Investment advisers
45,305 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 |
|---|---|---|---|---|---|---|---|---|---|
| 43751 | The Column Group Management Lp CRD 161912 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 43752 | The Community Development Venture Capital Alliance CRD 298795 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43753 | The Compounding Co Llc CRD 342215 | Investment Adviser | — | 1 | 05/01/2026 | ☆ | |||
| 43754 | The Conley Capital Group Incorporated CRD 156399 | Eugene, OR | Insurance-Affiliated | — | 4 | 12/08/2025 | ☆ | ||
| 43755 | The Council Capital Llc CRD 316045 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 43756 | The Cue Ball Group, Llc CRD 162245 | Boston, MA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43757 | The Dayton Company Inc CRD 297471 | Gig Harbor, WA | Insurance-Affiliated | — | 1 | 03/23/2026 | ☆ | ||
| 43758 | The Debart Group Inc. CRD 118660 | New York, NY | Insurance-Affiliated | — | 1 | 01/29/2026 | ☆ | ||
| 43759 | The Dotch Capital Corporation CRD 312659 | Insurance-Affiliated | — | 1 | 06/25/2026 | ☆ | |||
| 43760 | The Doyle Group, Llc CRD 329796 | Investment Adviser | — | 1 | 02/03/2026 | ☆ | |||
| 43761 | The Driscoll Group, Inc. CRD 141102 | Jacksonville, FL | Investment Adviser | — | 4 | 01/21/2026 | ☆ | ||
| 43762 | The Edison Fund Management Company, L.L.C. CRD 305436 | Miami Beach, FL | Investment Adviser | — | 08/30/2019 | ☆ | |||
| 43763 | The Educator's Advisor CRD 342990 | Investment Adviser | — | 0 | 1 | 08/06/2026 | ☆ | ||
| 43764 | The Elliott Group.Biz Llc CRD 168512 | Investment Adviser | — | 1 | 03/11/2026 | ☆ | |||
| 43765 | The Ensemble Team, Llc CRD 331144 | Seattle, WA | Investment Adviser | — | 7 | 04/14/2026 | ☆ | ||
| 43766 | The Entrepreneur's Investment Office Ltd CRD 334517 | Dubai | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43767 | The Equity Alliance Advisors, Llc CRD 326652 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43768 | The Estate Planning Team, Inc. CRD 170414 | Middleburg Heights, OH | Investment Adviser | — | 2 | 07/28/2026 | ☆ | ||
| 43769 | The Et General Partner Entity, Llc CRD 318864 | Investment Adviser | — | 04/01/2022 | ☆ | ||||
| 43770 | The Explorers, Llc CRD 326797 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 43771 | The Exxel Group Vi (Cayman Islands) Inc. CRD 163787 | Montevideo | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 43772 | The Financial Advisory Group, Ltd CRD 127386 | York, PA | Insurance-Affiliated | — | 4 | 02/13/2026 | ☆ | ||
| 43773 | The Financial Center, Llc CRD 123393 | Novi, MI | Insurance-Affiliated | — | 2 | 03/13/2026 | ☆ | ||
| 43774 | The Financial Coaching Center, Llc CRD 150947 | Burnsville, NC | Insurance-Affiliated | — | 0 | 1 | 03/04/2026 | ☆ | |
| 43775 | The Financial Forge, Llc CRD 339495 | Investment Adviser | — | 1 | 07/16/2026 | ☆ | |||
| 43776 | The Financial Pharmacist, Inc. CRD 141554 | Investment Adviser | — | 20 | 1 | 01/17/2023 | ☆ | ||
| 43777 | The Financial Planning Answerplace, Llc CRD 159932 | Princeton, NJ | Investment Adviser | — | 1 | 03/29/2025 | ☆ | ||
| 43778 | The Financial Team, Inc. CRD 141355 | Carlsbad, CA | Investment Adviser | — | 2 | 02/18/2026 | ☆ | ||
| 43779 | The Fintel Group Llc CRD 283857 | Investment Adviser | — | 4 | 1 | 03/13/2026 | ☆ | ||
| 43780 | The Freckled Strawberry, Llc CRD 328184 | Investment Adviser | — | 1 | 03/02/2026 | ☆ | |||
| 43781 | The Gamblin Group, Llc CRD 285610 | Dallas, TX | Insurance-Affiliated | — | 25 | 1 | 12/23/2021 | ☆ | |
| 43782 | The Gate Advisor Llc CRD 323953 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43783 | The Golden Bird Capital Management Llc CRD 329176 | Mountain View, CA | Investment Adviser | — | 01/21/2025 | ☆ | |||
| 43784 | The Gp Manager, Llc CRD 321178 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43785 | The Grove, Realty And Services, Corp CRD 322350 | Land O'lakes, FL | Insurance-Affiliated | — | 2 | 07/30/2026 | ☆ | ||
| 43786 | The Hatton Financial Group, Llc CRD 111349 | Investment Adviser | — | 0 | 1 | 03/30/2025 | ☆ | ||
| 43787 | The Hendrickson Advisory Group, Inc. CRD 121514 | Columbus, OH | Investment Adviser | — | 3 | 02/12/2026 | ☆ | ||
| 43788 | The Hideaway Entertainment Llc CRD 289788 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 43789 | The Hourly Advisor Llc CRD 330489 | Investment Adviser | — | 1 | 08/28/2026 | ☆ | |||
| 43790 | The House Fund, Llc CRD 282494 | Berkeley, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43791 | The Institute Of Financial Wellness, Llc CRD 317776 | Fort Lauderdale, FL | Investment Adviser | — | 7 | 02/07/2025 | ☆ | ||
| 43792 | The Investment Engineer, Llc CRD 151110 | Investment Adviser | — | 0 | 1 | 04/14/2026 | ☆ | ||
| 43793 | The Just Company CRD 119088 | Indianapolis, IN | Investment Adviser | — | 1 | 03/20/2026 | ☆ | ||
| 43794 | The Launch Partnership, Llc CRD 284093 | Austin, TX | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 43795 | The Legaltech Fund Management Co., L.L.C. CRD 311344 | Fort Lauderdale, FL | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 43796 | The Longreach Group Limited CRD 159839 | Central, Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43797 | The Lunar Project Management Llc CRD 334405 | The Woodlands, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43798 | The Lyddon Group Llc CRD 128091 | Kansas City, MO | Investment Adviser | — | 0 | 1 | 03/10/2025 | ☆ | |
| 43799 | The Mannsion Group Llc CRD 340763 | White Plains, NY | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 43800 | The Mba Fund Management, Llc CRD 331859 | Investment Adviser | — | 02/18/2026 | ☆ |