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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RELIANCE WEALTH & TRUST PARTNERS, LLCCRD 801-70151 · SEC# 801-70151 · TAMPA, FL$38M AUM
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RESOURCES PLANNING GROUP INCCRD 801-60555 · SEC# 801-60555 · CHICAGO, IL$38M AUM
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COLE INVESTMENT ADVISORS, INC.CRD 801-69752 · SEC# 801-69752 · PORTAGE, MI$38M AUM
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RJR INVESTMENT SERVICE, LLCCRD 801-69824 · SEC# 801-69824$37.9M AUM
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VIRGINIA GLOBAL ASSET MANAGEMENT, LLCCRD 801-69041 · SEC# 801-69041 · NORFOLK, VA$37.9M AUM
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PORTFOLIO DESIGN SERVICES, LLCCRD 801-64898 · SEC# 801-64898$37.9M AUM
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SOUTHEAST FINANCIAL ADVISORS, LLCCRD 801-69899 · SEC# 801-69899 · GREENVILLE, SC$37.9M AUM
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LITMORE LLCCRD 801-78923 · SEC# 801-78923 · NEW YORK, NY · 1 employees$37.9M AUM
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CARL WOJTYLA LUXEMCRD 801-71565 · SEC# 801-71565 · EDINA, MN$37.9M AUM
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MILLER FINANCIAL SERVICES LLCCRD 801-67887 · SEC# 801-67887 · MARSHALL, MI$37.9M AUM
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LONG ISLAND FINANCIAL ADVISORS, INC.CRD 801-61594 · SEC# 801-61594 · MEDFORD, NY · 8 employees$37.8M AUM
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WHITE OAK FINANCIAL MANAGEMENT, INCCRD 801-68194 · SEC# 801-68194 · ASHEVILLE, NC$37.8M AUM
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DIORITE CAPITAL MANAGEMENT, LLCCRD 801-78122 · SEC# 801-78122 · JACKSON HEIGHTS, NY · 1 employees$37.8M AUM
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LUCROR CAPITAL ADVISORS, L.P.CRD 801-79667 · SEC# 801-79667 · MIAMI, FL · 3 employees$37.8M AUM
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LIBERTY ADVISORS, LLCCRD 801-70336 · SEC# 801-70336 · ANDERSON, SC$37.8M AUM
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LAKESHORE CAPITAL, LLCCRD 801-63366 · SEC# 801-63366 · BIRMINGHAM, AL · 2 employees$37.7M AUM
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PROFESSIONAL INVESTMENT MANAGEMENT SERVICES, PLLCCRD 801-68591 · SEC# 801-68591 · KENNEWICK, WA$37.6M AUM
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CLBI INVESTMENTS INCCRD 801-30656 · SEC# 801-30656 · WALNUT CREEK, CA$37.6M AUM
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PACIFIC MOUNTAIN ADVISORS, INC.CRD 801-71531 · SEC# 801-71531 · SCOTTS VALLEY, CA$37.6M AUM
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HEARTLAND CAPITAL ADVISORS, L.C.CRD 801-69368 · SEC# 801-69368 · INDEPENDENCE, MO$37.6M AUM
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STUYVESANT CAPITAL MANAGEMENT CORPORATIONCRD 801-14169 · SEC# 801-14169 · ARMONK, NY · 3 employees$37.5M AUM
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PLUS SIGMA, INC.CRD 801-64035 · SEC# 801-64035$37.5M AUM
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HIGH COUNTRY CAPITAL MANAGEMENT INCCRD 801-63035 · SEC# 801-63035 · MONTROSE, CO$37.5M AUM
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CHRISTIAN INVESTMENT CONSULTANTS, LLCCRD 801-61870 · SEC# 801-61870 · HINSDALE, IL$37.5M AUM
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CORNERSTONE CAPITAL ADVISORS, INC.CRD 801-66542 · SEC# 801-66542 · LAKEWOOD, CO$37.5M AUM
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BAYVIEW INVESTMENT COUNSEL, INCCRD 801-69396 · SEC# 801-69396 · GRASONVILLE, MD$37.5M AUM
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WEST COAST ASSET MANAGEMENT,INC.CRD 801-58232 · SEC# 801-58232 · MONTECITO, CA · 3 employees$37.4M AUM
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SIGNIA CAPITAL MANAGEMENT LLCCRD 801-62885 · SEC# 801-62885 · SPOKANE, WA · 4 employees$37.4M AUM
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EDEN CAPITAL MANAGEMENT PARTNERS, L.P.CRD 801-63315 · SEC# 801-63315 · HOUSTON, TX$37.4M AUM
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SCS SYSTEMS, INC.CRD 801-58274 · SEC# 801-58274$37.3M AUM
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VERE ASSET MANAGEMENT, INC.CRD 801-71670 · SEC# 801-71670 · HOUSTON, TX$37.3M AUM
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VOLUMETRIC ADVISERS INCCRD 801-23767 · SEC# 801-23767 · 2 employees$37.3M AUM
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WCP CAPITAL MANAGEMENT LLCCRD 801-70768 · SEC# 801-70768 · COLUMBIA, SC$37.3M AUM
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VOLT WEALTH MANAGEMENT, LLCCRD 801-71052 · SEC# 801-71052 · SAN DIEGO, CA$37.3M AUM
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HUBER, CARDONO, MORING & RICHTER, L.P.CRD 801-53391 · SEC# 801-53391 · HOUSTON, TX$37.2M AUM
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TIBURON CAPITAL MANAGEMENT, LLCCRD 801-71202 · SEC# 801-71202 · NEW YORK, NY · 4 employees$37.2M AUM
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DEMICELL WEALTH MANAGEMENT, INC.CRD 801-63506 · SEC# 801-63506 · PUEBLO, CO$37.2M AUM
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COASTWISE CAPITAL GROUP, LLCCRD 801-70289 · SEC# 801-70289 · LA JOLLA, CA$37.1M AUM
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MEYER CAPITAL MANAGEMENT INCCRD 801-71477 · SEC# 801-71477 · CINCINNATI, OH$37.1M AUM
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SHELL CAPITAL MANAGEMENT, LLCCRD 801-68878 · SEC# 801-68878 · KNOXVILLE, TN$37.1M AUM
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GENESIS FINANCIAL ADVISORY SERVICES, LLC.CRD 801-66621 · SEC# 801-66621 · NEW YORK, NY · 3 employees$37M AUM
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ASSET MANAGEMENT SERVICES, INC.CRD 801-58249 · SEC# 801-58249$37M AUM
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M. CUTLER FIDUCIARY SERVICES, LLCCRD 801-72289 · SEC# 801-72289 · BETHESDA, MD$37M AUM
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WASHINGTON WEALTH ADVISORS, LLCCRD 801-72131 · SEC# 801-72131 · FALLS CHURCH, VA$37M AUM
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WESTLAKE FINANCIAL ADVISORS LLCCRD 801-66776 · SEC# 801-66776 · WESTLAKE VILLAGE, CA$37M AUM
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CAPSTONE INVESTMENT FINANCIAL GROUP, INC.CRD 801-70403 · SEC# 801-70403 · COLORADO SPRINGS, CO$37M AUM
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WILLOW GROVE ADVISORS, LLCCRD 801-70745 · SEC# 801-70745$37M AUM
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FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC.CRD 801-62315 · SEC# 801-62315 · OMAHA, NE · 3 employees$37M AUM
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ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLCCRD 801-69563 · SEC# 801-69563 · MANDEVILLE, LA · 3 employees$37M AUM
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LEGAL ADVANTAGE INVESTMENTS, INC.CRD 801-69211 · SEC# 801-69211$36.9M AUM