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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THREE CORNER GLOBAL INVESTORS LPCRD 801-78086 · SEC# 801-78086 · NEW YORK, NY · 9 employees$635.1M AUM
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DL CARLSON INVESTMENT GROUP INC.CRD 801-34606 · SEC# 801-34606 · CONCORD, NH · 14 employees$634.9M AUM
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EMERSON WEALTH, LLCCRD 801-68268 · SEC# 801-68268 · BLOOMFIELD HILLS, MI · 7 employees$634.7M AUM
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ARBALET CAPITAL MANAGEMENT, LLCCRD 801-73508 · SEC# 801-73508 · NEW YORK, NY$633.6M AUM
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FIFTH AVENUE FAMILY OFFICE LLCCRD 801-61413 · SEC# 801-61413 · NAPLES, FL · 7 employees$633.4M AUM
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CIM, LLCCRD 801-63553 · SEC# 801-63553 · ALBANY, NY · 12 employees$633.3M AUM
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TOWERCREST CAPITAL MANAGEMENT, LLCCRD 801-80857 · SEC# 801-80857 · NEWTOWN, PA · 1 employees$633M AUM
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AMERANT INVESTMENTS, INC.CRD 801-61889 · SEC# 801-61889 · CORAL GABLES, FL · 31 employees$632.8M AUM
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AVIANCE CAPITAL PARTNERS LLCCRD 801-68979 · SEC# 801-68979 · NAPLES, FL · 8 employees$632.3M AUM
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GALECKI FINANCIAL MANAGEMENT INCCRD 801-47181 · SEC# 801-47181 · FORT WAYNE, IN · 17 employees$632.2M AUM
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NET WORTH ADVISORY GROUP, LLCCRD 801-65548 · SEC# 801-65548 · SANDY, UT · 16 employees$632.1M AUM
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THE RETIREMENT CORPORATION OF AMERICACRD 801-26109 · SEC# 801-26109 · CINCINNATI, OH · 7 employees$632.1M AUM
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STRATEGY ASSET MANAGERS L.L.C.CRD 801-60049 · SEC# 801-60049 · PASADENA, CA · 12 employees$631M AUM
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CORNERSTONE INSTITUTIONAL INVESTORS, LLCCRD 801-63342 · SEC# 801-63342 · BETHLEHEM, PA · 22 employees$631M AUM
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DORCHESTER INVESTMENT MANAGEMENTCRD 801-31676 · SEC# 801-31676 · 10 employees$631M AUM
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V3 CAPITAL MANAGEMENT, L.P.CRD 801-74193 · SEC# 801-74193 · WHITE PLAINS, NY · 9 employees$630.9M AUM
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HIGH PERCH LLCCRD 801-61820 · SEC# 801-61820 · BOCA RATON, FL · 3 employees$630.4M AUM
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PROBITY ADVISORS, INC.CRD 801-61430 · SEC# 801-61430 · DALLAS, TX · 9 employees$630.2M AUM
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SSA SWISS ADVISORS AGCRD 801-74460 · SEC# 801-74460 · 7 employees$629.8M AUM
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HARFST AND ASSOCIATES, INC.CRD 801-71661 · SEC# 801-71661 · SHERIDAN, WY · 3 employees$629.5M AUM
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SEER CAPITAL MANAGEMENT LPCRD 801-70835 · SEC# 801-70835 · NEW YORK, NY · 26 employees$628M AUM
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PALMERDODGE ADVISORS LLCCRD 801-61867 · SEC# 801-61867 · BOSTON, MA · 4 employees$627.6M AUM
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WARNER FINANCIAL, INCCRD 801-64223 · SEC# 801-64223 · BETHESDA, MD · 4 employees$627.5M AUM
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ACADEMY INVESTMENT MANAGEMENT LLCCRD 801-77232 · SEC# 801-77232 · NEW YORK, NY · 12 employees$627.4M AUM
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STAVIS & COHEN FINANCIAL, LLCCRD 801-70574 · SEC# 801-70574 · HOUSTON, TX · 17 employees$627.2M AUM
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ESSEX INVESTMENT MANAGEMENT COMPANY, LLCCRD 801-55496 · SEC# 801-55496 · BOSTON, MA · 15 employees$627.1M AUM
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ASSET ALLOCATION STRATEGIES, LLCCRD 801-106707 · SEC# 801-106707 · FARMINGTON, MI · 40 employees$626.7M AUM
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PROGRESSIVE INVESTMENT MANAGEMENT CORPORATIONCRD 801-32066 · SEC# 801-32066 · LAKE OSWEGO, OR · 7 employees$625.6M AUM
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MB GLOBAL ADVISERS, LLCCRD 801-77780 · SEC# 801-77780 · NEW YORK, NY · 8 employees$625.6M AUM
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BUTTONWOOD FINANCIAL GROUP, LLCCRD 801-70536 · SEC# 801-70536 · KANSAS CITY, MO · 15 employees$625.5M AUM
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OCCIDENTAL ASSET MANAGEMENT, LLCCRD 801-78516 · SEC# 801-78516 · BURLINGAME, CA · 12 employees$625.5M AUM
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ADA INVESTMENT MANAGEMENT, LPCRD 801-73762 · SEC# 801-73762 · NEW YORK, NY · 7 employees$625.4M AUM
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HC ADVISORS LLCCRD 801-77058 · SEC# 801-77058 · SANDY SPRINGS, GA · 8 employees$625.4M AUM
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MARCATO CAPITAL MANAGEMENT LPCRD 801-71856 · SEC# 801-71856 · SAN FRANCISCO, CA · 14 employees$624.8M AUM
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WHALEROCK POINT PARTNERS, LLCCRD 801-66848 · SEC# 801-66848 · PROVIDENCE, RI · 8 employees$624.8M AUM
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GITTERMAN WEALTH MANAGEMENT, LLCCRD 801-71246 · SEC# 801-71246 · EDISON, NJ · 16 employees$624.7M AUM
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ARES CAPITAL MANAGEMENT III LLCCRD 801-78341 · SEC# 801-78341 · LOS ANGELES, CA · 106 employees$624M AUM
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LAWSON KROEKER INVESTMENT MANAGEMENT INCCRD 801-27034 · SEC# 801-27034 · OMAHA, NE · 8 employees$623.8M AUM
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CONCENTRUM WEALTH MANAGEMENT, INC.CRD 801-77888 · SEC# 801-77888 · SAN JOSE, CA · 7 employees$623.5M AUM
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WESTWIND CAPITALCRD 801-43661 · SEC# 801-43661 · LAS CRUCES, NM · 7 employees$623.3M AUM
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HAMMOND, KENNEDY, WHITNEY & COMPANY, INC.CRD 801-73323 · SEC# 801-73323 · INDIANAPOLIS, IN · 9 employees$623.3M AUM
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INVESTMARK ADVISORY GROUP LLCCRD 801-76505 · SEC# 801-76505 · SHELTON, CT · 10 employees$623.2M AUM
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PENINSULA WEALTH, LLCCRD 801-71025 · SEC# 801-71025 · SAN FRANCISCO, CA · 5 employees$623.1M AUM
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DIESSLIN GROUP, INC.CRD 801-31827 · SEC# 801-31827 · FORT WORTH, TX · 12 employees$623M AUM
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MOSAIC FINANCIAL PARTNERS, INC.CRD 801-33740 · SEC# 801-33740 · SAN FRANCISCO, CA · 19 employees$622.9M AUM
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STRATEGIC WEALTH MANAGEMENT INCCRD 801-34623 · SEC# 801-34623 · KIRKLAND, WA · 6 employees$622.8M AUM
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ALLEGIS INVESTMENT ADVISORS, LLCCRD 801-78696 · SEC# 801-78696 · IDAHO FALLS, ID · 73 employees$622.6M AUM
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AM INVESTMENT STRATEGIES, LLCCRD 801-77283 · SEC# 801-77283 · CHATTANOOGA, TN · 5 employees$621.8M AUM
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UGVP MANAGEMENT, LLCCRD 801-79915 · SEC# 801-79915 · SUMMIT, NJ · 2 employees$621.7M AUM
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KAHN BROTHERS ADVISORS LLCCRD 801-14146 · SEC# 801-14146 · NEW YORK, NY · 6 employees$621.5M AUM