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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STONE ARCH CAPITAL, LLCCRD 801-73245 · SEC# 801-73245 · MINNEAPOLIS, MN · 8 employees$221.4M AUM
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BERKSON ASSET MANAGEMENT, INC.CRD 801-63172 · SEC# 801-63172 · WOODLAND HILLS, CA · 5 employees$221.3M AUM
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TREES INVESTMENT COUNSEL LLCCRD 801-56565 · SEC# 801-56565 · CHICAGO, IL · 4 employees$221.2M AUM
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FALCONHEAD CAPITAL, LLCCRD 801-73370 · SEC# 801-73370 · NEW YORK, NY · 7 employees$221.1M AUM
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MCBREARTY CAPITAL MANAGEMENT INCCRD 801-57187 · SEC# 801-57187 · KNOXVILLE, TN · 4 employees$221.1M AUM
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RAY|THEIL WEALTH MANAGEMENT, LLCCRD 801-72348 · SEC# 801-72348 · BEAVERCREEK, OH · 2 employees$220.9M AUM
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BLOOMBERG WEALTH LLCCRD 801-77439 · SEC# 801-77439 · NEW YORK, NY · 45 employees$220.6M AUM
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KRANE FINANCIAL SOLUTIONS, LLCCRD 801-71344 · SEC# 801-71344 · CALABASAS, CA · 3 employees$220.6M AUM
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PORT STREET INVESTMENTS, LLCCRD 801-78708 · SEC# 801-78708 · NEWPORT BEACH, CA · 3 employees$220.5M AUM
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NEW ENGLAND FINANCIAL PLANNING GROUP, LLCCRD 801-17130 · SEC# 801-17130 · BURLINGTON, MA · 6 employees$220.5M AUM
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NEW CENTURY INVESTMENT MANAGEMENT, INCORPORATEDCRD 801-55627 · SEC# 801-55627 · SOUTHFIELD, MI · 3 employees$220.3M AUM
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GLENMORE ADVISORS, LLCCRD 801-71126 · SEC# 801-71126 · ATLANTA, GA$220.3M AUM
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SAGE FINANCIAL ADVISORS, LLCCRD 801-51183 · SEC# 801-51183 · RENO, NV · 3 employees$220.2M AUM
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HARRINGTON ASSET MANAGEMENT INCCRD 801-40961 · SEC# 801-40961 · DUBLIN, OH · 1 employees$220M AUM
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CREDIT CAPITAL INVESTMENTS, LLCCRD 801-74050 · SEC# 801-74050 · LIVINGSTON, NJ · 8 employees$220M AUM
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47 DEGREES NORTH CAPITAL MANAGEMENT LTDCRD 801-67697 · SEC# 801-67697 · 6 employees$220M AUM
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MAJESTIC CAPITAL MANAGEMENT, LLCCRD 801-65970 · SEC# 801-65970 · GROSSE POINTE FARMS, MI · 9 employees$220M AUM
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INSTITUTE FOR WEALTH ADVISORS, INC.CRD 801-69925 · SEC# 801-69925 · DENVER, CO$219.9M AUM
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KBC HOLDINGS LLCCRD 801-68684 · SEC# 801-68684 · 1 employees$219.7M AUM
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PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.CRD 801-72025 · SEC# 801-72025 · CHICAGO, IL$219.5M AUM
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BNB WEALTH MANAGEMENT, LLCCRD 801-53808 · SEC# 801-53808 · SILVER SPRING, MD · 4 employees$219.5M AUM
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AURORA INVESTMENT COUNSELCRD 801-60000 · SEC# 801-60000 · ATLANTA, GA · 4 employees$219.3M AUM
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FELIX ADVISORS LLCCRD 801-74321 · SEC# 801-74321 · NEW YORK, NY · 14 employees$219.3M AUM
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FIRST SANTA FE ADVISORS, LLCCRD 801-67927 · SEC# 801-67927 · SANTA FE, NM$218.9M AUM
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SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLCCRD 801-67988 · SEC# 801-67988 · NEWPORT BEACH, CA · 10 employees$218.8M AUM
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HANCOCK WHITNEY INVESTMENT SERVICES INC.CRD 801-68420 · SEC# 801-68420 · NEW ORLEANS, LA · 45 employees$218.8M AUM
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LUCAS CAPITAL MANAGEMENT, L.L.C.CRD 801-57997 · SEC# 801-57997 · RED BANK, NJ · 5 employees$218.6M AUM
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WESTON CAPITAL ASSET MANAGEMENT LLCCRD 801-60595 · SEC# 801-60595 · WEST PALM BEACH, FL$218.6M AUM
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VITAL WEALTH MANAGEMENT, LLCCRD 801-79119 · SEC# 801-79119 · ROSEMONT, IL · 2 employees$218.6M AUM
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LUCUS ADVISORS LLCCRD 801-79976 · SEC# 801-79976 · NEW YORK, NY · 8 employees$218.6M AUM
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SAINTS CAPITAL SERVICES, LLCCRD 801-74208 · SEC# 801-74208 · 3 employees$218.5M AUM
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MENDON CAPITAL ADVISORS CORPCRD 801-56497 · SEC# 801-56497 · KEY LARGO, FL · 4 employees$218.4M AUM
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PARAGON OUTCOMES MANAGEMENT LLCCRD 801-73960 · SEC# 801-73960 · NEW YORK, NY · 3 employees$218.4M AUM
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CTB FINANCIAL SERVICES, LTD.CRD 801-68577 · SEC# 801-68577 · SAINT LOUIS PARK, MN · 9 employees$218.3M AUM
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RITCHIE CAPITAL MANAGEMENT, L.L.C.CRD 801-76085 · SEC# 801-76085 · WHEATON, IL · 20 employees$218.3M AUM
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HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLCCRD 801-69981 · SEC# 801-69981 · SCOTTSDALE, AZ$218.2M AUM
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GAVION, LLCCRD 801-78065 · SEC# 801-78065 · MEMPHIS, TN · 12 employees$218.1M AUM
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IRONWOOD INVESTMENT MANAGEMENT, LLCCRD 801-55081 · SEC# 801-55081 · BOSTON, MA · 8 employees$218M AUM
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PIERMONT CAPITAL MANAGEMENT INC.CRD 801-67782 · SEC# 801-67782 · ST. LOUIS, MO · 9 employees$218M AUM
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SILVER SPRING INVESTMENT ADVISORS, LLCCRD 801-70984 · SEC# 801-70984 · RIDGEFIELD, CT$218M AUM
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MARRS WEALTH MANAGEMENT, LLCCRD 801-70824 · SEC# 801-70824 · AMES, IA · 6 employees$217.9M AUM
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ACCESS INVESTMENT ADVISORS INCCRD 801-56436 · SEC# 801-56436 · MANITOWOC, WI · 4 employees$217.9M AUM
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COSYNTRIS ADVISORY NETWORK, LLCCRD 801-77016 · SEC# 801-77016 · DENVER, CO · 4 employees$217.8M AUM
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VERITY WEALTH ADVISORS, LLCCRD 801-62022 · SEC# 801-62022 · SAUSALITO, CA · 2 employees$217.8M AUM
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CENTERVIEW CAPITAL MANAGEMENT LLCCRD 801-74431 · SEC# 801-74431 · NEW YORK, NY · 11 employees$217.8M AUM
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REAL ESTATE MANAGEMENT SERVICES GROUP, LLCCRD 801-61061 · SEC# 801-61061 · NAPLES, FL · 4 employees$217.6M AUM
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AMERICAN WEALTH MANAGEMENT, INC.CRD 801-66163 · SEC# 801-66163 · ALPHARETTA, GA · 10 employees$217.5M AUM
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ADIRONDACK RETIREMENT SPECIALISTS, INC.CRD 801-74527 · SEC# 801-74527 · QUEENSBURY, NY · 6 employees$217.5M AUM
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AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.CRD 801-61084 · SEC# 801-61084 · BERWYN, PA · 10 employees$217.3M AUM
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LITESPEED MANAGEMENT, L.L.C.CRD 801-66100 · SEC# 801-66100 · NEW YORK, NY · 7 employees$217.2M AUM