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 |
|---|---|---|---|---|---|---|---|---|---|
| 37901 | Jmb Financial Managers, Inc. CRD 136344 | Santa Ana, CA | Insurance-Affiliated | — | 0 | 2 | 01/27/2026 | ☆ | |
| 37902 | Jmc Wealth Management, Inc. CRD 140984 | Chicago, IL | Investment Adviser | — | 0 | 2 | 03/13/2026 | ☆ | |
| 37903 | Jmh Financial Llc CRD 341165 | Investment Adviser | — | 1 | 05/22/2026 | ☆ | |||
| 37904 | Jne Partners Llp CRD 300860 | London | Investment Adviser | — | 06/18/2026 | ☆ | |||
| 37905 | Jnr Equity Fund I Manager Llc CRD 324939 | Waltham, MA | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 37906 | Jnr Equity Fund Ii Manager Llc CRD 336845 | Waltham, MA | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 37907 | John Andrew Gaines CRD 135700 | Laguna Niguel, CA | Insurance-Affiliated | — | 1 | 03/31/2026 | ☆ | ||
| 37908 | John S. Reale Jr. CRD 289366 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37909 | John Schooler Jones Llc CRD 129834 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 37910 | John Tumazos Advisory And Compensated Research, Llc CRD 157606 | Investment Adviser | — | 0 | 1 | 04/18/2026 | ☆ | ||
| 37911 | Johnson O'connor Wealth Management, Llc CRD 285759 | Wakefield, MA | Investment Adviser | — | 63 | 1 | 03/10/2026 | ☆ | |
| 37912 | Johnson, Nathaneo CRD 327775 | Investment Adviser | — | 07/21/2023 | ☆ | ||||
| 37913 | Join Beyond, Llc CRD 337915 | San Diego, CA | Investment Adviser | — | 05/04/2026 | ☆ | |||
| 37914 | Joint Growth Partners Gp, Llc CRD 340950 | Investment Adviser | — | 04/13/2026 | ☆ | ||||
| 37915 | Jolly Vc, Llc CRD 331498 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 37916 | Jolly, Robin K CRD 311891 | Investment Adviser | — | 1 | 03/05/2026 | ☆ | |||
| 37917 | Jon A Nixon Cpa Pc CRD 127550 | Investment Adviser | — | 1 | 03/30/2026 | ☆ | |||
| 37918 | Jon Luskin, Llc CRD 314744 | Investment Adviser | — | 58 | 1 | 03/10/2026 | ☆ | ||
| 37919 | Jonathan Richardson CRD 299733 | Investment Adviser | — | 0 | 02/03/2026 | ☆ | |||
| 37920 | Jones Street Investment Partners, Llc CRD 312542 | Boston, MA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 37921 | Joseph Grace Holdings, Inc. CRD 103580 | New York, NY | Broker-Dealer (Dually Registered) | — | 0 | 5 | 03/11/2026 | ☆ | |
| 37922 | Joseph P. Kirlin Iii CRD 123733 | Insurance-Affiliated | — | 1 | 08/25/2023 | ☆ | |||
| 37923 | Joshua Duvall Financial Planning & Accounting, Llc CRD 287940 | Investment Adviser | — | 0 | 1 | 02/20/2026 | ☆ | ||
| 37924 | Joule Ventures Llc CRD 307760 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 37925 | Journal Capital Management, Llc CRD 315133 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 37926 | Journey Investments, Llc CRD 146777 | Loveland, CO | Insurance-Affiliated | — | 95 | 3 | 04/02/2026 | ☆ | |
| 37927 | Journeyone Ventures, Llc CRD 314993 | Investment Adviser | — | 03/28/2025 | ☆ | ||||
| 37928 | Jovan, Ltd. CRD 121116 | Ashland, OH | Investment Adviser | — | 1 | 05/27/2026 | ☆ | ||
| 37929 | Joy Capital Management, Ltd. CRD 277061 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37930 | Joyful Ventures Management Company, Llc CRD 322659 | Investment Adviser | — | 06/04/2024 | ☆ | ||||
| 37931 | Joyner Financial Planning Llc CRD 332718 | Investment Adviser | — | 7 | 1 | 01/14/2026 | ☆ | ||
| 37932 | Jpb Partners, Llc CRD 159961 | Hanover, MD | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 37933 | Jpeg Fund I Gp, Llc CRD 319146 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 37934 | Jpl Management Services Llc CRD 291242 | Rye, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 37935 | Jpmorgan Asset Management (Europe) S.A R.L. CRD 304190 | Senningerberg | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 37936 | Jps Gse Jps Mgr Llc CRD 328240 | Granite Bay, CA | Investment Adviser | — | 05/03/2024 | ☆ | |||
| 37937 | Js Family Consulting Inc. CRD 330210 | Investment Adviser | — | 4 | 1 | 01/07/2026 | ☆ | ||
| 37938 | Jsb Capital Group Llc CRD 336253 | Baltimore, MD | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 37939 | Jsc Financial Services Corporation CRD 136557 | Vernon Hills, IL | Investment Adviser | — | 1 | 10/07/2025 | ☆ | ||
| 37940 | Jsd Capital, Llc CRD 316307 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 37941 | Jsi Manager Llc CRD 333996 | Timnath, CO | Investment Adviser | — | 01/15/2026 | ☆ | |||
| 37942 | Jsl Health Capital Management, Llc CRD 311005 | Investment Adviser | — | 05/06/2026 | ☆ | ||||
| 37943 | Jssi Aviation Capital Management, Llc CRD 339540 | Chicago, IL | Investment Adviser | — | 02/10/2026 | ☆ | |||
| 37944 | Jst Capital Advisors, Llc CRD 337205 | Hewlett, NY | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 37945 | Jstar Fund Managers, Llc CRD 336372 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 37946 | Jstar Horizon Gp Ii, Llc CRD 336291 | Investment Adviser | — | 01/20/2026 | ☆ | ||||
| 37947 | Jsvk Management, Llc CRD 340178 | San Francisco, CA | Investment Adviser | — | 01/14/2026 | ☆ | |||
| 37948 | Jtc Gas Uk Llp CRD 341207 | London | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 37949 | Jtm Equity Partners, Llc CRD 341181 | Brooklyn, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 37950 | Jtnc Wealth Advisors Llc CRD 328280 | Investment Adviser | — | 0 | 1 | 03/26/2025 | ☆ |