ADV Search
Search SEC-registered investment advisers (Form ADV). Cross-linked to Form D filings under the same name.
Searching…
13950 advisers
-
OLYMPUS WEALTH MANAGEMENT, LLCCRD 801-80761 · SEC# 801-80761 · COTTONWOOD HEIGHTS, UT · 19 employees$852.7M AUM
-
COOPER/HAIMS ADVISORS, LLCCRD 801-61599 · SEC# 801-61599 · VICTOR, NY · 14 employees$852.6M AUM
-
NORTH SKY CAPITAL, LLCCRD 801-63853 · SEC# 801-63853 · WAYZATA, MN · 20 employees$852.4M AUM
-
OPPENHEIMER INVESTMENT MANAGEMENT LLCCRD 801-63615 · SEC# 801-63615 · NEW YORK, NY · 7 employees$852.2M AUM
-
RESOURCES MANAGEMENT CORPCRD 801-21902 · SEC# 801-21902 · WEST HARTFORD, CT · 14 employees$852.1M AUM
-
CANNELL CAPITAL LLCCRD 801-72618 · SEC# 801-72618 · ALTA, WY · 7 employees$851.8M AUM
-
BASELINE WEALTH MANAGEMENT LTD.CRD 801-72136 · SEC# 801-72136 · 12 employees$851.8M AUM
-
SUMMIT ASSET MANAGEMENT LLCCRD 801-56221 · SEC# 801-56221 · MEMPHIS, TN · 8 employees$851.4M AUM
-
DECURA IM LLPCRD 801-78593 · SEC# 801-78593 · 53 employees$851.2M AUM
-
IRONVIEW CAPITAL MANAGEMENT, LLCCRD 801-78950 · SEC# 801-78950 · CONSHOHOCKEN, PA · 11 employees$851M AUM
-
MARTIN INVESTMENT MANAGEMENT, LLCCRD 801-32896 · SEC# 801-32896 · PALM BEACH GARDENS, FL · 11 employees$850.3M AUM
-
BP CAPITAL ENERGY ADVISORS, LLCCRD 801-78370 · SEC# 801-78370 · DALLAS, TX · 9 employees$850.2M AUM
-
SEMINOLE MANAGEMENT CO., INC.CRD 801-73658 · SEC# 801-73658 · NEW YORK, NY · 8 employees$849.7M AUM
-
WESCAP MANAGEMENT GROUP, INC.CRD 801-32095 · SEC# 801-32095 · GLENDALE, CA · 13 employees$849.7M AUM
-
FUSION INVESTMENT ADVISORS LLCCRD 801-72171 · SEC# 801-72171 · DALLAS, TX · 76 employees$849.6M AUM
-
RIVERVIEW RESEARCH, LLCCRD 801-78821 · SEC# 801-78821 · INDEPENDENCE, OH · 3 employees$848.8M AUM
-
HILLVIEW CAPITAL ADVISORS, LLCCRD 801-56284 · SEC# 801-56284 · WAYNE, PA · 12 employees$848.7M AUM
-
VIKING FUND MANAGEMENT LLCCRD 801-56605 · SEC# 801-56605 · MINOT, ND · 5 employees$848.4M AUM
-
THE INSIGHT GROUP, INC.CRD 801-70424 · SEC# 801-70424 · SALT LAKE CITY, UT · 8 employees$848.2M AUM
-
INVESTMENT ADVISORY GROUP, LLCCRD 801-56937 · SEC# 801-56937 · HANOVER, MA · 10 employees$848.2M AUM
-
PENINSULA CAPITAL PARTNERS, L.L.C.CRD 801-73782 · SEC# 801-73782 · SOUTHFIELD, MI · 13 employees$848M AUM
-
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLCCRD 801-60350 · SEC# 801-60350 · THOMASVILLE, GA · 22 employees$848M AUM
-
CLIFTON GUNDERSON WEALTH ADVISORS LLCCRD 801-58266 · SEC# 801-58266 · MIDDLETON, WI$847.8M AUM
-
FULCRUM CAPITAL, LLCCRD 801-68459 · SEC# 801-68459 · SEATTLE, WA · 11 employees$846.8M AUM
-
GREYTOWN ADVISORS INC.CRD 801-77636 · SEC# 801-77636 · MIAMI, FL · 8 employees$846.7M AUM
-
BARTON INVESTMENT MANAGEMENT, LLCCRD 801-66964 · SEC# 801-66964 · W. CONSHOHOCKEN, PA · 6 employees$846.2M AUM
-
SCHULTZ COLLINS, INC.CRD 801-48362 · SEC# 801-48362 · SAN FRANCISCO, CA · 8 employees$846.1M AUM
-
VECTORS RESEARCH MANAGEMENT LLCCRD 801-64986 · SEC# 801-64986 · NEW YORK, NY · 4 employees$846M AUM
-
PRIVATE CLIENT SERVICES, LLCCRD 801-71475 · SEC# 801-71475 · LOUISVILLE, KY · 60 employees$845.8M AUM
-
BERMAN, STEVEN MALLINCRD 801-63121 · SEC# 801-63121 · 1 employees$845M AUM
-
DONALD L. HAGAN, LLCCRD 801-66337 · SEC# 801-66337 · SARASOTA, FL · 10 employees$843.7M AUM
-
NORTHSTAR INVESTMENT ADVISORS LLCCRD 801-49238 · SEC# 801-49238 · DENVER, CO · 9 employees$843.6M AUM
-
ANDERSON GROWTH PARTNERS, LLCCRD 801-65663 · SEC# 801-65663 · BIRMINGHAM, AL · 10 employees$843.3M AUM
-
PENN DAVIS MCFARLAND INCCRD 801-13038 · SEC# 801-13038 · DALLAS, TX · 11 employees$843.2M AUM
-
PARK STREET CAPITAL ADVISERS, L.L.C.CRD 801-60582 · SEC# 801-60582 · 6 employees$842.5M AUM
-
TEEWINOT CAPITAL ADVISERS, L.L.C.CRD 801-66324 · SEC# 801-66324 · NEW YORK, NY · 9 employees$841.9M AUM
-
ONE WEALTH ADVISORS, LLCCRD 801-79591 · SEC# 801-79591 · SAN FRANCISCO, CA · 13 employees$841.6M AUM
-
HERMES FUND MANAGERS (NORTH AMERICA) LPCRD 801-70704 · SEC# 801-70704 · BOSTON, MA$841.5M AUM
-
PALM BEACH CAPITAL MANAGEMENT III, LLCCRD 801-73453 · SEC# 801-73453 · WEST PALM BEACH, FL · 8 employees$841.1M AUM
-
ROBERT HARRELL INCORPORATEDCRD 801-40048 · SEC# 801-40048 · AUSTIN, TX · 5 employees$840.9M AUM
-
RAINIER INVESTMENT MANAGEMENT LLCCRD 801-35638 · SEC# 801-35638 · SEATTLE, WA · 3 employees$840.3M AUM
-
MANGHAM ASSOCIATES, INC.CRD 801-45852 · SEC# 801-45852 · CHARLOTTESVILLE, VA · 10 employees$840.2M AUM
-
ALVARIUM INVESTMENT ADVISORS (US), INC.CRD 801-70809 · SEC# 801-70809 · MIAMI, FL · 4 employees$840.2M AUM
-
PANORAMIKA ADVISORS INC.CRD 801-80278 · SEC# 801-80278 · MIAMI, FL · 2 employees$839.2M AUM
-
ROGERS WEALTH GROUP, INC.CRD 801-51602 · SEC# 801-51602 · FORT WORTH, TX · 21 employees$838.3M AUM
-
GFG CAPITAL, LLCCRD 801-62274 · SEC# 801-62274 · MIAMI, FL · 15 employees$838.3M AUM
-
MCGOWAN GROUP ASSET MANAGEMENT, INC.CRD 801-71582 · SEC# 801-71582 · DALLAS, TX · 10 employees$837.5M AUM
-
RICHARD YOUNG ASSOCIATES, LTD.CRD 801-70318 · SEC# 801-70318 · AUGUSTA, GA · 15 employees$837.5M AUM
-
HARBER CAPITAL LLCCRD 801-73866 · SEC# 801-73866 · NEW YORK, NY · 5 employees$836.8M AUM
-
MOON CAPITAL MANAGEMENT LPCRD 801-73521 · SEC# 801-73521 · NEW YORK, NY · 25 employees$836.7M AUM