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) 
Cia Financial Group, Inc. Shelby Township MI US 0.0 
Cibc Global Asset Management (Usa) Ltd. Montreal, Quebec CA 371.2 
Cibc Global Asset Management Inc. Montreal Quebec H3b 4w5 CA 45298.8 
Cic Advisers, LLC Raleigh NC US 22.4 
Ciccarelli Advisory Services Inc Naples FL US 285.6 
Cicchella & Associates LLC South Lyon MI US 0.0 
Ciennik Financial Group,Inc. Sterling Heights MI US 0.4 
Cifuentes & Associates, LLC Hollywood FL US 0.0 
Cig Asset Management, Inc. Southfield MI US 73.0 
Cigna Investment Advisors, Inc. Bloomfield CT US 17771.0 
Cim Financial Group, Inc. Edmonds WA US 13.0 
Cim Investment Management Inc Pittsburgh PA US 452.9 
Cim Wealth Advisors, LLC 41.5 
Cima Wealth Management, Inc. 6.9 
Cimarron Asset Management, LLC Irving TX US 545.5 
Cimb-GK Securities (Uk) Ltd London EN 0.0 
Cinchpoint Financial Services 6.7 
Cincinnati Asset Management Inc Cincinnati OH US 608.4 
Cinda Jones, Cfp, Cdp San Diego CA US 0.0 
Cinfin Capital Management Fairfield OH US 944.0 
Ciovacco Capital Management 35.6 
Cip Management, L.P., L.L.L.P. St. Louis MO US 2.2 
Circle Advisers Inc New York NY US 230.5 
Circle Wealth Management, LLC Summit NJ US 210.5 
Cirrus Asset Management, LLC 3.4 
Cirrus Capital Management, LLC 5.7 
Cirrus Research, LLC Tarrytown NY US 0.0 
Citadel Asset Management, LLC 0.0 
Citadel Capital Management 15.4 
Citadel Cpa & Wealth Care Services Kennesaw GA US 6.0 
Citadel Investment Advisory Inc 38.5 
Citadel Portfolio Advisors San Francisco CA US 8.8 
Citic Capital Investment Management (Cayman) Limited George Town KY 240.0 
Citic Capital Investment Management Limited Hong Kong PR 240.0 
Citicorp Investment Services Long Island City NY US 1781.3 
Citigroup Alternative Investments LLC New York NY US 26247.0 
Citigroup Global Markets Inc. New York NY US 142302.1 
Citigroup Investment Advisory Services Inc. New York NY US 5650.0 
Citium Wealth Management, LLC 8.7 
Citiwest Capital Corporation 0.0 
Citizens Advisers, Inc. Portsmouth NH US 725.0 
Citizens Investment Advisors Providence RI US 182.1 
Citizens Investment Services, LLC Hutchinson MN US 0.0 
Citrin Cooperman Wealth Management, LP Philadelphia PA US 71.3 
Citrus Capital Management, LLC 4.8 
City Capital Management L.L.C. Forest VA US 5.7 
City Investment Advisors, Inc. Langhorne PA US 1.5 
City National Asset Management, Inc. Beverly Hills CA US 7362.7 
City of London Investment Management Company Limited London UK 2282.0 
City Securities Corporation Indianapolis IN US 188.7 
Civello Investment Advisory 8.5 
Cjb Capital Management, LLC San Francisco CA US 3.1 
Cjm Wealth Advisers, Ltd. Fairfax VA US 266.0 
CK Advisors, LLC New York NY US 18.1 
CK Environmental Capital Management LLC Tempe AZ US 20.0 
Ckm Financial 0.0 
Ckr Investments LLC 8.9 
CL&B Capital Management, LLC 5.7 
Clacy Associates New York NY US 0.0 
Clados Management LLC San Mateo CA US 0.0 
Clairvoyance Capital Advisors Inc. Taipei TA 565.0 
Clanco Management Corp. Cleveland OH US 670.9 
Claremont Financial Group,Inc. Claremont CA US 90.0 
Claremont Investment Partners LLC Summit NJ US 17.0 
Claret Asset Management Corp Montreal Quebec CA 533.4 
Clarfeld Financial Advisors Inc Tarrytown NY US 2630.8 
Clarion Advisors Inc. Auburn CA US 13.1 
Clarity Asset Management, Inc. West Des Moines IA US 83.8 
Clarity Capital Management, Inc. West Des Moines IA US 0.6 
Clarity Financial Group, Inc. Irvine CA US 0.0 
Clarity Financial Planning, P.C. Mesa AZ US 0.0 
Clarity For Women Tampa FL US 0.0 
Clarity Wealth Management, LLC Lewisville TX US 0.0 
Clarium Capital Management LLC New York NY US 2613.0 
Clarivest Asset Management LLC San Diego CA US 2570.0 
Clark & Stuart Inc Portland ME US 46.3 
Clark Asset Management + Associates, Inc. Pasadena CA US 11.2 
Clark Asset Management, Inc. Lake Mary FL US 20.0 
Clark Associates Financial Planning, Inc Braddock NJ US 65.2 
Clark Brothers Investments 0.0 
Clark Capital Management Group Inc Philadelphia PA US 1103.2 
Clark Capital Management, LLC 1.0 
Clark Company Severna Park MD US 18.0 
Clark Dodge & Co. Inc. White Plains NY US 12.0 
Clark Financial Advisors Birmingham AL US 109.4 
Clark Financial Services Group, Inc. Chesterfield MO US 75.0 
Clark Ii, Kenneth Andrew 0.0 
Clark Investment Strategies, Inc. Dallas TX US 0.0 
Clark Nobil & Co. Hallandale FL US 0.0 
Clark Nuber P.S. Bellevue WA US 0.0 
Clark Planning & Investment Advisory Birmingham AL US 20.8 
Clark Planning, Inc. 6.5 
Clark Wealth Strategies, Inc Omaha NE US 13.1 
Clark, Jeffrey, Brian 0.0 
Clarke & Company, PA Tampa FL US 0.3 
Clarke Arthur D & Co 46.2 
Clarke Asset Management Corporation Locust Valley NY US 0.5 
Clarke Bennitt Management, LP Chadds Ford PA US 11.5 
Clarkin, Freeman & Associates, Inc. South Barrington IL US 0.0 
Clarksdale Capital, LLC Larkspur CA US 2.2 
Clarkston Capital Partners, LLC Birmingham MI US 27.0 
Clarus Capital Management New York NY US 135.0 
Clarus Capital Partners, LLC 11.0 
Clarus Financial Planning 0.0 
Clarus Financial, LLC Cincinnati OH US 45.6 
Classic Asset Management, LLC Colts Neck NJ US 22.0 
Classic Capital, Inc. 118.9 
Classic Financial & Insurance Services, Inc. Thousand Oaks CA US 7.8 
Classic Financial Planning, Inc. 0.0 
Classic Investment Management, LLC Scottsdale AZ US 13.3 
Classic Portfolio Management Inc Menlo Park CA US 48.5 
Classical Capital LLC 0.0 
Clausen Capital Management, Inc. Charlotte NC US 14.0 
Clawson Advisory Services 220.5 
Clay Finlay LLC New York NY US 2330.1 
Clayborne Group, LLC Danbury CT US 125.0 
Clayman Financial Consulting 1.4 
Claymore Advisors, LLC Lisle IL US 3527.4 
Claymore Investments, Inc. Toronto CA 875.0 
Claymore Securities, Inc. Lisle IL US 2455.8 
Clayton & Mckervey Financial Group, LLC Southfield MI US 0.0 
Clayton Capital Management, Inc. Oakland CA US 2.2 
Clayton Chase Asset Management Edwardsville IL US 0.0 
Clayton Financial Services Inc Topeka KS US 181.0 
Clayton Hedge Fund Advisor LLC 2.8 
Clayton Perfilio, Ltd. Scranton PA US 2.9 
Clayvard Fund Management USA, Inc. London UK 0.0 
Clayvard Ltd. London UK 0.0 
Clb Financial 13.0 
Clbi Investments Inc Walnut Creek CA US 32.5 
Clc Capital Management Grand Junction CO US 10.0 
Clc Management, LLC Chicago IL US 30.6 
Clean Energy Asset Management, LLC 8.5 
Clean Yield Asset Management Greensboro VT US 96.7 
Clear Asset Management Inc. New York NY US 7.0 
Clear Brook Advisors, Inc. New York NY US 66.0 
Clear Cove Capital Management LP Dallas TX US 0.0 
Clear Cove LLC Dallas TX US 3.2 
Clear Perspectives Financial Planning, LLC 0.0 
Clear Point Advisors, Inc. Jericho NY US 102.6 
Clear Point LLC 0.0 
Clear Spring Financial, Pllc 0.2 
Clear Springs Advisors, LLC Tampa FL US 8.2 
Clear Stream Advisors, Incorporated 0.0 
Clear Trace, LLC 0.0 
Clear Values Financial Planning, Inc. 0.0 
Clear View Capital Management LLC 6.0 
Clear Vision Financial Advisors 0.0 
Clearbridge Advisors, LLC New York NY US 42657.9 
Clearbridge Asset Management Inc New York NY US 260.7 
Clearbrook Investment Consulting LLC Stamford CT US 25.1 
Clearbrook Partners LLC Princeton NJ US 545.0 
Clearlake Advisors, L.L.C. San Anselmo CA US 204.8 
Clearmark Capital LLC 0.0 
Clearpath Capital Partners LLC San Mateo CA US 45.3 
Clearpath Wealth Management, LLC Providence RI US 72.5 
Clearpoint Capital, L.L.C. Fairhope AL US 4.1 
Clearrock Capital LLC Ketchum ID US 166.0 
Clearview Financial Advisors 0.0 
Clearview Financial, Inc. San Diego CA US 8.3 
Clearview Financial, LLC 1.7 
Clearview Wealth Management, LLC Bethesda MD US 0.0 
Clearview Wealth Management, LLC Phoenix AZ US 15.0 
Clearvue Advisors LLC 8.0 
Clearwater Advisors, LLC Boise ID US 3100.0 
Clearwater Asset Management, LLC Las Vegas NV US 34.5 
Clearwater Capital Management 15.0 
Clearwater Capital Management I, LLC Chatham NJ US 26.3 
Clearwater Capital Management Ii, LLC Clearwater FL US 8.0 
Clearwater Management Company, Inc. St Paul MN US 771.5 
Clearwealth Boise ID US 39.5 
Cleary Gull Inc. Milwaukee WI US 742.5 
Clelland & Company Inc LA Jolla CA US 215.5 
Clem Investments Rapid City SD US 2.9 
Clement Asset Management, LLC 0.0 
Clemente Investment Services LLC Kingston PA US 0.0 
Clerestory Capital Advisors, LLC New York NY US 138.0 
Clerestory Financial Planning, LLC Edina MN US 2.2 
Cleveland Capital Management Rocky River OH US 25.1 
Cleveland Financial Services Corporation Agoura CA US 0.0 
Cleveland Hauswirth Investment Management, Inc. Milwaukee WI US 101.7 
Click Capital Management, LLC Jupiter FL US 2.5 
Client First Advisors,Inc. Clearwater FL US 50.6 
Client First Finance LLC 0.0 
Client First Financial Advisors, LLC 0.8 
Clientfirst Wealth Management Little Rock AR US 145.0 
Clifden Equities, LLC St. John VI US 0.0 
Cliff Fridkis 5.6 
Clifford Capital Management 9.9 
Clifford E. Fenske JR Cpa Accountancy Corporation San Martin CA US 0.0 
Clifford Investment Counsel, LLC 4.6 
Clifford Swan Investment Counsel LLC Pasadena CA US 1644.6 
Cliffwater LLC Marina Del Rey CA US 202.3 
Cliffwood Partners LLC Los Angeles CA US 565.6 
Clifton Gunderson Middleton WI US 777.8 
Clifton Myers Financial Advisory Round Rock TX US 5.0 
Clifton, Roger Lambert 43.0 
Climo Capital Management, Inc. 0.0 
Cline & Company Investment Management,LLC Salt Lake City UT US 0.0 
Cline Financial Concepts, LLC 1.9 
Clinkscales Capital Advisors, LLC Roswell GA US 25.0 
Clinton Group, Inc New York NY US 3390.1 
Clinton Investment Management, LLC Stamford CT US 102.0 
Clinton Street Capital 2.0 
Clintsman Financial Planning Southlake TX US 0.0 
Clio Funds Management, LLC Raleigh NC US 30.0 
Clm Capital Management LLC Sanford ME US 22.4 
Cloak and Company Investment Advisors, LLC Albuquerque NM US 3.7 
Clocktower Capital,LLC Beverly Hills CA US 8.3 
Clorety + Company, Inc. Crownsville MD US 6.4 
Closed-End Fund Advisors Inc. Richmond VA US 13.1 
Cloud, Minturn & Associates Torrance CA US 0.0 
Cloud, Neff Management, LLC Tulsa OK US 500.0 
Cloudbreak Capital LLC Los Angeles CA US 0.0 
Cloudy Bay Capital, Inc. Fountain Valley CA US 0.0 
Clough Capital Partners, LP Boston MA US 2105.1 
Clover Capital Management Inc Rochester NY US 2522.1 
Clover Partners, L.P. Dallas TX US 135.4 
Clovis Capital Management New York NY US 1643.6 
Cls Investment Firm, LLC Omaha NE US 3596.7 
Cluain-Eraird Equity Investors, LLC Menlo Park CA US 8.0 
Clune & Associates Chicago IL US 144.9 
Clute Wealth Management Plattsburgh NY US 0.0 
Clutinger Williams & Verhoye Inc San Diego CA US 137.4 
Clutterbuck Capital Management LLC Cleveland OH US 71.2 
Clyde Financial Planning 0.0 
Clyman & Associates, Inc. Encinitas CA US 0.0 
CM Capital Management, LLC Virginia Beach VA US 3.5 
CM Energy Partners, Inc. Dallas TX US 25.3 
CM Financial Advisors, LLC Rocky Hill CT US 0.0 
CM First Capital Corp. 11.1 
Cma Investments 4.4 
Cmc Advisers, LLC Portland OR US 131.9 
Cmc Advisors, Inc. New York NY US 0.0 
Cmd Financial Services 1.2 
Cmg Advisors, Inc. Radnor PA US 4.8 
Cmg Advisors, LLC Seattle WA US 0.3 
Cmg Advisory Services, LLC Naples FL US 0.0 
Cmg Capital Management Group, Inc. Radnor PA US 186.2 
Cmg Investment Advisors, L.L.C. Moline IL US 79.3 
Cmg Investment Advisors,LLC Radnor PA US 4.8 
CMH Wealth Management, LLC North Hampton NH US 62.8 
Cmk Financial Planning, LLC 1.3 
Cmn Financial Services, Inc. Nashville TN US 10.7 
Cmp Financial Planning 0.5 
Cms Fund Advisers, Inc. Wynnewood PA US 1295.7 
Cms Inc. Sherman Oaks CA US 0.0 
Cmsu & Associates, LLC 13.0 
Cnbs Overland Park KS US 1453.9 
Cnh Partners, LLC Greenwich CT US 478.4 
Cnl Fund Advisors Company Orlando FL US 28.1 
Cnlbank Wealth Management Orlando FL US 670.4 
           
 
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