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 |
|---|---|---|---|---|---|---|---|---|---|
| 43551 | Tree Line Advisors (Singapore) Pte. Ltd. CRD 288064 | Singapore | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 43552 | Treeo Vc Manco, Llc CRD 328477 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 43553 | Treesa Financial Planning, Llc CRD 165288 | Investment Adviser | — | 1 | 05/07/2026 | ☆ | |||
| 43554 | Treeview Capital Management Llc CRD 334591 | Investment Adviser | — | 0 | 1 | 07/07/2026 | ☆ | ||
| 43555 | Tregaron Management Inc. CRD 162722 | Palo Alto, CA | Investment Adviser | — | 04/17/2026 | ☆ | |||
| 43556 | Tremendous View Capital, Llc CRD 308219 | Brooklyn, NY | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 43557 | Trend Discovery Capital Management, Llc CRD 170082 | Long Island City, NY | Investment Adviser | — | 04/25/2023 | ☆ | |||
| 43558 | Trent Capital Partners, Llc CRD 329027 | Naples, FL | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 43559 | Treo Financial Llc CRD 315501 | Investment Adviser | — | 12 | 1 | 02/08/2026 | ☆ | ||
| 43560 | Treo Ventures, Llc CRD 299417 | Reno, NV | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 43561 | Tres Group, Llc CRD 310596 | Investment Adviser | — | 0 | 1 | 01/17/2025 | ☆ | ||
| 43562 | Tres Palmas Ventures Llc CRD 323597 | Burlington, VT | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 43563 | Tresidor Investment Management Llp CRD 304534 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 43564 | Tresses Capital Partners, Llc CRD 336741 | Investment Adviser | — | 07/09/2026 | ☆ | ||||
| 43565 | Trestle Partners Ii Llc CRD 330722 | Palm Beach, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43566 | Trestle Partners Llc CRD 330947 | Palm Beach, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43567 | Trevi Capital CRD 337812 | Pittsburgh, PA | Investment Adviser | — | 07/15/2025 | ☆ | |||
| 43568 | Triangle Tweener Fund, Llc CRD 318464 | Investment Adviser | — | 06/25/2026 | ☆ | ||||
| 43569 | Triata Capital Limited CRD 342897 | Central | Investment Adviser | — | 07/28/2026 | ☆ | |||
| 43570 | Tribble Financial Planning, Llc CRD 326576 | Investment Adviser | — | 1 | 03/26/2026 | ☆ | |||
| 43571 | Tribeca Investment Partners Pty Ltd CRD 164313 | Sydney | Investment Adviser | — | 10/24/2025 | ☆ | |||
| 43572 | Tribeca Venture Partners, Llc CRD 162988 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43573 | Tributary Energy Management, Llc CRD 307604 | Investment Adviser | — | 07/15/2024 | ☆ | ||||
| 43574 | Tricrest Management Llc CRD 341870 | Dallas, TX | Investment Adviser | — | 06/19/2026 | ☆ | |||
| 43575 | Trident Advantage Group, Llc CRD 166592 | Greenwich, CT | Investment Adviser | — | 01/30/2013 | ☆ | |||
| 43576 | Trident Advisory Partners, Llc CRD 326959 | Charlotte, NC | Investment Adviser | — | 0 | 3 | 03/18/2026 | ☆ | |
| 43577 | Trident Capital, Inc. CRD 160095 | San Mateo, CA | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 43578 | Trident Consulting CRD 336510 | Investment Adviser | — | 05/16/2025 | ☆ | ||||
| 43579 | Trier Management, Inc. CRD 326729 | Reno, NV | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 43580 | Trifecta Capital Llc CRD 171721 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 43581 | Trilantic Capital Partners Lp Inc CRD 163301 | St Peter Port | Investment Adviser | — | 06/02/2026 | ☆ | |||
| 43582 | Trilantic Europe S.A R.L. CRD 314686 | Luxembourg | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 43583 | Trilantic Europe V S.A R.L. CRD 314684 | Luxembourg | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 43584 | Trill Impact Advisory Ab CRD 313309 | Stockholm | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43585 | Trill Impact Advisory Aps CRD 323921 | Copenhagen | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43586 | Trill Impact Advisory As CRD 336520 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 43587 | Trill Impact Advisory Gmbh CRD 313308 | Munich | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43588 | Trill Impact Luxembourg S.à R.L. CRD 341009 | Luxembourg | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 43589 | Trillian Capital Management Llc CRD 161670 | Investment Adviser | — | 01/02/2014 | ☆ | ||||
| 43590 | Trillion Capital Management Llc CRD 316102 | Irvine, CA | Investment Adviser | — | 06/20/2025 | ☆ | |||
| 43591 | Trillium Valley Financial Planning, Llc CRD 151626 | Investment Adviser | — | 1 | 04/06/2026 | ☆ | |||
| 43592 | Trilogy Investment Advisors, Llc CRD 341443 | Bellevue, WA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43593 | Trilogy Partners Limited CRD 172641 | Hong Kong | Investment Adviser | — | 01/07/2026 | ☆ | |||
| 43594 | Trinity Lane Management, Llc CRD 317623 | Investment Adviser | — | 06/05/2026 | ☆ | ||||
| 43595 | Trinvest Management, Llc CRD 299415 | Investment Adviser | — | 03/31/2023 | ☆ | ||||
| 43596 | Triodos Investment Management B.V. CRD 307440 | Driebergen Rijsenburg | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 43597 | Triple Balance Advisers Inc CRD 314625 | Investment Adviser | — | 1 | 03/31/2025 | ☆ | |||
| 43598 | Triple Crown Advisors CRD 342031 | Maplewood, NJ | Investment Adviser | — | 05/13/2026 | ☆ | |||
| 43599 | Triple Impact Capital Management Co. Llc CRD 313815 | Chadds Ford, PA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 43600 | Triple Jump B.V. CRD 264792 | Amsterdam | Investment Adviser | — | 03/30/2026 | ☆ |