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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VENTIRA PRIVATE WEALTH MANAGEMENT LTD.CRD 801-76928 · SEC# 801-76928 · 5 employees$529.2M AUM
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FAMILY ENDOWMENT PARTNERS, LPCRD 801-70225 · SEC# 801-70225 · WAYNE, PA · 16 employees$529.2M AUM
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VECTOR WEALTH MANAGEMENT, LLCCRD 801-51685 · SEC# 801-51685 · MINNEAPOLIS, MN · 11 employees$529M AUM
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NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLCCRD 801-57122 · SEC# 801-57122 · SOUTH MERIDEN, CT · 11 employees$528.8M AUM
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OAKMONT CAPITAL MANAGEMENT, LLCCRD 801-71287 · SEC# 801-71287 · OAKMONT, PA · 11 employees$528.4M AUM
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MONEDA USA, INC.CRD 801-74113 · SEC# 801-74113 · NEW YORK, NY · 4 employees$528.2M AUM
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QUADRANT REAL ESTATE ADVISORS LLCCRD 801-64925 · SEC# 801-64925 · ALPHARETTA, GA · 10 employees$528M AUM
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LATIGO PARTNERS, L.P.CRD 801-65354 · SEC# 801-65354 · NEW YORK, NY · 8 employees$527.7M AUM
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RIVERVIEW CAPITAL ADVISERS LLCCRD 801-66623 · SEC# 801-66623 · BOSTON, MA · 7 employees$527.5M AUM
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WBI INVESTMENTS, LLCCRD 801-22873 · SEC# 801-22873 · RED BANK, NJ · 19 employees$527.4M AUM
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ROCK POINT ADVISORS, LLCCRD 801-62923 · SEC# 801-62923 · BURLINGTON, VT · 9 employees$527.3M AUM
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DIVIDEND ASSETS CAPITAL, LLCCRD 801-62643 · SEC# 801-62643 · RIDGELAND, SC · 11 employees$527M AUM
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SULLIVAN & SERWITZ INVESTMENT ADVISORS INCCRD 801-40244 · SEC# 801-40244 · LOS ALTOS, CA$527M AUM
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ENDOWMENT ADVISERS, L.P.CRD 801-62618 · SEC# 801-62618 · AUSTIN, TX · 8 employees$526.6M AUM
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CONCISE CAPITAL MANAGEMENT, LPCRD 801-68737 · SEC# 801-68737 · MIAMI, FL · 12 employees$526.4M AUM
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LLOYD CAPITAL LLCCRD 801-72733 · SEC# 801-72733 · 9 employees$526.2M AUM
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FCA CORPCRD 801-20514 · SEC# 801-20514 · HOUSTON, TX · 17 employees$525.7M AUM
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CABOT WELLINGTON LLCCRD 801-54670 · SEC# 801-54670 · BOSTON, MA$525.6M AUM
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FOUNDATION WEALTH MANAGEMENT, LLCCRD 801-62187 · SEC# 801-62187 · CLAYTON, MO · 5 employees$525.1M AUM
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RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCCRD 801-71211 · SEC# 801-71211 · 2 employees$524.8M AUM
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LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLCCRD 801-61082 · SEC# 801-61082 · NEW YORK, NY · 9 employees$524.6M AUM
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ATLANTIS INVESTMENT MANAGEMENT LIMITEDCRD 801-71944 · SEC# 801-71944 · 17 employees$524.1M AUM
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TRADEWINDS CAPITAL MANAGEMENT, LLCCRD 801-68789 · SEC# 801-68789 · BELLINGHAM, WA · 10 employees$523.7M AUM
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PLATINUM WEALTH PARTNERS, INC.CRD 801-72447 · SEC# 801-72447 · TAMPA, FL · 29 employees$523.7M AUM
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WAHED INVEST LLCCRD 801-106499 · SEC# 801-106499 · NEW YORK, NY · 9 employees$523.6M AUM
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PRICE CAPITAL MANAGEMENT, INC.CRD 801-73195 · SEC# 801-73195 · 4 employees$523.3M AUM
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FIRST CITIZENS ASSET MANAGEMENT, INCCRD 801-79917 · SEC# 801-79917 · RALEIGH, NC · 52 employees$523M AUM
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LEADER CAPITAL CORP.CRD 801-56684 · SEC# 801-56684 · VANCOUVER, WA · 1 employees$522.8M AUM
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LIQUID STRATEGIES, LLCCRD 801-79222 · SEC# 801-79222 · ATLANTA, GA · 15 employees$522.7M AUM
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THE JENTNER CORPORATIONCRD 801-23465 · SEC# 801-23465 · AKRON, OH · 11 employees$522.6M AUM
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GAINES FINANCIAL GROUP, INC.CRD 801-77140 · SEC# 801-77140 · BOCA RATON, FL · 15 employees$522.6M AUM
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M&R CAPITAL MANAGEMENT INCCRD 801-44950 · SEC# 801-44950 · SUMMIT, NJ · 6 employees$522.3M AUM
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SIGNALPOINT ASSET MANAGEMENT LLCCRD 801-69394 · SEC# 801-69394 · SPRINGFIELD, MO · 10 employees$522.3M AUM
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TREESDALE PARTNERS, LLCCRD 801-63622 · SEC# 801-63622 · NEW YORK, NY · 2 employees$522.2M AUM
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LUNT CAPITAL MANAGEMENT INC.CRD 801-70051 · SEC# 801-70051 · HOLLADAY, UT · 7 employees$521.1M AUM
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HIGH FALLS ADVISORS, INC.CRD 801-34161 · SEC# 801-34161 · ROCHESTER, NY · 17 employees$520.6M AUM
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SUMMIT CAPITAL MANAGEMENT LLCCRD 801-52176 · SEC# 801-52176 · SEATTLE, WA · 10 employees$520.3M AUM
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ATLANTIC CREEK INVESTMENT MANAGEMENT, LLCCRD 801-80057 · SEC# 801-80057 · NEW YORK, NY · 14 employees$520M AUM
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MBS FINANCIAL PLANNING SERVICES, INCCRD 801-22384 · SEC# 801-22384 · UNIONTOWN, OH · 18 employees$520M AUM
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OVS CAPITAL MANAGEMENT LLPCRD 801-72766 · SEC# 801-72766$520M AUM
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KENDALL CAPITAL MANAGEMENTCRD 801-78634 · SEC# 801-78634 · ROCKVILLE, MD · 9 employees$519.8M AUM
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PEREGRINE ASSET ADVISERS, INC.CRD 801-60608 · SEC# 801-60608 · PORTLAND, OR · 6 employees$519.7M AUM
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SOURCE FINANCIAL ADVISORS, LLCCRD 801-77037 · SEC# 801-77037 · NEW YORK, NY · 4 employees$519.5M AUM
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BILTMORE CAPITAL ADVISORS, LLCCRD 801-68057 · SEC# 801-68057 · BOCA RATON, FL · 7 employees$519.4M AUM
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E & G ADVISORS, LPCRD 801-79699 · SEC# 801-79699 · HOUSTON, TX · 4 employees$519.2M AUM
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NEW FALMOUTH, LLCCRD 801-61436 · SEC# 801-61436 · SHAKER HEIGHTS, OH$519.1M AUM
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RMWCCRD 801-71710 · SEC# 801-71710 · NEW YORK, NY · 11 employees$519M AUM
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INVESTORS RESEARCH CORPORATIONCRD 801-64349 · SEC# 801-64349 · ATLANTA, GA · 8 employees$518.8M AUM
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STRATEGIES LLCCRD 801-62180 · SEC# 801-62180 · DENVER, CO · 4 employees$518.6M AUM
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ACG ADVISORY SERVICES, LLCCRD 801-39127 · SEC# 801-39127 · MIDLOTHIAN, VA · 5 employees$518.1M AUM