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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HELIOS ADVISORS LLCCRD 801-65884 · SEC# 801-65884 · NEW YORK, NY · 14 employees$552.4M AUM
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NEW VERNON WEALTH MANAGEMENT LLCCRD 801-77619 · SEC# 801-77619 · HIGHLAND PARK, IL · 8 employees$551.9M AUM
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FOUNDATION ASSET MANAGEMENT, LPCRD 801-73597 · SEC# 801-73597 · WHITE PLAINS, NY · 8 employees$551.5M AUM
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TRUFFLE HOUND CAPITAL, LLCCRD 801-73293 · SEC# 801-73293 · BETHESDA, MD · 7 employees$551.2M AUM
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CONTRAVISORY INVESTMENT MANAGEMENT, INC.CRD 801-9168 · SEC# 801-9168 · NORWELL, MA · 6 employees$551M AUM
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SWISSPARTNERS ADVISORS AGCRD 801-69940 · SEC# 801-69940 · 5 employees$551M AUM
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MAZAMA CAPITAL MANAGEMENT INCCRD 801-55010 · SEC# 801-55010 · PORTLAND, OR · 12 employees$550.2M AUM
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IMPLIED CAPITAL LPCRD 801-72621 · SEC# 801-72621 · BOULDER, CO · 3 employees$550M AUM
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STARFISH ADVISORY SERVICES, LLCCRD 801-77587 · SEC# 801-77587 · 1 employees$550M AUM
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EVEREST CONSULTANTS, LLCCRD 801-77854 · SEC# 801-77854 · SYRACUSE, NY · 6 employees$549.9M AUM
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LAUTERBACH FINANCIAL ADVISORS, LLCCRD 801-64326 · SEC# 801-64326 · EL PASO, TX · 6 employees$549.9M AUM
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ELEMENT WEALTH, LLCCRD 801-61758 · SEC# 801-61758 · RIDGELAND, MS · 11 employees$549.8M AUM
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AUGUSTA CAPITAL MANAGEMENT, LLCCRD 801-76884 · SEC# 801-76884 · AUGUSTA, GA · 4 employees$549.6M AUM
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CAPITAL PLANNING, LLCCRD 801-79115 · SEC# 801-79115 · BELLEVUE, WA · 14 employees$549.4M AUM
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STERLING FINANCIAL PLANNING INCCRD 801-56025 · SEC# 801-56025 · SPARTA, NJ · 6 employees$549.1M AUM
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BROADVIEW FINANCIAL MANAGEMENT, LLCCRD 801-77625 · SEC# 801-77625 · WAUWATOSA, WI · 9 employees$549M AUM
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LWS WEALTH ADVISORS, INC.CRD 801-77756 · SEC# 801-77756 · 3 employees$548.7M AUM
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VANTAGE INFRASTRUCTURE (USA) INC.CRD 801-74174 · SEC# 801-74174 · NEW YORK, NY · 4 employees$548.3M AUM
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FREEGULLIVER, L.L.C.CRD 801-65870 · SEC# 801-65870 · NEW ORLEANS, LA · 17 employees$548.3M AUM
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PARADIGM FINANCIAL ADVISORS LLCCRD 801-54603 · SEC# 801-54603 · DES PERES, MO · 12 employees$548.1M AUM
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HOPWOOD FINANCIAL SERVICES, INC.CRD 801-62268 · SEC# 801-62268 · RESTON, VA · 10 employees$548.1M AUM
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INCASA LLCCRD 801-80811 · SEC# 801-80811 · MIAMI, FL · 2 employees$548M AUM
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SOVEREIGN WEALTH ADVISORS LLCCRD 801-98346 · SEC# 801-98346 · HOUSTON, TX · 40 employees$547.4M AUM
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ARK & TLK INVESTMENTS, LLCCRD 801-96254 · SEC# 801-96254 · OKLAHOMA CITY, OK · 10 employees$547.3M AUM
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BLUE RIDGE CAPITAL CAYMANS, L.P.CRD 801-73648 · SEC# 801-73648 · NEW YORK, NY · 10 employees$547.3M AUM
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JOHN E. SESTINA AND COMPANYCRD 801-44151 · SEC# 801-44151 · COLUMBUS, OH · 19 employees$547M AUM
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CRCM L.P.CRD 801-74362 · SEC# 801-74362 · SAN FRANCISCO, CA · 12 employees$547M AUM
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SIGNAL SECURITIES, INC.CRD 801-63630 · SEC# 801-63630 · FORT WORTH, TX · 37 employees$546.9M AUM
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DISCIPLINED INVESTMENTS, LLCCRD 801-71011 · SEC# 801-71011 · TULSA, OK · 9 employees$546.8M AUM
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CENTRE ASSET MANAGEMENT, LLCCRD 801-66295 · SEC# 801-66295 · NEW YORK, NY · 3 employees$546.5M AUM
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PALLADIN CONSUMER RETAIL PARTNERS, LLCCRD 801-77503 · SEC# 801-77503 · BOSTON, MA · 9 employees$546.2M AUM
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AEVITAS WEALTH MANAGEMENT, INC.CRD 801-68051 · SEC# 801-68051 · WELLESLEY HILLS, MA · 5 employees$546M AUM
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VANTAGE WEALTH MANAGEMENT, LLCCRD 801-70921 · SEC# 801-70921 · SAN MATEO, CA · 9 employees$546M AUM
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JOHN D. DOVICH & ASSOCIATES, LLCCRD 801-62184 · SEC# 801-62184 · CINCINNATI, OH · 13 employees$546M AUM
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GREAT POINT WEALTH ADVISORS, LLCCRD 801-70479 · SEC# 801-70479 · BOSTON, MA · 5 employees$545.9M AUM
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12TH STREET ASSET MANAGEMENT LLCCRD 801-76968 · SEC# 801-76968 · NASHVILLE, TN · 4 employees$545.8M AUM
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PERMIT CAPITAL, LLCCRD 801-65996 · SEC# 801-65996 · WEST CONSHOHOCKEN, PA · 6 employees$545.6M AUM
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J.H. WHITNEY CAPITAL PARTNERS, LLCCRD 801-74381 · SEC# 801-74381 · NEW CANAAN, CT · 5 employees$544.5M AUM
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THE RETIREMENT GROUP, LLCCRD 801-69578 · SEC# 801-69578 · SAN DIEGO, CA · 30 employees$544.5M AUM
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NORTHERN CAPITAL MANAGEMENT LLCCRD 801-14843 · SEC# 801-14843 · MADISON, WI · 7 employees$544.2M AUM
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BALLAST, INC.CRD 801-79651 · SEC# 801-79651 · LEXINGTON, KY · 12 employees$543.9M AUM
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COMPASS WEALTH MANAGEMENT LLCCRD 801-53805 · SEC# 801-53805 · GUILFORD, CT · 5 employees$542.1M AUM
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FINANCIAL MANAGEMENT STRATEGIES, INC.CRD 801-66641 · SEC# 801-66641 · BROADVIEW HTS., OH · 34 employees$542M AUM
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EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLCCRD 801-79183 · SEC# 801-79183 · DE PERE, WI · 7 employees$541.9M AUM
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TOWNELEY CAPITAL MANAGEMENT, INC.CRD 801-7739 · SEC# 801-7739 · LAGUNA HILLS, CA$541.7M AUM
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DARA CAPITAL US, INC.CRD 801-71575 · SEC# 801-71575 · MIAMI, FL · 3 employees$541.7M AUM
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HANCOCK WHITNEY BANKCRD 801-60142 · SEC# 801-60142 · NEW ORLEANS, LA · 58 employees$540.8M AUM
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CAPITAL MORTGAGE MANAGEMENT INCCRD 801-54791 · SEC# 801-54791 · MANCHESTER, MO · 4 employees$540.6M AUM
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SAVANNA INVESTMENT MANAGEMENT LLCCRD 801-74329 · SEC# 801-74329 · NEW YORK, NY · 32 employees$540.5M AUM
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QUANTUM ADVISERS, LLCCRD 801-74053 · SEC# 801-74053 · HOUSTON, TX · 118 employees$539.7M AUM