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 |
|---|---|---|---|---|---|---|---|---|---|
| 43701 | Terton Capital Management, Llc CRD 343748 | Irvine, CA | Investment Adviser | — | 10/13/2026 | ☆ | |||
| 43702 | Teschke, Eric CRD 175484 | Investment Adviser | — | 1 | 04/29/2023 | ☆ | |||
| 43703 | Tesfaye O'neill Financial Llc CRD 322859 | Alexandria, VA | Investment Adviser | — | 95 | 3 | 03/05/2026 | ☆ | |
| 43704 | Teslaex Global Inc CRD 338846 | Denver, CO | Investment Adviser | — | 09/19/2025 | ☆ | |||
| 43705 | Tesoro Capital Llc CRD 340824 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 43706 | Teton Alpha Management, Llc CRD 318016 | Jackson, WY | Investment Adviser | — | 05/28/2022 | ☆ | |||
| 43707 | Teton Equity Advisors, Llc CRD 298598 | Investment Adviser | — | 10/12/2026 | ☆ | ||||
| 43708 | Teton Equity Management, Llc CRD 271031 | Investment Adviser | — | 04/04/2022 | ☆ | ||||
| 43709 | Teton Peaks Management, Llc CRD 304575 | Radnor, PA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 43710 | Texana Management, Llc CRD 318793 | Houston, TX | Investment Adviser | — | 02/14/2022 | ☆ | |||
| 43711 | Texas Dental Programs, Inc. CRD 140420 | Waco, TX | Insurance-Affiliated | — | 1 | 02/03/2026 | ☆ | ||
| 43712 | Texas First Wealth Management CRD 117979 | Kingwood, TX | Insurance-Affiliated | — | 66 | 1 | 02/06/2023 | ☆ | |
| 43713 | Texas Halo Fund Management, Llc CRD 297548 | Investment Adviser | — | 06/25/2018 | ☆ | ||||
| 43714 | Texas Real Estate Fund Managers Llc CRD 304039 | Houston, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43715 | Texas Venture Partners, Llc CRD 333670 | Austin, TX | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 43716 | Texas Wealth Management, Llc CRD 285898 | Houston, TX | Investment Adviser | — | 8 | 03/12/2026 | ☆ | ||
| 43717 | Texo Ventures, Llc CRD 175227 | Austin, TX | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 43718 | Tf Capital Management Llc CRD 339548 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43719 | Tf Venture Capital Management Co., Ltd. CRD 323481 | Shanghai | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 43720 | Tfc Ventures, Llc CRD 327658 | Investment Adviser | — | 01/30/2026 | ☆ | ||||
| 43721 | Tfg 101 Arch Manager, Llc CRD 332400 | Boston, MA | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 43722 | Tfg Digital Assets Llc CRD 321173 | Naples, FL | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 43723 | Tgf Management Company, Llc CRD 333189 | Palo Alto, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43724 | Tgp Investments Ii, Llc CRD 175241 | Kansas City, MO | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 43725 | Tgp Investments Iii, Llc CRD 330530 | Kansas City, MO | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 43726 | Tgso Advisor Llc CRD 341306 | New York, NY | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 43727 | Tgvg, Llc CRD 335002 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 43728 | Thales Investment Management Company, Llc CRD 314358 | Investment Adviser | — | 03/21/2026 | ☆ | ||||
| 43729 | Thayer Ventures Management Company, L.L.C. CRD 285321 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43730 | Thcp Advisory Limited CRD 329082 | London | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 43731 | Thd Investments Llc CRD 329131 | Investment Adviser | — | 02/13/2026 | ☆ | ||||
| 43732 | The 22 Fund Management, Llc CRD 321755 | Los Angeles, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 43733 | The 4100 Group, Inc. CRD 326853 | Lansing, MI | Investment Adviser | — | 02/27/2024 | ☆ | |||
| 43734 | The Aligned Fund Management Llc CRD 332467 | Investment Adviser | — | 03/29/2026 | ☆ | ||||
| 43735 | The Alternative Selected Opportunities Ltd. CRD 328519 | Grand Cayman | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 43736 | The Artemis Female Fund Management Company Llc CRD 307723 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 43737 | The Astorino Financial Group, Inc. CRD 120217 | Fairfield, NJ | Investment Adviser | — | 7 | 01/15/2026 | ☆ | ||
| 43738 | The Astro Group Llc CRD 343505 | New York, NY | Investment Adviser | — | 07/10/2026 | ☆ | |||
| 43739 | The Aurora Project Llc CRD 340611 | Scottsdale, AZ | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 43740 | The B Group, Inc. CRD 310357 | Dallas, TX | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 43741 | The Baker Group, Lp CRD 7888 | Oklahoma City, OK | Broker-Dealer (Dually Registered) | — | 1 | 14 | 03/02/2026 | ☆ | |
| 43742 | The Balance Of Trade, Llc CRD 291982 | Investment Adviser | — | 0 | 1 | 03/18/2023 | ☆ | ||
| 43743 | The Benchmark Group Ria Services, Llc CRD 153820 | Cherry Hill, NJ | Insurance-Affiliated | — | 6 | 1 | 07/06/2026 | ☆ | |
| 43744 | The Blue Oak Group, Llc CRD 291588 | Boston, MA | Investment Adviser | — | 1 | 04/01/2026 | ☆ | ||
| 43745 | The Cake Shop Capital Llc CRD 318394 | Investment Adviser | — | 06/09/2026 | ☆ | ||||
| 43746 | The Capital Preserve, Inc. CRD 130170 | Tarrytown, NY | Investment Adviser | — | 2 | 03/04/2022 | ☆ | ||
| 43747 | The Carrie Potter Group, Llc CRD 165126 | Houston, TX | Investment Adviser | — | 1 | 10/31/2023 | ☆ | ||
| 43748 | The Ceos' Fund Management Llc CRD 334555 | Investment Adviser | — | 05/15/2025 | ☆ | ||||
| 43749 | The Cid Group Ltd. CRD 163717 | Taipei | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 43750 | The Column Group Management Lp CRD 161912 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ |