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 |
|---|---|---|---|---|---|---|---|---|---|
| 43251 | The Money Mission Limited Liability Company CRD 310126 | Investment Adviser | — | 10 | 1 | 02/12/2026 | ☆ | ||
| 43252 | The Operand Group Ii Llc CRD 285587 | Deer Park, IL | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 43253 | The Paragon Partners Fund Ii Gmbh & Co. Kg CRD 314204 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43254 | The Paragon Partners Fund Iii Gmbh & Co. Kg CRD 304934 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43255 | The Paragon Partners Fund Iv Gmbh & Co. Kg CRD 325811 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43256 | The Partners Fund Advisors, Llc CRD 327193 | Investment Adviser | — | 04/08/2026 | ☆ | ||||
| 43257 | The Pickle Pros L.L.C. CRD 325575 | Royal Oak, MI | Investment Adviser | — | 0 | 5 | 02/18/2026 | ☆ | |
| 43258 | The Pitch Fund, Llc CRD 327310 | Investment Adviser | — | 03/14/2026 | ☆ | ||||
| 43259 | The Planners Professional Services, Inc. CRD 108195 | West Des Moines, IA | Investment Adviser | — | 37 | 1 | 03/28/2024 | ☆ | |
| 43260 | The Player's Legacy Ventures, Llc. CRD 332329 | Franklin, MA | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 43261 | The Premier Advisory Group, Llc CRD 173071 | Omaha, NE | Investment Adviser | — | 4 | 04/24/2026 | ☆ | ||
| 43262 | The Process Management Group, Llc CRD 157100 | Investment Adviser | — | 1 | 06/10/2026 | ☆ | |||
| 43263 | The Refiners Fund I Gp, Llc CRD 294097 | Investment Adviser | — | 03/17/2025 | ☆ | ||||
| 43264 | The Retirement Optimization Group, Llc CRD 286425 | Honolulu, HI | Investment Adviser | — | 1 | 04/23/2026 | ☆ | ||
| 43265 | The Rich Group, Llc CRD 153340 | Investment Adviser | — | 0 | 0 | 03/13/2026 | ☆ | ||
| 43266 | The Roda Group Clean Tech Management, Llc CRD 162243 | Berkeley, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43267 | The Roda Group Venture Development Co. Llc CRD 162249 | Berkeley, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43268 | The Rushmere Partnership Lp CRD 336382 | Nashville, TN | Investment Adviser | — | 01/30/2026 | ☆ | |||
| 43269 | The Seb Group, Inc. CRD 134156 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 43270 | The Social Equity Group, Inc. CRD 123747 | Investment Adviser | — | 1 | 03/12/2026 | ☆ | |||
| 43271 | The Social+Capital Partnership Llc CRD 304525 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43272 | The Soul Rider Llc CRD 299707 | Sheridan, WY | Investment Adviser | — | 06/11/2024 | ☆ | |||
| 43273 | The Southern Funds Group, Llc CRD 159848 | Houston, TX | Investment Adviser | — | 03/28/2024 | ☆ | |||
| 43274 | The Space Between Mgmt Llc CRD 330301 | San Francisco, CA | Investment Adviser | — | 08/07/2026 | ☆ | |||
| 43275 | The Stagwell Group Llc CRD 175350 | Miami Beach, FL | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 43276 | The Stalder Group Llc CRD 293297 | Ellensburg, WA | Investment Adviser | — | 04/03/2018 | ☆ | |||
| 43277 | The Starting Line Management, Llc CRD 318174 | Chicago, IL | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 43278 | The Stewardship Fund Gp, Llc CRD 321726 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 43279 | The Syndicate Group, Inc. CRD 298881 | Palos Verdes Estates, CA | Investment Adviser | — | 03/28/2024 | ☆ | |||
| 43280 | The Tempest Financial Group Pllc CRD 312592 | Insurance-Affiliated | — | 0 | 1 | 02/20/2024 | ☆ | ||
| 43281 | The True Prophets Llc CRD 320723 | Investment Adviser | — | 2 | 03/04/2026 | ☆ | |||
| 43282 | The Venture City Management, Llc CRD 289954 | Miami, FL | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 43283 | The Venture Collective Llc CRD 313874 | Miami Beach, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43284 | The Vertical Market Intelligence Group, Llc CRD 326975 | New York, NY | Investment Adviser | — | 2 | 03/31/2026 | ☆ | ||
| 43285 | The Veteran Fund Manager Llc CRD 319019 | San Francisco, CA | Investment Adviser | — | 09/22/2025 | ☆ | |||
| 43286 | The Von Dohlen Knuffke Financial Group, Llc CRD 172094 | Investment Adviser | — | 15 | 2 | 03/31/2026 | ☆ | ||
| 43287 | The Wealthy Parent Llc CRD 326157 | Chicago, IL | Investment Adviser | — | 1 | 03/23/2026 | ☆ | ||
| 43288 | The Wicks Group Of Companies Iii, Llc CRD 157918 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43289 | The Winthrop Corporation CRD 105273 | Shelton, CT | Investment Adviser | — | 21 | 03/16/2026 | ☆ | ||
| 43290 | The Winvest Investment Fund CRD 315132 | Investment Adviser | — | 06/10/2021 | ☆ | ||||
| 43291 | The Winvest Investment Fund Management Corp. CRD 323863 | Investment Adviser | — | 10/13/2022 | ☆ | ||||
| 43292 | The Y Startup Index, Llc CRD 319066 | Investment Adviser | — | 02/03/2026 | ☆ | ||||
| 43293 | The Zabel Companies, Llc CRD 298721 | Charlotte, NC | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 43294 | Thea Nesis, Llc CRD 325592 | Investment Adviser | — | 1 | 03/10/2026 | ☆ | |||
| 43295 | Thefoundervc, Llc CRD 332986 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 43296 | Thegrid Llc CRD 325618 | Camp Hill, PA | Insurance-Affiliated | — | 0 | 2 | 03/06/2026 | ☆ | |
| 43297 | Theia Blockchain Llc CRD 334442 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 43298 | Theleme Partners (Difc) Limited CRD 342597 | Dubai International Financial Centre | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 43299 | Theleme Partners Llp CRD 157257 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 43300 | Thelinku Ria, Llc CRD 334862 | Houston, TX | Investment Adviser | — | 1 | 01/23/2026 | ☆ |