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Form ADV search
SEC-registered investment advisers from Form ADV, cross-linked to Form D filings.
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13950 results, page 192 of 279.
13950 advisers
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BROTHERTON INVESTMENT CONSULTANTS LLCSEC file number 801-57805 · SCOTTSDALE, AZ · 3 employees$150.9M AUM
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COMMONWEALTH FINANCIAL SERVICES, LLCSEC file number 801-71731 · PARKERSBURG, WV · 5 employees$150.8M AUM
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ROBERT PRISKE, LLCSEC file number 801-56373 · HONOLULU, HI · 2 employees$150.7M AUM
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LARIMER CAPITAL CORPSEC file number 801-29070 · DENVER, CO · 4 employees$150.7M AUM
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CONGRUENT INVESTMENT PARTNERS, LLCSEC file number 801-74184 · DALLAS, TX · 4 employees$150.6M AUM
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PROSAIC, LPSEC file number 801-73519 · 1 employees$150.6M AUM
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UA ADVISORY SERVICES, INC.SEC file number 801-64727 · ENDWELL, NY · 5 employees$150.5M AUM
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ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITEDSEC file number 801-63386 · 33 employees$150.3M AUM
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BLUE WATER CAPITAL MANAGEMENT, LLCSEC file number 801-67718 · SYRACUSE, NY · 4 employees$150.2M AUM
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METHOD ADVISORS, LLCSEC file number 801-68202 · NEEDHAM, MA · 5 employees$150.1M AUM
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COMPASS FINANCIAL ADVISORS LLCSEC file number 801-49054 · MEMPHIS, TN$150.1M AUM
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DENDRON ADVISORS, LLCSEC file number 801-77280 · NEW YORK, NY · 3 employees$150M AUM
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HIGLEY, JAMES, W.SEC file number 801-46920 · 1 employees$150M AUM
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NORTH POINT ADVISORSSEC file number 801-77700 · SAN RAMON, CA · 6 employees$150M AUM
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ST. ONGE, PAUL PHILIPSEC file number 801-19308 · EAST GREENWICH, RI$150M AUM
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T.H. ADVISORS LLCSEC file number 801-74416 · NEW YORK, NY$150M AUM
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ZERMATT WEALTH PARTNERS LLCSEC file number 801-17502 · SAN DIEGO, CA · 7 employees$150M AUM
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TILDEN LOUCKS & WOODNORTH LLCSEC file number 801-47188 · ELMHURST, IL · 2 employees$149.9M AUM
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PERSONAL PORTFOLIO MANAGEMENT, INC.SEC file number 801-72259 · JUPITER, FL · 2 employees$149.8M AUM
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PARAGON JV PARTNERS, LLCSEC file number 801-76245 · DALLAS, TX · 5 employees$149.8M AUM
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EDEN ROCK CAPITAL MANAGEMENT LLPSEC file number 801-66817$149.7M AUM
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TAYLOR WOODS CAPITAL MANAGEMENT LLCSEC file number 801-73742 · GREENWICH, CT$149.6M AUM
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TRILOGY CAPITAL MANAGEMENT, LLCSEC file number 801-65694 · NEW YORK, NY · 2 employees$149.6M AUM
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FLORIAN FINANCIAL GROUP LLCSEC file number 801-67944 · WILLIAMSVILLE, NY · 5 employees$149.6M AUM
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TRAUB CAPITAL MANAGEMENT, LLCSEC file number 801-70068 · NEEDHAM, MA · 3 employees$149.5M AUM
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NOMURA GLOBAL ALPHA LLCSEC file number 801-69212 · NEW YORK, NY · 3 employees$149.5M AUM
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J.E. SIMMONS & CO., P.C.SEC file number 801-54792 · DALLAS, TX · 4 employees$149.5M AUM
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CAPITAL TACTICS ADVISORS, LLCSEC file number 801-70844 · DALLAS, TX$149.5M AUM
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KINGS PEAK ASSET MANAGEMENT LPSEC file number 801-80545 · NEW YORK, NY · 7 employees$149.2M AUM
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INNIS INVESTMENTS LLCSEC file number 801-21037 · 2 employees$149.2M AUM
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KSTONE PARTNERS LLCSEC file number 801-70805 · HARRISON, NY · 12 employees$148.9M AUM
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N.D. PITMAN & COMPANY, INC.SEC file number 801-64499 · MOBILE, AL · 2 employees$148.8M AUM
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INDEPENDENT ADVISERS GROUP CORPSEC file number 801-50971 · BOSTON, MA · 80 employees$148.7M AUM
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BULWARKBAY INVESTMENT GROUP, LLCSEC file number 801-77912 · BOSTON, MA · 6 employees$148.7M AUM
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PINYON ASSET MANAGEMENT LPSEC file number 801-80235 · NEW YORK, NY · 6 employees$148.7M AUM
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CONFIDENTIAL MANAGEMENT ADVISORS, INC.SEC file number 801-70741 · TROY, MI · 2 employees$148.5M AUM
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LINDE EQUITY INC.SEC file number 801-71399 · 3 employees$148.5M AUM
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HOBERT & SVOBODA, INC.SEC file number 801-17285 · BROOKFIELD, WI · 8 employees$148.4M AUM
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ORION CAPITAL MANAGEMENT INCSEC file number 801-40234 · WINNETKA, IL · 8 employees$148.3M AUM
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SUSTAINABLE WEALTH MANAGEMENT LLCSEC file number 801-63839 · EUGENE, OR$148.3M AUM
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MCDERMOTT ADVISORY GROUP, LLCSEC file number 801-79723 · WILMINGTON, DE · 3 employees$148.2M AUM
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NUWAVE INVESTMENT MANAGEMENT, LLCSEC file number 801-70310 · PARSIPPANY, NJ · 8 employees$148.1M AUM
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BOND TECH INCSEC file number 801-45443 · BELLBROOK, OH · 2 employees$148.1M AUM
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PHOENIX REALTY GROUP LLCSEC file number 801-74246 · NEW YORK, NY · 19 employees$147.9M AUM
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SOLARIS ALTERNATIVE ASSET MANAGEMENT, LLCSEC file number 801-72994 · NEW YORK, NY$147.9M AUM
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CASTLETON PARTNERS, LLCSEC file number 801-66975 · 1 employees$147.9M AUM
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RAND ADVISORS, LLCSEC file number 801-80265 · DALLAS, TX · 2 employees$147.9M AUM
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KEYSTONE WEALTH ADVISORS, INCORPORATEDSEC file number 801-71355 · MINNEAPOLIS, MN · 4 employees$147.8M AUM
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PHASE III ADVISORY SERVICES, LTDSEC file number 801-63806 · BUFFALO GROVE, IL · 2 employees$147.8M AUM
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THE PRIVATE INVESTMENT GROUP, INC.SEC file number 801-62497 · CENTERVILLE, OH · 4 employees$147.8M AUM