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 |
|---|---|---|---|---|---|---|---|---|---|
| 38501 | Leroy Advisers, Llc CRD 324309 | Dallas, TX | Investment Adviser | — | 03/14/2023 | ☆ | |||
| 38502 | Les Bordes Gp, Limited CRD 317108 | St Helier, Jersey | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38503 | Lettin Wealth Management Group, Inc. CRD 149116 | Lake Oswego, OR | Investment Adviser | — | 3 | 01/20/2026 | ☆ | ||
| 38504 | Leumas Advisors, Llc CRD 121577 | Investment Adviser | — | 1 | 05/05/2017 | ☆ | |||
| 38505 | Level Iii Capital Llc CRD 315900 | Dallas, TX | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38506 | Level One Global Fund I Gp, Llc CRD 306749 | Miami, FL | Investment Adviser | — | 12/18/2020 | ☆ | |||
| 38507 | Levelized Capital Management Llc CRD 329588 | Santa Barbara, CA | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 38508 | Lever Vc Fund Ii Technical Advisors Llc CRD 324666 | Investment Adviser | — | 06/02/2026 | ☆ | ||||
| 38509 | Leviathan Ventures Management, Llc CRD 343401 | Austin, TX | Investment Adviser | — | 07/17/2026 | ☆ | |||
| 38510 | Levin & Levy, Llp CRD 138254 | Northbrook, IL | Investment Adviser | — | 07/05/2006 | ☆ | |||
| 38511 | Levin Financial Planning CRD 133236 | Investment Adviser | — | 10 | 1 | 03/31/2026 | ☆ | ||
| 38512 | Levine, David Alan CRD 167584 | Investment Adviser | — | 1 | 01/26/2026 | ☆ | |||
| 38513 | Lewis Johnson CRD 114264 | Investment Adviser | — | 1 | 02/18/2026 | ☆ | |||
| 38514 | Lewis, Jerome CRD 147430 | Insurance-Affiliated | — | 1 | 04/22/2023 | ☆ | |||
| 38515 | Lex Capital Management Inc. CRD 166816 | Regina | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 38516 | Lex Ferenda Litigation Funding Llc CRD 327188 | Rye Brook, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38517 | Lex Hills Capital, Llc CRD 308392 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 38518 | Lexi Ventures Llc CRD 338060 | San Francisco, CA | Investment Adviser | — | 02/13/2026 | ☆ | |||
| 38519 | Lfe Capital, Llc CRD 160288 | Naples, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 38520 | Lfg Capital Management Llc CRD 339928 | Dallas, TX | Investment Adviser | — | 04/27/2026 | ☆ | |||
| 38521 | Lfg+Zest Sa CRD 329059 | Lugano | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 38522 | Lfgh Manco, Llc CRD 343527 | Austin, TX | Investment Adviser | — | 07/14/2026 | ☆ | |||
| 38523 | Lg Financial Services, Llc CRD 325340 | Bellingham, WA | Investment Adviser | — | 2 | 03/31/2026 | ☆ | ||
| 38524 | Lg3 Capital Management, Llc CRD 304471 | Austin, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38525 | Lgfm, Llc CRD 301031 | West Hollywood, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38526 | Lgt Capital Partners (Asia Pacific) Ltd. CRD 175492 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 38527 | Lgt Capital Partners (Ireland) Limited CRD 162361 | Dublin | Investment Adviser | — | 04/28/2026 | ☆ | |||
| 38528 | Lgt Capital Partners Ltd CRD 162360 | Pfaeffikon | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 38529 | Lgt Ils Partners Ltd CRD 175363 | Pfaeffikon | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38530 | Lgt Private Debt (France) S.A.S. CRD 336208 | Paris | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 38531 | Lgvp Management, Llc CRD 319586 | New York, NY | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 38532 | Lhg Advisory, Llc CRD 326848 | St Petersburg, FL | Investment Adviser | — | 0 | 1 | 06/05/2026 | ☆ | |
| 38533 | Liang Capital Management, Llc CRD 334844 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 38534 | Libertus Capital S.A.R.L. CRD 312189 | Luxembourg | Investment Adviser | — | 02/16/2026 | ☆ | |||
| 38535 | Liberty Financial Planning, Inc. CRD 115024 | Investment Adviser | — | 64 | 1 | 03/31/2026 | ☆ | ||
| 38536 | Liberty Partners Wealth Management Inc. CRD 344073 | New York, NY | Investment Adviser | — | 08/11/2026 | ☆ | |||
| 38537 | Liberty Ventures Investment, Llc CRD 335399 | Investment Adviser | — | 02/26/2026 | ☆ | ||||
| 38538 | Libretto, Llc CRD 292052 | Los Angeles, CA | Investment Adviser | — | 6 | 03/27/2026 | ☆ | ||
| 38539 | Lichen Ventures, Llc CRD 337768 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 38540 | Liebman Group Advisors, Llc CRD 300571 | Aliso Viejo, CA | Investment Adviser | — | 05/13/2023 | ☆ | |||
| 38541 | Lieef Llc CRD 329709 | Irvine, CA | Investment Adviser | — | 07/07/2026 | ☆ | |||
| 38542 | Lif General Partner Limited CRD 281126 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 38543 | Life Investors Management Company, Lp CRD 306905 | Southlake, TX | Investment Adviser | — | 01/09/2026 | ☆ | |||
| 38544 | Life Line Family Heritage Fund Management, Llc CRD 314550 | Beverly Hills, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 38545 | Life X Ventures Management, Llc CRD 322699 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 38546 | Lifecare Funding Solutions, Llc CRD 268805 | Investment Adviser | — | 1 | 02/17/2026 | ☆ | |||
| 38547 | Lifecare Retirement Solutions Inc. CRD 291165 | Insurance-Affiliated | — | 2 | 08/24/2026 | ☆ | |||
| 38548 | Lifeforce Capital Management, Llc CRD 282550 | Chevy Chase, MD | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 38549 | Lifeguard Advisors Llc CRD 311047 | Mentor, OH | Investment Adviser | — | 1 | 02/05/2026 | ☆ | ||
| 38550 | Lifelike Management Llc CRD 324350 | Las Vegas, NV | Investment Adviser | — | 03/17/2026 | ☆ |