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) 
O World Corp Clearwater FL US 0.0 
O'Bannon & Davis Inc. Williamsville NY US 18.6 
O'Brien and Associates, Inc. 13.0 
O'Brien Asset Management LLC 0.0 
O'Brien Capital Management, Inc. Nyack NY US 16.0 
O'Brien Financial Planning 0.0 
O'Brien Financial Planning, Inc. 16.3 
O'Brien Management, LLC Cambridge MA US 321.5 
O'Brien, Anne B. 7.7 
O'Connor & O'Connor, LLP Central Valley NY US 0.0 
O'Connor Capital Advisory, LLC 30.2 
O'Connor Capital Management., LLC Syracuse NY US 11.0 
O'Connor Financial Consultants 3.8 
O'Connor Financial Group, LLC 0.0 
O'Connor Investment Advisors, Inc. 1.6 
O'Connor Wealth Management, LLC 8.1 
O'Connor Wealth Management, LLC. Quincy IL US 0.0 
O'Donnell Portfolio Management, Inc. 6.5 
O'Donoghue Financial Planning, LLC Mt. Kisco NY US 0.0 
O'Gorman Asset Management, Inc. 4.6 
O'Hara, Iv. Charles Edward Newport RI US 0.0 
O'Hearn Capital Management, LLC 5.0 
O'Keefe Shaw & Co., Inc. Buffalo NY US 21.5 
O'Loughlin, Thomas Joseph 0.0 
O'Meara Ferguson Asset Management, LLC Ashburn VA US 0.0 
O'Meara Financial Group, Inc. Red Bank NJ US 0.0 
O'Neill Financial Management, LLC North Andover MA US 0.0 
O'Reilly Wealth Advisors 3.7 
O'Roark Asset Management Warrenton VA US 1.2 
O'Rourke Financial Planning 15.0 
O'Shaughnessy Asset Management, LLC Stamford CT US 0.0 
O'Sullivan Creel Wealth Advisors, LLP Pensacola FL US 163.6 
O'Sullivan Financial Services, Inc. 0.0 
O.V. Davi 0.0 
Oak Advisors, LLC Bluffton SC US 104.6 
Oak Asset Management, LLC Oak Brook IL US 85.0 
Oak Associates Ltd Akron OH US 0.0 
Oak Brook Advisors Ltd Chicago IL US 18.2 
Oak Brook Asset Management, Corporation 25.2 
Oak Brook Strategic Investment Advisors LLC 20.0 
Oak Capital LLC 0.0 
Oak Circle Asset Management, LLC 3.5 
Oak Family Advisors, LLC Chicago IL US 0.0 
Oak Financial Services Group, Ltd. Mont Clare PA US 0.0 
Oak Forest Investment Management Inc 55.0 
Oak Harbor Financial San Diego CA US 8.2 
Oak Hill Advisors, L.P. New York NY US 12190.6 
Oak Hill Capital Management, LLC New York NY US 5996.8 
Oak Leaf Advisors, LLC Los Angeles CA US 0.0 
Oak Mountain Financial Group Santa Rosa CA US 15.0 
Oak Point Financial Group Portage MI US 36.7 
Oak Ridge Investments, LLC Chicago IL US 2911.0 
Oak River Financial Group, Inc. 19.8 
Oak River Investment Advisors Fort Mitchell KY US 0.0 
Oak Street Advisors Myrtle Beach SC US 22.8 
Oak Street Asset Management, Inc. Houston TX US 0.0 
Oak Tree Advisory Services Inc Carlsbad CA US 351.0 
Oak Tree Asset Management Medford OR US 70.0 
Oak Tree Capital Advisers, Inc. 0.0 
Oak Tree Global Financial Services LLP 29.9 
Oak Tree Investment Advisors Pittsburgh PA US 59.8 
Oak Tree Securities, Inc. Livermore CA US 5.0 
Oak Value Capital Management, Inc Chapel Hill NC US 195.2 
Oakbridge Asset Managment, LLC South Jordan UT US 0.0 
Oakbrook Investments Lisle IL US 0.0 
Oakdale Wealth Management, LLP Millis MA US 30.1 
Oakes, Bill 0.0 
Oakland Wealth Management, Inc. Southfield MI US 52.0 
Oakleaf Asset Advisors Clovis CA US 10.8 
Oakmont Capital Management, LLC Oakmont PA US 50.3 
Oakmont Corporation Los Angeles CA US 608.2 
Oakmont Financial Services, L.L.C. 16.0 
Oakmont Partners, LLC Boston MA US 230.6 
Oaks Wealth Management, LLC Cary NC US 0.0 
Oakstreet Wealth Management, Inc. Dayton OH US 240.4 
Oaktree Asset Management, LLC New York NY US 323.0 
Oaktree Capital Corporation 9.9 
Oaktree Capital LLC 0.5 
Oaktree Capital Management, L.P. Los Angeles CA US 81381.2 
Oaktree Financial Planning and Consulting 0.0 
Oakvale Investments Inc. 26.0 
Oakview Capital Management, L.P. Dallas TX US 0.0 
Oakwood Capital Management 0.1 
Oakwood Capital Management LLC Los Angeles CA US 0.0 
Oarsman Capital, Inc Milwaukee WI US 157.3 
Oase Financial Services, LLC Tucson AZ US 4.6 
Oasis Capital Management LLC 38.8 
Oasis Financial Solutions, Inc South Bend IN US 6.8 
Oast & Hook Financial Services, LLC Virginia Beach VA US 0.0 
Oates, Robert Kurt Torrance CA US 0.0 
Oatley & Diak, LLC. Greenwood Village CO US 15.0 
Obel Financial Group Palo Alto CA US 0.0 
Oberlin, Karl, Thornfield 0.8 
Obermeyer Asset Management Co Aspen CO US 763.8 
Oberon Asset Management, LLC New York NY US 38.3 
Oberon Financial Technology, Inc. Sunnyvale CA US 467.7 
Oberon Partners LLC New York City NY US 200.0 
Oberstein Wealth Management , Inc. Sherman Oaks CA US 6.6 
Oberweis Asset Management Inc Lisle IL US 848.2 
Oberweis Securities, Inc. Lisle IL US 0.0 
Obex Investments LLC Larchmont NY US 0.0 
Objective Advisors, Inc. Austin TX US 630.0 
Objective Capital Management, LLC Cleveland OH US 0.0 
Objective Financial Advisors, Inc. 0.0 
Objective Financial Planning 3.0 
Objective Financial Planning LLC Columbus OH US 18.0 
Objective Investment Management New Braunfels TX US 0.3 
Oboy Financial Planning, LLC 0.0 
Obrien Greene & Co Inc Media PA US 225.4 
Obrien John P Investment Management Inc 6.9 
OBS Financial Services, Inc. Whitehouse OH US 575.0 
Obsideo Capital Management, LLC Tulsa OK US 6.0 
Obsidian Investment Advisers, LLC 5.3 
Obsidian Investment Management 4.0 
Occam Capital Management, LLC Pittsford NY US 0.0 
OCD Financial Group, LLC Braintree MA US 0.0 
Ocean Advisors Charlotte NC US 10.0 
Ocean Asset Management Co., Ltd. Tokyo JP 53.0 
Ocean Avenue Wealth Management Santa Monica CA US 0.0 
Ocean Endowment Partners, LLC Menlo Park CA US 5.2 
Ocean Gate Capital Management, LP Marblehead MA US 13.1 
Ocean Park Asset Management, Inc. Santa Monica CA US 208.9 
Ocean Park Capital Management, LLC Santa Monica CA US 31.6 
Ocean Point Capital Management Providence RI US 0.0 
Ocean State Asset Management, LLC Providence RI US 279.1 
Oceanic Capital Management LLC New York NY US 1.3 
Oceanic Energy Management Limited Douglas IS 40.0 
Oceanic Fund Management Limited Douglas IS 600.0 
Oceans Capital Management, LLC 0.7 
Oceanstone Capital Management, Inc 0.0 
Oceanwood Capital Management (Us) LP Boston MA US 0.0 
Oceanwood Capital Partners LP Boston MA US 0.0 
Och-Ziff Real Estate Advisors LP New York NY US 925.3 
Ockham Wealth Advisors L.L.C. 25.0 
Octagon Asset Management, LLC New York NY US 19.0 
Octagon Credit Investors, LLC New York NY US 3736.5 
Octagon Financial Services Inc Mclean VA US 251.4 
Octagon Wealth Management LLC New York NY US 0.0 
Octave Fund LLC San Francisco CA US 13.0 
Octavius Capital Management, LLC Kirkland WA US 1.7 
October Three Financial Solutions, LLC Chicago IL US 0.0 
October Wealth Advisors, Inc Fort Smith AR US 54.8 
Octobers View Financial Planning High Ridge MO US 0.0 
ODA and Company, Inc. Medina OH US 0.0 
ODE Capital Inc 0.0 
Odell & Critchley PC Madison NJ US 0.0 
Oder & Stewart Investment Management, LLC Woodland Hills CA US 75.6 
Odin Capital Group 1.8 
Odlum Brown USA Investment Management Limited Vancouver, British Columbia CA 54.6 
Odyssey Advisors Amherst NY US 46.3 
Odyssey Advisors LLC Los Angeles CA US 0.0 
Odyssey Global Asset Management, LLC Palo Alto CA US 6.7 
Odyssey Wealth Management, LP Plano TX US 0.0 
Oechsle International Advisors, LLC Boston MA US 0.0 
Oechsle International Advisors, Ltd London UK 0.0 
OFC Financial Planning, LLC Short Hills NJ US 0.0 
Ofelia Capital LLC New York NY US 30.5 
Offit Capital Advisors New York NY US 0.0 
Offshore Investment Advisor 2.5 
OFG Financial Services, Inc. Topeka KS US 0.0 
OFI Institutional Asset Management, Inc. Bellefonte PA US 308.8 
OFI Institutional Asset Management, Inc. New York NY US 4926.1 
OFI Private Investments Inc New York NY US 0.0 
Oflaherty Investments LLC 0.0 
OFS Capital Management, LLC Rolling Meadows IL US 675.0 
Ogden Asset Management, LLC 5.5 
Ogden, David Doughty 45.3 
Ogilvie Capital, L.P. 0.0 
Ogilvie Security Advisors Corp Chicago IL US 48.7 
Ogorek Wealth Management, LLC Williamsville NY US 219.3 
Ogrizovich Financial Management, Inc. Orland Park IL US 0.0 
Ohanesian / Lecours, Inc. West Hartford CT US 359.9 
Oherron & Co Inc Raleigh NC US 12.1 
Ohiggins Asset Management Inc Miami Beach FL US 34.7 
Ohio National Investments Inc Montgomery OH US 6596.7 
Ojai Capital Management LLC 0.0 
OJM Group Cincinnati OH US 134.9 
Okabena Investment Services Inc Minneapolis MN US 1202.4 
Okeefe & Associates, P.C. Orland Park IL US 0.0 
Oklo Financial, LLC San Rafael CA US 69.4 
Okuno Associates, Inc. Pasadena CA US 0.0 
Olaf A. Hoff 0.0 
Old City Partners LLC 0.0 
Old Dominion Asset Management Inc. Midlothian VA US 7.6 
Old Dominion Capital Management Inc. Charlottesville VA US 275.2 
Old Field Advisors LLC Melville NY US 12.3 
Old Glory Asset Management LLC Malvern PA US 193.9 
Old Greenwich Capital Partners New York NY US 0.0 
Old Harbor Capital Management LLC Boston MA US 31.7 
Old Hill Partners Inc Darien CT US 670.0 
Old Iron Hill Capital Management, LLC New York NY US 122.0 
Old Lane, LP New York NY US 0.0 
Old Mill Capital, LLC San Antonio TX US 5.0 
Old Mission Investment Company, LLC Traverse City MI US 301.2 
Old Mutual Capital Denver CO US 2727.0 
Old North Advisors, LLC Boston MA US 194.8 
Old North State Trust, LLC Siler City NC US 49.1 
Old Oak Financial Planning, Inc. Brighton MI US 53.2 
Old Peak Finance Chapel Hill NC US 0.0 
Old Rock Asset Management LLC 58.5 
Old School Capital LLC Andover MA US 6.0 
Oldenburg & Kramer Investment Services LLC Burlington WI US 0.0 
Oldfather Financial Services LLC Kearney NE US 53.2 
Olesky Capital Management, LLC 9.9 
Olesuk Financial Services Mchenry IL US 1.8 
Olhoeft Financial, LLC 32.2 
Olimpio Neu & Associates, Inc. Dallas TX US 49.8 
Olive Tree Wealth Management, LLC Lincolnwood IL US 0.0 
Oliver Capital Management, Inc. Seattle WA US 105.0 
Oliver Financial Planning LLC Ann Arbor MI US 0.0 
Oliver Press Partners, LLC New York NY US 54.0 
Olivetti Capital Management, LLC 15.0 
Olivewood Capital LLC Austin TX US 0.0 
Olmsted Advisors, Inc. Newport Beach CA US 2.0 
Olsen & Thompson Investment Asvisory Services,LLC Morristown NJ US 21.2 
Olsen Associates Belton MO US 0.0 
Olsen Capital Management, LLC 0.0 
Olsen Financial Group, LLC 1.3 
Olson & Smith Financial LLC Fort Myers FL US 2.8 
Olson Advisory Group, LLC Sartell MN US 0.0 
Olson Asset Mgt., Inc. East Aurora NY US 3.5 
Olson Associates Roswell GA US 0.0 
Olson Economics, LLC 0.0 
Olson Financial Counsel LLC 0.5 
Olson Investment Advisors, LLC Seattle WA US 100.6 
Olson Management Newport Beach CA US 21.9 
Olson, Cross & Alamo Advisors LLC Brooklyn NY US 0.0 
Olson, Russell L. 0.0 
Olstein Capital Management, L.P. Purchase NY US 650.1 
Olympia American Management Company New York NY US 0.0 
Olympia Capital Management S.A. Paris FR 1752.0 
Olympia Capital Management S.A. Paris FR 1356.3 
Olympian Capital Management, LLC Fort Lauderdale FL US 8.0 
Olympian Investment Management, LLC Fort Lauderdale FL US 20.3 
Olympic Financial, LLC Carmel IN US 0.0 
Olympic Wealth Management LLC Bothell WA US 26.5 
Olympius Capital, L.P. Woodside CA US 161.2 
Olympus Advisers, LLC Palo Alto CA US 0.0 
Olympus Advisors L.L.C 1.1 
OM Investment Management, LLC Tampa FL US 0.0 
Omaha Capital Management, LLC San Francisco CA US 1.1 
OMC Financial Services Ltd Dewitt NY US 71.3 
Omega Advisors,Inc. New York NY US 5564.0 
Omega Capital Management, LLC Flanders NJ US 35.0 
Omega Financial Advisors Minnetonka MN US 0.0 
Omega Financial Advisors, LLC Hartford CT US 0.0 
Omega Financial and Insurance Services Kirkland WA US 20.2 
Omega Financial Group, Inc. Clearbrook MN US 0.0 
Omega Financial Network Inc. West Orange NJ US 21.5 
Omega Financial Services, Inc. 0.0 
Omega Securities, Inc. Fort Worth TX US 0.0 
Omega Wealth Management LLC Arlington VA US 60.7 
Omega Wealth Partners, Inc. Fort Worth TX US 84.3 
OMG Capital London UK 390.0 
Omicron Group, Ltd. 35.7 
Omni Investment Advisors Inc Draper UT US 65.0 
Omni Partners LLP London UK 260.0 
Omni Wealth Advisors, LLC Tampa FL US 43.1 
Omnia Advisers, LLC 0.0 
Omnicap Group LLC Hermosa Beach CA US 913.5 
Omniquest Capital, LLC Los Angeles CA US 67.0 
Omnium, LLC. Columbus IN US 0.0 
Omnivest Group LLC Princeton NJ US 186.0 
Omnivest Research Corporation Venice FL US 5.6 
Omniwealth Denver CO US 0.0 
OMT Capital Management, LLC San Francisco CA US 132.7 
on Course Financial Group, LLC Portland ME US 0.0 
on Course Financial Planning 18.0 
on Investment Management Co Cincinnati OH US 225.0 
on Keel Capital, LLC 4.6 
on Track Financial Planning, LLC. Venice FL US 3.2 
on Track Financial Services LLC Columbiana OH US 4.4 
One Advocate Group San Antonio TX US 0.0 
One Capital Management, LLC Woodland Hills CA US 387.3 
One Compass Advisors Jeffersonville IN US 1388.8 
One East Capital Advisors, LP New York NY US 840.5 
One on One Tax and Financial Consulting LLC Rockville MD US 0.0 
One Providence Capital Cary NC US 13.7 
One Stop Financial, Inc. Bakersfield CA US 0.0 
One William Street Capital Management, Lp. New York NY US 2762.8 
One World Ams, LLC Riverton WY US 1.6 
One:one Financial Services, LLC 12.0 
Oneamerica Securities, Inc. Indianapolis IN US 94.2 
Onecapital Management Partners, LLC New York NY US 167.0 
Onefiduciary Group, LLC Kennesaw GA US 0.0 
Onesti Investment Advisors 1.3 
Onevision Advisors, LLC Oakland CA US 10.2 
Oneworld Investments LP Boston MA US 230.0 
Onex Credit Partners, LLC Englewood Cliffs NJ US 1303.0 
Onpoint Financial Strategies LLC 0.0 
Onslow Capital Management Ltd London UK 205.0 
Onstott & Associates, Inc. Oklahoma City OK US 15.9 
Onthree Management, LLC Chicago IL US 19.5 
Onyx Capital Management, LLC New York NY US 40.0 
Onyx Financial Advisors, LLC Idaho Falls ID US 45.8 
Onyx Investment Advisors 25.0 
Onyx Investments, Inc. Chicago IL US 0.0 
Onyx Partners, Incorporated Las Vegas NV US 0.0 
Opcap Advisors LLC New York NY US 256.5 
Opco Distressed Advisors, LLC New York NY US 48.0 
Opcrest Investment Management, LLC Dallas TX US 0.3 
Open Asset Management Co. Cary NC US 0.0 
Open Circle Wealth Partners North Haven CT US 0.0 
Open Door Investment Advisors, Inc. 10.0 
Open Field Capital LLC New York NY US 91.8 
Open Group LLC 0.0 
Open Heart Financial, LLC 0.0 
Open Investing, Inc. Wakefield MA US 1.2 
Open Mind Investing Converse IN US 0.0 
Opes Advisors, Inc. Palo Alto CA US 173.0 
Opes Capital Management, LLC New York NY US 24.0 
Opes Cura Tiburon CA US 0.9 
Opes Cura Tiburon CA US 5.8 
Ophirian Financial Services, Inc. Pickens SC US 2.0 
Opine Financial Advisors Kansas City MO US 0.0 
Opis Advisors, Inc. Bell Canyon CA US 45.7 
Oppenheim Investment Advisors, Inc. 3.6 
Oppenheimer & Close, Inc. New York NY US 243.5 
Oppenheimer & Co. Inc. New York NY US 5578.8 
Oppenheimer Alternative Investment Management, LLC New York NY US 475.3 
Oppenheimer Asset Management New York NY US 8204.8 
Oppenheimer Capital LLC New York NY US 2370.0 
Oppenheimer Catalyst Management LP New York NY US 17.3 
Oppenheimer Investment Management LLC New York NY US 744.5 
Oppenheimer Real Asset Management Inc New York NY US 2851.1 
Oppenheimerfunds Inc New York NY US 182175.3 
Opportunity Financial Improvement Group, LLC Hanover MN US 0.0 
Opportunity Research Group, LLC Los Angeles CA US 10.3 
OPR Investment Services, LLC Crofton MD US 0.0 
OPS Capital LLC 0.0 
Opsis Advisory Group 6.7 
Opsis Capital Management LP Dallas TX US 48.0 
Optifolio 5.0 
Optim Investment Advisors, LLC 0.0 
Optima Asset Management Inc Dallas TX US 283.0 
Optima Capital Management Billings MT US 24.0 
Optima Capital Management, Inc. San Antonio TX US 163.8 
Optima Fund Management Limited Partnership Hamilton BM 1026.3 
Optima Fund Management LLC New York NY US 1341.9 
Optima Private Wealth Management, LLC Maitland FL US 0.0 
Optima Trade & Investments, LLC Wheeling WV US 0.0 
Optima Trading Partners, LLC 0.0 
Optimal Capital Advisors, LLC Traverse City MI US 0.0 
Optimal Fund Management Pty Limited Sydney AU 2400.0 
Optimal Portfolio, LLC Princeton NJ US 0.0 
Optimal Wealth & Investments, Inc. Naperville IL US 0.0 
Optimize Inc. New York NY US 0.0 
Optimum Asset Management, LLC Daphne AL US 0.0 
Optimum Capital Management, LLC 0.2 
Optimum Financial Planning 6.0 
Optimum Financial Services Inc Jackson MS US 114.3 
Optimum Growth Advisors,LLC N. Merrick NY US 0.0 
Optimum Investment Advisors, LLC Chicago IL US 3579.8 
Optimum Strategies LLC 0.0 
Optimum Strategy Group, LLC 0.0 
Optimum Wealth Management, LLC 0.7 
Optimus Advisory Group Irvine CA US 17.5 
Optimvest LLC Los Angeles CA US 0.4 
Option Specialists, Ltd. 0.0 
Options University Advisor, LLC Boca Raton FL US 0.0 
Optionvue Research, Inc. Libertyville IL US 0.0 
Optique Capital Management, Inc. Milwaukee WI US 802.4 
Optivest, Inc. Dana Point CA US 145.3 
Optsecurities, LLC Charlotte NC US 36.0 
Opulent Strategies, LLC 11.9 
Opus Capital Group, LLC Cincinnati OH US 1790.1 
Opus Financial Advisors, Inc. Statesville NC US 23.0 
Opus Financial LLC 0.0 
Opus Investment Advisors, LLC Manhattan Beach CA US 0.0 
Opus Investment Management, Inc. Worcester MA US 6710.7 
Opus Investments 13.6 
Opus Select Strategies, LLC Menlo Park CA US 0.0 
Opvest Wealth Management Irvine CA US 12.7 
Oracle Asset Advisors, L.P. 25.5 
Oracle Capital Management, LLC 1.1 
Oracle Financial Group 0.0 
Oracle Financial Services, LLC New York NY US 9.5 
Oracle Investment Research 45.0 
Orange Capital Management, Inc. Orange CA US 0.0 
Orange Capital, LLC New York NY US 513.0 
Orange County Investment Advisors 0.0 
Orange Grove Carlsbad CA US 0.0 
Orazio Financial Services Suffern NY US 0.0 
Orbimed Advisors LLC New York NY US 2320.0 
Orbimed Capital LLC New York NY US 1840.0 
Orca Asset Management LLC Greenwich CT US 2.3 
Orca Capital Management, L.L.C. Larkspur CA US 0.0 
Orca Investment Management, LLC Roseburg OR US 0.0 
Orchard Capital Management, LLC Greenwood Village CO US 0.0 
Orchard Lake Investment Management, LLC Keego Harbor MI US 0.0 
Orchard Park Capital, L.L.C. Princeton NJ US 8.4 
Orchestral Financial Group Inc. Amherst NY US 0.0 
Oread Advisors LLC Merriam KS US 0.0 
Oregon Financial Products & Services, LLC Portland OR US 6.7 
Oregon Pacific Financial Advisors Inc Medford OR US 41.0 
Oregon Trail Financial Services, Inc The Dalles OR US 0.0 
Orellano Capital Management Company 3.0 
Orend Investment Management, Inc. Youngstown OH US 1.8 
ORF Capital Management 1.7 
Orford Capital Management San Francisco CA US 64.2 
ORG Portfolio Management LLC Beachwood OH US 2405.3 
Organic Capital Management Inc Brooklyn NY US 0.6 
Orient Asset Management LLC 2.7 
Orienteer Financial, Inc. Essex MA US 25.0 
Origin Asset Management LLP London UK 3291.1 
Origin Capital Management LLC San Francisco CA US 108.0 
Origin Financial Group LLC Honolulu HI US 25.4 
Orinda Asset Management LLC Orinda CA US 0.3 
Orinda Pacific Investment Company, Inc. Lafayette CA US 0.0 
Orion Capital Management Inc Winnetka IL US 147.5 
Orion Capital Management L.L.C. New York NY US 40.7 
Orion Capital Management LLC Coronado CA US 28.5 
Orion Investment Co St Louis MO US 169.0 
Oristano Capital LLC Boston MA US 29.7 
Orizon Investment Counsel LLC Omaha NE US 298.4 
Orkin Financial Planning 0.0 
Orlando Investment Partners Winterpark FL US 8.0 
Orleans Capital Management Corp Mandeville LA US 1793.3 
ORR Financial Group Victoria TX US 3.2 
ORR Financial Planning, LLC Mclean VA US 16.1 
ORR Financial, LLC Tampa FL US 4.8 
Orr, Brad L. 6.1 
Orrell Capital Management Livermore CA US 240.0 
Orren Financial Services 15.9 
Orrgroup, LLC Orlando FL US 21.7 
Orser Investment Advisors, Inc. Houston TX US 20.5 
Orsus Investments, LLC San Diego CA US 0.2 
Ortelius Capital Partners New York NY US 185.6 
Ortner Capital Management Oberlin OH US 0.6 
Oryem, Edward Allister Sacramento CA US 0.0 
Osage Energy Partners, L.P. The Woodlands TX US 20.5 
Osbon Capital Management, LLC Boston MA US 42.4 
Osborn Financial Planning LLC 0.0 
Osborn Rohs Investment Counsel LLC 256.0 
Osborn Rohs Williams & Donohoe, LLC Cincinnati OH US 609.6 
Osborn Steele Wealth Management, LLC 15.0 
Osborn Wealth Management Laporte IN US 12.0 
Osborne Capital Management San Diego CA US 0.0 
Osborne Global Investors, Inc. Odessa MO US 8.5 
Osborne Investments, LLC 0.0 
Osborne Partners San Francisco CA US 0.0 
Osborne Planning San Diego CA US 0.8 
Oscar H. Will Insurance & Financial Services 0.0 
Osgood & Associates, P.C. Houston TX US 15.1 
Osher Capital Advisors, LLC 2.5 
Osher Van DE Voorde Investment Management Pasadena CA US 136.5 
Oshi Capital Management, LLC 0.0 
Osiwala & Associates Strategic Investment Services, Inc Macomb MI US 0.0 
Osprey Money Management, LLC Titusville FL US 0.0 
Osprey Partners Investment Management, LLC Shrewsbury NJ US 17.5 
Oster Asset Management, Inc. 2.8 
Osterweis Capital Management Inc San Francisco CA US 1896.5 
Osterweis Capital Management LLC San Francisco CA US 3680.0 
Ostrofe Financial Consultants Inc Grass Valley CA US 157.8 
Ostrom & Associates King of Prussia PA US 8.0 
Oswald Financial, Inc. Cleveland OH US 0.0 
OT Financial Advisors, LLC St.paul MN US 0.0 
Othello Capital GP LP Dallas TX US 0.4 
OTR Global LLC San Francisco CA US 0.0 
Ottaviano & Associates, LLC Voluntari, Jud. Ilfov RO 3.0 
Otter Creek Management, Inc. West Palm Beach FL US 443.2 
Otter Creek Partners 25.4 
Otto & Associates, Inc. Katonah NY US 88.2 
Otto Capital Management Scottsdale AZ US 30.0 
Ottoman Capital Shibuya-KU TO 35.0 
Outfitter Financial Corp. Mclean VA US 16.0 
Outlook Capital Management, LLC Arlington Heights IL US 35.3 
Outlook Financial Services Anchorage AK US 21.3 
Outrider Management, L.L.C. San Bruno CA US 220.0 
Overbrook Management Corporation New York NY US 486.5 
Overland Advisors, LLC San Francisco CA US 2201.0 
Overland and Shanahan San Diego CA US 0.0 
Overlook Advisors, LLC Woodstock NY US 0.0 
Overlook Investments L.P. Georgetown KY 1785.2 
Overlook Investments Limited Hong Kong HK 1785.2 
Overlooked Opportunities Green Valley AZ US 1.2 
Overstake Asset Management, LLC 1.4 
Overton Capital Management 0.2 
Overture Investments LLC Philadelphia PA US 0.0 
Owenoke Capital Management, LLC 6.0 
Owenoke Management, LLC Norwalk CT US 87.4 
Owens Financial Inc. 4.3 
Owens, David A. 0.0 
Owens, James Atlanta GA US 13.6 
Owl Creek Asset Management, L.P. New York NY US 6452.0 
Ownership Advisors, Inc. Cleveland OH US 0.0 
Oxbow Advisors, LLC Corpus Christi TX US 0.0 
Oxford Asset Management Oxford UK 1234.0 
Oxford Asset Management, LLC South Padre Island TX US 130.0 
Oxford Capital Groupe 6.2 
Oxford Capital Management Richm0nd VA US 23.5 
Oxford Financial Designs, Inc 0.1 
Oxford Financial Group, Ltd Carmel IN US 10440.6 
Oxford Investment Partners, LLC Phoenix AZ US 249.8 
Oxford Lane Management, LLC Greenwich CT US 34.8 
Oxford Private Investors LLC Boston MA US 0.0 
Oxford Real Estate Advisors Inc Pittsburgh PA US 0.0 
Oyster Point Asset Consulting, Inc. Newport News VA US 0.0 
OZ Management LP New York 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