Investment advisers
44,723 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 |
|---|---|---|---|---|---|---|---|---|---|
| 44601 | Xtellus Advisors Llc CRD 313437 | Miami, FL | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 44602 | Xueqiu Holdings Limited CRD 291464 | Beijing | Investment Adviser | — | 5 | 4 | 03/31/2026 | ☆ | |
| 44603 | Xvc Management Ltd. CRD 297889 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44604 | Xyz Venture Capital, Llc CRD 306233 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 44605 | Y CRD 333646 | Investment Adviser | — | 1 | 2 | 12/04/2025 | ☆ | ||
| 44606 | Y Combinator Management, Llc CRD 171730 | Mountain View, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44607 | Y Investments, Llc CRD 338675 | Charlotte, NC | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 44608 | Y Intercept (Hong Kong) Limited CRD 299916 | Hong Kong | Investment Adviser | — | 07/21/2026 | ☆ | |||
| 44609 | Y2 Capital Partners Limited CRD 315256 | Hong Kong | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 44610 | Y2 K Financial Llc CRD 310585 | Investment Adviser | — | 0 | 1 | 09/09/2020 | ☆ | ||
| 44611 | Yali Partners Llp CRD 341237 | Kundalahalli, Bangalore | Investment Adviser | — | 08/20/2026 | ☆ | |||
| 44612 | Yamaha Music Innovations, Llc CRD 340639 | San Mateo, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44613 | Yamhill Capital Llc CRD 315911 | Washington, DC | Investment Adviser | — | 03/29/2022 | ☆ | |||
| 44614 | Yang, John Chaopin CRD 164906 | Insurance-Affiliated | — | 2 | 06/15/2026 | ☆ | |||
| 44615 | Yang,Albert CRD 327777 | Investment Adviser | — | 07/21/2023 | ☆ | ||||
| 44616 | Yar Management Llc CRD 331302 | Sunnyvale, CA | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 44617 | Yarnall Iii, William Henry CRD 127016 | Investment Adviser | — | 0 | 1 | 01/14/2026 | ☆ | ||
| 44618 | Yazdanyar, Mehrnoush CRD 167301 | Westlake Village, CA | Investment Adviser | — | 1 | 06/10/2026 | ☆ | ||
| 44619 | Ycc Capital Management, Llc CRD 342380 | Osaka, Osaka | Investment Adviser | — | 07/22/2026 | ☆ | |||
| 44620 | Year Zero Ventures Group Llc CRD 341147 | Santa Cruz, CA | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 44621 | Yellow Mountain Capital, Llc CRD 286456 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 44622 | Yellow Purse Capital Partners Llc CRD 330903 | Investment Adviser | — | 03/29/2024 | ☆ | ||||
| 44623 | Yellowstone Aviation Gp Llc CRD 334356 | Houston, TX | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 44624 | Yes Vc Management Company, Llc CRD 298042 | San Francisco, CA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 44625 | Yield Capital Partners Llc CRD 172281 | Montecito, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44626 | Yin Financial Planning, Llc CRD 330087 | Investment Adviser | — | 1 | 03/12/2026 | ☆ | |||
| 44627 | Yk Bioventures Capital Partners Llc CRD 332081 | Burlingame, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44628 | Yk Global Securities Limited CRD 335900 | Denver, CO | Investment Adviser | — | 03/26/2025 | ☆ | |||
| 44629 | Ylp Financial, Llc CRD 322357 | Investment Adviser | — | 0 | 1 | 04/02/2026 | ☆ | ||
| 44630 | Ylr Management Llc CRD 328555 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44631 | Ylv Management Llc CRD 168740 | Mill Valley, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44632 | Yokahu Management Llc CRD 330452 | San Juan, PR | Investment Adviser | — | 06/17/2025 | ☆ | |||
| 44633 | Yolo Management Llc CRD 321815 | Guaynabo, PR | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 44634 | York Ie Holdings, Llc CRD 304832 | Manchester, NH | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 44635 | Yorktown Partners Llc CRD 162321 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44636 | Your Best Move, Inc. CRD 149749 | Bardstown, KY | Investment Adviser | — | 0 | 2 | 07/13/2026 | ☆ | |
| 44637 | Your Everyday Roi Llc CRD 339933 | Investment Adviser | — | 1 | 01/19/2026 | ☆ | |||
| 44638 | Ypv Management Llc CRD 336289 | Investment Adviser | — | 04/02/2026 | ☆ | ||||
| 44639 | Ys Bioventure Manage Inc. CRD 321149 | Grand Cayman | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44640 | Yu Capital, Llc CRD 318385 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 44641 | Yu Financial Advice, Llc CRD 192517 | Chesterfield, MO | Investment Adviser | — | 0 | 1 | 01/08/2026 | ☆ | |
| 44642 | Yu Galaxy Llc CRD 323204 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 44643 | Yu Star Fund I Gp, Llc CRD 318251 | Palo Alto, CA | Investment Adviser | — | 03/26/2024 | ☆ | |||
| 44644 | Yuanbio Venture Capital Ii Gp Ltd. CRD 321150 | Grand Cayman | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44645 | Yuanzhan Capital Management Llc CRD 299558 | Irvine, CA | Investment Adviser | — | 03/18/2020 | ☆ | |||
| 44646 | Yuca Capital Llc CRD 307919 | Investment Adviser | — | 11/29/2022 | ☆ | ||||
| 44647 | Yuka Okawa Marosek CRD 333832 | San Clemente, CA | Investment Adviser | — | 0 | 1 | 04/14/2025 | ☆ | |
| 44648 | Yunfeng Capital Limited CRD 298599 | Hong Kong | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44649 | Yunqi Capital Limited CRD 293995 | Hong Kong | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 44650 | Ywhales Ventures Management, Llc CRD 328367 | Creve Coeur, MO | Investment Adviser | — | 01/25/2024 | ☆ |