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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TRUMAN CAPITAL ADVISORS, LPCRD 801-73957 · SEC# 801-73957 · ARMONK, NY · 17 employees$319.1M AUM
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HILLCREST WEALTH ADVISORS - NY, LLCCRD 801-71316 · SEC# 801-71316 · HAZLET, NJ · 3 employees$319M AUM
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LBJ FAMILY WEALTH ADVISORS, LTD.CRD 801-64374 · SEC# 801-64374 · AUSTIN, TX · 2 employees$318.6M AUM
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BISHOP & COMPANY INVESTMENT MANAGEMENT, LLCCRD 801-68856 · SEC# 801-68856 · ERIE, PA · 2 employees$318.5M AUM
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JETSTREAM CAPITAL LLCCRD 801-63849 · SEC# 801-63849 · BRENTWOOD, TN$318M AUM
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SOUTH LAKEVIEW, LLCCRD 801-72281 · SEC# 801-72281 · 1 employees$318M AUM
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ROANOKE ASSET MANAGEMENT CORPCRD 801-13857 · SEC# 801-13857 · JERSEY CITY, NJ · 4 employees$317.9M AUM
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PENNANT MANAGEMENT INCCRD 801-49007 · SEC# 801-49007 · MILWAUKEE, WI · 10 employees$317.8M AUM
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MISSION VALUE PARTNERS, LLCCRD 801-71375 · SEC# 801-71375 · NASHVILLE, TN · 4 employees$317.6M AUM
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SAGEBROADVIEW WEALTH MANAGEMENT, LLCCRD 801-100506 · SEC# 801-100506 · FARMINGTON, CT · 5 employees$317.6M AUM
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AUOUR INVESTMENTS LLCCRD 801-80544 · SEC# 801-80544 · WOBURN, MA · 7 employees$317M AUM
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KUNATH KARREN RINNE & ATKIN LLCCRD 801-18935 · SEC# 801-18935 · SEATTLE, WA · 6 employees$316.8M AUM
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TRAXIS PARTNERS LPCRD 801-62070 · SEC# 801-62070 · GREENWICH, CT · 10 employees$316.6M AUM
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JANUS CAPITAL SINGAPORE PTE. LIMITEDCRD 801-72309 · SEC# 801-72309 · 10 employees$316.6M AUM
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LEGACY CG LLCCRD 801-57457 · SEC# 801-57457 · PLANO, TX · 5 employees$316.6M AUM
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TRIANGLE PEAK PARTNERS, LPCRD 801-69591 · SEC# 801-69591 · PALO ALTO, CA · 7 employees$316.6M AUM
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NAVIGOE, LLCCRD 801-78471 · SEC# 801-78471 · REDONDO BEACH, CA · 3 employees$316.6M AUM
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KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLCCRD 801-80151 · SEC# 801-80151 · DAYTONA BEACH, FL · 10 employees$316.5M AUM
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NEW AMSTERDAM PARTNERS LLCCRD 801-26535 · SEC# 801-26535 · NEW YORK, NY · 10 employees$316.2M AUM
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INTREPID FINANCIAL PLANNING GROUP, LLCCRD 801-61020 · SEC# 801-61020 · CARMEL, IN · 2 employees$316.1M AUM
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WEBB ADVISORS INCORPORATEDCRD 801-39985 · SEC# 801-39985 · BLOOMINGTON, MN · 7 employees$316M AUM
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PHILOSMITH CAPITAL CORPORATIONCRD 801-76154 · SEC# 801-76154 · STAMFORD, CT · 10 employees$315.9M AUM
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PARADIGM FUNDS ADVISOR LLCCRD 801-64574 · SEC# 801-64574 · ALBANY, NY · 13 employees$315.9M AUM
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SNIDER RETIREMENT STRATEGIES, INC.CRD 801-69025 · SEC# 801-69025 · BELLEVUE, WA · 10 employees$315.8M AUM
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MPWM ADVISORY SOLUTIONS LLCCRD 801-78961 · SEC# 801-78961 · ALPHARETTA, GA · 19 employees$315.7M AUM
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HAROLD DAVIDSON & ASSOCIATES INCCRD 801-9752 · SEC# 801-9752 · LOS ANGELES, CA · 7 employees$315.6M AUM
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CUTLER CAPITAL MANAGEMENT LLCCRD 801-57382 · SEC# 801-57382 · WORCESTER, MA · 9 employees$315.6M AUM
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JONES BARCLAY BOSTON & COMPANYCRD 801-46608 · SEC# 801-46608 · DENVER, CO · 9 employees$315.4M AUM
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LIFESTEPS FINANCIAL, INC.CRD 801-71544 · SEC# 801-71544 · CLAREMONT, CA · 6 employees$315.4M AUM
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THE KARRAS COMPANY, INC.CRD 801-55317 · SEC# 801-55317 · ROY, UT · 7 employees$315.2M AUM
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LIVE YOUR VISION, LLCCRD 801-70498 · SEC# 801-70498 · WEST CONSHOHOCKEN, PA · 10 employees$315M AUM
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GALLATIN ADVISERS LLCCRD 801-72169 · SEC# 801-72169 · NEW YORK, NY$315M AUM
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NOKOTA MANAGEMENT, LPCRD 801-73120 · SEC# 801-73120 · NEW YORK, NY · 1 employees$314.7M AUM
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TJT CAPITAL GROUP, LLCCRD 801-70286 · SEC# 801-70286 · STAMFORD, CT · 4 employees$314.7M AUM
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GAGE WILEY GROUP INCCRD 801-45616 · SEC# 801-45616 · NORTHAMPTON, MA · 12 employees$314.5M AUM
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GARRISON ASSET MANAGEMENT, LLCCRD 801-32442 · SEC# 801-32442 · FAYETTEVILLE, AR · 4 employees$314.2M AUM
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ELEVATE WEALTH ADVISORY, INC.CRD 801-77776 · SEC# 801-77776 · ATHENS, GA · 11 employees$314.1M AUM
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INSIGHT 2811 INCCRD 801-54428 · SEC# 801-54428 · CHICAGO, IL · 9 employees$313.8M AUM
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DEANS KNIGHT CAPITAL MANAGEMENT LTD.CRD 801-69980 · SEC# 801-69980 · 11 employees$313.7M AUM
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SL ADVISORS, LLCCRD 801-80396 · SEC# 801-80396 · 4 employees$313.7M AUM
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TAYLOR FINANCIAL GROUP, INC.CRD 801-61747 · SEC# 801-61747 · ROANOKE, VA · 5 employees$313.3M AUM
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AETNA ASSET ADVISORS, LLCCRD 801-73710 · SEC# 801-73710 · HARTFORD, CT · 29 employees$313.2M AUM
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AMERICAN INFRASTRUCTURE FUNDS, LLCCRD 801-74025 · SEC# 801-74025 · FOSTER CITY, CA · 10 employees$313.2M AUM
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BEECH HILL ADVISORS, INCCRD 801-31503 · SEC# 801-31503 · NEW YORK, NY · 8 employees$313.1M AUM
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J.H. WHITNEY INVESTMENT MANAGEMENT, LLCCRD 801-65465 · SEC# 801-65465 · NEW YORK, NY$312.9M AUM
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OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLCCRD 801-78523 · SEC# 801-78523 · ROCKVILLE, MD · 8 employees$312.8M AUM
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GREYSTONE WEALTH ADVISORS LLCCRD 801-61920 · SEC# 801-61920 · RYE BROOK, NY · 4 employees$312.7M AUM
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WEALTH MANAGEMENT GROUP, LLCCRD 801-64413 · SEC# 801-64413 · DOVER, DE · 6 employees$312.6M AUM
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THE MARTIN WORLEY GROUPCRD 801-79164 · SEC# 801-79164 · COTTONWOOD HEIGHTS, UT · 5 employees$312.5M AUM
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JJP CAPITAL MANAGEMENT, INC.CRD 801-20567 · SEC# 801-20567 · COLUMBIA, MO · 2 employees$312.5M AUM