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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SHOBE & ASSOCIATES, INCCRD 801-70323 · SEC# 801-70323 · BATON ROUGE, LA · 21 employees$396.6M AUM
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NEW ENGLAND GUILD WEALTH ADVISORS, INC.CRD 801-39648 · SEC# 801-39648 · AVON, CT · 7 employees$396.5M AUM
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AMERICAN ASSETS CAPITAL ADVISERS, LLCCRD 801-80101 · SEC# 801-80101 · SAN DIEGO, CA · 6 employees$396.4M AUM
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ALLODIUM INVESTMENT CONSULTANTS, LLCCRD 801-64508 · SEC# 801-64508 · MINNEAPOLIS, MN · 12 employees$396.4M AUM
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HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.CRD 801-23973 · SEC# 801-23973 · FAIRHOPE, AL · 3 employees$396.4M AUM
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HARVEST MANAGEMENT, L.L.C.CRD 801-61814 · SEC# 801-61814 · NEW YORK, NY · 7 employees$396.2M AUM
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CAMDEN PARTNERS STRATEGIC MANAGER, LLCCRD 801-62855 · SEC# 801-62855 · BALTIMORE, MD · 19 employees$396M AUM
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FINANCIAL DESIGNS CORPORATIONCRD 801-49374 · SEC# 801-49374 · CLAREMONT, CA · 6 employees$396M AUM
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ESPALIER GLOBAL MANAGEMENT LLCCRD 801-74284 · SEC# 801-74284 · NEW YORK, NY · 7 employees$395.3M AUM
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GOLD INVESTMENT MANAGEMENT LTD.CRD 801-72738 · SEC# 801-72738 · 6 employees$395.2M AUM
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NAVIGATE PRIVATE WEALTH, LLCCRD 801-79648 · SEC# 801-79648 · DRAPER, UT · 13 employees$395.2M AUM
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FIRST CITY CAPITAL MANAGEMENT INCCRD 801-14853 · SEC# 801-14853 · SAVANNAH, GA · 8 employees$395.1M AUM
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CONCORDE ASSET MANAGEMENT, LLCCRD 801-74519 · SEC# 801-74519 · ANN ARBOR, MI · 82 employees$395.1M AUM
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NORTH SHORE PRIVATE ASSET MANAGEMENT, LLCCRD 801-92175 · SEC# 801-92175 · LAKE FOREST, IL · 5 employees$394.7M AUM
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SMH CAPITAL ADVISORS LLCCRD 801-54089 · SEC# 801-54089 · FORT WORTH, TX · 4 employees$394.7M AUM
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KERCHEVILLE ADVISORS LLCCRD 801-92169 · SEC# 801-92169 · SAN ANTONIO, TX · 5 employees$394.6M AUM
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ACTIUM LLCCRD 801-70678 · SEC# 801-70678 · GRAND RAPIDS, MI · 7 employees$393.8M AUM
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ARGENT RETIREMENT PLAN ADVISORS, LLCCRD 801-78568 · SEC# 801-78568 · NEW ORLEANS, LA · 5 employees$393.8M AUM
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IMPERIAL CAPITAL ASSET MANAGEMENT LLCCRD 801-67961 · SEC# 801-67961 · PALM BEACH GARDENS, FL · 13 employees$393.7M AUM
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PRENTICE WEALTH MANAGEMENT LLCCRD 801-76490 · SEC# 801-76490 · ROCHESTER, NY · 11 employees$393.5M AUM
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GUIDANCE POINT ADVISORS, LLCCRD 801-77258 · SEC# 801-77258 · 6 employees$393.4M AUM
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GARCIA WEALTH MANAGEMENT GROUP, INC.CRD 801-79445 · SEC# 801-79445 · TEMPLETON, CA · 7 employees$393.4M AUM
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TREVI MANAGEMENT LPCRD 801-75835 · SEC# 801-75835 · NEW YORK, NY$393.3M AUM
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MADRONA FINANCIAL SERVICES, LLCCRD 801-63693 · SEC# 801-63693 · EVERETT, WA · 21 employees$393M AUM
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ETFIDEA, LLCCRD 801-69316 · SEC# 801-69316 · SYRACUSE, NY · 7 employees$392.9M AUM
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SUTTON WEALTH ADVISORS, INC.CRD 801-68454 · SEC# 801-68454 · TAMPA, FL · 8 employees$392.7M AUM
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CARL P. SHERR & CO., LLCCRD 801-66673 · SEC# 801-66673 · WORCESTER, MA · 5 employees$392.6M AUM
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AZIMUT GENESIS ADVISORS LLCCRD 801-64054 · SEC# 801-64054 · MIAMI, FL · 7 employees$392.5M AUM
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GOLDNER HAWN JOHNSON & MORRISON INCORPORATEDCRD 801-73064 · SEC# 801-73064 · MINNEAPOLIS, MN · 12 employees$392.4M AUM
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CAPITAL MARKETS IQ, LLCCRD 801-69992 · SEC# 801-69992 · 24 employees$392.3M AUM
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SPARK INVESTMENT MANAGEMENT LLCCRD 801-73079 · SEC# 801-73079 · NEW YORK, NY · 20 employees$392.2M AUM
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CENTURY WEALTH MANAGEMENT, LLCCRD 801-68474 · SEC# 801-68474 · MEMPHIS, TN · 4 employees$392.2M AUM
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WIMMER ASSOCIATES I, LLCCRD 801-62730 · SEC# 801-62730 · PASADENA, CA · 4 employees$392.2M AUM
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IMS CAPITAL MANAGEMENT INC.CRD 801-33939 · SEC# 801-33939 · PORTLAND, OR · 8 employees$392.1M AUM
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BROWN ADVISORY SECURITIES, LLCCRD 801-61427 · SEC# 801-61427 · BALTIMORE, MD · 10 employees$392M AUM
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NOVA R WEALTH, INC.CRD 801-78933 · SEC# 801-78933 · OVERLAND PARK, KS · 7 employees$391.9M AUM
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THE GENWEALTH GROUP, INC.CRD 801-71876 · SEC# 801-71876 · MAPLEWOOD, NJ · 8 employees$391.8M AUM
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TRANSITIONS WEALTH MANAGEMENT, LLCCRD 801-61992 · SEC# 801-61992 · DENVER, CO · 7 employees$391.6M AUM
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FINANCIAL FREEDOM, LLCCRD 801-63647 · SEC# 801-63647 · CINCINNATI, OH · 3 employees$391.6M AUM
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KENNET PARTNERS LLCCRD 801-73660 · SEC# 801-73660 · SAN MATEO, CA · 3 employees$391.5M AUM
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OBRIEN GREENE & CO INCCRD 801-5866 · SEC# 801-5866 · MEDIA, PA · 6 employees$391.5M AUM
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ASCENT CAPITAL MANAGEMENT, LLCCRD 801-63211 · SEC# 801-63211 · BEND, OR · 7 employees$391.5M AUM
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FORTY4 ASSET MANAGEMENT LLCCRD 801-78075 · SEC# 801-78075 · CHICAGO, IL · 16 employees$391.4M AUM
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NORTHERN CAPITAL MANAGEMENT, INC.CRD 801-44942 · SEC# 801-44942 · SPOKANE, WA · 11 employees$391M AUM
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BOW STREET LLCCRD 801-74153 · SEC# 801-74153 · NEW YORK, NY · 9 employees$390.9M AUM
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TROVENA, LLC.CRD 801-63474 · SEC# 801-63474 · REDONDO BEACH, CA · 11 employees$390.9M AUM
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WRP MANAGEMENT, LLCCRD 801-73581 · SEC# 801-73581 · BOSTON, MA$390.9M AUM
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MADISON CAPITAL ADVISORS, LLCCRD 801-66032 · SEC# 801-66032 · GREENWOOD VILLAGE, CO$390.8M AUM
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HADRON CAPITAL LLPCRD 801-80858 · SEC# 801-80858 · 9 employees$390.8M AUM
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TSP CAPITAL MANAGEMENT GROUP, LLCCRD 801-63507 · SEC# 801-63507 · SUMMIT, NJ · 5 employees$390.4M AUM