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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FINANCIAL RESEARCH, INC.CRD 801-63243 · SEC# 801-63243 · ISSAQUAH, WA$70.5M AUM
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KB & PARTNERS MANAGEMENT CO LLCCRD 801-57422 · SEC# 801-57422 · NEW YORK, NY · 6 employees$70.5M AUM
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TITAN CAPITAL MANAGEMENT, LLCCRD 801-62913 · SEC# 801-62913 · MODESTO, CA · 4 employees$70.4M AUM
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PROFESSIONAL FINANCIAL ADVISORS, INC.CRD 801-63779 · SEC# 801-63779 · CAMP HILL, PA$70.4M AUM
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MASON ROAD WEALTH ADVISORS, L.L.C.CRD 801-66998 · SEC# 801-66998 · CHESTERFIELD, MO · 9 employees$70.3M AUM
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MCDERMOTT ADVISORY GROUP, LLCCRD 801-65308 · SEC# 801-65308 · WILMINGTON, DE$70.3M AUM
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HORIZON CAPITAL PARTNERS LLCCRD 801-68865 · SEC# 801-68865 · BILLINGS, MT$70.3M AUM
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WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.CRD 801-67858 · SEC# 801-67858 · CARSON CITY, NV$70.3M AUM
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PROFITSCORE CAPITAL MANAGEMENT, INC.CRD 801-70342 · SEC# 801-70342 · EAGLE, ID · 4 employees$70.2M AUM
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ALPHA TITANS LLCCRD 801-68680 · SEC# 801-68680 · SANTA BARBARA, CA$70.1M AUM
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CAPITAL REGION FINANCIAL GROUP, LLCCRD 801-71888 · SEC# 801-71888 · FOLSOM, CA · 2 employees$70.1M AUM
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CLEARPATH CAPITAL PARTNERS LLCCRD 801-67896 · SEC# 801-67896 · SAN MATEO, CA$70.1M AUM
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AVALAN, LLCCRD 801-78429 · SEC# 801-78429 · SANTA BARBARA, CA · 3 employees$70M AUM
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CAERUS GLOBAL INVESTORS, LLCCRD 801-96207 · SEC# 801-96207 · NEW YORK, NY · 5 employees$70M AUM
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COMPREHENSIVE MONEY MANAGEMENT SERVICES LLCCRD 801-69198 · SEC# 801-69198$70M AUM
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D3 FINANCIAL COUNSELORS LLCCRD 801-67294 · SEC# 801-67294 · DOWNERS GROVE, IL$70M AUM
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EUCLID INVESTMENT ADVISORY, LLCCRD 801-60766 · SEC# 801-60766 · BETHESDA, MD · 3 employees$70M AUM
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LEGACYTEXAS WEALTH ADVISORS, LLCCRD 801-68997 · SEC# 801-68997 · RICHARDSON, TX · 3 employees$70M AUM
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MCBRIDE FINANCIAL ADVISORS, LLCCRD 801-60520 · SEC# 801-60520$70M AUM
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PRESIDIUM PARTNERS, LLCCRD 801-68161 · SEC# 801-68161 · SAN RAMON, CA$70M AUM
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FORTIUS FINANCIAL ADVISORS, LLCCRD 801-71571 · SEC# 801-71571 · SALT LAKE CITY, UT$70M AUM
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THEOREMA ADVISORS UK LLPCRD 801-71329 · SEC# 801-71329 · 3 employees$69.9M AUM
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REZNY WEALTH MANAGEMENT, LTDCRD 801-55935 · SEC# 801-55935$69.9M AUM
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MCMILLEN & COMPANY, INC.CRD 801-66844 · SEC# 801-66844 · BOISE, ID · 3 employees$69.9M AUM
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TUCKER FINANCIAL SERVICES, INC.CRD 801-67977 · SEC# 801-67977 · CHAMBERSBURG, PA$69.9M AUM
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WATERSTONE WEALTH ADVISORS, LLCCRD 801-66453 · SEC# 801-66453 · SOMERVILLE, NJ$69.8M AUM
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FIVE KEYS CAPITAL ADVISORS INC.CRD 801-37873 · SEC# 801-37873 · DALLAS, TX · 3 employees$69.7M AUM
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T2 PARTNERS MANAGEMENT LPCRD 801-63303 · SEC# 801-63303 · 2 employees$69.6M AUM
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VIDA WEALTH PARTNERS, INC.CRD 801-67215 · SEC# 801-67215 · SANTA BARBARA, CA$69.6M AUM
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EK RILEY INVESTMENTS, LLCCRD 801-67685 · SEC# 801-67685 · SEATTLE, WA$69.6M AUM
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SOUTHERN CAPITAL SERVICES, INC.CRD 801-18286 · SEC# 801-18286 · DAPHNE, AL$69.5M AUM
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FAIRWAY FINANCIAL, LLCCRD 801-71009 · SEC# 801-71009 · ALTAMONTE SPRINGS, FL$69.5M AUM
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NAUSET WEALTH MANAGEMENT, LLCCRD 801-69318 · SEC# 801-69318 · WESTPORT, CT$69.5M AUM
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BUFFALO CAPITAL CORPORATIONCRD 801-19279 · SEC# 801-19279 · NEWPORT BEACH, CA$69.4M AUM
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KIKER WEALTH MANAGEMENT, LLCCRD 801-71643 · SEC# 801-71643 · JASPER, GA$69.4M AUM
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ALLEGIANCE FINANCIAL GROUP, INC.CRD 801-66952 · SEC# 801-66952 · SOUTH PORTLAND, ME · 10 employees$69.4M AUM
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GARRISON CAPITAL MANAGEMENT, LLCCRD 801-62997 · SEC# 801-62997 · HOUSTON, TX$69.3M AUM
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CONNECTIVE PORTFOLIO MANAGEMENT, LLCCRD 801-80695 · SEC# 801-80695 · NEW YORK, NY · 4 employees$69.3M AUM
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MONK, STANLEY EARLCRD 801-69291 · SEC# 801-69291 · 1 employees$69.3M AUM
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OUTRIDER MANAGEMENT, L.L.C.CRD 801-62839 · SEC# 801-62839 · SAN MATEO, CA · 2 employees$69.3M AUM
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STRATEGIC FINANCIAL PARTNERS, LTDCRD 801-69924 · SEC# 801-69924 · PORTLAND, OR$69.3M AUM
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SEAHORSE FINANCIAL ADVISERS INC.CRD 801-77819 · SEC# 801-77819 · MILLBROOK, NY · 1 employees$69.3M AUM
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VISTA FINANCIAL ADVISORS, INC.CRD 801-64833 · SEC# 801-64833 · PONTE VEDRA BEACH, FL · 3 employees$69.2M AUM
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LAUB GEORGE WESLEYCRD 801-33969 · SEC# 801-33969 · BUFFALO, NY · 2 employees$69.2M AUM
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RICHEY ADVISORS, INC.CRD 801-67100 · SEC# 801-67100 · FULLERTON, CA$69.2M AUM
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REYNOLDS CAPITAL MANAGEMENT, LLCCRD 801-23561 · SEC# 801-23561 · LAS VEGAS, NV · 1 employees$69.1M AUM
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TREE CITY INVESTMENTS, INC.CRD 801-67227 · SEC# 801-67227 · LAKEFOREST, IL$69.1M AUM
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HALBERT WEALTH MANAGEMENT, INC.CRD 801-55411 · SEC# 801-55411 · AUSTIN, TX · 2 employees$69.1M AUM
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FOURSTAR WEALTH ADVISORS, LLCCRD 801-78928 · SEC# 801-78928 · 3 employees$69M AUM
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LINDAHL & MANSAGER INCCRD 801-43859 · SEC# 801-43859 · FAIRLAWN, OH$69M AUM