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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SWEETWATER INVESTMENTS INCCRD 801-35176 · SEC# 801-35176 · REDMOND, WA · 7 employees$465.4M AUM
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WEALTH MANAGEMENT ADVISORS, LLCCRD 801-79660 · SEC# 801-79660 · GREENVILLE, SC · 10 employees$465.3M AUM
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CAPITAL GUARDIAN WEALTH MANAGEMENT, LLCCRD 801-63969 · SEC# 801-63969 · MIAMI, FL · 30 employees$465M AUM
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POINT LOBOS CAPITAL, LLCCRD 801-73291 · SEC# 801-73291 · SAN FRANCISCO, CA$465M AUM
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TMFS CHICAGO INCCRD 801-63654 · SEC# 801-63654 · NORTHBROOK, IL · 6 employees$465M AUM
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MONETARY MANAGEMENT GROUP INCCRD 801-18512 · SEC# 801-18512 · ST LOUIS, MO · 6 employees$464.8M AUM
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PALISADE INVESTMENTS, LLCCRD 801-80001 · SEC# 801-80001 · ZEPHYR COVE, NV · 7 employees$464.6M AUM
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GRAND JEAN CAPITAL MANAGEMENT INC.CRD 801-36610 · SEC# 801-36610 · SAN FRANCISCO, CA · 6 employees$464.6M AUM
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WEDGEWOOD PARTNERS, INC.CRD 801-31746 · SEC# 801-31746 · ST LOUIS, MO · 11 employees$464.6M AUM
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ORION INVESTMENT COCRD 801-32212 · SEC# 801-32212 · ST LOUIS, MO · 6 employees$464.5M AUM
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GARRISON CAPITAL ADVISERS LLCCRD 801-72375 · SEC# 801-72375 · NEW YORK, NY · 47 employees$464.4M AUM
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RATHBONE WARWICK INVESTMENT MANAGEMENT LLCCRD 801-79937 · SEC# 801-79937 · BOISE, ID · 6 employees$464.4M AUM
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RESOURCE FINANCIAL GROUP, LTD.CRD 801-66619 · SEC# 801-66619 · WILMETTE, IL · 8 employees$464.1M AUM
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DHJJ FINANCIAL ADVISORS, LTD.CRD 801-42639 · SEC# 801-42639 · NAPERVILLE, IL · 10 employees$463.9M AUM
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CBM CAPITAL, INC.CRD 801-73814 · SEC# 801-73814$463.7M AUM
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GALLACHER CAPITAL MANAGEMENT LLCCRD 801-68279 · SEC# 801-68279 · LONE TREE, CO · 15 employees$463.1M AUM
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5TH STREET ADVISORS, LLCCRD 801-68066 · SEC# 801-68066 · SOUTHPORT, CT · 8 employees$462.6M AUM
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LAFFER TENGLER INVESTMENTS, INC.CRD 801-56953 · SEC# 801-56953 · NASHVILLE, TN · 13 employees$462.6M AUM
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KEPPLER ASSET MANAGEMENT INC.CRD 801-43072 · SEC# 801-43072 · NEW YORK, NY · 6 employees$462.5M AUM
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PAX ELLEVATE MANAGEMENT LLCCRD 801-79216 · SEC# 801-79216 · PORTSMOUTH, NH · 56 employees$462.4M AUM
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MFA ASSET MANAGEMENT, LLCCRD 801-66132 · SEC# 801-66132 · TEWKSBURY, MA · 9 employees$462.3M AUM
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JACKSON, GRANT INVESTMENT ADVISERS, INC.CRD 801-56267 · SEC# 801-56267 · STAMFORD, CT · 11 employees$462.1M AUM
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THE RELAXING RETIREMENT COACH, INC.CRD 801-69302 · SEC# 801-69302 · WELLESLEY, MA · 7 employees$461.9M AUM
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LIGHTHOUSE FINANCIAL ADVISORS, INC.CRD 801-68468 · SEC# 801-68468 · NEW MARKET, MD · 15 employees$461.9M AUM
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GREENWAY FAMILY OFFICE, LLCCRD 801-71129 · SEC# 801-71129 · ST LOUIS, MO · 8 employees$461.5M AUM
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FBL INVESTMENT MANAGEMENT SERVICES, INC.CRD 801-7655 · SEC# 801-7655 · WEST DES MOINES, IA · 11 employees$461.5M AUM
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CREDIT SUISSE PRIVATE ADVISORS AGCRD 801-60767 · SEC# 801-60767$461.5M AUM
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REDSTONE ADVISORS INCCRD 801-40186 · SEC# 801-40186 · WICHITA, KS · 8 employees$461.3M AUM
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JACOBSON & SCHMITT ADVISORS, LLCCRD 801-66735 · SEC# 801-66735 · MIDDLETON, WI · 14 employees$461.2M AUM
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THOMAS WHITE INTERNATIONAL LTDCRD 801-41896 · SEC# 801-41896 · CHICAGO, IL · 13 employees$461.1M AUM
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GEM ASSET MANAGEMENT, LLCCRD 801-67414 · SEC# 801-67414 · PLYMOUTH, MI · 5 employees$461M AUM
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OMNI PARTNERS LLPCRD 801-72343 · SEC# 801-72343 · 29 employees$460.5M AUM
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HOGE FINANCIAL SERVICES, LLCCRD 801-69665 · SEC# 801-69665 · CANONSBURG, PA · 5 employees$460.2M AUM
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OLD GLORY ASSET MANAGEMENT LLCCRD 801-61882 · SEC# 801-61882 · MALVERN, PA · 2 employees$460M AUM
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FORTIS ADVISORS, LLCCRD 801-80177 · SEC# 801-80177 · WAYNE, PA · 7 employees$459.9M AUM
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UNITED CAPITAL MANAGEMENT OF KANSAS, INC.CRD 801-80159 · SEC# 801-80159 · SALINA, KS · 31 employees$459.8M AUM
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TWENTY-FIRST TAILORED SOLUTIONS, INC.CRD 801-72603 · SEC# 801-72603 · 1 employees$459.7M AUM
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WALTER C. FLOWER & CO., INCCRD 801-14116 · SEC# 801-14116 · 3 employees$459.6M AUM
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NEXT GENERATION WEALTH MANAGEMENT, INC.CRD 801-67748 · SEC# 801-67748 · MILWAUKEE, WI · 6 employees$459.3M AUM
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CADENT MANAGEMENT SERVICES, LLCCRD 801-73910 · SEC# 801-73910 · RYE BROOK, NY · 2 employees$459.1M AUM
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ALTRIUS CAPITAL MANAGEMENT, INC.CRD 801-63153 · SEC# 801-63153 · NEW BERN, NC · 13 employees$458.5M AUM
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TOUCHDOWN VENTURES INC.CRD 801-80441 · SEC# 801-80441 · PHILADELPHIA, PA · 65 employees$458.5M AUM
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GOODREID INVESTMENT COUNSEL CORP.CRD 801-69192 · SEC# 801-69192 · 8 employees$458.4M AUM
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FIRSTPURPOSE WEALTH LLCCRD 801-68547 · SEC# 801-68547 · OREM, UT · 46 employees$458.1M AUM
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TOTAL CLARITY WEALTH MANAGEMENT, INCCRD 801-67755 · SEC# 801-67755 · ST. CHARLES, IL · 24 employees$458M AUM
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EMC CAPITAL ADVISORS, LLCCRD 801-78701 · SEC# 801-78701 · BANNOCKBURN, IL · 5 employees$457.8M AUM
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WASSERSTEIN & CO., L.P.CRD 801-74075 · SEC# 801-74075 · NEW YORK, NY · 8 employees$457.6M AUM
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SEQUOIA WEALTH MANAGEMENT, LLCCRD 801-80362 · SEC# 801-80362 · BARRINGTON, IL · 20 employees$457.2M AUM
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BMB ADVISERS LLCCRD 801-61120 · SEC# 801-61120 · LOS ANGELES, CA · 3 employees$457.1M AUM
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DEARBORN CAPITAL MANAGEMENT, LLCCRD 801-72068 · SEC# 801-72068 · CHICAGO, IL · 12 employees$457.1M AUM