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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PLANFIRST INCCRD 801-55657 · SEC# 801-55657 · GREENVILLE, SC · 10 employees$374.4M AUM
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ASSET ADVISORY GROUP, INC.CRD 801-46343 · SEC# 801-46343 · KINNELON, NJ · 5 employees$374.1M AUM
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VALUE PARTNERS LIMITEDCRD 801-67557 · SEC# 801-67557 · 116 employees$374.1M AUM
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ACT ADVISORS, LLCCRD 801-80418 · SEC# 801-80418 · ASHEVILLE, NC · 8 employees$374.1M AUM
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WFA ASSET MANAGEMENT CORPCRD 801-44808 · SEC# 801-44808 · WHITEFISH BAY, WI · 8 employees$373.9M AUM
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COMMON SENSE INVESTMENT MANAGEMENT, LLCCRD 801-60818 · SEC# 801-60818 · PORTLAND, OR · 13 employees$373.5M AUM
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PERIDIEM GLOBAL INVESTORS, LLCCRD 801-72342 · SEC# 801-72342 · LOS ANGELES, CA · 19 employees$373.5M AUM
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RICHTER BOBER ASSET MANAGEMENT, LLCCRD 801-61367 · SEC# 801-61367 · DARIEN, CT · 5 employees$373.4M AUM
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EFG CAPITAL ASSET MANAGEMENT LLCCRD 801-68609 · SEC# 801-68609 · MIAMI, FL$372.9M AUM
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MONTE FINANCIAL GROUP, LLCCRD 801-70207 · SEC# 801-70207 · GUILFORD, CT · 9 employees$372.8M AUM
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STRATEGIC PARTNERS INVESTMENT ADVISORS, INC.CRD 801-58045 · SEC# 801-58045 · RYE BROOK, NY · 5 employees$372.6M AUM
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YAKIRA CAPITAL MANAGEMENT, INC.CRD 801-74073 · SEC# 801-74073 · WESTPORT, CT · 4 employees$372.5M AUM
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IRIDIAN ASSET MANAGEMENT LLCCRD 801-50661 · SEC# 801-50661 · WESTPORT, CT · 11 employees$372.3M AUM
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CURBSTONE FINANCIAL MANAGEMENT CORPORATIONCRD 801-67354 · SEC# 801-67354 · MANCHESTER, NH · 9 employees$372M AUM
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RENCH WEALTH MANAGEMENT, INC.CRD 801-72962 · SEC# 801-72962 · DENTON, TX · 5 employees$372M AUM
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ASSET PLANNING CORPORATIONCRD 801-11448 · SEC# 801-11448 · KNOXVILLE, TN · 8 employees$371.6M AUM
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DISCIPLINED EQUITY MANAGEMENT, INC.CRD 801-62624 · SEC# 801-62624 · NEPTUNE BEACH, FL · 8 employees$371.6M AUM
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CLARITY CAPITAL PARTNERS LLCCRD 801-62893 · SEC# 801-62893 · NEWPORT BEACH, CA · 12 employees$371.4M AUM
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STERLING INVESTMENT MANAGEMENT, LLCCRD 801-50373 · SEC# 801-50373 · TUCSON, AZ · 8 employees$371.2M AUM
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MAXIM FINANCIAL ADVISORS LLCCRD 801-66147 · SEC# 801-66147 · NEW YORK, NY · 41 employees$371.2M AUM
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GRAYBILL WEALTH MANAGEMENT, LTD.CRD 801-5921 · SEC# 801-5921 · ELMHURST, IL · 5 employees$371M AUM
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HENRY JAMES INTERNATIONAL MANAGEMENT, INC.CRD 801-79145 · SEC# 801-79145 · NEW YORK, NY · 5 employees$370.8M AUM
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INTERNATIONAL RESEARCH & ASSET MANAGEMENT INCCRD 801-30967 · SEC# 801-30967 · DALLAS, TX · 4 employees$370.5M AUM
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MAIN MANAGEMENT FUND ADVISORS, LLCCRD 801-106755 · SEC# 801-106755 · SAN FRANCISCO, CA · 19 employees$370.5M AUM
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BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.CRD 801-73994 · SEC# 801-73994 · NEW YORK, NY · 13 employees$370.3M AUM
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KASSOUF WEALTH ADVISORS, LLCCRD 801-67293 · SEC# 801-67293 · BIRMINGHAM, AL · 8 employees$370.2M AUM
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CLEARBROOK INVESTMENT CONSULTING LLCCRD 801-56832 · SEC# 801-56832 · NEW YORK, NY · 12 employees$369.9M AUM
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STEGINSKY CAPITAL LLCCRD 801-57377 · SEC# 801-57377 · 3 employees$369.9M AUM
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NCM CAPITAL MANAGEMENT GROUP INCCRD 801-28196 · SEC# 801-28196 · DURHAM, NC · 13 employees$369.5M AUM
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RMR WEALTH ADVISORS LLCCRD 801-70487 · SEC# 801-70487 · MADISON, WI · 2 employees$369.3M AUM
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ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.CRD 801-62457 · SEC# 801-62457 · PLAINVIEW, NY · 3 employees$369.2M AUM
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FORTUNE FINANCIAL ADVISORS, LLCCRD 801-78728 · SEC# 801-78728 · OVERLAND PARK, KS · 8 employees$369M AUM
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WINFIELD ASSOCIATES INCCRD 801-54970 · SEC# 801-54970 · CLEVELAND, OH · 7 employees$369M AUM
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WRAPMANAGER INCCRD 801-57629 · SEC# 801-57629 · MILL VALLEY, CA · 8 employees$369M AUM
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KNIGHT VINKE ASSET MANAGEMENT LLCCRD 801-62393 · SEC# 801-62393 · NEW YORK, NY · 9 employees$368.4M AUM
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LIFEPLAN FINANCIAL GROUP, INC.CRD 801-63305 · SEC# 801-63305 · MIAMISBURG, OH · 7 employees$367.8M AUM
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CAPLAN FINANCIAL GROUP, LLCCRD 801-67950 · SEC# 801-67950 · 6 employees$367.6M AUM
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AM GLOBAL FAMILY INVESTMENT OFFICECRD 801-78445 · SEC# 801-78445 · WEST PALM BEACH, FL · 8 employees$367.5M AUM
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CROSS STAFF INVESTMENTS INC.CRD 801-77488 · SEC# 801-77488 · PITTSFORD, NY · 4 employees$367.4M AUM
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BCR WEALTH STRATEGIES, LLCCRD 801-61015 · SEC# 801-61015 · VESTAVIA, AL · 13 employees$367.3M AUM
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HEDEKER WEALTH LLCCRD 801-61654 · SEC# 801-61654 · LINCOLNSHIRE, IL · 8 employees$367M AUM
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HARVEST CAPITAL STRATEGIES LLCCRD 801-66003 · SEC# 801-66003 · SAN FRANCISCO, CA · 60 employees$366.9M AUM
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VISION CAPITAL AMERICAS LLCCRD 801-73752 · SEC# 801-73752 · NEW YORK, NY · 3 employees$366.9M AUM
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FINANCIAL AVENGERS, INC.CRD 801-78015 · SEC# 801-78015 · OAKLAND, CA · 2 employees$366.8M AUM
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NEWFRONT RETIREMENT SERVICES, INC.CRD 801-80234 · SEC# 801-80234 · SAN FRANCISCO, CA · 28 employees$366.8M AUM
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TELEMUS/BEACON INVESTMENT COMPANY LLCCRD 801-67441 · SEC# 801-67441 · SOUTHFIELD, MI · 10 employees$366.7M AUM
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GROSVENOR FUND MANAGEMENT INC.CRD 801-67496 · SEC# 801-67496 · RADNOR, PA · 11 employees$366.6M AUM
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NEWLAND CAPITAL MANAGEMENT, LLCCRD 801-73518 · SEC# 801-73518 · NEW YORK, NY · 8 employees$366.5M AUM
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ARNOLD WEITZ & COCRD 801-69800 · SEC# 801-69800 · ELKHORN, NE · 2 employees$366.4M AUM
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BRUTON FINANCIAL ADVISORS, LLCCRD 801-63056 · SEC# 801-63056 · DOWNINGTOWN, PA · 10 employees$366.3M AUM