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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INSTITUTIONAL INVESTMENT ADVISORS CORPCRD 801-77500 · SEC# 801-77500 · NEW YORK, NY · 3 employees$72.1M AUM
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ESSEX FINANCIAL ADVISORS, L.L.C.CRD 801-62760 · SEC# 801-62760 · TOPSFIELD, MA$72.1M AUM
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PROVIDENT CAPITAL MANAGEMENT INCCRD 801-63924 · SEC# 801-63924 · CARMEL, IN$72M AUM
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WEALTH NAVIGATION, LLCCRD 801-68025 · SEC# 801-68025 · CENTERVILLE, UT · 11 employees$72M AUM
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EMPIRIC ASSET MANAGEMENT, LLCCRD 801-73495 · SEC# 801-73495 · NEW YORK, NY$72M AUM
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ARCHSTONE MANAGEMENT COMPANY, LLCCRD 801-64470 · SEC# 801-64470 · NEW YORK, NY · 5 employees$72M AUM
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GLASS MANAGEMENT COMPANYCRD 801-60421 · SEC# 801-60421 · SAN ANTONIO, TX$72M AUM
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SOMERSET CAPITAL ADVISERS LLCCRD 801-57120 · SEC# 801-57120 · NEW YORK, NY · 4 employees$72M AUM
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NEW SHERIDAN ADVISORS, INC.CRD 801-70239 · SEC# 801-70239 · NEWPORT BEACH, CA$72M AUM
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GLOBAL VALUE INVESTMENT CORPCRD 801-68133 · SEC# 801-68133 · MEQUON, WI · 4 employees$71.8M AUM
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FAIRWAY ASSET MANAGEMENT, LLCCRD 801-71220 · SEC# 801-71220 · OMAHA, NE$71.8M AUM
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MERION REALTY ADVISERS, LLCCRD 801-72740 · SEC# 801-72740 · WYNNEWOOD, PA · 7 employees$71.8M AUM
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WATERTON ASSOCIATES, LLCCRD 801-73727 · SEC# 801-73727 · CHICAGO, IL$71.7M AUM
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CLEARPATH WEALTH MANAGEMENT, LLCCRD 801-68715 · SEC# 801-68715 · PROVIDENCE, RI$71.7M AUM
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NATIONAL FUND ADVISORS, LLCCRD 801-74427 · SEC# 801-74427 · NEW YORK, NY · 3 employees$71.7M AUM
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GREEN INVESTMENT MANAGEMENT INCCRD 801-21093 · SEC# 801-21093 · FORT WORTH, TX · 7 employees$71.7M AUM
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BAYHAWK ASSET MANAGEMENT, LLCCRD 801-71309 · SEC# 801-71309 · MARIETTA, GA · 5 employees$71.6M AUM
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JDH WEALTH MANAGEMENT, LLCCRD 801-63053 · SEC# 801-63053 · SANTA ROSA, CA$71.6M AUM
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SANTORI & PETERS, INC.CRD 801-25266 · SEC# 801-25266 · MONROEVILLE, PA$71.5M AUM
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UNITED ADVISORS, LLCCRD 801-66754 · SEC# 801-66754 · BOCA RATON, FL · 5 employees$71.5M AUM
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BARDIN FINANCIAL SERVICES INCCRD 801-55709 · SEC# 801-55709 · JACKSON, CA$71.5M AUM
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EVEREST WEALTH MANAGEMENT, LLCCRD 801-71593 · SEC# 801-71593 · LEAWOOD, KS$71.5M AUM
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SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.CRD 801-63813 · SEC# 801-63813 · NICHOLASVILLE, KY$71.5M AUM
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SIRIUS WEALTH MANAGEMENT STRATEGIES, LLCCRD 801-80973 · SEC# 801-80973 · 1 employees$71.5M AUM
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PACIFICOR, LLCCRD 801-61141 · SEC# 801-61141 · SCOTTSDALE, AZ · 2 employees$71.4M AUM
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BROWN & BROWN FINANCIAL SERVICES, INC.CRD 801-23005 · SEC# 801-23005 · DALLAS, TX$71.4M AUM
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ISSA AHMAD DCRD 801-57095 · SEC# 801-57095$71.4M AUM
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OTTER CREEK MANAGEMENT, INC.CRD 801-62535 · SEC# 801-62535 · PALM BEACH GARDENS, FL · 6 employees$71.3M AUM
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BLUE OCEAN PORTFOLIOS, LLCCRD 801-72266 · SEC# 801-72266 · CHESTERFIELD, MO$71.2M AUM
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APEX ADVISERS, LLCCRD 801-78007 · SEC# 801-78007 · ROCHESTER, NY · 1 employees$71.2M AUM
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TWRU PRIVATE WEALTH MANAGEMENT, LLCCRD 801-66991 · SEC# 801-66991 · BATON ROUGE, LA$71.1M AUM
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ARTESA FINANCIAL GROUP, LLCCRD 801-71552 · SEC# 801-71552 · CONROE, TX · 5 employees$71.1M AUM
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WHM CAPITAL ADVISORS, LLCCRD 801-69090 · SEC# 801-69090 · COLUMBIA, SC$71.1M AUM
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ACCESS FINANCIAL GROUP, INC.CRD 801-68401 · SEC# 801-68401 · BETHANY, OK · 6 employees$71.1M AUM
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HOMEWOOD CAPITAL MANAGEMENT, INC.CRD 801-64361 · SEC# 801-64361 · DANVILLE, CA$71.1M AUM
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DOWSE SECURITIES MANAGEMENT CORPCRD 801-13839 · SEC# 801-13839 · NAPA, CA$71M AUM
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CHRONIM INVESTMENTS INC.CRD 801-64167 · SEC# 801-64167 · IRVING, TX$70.8M AUM
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ANNAPOLIS FINANCIAL SERVICES, LLCCRD 801-64105 · SEC# 801-64105$70.8M AUM
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SYNERGY FINANCIAL GROUP OF ARIZONA, LLCCRD 801-71423 · SEC# 801-71423 · SCOTTSDALE, AZ$70.8M AUM
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CAPITAL MANAGEMENT CORP OF THE NORTHEASTCRD 801-37116 · SEC# 801-37116 · WASHINGTON DEPOT, CT$70.8M AUM
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BLUM CAPITAL PARTNERS LPCRD 801-47995 · SEC# 801-47995 · SAN FRANCISCO, CA · 12 employees$70.7M AUM
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HARBOR CAPITAL ADVISORY SERVICES, INC.CRD 801-70674 · SEC# 801-70674 · FAIRPORT, NY · 4 employees$70.7M AUM
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WAYCROSS INVESTMENT MANAGEMENT COMPANYCRD 801-15376 · SEC# 801-15376 · BELLINGHAM, WA$70.7M AUM
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ARCHAMBO FINANCIAL ADVISORS, INC.CRD 801-62644 · SEC# 801-62644 · BARTLESVILLE, OK$70.7M AUM
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BREAKWATER INVESTMENT MANAGEMENT, LLCCRD 801-70828 · SEC# 801-70828 · SEATTLE, WA$70.7M AUM
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FINANCIAL MANAGEMENT INCCRD 801-19322 · SEC# 801-19322 · LITTLE ROCK, AR$70.6M AUM
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GREAT NORTHERN ASSET MANAGEMENT, INC.CRD 801-77614 · SEC# 801-77614 · WINTER PARK, FL · 6 employees$70.6M AUM
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TALIMCO, LLCCRD 801-73732 · SEC# 801-73732 · NEW YORK, NY · 2 employees$70.6M AUM
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THOMPSON DAVIS & CO., INC.CRD 801-67447 · SEC# 801-67447 · RICHMOND, VA · 13 employees$70.6M AUM
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VERITRUST FINANCIAL, LLCCRD 801-71237 · SEC# 801-71237 · AUSTIN, TX · 73 employees$70.5M AUM