Investment advisers
44,810 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 |
|---|---|---|---|---|---|---|---|---|---|
| 44751 | Zealth Planning, Llc CRD 336569 | Ontario, CA | Investment Adviser | — | 2 | 02/06/2026 | ☆ | ||
| 44752 | Zebedee Capital Partners Llp CRD 162779 | London | Investment Adviser | — | 04/17/2026 | ☆ | |||
| 44753 | Zebra Capital Management, Llc CRD 126285 | Stamford, CT | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44754 | Zebra Global Capital Management (Singapore) Pte. Ltd. CRD 322023 | Beijing | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 44755 | Zeev Ventures, Llc CRD 301210 | Palo Alto, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 44756 | Zeff Holding Company, Llc CRD 318264 | Investment Adviser | — | 02/02/2026 | ☆ | ||||
| 44757 | Zelda Ventures, Llc CRD 324291 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 44758 | Zelkova Management, Llc CRD 322333 | Miami Beach, FL | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 44759 | Zeller Kern Private Wealth Management, Inc. CRD 144913 | Gold River, CA | Insurance-Affiliated | — | 3 | 05/29/2026 | ☆ | ||
| 44760 | Zenani Capital, Llc CRD 333564 | Manhattan Beach, CA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 44761 | Zenithal Capital Llc CRD 327501 | Bellevue, WA | Investment Adviser | — | 04/26/2024 | ☆ | |||
| 44762 | Zeno Equity Partners Llp CRD 163002 | London | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 44763 | Zenquant Technologies Lp CRD 322771 | San Diego, CA | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 44764 | Zentalis Investment Management Llc CRD 340025 | Denver, CO | Broker-Dealer (Dually Registered) | — | 12/14/2025 | ☆ | |||
| 44765 | Zentara Exchange Ltd CRD 338283 | San Francisco, CA | Investment Adviser | — | 08/19/2025 | ☆ | |||
| 44766 | Zentis Capital Management CRD 342989 | Denver, CO | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 44767 | Zenture Capital Management, Llc CRD 325259 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 44768 | Zenvio Inc CRD 338564 | Denver, CO | Investment Adviser | — | 08/29/2025 | ☆ | |||
| 44769 | Zephyros London Market Im, Llc CRD 339684 | Austin, TX | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 44770 | Zero Infinity Partners, Llc CRD 321074 | New York, NY | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 44771 | Zero Knowledge L.L.C. CRD 341376 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 44772 | Zestful Financial Planning Llc CRD 339081 | Investment Adviser | — | 1 | 03/12/2026 | ☆ | |||
| 44773 | Zetland Capital Partners Llp CRD 290218 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 44774 | Zetta Venture Capital, Llc CRD 170393 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44775 | Zevix Fund America Llc CRD 338549 | Fort Lauderdale, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44776 | Zhen Advisors, Ltd. CRD 283311 | Grand Cayman | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44777 | Zhong Ou Rabbit (Hong Kong) Assets Management Limited CRD 329461 | Hong Kong | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 44778 | Zhuhai Sherpa Equity Investment Management Company Limited CRD 308824 | Beijing | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44779 | Ziarnick Financial Llc CRD 161872 | Investment Adviser | — | 0 | 1 | 09/27/2023 | ☆ | ||
| 44780 | Ziegler Link Age Management Ii, Llc CRD 298833 | Milwaukee, WI | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44781 | Ziegler Link Age Management Iii, Llc CRD 319701 | Milwaukee, WI | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44782 | Ziegler Link Age Management, Llc CRD 213513 | Milwaukee, WI | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44783 | Zigg Capital Management Company, Llc CRD 300580 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44784 | Ziggy Wealth, Llc CRD 328022 | Royal Oak, MI | Investment Adviser | — | 2 | 11/10/2025 | ☆ | ||
| 44785 | Zilkha Investments, L.P. CRD 170332 | New York, NY | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44786 | Zima Capital Management Llc CRD 337304 | San Jose, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 44787 | Zimmer, Kathi Lynn CRD 164654 | Investment Adviser | — | 25 | 1 | 07/11/2025 | ☆ | ||
| 44788 | Zkv Approved Manager Ltd. CRD 334295 | Investment Adviser | — | 08/18/2026 | ☆ | ||||
| 44789 | Zoic Capital Gp Iv Llc CRD 328443 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 44790 | Zoic Capital Gp Two Llc CRD 305468 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 44791 | Zoic Capital Gp V Llc CRD 329998 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 44792 | Zoic Capital Netting I Llc CRD 313958 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 44793 | Zoic Capital Partners Llc CRD 305466 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 44794 | Zoic Capital Two Llc CRD 305476 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 44795 | Zoic Capital, Llc CRD 284845 | Bellevue, WA | Investment Adviser | — | 09/18/2017 | ☆ | |||
| 44796 | Zone 2 Ventures Llc CRD 340397 | New York, NY | Investment Adviser | — | 01/15/2026 | ☆ | |||
| 44797 | Zoo Capital Advisory Ltd. CRD 308019 | Georgetown | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44798 | Zora I.I. Ltd. CRD 284312 | Herzliya Pituach | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44799 | Zorich, Thomas S. CRD 151394 | Investment Adviser | — | 0 | 1 | 06/05/2018 | ☆ | ||
| 44800 | Zouk Capital Llp CRD 162937 | London | Investment Adviser | — | 03/27/2026 | ☆ |