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 |
|---|---|---|---|---|---|---|---|---|---|
| 45251 | Zelda Ventures, Llc CRD 324291 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 45252 | Zelkova Management, Llc CRD 322333 | Miami Beach, FL | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 45253 | Zeller Kern Private Wealth Management, Inc. CRD 144913 | Gold River, CA | Insurance-Affiliated | — | 3 | 05/29/2026 | ☆ | ||
| 45254 | Zenani Capital, Llc CRD 333564 | Manhattan Beach, CA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 45255 | Zenithal Capital Llc CRD 327501 | Bellevue, WA | Investment Adviser | — | 04/26/2024 | ☆ | |||
| 45256 | Zeno Equity Partners Llp CRD 163002 | London | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 45257 | Zenquant Technologies Lp CRD 322771 | San Diego, CA | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 45258 | Zentalis Investment Management Llc CRD 340025 | Denver, CO | Broker-Dealer (Dually Registered) | — | 12/14/2025 | ☆ | |||
| 45259 | Zentara Exchange Ltd CRD 338283 | San Francisco, CA | Investment Adviser | — | 08/19/2025 | ☆ | |||
| 45260 | Zentis Capital Management CRD 342989 | Denver, CO | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 45261 | Zenture Capital Management, Llc CRD 325259 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 45262 | Zenvio Inc CRD 338564 | Denver, CO | Investment Adviser | — | 08/29/2025 | ☆ | |||
| 45263 | Zephyros London Market Im, Llc CRD 339684 | Austin, TX | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 45264 | Zero Infinity Partners, Llc CRD 321074 | New York, NY | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 45265 | Zero Knowledge L.L.C. CRD 341376 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 45266 | Zestful Financial Planning Llc CRD 339081 | Investment Adviser | — | 1 | 09/30/2026 | ☆ | |||
| 45267 | Zetland Capital Partners Llp CRD 290218 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 45268 | Zetta Venture Capital, Llc CRD 170393 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 45269 | Zevix Fund America Llc CRD 338549 | Fort Lauderdale, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45270 | Zhen Advisors, Ltd. CRD 283311 | Grand Cayman | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45271 | Zhong Ou Rabbit (Hong Kong) Assets Management Limited CRD 329461 | Hong Kong | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 45272 | Zhuhai Sherpa Equity Investment Management Company Limited CRD 308824 | Beijing | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 45273 | Ziarnick Financial Llc CRD 161872 | Investment Adviser | — | 0 | 1 | 09/27/2023 | ☆ | ||
| 45274 | Ziegler Link Age Management Ii, Llc CRD 298833 | Milwaukee, WI | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45275 | Ziegler Link Age Management Iii, Llc CRD 319701 | Milwaukee, WI | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45276 | Ziegler Link Age Management, Llc CRD 213513 | Milwaukee, WI | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45277 | Zigg Capital Management Company, Llc CRD 300580 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45278 | Ziggy Wealth, Llc CRD 328022 | Royal Oak, MI | Investment Adviser | — | 2 | 11/10/2025 | ☆ | ||
| 45279 | Zilkha Investments, L.P. CRD 170332 | New York, NY | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 45280 | Zima Capital Management Llc CRD 337304 | San Jose, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 45281 | Zimmer, Kathi Lynn CRD 164654 | Investment Adviser | — | 25 | 1 | 07/11/2025 | ☆ | ||
| 45282 | Zkv Approved Manager Ltd. CRD 334295 | Investment Adviser | — | 08/18/2026 | ☆ | ||||
| 45283 | Zoic Capital Gp Iv Llc CRD 328443 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 45284 | Zoic Capital Gp Two Llc CRD 305468 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 45285 | Zoic Capital Gp V Llc CRD 329998 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 45286 | Zoic Capital Netting I Llc CRD 313958 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 45287 | Zoic Capital Partners Llc CRD 305466 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 45288 | Zoic Capital Two Llc CRD 305476 | Investment Adviser | — | 04/16/2025 | ☆ | ||||
| 45289 | Zoic Capital, Llc CRD 284845 | Bellevue, WA | Investment Adviser | — | 09/18/2017 | ☆ | |||
| 45290 | Zone 2 Ventures Llc CRD 340397 | New York, NY | Investment Adviser | — | 01/15/2026 | ☆ | |||
| 45291 | Zoo Capital Advisory Ltd. CRD 308019 | Georgetown | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45292 | Zora I.I. Ltd. CRD 284312 | Herzliya Pituach | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45293 | Zorich, Thomas S. CRD 151394 | Investment Adviser | — | 0 | 1 | 06/05/2018 | ☆ | ||
| 45294 | Zouk Capital Llp CRD 162937 | London | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45295 | Zozotrade Inc CRD 339009 | Newark, NJ | Investment Adviser | — | 10/16/2025 | ☆ | |||
| 45296 | Zp Management Llc CRD 342365 | Investment Adviser | — | 10/15/2026 | ☆ | ||||
| 45297 | Zs Fund Advisers Llc CRD 325494 | New York, NY | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 45298 | Zsf Management Llc CRD 342651 | Investment Adviser | — | 05/19/2026 | ☆ | ||||
| 45299 | Zulauf Asset Management Ag CRD 110597 | Baar | Investment Adviser | — | 140 | 2 | 06/23/2026 | ☆ | |
| 45300 | Zx Squared Capital Management Us, Llc CRD 338891 | Investment Adviser | — | 03/19/2026 | ☆ |