ADV Search
Search SEC-registered investment advisers (Form ADV). Cross-linked to Form D filings under the same name.
Searching…
13950 advisers
-
TALIS ADVISORY SERVICES, LLCCRD 801-67609 · SEC# 801-67609 · RICHARDSON, TX · 24 employees$282.6M AUM
-
FINANCIAL ADVANTAGE INCCRD 801-31624 · SEC# 801-31624 · COLUMBIA, MD · 8 employees$282.5M AUM
-
BEACON FINANCIAL ADVISORS LTDCRD 801-43463 · SEC# 801-43463 · HOUSTON, TX · 3 employees$282.5M AUM
-
TRG ADVISORS, INC.CRD 801-72702 · SEC# 801-72702 · AMHERST, NY · 3 employees$282.5M AUM
-
AFT, FORSYTH & SOBER, LLCCRD 801-76925 · SEC# 801-76925 · VALRICO, FL · 2 employees$282.4M AUM
-
B, B, H, & B INC.CRD 801-20842 · SEC# 801-20842 · BIRMINGHAM, AL · 3 employees$282.2M AUM
-
PENNANT CAPITAL MANAGEMENT, LLCCRD 801-74097 · SEC# 801-74097 · SUMMIT, NJ · 4 employees$282.2M AUM
-
ANCHOR/RUSSELL CAPITAL ADVISORS LLCCRD 801-34634 · SEC# 801-34634 · BOSTON, MA$282.2M AUM
-
MERIDIAN CAPITAL PARTNERS, INC.CRD 801-62346 · SEC# 801-62346 · ALBANY, NY · 9 employees$282.1M AUM
-
STRATEGIC WEALTH ADVISORS, LLCCRD 801-62947 · SEC# 801-62947 · 4 employees$282.1M AUM
-
STABILIS CAPITAL MANAGEMENT, LPCRD 801-74169 · SEC# 801-74169 · NEW YORK, NY · 12 employees$282.1M AUM
-
SQN CAPITAL MANAGEMENT, LLCCRD 801-73122 · SEC# 801-73122 · NEW YORK, NY · 5 employees$282.1M AUM
-
AC INVESTMENT MANAGEMENT, LLCCRD 801-66922 · SEC# 801-66922 · NEW YORK, NY · 10 employees$282M AUM
-
LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.CRD 801-37038 · SEC# 801-37038 · MENLO PARK, CA · 3 employees$282M AUM
-
NVISION WEALTH GROUP, LLCCRD 801-80028 · SEC# 801-80028 · OVERLAND PARK, KS · 17 employees$282M AUM
-
HARVEST INVESTMENT SERVICES, LLCCRD 801-79232 · SEC# 801-79232 · OAKBROOK TERRACE, IL · 28 employees$281.7M AUM
-
ALLIANZ GLOBAL INVESTORS SOLUTIONS LLCCRD 801-69607 · SEC# 801-69607 · SAN DIEGO, CA$281.7M AUM
-
PORTFOLIO ADVISORY COUNCIL, L.L.C.CRD 801-27691 · SEC# 801-27691 · HOUSTON, TX · 9 employees$281.4M AUM
-
RIVERSTONE ADVISORS, LLCCRD 801-62778 · SEC# 801-62778 · 3 employees$281.2M AUM
-
RAGING CAPITAL MANAGEMENT, LLC.CRD 801-73110 · SEC# 801-73110 · ROCKY HILL, NJ · 2 employees$281.1M AUM
-
OAKSTREET WEALTH MANAGEMENT, INC.CRD 801-71076 · SEC# 801-71076 · DAYTON, OH · 6 employees$281.1M AUM
-
EPISTEME CAPITAL PARTNERS (UK), LLPCRD 801-79635 · SEC# 801-79635 · 18 employees$281M AUM
-
BLUESTONE CAPITAL MANAGEMENT, LLCCRD 801-77657 · SEC# 801-77657 · WAYNE, PA · 4 employees$281M AUM
-
PARAGON FINANCIAL PARTNERS, INC.CRD 801-72424 · SEC# 801-72424 · WOODLAND HILLS, CA · 2 employees$280.9M AUM
-
HFP WEALTH MANAGEMENT, LLCCRD 801-80348 · SEC# 801-80348 · DALLAS, TX · 7 employees$280.8M AUM
-
ALTEGRIS PORTFOLIO MANAGEMENT, INC.CRD 801-73015 · SEC# 801-73015 · LA JOLLA, CA$280.7M AUM
-
WALPOLE FINANCIAL ADVISORS, LLCCRD 801-79284 · SEC# 801-79284 · GOLETA, CA · 7 employees$280.5M AUM
-
BROWN, BENJAMIN, A.CRD 801-60609 · SEC# 801-60609 · 1 employees$280.3M AUM
-
DALE OIL & GAS PARTNERS, LLCCRD 801-78323 · SEC# 801-78323 · DALLAS, TX · 12 employees$280.3M AUM
-
ROUND HILL ASSET MANAGEMENT INCCRD 801-26950 · SEC# 801-26950 · PASADENA, CA · 8 employees$280.1M AUM
-
ENVOY ADVISORY, INC.CRD 801-72377 · SEC# 801-72377 · COLORADO SPRINGS, CO · 10 employees$280.1M AUM
-
BEDMINSTER CAPITAL MANAGEMENT LLCCRD 801-74285 · SEC# 801-74285 · DARIEN, CT · 6 employees$280M AUM
-
FINLES N.V.CRD 801-77028 · SEC# 801-77028 · 10 employees$280M AUM
-
ISZO CAPITAL MANAGEMENT LPCRD 801-80013 · SEC# 801-80013 · NEW YORK, NY · 1 employees$280M AUM
-
SINGLETERRY MANSLEY ASSET MANAGEMENT COMPANY, LLCCRD 801-61402 · SEC# 801-61402 · SUMMIT, NJ$280M AUM
-
WEALTH STRATEGIST PARTNERS, LLCCRD 801-72404 · SEC# 801-72404 · CHICAGO, IL · 5 employees$280M AUM
-
BRAHMA MANAGEMENT LLCCRD 801-69257 · SEC# 801-69257 · NEW YORK, NY · 4 employees$280M AUM
-
LARAWAY FINANCIAL ADVISORS, INC.CRD 801-63115 · SEC# 801-63115 · ST. CLOUD, MN · 7 employees$279.9M AUM
-
SOVEREIGN WEALTH ADVISORS, INC.CRD 801-66839 · SEC# 801-66839 · BELLEVUE, WA · 4 employees$279.8M AUM
-
SFM, LLCCRD 801-79426 · SEC# 801-79426 · MANCHESTER, NH · 5 employees$279.8M AUM
-
CRF FINANCIAL GROUPCRD 801-72062 · SEC# 801-72062 · INDIANAPOLIS, IN · 1 employees$279.5M AUM
-
WOLFF WIESE MAGANA LLCCRD 801-72588 · SEC# 801-72588 · CARSLBAD, CA · 7 employees$279.4M AUM
-
FULHAM & CO, INC.CRD 801-74066 · SEC# 801-74066 · WELLESLEY, MA · 11 employees$279.4M AUM
-
HORIZONS ETFS MANAGEMENT (US) LLCCRD 801-78693 · SEC# 801-78693 · NEW YORK, NY · 9 employees$279.4M AUM
-
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.CRD 801-55956 · SEC# 801-55956 · WARWICK, RI · 4 employees$278.8M AUM
-
RESOURCE PLANNING GROUP, LTD.CRD 801-43321 · SEC# 801-43321 · ATLANTA, GA · 7 employees$278.8M AUM
-
MOON CAPITAL MANAGEMENT LLCCRD 801-49240 · SEC# 801-49240 · KNOXVILLE, TN · 6 employees$278.4M AUM
-
ENHANCED INVESTMENT PRODUCTS ( CAYMAN) LIMITEDCRD 801-64892 · SEC# 801-64892 · 15 employees$278.3M AUM
-
JESS S. MORGAN & COMPANY., INC.CRD 801-4740 · SEC# 801-4740 · LOS ANGELES, CA · 18 employees$278.3M AUM
-
HUDSON VALLEY INVESTMENT ADVISORS, LLCCRD 801-66744 · SEC# 801-66744 · GOSHEN, NY$278.2M AUM