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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ORFORD CAPITAL MANAGEMENTCRD 801-51616 · SEC# 801-51616 · SAN FRANCISCO, CA$64.2M AUM
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PEPPERTREE PARTNERS, LLCCRD 801-60525 · SEC# 801-60525 · BEACHWOOD, OH$64.1M AUM
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WEAVER CAPITAL MANAGEMENT, LLCCRD 801-70160 · SEC# 801-70160 · SUWANEE, GA$64.1M AUM
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FREDERICK CAPITAL MANAGEMENT, INC.CRD 801-64906 · SEC# 801-64906$64M AUM
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HIRST WEALTH MANAGEMENT, INC.CRD 801-61273 · SEC# 801-61273$64M AUM
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VALENTINE INVESTMENTS, LLCCRD 801-71468 · SEC# 801-71468 · DALLAS, TX$64M AUM
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MARATHON INVESTMENT MANAGEMENT, INC.CRD 801-53893 · SEC# 801-53893 · GREENWOOD VILLAGE, CO$64M AUM
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HOEY INVESTMENTS, INC.CRD 801-70778 · SEC# 801-70778 · WEST CHESTER, PA$64M AUM
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KEEFER PENSION CONSULTING, INC.CRD 801-70330 · SEC# 801-70330 · MARINA DEL REY, CA$64M AUM
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HOLMES & TURNER FINANCIAL SERVICES, INC.CRD 801-64030 · SEC# 801-64030 · DENVER, CO · 5 employees$64M AUM
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E. MAGNUS OPPENHEIM & CO. INC.CRD 801-14051 · SEC# 801-14051 · NEW YORK, NY · 2 employees$63.9M AUM
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IVCEVICH, MARK, JOSEPHCRD 801-69753 · SEC# 801-69753 · TAKOMA PARK, MD$63.9M AUM
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GUIDANCE INVESTMENTS, LLCCRD 801-62614 · SEC# 801-62614 · RESTON, VA$63.9M AUM
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RISK MANAGEMENT ADVISORY SERVICES, INC.CRD 801-60860 · SEC# 801-60860 · BELLMAWR, NJ$63.7M AUM
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NAPLES CAPITAL ADVISORS, INCCRD 801-69164 · SEC# 801-69164 · NAPLES, FL$63.7M AUM
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NEWLIN CAPITAL PARTNERS, LLCCRD 801-73606 · SEC# 801-73606 · NEWTOWN, PA · 2 employees$63.7M AUM
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NORTH SHORE ASSET MANAGEMENT, LLCCRD 801-67773 · SEC# 801-67773 · 1 employees$63.7M AUM
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TOP O THE HILL CO LLCCRD 801-52546 · SEC# 801-52546 · 2 employees$63.5M AUM
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LOCKSHIELD PARTNERS, INC.CRD 801-81159 · SEC# 801-81159 · GLASGOW, KY · 2 employees$63.5M AUM
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BARNSTONE ADVISORS LLCCRD 801-68172 · SEC# 801-68172 · PHOENIXVILLE, PA$63.5M AUM
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HELM CAPITAL MANAGEMENT LLCCRD 801-66902 · SEC# 801-66902 · SEATTLE, WA$63.5M AUM
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LINCAP MANAGEMENT COMPANYCRD 801-12138 · SEC# 801-12138$63.5M AUM
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BONWELL CAPITAL MANAGEMENT, LLCCRD 801-68776 · SEC# 801-68776 · RICHMOND, VA$63.5M AUM
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RESPONSIVE FINANCIAL GROUP, INC.CRD 801-62027 · SEC# 801-62027 · ROLLING MEADOWS, IL$63.4M AUM
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CORNERSTONE FINANCIAL PLANNING, LLCCRD 801-67272 · SEC# 801-67272$63.4M AUM
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MAIN STREET FINANCIAL LIFE ADVISORS, LLCCRD 801-60820 · SEC# 801-60820 · MOORESTOWN, NJ · 6 employees$63.4M AUM
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KATZ FAMILY FINANCIAL ADVISORS, LLCCRD 801-63959 · SEC# 801-63959 · ISSAQUAH, WA$63.4M AUM
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STEINHILBER ENTERPRISES, INC.CRD 801-68900 · SEC# 801-68900 · 2 employees$63.4M AUM
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MIDDLECOVE CAPITAL, LLCCRD 801-68677 · SEC# 801-68677 · CENTERBROOK, CT$63.3M AUM
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GUARDIAN WEALTH MANAGEMENT, LLCCRD 801-70742 · SEC# 801-70742$63.3M AUM
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TUCKER WEALTH MANAGEMENT, INC.CRD 801-68262 · SEC# 801-68262 · HONOLULU, HI$63.3M AUM
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AMERITRUST CAPITAL MANAGEMENT LTDCRD 801-45935 · SEC# 801-45935 · SANTA YNEZ, CA$63.2M AUM
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ABLES, IANNONE, MOORE & ASSOCIATES, INC.CRD 801-62047 · SEC# 801-62047 · BLUFFTON, SC$63.2M AUM
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CHADWICK & D'AMATO, LLCCRD 801-62604 · SEC# 801-62604 · NEW LONDON, NH · 2 employees$63.2M AUM
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AQUA INVESTMENT MANAGEMENT, LLCCRD 801-74869 · SEC# 801-74869 · NEW YORK, NY$63.2M AUM
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PAULSON WEALTH MANAGEMENT LLCCRD 801-70227 · SEC# 801-70227 · WHEATON, IL · 3 employees$63.1M AUM
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LIMOGES INVESTMENT MANAGEMENT PCCRD 801-67568 · SEC# 801-67568 · VANCOUVER, WA$63M AUM
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JOHN SHAO PORTFOLIO MANAGEMENT, INC.CRD 801-63501 · SEC# 801-63501$63M AUM
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KAREL CAPITAL INCCRD 801-34145 · SEC# 801-34145 · SPOKANE, WA$63M AUM
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TRUSTWELL FINANCIAL ADVISORS, LLCCRD 801-24583 · SEC# 801-24583 · JACKSONVILLE, FL$63M AUM
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WEALTH PLANNING & MANAGEMENT, LLCCRD 801-60329 · SEC# 801-60329$63M AUM
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MUELLER FINANCIAL SOLUTIONS CO.CRD 801-63972 · SEC# 801-63972 · CANON CITY, CO$63M AUM
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SCHAFFER & COMPANY ASSET MANAGEMENT, INC.CRD 801-92168 · SEC# 801-92168 · ROCHESTER, NY · 1 employees$62.8M AUM
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MCCARTHY J MICHAEL FINANCIAL ADVISOR INCCRD 801-56829 · SEC# 801-56829$62.8M AUM
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NIKE INVESTMENT PARTNERS, LLCCRD 801-70723 · SEC# 801-70723 · VIRGINIA BEACH, VA$62.7M AUM
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MARK CAPITAL MANAGEMENT INCCRD 801-42152 · SEC# 801-42152 · FRESNO, CA$62.7M AUM
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UPRIGHT FINANCIAL CORPCRD 801-38340 · SEC# 801-38340 · 3 employees$62.6M AUM
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PALADIN INVESTMENT LLCCRD 801-55396 · SEC# 801-55396$62.6M AUM
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LEGACY WEALTH ADVISORS, LLCCRD 801-62234 · SEC# 801-62234 · SAN JOSE, CA$62.6M AUM
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CASTLE WEALTH PLANNING LLCCRD 801-71667 · SEC# 801-71667 · SANTA BARBARA, CA$62.6M AUM