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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PRIVATE WEALTH ADVISORS, LLCCRD 801-68605 · SEC# 801-68605 · FRESNO, CA · 6 employees$352.8M AUM
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BERINGEA, LLCCRD 801-74510 · SEC# 801-74510 · FARMINGTON HILLS, MI · 5 employees$352.8M AUM
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LEFAVI WEALTH MANAGEMENT, INC.CRD 801-73029 · SEC# 801-73029 · SALT LAKE CITY, UT · 5 employees$352.8M AUM
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BONTEMPO OHLY CAPITAL MANAGEMENT, LLCCRD 801-63584 · SEC# 801-63584 · BETHESDA, MD · 5 employees$352.8M AUM
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ALTUS WEALTH MANAGEMENT, LLCCRD 801-80301 · SEC# 801-80301 · FT. MITCHELL, KY · 4 employees$352.7M AUM
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ALLGEN FINANCIAL ADVISORS, INC.CRD 801-80077 · SEC# 801-80077 · ORLANDO, FL · 17 employees$352.4M AUM
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ROYAL BANK OF CANADA INVESTMENT MANAGEMENT(USA) LIMITEDCRD 801-55108 · SEC# 801-55108 · 18 employees$352.2M AUM
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SOWA FINANCIAL GROUP INCCRD 801-43008 · SEC# 801-43008 · LINCOLN, RI · 7 employees$352.2M AUM
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MONEY MANAGEMENT SERVICES, INC.CRD 801-42500 · SEC# 801-42500 · BIRMINGHAM, AL · 11 employees$352.1M AUM
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YOSEMITE CAPITAL MANAGEMENT, LLCCRD 801-62374 · SEC# 801-62374 · NEWPORT BEACH, CA · 9 employees$352.1M AUM
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SKYLINE ASSET MANAGEMENT, L.P.CRD 801-49603 · SEC# 801-49603 · CHICAGO, IL · 8 employees$352M AUM
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AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.CRD 801-72010 · SEC# 801-72010 · LEAGUE CITY, TX · 26 employees$352M AUM
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AIM GROUP INVESTMENT MANAGEMENT US INC.CRD 801-78239 · SEC# 801-78239 · ATLANTA, GA · 14 employees$351.7M AUM
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ABSOLUTE CAPITAL MANAGEMENT, LLCCRD 801-61336 · SEC# 801-61336 · PITTSBURGH, PA · 10 employees$351.5M AUM
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ROTHSCHILD CAPITAL PARTNERS, LLCCRD 801-73843 · SEC# 801-73843 · NEW YORK, NY · 7 employees$351.3M AUM
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CASTLE RIDGE INVESTMENT MANAGEMENT LPCRD 801-81184 · SEC# 801-81184 · GREENWICH, CT · 7 employees$351.3M AUM
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SILVER OAK ADVISORY GROUP, INC.CRD 801-39897 · SEC# 801-39897 · PORTLAND, OR · 8 employees$351.2M AUM
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KEYSTONE FINANCIAL PLANNING, INCCRD 801-30218 · SEC# 801-30218 · MIDDLEBURG HEIGHTS, OH · 2 employees$351.2M AUM
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GYROSCOPE CAPITAL MANAGEMENT GROUP LLCCRD 801-79925 · SEC# 801-79925 · NAPLES, FL · 7 employees$351M AUM
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FOGEL CAPITAL MANAGEMENT INCCRD 801-49135 · SEC# 801-49135 · STUART, FL · 11 employees$350.9M AUM
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LUMBARD & KELLNER, LLCCRD 801-61888 · SEC# 801-61888 · HOLLIS, NH · 4 employees$350.9M AUM
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NEPSIS, INC.CRD 801-67023 · SEC# 801-67023 · MINNEAPOLIS, MN · 23 employees$350.8M AUM
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MOUNT KELLETT CAPITAL MANAGEMENT LPCRD 801-73721 · SEC# 801-73721 · NEW YORK, NY · 1 employees$350.7M AUM
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BILTMORE WEALTH MANAGEMENT, LLCCRD 801-81007 · SEC# 801-81007 · TEMPE, AZ · 4 employees$350.6M AUM
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PECAUT & CO.CRD 801-49498 · SEC# 801-49498 · SIOUX CITY, IA · 4 employees$350.5M AUM
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ENCOMPASS WEALTH ADVISORS, LLCCRD 801-79393 · SEC# 801-79393 · PORTLAND, OR · 5 employees$350.4M AUM
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CROWLEY WEALTH MANAGEMENT, INC.CRD 801-29207 · SEC# 801-29207 · WILMINGTON, DE · 5 employees$350.4M AUM
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CASTLE WEALTH MANAGEMENT LLCCRD 801-60871 · SEC# 801-60871 · WEST PALM BEACH, FL · 7 employees$350.1M AUM
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LINCOLN CAPITAL CORPORATIONCRD 801-38517 · SEC# 801-38517 · EAST GREENWICH, RI · 6 employees$349.9M AUM
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HERRING CREEK CAPITAL MANAGEMENT, LLCCRD 801-77911 · SEC# 801-77911 · STAMFORD, CT · 13 employees$349.9M AUM
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WECHTER FELDMAN WEALTH MANAGEMENT, INC.CRD 801-61057 · SEC# 801-61057 · PARSIPPANY, NJ · 6 employees$349.8M AUM
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KDI CAPITAL PARTNERS, LLCCRD 801-74248 · SEC# 801-74248 · RALEIGH, NC · 6 employees$349.7M AUM
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LBA WEALTH MANAGEMENT, LLCCRD 801-70003 · SEC# 801-70003 · JACKSONVILLE, FL · 6 employees$349.7M AUM
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KCS WEALTH ADVISORY, LLCCRD 801-80615 · SEC# 801-80615 · LOS ANGELES, CA · 8 employees$349.7M AUM
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NAPA VALLEY WEALTH MANAGEMENT, INC.CRD 801-62343 · SEC# 801-62343 · ST. HELENA, CA · 5 employees$349.6M AUM
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MEMBERS ADVISORY GROUP, LLCCRD 801-77362 · SEC# 801-77362 · WILLIAMSVILLE, NY · 6 employees$349.3M AUM
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NOVAK FINANCIAL PLANNING LLCCRD 801-57319 · SEC# 801-57319 · BEL AIR, MD · 5 employees$349.2M AUM
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INCLINE GLOBAL MANAGEMENT, LLCCRD 801-76692 · SEC# 801-76692 · NEW YORK, NY · 6 employees$349.2M AUM
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BRIAN D. LOWDER, INC.CRD 801-27745 · SEC# 801-27745 · SAN DIEGO, CA · 3 employees$349.2M AUM
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ELITE CAPITAL MANAGEMENT GROUP, LLCCRD 801-69929 · SEC# 801-69929 · 5 employees$348.9M AUM
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BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLCCRD 801-69933 · SEC# 801-69933 · CHICAGO, IL · 11 employees$348.9M AUM
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GABLES CAPITAL MANAGEMENT INCCRD 801-54966 · SEC# 801-54966 · MIAMI, FL · 6 employees$348.9M AUM
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CLIENT 1ST ADVISORY GROUP LLCCRD 801-78052 · SEC# 801-78052 · DUNEDIN, FL · 6 employees$348.6M AUM
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BIRINYI ASSOCIATES, INC.CRD 801-37267 · SEC# 801-37267 · WESTPORT, CT · 3 employees$348.6M AUM
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U.S. FINANCIAL ADVISORS, LLCCRD 801-55953 · SEC# 801-55953 · BRAINTREE, MA · 12 employees$348.6M AUM
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CYPRESS ADVISORS INC.CRD 801-73213 · SEC# 801-73213 · NEW YORK, NY · 3 employees$348.5M AUM
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ARSENAL VENTURE PARTNERS, INC.CRD 801-73317 · SEC# 801-73317 · WINTER PARK, FL · 5 employees$348.4M AUM
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REIK & CO., LLCCRD 801-67284 · SEC# 801-67284 · 5 employees$348.3M AUM
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DLK INVESTMENT ADVISORS, LLCCRD 801-69825 · SEC# 801-69825 · SOLANA BEACH, CA · 6 employees$348.3M AUM
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THE MUTUAL FUND STORE - INDIANA, LLCCRD 801-67596 · SEC# 801-67596 · OVERLAND PARK, KS$348.1M AUM