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) 
K & M Associates, LLC Ballston Spa NY US 10.8 
K C Capital Management, LLC Tiburon CA US 2.5 
K F Greenberg, Inc. 0.8 
K L C Dorking, Investment Advisor Walnut Creek CA US 14.0 
K P Smith Asset Management Omaha NE US 43.9 
K R Financial LLC 243.4 
K T Investors, LLC Rochester MN US 1.7 
K&Z Partners, LLC New York NY US 0.0 
K-Financial, LLC Bethesda MD US 0.0 
K-M Capital, Inc. Melville NY US 0.1 
K-One Investment Company, Inc Fort Smith AR US 0.0 
K. D. Clewley Capital Management 5.8 
K. Edward Advisory Co. Mechanicsburg PA US 0.0 
K.A. Radigan, LLC 45.7 
K.J. Donnelly & Co., Inc. 0.0 
K.K. Jermyn Capital Tokyo JP 85.4 
K.L. Baird Asset Management Bothell WA US 7.5 
K.M. Moore & Co., LLC Baltimore MD US 0.5 
K.W. Brown & Company Delray Beach FL US 2.6 
K/A/P Planning Advisory 9.0 
K183 Enterprises LLC EL Cerrito CA US 0.9 
K2 Advisors, L.L.C. Stamford CT US 1642.7 
K2/D&s Management Co., L.L.C. Stamford CT US 5914.5 
K4 Capital Management LLC 3.0 
K6 Capital Management, LLC San Marcos CA US 0.3 
KA Fund Advisors, LLC Houston TX US 1698.8 
Kabarec Financial Advisors Ltd Palatine IL US 113.6 
Kachkovsky & Fisher, Inc. Phoenix AZ US 22.0 
Kademian Financial Group Inc Milwaukee WI US 42.6 
Kades Financial Inc Lafayette Hill PA US 100.6 
Kadisak Financial Services, Inc. Naperville IL US 21.5 
Kahala Financial Advisors, LLC Honolulu HI US 46.4 
Kahler Financial Group Rapid City SD US 88.9 
Kahn Brothers & Co. Inc. New York NY US 826.7 
Kahn Brothers Advisors LLC New York NY US 501.7 
Kahn Brothers Asset Management Corp New York NY US 14.6 
Kahn Financial Advisors LLC Columbus OH US 20.0 
Kahn Financial Group Clearwater FL US 45.7 
Kahn Financial Planning Los Angeles CA US 0.0 
Kahn,Berman,Solomon,Taibel,& Mogol,PA Timonium MD US 0.0 
Kai Advisors 0.0 
Kailas Capital, L.L.C. Stamford CT US 173.0 
Kairos Asset Management, LLC Atlanta GA US 7.0 
Kairos Capital Advisors, LLC Strafford PA US 22.0 
Kairos Financial Corporation Red Bank NJ US 1.6 
Kairos LLC 1.9 
Kaiser Capital Management 3.4 
Kaiser Wealth Management Cheyenne WY US 30.0 
Kaiser Wealth Management LLC 2.0 
Kaiser, Kent H. 59.0 
Kaizen Investments Henderson NV US 12.2 
Kaizen Managed Assets, Inc. 40.6 
Kaizen Management, LP Houston TX US 46.9 
Kaizen Wealth Advisors, LLC Omaha NE US 6.0 
Kaizen Wealth Management, LLC Charleston SC US 9.2 
Kaizerman + Associates Natick MA US 14.0 
Kakis Financial Services Inc. Des Plaines IL US 6.3 
Kaleel Investment Advisors, LLC Boston MA US 51.9 
Kalman Kushnir Capital Inc. Northbrook IL US 22.0 
Kalmar Investment Advisers Wilmington DE US 1706.8 
Kalmar Investments Inc Wilmington DE US 768.1 
Kalos Management Alpharetta GA US 51.2 
Kalson & Associates Washington Crossing PA US 0.0 
Kam Awrabi Capital Investment Company 0.0 
Kamakura Capital, LLC 0.0 
Kamel Corporation Houston TX US 0.0 
Kamin Wealth Management 0.0 
Kaminsky and Associates, Inc. Maumee OH US 0.0 
Kamke Investment Strategies Inc. West Nyack NY US 26.3 
Kamlot Investments, LLC 0.0 
Kamunting Street Capital Management, L.P. New York NY US 854.0 
Kanasa Capital Management, LLC Naperville IL US 11.0 
Kanawha Asset Management Charleston WV US 134.1 
Kane Capital Management, LLC 29.5 
Kane Company, P.C. Johnston IA US 0.0 
Kane Financial Advisors, LLC Miami FL US 0.0 
Kane Financial Services Los Gatos CA US 22.8 
Kaner Financial 1.5 
Kanon Bloch Carre Braintree MA US 50.0 
Kanos Capital Management, LLC 18.2 
Kapax Investment Advisers, LLC Coral Gables FL US 2.0 
Kaplan Financial Advisors LLC 10.0 
Kapur, Kanwal K 2.7 
Kapusta Financial Group Pittsburgh PA US 55.4 
Karafilis Investments Corporation 13.6 
Karagosian Financial Services, Inc Englewood Cliffs NJ US 10.3 
Karara Capital Limited Melbourne AU 2059.9 
Karber Financial, LLC Fairview OK US 3.0 
Kardia, Inc. Mooresville IN US 0.0 
Karel Capital, Inc. Burlingame CA US 66.3 
Karel Gordon Investment Associates Inc Northbrook IL US 97.4 
Karen A. Meredith, Cpa Irving TX US 9.1 
Karen Ann Smith, Cpa 0.0 
Karen Jane Baker 0.0 
Karen Kidwell Storey, Cfp Linthicum MD US 0.0 
Karetnick Capital Management, Inc. 1.4 
Karger Partners, LLC Boston MA US 0.0 
Karl Wilhelm Blovet D/B/A Karl W. Blovet & Associates Chicago IL US 0.0 
Karma Capital Management, L.L.C. 32.8 
Karmikel Investments 4.5 
Karmire Financial Group Shelbyville IN US 5.9 
Karn, Couzens & Associates, Inc. Farmington CT US 150.3 
Karp & Associates 2.9 
Karp Capital Management Corporation 64.0 
Karp Financial Advisors Inc St. Paul MN US 30.2 
Karpas Strategies LLC New York NY US 137.6 
Karpus Investment Management Pittsford NY US 1544.8 
Karr Barth Financial Planning, Inc. Bala Cynwyd PA US 0.0 
Karsch Capital Management, LP New York NY US 2743.7 
Karstens Investment Counsel, Inc. Omaha NE US 306.8 
Kas Investment Consultants 17.4 
Kasanow & Associates Wealth Management Honolulu HI US 63.4 
Kasen Investment Services, Inc. 0.0 
Kasper, Alexander L. 5.4 
Kaspick & Company, LLC Redwood Shores CA US 3305.4 
Kassirer Asset Management Corporation Toronto CA 116.9 
Katalgar Capital Management, LLC 0.0 
Katherine Hannah, Cpa, Cfp 5.4 
Katherine Lewis Bedinger 8.1 
Kathleen Day & Associates, Inc. Miami FL US 254.4 
Kathleen Lenover, Inc. Denver CO US 25.0 
Kathryn K. Lund, Cpa 0.0 
Kathwood Advisors LLC 15.0 
Katikineni Ashok Kumar, Sole Proprietor 11.4 
Katir, Easan 8.0 
Katto Financial LLC 0.0 
Katz Capital Management 10.0 
Katz Family Financial Advisors, LLC Bethesda MD US 41.0 
Katz, Jonathan A. Great Neck NY US 11.8 
Kauffman & Drebing Philadelphia PA US 0.0 
Kauffman + Company, AN Accountancy Corporation 0.0 
Kauffman Wealth Services, Inc. Pasadena CA US 0.0 
Kaufman + Bernstein, Inc. Los Angeles CA US 561.7 
Kaufman Advisory Services, Inc. Reading PA US 7.0 
Kaufman Kampe Advisors Mercer Island WA US 3.9 
Kawg & F Timonium MD US 0.0 
Kay Edgar Cpa/Cfp, Pllc Durham NC US 0.0 
Kay Investments, Inc. 40.4 
Kay Quinn Financial, LLC Nashville TN US 42.0 
Kaye Capital Management Los Angeles CA US 101.3 
Kayne Anderson Capital Advisors LP Los Angeles CA US 4260.9 
Kayne Anderson Rudnick Investment Management, LLC Los Angeles CA US 3445.3 
Kays Financial Advisory Corp Atlanta GA US 121.4 
Kazimir Partners Limited George Town KY 286.8 
KB & Partners Management Co LLC New York NY US 50.7 
KB Financial Advisors, Inc. 12.0 
KB Financial Advisory San Francisco CA US 24.5 
KB Financial LLC 15.0 
KB Financial Partners, LLC Princeton NJ US 16.6 
KB Investment Advisors, LLC St. Louis MO US 75.7 
KB Investments San Francisco CA US 1.3 
KB Opportunity Investors Newport Beach CA US 76.1 
Kbc Alternative Investment Management Ltd. London UK 1977.2 
Kbc Asset Management International Ltd. Dublin 2 IE 590.1 
Kbl Investment Management 14.0 
Kboc, LLC Metairie LA US 51.8 
Kbs Management LLC 14.4 
Kbs Realty Advisors, LLC Newport Beach CA US 5789.6 
Kbsh Capital Management Inc. Toronto CA 4900.0 
Kbw Asset Management, Inc. New York NY US 102.4 
KC Investment Advisors, LLC Wichita KS US 56.2 
KC Wealth Advisory, Inc. Tampa FL US 0.0 
Kcd Financial, Inc. Depere WI US 18.2 
Kcm Capital Management, Inc. San Bernardino CA US 0.0 
Kcm Investment Advisors San Rafael CA US 2224.0 
Kco Investments, Inc. San Francisco CA US 39.7 
Kcpag Financial Advisors LLC Robinson IL US 210.1 
Kcr Investments Inc 0.0 
Kcs Advisors, LLC 23.3 
Kdb Asset Management, LLC New York NY US 9.5 
Kdb Capital Management 31.7 
Kdc Investment Management, LP New York NY MA 42.3 
Kdc Merger Arbitrage Fund, LP New York NY US 137.1 
Kdhh Investments LLC West Bend WI US 2.0 
Kdi Financial Planning LLC 0.0 
Kdp Asset Management Inc Montpelier VT US 211.2 
Kdp Investment Advisors,Inc. Montpelier VT US 0.0 
Kdv Wealth Management LLC Brooklyn Park MN US 44.8 
Kdwallstreet Investment Advisors Topeka KS US 2.5 
Kearney-Burch Financial Services, Inc. San Ramon CA US 21.7 
Keating Financial Advisory Services, Inc Manhattan KS US 0.0 
Keating Investment Counselors Inc Delray Beach FL US 198.9 
Keating Investment Management, LLC Boynton Beach FL US 26.8 
Keating Investments, LLC Greenwood Village CO US 5.0 
Keatley Wealth Management, LLC 12.0 
Keats Connelly and Associates Inc. Phoenix AZ US 198.0 
Keb Asset Management, LLC Springfield IL US 130.0 
Kecalp Inc. New York NY US 14.8 
Keeble & Pyke Financial Advisors, Inc. Stockbridge GA US 46.8 
Keefe Managers, LLC New York NY US 120.0 
Keel Asset Management LLC Chicago IL US 14.1 
Keel Asset Management, LLC 4.5 
Keel Financial Services 0.0 
Keel Point Advisors, LLC Vienna VA US 542.8 
Keeler Thomas Inc Orem UT US 59.5 
Keeley Asset Management Corp Chicago IL US 6078.8 
Keenan Investment Management, Inc. New York NY US 0.0 
Keene & Associates, Inc. Fort Worth TX US 254.5 
Keener Investments 36.4 
Keepsake Management Inc. 9.6 
Keffer Financial Planning Wheaton IL US 0.0 
Kehl Asset Management Valencia CA US 0.4 
Keidan Financial Consultants LLC Columbus OH US 112.2 
Keim & Associates, Inc 6.5 
Keith Kelvin Anderson 42.0 
Keith Ludwig LLC Tecumseh MI US 0.0 
Keitz Investment Management Ltd. Jenkintown PA US 23.5 
Kej Financial Advisors 0.0 
Kellam Financial Planning, Inc. 18.4 
Kelleher Investments 0.0 
Keller Financial Group Carlisle PA US 3.5 
Keller Investment Management Inc 40.4 
Keller Partners, LLC 0.0 
Kelley Capital Management 1.0 
Kelley Financial Services Corporation Medfield MA US 0.0 
Kelley Investments 52.0 
Kelley Jane Carol 0.0 
Kelling Investment Advisors Berkeley CA US 45.1 
Kellner Capital Management, Inc. Philadelphia PA US 26.1 
Kellogg Wealth Advisors, Inc. 0.0 
Kelly & Associates, LLC 4.6 
Kelly and Associates Austin TX US 1.8 
Kelly Capital Management, LLC Chadds Ford PA US 37.8 
Kelly Financial Group Wethersfield CT US 77.1 
Kelly Financial Services Braintree MA US 9.5 
Kelly Investment Advisory, Inc 2.0 
Kelly Jones Investment Services, Inc. 10.8 
Kelman Lazarov Inc Memphis TN US 109.5 
Kelmar Capital Management, LLC Pasadena CA US 13.0 
Kelmoore Investment Co Inc Palo Alto CA US 134.7 
Kelp Capital LLC Seattle WA US 8.1 
Kelsey Financial Thousand Oaks CA US 0.0 
Kelsey Jr., Robert P 13.8 
Kemp Financial Management, LLC Fullerton CA US 72.8 
Kempen Capital Management (Uk) Limited Edinburgh SC 1085.4 
Kempen Capital Management N.V. Amsterdam NL 12985.2 
Kempf & Company Redmond WA US 7.5 
Kemple Capital, LLC Dallas TX US 5.5 
Kempner Capital Management, Inc. Galveston TX US 366.8 
Kempthorne Analytics, Inc 1.1 
Ken Edelman 0.0 
Ken Roberts Investment Management, Inc. Spokane WA US 271.6 
Ken Rubin 0.3 
Ken S Greenly Pllc Salem NH US 0.0 
Ken Stern & Associates Inc San Diego CA US 156.1 
Kendall Asset Management 0.1 
Kendall Capital Management Sandy Spring MD US 37.4 
Kende Investments LLC 0.0 
Kendrick Group, Inc. Austin TX US 0.0 
Kendrick, Donald Edward 5.0 
Kendzierski Associates LLC Long Beach CA US 0.4 
Kendzior Financial Group, Inc. 0.0 
Kenfield Capital Strategies Los Angeles CA US 43.7 
Kenilworth Asset Management, LLC Kenilworth IL US 20.0 
Kenilworth Capital Partners LLC 0.0 
Kenjol Capital Management Austin TX US 47.5 
Kenmar Global Investment Management LLC Rye Brook NY US 1049.9 
Kenmar Investment Adviser LLC Rye Brook NY US 1032.7 
Kenmont Investments Management, L.P. Houston TX US 261.2 
Kennedy Associates Real Estate Counsel, LP Seattle WA US 9637.5 
Kennedy Capital Management St Louis MO US 2533.8 
Kennedy Capital Management 0.7 
Kennedy Financial Advisors 14.7 
Kennedy Investments 2.0 
Kennedy Wealth Management Knoxville TN US 1.8 
Kennedy Wealth Management Group Ltd. 3.0 
Kennedy, John B. 6.4 
Kenneth A. Dery & Associates Willoughby OH US 12.3 
Kenneth Alan Mckean, LLC 0.0 
Kenneth Allan Seligson 0.0 
Kenneth E Charlton Irvine CA US 12.0 
Kenneth E. Boone Advisory Services Oakdale CA US 33.9 
Kenneth Frenke & Co Arden NC US 73.8 
Kenneth Friedmann 12.8 
Kenneth H. Scribner, LLC Trumbull CT US 0.0 
Kenneth J. Ruder Investment Advisor Centennial CO US 8.6 
Kenneth Jarvis, LLC Sarasota FL US 0.0 
Kenneth Jospeh Gerbino & Company Beverly Hills CA US 3.1 
Kenneth P. Alevras, Cpa.inc. West Orange NJ US 0.0 
Kenneth R. Symons, Tax and Investment Management 9.1 
Kenneth R. Taylor & Associates 2.5 
Kenneth R. Ziegler 11.7 
Kenneth Shavelson Investment Advisors, LLC 15.0 
Kenney & Taylor, Cpas, PA Stuart FL US 3.0 
Kenney Investments Inc Northfield IL US 70.2 
Kennicott Capital Management LLC 1.7 
Kenny Amon, Cpa 0.0 
Kensington Ami, LLC Studio City CA US 27.0 
Kensington Capital Management, Ltd. 13.4 
Kensington Financial 50.0 
Kensington Financial Group, Corporation Winston-Salem NC US 26.3 
Kensington Investment Counsel Long Beach CA US 30.5 
Kensington Investment Group Inc Orinda CA US 709.4 
Kensington Management Co Farmington CT US 19.1 
Kensington Realty Advisors Inc Chicago IL US 0.0 
Kensington Securities, LLC Scotts Valley CA US 15.0 
Kent & Associates 10.7 
Kent Sander Money Management San Antonio TX US 0.2 
Kenwood Capital Management LLC Minneapolis MN US 373.3 
Kenwood Group Inc Chicago IL US 173.0 
Kenworthy Capital Mgmt. 3.0 
Keppler Asset Management Inc. New York NY US 1602.1 
Kerkering Barberio Financial Services, Inc. Sarasota FL US 0.0 
Kern Asset Management Inc 0.0 
Kern Asset Management LLC Irvine CA US 2.4 
Kern Capital Management LLC New York NY US 55.9 
Kerns Capital Management, Inc. Houston TX US 118.4 
Kerntke Otto Mcglone Wealth Management Group Appleton WI US 77.6 
Kerry J. Stevens, Cpa Madison WI US 0.0 
Kershner, Grosso & Co. Saratoga Spring NY US 94.4 
Kerwin Asset Management, LLC 3.7 
Kerwin-Beley & Associates, Inc. Seattle WA US 59.7 
Kessef Capital Management, LLC San Francisco CA US 1.3 
Kessler & Associates, P.C. Farmington Hills MI US 0.0 
Kessler Financial Services San Jose CA US 0.0 
Kessler Investment Advisors Inc Denver CO US 132.8 
Kestrel Investment Management Corp San Mateo CA US 488.7 
Kettering Financial, Ltd. Roanoke VA US 29.3 
Kettle Creek Investment Partners, LP Westport CT US 12.8 
Kettler Financial Services Flint MI US 30.7 
Kevian Capital Management LLC San Francisco CA US 208.5 
Kevin Adams & Associates, Pllc Livonia MI US 0.0 
Kevin Bay Investments, LLC Pewaukee WI US 111.2 
Kevin Clariday Investment Advisor 33.0 
Kevin D. Kellar 2.5 
Kevin Dann & Partners, LLC New York NY US 0.0 
Kevin G. Conlon, Cpa, PC Rochester NY US 0.0 
Kevin Gustafson Financial Appleton WI US 3.0 
Kevin Hebson & Company Chicago IL US 0.0 
Kevin Kennedy, LLC Alameda CA US 0.0 
Kevin Lynn Brooks Wichita Falls TX US 0.0 
Kevin M Nichols San Luis Obispo CA US 0.0 
Kevin Paul Kelly and Associates Traverse City MI US 0.0 
Kevin Pritchett & Associates Retirement Planning, Inc. Westchester IL US 0.0 
Kevin V. Lagorio Stockton CA US 4.2 
Kevin W. Truex & Associates Plainsboro NJ US 0.0 
Key Bridge Capital 0.0 
Key Capital Advisors, Inc. Key Biscayne FL US 44.0 
Key Concerns Inc Trenton MI US 0.0 
Key Financial Concepts, Inc. Vernon CT US 10.2 
Key Financial Group of Jacksonville, Inc. Jacksonville FL US 59.0 
Key Financial Planning Services P.L.C. 0.0 
Key Financial Solutions LLC Livingston NJ US 5.0 
Key Financial Strategies Fountain Valley CA US 0.0 
Key Financial, Inc. West Chester PA US 143.4 
Key Group Management, Inc. Scottsdale AZ US 12.0 
Key Investment Advisory, LLC Winter Park FL US 0.0 
Key Investment Group, Inc. Austin TX US 12.2 
Key Investment Services LLC Brooklyn OH US 48.4 
Key Investment Team Encino CA US 35.7 
Key Market Research, LLC Louisville KY US 0.0 
Keyes Capital Management LP Dallas TX US 2.0 
Keyhaven Capital Partners Limited London UK 699.9 
Keylevels.com; Nojin.com Coffs Harbour, Nsw AU 0.0 
Keynote Financial Services, LLC Vernon CT US 9.3 
Keystone Asset Advisors, L.P. Oaks PA US 0.0 
Keystone Asset Management, Inc. Mclean VA US 105.0 
Keystone Capital Corporation San Diego CA US 0.0 
Keystone Capital Management Boulder CO US 3.0 
Keystone Capital Management, Inc. 0.0 
Keystone Financial Consultants, Inc. Atlanta GA US 4.8 
Keystone Financial Group, Inc. Atlanta GA US 30.5 
Keystone Financial Planning Macungie PA US 31.4 
Keystone Financial Planning Inc Middleburg Heights OH US 94.3 
Keystone Investment Advisors, LLC. Burlington WI US 1.6 
Keystone Mutual Financial Services Houston TX US 0.0 
Keystone National Group LLC San Ramon CA US 115.7 
Keystone Wealth Management, Inc. 0.0 
Keystone Wealth Management, LLC San Antonio TX US 0.2 
Kfg Wealth Management, LLC Granger IN US 34.4 
Kfq Investment Advisors LLC San Francisco CA US 5074.0 
           
 
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

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