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 |
|---|---|---|---|---|---|---|---|---|---|
| 42951 | Symphony Financial Team, Llc CRD 288715 | Lake Mary, FL | Investment Adviser | — | 26 | 2 | 06/03/2026 | ☆ | |
| 42952 | Syn Ventures Management Llc CRD 315560 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 42953 | Syn Ventures Seed Management Llc CRD 328931 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 42954 | Synanthem Partners Llc CRD 333523 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 42955 | Synapse Capital Management Llc CRD 292021 | Miami, FL | Investment Adviser | — | 06/30/2025 | ☆ | |||
| 42956 | Synapse Investment Management, Llc CRD 337669 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 42957 | Syncracy Operational Management Llc CRD 319424 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 42958 | Synergist Private Wealth Llc CRD 312555 | New Orleans, LA | Investment Adviser | — | 1 | 06/02/2026 | ☆ | ||
| 42959 | Synergy Cpa Solutions, Llc CRD 306124 | Annapolis, MD | Investment Adviser | — | 1 | 02/11/2020 | ☆ | ||
| 42960 | Synergy Networks Capital Partners, Llc CRD 336275 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 42961 | Synergy Ventures Advisors Iii, L.L.C. CRD 213520 | Menlo Park, CA | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 42962 | Syno Infinity Ltd CRD 337844 | Denver, CO | Investment Adviser | — | 07/09/2025 | ☆ | |||
| 42963 | Synova Llp CRD 173443 | London | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 42964 | Syntagma Capital Management Sa CRD 325437 | Ixelles | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 42965 | Synthesis Capital Llp CRD 319758 | London | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 42966 | System 2 Capital Llp CRD 321192 | London | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 42967 | Systematic Insights Capital, Llc CRD 170179 | New York, NY | Investment Adviser | — | 1 | 04/02/2026 | ☆ | ||
| 42968 | Systematic Management Ab CRD 312239 | Stockholm | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 42969 | São Pedro Capital Investimentos S.A. CRD 296814 | Sao Paulo | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42970 | T & M Financial Inc. CRD 291786 | Topeka, KS | Investment Adviser | — | 0 | 3 | 04/02/2026 | ☆ | |
| 42971 | T Capital Partners Co., Ltd. CRD 312681 | Tokyo | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 42972 | T&R Advisors Llc CRD 306268 | Covina, CA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 42973 | T&T Capital Management, Llc CRD 334022 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 42974 | T. Fenn Financial Planning, Llc CRD 155410 | Investment Adviser | — | 60 | 1 | 01/19/2026 | ☆ | ||
| 42975 | T. Sharp Wealth Management, Llc CRD 326734 | Folsom, CA | Investment Adviser | — | 1 | 04/02/2026 | ☆ | ||
| 42976 | T.C. Schwab Financial Planning, Llc CRD 144382 | Investment Adviser | — | 27 | 1 | 02/09/2026 | ☆ | ||
| 42977 | T.Rx Cap, Llc CRD 325895 | Boston, MA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42978 | T11 Capital Management CRD 166939 | Irvine, CA | Investment Adviser | — | 05/15/2023 | ☆ | |||
| 42979 | T4 G Management Llc CRD 335567 | Lansing, MI | Investment Adviser | — | 04/24/2025 | ☆ | |||
| 42980 | Ta Check Financial Ltd. CRD 122953 | Strongsville, OH | Investment Adviser | — | 0 | 3 | 03/27/2026 | ☆ | |
| 42981 | Table Rock Gp Llc CRD 323164 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 42982 | Tachles Vc Management, Llc CRD 331713 | Peachtree Corners, GA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 42983 | Tachyon Entier Capital Llc CRD 343249 | Newark, DE | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 42984 | Tacora Management Company Ltd. CRD 163671 | Santiago | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 42985 | Tacora Management Company Ii Ltd. CRD 162736 | Santiago | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 42986 | Tael Management Co. (Cayman) Ltd CRD 188519 | Kuala Lumpur | Investment Adviser | — | 03/13/2025 | ☆ | |||
| 42987 | Taf Management, Llc CRD 166858 | Santa Clara, CA | Investment Adviser | — | 04/01/2013 | ☆ | |||
| 42988 | Tafoya Barrett And Associates Pc CRD 107248 | Durango, CO | Investment Adviser | — | 50 | 4 | 03/20/2025 | ☆ | |
| 42989 | Tag Ft Management Llc CRD 298312 | Dallas, TX | Investment Adviser | — | 03/30/2019 | ☆ | |||
| 42990 | Tagc Management, Llc CRD 340540 | Albuquerque, NM | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 42991 | Taiga Fund Management As CRD 297672 | Oslo | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 42992 | Tailwind Financial Llc CRD 333725 | Investment Adviser | — | 2 | 01/26/2026 | ☆ | |||
| 42993 | Tailwind Futures Llc CRD 341046 | Berkeley, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 42994 | Tairen Capital Limited CRD 300911 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 42995 | Taiwania Capital Management Usa, Inc. CRD 293352 | Santa Clara, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 42996 | Takeoff Capital Llc CRD 324491 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 42997 | Talanton Advisors, Llc CRD 299779 | Investment Adviser | — | 08/14/2025 | ☆ | ||||
| 42998 | Talas Capital Llc CRD 284292 | Austin, TX | Investment Adviser | — | 03/24/2022 | ☆ | |||
| 42999 | Tale Venture Partners Llc CRD 304879 | Investment Adviser | — | 03/27/2024 | ☆ | ||||
| 43000 | Taleb Taleb Capital Llc CRD 335086 | Miami, FL | Investment Adviser | — | 02/07/2025 | ☆ |