ADV Search
Search SEC-registered investment advisers (Form ADV). Cross-linked to Form D filings under the same name.
Searching…
13950 advisers
-
STRID GROUP, LLCCRD 801-79182 · SEC# 801-79182 · NEWTOWN SQUARE, PA · 10 employees$799.9M AUM
-
REALTA INVESTMENT ADVISORS, INCCRD 801-68000 · SEC# 801-68000 · WILMINGTON, DE · 83 employees$799.7M AUM
-
OCEANWOOD CAPITAL MANAGEMENT LLPCRD 801-79391 · SEC# 801-79391 · 13 employees$799.7M AUM
-
TREBUCHET CONSULTING, LLCCRD 801-77644 · SEC# 801-77644 · PITTSBURGH, PA · 7 employees$799.3M AUM
-
WESTWOOD MANAGEMENT CORPORATIONCRD 801-11728 · SEC# 801-11728 · CHICAGO, IL · 5 employees$799.3M AUM
-
FINANCIAL ADVISORS NETWORK, INC.CRD 801-74613 · SEC# 801-74613 · TUSTIN, CA · 13 employees$799.1M AUM
-
CHOTIN ASSET MANAGEMENT CORPORATIONCRD 801-70832 · SEC# 801-70832 · GREENWOOD VILLAGE, CO · 12 employees$799.1M AUM
-
HARREN EQUITY PARTNERS, LLCCRD 801-74107 · SEC# 801-74107 · CHARLOTTESVILLE, VA · 9 employees$799.1M AUM
-
BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLCCRD 801-79456 · SEC# 801-79456 · NEW YORK, NY · 1175 employees$798.7M AUM
-
INVESTMENT SECURITY GROUP, INC.CRD 801-64651 · SEC# 801-64651 · DENVER, CO · 10 employees$798.2M AUM
-
GLENROCK CAPITAL ADVISERS, LLCCRD 801-67919 · SEC# 801-67919 · PURCHASE, NY · 2 employees$798M AUM
-
MOMENTUM INVESTMENT PARTNERS LLCCRD 801-72684 · SEC# 801-72684 · NEW YORK, NY$798M AUM
-
CYPRESS POINT WEALTH MANAGEMENT, LLCCRD 801-67840 · SEC# 801-67840 · DALLAS, TX · 22 employees$797.7M AUM
-
VIOLICH CAPITAL MANAGEMENTCRD 801-56823 · SEC# 801-56823 · SAN FRANCISCO, CA · 1 employees$797M AUM
-
RICHARD P. SLAUGHTER ASSOCIATES, INC.CRD 801-55455 · SEC# 801-55455 · AUSTIN, TX · 15 employees$796.8M AUM
-
NUVERSE ADVISORS LLCCRD 801-61511 · SEC# 801-61511 · HALLANDALE BEACH, FL · 17 employees$796.4M AUM
-
BMO CAPITAL MARKETS CORP.CRD 801-73047 · SEC# 801-73047 · NEW YORK, NY · 1208 employees$796.4M AUM
-
DRAWBRIDGE LONG DATED VALUE ADVISORS LLCCRD 801-66928 · SEC# 801-66928 · NEW YORK, NY$796.2M AUM
-
BURT ASSOCIATES, INCORPORATEDCRD 801-23924 · SEC# 801-23924 · NORTH BETHESDA, MD · 13 employees$796.1M AUM
-
STRENTA INVESTMENT MANAGEMENT, INC.CRD 801-79045 · SEC# 801-79045 · MIAMI, FL · 18 employees$795.6M AUM
-
MODERN PORTFOLIO MANAGEMENT INCCRD 801-50488 · SEC# 801-50488 · HOLLAND, OH · 20 employees$795M AUM
-
GREATMARK INVESTMENT PARTNERS, INC.CRD 801-29945 · SEC# 801-29945 · COLUMBUS, GA · 6 employees$794.3M AUM
-
AVIANCE CAPITAL MANAGEMENT, LLCCRD 801-67399 · SEC# 801-67399 · SARASOTA, FL · 6 employees$794.1M AUM
-
PRIVATE CAPITAL ADVISORS, INC.CRD 801-61877 · SEC# 801-61877 · DARIEN, CT · 6 employees$793.9M AUM
-
PWMCO, LLCCRD 801-62143 · SEC# 801-62143 · LOMBARD, IL · 3 employees$793.9M AUM
-
CORONATION ASSET MANAGEMENT PROPRIETARY LTDCRD 801-72670 · SEC# 801-72670 · 25 employees$793.7M AUM
-
MAINLINE PRIVATE WEALTH, LLCCRD 801-72888 · SEC# 801-72888 · WYNNEWOOD, PA · 7 employees$792.8M AUM
-
SONEN CAPITAL LLCCRD 801-72926 · SEC# 801-72926 · SAN FRANCISCO, CA · 19 employees$792.7M AUM
-
GALLOWAY ASSET MANAGEMENT LLCCRD 801-68901 · SEC# 801-68901 · MESA, AZ · 38 employees$792.7M AUM
-
INDIE ASSET PARTNERS, LLCCRD 801-71728 · SEC# 801-71728 · CARMEL, IN · 9 employees$792.2M AUM
-
BAKER ELLIS ASSET MANAGEMENT LLCCRD 801-61479 · SEC# 801-61479 · VANCOUVER, WA · 5 employees$792.1M AUM
-
SATOVSKY ASSET MANAGEMENT LLCCRD 801-68060 · SEC# 801-68060 · NEW YORK, NY · 8 employees$792.1M AUM
-
COKER & PALMER, INC.CRD 801-77645 · SEC# 801-77645 · JACKSON, MS · 16 employees$791.5M AUM
-
JACOBUS WEALTH MANAGEMENT INCCRD 801-51444 · SEC# 801-51444 · MILWAUKEE, WI · 14 employees$791.4M AUM
-
HALSEY ASSOCIATES INCCRD 801-13704 · SEC# 801-13704 · NEW HAVEN, CT · 7 employees$790.8M AUM
-
EPOCH CONSULTING GROUPCRD 801-63518 · SEC# 801-63518 · SANTA ROSA, CA · 2 employees$790M AUM
-
INSIGHT WEALTH PARTNERS, LLCCRD 801-71491 · SEC# 801-71491 · PLANO, TX · 14 employees$790M AUM
-
ROBERTS, GLORE & CO.CRD 801-20667 · SEC# 801-20667 · DEERFIELD, IL · 7 employees$789.8M AUM
-
FINANCIAL INSIGHTS INCCRD 801-21624 · SEC# 801-21624 · TACOMA, WA · 16 employees$789.1M AUM
-
THE FINANCIAL NETWORK GROUP, LTDCRD 801-49136 · SEC# 801-49136 · CINCINNATI, OH · 28 employees$788.2M AUM
-
ZEVIN ASSET MANAGEMENT, LLCCRD 801-77093 · SEC# 801-77093 · BOSTON, MA · 14 employees$787.8M AUM
-
VIRTUE CAPITAL MANAGEMENT, LLCCRD 801-79938 · SEC# 801-79938 · BRENTWOOD, TN · 110 employees$787.5M AUM
-
1832 ASSET MANAGEMENT U.S. INC.CRD 801-61257 · SEC# 801-61257 · 43 employees$787.2M AUM
-
ELGETHUN CAPITAL MANAGEMENTCRD 801-66560 · SEC# 801-66560 · SIOUX FALLS, SD · 7 employees$786.6M AUM
-
MARK ASSET MANAGEMENT LPCRD 801-28992 · SEC# 801-28992 · NEW YORK, NY · 10 employees$786.6M AUM
-
IRONWOOD CAPITAL ADVISORS III LLCCRD 801-74703 · SEC# 801-74703 · AVON, CT · 20 employees$786.1M AUM
-
VIVALDI ASSET MANAGEMENT LLCCRD 801-78504 · SEC# 801-78504 · CHICAGO, IL · 22 employees$786.1M AUM
-
RAM INVESTMENT PARTNERS, LLCCRD 801-73301 · SEC# 801-73301 · BELLEVUE, WA · 18 employees$786M AUM
-
KFA PRIVATE WEALTH GROUP, LLCCRD 801-106726 · SEC# 801-106726 · TYSON, VA · 12 employees$784.5M AUM
-
MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.CRD 801-78364 · SEC# 801-78364 · HOUSTON, TX · 10 employees$784.3M AUM