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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ELM ADVISORS, LLCCRD 801-64366 · SEC# 801-64366 · BURLINGAME, CA · 2 employees$380.9M AUM
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BOLTWOOD CAPITAL MANAGEMENTCRD 801-27099 · SEC# 801-27099 · WALNUT CREEK, CA · 2 employees$380.9M AUM
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DSC ADVISORS, L.P.CRD 801-73330 · SEC# 801-73330 · CHICAGO, IL · 13 employees$380.9M AUM
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VAN STRUM & TOWNE INCCRD 801-11816 · SEC# 801-11816 · SAN FRANCISCO, CA · 5 employees$380.7M AUM
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NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.CRD 801-73469 · SEC# 801-73469 · DARIEN, CT · 5 employees$380.7M AUM
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BNA WEALTH, INC.CRD 801-48984 · SEC# 801-48984 · ROCK HILL, SC · 5 employees$380.5M AUM
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TRAFELET BROKAW CAPITAL MANAGEMENT, L.P.CRD 801-73192 · SEC# 801-73192 · NEW YORK, NY · 8 employees$380M AUM
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PUTTERMAN, DEAN ELIOTCRD 801-62962 · SEC# 801-62962 · HOUSTON, TX · 2 employees$380M AUM
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CHANAKYA CAPITAL PARTNERSCRD 801-79811 · SEC# 801-79811 · 3 employees$380M AUM
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VAM GROUP, INC.CRD 801-62198 · SEC# 801-62198 · GRAND RAPIDS, MI · 8 employees$379.8M AUM
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POINT VIEW WEALTH MANAGEMENT, INC.CRD 801-43340 · SEC# 801-43340 · SUMMIT, NJ · 5 employees$379.7M AUM
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TAG FINANCIAL INCCRD 801-57715 · SEC# 801-57715 · DIAMOND BAR, CA · 5 employees$379.6M AUM
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RIVERBANC LLCCRD 801-77291 · SEC# 801-77291 · CHARLOTTE, NC · 12 employees$379.6M AUM
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ASPIRE WEALTH MANAGEMENT CORPORATIONCRD 801-78407 · SEC# 801-78407 · WALTHAM, MA · 4 employees$379.5M AUM
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TANNER CAPITAL MANAGEMENT, LLCCRD 801-64348 · SEC# 801-64348 · PROVO, UT · 7 employees$379.4M AUM
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NARUS FINANCIAL PARTNERS, LLCCRD 801-80500 · SEC# 801-80500 · SALT LAKE CITY, UT · 8 employees$379.3M AUM
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SARONA ASSET MANAGEMENT INC.CRD 801-76668 · SEC# 801-76668 · 21 employees$379M AUM
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WEALTHEDGE INVESTMENT ADVISORS LLCCRD 801-66845 · SEC# 801-66845 · NEW YORK, NY · 6 employees$379M AUM
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RADIUM FUND ADVISORS LLCCRD 801-73492 · SEC# 801-73492 · WEST WINDSOR, NJ$378.9M AUM
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INTEGRATED WEALTH ADVISORY SERVICES, INC.CRD 801-76345 · SEC# 801-76345 · OVERLAND PARK, KS · 7 employees$378.7M AUM
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MARATHON TRADING INVESTMENT MANAGEMENT LLCCRD 801-80827 · SEC# 801-80827 · WAYNE, PA · 9 employees$378.6M AUM
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WEALTHVALUES, LLCCRD 801-66449 · SEC# 801-66449 · REDWOOD CITY, CA · 5 employees$378.5M AUM
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REDMOND ASSET MANAGEMENT, LLCCRD 801-65154 · SEC# 801-65154 · HENRICO, VA · 4 employees$378.5M AUM
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HALTER FERGUSON FINANCIAL INCCRD 801-57288 · SEC# 801-57288 · CARMEL, IN · 9 employees$378.2M AUM
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HELLER WEALTH ADVISORS, LLC.CRD 801-72008 · SEC# 801-72008 · SUMMIT, NJ · 8 employees$378.1M AUM
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SUMMIT WEALTH PARTNERS, INCCRD 801-64042 · SEC# 801-64042 · ORLANDO, FL · 26 employees$378M AUM
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OECHSLE INTERNATIONAL ADVISORS, LTDCRD 801-57704 · SEC# 801-57704 · 5 employees$377.8M AUM
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COURT PLACE ADVISORS LLCCRD 801-57317 · SEC# 801-57317 · ELLICOTT CITY, MD · 6 employees$377.6M AUM
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VANTERRA CAPITAL LLCCRD 801-78047 · SEC# 801-78047 · NEW YORK, NY · 6 employees$377.6M AUM
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MURPHY MIDDLETON HINKLE & PARKER, INC.CRD 801-43509 · SEC# 801-43509 · THOMASVILLE, GA · 4 employees$377.4M AUM
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CRIBSTONE CAPITAL MANAGEMENT, LLCCRD 801-93172 · SEC# 801-93172 · BRUNSWICK, ME · 7 employees$377.3M AUM
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ULLAND INVESTMENT ADVISORS, LLCCRD 801-57473 · SEC# 801-57473 · MINNEAPOLIS, MN · 6 employees$377.3M AUM
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MONTEREY MANAGEMENT GROUP LPCRD 801-70945 · SEC# 801-70945 · SAN FRANCISCO, CA · 36 employees$377.3M AUM
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SQUIRE INVESTMENT MANAGEMENT COMPANY, LLCCRD 801-78495 · SEC# 801-78495 · OREM, UT · 12 employees$377.2M AUM
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ACORN WEALTH ADVISORS, LLCCRD 801-79211 · SEC# 801-79211 · GRAND BLANC, MI · 5 employees$377.2M AUM
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PARTNERSINWEALTH, INCCRD 801-57566 · SEC# 801-57566 · HOUSTON, TX · 7 employees$376.8M AUM
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ADIRONDACK FINANCIAL SERVICES CORPCRD 801-64779 · SEC# 801-64779 · UTICA, NY · 17 employees$376.7M AUM
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FORT WARREN CAPITAL MANAGEMENT, LPCRD 801-79984 · SEC# 801-79984 · BOSTON, MA · 7 employees$376.3M AUM
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FSIC IV ADVISOR, LLCCRD 801-106612 · SEC# 801-106612 · PHILADELPHIA, PA · 171 employees$376.3M AUM
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INCAPTURE INVESTMENTS LLCCRD 801-79187 · SEC# 801-79187 · SAN FRANCISCO, CA · 32 employees$376M AUM
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RAIN CAPITAL MANAGEMENT, LLCCRD 801-72744 · SEC# 801-72744 · LAKE OSWEGO, OR · 6 employees$376M AUM
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QDC-ASSET MANAGEMENT, LLCCRD 801-73855 · SEC# 801-73855 · WASHINGTON, DC · 24 employees$375.9M AUM
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LAKESIDE ADVISORS INCCRD 801-21230 · SEC# 801-21230 · SEATTLE, WA · 4 employees$375.7M AUM
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COMPASS FINANCIAL GROUP, INC.CRD 801-61941 · SEC# 801-61941 · DEERFIELD BEACH, FL · 5 employees$375.6M AUM
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HOLLOWAY WEALTH MANAGEMENT, LLCCRD 801-65430 · SEC# 801-65430 · GAINESVILLE, FL · 6 employees$375.5M AUM
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HOTTINGER CAPITAL CORPCRD 801-30025 · SEC# 801-30025 · NEW YORK, NY$375.5M AUM
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ABR CAPITAL PARTNERS, LLCCRD 801-71583 · SEC# 801-71583 · BALTIMORE, MD · 29 employees$375.4M AUM
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HOXTON FINANCIAL, INC.CRD 801-62954 · SEC# 801-62954 · SHEPHERDSTOWN, WV · 9 employees$375.4M AUM
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HORIZON ADVISORS, LLCCRD 801-61731 · SEC# 801-61731 · HOUSTON, TX · 5 employees$375.3M AUM
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EAGLE CAPITAL MANAGEMENT, LLCCRD 801-57207 · SEC# 801-57207 · MANDEVILLE, LA · 3 employees$375M AUM