Investment advisers
44,715 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 |
|---|---|---|---|---|---|---|---|---|---|
| 37601 | Instinet, Llc CRD 7897 | New York, NY | Broker-Dealer (Dually Registered) | — | 0 | 87 | 06/23/2026 | ☆ | |
| 37602 | Institutional Accounts Ltd CRD 340294 | Denver, CO | Investment Adviser | — | 01/21/2026 | ☆ | |||
| 37603 | Institutional Investing Enhancement Llc CRD 324021 | Investment Adviser | — | 1 | 02/16/2026 | ☆ | |||
| 37604 | Institutional Shareholder Services Inc. CRD 111940 | Rockville, MD | Investment Adviser | — | 2,246 | 3,350 | 08/07/2026 | ☆ | |
| 37605 | Institutional Venture Management Xiv, Llc CRD 165005 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 37606 | Institutional Venture Management Xv, Llc CRD 236786 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 37607 | Institutional Venture Management Xvi, Llc CRD 290647 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 37608 | Institutional Venture Management Xvii, Llc CRD 310356 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 37609 | Institutional Venture Management Xviii, Llc CRD 324257 | Menlo Park, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 37610 | Institutional Venture Partners Uk Llp CRD 329558 | London, England | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 37611 | Insurtech Fund Management, Llc CRD 331491 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 37612 | Int3, Llc CRD 330664 | Investment Adviser | — | 02/02/2026 | ☆ | ||||
| 37613 | Integra Asset Management Limited CRD 314552 | Difc, Dubai | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 37614 | Integral Corporation CRD 288972 | Tokyo | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37615 | Integral Financial Counselors Llc CRD 305569 | Investment Adviser | — | 1 | 2 | 10/04/2025 | ☆ | ||
| 37616 | Integral Financial Llc CRD 120343 | Cupertino, CA | Insurance-Affiliated | — | 0 | 1 | 02/10/2026 | ☆ | |
| 37617 | Integral Private Wealth Advisors L.L.C. CRD 319284 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 37618 | Integrated Capital Management Llc CRD 298438 | Los Angeles, CA | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 37619 | Integrated Financial Planning Solutions, Llc CRD 153824 | Goshen, IN | Investment Adviser | — | 164 | 1 | 01/12/2026 | ☆ | |
| 37620 | Integrated Investment Asset Management, Llc CRD 313990 | Investment Adviser | — | 02/24/2026 | ☆ | ||||
| 37621 | Integrated Management Services Spv Llc CRD 310320 | Bloomfield Hills, MI | Investment Adviser | — | 04/14/2026 | ☆ | |||
| 37622 | Integritas Capital Management Llc CRD 277086 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 37623 | Integritas Wealth Management Llc CRD 310193 | Carbondale, IL | Investment Adviser | — | 0 | 2 | 02/04/2026 | ☆ | |
| 37624 | Integrity Advisers Llc CRD 310757 | Los Angeles, CA | Investment Adviser | — | 0 | 0 | 01/06/2026 | ☆ | |
| 37625 | Integrity Holdings Group Llc CRD 329841 | Bluffton, SC | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37626 | Integrity Venture Partners, L.L.C. CRD 297551 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37627 | Intelis Capital Llc CRD 305320 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 37628 | Intellectual Village, Llc CRD 328203 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 37629 | Intelligent Lending Advisers, Llc CRD 282368 | Boston, MA | Investment Adviser | — | 06/12/2026 | ☆ | |||
| 37630 | Intellivest Securities Research, Inc CRD 147288 | Broker-Dealer (Dually Registered) | — | 05/20/2008 | ☆ | ||||
| 37631 | Intellivest Securities, Inc. CRD 145022 | Broker-Dealer (Dually Registered) | — | 05/20/2008 | ☆ | ||||
| 37632 | Intent Advice, Inc. CRD 322060 | Yarmouth, ME | Investment Adviser | — | 1 | 03/31/2026 | ☆ | ||
| 37633 | Intentional Growth Advisors Llc CRD 335965 | Investment Adviser | — | 1 | 07/17/2026 | ☆ | |||
| 37634 | Inter Advisors Llc CRD 336420 | Miami, FL | Investment Adviser | — | 0 | 8 | 03/31/2026 | ☆ | |
| 37635 | Interactive Venture Partners Llc CRD 327825 | Greenwich, CT | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 37636 | Interblock Capital Management, Llc CRD 300432 | Naples, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 37637 | Intercept Venture Management, Llc CRD 283982 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 37638 | Intercontinental Capital Management, Llc CRD 157282 | Boston, MA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 37639 | Interest Financial, Llc CRD 300418 | Tampa, FL | Investment Adviser | — | 67,325 | 4 | 07/02/2026 | ☆ | |
| 37640 | Interlagos Capital, Llc CRD 334145 | El Segundo, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 37641 | Interlagos Ventures, Llc CRD 322121 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 37642 | Interlinc Financial Advisors, Inc. CRD 290740 | Plano, TX | Investment Adviser | — | 1 | 03/10/2026 | ☆ | ||
| 37643 | Interlink Capital, Llc CRD 328941 | San Juan, PR | Investment Adviser | — | 02/20/2026 | ☆ | |||
| 37644 | Interlock Partners Management, Llc CRD 300707 | Dallas, TX | Investment Adviser | — | 03/20/2024 | ☆ | |||
| 37645 | Interlude Capital Management, Llc CRD 335159 | New York, NY | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37646 | International Assets Advisory, Llc CRD 10645 | Orlando, FL | Insurance-Affiliated | — | 3 | 03/09/2026 | ☆ | ||
| 37647 | International Capital Management Corp CRD 108466 | Dallas, TX | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37648 | International Finance Corporation Ltd CRD 338601 | Denver, CO | Investment Adviser | — | 09/03/2025 | ☆ | |||
| 37649 | International Housing Solutions S.A.R.L CRD 162120 | Bryanston, Gauteng | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 37650 | International Standard Asset Management, Llc CRD 304240 | Investment Adviser | — | 06/18/2020 | ☆ |