Investment advisers
44,672 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 |
|---|---|---|---|---|---|---|---|---|---|
| 32851 | Balanced Wealth, Inc. CRD 324140 | Scottsdale, AZ | Investment Adviser | — | 1 | 04/09/2026 | ☆ | ||
| 32852 | Balatsos, Dimitri, Nikolas CRD 111811 | Investment Adviser | — | 0 | 1 | 03/31/2025 | ☆ | ||
| 32853 | Balderton Capital (Uk) Llp CRD 160323 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32854 | Baldwin Financial Advisors, Llc CRD 115734 | Arlington Heights, IL | Investment Adviser | — | 247 | 3 | 03/24/2026 | ☆ | |
| 32855 | Balerion Space Ventures Management, Llc CRD 326964 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32856 | Ballers And Associates, Llc CRD 174220 | Investment Adviser | — | 1 | 07/08/2025 | ☆ | |||
| 32857 | Ballistic Ventures Alpha Llc CRD 318512 | Menlo Park, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 32858 | Balser Financial Corporation CRD 148426 | Atlanta, GA | Investment Adviser | — | 2 | 02/19/2026 | ☆ | ||
| 32859 | Baluden Financial Llc CRD 340191 | Sacramento, CA | Investment Adviser | — | 0 | 1 | 03/29/2026 | ☆ | |
| 32860 | Bam Credit Manager, Llc CRD 338016 | Carmel, IN | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 32861 | Bam Ventures M Anagement, Llc CRD 329944 | Los Angeles, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 32862 | Bambumeta Ventures Llc CRD 340940 | Investment Adviser | — | 04/21/2026 | ☆ | ||||
| 32863 | Banana Capital Management, Llc CRD 312842 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 32864 | Banbridge Management, Llc CRD 342310 | Plano, TX | Investment Adviser | — | 04/29/2026 | ☆ | |||
| 32865 | Banbury Llc CRD 294863 | Pahrump, NV | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 32866 | Bancroft Capital, Llc CRD 290665 | Fort Washington, PA | Broker-Dealer (Dually Registered) | — | 0 | 4 | 02/17/2026 | ☆ | |
| 32867 | Banctech Capital Management, Llc CRD 342732 | Sandy, UT | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 32868 | Bandy Capital Llc CRD 165065 | Dallas, TX | Investment Adviser | — | 04/02/2019 | ☆ | |||
| 32869 | Bankless Ventures Llc CRD 327311 | Cheyenne, WY | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 32870 | Banner Vc Management, Llc CRD 339864 | Austin, TX | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 32871 | Banneton Capital Llc CRD 322960 | San Francisco, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 32872 | Banter Capital Holdings Llc CRD 334035 | Orlando, FL | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 32873 | Bantry Bay Capital Limited CRD 333527 | London | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 32874 | Banyan Capital Partners Ltd. CRD 170221 | George Town, Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32875 | Banyan Continuation Fund Advisors, Llc CRD 321219 | Miami, FL | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 32876 | Banyan Ventures Management Llc CRD 334061 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 32877 | Bapna Capital Management, Llc CRD 319480 | Coppell, TX | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 32878 | Bar Point Management Limited Partnership CRD 329020 | Boston, MA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 32879 | Barak Fund Management Ltd CRD 282917 | Floreal | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32880 | Bard Investment Group, Llc CRD 339071 | Investment Adviser | — | 0 | 1 | 02/10/2026 | ☆ | ||
| 32881 | Bard Partners Llc CRD 310269 | Investment Adviser | — | 1 | 1 | 02/24/2026 | ☆ | ||
| 32882 | Bare Ventures Management Llc CRD 324976 | Bethesda, MD | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 32883 | Barentsen Advisory Services, Llc CRD 285676 | Walnut Creek, CA | Investment Adviser | — | 1 | 03/05/2026 | ☆ | ||
| 32884 | Baring Asset Management Limited CRD 299118 | London | Investment Adviser | — | 07/30/2026 | ☆ | |||
| 32885 | Baring International Fund Managers (Ireland) Limited CRD 300157 | Dublin | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32886 | Baring Private Equity Partners (India) Limited CRD 162157 | St Peter Port | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 32887 | Baring Ventures Capital Partners Group Limited CRD 162482 | St Peter Port | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32888 | Barings (U.K.) Limited CRD 158277 | London | Investment Adviser | — | 07/30/2026 | ☆ | |||
| 32889 | Barings Australia Pty Ltd CRD 169697 | Sydney | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 32890 | Barinovs, Grigorijs CRD 309072 | Investment Adviser | — | 04/16/2020 | ☆ | ||||
| 32891 | Barlock Capital Management Llc CRD 307466 | Park City, UT | Investment Adviser | — | 03/03/2021 | ☆ | |||
| 32892 | Barnes, Owen James CRD 169171 | New York, NY | Investment Adviser | — | 04/17/2015 | ☆ | |||
| 32893 | Baron Financial Advisors, Llc CRD 170484 | Insurance-Affiliated | — | 1 | 03/23/2026 | ☆ | |||
| 32894 | Barr Cpa Llc CRD 170878 | Ridgewood, NJ | Investment Adviser | — | 0 | 06/20/2024 | ☆ | ||
| 32895 | Barrel Rate Capital, L.L.C. CRD 324527 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 32896 | Barrel Strength Partners Llc CRD 334049 | Indianapolis, IN | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 32897 | Barrel Ventures Management, Llc CRD 330756 | Evanston, IL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 32898 | Barrett Fp Llc CRD 336268 | Investment Adviser | — | 0 | 1 | 04/02/2026 | ☆ | ||
| 32899 | Barry E. Reynolds Cpa Pc CRD 172368 | Investment Adviser | — | 1 | 03/19/2026 | ☆ | |||
| 32900 | Bartek Capital Llc CRD 307992 | Investment Adviser | — | 03/24/2026 | ☆ |