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 |
|---|---|---|---|---|---|---|---|---|---|
| 34251 | Clsa Americas, Llc CRD 165533 | New York, NY | Broker-Dealer (Dually Registered) | — | 123 | 61 | 06/08/2026 | ☆ | |
| 34252 | Cluain Eraird Equity Investors, Llc CRD 136234 | Portola Valley, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34253 | Clyr Capital Management, Lp CRD 315507 | Investment Adviser | — | 01/26/2022 | ☆ | ||||
| 34254 | Cm Management, Llc CRD 162198 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 34255 | Cm Venture Llc CRD 314024 | Shanghai | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 34256 | Cmc Advisors, Inc. CRD 123811 | Boca Raton, FL | Investment Adviser | — | 271 | 4 | 02/03/2026 | ☆ | |
| 34257 | Cmc Capital Advisors (Cayman), Ltd. CRD 342267 | George Town, Grand Cayman | Investment Adviser | — | 05/06/2026 | ☆ | |||
| 34258 | Cme Financial Services, Llc CRD 289001 | Columbus, OH | Investment Adviser | — | 1 | 06/23/2026 | ☆ | ||
| 34259 | Cmf Advisory Llc CRD 300173 | Burlingame, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34260 | Cmp Capital Management Partners Gmbh CRD 162773 | Berlin | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 34261 | Cmrf Advisors Oy CRD 322846 | Helsinki, Helsinki | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34262 | Cmt Portfolio Advisors Llc CRD 170952 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 34263 | Cniv Financial Planning Llc CRD 325825 | Investment Adviser | — | 1 | 01/06/2026 | ☆ | |||
| 34264 | Cnl Educational Institute, Llc CRD 175137 | Orlando, FL | Investment Adviser | — | 5 | 03/24/2026 | ☆ | ||
| 34265 | Cnm Ingenuity, Inc. CRD 302061 | Albuquerque, NM | Investment Adviser | — | 01/09/2026 | ☆ | |||
| 34266 | Cnry Management Company Ltda. CRD 288067 | Sao Paulo | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 34267 | Co=Creation Management I, Llc CRD 282239 | Sunnyvale, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34268 | Coachwork Partners, Inc. CRD 285931 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34269 | Coadjutant Financial Planning Services CRD 329340 | Cherry Hill, NJ | Insurance-Affiliated | — | 12 | 1 | 07/30/2025 | ☆ | |
| 34270 | Coalition Advisors, Llc CRD 329914 | Investment Adviser | — | 03/17/2026 | ☆ | ||||
| 34271 | Coalition Operators, Llc CRD 319229 | Investment Adviser | — | 02/13/2026 | ☆ | ||||
| 34272 | Coastal Redwood Spirits Inc. CRD 307838 | Investment Adviser | — | 1 | 06/09/2026 | ☆ | |||
| 34273 | Coats Financial Planning, Inc. CRD 122135 | Louisville, KY | Investment Adviser | — | 144 | 5 | 06/23/2026 | ☆ | |
| 34274 | Cobalt Investment Management Llc CRD 300974 | Santa Monica, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34275 | Cobblefield Llc CRD 324786 | Investment Adviser | — | 03/19/2026 | ☆ | ||||
| 34276 | Cobblers Cove Capital Lp CRD 342999 | Charleston, SC | Investment Adviser | — | 2 | 07/01/2026 | ☆ | ||
| 34277 | Cobro Ventures Management, Llc CRD 309434 | Mclean, VA | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 34278 | Cocozza Financial Planning, Ltd. CRD 117316 | Investment Adviser | — | 25 | 1 | 03/30/2026 | ☆ | ||
| 34279 | Coda Capital Advisors, Llc CRD 330642 | Philadelphia, PA | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 34280 | Codon Innovation, Llc CRD 327569 | Investment Adviser | — | 05/05/2026 | ☆ | ||||
| 34281 | Coefficient Capital, Llc CRD 299097 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34282 | Coelius Management, Llc CRD 317422 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 34283 | Coffeehouse Management, Llc CRD 320627 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 34284 | Cofound Ventures Management, Llc CRD 315294 | Englewood, CO | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34285 | Cofounders Venture Management, Llc CRD 322338 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 34286 | Cofunder Advisors, Llc CRD 172941 | Investment Adviser | — | 1 | 07/30/2015 | ☆ | |||
| 34287 | Cogitas Capital Management Llc CRD 336021 | Larkspur, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 34288 | Cogito General Partner CRD 307931 | Luxembourg, Luxembourg | Investment Adviser | — | 04/20/2026 | ☆ | |||
| 34289 | Cognate Partners Fund Management Llc CRD 319260 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 34290 | Cognis Capital Llp CRD 162760 | London | Investment Adviser | — | 01/19/2026 | ☆ | |||
| 34291 | Cognition Capital, Llc CRD 341792 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34292 | Cohen Circle Fintech Ventures Management, Llc CRD 325669 | New York, NY | Investment Adviser | — | 03/07/2023 | ☆ | |||
| 34293 | Cohen, Matthew James CRD 284073 | Investment Adviser | — | 1 | 03/31/2026 | ☆ | |||
| 34294 | Cohesion Asset Management Limited CRD 343894 | Al Maryah Island, Abu Dhabi | Investment Adviser | — | 08/24/2026 | ☆ | |||
| 34295 | Cohnreznick Wealth Management Llc CRD 121519 | Parsippany, NJ | Insurance-Affiliated | — | 0 | 1 | 08/06/2026 | ☆ | |
| 34296 | Coin Capital, Llc CRD 289961 | Scottsdale, AZ | Investment Adviser | — | 03/20/2024 | ☆ | |||
| 34297 | Coinexa Ltd CRD 342953 | Denver, CO | Investment Adviser | — | 05/25/2026 | ☆ | |||
| 34298 | Coinlink Ltd CRD 341076 | Denver, CO | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 34299 | Coinmy Technology Ltd CRD 341069 | Denver, CO | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 34300 | Coinsolation Advisors Llc CRD 337366 | Katy, TX | Investment Adviser | — | 03/30/2026 | ☆ |