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 |
|---|---|---|---|---|---|---|---|---|---|
| 45201 | Yellow Purse Capital Partners Llc CRD 330903 | Investment Adviser | — | 03/29/2024 | ☆ | ||||
| 45202 | Yellowstone Aviation Gp Llc CRD 334356 | Houston, TX | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 45203 | Yes Vc Management Company, Llc CRD 298042 | San Francisco, CA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 45204 | Yield Capital Partners Llc CRD 172281 | Montecito, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 45205 | Yin Financial Planning, Llc CRD 330087 | Investment Adviser | — | 1 | 03/12/2026 | ☆ | |||
| 45206 | Yk Bioventures Capital Partners Llc CRD 332081 | Burlingame, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 45207 | Yk Global Securities Limited CRD 335900 | Denver, CO | Investment Adviser | — | 03/26/2025 | ☆ | |||
| 45208 | Ylp Financial, Llc CRD 322357 | Investment Adviser | — | 0 | 1 | 04/02/2026 | ☆ | ||
| 45209 | Ylr Management Llc CRD 328555 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45210 | Ylv Management Llc CRD 168740 | Mill Valley, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 45211 | Yokahu Management Llc CRD 330452 | San Juan, PR | Investment Adviser | — | 06/17/2025 | ☆ | |||
| 45212 | Yolo Management Llc CRD 321815 | Guaynabo, PR | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 45213 | York Ie Holdings, Llc CRD 304832 | Manchester, NH | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 45214 | Yorktown Partners Llc CRD 162321 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45215 | Your Best Move, Inc. CRD 149749 | Bardstown, KY | Investment Adviser | — | 0 | 2 | 07/13/2026 | ☆ | |
| 45216 | Your Everyday Roi Llc CRD 339933 | Investment Adviser | — | 1 | 01/19/2026 | ☆ | |||
| 45217 | Yourvalues Wealth Counsel, Llc CRD 343039 | Investment Adviser | — | 1 | 09/09/2026 | ☆ | |||
| 45218 | Ypv Management Llc CRD 336289 | Investment Adviser | — | 04/02/2026 | ☆ | ||||
| 45219 | Ys Bioventure Manage Inc. CRD 321149 | Grand Cayman | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 45220 | Yu Capital, Llc CRD 318385 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 45221 | Yu Financial Advice, Llc CRD 192517 | Chesterfield, MO | Investment Adviser | — | 0 | 1 | 01/08/2026 | ☆ | |
| 45222 | Yu Galaxy Llc CRD 323204 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 45223 | Yu Star Fund I Gp, Llc CRD 318251 | Palo Alto, CA | Investment Adviser | — | 03/26/2024 | ☆ | |||
| 45224 | Yuanbio Venture Capital Ii Gp Ltd. CRD 321150 | Grand Cayman | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 45225 | Yuanzhan Capital Management Llc CRD 299558 | Irvine, CA | Investment Adviser | — | 03/18/2020 | ☆ | |||
| 45226 | Yuca Capital Llc CRD 307919 | Investment Adviser | — | 11/29/2022 | ☆ | ||||
| 45227 | Yuka Okawa Marosek CRD 333832 | San Clemente, CA | Investment Adviser | — | 0 | 1 | 04/14/2025 | ☆ | |
| 45228 | Yunfeng Capital Limited CRD 298599 | Hong Kong | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 45229 | Yunqi Capital Limited CRD 293995 | Hong Kong | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 45230 | Ywhales Ventures Management, Llc CRD 328367 | Creve Coeur, MO | Investment Adviser | — | 01/25/2024 | ☆ | |||
| 45231 | Z2 Capital Partners, Llc CRD 335860 | Stamford, CT | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 45232 | Z21 Ventures Management Company, Llc CRD 319616 | Berkeley, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 45233 | Z5 Capital Llc CRD 335964 | Palo Alto, CA | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 45234 | Zaaba Capital Limited CRD 318631 | Central | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 45235 | Zachary Financial Consultants Llc CRD 316648 | Palm Beach Gardens, FL | Insurance-Affiliated | — | 2 | 02/18/2026 | ☆ | ||
| 45236 | Zacua Manco, Llc CRD 331199 | Investment Adviser | — | 04/03/2026 | ☆ | ||||
| 45237 | Zai Technologies Llc CRD 342129 | Thousand Oaks, CA | Investment Adviser | — | 2 | 1 | 09/08/2026 | ☆ | |
| 45238 | Zakara Capital, Llc CRD 337211 | New York, NY | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 45239 | Zakari Capital Management Llc CRD 319176 | Investment Adviser | — | 03/15/2026 | ☆ | ||||
| 45240 | Zas Ventures, Llc CRD 327708 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 45241 | Zc Advisor, Llc CRD 291811 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 45242 | Zcap Llp CRD 338781 | London | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 45243 | Zeal Apex Management Llc CRD 342996 | Investment Adviser | — | 09/25/2026 | ☆ | ||||
| 45244 | Zeal Capital Management, Llc CRD 314354 | Washington Dc, DC | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 45245 | Zealth Planning, Llc CRD 336569 | Ontario, CA | Investment Adviser | — | 2 | 02/06/2026 | ☆ | ||
| 45246 | Zebedee Capital Partners Llp CRD 162779 | London | Investment Adviser | — | 04/17/2026 | ☆ | |||
| 45247 | Zebra Capital Management, Llc CRD 126285 | Stamford, CT | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45248 | Zebra Global Capital Management (Singapore) Pte. Ltd. CRD 322023 | Beijing | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 45249 | Zeev Ventures, Llc CRD 301210 | Palo Alto, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 45250 | Zeff Holding Company, Llc CRD 318264 | Investment Adviser | — | 02/02/2026 | ☆ |