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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KEITH KELVIN ANDERSONCRD 801-63942 · SEC# 801-63942$45M AUM
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KRESKO HOLDINGS INC.CRD 801-71060 · SEC# 801-71060 · SAN ANTONIO, TX$45M AUM
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LIBERTY WEALTH MANAGEMENT, LLCCRD 801-69691 · SEC# 801-69691 · SANTA ANA, CA$45M AUM
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NEW PERSPECTIVES, INC.CRD 801-64059 · SEC# 801-64059 · RIDGELAND, MS$45M AUM
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REDROCK WEALTH MANAGEMENT LLCCRD 801-68386 · SEC# 801-68386 · LAS VEGAS, NV$45M AUM
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RONALD STEVEN PEARSONCRD 801-67513 · SEC# 801-67513$45M AUM
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SEDONA ASSET MANAGEMENT SERVICES, LLCCRD 801-63380 · SEC# 801-63380$45M AUM
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SUMMIT GLOBAL MANAGEMENT INC.CRD 801-19737 · SEC# 801-19737 · LA JOLLA, CA · 6 employees$45M AUM
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CHAMPION FINANCIAL PLANNING GROUP, LLCCRD 801-69040 · SEC# 801-69040$45M AUM
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CAMBRIDGE FINANCIAL SERVICES, LTDCRD 801-30978 · SEC# 801-30978 · RICHMOND, VA$45M AUM
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PHILLIPS RAY CAPITAL MANAGEMENT, INC.CRD 801-66903 · SEC# 801-66903 · FORT WORTH, TX$45M AUM
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STOCK MANAGEMENT LLCCRD 801-67769 · SEC# 801-67769$45M AUM
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AMERICAN INVESTMENT ADVISORS INCCRD 801-56272 · SEC# 801-56272 · MADISON, WI$44.9M AUM
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H. S. DREHER CAPITAL MANAGEMENT LLCCRD 801-63748 · SEC# 801-63748 · SOUTHERN PINES, NC$44.9M AUM
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MORGAN STANLEY VENTURE CAPITAL III INCCRD 801-52909 · SEC# 801-52909 · NEW YORK, NY$44.9M AUM
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TRINITY WEALTH MANAGEMENT, LLCCRD 801-79010 · SEC# 801-79010 · BERWYN, PA · 2 employees$44.9M AUM
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CALVO FUNDS, LLCCRD 801-67413 · SEC# 801-67413 · MIAMI, FL$44.9M AUM
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ARAGORN LTD.CRD 801-66262 · SEC# 801-66262 · BRAINTREE, MA$44.9M AUM
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PACIFIC HARBOR HOLDINGS, LIMITEDCRD 801-77290 · SEC# 801-77290 · 16 employees$44.9M AUM
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MOLUMPHY CAPITAL MANAGEMENTCRD 801-34047 · SEC# 801-34047 · SAN FRANCISCO, CA$44.8M AUM
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CAPITAL MANAGEMENT GROUP, INC.CRD 801-60072 · SEC# 801-60072 · ST. CHARLES, IL$44.8M AUM
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BALANCED FINANCIAL PLANNING, INC.CRD 801-69118 · SEC# 801-69118 · OVERLAND PARK, KS$44.8M AUM
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SHAPIRO FINANCIAL SECURITY GROUP, INC.CRD 801-68905 · SEC# 801-68905 · HAZLET, NJ$44.7M AUM
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MUGARIAN INVESTMENT GROUP, LLCCRD 801-67706 · SEC# 801-67706$44.7M AUM
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HJN ADVISORS, LLPCRD 801-81178 · SEC# 801-81178 · DES MOINES, IA · 5 employees$44.7M AUM
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STRATEGIC WEALTH MANAGEMENT, LLCCRD 801-67075 · SEC# 801-67075 · PEORIA, IL$44.7M AUM
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DAVIS FINANCIAL SERVICES, LLCCRD 801-67997 · SEC# 801-67997 · ORLEANS, MA$44.7M AUM
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HOWLAND AND ASSOCIATES, LLCCRD 801-42531 · SEC# 801-42531$44.7M AUM
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DEEP BLUE CAPITAL MANAGEMENT, L.P.CRD 801-78595 · SEC# 801-78595 · MENLO PARK, CA · 7 employees$44.7M AUM
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ALPHA INVESTMENT MANAGEMENTCRD 801-53966 · SEC# 801-53966 · CINCINNATI, OH · 3 employees$44.6M AUM
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LTG CAPITAL LLCCRD 801-62306 · SEC# 801-62306$44.6M AUM
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SCHROEDER CAPITAL MANAGEMENT, LLCCRD 801-61030 · SEC# 801-61030 · LAFAYETTE, CA$44.6M AUM
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PROPHET ASSET MANAGEMENT , INC.CRD 801-68628 · SEC# 801-68628 · KENOSHA, WI$44.6M AUM
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ALTAIR MANAGEMENT PARTNERS, INC.CRD 801-54532 · SEC# 801-54532 · 1 employees$44.5M AUM
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PHIL DWAYNE WHEATCRD 801-67670 · SEC# 801-67670 · MCKINNEY, TX$44.5M AUM
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LOCKE FINANCIAL SERVICES, INC.CRD 801-67590 · SEC# 801-67590 · PALATINE, IL$44.5M AUM
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CORNERSTONE CAPITAL MANAGEMENT, LLCCRD 801-63770 · SEC# 801-63770 · DURHAM, NC$44.5M AUM
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LAIN, STEPHEN PAULCRD 801-63766 · SEC# 801-63766 · HIGH POINT, NC$44.5M AUM
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CREEKSIDE INVESTMENT MANAGEMENT, INC.CRD 801-35879 · SEC# 801-35879 · BRENHAM, TX$44.4M AUM
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KINNAMON & ASSOCIATES LTD IICRD 801-39071 · SEC# 801-39071 · BARRINGTON, IL$44.4M AUM
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PRI FINANCIAL ADVISORS, INC.CRD 801-66638 · SEC# 801-66638 · HOLLISTON, MA · 1 employees$44.4M AUM
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PINES WEALTH MANAGEMENT, LLCCRD 801-69252 · SEC# 801-69252 · ST.LOUIS, MO$44.4M AUM
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SJK CAPITAL MANAGEMENT LLCCRD 801-79967 · SEC# 801-79967 · NEW YORK, NY · 4 employees$44.3M AUM
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WEALTH MANAGEMENT, INC.CRD 801-62149 · SEC# 801-62149 · WILSONVILLE, OR$44.3M AUM
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WEALTHPRO, LLCCRD 801-63064 · SEC# 801-63064 · 3 employees$44.3M AUM
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CONTEXT CAPITAL ADVISERS, LLCCRD 801-79073 · SEC# 801-79073 · BALA CYNWYD, PA · 7 employees$44.3M AUM
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BUCKHORN CAPITAL MANAGEMENT LLCCRD 801-56163 · SEC# 801-56163 · CHARLOTTE, NC$44.2M AUM
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DUNLAP EQUITY MANAGEMENT, LLC.CRD 801-65244 · SEC# 801-65244 · SAN FRANCISCO, CA$44.2M AUM
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GRUSS CAPITAL MANAGEMENT LPCRD 801-58036 · SEC# 801-58036 · 5 employees$44.2M AUM
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TUTTLE WEALTH MANAGEMENT, LLCCRD 801-69443 · SEC# 801-69443 · 13 employees$44.2M AUM