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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INVESTMENTS BY PLANNERS, INC.CRD 801-54838 · SEC# 801-54838 · BOCA RATON, FL$58.4M AUM
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GREY OWL CAPITAL MANAGEMENT, LLCCRD 801-70120 · SEC# 801-70120 · FALLS CHURCH, VA · 3 employees$58.4M AUM
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CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.CRD 801-67247 · SEC# 801-67247 · VALENCIA, CA · 3 employees$58.3M AUM
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BILLS ASSET MANAGEMENTCRD 801-61871 · SEC# 801-61871$58.3M AUM
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FINANCIAL DESIGN & MANAGEMENT INCCRD 801-22845 · SEC# 801-22845 · EASTON, CT$58.3M AUM
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MWM INVESTMENT CONSULTING, LLCCRD 801-70482 · SEC# 801-70482 · NAPLES, FL$58.3M AUM
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ALPHA CAPITAL RESEARCH, LLCCRD 801-58247 · SEC# 801-58247 · GLASTONBURY, CT · 2 employees$58.2M AUM
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KELLY, WILLIAM, ANTHONYCRD 801-71346 · SEC# 801-71346 · BRAINTREE, MA$58.2M AUM
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MACE CAPITAL MANAGEMENT, LLCCRD 801-68603 · SEC# 801-68603 · NEW YORK, NY · 1 employees$58.2M AUM
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ROYAL PALMS CAPITAL, LLCCRD 801-64231 · SEC# 801-64231 · ROLLING HILLS EST., CA$58.2M AUM
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RATIONAL ASSET MANAGEMENT COMPANYCRD 801-73603 · SEC# 801-73603 · NEW YORK, NY · 6 employees$58.2M AUM
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ALPHA ADVISORS, LLCCRD 801-66216 · SEC# 801-66216 · RICHMOND, VA$58.1M AUM
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FILOMENO WEALTH MANAGEMENT, LLCCRD 801-68464 · SEC# 801-68464 · WEST HARTFORD, CT · 8 employees$58.1M AUM
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TITUS WEALTH MANAGEMENT, INCORPORATEDCRD 801-67963 · SEC# 801-67963 · LARKSPUR, CA$58M AUM
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ARMADA ADVISORS, INC.CRD 801-70226 · SEC# 801-70226 · PENSACOLA, FL$58M AUM
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LAVA CREEK CAPITAL MANAGEMENT, LLCCRD 801-77230 · SEC# 801-77230 · SAN FRANCISCO, CA$58M AUM
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MANAGED FINANCIAL SERVICES CORP INCCRD 801-56058 · SEC# 801-56058 · HOUSTON, TX$58M AUM
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DECKERT FINANCIAL MANAGEMENT INCCRD 801-60973 · SEC# 801-60973 · NORTH CHESTERFIELD, VA$57.9M AUM
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SABIN INVESTMENT MANAGEMENT, INC.CRD 801-79455 · SEC# 801-79455 · 4 employees$57.9M AUM
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JOLLIFFE CAPITAL, INC.CRD 801-67488 · SEC# 801-67488 · 1 employees$57.8M AUM
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A. J. PERRY & COMPANY, INC.CRD 801-24859 · SEC# 801-24859 · BALTIMORE, MD$57.8M AUM
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EQA PARTNERS, LPCRD 801-70192 · SEC# 801-70192 · STAMFORD, CT$57.7M AUM
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THIRD STREET ADVISORS, LLCCRD 801-60319 · SEC# 801-60319 · GENEVA, IL$57.7M AUM
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KAPUSTA FINANCIAL GROUP, INC.CRD 801-67805 · SEC# 801-67805 · PITTSBURGH, PA$57.7M AUM
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KELLER INVESTMENT MANAGEMENT INCCRD 801-36438 · SEC# 801-36438$57.7M AUM
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CARNEGIE CAPITAL ADVISORS LLCCRD 801-54962 · SEC# 801-54962 · CHARLOTTE, NC$57.7M AUM
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PIOT ASSOCIATES LLCCRD 801-56159 · SEC# 801-56159 · 2 employees$57.7M AUM
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MSREF V, L.L.C.CRD 801-63729 · SEC# 801-63729 · NEW YORK, NY · 347 employees$57.5M AUM
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TAGLICH BROTHERS, INC.CRD 801-68376 · SEC# 801-68376 · COLD SPRING HARBOR, NY · 9 employees$57.5M AUM
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DEVON CONSULTING LTDCRD 801-34127 · SEC# 801-34127 · ROCHESTER, NY · 1 employees$57.4M AUM
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PEGASUS GROUP, LLCCRD 801-60436 · SEC# 801-60436 · MONTEBELLO, NY · 2 employees$57.4M AUM
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OCEANIQ CAPITAL, LLCCRD 801-78245 · SEC# 801-78245 · REDWOOD SHORES, CA · 3 employees$57.3M AUM
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KLOPP INVESTMENT MANAGEMENT LLCCRD 801-52887 · SEC# 801-52887 · CLEVELAND, OH$57.3M AUM
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SIEBERT INVESTMENT ADVISORS, INC.CRD 801-81100 · SEC# 801-81100 · NEW YORK, NY · 5 employees$57.3M AUM
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CAPSTONE WEALTH MANAGEMENT, LLCCRD 801-64487 · SEC# 801-64487 · TUSCALOOSA, AL$57.3M AUM
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BANDON CAPITAL MANAGEMENT, LLCCRD 801-68367 · SEC# 801-68367 · PORTLAND, OR$57.3M AUM
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CHESAPEAKE ASSET MANAGEMENT CO INCCRD 801-48543 · SEC# 801-48543 · GAITHERSBURG, MD$57.2M AUM
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CENTAUR PERFORMANCE GROUP, LLCCRD 801-65170 · SEC# 801-65170 · RANCHO SANTA FE, CA · 8 employees$57.1M AUM
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JACKSON PARK CAPITAL, LLCCRD 801-77396 · SEC# 801-77396 · ALPINE, UT · 2 employees$57.1M AUM
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DAKOTA WM, LLCCRD 801-71194 · SEC# 801-71194$57.1M AUM
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POINTOAK ADVISORS, LLCCRD 801-70000 · SEC# 801-70000 · BETHESDA, MD$57.1M AUM
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CONSOLIDATED ASSET MANAGEMENT LTDCRD 801-25365 · SEC# 801-25365 · SOUTHPORT, NC$57.1M AUM
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TMFS-MEMPHIS, LLCCRD 801-70293 · SEC# 801-70293 · MEMPHIS, TN$57.1M AUM
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HALL PRIVATE WEALTH ADVISORSCRD 801-84171 · SEC# 801-84171 · SOLANA BEACH, CA · 3 employees$57M AUM
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SHERWOLD G W ASSOCIATES INCCRD 801-46883 · SEC# 801-46883 · LAKE FOREST, CA$57M AUM
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FS ONEEQUITY MANAGER GP, LLCCRD 801-106783 · SEC# 801-106783 · PHILADELPHIA, PA · 53 employees$57M AUM
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FS ONEEQUITY SLP, LPCRD 801-106787 · SEC# 801-106787 · PHILADELPHIA, PA · 53 employees$57M AUM
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MERRITHEW & THORSTEN, INC.CRD 801-63848 · SEC# 801-63848 · SAN DIEGO, CA$57M AUM
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WORLD CAPITAL ADVISORS, LLCCRD 801-79761 · SEC# 801-79761 · DENVER, CO · 1 employees$57M AUM
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THE HEADLANDS GROUP, INCCRD 801-25385 · SEC# 801-25385 · LARKSPUR, CA$57M AUM