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) 
JM Egan Wealth Advisors, LLC Madison NJ US 109.0 
JM Lotshaw Consulting 6.0 
Jma Financial Advisors, Inc. Irving TX US 34.4 
Jmb Capital 1.2 
Jmb Financial Managers, Inc. Irvine CA US 0.0 
Jmc Capital Management, LLC Chicago IL US 0.2 
Jmc Wealth Management, Inc. Chicago IL US 0.0 
Jmg Advisor Research, LLC Oak Brook IL US 0.0 
Jmg Capital Advisors, LLC Aurora IA US 0.0 
Jmg Financial Group Ltd Oak Brook IL US 806.2 
Jmh Wealth Management, LLC Hanover NH US 32.9 
Jmi Financial Services, Inc Canal Fulton OH US 6.9 
Jml Portfolio Management AG Zug Switzerland 6304 CH 194.3 
Jmm Financial, LLC 4.3 
Jmn Financial, LLC Westlake Village CA US 0.0 
Jmr Capital Management Inc San Francisco CA US 15.0 
Jmr Financial Inc Washington DC US 0.0 
Jmw Asset Advisors, LLC Baltimore MD US 13.2 
Jna Advisors, LLC Boulder City NV US 0.0 
Jnba Financial Advisors Inc Bloomington MN US 226.6 
Jnf Advisors, Inc. Louisville KY US 255.0 
JO Hambro Capital Management Limited London UK 1989.0 
Jocelyn Investment Management, LLC San Rafael CA US 28.2 
Jochems Financial Services, Inc. Windsor CO US 0.7 
Jody M. Wingrove 6.0 
Jody Paviglionite, Cpa Ragistered Inv. Adviser Guilford CT US 9.0 
Joe Carter Beeville TX US 8.0 
Joe Feshbach Partners, LLC Palo Alto CA US 17.8 
Joe T. Lamb, Investment Advisor 12.6 
Joel D. Andrews, LLC Denver CO US 0.0 
Joel Isaacson & Co., Inc. New York NY US 1355.5 
Joel R Mellor & Associates LLC Bellevue WA US 18.5 
Joel R. Mogy Investment Counsel Inc. Beverly Hills CA US 596.9 
Joel Smith & Associates, LLC Atlanta GA US 0.0 
Joerger Financial Management, Inc. 11.0 
Johannsen & Associates, Inc. Santa Barbara CA US 13.8 
Johansen Group, Inc. West Hartford CT US 61.8 
John A. Poole-Financial Advisor Hermitage TN US 0.0 
John A. Steel Company, LLC New York NY US 0.0 
John A. Swinford, Inc. 5.1 
John A. Wolfe & Associates, Inc. Portage MI US 361.8 
John Alex Cheplick 11.7 
John Andrew Gaines Laguna Niguel CA US 0.0 
John B. Macdonald, Inc. Houston TX US 0.0 
John Berzellini Advisory Services 0.0 
John Bowen Investment Management Coronado CA US 43.1 
John Boyer, Inc. Tampa FL US 60.4 
John C. Farrell, Cfp(R), Chfc Delaware OH US 6.3 
John C. Gower, Cfp, EA St. Louis MO US 7.0 
John C. Plisky and Associates Brielle NJ US 5.3 
John C. Tumazos 0.0 
John D. Dovich & Associates, LLC Cincinnati OH US 129.7 
John Dessauer Investments, Inc. 54.3 
John E Doskoch, Cfp 0.0 
John E. Hansen Co., Inc. 3.7 
John E. Locke Financial Services,Inc. Sacramento CA US 0.0 
John E. Sestina and Company Columbus OH US 386.8 
John F. Dolansky Cpa PA Venice FL US 0.0 
John F. Mcgovern North Arlington NJ US 16.4 
John F. Morgan, Registered Investment Adviser San Diego CA US 0.0 
John F. White, Cpa Plano TX US 9.0 
John F.X. Manning Associates, Inc. 0.0 
John Fay Capital 0.0 
John G Berger Registered Investment Advisor 0.0 
John G. Baker, Cfp Chesterfield MO US 0.0 
John G. Gilooly, Cpa Saratoga Springs NY US 12.9 
John G. Ullman & Associates, Inc Corning NY US 606.0 
John Grabowski & Associates 13.0 
John H. Becker 0.0 
John H. Liles, Cfp 22.7 
John Hancock Advisers, LLC Boston MA US 17608.4 
John Hancock Investment Management Services, LLC Boston MA US 78690.2 
John Hancock Life Insurance Co Boston MA US 1646.2 
John Harvey/Cornerstone Exchange Services Orange CA US 0.0 
John Hewitt Investment Counsel Tacoma WA US 3.9 
John Hsu Capital Group, Inc. New York NY US 227.2 
John J. Loughlin, Investment Advisor 0.0 
John James Asset Management, LLC North Massapequa NY US 25.0 
John Johanning, Inc. Oklahoma City OK US 0.0 
John Joseph Girlando 0.0 
John L Peloquin 0.0 
John L. Gunn & Associates, LLC 21.2 
John L. Piɬ P.C. 0.0 
John Larrow Inc 0.0 
John Leary LLC 3.7 
John Lord Financial, Inc. Calhoun GA US 0.0 
John M Walsh & Associates Dba Walsh Financial Consultants Coral Springs FL US 1.0 
John M. Harvey Investment Advisors, Inc. Tyler TX US 3.0 
John M. Leonard, LLC Douglas MI US 0.0 
John M. Pentz, Cpa 11.0 
John Masters, Cpa, PC Atlanta GA US 1.9 
John Miller & Associates, Inc. Lemont IL US 23.3 
John Moore & Associates Inc Albuquerque NM US 125.9 
John Mullen, LLC 0.0 
John N. Carmody D.D.S. Cfp, Inc. 26.5 
John Navin Navidomskis IV 2.0 
John P. Dubots Capital Management, LLC Temecula CA US 0.9 
John P. Hannan Group, LLC Skaneateles NY US 2.5 
John P. Tapsak Financial Advisory Bloomington MN US 3.5 
John Patrick Financial, LLC Palm Beach Gardens FL US 20.0 
John Prichystal, Cpa Lawrenceville GA US 0.0 
John R. Carter Corporation Sherman Oaks CA US 22.5 
John R. Fiesta, LLC 25.3 
John Raymond Levins Dba Levins & Associates 0.0 
John Roy Becker 1.0 
John S. Herold Inc. Norwalk CT US 0.0 
John Schooler Jones LLC 14.0 
John Shao Portfolio Management, Inc. Plano TX US 44.0 
John T. Halm,Cfp Fremont OH US 0.0 
John T. Mccarthy, LLC Spokane WA US 0.0 
John Thomas Financial New York NY US 10.0 
John Thomas Wealth Management New York NY US 0.0 
John Trotta, Cpa 13.7 
John Turner Senior Advisors, LLC 0.0 
John Umino Financial Services, LLC 0.4 
John W Parker Investment Management Menlo Park CA US 181.8 
John W. Adonizio, Reg. Investment Advisor 7.8 
John W. Bristol & Co., Inc. New York NY US 5044.8 
John W. Brooker & Co., Cpas,PC Oakland CA US 156.2 
John Welch & Associates 7.4 
John Wessler & Associates Waco TX US 0.0 
John Winthrop & Company, Inc. Charleston SC US 88.2 
John Zarcaro, Inc. San Diego CA US 0.7 
Johns & Wilkinson LLC Austin TX US 26.7 
Johns,Kenneth David 0.0 
Johnsen Investment Advisory 0.0 
Johnson & Shute Investment Advisors, Inc. Bellevue WA US 56.7 
Johnson Capital Management Inc Fairfax VA US 28.3 
Johnson Capital Management, LLC 0.0 
Johnson Capital Mgmt Citrus Heights CA US 2.0 
Johnson Custom Strategies Inc Greenwich CT US 0.2 
Johnson Financial Advisors Phoenix AZ US 28.9 
Johnson Financial Group LLC 31.4 
Johnson Financial Services 0.0 
Johnson Illington Advisors LLC Albany NY US 747.9 
Johnson Investment Counsel, Inc. Cincinnati OH US 3939.4 
Johnson Investment Partners, LLC Charlotte NC US 2.5 
Johnson Marotta Palo Alto CA US 122.1 
Johnson Martin Advisors, Inc. 492.8 
Johnson Retirement Planning, Inc. Raleigh NC US 0.0 
Johnson Sterling, Inc. Birmingham AL US 835.5 
Johnson Strategic Investment Advisors, LLC Russellville AR US 5.1 
Johnson Wealth Management, LLC Grand Forks ND US 34.0 
Johnson, Bender & Company Houston TX US 189.7 
Johnson, Jason L. 6.0 
Johnson, Jeffrey Scott Arroyo Grande CA US 1.5 
Johnston & Associates Inc Denver CO US 33.0 
Johnston Asset Management Corp Stamford CT US 1040.4 
Johnston Capital Management, LLC 0.0 
Johnston Investment Advisory Services, LLC 0.8 
Johnston Investment Counsel, Ltd. Peoria IL US 12.0 
Johnston Lemon Asset Management Inc Washington DC US 217.6 
Johnston Reid & Mitchell Inc Portsmouth NH US 188.8 
Johnston Tate Wealth Advisory Group Sacramento CA US 0.0 
Johnston, Lemon & Co. Inc. Washington DC US 58.7 
Jolley Asset Management, LLC Rocky Mount NC US 94.7 
Jolliffe Capital, Inc. Scottsbluff NE US 38.3 
Jolly Capital Management Southlake TX US 0.0 
Jolly, David Allen 0.0 
Jon A Nixon Cpa PC 0.0 
Jon Bos Financial Advisor Abilene TX US 10.5 
Jon Eisen, Cfp 0.3 
Jon Little Investments and Insurance 0.0 
Jonas Brittain Glenn Inc. Spartanburg SC US 28.1 
Jonathan D. Pond, LLC Newton MA US 95.7 
Jonathan P.lundmark, Cpa,Cfp Tyler TX US 0.0 
Jonathan Roberts Advisory Group, Inc. Tampa FL US 146.7 
Jonathan Smith & Co. Greensboro NC US 25.2 
Jones & Associates 0.0 
Jones & Co Wealth Management, Inc Greenville SC US 0.0 
Jones & Company Reno NV US 90.0 
Jones & Maresca, LLC Largo MD US 0.0 
Jones Advisory Group LLC Sarasota FL US 18.4 
Jones Barclay Boston & Co. Denver CO US 143.0 
Jones Coggins & Co.; Inc. Wilmington NC US 15.0 
Jones Financial Advisors Torrance CA US 0.0 
Jones Financial Advisory Services Abilene TX US 0.1 
Jones Financial Consulting, LLC 0.0 
Jones Investment Services, LLC 0.0 
Jones Investments Anderson SC US 0.0 
Jones Strategic Financial Planning LLC 0.0 
Jones Tax & Investment Planning Services, Inc. Houston TX US 0.0 
Jones Villalta Asset Management, LLC Austin TX US 25.9 
Jones, Byrd, & Attkisson, Inc. Atlanta GA US 0.0 
Jones, David Herstle Mendocino CA US 15.0 
Jones, Jeffery E. Corona CA US 1.3 
Jones, Nathan Lindsay 0.0 
Jones,Jeffrey Kistler Central Ohio Investment Services Lancaster OH US 0.0 
Jongeward Financial Group, Inc. Ellensburg WA US 0.0 
Jordahl & Sliter Wealth Management Group, LLC Kalispell MT US 36.7 
Jordan Advisor Group Bellevue WA US 4.0 
Jordan Capital Management Inc. Tucson AZ US 2.4 
Jordan Financial Group, Inc. San Antonio TX US 0.0 
Jordan Financial Life Planning Kenosha WI US 16.1 
Jordan Financial Strategies 45.7 
Jordan Investment Management LLC Fort Collins CO US 0.0 
Jorge-Rivadeneira Capital Management, LLC Oak Brook IL US 5.1 
Jorgensen, James Aleck 0.0 
Joseph A. Barbetta 11.0 
Joseph Barry Co., LLC New Bedford MA US 427.7 
Joseph C. Kelly & Associates, Inc. 2.5 
Joseph C. Longo, Attorney AT Law 1.0 
Joseph C. Montz New Orleans LA US 3.0 
Joseph Capital Management, LLC Hernando FL US 69.3 
Joseph Grace Holdings, Inc. New York NY US 0.0 
Joseph Gunnar & Co., LLC New York NY US 0.0 
Joseph Hardy Mba Chfc, Ltd Tucson AZ US 0.0 
Joseph J. Labadia, Cfa 3.5 
Joseph J. Locke & Company, Ltd. Forest Park IL US 22.1 
Joseph Jekyll Advisers, LLC 0.1 
Joseph John Hasson JR 83.0 
Joseph L. Cannava Irvine CA US 0.0 
Joseph M. Carbone Financial Planning Trumansburg NY US 0.0 
Joseph Mangone Cpa 0.0 
Joseph P. Kirlin Iii & Associates 0.0 
Joseph VU & Company, Inc. Garden Grove CA US 1.4 
Josey Brett Wealth Management Inc Shreveport LA US 46.1 
Joshua David Mellberg, LLC Dba JD Mellberg Financial Tucson AZ US 25.7 
Joslin Financial Services, Inc. Niotaze KS US 0.0 
Jost Financial Management Corp. Green Brook NJ US 4.0 
Jotkoff Financial Services, Inc. Pembroke Pines FL US 18.0 
Journey Financial Advisors, Inc. 0.7 
Journey Financial Group, Inc. Buffalo Grove IL US 0.0 
Journey Financial Planners, LLC Concord MA US 0.5 
Journey Investments, LLC 0.1 
Jovan, Ltd. Ashland OH US 0.0 
Joyce & Associates 0.9 
Joyce Financial Management 0.0 
Joycepayne Partners Richmond VA US 275.9 
JP Harper Investments Alton IL US 8.2 
JP Oconnell Financial, LLC 4.1 
JP Wealth Management, Inc. Mt. Pleasant SC US 153.2 
Jpc Financial Advisers LLC Grass Valley CA US 0.0 
Jpd Capital Management, Inc. Greenbrae CA US 4.5 
Jph Advisory Group, Inc. Atlanta GA US 46.6 
Jpl Asset Management and Planning, LLC Wilmington DE US 8.5 
Jpl Financial Services, Incorporated Houston TX US 0.0 
Jpm Financial Advisors Inc 0.0 
Jpmorgan Alternative Asset Management New York NY US 7781.9 
Jpmorgan Capital Management Chicago IL US 680.0 
Jpmorgan Partners New York NY US 1654.1 
Jpmorgan Solutions LLC New York NY US 0.0 
Jpr Capital Corporation Syosset NY US 0.0 
Jpr Financial Services Santa Barbara CA US 0.0 
Jps Global Investments, LLC 1.3 
JR Blackman, L.C. 0.1 
JR Financial Planning 0.0 
JR Mesenburg and Associates Columbus OH US 52.9 
JR Snell Capital Management, LLC 7.6 
Jra Financial Advisors, Inc. Maple Grove MN US 0.0 
Jrf Asset Advisors, LLC. Garden City NY US 38.6 
Jrh Financial Strategies 0.4 
Jrj Management, L.L.C. Scottsdale AZ US 83.7 
Jrkaplan, Inc. Falls Church VA US 0.1 
Jrl Capital Advisors LLC Newport Beach CA US 56.2 
Jrm Capital Management Inc. 0.0 
Jrm Financial Corporation 1.0 
Jrm Investment Counsel. 99.5 
Jrp Capital Corp Dublin OH US 32.0 
Jrpg, LLC Littleton CO US 0.0 
Jrs Investments Incorporated Nashville TN US 10.9 
JS Asset Management, LLC West Conshohocken PA US 151.9 
JS Financial Capital Management Oak Brook IL US 4.0 
JS/FM Software, Inc. Sussex NJ US 0.0 
Jsd Financial Design Scottsdale AZ US 30.0 
Jsf Financial, LLC Los Angeles CA US 0.0 
Jsi Capital Advisors, LLC Manchester NH US 0.0 
Jsi, LLC Sherman Oaks CA US 0.0 
Jsk Associates Inc. White Plains NY US 29.0 
Jsw Financial Planning 0.4 
JT Financial Advisers, LLC Pekin IL US 2.5 
Jtd Financial Services, LLC Manchester NH US 6.5 
Juanita H. Ellett, Sole Proprietorship 3.0 
Jubilee Investor Services 0.2 
Judge Brian Joseph 1.9 
Judicial Capital 0.0 
Judith D Nixon, Inc. 1.0 
Judy Mckenna, Financial Services, LLC Fort Collins CO US 0.0 
Judy Shonborn, Cpa, Cfp 0.0 
Juetten Personal Financial Planning, LLC 0.0 
Julien Financial Hackensack NJ US 12.8 
Julius Arthur Seibert & Company, LLC Cincinnati OH US 41.4 
Juncture Financial Group, LLC Flower Mound TX US 0.3 
Jundt Associates Inc Minnetonka MN US 125.0 
Jung Financial Planning,Ltd. Granville OH US 6.0 
Juniper Green Asset Management, LLC 0.0 
Juno Management, LLC 0.7 
Juno Mother Earth Asset Management, LLC New York NY US 56.6 
Jupiter Capital Management 2.1 
Juran, Dan 20.6 
Jurika, Mills & Keifer, LLC Oakland CA US 19.5 
Juris Investment Advisors, Inc. 4.3 
Jurkiewicz, Christopher New York NY US 6.7 
Just Financial Planning, Inc. Salem VA US 18.0 
Just Plans, Etc Walnut Creek CA US 51.5 
Justice Financial Advising, Inc. Bisbee CA US 4.0 
Justin C. Tolton Los Angeles CA US 10.4 
Justin Puppo Financial, Inc. 1.6 
Jutland Capital Management Ltd Vancouver CA 4.0 
JV Investment Advisors Toronto, Ontario CA 0.0 
Jvl Advisors, L.L.C. Houston TX US 49.7 
Jvl Associates, LLC Wyoming MI US 63.5 
JW Financial Advisors, LLC 2.6 
JW Financial Services Redondo Beach CA US 0.0 
JW Thompson Investments LLC Providence RI US 10.7 
Jwa Financial Group, Inc. Dallas TX US 263.4 
Jwkodak Capital Management LLC Austin TX US 25.2 
Jwm Partners, LLC Greenwich CT US 537.2 
Jwt Investment & Tax Consultants Sagamore Beach MA US 6.1 
Jyske Global Asset Management Copenhagen DK 161.4 
           
 
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