Investment advisers
44,703 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 |
|---|---|---|---|---|---|---|---|---|---|
| 35951 | First Growth Investment Manager Lp CRD 173662 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 35952 | First Harmonic Group Llc CRD 334062 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35953 | First Needham Investments, Inc. CRD 129192 | Investment Adviser | — | 1 | 08/01/2023 | ☆ | |||
| 35954 | First Pitch Financial Planning And Tax Llc CRD 309028 | Investment Adviser | — | 1 | 06/16/2021 | ☆ | |||
| 35955 | First Principles Global Capital, Llc CRD 343823 | Investment Adviser | — | 08/11/2026 | ☆ | ||||
| 35956 | First Principles Investment Manager Llc CRD 317116 | Basking Ridge, NJ | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 35957 | First Row Partners Llc CRD 313174 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 35958 | First Security Financial Wealth Manager, Inc. CRD 286470 | Metairie, LA | Investment Adviser | — | 1 | 08/20/2026 | ☆ | ||
| 35959 | First Shore Private Wealth Llc CRD 328768 | Insurance-Affiliated | — | 0 | 1 | 06/10/2026 | ☆ | ||
| 35960 | First Spark Ventures, Llc CRD 318886 | Menlo Park, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 35961 | First Star Ventures Llc CRD 288548 | Cambridge, MA | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 35962 | First Step Financial Llc CRD 338541 | Investment Adviser | — | 0 | 1 | 02/27/2026 | ☆ | ||
| 35963 | Firstlook Partners Management, Llc CRD 329551 | Investment Adviser | — | 03/29/2026 | ☆ | ||||
| 35964 | Firstmark Capital, Llc CRD 162883 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35965 | Firstmile Ventures, Llc CRD 311699 | Colorado Springs, CO | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 35966 | Firstminute Capital Llp CRD 305960 | London | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 35967 | Firstrust Financial Resources, Llc CRD 131620 | Conshohocken, PA | Insurance-Affiliated | — | 5 | 08/20/2026 | ☆ | ||
| 35968 | Firstwave Capital Management, Llc CRD 338910 | Miami, FL | Investment Adviser | — | 01/08/2026 | ☆ | |||
| 35969 | Firva Capital Management Llc CRD 147143 | Tampa, FL | Investment Adviser | — | 72 | 7 | 04/01/2026 | ☆ | |
| 35970 | Fiscal Fitness, Llc CRD 140148 | Verona, WI | Investment Adviser | — | 85 | 1 | 02/20/2026 | ☆ | |
| 35971 | Fisher Investment Management, P.A. CRD 139088 | Investment Adviser | — | 1 | 03/21/2017 | ☆ | |||
| 35972 | Fisher Wo Advisors Llc CRD 317577 | Investment Adviser | — | 0 | 1 | 01/28/2026 | ☆ | ||
| 35973 | Fisher, Laura, Leigh CRD 151921 | Investment Adviser | — | 1 | 05/22/2026 | ☆ | |||
| 35974 | Fisher, Thomas Adam CRD 138411 | Investment Adviser | — | 50 | 1 | 02/16/2026 | ☆ | ||
| 35975 | Fisherman Capital Management, Llc CRD 140037 | Dallas, TX | Investment Adviser | — | 03/14/2018 | ☆ | |||
| 35976 | Fitts Insurance Agency, Inc CRD 311349 | Southborough, MA | Investment Adviser | — | 3 | 08/14/2026 | ☆ | ||
| 35977 | Fitz Roy Capital, Llc CRD 307884 | Lincoln, NE | Investment Adviser | — | 08/19/2026 | ☆ | |||
| 35978 | Fitzrandolph Gateway Management, Llc CRD 285267 | Houston, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35979 | Fitzwalter Capital Limited CRD 311745 | London | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 35980 | Five Arrows Managers Llp CRD 169915 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35981 | Five Lakes Advisory Llc CRD 339766 | Investment Adviser | — | 0 | 1 | 03/17/2026 | ☆ | ||
| 35982 | Five Stones Capital Management Llc CRD 342608 | Rochester, NY | Investment Adviser | — | 07/22/2026 | ☆ | |||
| 35983 | Five Talents Wealth Management CRD 154142 | Insurance-Affiliated | — | 1 | 02/24/2026 | ☆ | |||
| 35984 | Fj Labs Management Lp CRD 312920 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35985 | Fjm Management, Llc CRD 284179 | Petaluma, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35986 | Fjor Founders, L.L.C. CRD 327816 | Los Angeles, CA | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 35987 | Fl Group, Inc. CRD 334399 | Insurance-Affiliated | — | 2 | 01/21/2026 | ☆ | |||
| 35988 | Flagship Pioneering, Llc CRD 161864 | Cambridge, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35989 | Flair Ventures, Inc. CRD 324230 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 35990 | Flank Fund Manager, Llc CRD 305114 | Palm Beach, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 35991 | Flare Capital Management Company, Llc CRD 161805 | Boston, MA | Investment Adviser | — | 05/14/2026 | ☆ | |||
| 35992 | Flat Creek Capital Management, Lp CRD 282987 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35993 | Flatiron Fund Management Lp CRD 331871 | West Palm Beach, FL | Investment Adviser | — | 08/13/2026 | ☆ | |||
| 35994 | Flatiron Venture Partners Llc CRD 316696 | Cherry Hills Village, CO | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 35995 | Flatrock Energy Advisors, Llc CRD 161237 | San Antonio, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 35996 | Fleck Jurenka Wealth Management Llc CRD 336807 | Issaquah, WA | Investment Adviser | — | 2 | 05/18/2026 | ☆ | ||
| 35997 | Flee Fiat Management, Llc CRD 327939 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 35998 | Fleishel Financial Associates, Inc. CRD 117768 | Deland, FL | Investment Adviser | — | 8 | 05/07/2026 | ☆ | ||
| 35999 | Fletcher Sparrow Capital Management, Llc CRD 316231 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 36000 | Flex Capital Management, L.L.C. CRD 299843 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ |