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) 
Moab Capital Partners, Llc New York NY US 473.0 
Mobius Venture Capital, Inc. Boulder CO US 0.0 
Mobjack Investments 1.5 
Modera Wealth Management, Llc Boston MA US 982.2 
Modern Asset Management Llc Columbus NE US 8.4 
Modern Asset Management Llc New York NY US 91.7 
Modern Capital Associates, Inc. 7.5 
Modern Portfolio Consultants, Llc 290.0 
Modern Wealth Concepts Llc 0.0 
Modica Financial & Tax Services Atascadero CA US 2.1 
Modiri Asset Management Laguna Hills CA US 3.4 
Modular Financial Solutions, Inc. 0.0 
Moe Investment Management, Llc Spokane WA US 2.1 
Moelis Capital Partners Llc New York NY US 766.9 
Moeller Financial Advisors Plain City OH US 0.0 
Moga Advisory Services, Inc. Franklin 0.0 
Mogul Wealth Management, Inc. Manhattan Beach CA US 26.4 
Mohawk Asset Management Inc 5.5 
Mohican Financial Management, Llc Cooperstown NY US 622.4 
Mohlman Asset Management Fund, Llc 0.4 
Mohlman Asset Management, Llc 100.1 
Mohon Capital Management 0.0 
Mohr Davidow Ventures Menlo Park CA US 0.0 
Moirai Capital Management Llc San Francisco CA US 19.4 
Moisand Fitzgerald Tamayo, Llc Maitland FL US 218.4 
Mojave Capital Management, Llc New York NY US 0.0 
Mok Capital Management Los Altos CA US 0.0 
Moka Investors, Llc Playa Del Rey CA US 3.0 
Moldenhauer & Company, Inc. Tyrone 0.0 
Moler Capital Management Irvine CA US 92.3 
Moller Financial Services Northfield IL US 242.0 
Mollot & Hardy, Inc. Amherst NY US 24.5 
Moloney Securities Co., Inc. Manchester MO US 101.4 
Molotsky Tax Advisory Group, Llc Collingswood NJ US 12.8 
Molter Brennan & Co. 0.0 
Molumphy Capital Management San Francisco CA US 4.5 
Momentum Advisors New York NY US 26.1 
Momentum Capital Management 1.3 
Momentum Funds 2.0 
Momentum Investment Management, Llc 1.0 
Mona Moore & Associates 0.7 
Monaco Capital Management, Llc Virginia Beach VA US 35.8 
Monaco Wealth Management Llc 6.5 
Monaco Wealth Management, Llc Leawood KS US 19.8 
Monaghan Financial Services, Inc. Greenwood Village CO US 1.1 
Monarch New York NY US 5260.1 
Monarch Advisory Group Franklin TN US 0.0 
Monarch Capital Group, Llc New York NY US 0.0 
Monarch Capital Management Inc Fort Wayne IN US 254.7 
Monarch Partners Asset Management Llc Boston MA US 106.6 
Monarch Wealth Management Llc Orlando FL US 0.0 
Monashee Investment Management, Llc Boston MA US 0.0 
Monashees Capital São Paulo BR 0.0 
Monberg Consulting Services 0.0 
Moncrief Willingham Energy Advisers, L.P. Houston TX US 28.7 
Mondrian Investment Partners (U.S.), Inc. Philadelphia PA US 0.0 
Mondrian Investment Partners Limited London UK 65891.3 
Moneco Fairfield US 0.0 
Moneda International, Inc. Las Condes, Santiago CL 0.0 
Moneda Usa, Inc. New York NY US 736.1 
Monegy, Inc. Toronto, Ontrario CA 2104.0 
Moneta Advisors Llc 0.0 
Moneta Group Investment Advisors, Llc Clayton MO US 11006.6 
Moneta Investment Consulting Inc 0.0 
Monetary Management Corporation San Francisco CA US 17.6 
Monetary Management Group Inc St Louis MO US 330.0 
Monetary Solutions, Ltd. Dayton OH US 0.0 
Monetta Financial Services Inc Wheaton IL US 77.8 
Money & Investment Concepts Houston US 0.0 
Money Advisors, Inc. Augusta 0.0 
Money Armour, Inc. Lakewood Ranch FL US 0.0 
Money Cat Advisors, Llc Kirkland WA US 0.0 
Money Concepts Advisory Service Palm Beach Gardens FL US 744.3 
Money Consultants Advisory, Inc. 0.0 
Money Management Concepts Inc. Melbourne FL US 0.0 
Money Management Services Inc Birmingham AL US 141.5 
Money Manager Review 6.0 
Money Managers Advisory Oak Brook US 0.0 
Money Managers Inc San Antonio TX US 48.1 
Money Managers, Inc. Laguna Hills CA US 3.3 
Money Matters Minneapolis MN US 5.0 
Money Matters Avon US 0.0 
Money Matters With Ken Moraif Plano TX US 1374.3 
Money Mentors Oceanside CA US 0.0 
Money Methods Amarillo TX US 0.0 
Money Minders Financial Planning Corporation 3.9 
Money Plans Silver Spring MD US 0.0 
Money Poole...Solutions For Life, Llc 0.3 
Money Professionals Group Llc Orlando FL US 3.0 
Money Professionals, Llc Pensacola FL US 0.0 
Money Sense 0.0 
Money Strategies Inc Rockledge FL US 59.0 
Money Watch Advisors Inc Lexington KY US 98.6 
Money Wize Management Llc 0.0 
Moneyminders, Llc 18.4 
Moneytime With Kevin Boden 0.0 
Moneytree Capital Management, Llc Morganfield KY US 4.8 
Moneywell 17.2 
Moneywise Financial Advisors 12.0 
Moneywise Financial Advisors 3.0 
Monique Asset Management, Llc 1.2 
Monitor Clipper Partners, Llc Cambridge MA US 1300.0 
Monitor Ventures Los Altos CA US 0.0 
Monitor Wealth Group Wooster OH US 13.0 
Monk, Stan 35.5 
Monmouth Investment Advisors, Llc 7.2 
Monogram Investment Advisors, Inc. 14.2 
Monomoy Capital Management, Llc New York NY US 667.4 
Monongahela Capital Management Cranberry Township PA US 234.0 
Monroe Capital Bdc Advisors, Llc Chicago IL US 0.0 
Monroe Capital Management Advisors Llc Chicago IL US 425.5 
Monroe Vos Consulting Group, Inc. Houston TX US 5171.2 
Monsoon Capital, Llc Bethesda MD US 249.7 
Monsour Advisory Services, Inc. Roanoke VA US 21.8 
Mont Blanc Asset Valencia CA US 0.1 
Mont Pelerin Capital, Llc Newport Beach CA US 0.0 
Montag & Caldwell, Llc Atlanta GA US 12199.1 
Montag A & Associates Inc Atlanta GA US 886.3 
Montage Capital Cupertino CA US 0.0 
Montage Investments, Llc Leawood KS US 255.8 
Montagu Private Equity, Llp London UK 0.0 
Montana Investment Advisors Inc Bozeman MT US 0.0 
Montanaro Asset Management Limited London UK 0.0 
Montcalm Tcr Llc San Francisco CA US 105.0 
Montchanin Asset Management, Llc Montchanin DE US 4.5 
Monte Capital Group Llc 70.6 
Monte Financial Group, Llc Guilford CT US 123.6 
Monte Vista Wealth Management Inc. 0.0 
Montebello Partners Llc Suffern NY US 21.4 
Montecito Advisors, Inc. Santa Barbara US 3.2 
Montecito Capital Management Santa Barbara CA US 16.6 
Montecito Private Asset Management, Llc 0.0 
Montello Wealth Management, Inc. Palm Beach Gardens US 0.0 
Monterey Asset Management 0.0 
Monterey Bay Asset Management Llc Monterey CA US 10.0 
Monterey Management Group Lp San Francisco CA US 345.3 
Monterey Private Wealth, Inc. Monterey CA US 217.0 
Montgomery Asset Management, Llc Mcdonough GA US 10.2 
Montgomery Brothers Inc Bethesda MD US 90.6 
Montgomery Capital Advisors Llc New York NY US 55.5 
Montgomery Capital Management, Llc Newport News VA US 1.6 
Montgomery Financial Advisors Llc 0.0 
Montgomery Financial Services 0.0 
Montgomery Investment Management Inc Bethesda MD US 320.2 
Montgomery Taylor & Company, Llc Santa Rosa CA US 28.6 
Monticello Associates Inc Denver CO US 0.0 
Monticello Investment Services, Inc. Joplin MO US 33.3 
Montis Financial Waltham MA US 345.6 
Montlake Capital Seattle WA US 0.0 
Montreux Equity Partners Menlo Park CA US 0.0 
Montreux Investments, Llc Harrison NY US 0.0 
Montrose Advisers, L.L.C. 28.0 
Montrose Advisors Inc New York NY US 240.9 
Montrose Private Clients New York NY US 31.3 
Montrusco Bolton Investments Inc. Montreal CA 4971.0 
Montvue Capital Management, Inc. Lynchburg VA US 0.0 
Monument Advisors, Inc. Indianapolis IN US 0.0 
Monument Advisory Group, Llc Alexandria VA US 140.0 
Monument Capital Management, Inc 0.0 
Monument Financial Advisors, Llc Concord MA US 185.4 
Monument Investments Inc. Dallas TX US 24.3 
Mooberry Financial Management, Llc Lawrence KS US 0.0 
Moody Aldrich Partners, Llc Marblehead MA US 564.6 
Moody Reid Financial Advisors L.P. Kansas City MO US 4.0 
Moody, Lynn & Lieberson, Inc. Boston MA US 805.8 
Moon Capital Management Lp New York NY US 2334.3 
Moon Capital Management, Llc Knoxville TN US 133.2 
Mooney Wealth Advisory, Inc. Worthington OH US 0.0 
Moonstone Asset Management, Inc. Northbrook IL US 15.0 
Moore Capital Management, Lp New York NY US 29739.7 
Moore Colson Wealth Management Llc Marietta GA US 0.0 
Moore Financial Advisors, Ltd. 22.2 
Moore Financial Freedom, Llc Waxahachie TX US 23.7 
Moore Financial Group Littleton CO US 3.9 
Moore Financial Planning Advisors, Llc Davie US 1.1 
Moore Financial Services Group, Llc Irvine CA US 0.0 
Moore Financial Strategies, Llc Bloomfield Hills MI US 42.0 
Moore Wealth Management L.L.C. Seattle WA US 35.0 
Moore, Dorothea Jane 19.6 
Moore, Ronald Keith 0.0 
Moorfield Investment Management Limited London, England UK 0.0 
Moorhouse, W. Keith 0.0 
Mooring Fund Manager, Llc Vienna VA US 0.0 
Moors & Cabot, Inc Boston MA US 650.3 
Moquist Thorvilson Kaufmann Kennedy And Pieper Llc Edina MN US 7.0 
Mora Wealth Management Llc Miami FL US 117.5 
Morant Wright Management Limited London UK 2740.3 
More For Less Financial Solutions, Llc 95.8 
Moreau Investment Management Co 19.4 
Morehead Capital Management, Llc Raleigh NC US 0.0 
Moreton Financial Solutions, Llc Salt Lake City UT US 40.0 
Morgan Capital Management, Inc. 0.0 
Morgan Creek Capital Management, Llc Chapel Hill NC US 9177.4 
Morgan Dempsey Capital Management Llc Milwaukee WI US 186.7 
Morgan Financial Advisors Inc Santa Rosa Beach US 0.0 
Morgan Financial Incorporated Boyertown PA US 10.5 
Morgan Finch, Llc 0.0 
Morgan Investments Inc Greenville SC US 0.0 
Morgan Keegan & Company, Inc. Memphis TN US 10016.3 
Morgan Keegan Fund Management, Inc. Memphis TN US 22.7 
Morgan Kenwood Advisors, Llc Greendale WI US 17.2 
Morgan Rio Capital Management, Llc New York NY US 0.0 
Morgan Stanley Purchase NY US 330000.0 
Morgan Stanley Aip Gp Lp West Conshohocken PA US 11410.4 
Morgan Stanley Capital Partners Iii Inc New York NY US 194.7 
Morgan Stanley Global Emerging Markets Inc New York NY US 3.1 
Morgan Stanley Infrastructure Inc. New York NY US 3962.5 
Morgan Stanley Investment Management (Japan) Co., Ltd. Shibuya-Ku, Tokyo JP 6015.1 
Morgan Stanley Investment Management Company Singapore SG 18635.5 
Morgan Stanley Investment Management Inc. New York NY US 177000.0 
Morgan Stanley Investment Management Limited London UK 42420.1 
Morgan Stanley Leveraged Equity Fund Ii Inc New York NY US 27.4 
Morgan Stanley Private Equity Asia Iii, Inc. New York NY US 1558.3 
Morgan Stanley Private Equity Asia, Inc. New York NY US 313.8 
Morgan Stanley Real Estate Advisor, Inc. New York US 209.7 
Morgan Stanley Real Estate Investment Management Ii Inc. New York US 1.9 
Morgan Stanley Smith Banrey Venture Services Llc New York NY US 166.3 
Morgan Stanley Smith Barney Private Management Ii Llc New York NY US 0.0 
Morgan Stanley Smith Barney Private Management Llc New York NY US 393.4 
Morgan Stanley Venture Capital Iii Inc New York NY US 44.9 
Morgan Wealth Management, Inc. Surprise AZ US 8.5 
Morgan, Neil F. Marietta 0.0 
Morgens, Waterfall, Vintiadis & Company, Inc. New York NY US 173.1 
Morgenthaler Management Corporation Menlo Park CA US 1350.6 
Morgillo Financial Management, Inc. North Andover MA US 2.1 
Mori Huston Partners Miami FL US 191.3 
Morin Private Client Group, Llc 9.7 
Morison Capital Management, Llc 3.8 
Mork Capital Management Healdsburg CA US 54.0 
Morley Capital Management, Inc. Portland OR US 15042.6 
Morling Financial Advisors, Llc San Francisco CA US 41.0 
Morningside Investment Advisors San Francisco CA US 0.0 
Morningside Tmt (China) Limited Hong Kong HK 0.0 
Morningstar Associates, Llc Chicago IL US 23045.0 
Morningstar Investment Services,Inc Chicago IL US 2953.6 
Morningview Capital, Inc. Calabasas CA US 0.6 
Morr Capital Management, Inc. Alpharetta US 0.0 
Morrill Financial Services 6.3 
Morris & Morse Co Inc Boston MA US 0.0 
Morris Asset Management, L.L.C. 0.0 
Morris Associates Llc New York NY US 87.9 
Morris Capital Advisors Inc Malvern PA US 148.1 
Morris Financial Concepts, Inc. Mount Pleasant SC US 129.9 
Morris Group Advisory Service, Inc Indianapolis US 0.0 
Morris Investment Counsel, Inc. 17.7 
Morris, Paul R. Covington LA US 0.4 
Morrison Asset Management, Llc 9.3 
Morrison Fiduciary Advisors, Inc. Pittsburgh PA US 0.0 
Morrison Financial 19.8 
Morrison Financial Management 14.0 
Morrison Street Capital, Llc Portland OR US 284.3 
Morse Capital Management, Inc. Tulsa OK US 6.6 
Morse Capital Partners, Llc Glen Allen VA US 130.0 
Morse Investment Management Company, Inc. Farmington 0.0 
Mort Kelly Financial Services, Llc 0.0 
Morter Investment Management Llc 0.0 
Mortgage Industry Advisory Company New York NY US 25.0 
Morton Capital Management Calabasas CA US 946.3 
Morton Wealth Advisors Wellelsey MA US 62.0 
Morton Wealth Management Llc Greensboro NC US 198.7 
Mos Capital, Inc. Norfolk VA US 0.0 
Mosaic Advisory Group 0.0 
Mosaic Capital Management, Llc Center Valley PA US 0.0 
Mosaic Financial Advisors, Llc 31.1 
Mosaic Financial Partners, Inc. San Francisco CA US 437.8 
Mosaic Research, Inc. Portland OR US 0.0 
Mosaic Wealth Management, L.L.C. 0.0 
Mosby Lincoln Lc Wichita KS US 289.4 
Moscaret Investment Advisory Pasadena CA US 0.0 
Moseley Investment Management, Inc. Bradention FL US 39.0 
Moseman & Associates 1.8 
Moser & Heier Financial Solutions Lisle IL US 0.0 
Moser Wealth Advisors Bellevue WA US 0.0 
Mosher & Ellis Financial Planning, Inc. Lafayette CA US 0.0 
Moss & Company, P.A. Maitland FL US 24.6 
Moss Adams Wealth Advisors Llc Seattle WA US 1204.1 
Moss Booth Wealth Advisors, L.L.C. Scottsdale AZ US 159.5 
Moss Joseph H Inc 27.8 
Moss, Luse & Womble, Llc Addison TX US 9.1 
Mote Wealth Management, Llc 27.0 
Motiwala Capital 1.5 
Motley Fool Asset Management Alexandria VA US 273.1 
Moudrost, Llc 1.2 
Mouly Financial Management, Inc. Davie US 0.0 
Mount Kellett Capital Management Lp New York NY US 6286.5 
Mount Lucas Management Lp Newtown US 1495.0 
Mount Vernon Associates Inc Baltimore MD US 198.3 
Mount Yale Asset Management, Llc Denver CO US 409.7 
Mount Yale Investment Advisors, Llc Denver CO US 780.4 
Mountain Capital Investment Advisors, Llc Centennial US 0.0 
Mountain Capital Management Inc 0.0 
Mountain Lake Investment Management Llc Mill Valley CA US 234.0 
Mountain Magnolia Investment Advisors Hot Springs 0.0 
Mountain Pacific Advisors, Llc Bellevue WA US 318.0 
Mountain Pacific Investment Advisers Inc Boise ID US 660.6 
Mountain Spruce Investment Management, Inc. 0.0 
Mountain State Analytics, Llc 5.4 
Mountain View Financial Advisory Services, Llc. New Hope US 0.0 
Mountaineer Financial Planning, Llc Saint Albans WV US 0.0 
Mountaineer Partners Management, Llc New York NY US 0.0 
Mountebank, Llc 9.0 
Mountgrange Investment Management Llp London UK 0.0 
Mowell Financial Group, Na Tallahassee FL US 13.5 
Mowen Capital Management 0.0 
Mowery & Schoenfeld Wealth Management, Llc Lincolnshire IL US 10.4 
Mowery Capital Management, Llc Mckinney TX US 0.0 
Mowrey, Timothy J 30.9 
Moy Investment Management, Llc Cincinnati OH US 19.3 
Mozaic, Llc Beverly Hills CA US 1255.3 
Mozingo Monitor, Inc. 1.6 
Mp Ria, Llc Denver CO US 893.7 
Mpc Advisers, Llc Brookfield WI US 210.0 
Mpc Capital Advisors, Llc 648.0 
Mpc Wealth Management Omaha NE US 1.9 
Mpi Advisory Group, Llc San Jose 0.0 
Mpi Investment Management Inc Hinsdale IL US 289.6 
Mpm Asset Management Llc Boston MA US 0.0 
Mpm Wealth Advisors, Inc. Holland OH US 358.2 
Mpn Capital Management Llc 0.0 
Mps-Loria Financial Planners,Llc Burr Ridge IL US 342.8 
Mqs Advisors, Llc Englewood NJ US 0.0 
Mqs Management, Llc New York NY US 150.0 
Mr Advisors, Llc 17.7 
Mraz, Amerine & Associates, Inc. Modesto CA US 250.6 
Mrd Financial Advisors, Llc Norfolk VA US 23.7 
Mrd, Inc. 90.4 
Mrj Capital, Inc. Westport CT US 113.6 
Mrk Asset Management, Llc. Grand Rapids MI US 11.7 
Mrm Asset Allocation Group Inc St Louis MO US 56.1 
Mrm Management Llc Atlanta GA US 0.0 
Mrm Wealth Management, Llc Penfield NY US 7.4 
Ms Capital Management, L.L.C. 0.0 
Ms Capital Partners Adviser Inc. New York NY US 2832.3 
Msdc Management, L.P. New York NY US 4439.9 
Msdw Capital Partners Iv Inc New York NY US 1107.7 
Msdw Real Estate Special Situations Ii Manager Llc New York US 43.8 
Msdw Venture Partners Iv Inc New York NY US 83.8 
Msm Financial Strategies 22.6 
Msouth Equity Partners, Llc Atlanta GA US 671.3 
Msr Capital Management San Francisco CA US 115.0 
Msref Ii, Inc. New York NY US 40.7 
Msref Iii, Inc. New York US 260.2 
Msref Iv, Llc New York US 431.2 
Msref Real Estate Advisor, Inc. New York NY US 7139.0 
Msref V, L.L.C. New York NY US 1781.7 
Msress Iii Manager, L.L.C. New York NY US 3319.8 
Msvp 2002, Inc. New York NY US 42.6 
           
 
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