AUMdb

Investment advisers

45,304 firms from SEC Form ADV filings

Advanced market filters Pro · unlock

Profiles and source records remain public on every plan.

#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
43551 Talkot Capital, Llc CRD 164231 Corte Madera, CA Investment Adviser — 03/30/2026 ☆
43552 Tall Trees Capital Management Lp CRD 307808 Investment Adviser — 03/31/2026 ☆
43553 Talley Wealth, Llc CRD 328407 Orange, CA Investment Adviser — 1 03/20/2026 ☆
43554 Tallgrass Wealth Management, Inc. CRD 305396 Sioux Falls, SD Insurance-Affiliated — 0 1 02/09/2026 ☆
43555 Talok Capital 0.1 Llc CRD 336836 Investment Adviser — 03/30/2026 ☆
43556 Tamarack Global Manager Llc CRD 314862 Greenwich, CT Investment Adviser — 02/12/2026 ☆
43557 Tamarind Financial Planning, Llc CRD 155651 San Mateo, CA Investment Adviser — 50 3 08/12/2026 ☆
43558 Tamarind Hill Investment Management, Llc CRD 325904 Investment Adviser — 03/19/2026 ☆
43559 Tamarind Hill Management Ii, Llc CRD 318491 Investment Adviser — 03/19/2026 ☆
43560 Tamarix Capital Management, Llc CRD 307494 New York, NY Investment Adviser — 03/12/2026 ☆
43561 Tampa Bay Ventures, Llc CRD 325354 Tampa, FL Investment Adviser — 03/16/2026 ☆
43562 Tanager Financial, Llc CRD 342758 Investment Adviser — 0 1 08/09/2026 ☆
43563 Tandem Consulting, Llc CRD 325948 Washington, DC Investment Adviser — 03/10/2026 ☆
43564 Tandem Management Services, Llc CRD 163034 Sausalito, CA Investment Adviser — 03/09/2026 ☆
43565 Tandem Partners Group, Llc CRD 328028 Lehi, UT Investment Adviser — 03/26/2026 ☆
43566 Tang Eric M P Inc CRD 106135 San Francisco, CA Investment Adviser — 10 5 01/02/2026 ☆
43567 Tangible Investment Management Limited CRD 307019 London Investment Adviser — 07/23/2026 ☆
43568 Tanglin Venture Partners Pte. Ltd. CRD 314863 Singapore, Singapore Investment Adviser — 09/25/2026 ☆
43569 Tango.Vc, Llc CRD 310009 Investment Adviser — 03/28/2024 ☆
43570 Tanjun Capital Limited CRD 316479 Enfield Investment Adviser — 05/03/2024 ☆
43571 Tanner Insurance & Advisory, Llc CRD 167461 Salt Lake City, UT Investment Adviser — 1 03/31/2026 ☆
43572 Tantallon Capital Advisors Pte Ltd CRD 138648 Singapore Investment Adviser — 02/19/2026 ☆
43573 Tapas Capital, Llc CRD 296781 Bellevue, WA Investment Adviser — 03/24/2026 ☆
43574 Tapestry Venture Capital, Llc CRD 319548 Houston, TX Investment Adviser — 03/31/2026 ☆
43575 Tappan Hill Venture Partners, Llc CRD 308632 Ann Arbor, MI Investment Adviser — 03/26/2026 ☆
43576 Tappan Hill, Llc CRD 319772 Ann Arbor, MI Investment Adviser — 03/23/2026 ☆
43577 Tara Nolan Advisory Services, Ltd CRD 154749 Peyton, CO Insurance-Affiliated — 0 2 08/28/2026 ☆
43578 Tareyton Venture Partners Llc CRD 342283 Investment Adviser — 08/13/2026 ☆
43579 Target Fund Management Services Llc CRD 335121 San Juan, PR Investment Adviser — 05/09/2025 ☆
43580 Target Global Selected Opportunities Lp CRD 311110 Grand Cayman Investment Adviser — 03/19/2026 ☆
43581 Target Partners Gmbh CRD 164257 Munich Investment Adviser — 03/24/2026 ☆
43582 Targeted Capital, Llc CRD 125814 Toms River, NJ Investment Adviser — 2 03/18/2021 ☆
43583 Tarpon Gestora De Recursos Ltda CRD 326606 Sao Paulo, Sp Investment Adviser — 02/09/2026 ☆
43584 Tarra T. Grazley Pfister CRD 118982 Billings, MT Investment Adviser — 1 04/21/2026 ☆
43585 Task Force X Capital Management, Llc CRD 321841 Fort Mill, SC Investment Adviser — 03/18/2026 ☆
43586 Tasseo Ecosystem Llc CRD 338761 Chicago, IL Investment Adviser — 03/02/2026 ☆
43587 Tata Capital Pte Ltd CRD 163375 079911 Investment Adviser — 06/16/2026 ☆
43588 Tau Ventures, Llc CRD 306230 Palo Alto, CA Investment Adviser — 01/30/2026 ☆
43589 Taula Capital Management (Italy) Srl CRD 329854 St Helier Investment Adviser — 09/08/2026 ☆
43590 Taula Capital Management (Switzerland) Sarl CRD 331987 St Helier Investment Adviser — 09/08/2026 ☆
43591 Tauri Capital, Llc CRD 318728 Investment Adviser — 03/14/2026 ☆
43592 Tauroi Technologies Management, Llc CRD 321768 Investment Adviser — 03/04/2026 ☆
43593 Taurus Funds Management Pty Limited CRD 162888 Sydney Investment Adviser — 09/25/2026 ☆
43594 Taurus Ventures Capital Management, Llc CRD 319485 Bangkok Investment Adviser — 03/23/2026 ☆
43595 Taurus Ventures Gp, Llc CRD 283523 Investment Adviser — 03/23/2026 ☆
43596 Tautona Group Annex Fund Gp, L.L.C. CRD 285063 Redwood City, CA Investment Adviser — 03/25/2026 ☆
43597 Tax Lien Performance, Llc CRD 314037 Anaheim, CA Investment Adviser — 07/22/2026 ☆
43598 Tax Planning Professionals, Inc. CRD 282474 Auburn, CA Investment Adviser — 6 01/29/2026 ☆
43599 Taxio Llc CRD 330869 Investment Adviser — 1 05/19/2026 ☆
43600 Tayeh Capital Group Management Co., L.P. CRD 339639 New York, NY Investment Adviser — 03/20/2026 ☆