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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LAMOND CAPITAL PARTNERS LLCCRD 801-74014 · SEC# 801-74014 · SAN FRANCISCO, CA$164.8M AUM
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FRIEDENTHAL FINANCIAL, LLCCRD 801-78622 · SEC# 801-78622 · MARLTON, NJ · 6 employees$164.8M AUM
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HODGE FINANCIAL SERVICES, LLCCRD 801-70530 · SEC# 801-70530 · HINSDALE, NH · 1 employees$164.7M AUM
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PRINCETON CAPITAL MANAGEMENT INCCRD 801-33000 · SEC# 801-33000 · PRINCETON, NJ · 6 employees$164.6M AUM
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FIDUCIARY FINANCIAL PARTNERS, LLCCRD 801-78241 · SEC# 801-78241 · NAPERVILLE, IL · 7 employees$164.6M AUM
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CIVIC CAPITAL ADVISORS, LLCCRD 801-77188 · SEC# 801-77188 · NEW YORK, NY · 9 employees$164.6M AUM
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BLACKFRIARS ASSET MANAGEMENT LIMITEDCRD 801-69993 · SEC# 801-69993 · 14 employees$164.5M AUM
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DARBY OVERSEAS PARTNERS, L.P.CRD 801-73239 · SEC# 801-73239 · WASHINGTON, DC · 4 employees$164.4M AUM
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ALL SEASON FINANCIAL ADVISORS, INC.CRD 801-16626 · SEC# 801-16626 · DENVER, CO · 4 employees$164.3M AUM
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BEDMINSTER L.L.C.CRD 801-58083 · SEC# 801-58083 · BLUFFTON, SC · 3 employees$164.3M AUM
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ASSET MANAGEMENT GROUP INVESTMENT CORP.CRD 801-78374 · SEC# 801-78374 · GREENWOOD VILLAGE, CO · 2 employees$164.3M AUM
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EXPERIENTIAL WEALTH, INC.CRD 801-71422 · SEC# 801-71422 · CABIN JOHN, MD · 2 employees$164.2M AUM
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FIVE MILE CAPITAL PARTNERS LLCCRD 801-74271 · SEC# 801-74271 · STAMFORD, CT · 8 employees$164.1M AUM
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CORNWALL CAPITAL MANAGEMENT LPCRD 801-73902 · SEC# 801-73902 · NEW YORK, NY · 8 employees$164M AUM
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FELL CAPITAL MANAGEMENTCRD 801-34774 · SEC# 801-34774 · NEWPORT BEACH, CA · 2 employees$164M AUM
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HL CAPITAL, INC.CRD 801-73158 · SEC# 801-73158 · NEW YORK, NY$163.7M AUM
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JM EGAN WEALTH ADVISORS, LLCCRD 801-69374 · SEC# 801-69374 · MADISON, NJ · 5 employees$163.7M AUM
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LINEAGE CAPITAL, LLCCRD 801-78267 · SEC# 801-78267 · BOSTON, MA · 5 employees$163.5M AUM
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CWC ADVISORS, LLCCRD 801-62369 · SEC# 801-62369 · LAKE OSWEGO, OR · 9 employees$163.5M AUM
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LIFESTAGE WEALTH MANAGEMENT LLCCRD 801-78361 · SEC# 801-78361 · MINNETONKA, MN · 5 employees$163.5M AUM
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PINNACLE WEALTH MANAGEMENT, LLCCRD 801-61796 · SEC# 801-61796 · 2 employees$163.5M AUM
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ALETHEIA RESEARCH AND MANAGEMENT INCCRD 801-55761 · SEC# 801-55761 · SANTA MONICA, CA · 10 employees$163.3M AUM
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WEBER HARTMANN VRIJHOF & PARTNERS LTD.CRD 801-72329 · SEC# 801-72329 · 5 employees$163.3M AUM
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SECURE PLANNING, LLCCRD 801-55630 · SEC# 801-55630 · PORTSMOUTH, NH · 6 employees$163.1M AUM
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GLADOWSKY CAPITAL MANAGEMENT CORPCRD 801-55802 · SEC# 801-55802 · SMITHTOWN, NY · 4 employees$163.1M AUM
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MITCHELL PORTFOLIO MANAGEMENT, L.P.CRD 801-79928 · SEC# 801-79928 · COSTA MESA, CA · 5 employees$163M AUM
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BANYAN GLOBAL INVESTMENT ADVISORS, LLCCRD 801-76863 · SEC# 801-76863 · BOCA RATON, FL · 4 employees$163M AUM
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COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORSCRD 801-61443 · SEC# 801-61443 · WILLIAMSBURG, VA · 3 employees$162.9M AUM
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PHASECAPITAL LPCRD 801-79405 · SEC# 801-79405 · NEW YORK, NY · 14 employees$162.9M AUM
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MCGINN PENNINGER INVESTMENT MANAGMENT, INC.CRD 801-40578 · SEC# 801-40578 · ALEXANDRIA, VA · 4 employees$162.6M AUM
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KELLEY INVESTMENTS, LLCCRD 801-67645 · SEC# 801-67645 · 3 employees$162.6M AUM
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DUCKWORTH WEALTH ADVISORS, INC.CRD 801-57574 · SEC# 801-57574 · NEWPORT BEACH, CA · 4 employees$162.4M AUM
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IKE CAPITAL, LLCCRD 801-63415 · SEC# 801-63415 · 3 employees$162.3M AUM
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REPUBLIC INVESTMENT MANAGEMENT PTE. LTD.CRD 801-70134 · SEC# 801-70134$162.2M AUM
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SALZMAN & CO., INC.CRD 801-73073 · SEC# 801-73073 · GREENWICH, CT · 2 employees$162.2M AUM
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STRATEGIC FINANCIAL MANAGEMENT, LLCCRD 801-73040 · SEC# 801-73040 · 3 employees$162.1M AUM
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ALAN B. LANCZ & ASSOCIATES, INC.CRD 801-24450 · SEC# 801-24450 · TOLEDO, OH · 3 employees$162.1M AUM
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ORCA INVESTMENT MANAGEMENT, LLCCRD 801-68050 · SEC# 801-68050 · ROSEBURG, OR · 7 employees$162.1M AUM
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EXCELSIA, INC.CRD 801-61798 · SEC# 801-61798 · SAVANNAH, GA · 5 employees$162.1M AUM
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LEGACY FINANCIAL STRATEGIES, LLCCRD 801-100471 · SEC# 801-100471 · OVERLAND PARK, KS · 11 employees$162M AUM
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FINANCIALLY SPEAKING INCCRD 801-38948 · SEC# 801-38948 · GREENWOOD VILLAGE, CO · 5 employees$162M AUM
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ASIA INVESTMENT PARTNERS, INC.CRD 801-73868 · SEC# 801-73868 · DENVER, CO$161.9M AUM
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D.C. CAPITAL ADVISORS, LIMITEDCRD 801-74024 · SEC# 801-74024 · NEW YORK, NY · 4 employees$161.8M AUM
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LEGACY ASSET MANAGEMENT, INC.CRD 801-57208 · SEC# 801-57208 · HOUSTON, TX · 7 employees$161.7M AUM
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CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.CRD 801-73129 · SEC# 801-73129 · BANNOCKBURN, IL · 4 employees$161.6M AUM
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CAMDEN PARTNERS EQUITY MANAGERS I, LLCCRD 801-60671 · SEC# 801-60671 · BALTIMORE, MD · 19 employees$161.6M AUM
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CAMDEN PARTNERS PRIVATE EQUITY ADVISORS, LLCCRD 801-60670 · SEC# 801-60670 · BALTIMORE, MD · 19 employees$161.6M AUM
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FIDUCIARY MANAGEMENT GROUP LTDCRD 801-18217 · SEC# 801-18217 · EDINA, MN · 4 employees$161.6M AUM
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KIKER WEALTH MANAGEMENT, LLCCRD 801-79392 · SEC# 801-79392 · JASPER, GA · 7 employees$161.5M AUM
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SARATOGA CAPITAL MANAGEMENT,LLCCRD 801-46534 · SEC# 801-46534 · AVONDALE, AZ · 4 employees$161.5M AUM