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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PRIVATE WEALTH ADVISORS, INC.CRD 801-62312 · SEC# 801-62312 · GREENSBURG, PA · 13 employees$575M AUM
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PENN INVESTMENT ADVISORS, INC.CRD 801-70683 · SEC# 801-70683 · BALA CYNWYD, PA · 9 employees$574.4M AUM
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WALSH & ASSOCIATES, LLCCRD 801-77605 · SEC# 801-77605 · SARASOTA, FL · 13 employees$574.3M AUM
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TITUS WEALTH MANAGEMENTCRD 801-80628 · SEC# 801-80628 · LARKSPUR, CA · 18 employees$574M AUM
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INTEGRIS WEALTH MANAGEMENT, LLCCRD 801-66376 · SEC# 801-66376 · MONTEREY, CA · 15 employees$573.9M AUM
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S.A. MASON, LLCCRD 801-70548 · SEC# 801-70548 · HOLLAND, MI · 2 employees$573.9M AUM
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KELLEHER FINANCIAL ADVISORS, LLCCRD 801-62029 · SEC# 801-62029 · NEW YORK, NY · 16 employees$573.6M AUM
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AR ASSET MANAGEMENT, INC.CRD 801-16930 · SEC# 801-16930 · WEST HOLLYWOOD, CA · 4 employees$573.2M AUM
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BLACKTHORN INVESTMENT GROUP, LLCCRD 801-65896 · SEC# 801-65896 · OVERLAND PARK, KS · 8 employees$573.1M AUM
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VANTAGE FINANCIAL PARTNERS LIMITEDCRD 801-69709 · SEC# 801-69709 · ARLINGTON HEIGHTS, IL · 15 employees$572.4M AUM
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CAYMUS CAPITAL PARTNERS, L.P.CRD 801-63765 · SEC# 801-63765 · THE WOODLANDS, TX · 5 employees$572.4M AUM
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PENNSYLVANIA CAPITAL MANAGEMENT INC.CRD 801-50732 · SEC# 801-50732 · HUNTINGDON VALLEY, PA · 11 employees$572.2M AUM
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SENECA MANAGEMENT LLCCRD 801-73108 · SEC# 801-73108 · DENVER, CO · 13 employees$572M AUM
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MARKET STREET WEALTH MANAGEMENT ADVISORS, LLCCRD 801-62577 · SEC# 801-62577 · INDIANAPOLIS, IN · 11 employees$571.8M AUM
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PROVIDENCE WEALTH ADVISORS, LLCCRD 801-71352 · SEC# 801-71352 · FRANKFORT, IL · 11 employees$571.6M AUM
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INVESTMENT MANAGEMENT OF VIRGINIA, LLCCRD 801-57765 · SEC# 801-57765 · RICHMOND, VA · 10 employees$571.4M AUM
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CALDWELL SUTTER CAPITAL, INC.CRD 801-66098 · SEC# 801-66098 · SAUSALITO, CA · 20 employees$571.1M AUM
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PRINCETON PORTFOLIO STRATEGIES GROUP LLCCRD 801-72695 · SEC# 801-72695 · PRINCETON, NJ · 9 employees$570.9M AUM
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DUNCAN & HALEY, LTD.CRD 801-79706 · SEC# 801-79706 · SEATTLE, WA · 6 employees$570.7M AUM
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DARWIN WEALTH MANAGEMENT, LLCCRD 801-80103 · SEC# 801-80103 · TAMPA, FL · 15 employees$570.6M AUM
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AGF INVESTMENTS AMERICA INC. / PLACEMENTS AGF AMERIQUE INC.CRD 801-68681 · SEC# 801-68681 · 9 employees$570.5M AUM
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TILLMAN HARTLEY LLCCRD 801-56787 · SEC# 801-56787 · DENVER, CO · 5 employees$569.5M AUM
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ABERDEEN WEALTH MANAGEMENT LLCCRD 801-57736 · SEC# 801-57736 · LAKE BLUFF, IL · 4 employees$569.3M AUM
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WHELAN FINANCIALCRD 801-40071 · SEC# 801-40071 · FRESNO, CA · 8 employees$568.8M AUM
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SPIRIT OF AMERICA MANAGEMENT CORPCRD 801-54782 · SEC# 801-54782 · SYOSSET, NY · 39 employees$568.7M AUM
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CAPVISOR ASSOCIATES, LLCCRD 801-70477 · SEC# 801-70477 · 6 employees$568.6M AUM
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KLAAS FINANCIAL ASSET ADVISORS, LLC.CRD 801-79516 · SEC# 801-79516 · LOVES PARK, IL · 13 employees$568.6M AUM
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CHERRY BEKAERT WEALTH MANAGEMENT LLCCRD 801-64395 · SEC# 801-64395 · RICHMOND, VA · 16 employees$568.6M AUM
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FINANCIAL SENSE ADVISORS, INC.CRD 801-25937 · SEC# 801-25937 · SAN DIEGO, CA · 12 employees$568.4M AUM
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HOKANSON ASSOCIATES, INC.CRD 801-22755 · SEC# 801-22755 · SOLANA BEACH, CA · 11 employees$568.2M AUM
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NPJ ASSET MANAGEMENT LLPCRD 801-66925 · SEC# 801-66925 · 5 employees$568.1M AUM
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MERIDIAN INVESTMENT ADVISORS, INC.CRD 801-46376 · SEC# 801-46376 · INDIANAPOLIS, IN · 4 employees$568.1M AUM
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TERRANUM CAPITAL LLCCRD 801-80191 · SEC# 801-80191 · NEW YORK, NY · 27 employees$567.8M AUM
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PETERSON WEALTH ADVISORS, LLCCRD 801-68917 · SEC# 801-68917 · OREM, UT · 11 employees$567.4M AUM
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OWNER RESOURCE GROUP, LLCCRD 801-79553 · SEC# 801-79553 · AUSTIN, TX · 13 employees$566.5M AUM
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AMERICAN WEALTH MANAGEMENTCRD 801-70453 · SEC# 801-70453 · RENO, NV · 9 employees$566.3M AUM
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NEWBRIDGE FINANCIAL SERVICES GROUP, INC.CRD 801-68448 · SEC# 801-68448 · BOCA RATON, FL · 183 employees$566.2M AUM
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FORTHRIGHT WEALTH MANAGEMENT, LLCCRD 801-96202 · SEC# 801-96202 · ALPHARETTA, GA · 10 employees$566.1M AUM
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MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLCCRD 801-60770 · SEC# 801-60770 · DARIEN, CT · 5 employees$565.8M AUM
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SCHIAVI & COMPANY LLCCRD 801-18338 · SEC# 801-18338 · WILMINGTON, DE · 10 employees$565.8M AUM
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BRADDOCK FINANCIAL LLCCRD 801-60893 · SEC# 801-60893 · DENVER, CO · 8 employees$565.4M AUM
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MOLLER WEALTH PARTNERS, INC.CRD 801-40822 · SEC# 801-40822 · NORTHFIELD, IL · 6 employees$565.4M AUM
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DOLIVER ADVISORS, L.P.CRD 801-44471 · SEC# 801-44471 · HOUSTON, TX · 12 employees$565.2M AUM
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GRANITE GROUP ADVISORS, LLCCRD 801-62197 · SEC# 801-62197 · STAMFORD, CT · 6 employees$565.2M AUM
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ENDEAVOUR CAPITAL ADVISORS INC.CRD 801-73984 · SEC# 801-73984 · GREENWICH, CT · 9 employees$564.9M AUM
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WAMBOLT & ASSOCIATES, LLCCRD 801-71476 · SEC# 801-71476 · LITTLETON, CO · 16 employees$564.7M AUM
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J.P. MARVEL INVESTMENT ADVISORS, INC.CRD 801-68042 · SEC# 801-68042 · BOSTON, MA · 8 employees$564.2M AUM
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MIRAE ASSET GLOBAL INVESTIMENTOS (BRASIL) GESTAO DE RECURSOS LTDCRD 801-71078 · SEC# 801-71078$564.1M AUM
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SUMITOMO MITSUI DS ASSET MANAGEMENT (HONG KONG) LIMITEDCRD 801-36504 · SEC# 801-36504 · 31 employees$563.9M AUM
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KAISER PARTNER FINANCIAL ADVISORS LTD.CRD 801-70234 · SEC# 801-70234 · 5 employees$563.9M AUM