All investment adviser firms · Page 42
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- CORSAIR CAPITAL MANAGEMENT, L.P.CRD 157029 · NEW YORK, NY$957,005,672.00Regulatory AUM · August 2026
- CORTEC GROUP MANAGEMENT SERVICES, LLCCRD 161429 · NEW YORK, NY$6,634,033,478.00Regulatory AUM · August 2026
- CORTEN REAL ESTATE MANAGEMENT LLCCRD 321897 · PHILADELPHIA, PA$457,447,202.00Regulatory AUM · August 2026
- CORTLAND ASSOCIATES INCCRD 104681 · ST. LOUIS, MO$958,000,000.00Regulatory AUM · August 2026
- CORTLAND INVESTMENT MANAGEMENT, LLCCRD 299369 · ATLANTA, GA$5,669,602,103.00Regulatory AUM · August 2026
- CORUNDUM GROUP, INC.CRD 106490 · COLORADO SPRINGS, CO$1,694,340,444.00Regulatory AUM · August 2026
- CORUS FAMILY WEALTH ADVISORS, INC.CRD 114702 · MCKINNEY, TX$619,512,128.00Regulatory AUM · August 2026
- CORVEX MANAGEMENT LPCRD 158197 · NEW YORK, NY$4,568,423,980.00Regulatory AUM · August 2026
- CORVUS WEALTH ADVISORS LLCCRD 311261 · TEMPLETON, CA$1,080,550,444.00Regulatory AUM · August 2026
- COSEY FINANCIAL SERVICES, INC.CRD 140175 · KNOXVILLE, TN$123,677,943.00Regulatory AUM · August 2026
- COSMOS WEALTH, LLCCRD 341781 · LA JOLLA, CANot availableRegulatory AUM · August 2026
- COSNER FINANCIAL GROUP, LLCCRD 147942 · WINDSOR, CO$369,813,121.00Regulatory AUM · August 2026
- COSTA, ANDRE LUIZ FERREIRA DACRD 289590Not availableRegulatory AUM · August 2026
- COSTELLO ASSET MANAGEMENT, INC.CRD 123249 · FEASTERVILLE, PA$388,549,245.00Regulatory AUM · August 2026
- COSTELLO FINANCIAL PLANNING, INC.CRD 175295$217,082,647.00Regulatory AUM · August 2026
- COSTON, MCISAAC, AND PARTNERS INC.CRD 194515 · BAR HARBOR, ME$466,919,598.00Regulatory AUM · August 2026
- COTA CAPITAL MANAGEMENT, LLCCRD 226750 · SAN FRANCISCO, CA$1,167,876,554.00Regulatory AUM · August 2026
- COTE FINANCIAL MANAGEMENT, LLCCRD 153088$151,230,174.00Regulatory AUM · August 2026
- COTTAGE STREET ADVISORS, LLCCRD 173487 · MARION, MA$333,802,501.00Regulatory AUM · August 2026
- COTTONWOOD CAPITAL ADVISORS, LLCCRD 311272 · SALT LAKE CITY, UT$278,976,451.00Regulatory AUM · August 2026
- COTTONWOOD VENTURES, LLCCRD 322366 · IRVING, TX$347,343,569.00Regulatory AUM · August 2026
- COTULLA HOLDINGS LLCCRD 330008$432,500,000.00Regulatory AUM · August 2026
- COUGAR GLOBAL INVESTMENTS LIMITEDCRD 109439$1,511,051,757.00Regulatory AUM · August 2026
- COUNCIL CAPITAL FUNDS MANAGEMENT, LLCCRD 174036 · NASHVILLE, TN$518,567,743.00Regulatory AUM · August 2026
- COUNCILMARK ASSET MANAGEMENT, LLCCRD 111748 · KNOXVILLE, TN$270,798,846.00Regulatory AUM · August 2026
- COUNCILOR WEALTH LLCCRD 170858 · BETHESDA, MD$316,945,133.00Regulatory AUM · August 2026
- COUNTER GLOBAL, L.P.CRD 330571 · SANTA MONICA, CA$172,658,636.00Regulatory AUM · August 2026
- COUNTERPOINT MUTUAL FUNDS, LLCCRD 172379 · SAN DIEGO, CA$3,238,897,410.00Regulatory AUM · August 2026
- COUNTERPOINTE INVESTMENT MANAGEMENT LLCCRD 333864 · STAMFORD, CT$1,067,740,128.00Regulatory AUM · August 2026
- COUNTERWEIGHT VENTURES, LLCCRD 327880 · WILMINGTON, NC$207,187,212.00Regulatory AUM · August 2026
- COUNTRYSIDE FINANCIAL LLCCRD 337489 · WILLIAMSVILLE, NY$73,236,814.00Regulatory AUM · August 2026
- COURAGE CAPITAL MANAGEMENT, LLCCRD 130449 · NASHVILLE, TN$1,448,240,192.00Regulatory AUM · August 2026
- COURAGE MILLER PARTNERS, LLCCRD 147360 · NORFOLK, VA$480,651,813.00Regulatory AUM · August 2026
- COURANT INVESTMENT MANAGEMENT LLCCRD 153865$133,324,614.00Regulatory AUM · August 2026
- COURIER CAPITAL, LLCCRD 282485 · BUFFALO, NY$3,585,153,323.00Regulatory AUM · August 2026
- COURSE MANAGEMENT INVESTMENT ADVISORS, LLCCRD 306974 · PINEHURST, NC$100,326,180.00Regulatory AUM · August 2026
- COURT SQUARE CAPITAL MANAGEMENT, L.P.CRD 156776 · NEW YORK, NY$10,108,286,700.00Regulatory AUM · August 2026
- COURY FIRM ASSET MANAGEMENT LLCCRD 289145 · PITTSBURGH, PA$1,324,806,135.00Regulatory AUM · August 2026
- COVALENT PARTNERS LLCCRD 140494 · CONCORD, MA$117,298,129.00Regulatory AUM · August 2026
- COVARA CAPITAL, LLCCRD 337515 · NEW YORK, NY$405,132,157.00Regulatory AUM · August 2026
- COVE CAPITAL MANAGEMENT INC.CRD 284649 · BRENTWOOD, TN$247,549,900.00Regulatory AUM · August 2026
- COVE HILL PARTNERS, L.P.CRD 288684 · BOSTON, MA$5,355,743,830.00Regulatory AUM · August 2026
- COVE PRIVATE WEALTH, LLCCRD 316866 · OYSTER BAY, NY$455,483,465.00Regulatory AUM · August 2026
- COVE STREET CAPITAL, LLCCRD 156260 · HERMOSA BEACH, CA$93,844,293.00Regulatory AUM · August 2026
- COVE VIEW INVESTMENT PARTNERS, LLCCRD 339631 · OLD GREENWICH, CT$127,828,869.00Regulatory AUM · August 2026
- COVENANT ASSET MANAGEMENT, LLCCRD 108567 · CHESTER, NJ$692,597,497.00Regulatory AUM · August 2026
- COVESTOR LTDCRD 145694$195,843,352.00Regulatory AUM · August 2026
- COVEY CAPITAL ADVISORS, LLCCRD 151978 · ATLANTA, GA$156,459,403.00Regulatory AUM · August 2026
- COVINGTON & ASSOCIATES, INC.CRD 113357 · WESTFIELD, NJ$308,209,194.00Regulatory AUM · August 2026
- COVINGTON INVESTMENT ADVISORS, INC.CRD 127270 · LIGONIER, PA$885,891,247.00Regulatory AUM · August 2026
- COVINGTONALSINA, LLCCRD 326810 · JACKSONVILLE, FL$282,930,732.00Regulatory AUM · August 2026
- COVISION ADVISORS LLCCRD 285328 · NEW YORK, NY$708,426,166.00Regulatory AUM · August 2026
- COWA, LLCCRD 297180 · TULSA, OK$529,365,864.00Regulatory AUM · August 2026
- COX CAPITAL MANAGEMENT LLCCRD 117593 · ANDOVER, MA$360,953,558.00Regulatory AUM · August 2026
- COX FINANCIAL GROUP INCCRD 173691 · DUBLIN, OH$119,548,123.00Regulatory AUM · August 2026
- COX GESTAO DE RECURSOS LTDA.CRD 154897$8,107,012.00Regulatory AUM · August 2026
- COYLE FINANCIAL COUNSEL, LLCCRD 110593 · GLENVIEW, IL$1,049,463,558.00Regulatory AUM · August 2026
- COZAD ASSET MANAGEMENT INCCRD 104764 · CHAMPAIGN, IL$2,622,584,603.00Regulatory AUM · August 2026
- CP CAPITAL (US) PARTNERS LPCRD 158979 · NEW YORK, NY$426,888,807.00Regulatory AUM · August 2026
- CPA ASSET MANAGEMENT GROUP, LLCCRD 107833 · WEST PALM BEACH, FL$619,157,530.00Regulatory AUM · August 2026
- CPC ADVISORS, LLCCRD 111025 · ATLANTA, GA$1,675,441,642.00Regulatory AUM · August 2026
- CPC EQUITY ADVISORS, LPCRD 331368 · EL SEGUNDO, CA$352,193,640.00Regulatory AUM · August 2026
- CPC MANAGEMENT, LLCCRD 313413 · KANSAS CITY, MO$428,027,880.00Regulatory AUM · August 2026
- CPMG, INC.CRD 131417 · DALLAS, TX$855,773,000.00Regulatory AUM · August 2026
- CPR INVESTMENTS INCCRD 139067 · ROCHESTER, MI$238,785,216.00Regulatory AUM · August 2026
- CPWA LLCCRD 322424 · HOOD RIVER, OR$185,534,007.00Regulatory AUM · August 2026
- CQ WEALTH ADVISORS, INC.CRD 313833 · SAN DIEGO, CA$263,303,670.00Regulatory AUM · August 2026
- CQL CAPITAL MANAGEMENTCRD 319557 · CHESTERFIELD, MO$27,445,079.00Regulatory AUM · August 2026
- CQS (US), LLCCRD 147329 · NEW YORK, NY$5,492,827,024.00Regulatory AUM · August 2026
- CR GROUP L.P.CRD 132967 · HOUSTON, TX$2,207,554,370.00Regulatory AUM · August 2026
- CRA FINANCIAL SERVICES, L.L.C.CRD 124004 · NORTHFIELD, NJ$1,693,368,017.00Regulatory AUM · August 2026
- CRABEL CAPITAL MANAGEMENT, LLCCRD 167332 · LOS ANGELES, CANot availableRegulatory AUM · August 2026
- CRAFT & SAGE WEALTH, LLCCRD 323565 · KANSAS CITY, MO$306,774,409.00Regulatory AUM · August 2026
- CRAFT ASSET MANAGEMENT LLCCRD 289557 · TAMPA, FL$120,844,771.00Regulatory AUM · August 2026
- CRAMER & RAUCHEGGER, INC.CRD 164784 · MAITLAND, FL$151,424,283.00Regulatory AUM · August 2026
- CRAMER ROSENTHAL MCGLYNN LLCCRD 107911 · STAMFORD, CT$2,266,399,657.00Regulatory AUM · August 2026
- CRANBROOK WEALTH MANAGEMENT, LLCCRD 132058 · BLOOMFIELD HILLS, MI$906,790,077.00Regulatory AUM · August 2026
- CRANE ADVISORY LLCCRD 314432 · FULLERTON, CA$934,631,535.00Regulatory AUM · August 2026
- CRAVENS & COMPANY ADVISORS, LLCCRD 130071 · COOKEVILLE, TN$311,090,482.00Regulatory AUM · August 2026
- CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLCCRD 162673 · DALLAS, TX$139,300,000.00Regulatory AUM · August 2026
- CRAWFORD FUND MANAGEMENT, LLCCRD 158659 · BOSTON, MA$356,064,983.00Regulatory AUM · August 2026
- CRAWFORD INVESTMENT COUNSEL INCCRD 110271 · ATLANTA, GA$9,139,406,625.00Regulatory AUM · August 2026
- CRAWFORD, GREGORY JASONCRD 134936 · MODESTO, CA$171,551,397.00Regulatory AUM · August 2026
- CRAYHILL CAPITAL MANAGEMENT LPCRD 281154 · NEW YORK, NY$2,496,798,000.00Regulatory AUM · August 2026
- CRCM L.P.CRD 160976 · SAN FRANCISCO, CA$746,742,881.00Regulatory AUM · August 2026
- CRE VENTURE CAPITAL, INC.CRD 317875 · MAHWAH, NJ$404,608,303.00Regulatory AUM · August 2026
- CREATION INVESTMENTS CAPITAL MANAGEMENT, LLCCRD 171581 · CHICAGO, IL$1,604,086,767.00Regulatory AUM · August 2026
- CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLCCRD 286567 · SAN DIEGO, CA$780,406,922.00Regulatory AUM · August 2026
- CREATIVE FINANCIAL DESIGNS, INC.CRD 109032 · KOKOMO, IN$2,941,557,605.00Regulatory AUM · August 2026
- CREATIVE INVESTMENT GROUP LLCCRD 334028 · NASHVILLE, TN$209,046,904.00Regulatory AUM · August 2026
- CREATIVE PLANNING, LLCCRD 105348 · OVERLAND PARK, KS$295,568,603,071.00Regulatory AUM · August 2026
- CREATIVEONE SECURITIES, LLCCRD 152974 · OVERLAND PARK, KS$2,541,181,202.00Regulatory AUM · August 2026
- CREATIVEONE WEALTH, LLCCRD 281213 · OVERLAND PARK, KS$6,251,683,061.00Regulatory AUM · August 2026
- CRECER LLCCRD 335908$3,517.00Regulatory AUM · August 2026
- CREDENTIALED WEALTH ADVISORS, LLCCRD 312517 · JOHNSTOWN, CO$139,848,519.00Regulatory AUM · August 2026
- CREDICORP CAPITAL ADVISORS LLCCRD 290081 · MIAMI, FL$1,579,910,107.00Regulatory AUM · August 2026
- CREDIT BRIDGE ADVISORS LLCCRD 332233$200,000,000.00Regulatory AUM · August 2026
- CREDIT CAPITAL INVESTMENTS, LLCCRD 160537 · LIVINGSTON, NJ$444,040,406.00Regulatory AUM · August 2026
- CREEK DRIVE MANAGEMENT GROUP LLCCRD 332075$190,057,633.00Regulatory AUM · August 2026
- CREEKMUR ASSET MANAGEMENT, LLCCRD 306903 · MORTON, IL$800,048,313.00Regulatory AUM · August 2026