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 |
|---|---|---|---|---|---|---|---|---|---|
| 43351 | Studio Ventures And Capital Advisors, Llc CRD 172093 | Investment Adviser | — | 0 | 0 | 02/17/2023 | ☆ | ||
| 43352 | Stumptown Capital Management Llc CRD 334208 | Lake Oswego, OR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43353 | Subfolio Llc CRD 304833 | Investment Adviser | — | 04/08/2026 | ☆ | ||||
| 43354 | Subtext Investment Management Company, Llc CRD 341001 | Saint Louis, MO | Investment Adviser | — | 07/07/2026 | ☆ | |||
| 43355 | Successvp Llc CRD 327131 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 43356 | Sudbury Capital Management, Llc CRD 164246 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 43357 | Suffolk Technologies Fund Management, L.L.C. CRD 323776 | Boston, MA | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 43358 | Sugar Capital Management, Llc CRD 311347 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 43359 | Sugar Free Capital Management Company, Llc CRD 336192 | Bal Harbour, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43360 | Sugar Hill Advisors, Llc CRD 301342 | Investment Adviser | — | 0 | 1 | 03/05/2026 | ☆ | ||
| 43361 | Sugati Management Company, Llc CRD 338185 | San Ramon, CA | Investment Adviser | — | 08/26/2025 | ☆ | |||
| 43362 | Sugo Capital, Llc CRD 315516 | Investment Adviser | — | 07/26/2025 | ☆ | ||||
| 43363 | Sulcata Ventures, Llc CRD 342321 | Calabasas, CA | Investment Adviser | — | 05/06/2026 | ☆ | |||
| 43364 | Sullivan & Associates Ltd CRD 106570 | Colorado Springs, CO | Investment Adviser | — | 0 | 7 | 03/19/2026 | ☆ | |
| 43365 | Sullivan Financial Planning, Llc CRD 145349 | Investment Adviser | — | 1 | 09/07/2026 | ☆ | |||
| 43366 | Sullivan Mermel, Inc. CRD 146266 | Chicago, IL | Investment Adviser | — | 50 | 2 | 06/23/2026 | ☆ | |
| 43367 | Sullivan Pinnacle Advisors, Ltd. CRD 125176 | Akron, OH | Investment Adviser | — | 2 | 03/16/2026 | ☆ | ||
| 43368 | Suma Monde Kapital Partners, Llc CRD 321073 | Plano, TX | Investment Adviser | — | 03/28/2023 | ☆ | |||
| 43369 | Sumitomo Mitsui Trust Asset Management Americas, Inc. CRD 340411 | New York, NY | Investment Adviser | — | 7 | 09/16/2026 | ☆ | ||
| 43370 | Summa Equity Ab CRD 286140 | Stockholm, Stockholm | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43371 | Summa Wealth Management, Llc CRD 284399 | Insurance-Affiliated | — | 4 | 1 | 04/19/2025 | ☆ | ||
| 43372 | Summer Family Advisors Llc CRD 338026 | Stamford, CT | Investment Adviser | — | 1 | 02/22/2026 | ☆ | ||
| 43373 | Summit Ag Advisors, Llc CRD 297593 | Alden, IA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 43374 | Summit Breeze Haven Exchange Ltd CRD 339334 | Denver, CO | Investment Adviser | — | 10/24/2025 | ☆ | |||
| 43375 | Summit Capital Group Llc CRD 326154 | Investment Adviser | — | 1 | 07/21/2026 | ☆ | |||
| 43376 | Summit Capital Solutions Llc CRD 281478 | Brentwood, TN | Insurance-Affiliated | — | 3 | 10/05/2026 | ☆ | ||
| 43377 | Summit Consultants, Inc. CRD 121905 | Fort Wayne, IN | Investment Adviser | — | 5 | 01/14/2026 | ☆ | ||
| 43378 | Summit Equity Partners Ltd. CRD 338043 | Centennial, CO | Investment Adviser | — | 07/25/2025 | ☆ | |||
| 43379 | Summit Management Technologies Abx, Llc CRD 338628 | Investment Adviser | — | 10/15/2026 | ☆ | ||||
| 43380 | Summit Planning Group, Llc CRD 126563 | Branford, CT | Investment Adviser | — | 5 | 07/02/2026 | ☆ | ||
| 43381 | Summit Private Investments, Inc. CRD 105373 | Summit, NJ | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 43382 | Summit View Capital Advisors, Llc CRD 306552 | Investment Adviser | — | 2 | 03/23/2025 | ☆ | |||
| 43383 | Summitwest Management Ltd CRD 338092 | Denver, CO | Investment Adviser | — | 07/24/2025 | ☆ | |||
| 43384 | Summit Quant Capital Inc. CRD 344075 | Albany, NY | Investment Adviser | — | 08/17/2026 | ☆ | |||
| 43385 | Sumo Investment Management Llc CRD 328651 | Chicago, IL | Investment Adviser | — | 09/25/2026 | ☆ | |||
| 43386 | Sumzero Capital Management, Llc CRD 329267 | Investment Adviser | — | 03/31/2025 | ☆ | ||||
| 43387 | Sun European Partners Llp CRD 342904 | London | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 43388 | Suncoast Capital Management, Llc CRD 330256 | Investment Adviser | — | 1 | 3 | 09/22/2026 | ☆ | ||
| 43389 | Suncoast Ventures Management, Llc CRD 322625 | Walnut Creek, CA | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 43390 | Sundance Growth Management, Llc CRD 337999 | Menlo Park, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43391 | Sunday Ventures Llc CRD 332252 | Los Angeles, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 43392 | Sunflower Capital Investment Management Llc CRD 323327 | West Hollywood, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43393 | Sunflower Ventures Management, Llc CRD 324736 | Investment Adviser | — | 02/02/2026 | ☆ | ||||
| 43394 | Sunlight Partners Pty Ltd CRD 342216 | Brisbane, Qld | Investment Adviser | — | 06/22/2026 | ☆ | |||
| 43395 | Sunlight Peaks Financial Partners, Llc CRD 315251 | Investment Adviser | — | 3 | 05/29/2026 | ☆ | |||
| 43396 | Sunridge Partners (Uk) Llp CRD 298975 | London | Investment Adviser | — | 05/19/2026 | ☆ | |||
| 43397 | Sunrise Capital Management Llc CRD 270029 | Investment Adviser | — | 05/17/2023 | ☆ | ||||
| 43398 | Sunrise Capital Management, Llc CRD 338975 | Fishers, IN | Investment Adviser | — | 01/30/2026 | ☆ | |||
| 43399 | Sunrise Investments Holdings Limited CRD 309074 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43400 | Sunrise Planning & Advisory Llc CRD 305095 | Redmond, WA | Investment Adviser | — | 1 | 02/05/2026 | ☆ |