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 |
|---|---|---|---|---|---|---|---|---|---|
| 40151 | Oakley Capital Limited CRD 159988 | London | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40152 | Oakley Capital Manager Limited CRD 288337 | Hamilton | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40153 | Oakley Capital S.L.U CRD 327472 | Barcelona | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40154 | Oakley Capital S.R.L. CRD 314514 | Milano | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40155 | Oakley Capital Services Bermuda Limited CRD 336831 | Hamilton | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40156 | Oakmount Capital Llp CRD 339737 | London | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 40157 | Oaknest Capital Management, Llc CRD 327251 | La Mirada, CA | Investment Adviser | — | 06/30/2023 | ☆ | |||
| 40158 | Oaktree Financial Planning And Consulting, L.L.C CRD 146022 | Investment Adviser | — | 22 | 1 | 03/27/2026 | ☆ | ||
| 40159 | Oatv Management Company, Llc CRD 159682 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 40160 | Objective Advisors Llc CRD 164170 | Investment Adviser | — | 2 | 1 | 03/17/2026 | ☆ | ||
| 40161 | Objective Function Research Advisors Llc CRD 340917 | Investment Adviser | — | 02/13/2026 | ☆ | ||||
| 40162 | Observatory Capital Management, Llc CRD 170532 | Owings Mills, MD | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40163 | Obsido Capital Management, Llc CRD 172593 | Dallas, TX | Investment Adviser | — | 03/30/2015 | ☆ | |||
| 40164 | Obvious Management Services Llc CRD 173187 | San Francisco, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40165 | Oc Capital Management Ltd CRD 335522 | Irvine, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40166 | Ocampo Capital Llc CRD 335124 | Investment Adviser | — | 02/11/2026 | ☆ | ||||
| 40167 | Occam Crest Management Lp CRD 318337 | Darien, CT | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40168 | Occasio Partners, Llc CRD 323942 | San Francisco, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40169 | Ocean Arete Limited CRD 286314 | Hong Kong | Investment Adviser | — | 08/12/2026 | ☆ | |||
| 40170 | Ocean Index Partners, Llc CRD 337950 | Cedarhurst, NY | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40171 | Ocean Link Partners Ii Limited CRD 306565 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40172 | Ocean Link Partners Limited CRD 285280 | Hong Kong | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40173 | Ocean Park Investments Lp CRD 318085 | Stamford, CT | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 40174 | Ocean View Advisors, Llc CRD 300022 | West Warwick, RI | Investment Adviser | — | 0 | 2 | 02/04/2026 | ☆ | |
| 40175 | Oceana Investimentos Administradora De Carteira De Valores Mobi CRD 338155 | Rio De Janeiro, Rj | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 40176 | Oceanic Partners, Inc. CRD 174179 | Sausalito, CA | Investment Adviser | — | 05/13/2026 | ☆ | |||
| 40177 | Oceans Management, Llc CRD 323086 | Investment Adviser | — | 03/29/2026 | ☆ | ||||
| 40178 | Oceans Services, Llc CRD 319104 | Mountain View, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 40179 | Oceanvast Capital Limited CRD 338240 | Hong Kong | Investment Adviser | — | 02/03/2026 | ☆ | |||
| 40180 | Ocelot Capital Management, Llc CRD 298055 | Austin, TX | Investment Adviser | — | 03/17/2022 | ☆ | |||
| 40181 | Ocorian Fund Management S.à R.L. CRD 338098 | Luxembourg | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40182 | Ocp Asia (Australia) Pty Limited CRD 321639 | Sydney | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 40183 | Ocp Asia (Hong Kong) Limited CRD 294456 | Hong Kong | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 40184 | Ocp Asia (Singapore) Pte. Limited CRD 294457 | Singapore | Investment Adviser | — | 05/07/2026 | ☆ | |||
| 40185 | Octave Management I, Llc CRD 330636 | Lafayette, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40186 | Octave Ventures Llc CRD 309878 | Henderson, NV | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 40187 | October Three Financial Solutions, Llc CRD 152950 | Chicago, IL | Investment Adviser | — | 2 | 02/27/2025 | ☆ | ||
| 40188 | Octopus Aif Management Limited CRD 284953 | London, Greater London | Investment Adviser | — | 07/13/2026 | ☆ | |||
| 40189 | Octopus Investments Limited CRD 286650 | London, Greater London | Investment Adviser | — | 07/13/2026 | ☆ | |||
| 40190 | Ocv Management, Llc CRD 291680 | Los Angeles, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40191 | Ocvc, Llc CRD 289991 | Newport Beach, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40192 | Odette Partners Llc CRD 325420 | Sao Paulo | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 40193 | Odyssey Management Llc CRD 341377 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 40194 | Oew Investment Advisors Lp CRD 338375 | Austin, TX | Investment Adviser | — | 0 | 2 | 08/24/2026 | ☆ | |
| 40195 | Off Camber Creative Llc CRD 324621 | Prospect, KY | Investment Adviser | — | 6 | 1 | 03/01/2024 | ☆ | |
| 40196 | Offline Ventures, Llc CRD 310724 | Mill Valley, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40197 | Offscript Management, Llc CRD 341726 | Boston, MA | Investment Adviser | — | 04/21/2026 | ☆ | |||
| 40198 | Ofs Energy Fund, Llc CRD 160490 | Houston, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40199 | Ogden, Thomas CRD 318003 | Investment Adviser | — | 1 | 05/21/2026 | ☆ | |||
| 40200 | Oglesby Wealth Strategies, Llc CRD 326777 | Watkinsville, GA | Investment Adviser | — | 1 | 03/03/2026 | ☆ |