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 |
|---|---|---|---|---|---|---|---|---|---|
| 42951 | Society Hill Capital Advisor, Llc CRD 343633 | Tampa, FL | Investment Adviser | — | 07/17/2026 | ☆ | |||
| 42952 | Socket Capital Funds, Llc CRD 320653 | Investment Adviser | — | 03/22/2026 | ☆ | ||||
| 42953 | Socrates Financial Planning, Llc CRD 329730 | Investment Adviser | — | 4 | 1 | 02/04/2026 | ☆ | ||
| 42954 | Socratic Ventures, Llc CRD 321626 | Austin, TX | Investment Adviser | — | 04/02/2026 | ☆ | |||
| 42955 | Soderling Capital Llc CRD 307053 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 42956 | Sofinnova Partners Sas CRD 164104 | Paris | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 42957 | Softbank, Inc. CRD 163118 | Newton, MA | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 42958 | Softeq Advisors Llc CRD 329495 | Houston, TX | Investment Adviser | — | 12/03/2024 | ☆ | |||
| 42959 | Soho Square Capital Llp CRD 304770 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 42960 | Soho Square Capital Partners Llp CRD 338860 | London | Investment Adviser | — | 08/05/2026 | ☆ | |||
| 42961 | Sohra Peak Investment Management Llc CRD 338819 | New York, NY | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 42962 | Soja Ventures Management Llc CRD 343195 | New York, NY | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 42963 | Soje Capital, Llc CRD 164555 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 42964 | Sojourner Consumer Partners, Lp. CRD 324770 | Morristown, NJ | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 42965 | Solar Equity Partners Llc CRD 326457 | Investment Adviser | — | 03/28/2025 | ☆ | ||||
| 42966 | Solari Capital Management Llc CRD 343312 | New York, NY | Investment Adviser | — | 07/02/2026 | ☆ | |||
| 42967 | Solaris Capital Advisors (Hk) Limited CRD 307935 | Central, Hong Kong | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 42968 | Solaris Fund Management Llc CRD 342505 | San Mateo, CA | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 42969 | Solaris Strategic Wealth, Llc CRD 339657 | Insurance-Affiliated | — | 4 | 10/14/2026 | ☆ | |||
| 42970 | Solasta Nexus, Inc. CRD 343518 | San Francisco, CA | Investment Adviser | — | 09/01/2026 | ☆ | |||
| 42971 | Solasta Ventures, Inc. CRD 305520 | Boston, MA | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 42972 | Sole Shipping So Gp Ii Limited CRD 296920 | St Helier | Investment Adviser | — | 04/21/2026 | ☆ | |||
| 42973 | Sole Shipping So Gp Iii Limited CRD 306197 | St Helier | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 42974 | Sole Shipping So Gp Iv Limited CRD 341937 | St Helier | Investment Adviser | — | 04/21/2026 | ☆ | |||
| 42975 | Solene Capital Management Llc CRD 343997 | Investment Adviser | — | 08/26/2026 | ☆ | ||||
| 42976 | Solera Capital, Llc CRD 160330 | New York, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 42977 | Solid Decision Management Team Llc CRD 337871 | New York, NY | Investment Adviser | — | 08/12/2025 | ☆ | |||
| 42978 | Solidus Advisors Llc CRD 334863 | Miami, FL | Investment Adviser | — | 0 | 4 | 03/19/2026 | ☆ | |
| 42979 | Solivera Capital Limited CRD 338339 | London, London | Investment Adviser | — | 06/03/2026 | ☆ | |||
| 42980 | Solo Digital Advisers, Llc CRD 319462 | Denver, CO | Investment Adviser | — | 02/21/2024 | ☆ | |||
| 42981 | Solutia Global, Llc CRD 170441 | Austin, TX | Investment Adviser | — | 1 | 03/31/2026 | ☆ | ||
| 42982 | Solutions For Divorce Llc CRD 175340 | Investment Adviser | — | 1 | 01/31/2026 | ☆ | |||
| 42983 | Solve Wealth Partners, Llc CRD 344189 | Investment Adviser | — | 0 | 1 | 09/09/2026 | ☆ | ||
| 42984 | Soma Ventures Group, Llc CRD 342903 | Santa Clara, CA | Investment Adviser | — | 09/07/2026 | ☆ | |||
| 42985 | Soma Ventures, Lp CRD 311804 | Investment Adviser | — | 03/14/2026 | ☆ | ||||
| 42986 | Somar Capital Management, Lp CRD 284135 | New York, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 42987 | Somerset Hills Capital Management, Llc CRD 344576 | Investment Adviser | — | 10/01/2026 | ☆ | ||||
| 42988 | Sona Asset Management (Hk) Limited CRD 334729 | Hong Kong, Hong Kong | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 42989 | Sona Asset Management (Uk) Llp CRD 300668 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 42990 | Sonamu Group Lp CRD 324293 | Chatham, NY | Investment Adviser | — | 09/24/2026 | ☆ | |||
| 42991 | Sonder Capital Management, Llc CRD 314021 | San Carlos, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42992 | Sondo Fi, Inc. CRD 327908 | Investment Adviser | — | 0 | 1 | 01/28/2026 | ☆ | ||
| 42993 | Song, Kathryn Davis CRD 158288 | Investment Adviser | — | 2 | 01/23/2026 | ☆ | |||
| 42994 | Sony Ventures Corporation CRD 321945 | Tokyo | Investment Adviser | — | 06/22/2026 | ☆ | |||
| 42995 | Sootchy Securities, Llc CRD 307621 | Investment Adviser | — | 0 | 1 | 03/30/2026 | ☆ | ||
| 42996 | Sorinsky & Associates, Inc. CRD 156629 | Northbrook, IL | Investment Adviser | — | 0 | 1 | 03/31/2026 | ☆ | |
| 42997 | Sorunke, Jonathan Olugbenga CRD 324023 | Investment Adviser | — | 0 | 1 | 06/11/2026 | ☆ | ||
| 42998 | Sosv Investments Llc CRD 284976 | Princeton, NJ | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 42999 | Soul Rider Fund Lp CRD 305971 | Wilmington, DE | Investment Adviser | — | 06/11/2024 | ☆ | |||
| 43000 | Soul Street Asset Management Co., Llc CRD 327914 | Houston, TX | Investment Adviser | — | 03/31/2026 | ☆ |