Investment advisers
44,685 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 |
|---|---|---|---|---|---|---|---|---|---|
| 34201 | Clearstone Venture Management Services, L.L.C CRD 160259 | Santa Monica, CA | Investment Adviser | — | 03/14/2026 | ☆ | |||
| 34202 | Clearstream Planning, Llc CRD 325102 | Insurance-Affiliated | — | 1 | 01/22/2025 | ☆ | |||
| 34203 | Clearup Llc CRD 319052 | Investment Adviser | — | 1 | 03/30/2024 | ☆ | |||
| 34204 | Clearview Portfolio Consulting Llc CRD 304473 | Investment Adviser | — | 0 | 1 | 03/06/2026 | ☆ | ||
| 34205 | Clearvision Ventures Management, Llc CRD 290751 | Menlo Park, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 34206 | Clearvue Partners Management Limited CRD 168350 | Shanghai | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34207 | Clemente Investment Services Llc CRD 123141 | Kingston, PA | Investment Adviser | — | 2 | 08/20/2025 | ☆ | ||
| 34208 | Clementine Management Llc CRD 323189 | Wilson, WY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34209 | Clemons Financial Education Company CRD 341285 | Investment Adviser | — | 0 | 1 | 08/07/2026 | ☆ | ||
| 34210 | Cleo Capital Management Company, Llc CRD 313128 | Investment Adviser | — | 06/17/2026 | ☆ | ||||
| 34211 | Clepsydra Investments Llc CRD 277171 | Investment Adviser | — | 03/09/2016 | ☆ | ||||
| 34212 | Clera, Inc CRD 338073 | Bakersfield, CA | Investment Adviser | — | 2 | 2 | 05/23/2026 | ☆ | |
| 34213 | Clerisy Global Capital Management, Lp CRD 310677 | Investment Adviser | — | 05/06/2026 | ☆ | ||||
| 34214 | Clessidra Private Equity Sgr Spa CRD 163492 | Milan | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34215 | Cleveland Avenue Advisers, Llc CRD 318250 | Chicago, IL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34216 | Cleveland Digital Limited CRD 325124 | Road Town, Tortola | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 34217 | Cleveland Research Company Llc CRD 142230 | Cleveland, OH | Broker-Dealer (Dually Registered) | — | 22 | 123 | 03/31/2026 | ☆ | |
| 34218 | Client First Finance Llc CRD 135642 | Investment Adviser | — | 45 | 1 | 03/17/2026 | ☆ | ||
| 34219 | Client Centered Cross Border Financial Planning Ltd. CRD 140373 | Khlong Tan, Khlong Toei, Bangkok | Investment Adviser | — | 44 | 3 | 03/21/2026 | ☆ | |
| 34220 | Clifford Capital Markets Pte. Ltd. CRD 339337 | Singapore | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 34221 | Clifford Joseph Leiker, Dba, Cjl Quantum Analytics CRD 330215 | Investment Adviser | — | 1 | 03/09/2026 | ☆ | |||
| 34222 | Clifton First Llc CRD 333072 | Palm Beach, FL | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34223 | Clifton Management Pte. Ltd. CRD 332889 | Singapore | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 34224 | Cliintel Capital Management Group, Llc CRD 286621 | Denver, CO | Investment Adviser | — | 06/12/2020 | ☆ | |||
| 34225 | Climactic Management, Llc CRD 322367 | Mill Valley, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34226 | Climate Asset Management Ltd CRD 325030 | London | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 34227 | Climate Avengers Management, Llc CRD 320956 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 34228 | Climate Fund Managers B.V. CRD 329507 | The Hague | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 34229 | Clime Capital Management Pte. Ltd. CRD 330308 | Singapore | Investment Adviser | — | 09/24/2025 | ☆ | |||
| 34230 | Climeco Environmental Capital Management Llc CRD 175407 | Boyertown, PA | Investment Adviser | — | 05/15/2018 | ☆ | |||
| 34231 | Clinton Matthew Cooper CRD 337475 | Cooper City, FL | Insurance-Affiliated | — | 0 | 1 | 10/23/2025 | ☆ | |
| 34232 | Clipway Limited CRD 327704 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34233 | Clockwork Capital, Llc CRD 329271 | Charlottesville, VA | Investment Adviser | — | 3 | 04/22/2026 | ☆ | ||
| 34234 | Clockwork Management Llc CRD 334276 | Miami, FL | Investment Adviser | — | 03/04/2025 | ☆ | |||
| 34235 | Closed End Trading Llc CRD 335394 | Bluffton, SC | Investment Adviser | — | 07/31/2026 | ☆ | |||
| 34236 | Cloud Apps Management, Llc CRD 172001 | Menlo Park, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 34237 | Cloud Health Euroventures, Llc CRD 327250 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34238 | Cloud, Minturn & Associates, Llc CRD 135573 | Torrance, CA | Investment Adviser | — | 2 | 03/13/2026 | ☆ | ||
| 34239 | Cloudalpha Capital Management Limited CRD 315918 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34240 | Cloudform Strategies Management, Llc CRD 338304 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 34241 | Cloudland Capital Management, L.P. CRD 323466 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 34242 | Cloudquant Capital Management, Llc CRD 298220 | Austin, TX | Investment Adviser | — | 02/09/2021 | ☆ | |||
| 34243 | Cloudstone Capital Management, Llc CRD 288322 | Redwood City, CA | Investment Adviser | — | 04/21/2017 | ☆ | |||
| 34244 | Cloudveil Advisory Llc CRD 341006 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34245 | Clover Asset Management, Llc CRD 166028 | Overland Park, KS | Investment Adviser | — | 04/01/2024 | ☆ | |||
| 34246 | Clover Capital Advisors Llc CRD 340395 | Redwood City, CA | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 34247 | Clover Financial & Insurance Services, Inc. CRD 136969 | Upland, CA | Insurance-Affiliated | — | 1 | 03/05/2026 | ☆ | ||
| 34248 | Clovis Point Capital, Llc CRD 249788 | Houston, TX | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34249 | Clovis Wealth Partners, Llc CRD 316944 | Investment Adviser | — | 1 | 01/29/2026 | ☆ | |||
| 34250 | Cloyden Capital Management, Llc CRD 322329 | Investment Adviser | — | 03/21/2025 | ☆ |