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 |
|---|---|---|---|---|---|---|---|---|---|
| 43251 | Teton Peaks Management, Llc CRD 304575 | Radnor, PA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 43252 | Texana Management, Llc CRD 318793 | Houston, TX | Investment Adviser | — | 02/14/2022 | ☆ | |||
| 43253 | Texas Dental Programs, Inc. CRD 140420 | Waco, TX | Insurance-Affiliated | — | 1 | 02/03/2026 | ☆ | ||
| 43254 | Texas First Wealth Management CRD 117979 | Kingwood, TX | Insurance-Affiliated | — | 66 | 1 | 02/06/2023 | ☆ | |
| 43255 | Texas Halo Fund Management, Llc CRD 297548 | Investment Adviser | — | 06/25/2018 | ☆ | ||||
| 43256 | Texas Real Estate Fund Managers Llc CRD 304039 | Houston, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43257 | Texas Venture Partners, Llc CRD 333670 | Austin, TX | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 43258 | Texas Wealth Management, Llc CRD 285898 | Houston, TX | Investment Adviser | — | 8 | 03/12/2026 | ☆ | ||
| 43259 | Texo Ventures, Llc CRD 175227 | Austin, TX | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 43260 | Tf Capital Management Llc CRD 339548 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43261 | Tf Venture Capital Management Co., Ltd. CRD 323481 | Shanghai | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 43262 | Tfc Ventures, Llc CRD 327658 | Investment Adviser | — | 01/30/2026 | ☆ | ||||
| 43263 | Tfg 101 Arch Manager, Llc CRD 332400 | Boston, MA | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 43264 | Tfg Digital Assets Llc CRD 321173 | Naples, FL | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 43265 | Tgf Management Company, Llc CRD 333189 | Palo Alto, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43266 | Tgp Investments Ii, Llc CRD 175241 | Kansas City, MO | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 43267 | Tgp Investments Iii, Llc CRD 330530 | Kansas City, MO | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 43268 | Tgso Advisor Llc CRD 341306 | New York, NY | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 43269 | Tgvg, Llc CRD 335002 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 43270 | Thales Investment Management Company, Llc CRD 314358 | Investment Adviser | — | 03/21/2026 | ☆ | ||||
| 43271 | Thayer Ventures Management Company, L.L.C. CRD 285321 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43272 | Thcp Advisory Limited CRD 329082 | London | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 43273 | Thd Investments Llc CRD 329131 | Investment Adviser | — | 02/13/2026 | ☆ | ||||
| 43274 | The 22 Fund Management, Llc CRD 321755 | Los Angeles, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 43275 | The 4100 Group, Inc. CRD 326853 | Lansing, MI | Investment Adviser | — | 02/27/2024 | ☆ | |||
| 43276 | The Aligned Fund Management Llc CRD 332467 | Investment Adviser | — | 03/29/2026 | ☆ | ||||
| 43277 | The Alternative Selected Opportunities Ltd. CRD 328519 | Grand Cayman | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 43278 | The Artemis Female Fund Management Company Llc CRD 307723 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 43279 | The Astorino Financial Group, Inc. CRD 120217 | Fairfield, NJ | Investment Adviser | — | 7 | 01/15/2026 | ☆ | ||
| 43280 | The Astro Group Llc CRD 343505 | New York, NY | Investment Adviser | — | 07/10/2026 | ☆ | |||
| 43281 | The Aurora Project Llc CRD 340611 | Scottsdale, AZ | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 43282 | The B Group, Inc. CRD 310357 | Dallas, TX | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 43283 | The Baker Group, Lp CRD 7888 | Oklahoma City, OK | Broker-Dealer (Dually Registered) | — | 1 | 14 | 03/02/2026 | ☆ | |
| 43284 | The Balance Of Trade, Llc CRD 291982 | Investment Adviser | — | 0 | 1 | 03/18/2023 | ☆ | ||
| 43285 | The Benchmark Group Ria Services, Llc CRD 153820 | Cherry Hill, NJ | Insurance-Affiliated | — | 6 | 1 | 07/06/2026 | ☆ | |
| 43286 | The Blue Oak Group, Llc CRD 291588 | Boston, MA | Investment Adviser | — | 1 | 04/01/2026 | ☆ | ||
| 43287 | The Cake Shop Capital Llc CRD 318394 | Investment Adviser | — | 06/09/2026 | ☆ | ||||
| 43288 | The Capital Preserve, Inc. CRD 130170 | Tarrytown, NY | Investment Adviser | — | 2 | 03/04/2022 | ☆ | ||
| 43289 | The Carrie Potter Group, Llc CRD 165126 | Houston, TX | Investment Adviser | — | 1 | 10/31/2023 | ☆ | ||
| 43290 | The Ceos' Fund Management Llc CRD 334555 | Investment Adviser | — | 05/15/2025 | ☆ | ||||
| 43291 | The Cid Group Ltd. CRD 163717 | Taipei | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 43292 | The Column Group Management Lp CRD 161912 | San Francisco, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 43293 | The Community Development Venture Capital Alliance CRD 298795 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43294 | The Compounding Co Llc CRD 342215 | Investment Adviser | — | 1 | 05/01/2026 | ☆ | |||
| 43295 | The Conley Capital Group Incorporated CRD 156399 | Eugene, OR | Insurance-Affiliated | — | 4 | 12/08/2025 | ☆ | ||
| 43296 | The Council Capital Llc CRD 316045 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 43297 | The Cue Ball Group, Llc CRD 162245 | Boston, MA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43298 | The Dayton Company Inc CRD 297471 | Gig Harbor, WA | Insurance-Affiliated | — | 1 | 03/23/2026 | ☆ | ||
| 43299 | The Debart Group Inc. CRD 118660 | New York, NY | Insurance-Affiliated | — | 1 | 01/29/2026 | ☆ | ||
| 43300 | The Dotch Capital Corporation CRD 312659 | Insurance-Affiliated | — | 1 | 06/25/2026 | ☆ |