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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SOPHOS CAPITAL MANAGEMENT, L.P.CRD 801-79111 · SEC# 801-79111 · MENLO PARK, CA · 8 employees$258M AUM
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CPFA, LLCCRD 801-61885 · SEC# 801-61885 · GREENWOOD VILLAGE, CO · 8 employees$257.7M AUM
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BANKER INVESTMENT GROUP INCCRD 801-79396 · SEC# 801-79396 · WEST LAFAYETTE, IN · 4 employees$257.6M AUM
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MOLONEY SECURITIES CO., INC.CRD 801-64722 · SEC# 801-64722 · MANCHESTER, MO · 58 employees$257.6M AUM
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OPTIMUM FINANCIAL SERVICES, LLCCRD 801-38310 · SEC# 801-38310 · JACKSON, MS · 4 employees$257.5M AUM
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LEGACY FINANCIAL ADVISORS CORPORATIONCRD 801-62026 · SEC# 801-62026 · BLOOMINGTON, MN · 6 employees$257.2M AUM
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SCHULHOFF & CO INCCRD 801-11987 · SEC# 801-11987 · CINCINNATI, OH · 4 employees$257.2M AUM
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GFO ADVISORY SERVICES, LLCCRD 801-56752 · SEC# 801-56752 · GREENWICH, CT · 11 employees$257M AUM
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SIRIUS PARTNERS, L.P.CRD 801-74349 · SEC# 801-74349 · CHICAGO, IL · 6 employees$256.9M AUM
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TRINITY WEALTH ADVISORS, L.L.C.CRD 801-55428 · SEC# 801-55428 · ST. LOUIS, MO · 7 employees$256.6M AUM
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DENALI WEALTH MANAGEMENT, INC.CRD 801-71260 · SEC# 801-71260 · MEQUON, WI · 6 employees$256.5M AUM
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GLOBAL INVESTMENT ADVISER LCCRD 801-47774 · SEC# 801-47774 · NORTH PALM BEACH, FL · 2 employees$256.5M AUM
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PEACHTREE WEALTH MANAGEMENT, LLCCRD 801-63235 · SEC# 801-63235 · ATLANTA, GA · 5 employees$256.3M AUM
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NOGALES INVESTORS MANAGEMENT, LLCCRD 801-74225 · SEC# 801-74225 · LOS ANGELES, CA · 5 employees$256.2M AUM
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PENINSULA ASSET MANAGEMENT INCCRD 801-17065 · SEC# 801-17065 · BRADENTON, FL · 3 employees$256.1M AUM
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POST RESCH TALLON GROUP, INC.CRD 801-73147 · SEC# 801-73147 · PITTSFORD, NY · 5 employees$255.9M AUM
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FIRST OHIO PLANNING, LLCCRD 801-77963 · SEC# 801-77963 · COLUMBUS, OH · 6 employees$255.9M AUM
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AHC ADVISORS, INC.CRD 801-62202 · SEC# 801-62202 · ST. CHARLES, IL · 3 employees$255.9M AUM
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LANE AND ASSOCIATES LLCCRD 801-78408 · SEC# 801-78408 · MOORESTOWN, NJ · 7 employees$255.9M AUM
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HIGHER MOMENT CAPITAL LLCCRD 801-78296 · SEC# 801-78296 · BOSTON, MA · 7 employees$255.9M AUM
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MERCANTILE ADVISORS, L.L.P.CRD 801-61748 · SEC# 801-61748 · FORT WORTH, TX$255.7M AUM
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UNIWEALTH ADVISORS, INC.CRD 801-66275 · SEC# 801-66275 · 1 employees$255.7M AUM
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HUDSON ADVISOR SERVICES, INC.CRD 801-54763 · SEC# 801-54763 · BUFFALO, NY · 5 employees$255.7M AUM
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ARCADIA WEALTH MANAGEMENT, INC.CRD 801-77175 · SEC# 801-77175 · SMITHTOWN, NY · 6 employees$255.6M AUM
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WHITEROCK WEALTH MANAGEMENT CO.CRD 801-60828 · SEC# 801-60828 · DALLAS, TX · 6 employees$255.3M AUM
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GODSHALK WELSH CAPITAL MANAGEMENT, INC.CRD 801-39857 · SEC# 801-39857 · RADNOR, PA · 2 employees$255.3M AUM
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SILVER LAKE ADVISORY, LLCCRD 801-41655 · SEC# 801-41655 · 4 employees$255.3M AUM
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SUMMER STREET CAPITAL PARTNERS, LLCCRD 801-73785 · SEC# 801-73785 · 7 employees$255.1M AUM
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MEMPHIS CAPITAL MANAGEMENT, LLCCRD 801-67102 · SEC# 801-67102 · MEMPHIS, TN · 2 employees$254.9M AUM
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SOLENTURE ADVISORS LLCCRD 801-63092 · SEC# 801-63092 · PITTSBURGH, PA · 5 employees$254.8M AUM
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KNOW YOUR OPTIONS LLCCRD 801-92177 · SEC# 801-92177 · CHICAGO, IL · 12 employees$254.8M AUM
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SIGNPOST CAPITAL ADVISORS, LPCRD 801-78151 · SEC# 801-78151 · NEW YORK, NY · 8 employees$254.8M AUM
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STERNECK CAPITAL MANAGEMENT LLCCRD 801-45256 · SEC# 801-45256 · KANSAS CITY, MO · 6 employees$254.6M AUM
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DELTA PARTNERS, LPCRD 801-60486 · SEC# 801-60486 · BOSTON, MA · 7 employees$254.5M AUM
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REALM PARTNERS LLCCRD 801-73266 · SEC# 801-73266 · NEW YORK, NY · 10 employees$254.5M AUM
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THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLPCRD 801-77148 · SEC# 801-77148 · SCOTTSDALE, AZ · 2 employees$254.4M AUM
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PARK, MILLER, LLCCRD 801-69027 · SEC# 801-69027 · WALNUT CREEK, CA · 4 employees$254.2M AUM
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SAGE FINANCIAL MANAGEMENT GROUP, INC.CRD 801-67703 · SEC# 801-67703 · MCLEAN, VA · 8 employees$254.2M AUM
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DIBENEDETTO & ASSOCIATES LTDCRD 801-55322 · SEC# 801-55322 · LOVES PARK, IL · 3 employees$254.1M AUM
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WALLMAN INVESTMENT COUNSEL LLCCRD 801-68784 · SEC# 801-68784 · 2 employees$253.9M AUM
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CLEARLAKE ADVISORS, L.L.C.CRD 801-64946 · SEC# 801-64946 · SAN ANSELMO, CA · 4 employees$253.8M AUM
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MILLIE CAPITAL MANAGEMENT LLCCRD 801-57740 · SEC# 801-57740 · WALNUT CREEK, CA · 4 employees$253.8M AUM
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WHITE OAKS WEALTH ADVISORS INCCRD 801-51809 · SEC# 801-51809 · MINNEAPOLIS, MN$253.8M AUM
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PINNACLE CAPITAL MANAGEMENT, LLCCRD 801-67143 · SEC# 801-67143 · EAST SYRACUSE, NY · 5 employees$253.6M AUM
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IRVING PLACE CAPITAL MANAGEMENT, L.P.CRD 801-74172 · SEC# 801-74172 · NEW YORK, NY · 13 employees$253.4M AUM
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FRM AMERICAS LLCCRD 801-61231 · SEC# 801-61231 · NEW YORK, NY$253.1M AUM
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PRAXIENT CAPITAL LLPCRD 801-72507 · SEC# 801-72507$253M AUM
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THE PRUDENTIAL INSURANCE COMPANY OF AMERICACRD 801-12484 · SEC# 801-12484 · NEWARK, NJ · 12599 employees$252.9M AUM
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STRALEM & COMPANY, INCORPORATEDCRD 801-4175 · SEC# 801-4175 · NEW YORK, NY · 8 employees$252.9M AUM
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INTRINSIC WEALTH COUNSEL, INC.CRD 801-21151 · SEC# 801-21151 · TEMPE, AZ · 8 employees$252.8M AUM