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 44 of 95

ILLUMINE INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-120043

Source date

February 18, 2026
ILS ADVISORY SERVICES, LLC
Investment adviser

SEC file number

801-131370

Source date

March 23, 2026
IM GLOBAL PARTNER FUND MANAGEMENT LLC
Investment adviser

SEC file number

801-52710

Source date

March 30, 2026
IM WEALTH PARTNERS INVESTMENT ADVISORS LLC
Investment adviser

SEC file number

801-135875

Source date

September 4, 2026
IMA ADVISORY SERVICES, INC.
Investment adviser

SEC file number

801-79108

Source date

May 19, 2026
IMAGINARY VENTURE CAPITAL ADVISERS, LLC
Exempt reporting adviser

SEC file number

802-134444

Source date

March 30, 2026
IMAGINARY VENTURE CAPITAL MANAGEMENT, L.P.
Exempt reporting adviser

SEC file number

802-112312

Source date

March 30, 2026
IMAGINE VENTURES MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-123676

Source date

March 23, 2026
IMB DEVELOPMENT CORPORATION LLC
Exempt reporting adviser

SEC file number

802-126868

Source date

March 30, 2026
IMBER FINANCIAL GROUP, LLC
Investment adviser

SEC file number

801-136712

Source date

August 25, 2026
IMBIBA GROWTH LLP
Exempt reporting adviser

SEC file number

802-128730

Source date

June 30, 2026
IMBOLC, INC.
Exempt reporting adviser

SEC file number

802-134133

Source date

February 6, 2026
IME VISVA INVESTMENT SERVICES PRIVATE LIMITED
Investment adviser

SEC file number

801-137235

Source date

August 6, 2026
IMG WEALTH MANAGEMENT, INC.
Investment adviser

SEC file number

801-129719

Source date

February 16, 2026
IMM INVESTMENT SINGAPORE PTE. LTD.
Exempt reporting adviser

SEC file number

802-133788

Source date

June 1, 2026
IMMACULATE WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-132448

Source date

March 2, 2026
IMMAD AKHUND VENTURES MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-135736

Source date

March 2, 2026
IMPACT AMERICA MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-107615

Source date

March 20, 2026
IMPACT CAPITAL PARTNERS LLC
Investment adviser

SEC file number

801-129440

Source date

March 3, 2026
IMPACT CAPITAL, LLC
Investment adviser

SEC file number

801-123536

Source date

March 19, 2026
IMPACT ENGINE MANAGEMENT, PBC
Investment adviser

SEC file number

801-128444

Source date

August 5, 2026
IMPACT FIDUCIARY LLC
Investment adviser

SEC file number

801-134918

Source date

July 28, 2026
IMPACT INVESTMENT ADVISER LLC
Investment adviser

SEC file number

801-70153

Source date

March 13, 2026
IMPACT INVESTORS, INC.
Investment adviser

SEC file number

801-118267

Source date

August 5, 2026
IMPACT PARTNERSHIP WEALTH, LLC
Investment adviser

SEC file number

801-121239

Source date

September 10, 2026
IMPACT RETIREMENT ADVISORS, LLC
Investment adviser

SEC file number

801-130284

Source date

March 30, 2026
IMPACTA VC, LLC
Exempt reporting adviser

SEC file number

802-122981

Source date

March 6, 2026
IMPACTASSETS CAPITAL PARTNERS PB LLC
Investment adviser

SEC file number

801-122935

Source date

June 26, 2026
IMPACTFOLIO LLC
Investment adviser

SEC file number

801-121482

Source date

February 22, 2026
IMPACTIVE CAPITAL LP
Investment adviser

SEC file number

801-114446

Source date

March 26, 2026
IMPAQTO CAPITAL LLC
Exempt reporting adviser

SEC file number

802-137343

Source date

August 20, 2026
IMPATIENT VENTURES MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-135559

Source date

February 12, 2026
IMPAX ASSET MANAGEMENT (AIFM) LTD.
Investment adviser

SEC file number

801-79931

Source date

July 30, 2026
IMPAX ASSET MANAGEMENT IRELAND LIMITED
Exempt reporting adviser

SEC file number

802-137188

Source date

July 30, 2026
IMPAX ASSET MANAGEMENT LLC
Investment adviser

SEC file number

801-8517

Source date

December 22, 2025
IMPAX ASSET MANAGEMENT, LTD.
Investment adviser

SEC file number

801-67631

Source date

December 22, 2025
IMPELLENT VENTURES, LLC
Exempt reporting adviser

SEC file number

802-130601

Source date

March 31, 2026
IMPERATIVE MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-117931

Source date

February 5, 2026
IMPERIAL CAPITAL LIMITED
Exempt reporting adviser

SEC file number

802-122494

Source date

March 5, 2026
IMPERIAL FUND ASSET MANAGEMENT LLC
Investment adviser

SEC file number

801-123060

Source date

September 3, 2026
IMPERITY WEALTH ALLIANCE LLC
Investment adviser

SEC file number

801-134870

Source date

July 30, 2026
IMPERIUM WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-112900

Source date

February 6, 2026
IMPILO HEALTHCARE HOLDING AB
Exempt reporting adviser

SEC file number

802-133809

Source date

March 31, 2026
IMPILO HOLDING AB
Exempt reporting adviser

SEC file number

802-131579

Source date

March 30, 2026
IMPRESA MANAGEMENT LLC
Investment adviser

SEC file number

801-79266

Source date

June 26, 2026
IMPRINT WEALTH LLC
Investment adviser

SEC file number

801-126084

Source date

March 31, 2026
IMPULSORA DEL FONDO MEXICO, SC
Investment adviser

SEC file number

801-16064

Source date

March 23, 2026
IMZ ADVISORY INC.
Investment adviser

SEC file number

801-122106

Source date

August 12, 2026
IN ON CAPITAL ADVISORS LLC
Investment adviser

SEC file number

801-117554

Source date

March 26, 2026
INATAI INVESTMENT MANAGEMENT CO. LLC
Investment adviser

SEC file number

801-129651

Source date

May 11, 2026
INCA INVESTMENTS, LLC
Investment adviser

SEC file number

801-63234

Source date

April 14, 2026
INCASA LLC
Investment adviser

SEC file number

801-80811

Source date

March 31, 2026
INCE CAPITAL LTD.
Exempt reporting adviser

SEC file number

802-117374

Source date

April 10, 2026
INCENTIVE AS
Investment adviser

SEC file number

801-101477

Source date

May 22, 2026
INCEPTIONR LLC
Investment adviser

SEC file number

801-122052

Source date

March 10, 2026
INCEPTIV MANAGEMENT, LP
Investment adviser

SEC file number

801-128422

Source date

March 31, 2026
INCISION CAPITAL MANAGEMENT LP
Investment adviser

SEC file number

801-136618

Source date

June 3, 2026
INCLINE GLOBAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-76692

Source date

March 31, 2026
INCLINE MANAGEMENT, L.P.
Investment adviser

SEC file number

801-72683

Source date

April 27, 2026
INCLUDE VENTURE PARTNERS MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-130712

Source date

March 18, 2026
INCLUSIVE CAPITAL PARTNERS, L.P.
Exempt reporting adviser

SEC file number

802-137544

Source date

September 17, 2026
INCOME & ASSET ADVISORY, INC.
Investment adviser

SEC file number

801-69801

Source date

August 19, 2026
INCOME FOCUS PORTFOLIO MANAGEMENT, LLC
Investment adviser

SEC file number

801-77168

Source date

February 12, 2026
INCOME RESEARCH + MANAGEMENT
Investment adviser

SEC file number

801-29482

Source date

August 24, 2026
INCOMPASS FINANCIAL PARTNERS, LLC
Investment adviser

SEC file number

801-123067

Source date

February 23, 2026
INCRED GLOBAL WEALTH PTE. LTD.
Exempt reporting adviser

SEC file number

802-131672

Source date

June 25, 2026
INCREMENTUM CAPITAL PARTNERS LLC
Exempt reporting adviser

SEC file number

802-134591

Source date

February 2, 2026
INCUBATE FUND MANAGEMENT PTE. LTD.
Exempt reporting adviser

SEC file number

802-129653

Source date

March 9, 2026
INCUBATE FUND US GP, L.L.C.
Exempt reporting adviser

SEC file number

802-120922

Source date

March 31, 2026
INCUS CAPITAL ADVISORS, SA
Exempt reporting adviser

SEC file number

802-79740

Source date

March 31, 2026
INDAGO CAPITAL LLC
Investment adviser

SEC file number

801-129827

Source date

May 21, 2026
INDELIBLE VENTURES, LLC
Exempt reporting adviser

SEC file number

802-122880

Source date

March 27, 2026
INDELIBLE WEALTH GROUP LLC
Investment adviser

SEC file number

801-129652

Source date

February 5, 2026
INDEPENDENCE ASSET ADVISORS, LLC
Investment adviser

SEC file number

801-71867

Source date

March 24, 2026
INDEPENDENCE CAPITAL CO., INC.
Investment adviser

SEC file number

801-136903

Source date

September 11, 2026
INDEPENDENCE FINANCIAL ADVISORS, LLC
Investment adviser

SEC file number

801-81025

Source date

December 19, 2025
INDEPENDENCE SQUARE HOLDINGS, LLC
Investment adviser

SEC file number

801-116750

Source date

March 6, 2026
INDEPENDENCE WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-130211

Source date

June 11, 2026
INDEPENDENT ACCESS PARTNERS, LLC
Investment adviser

SEC file number

801-130785

Source date

August 12, 2026
INDEPENDENT ADVISOR ALLIANCE, LLC
Investment adviser

SEC file number

801-78808

Source date

August 19, 2026
INDEPENDENT FAMILY OFFICE, LLC
Investment adviser

SEC file number

801-74757

Source date

April 21, 2026
INDEPENDENT FINANCIAL ADVISORS, INC.
Investment adviser

SEC file number

801-127773

Source date

February 25, 2026
INDEPENDENT FINANCIAL GROUP, LLC
Investment adviser

SEC file number

801-62667

Source date

March 17, 2026
INDEPENDENT FRANCHISE PARTNERS LLP
Investment adviser

SEC file number

801-70126

Source date

July 2, 2026
INDEPENDENT INVESTORS INC
Investment adviser

SEC file number

801-19338

Source date

September 22, 2026
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-69708

Source date

March 24, 2026
INDEPENDENT WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-129370

Source date

June 22, 2026
INDEPENDENT WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-135737

Source date

July 8, 2026
INDEPENDENT WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-120528

Source date

May 21, 2026
INDEPENDENT WEALTH NETWORK, INC.
Investment adviser

SEC file number

801-110559

Source date

March 30, 2026
IN-DEPTH PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-133735

Source date

March 17, 2026
INDEX FINANCIAL ADVISORS LLC
Investment adviser

SEC file number

801-136744

Source date

August 5, 2026
INDEX FUND ADVISORS, INC.
Investment adviser

SEC file number

801-57978

Source date

March 25, 2026
INDEX TECHNOLOGIES GROUP LLC
Investment adviser

SEC file number

801-128809

Source date

April 27, 2026
INDEX VENTURES SA
Exempt reporting adviser

SEC file number

802-75760

Source date

March 31, 2026
INDEXPERTS, LLC
Investment adviser

SEC file number

801-121667

Source date

March 26, 2026
INDFIN LLC
Investment adviser

SEC file number

801-123744

Source date

January 27, 2026
INDIA CAPITAL LLC
Investment adviser

SEC file number

801-119546

Source date

March 25, 2026
INDIA CAPITAL MANAGEMENT LIMITED
Investment adviser

SEC file number

801-77056

Source date

December 23, 2025
INDIA CAPITAL SERVICES LIMITED
Exempt reporting adviser

SEC file number

802-75631

Source date

December 23, 2025
INDIA QUOTIENT ADVISERS LLP
Exempt reporting adviser

SEC file number

802-134887

Source date

June 30, 2026
INDIA RESURGENCE ASSET MANAGEMENT BUSINESS PRIVATE LIMITED
Exempt reporting adviser

SEC file number

802-119272

Source date

June 29, 2026
INDIANO CAPITAL MANAGEMENT INC.
Investment adviser

SEC file number

801-64160

Source date

March 30, 2026
INDICATOR GLOBAL INC
Exempt reporting adviser

SEC file number

802-130189

Source date

February 6, 2026
INDIE ASSET PARTNERS, LLC
Investment adviser

SEC file number

801-71728

Source date

March 19, 2026
INDIE ENTERPRISES, LLC
Exempt reporting adviser

SEC file number

802-130078

Source date

March 31, 2026
INDIGO CAPITAL LLC
Exempt reporting adviser

SEC file number

802-114929

Source date

March 27, 2026
INDIGO PARTNERS LLC
Investment adviser

SEC file number

801-101537

Source date

July 27, 2026
INDIVIDUAL ASSET MANAGEMENT, INC
Investment adviser

SEC file number

801-132369

Source date

March 27, 2026
INDIVISIBLE PARTNERS, LLC
Investment adviser

SEC file number

801-131364

Source date

September 22, 2026
IND�PENDANCE AM S.A.S.
Exempt reporting adviser

SEC file number

802-131416

Source date

March 26, 2026
INDUS CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-65262

Source date

March 30, 2026
INDUSTRIAL DEVELOPMENT FUNDING LLC
Investment adviser

SEC file number

801-113794

Source date

March 26, 2026
INDUSTRIAL OPPORTUNITY PARTNERS, LLC
Investment adviser

SEC file number

801-73743

Source date

March 16, 2026
INEFFABLE VENTURES LLC
Exempt reporting adviser

SEC file number

802-136764

Source date

September 23, 2026
INEVITABLE OUTCOMES, LLC
Exempt reporting adviser

SEC file number

802-135972

Source date

March 25, 2026
INFANGER INVESTMENT TECHNOLOGY, LLC
Investment adviser

SEC file number

801-57817

Source date

March 31, 2026
INFINEDI PARTNERS, LP
Investment adviser

SEC file number

801-117688

Source date

March 9, 2026
INFINI CAPITAL MANAGEMENT LIMITED
Exempt reporting adviser

SEC file number

802-116662

Source date

March 31, 2026
INFINITA, LLC
Exempt reporting adviser

SEC file number

802-127404

Source date

March 25, 2026
INFINITE CAPITAL LLC
Exempt reporting adviser

SEC file number

802-130168

Source date

April 1, 2026
INFINITE GIVING ADVISORY SERVICES, INC.
Investment adviser

SEC file number

801-134837

Source date

May 29, 2026
INFINITE INDIA INVESTMENT MANAGEMENT LIMITED
Exempt reporting adviser

SEC file number

802-75822

Source date

June 26, 2026
INFINITE VENTURE MANAGER X, LLC
Exempt reporting adviser

SEC file number

802-114463

Source date

February 25, 2026
INFINITUM ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-133803

Source date

March 31, 2026
INFINITY 8 INVESTMENTS, LLC
Investment adviser

SEC file number

801-136642

Source date

August 17, 2026
INFINITY ADVISORY GROUP, LLC
Investment adviser

SEC file number

801-132463

Source date

March 20, 2026
INFINITY CAPITAL ADVISORS, LLC
Investment adviser

SEC file number

801-73090

Source date

March 26, 2026
INFINITY CREDIT ADVISORY, LLC
Investment adviser

SEC file number

801-131084

Source date

March 4, 2026
INFINITY INVESTMENT ADVISORS LLC
Investment adviser

SEC file number

801-136537

Source date

July 29, 2026
INFINITY INVESTMENT MANAGEMENT HOLDINGS, LLC
Exempt reporting adviser

SEC file number

802-122259

Source date

March 30, 2026
INFINITY VENTURES CRYPTO FUND, G.P.
Exempt reporting adviser

SEC file number

802-125916

Source date

March 30, 2026
INFINITY WEALTH COUNSEL, LLC
Investment adviser

SEC file number

801-126090

Source date

February 24, 2026
INFINIUM INVESTMENT ADVISORS, LLC
Investment adviser

SEC file number

801-118226

Source date

September 17, 2026
INFLECTION CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-131299

Source date

September 10, 2026
INFLECTION MANAGING PARTNER INC.
Exempt reporting adviser

SEC file number

802-123289

Source date

March 17, 2026
INFLECTION POINT ASSET MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-135401

Source date

July 30, 2026
INFLEXION PRIVATE EQUITY PARTNERS LLP
Exempt reporting adviser

SEC file number

802-75387

Source date

June 29, 2026
INFORESIGHT INVESTMENT LIMITED
Exempt reporting adviser

SEC file number

802-116863

Source date

March 24, 2026
INFORMED VENTURES ADVISORS, LLC
Exempt reporting adviser

SEC file number

802-118694

Source date

March 31, 2026
INFRA ONE AT MANAGEMENT GMBH
Exempt reporting adviser

SEC file number

802-134781

Source date

February 27, 2026
INFRA ONE US ADVISERS LLC
Exempt reporting adviser

SEC file number

802-136478

Source date

May 13, 2026
INFRABRIDGE INVESTORS (UK) LIMITED
Exempt reporting adviser

SEC file number

802-114190

Source date

April 28, 2026
INFRANITY N.A., LLC
Exempt reporting adviser

SEC file number

802-132492

Source date

March 31, 2026
INFRARED CAPITAL PARTNERS (US) LLC
Investment adviser

SEC file number

801-123066

Source date

March 26, 2026
INFRARED CAPITAL PARTNERS LIMITED
Investment adviser

SEC file number

801-134515

Source date

May 29, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC
Investment adviser

SEC file number

801-79940

Source date

March 31, 2026
INFRASTRUCTURE SPECIALIST ASSET MANAGEMENT LTD
Exempt reporting adviser

SEC file number

802-108920

Source date

June 30, 2026
INFRAVIA CAPITAL PARTNERS
Exempt reporting adviser

SEC file number

802-113613

Source date

March 27, 2026
INFUSIVE ASSET MANAGEMENT INC.
Investment adviser

SEC file number

801-109931

Source date

March 27, 2026
INGALLS INVESTMENT MANAGEMENT, LLC
Investment adviser

SEC file number

801-5016

Source date

September 18, 2026
INGHAM RUSSELL INVESTMENT ADVISORS INC
Investment adviser

SEC file number

801-39323

Source date

March 27, 2026
INGOLD CAPITAL PTE. LTD.
Exempt reporting adviser

SEC file number

802-131086

Source date

March 25, 2026
INGOT FINANCE, INC.
Investment adviser

SEC file number

801-134281

Source date

July 14, 2026
INGRAM ADVISORY SERVICES, LLC
Investment adviser

SEC file number

801-132277

Source date

July 16, 2026
INHERENT GROUP, LP
Exempt reporting adviser

SEC file number

802-131071

Source date

March 13, 2026
INITIALIZED CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-79735

Source date

March 27, 2026
INKWELL CAPITAL LLC
Investment adviser

SEC file number

801-130180

Source date

March 30, 2026
INLAND ADVISORY SERVICES, LLC
Investment adviser

SEC file number

801-135010

Source date

August 26, 2026
INLET PRIVATE WEALTH, LLC
Investment adviser

SEC file number

801-113455

Source date

February 20, 2026
INLIGHT WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-111767

Source date

September 25, 2026
INMAN FINANCIAL SERVICES, INC.
Investment adviser

SEC file number

801-120660

Source date

April 10, 2026
INMAN JAGER WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-129713

Source date

February 27, 2026
INNEALTA CAPITAL, LLC
Investment adviser

SEC file number

801-112421

Source date

April 2, 2026
INNER LOOP CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-127817

Source date

March 17, 2026
INNING ONE MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-132698

Source date

March 31, 2026
INNIS INVESTMENTS LLC
Investment adviser

SEC file number

801-21037

Source date

January 15, 2026
INNISFREE LIMITED
Exempt reporting adviser

SEC file number

802-74745

Source date

June 26, 2026
INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD
Investment adviser

SEC file number

801-110606

Source date

January 29, 2026
INNOCAP INVESTMENT ADVISERS, LLC.
Investment adviser

SEC file number

801-128143

Source date

April 28, 2026
INNOGEN MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-137140

Source date

July 22, 2026
INNOVA ADVISORS LLC
Investment adviser

SEC file number

801-125747

Source date

August 28, 2026
INNOVA MEMPHIS, INC.
Exempt reporting adviser

SEC file number

802-80488

Source date

February 6, 2026
INNOVA WEALTH PARTNERS, LLC
Investment adviser

SEC file number

801-117798

Source date

September 24, 2026
INNOVA/6 GP SARL
Exempt reporting adviser

SEC file number

802-118004

Source date

April 11, 2025
INNOVAHEALTH PARTNERS, LP
Investment adviser

SEC file number

801-126204

Source date

August 5, 2026
INNOVATING CAPITAL MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-114164

Source date

March 31, 2026
INNOVATION ENDEAVORS III ADVISERS LLC
Exempt reporting adviser

SEC file number

802-112417

Source date

March 20, 2026
INNOVATION ENDEAVORS IV ADVISERS LLC
Exempt reporting adviser

SEC file number

802-120562

Source date

March 19, 2026
INNOVATION ENDEAVORS MANAGEMENT COMPANY, LLC
Exempt reporting adviser

SEC file number

802-79767

Source date

March 20, 2026
INNOVATION FUND MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-134693

Source date

April 1, 2026
INNOVATION GROWTH VENTURES CO., LTD.
Exempt reporting adviser

SEC file number

802-126843

Source date

June 25, 2026
INNOVATION PARTNERS LLC.
Investment adviser

SEC file number

801-78702

Source date

March 24, 2026
INNOVATION WORKS DEVELOPMENT FUND GP, LP
Exempt reporting adviser

SEC file number

802-74598

Source date

June 23, 2026
INNOVATION WORKS DEVELOPMENT FUND MANAGEMENT II, L.P.
Exempt reporting adviser

SEC file number

802-136093

Source date

March 31, 2026
INNOVATION X ADVISORS, LLC
Investment adviser

SEC file number

801-126051

Source date

March 31, 2026
INNOVATIONSKAPITAL NORDIC ADVISORS AB
Exempt reporting adviser

SEC file number

802-76846

Source date

March 26, 2026
INNOVATIVE ADVISORY GROUP, LLC
Investment adviser

SEC file number

801-122046

Source date

September 22, 2026
INNOVATIVE ADVISORY PARTNERS, LLC
Investment adviser

SEC file number

801-78600

Source date

April 6, 2026
INNOVATIVE ASSET ADVISORS GROUP, LLC
Investment adviser

SEC file number

801-133714

Source date

March 19, 2026
INNOVATIVE CAPITAL ADVISORS, LLC
Investment adviser

SEC file number

801-76745

Source date

January 29, 2026
INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC
Investment adviser

SEC file number

801-130985

Source date

March 13, 2026
INNOVATIVE FINANCIAL, LLC
Investment adviser

SEC file number

801-135286

Source date

July 1, 2026
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
Investment adviser

SEC file number

801-127387

Source date

September 17, 2026
INNOVATIVE WEALTH BUILDING LLC
Investment adviser

SEC file number

801-121542

Source date

August 24, 2026
INNOVATOR CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-110111

Source date

June 18, 2026
INNOVATUS CAPITAL PARTNERS, LLC
Investment adviser

SEC file number

801-106927

Source date

March 26, 2026
INNOVAYTE CAPITAL LLC
Investment adviser

SEC file number

801-132739

Source date

September 16, 2026
INNOVEST PORTFOLIO SOLUTIONS LLC
Investment adviser

SEC file number

801-51483

Source date

April 1, 2026
INNOVIUS CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-127252

Source date

July 28, 2026
INNPACT FUND MANAGEMENT S.A.
Exempt reporting adviser

SEC file number

802-131655

Source date

March 31, 2026
INOCA MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-137515

Source date

September 14, 2026
INOVEXUS VENTURES, LLC
Exempt reporting adviser

SEC file number

802-127436

Source date

February 1, 2026
INOVO WEALTH ARCHITECTS
Investment adviser

SEC file number

801-136643

Source date

July 30, 2026
INSCRIPTION CAPITAL, LLC
Investment adviser

SEC file number

801-112532

Source date

March 31, 2026
INSCRIPTION FAMILY OFFICE, LLC
Investment adviser

SEC file number

801-116726

Source date

March 25, 2026
INSIGHT 2811 INC
Investment adviser

SEC file number

801-54428

Source date

March 18, 2026
INSIGHT ADVISORS, LLC
Investment adviser

SEC file number

801-78355

Source date

May 11, 2026
INSIGHT ADVISORS, LLC
Investment adviser

SEC file number

801-80577

Source date

March 31, 2026
INSIGHT EQUITY MANAGEMENT COMPANY LLC
Investment adviser

SEC file number

801-73657

Source date

March 30, 2026
INSIGHT FOLIOS INC
Investment adviser

SEC file number

801-117138

Source date

March 19, 2026
INSIGHT INV LLC
Investment adviser

SEC file number

801-121494

Source date

March 4, 2026
INSIGHT NORTH AMERICA LLC
Investment adviser

SEC file number

801-69964

Source date

June 2, 2026
INSIGHT SECURITIES, INC.
Investment adviser

SEC file number

801-12999

Source date

October 14, 2025
INSIGHT STRATEGIC WEALTH LLC
Investment adviser

SEC file number

801-113370

Source date

August 6, 2026
INSIGHT VENTURE MANAGEMENT, LLC
Investment adviser

SEC file number

801-67560

Source date

September 9, 2026
INSIGHT WEALTH PARTNERS, LLC
Investment adviser

SEC file number

801-71491

Source date

March 31, 2026
INSIGHT WEALTH STRATEGIES, LLC
Investment adviser

SEC file number

801-112986

Source date

September 14, 2026
INSIGHTQUANT-AI TECHNOLOGIES INC
Exempt reporting adviser

SEC file number

802-133773

Source date

May 29, 2025
INSIGHTS INVESTMENTS LLC
Investment adviser

SEC file number

801-119340

Source date

March 11, 2026
INSIGNEO ADVISORY SERVICES, LLC
Investment adviser

SEC file number

801-107256

Source date

June 8, 2026
INSIGNIA CAPITAL GROUP, L.P.
Investment adviser

SEC file number

801-88186

Source date

June 10, 2026
INSIGNIA VENTURES PARTNERS PTE. LTD.
Exempt reporting adviser

SEC file number

802-112081

Source date

March 20, 2026
INSPIRATION VENTURE PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-126568

Source date

March 30, 2026
INSPIRE ADVISORS, LLC
Investment adviser

SEC file number

801-114673

Source date

June 8, 2026
INSPIRE INVESTING, LLC
Investment adviser

SEC file number

801-108947

Source date

March 31, 2026
INSPIRED CAPITAL PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-117463

Source date

March 30, 2026
INSPIRION WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-77181

Source date

March 27, 2026
INSTAR ASSET MANAGEMENT INC.
Exempt reporting adviser

SEC file number

802-96266

Source date

March 31, 2026
INSTINET, LLC
Investment adviser

SEC file number

801-108490

Source date

June 23, 2026
INSTITUTE FOR WEALTH MANAGEMENT LLC
Investment adviser

SEC file number

801-67624

Source date

July 23, 2026
INSTITUTIONAL ACCOUNTS LTD
Exempt reporting adviser

SEC file number

802-135371

Source date

January 21, 2026
INSTITUTIONAL CAPITAL MANAGEMENT, INC.
Investment adviser

SEC file number

801-57036

Source date

March 27, 2026
INSTITUTIONAL INVESTMENT ADVISORS CORP
Investment adviser

SEC file number

801-77500

Source date

February 17, 2026
INSTITUTIONAL INVESTMENT CONSULTING
Investment adviser

SEC file number

801-78450

Source date

February 1, 2026
INSTITUTIONAL SHAREHOLDER SERVICES INC.
Investment adviser

SEC file number

801-55092

Source date

September 16, 2026
INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC
Exempt reporting adviser

SEC file number

802-77042

Source date

March 28, 2026
INSTITUTIONAL VENTURE MANAGEMENT XV, LLC
Exempt reporting adviser

SEC file number

802-100385

Source date

March 28, 2026
INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC
Exempt reporting adviser

SEC file number

802-112211

Source date

March 28, 2026
INSTITUTIONAL VENTURE MANAGEMENT XVII, LLC
Exempt reporting adviser

SEC file number

802-119445

Source date

March 28, 2026
INSTITUTIONAL VENTURE MANAGEMENT XVIII, LLC
Exempt reporting adviser

SEC file number

802-127124

Source date

March 28, 2026
INSTITUTIONAL VENTURE PARTNERS UK LLP
Exempt reporting adviser

SEC file number

802-129554

Source date

March 28, 2026
INSTRUMENTAL WEALTH, LLC
Investment adviser

SEC file number

801-119577

Source date

March 28, 2026
INT3, LLC
Exempt reporting adviser

SEC file number

802-130185

Source date

February 2, 2026
INTANDEM CAPITAL PARTNERS, LP
Investment adviser

SEC file number

801-113680

Source date

August 11, 2026
INTECH INVESTMENT MANAGEMENT LLC
Investment adviser

SEC file number

801-60987

Source date

March 23, 2026
INTEGRA ASSET MANAGEMENT LIMITED
Exempt reporting adviser

SEC file number

802-121564

Source date

March 27, 2026
INTEGRA FINANCIAL, INC.
Investment adviser

SEC file number

801-126823

Source date

September 22, 2026
INTEGRA GLOBAL ADVISORS LLC
Investment adviser

SEC file number

801-110720

Source date

March 31, 2026
INTEGRA WEALTH ADVISORS, LLC
Investment adviser

SEC file number

801-136858

Source date

August 10, 2026