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 |
|---|---|---|---|---|---|---|---|---|---|
| 34451 | Core Financial Planning, Llc CRD 149293 | Bloomfield Hills, MI | Investment Adviser | — | 26 | 1 | 03/30/2026 | ☆ | |
| 34452 | Core Investment Advisors Llc CRD 287852 | Columbus, OH | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 34453 | Core Venture Capital, Llc CRD 163335 | West Hollywood, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34454 | Corecode Management, Llc CRD 340351 | Houston, TX | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 34455 | Coreline Management Llc CRD 334542 | Redwood City, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34456 | Corestrat Management, Llc CRD 323345 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 34457 | Coreview Capital Management Limited CRD 311966 | Hong Kong | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 34458 | Corey Robert Selhorst CRD 299822 | Investment Adviser | — | 0 | 1 | 01/02/2026 | ☆ | ||
| 34459 | Corinth Capital Partners, Llc CRD 299331 | Investment Adviser | — | 01/26/2026 | ☆ | ||||
| 34460 | Corinthia Uk Management Limited CRD 335155 | London | Investment Adviser | — | 05/18/2026 | ☆ | |||
| 34461 | Corley, William, Thomas CRD 159719 | Folsom, CA | Insurance-Affiliated | — | 1 | 03/18/2026 | ☆ | ||
| 34462 | Cornell Capital Group, Llc CRD 289558 | Sulphur, OK | Investment Adviser | — | 1 | 07/08/2026 | ☆ | ||
| 34463 | Cornell Capital Holdings Llc CRD 319451 | Olean, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34464 | Corner Fund, Llc CRD 324676 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 34465 | Corner Market Capital Us, Inc. CRD 169168 | Vancouver | Investment Adviser | — | 03/05/2025 | ☆ | |||
| 34466 | Cornerstone Capital Management, Inc. CRD 162746 | Troy, MI | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 34467 | Cornerstone Family Office, Llc CRD 120053 | Mayfield Heights, OH | Multi-Family Office | — | 39 | 11 | 04/30/2026 | ☆ | |
| 34468 | Cornerstone Financial Planning, Inc. CRD 121413 | Investment Adviser | — | 08/24/2011 | ☆ | ||||
| 34469 | Cornerstone Group Ventures, Llc CRD 334111 | Beverly Hills, CA | Investment Adviser | — | 09/05/2025 | ☆ | |||
| 34470 | Cornet Capital Llc CRD 161425 | Investment Adviser | — | 13 | 1 | 05/13/2026 | ☆ | ||
| 34471 | Coroebus Wealth Management, Llc CRD 168418 | Investment Adviser | — | 1 | 12/10/2023 | ☆ | |||
| 34472 | Coromandel Capital Llc CRD 332656 | Pasadena, CA | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 34473 | Coronet Investments Pty Ltd CRD 334011 | Sydney, New South Wales | Investment Adviser | — | 08/24/2026 | ☆ | |||
| 34474 | Corporate & Institutional Services, Llc CRD 322177 | Investment Adviser | — | 1 | 01/27/2026 | ☆ | |||
| 34475 | Corporate Financial Management, Llc CRD 321100 | Carmel By The Sea, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34476 | Corporate Partners Ii Management Llc CRD 161671 | New York, NY | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 34477 | Corporate Support Research Institute Co., Ltd. CRD 335693 | Tokyo | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34478 | Corps Capital Energy Advisors Llc CRD 333481 | Denver, CO | Investment Adviser | — | 01/13/2026 | ☆ | |||
| 34479 | Corpus Management Company X, Llc CRD 336320 | Trianon | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34480 | Correlation Management, Llc CRD 161940 | San Diego, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34481 | Corriente Advisors, Llc CRD 127639 | Fort Worth, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34482 | Corson, Neal Bowker CRD 282459 | Investment Adviser | — | 1 | 05/19/2026 | ☆ | |||
| 34483 | Cortado Ventures Management, Llc CRD 318228 | Oklahoma City, OK | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34484 | Corten Advisors Uk Llp CRD 305335 | London | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34485 | Cortez Wealth Advisors Llc CRD 285131 | Oldsmar, FL | Investment Adviser | — | 1 | 03/27/2026 | ☆ | ||
| 34486 | Cortical Ventures Management, Llc CRD 316775 | Investment Adviser | — | 03/28/2026 | ☆ | ||||
| 34487 | Corto Capital Advisors Llc CRD 328323 | Investment Adviser | — | 3 | 1 | 05/13/2026 | ☆ | ||
| 34488 | Corton Capital Llc CRD 321889 | São Paulo | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 34489 | Corum Asset Management Sas CRD 282845 | Paris | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34490 | Corundum Partners, Inc. CRD 282191 | Colorado Springs, CO | Investment Adviser | — | 07/15/2026 | ☆ | |||
| 34491 | Cosimo Venture Partners L.P. CRD 297914 | Boston, MA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 34492 | Cosmic Management, Llc CRD 308528 | West Hollywood, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34493 | Cosmic Venture Partners Llc CRD 327429 | Investment Adviser | — | 04/10/2025 | ☆ | ||||
| 34494 | Cosmos Management Llc CRD 340741 | Austin, TX | Investment Adviser | — | 02/22/2026 | ☆ | |||
| 34495 | Costa, Andre Luiz Ferreira Da CRD 289590 | Goiani, Goias | Insurance-Affiliated | — | 2 | 01/17/2026 | ☆ | ||
| 34496 | Costanoa Venture Capital Management, Llc CRD 164808 | Palo Alto, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 34497 | Coston And Mcisaac Investment Advisers, Llc CRD 109730 | Bar Harbor, ME | Investment Adviser | — | 3 | 01/14/2026 | ☆ | ||
| 34498 | Cotton Creek Capital Management, Llc CRD 288915 | Dallas, TX | Investment Adviser | — | 07/29/2026 | ☆ | |||
| 34499 | Cottonwood Capital Group, Llc CRD 327911 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34500 | Cottonwood Capital Partners Iii, Llc CRD 319739 | Santa Fe, NM | Investment Adviser | — | 04/09/2026 | ☆ |