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Form ADV search
SEC-registered investment advisers from Form ADV, cross-linked to Form D filings.
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13950 results, page 266 of 279.
13950 advisers
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O'CONNOR PORTFOLIO MANAGEMENT LLCSEC file number 801-78655 · TAMPA, FL · 1 employees$9.9M AUM
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A FINE LINE ASSET MANAGEMENT COMPANY, LLCSEC file number 801-76428 · 1 employees$9.9M AUM
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T.H. FITZGERALD & CO. L.L.C.SEC file number 801-12196 · NAUGATUCK, CT · 2 employees$9.8M AUM
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PHINEUS PARTNERS, L.P.SEC file number 801-71207 · SAN FRANCISCO, CA · 2 employees$9.8M AUM
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DARTMOUTH ADVISORY SERVICES,INC.SEC file number 801-66356 · GARDEN CITY, NY · 2 employees$9.7M AUM
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PRINCETON ADVISORY WEALTH MANAGEMENT, LLCSEC file number 801-72981 · PRINCETON, NJ · 4 employees$9.6M AUM
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PRISM ASSET MANAGEMENT, LLCSEC file number 801-70608$9.5M AUM
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DIRECTIONAL FINANCIAL SERVICES, LLCSEC file number 801-79954 · SEATTLE, WA · 6 employees$9.3M AUM
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12TH AVENUE MANAGEMENT, L.P.SEC file number 801-68254 · NEW YORK, NY · 203 employees$9.3M AUM
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CLARITY MANAGED ACCOUNT & ANALYTICS PLATFORM, LLCSEC file number 801-88180 · NEW YORK, NY · 4 employees$9.3M AUM
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CRAFT WEALTH MANAGEMENT LLCSEC file number 801-86170 · GARDEN CITY, NY · 5 employees$9.2M AUM
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KRAMER CAPITAL MANAGEMENT INCSEC file number 801-49363 · 2 employees$9.1M AUM
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FIRST PRINCIPLES CAPITAL MANAGEMENT, LLCSEC file number 801-64744 · NEW YORK, NY · 8 employees$9.1M AUM
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PATHWAY CAPITAL OPPORTUNITY FUND MANAGEMENT, LLCSEC file number 801-79099 · NEW YORK, NY · 106 employees$9.1M AUM
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TIGERSHARK MANAGEMENT, LLCSEC file number 801-74105 · NEW YORK, NY · 2 employees$9.1M AUM
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A.G. BISSET ASSOCIATES, LLCSEC file number 801-72768 · NORWALK, CT · 3 employees$9M AUM
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BOOTH CREEK CAPITAL MANAGEMENT LPSEC file number 801-71889 · AVON, CO$9M AUM
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EQUITY ARMOR INVESTMENTS, LLCSEC file number 801-79619 · CHICAGO, IL · 3 employees$9M AUM
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ENHANCED MUNICIPAL MANAGERS LLCSEC file number 801-71794 · MINNETONKA, MN$9M AUM
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ANVIL PARTNERS INC.SEC file number 801-77638 · BUFFALO, NY · 2 employees$9M AUM
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BLACKSTONE MEZZANINE ADVISORS LPSEC file number 801-56807 · NEW YORK, NY · 275 employees$8.9M AUM
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SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.SEC file number 801-72972 · SAN JOSE, CA$8.9M AUM
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ARQUE ADVISORS, LLCSEC file number 801-68334 · 2 employees$8.8M AUM
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WOODLAND LEISHMAN & ASSOCIATESSEC file number 801-58077 · ORCUTT, CA · 2 employees$8.6M AUM
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FOREFRONT CAPITAL ADVISORS, LLCSEC file number 801-79943 · NEW YORK, NY · 3 employees$8.5M AUM
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MERIDIAN ASSET MANAGEMENT LLCSEC file number 801-63422 · COTTONWOOD HEIGHTS, UT · 2 employees$8.5M AUM
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EPIC ADVISORY SERVICES CORPSEC file number 801-96233 · BOCA RATON, FL · 2 employees$8.5M AUM
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OAK & REED CAPITAL MANAGEMENT, LLCSEC file number 801-72921 · BROOKLYN, NY$8.5M AUM
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RYAN CAPITAL ADVISORS, LLCSEC file number 801-60566$8.5M AUM
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MCGINN, MCKEAN & O'NEILL, INC.SEC file number 801-65187 · ALEXANDRIA, VA$8.5M AUM
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ACCESS FUND MANAGEMENT, LLCSEC file number 801-61826 · PALM HARBOR, FL · 4 employees$8.4M AUM
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TRUSTEE EMPOWERMENT & PROTECTION, INC.SEC file number 801-60944 · TROY, MI · 6 employees$8.3M AUM
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HARRIS WEALTH ADVISORS, LLCSEC file number 801-79460 · 1 employees$8.1M AUM
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MONTE CAPITAL GROUP LLCSEC file number 801-76944 · 4 employees$8.1M AUM
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AGUSTONI, EMANUELE GUISEPPESEC file number 801-78718$8.1M AUM
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LOCALSHARES INVESTMENTS, LLCSEC file number 801-78202 · NASHVILLE, TN · 2 employees$8M AUM
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CRANE INVESTMENTS INCSEC file number 801-80507 · NEWPORT BEACH, CA · 2 employees$8M AUM
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KANE CAPITAL MANAGEMENT, LLCSEC file number 801-70041$8M AUM
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UPWELLING CAPITAL GROUP LLCSEC file number 801-78690 · DAVIS, CA · 5 employees$8M AUM
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YORK ASSET MANAGEMENT INC.SEC file number 801-71010 · NEW YORK, NY · 8 employees$8M AUM
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FULCRUM EQUITY MANAGEMENT, LLCSEC file number 801-72841 · DALLAS, TX$8M AUM
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EMERALD RESEARCH CORPORATIONSEC file number 801-60455 · 1 employees$7.9M AUM
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LANDMARK ADVISERS INCSEC file number 801-40257 · SIMSBURY, CT · 101 employees$7.9M AUM
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AZG CAPITAL LLCSEC file number 801-71701 · MIAMI, FL · 3 employees$7.8M AUM
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SOVEREIGN INVESTMENT ADVISORS LLCSEC file number 801-69915 · PHOENIX, AZ$7.8M AUM
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FORTUNE ASSET MANAGEMENT LIMITEDSEC file number 801-60598$7.7M AUM
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ACCREDITED WEALTH MANAGEMENT LLCSEC file number 801-79696 · LOUISVILLE, KY · 2 employees$7.7M AUM
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JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENTSEC file number 801-71603 · 1 employees$7.7M AUM
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WILLARD B SAPERSTON, INC.SEC file number 801-35038 · HAMBURG, NY · 2 employees$7.7M AUM
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PELION INVESTMENT ADVISORS, INC.SEC file number 801-66276 · NEW YORK, NY$7.7M AUM