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 96 of 96

ZENITH SOLUTIONS, INC.
Investment adviser

SEC file number

801-129630

Source date

September 30, 2026
ZENO EQUITY PARTNERS LLP
Exempt reporting adviser

SEC file number

802-74732

Source date

March 18, 2026
ZENTALIS INVESTMENT MANAGEMENT LLC
Exempt reporting adviser

SEC file number

802-135147

Source date

December 14, 2025
ZENTARA EXCHANGE LTD
Exempt reporting adviser

SEC file number

802-134379

Source date

August 19, 2025
ZENTIFIC INVESTMENT MANAGEMENT LIMITED
Investment adviser

SEC file number

801-100468

Source date

April 2, 2026
ZENTIS CAPITAL MANAGEMENT
Exempt reporting adviser

SEC file number

802-136594

Source date

May 28, 2026
ZENVIO INC
Exempt reporting adviser

SEC file number

802-134456

Source date

August 29, 2025
ZENYTH ADVISORS LLC
Investment adviser

SEC file number

801-117088

Source date

April 29, 2026
ZEPHYR INVESTMENT MANAGEMENT, INC.
Investment adviser

SEC file number

801-118365

Source date

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

SEC file number

801-128453

Source date

March 17, 2026
ZEPHYROS LONDON MARKET IM, LLC
Exempt reporting adviser

SEC file number

802-135280

Source date

January 6, 2026
ZERMATT WEALTH PARTNERS LLC
Investment adviser

SEC file number

801-17502

Source date

July 24, 2026
ZERMATT WEALTH, LLC
Investment adviser

SEC file number

801-118131

Source date

September 15, 2026
ZERO DAY CAPITAL ENTERPRISES LLC
Investment adviser

SEC file number

801-130224

Source date

October 26, 2026
ZERO INDEX MANAGEMENT, LLC
Exempt reporting adviser

SEC file number

802-137779

Source date

October 23, 2026
ZERO INFINITY PARTNERS, LLC
Exempt reporting adviser

SEC file number

802-126001

Source date

March 23, 2026
ZERO LABS INC.
Investment adviser

SEC file number

801-137359

Source date

October 12, 2026
ZEST CAPITAL LLC
Investment adviser

SEC file number

801-122725

Source date

March 30, 2026
ZETLAND CAPITAL PARTNERS LLP
Exempt reporting adviser

SEC file number

802-114279

Source date

June 29, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Investment adviser

SEC file number

801-62477

Source date

September 4, 2026
ZEVIN ASSET MANAGEMENT, LLC
Investment adviser

SEC file number

801-77093

Source date

March 26, 2026
ZEVIX FUND AMERICA LLC
Exempt reporting adviser

SEC file number

802-134492

Source date

March 30, 2026
ZHANG FINANCIAL LLC
Investment adviser

SEC file number

801-72987

Source date

March 31, 2026
ZHEN ADVISORS, LTD.
Exempt reporting adviser

SEC file number

802-107853

Source date

March 27, 2026
ZHONG OU RABBIT (HONG KONG) ASSETS MANAGEMENT LIMITED
Exempt reporting adviser

SEC file number

802-129488

Source date

March 4, 2026
ZHUHAI SHERPA EQUITY INVESTMENT MANAGEMENT COMPANY LIMITED
Exempt reporting adviser

SEC file number

802-118655

Source date

March 13, 2026
ZIDEL FINANCIAL, INC.
Investment adviser

SEC file number

801-123333

Source date

March 27, 2026
ZIGG CAPITAL MANAGEMENT COMPANY, LLC
Exempt reporting adviser

SEC file number

802-115189

Source date

March 30, 2026
ZILKHA INVESTMENTS, L.P.
Exempt reporting adviser

SEC file number

802-79150

Source date

March 13, 2026
ZIMMER PARTNERS, LP
Investment adviser

SEC file number

801-77360

Source date

April 6, 2026
ZIMMERMAN WEALTH MANAGEMENT, LLC
Investment adviser

SEC file number

801-62210

Source date

August 27, 2026
ZIMMERMANN ALAN L
Investment adviser

SEC file number

801-45566

Source date

March 17, 2026
ZINNIA WEALTH ADVISORY, LLC
Investment adviser

SEC file number

801-132847

Source date

August 4, 2026
ZIONS CAPITAL ADVISORS, INC.
Investment adviser

SEC file number

801-63287

Source date

March 24, 2026
ZMC ADVISORS, L.P.
Investment adviser

SEC file number

801-73697

Source date

March 31, 2026
ZOCK ROBERT A & CO INC
Investment adviser

SEC file number

801-11929

Source date

March 31, 2026
ZOE FINANCIAL, INC.
Investment adviser

SEC file number

801-117745

Source date

October 1, 2026
ZONE 2 VENTURES LLC
Exempt reporting adviser

SEC file number

802-135345

Source date

January 15, 2026
ZOO CAPITAL ADVISORY LTD.
Exempt reporting adviser

SEC file number

802-118393

Source date

March 30, 2026
ZOOP ALPHA LLC
Investment adviser

SEC file number

801-137254

Source date

November 3, 2026
ZORA I.I. LTD.
Exempt reporting adviser

SEC file number

802-108203

Source date

March 30, 2026
ZOUK CAPITAL LLP
Exempt reporting adviser

SEC file number

802-74936

Source date

March 27, 2026
ZOZOTRADE INC
Exempt reporting adviser

SEC file number

802-134767

Source date

October 16, 2025
ZS FUND ADVISERS LLC
Exempt reporting adviser

SEC file number

802-127758

Source date

March 20, 2026
ZUCKERMAN CAPITAL MANAGEMENT, LLC
Investment adviser

SEC file number

801-135560

Source date

April 23, 2026
ZUCKERMAN INVESTMENT GROUP, LLC
Investment adviser

SEC file number

801-65050

Source date

September 1, 2026
ZULAUF ASSET MANAGEMENT AG
Investment adviser

SEC file number

801-42246

Source date

June 23, 2026
ZULLO INVESTMENT GROUP, INC.
Investment adviser

SEC file number

801-120008

Source date

February 23, 2026
ZUNA, LLC
Investment adviser

SEC file number

801-117623

Source date

March 10, 2026
ZURAW FINANCIAL ADVISORS, LLC
Investment adviser

SEC file number

801-80364

Source date

February 23, 2026
ZWEIG-DIMENNA ASSOCIATES LLC
Investment adviser

SEC file number

801-73451

Source date

April 29, 2026
ZWJ INVESTMENT COUNSEL INC
Investment adviser

SEC file number

801-16306

Source date

March 26, 2026
ZX SQUARED CAPITAL MANAGEMENT US, LLC
Exempt reporting adviser

SEC file number

802-134881

Source date

March 19, 2026
ZYNERGY RETIREMENT PLANNING
Investment adviser

SEC file number

801-129005

Source date

June 3, 2026