Investment advisers
44,723 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 |
|---|---|---|---|---|---|---|---|---|---|
| 39451 | Monty Asset Management Llc CRD 318650 | Investment Adviser | — | 08/04/2026 | ☆ | ||||
| 39452 | Monument Asset Management, Llc CRD 305827 | Investment Adviser | — | 1 | 03/19/2026 | ☆ | |||
| 39453 | Moo Point Capital Management Llc CRD 327092 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 39454 | Mooberry Financial Management, Llc CRD 114512 | Lawrence, KS | Insurance-Affiliated | — | 45 | 6 | 03/20/2026 | ☆ | |
| 39455 | Moola Copilot Llc CRD 334132 | Naples, FL | Investment Adviser | — | 2,756 | 1 | 03/03/2026 | ☆ | |
| 39456 | Moonfare Gmbh CRD 319285 | Berlin | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 39457 | Moonfire Fund Management Limited CRD 323402 | St Peter Port, Guernsey | Investment Adviser | — | 03/27/2025 | ☆ | |||
| 39458 | Moonsail Capital Llc CRD 291230 | San Juan, PR | Investment Adviser | — | 01/06/2026 | ☆ | |||
| 39459 | Moonshots Capital Management Company, Llc CRD 291804 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 39460 | Moonvest Llc CRD 340069 | Investment Adviser | — | 1 | 2 | 01/12/2026 | ☆ | ||
| 39461 | Moonwalker Management Llc CRD 329994 | Investment Adviser | — | 04/23/2026 | ☆ | ||||
| 39462 | Moore & Moore Ai Ltd. CRD 341896 | Investment Adviser | — | 06/30/2026 | ☆ | ||||
| 39463 | Moore & Moore Investments Group Ltd. CRD 325870 | Investment Adviser | — | 06/30/2026 | ☆ | ||||
| 39464 | Moore & Moore Opportunities Ltd. CRD 325871 | Investment Adviser | — | 06/30/2026 | ☆ | ||||
| 39465 | Moore Financial Strategies, Llc CRD 144105 | Sylvan Lake, MI | Investment Adviser | — | 3 | 02/23/2026 | ☆ | ||
| 39466 | Moore Money Solutions Llc CRD 335507 | Investment Adviser | — | 0 | 1 | 05/02/2026 | ☆ | ||
| 39467 | Moorfield Investment Management Limited CRD 162775 | London | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 39468 | Mooring Fund Manager, Llc CRD 163667 | Ashburn, VA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 39469 | Morado Ventures, Llc CRD 168743 | Los Altos, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39470 | Mordecai Ventures Management, Llc CRD 322172 | Investment Adviser | — | 02/20/2026 | ☆ | ||||
| 39471 | More Than Your Money, Inc. CRD 289058 | Colorado Springs, CO | Investment Adviser | — | 2 | 01/27/2026 | ☆ | ||
| 39472 | Moremi Capital Management Llc CRD 334931 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39473 | Morethan Capital Advisors S.A R.L CRD 325567 | Luxembourg | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 39474 | Morgan Stanley Real Estate Advisor, Inc. CRD 127488 | New York, NY | Investment Adviser | — | 372 | 08/04/2026 | ☆ | ||
| 39475 | Morgenthaler Management Corporation CRD 161509 | Investment Adviser | — | 08/26/2026 | ☆ | ||||
| 39476 | Moringa Management Llc CRD 311835 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 39477 | Morning Calm Fund Manager Corp. CRD 290307 | Boca Raton, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 39478 | Morningside Venture Capital Limited CRD 163894 | Grand Cayman | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 39479 | Morningview Capital, Inc. CRD 282404 | Investment Adviser | — | 1 | 06/24/2026 | ☆ | |||
| 39480 | Morningwood Capital Llc CRD 309220 | Investment Adviser | — | 07/12/2024 | ☆ | ||||
| 39481 | Morpheus Advisors, Llc CRD 285726 | Sherman Oaks, CA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 39482 | Morrison Seger, Llc CRD 324716 | Dallas, TX | Investment Adviser | — | 03/25/2025 | ☆ | |||
| 39483 | Morro Venture Partners Llc CRD 298911 | San Juan, PR | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 39484 | Morse Energy Capital Partners, Llc CRD 309924 | Denver, CO | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 39485 | Morview Capital Fund C Llc CRD 339276 | San Francisco, CA | Investment Adviser | — | 02/05/2026 | ☆ | |||
| 39486 | Mosaic Capital Partners Llc CRD 334830 | Charlotte, NC | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 39487 | Mosaic Eta Llc CRD 331499 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 39488 | Mosaic General Partnership, Llc CRD 317910 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 39489 | Mosaic Wealth Strategies Llc CRD 291032 | Investment Adviser | — | 20 | 2 | 02/27/2026 | ☆ | ||
| 39490 | Mosaik Partners, Lp CRD 171863 | San Francisco, CA | Investment Adviser | — | 03/08/2026 | ☆ | |||
| 39491 | Moser Capital Management, Llc CRD 168177 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 39492 | Moses Capital Partners, Llc CRD 334557 | Dubai | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 39493 | Mosher Financial Advisors Llc CRD 291088 | Lafayette, CA | Insurance-Affiliated | — | 290 | 9 | 03/30/2026 | ☆ | |
| 39494 | Moth Fund, Llc CRD 325070 | Investment Adviser | — | 02/22/2026 | ☆ | ||||
| 39495 | Mother Ventures Management, Llc CRD 330307 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 39496 | Motivate Capital Management, Llc CRD 314339 | Chicago, IL | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 39497 | Motive Force Management, Llc CRD 339889 | San Francisco, CA | Investment Adviser | — | 07/09/2026 | ☆ | |||
| 39498 | Motivus Capital, Llc CRD 171156 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 39499 | Motley Fool Ventures Management Llc CRD 298748 | Alexandria, VA | Investment Adviser | — | 12/23/2025 | ☆ | |||
| 39500 | Motus Capital Management Llc CRD 321875 | New York, NY | Investment Adviser | — | 02/11/2026 | ☆ |