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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NGP INVESTMENT ADVISOR, LPCRD 801-63264 · SEC# 801-63264 · HOUSTON, TX · 11 employees$312.3M AUM
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WEALTH DESIGN, LLCCRD 801-77786 · SEC# 801-77786 · SAN JOSE, CA · 3 employees$312.2M AUM
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ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLCCRD 801-78956 · SEC# 801-78956 · JACKSONVILLE, FL · 5 employees$312.2M AUM
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ALTRUIST FINANCIAL ADVISORS LLCCRD 801-66728 · SEC# 801-66728 · 1 employees$312.1M AUM
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CITIGROUP ALTERNATIVE INVESTMENTS LLCCRD 801-60990 · SEC# 801-60990 · NEW YORK, NY · 15 employees$312M AUM
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JACKSON FINANCIAL SERVICES, LLCCRD 801-63379 · SEC# 801-63379 · MT. PLEASANT, SC · 3 employees$311.9M AUM
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FINANCIAL LIFE FOCUS, LLCCRD 801-71195 · SEC# 801-71195 · PHILADELPHIA, PA · 8 employees$311.6M AUM
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KATONAH DEBT ADVISORS, L.L.C.CRD 801-73608 · SEC# 801-73608 · NEW YORK, NY · 12 employees$311.3M AUM
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DAKOTA WEALTH, LLCCRD 801-67012 · SEC# 801-67012 · PALM BEACH GARDENS, FL · 11 employees$311.2M AUM
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SQUARE ADVISORS, LLCCRD 801-74309 · SEC# 801-74309 · 1 employees$311.2M AUM
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BROADMARK ASSET MANAGEMENT LLCCRD 801-57807 · SEC# 801-57807 · DALLAS, TX · 5 employees$311.1M AUM
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THE GORES GROUP, LLCCRD 801-73952 · SEC# 801-73952 · BEVERLY HILLS, CA · 18 employees$311M AUM
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THIRTYNORTH INVESTMENTS, LLCCRD 801-71921 · SEC# 801-71921 · NEW ORLEANS, LA · 6 employees$311M AUM
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APPROPRIATE BALANCE FINANCIAL SERVICES INCCRD 801-22418 · SEC# 801-22418 · BELLEVUE, WA · 13 employees$310.8M AUM
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KRENSAVAGE ASSET MANAGEMENT, LLCCRD 801-78631 · SEC# 801-78631 · NEW YORK, NY · 4 employees$310.7M AUM
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S&A FINANCIAL SERVICES, INC.CRD 801-57170 · SEC# 801-57170 · OVERLAND PARK, KS · 11 employees$310.6M AUM
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PARKVIEW US LLCCRD 801-73116 · SEC# 801-73116 · NEW YORK CITY, NY · 4 employees$310.4M AUM
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JOSEPH P. LUCIA & ASSOCIATES, LLCCRD 801-76540 · SEC# 801-76540 · YORKTOWN HEIGHTS, NY · 5 employees$310.3M AUM
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RUSSIA PARTNERS MANAGEMENT, LLCCRD 801-73800 · SEC# 801-73800 · NEW YORK, NY · 5 employees$310M AUM
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THOMPSON WEALTH MANAGEMENT, LTD.CRD 801-39460 · SEC# 801-39460 · CONCORD, MA · 6 employees$310M AUM
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BELHEALTH INVESTMENT PARTNERS, LLCCRD 801-80963 · SEC# 801-80963 · FORT LAUDERDALE, FL · 6 employees$310M AUM
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STONE RUN CAPITAL, LLCCRD 801-70845 · SEC# 801-70845 · NEW YORK, NY · 4 employees$309.6M AUM
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CLEARLIGHT PARTNERS MANAGEMENT, LLCCRD 801-73529 · SEC# 801-73529 · NEWPORT BEACH, CA · 10 employees$309.5M AUM
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GS GAMMA ADVISORS, LLCCRD 801-66026 · SEC# 801-66026 · NEW YORK, NY · 4 employees$309.2M AUM
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FRONT ROW ADVISORS LLCCRD 801-106577 · SEC# 801-106577 · TIBURON, CA · 8 employees$309.2M AUM
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DAVID COOK & ASSOCIATES, INC.CRD 801-32023 · SEC# 801-32023 · ATLANTA, GA · 6 employees$309.2M AUM
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SIGNET INVESTMENT ADVISORY GROUP, INC.CRD 801-61636 · SEC# 801-61636 · PROVIDENCE, RI · 9 employees$309.2M AUM
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CONSERVATIVE WEALTH MANAGEMENT LLCCRD 801-66651 · SEC# 801-66651 · 1 employees$309.1M AUM
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ENHANCED CAPITAL PARTNERS, INC.CRD 801-74134 · SEC# 801-74134 · NEW YORK, NY$309M AUM
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LONE STAR INVESTMENT ADVISORS, LLCCRD 801-73932 · SEC# 801-73932 · DALLAS, TX · 5 employees$309M AUM
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SENECA CAPITAL INVESTMENTS, L.P.CRD 801-73971 · SEC# 801-73971 · NEW YORK, NY · 4 employees$308.8M AUM
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VAN LEEUWEN & COMPANY, LLCCRD 801-85177 · SEC# 801-85177 · PRINCETON, NJ · 7 employees$308.6M AUM
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SENTINEL WEALTH MANAGEMENT, INC.CRD 801-61393 · SEC# 801-61393 · RESTON, VA · 2 employees$308.5M AUM
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SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.CRD 801-79371 · SEC# 801-79371 · NICHOLASVILLE, KY · 10 employees$308.3M AUM
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KAMUNTING STREET CAPITAL MANAGEMENT, L.P.CRD 801-72724 · SEC# 801-72724 · MIAMI BEACH, FL · 7 employees$308.3M AUM
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GSK WEALTH ADVISORS, INC.CRD 801-62333 · SEC# 801-62333 · FORT LAUDERDALE, FL · 12 employees$308M AUM
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ACCESS FINANCIAL RESOURCES INC.CRD 801-58103 · SEC# 801-58103 · OKLAHOMA CITY, OK · 9 employees$308M AUM
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MB, LEVIS & ASSOCIATES,LLCCRD 801-76841 · SEC# 801-76841 · CENTER VALLEY, PA · 4 employees$307.9M AUM
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AMERICAN TRUST INVESTMENT ADVISORS, LLCCRD 801-60454 · SEC# 801-60454 · LEBANON, NH · 5 employees$307.8M AUM
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DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.CRD 801-93169 · SEC# 801-93169 · BUFFALO, MN · 8 employees$307.7M AUM
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WILLOWBRIDGE ASSOCIATES INC.CRD 801-80840 · SEC# 801-80840 · PLAINSBORO, NJ · 50 employees$307.7M AUM
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DEL MONTE GROUP LLCCRD 801-42165 · SEC# 801-42165 · 5 employees$307.6M AUM
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WEYBOSSET RESEARCH & MANAGEMENT, LLCCRD 801-57627 · SEC# 801-57627 · PROVIDENCE, RI · 4 employees$307.5M AUM
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JAMES REED FINANCIAL SERVICES, INC.CRD 801-35002 · SEC# 801-35002 · CLEVELAND, OH · 12 employees$307.4M AUM
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CG ASSET MANAGEMENT, LLCCRD 801-78712 · SEC# 801-78712 · NEW YORK, NY · 8 employees$307.2M AUM
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SIERRA GLOBAL MANAGEMENT, LLCCRD 801-74355 · SEC# 801-74355 · NEW YORK, NY · 10 employees$307.2M AUM
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LAULIMA FAMILY OFFICES, LLCCRD 801-73912 · SEC# 801-73912 · HONOLULU, HI · 5 employees$307.1M AUM
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SMEDLEY FINANCIAL SERVICES INCCRD 801-17207 · SEC# 801-17207 · SALT LAKE CITY, UT · 10 employees$307.1M AUM
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CARTER AND CARTER WEALTH STRATEGIES, INC.CRD 801-100432 · SEC# 801-100432 · EUGENE, OR · 7 employees$307M AUM
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ARLEN CAPITAL, LLCCRD 801-63038 · SEC# 801-63038 · WARWICK, RI · 5 employees$306.9M AUM