Investment advisers
45,276 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 |
|---|---|---|---|---|---|---|---|---|---|
| 32101 | Addisonmanagement, Inc. CRD 324234 | Shelburne, VT | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 32102 | Addition, L.P. CRD 309075 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32103 | Adele Brady Bolson Cpa Ps CRD 116392 | Bellevue, WA | Investment Adviser | — | 2 | 05/01/2026 | ☆ | ||
| 32104 | Adelie Investment Management Company CRD 162709 | Ebene | Investment Adviser | — | 06/05/2026 | ☆ | |||
| 32105 | Adelio Partners Limited CRD 340027 | London | Investment Adviser | — | 01/12/2026 | ☆ | |||
| 32106 | Adelis Advisory A/S CRD 317934 | 1055 Copenhagen | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 32107 | Adelis Advisory I Ab CRD 169534 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32108 | Adelis Advisory Ii Ab CRD 289290 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32109 | Adelis Advisory Iii Ab CRD 317936 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32110 | Adelis Advisory Iv Ab CRD 333820 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32111 | Adelis Ssid Advisory Ab CRD 322672 | Stockholm | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32112 | Adelphi Capital Advisory, Llc CRD 298903 | Washington, DC | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32113 | Adelphi Ventures Management, Llc CRD 334434 | Investment Adviser | — | 02/02/2026 | ☆ | ||||
| 32114 | Adenia Partners Ltd CRD 332221 | Beau Plan | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 32115 | Adept Benefits Solutions Llc CRD 335210 | Insurance-Affiliated | — | 1 | 07/21/2026 | ☆ | |||
| 32116 | Adi Nitai Das, Llc CRD 337479 | Investment Adviser | — | 08/18/2025 | ☆ | ||||
| 32117 | Aditum Bio Management Company, Llc CRD 305442 | Oakland, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32118 | Adjacent Ventures Llc CRD 306888 | New York, NY | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 32119 | Adjuvant Capital, Lp CRD 301716 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 32120 | Adlerberg Capital Llc CRD 344440 | Golden, CO | Investment Adviser | — | 09/04/2026 | ☆ | |||
| 32121 | Admiral Capital Partners, Llc CRD 286422 | Investment Adviser | — | 02/19/2026 | ☆ | ||||
| 32122 | Adnate Capital Management Llc CRD 335564 | Fairfax, VA | Investment Adviser | — | 3 | 3 | 01/29/2026 | ☆ | |
| 32123 | Adonex America Llc CRD 344643 | Investment Adviser | — | 0 | 2 | 09/30/2026 | ☆ | ||
| 32124 | Adp I Gp Limited CRD 284979 | St Helier | Investment Adviser | — | 07/28/2024 | ☆ | |||
| 32125 | Adp Ii Gp Limited CRD 285019 | St Peter Port | Investment Adviser | — | 07/28/2024 | ☆ | |||
| 32126 | Adp Iii Gp Limited CRD 300175 | St Peter Port, St Peter Port | Investment Adviser | — | 07/28/2024 | ☆ | |||
| 32127 | Adv Capital Management Llc CRD 343155 | La Jolla, CA | Investment Adviser | — | 08/03/2026 | ☆ | |||
| 32128 | Adv Partners Capital Management Ltd. CRD 285618 | Singapore | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32129 | Advance Global Capital Ltd. CRD 284467 | London | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 32130 | Advance Wave Partners, Llc CRD 281452 | Greenwood Village, CO | Investment Adviser | — | 09/14/2015 | ☆ | |||
| 32131 | Advanced Financial Services, Llc CRD 162142 | Scottsdale, AZ | Investment Adviser | — | 1 | 03/20/2025 | ☆ | ||
| 32132 | Advancit Capital Advisors Llc CRD 167928 | Boston, MA | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 32133 | Advantage Capital Llc CRD 339174 | Guaynabo, PR | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32134 | Advantage Partners Pte. Ltd. CRD 324136 | Singapore | Investment Adviser | — | 02/03/2026 | ☆ | |||
| 32135 | Advantech Capital Advisors Ii Limited CRD 300893 | Camana Bay | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 32136 | Advantech Capital Advisors Ltd. CRD 281747 | Camana Bay | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 32137 | Advaya Llp CRD 334239 | London | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 32138 | Advaya Manager Llc CRD 339124 | San Francisco, CA | Investment Adviser | — | 05/18/2026 | ☆ | |||
| 32139 | Advent Advisors Llc CRD 304835 | Investment Adviser | — | 2 | 02/23/2026 | ☆ | |||
| 32140 | Advent Life Sciences Llp CRD 173031 | London | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 32141 | Advent Partners Pty Ltd CRD 171232 | Melbourne, Victoria | Investment Adviser | — | 12/19/2025 | ☆ | |||
| 32142 | Advent Morro Equity Partners, Inc. CRD 162930 | San Juan, PR | Investment Adviser | — | 09/23/2026 | ☆ | |||
| 32143 | Adverb Ventures Management, Llc CRD 326839 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 32144 | Advice Only, Pbc CRD 334039 | San Diego, CA | Investment Adviser | — | 6 | 08/05/2026 | ☆ | ||
| 32145 | Advicemind Llc CRD 325992 | Brandon, FL | Investment Adviser | — | 01/05/2026 | ☆ | |||
| 32146 | Adviser Financial Group, Inc CRD 115049 | Investment Adviser | — | 100 | 1 | 03/24/2026 | ☆ | ||
| 32147 | Advisia Financial Planning, Llc CRD 340257 | Bellevue, WA | Investment Adviser | — | 1 | 06/30/2026 | ☆ | ||
| 32148 | Advisor 123 Llc CRD 316880 | Caledonia, MI | Investment Adviser | — | 6 | 02/10/2026 | ☆ | ||
| 32149 | Advisor Alliance Llc CRD 289813 | Shepherdstown, WV | Investment Adviser | — | 0 | 1 | 12/04/2025 | ☆ | |
| 32150 | Advisors Asset Management, Inc. CRD 285455 | Tacoma, WA | Investment Adviser | — | 2 | 04/28/2026 | ☆ |