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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NORTHWEST CASH FLOW SOLUTIONSCRD 801-71193 · SEC# 801-71193$56.9M AUM
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EFFICIENT WEALTH MANAGEMENT LLCCRD 801-71495 · SEC# 801-71495 · THE WOODLANDS, TX$56.9M AUM
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KENDALL CAPITAL MANAGEMENTCRD 801-64076 · SEC# 801-64076 · ROCKVILLE, MD$56.8M AUM
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INVESTMENT MANAGEMENT ADVISORS, INC.CRD 801-66530 · SEC# 801-66530 · NEW YORK, NY · 1 employees$56.8M AUM
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JAFFE WEALTH MANAGEMENT & CONSULTING, INC.CRD 801-68875 · SEC# 801-68875 · MEMPHIS, TN$56.8M AUM
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MITLIN FINANCIAL, INC.CRD 801-79353 · SEC# 801-79353 · HAUPPAUGE, NY · 2 employees$56.8M AUM
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GIBSON FINANCIAL SOLUTIONS, L.L.C.CRD 801-69199 · SEC# 801-69199 · ELLSWORTH, ME$56.8M AUM
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JACOB WILLIAM, INC.CRD 801-70594 · SEC# 801-70594 · TIMONIUM, MD$56.7M AUM
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MILLENNIUM ADVISORY SERVICES, INC.CRD 801-62973 · SEC# 801-62973 · GLEN ALLEN, VA$56.6M AUM
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CROSS FINANCIAL SERVICES CORPORATIONCRD 801-67917 · SEC# 801-67917 · SAN ANTONIO, TX$56.5M AUM
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ASSET SOLUTIONS, INC.CRD 801-64121 · SEC# 801-64121 · LITTLETON, CO$56.5M AUM
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GARDNER ASSET MANAGEMENT LLCCRD 801-63337 · SEC# 801-63337 · DALLAS, TX$56.5M AUM
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CAP ADVISORS LLCCRD 801-58006 · SEC# 801-58006$56.4M AUM
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CROSS BORDER PLANNING, LLCCRD 801-77111 · SEC# 801-77111 · 4 employees$56.4M AUM
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STEELE INVESTMENT COUNSEL, LTD.CRD 801-21988 · SEC# 801-21988 · DUBLIN, OH$56.4M AUM
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COMMUNITY INVESTMENT PARTNERS, INC.CRD 801-71429 · SEC# 801-71429 · BETHESDA, MD · 33 employees$56.4M AUM
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HUSIC CAPITAL MANAGEMENTCRD 801-27298 · SEC# 801-27298 · SAN FRANCISCO, CA$56.3M AUM
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OM INVESTMENT MANAGEMENT, LLCCRD 801-68414 · SEC# 801-68414 · TAMPA, FL$56.3M AUM
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REA, JOHN DAVIDCRD 801-67091 · SEC# 801-67091 · YARDLEY, PA$56.1M AUM
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DOMINION WEALTH MANAGEMENT, INC.CRD 801-78182 · SEC# 801-78182 · RESTON, VA · 2 employees$56.1M AUM
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GOLDBERG, LEONARD LCRD 801-62499 · SEC# 801-62499$56.1M AUM
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TOOMEY INVESTMENT MANAGEMENT, INCCRD 801-66540 · SEC# 801-66540 · WALLINGFORD, CT$56.1M AUM
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INNOVATIVE WEALTH STRATEGIES, LLCCRD 801-68551 · SEC# 801-68551 · SCOTTSDALE, AZ$56.1M AUM
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TMFS-PHILADELPHIA II, LLCCRD 801-70900 · SEC# 801-70900 · CHERRY HILL, NJ$56M AUM
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CLEARVEST, LLCCRD 801-78390 · SEC# 801-78390 · NEW YORK, NY · 6 employees$56M AUM
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FINANCIAL DESIGNS OF VIRGINIA, INC.CRD 801-68590 · SEC# 801-68590 · VIRGINIA BEACH, VA$56M AUM
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FIRST AMERICAN FINANCIAL ADVISORS INC.CRD 801-79968 · SEC# 801-79968 · ALBUQUERQUE, NM · 1 employees$56M AUM
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OUTSTANDING VALUE FINANCIAL MANAGEMENT, LLCCRD 801-71098 · SEC# 801-71098$56M AUM
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UHLMANN INVESTMENT MANAGEMENT, LLCCRD 801-80413 · SEC# 801-80413 · CHICAGO, IL · 9 employees$56M AUM
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CYPRESS ASSET MANAGEMENT, INC.CRD 801-68968 · SEC# 801-68968 · PEORIA HEIGHTS, IL$55.9M AUM
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PROFESSIONAL INVESTMENT MANAGEMENT INCCRD 801-14008 · SEC# 801-14008 · COLUMBUS, OH · 6 employees$55.9M AUM
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CORNERSTONE FINANCIAL GROUP,LLCCRD 801-64118 · SEC# 801-64118 · OMAHA, NE$55.9M AUM
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RIVER STREET ADVISORS, LLCCRD 801-71490 · SEC# 801-71490 · AURORA, IL$55.9M AUM
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FIRST INVESTMENT CORPORATIONCRD 801-24481 · SEC# 801-24481 · BARTLESVILLE, OK$55.8M AUM
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DOUGHERTY & COMPANY LLCCRD 801-68309 · SEC# 801-68309 · MINNEAPOLIS, MN$55.8M AUM
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LOGIC CAPITAL MANAGEMENT, LLPCRD 801-65640 · SEC# 801-65640 · HOUSTON, TX$55.8M AUM
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WARREN FINANCIAL SERVICE & ASSOCIATES, INC.CRD 801-69116 · SEC# 801-69116 · EXTON, PA$55.7M AUM
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HAVERDINK FINANCIAL MANAGEMENT, LLCCRD 801-67126 · SEC# 801-67126 · PORTAGE, MI$55.7M AUM
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SEAVIEW GLOBAL ADVISORS LLCCRD 801-70278 · SEC# 801-70278 · 1 employees$55.7M AUM
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FULLER HYLAND ADVISORS LLCCRD 801-57402 · SEC# 801-57402 · LAKE FOREST, IL$55.7M AUM
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INCOMAR INVESTMENTS, LLCCRD 801-67611 · SEC# 801-67611 · HOUSTON, TX$55.6M AUM
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C & C FINANCIAL SERVICES, INC.CRD 801-47062 · SEC# 801-47062 · GREAT NECK, NY · 2 employees$55.6M AUM
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TECHNICAL MANAGEMENT GROUP, INC.CRD 801-71488 · SEC# 801-71488$55.6M AUM
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ADVANCED FINANCIAL PLANNING, L.P.CRD 801-64251 · SEC# 801-64251 · ARLINGTON, TX$55.5M AUM
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VIGILANT INVESTMENT ADVISORS, LLCCRD 801-70722 · SEC# 801-70722 · CENTERVILLE, UT · 2 employees$55.5M AUM
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TRI-STAR ADVISORS INC.CRD 801-70769 · SEC# 801-70769 · HOUSTON, TX · 4 employees$55.5M AUM
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MIDSUMMER CAPITAL, LLC.CRD 801-65508 · SEC# 801-65508 · NEW YORK, NY · 5 employees$55.5M AUM
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MITCHELL VAUGHT & TAYLOR INCCRD 801-52668 · SEC# 801-52668 · CHICAGO, IL · 5 employees$55.4M AUM
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CARDINAL WEALTH ADVISORY, LLCCRD 801-64704 · SEC# 801-64704 · MEMPHIS, TN$55.4M AUM
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TMFS-DAYTON, LLCCRD 801-70677 · SEC# 801-70677 · DAYTON, OH$55.4M AUM