc CRD 305462 | Los Angeles, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 42716 | Stipple Ventures Management, Llc CRD 299678 | San Francisco, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 42717 | Stirling Heights Management, Llc CRD 332724 | South Jordan, UT | Investment Adviser | — | 08/05/2024 | ☆ | |||
| 42718 | Stirling Square Capital Partners Llp CRD 161081 | London | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 42719 | Stj Ventures, Llc CRD 288740 | San Antonio, TX | Investment Adviser | — | 07/01/2019 | ☆ | |||
| 42720 | Stkeros Financial Planning, Llc CRD 169383 | Investment Adviser | — | 150 | 2 | 05/19/2026 | ☆ | ||
| 42721 | Stock Finance Ltd CRD 338959 | Denver, CO | Investment Adviser | — | 09/25/2025 | ☆ | |||
| 42722 | Stocklift Incorporated CRD 335050 | New Canaan, CT | Investment Adviser | — | 3 | 02/26/2026 | ☆ | ||
| 42723 | Stocktalk Inc. CRD 337818 | Menlo Park, CA | Investment Adviser | — | 317 | 10 | 03/28/2026 | ☆ | |
| 42724 | Stocktix Ltd. CRD 334337 | Denver, CO | Investment Adviser | — | 12/12/2024 | ☆ | |||
| 42725 | Stockton, Philip, Louis CRD 151021 | Investment Adviser | — | 0 | 1 | 03/31/2026 | ☆ | ||
| 42726 | Stoffel Financial Advisor's, Llc CRD 297529 | Little Rock, AR | Insurance-Affiliated | — | 1 | 10/17/2025 | ☆ | ||
| 42727 | Stolar Capital Investment Management Llc CRD 322243 | Stamford, CT | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42728 | Stone & Newhouse Wealth Advisory CRD 331044 | Los Angeles, CA | Investment Adviser | — | 1 | 08/06/2026 | ☆ | ||
| 42729 | Stone Advisors Inc CRD 297961 | Insurance-Affiliated | — | 60 | 4 | 03/05/2026 | ☆ | ||
| 42730 | Stone Arch Capital, Llc CRD 156186 | Minneapolis, MN | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 42731 | Stone Associates, Ltd CRD 113301 | Denver, CO | Investment Adviser | — | 15 | 1 | 03/09/2026 | ☆ | |
| 42732 | Stone Capital Partners, Llc CRD 311973 | Investment Adviser | — | 1 | 02/24/2021 | ☆ | |||
| 42733 | Stone Mountain Ventures Management Company, Llc CRD 315619 | Investment Adviser | — | 02/08/2026 | ☆ | ||||
| 42734 | Stone Spring Global, Llc CRD 315497 | Investment Adviser | — | 03/04/2026 | ☆ | ||||
| 42735 | Stonebridge Advisors, A Series Of Stonebridge Beta Llc CRD 343391 | Investment Adviser | — | 07/08/2026 | ☆ | ||||
| 42736 | Stonecrest Investment Management Llc CRD 328875 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 42737 | Stonecutter Capital Advisors Llc CRD 311191 | New York, NY | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 42738 | Stonecutter Ventures Llc CRD 340090 | New York, NY | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 42739 | Stonehaven Advisors, Llc CRD 322608 | New York, NY | Investment Adviser | — | 8 | 08/17/2026 | ☆ | ||
| 42740 | Stonehedge Capital Management, Llc CRD 285054 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42741 | Stonehenge Partners, Corp. CRD 333491 | Columbus, OH | Investment Adviser | — | 07/01/2026 | ☆ | |||
| 42742 | Stonehenge Retirement Planners Llc CRD 292489 | Insurance-Affiliated | — | 350 | 1 | 01/16/2026 | ☆ | ||
| 42743 | Stoneprime Us Llc CRD 333661 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 42744 | Stonerise Capital Management, Llc CRD 156747 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42745 | Stoneshield Investments Limited CRD 320933 | Dublin 1 | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42746 | Stoneshield Investments, S.L. CRD 320942 | Madrid | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 42747 | Stonewall Robb, Inc. CRD 307614 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 42748 | Stonks Advisors Llc CRD 317085 | San Francisco, CA | Investment Adviser | — | 07/28/2026 | ☆ | |||
| 42749 | Stony Lonesome Advisors Llc CRD 313648 | Investment Adviser | — | 03/21/2026 | ☆ | ||||
| 42750 | Storied Capital Management, Llc CRD 325104 | Houston, TX | Investment Adviser | — | 03/02/2026 | ☆ |