Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
Home Download Data Links Contact Us Investment Advisor Search is a compilation of SEC registered investment advisors.
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
AM Financial Services, Inc. 2.3 
AM Investment Partners LLC New York NY US 700.0 
AM Private Investments, Inc. New Canaan CT US 0.0 
AM&M Financial Services, Inc. Pittsford NY US 539.5 
Amajac Capital Management LLC Stamford CT US 104.8 
Amana Investment Advisers LLC 0.0 
Amani Capital Advisors, LLC Mountain Home ID US 0.0 
Amara Capital Management LLC Aliso Viejo CA US 0.0 
Amari Management 0.0 
Amaroq Asset Management LLC Friendswood TX US 1.0 
Amas Securites, Inc. New York NY US 228.4 
Amazz Investment Management, Inc. Buffalo NY US 26.8 
Amb Capital Partners, LLC San Francisco CA US 89.8 
Amb Investment Advisors LLC Troy MI US 3.0 
Ambar Financial Group Campbell CA US 1.5 
Ambassador Advisors, LLC Lancaster PA US 219.0 
Ambassador Capital Management Detroit MI US 716.6 
Ambassador Capital Management, Inc. Chicago IL US 10.0 
Amber Capital Investment Management New York NY US 4674.5 
Amber Partners Ltd. Hamilton   BM 0.0 
Ambrose Wealth Management Chadds Ford PA US 27.0 
Ambrozy & Associates, Inc. 2.7 
Ambs Investment Counsel LLC Grand Rapids MI US 652.7 
Amd Financial Services LLC St. Louis MO US 77.4 
Amdg Advisors, Ltd. Akron OH US 0.0 
Amdg Financial Plymouth MI US 26.5 
Amegy Investments, Inc. Houston TX US 198.0 
Ameraudi Asset Management, Inc. New York NY US 0.0 
Ameri-Tech Asset Management, LLC Dunedin FL US 0.0 
Ameribanc Corporation Itasca IL US 2.5 
America First Capital Management, LLC Roseville CA US 1.5 
America First Financial Institutions Management LLC Omaha NE US 19.8 
America First Investment Advisors LLC Omaha NE US 218.4 
America Israel Investment Associates, LLC Miami FL US 0.7 
America'S Retirement Planning Partners LLC Freehold NJ US 0.0 
Americade LLC 0.0 
American Advisors Corp 12.7 
American Asset Management San Diego CA US 6.0 
American Asset Management Group Inc Rockville MD US 40.0 
American Asset Management Inc. Boca Raton FL US 135.0 
American Assets Investment Management, LLC San Diego CA US 898.0 
American Beacon Advisors, Inc. Fort Worth TX US 61962.7 
American Blue Chip Investment Management Larkspur CA US 57.6 
American Business Capital 0.0 
American Capital Advisory, LLC Virginia Beach VA US 4.5 
American Capital Management Inc New York NY US 346.2 
American Capital Management, Inc. New Albany IN US 5.1 
American Century Advisory Services, Inc. Kansas City MO US 0.0 
American Century Global Investment Management, Inc. New York NY US 10195.4 
American Century Investment Management Inc Kansas City MO US 92284.4 
American Development and Investment Advisors, LLC 0.0 
American Eagle Wealth Advisors (Edward L. Dower Dba) Gold River CA US 0.0 
American Eagle Wealth Advisors Inc. Gold River CA US 0.0 
American Economic Planning Group Inc Watchung NJ US 650.0 
American Express Asset Management International Inc. Minneapolis MN US 1073.2 
American Express Bank, Fsb Minneapolis MN US 215.0 
American Fidelity Assurance Co Oklahoma City OK US 202.3 
American Financial & Tax Strategies, Inc. New York NY US 73.8 
American Financial Advisers 0.0 
American Financial Advisors Inc Orlando FL US 117.0 
American Financial Advisors, Inc. Redding CA US 3.2 
American Financial Advisors, LLC. Marietta GA US 328.9 
American Financial Group Beverly NJ US 0.0 
American Financial Management Ft. Myers FL US 2.0 
American Financial Management Huntington Beach CA US 0.6 
American Financial Management Group, Ltd. Berwyn PA US 64.1 
American Financial Management Ltd Cedar Falls IA US 133.2 
American Financial Planners Group Pasadena CA US 0.0 
American Financial Planning, Inc. 6.0 
American Financial Services 0.0 
American Financial Services Group, Inc. Roseville CA US 0.9 
American Financial Services, Inc. 0.0 
American Financial Strategies Wheaton IL US 0.0 
American Fund Advisors Inc Great Neck NY US 20.8 
American Gas Association Washington DC US 0.0 
American General Financial Advisors, Inc. Sacramento CA US 0.0 
American General Securities Incorporated Phoenix AZ US 510.8 
American Heritage Financial Advisors, LLC Brecksville OH US 10.0 
American Heritage Management New York NY US 0.7 
American Independence Capital Management, LLC New York NY US 101.0 
American Independence Financial Counselors, LLC New York NY US 380.5 
American Independence Financial Services, LLC New York NY US 600.0 
American Independent Securities Group, LLC Eagle ID US 39.4 
American Insurance Marketing Corp. Prince Frederick MD US 0.0 
American Investment Advisors Inc Madison WI US 39.7 
American Investment Advisors, Ltd Indianapolis IN US 0.0 
American Investment Advisory Services, LLC 0.1 
American Investment Capital, LLC Baltimore MD US 0.0 
American Investment Consultants, Inc. Yakima WA US 7.1 
American Investment Services Inc Great Barrington MA US 422.8 
American Investors Advisors Inc New York NY US 11.9 
American Investors Co San Ramon CA US 261.4 
American Investors Group, Inc. Minnetonka MN US 18.8 
American Market Advisors, Inc. San Antonio TX US 10.8 
American Money Management Group 12.3 
American Money Management, Inc Southgate MI US 6.0 
American Money Management, LLC Rancho Santa FE CA US 134.3 
American Municipal Securities, Inc. St Petersburg FL US 0.0 
American Northwest Advisory Services L.L.C. Federal Way WA US 154.4 
American Pegasus Investment Management,Inc. San Francisco CA US 202.3 
American Pegasus Ldg, LLC San Francisco CA US 0.0 
American Pensions, Inc. Mount Pleasant SC US 0.0 
American Planning Group Inc Stamford CT US 51.9 
American Portfolio Management, Inc. Clearwater FL US 0.0 
American Portfolio Services, Inc. 1.8 
American Portfolios Advisors, Inc Holbrook NY US 1200.0 
American Providers Insurance Services & Estate Planning Sacramento CA US 0.0 
American Realty Advisors Glendale CA US 0.0 
American Reliance Group Spokane WA US 0.0 
American Research & Management Co Marion MA US 358.8 
American Retirement & Investment Strategies, LLC Gloucester MA US 16.7 
American Retirement Planning Group Inc 50.6 
American Securities Group, Inc. Boca Raton FL US 1800.0 
American Service Corp. Gresham OR US 62.0 
American Shareholders Investment Corp Nantucket MA US 34.7 
American Strategic Capital Los Alamitos CA US 10.6 
American Superior Company 50.3 
American Tax & Financial Group, LLC Alpharetta GA US 0.0 
American Trust Investment Advisors, LLC Lebanon NH US 22.4 
American Trust Investment Services, Inc. Whiting IN US 2.9 
American United Life Insurance Company Indianapolis IN US 2779.6 
American Value Advisors Group Scottsdale AZ US 0.0 
American Values Investments, Inc. Johnson City TN US 51.3 
American Wealth Advisors, LLC 0.0 
American Wealth Management LLC Scottsdale AZ US 5.0 
American Wealth Management, Inc. Atlanta GA US 72.8 
American Wealth Services, LLC Tampa FL US 0.1 
American Wealthcare Advisors L.L.C. Bellaire TX US 14.3 
American Zang Investment Council Denver CO US 0.0 
Americap Advisers LLC New York NY US 63.4 
Americap LLP Independence OH US 0.0 
Americavest Financial LLC Fort Lauderdale FL US 27.0 
Americu Capital Management, LLC Rome NY US 29.3 
Americus Capital Advisors, LLC New York NY US 54.0 
Amerindo Investment Advisors Inc San Francisco CA US 1219.1 
Ameriplan Advisors LLC Greer SC US 0.0 
Ameriprise Financial Services, Inc. Minneapolis MN US 80289.6 
Ameriprise Financial, Inc. Minneapolis MN US 147301.1 
Ameriserv Associates, Inc. State College PA US 393.4 
Amerisrael Capital Management, LLC 0.4 
Ameristock Corporation Alameda CA US 438.0 
Ameritas Investment Corp Lincoln NE US 1272.9 
Ameritor Financial Corp Washington DC US 1.0 
Ameritrade Advisory Services LLC Bellevue NE US 0.0 
Ameritrust Capital Management Ltd Santa Ynez CA US 71.1 
Ameritrust Investment Advisors Inc Tulsa OK US 76.2 
Amerivest Advisory Corp Northampton MA US 36.7 
Amerivest Investment Management, LLC Bellevue NE US 0.0 
Ameriway Financial Services, Inc. Voorhees NJ US 0.0 
Amervest Company, Inc. Los Angeles CA US 191.9 
Ames Fee Only Financial Planning Annapolis MD US 77.0 
Ames Financial Services Anaheim CA US 4.1 
Ames Planning Associates Inc Peterborough NH US 98.3 
Amg Capital Management, Inc. San Antonio TX US 0.7 
Amg Financial Strategies, Inc. Alpharetta GA US 4.2 
Amherst Capital, Inc. Dallas TX US 42.7 
Amherst Financial Services, Inc. Williamsville NY US 0.0 
Amherst Financial Services, Inc. Toms River NJ US 32.7 
Amherst Research, L.L.C. Birmingham MI US 0.0 
Ami Asset Management Corp Los Angeles CA US 376.2 
Ami Investment Management Inc Kendallville IN US 411.8 
Amic Orland Park IL US 20.9 
Amicus AM LLC Brea CA US 0.0 
Amicus Financial Advisors, L.L.P. Lubbock TX US 25.0 
Amidon & Petersen Financials, LLC 5.1 
Amir H. Ahanchian & Company, LLC Houston TX US 10.0 
Amity Advisory, LLC Seaford NY US 0.0 
Amity Individual Investment Planning, LLC Orange CT US 0.0 
Amity Investment Management Glendale CA US 12.4 
Amivest Capital Management Melville NY US 664.3 
Amiya Capital LLP London, England   UK 77.5 
Ammb Consultant Sdn Bhd Kuala Lumpur   MY 0.0 
Amoeba Capital Partners Pte. Ltd. Singapore   SG 0.0 
Amoeba Growth Management LLC Greenville SC US 5.5 
Amp Capital Redding Investors (Us) Limited Chicago IL US 14.3 
Amper Financial Services, LLC Bridgewater NJ US 0.0 
Ampere Capital Management, LP New York NY US 148.9 
Amr Employee Benefit Services, Inc. Naperville IL US 0.0 
Amr Investments Inc. West Boylston MA US 0.0 
Amrein Financial 0.0 
Ams Advisors LLC Austin TX US 118.8 
Ams Consulting, Inc Bingham Farms MI US 0.0 
Ams Management Essex Junction VT US 6.7 
Amsler Financial Planning LLC Langley WA US 0.0 
Amsouth Asset Management, Inc. Birmingham AL US 4437.4 
Amsouth Investment Management Company LLC Birmingham AL US 95.1 
Amstar Investment Management LLC New York NY US 0.0 
Amtrin Financial Advisors 0.1 
Amtrust Investment Services, Inc. Cleveland OH US 0.0 
Amundson Financial, LLC Doylestown PA US 0.0 
Amussen, Hunsaker & Associates Incorporated Salt Lake City UT US 31.2 
Amvest Securities, Incorporated Columbus OH US 13.4 
Amy Noel, Inc. Boulder CO US 0.0 
Amy Ruth Borun, Financial Consulting, LLC 0.0 
Anacapa Asset Management, LLC Los Angeles CA US 12.5 
Anagha Fund, LP Millibrae CA US 0.0 
Analyst Exchange and Trading Services Ltd. Tel Aviv   IL 80.0 
Analytic Asset Management, Inc. New York NY US 364.2 
Analytic Investment Management LLC 1.1 
Analytic Investors, LLC Los Angeles CA US 13263.3 
Analytical Investing LLC 0.0 
Analytical Investment Services, Inc. Onalaska WI US 10.1 
Analytical Portfolio Solutions, LLC Youngstown OH US 8.0 
Analytics Investment Advisors Inc Excelsior MN US 25.5 
Analytix Capital,Inc Westport CT US 0.0 
Anava Capital Management LLC 0.6 
Anchor Bay Capital, Inc. Carlsbad CA US 62.9 
Anchor Capital Irvine CA US 260.9 
Anchor Capital Advisors LLC Boston MA US 7122.1 
Anchor Capital Group, LLC New York NY US 49.6 
Anchor Capital Management LLC Lutherville MD US 53.5 
Anchor Capital Management, LLC Ithaca NY US 25.4 
Anchor Financial & Accounting, P.C. 4.3 
Anchor Financial Group Camp Hill PA US 0.0 
Anchor Financial Services, Inc Savage MN US 39.0 
Anchor Investment Management Columbia SC US 116.5 
Anchor Pacific Financial Services 6.2 
Anchor Wealth Management, LLC City of Industry CA US 30.0 
Anchor/Russell Capital Advisors LLC Boston MA US 654.3 
Anchorage Advisors, L.L.C. New York NY US 5100.7 
Ancient Art, L.P. Austin TX US 256.8 
Ancient Cedars Investments Inc. Scottsdale AZ US 14.8 
Ancona Financial Advisors 0.0 
Ancora Advisors LLC Beachwood OH US 963.6 
Ancora Investment Company St.louis MO US 0.0 
Ancora Vista Financial, Inc Chelan WA US 0.0 
Ancora West Advisors Reno NV US 47.0 
and One Advisory Services, LLC Towson MD US 0.0 
Anderen Capital Clearwater FL US 35.0 
Anders Financial Planning Petaluma CA US 0.0 
Andersen Capital Management, LLC Lake Forest IL US 8.0 
Anderson & Anderson Advisory, LLC Longview WA US 0.0 
Anderson & Strudwick, Incorporated Richmond VA US 107.4 
Anderson Advisory Services 0.0 
Anderson Advisory, Inc. 6.3 
Anderson Asset Management Claremont CA US 0.3 
Anderson Capital Consulting Charlotte NC US 17.0 
Anderson Financial Management Group Redlands CA US 55.6 
Anderson Financial Planning, Inc. Charlotte NC US 0.0 
Anderson Financial Services, Inc Littleton CO US 3.3 
Anderson Griggs Portfolio Management Rock Hill SC US 38.0 
Anderson Growth Partners, LLC Florence AL US 258.5 
Anderson Herr Financial Services, LLC 0.5 
Anderson Hoagland & Co St Louis MO US 186.7 
Anderson Iii Carl 25.0 
Anderson Investment Group LLC Birmingham AL US 0.0 
Anderson Investment Management LLC 0.8 
Anderson Roxanne Fie 72.0 
Anderson, Bradley Matthew New York NY US 116.3 
Anderson, Charles Justin Birmingham AL US 3.2 
Anderson, Charles W. 0.0 
Anderson, James Philip Palm Desert CA US 0.0 
Anderson, Martin & Company, LLC Larkspur CA US 14.5 
Anderson, Riley & Spoor, PA St. Petersburg FL US 108.0 
Anderson, Williams & Co. Birmingham AL US 3.2 
Anderson-Burk, Inc. Lynnwood WA US 17.2 
Andersonfisher LLC Lake Oswego OR US 93.0 
Andesa Investment Solutions, Inc. Allentown PA US 56.4 
Andesa Strategies, Inc. Allentown PA US 0.0 
Andesite Boston MA US 74.4 
Andex Limited, Inc. Irvine CA US 0.0 
Andor Capital Management, L.L.C. Greenwich CT US 2155.3 
Andorra Capital, LLC Lincoln NE US 1.5 
Andover Advisory Group Lawrence MA US 0.0 
Andover Capital Andover MA US 187.6 
Andover Equity Associates Andover MA US 67.7 
Andover Financial Advisors 0.0 
Andover Investment Management Elmhurst IL US 2.5 
Andover Wealth Management Andover MA US 0.0 
Andover Wealth Management, Inc Andover MA US 11.5 
Andre Caubarreaux 2.9 
Andreeff Equity Advisors, L.L.C. Baton Rouge LA US 1000.0 
Andres Capital Management,LLC King of Prussia PA US 98.6 
Andresen and Associates Salinas CA US 42.5 
Andrew C. Karlinski Financial & Insurance Services, Inc. Irvine CA US 0.0 
Andrew C. Roth Glendale CA US 0.0 
Andrew Copperman 2.9 
Andrew Edgar Mosesian 13.3 
Andrew Feinberg Associates, LLC 10.1 
Andrew Garrett, Inc. New York NY US 20.5 
Andrew J. Fama Asset Management Rochester NY US 20.0 
Andrew John Spillios, Cfp 6.0 
Andrew Mcdonnell Certified Financial Services Inc. Texarkana TX US 0.0 
Andrew Nelson Financial Services, LLC Irvine CA US 22.0 
Andrew R. Bellamah Investment Advisory LLC Silver Spring MD US 74.0 
Andrew R. Nelson Salt Lake City UT US 12.5 
Andrew Soter Investment Consultants 36.5 
Andrew Watkins & Associates Inc. Sequim WA US 38.4 
Andrews & Company Grand Rapids MI US 133.0 
Andrews Advisory Associates, LLC Honolulu HI US 65.0 
Andrews Capital Management Corporation Houston TX US 32.3 
Andrews Capital Management Inc Coronado CA US 54.0 
Andrews Investment Management Augusta GA US 6.0 
Andrews, Lucia Wealth Management LLC San Mateo CA US 106.1 
Andrews, Thomas 0.0 
Andron Capital Management Corporation Lafayette CA US 16.0 
Andrus Investment Management, Inc. 4.0 
Andvari Financial Advisors 0.0 
Andy Watson, Jr. & Associates, LLC Macon GA US 0.0 
Anew Capital Management LLC Scottsdale AZ US 0.0 
Angart & Co. Beachwood OH US 3.5 
Angavu Investments, LLC 0.0 
Angelbeck J M Inc 35.0 
Angeles Investment Advisors Santa Monica CA US 1355.4 
Angell Capital Management, LLC St. Charles MO US 29.7 
Angell Financial 68.0 
Angelo, Gordon & Co., L.P. New York NY US 9827.7 
Angelo, Gordon & Co., L.P. New York NY US 11559.7 
Angelo, Gordon Advisors, LLC New York NY US 966.7 
Angelotti/Rosenberg Asset Management Sarasota FL US 85.0 
Angevine & Associates, P.A. Annapolis MD US 0.0 
Angle Asset Management, LLC San Francisco CA US 11.6 
Angler Management, L.P. Greenwich CT US 43.8 
Animas Research, LLC 3.5 
Anira Advisory Group, LLC San Francisco CA US 0.9 
Anita Chalmers Pasadena CA US 0.0 
Ank Capital, LLC New York NY US 43.5 
Ankyra Capital Management, LLC Boston MA US 0.0 
Ann D. Witte Financial & Economic Consulting 0.0 
Ann O'Day Financial Services 4.3 
Ann W. Black, Cfp 0.0 
Anna Corp Helena MT US 75.8 
Annadel Capital San Rafael CA US 38.2 
Annandale Capital, LLC Dallas TX US 266.9 
Annapolis Capital Advisers, LLC. 23.0 
Annapolis Financial Services, LLC 69.9 
Annapolitan Investment Group, Inc. Annapolis MD US 0.0 
Anne Arundel Financial Planning Glen Burnie MD US 20.0 
Annex Wealth Management, LLC Brookfield WI US 141.0 
Anodos Advisors, LLC Santa Barbara CA US 76.2 
Anomaly Capital Partners LLC 2.3 
Anovest Investment Advisors, Inc. Marietta GA US 8.2 
Ansbacher Asset Management, LLC New York NY US 0.0 
Anson Capital, Inc. Peachtree City GA US 16.5 
Anspach Financial Group San Rafael CA US 0.0 
Answer Key Advisors, LLC 0.0 
Antares Capital Management Chicago IL US 127.0 
Antero Capital, LLC Denver CO US 0.3 
Anthem Asset Management Avon CT US 0.9 
Anthony Capital Management Inc New York NY US 0.0 
Anthony Financial Management, LLC Wheeling WV US 18.9 
Anthony Investment Management, Inc. 2.1 
Anthony J. Mancini, I.A. Palm Springs CA US 8.2 
Anthony J. Orlando Inc. Oradell NJ US 15.0 
Anthony Locascio Consulting, LLC Clinton NJ US 0.0 
Anthony M. Humphreys Hightstown NJ US 10.0 
Anthony M. Rispoli, Cpa Montville NJ US 0.0 
Anthony P. Carnevale C.P.A. Salem MA US 0.0 
Anthony P. Longobucco Associates Harrison NY US 0.0 
Anthony Petsis & Associates Inc. Newtown PA US 9.0 
Anthony Smith Advisors, Inc. Atlanta GA US 118.2 
Anti Broker Financial Strategies LLC 1.9 
Antolino and Associates, Inc. Columbus OH US 5.4 
Antone Asset Allocation Advisors, LLC Farmington Hills MI US 0.0 
Antone Asset Management, Inc Carlsbad CA US 4.2 
Antonio Steven Andrade Ukiah CA US 4.0 
Antrim Investment Advisors LLC Bloomington MN US 38.5 
Antunes International Investment Management 2.1 
Anvar, David Irvine CA US 0.0 
Anvik Advisers LLC New York NY US 0.0 
Anweiler Financial Management, LLC New Haven IN US 18.0 
Anyfund, LLC Santa Rosa CA US 9.0 
Aok Consulting, Inc. Glendale CA US 0.0 
Aon Advisors Inc. Chicago IL US 1598.7 
Aon Capital Advisors LLC Chicago IL US 0.0 
Aon Investment Consulting Inc. Tampa FL US 0.0 
Aon Retirement Plan Advisors, LLC Atlanta GA US 576.4 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $25 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
DISCLAIMER
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.




Home | Download Data | Links | Contact Us

© 2008 IAS Services Ltd. All Rights Reserved. Terms and Conditions