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 |
|---|---|---|---|---|---|---|---|---|---|
| 43651 | Trend Discovery Capital Management, Llc CRD 170082 | Long Island City, NY | Investment Adviser | — | 04/25/2023 | ☆ | |||
| 43652 | Trent Capital Partners, Llc CRD 329027 | Naples, FL | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 43653 | Treo Financial Llc CRD 315501 | Investment Adviser | — | 12 | 1 | 02/08/2026 | ☆ | ||
| 43654 | Treo Ventures, Llc CRD 299417 | Reno, NV | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 43655 | Tres Group, Llc CRD 310596 | Investment Adviser | — | 0 | 1 | 01/17/2025 | ☆ | ||
| 43656 | Tres Palmas Ventures Llc CRD 323597 | Burlington, VT | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 43657 | Tresidor Investment Management Llp CRD 304534 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 43658 | Tresses Capital Partners, Llc CRD 336741 | Investment Adviser | — | 07/09/2026 | ☆ | ||||
| 43659 | Trestle Partners Ii Llc CRD 330722 | Palm Beach, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43660 | Trestle Partners Llc CRD 330947 | Palm Beach, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43661 | Trevi Capital CRD 337812 | Pittsburgh, PA | Investment Adviser | — | 07/15/2025 | ☆ | |||
| 43662 | Triangle Tweener Fund, Llc CRD 318464 | Investment Adviser | — | 06/25/2026 | ☆ | ||||
| 43663 | Triata Capital Limited CRD 342897 | Central | Investment Adviser | — | 07/28/2026 | ☆ | |||
| 43664 | Tribble Financial Planning, Llc CRD 326576 | Investment Adviser | — | 1 | 03/26/2026 | ☆ | |||
| 43665 | Tribeca Investment Partners Pty Ltd CRD 164313 | Sydney | Investment Adviser | — | 10/24/2025 | ☆ | |||
| 43666 | Tribeca Venture Partners, Llc CRD 162988 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43667 | Tributary Energy Management, Llc CRD 307604 | Investment Adviser | — | 07/15/2024 | ☆ | ||||
| 43668 | Tricrest Management Llc CRD 341870 | Dallas, TX | Investment Adviser | — | 06/19/2026 | ☆ | |||
| 43669 | Trident Advantage Group, Llc CRD 166592 | Greenwich, CT | Investment Adviser | — | 01/30/2013 | ☆ | |||
| 43670 | Trident Advisory Partners, Llc CRD 326959 | Charlotte, NC | Investment Adviser | — | 0 | 3 | 03/18/2026 | ☆ | |
| 43671 | Trident Capital, Inc. CRD 160095 | San Mateo, CA | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 43672 | Trident Consulting CRD 336510 | Investment Adviser | — | 05/16/2025 | ☆ | ||||
| 43673 | Trier Management, Inc. CRD 326729 | Reno, NV | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 43674 | Trifecta Capital Llc CRD 171721 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 43675 | Trilantic Capital Partners Lp Inc CRD 163301 | St Peter Port | Investment Adviser | — | 06/02/2026 | ☆ | |||
| 43676 | Trilantic Europe S.A R.L. CRD 314686 | Luxembourg | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 43677 | Trilantic Europe V S.A R.L. CRD 314684 | Luxembourg | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 43678 | Trill Impact Advisory Ab CRD 313309 | Stockholm | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43679 | Trill Impact Advisory Aps CRD 323921 | Copenhagen | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43680 | Trill Impact Advisory As CRD 336520 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 43681 | Trill Impact Advisory Gmbh CRD 313308 | Munich | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43682 | Trill Impact Luxembourg S.à R.L. CRD 341009 | Luxembourg | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 43683 | Trillian Capital Management Llc CRD 161670 | Investment Adviser | — | 01/02/2014 | ☆ | ||||
| 43684 | Trillion Capital Management Llc CRD 316102 | Irvine, CA | Investment Adviser | — | 06/20/2025 | ☆ | |||
| 43685 | Trillium Valley Financial Planning, Llc CRD 151626 | Investment Adviser | — | 1 | 04/06/2026 | ☆ | |||
| 43686 | Trilogy Investment Advisors, Llc CRD 341443 | Bellevue, WA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 43687 | Trilogy Partners Limited CRD 172641 | Hong Kong | Investment Adviser | — | 01/07/2026 | ☆ | |||
| 43688 | Trinity Lane Management, Llc CRD 317623 | Investment Adviser | — | 06/05/2026 | ☆ | ||||
| 43689 | Trinvest Management, Llc CRD 299415 | Investment Adviser | — | 03/31/2023 | ☆ | ||||
| 43690 | Triodos Investment Management B.V. CRD 307440 | Driebergen Rijsenburg | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 43691 | Triple Balance Advisers Inc CRD 314625 | Investment Adviser | — | 1 | 03/31/2025 | ☆ | |||
| 43692 | Triple Crown Advisors CRD 342031 | Maplewood, NJ | Investment Adviser | — | 05/13/2026 | ☆ | |||
| 43693 | Triple Impact Capital Management Co. Llc CRD 313815 | Chadds Ford, PA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 43694 | Triple Jump B.V. CRD 264792 | Amsterdam | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 43695 | Triple Point Investment Management Llp CRD 322500 | London | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 43696 | Triple V Management, Llc CRD 305053 | Investment Adviser | — | 03/25/2024 | ☆ | ||||
| 43697 | Triquetra Capital Llc CRD 338741 | Palm Beach, FL | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 43698 | Triton Investments Advisers Llp CRD 301196 | London | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 43699 | Triton Venture Capital Llc CRD 313364 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 43700 | Trium Ventures Gp I, Llc CRD 322206 | San Francisco, CA | Investment Adviser | — | 03/20/2024 | ☆ |