Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
 
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 553.7 
Mobjack Investments 1.5 
Modera Wealth Management, LLC Boston MA US 1621.4 
Modern Asset Management LLC Columbus NE US 10.7 
Modern Capital Associates, Inc. 6.5 
Modern Capital Group LLC New York NY US 43.6 
Modern Portfolio Consultants Company Omaha NE US 4.7 
Modern Portfolio Consultants, LLC 340.0 
Modern Portfolio Management Inc Holland OH US 443.3 
Modern Wealth Concepts LLC 5.0 
Modica Financial & Tax Service Atascadero CA US 2.4 
Modiri Asset Management Laguna Hills CA US 2.0 
Modular Financial Solutions, Inc. 0.0 
Modulo Capital Gestao De Recursos LTDA Rio De Janeiro BR 0.0 
Moe Investment Management, LLC Spokane WA US 1.6 
Moelis Capital Partners LLC New York NY US 968.3 
Moeller Financial Advisors Plain City OH US 0.0 
Moga Advisory Service, Inc. Franklin PA US 0.0 
Mogo Management LLC 0.0 
Mogul Wealth Management, Inc. Manhattan Beach CA US 19.9 
Mohawk Asset Management Inc 5.1 
Mohawk Capital Advisors, LLC 43.0 
Mohican Financial Management, LLC Cooperstown NY US 332.1 
Mohlman Asset Management Fund, LLC 1.2 
Mohlman Asset Management, LLC 133.0 
Mohon Capital Management 0.0 
Moirai Capital Management LLC San Francisco CA US 75.8 
Moisand Fitzgerald Tamayo, LLC Orlando FL US 373.8 
Mojave Capital Management, LLC New York NY US 0.0 
Mok Capital Management Los Altos CA US 52.3 
Moka Investors, LLC Playa Del Rey CA US 2.0 
Moldenhauer & Company, Inc. Tyrone GA US 7.2 
Moler Capital Management Irvine CA US 121.6 
Molewski Financial Solutions LLC Bethlehem PA US 4298.2 
Mollot & Hardy, Inc. Amherst NY US 20.3 
Moloney Securities Co., Inc. Manchester MO US 236.7 
Molotsky Tax Advisory Group, LLC Collingswood NJ US 12.8 
Molter Brennan & Co. 0.0 
Molumphy Capital Management San Francisco CA US 49.7 
Momentum Advisors, LLC New York NY US 59.6 
Momentum Capital Management 1.4 
Momentum Funds 1.0 
Momentum Investment Management, LLC 1.2 
Mona Moore & Associates 1.1 
Monaco Capital Management, LLC Virginia Beach VA US 87.1 
Monaco Wealth Management LLC 5.0 
Monaco Wealth Management, LLC Leawood KS US 20.0 
Monadnock Capital Partners, LLC 18.1 
Monaghan Financial Service, Inc. Greenwood Village CO US 1.1 
Monarch Advisory Group Franklin TN US 0.0 
Monarch Alternative Capital Europe London UK 0.0 
Monarch Alternative Capital LP New York NY US 6380.5 
Monarch Capital Management Inc Fort Wayne IN US 326.8 
Monarch Partners Asset Management LLC Boston MA US 471.8 
Monarch Wealth Management LLC Orlando FL US 0.0 
Monashee Investment Management, LLC Boston MA US 361.0 
Monashees GestÃo De Investimentos LTDA SÃo Paulo BR 0.0 
Monberg Consulting Service 0.0 
Moncrief Willingham Energy Advisers, L.P. Houston TX US 46.0 
Mondrian Investment LP London UK 64102.2 
Mondrian Investment Partners (u.s.), Inc. Philadelphia PA US 0.0 
Moneco Fairfield CT US 0.0 
Moneco Advisors, LLC Fairfield CT US 222.2 
Moneda International, Inc. Las Condes, Santiago CL 0.0 
Moneda S.a. Administradora General De Fondos Santiago CL 0.0 
Moneda Usa, Inc. New York NY US 341.5 
Monegy, Inc. Toronto, Ontrario CA 2212.9 
Monere Wealth Management, Inc. Chicago IL US 107.0 
Moneta Advisors LLC 0.0 
Moneta Group Investment Advisors, LLC Clayton MO US 14068.6 
Moneta Investment Consulting Inc 0.0 
Monetary Management Corporation San Francisco CA US 20.9 
Monetary Management Group Inc St Louis MO US 313.7 
Monetary Solutions, Limited. Dayton OH US 62.5 
Monetta Financial Service Inc Wheaton IL US 211.5 
Money & Investment Concepts Houston TX US 0.0 
Money Advisors, Inc. Augusta GA US 22.9 
Money Armour, Inc. Fort Lauderdale FL US 0.0 
Money Cat Advisors, LLC Kirkland WA US 0.0 
Money Concepts Capital Corporation Palm Beach Gardens FL US 961.2 
Money Consultants Advisory, Inc. 0.0 
Money Management Concepts Inc. Melbourne FL US 42.0 
Money Management Service, Inc. Birmingham AL US 193.5 
Money Manager Review 0.0 
Money Managers Advisory Oak Brook IL US 41.1 
Money Managers Inc San Antonio TX US 4.2 
Money Managers, Inc. Laguna Hills CA US 3.8 
Money Matters Avon CT US 63.8 
Money Matters Minneapolis MN US 7.5 
Money Matters Financial Group Inc Phoenix AZ US 840.3 
Money Mentors Oceanside CA US 0.0 
Money Methods Amarillo TX US 0.0 
Money Minders Financial Planning Corporation 4.4 
Money Plans Silver Spring MD US 72.4 
Money Poole...solutions For Life, LLC 2.4 
Money Professionals Group LLC Orlando FL US 3.4 
Money Professionals, LLC Pensacola FL US 43.2 
Money Sense 0.0 
Money Strategies Inc Melbourne FL US 35.0 
Money Wize Management LLC 0.6 
Money4front 0.0 
Moneyguide Advisory, LLC Powhatan VA US 0.0 
Moneyminders, LLC 24.6 
Moneytime With Kevin Boden 0.0 
Moneywatch Advisors Inc Lexington KY US 124.3 
Moneywell 19.6 
Moneywise Financial Advisors 12.0 
Moneywise Financial Advisors 6.9 
Moneywise Inc Forest VA US 193.0 
Monique Asset Management, LLC 0.4 
Monitor Clipper Partners, LLC Boston MA US 897.7 
Monitor Venture Associates, LLC Los Altos CA US 0.0 
Monitor Wealth Group Wooster OH US 25.0 
Monk, Stanley Earl 51.0 
Monks Hill Ventures Pte. Limited. Singapore SG 0.0 
Monmouth Investment Advisors, LLC 7.5 
Monograph Wealth Advisors, LLC El Segundo CA US 101.6 
Monolith Advisors LLC Buffalo NY US 37.1 
Monomoy Capital Management, L.P. New York NY US 868.7 
Monroe Capital Bdc Advisors, LLC Chicago IL US 243.6 
Monroe Capital Management Advisors LLC Chicago IL US 1712.0 
Monroe Hall Asset Management, LLC New York NY US 196.2 
Monsoon Capital, LLC Bethesda MD US 148.4 
Monsour Advisory Service, Inc. Roanoke VA US 35.3 
Monstershares LLC Rocky River OH US 615.0 
Mont Blanc Asset Los Angeles CA US 0.2 
Mont Pelerin Capital, LLC Newport Beach CA US 0.0 
Montag & Caldwell, LLC Atlanta GA US 9755.2 
Montag A & Associates Inc Atlanta GA US 1384.4 
Montage Capital Holdings, LLC Cupertino CA US 0.0 
Montage Investments, LLC Leawood KS US 249.5 
Montagu Private Equity, LLP London UK 0.0 
Montana Investment Advisors Inc Bozeman MT US 53.9 
Montanaro Asset Management Limited London UK 0.0 
Montcalm Tcr LLC San Francisco CA US 122.0 
Montchanin Asset Management, LLC Montchanin DE US 93.9 
Monte Capital Group LLC 43.2 
Monte Financial Group, LLC Guilford CT US 158.3 
Montebello Partners LLC Suffern NY US 28.5 
Montecito Advisors, Inc. Santa Barbara CA US 0.0 
Montecito Capital Management Santa Barbara CA US 25.1 
Montello Wealth Management, Inc. Palm Beach Gardens FL US 23.0 
Monterey Asset Management 0.0 
Monterey Bay Asset Management LLC Monterey CA US 10.0 
Monterey Management Group LP San Francisco CA US 414.0 
Monterey Private Wealth, Inc. Monterey CA US 333.7 
Montgomery Brothers Inc Bethesda MD US 96.2 
Montgomery Capital Advisors LLC New York NY US 77.6 
Montgomery Capital Management, LLC Newport News VA US 59.4 
Montgomery Financial Advisors LLC 37.5 
Montgomery Financial Service 0.0 
Montgomery Investment Management Inc Bethesda MD US 246.5 
Montgomery Taylor & Company, LLC Santa Rosa CA US 39.9 
Montibus Capital Management LLC. Portland OR US 1003.2 
Monticello Asset Management, LLC New York NY US 0.0 
Monticello Associates Inc Denver CO US 0.0 
Monticello Investment Service, Inc. Joplin MO US 0.0 
Montis Financial, LLC Waltham MA US 470.8 
Montlake Capital, LLC Seattle WA US 0.0 
Montpelier Investment Management LLP London UK 0.0 
Montreux Investments, LLC 0.0 
Montreux Venture Management, LLC. San Francisco CA US 0.0 
Montrose Advisers, LLC. 28.0 
Montrose Advisors Inc New York NY US 328.8 
Montrose Private Clients New York NY US 31.9 
Montrusco Bolton Investments Inc. Montreal CA 4482.3 
Montserrat Global Advisers, LP New York NY US 45.2 
Montvue Capital Management, Inc. Lynchburg VA US 91.9 
Monument Advisors, Inc. Indianapolis IN US 0.0 
Monument Advisory Group, LLC Alexandria VA US 220.9 
Monument Capital Management, Inc 4.6 
Monument Group Wealth Advisors, LLC Concord MA US 223.3 
Monument Investments Inc. Albany TX US 37.2 
Monument Wealth Advisory, LLC Plano TX US 0.0 
Mooberry Financial Management, LLC Lawrence KS US 0.0 
Moody Aldrich Partners, LLC Marblehead MA US 28.1 
Moody Reid Financial Advisors L.P. Kansas City MO US 0.0 
Moody, Lynn & Lieberson, Inc. Boston MA US 1015.1 
Moon Capital Management LLC Knoxville TN US 173.4 
Moon Capital Management LP New York NY US 1754.1 
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 32683.9 
Moore Colson Wealth Management LLC Marietta GA US 41.7 
Moore Financial Advisors, Limited. 31.4 
Moore Financial Group Littleton CO US 55.9 
Moore Financial Planning Advisors, LLC Davie FL US 2.9 
Moore Financial Service Group, LLC Irvine CA US 0.5 
Moore Financial Strategies, LLC Bloomfield Hills MI US 0.0 
Moore Wealth Management LLC. Seattle WA US 40.0 
Moore, Dorothea Jane 25.3 
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 1024.2 
Moquist Thorvilson Kaufmann Kennedy And Pieper LLC Edina MN US 6.0 
Mora Wealth Management LLC Miami FL US 304.0 
Morado Ventures, LLC Palo Alto CA US 0.0 
Morant Wright Management Limited London UK 3903.2 
More For Less Financial Solutions, LLC 145.3 
Moreau Investment Management Co 21.5 
Morehead Capital Management, LLC Raleigh NC US 0.0 
Moreton Asset Management, LLC Salt Lake City UT US 421.0 
Morgan Capital Management, Inc. Mercer Island WA US 0.0 
Morgan Creek Capital Management, LLC Chapel Hill NC US 3574.5 
Morgan Dempsey Capital Management LLC Menomonee Falls WI US 396.6 
Morgan Financial Advisors Inc 16.8 
Morgan Financial Inc Boyertown PA US 24.5 
Morgan Finch, LLC 0.0 
Morgan International Trade Corporation Beaverton OR US 0.0 
Morgan Investments Inc Greenville SC US 42.4 
Morgan Kenwood Advisors, LLC Greendale WI US 221.0 
Morgan Rio Capital Management, LLC New York NY US 366.0 
Morgan Stanley Aip GP LP West Conshohocken PA US 14098.8 
Morgan Stanley Infrastructure Inc. New York NY US 5934.7 
Morgan Stanley Investment Management Company Singapore SG 21747.4 
Morgan Stanley Investment Management Inc. New York NY US 257359.0 
Morgan Stanley Investment Management japan Co., Limited. JP 4887.2 
Morgan Stanley Investment Management Limited London UK 62781.0 
Morgan Stanley Private Equity Asia, Inc. New York NY US 4244.9 
Morgan Stanley Real Estate Advisor, Inc. New York US 0.2 
Morgan Stanley Smith Barney LLC Purchase NY US 528242.8 
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 180.6 
Morgan Stanley Smith Barney Venture Service LLC New York NY US 237.2 
Morgan Wealth Management, Inc. Surprise AZ US 0.0 
Morgan, Neil F. Marietta GA US 6.0 
Morgens, Waterfall, Vintiadis & Company, Inc. New York NY US 174.4 
Morgenthaler Management Corporation Menlo Park CA US 1680.8 
Morgenthaler Tech Investment Company, LLC Menlo Park CA US 0.0 
Morgillo Financial Management Inc North Andover MA US 113.0 
Mori Huston Partners Miami FL US 33.4 
Morin Private Client Group, LLC 15.8 
Morison Capital Management, LLC 3.8 
Mork Capital Management Healdsburg CA US 94.5 
Morley Capital Management, Inc. Portland OR US 17059.9 
Morling Financial Advisors, LLC San Francisco CA US 82.3 
Morningside Asset Management LLC Atlanta GA US 0.0 
Morningside Investment Advisors San Francisco CA US 0.0 
Morningside Tmt (china) Limited Hong Kong HK 0.0 
Morningstar Associates, LLC Chicago IL US 15224.0 
Morningstar Investment Service, Inc Chicago IL US 6423.1 
Morningview Capital, Inc. Calabasas CA US 0.2 
Morr Capital Management, Inc. Alpharetta GA US 0.0 
Morrill Financial Service 10.0 
Morris & Morse Co Inc Boston MA US 0.0 
Morris Associates LLC New York NY US 97.4 
Morris Capital Advisors Inc Malvern PA US 421.5 
Morris Financial Concepts, Inc. Mount Pleasant SC US 186.9 
Morris Gary Alan Hong Kong HK 0.0 
Morris Group Advisory Service, Inc Indianapolis IN US 0.0 
Morris Investment Counsel, Inc. 17.3 
Morris Wealth Management Anderson CA US 37.4 
Morris, Paul R. Covington LA US 0.8 
Morrison Asset Management, LLC 9.6 
Morrison Fiduciary Advisors, Inc. Pittsburgh PA US 0.0 
Morrison Financial 21.0 
Morrison Street Capital, LLC Portland OR US 263.5 
Morse Capital Management, Inc. Tulsa OK US 10.6 
Morse Capital Partners Oil & Gas LLC Richmond VA US 0.0 
Morse Capital Partners, LLC Richmond VA US 143.9 
Morse Investment Management Company, Inc. Farmington CT US 3.8 
Mort Kelly Financial Service, LLC 1.0 
Morter Investment Management LLC 3.3 
Mortgage INDS Advisory Company New York NY US 30.0 
Morton Capital Management, LLC Calabasas CA US 1442.8 
Morton Wealth Advisors Wellelsey MA US 72.6 
Morton Wealth Management LLC Greensboro NC US 318.2 
Morven Advisors, LLC New York NY US 2236.5 
Mos Capital, Inc. Norfolk VA US 101.5 
Mosaic Advisors LLC Houston TX US 129.8 
Mosaic Advisory Group 0.0 
Mosaic Family Wealth, LLC St. Louis MO US 0.0 
Mosaic Financial Advisors, LLC 56.3 
Mosaic Financial Partners, Inc. San Francisco CA US 611.8 
Mosaic Investment Partners, Inc. Guaynabo PR US 0.0 
Mosaic Research, Inc. Portland OR US 0.0 
Mosaic Wealth Management, LLC. 51.5 
Mosby Lincoln Lc Wichita KS US 350.6 
Moscaret Investment Advisory Pasadena CA US 0.0 
Moseley Investment Management, Inc. Bradention FL US 75.1 
Moseman & Associates 0.0 
Moser & Heier Financial Solutions Lisle IL US 0.0 
Moser Wealth Advisors Bellevue WA US 67.9 
Mosher & Ellis Financial Planning, Inc. Lafayette CA US 0.0 
Moss & Company, P.a. Maitland FL US 33.4 
Moss Adams Wealth Advisors LLC Seattle WA US 1923.0 
Moss Booth Wealth Advisors, LLC. Scottsdale AZ US 216.2 
Moss Joseph H Inc 21.0 
Moss, Luse & Womble, LLC Addison TX US 28.5 
Mote Wealth Management, LLC 36.0 
Motiwala Capital 3.1 
Motley Fool Asset Management, LLC Alexandria VA US 737.6 
Motley Fool Wealth Management, LLC Alexandria VA US 661.0 
Moudrost, LLC 1.1 
Mouly Financial Management, Inc. Davie FL US 16.5 
Mount Kellett Capital Management LP New York NY US 5095.8 
Mount Lucas Management LP Newtown CT US 1615.9 
Mount Vernon Associates Inc Baltimore MD US 108.4 
Mount Yale Asset Management, LLC Denver CO US 289.1 
Mount Yale Investment Advisors, LLC Denver CO US 1180.0 
Mountain Brook Capital Management, LLC New York NY US 0.0 
Mountain Capital Investment Advisors, LLC 29.0 
Mountain Capital Management Inc 56.2 
Mountain Lake Investment Management LLC Mill Valley CA US 329.1 
Mountain Pacific Advisors, LLC Bellevue WA US 967.0 
Mountain Pacific Investment Advisers Inc Boise ID US 975.2 
Mountain Spruce Investment Management, Inc. 0.0 
Mountain State Analytics, LLC 13.3 
Mountaineer Financial Planning, LLC Saint Albans WV US 0.0 
Mountaineer Partners Management, LLC New York NY US 102.1 
Mountebank, LLC 7.2 
Mountgrange Investment Management LLP London UK 0.0 
Mowell Financial Group, NA Tallahassee FL US 42.7 
Mowen Capital Management 0.0 
Mowery & Schoenfeld Wealth Management, LLC Lincolnshire IL US 0.0 
Mowery Capital Management, LLC Mckinney TX US 35.0 
Mowrey Investment Management 39.7 
Moy Investment Management, LLC Cincinnati OH US 28.0 
Mozaic, LLC Beverly Hills CA US 1630.7 
Mozingo Monitor, Inc. 1.1 
Mp Ria, LLC Denver CO US 1115.2 
Mp Securitized Credit Partners L.P. New York NY US 1168.7 
Mpa Capital Management LLC Wilmington DE US 98.0 
Mpam Credit Trading Partners L.P. Cleveland OH US 1208.6 
Mpc Advisers, LLC Brookfield WI US 334.0 
Mpc Capital Advisors, LLC New York NY US 9894.9 
Mpi Advisory Group, LLC San Jose CA US 0.0 
Mpi Investment Management Inc Hinsdale IL US 335.2 
Mpm Asset Management LLC Cambridge MA US 0.0 
Mpmg & Partners Usa, LLC New York NY US 37.6 
Mpn Capital Management LLC 0.0 
Mps Funds LLC New York NY US 10.0 
Mps-loria Financial Planners,LLC Burr Ridge IL US 323.0 
Mpwm Advisory Solutions LLC New York NY US 44.7 
Mqs Advisors, LLC Englewood NJ US 0.0 
Mqs Management, LLC New York NY US 88.5 
Mr Advisors, LLC 20.3 
Mraz, Amerine & Associates, Inc. Modesto CA US 399.9 
Mrd Financial Advisors, LLC Norfolk VA US 0.0 
Mrd, Inc. 88.6 
Mrj Capital, Inc. New York NY US 185.3 
Mrm Asset Allocation Group, Inc. St Louis MO US 108.2 
Mrm Wealth Management, LLC Penfield NY US 26.3 
Mrm-horizon Advisors, LLC Boston US 267.3 
Ms Capital Management, LLC. 9.9 
Ms Capital Partners Adviser Inc. New York NY US 3613.2 
Msc Adviser I, LLC Houston TX US 506.2 
Msci Esg Research Inc. New York NY US 0.0 
Msd Partners, L.P. New York NY US 8433.1 
Msdw Real Estate Special Situations Ii Manager LLC New York NY US 103.4 
Msf Capital, LLC New York NY US 425.5 
Msjc, LP Coppell TX US 419.6 
Msm Financial Strategies 22.6 
Msouth Equity Partners, LLC Atlanta GA US 730.5 
Msr Advisors, Inc. Westport CT US 0.0 
Msref Iii, Inc. New York NY US 88.8 
Msref Iv, LLC New York NY US 490.3 
Msref Real Estate Advisor, Inc. New York NY US 7193.1 
Msref V, LLC. New York NY US 672.9 
Msress Iii Manager, LLC. New York US 3039.4 
Msrh, LLC New York NY US 0.0 
Mst Capital Pty Limited Sydney AU 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 $100 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