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 |
|---|---|---|---|---|---|---|---|---|---|
| 44101 | Treasure Coast Ventures, Llc CRD 334040 | Investment Adviser | — | 03/19/2025 | ☆ | ||||
| 44102 | Treasury Fund Management Llc CRD 322087 | New York, NY | Investment Adviser | — | 06/04/2026 | ☆ | |||
| 44103 | Treasury Interactive Investment Advisers Llc CRD 327585 | Brooklyn, NY | Investment Adviser | — | 4,991 | 2 | 03/27/2026 | ☆ | |
| 44104 | Treasuryspring Management (Jersey) Limited CRD 325662 | St Helier | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 44105 | Treaty Oak Equity Llc CRD 300338 | Austin, TX | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44106 | Treble Management, L.L.C. CRD 315839 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 44107 | Trebuchet Capital Management, Lp CRD 292555 | New York, NY | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 44108 | Tree Line Advisors (Singapore) Pte. Ltd. CRD 288064 | Singapore | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 44109 | Treeo Vc Manco, Llc CRD 328477 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 44110 | Treesa Financial Planning, Llc CRD 165288 | Investment Adviser | — | 1 | 10/16/2026 | ☆ | |||
| 44111 | Treeview Capital Management Llc CRD 334591 | Investment Adviser | — | 0 | 1 | 10/02/2026 | ☆ | ||
| 44112 | Tregaron Management Inc. CRD 162722 | Palo Alto, CA | Investment Adviser | — | 04/17/2026 | ☆ | |||
| 44113 | Tremendous View Capital, Llc CRD 308219 | Brooklyn, NY | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 44114 | Trend Discovery Capital Management, Llc CRD 170082 | Long Island City, NY | Investment Adviser | — | 04/25/2023 | ☆ | |||
| 44115 | Trent Capital Partners, Llc CRD 329027 | Naples, FL | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 44116 | Treo Financial Llc CRD 315501 | Investment Adviser | — | 12 | 1 | 02/08/2026 | ☆ | ||
| 44117 | Treo Ventures, Llc CRD 299417 | Reno, NV | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 44118 | Tres Group, Llc CRD 310596 | Investment Adviser | — | 0 | 1 | 01/17/2025 | ☆ | ||
| 44119 | Tres Palmas Ventures Llc CRD 323597 | Burlington, VT | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 44120 | Tresidor Investment Management Llp CRD 304534 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 44121 | Tresses Capital Partners, Llc CRD 336741 | Investment Adviser | — | 07/09/2026 | ☆ | ||||
| 44122 | Trestle Partners Ii Llc CRD 330722 | Palm Beach, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44123 | Trestle Partners Llc CRD 330947 | Palm Beach, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44124 | Trevi Capital CRD 337812 | Pittsburgh, PA | Investment Adviser | — | 07/15/2025 | ☆ | |||
| 44125 | Triangle Tweener Fund, Llc CRD 318464 | Investment Adviser | — | 06/25/2026 | ☆ | ||||
| 44126 | Triata Capital Limited CRD 342897 | Central | Investment Adviser | — | 07/28/2026 | ☆ | |||
| 44127 | Tribble Financial Planning, Llc CRD 326576 | Investment Adviser | — | 1 | 03/26/2026 | ☆ | |||
| 44128 | Tribeca Investment Partners Pty Ltd CRD 164313 | Sydney | Investment Adviser | — | 10/24/2025 | ☆ | |||
| 44129 | Tribeca Venture Partners, Llc CRD 162988 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44130 | Tributary Energy Management, Llc CRD 307604 | Investment Adviser | — | 07/15/2024 | ☆ | ||||
| 44131 | Tributo Capital Llc CRD 344731 | Wilmington, DE | Investment Adviser | — | 09/22/2026 | ☆ | |||
| 44132 | Tricrest Management Llc CRD 341870 | Dallas, TX | Investment Adviser | — | 06/19/2026 | ☆ | |||
| 44133 | Trident Advantage Group, Llc CRD 166592 | Greenwich, CT | Investment Adviser | — | 01/30/2013 | ☆ | |||
| 44134 | Trident Advisory Partners, Llc CRD 326959 | Charlotte, NC | Investment Adviser | — | 0 | 3 | 03/18/2026 | ☆ | |
| 44135 | Trident Capital, Inc. CRD 160095 | San Mateo, CA | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 44136 | Trident Consulting CRD 336510 | Investment Adviser | — | 05/16/2025 | ☆ | ||||
| 44137 | Trier Management, Inc. CRD 326729 | Reno, NV | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 44138 | Trifecta Capital Llc CRD 171721 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 44139 | Trigram Partners Llc CRD 344654 | Investment Adviser | — | 09/18/2026 | ☆ | ||||
| 44140 | Trilantic Capital Partners Lp Inc CRD 163301 | St Peter Port | Investment Adviser | — | 06/02/2026 | ☆ | |||
| 44141 | Trilantic Europe S.A R.L. CRD 314686 | Luxembourg | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 44142 | Trilantic Europe V S.A R.L. CRD 314684 | Luxembourg | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 44143 | Trill Impact Advisory Ab CRD 313309 | Stockholm | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44144 | Trill Impact Advisory Aps CRD 323921 | Copenhagen | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44145 | Trill Impact Advisory As CRD 336520 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 44146 | Trill Impact Advisory Gmbh CRD 313308 | Munich | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44147 | Trill Impact Luxembourg S.à R.L. CRD 341009 | Luxembourg | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 44148 | Trillian Capital Management Llc CRD 161670 | Investment Adviser | — | 01/02/2014 | ☆ | ||||
| 44149 | Trillion Capital Management Llc CRD 316102 | Irvine, CA | Investment Adviser | — | 06/20/2025 | ☆ | |||
| 44150 | Trillium Valley Financial Planning, Llc CRD 151626 | Investment Adviser | — | 1 | 04/06/2026 | ☆ |