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 |
|---|---|---|---|---|---|---|---|---|---|
| 43201 | Steamwork Ventures Management Llc CRD 325224 | Culver City, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43202 | Steed Investments, Llc CRD 145804 | Investment Adviser | — | 0 | 1 | 03/24/2026 | ☆ | ||
| 43203 | Steel Atlas Management Inc CRD 333836 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 43204 | Steel City Sports Fund Gp, Llc CRD 342576 | Northbrook, IL | Investment Adviser | — | 09/24/2026 | ☆ | |||
| 43205 | Steel City Sports Management, Llc CRD 342569 | Northbrook, IL | Investment Adviser | — | 09/24/2026 | ☆ | |||
| 43206 | Steel Grove Merchant Partners, Llc CRD 336164 | Investment Adviser | — | 02/17/2026 | ☆ | ||||
| 43207 | Steeleharbour Management Company Llc CRD 308979 | Sarasota, FL | Investment Adviser | — | 04/06/2026 | ☆ | |||
| 43208 | Steelhead Capital Management Llc CRD 340874 | Investment Adviser | — | 0 | 1 | 08/14/2026 | ☆ | ||
| 43209 | Steelsky Ventures Llc CRD 323389 | Atlanta, GA | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 43210 | Stein Financial Advisory Llc CRD 333941 | Brookline, MA | Investment Adviser | — | 1 | 03/31/2026 | ☆ | ||
| 43211 | Steinberg India Advisors Private Limited CRD 292746 | Mumbai, Mh | Investment Adviser | — | 07/01/2026 | ☆ | |||
| 43212 | Steinberg India Asset Management, Ltd. CRD 306292 | Port St. Louis, Mauritius | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 43213 | Stella Advisors Llc CRD 165464 | Investment Adviser | — | 0 | 1 | 04/10/2020 | ☆ | ||
| 43214 | Stellar Alpha Capital Llc CRD 342938 | Irvine, CA | Investment Adviser | — | 05/26/2026 | ☆ | |||
| 43215 | Stellar Management Partners Llc CRD 333500 | Short Hills, NJ | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 43216 | Stellar Path Institute Ltd CRD 340723 | Denver, CO | Investment Adviser | — | 02/01/2026 | ☆ | |||
| 43217 | Stellar Ventures Management, Llc CRD 322454 | Los Altos, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 43218 | Stellar Wealth Management Llc CRD 342926 | Investment Adviser | — | 0 | 1 | 05/24/2026 | ☆ | ||
| 43219 | Stellaris Advisors Llp CRD 322270 | Bangalore, Karantaka | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 43220 | Stellaris Capital Management Llc CRD 314714 | Investment Adviser | — | 07/31/2026 | ☆ | ||||
| 43221 | Stellaris Investment Management 3 Ifsc Llp CRD 338844 | Gift City, Gandhinagar | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 43222 | Stellaris Venture Advisors 2 Llp CRD 321091 | Bangalore, Karanataka | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 43223 | Stellation Management Llc CRD 315558 | Miami Beach, FL | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 43224 | Stelvio Wealth Partners Llc CRD 343939 | Greenwich, CT | Investment Adviser | — | 0 | 2 | 08/31/2026 | ☆ | |
| 43225 | Step Advisers, Llc CRD 322349 | San Mateo, CA | Investment Adviser | — | 80,707 | 1 | 08/07/2026 | ☆ | |
| 43226 | Step Ahead Capital, Llc CRD 315229 | Hermosa Beach, CA | Investment Adviser | — | 05/24/2026 | ☆ | |||
| 43227 | Step Forward Financial Llc CRD 334730 | Investment Adviser | — | 1 | 07/09/2025 | ☆ | |||
| 43228 | Step Function Ventures Management Llc CRD 331964 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43229 | Stepchange Ventures, Llc CRD 330465 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 43230 | Stephen L. Smith Corporation CRD 116459 | Jenks, OK | Investment Adviser | — | 0 | 2 | 03/23/2026 | ☆ | |
| 43231 | Stephen T. Gorman CRD 128727 | Norwell, MA | Investment Adviser | — | 42 | 1 | 01/15/2026 | ☆ | |
| 43232 | Stepstone Group Private Debt Ag CRD 301039 | Zurich | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 43233 | Sterling Advisory Services, Inc. CRD 163874 | Herndon, VA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 43234 | Sterling Financial Group Llc CRD 119671 | Worthington, OH | Investment Adviser | — | 1 | 01/14/2026 | ☆ | ||
| 43235 | Sterling Road Management Company, Llc CRD 321070 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43236 | Sterling Valuation Group, Inc. CRD 140540 | New York, NY | Investment Adviser | — | 7 | 04/28/2026 | ☆ | ||
| 43237 | Sterling, Cynthia Gail CRD 126064 | New York, NY | Investment Adviser | — | 1 | 02/26/2026 | ☆ | ||
| 43238 | Stern Line Capital Llc CRD 297865 | Investment Adviser | — | 11/19/2020 | ☆ | ||||
| 43239 | Steven H. Lewis P.C. CRD 139739 | Oak Brook, IL | Investment Adviser | — | 1 | 09/10/2026 | ☆ | ||
| 43240 | Steven P. Siegel, Ltd. CRD 172308 | Investment Adviser | — | 2 | 01/20/2026 | ☆ | |||
| 43241 | Stevens Asset Management Llc CRD 322230 | Darien, CT | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 43242 | Stevens Group Wealth Coaches, Inc. CRD 309344 | Anchorage, AK | Investment Adviser | — | 1 | 07/14/2026 | ☆ | ||
| 43243 | Steward Family Office, Inc. CRD 173846 | Escondido, CA | Multi-Family Office | — | 6 | 06/08/2026 | ☆ | ||
| 43244 | Stewardship Matters, Inc. CRD 156797 | Maitland, FL | Investment Adviser | — | 1 | 02/02/2026 | ☆ | ||
| 43245 | Stewardship Wealth Management Llc CRD 274031 | Long Beach, CA | Investment Adviser | — | 0 | 1 | 01/06/2026 | ☆ | |
| 43246 | Steyn Capital Management (Pty) Ltd CRD 286460 | Bellville, Cape Town | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 43247 | Stf Advisory Inc CRD 339084 | Frisco, TX | Investment Adviser | — | 0 | 1 | 03/26/2026 | ☆ | |
| 43248 | Stfg Manager, Llc CRD 309830 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 43249 | Stifel Research Advisory, Llc CRD 327588 | New York, NY | Investment Adviser | — | 2 | 03/31/2026 | ☆ | ||
| 43250 | Stifel Strategie Consulting Partners Ltd. CRD 335333 | Englewood, CO | Investment Adviser | — | 01/22/2026 | ☆ |