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 |
|---|---|---|---|---|---|---|---|---|---|
| 34801 | Datadriven Advisor, Llc CRD 302009 | Investment Adviser | — | 2 | 1 | 06/23/2026 | ☆ | ||
| 34802 | Datalign Advisory, Inc. CRD 317004 | Cambridge, MA | Investment Adviser | — | 21 | 06/02/2026 | ☆ | ||
| 34803 | Datapoint Financial Planning, Llc CRD 316445 | Investment Adviser | — | 1 | 08/03/2026 | ☆ | |||
| 34804 | Datapower Ventures Advisors Llc CRD 334379 | New York, NY | Investment Adviser | — | 07/01/2026 | ☆ | |||
| 34805 | Datatribe Foundry, Llc CRD 315206 | Fulton, MD | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34806 | Datatribe Opportunities Management, Llc CRD 316737 | Jackson, WY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34807 | David A. Royal & Associates, Inc. CRD 135663 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 34808 | David Adam Sterman CRD 292553 | Investment Adviser | — | 1 | 05/21/2026 | ☆ | |||
| 34809 | David Capital Partners, Llc CRD 291910 | Chicago, IL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34810 | David Group Capital Management Ltd. CRD 342927 | Herzliya | Investment Adviser | — | 07/03/2026 | ☆ | |||
| 34811 | David Hajdasz CRD 111791 | Investment Adviser | — | 5 | 1 | 01/02/2026 | ☆ | ||
| 34812 | David Kubicek, L.L.C, CRD 123977 | Farmington Hills, MI | Investment Adviser | — | 0 | 1 | 03/25/2026 | ☆ | |
| 34813 | David N. Hainsworth, C.P.A., P.C. CRD 281182 | Fairfax, VA | Investment Adviser | — | 62 | 1 | 08/21/2026 | ☆ | |
| 34814 | David S Peartree Dba Peartree Advisory CRD 335723 | Rochester, NY | Investment Adviser | — | 0 | 1 | 03/04/2026 | ☆ | |
| 34815 | David's Planning Services, Llc CRD 173609 | Investment Adviser | — | 1 | 01/20/2026 | ☆ | |||
| 34816 | David, Alan Russell CRD 155700 | San Jose, CA | Investment Adviser | — | 1 | 01/07/2026 | ☆ | ||
| 34817 | Davide Leone And Partners Investment Company Ltd CRD 301102 | London, England | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 34818 | Davie Kaplan Wealth Care Advisors, Llc CRD 140436 | Rochester, NY | Insurance-Affiliated | — | 16 | 03/31/2026 | ☆ | ||
| 34819 | Davis Wealth Management, Llc CRD 121053 | Richfield, OH | Investment Adviser | — | 1 | 04/13/2026 | ☆ | ||
| 34820 | Dawkins Advisory Group, Llc CRD 333233 | Investment Adviser | — | 4 | 02/23/2026 | ☆ | |||
| 34821 | Dawn Capital Llp CRD 301880 | London | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 34822 | Dawn Strachan CRD 132010 | Torrance, CA | Investment Adviser | — | 1 | 05/28/2025 | ☆ | ||
| 34823 | Dawnbox Management, Llc CRD 333319 | Medford, MA | Investment Adviser | — | 03/28/2025 | ☆ | |||
| 34824 | Dawson James Asset Management, Inc. CRD 135259 | Boca Raton, FL | Investment Adviser | — | 0 | 7 | 03/02/2026 | ☆ | |
| 34825 | Day One Ventures Management Llc CRD 290294 | Investment Adviser | — | 03/19/2026 | ☆ | ||||
| 34826 | Daybreak Ventures Management, Llc CRD 321181 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 34827 | Daydream Ventures Management Company Llc CRD 331651 | San Jose, CA | Investment Adviser | — | 05/12/2025 | ☆ | |||
| 34828 | Daylight Capital, Llc CRD 316211 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 34829 | Dayone Capital Fund I Gp Ltd CRD 319610 | Grand Cayman | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34830 | Dayone Capital Investment Limited CRD 319612 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34831 | Dayone Capital Management Limited CRD 319613 | Grand Cayman | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 34832 | Dayton Craft Manager, Llc CRD 341800 | Santa Monica, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 34833 | Dba Asset Management, Llc CRD 328018 | New York, NY | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 34834 | Dbafc, L.L.C. CRD 310088 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 34835 | Dbay Advisors Limited CRD 172833 | Douglas | Investment Adviser | — | 04/22/2026 | ☆ | |||
| 34836 | Dbf Gp, Llc CRD 339282 | Investment Adviser | — | 01/21/2026 | ☆ | ||||
| 34837 | Dbia, Llc. CRD 125659 | Investment Adviser | — | 2 | 04/12/2023 | ☆ | |||
| 34838 | Dbl Investors, Llc CRD 144878 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34839 | Dbl Management Llc CRD 174991 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 34840 | Dc (India) Advisors Llp CRD 309191 | Pune | Investment Adviser | — | 07/03/2026 | ☆ | |||
| 34841 | Dca Advisory, Llc CRD 316832 | Investment Adviser | — | 1 | 1 | 03/30/2026 | ☆ | ||
| 34842 | Dca Management Company, Inc. CRD 165633 | Roseville, CA | Investment Adviser | — | 05/08/2023 | ☆ | |||
| 34843 | Dchained Capital, Llc CRD 315308 | Investment Adviser | — | 04/07/2025 | ☆ | ||||
| 34844 | Dci Fund Gp Llc CRD 340353 | Palo Alto, CA | Investment Adviser | — | 04/15/2026 | ☆ | |||
| 34845 | Dcm Management, L.P. CRD 160285 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34846 | Dcmb Llc CRD 305567 | Stamford, CT | Investment Adviser | — | 05/30/2023 | ☆ | |||
| 34847 | Dcode Capital Management Llc CRD 329590 | Washington, DC | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 34848 | Dcp Management, Ltd. CRD 292773 | Camana Bay, Grand Cayman | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 34849 | Dcvc Bio Management Co, Llc CRD 297640 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 34850 | Dcvc Management Co, Llc CRD 167441 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ |