Adviser profiles A–Z

Profiles of investment advisers (SEC file numbers 801-) and exempt reporting advisers (802-) that are still in the current Form ADV data and have a Form ADV filing recorded in the last 18 months, 250 to a page, A–Z by legal name. Historical records, state-registered advisers and profiles that have not been updated recently are not listed here.

This list is not a ranking. For a short, selected list, see Adviser profiles.

Page 12 of 95

BEACON CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-73431

Source date

March 31, 2026
BEACON CAPITAL, LLC
Investment adviser

SEC file number

801-120315

Source date

April 22, 2026
BEACON COAST PARTNERS, LLC
Investment adviser

SEC file number

801-136306

Source date

June 10, 2026
BEACON FINANCIAL ADVISORS LTD
Investment adviser

SEC file number

801-43463

Source date

June 9, 2026
BEACON FINANCIAL ADVISORS, INC.
Investment adviser

SEC file number

801-77929

Source date

March 30, 2026
BEACON FINANCIAL ADVISORY LLC
Investment adviser

SEC file number

801-108381

Source date

March 17, 2026
BEACON FINANCIAL PLANNING, INC
Investment adviser

SEC file number

801-113811

Source date

August 14, 2026
BEACON FINANCIAL STRATEGIES CORP.
Investment adviser

SEC file number

801-110734

Source date

February 11, 2026
BEACON GLOBAL ADVISOR NETWORK, LLC
Investment adviser

SEC file number

801-110724

Source date

March 31, 2026
BEACON HARBOR WEALTH ADVISORS, INC.
Investment adviser

SEC file number

801-114773

Source date

July 9, 2026
BEACON HILL WEALTH MANAGEMENT LTD
Investment adviser

SEC file number

801-129439

Source date

September 17, 2026
BEACON INVESTMENT ADVISORS LLC
Investment adviser

SEC file number

801-125799

Source date

March 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.
Investment adviser

SEC file number

801-96256

Source date

July 27, 2026
BEACON POINTE ADVISORS, LLC
Investment adviser

SEC file number

801-60943

Source date

August 31, 2026
BEACON RETIREMENT PLANNING SERVICES INC.
Investment adviser

SEC file number

801-57962

Source date

March 13, 2026
BEACON WEALTH CONSULTANTS, INC.
Investment adviser

SEC file number

801-118970

Source date

August 18, 2026
BEACON WEALTHCARE LLC
Investment adviser

SEC file number

801-120334

Source date

January 20, 2026
BEACONLIGHT CAPITAL, LLC
Investment adviser

SEC file number

801-73891

Source date

March 30, 2026
BEADELL A D INVESTMENT COUNSEL INC
Investment adviser

SEC file number

801-10677

Source date

February 18, 2026
BEAGLE INVEST, LLC
Investment adviser

SEC file number

801-122117

Source date

June 17, 2026
BEAIRD HARRIS WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-51938

Source date

July 20, 2026
BEAM WEALTH ADVISORS, INC.
Investment adviser

SEC file number

801-60334

Source date

August 13, 2026
BEANSTOX INC.
Investment adviser

SEC file number

801-112877

Source date

August 6, 2026
BEANTOWN FINANCIAL ADVISORS LLC
Investment adviser

SEC file number

801-132054

Source date

January 23, 2026
BEAR CREEK ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-64862

Source date

March 24, 2026
BEAR CREEK FUND ADVISORS LLC
Investment adviser

SEC file number

801-129984

Source date

May 1, 2026
BEAR MOUNTAIN CAPITAL INC.
Investment adviser

SEC file number

801-113478

Source date

March 1, 2026
BEAR STEARNS ASSET MANAGEMENT INC.
Investment adviser

SEC file number

801-29862

Source date

March 31, 2026
BEARBULL LLC
Investment adviser

SEC file number

801-136657

Source date

June 4, 2026
BEARING POINT CAPITAL, LLC
Investment adviser

SEC file number

801-130682

Source date

August 11, 2026
BEARTOWN CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-111724

Source date

March 12, 2026
BEATON MANAGEMENT CO INC
Investment adviser

SEC file number

801-22549

Source date

March 31, 2026
BEATRICE ADVISORS LP
Investment adviser

SEC file number

801-131654

Source date

June 15, 2026
BEAU VENTURES, LLC
Investment adviser

SEC file number

801-132802

Source date

March 27, 2026
BEAUMONT ASSET MANAGEMENT, L.L.C.
Investment adviser

SEC file number

801-107451

Source date

June 26, 2026
BEAUMONT FINANCIAL ADVISORS, LLC
Investment adviser

SEC file number

801-126715

Source date

March 24, 2026
BEAUMONT VENTURES LLC
Exempt reporting adviser

SEC file number

802-131419

Source date

March 31, 2026
BEAUWIN, LLC
Exempt reporting adviser

SEC file number

802-132027

Source date

March 30, 2026
BEB CREDIT MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-128953

Source date

March 10, 2026
BEBRIGHT INC
Exempt reporting adviser

SEC file number

802-134306

Source date

February 2, 2026
BECK ASSET MANAGEMENT AG
Investment adviser

SEC file number

801-76559

Source date

March 12, 2026
BECK BODE LLC
Investment adviser

SEC file number

801-107188

Source date

September 25, 2026
BECK CAPITAL MANAGEMENT LLC
Investment adviser

SEC file number

801-70977

Source date

September 23, 2026
BECK, MACK & OLIVER LLC
Investment adviser

SEC file number

801-482

Source date

March 25, 2026
BECKER CAPITAL MANAGEMENT INC
Investment adviser

SEC file number

801-11781

Source date

March 31, 2026
BECKERMAN INSTITUTIONAL, LLC
Investment adviser

SEC file number

801-120898

Source date

March 18, 2026
BECKETTS S.A.R.L.
Exempt reporting adviser

SEC file number

802-134478

Source date

March 17, 2026
BEDEL FINANCIAL CONSULTING INC
Investment adviser

SEC file number

801-34764

Source date

August 5, 2026
BEDFORD RIDGE CAPITAL LP
Investment adviser

SEC file number

801-119465

Source date

March 31, 2026
BEDMINSTER L.L.C.
Investment adviser

SEC file number

801-58083

Source date

February 17, 2026
BEDROCK FUND MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-112397

Source date

March 23, 2026
BEE PARTNERS MANAGEMENT COMPANY, LLC
Exempt reporting adviser

SEC file number

802-74434

Source date

March 30, 2026
BEECH TREE PE LLP
Exempt reporting adviser

SEC file number

802-120104

Source date

August 21, 2026
BEECKEN PETTY O'KEEFE & COMPANY, LLC
Investment adviser

SEC file number

801-73326

Source date

March 26, 2026
BEEKMAN INVESTMENT ADVISORS, LLC
Investment adviser

SEC file number

801-81180

Source date

May 15, 2026
BEENEXT CAPITAL MANAGEMENT PTE. LTD.
Exempt reporting adviser

SEC file number

802-118506

Source date

March 30, 2026
BEERS KIGHT FINANCIAL ADVISORS, LLC
Investment adviser

SEC file number

801-73105

Source date

March 27, 2026
BEESE, FULMER INVESTMENT MANAGEMENT, INC.
Investment adviser

SEC file number

801-15485

Source date

July 6, 2026
BEHRMAN BROTHERS MANAGEMENT COMPANY L.P.
Investment adviser

SEC file number

801-73428

Source date

March 17, 2026
BEIJING DEFU YUEAN INVESTMENT CONSULTING CO., LTD.
Exempt reporting adviser

SEC file number

802-130128

Source date

March 31, 2026
BEIJING EQUITY INVESTMENT DEVELOPMENT MANAGEMENT CO., LTD.
Exempt reporting adviser

SEC file number

802-76147

Source date

July 31, 2026
BEIJING HONY QIYUAN ENTERPRISE MANAGEMENT CO., LTD
Exempt reporting adviser

SEC file number

802-134088

Source date

March 27, 2026
BEILLION CAPITAL LLC
Exempt reporting adviser

SEC file number

802-135827

Source date

March 11, 2026
BEIRNE WEALTH CONSULTING SERVICES, LLC
Investment adviser

SEC file number

801-77726

Source date

August 17, 2026
BEK SEGEV MANAGEMENT LTD
Exempt reporting adviser

SEC file number

802-112418

Source date

March 30, 2026
BELAY INVESTMENT GROUP, LLC
Investment adviser

SEC file number

801-107351

Source date

April 2, 2026
BELGRAVE CAPITAL MANAGEMENT LTD.
Exempt reporting adviser

SEC file number

802-127527

Source date

November 20, 2025
BELHEALTH INVESTMENT PARTNERS, LLC
Investment adviser

SEC file number

801-80963

Source date

March 16, 2026
BELIEF, LLC
Exempt reporting adviser

SEC file number

802-127770

Source date

February 12, 2026
BELL & BROWN WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-96196

Source date

February 6, 2026
BELL ASSET MANAGEMENT LIMITED
Investment adviser

SEC file number

801-69384

Source date

March 25, 2026
BELL ASSET MANAGEMENT USA INC
Investment adviser

SEC file number

801-55446

Source date

March 25, 2026
BELL CITY WEALTH, INC.
Investment adviser

SEC file number

801-128174

Source date

February 20, 2026
BELL HILL MANAGER LLC
Exempt reporting adviser

SEC file number

802-127679

Source date

March 24, 2026
BELL INVESTMENT ADVISORS INC
Investment adviser

SEC file number

801-56417

Source date

June 11, 2026
BELL PARTNERS INVESTMENT MANAGER, LLC
Investment adviser

SEC file number

801-129580

Source date

July 31, 2026
BELLARS HARRIS WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-134785

Source date

April 30, 2026
BELLATORE FINANCIAL, INC.
Investment adviser

SEC file number

801-68251

Source date

September 5, 2026
BELLE HAVEN INVESTMENTS, L.P.
Investment adviser

SEC file number

801-62290

Source date

July 1, 2026
BELLEAIR ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-112148

Source date

July 29, 2026
BELLEAIR WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-134914

Source date

March 18, 2026
BELLECAPITAL INTERNATIONAL AG
Investment adviser

SEC file number

801-72584

Source date

March 25, 2026
BELLERIVE CAPITAL, LLC
Investment adviser

SEC file number

801-137225

Source date

August 5, 2026
BELLEVUE ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-62579

Source date

February 20, 2026
BELLINGHAM CAPITAL MANAGEMENT, INC.
Investment adviser

SEC file number

801-123303

Source date

August 18, 2026
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
Investment adviser

SEC file number

801-132844

Source date

May 6, 2026
BELLTOWER PARTNERS LLC
Investment adviser

SEC file number

801-131378

Source date

March 31, 2026
BELLWETHER ADVISORS, LLC
Investment adviser

SEC file number

801-114600

Source date

September 4, 2026
BELLWETHER CONSULTING LLC
Investment adviser

SEC file number

801-60078

Source date

March 24, 2026
BELLWETHER INVESTMENT GROUP, LLC
Investment adviser

SEC file number

801-69529

Source date

February 10, 2026
BELMONT PRIVATE WEALTH
Investment adviser

SEC file number

801-130561

Source date

September 10, 2026
BELPOINTE ASSET MANAGEMENT LLC
Investment adviser

SEC file number

801-69329

Source date

May 13, 2026
BELVERON REAL ESTATE PARTNERS, LLC
Investment adviser

SEC file number

801-107301

Source date

June 18, 2026
BELZBERG INVESTMENTS LLC
Investment adviser

SEC file number

801-122124

Source date

September 16, 2026
BEMANAGED FINANCIAL SERVICES, INC.
Investment adviser

SEC file number

801-70678

Source date

March 31, 2026
BENCH WALK ADVISORS LLC
Investment adviser

SEC file number

801-125767

Source date

June 15, 2026
BENCHMARK ADVISORY SERVICES, LLC
Investment adviser

SEC file number

801-117417

Source date

June 30, 2026
BENCHMARK CAPITAL GROUP LTD.
Investment adviser

SEC file number

801-120729

Source date

September 17, 2026
BENCHMARK CAPITAL HOLDINGS CO. LLC
Exempt reporting adviser

SEC file number

802-75842

Source date

March 24, 2026
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Investment adviser

SEC file number

801-110764

Source date

May 18, 2026
BENCHMARK FINANCIAL, LLC
Investment adviser

SEC file number

801-131977

Source date

January 8, 2026
BENCHMARK INVESTMENT ADVISORS LLC
Investment adviser

SEC file number

801-73022

Source date

March 31, 2026
BENCHMARK ISRAEL VC 2007 LTD
Exempt reporting adviser

SEC file number

802-75560

Source date

March 24, 2026
BENCHMARK PLUS MANAGEMENT, LLC
Investment adviser

SEC file number

801-62490

Source date

March 31, 2026
BENCHSTONE CAPITAL MANAGEMENT LP
Investment adviser

SEC file number

801-129623

Source date

July 22, 2026
BENCHSTRENGTH MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-127501

Source date

June 3, 2026
BENCIS CAPITAL PARTNERS BV
Exempt reporting adviser

SEC file number

802-77157

Source date

March 31, 2026
BENEDICT FINANCIAL ADVISORS, INC.
Investment adviser

SEC file number

801-77715

Source date

September 3, 2026
BENEFI GLOBAL CORP
Investment adviser

SEC file number

801-134565

Source date

February 3, 2026
BENEFIT FIDUCIARY GROUP LLC
Investment adviser

SEC file number

801-113176

Source date

January 28, 2026
BENEFIT STREET PARTNERS L.L.C.
Investment adviser

SEC file number

801-72843

Source date

July 30, 2026
BENEFIT STREET PARTNERS LIMITED
Investment adviser

SEC file number

801-74223

Source date

May 7, 2026
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.
Investment adviser

SEC file number

801-121944

Source date

April 23, 2026
BENGAL ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-112905

Source date

March 30, 2026
BENIN MANAGEMENT CORP
Investment adviser

SEC file number

801-9326

Source date

July 1, 2026
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
Investment adviser

SEC file number

801-71421

Source date

September 21, 2026
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-113797

Source date

March 31, 2026
BENJAMIN SECURITIES, INC.
Investment adviser

SEC file number

801-30987

Source date

September 29, 2025
BENNETT SELBY INVESTMENTS LIMITED PARTNERSHIP
Investment adviser

SEC file number

801-119670

Source date

March 9, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC
Investment adviser

SEC file number

801-79441

Source date

February 9, 2026
BENNINGTON FINANCIAL PLANNING GROUP
Investment adviser

SEC file number

801-118801

Source date

March 17, 2026
BENOLD FINANCIAL PLANNING INC.
Investment adviser

SEC file number

801-132320

Source date

January 21, 2026
BEN'S BITES CAPITAL SERVICES, LLC
Exempt reporting adviser

SEC file number

802-129820

Source date

February 4, 2026
BENSLER, LLC
Investment adviser

SEC file number

801-119764

Source date

June 30, 2026
BENSON CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-127624

Source date

March 20, 2026
BENSON WEALTH MANAGEMENT, INC.
Investment adviser

SEC file number

801-135748

Source date

May 7, 2026
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
Investment adviser

SEC file number

801-24618

Source date

July 30, 2026
BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC
Investment adviser

SEC file number

801-65113

Source date

July 30, 2026
BENTHAM WEALTH ADVISORS INC
Investment adviser

SEC file number

801-130680

Source date

March 9, 2026
BENTLEY FINANCIAL GROUP, INC.
Investment adviser

SEC file number

801-120187

Source date

February 6, 2026
BEQUEST CAPITAL LLC
Investment adviser

SEC file number

801-132784

Source date

June 11, 2025
BERCH CAPITAL LLC
Exempt reporting adviser

SEC file number

802-136826

Source date

August 6, 2026
BERENBERG ASSET MANAGEMENT LLC
Investment adviser

SEC file number

801-79887

Source date

July 17, 2026
BERESH, PATRICK MICHAEL
Investment adviser

SEC file number

801-118214

Source date

February 18, 2026
BERGAMOT ASSET MANAGEMENT LP
Investment adviser

SEC file number

801-136089

Source date

May 1, 2026
BERGEN PARK CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-130596

Source date

March 31, 2026
BERGER FINANCIAL GROUP, LLC
Investment adviser

SEC file number

801-118923

Source date

September 3, 2026
BERILIUM TECHNOLOGIES, INC.
Investment adviser

SEC file number

801-128216

Source date

March 31, 2026
BERINGEA, LLC
Investment adviser

SEC file number

801-74510

Source date

May 5, 2026
BERKADIA CAPITAL ADVISORS LLC
Investment adviser

SEC file number

801-120783

Source date

March 16, 2026
BERKELEY ADVISORS, INC.
Investment adviser

SEC file number

801-131712

Source date

February 5, 2026
BERKELEY CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-132716

Source date

March 12, 2026
BERKELEY CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-106521

Source date

March 31, 2026
BERKELEY PARTNERS MANAGEMENT, LLC
Investment adviser

SEC file number

801-108092

Source date

June 8, 2026
BERKELEY SKYDECK FUND I GP, LLC
Exempt reporting adviser

SEC file number

802-131925

Source date

March 31, 2026
BERKELEY, INC
Investment adviser

SEC file number

801-62959

Source date

February 25, 2026
BERKSHIRE ADVISORS, INC.
Investment adviser

SEC file number

801-126064

Source date

March 31, 2026
BERKSHIRE ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-68485

Source date

March 30, 2026
BERKSHIRE CAPITAL HOLDINGS INC
Investment adviser

SEC file number

801-53149

Source date

March 9, 2026
BERKSHIRE MONEY MANAGEMENT, INC.
Investment adviser

SEC file number

801-61763

Source date

March 11, 2026
BERKSHIRE PARTNERS LLC
Investment adviser

SEC file number

801-73336

Source date

March 27, 2026
BERKSHIRE PROPERTY ADVISORS, LLC
Investment adviser

SEC file number

801-73998

Source date

March 30, 2026
BERLA INVESTMENT CONSULTING
Investment adviser

SEC file number

801-26502

Source date

May 18, 2026
BERLIN, JONATHAN ANTONIO MEZA
Investment adviser

SEC file number

801-129828

Source date

June 22, 2026
BERMAN CAPITAL GROUP LLC
Exempt reporting adviser

SEC file number

802-130579

Source date

January 9, 2026
BERMAN MCALEER, LLC
Investment adviser

SEC file number

801-131830

Source date

March 3, 2026
BERMUDA INVESTMENT ADVISORY SERVICES LIMITED
Investment adviser

SEC file number

801-61310

Source date

September 29, 2025
BERNARD & JOHNSON, LLC
Investment adviser

SEC file number

801-134382

Source date

July 2, 2026
BERNARD CAROLI WEALTH MANAGEMENT INC.
Investment adviser

SEC file number

801-89173

Source date

February 12, 2026
BERNARD WEALTH MANAGEMENT CORP.
Investment adviser

SEC file number

801-119146

Source date

July 23, 2026
BERNARDI ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-68608

Source date

November 19, 2025
BERNARDO WEALTH PLANNING, LLC
Investment adviser

SEC file number

801-110661

Source date

March 11, 2026
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Investment adviser

SEC file number

801-80105

Source date

March 30, 2026
BERNICKE WEALTH MANAGEMENT, LTD.
Investment adviser

SEC file number

801-132485

Source date

May 26, 2026
BERNSTEIN INSTITUTIONAL SERVICES LLC
Investment adviser

SEC file number

801-129468

Source date

May 4, 2026
BERNZOTT CAPITAL ADVISORS
Investment adviser

SEC file number

801-56940

Source date

April 20, 2026
BERRY WEALTH GROUP, LP
Investment adviser

SEC file number

801-128496

Source date

April 22, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Investment adviser

SEC file number

801-62277

Source date

March 27, 2026
BERTOLET CAPITAL LLC
Investment adviser

SEC file number

801-61782

Source date

January 7, 2026
BERTRAM CAPITAL MANAGEMENT LLC
Investment adviser

SEC file number

801-73550

Source date

June 1, 2026
BERYL CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-110252

Source date

March 31, 2026
BESPOKE ADVISORY LLC
Investment adviser

SEC file number

801-127194

Source date

April 3, 2026
BESPOKE CAPITAL PARTNERS LLC
Exempt reporting adviser

SEC file number

802-121811

Source date

July 27, 2026
BESPOKE INVESTMENT GROUP, LLC
Investment adviser

SEC file number

801-120306

Source date

March 5, 2026
BESSEMER INVESTMENT MANAGEMENT LLC
Investment adviser

SEC file number

801-60185

Source date

March 23, 2026
BEST LIFE INFINITY, LLC
Investment adviser

SEC file number

801-126123

Source date

March 25, 2026
BESTGATE WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-132305

Source date

February 11, 2026
BESTIGE HOLDINGS, LLC
Investment adviser

SEC file number

801-128508

Source date

June 12, 2026
BETA CAPITAL MANAGEMENT LLC
Investment adviser

SEC file number

801-106772

Source date

September 24, 2026
BETA CREATIVE TECHNOLOGY INC.
Exempt reporting adviser

SEC file number

802-137383

Source date

August 26, 2026
BETA INNOVATION TECHNOLOGY INC
Exempt reporting adviser

SEC file number

802-135127

Source date

December 9, 2025
BETA WEALTH GROUP, INC
Investment adviser

SEC file number

801-77060

Source date

June 4, 2026
BETA.VENTURES CAPITAL, LLC
Exempt reporting adviser

SEC file number

802-127445

Source date

March 18, 2026
BETAWORKS VENTURES MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-108842

Source date

March 31, 2026
BETO FINANCIAL GROUP, LLC
Investment adviser

SEC file number

801-118952

Source date

April 28, 2026
BETRO MILESZKO & COMPANY, LLC
Investment adviser

SEC file number

801-120782

Source date

March 26, 2026
BETTER FINANCIAL SERVICES, LLC
Investment adviser

SEC file number

801-137261

Source date

September 15, 2026
BETTER VENTURES CENTRAL LLC
Exempt reporting adviser

SEC file number

802-127145

Source date

March 25, 2026
BETTER WAY LLC
Investment adviser

SEC file number

801-127907

Source date

May 21, 2026
BETTEREDGE CAPITAL LLC
Investment adviser

SEC file number

801-131941

Source date

September 2, 2026
BETTERMENT LLC
Investment adviser

SEC file number

801-70171

Source date

July 31, 2026
BETTERWEALTH LLC
Investment adviser

SEC file number

801-96317

Source date

September 15, 2026
BETTOR CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-122970

Source date

March 30, 2026
BEUTEL, GOODMAN & COMPANY LTD.
Investment adviser

SEC file number

801-64420

Source date

March 30, 2026
BEV-E GP SARL
Exempt reporting adviser

SEC file number

802-117213

Source date

April 1, 2026
BEVERLY HILLS PRIVATE WEALTH, LLC
Investment adviser

SEC file number

801-126697

Source date

March 19, 2026
BEWATER CONSULTORIA AOGF LTDA.
Exempt reporting adviser

SEC file number

802-127708

Source date

March 16, 2026
BEWATER CONSULTORIA ASPVS LTDA
Exempt reporting adviser

SEC file number

802-127709

Source date

March 16, 2026
BEX CAPITAL SARL
Exempt reporting adviser

SEC file number

802-131885

Source date

March 27, 2026
BEXIL ADVISERS LLC
Investment adviser

SEC file number

801-71976

Source date

February 17, 2026
BEXLEY CAPITAL PARTNERS LLC
Exempt reporting adviser

SEC file number

802-135601

Source date

February 17, 2026
BEYDA, GIL
Exempt reporting adviser

SEC file number

802-132035

Source date

January 29, 2026
BEY-DOUGLAS, LLC
Investment adviser

SEC file number

801-126175

Source date

March 16, 2026
BEYOND EARTH LLC
Exempt reporting adviser

SEC file number

802-136721

Source date

June 11, 2026
BEYOND FINANCIAL SERVICES
Investment adviser

SEC file number

801-108878

Source date

February 13, 2026
BEYOND INVESTING LLC
Investment adviser

SEC file number

801-116758

Source date

March 18, 2026
BEYOND WEALTH MANAGEMENT GROUP, LLC
Investment adviser

SEC file number

801-112673

Source date

March 12, 2026
BEYOND YOUR HAMMOCK LLC
Investment adviser

SEC file number

801-136136

Source date

June 24, 2026
BFAM PARTNERS (HONG KONG) LIMITED
Exempt reporting adviser

SEC file number

802-131037

Source date

June 26, 2026
BFC PLANNING, INC.
Investment adviser

SEC file number

801-67427

Source date

March 27, 2026
BFF MANAGEMENT CO., LLC
Exempt reporting adviser

SEC file number

802-130033

Source date

March 12, 2026
BFI INFINITY LTD.
Investment adviser

SEC file number

801-72602

Source date

March 12, 2026
BFI WEALTH SOLUTIONS, LLC
Investment adviser

SEC file number

801-130638

Source date

March 25, 2026
BFINANCE US LTD.
Investment adviser

SEC file number

801-113782

Source date

June 4, 2026
B-FLEXION FUND MANAGEMENT (IRELAND) LIMITED
Exempt reporting adviser

SEC file number

802-130567

Source date

March 20, 2026
B-FLEXION FUND MANAGEMENT (JERSEY) LIMITED
Exempt reporting adviser

SEC file number

802-123196

Source date

March 27, 2026
BFO INVESTMENTS LLC
Exempt reporting adviser

SEC file number

802-80688

Source date

January 6, 2026
BFSG, LLC
Investment adviser

SEC file number

801-67796

Source date

June 15, 2026
BFV MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-121251

Source date

April 3, 2025
BG INVESTMENT SERVICES, LLC
Investment adviser

SEC file number

801-106887

Source date

July 15, 2026
BG WEALTH SHARING LTD
Exempt reporting adviser

SEC file number

802-134353

Source date

August 15, 2025
BGH CAPITAL PTY LTD
Exempt reporting adviser

SEC file number

802-114116

Source date

September 23, 2025
BGM WEALTH PARTNERS, LLC
Investment adviser

SEC file number

801-53285

Source date

January 19, 2026
BGO US REAL ESTATE LP
Investment adviser

SEC file number

801-73605

Source date

July 30, 2026
BGV FINANCIAL ADVISORS USA, LLC
Investment adviser

SEC file number

801-128743

Source date

March 30, 2026
BGV MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-118590

Source date

March 31, 2026
BGV VC MANAGEMENT LLC
Investment adviser

SEC file number

801-135137

Source date

March 31, 2026
BH ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-70867

Source date

July 6, 2026
BH CREDIT MANAGEMENT LLC
Investment adviser

SEC file number

801-123071

Source date

August 19, 2026
BH3 FUND ADVISORS, LLC
Investment adviser

SEC file number

801-130429

Source date

July 7, 2026
BHARCAP PARTNERS, LLC
Investment adviser

SEC file number

801-126545

Source date

March 29, 2026
BHC TOPCO MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-130811

Source date

March 30, 2026
BHC WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-135158

Source date

March 20, 2026
BHK INVESTMENT ADVISORS, LLC
Investment adviser

SEC file number

801-66669

Source date

April 27, 2026
BHK SECURITIES, LLC
Investment adviser

SEC file number

801-67198

Source date

March 26, 2026
BHMS INVESTMENTS, LP
Investment adviser

SEC file number

801-126219

Source date

March 27, 2026
BIASAFE SECURITIES USA CORP
Investment adviser

SEC file number

801-136735

Source date

July 29, 2026
BICE WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-134990

Source date

March 30, 2026
BICYCLE MANAGEMENT COMPANY, L.P.
Investment adviser

SEC file number

801-135669

Source date

March 25, 2026
BIENVILLE CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-69892

Source date

March 10, 2026
BIG LEAGUE ADVANCE, LLC
Investment adviser

SEC file number

801-125859

Source date

April 1, 2026
BIG ROCK ADVISORS LLC
Investment adviser

SEC file number

801-137259

Source date

September 16, 2026
BIG SIOUX FINANCIAL, INC.
Investment adviser

SEC file number

801-118350

Source date

February 27, 2026
BIG SKY INVESTMENT MANAGER, LLC
Exempt reporting adviser

SEC file number

802-135532

Source date

August 6, 2026
BIG SKY WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-130247

Source date

June 10, 2026
BIG VENTURES MANAGEMENT COMPANY, LLC
Exempt reporting adviser

SEC file number

802-110842

Source date

March 25, 2026
BIGELOW INVESTMENT ADVISORS, LLC
Investment adviser

SEC file number

801-67875

Source date

May 8, 2026
BIGLARI CAPITAL LLC
Investment adviser

SEC file number

801-78141

Source date

March 28, 2026
BIGR VENTURES GP LLC
Exempt reporting adviser

SEC file number

802-127925

Source date

July 23, 2025
BIGSUR WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-69024

Source date

March 23, 2026