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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PNC STEEL CITY ADVISORS, LLCCRD 801-80567 · SEC# 801-80567 · CHICAGO, IL · 14 employees$30.1M AUM
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BACHE CAPITAL MANAGEMENT, INC.CRD 801-57976 · SEC# 801-57976 · PASADENA, CA$30.1M AUM
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JOSHUA NASH II LLCCRD 801-73426 · SEC# 801-73426 · NEW YORK, NY · 4 employees$30M AUM
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MILLSTONE WEALTH PARTNERS, LLCCRD 801-80825 · SEC# 801-80825 · BOSTON, MA · 1 employees$30M AUM
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ABUNDA FINANCIAL, LLCCRD 801-68963 · SEC# 801-68963 · LARKSPUR, CA$30M AUM
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ALPHA PARTNERS, LLCCRD 801-62423 · SEC# 801-62423 · DETROIT, MI$30M AUM
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ESTEP CAPITAL MANAGEMENTCRD 801-63920 · SEC# 801-63920 · MATTHEWS, NC$30M AUM
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INDEPENDENT FINANCIAL PLANNING, INC.CRD 801-68156 · SEC# 801-68156 · GAINESVILLE, VA$30M AUM
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JAT ENTERPRISES INC.CRD 801-66172 · SEC# 801-66172$30M AUM
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KEVIN PATRICK CLARIDAYCRD 801-66344 · SEC# 801-66344 · 1 employees$30M AUM
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LINGER, ERICCRD 801-60372 · SEC# 801-60372$30M AUM
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MATRIX CAPITAL GROUP, INC.CRD 801-61224 · SEC# 801-61224 · NEW YORK, NY · 4 employees$30M AUM
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SECKEL CAPITAL ADVISORS, LLCCRD 801-78388 · SEC# 801-78388 · NEWTOWN, PA · 4 employees$30M AUM
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STANFORD WEALTH MANAGEMENT, LLCCRD 801-71444 · SEC# 801-71444$30M AUM
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STERLING FINANCIAL ADVISORS LLCCRD 801-56307 · SEC# 801-56307 · OMAHA, NE$30M AUM
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YOUNG CAPITAL MANAGEMENT INCCRD 801-37404 · SEC# 801-37404 · FOUNTAIN HILLS, AZ$30M AUM
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SHARP INVESTMENTS, INC.CRD 801-63891 · SEC# 801-63891$30M AUM
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LIGHTSTONE CAPITAL ADVISERS, LLCCRD 801-70243 · SEC# 801-70243 · 2 employees$29.9M AUM
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PATHWAYS WEALTH MANAGEMENT, INC.CRD 801-71523 · SEC# 801-71523 · DAYTON, OH$29.9M AUM
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RINCON PACIFIC MANAGEMENT INCCRD 801-57081 · SEC# 801-57081 · SAN CLEMENTE, CA$29.9M AUM
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SYMMETRIC ADVISORS INCCRD 801-57947 · SEC# 801-57947 · MINNETONKA, MN$29.8M AUM
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TEN ASSET MANAGEMENT, INC.CRD 801-63945 · SEC# 801-63945 · OJAI, CA$29.8M AUM
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LGC&D WEALTH MANAGEMENT, LLCCRD 801-68914 · SEC# 801-68914 · PROVIDENCE, RI$29.7M AUM
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SHEAVLY FINANCIAL GROUP, INC.CRD 801-72303 · SEC# 801-72303 · VIRGINIA BEACH, VA$29.6M AUM
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MOWERY CAPITAL MANAGEMENT, LLCCRD 801-69590 · SEC# 801-69590 · MCKINNEY, TX$29.6M AUM
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BRICK HOUSE ASSET MANAGEMENT, LLCCRD 801-71281 · SEC# 801-71281 · 1 employees$29.6M AUM
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HARBOR WEALTH MANAGEMENT, INC.CRD 801-70335 · SEC# 801-70335 · ADDISON, TX$29.5M AUM
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ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.CRD 801-45517 · SEC# 801-45517 · LA MESA, CA · 10 employees$29.5M AUM
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BARROW STREET ADVISORS LLCCRD 801-77977 · SEC# 801-77977 · STAMFORD, CT · 3 employees$29.4M AUM
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GEA SPHERE, LLCCRD 801-70751 · SEC# 801-70751 · 1 employees$29.4M AUM
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MCBEE ADVISORS, INC.CRD 801-69656 · SEC# 801-69656 · BELLEVUE, WA$29.3M AUM
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TRADEWINDS INVESTMENT MANAGEMENT, L.P.CRD 801-64991 · SEC# 801-64991 · SAUSALITO, CA · 2 employees$29.3M AUM
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SAFEGUARD FINANCIAL AND INSURANCE SERVICESCRD 801-69338 · SEC# 801-69338$29.2M AUM
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PARADIGM ADVISORS, L.L.C.CRD 801-72012 · SEC# 801-72012 · DALLAS, TX · 4 employees$29.2M AUM
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PERSONAL FINANCIAL GROUPCRD 801-70718 · SEC# 801-70718 · OVERLAND PARK, KS · 6 employees$29.1M AUM
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GKFO, LLCCRD 801-70478 · SEC# 801-70478 · W. CONSHOHOCKEN, PA · 20 employees$29.1M AUM
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TWO OAKS INVESTMENT MANAGEMENT, LLCCRD 801-72390 · SEC# 801-72390 · 2 employees$29.1M AUM
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GRAMERCY CONSULTING GROUP LLCCRD 801-78246 · SEC# 801-78246 · 1 employees$29M AUM
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ATLAS ONE ASSET MANAGEMENT, LLCCRD 801-78351 · SEC# 801-78351 · MIAMI, FL · 2 employees$29M AUM
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FIG PARTNERS, LLCCRD 801-72273 · SEC# 801-72273 · ATLANTA, GA$29M AUM
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RYAN FINANCIAL ADVISORS INCCRD 801-43386 · SEC# 801-43386 · ANDOVER, MA · 1 employees$29M AUM
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SERCO INVESTMENTS INC.CRD 801-63838 · SEC# 801-63838$29M AUM
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SYMETRA INVESTMENT MANAGEMENT, INC.CRD 801-73025 · SEC# 801-73025 · BELLEVUE, WA · 15 employees$29M AUM
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TAYLOR ASSET MANAGEMENT, INC.CRD 801-71029 · SEC# 801-71029 · CHICAGO, IL · 3 employees$29M AUM
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ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLCCRD 801-76773 · SEC# 801-76773 · PETALUMA, CA · 2 employees$29M AUM
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SOLUTIONS FUNDS GROUP, INC.CRD 801-72794 · SEC# 801-72794 · LINCOLNSHIRE, IL · 2 employees$28.9M AUM
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ELDER PLANNING ADVISORS OF MAINE, INC.CRD 801-63723 · SEC# 801-63723 · SOUTH PORTLAND, ME$28.9M AUM
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THE LEONARD MANAGEMENT GROUP INCCRD 801-66465 · SEC# 801-66465 · AVON, CT$28.9M AUM
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JACOBS & COMPANYCRD 801-55883 · SEC# 801-55883 · CHARLESTON, WV$28.8M AUM
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ROCKWELL GLOBAL ADVISORS, LLCCRD 801-81114 · SEC# 801-81114 · 5 employees$28.8M AUM