Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
Home Download Data Links Contact Us Family Office 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) 
Hoag Parrish Financial Management Vineland NJ US 6.5 
Hobbs Group Advisors LLC Columbia SC US 15.0 
Hoben Capital Management LLC Spencer IA US 0.0 
Hobert & Svoboda, Inc. Brookfield WI US 175.5 
Hoch Accounting Nazareth PA US 0.0 
Hochman & Baker Investment Advisors, Inc. Northbrook IL US 0.0 
Hocking Capital Management, LLC Circleville OH US 0.0 
Hoctor Financial Group, LLC 7.0 
Hodge Financial Services, LLC Hinsdale NH US 107.5 
Hodges Capital Management Inc Dallas TX US 574.2 
Hodskins Financial Management, LLC 8.0 
Hoe Brothers Investment Management 0.3 
Hoefer & Arnett Capital Management, Inc. San Francisco CA US 610.2 
Hoenes Financial Planning, Inc. 14.0 
Hoertkorn Richard Charles Larkspur CA US 80.6 
Hoey Investments, Inc. West Chester PA US 58.0 
Hoff and Associates Cupertino CA US 0.1 
Hoffman & Associates Financial and Estate Advisors, Inc. Ventura CA US 55.0 
Hoffman Alan N Investment Management 22.2 
Hoffman and Hock, Inc. Phoenix AZ US 0.0 
Hoffman Financial Consultants Hunt Valley MD US 1.6 
Hoffman Wealth Solutions 0.0 
Hoffmann Hermanson 20.0 
Hogan Capital Management, Inc. Waterl00 IA US 28.2 
Hogan Capital Management, LLC Eden Prairie MN US 0.6 
Hogin Financial and Insurance Services, Inc. Turlock CA US 0.0 
Hogmanay Cousulting Whitefish MT US 0.0 
Hoisington Investment Management Co Austin TX US 4778.3 
Hokanson Associates, Inc. Solana Beach CA US 351.0 
Hokin Investment Advisors Inc. Deerfield IL US 18.2 
Holaday, Stephen Duncan Sunnyuale CA US 0.0 
Holbein Associates, Inc. Dallas TX US 107.2 
Holber, Stephen William Carmel CA US 0.1 
Holbrook Global Strategies Palo Alto CA US 115.0 
Holcombe & Mcgrath Asheville NC US 55.0 
Holcombe Financial, Inc. Atlanta GA US 138.3 
Holden Financial Planning 0.0 
Holden Securities Management Inc 0.0 
Holder & Company, Inc. 12.0 
Holder, Adrian C Torrance CA US 14.0 
Holderness Investments Co Greensboro NC US 101.0 
Holistic Wealth Advisors, LLC Bel Air MD US 0.0 
Holland & Associates, P.C. San Diego CA US 3.6 
Holland & Co LLC New York NY US 30.0 
Holland Advisory Services, Inc. Ormond Beach FL US 45.5 
Holland Capital Management LLC Chicago IL US 2256.9 
Holland Duell Financial Strategies Sheridan WY US 0.0 
Holland Financial Services LLC Wauwatosa WI US 0.5 
Holland Financial Services, Inc. Athens GA US 12.6 
Holland/Ringgenberg Wealth Strategies San Francisco CA US 0.0 
Hollander Capital Management, Inc. 29.0 
Hollen Financial Planning, Ltd. Reno NV US 56.8 
Hollencrest Securities, LLC Newport Beach CA US 1230.0 
Hollingsworth Avent Averre & Purvis, PA Raleigh NC US 27.0 
Hollis Capital Management, LLC San Francisco CA US 45.1 
Hollo & Associates, Inc. Kirkland WA US 35.6 
Hollow Brook Associates LLC New York NY US 0.0 
Holloway Investment Advisors, Inc. Portland OR US 28.5 
Holloway Wealth Management, LLC Gainesville FL US 110.0 
Holly G. Webb 5.1 
Holly P. Thomas, LLC Tampa FL US 0.0 
Holm & Cawley Financial Group LLC Las Vegas NV US 9.6 
Holm Investment Advisors 25.9 
Holman Investments and Planning, LLC Salt Lake City UT US 53.8 
Holmdel Advisors, LLC Hazlet NJ US 0.0 
Holmes & Turner Financial Services, Inc. Denver CO US 60.7 
Holmes Financial Group, Inc. Woodland Park CO US 0.0 
Holmes Investment Management, Inc. West Bridgewater MA US 21.0 
Holmes Murphy and Associates, Inc. West Des Moines IA US 0.0 
Holos Asset Management Chicago IL US 13.7 
Holowesko Partners Ltd. Nassau BA 2739.4 
Holt & Shapard Capital Management, L.L.C. St. Louis MO US 48.1 
Holt Capital Partners, L.P. Fort Worth TX US 47.1 
Holt Investment Advisors Manhattan Beach CA US 7.8 
Holt Portfolio Services 6.9 
Holt-Smith Advisors Madison WI US 338.0 
Holte Capital Ltd London UK 230.0 
Holter, William Latimer 15.0 
Holzer & Company, Inc. Westwood NJ US 66.5 
Holzworth Associates 0.0 
Home Team Asset Management, LLC 0.0 
Homefield Capital, L.P. New York NY US 277.1 
Homestretch Financial Advisors, LLC Miami FL US 0.0 
Hometown America Incorporated Sugar Land TX US 0.0 
Hometown Financial Planning and Asset Management 11.2 
Homewood Capital Management, Inc. Danville CA US 67.4 
Homrich Berg Atlanta GA US 0.0 
Honeycutt Financial Services, LLC Chesapeake VA US 0.0 
Honeywell Capital Management LLC Morristown NJ US 6436.5 
Hong Tran Financial Services 4.4 
Honigstock Group, LLC Syosset NY US 81.6 
Honkamp Krueger Financial Services Inc Dubuque IA US 1009.8 
Honor Bound Advisors, LLC Fox Lake IL US 0.0 
Honor Investment Group, LLC Melbourne FL US 0.0 
Honorvise Investments, LLC Atlanta GA US 4.1 
Honu Wealth Management Los Altos CA US 36.9 
Honua Investment Management, Inc. Honolulu HI US 31.0 
Hood & Selander Financial Services, LLC Mt. Pleasant SC US 0.0 
Hooker & Holcombe Investment Advisors, Inc. West Hartford CT US 187.3 
Hoosier Financial Inc. 1.5 
Hoover Capital, L.L.C. 5.1 
Hoover Financial Advisors Indianapolis IN US 39.0 
Hoover Financial Advisors, P.C. Malvern PA US 230.8 
Hoover Investment Management Co., LLC San Francisco CA US 1208.9 
Hopeman Ventures, LLC Pittsburgh PA US 0.0 
Hopfensperger Portfolio Management, LLC Mequon WI US 1.2 
Hopkins Financial Advisors, LLC Hopkins MN US 55.2 
Hopkins Investment Management, LLC. Annapolis MD US 102.0 
Hopkins Wealth Management Group Anaheim Hills CA US 0.0 
Hoplon Financial Group Irvine CA US 0.0 
Hopp Investment Advisors, Inc. Elgin IL US 0.0 
Hoppe & Orendorff, S.C. Kenosha WI US 0.0 
Hopwood Financial Services, Inc. Great Falls VA US 180.7 
Horace Mann Investors Inc Springfield IL US 0.0 
Horan Capital Advisors, LLC Cincinnati OH US 61.6 
Horan Capital Management,LLC Hunt Valley MD US 342.0 
Horan Wealth Management Cincinnati OH US 42.6 
Hordis Financial Services 4.2 
Horiko Capital Management LLC New York NY US 37.1 
Horizon Advisers Gulfport MS US 1106.4 
Horizon Advisers LLC 11.6 
Horizon Advisors, LLC Houston TX US 157.7 
Horizon Asset Management LLC New York NY US 5580.5 
Horizon Asset Management, LLC Bellevue WA US 200.2 
Horizon Capital Hong Kong CN 155.0 
Horizon Capital Management Company Port Huron MI US 0.8 
Horizon Capital Management, Inc. 27.8 
Horizon Capital Management, Inc. 11.6 
Horizon Capital Management, LLC 0.0 
Horizon Capital Management,LLC Westminster CO US 0.0 
Horizon Capital Partners LLC Billings MT US 70.3 
Horizon Cash Management LLC Chicago IL US 2786.6 
Horizon Coast Financial and Investment Management Services, LLC 0.0 
Horizon Consulting & Investment Services, Inc. Des Moines IA US 43.5 
Horizon Financial Advisors, Inc. Monroeville PA US 24.0 
Horizon Financial Advisors, LLC Farmington CT US 12.0 
Horizon Financial Group LLC Greenbrae CA US 0.0 
Horizon Financial Group, Inc. Gladstone NJ US 47.0 
Horizon Financial Services LLC 0.6 
Horizon Financial Services, LLC Winston Salem NC US 0.0 
Horizon Global Advisers LLC Rye NY US 202.9 
Horizon Investment Services, LLC. Hammond IN US 148.1 
Horizon Investments LLC Charlotte NC US 3290.7 
Horizon Management 0.0 
Horizon Planning Inc. 43.4 
Horizon Point Wealth Management, LLC Livingston NJ US 28.9 
Horizon Technology Finance Farmington CT US 245.0 
Horizon Wealth Group, LLC. San Ramon CA US 0.0 
Horizon Wealth Management, LLC 11.4 
Horizon Wealth Management, LLC New Albany IN US 0.0 
Horizons Financial Group, Inc. Birmingham AL US 9.1 
Horizons Financial Planning Corporation Willingboro NJ US 1.4 
Horizons Financial Planning, Inc. 0.0 
Horizons Planning Corporation Ann Arbor MI US 5.4 
Horizons Wealth Management, Inc. Asheville NC US 15.1 
Horizons West Capital Partners, LLC Trumbull CT US 31.7 
Horn Capital Management LLC Chicago IL US 0.0 
Horn Eichenwald Investments Corp. Miami FL US 120.0 
Horn Investment Services, Inc. Vandalia OH US 10.1 
Horne Wealth Advisors, LLC Ridgeland MS US 17.5 
Hornor, Townsend & Kent, Inc. Horsham PA US 1117.8 
Hornquist Financial 3.0 
Horowitz & Co Inc Weston FL US 63.5 
Horrell Capital Management, Inc. Little Rock AR US 245.5 
Horsley Bridge Partners LLC San Francisco CA US 4491.8 
Horsley Bridge Partners, Inc. San Francisco CA US 175.0 
Horter Investment Management, LLC Cincinnati OH US 93.6 
Horton Financial Planning LLC 0.0 
Horton, Troy W. 8.0 
Horus Capital Management, LLC Longmont CO US 0.0 
Horwitz & Associates, Inc. Riverwoods IL US 102.5 
Hot Springs Asset Management, Inc. Hot Springs Village AR US 0.0 
Hotchkis and Wiley Capital Management, LLC Los Angeles CA US 18148.4 
Hotchkiss Associates LLC Chicago IL US 364.1 
Hottinger Capital Corp New York NY US 467.3 
Hottinger U.S. Inc. New York NY US 6.7 
Hotvet Financial Advisors 0.0 
Houben Planning Associates Inc. Brighton MA US 0.0 
Houck Financial Planning 0.0 
Houghton Capital Management Los Angeles CA US 0.0 
Houlihan Asset Management LLC Fort Wayne IN US 25.0 
Houlihan Financial Resource Group, Ltd. Reston VA US 139.5 
Houlihan Lokey Los Angeles CA US 28.1 
Hound Partners New York NY US 770.1 
Houqua Capital, LLC New York NY US 31.8 
Hourglass Capital Management Inc Dallas TX US 327.0 
Householder Group, Estate & Retirement Specialists Scottsdale AZ US 0.0 
Housen Financial Group, Inc. Manasquan NJ US 390.0 
Houser, Peggy Carter Sec # 801-33519 0.0 
Houseworth Financial Planning, LLC Raleigh NC US 0.0 
Houssels & Co. Las Vegas NV US 0.4 
Houssels Capital Management, LLC Las Vegas NV US 2.3 
Houston Asset Management, Inc. Houston TX US 0.0 
Houston Global Investors, LLC Houston TX US 18.4 
Houstoun Capital Management, Inc. Bethesda MD US 47.9 
Hovan Capital Management, LLC Belvedere CA US 2.9 
Hovde Capital Advisors LLC Washington DC US 359.6 
How TO Find A Good Financial Planner.com LLC Golden CO US 0.0 
Howard C. Hunt, Investment Advisor 0.0 
Howard Capital Management Los Angeles CA US 698.9 
Howard Capital Management, Inc. Roswell GA US 200.3 
Howard F. Bascom D.B.A. Bascom Capital 3.5 
Howard Financial & Wealth Management, Inc. Bakersfield CA US 0.0 
Howard Financial Consulting LLC 0.1 
Howard Financial Services, Ltd. Dallas TX US 0.0 
Howard Kramer, Cfp 0.0 
Howard Singer Associates, LLC Matawan NJ US 51.0 
Howard'S Knob Investments, LLC Winston Salem NC US 0.0 
Howarth Financial Services LLC 5.0 
Howe and Rusling, Inc. Rochester NY US 660.5 
Howe Barnes Capital Management, Inc. Chicago IL US 1218.2 
Howell Financial Advisors, Inc. Noblesville IN US 19.2 
Howell Financial Group Katy TX US 0.0 
Howell, Tuttle & Fulwilder LLC 0.0 
Howland and Associates, LLC 56.8 
Howland Capital Management, Inc. Boston MA US 922.2 
Howlett Financial & Tax Services, Inc San Jose CA US 0.0 
Hoxton Financial, Inc. Shepherdstown WV US 201.9 
Hoyem Wealth Management, LLC Waukegan IL US 161.6 
Hoyer Financial Services 0.0 
Hoylecohen, LLC San Diego CA US 429.4 
Hoyt & Roberson Financial Services, Inc. Sonora CA US 0.0 
Hoyt Henderson Investment Advisor 0.0 
Hpl&S Financial Services, Ltd. Elk Grove Village IL US 0.0 
HPM Advisors LLC New York NY US 0.0 
HPM Partners LLC New York NY US 754.3 
HR Benefit Advisors, Ltd. Rochester NY US 0.0 
HR Investment Consultants, Inc. Baltimore MD US 0.0 
HRC Consultants Houston TX US 0.0 
HRH Financial Lowell AR US 0.0 
HRH Investment Advisors, LLC Danbury CT US 0.0 
HRH Securities, LLC New York NY US 0.0 
Hriczo, Nathan J. Atlanta GA US 0.0 
HRJ Capital Woodside CA US 2075.1 
Hrycyk Financial, LLC Amarillo TX US 0.0 
HS Dent Advisors Inc 27.0 
HS Investments Everett WA US 81.1 
HS Management Partners, LLC New York NY US 0.0 
Hsbc Global Asset Management (France) Puteaux FR 72774.0 
Hsbc Global Asset Management (Hong Kong) Limited Hong Kong HK 48111.3 
Hsbc Global Asset Management (Singapore) Limited Singapore SG 0.0 
Hsbc Global Asset Management (Taiwan) Limited Taipei TA 3496.5 
Hsbc Global Asset Management (Uk) Limited London UK 111353.0 
Hsbc Global Asset Management (Usa) Inc. New York NY US 58676.1 
Hsbc Securities (Usa) Inc. New York NY US 1585.2 
HSL Financial Group Scottsdale AZ US 21.6 
HT Partners LLC Essex CT US 289.8 
HTG Investment Advisors Inc New Canaan CT US 0.0 
Htg, LLC 0.0 
Hubbard, Bert Karle, Weber, Inc. Erie PA US 0.0 
Hubbell Consulting, LLC Charlotte NC US 19.9 
Huber Capital Management LLC Los Angeles CA US 319.5 
Huber Financial Advisor Inc. Bloomington MN US 0.0 
Huber Financial Advisors, Inc. Buffalo Grove IL US 0.0 
Huber Joan Macmonnies 64.0 
Huber, Cardono, Moring & Richter, L.P. Houston TX US 42.5 
Huber, Weakland & Associates, Inc. Ellicott City MD US 44.5 
Huckin Financial Group, Inc. Houston TX US 19.6 
Hudson & Lee Wealth Management Birmingham AL US 0.0 
Hudson Advisor Services, Inc. Buffalo NY US 0.0 
Hudson Advisors LLC Dallas TX US 33340.5 
Hudson Americas LLC Dallas TX US 15388.7 
Hudson Canyon Investment Counselors LLC Jersey City NJ US 207.3 
Hudson Fairfax Group, LLC New York NY US 22.6 
Hudson Financial Advisors Inc Streetsboro OH US 0.0 
Hudson Heritage Capital Management, Inc. Croton-on-Hudson NY US 75.0 
Hudson Portfolio Management LLC Garrison NY US 81.0 
Hudson Technology Inc. 0.0 
Hudson Valley Investment Advisors, LLC Goshen NY US 299.6 
Hudson Valley Wealth Management, Inc Pearl River NY US 18.1 
Huebner, Paul Southern Pines NC US 0.0 
Huff W R CM LLC Morristown NJ US 0.0 
Huff, Stuart & Carlton Forest VA US 130.3 
Huffman Financial Services Inc Irvington NY US 29.0 
Hufford Financial Advisors, LLC Indianapolis IN US 330.0 
Hugh J. Dinwoodie Financial Services, Inc. 4.6 
Hugh Johnson Advisors LLC Albany NY US 925.9 
Hughes & Lee Wealth Management LLC 0.0 
Hughes C G Co LLC Bay Shore NY US 76.5 
Hughes Capital Management Inc Alexandria VA US 1005.6 
Hughes Capital Management, Inc. 5.2 
Hughes Financial Consultants LLC Bensalem PA US 0.0 
Hughes Investment Advisory Services L.L.C. 5.0 
Hughes Investment Management Hunter NY US 13.0 
Hughes Warren, Inc. Oklahoma City OK US 0.0 
Hugon Capital Management, L.P. Fort Worth TX US 8.0 
Hull Capital Management Tyler TX US 20.8 
Hull Capital Management LLC New York NY US 217.4 
Hulsey Capital Management, Inc. Heber Springs AR US 29.7 
Hulugalle Capital 0.0 
Human Financial Austin TX US 0.0 
Human Investing Lake Oswego OR US 250.0 
Hummel Wealth Management, LLC Berlin OH US 89.8 
Hummer Financial Advisory Services Inc 0.0 
Hummingbird Management, LLC New York NY US 41.0 
Humonica Asset Management, LLC Larchmont NY US 16.6 
Hundredfold Advisors, LLC Virginia Beach VA US 114.8 
Hungerpiller Capital Management Savannah GA US 71.5 
Hunt Advisors 0.9 
Hunt Advisors LLC Dallas TX US 0.0 
Hunter Advisor LLC Portsmouth NH US 0.0 
Hunter Associates, Inc. Pittsburgh PA US 544.3 
Hunter Capital Advisors, Inc. West Hartford CT US 0.1 
Hunter Capital Management Inc. 24.8 
Hunter Financial Advisors, Inc. Tarrytown NY US 0.0 
Hunter Financial Inc. Post Falls ID US 1.3 
Hunter Financial Services, Inc. Fair Lawn NJ US 0.0 
Hunter Global Investors New York NY US 984.3 
Hunter Michael Investment Advisors Inc Midlothian VA US 0.0 
Hunter Midwest, Inc. Merriam KS US 12.5 
Huntington Asset Advisors, Inc. Columbus OH US 3418.2 
Huntington Capital Management, Inc. Fullerton CA US 1.0 
Huntington Steele LLC Seattle WA US 0.0 
Huntington Wealth Planning Advisors Cincinnati OH US 0.0 
Huntleigh Advisors, Inc. St. Louis MO US 112.0 
Huntleigh Byrne Investment Advisors Inc St Louis MO US 54.8 
Huntleigh Capital Management Inc St Louis MO US 0.0 
Huntley Thatcher Ellsworth, Ltd. Colorado Springs CO US 0.0 
Huntsman Gay Global Capital, LLC Palo Alto CA US 1108.5 
Hurley Capital, LLC New York NY US 52.8 
Hurley Financial Group, Inc. Corvallis OR US 151.1 
Hurley Investment Counsel Ltd., Inc. Lancaster OH US 25.5 
Hurley Investments, LLC Lehi UT US 7.2 
Hurley Wealth Management Group, Inc Glendale CA US 20.0 
Huron Asset Management LLC Huron OH US 0.0 
Hurst & Degraffenried Wealth Management, LLC Bedford NH US 2.3 
Hurst Capital Management Albuquerque NM US 35.0 
Hurst Financial Advisors, PC Douglas GA US 3.3 
Hurst Financial Management, Inc. Muncie IN US 32.0 
Hurst Financial Services 0.0 
Hurt & Associates, LLC Abingdon VA US 3.6 
Hurt Financial Services Birmingham AL US 0.0 
Hurwitz Associates, Inc. Houston TX US 15.2 
Husami & Associates Santa FE Springs CA US 3.1 
Husic Capital Management San Francisco CA US 150.3 
Hussman Econometrics Advisors Inc Ellicott City MD US 8216.7 
Husson Financial Advisory Services, LLC Bedford NH US 0.0 
Huston Financial Management 0.0 
Hutchens Investment Management Inc Concord NH US 80.1 
Hutchins Allen and Company Kitty Hawk NC US 7.6 
Hutchinson & Ziegler Financial Advisors, Inc. San Rafael CA US 0.0 
Hutchinson & Ziegler Financial Advisors, Inc. San Rafael CA US 21.5 
Hutchinson Capital Management Larkspur CA US 476.9 
Hutchinson Capital Management, LLC Phoenix AZ US 0.0 
Hutchinson Financial, Inc. Little Rock AR US 121.2 
Hutchison Capital, LLC 2.4 
Hutchison Investment Advisors 0.0 
Huth Advisory Group, LLC Appleton WI US 0.4 
Hutner Capital Management Inc. Manchester VT US 69.0 
Huttenbach, Muriel Patterson 0.0 
Huttman Financial Advisors Narberth PA US 0.0 
Hutts Investment Advisors, LLC 0.0 
Huver & Associates, Inc. Exton PA US 0.0 
Huxley Capital Management, LLC New York NY US 575.6 
HV Capital Management, Inc. Goshen NY US 306.3 
HVB Capital Management Inc New York NY US 196.8 
HW Financial Advisors Cleveland OH US 0.0 
HWI Affiliates, Inc. Carlsbad CA US 0.0 
HWM Capital Management LLC 4.9 
HY Financial 0.0 
HYA Advisors, Inc Springfield MO US 136.7 
Hyams Investments, Inc. 0.0 
Hyatt Capital Management West Chester PA US 37.0 
Hybrid Capital Management, LLC 0.0 
Hybrid Investment Management, LLC Atlanta GA US 0.0 
Hybrid Quest Investments, Inc. 0.0 
Hybridtrading, LLC Portland OR US 25.0 
Hylant Financial Services, Ltd. Toledo OH US 0.0 
Hyline Wealth Solutions, LLC 13.0 
Hynes Advisory Group LLC St Louis MO US 1.1 
Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management San Diego CA US 67.0 
Hynes Himmelreich Glennon & Company, LLC Darien CT US 803.0 
Hynes Investment Advisers, Inc. 0.0 
Hyperion Wealth Management LLC Bowling Green OH US 27.6 
Hyrkas Financial Services Suffern NY US 0.0 
           
 
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

©2006- PEI Services Ltd. All Rights Reserved. Terms and Conditions