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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MILESTONE PARTNERS MANAGEMENT CO., L.P.CRD 801-73644 · SEC# 801-73644 · VILLANOVA, PA · 12 employees$402.7M AUM
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FIDUCIARY ADVISORS, LLCCRD 801-72971 · SEC# 801-72971 · SALT LAKE CITY, UT · 3 employees$402.7M AUM
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DGZ CAPITAL II, L.L.C.CRD 801-73377 · SEC# 801-73377 · NEW YORK, NY · 1 employees$402.4M AUM
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FARMSTEAD CAPITAL MANAGEMENT, LLCCRD 801-78664 · SEC# 801-78664 · 4 employees$402.2M AUM
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LIFEINVEST WEALTH MANAGEMENT, LTDCRD 801-69869 · SEC# 801-69869 · MIAMI, FL · 23 employees$402.2M AUM
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BROADVIEW ADVISORS, LLCCRD 801-60114 · SEC# 801-60114 · MILWAUKEE, WI · 9 employees$402M AUM
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EFFICIENT FRONTIER ADVISORS LLCCRD 801-60450 · SEC# 801-60450 · 3 employees$401.9M AUM
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OLD WEST INVESTMENT MANAGEMENT, LLCCRD 801-69604 · SEC# 801-69604 · LOS ANGELES, CA · 7 employees$401.9M AUM
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AVISO WEALTH MANAGEMENTCRD 801-56358 · SEC# 801-56358 · BELLEVUE, WA · 9 employees$401.7M AUM
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CLOUD CAPITAL LLCCRD 801-70250 · SEC# 801-70250 · 1 employees$401.4M AUM
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KOLINSKY WEALTH MANAGEMENT, LLCCRD 801-71410 · SEC# 801-71410 · RAMSEY, NJ · 11 employees$401.3M AUM
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WESTOVER CAPITAL ADVISORS, LLCCRD 801-64380 · SEC# 801-64380 · WILMINGTON, DE · 8 employees$401.2M AUM
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25 CAPITAL PARTNERS, LLCCRD 801-72665 · SEC# 801-72665 · CHARLOTTE, NC · 9 employees$401.2M AUM
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KARPAS STRATEGIES LLCCRD 801-57019 · SEC# 801-57019 · LITCHFIELD, CT · 2 employees$401.2M AUM
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OUTFITTER ADVISORS, LTD.CRD 801-57015 · SEC# 801-57015 · MCLEAN, VA · 3 employees$401M AUM
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CYPRESS CAPITAL, LLCCRD 801-79771 · SEC# 801-79771 · FRANKLIN, TN · 12 employees$401M AUM
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EISENSTAT CAPITAL PARTNERS LPCRD 801-73185 · SEC# 801-73185 · NEW YORK, NY · 12 employees$400.9M AUM
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SYMMETRY CAPITAL ADVISORS LLCCRD 801-61422 · SEC# 801-61422 · DALLAS, TX · 4 employees$400.7M AUM
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PEGASUS CAPITAL ADVISORS, L.P.CRD 801-73818 · SEC# 801-73818 · STAMFORD, CT · 12 employees$400.5M AUM
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AVALON CAPITAL MANAGEMENTCRD 801-41657 · SEC# 801-41657 · PORT OF REDWOOD CITY, CA · 3 employees$400.5M AUM
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WHITE OAKS INVESTMENT MANAGEMENT, INCCRD 801-79237 · SEC# 801-79237 · SARASOTA, FL · 2 employees$400.3M AUM
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KRAFT ASSET MANAGEMENT, LLCCRD 801-66686 · SEC# 801-66686 · NASHVILLE, TN · 6 employees$400.2M AUM
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CLELLAND & CO INCCRD 801-34425 · SEC# 801-34425 · SAN DIEGO, CA · 3 employees$399.8M AUM
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SEAPORT CAPITAL, LLCCRD 801-73953 · SEC# 801-73953 · NEW YORK, NY · 16 employees$399.5M AUM
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ALPHAMARK ADVISORS, LLCCRD 801-58156 · SEC# 801-58156 · FT. WRIGHT, KY · 6 employees$399.4M AUM
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ASSET ADVISORY GROUP INCCRD 801-55031 · SEC# 801-55031 · CINCINNATI, OH · 8 employees$399.2M AUM
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WEALTH HEALTH, LLCCRD 801-64171 · SEC# 801-64171 · ROSELAND, NJ · 7 employees$399.2M AUM
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ANNAPOLIS FINANCIAL SERVICES, LLCCRD 801-95167 · SEC# 801-95167 · ANNAPOLIS, MD · 8 employees$399.2M AUM
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AND WEALTH PARTNERS, LLCCRD 801-69853 · SEC# 801-69853 · BALTIMORE, MD · 3 employees$399.1M AUM
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PARKSHORE WEALTH MANAGEMENTCRD 801-78573 · SEC# 801-78573 · GRANITE BAY, CA · 8 employees$399.1M AUM
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BETA WEALTH GROUP, INCCRD 801-77060 · SEC# 801-77060 · SAN DIEGO, CA · 3 employees$399M AUM
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INDIA CAPITAL MANAGEMENT LIMITEDCRD 801-77056 · SEC# 801-77056 · 8 employees$398.9M AUM
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UASNM, INC.CRD 801-63572 · SEC# 801-63572 · ALBUQUERQUE, NM · 6 employees$398.8M AUM
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WELCH CAPITAL PARTNERS LLCCRD 801-52308 · SEC# 801-52308 · HARRISON, NY · 3 employees$398.6M AUM
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JOHNSTON JAMES M & ASSOCIATES INCCRD 801-77752 · SEC# 801-77752 · GLENDALE, CO · 4 employees$398.4M AUM
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GERBER/TAYLOR ASSOCIATES LLCCRD 801-36616 · SEC# 801-36616 · MEMPHIS, TN · 18 employees$398.1M AUM
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ISCHUS CAPITAL MANAGEMENT, LLCCRD 801-74531 · SEC# 801-74531 · PHILADELPHIA, PA · 6 employees$398.1M AUM
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EQUATOR ENVIRONMENTAL, LLCCRD 801-73002 · SEC# 801-73002 · NEW YORK, NY$398M AUM
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BRICK & KYLE ASSOCIATES INCCRD 801-55370 · SEC# 801-55370 · NEWTOWN, PA · 6 employees$397.7M AUM
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PACIFIC STRATEGIC MANAGEMENT, LPCRD 801-62342 · SEC# 801-62342 · HOUSTON, TX · 3 employees$397.5M AUM
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RCG LONGVIEW EQUITY MANAGEMENT, LLCCRD 801-73878 · SEC# 801-73878 · NEW YORK, NY · 17 employees$397.5M AUM
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SEARLE & CO.CRD 801-68574 · SEC# 801-68574 · GREENWICH, CT · 12 employees$397.4M AUM
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EVERGREEN ADVISORS, LLCCRD 801-70106 · SEC# 801-70106 · CHATTANOOGA, TN · 6 employees$397.3M AUM
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FORSTRONG GLOBAL ASSET MANAGEMENT INC.CRD 801-72223 · SEC# 801-72223 · 19 employees$397.3M AUM
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VAN SANT & MEWSHAW, INCCRD 801-41651 · SEC# 801-41651 · HUNT VALLEY, MD · 6 employees$397.2M AUM
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FERRELL WEALTH MANAGEMENT INC.CRD 801-51822 · SEC# 801-51822 · WINTER PARK, FL · 8 employees$397M AUM
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LION CAPITAL (AMERICAS) INC.CRD 801-73353 · SEC# 801-73353 · LOS ANGELES, CA · 2 employees$396.9M AUM
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PORTFOLIO CAPITAL MANAGEMENT INCCRD 801-16379 · SEC# 801-16379 · CHARLOTTE, NC · 5 employees$396.9M AUM
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HEADWATER INVESTMENT CONSULTING,INC.CRD 801-64965 · SEC# 801-64965 · MCMINNVILLE, OR · 5 employees$396.7M AUM
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BOSTON PROVIDENT, L.P.CRD 801-70660 · SEC# 801-70660 · NEW YORK, NY · 9 employees$396.7M AUM