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 |
|---|---|---|---|---|---|---|---|---|---|
| 43801 | The Michael Kentor Company CRD 114996 | Austin, TX | Insurance-Affiliated | — | 5 | 04/02/2026 | ☆ | ||
| 43802 | The Midway Group, L.P. CRD 161147 | New York, NY | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 43803 | The Milwaukee Water Council CRD 269843 | Milwaukee, WI | Investment Adviser | — | 03/15/2016 | ☆ | |||
| 43804 | The Money Mission Limited Liability Company CRD 310126 | Investment Adviser | — | 10 | 1 | 09/18/2026 | ☆ | ||
| 43805 | The Operand Group Ii Llc CRD 285587 | Deer Park, IL | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 43806 | The Paragon Partners Fund Ii Gmbh & Co. Kg CRD 314204 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43807 | The Paragon Partners Fund Iii Gmbh & Co. Kg CRD 304934 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43808 | The Paragon Partners Fund Iv Gmbh & Co. Kg CRD 325811 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43809 | The Partners Fund Advisors, Llc CRD 327193 | Investment Adviser | — | 04/08/2026 | ☆ | ||||
| 43810 | The Pickle Pros L.L.C. CRD 325575 | Royal Oak, MI | Investment Adviser | — | 0 | 5 | 10/08/2026 | ☆ | |
| 43811 | The Pitch Fund, Llc CRD 327310 | Investment Adviser | — | 03/14/2026 | ☆ | ||||
| 43812 | The Planners Professional Services, Inc. CRD 108195 | West Des Moines, IA | Investment Adviser | — | 37 | 1 | 03/28/2024 | ☆ | |
| 43813 | The Player's Legacy Ventures, Llc. CRD 332329 | Franklin, MA | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 43814 | The Premier Advisory Group, Llc CRD 173071 | Omaha, NE | Investment Adviser | — | 4 | 04/24/2026 | ☆ | ||
| 43815 | The Process Management Group, Llc CRD 157100 | Investment Adviser | — | 1 | 06/10/2026 | ☆ | |||
| 43816 | The Refiners Fund I Gp, Llc CRD 294097 | Investment Adviser | — | 03/17/2025 | ☆ | ||||
| 43817 | The Retirement Optimization Group, Llc CRD 286425 | Honolulu, HI | Investment Adviser | — | 1 | 04/23/2026 | ☆ | ||
| 43818 | The Rich Group, Llc CRD 153340 | Investment Adviser | — | 0 | 0 | 03/13/2026 | ☆ | ||
| 43819 | The Roda Group Clean Tech Management, Llc CRD 162243 | Berkeley, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43820 | The Roda Group Venture Development Co. Llc CRD 162249 | Berkeley, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43821 | The Rushmere Partnership Lp CRD 336382 | Nashville, TN | Investment Adviser | — | 01/30/2026 | ☆ | |||
| 43822 | The Seb Group, Inc. CRD 134156 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 43823 | The Social Equity Group, Inc. CRD 123747 | Investment Adviser | — | 1 | 03/12/2026 | ☆ | |||
| 43824 | The Social+Capital Partnership Llc CRD 304525 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43825 | The Soul Rider Llc CRD 299707 | Sheridan, WY | Investment Adviser | — | 06/11/2024 | ☆ | |||
| 43826 | The Southern Funds Group, Llc CRD 159848 | Houston, TX | Investment Adviser | — | 03/28/2024 | ☆ | |||
| 43827 | The Space Between Mgmt Llc CRD 330301 | San Francisco, CA | Investment Adviser | — | 08/07/2026 | ☆ | |||
| 43828 | The Stagwell Group Llc CRD 175350 | Miami Beach, FL | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 43829 | The Stalder Group Llc CRD 293297 | Ellensburg, WA | Investment Adviser | — | 04/03/2018 | ☆ | |||
| 43830 | The Starting Line Management, Llc CRD 318174 | Chicago, IL | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 43831 | The Stewardship Fund Gp, Llc CRD 321726 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 43832 | The Syndicate Group, Inc. CRD 298881 | Palos Verdes Estates, CA | Investment Adviser | — | 03/28/2024 | ☆ | |||
| 43833 | The Tempest Financial Group Pllc CRD 312592 | Insurance-Affiliated | — | 0 | 1 | 02/20/2024 | ☆ | ||
| 43834 | The True Prophets Llc CRD 320723 | Investment Adviser | — | 2 | 03/04/2026 | ☆ | |||
| 43835 | The Venture City Management, Llc CRD 289954 | Miami, FL | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 43836 | The Venture Collective Llc CRD 313874 | Miami Beach, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43837 | The Vertical Market Intelligence Group, Llc CRD 326975 | New York, NY | Investment Adviser | — | 2 | 03/31/2026 | ☆ | ||
| 43838 | The Veteran Fund Manager Llc CRD 319019 | San Francisco, CA | Investment Adviser | — | 09/22/2025 | ☆ | |||
| 43839 | The Von Dohlen Knuffke Financial Group, Llc CRD 172094 | Investment Adviser | — | 15 | 2 | 03/31/2026 | ☆ | ||
| 43840 | The Wealthy Parent Llc CRD 326157 | Chicago, IL | Investment Adviser | — | 1 | 03/23/2026 | ☆ | ||
| 43841 | The Wicks Group Of Companies Iii, Llc CRD 157918 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43842 | The Winthrop Corporation CRD 105273 | Shelton, CT | Investment Adviser | — | 21 | 03/16/2026 | ☆ | ||
| 43843 | The Winvest Investment Fund CRD 315132 | Investment Adviser | — | 06/10/2021 | ☆ | ||||
| 43844 | The Winvest Investment Fund Management Corp. CRD 323863 | Investment Adviser | — | 10/13/2022 | ☆ | ||||
| 43845 | The Y Startup Index, Llc CRD 319066 | Investment Adviser | — | 02/03/2026 | ☆ | ||||
| 43846 | The Zabel Companies, Llc CRD 298721 | Charlotte, NC | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 43847 | Thea Nesis, Llc CRD 325592 | Investment Adviser | — | 1 | 03/10/2026 | ☆ | |||
| 43848 | Thefoundervc, Llc CRD 332986 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 43849 | Thegrid Llc CRD 325618 | Camp Hill, PA | Insurance-Affiliated | — | 0 | 2 | 03/06/2026 | ☆ | |
| 43850 | Theia Blockchain Llc CRD 334442 | Investment Adviser | — | 03/20/2026 | ☆ |