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 665.0 
AM Private Investments, Inc. New Canaan CT US 0.0 
AM&M Financial Services, Inc. Pittsford NY US 441.0 
Amana Investment Advisers LLC 0.0 
Amani Capital Advisors, LLC Mountain Home ID US 0.0 
Amari Management 0.0 
Amaroq Asset Management LLC Friendswood TX US 1.0 
Amas Securites, Inc. New York NY US 212.4 
Amazz Investment Management, Inc. Buffalo NY US 27.7 
Amb Capital Partners, LLC San Francisco CA US 1433.2 
Ambar Financial Group Campbell CA US 1.5 
Ambassador Advisors, LLC Lancaster PA US 159.0 
Ambassador Capital Management Detroit MI US 789.6 
Ambassador Capital Management, Inc. Chicago IL US 10.0 
Amber Capital Investment Management New York NY US 1760.5 
Amber Partners Ltd. Hamilton BM 0.0 
Ambrose Financial and Insurance Services, LLC Walnut Creek CA US 3.0 
Ambrose Wealth Management Chadds Ford PA US 27.1 
Ambrozy & Associates, Inc. 2.7 
Ambs Investment Counsel LLC Grand Rapids MI US 529.2 
Amcore Investment Services, Inc Rockford IL US 0.0 
Amd Financial Services LLC St. Louis MO US 59.2 
Amdg Financial Plymouth MI US 19.7 
Amegy Investments, Inc. Houston TX US 169.2 
Ameraudi Asset Management, Inc. New York NY 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 14.6 
America First Investment Advisors LLC Omaha NE US 160.1 
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 1.5 
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 120.0 
American Assets Investment Management, LLC San Diego CA US 718.0 
American Beacon Advisors, Inc. Fort Worth TX US 37658.9 
American Blue Chip Investment Management Larkspur CA US 36.1 
American Business Capital 0.0 
American Capital Advisory, LLC Virginia Beach VA US 6.7 
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 4919.4 
American Century Investment Management Inc Kansas City MO US 58507.1 
American Community Wealth Management, LLC Woodstock IL US 25.6 
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 441.5 
American Fidelity Assurance Co Oklahoma City OK US 119.2 
American Financial & Tax Strategies, Inc. New York NY US 53.0 
American Financial Advisers 0.0 
American Financial Advisors Inc Orlando FL US 80.0 
American Financial Advisors, Inc. Redding CA US 3.2 
American Financial Advisors, LLC. Marietta GA US 296.8 
American Financial Group Beverly NJ US 0.0 
American Financial Management Ft. Myers FL US 2.0 
American Financial Management Group, Ltd. Berwyn PA US 45.2 
American Financial Management LLC Huntington Beach CA US 0.3 
American Financial Management Ltd Cedar Falls IA US 76.5 
American Financial Planning, Inc. 5.1 
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 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 77.9 
American Independence Financial Counselors, LLC New York NY US 0.0 
American Independence Financial Services, LLC New York NY US 760.8 
American Independence Financial Solutions, LLC New York NY US 0.0 
American Independent Securities Group, LLC Eagle ID US 36.1 
American Insurance Marketing Corp. Prince Frederick MD US 0.0 
American Investment Advisors Inc Madison WI US 30.6 
American Investment Advisors, Ltd Indianapolis IN US 0.0 
American Investment Advisory Services, LLC 0.3 
American Investment Capital, LLC Baltimore MD US 0.0 
American Investment Services Inc Great Barrington MA US 328.1 
American Investors Advisors Inc New York NY US 8.4 
American Investors Co San Ramon CA US 212.3 
American Investors Group, Inc. Minnetonka MN US 18.8 
American Market Advisors, Inc. San Antonio TX US 10.8 
American Money Management Group 5.5 
American Money Management, Inc Southgate MI US 6.0 
American Money Management, LLC Rancho Santa FE CA US 102.0 
American Municipal Securities, Inc. St Petersburg FL US 0.0 
American Northwest Advisory Services L.L.C. Federal Way WA US 147.6 
American Pegasus Investment Management,Inc. San Francisco CA US 2.2 
American Pegasus Ldg, LLC San Francisco CA US 156.1 
American Pensions, Inc. Mount Pleasant SC US 0.0 
American Planning Group Inc Stamford CT US 48.8 
American Portfolio Management, Inc. Clearwater FL US 0.0 
American Portfolio Services, Inc. 1.6 
American Portfolios Advisors, Inc Holbrook NY US 868.5 
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 5.5 
American Research & Management Co Marion MA US 266.9 
American Retirement & Investment Strategies, LLC Gloucester MA US 14.2 
American Retirement Planners Reno NV US 60.5 
American Retirement Planning Group Inc Las Vegas NV US 53.2 
American Securities Group, Inc. Boca Raton FL US 1200.0 
American Service Corp. Gresham OR US 45.1 
American Shareholders Investment Corp Nantucket MA US 25.9 
American Strategic Capital Los Alamitos CA US 2.3 
American Superior Company Glenview IL US 36.5 
American Tax & Financial Group, LLC Alpharetta GA US 0.0 
American Trust Investment Advisors, LLC Lebanon NH US 15.3 
American Trust Investment Services, Inc. Whiting IN US 2.9 
American United Life Insurance Company Indianapolis IN US 2281.8 
American Value Advisors Group Scottsdale AZ US 0.0 
American Values Investments, Inc. Johnson City TN US 34.2 
American Wealth Advisors, LLC Johns Creek GA US 16.0 
American Wealth Management LLC Scottsdale AZ US 5.0 
American Wealth Management, Inc. Atlanta GA US 55.0 
American Wealth Services, LLC Tampa FL US 0.1 
American Wealthcare Advisors L.L.C. Bellaire TX US 8.5 
American Zang Investment Council Denver CO US 0.0 
Americap Advisers LLC New York NY US 63.4 
Americap Financial Services, Inc Oklahoma City OK U. 0.0 
Americap LLP Independence OH US 0.0 
Americavest Financial LLC Fort Lauderdale FL US 27.0 
Americu Capital Management, LLC Rome NY US 26.7 
Amerindo Investment Advisors Inc San Francisco CA US 1219.1 
Ameriplan Advisors LLC Greer SC US 0.0 
Ameriprise Advisor Services, Inc. Detroit MI US 2380.6 
Ameriprise Financial Services, Inc. Minneapolis MN US 60166.6 
Amerisage Financial Group, Inc. Arlington TX US 0.0 
Amerisrael Capital Management, LLC 0.3 
Ameristock Corporation Alameda CA US 188.2 
Ameritas Investment Corp Lincoln NE US 1067.2 
Ameritor Financial Corp Washington DC US 0.0 
Ameritrust Capital Management Ltd Santa Ynez CA US 59.0 
Ameritrust Investment Advisors Inc Tulsa OK US 62.5 
Amerivest Investment Management, LLC Bellevue NE US 0.1 
Ameriway Financial Services, Inc. Voorhees NJ US 0.0 
Amersey Investments LLC Bay City MI US 0.0 
Amervest Company, Inc. Los Angeles CA US 191.9 
Ames Fee Only Financial Planning Annapolis MD US 61.9 
Ames Financial Services Anaheim CA US 2.9 
Ames Planning Associates Inc Peterborough NH US 75.9 
Amg Financial Strategies, Inc. Alpharetta GA US 5.0 
Amherst Capital, Inc. Dallas TX US 25.1 
Amherst Financial Services, Inc. Williamsville NY US 0.0 
Amherst Financial Services, Inc. Toms River NJ US 27.6 
Amherst Research, L.L.C. Birmingham MI US 0.0 
Ami Asset Management Corp Los Angeles CA US 402.5 
Ami Investment Management Inc Kendallville IN US 311.8 
Amic Orland Park IL US 20.9 
Amicus Financial Advisors, L.L.P. Lubbock TX US 25.2 
Amidon & Petersen Financials, LLC 8.5 
Amir & Company, LLC Houston TX US 0.1 
Amity Advisory, LLC Seaford NY US 0.0 
Amity Individual Investment Planning, LLC Orange CT US 0.0 
Amity Investment Management Glendale CA US 13.3 
Amivest Capital Management Melville NY US 664.3 
Ammb Consultant Sdn Bhd Kuala Lumpur MY 0.0 
Amoeba Capital Partners Pte. Ltd. Singapore SG 400.0 
Amoeba Growth Management LLC Greenville SC US 5.5 
Amp Capital Redding Investors (Us) Limited Chicago IL US 0.7 
Amper Financial Services, LLC Bridgewater NJ US 88.1 
Ampere Capital Management, LP New York NY US 148.9 
Ampex Capital, LLC 0.0 
Amrein Financial 0.0 
Ams Advisors LLC Austin TX US 97.4 
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 
Amtrin Financial Advisors 0.1 
Amtrust Investment Services, Inc. Cleveland OH US 0.0 
Amussen, Hunsaker & Associates Incorporated Salt Lake City UT US 30.0 
Amvest Securities, Incorporated Columbus OH US 14.5 
Amy Noel, Inc. Boulder CO US 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 70.0 
Analytic Asset Management, Inc. New York NY US 356.2 
Analytic Investment Management LLC 1.7 
Analytic Investors, LLC Los Angeles CA US 8931.4 
Analytical Investment Services, Inc. Onalaska WI US 7.8 
Analytical Portfolio Solutions, LLC Youngstown OH US 4.2 
Analytix Capital,Inc Westport CT US 0.0 
Anava Capital Management LLC 0.6 
Anchin Wealth Management LLC New York NY US 100.0 
Anchor Bay Capital, Inc. Carlsbad CA US 51.8 
Anchor Capital Irvine CA US 264.8 
Anchor Capital Advisors LLC Boston MA US 5098.3 
Anchor Capital Management Group, LLC Irvine CA US 0.0 
Anchor Capital Management LLC Lutherville MD US 34.9 
Anchor Capital Management, LLC Ithaca NY US 19.3 
Anchor Financial & Accounting, P.C. 4.3 
Anchor Financial Group Camp Hill PA US 0.0 
Anchor Financial Services, Inc Savage MN US 31.0 
Anchor Investment Management Columbia SC US 88.3 
Anchor Wealth Management Diamond Bar CA US 8.0 
Anchor/Russell Capital Advisors LLC Boston MA US 475.0 
Anchorage Advisors, L.L.C. New York NY US 6197.9 
Ancient Art, L.P. Austin TX US 175.7 
Ancient Cedars Investments Inc. Scottsdale AZ US 11.6 
Ancona Financial Advisors 0.0 
Ancora Advisors LLC Beachwood OH US 909.2 
Ancora Vista Financial, Inc Chelan WA US 0.0 
Ancora West Advisors Reno NV US 36.5 
and One Advisory Services, LLC Towson MD US 0.0 
Anderen Capital Clearwater FL US 0.0 
Anders Financial Planning Petaluma CA US 0.6 
Andersen Capital Management, LLC Lake Forest IL US 12.0 
Anderson & Anderson Advisory, LLC Longview WA US 0.0 
Anderson & Strudwick, Incorporated Richmond VA US 84.7 
Anderson Advisory Services 0.0 
Anderson Advisory, Inc. 6.0 
Anderson Asset Management Claremont CA US 0.3 
Anderson Capital Consulting Charlotte NC US 12.0 
Anderson Financial Management Group Redlands CA US 33.3 
Anderson Financial Planning, Inc. Charlotte NC US 19.6 
Anderson Financial Services, Inc 0.0 
Anderson Griggs Portfolio Management Rock Hill SC US 25.9 
Anderson Growth Partners, LLC Florence AL US 182.4 
Anderson Herr Financial Services, LLC 0.5 
Anderson Hoagland & Co St Louis MO US 158.7 
Anderson Iii Carl 25.0 
Anderson Investment Group LLC Birmingham AL US 0.0 
Anderson Investment Management LLC 0.6 
Anderson Roxanne Fie 45.6 
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 97.0 
Anderson-Burk, Inc. Lynnwood WA US 15.3 
Andesa Investment Solutions, Inc. Allentown PA US 25.0 
Andesa Strategies, Inc. Allentown PA US 0.0 
Andesite Boston MA US 74.4 
Andor Capital Management, L.L.C. Greenwich CT US 2155.3 
Andorra Capital, LLC Lincoln NE US 1.2 
Andover Advisory Group Lawrence MA US 0.0 
Andover Capital Andover MA US 187.6 
Andover Equity Associates Andover MA US 78.0 
Andover Financial Advisors 0.0 
Andover Investment Management Elmhurst IL US 2.5 
Andover Wealth Management, Inc Andover MA US 11.5 
Andre Caubarreaux 6.8 
Andreeff Equity Advisors, L.L.C. Baton Rouge LA US 1000.0 
Andresen and Associates Salinas CA US 30.3 
Andrew C. Karlinski Financial & Insurance Services, Inc. Irvine CA US 0.7 
Andrew C. Roth Glendale CA US 0.0 
Andrew Copperman 1.8 
Andrew Edgar Mosesian 7.9 
Andrew Feinberg Associates, LLC 10.1 
Andrew Garrett, Inc. New York NY US 24.0 
Andrew Hill Investment Advisors, Inc 0.0 
Andrew J. Fama Asset Management, LLC 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 Newport Beach CA US 20.0 
Andrew R. Bellamah Investment Advisory LLC Silver Spring MD US 77.0 
Andrew R. Nelson Salt Lake City UT US 12.5 
Andrew Soter Investment Consultants 28.0 
Andrew Watkins & Associates Inc. Sequim WA US 24.5 
Andrews & Company Grand Rapids MI US 107.0 
Andrews Advisory Associates, LLC Honolulu HI US 51.0 
Andrews Capital Management Corporation Houston TX US 24.9 
Andrews Capital Management Inc Coronado CA US 33.6 
Andrews Investment Management Augusta GA US 6.0 
Andrews, Lucia Wealth Management LLC San Mateo CA US 73.4 
Andrews, Thomas 0.0 
Andron Capital Management Corporation Lafayette CA US 6.0 
Andrus Investment Management, Inc. 4.0 
Andvari Financial Advisors 0.0 
Anew Capital Management LLC Scottsdale AZ US 0.0 
Angart & Co. Beachwood OH US 3.2 
Angelbeck J M Inc 25.1 
Angeles Investment Advisors Santa Monica CA US 948.0 
Angell Capital Management, LLC St. Charles MO US 24.6 
Angell Financial 37.0 
Angelo, Gordon & Co., L.P. New York NY US 9375.0 
Angelo, Gordon Advisors, LLC New York NY US 578.5 
Angelucci Wealth Management 1.5 
Angevine & Associates, P.A. Annapolis MD US 0.0 
Angle Asset Management, LLC San Francisco CA US 1.3 
Angler Management, L.P. Greenwich CT US 27.4 
Animas Research, LLC 3.5 
Anita Chalmers Pasadena CA US 0.0 
Ank Capital, LLC 0.0 
Ankyra Capital Management, LLC Boston MA US 0.0 
Ann D. Witte Financial & Economic Consulting 0.0 
Anna Corp Helena MT US 63.8 
Annacore Business Capital, LLC Plymouth MI US 0.0 
Annadel Capital San Rafael CA US 27.6 
Annandale Capital, LLC Dallas TX US 246.0 
Annapolis Capital Advisers, LLC. 23.0 
Annapolis Financial Services, LLC 50.2 
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 110.0 
Anodos Advisors, LLC Santa Barbara CA US 155.7 
Anomaly Capital Partners LLC 2.3 
Anovest Investment Advisors, Inc. Marietta GA US 5.7 
Ansbacher Asset Management, LLC New York NY US 0.0 
Anson Capital, Inc. Peachtree City GA US 26.3 
Anspach Financial Group San Rafael CA US 0.0 
Answer Key Advisors, LLC Westlake OH US 1.0 
Antares Capital Management Chicago IL US 127.0 
Antero Capital, LLC Denver CO US 0.3 
Anthem Asset Management Farmington CT US 0.8 
Anthony Financial Management, LLC Wheeling WV US 27.7 
Anthony Investment Management, Inc. 2.1 
Anthony J. Mancini, I.A. Palm Springs CA US 9.3 
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 112.7 
Antolino and Associates, Inc. Columbus OH US 6.0 
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 5.5 
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 0.0 
Aok Consulting, Inc. Glendale CA US 0.0 
Aon Advisors Inc. Chicago IL US 1598.7 
Aon Benfield Securities, Inc. Chicago IL US 0.0 
Aon Investment Consulting Inc. Tampa FL US 0.0 
Aon Retirement Plan Advisors, LLC Atlanta GA US 4.2 
           
 
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