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 |
|---|---|---|---|---|---|---|---|---|---|
| 43301 | The Doyle Group, Llc CRD 329796 | Investment Adviser | — | 1 | 02/03/2026 | ☆ | |||
| 43302 | The Driscoll Group, Inc. CRD 141102 | Jacksonville, FL | Investment Adviser | — | 4 | 01/21/2026 | ☆ | ||
| 43303 | The Edison Fund Management Company, L.L.C. CRD 305436 | Miami Beach, FL | Investment Adviser | — | 08/30/2019 | ☆ | |||
| 43304 | The Educator's Advisor CRD 342990 | Investment Adviser | — | 0 | 1 | 08/06/2026 | ☆ | ||
| 43305 | The Elliott Group.Biz Llc CRD 168512 | Investment Adviser | — | 1 | 03/11/2026 | ☆ | |||
| 43306 | The Ensemble Team, Llc CRD 331144 | Seattle, WA | Investment Adviser | — | 7 | 04/14/2026 | ☆ | ||
| 43307 | The Entrepreneur's Investment Office Ltd CRD 334517 | Dubai | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 43308 | The Equity Alliance Advisors, Llc CRD 326652 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43309 | The Estate Planning Team, Inc. CRD 170414 | Middleburg Heights, OH | Investment Adviser | — | 2 | 07/28/2026 | ☆ | ||
| 43310 | The Et General Partner Entity, Llc CRD 318864 | Investment Adviser | — | 04/01/2022 | ☆ | ||||
| 43311 | The Explorers, Llc CRD 326797 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 43312 | The Exxel Group Vi (Cayman Islands) Inc. CRD 163787 | Montevideo | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 43313 | The Financial Advisory Group, Ltd CRD 127386 | York, PA | Insurance-Affiliated | — | 4 | 02/13/2026 | ☆ | ||
| 43314 | The Financial Center, Llc CRD 123393 | Novi, MI | Insurance-Affiliated | — | 2 | 03/13/2026 | ☆ | ||
| 43315 | The Financial Coaching Center, Llc CRD 150947 | Burnsville, NC | Insurance-Affiliated | — | 0 | 1 | 03/04/2026 | ☆ | |
| 43316 | The Financial Forge, Llc CRD 339495 | Investment Adviser | — | 1 | 07/16/2026 | ☆ | |||
| 43317 | The Financial Pharmacist, Inc. CRD 141554 | Investment Adviser | — | 20 | 1 | 01/17/2023 | ☆ | ||
| 43318 | The Financial Planning Answerplace, Llc CRD 159932 | Princeton, NJ | Investment Adviser | — | 1 | 03/29/2025 | ☆ | ||
| 43319 | The Financial Team, Inc. CRD 141355 | Carlsbad, CA | Investment Adviser | — | 2 | 02/18/2026 | ☆ | ||
| 43320 | The Fintel Group Llc CRD 283857 | Investment Adviser | — | 4 | 1 | 03/13/2026 | ☆ | ||
| 43321 | The Freckled Strawberry, Llc CRD 328184 | Investment Adviser | — | 1 | 03/02/2026 | ☆ | |||
| 43322 | The Gamblin Group, Llc CRD 285610 | Dallas, TX | Insurance-Affiliated | — | 25 | 1 | 12/23/2021 | ☆ | |
| 43323 | The Gate Advisor Llc CRD 323953 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43324 | The Golden Bird Capital Management Llc CRD 329176 | Mountain View, CA | Investment Adviser | — | 01/21/2025 | ☆ | |||
| 43325 | The Gp Manager, Llc CRD 321178 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43326 | The Grove, Realty And Services, Corp CRD 322350 | Land O'lakes, FL | Insurance-Affiliated | — | 2 | 07/30/2026 | ☆ | ||
| 43327 | The Hatton Financial Group, Llc CRD 111349 | Investment Adviser | — | 0 | 1 | 03/30/2025 | ☆ | ||
| 43328 | The Hendrickson Advisory Group, Inc. CRD 121514 | Columbus, OH | Investment Adviser | — | 3 | 02/12/2026 | ☆ | ||
| 43329 | The Hideaway Entertainment Llc CRD 289788 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 43330 | The Hourly Advisor Llc CRD 330489 | Investment Adviser | — | 1 | 08/28/2026 | ☆ | |||
| 43331 | The House Fund, Llc CRD 282494 | Berkeley, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43332 | The Institute Of Financial Wellness, Llc CRD 317776 | Fort Lauderdale, FL | Investment Adviser | — | 7 | 02/07/2025 | ☆ | ||
| 43333 | The Investment Engineer, Llc CRD 151110 | Investment Adviser | — | 0 | 1 | 04/14/2026 | ☆ | ||
| 43334 | The Just Company CRD 119088 | Indianapolis, IN | Investment Adviser | — | 1 | 03/20/2026 | ☆ | ||
| 43335 | The Launch Partnership, Llc CRD 284093 | Austin, TX | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 43336 | The Legaltech Fund Management Co., L.L.C. CRD 311344 | Fort Lauderdale, FL | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 43337 | The Longreach Group Limited CRD 159839 | Central, Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43338 | The Lunar Project Management Llc CRD 334405 | The Woodlands, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43339 | The Lyddon Group Llc CRD 128091 | Kansas City, MO | Investment Adviser | — | 0 | 1 | 03/10/2025 | ☆ | |
| 43340 | The Mannsion Group Llc CRD 340763 | White Plains, NY | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 43341 | The Mba Fund Management, Llc CRD 331859 | Investment Adviser | — | 02/18/2026 | ☆ | ||||
| 43342 | The Michael Kentor Company CRD 114996 | Austin, TX | Insurance-Affiliated | — | 5 | 04/02/2026 | ☆ | ||
| 43343 | The Midway Group, L.P. CRD 161147 | New York, NY | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 43344 | The Milwaukee Water Council CRD 269843 | Milwaukee, WI | Investment Adviser | — | 03/15/2016 | ☆ | |||
| 43345 | The Money Mission Limited Liability Company CRD 310126 | Investment Adviser | — | 10 | 1 | 02/12/2026 | ☆ | ||
| 43346 | The Operand Group Ii Llc CRD 285587 | Deer Park, IL | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 43347 | The Paragon Partners Fund Ii Gmbh & Co. Kg CRD 314204 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43348 | The Paragon Partners Fund Iii Gmbh & Co. Kg CRD 304934 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43349 | The Paragon Partners Fund Iv Gmbh & Co. Kg CRD 325811 | Munich | Investment Adviser | — | 02/17/2026 | ☆ | |||
| 43350 | The Partners Fund Advisors, Llc CRD 327193 | Investment Adviser | — | 04/08/2026 | ☆ |