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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CYPRESS ASSET MANAGEMENT INCCRD 801-51814 · SEC# 801-51814 · HOUSTON, TX · 5 employees$348.1M AUM
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ALPHA CAPITAL MANAGEMENT, LLCCRD 801-67035 · SEC# 801-67035 · ATLANTA, GA · 2 employees$348M AUM
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GARMARK ADVISORS II L.L.C.CRD 801-73649 · SEC# 801-73649 · STAMFORD, CT · 6 employees$348M AUM
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CRESTWOOD CAPITAL MANAGEMENT, L.P.CRD 801-73190 · SEC# 801-73190 · NEW YORK, NY · 4 employees$348M AUM
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PARADIGM WEALTH MANAGEMENT, LLCCRD 801-69719 · SEC# 801-69719 · WESTLAKE, OH · 7 employees$347.9M AUM
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INVESTMENT ADVISORY PROFESSIONALS LLCCRD 801-56858 · SEC# 801-56858 · BOCA RATON, FL · 3 employees$347.9M AUM
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IMPULSORA DEL FONDO MEXICO, SCCRD 801-16064 · SEC# 801-16064 · 5 employees$347.8M AUM
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ELIZABETH PARK CAPITAL ADVISORS, LTDCRD 801-79370 · SEC# 801-79370 · PEPPER PIKE, OH · 9 employees$347.6M AUM
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REZNY WEALTH MANAGEMENT, INC.CRD 801-79468 · SEC# 801-79468 · FORT MYERS, FL · 6 employees$347.5M AUM
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TAYLOR WEALTH MANAGEMENT PARTNERS LLCCRD 801-79185 · SEC# 801-79185 · BOSTON, MA · 5 employees$347.3M AUM
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HOLCOMBE FINANCIAL, INC.CRD 801-67308 · SEC# 801-67308 · ATLANTA, GA · 6 employees$347.1M AUM
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GLOBALBRIDGE ADVISORS, INC.CRD 801-60180 · SEC# 801-60180 · MINNEAPOLIS, MN · 6 employees$347M AUM
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CORNERCAP INVESTMENT COUNSEL INCCRD 801-36918 · SEC# 801-36918 · ATLANTA, GA · 4 employees$347M AUM
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HAVERFORD FINANCIAL SERVICES, INC.CRD 801-62759 · SEC# 801-62759 · RADNOR, PA · 45 employees$346.9M AUM
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CAPITALA INVESTMENT ADVISORS, LLCCRD 801-77467 · SEC# 801-77467 · CHARLOTTE, NC · 22 employees$346.6M AUM
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GF CAPITAL ASSET ADVISORS, LLCCRD 801-73292 · SEC# 801-73292 · NEW YORK, NY · 9 employees$346.5M AUM
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GREERWALKER WEALTH LLCCRD 801-61246 · SEC# 801-61246 · CHARLOTTE, NC · 7 employees$346.5M AUM
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JONATHAN D. POND, LLCCRD 801-66229 · SEC# 801-66229 · NEWTON, MA · 3 employees$346.4M AUM
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BALDWIN & CLARKE ADVISORY SERVICES LLCCRD 801-25587 · SEC# 801-25587 · BEDFORD, NH · 9 employees$346.4M AUM
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TOWNSEND ASSET MANAGEMENT CORP.CRD 801-18013 · SEC# 801-18013 · RALEIGH, NC · 10 employees$346.3M AUM
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NEWTON ONE INVESTMENTS LLCCRD 801-69525 · SEC# 801-69525 · NEWARK, DE · 6 employees$346.3M AUM
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WEALTH ADVISORS OF TAMPA BAY LLCCRD 801-74575 · SEC# 801-74575 · TAMPA, FL · 7 employees$346.1M AUM
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BEATON MANAGEMENT CO INCCRD 801-22549 · SEC# 801-22549 · HAVERHILL, MA · 2 employees$346M AUM
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SWBC INVESTMENT COMPANYCRD 801-68054 · SEC# 801-68054 · SAN ANTONIO, TX · 35 employees$345.8M AUM
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WEBSTERROGERS FINANCIAL ADVISORS, LLCCRD 801-61500 · SEC# 801-61500 · FLORENCE, SC · 10 employees$345.8M AUM
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MONARCH PARTNERS ASSET MANAGEMENT LLCCRD 801-71007 · SEC# 801-71007 · BOSTON, MA · 7 employees$345.5M AUM
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MARK J SNYDER FINANCIAL SERVICES INCCRD 801-38888 · SEC# 801-38888 · MEDFORD, NY · 10 employees$345.5M AUM
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COLUMBUS INVESTMENT ADVISORY INC.CRD 801-51052 · SEC# 801-51052 · NEW ALBANY, OH · 8 employees$345.5M AUM
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COWEN PRIME ADVISORS LLCCRD 801-72184 · SEC# 801-72184 · NEW YORK, NY · 4 employees$345.4M AUM
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SOUNDVIEW ADVISORS, INC.CRD 801-68960 · SEC# 801-68960 · OLYMPIA, WA · 11 employees$345.1M AUM
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SAPERE WEALTH MANAGEMENT, LLCCRD 801-61056 · SEC# 801-61056 · MATTHEWS, NC · 7 employees$345.1M AUM
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FALCON MANAGEMENT CORPORATIONCRD 801-73959 · SEC# 801-73959 · WYCKOFF, NJ$345M AUM
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TRAUST SOLLUS WEALTH MANAGEMENT, LLCCRD 801-57069 · SEC# 801-57069 · PRINCETON, NJ · 24 employees$344.4M AUM
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SYMPHONY FINANCIAL SERVICES, INC.CRD 801-63300 · SEC# 801-63300 · AKRON, OH · 11 employees$344.3M AUM
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B&L ASSET MANAGEMENT LLCCRD 801-54171 · SEC# 801-54171 · BOSTON, MA · 3 employees$344.3M AUM
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BERNICKE WEALTH MANAGEMENT, LTD.CRD 801-77179 · SEC# 801-77179 · ALTOONA, WI · 17 employees$344.1M AUM
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ASC TRUST CORPORATIONCRD 801-64853 · SEC# 801-64853$344M AUM
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LOCUST CAPITAL MANAGEMENT LLCCRD 801-71513 · SEC# 801-71513 · PHILADELPHIA, PA · 12 employees$344M AUM
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MAINSAIL ASSET MANAGEMENT, LLCCRD 801-67485 · SEC# 801-67485 · BIRMINGHAM, AL · 6 employees$343.9M AUM
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GILDER OFFICE FOR GROWTH, LLCCRD 801-74432 · SEC# 801-74432 · DURHAM, NC$343.9M AUM
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WHITCOMB & HESS, INC.CRD 801-78798 · SEC# 801-78798 · ASHLAND, OH · 28 employees$343.8M AUM
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BANKOH INVESTMENT SERVICES, INC.CRD 801-105480 · SEC# 801-105480 · HONOLULU, HI · 37 employees$343.7M AUM
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TEALWOOD ASSET MANAGEMENT INCCRD 801-29095 · SEC# 801-29095 · MINNEAPOLIS, MN · 7 employees$343.6M AUM
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LESJAK PLANNING, LLCCRD 801-15662 · SEC# 801-15662 · WESTLAKE, OH · 7 employees$343.4M AUM
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KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUPCRD 801-67464 · SEC# 801-67464 · APPLETON, WI · 6 employees$343.3M AUM
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WAKEFIELD ASSET MANAGEMENT, LLLPCRD 801-68152 · SEC# 801-68152 · ENGLEWOOD, CO · 11 employees$343.1M AUM
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HOLISTIC FINANCIAL PARTNERS, LLCCRD 801-79580 · SEC# 801-79580 · INDIANAPOLIS, IN · 6 employees$343M AUM
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CHANEY CAPITAL MANAGEMENT INC.CRD 801-67807 · SEC# 801-67807 · LYNNWOOD, WA · 6 employees$343M AUM
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CARMICHAEL HILL & ASSOCIATES INCCRD 801-34173 · SEC# 801-34173 · GAITHERSBURG, MD · 5 employees$342.9M AUM
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NETPLUS CAPITAL LLCCRD 801-71268 · SEC# 801-71268 · NEW YORK, NY · 6 employees$342.8M AUM