Investment advisers
44,817 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 |
|---|---|---|---|---|---|---|---|---|---|
| 43051 | Synergist Private Wealth Llc CRD 312555 | New Orleans, LA | Investment Adviser | — | 1 | 06/02/2026 | ☆ | ||
| 43052 | Synergy Cpa Solutions, Llc CRD 306124 | Annapolis, MD | Investment Adviser | — | 1 | 02/11/2020 | ☆ | ||
| 43053 | Synergy Networks Capital Partners, Llc CRD 336275 | San Francisco, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 43054 | Synergy Ventures Advisors Iii, L.L.C. CRD 213520 | Menlo Park, CA | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 43055 | Syno Infinity Ltd CRD 337844 | Denver, CO | Investment Adviser | — | 07/09/2025 | ☆ | |||
| 43056 | Synova Llp CRD 173443 | London | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 43057 | Syntagma Capital Management Sa CRD 325437 | Ixelles | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 43058 | Synthesis Capital Llp CRD 319758 | London | Investment Adviser | — | 06/15/2026 | ☆ | |||
| 43059 | System 2 Capital Llp CRD 321192 | London | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 43060 | Systematic Insights Capital, Llc CRD 170179 | New York, NY | Investment Adviser | — | 1 | 04/02/2026 | ☆ | ||
| 43061 | Systematic Management Ab CRD 312239 | Stockholm | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43062 | São Pedro Capital Investimentos S.A. CRD 296814 | Sao Paulo | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43063 | T & M Financial Inc. CRD 291786 | Topeka, KS | Investment Adviser | — | 0 | 3 | 04/02/2026 | ☆ | |
| 43064 | T Capital Partners Co., Ltd. CRD 312681 | Tokyo | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 43065 | T&R Advisors Llc CRD 306268 | Covina, CA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 43066 | T&T Capital Management, Llc CRD 334022 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43067 | T. Fenn Financial Planning, Llc CRD 155410 | Investment Adviser | — | 60 | 1 | 01/19/2026 | ☆ | ||
| 43068 | T. Sharp Wealth Management, Llc CRD 326734 | Folsom, CA | Investment Adviser | — | 1 | 04/02/2026 | ☆ | ||
| 43069 | T.C. Schwab Financial Planning, Llc CRD 144382 | Investment Adviser | — | 27 | 1 | 02/09/2026 | ☆ | ||
| 43070 | T.Rx Cap, Llc CRD 325895 | Boston, MA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43071 | T11 Capital Management CRD 166939 | Irvine, CA | Investment Adviser | — | 05/15/2023 | ☆ | |||
| 43072 | T4 G Management Llc CRD 335567 | Lansing, MI | Investment Adviser | — | 04/24/2025 | ☆ | |||
| 43073 | Ta Check Financial Ltd. CRD 122953 | Strongsville, OH | Investment Adviser | — | 0 | 3 | 03/27/2026 | ☆ | |
| 43074 | Table Rock Gp Llc CRD 323164 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 43075 | Tachles Vc Management, Llc CRD 331713 | Peachtree Corners, GA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 43076 | Tachyon Entier Capital Llc CRD 343249 | Newark, DE | Investment Adviser | — | 06/24/2026 | ☆ | |||
| 43077 | Tacora Management Company Ltd. CRD 163671 | Santiago | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43078 | Tacora Management Company Ii Ltd. CRD 162736 | Santiago | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43079 | Tael Management Co. (Cayman) Ltd CRD 188519 | Kuala Lumpur | Investment Adviser | — | 03/13/2025 | ☆ | |||
| 43080 | Taf Management, Llc CRD 166858 | Santa Clara, CA | Investment Adviser | — | 04/01/2013 | ☆ | |||
| 43081 | Tafoya Barrett And Associates Pc CRD 107248 | Durango, CO | Investment Adviser | — | 50 | 4 | 03/20/2025 | ☆ | |
| 43082 | Tag Ft Management Llc CRD 298312 | Dallas, TX | Investment Adviser | — | 03/30/2019 | ☆ | |||
| 43083 | Tagc Management, Llc CRD 340540 | Albuquerque, NM | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 43084 | Taiga Fund Management As CRD 297672 | Oslo | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43085 | Tailwind Financial Llc CRD 333725 | Investment Adviser | — | 2 | 01/26/2026 | ☆ | |||
| 43086 | Tailwind Futures Llc CRD 341046 | Berkeley, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 43087 | Tairen Capital Limited CRD 300911 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 43088 | Taiwania Capital Management Usa, Inc. CRD 293352 | Santa Clara, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43089 | Takeoff Capital Llc CRD 324491 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 43090 | Talanton Advisors, Llc CRD 299779 | Investment Adviser | — | 08/14/2025 | ☆ | ||||
| 43091 | Talas Capital Llc CRD 284292 | Austin, TX | Investment Adviser | — | 03/24/2022 | ☆ | |||
| 43092 | Tale Venture Partners Llc CRD 304879 | Investment Adviser | — | 03/27/2024 | ☆ | ||||
| 43093 | Taleb Taleb Capital Llc CRD 335086 | Miami, FL | Investment Adviser | — | 02/07/2025 | ☆ | |||
| 43094 | Talent Management L.L.C. CRD 339907 | Houston, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43095 | Talguard Investments Llc CRD 174872 | El Segundo, CA | Investment Adviser | — | 03/06/2023 | ☆ | |||
| 43096 | Talkot Capital, Llc CRD 164231 | Corte Madera, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43097 | Tall Trees Capital Management Lp CRD 307808 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 43098 | Talley Wealth, Llc CRD 328407 | Orange, CA | Investment Adviser | — | 1 | 03/20/2026 | ☆ | ||
| 43099 | Tallgrass Wealth Management, Inc. CRD 305396 | Sioux Falls, SD | Insurance-Affiliated | — | 0 | 1 | 02/09/2026 | ☆ | |
| 43100 | Talok Capital 0.1 Llc CRD 336836 | Investment Adviser | — | 03/30/2026 | ☆ |