ADV Search
Search SEC-registered investment advisers (Form ADV). Cross-linked to Form D filings under the same name.
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13950 advisers
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THE MAGNOLIA GROUP, LLCCRD 801-79848 · SEC# 801-79848 · OMAHA, NE · 2 employees$783.6M AUM
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MADDEN SECURITIES CORPORATIONCRD 801-63277 · SEC# 801-63277 · DALLAS, TX · 3 employees$783.5M AUM
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HOLOWESKO PARTNERS LTD.CRD 801-71999 · SEC# 801-71999 · 13 employees$783.2M AUM
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PATHWAY FINANCIAL ADVISORS, LLCCRD 801-64598 · SEC# 801-64598 · SOUTH BURLINGTON, VT · 11 employees$783M AUM
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BOURGEON CAPITAL MANAGEMENT LLCCRD 801-56289 · SEC# 801-56289 · DARIEN, CT · 6 employees$782.9M AUM
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MILESTONE INVESTMENT ADVISORS, LLCCRD 801-78337 · SEC# 801-78337 · MIDDLETON, WI · 6 employees$782.6M AUM
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OAK CITY CONSULTING, LLCCRD 801-74468 · SEC# 801-74468 · WAKE FOREST, NC · 6 employees$782.5M AUM
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THE FINANCIAL CONSULATE, INCCRD 801-18829 · SEC# 801-18829 · HUNT VALLEY, MD · 23 employees$782.3M AUM
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ASSET CONSULTING GROUP, LLCCRD 801-39372 · SEC# 801-39372 · CLAYTON, MO · 46 employees$782.2M AUM
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CONFLUENCE WEALTH MANAGEMENT LLCCRD 801-56974 · SEC# 801-56974 · PORTLAND, OR · 17 employees$782.2M AUM
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THE WEIL COMPANYCRD 801-42757 · SEC# 801-42757 · SAN DIEGO, CA · 24 employees$782M AUM
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REMY INVESTORS & CONSULTANTS INCORPORATEDCRD 801-73178 · SEC# 801-73178 · LOS ANGELES, CA · 6 employees$781.5M AUM
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NICHOLAS INVESTMENT PARTNERS, L.P.CRD 801-66532 · SEC# 801-66532 · RANCHO SANTA FE, CA · 11 employees$780.9M AUM
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NORTH FORTY MANAGEMENT, LLCCRD 801-74274 · SEC# 801-74274 · SEATTLE, WA · 3 employees$780.8M AUM
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BLANKINSHIP & FOSTER, LLCCRD 801-35218 · SEC# 801-35218 · SOLANA BEACH, CA · 16 employees$780.4M AUM
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AVION WEALTH, LLCCRD 801-99351 · SEC# 801-99351 · THE WOODLANDS, TX · 16 employees$780.3M AUM
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FOCUS INVESTMENT ADVISORS, INCCRD 801-57176 · SEC# 801-57176 · SOLANA BEACH, CA · 5 employees$780.2M AUM
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MAKROD INVESTMENT ASSOCIATES INCCRD 801-28113 · SEC# 801-28113 · VERONA, NJ · 5 employees$780.2M AUM
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STRATEGIC INVESTMENT SOLUTIONS, INC.CRD 801-67584 · SEC# 801-67584 · ORLAND PARK, IL · 15 employees$780M AUM
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THL MANAGERS VI, LLCCRD 801-73483 · SEC# 801-73483 · BOSTON, MA · 116 employees$779.9M AUM
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REGIS METRO ASSOCIATES, INC.CRD 801-75149 · SEC# 801-75149 · SAN FRANCISCO, CA · 7 employees$779.6M AUM
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THE FAIRMAN GROUP, LLCCRD 801-61326 · SEC# 801-61326 · CHESTERBROOK, PA · 17 employees$778.6M AUM
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HAUSSMANN FINANCIAL INC.CRD 801-72313 · SEC# 801-72313 · LAKE FOREST, CA · 8 employees$778.5M AUM
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THE H GROUP, INC.CRD 801-39523 · SEC# 801-39523 · PORTLAND, OR · 16 employees$778.2M AUM
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CHARLES PRATT & COMPANY, L.L.C.CRD 801-20651 · SEC# 801-20651 · NEW YORK, NY · 9 employees$777.8M AUM
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STEWARDSHIP FINANCIAL ADVISORS, LLCCRD 801-67808 · SEC# 801-67808 · STOCKBRIDGE, GA · 14 employees$777.4M AUM
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PRIMEVEST FINANCIAL SERVICES, INC.CRD 801-45573 · SEC# 801-45573 · ST CLOUD, MN$776.1M AUM
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LJPR, LLCCRD 801-35836 · SEC# 801-35836 · TROY, MI · 25 employees$776.1M AUM
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RIVER ASSOCIATES INVESTMENTS (TN), LLCCRD 801-73852 · SEC# 801-73852 · CHATTANOOGA, TN · 18 employees$775.5M AUM
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SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLCCRD 801-64149 · SEC# 801-64149 · WALTHAM, MA · 18 employees$774.9M AUM
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HUIZENGA CAPITAL MANAGEMENT, LLCCRD 801-72685 · SEC# 801-72685 · OAK BROOK, IL · 13 employees$774.8M AUM
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DARUMA CAPITAL MANAGEMENT, LLCCRD 801-49354 · SEC# 801-49354 · NEW YORK, NY · 3 employees$773.6M AUM
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HABERER REGISTERED INVESTMENT ADVISOR INCCRD 801-13081 · SEC# 801-13081 · CINCINNATI, OH$773.4M AUM
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BLUE ROCK ADVISORS INCCRD 801-57105 · SEC# 801-57105 · WAYZATA, MN$772.7M AUM
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MERIDIAN MANAGEMENT COCRD 801-13452 · SEC# 801-13452 · LITTLE ROCK, AR · 7 employees$772.1M AUM
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VINTAGE FINANCIAL SERVICES LLCCRD 801-23853 · SEC# 801-23853 · ANN ARBOR, MI · 16 employees$771.1M AUM
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SNOW CAPITAL MANAGEMENT, L.P.CRD 801-37238 · SEC# 801-37238 · SEWICKLEY, PA · 20 employees$770.4M AUM
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SABRETOOTH CAPITAL MANAGEMENT, LLCCRD 801-73429 · SEC# 801-73429 · NEW YORK, NY$769.9M AUM
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QUADCAP WEALTH MANAGEMENT, LLCCRD 801-79483 · SEC# 801-79483 · FRISCO, TX · 16 employees$769.7M AUM
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INVESCO PRIVATE CAPITAL, INC.CRD 801-45224 · SEC# 801-45224 · NEW YORK, NY · 21 employees$769.1M AUM
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DEAN INVESTMENT ASSOCIATES, LLCCRD 801-9895 · SEC# 801-9895 · BEAVERCREEK, OH · 10 employees$768.4M AUM
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HNP CAPITAL LLCCRD 801-70200 · SEC# 801-70200 · ROCHESTER, NY · 14 employees$768.2M AUM
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FRAZIER FINANCIAL ADVISORS, LLCCRD 801-50432 · SEC# 801-50432 · COLUMBUS, OH · 16 employees$767.9M AUM
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ESL INVESTMENTS, INC.CRD 801-74266 · SEC# 801-74266 · BAY HARBOR ISLANDS, FL · 7 employees$767.8M AUM
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INNOVATIVE PORTFOLIOS LLCCRD 801-106812 · SEC# 801-106812 · INDIANAPOLIS, IN · 16 employees$767.3M AUM
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VALSTONE PARTNERS, LLCCRD 801-60576 · SEC# 801-60576 · BIRMINGHAM, MI · 9 employees$767.2M AUM
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WALTER & KEENAN WEALTH MANAGEMENT, LLCCRD 801-22367 · SEC# 801-22367 · SOUTH BEND, IN · 4 employees$767.1M AUM
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OAKTOP CAPITAL MANAGEMENT II, L.P.CRD 801-74616 · SEC# 801-74616 · CHATHAM, NJ · 3 employees$766.9M AUM
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GCG MANAGEMENT, LLCCRD 801-74126 · SEC# 801-74126 · CHICAGO, IL · 10 employees$766.1M AUM
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NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.CRD 801-67679 · SEC# 801-67679 · NORTH ANDOVER, MA · 15 employees$766M AUM