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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MGP WEALTH MANAGEMENT, LLCCRD 801-76644 · SEC# 801-76644 · OAK BROOK, IL · 3 employees$217.2M AUM
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EQUITAS CAPITAL ADVISORS,LLCCRD 801-61979 · SEC# 801-61979 · NEW ORLEANS, LA · 6 employees$217.1M AUM
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CONSTELLATION CAPITAL MANAGEMENT LLCCRD 801-73948 · SEC# 801-73948 · 3 employees$217.1M AUM
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BOYAR ASSET MANAGEMENT INCCRD 801-19283 · SEC# 801-19283 · NEW YORK, NY · 9 employees$217.1M AUM
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BISHOP STREET CAPITAL MANAGEMENT CORPCRD 801-57217 · SEC# 801-57217 · HONOLULU, HI · 12 employees$217M AUM
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CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLCCRD 801-69021 · SEC# 801-69021 · CLIFTON PARK, NY · 1 employees$217M AUM
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POWER ASSET MANAGEMENT LLCCRD 801-62399 · SEC# 801-62399 · LOS ANGELES, CA · 1 employees$217M AUM
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VALIVIAN ADVISORS LLCCRD 801-77923 · SEC# 801-77923 · SAN JUAN, PR · 4 employees$217M AUM
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VICTUS CAPTIAL WEALTH, LLCCRD 801-71919 · SEC# 801-71919 · SANTA MONICA, CA · 4 employees$216.8M AUM
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EIGHT INVESTMENT PARTNERS PTY LIMITEDCRD 801-72423 · SEC# 801-72423 · 10 employees$216.8M AUM
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HARVEST VOLATILITY MANAGEMENT, LLCCRD 801-69037 · SEC# 801-69037 · NORWALK, CT · 5 employees$216.6M AUM
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TFR ADVISORS LLPCRD 801-63101 · SEC# 801-63101 · PLANO, TX · 10 employees$216.6M AUM
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BEACON INVESTMENT MANAGEMENT, LLCCRD 801-80909 · SEC# 801-80909 · BOSTON, MA · 4 employees$216.6M AUM
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LEO H. EVART, INC.CRD 801-42861 · SEC# 801-42861 · REDWOOD CITY, CA · 2 employees$216.5M AUM
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CLEAR POINT ADVISORS, INC.CRD 801-55390 · SEC# 801-55390 · MELVILLE, NY · 4 employees$216.4M AUM
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JP WEALTH MANAGEMENT, INC.CRD 801-63273 · SEC# 801-63273 · MT. PLEASANT, SC · 2 employees$216.4M AUM
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5T WEALTH, LLCCRD 801-58183 · SEC# 801-58183 · NAPA, CA · 3 employees$216.1M AUM
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TAYLOR, COTTRILL LLCCRD 801-68203 · SEC# 801-68203 · NEW LONDON, NH · 6 employees$215.9M AUM
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SLOCUM GORDON & CO LLPCRD 801-14301 · SEC# 801-14301 · NEWPORT, RI · 6 employees$215.8M AUM
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FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.CRD 801-60097 · SEC# 801-60097 · PITTSBURGH, PA · 6 employees$215.8M AUM
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ACA II ADVISORS, LLCCRD 801-73455 · SEC# 801-73455 · NEW YORK, NY · 14 employees$215.7M AUM
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BLUE SPRUCE GLOBAL ADVISORS, LLCCRD 801-67533 · SEC# 801-67533 · 4 employees$215.7M AUM
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FAIRVIEW CONSTITUTION MANAGEMENT IV LLCCRD 801-72952 · SEC# 801-72952 · WEST HARTFORD, CT · 27 employees$215.5M AUM
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BENNINGFIELD FINANCIAL ADVISORS, LLCCRD 801-79441 · SEC# 801-79441 · SAN FRANCISCO, CA · 3 employees$215.4M AUM
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MIDLAND FINANCIAL ADVISORS, INC.CRD 801-70047 · SEC# 801-70047 · DELAFIELD, WI · 3 employees$215.3M AUM
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WAYPOINT ADVISORS, LLCCRD 801-61451 · SEC# 801-61451 · VIRGINIA BEACH, VA · 7 employees$215.1M AUM
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LEAF CLEAN ENERGY USA, LLCCRD 801-73680 · SEC# 801-73680 · WASHINGTON, DC$215M AUM
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NOVICK & COMPANY FINANCIAL GROUP, LLCCRD 801-70386 · SEC# 801-70386 · 7 employees$215M AUM
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RDG CAPITAL MANAGEMENT LLCCRD 801-72064 · SEC# 801-72064 · HOUSTON, TX$215M AUM
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WESTCO ADVISORY SERVICES, INC.CRD 801-69387 · SEC# 801-69387 · LYNBROOK, NY · 8 employees$214.9M AUM
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C.W. O'CONNER WEALTH ADVISORS, INC.CRD 801-66146 · SEC# 801-66146 · DULUTH, GA · 2 employees$214.7M AUM
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PNC MEZZANINE MANAGEMENT CORPCRD 801-73142 · SEC# 801-73142 · PITTSBURGH, PA · 15 employees$214.7M AUM
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TRIMARC WEALTH MANAGEMENT LLCCRD 801-75381 · SEC# 801-75381 · 3 employees$214.7M AUM
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STANDARD PACIFIC CAPITAL LLCCRD 801-49080 · SEC# 801-49080 · SAN FRANCISCO, CA · 17 employees$214.6M AUM
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PRESTON WEALTH ADVISORS, LLC.CRD 801-81195 · SEC# 801-81195 · RESTON, VA · 6 employees$214.6M AUM
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HAMMOND INVESTMENT PLANNING CORPORATIONCRD 801-60630 · SEC# 801-60630 · SMYRNA, GA · 2 employees$214.5M AUM
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IFS ADVISORS, INCCRD 801-80435 · SEC# 801-80435 · SARASOTA, FL · 1 employees$214.5M AUM
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FOUNDERS CAPITAL MANAGEMENT INCCRD 801-48364 · SEC# 801-48364 · HOUSTON, TX · 3 employees$214.4M AUM
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CEDAR HILL CAPITAL PARTNERS, LLCCRD 801-73885 · SEC# 801-73885 · NEW YORK, NY$214.3M AUM
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TBP INVESTMENTS MANAGEMENT, LLCCRD 801-63218 · SEC# 801-63218 · DALLAS, TX · 6 employees$214.3M AUM
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DUNTON AMMON GRESHAM JRCRD 801-54211 · SEC# 801-54211 · WHITE STONE, VA · 1 employees$214.2M AUM
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REAL PARTNERS, LLCCRD 801-74827 · SEC# 801-74827 · KING OF PRUSSIA, PA$214.2M AUM
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OLD NORTH ADVISORS, LLCCRD 801-63571 · SEC# 801-63571 · BOSTON, MA · 3 employees$214.2M AUM
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HORTER INVESTMENT MANAGEMENT, LLCCRD 801-67471 · SEC# 801-67471 · CINCINNATI, OH · 44 employees$214.1M AUM
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CANNAE ADVISORS LLCCRD 801-73505 · SEC# 801-73505 · GREENWICH, CT · 4 employees$214M AUM
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SGL FINANCIAL, LLCCRD 801-96223 · SEC# 801-96223 · BUFFALO GROVE, IL · 19 employees$214M AUM
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STERLING GLOBAL STRATEGIES, LLCCRD 801-80635 · SEC# 801-80635 · CARLSBAD, CA · 5 employees$214M AUM
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CONCOURSE CAPITAL MANAGEMENT, LLCCRD 801-78320 · SEC# 801-78320 · ATLANTA, GA · 5 employees$213.9M AUM
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STERLING CAPITAL MANAGEMENT INCCRD 801-54107 · SEC# 801-54107 · BROOKFIELD, WI · 3 employees$213.9M AUM
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TANDEM CAPITAL MANAGEMENT CORPCRD 801-38764 · SEC# 801-38764 · WOODCLIFF LAKE, NJ · 5 employees$213.8M AUM