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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ZEPHYR INVESTMENT MANAGEMENTCRD 801-55289 · SEC# 801-55289 · WESTLAKE VILLAGE, CA$61M AUM
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BOYD FINANCIAL STRATEGIES, INC.CRD 801-51357 · SEC# 801-51357 · WORCESTER, MA$60.9M AUM
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BOULDER WEALTH MANAGEMENT, LLCCRD 801-71662 · SEC# 801-71662 · OVERLAND PARK, KS$60.9M AUM
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MORGAN INVESTMENTS INCCRD 801-10773 · SEC# 801-10773 · GREENVILLE, SC$60.9M AUM
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BOSTON STANDARD WEALTH MANAGEMENT, LLCCRD 801-72493 · SEC# 801-72493 · WINCHESTER, MA$60.8M AUM
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FUNDAMENTAL CAPITAL MANAGEMENT LLCCRD 801-70862 · SEC# 801-70862 · PASADENA, CA$60.7M AUM
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TMFS-TOLEDO, LLCCRD 801-70247 · SEC# 801-70247 · MAUMEE, OH$60.7M AUM
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BELVEDERE ASSET MANAGEMENT, LLCCRD 801-76961 · SEC# 801-76961 · NEWPORT BEACH, CA$60.7M AUM
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TMFS-PITTSBURGH I, LLCCRD 801-70904 · SEC# 801-70904 · CRANBERRY TOWNSHIP, PA$60.7M AUM
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EAN EQUITY FINANCIAL SERVICES LLCCRD 801-62076 · SEC# 801-62076 · MILLERSVILLE, MD$60.7M AUM
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CLEAR WEALTH, INC.CRD 801-63381 · SEC# 801-63381 · BOISE, ID$60.7M AUM
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TMF CAPITAL MANAGEMENT LLCCRD 801-70359 · SEC# 801-70359 · CHICAGO, IL$60.6M AUM
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ETHOS CAPITAL GROUP, LLCCRD 801-70029 · SEC# 801-70029 · JONESBORO, AR$60.5M AUM
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PERSPECTIVE WEALTH PARTNERS, LLCCRD 801-71093 · SEC# 801-71093$60.5M AUM
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MPA CAPITAL MANAGEMENT LLCCRD 801-77704 · SEC# 801-77704 · WILMINGTON, DE · 2 employees$60.5M AUM
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SCHULTZE ASSET MANAGEMENT, LPCRD 801-62112 · SEC# 801-62112 · RYE BROOK, NY · 6 employees$60.5M AUM
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OMEGA WEALTH MANAGEMENT LLCCRD 801-63529 · SEC# 801-63529 · ARLINGTON, VA$60.5M AUM
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BAKER ASSET MANAGEMENT LLCCRD 801-64476 · SEC# 801-64476 · OKLAHOMA CITY, OK · 3 employees$60.4M AUM
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ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLCCRD 801-69549 · SEC# 801-69549 · MECHANICSBURG, PA$60.4M AUM
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FINANCIAL PLANNING ASSOCIATES, LLCCRD 801-79162 · SEC# 801-79162 · WHITE PLAINS, NY · 1 employees$60.4M AUM
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A. MILLER INVESTMENT ADVISORS, L.P.CRD 801-55519 · SEC# 801-55519 · HOUSTON, TX$60.3M AUM
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SYNTAL CAPITAL PARTNERS, LLCCRD 801-74778 · SEC# 801-74778 · MIDLAND, TX · 1 employees$60.3M AUM
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LASCAUX RESOURCE CAPITAL, LLCCRD 801-80048 · SEC# 801-80048 · STAMFORD, CT · 5 employees$60.2M AUM
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JUST PLANS ETC A CALIFORNIA CORPORATIONCRD 801-57672 · SEC# 801-57672 · WALNUT CREEK, CA$60.2M AUM
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CAPITAL ASSET MANAGEMENT, LLCCRD 801-66990 · SEC# 801-66990 · JEFFERSONVILLE, IN$60.2M AUM
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PRENTICE CAPITAL MANAGEMENT, LPCRD 801-73739 · SEC# 801-73739 · GREENWICH, CT · 7 employees$60.1M AUM
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PAULEY FINANCIAL SERVICES, INC.CRD 801-67669 · SEC# 801-67669$60.1M AUM
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SOUNDVIEW CAPITAL MANAGEMENT CORPORATIONCRD 801-61426 · SEC# 801-61426 · NEW HAVEN, CT$60.1M AUM
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W A PROSKOW, LLCCRD 801-69576 · SEC# 801-69576$60M AUM
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TMFS - FRESNO, LLCCRD 801-69328 · SEC# 801-69328 · FRESNO, CA$60M AUM
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ARTIENCE CAPITAL MANAGEMENT, LLCCRD 801-70395 · SEC# 801-70395 · SAN FRANCISCO, CA$60M AUM
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BERYLIAN CAPITAL, LLCCRD 801-70787 · SEC# 801-70787 · MIAMI, FL$60M AUM
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CHRIS C CRENSHAW FINANCIAL SERVICES, LLCCRD 801-70169 · SEC# 801-70169 · DURHAM, NC$60M AUM
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CORE FINANCIAL PARTNERS INC.CRD 801-71861 · SEC# 801-71861 · VENICE, CA$60M AUM
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HEXAM CAPITAL PARTNERS, LLPCRD 801-71630 · SEC# 801-71630 · 11 employees$60M AUM
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HILLIER ADVISORS, LLCCRD 801-67701 · SEC# 801-67701 · OCALA, FL$60M AUM
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KVO CAPITAL MANAGEMENT, LLCCRD 801-69255 · SEC# 801-69255 · HANOVER, NH$60M AUM
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LAGER & COMPANY, INC.CRD 801-60553 · SEC# 801-60553$60M AUM
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LATTICE CAPITAL MANAGEMENT LLCCRD 801-67224 · SEC# 801-67224 · KIRKLAND, WA$60M AUM
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MARKET BRIDGE CAPITAL, LLCCRD 801-76552 · SEC# 801-76552 · 1 employees$60M AUM
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MCCORMICK CAPITAL MANAGEMENTCRD 801-27092 · SEC# 801-27092 · SEATTLE, WA$60M AUM
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PAGEONE FINANCIAL, INC.CRD 801-28756 · SEC# 801-28756 · GLENS FALLS, NY · 1 employees$60M AUM
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PALISADE INVESTMENTS, LLCCRD 801-71634 · SEC# 801-71634$60M AUM
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PIPER PE LIMITED LIABILITY PARTNERSHIPCRD 801-73206 · SEC# 801-73206$60M AUM
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QUINN FINANCIAL PARTNERS, LLCCRD 801-62829 · SEC# 801-62829 · NASHVILLE, TN$60M AUM
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STONEWORKS ASSET MANAGEMENT LLPCRD 801-68472 · SEC# 801-68472$60M AUM
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THIRD CREEK INVESTMENTS, INC.CRD 801-69055 · SEC# 801-69055$60M AUM
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TRH FINANCIAL LLCCRD 801-77205 · SEC# 801-77205 · CORALVILLE, IA · 5 employees$60M AUM
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VELOCITY INVESTMENT PARTNERS, LLCCRD 801-76564 · SEC# 801-76564 · LOS GATOS, CA$60M AUM
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WEST BRANCH CAPITAL LLCCRD 801-70326 · SEC# 801-70326 · HINGHAM, MA$59.9M AUM