ADV Search
Search SEC-registered investment advisers (Form ADV). Cross-linked to Form D filings under the same name.
Searching…
13950 advisers
-
ADAG, LLCCRD 801-78328 · SEC# 801-78328 · COLUMBIA, MD · 7 employees$54.1M AUM
-
WELLESLEY ASSET MANAGEMENT, LLCCRD 801-66775 · SEC# 801-66775$54.1M AUM
-
HOUSTOUN CAPITAL MANAGEMENT, INC.CRD 801-66879 · SEC# 801-66879 · BETHESDA, MD$54.1M AUM
-
HUGHES WARREN, INC.CRD 801-71343 · SEC# 801-71343 · OKLAHOMA CITY, OK$54.1M AUM
-
DEVONSHIRE ASSET MANAGEMENT, INC.CRD 801-71203 · SEC# 801-71203 · STONEHAM, MA$54M AUM
-
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.CRD 801-66161 · SEC# 801-66161$54M AUM
-
DREHER COMPANY INC.CRD 801-64477 · SEC# 801-64477 · SAN ANGELO, TX$54M AUM
-
DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS, LLCCRD 801-64678 · SEC# 801-64678 · OLD BRIDGE, NJ$54M AUM
-
AMERICAN SERVICE CORP.CRD 801-68295 · SEC# 801-68295 · GRESHAM, OR$54M AUM
-
CLIFTON, ROGER LAMBERTCRD 801-68032 · SEC# 801-68032$54M AUM
-
CORBY ASSET MANAGEMENT, LLCCRD 801-67120 · SEC# 801-67120 · BOSTON, MA · 6 employees$54M AUM
-
CROSSCAP MANAGEMENT, INC.CRD 801-65859 · SEC# 801-65859 · HOUSTON, TX$54M AUM
-
CROSSPOINT CAPITAL STRATEGIES, LLCCRD 801-77134 · SEC# 801-77134 · SAN FRANCISCO, CA · 2 employees$54M AUM
-
CLARITY HOLDINGS, LLCCRD 801-68232 · SEC# 801-68232 · CHICAGO, IL$54M AUM
-
ST. COLUMBANUS AGCRD 801-78990 · SEC# 801-78990 · 1 employees$54M AUM
-
HARMAN INVESTMENT ADVISORS INCORPORATEDCRD 801-65036 · SEC# 801-65036 · CHICAGO, IL$54M AUM
-
TATRO CAPITAL, LLCCRD 801-72224 · SEC# 801-72224 · NICHOLASVILLE, KY · 3 employees$54M AUM
-
OCEAN AVENUE CAPITAL ADVISORS, INC.CRD 801-70348 · SEC# 801-70348 · SANTA MONICA, CA$54M AUM
-
BOSTON RETIREMENT ADVISORS,LLCCRD 801-68403 · SEC# 801-68403 · SALEM, NH$53.9M AUM
-
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.CRD 801-69089 · SEC# 801-69089 · COSTA MESA, CA · 8 employees$53.9M AUM
-
MARLOWE PARTNERS LPCRD 801-79314 · SEC# 801-79314 · NEW YORK, NY · 6 employees$53.9M AUM
-
WELLS FARGO BANK N.A.CRD 801-72865 · SEC# 801-72865 · MINNEAPOLIS, MN$53.9M AUM
-
CAREY CONSULTING WEALTH MANAGEMENT, INC.CRD 801-81095 · SEC# 801-81095 · ALAMO, CA · 1 employees$53.8M AUM
-
WILMERDING MILLER & CO INCCRD 801-12830 · SEC# 801-12830 · 2 employees$53.8M AUM
-
BLOCK WEALTH MANAGEMENT, INCCRD 801-68795 · SEC# 801-68795 · SAN DIEGO, CA$53.8M AUM
-
CONFIDENTIAL PLANNING I, LLCCRD 801-69184 · SEC# 801-69184 · EAST SYRACUSE, NY · 9 employees$53.8M AUM
-
INVESTMENT MANAGEMENT ASSOCIATESCRD 801-14574 · SEC# 801-14574 · DENVER, CO$53.7M AUM
-
PINNACLE FAMILY ADVISORS, LLCCRD 801-68589 · SEC# 801-68589 · SPRINGFIELD, MO$53.7M AUM
-
THE STEWARDSHIP CENTER,INC.CRD 801-56923 · SEC# 801-56923$53.7M AUM
-
ZEIT CAPITAL LLCCRD 801-70733 · SEC# 801-70733 · SEATTLE, WA$53.6M AUM
-
R.J. HEALY & COMPANYCRD 801-68033 · SEC# 801-68033 · LAFAYETTE, CA$53.6M AUM
-
GAINESWOOD INVESTMENT MANAGEMENT, INC.CRD 801-69900 · SEC# 801-69900 · BALTIMORE, MD$53.6M AUM
-
A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD.CRD 801-66502 · SEC# 801-66502 · WILMETTE, IL$53.6M AUM
-
LASALLE INVESTMENT ADVISORS, INC.CRD 801-55988 · SEC# 801-55988 · PEWAUKEE, WI$53.6M AUM
-
BLEECK FINANCIAL MANAGEMENT, INC.CRD 801-68920 · SEC# 801-68920 · BURLINGAME, CA$53.6M AUM
-
WILSHIRE-PENNINGTON GROUP, INC.CRD 801-67795 · SEC# 801-67795 · OKLAHOMA CITY, OK$53.6M AUM
-
JVL ADVISORS, L.L.C.CRD 801-77859 · SEC# 801-77859 · HOUSTON, TX · 4 employees$53.6M AUM
-
FINLEY FINANCIAL, LLCCRD 801-63126 · SEC# 801-63126 · MCMINNVILLE, OR$53.6M AUM
-
WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUPCRD 801-56179 · SEC# 801-56179 · WAKEFIELD, MA · 3 employees$53.5M AUM
-
MAXOUT SAVINGS ADVISORS LLCCRD 801-64827 · SEC# 801-64827 · HOUSTON, TX$53.5M AUM
-
BAKER STREET CAPITAL MANAGEMENT, LLCCRD 801-77908 · SEC# 801-77908 · LOS ANGELES, CA · 3 employees$53.5M AUM
-
TOWNSEND PERSONAL FINANCIAL PLANNING, LLCCRD 801-65998 · SEC# 801-65998 · COLUMBUS, GA$53.5M AUM
-
DA CAPITAL LLCCRD 801-65666 · SEC# 801-65666 · NEW YORK, NY · 8 employees$53.4M AUM
-
WEISS CAPITAL MANAGEMENT, INC.CRD 801-63699 · SEC# 801-63699$53.4M AUM
-
WISCONSIN WEALTH ADVISORS, LLCCRD 801-68648 · SEC# 801-68648 · SUN PRAIRIE, WI · 4 employees$53.4M AUM
-
RACON CAPITAL PARTNERS LLCCRD 801-77629 · SEC# 801-77629 · MILWAUKEE, WI · 6 employees$53.4M AUM
-
GRACE CAPITAL MANAGEMENT, LLCCRD 801-70102 · SEC# 801-70102 · AUSTIN, TX$53.4M AUM
-
THE RETIREMENT GUYS FORMULA LLCCRD 801-78449 · SEC# 801-78449 · MAUMEE, OH · 2 employees$53.4M AUM
-
K.A. RADIGAN, LLCCRD 801-63541 · SEC# 801-63541 · 1 employees$53.3M AUM
-
BARRINGTON ASSET MANAGEMENT, INC.CRD 801-62938 · SEC# 801-62938 · CHICAGO, IL$53.3M AUM