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) 
W & S Management Services, Inc. Rochester NY US 29.0 
W David Coffman, Cpa, Cfp Austin TX US 0.0 
W J Moore Registered Investment Advisery Services, LLC 3.7 
W&C Advisory Group, LLC Irvine CA US 0.0 
W. Clay Allen 17.5 
W. Elizabeth Watts, Cpa 0.0 
W. H. Reaves & Co., Inc. Jersey City NJ US 1859.6 
W.A. Entwistle and Associates Wakefield RI US 37.1 
W.A. Wimberly & Associates, Inc. Jackson MS US 13.5 
W.E. Donoghue & Co., Inc. Norwood MA US 240.0 
W.E. Griffith & Associates, LLC Washington PA US 1.0 
W.E. Nightingale & Co., Inc. 5.1 
W.H. Colson & Associates, Inc. Greenville NC US 4.5 
W.H. Cornerstone Investments, LLC 17.7 
W.H. Mcdonald, LLC 0.0 
W.J. Christie International Planning Corp. Melville NY US 0.0 
W.J. Schade Financial Services, LLC 0.4 
W.K. Cooper II Asset Management Corporation Champaign IL US 14.1 
W.L. Achenbach & Associates, Inc. St Charles IL US 400.0 
W.M.F. Hoeschele & Associates 0.0 
W.P. Byrnes Group, Inc. Englewood NJ US 0.0 
W.P. Stewart & Co., Ltd. Hamilton BM 1400.7 
W.P. Stewart Asset Management Ltd. Hamilton BM 393.2 
W.R. Fuquay & Company St. Louis MO US 1.7 
W.R. Hambrecht + Co., LLC San Francisco CA US 0.3 
W.R. Huff Asset Management Co., L.L.C. Morristown NJ US 2150.6 
W.R. Sykes & Associates Mount Pocono PA US 0.0 
W.R. Taylor & Company, LLC Montgomery AL US 12.3 
W.R.T. Smith & Co. Wilmette IL US 29.3 
W.T. Fyler, Jr./ephesus, Inc. 7.5 
W.wall and Company, Inc. Asheville NC US 32.7 
W3 Wealth Advisors, LLC Akron OH US 0.0 
W4 Financial Advisors, Inc. Scottsdale AZ US 0.0 
Wabash Capital, Inc. Terre Haute IN US 74.5 
Wachovia Alternative Strategies, Inc. Charlotte NC US 2128.4 
Wachovia Global Securities Lending Los Angeles CA US 56889.0 
Wachovia Securities Financial Network, LLC St. Louis MO US 8447.8 
Wachusett Financial Management Princeton MA US 4.9 
Wada Capital Management, LLC EL Cerrito CA US 5.2 
Waddell & Associates Inc Memphis TN US 337.9 
Waddell & Reed Investment Management Co Overland Park KS US 27260.3 
Waddell & Reed, Inc. Overland Park KS US 179.2 
Wade Baker, Inc. 0.0 
Wade Financial Advisory, Inc. Campbell CA US 0.0 
Wade Financial Group Inc Minneapolis MN US 211.8 
Wafra Investment Advisory Group, Inc. New York NY US 5611.8 
Wagener-Lee Wealth Advisors Columbia MD US 0.0 
Wagner Capital Management Corp Baltimore MD US 271.1 
Wagner Investment Management Inc. Denver CO US 756.5 
Wagner Wealth Management, LLC Denver CO US 166.0 
Wagner, Loftin Investment Services Pleasant Hill CA US 73.7 
Wahl, Arthur Edward 0.8 
Wahrenbrock Captial Management Bakersfield CA US 11.5 
Wainwright Investment Counsel LLC Boston MA US 2720.0 
Wake Asset Management S.A. Geneva CH 225.0 
Wakefield Asset Management, Inc. Greenwood Village CO US 66.9 
Wakefield Asset Management, Lllp Greenwood Village CO US 58.1 
Wakefield Financial Planning, LLC 4.0 
Wakley & Roberton Inc Bellevue WA US 77.9 
Walbert Capital Management, LLC New Canaan CT US 15.2 
Walbridge Capital Advisors LLC 2.1 
Walden Capital Advisors, LLC Bala Cynwyd PA US 67.2 
Waldman Financial Advisers Vienna VA US 58.0 
Waldron Wealth Management Bridgeville PA US 0.0 
Walen Financial Group Toledo OH US 0.0 
Wales Investments Inc San Jose CA US 30.4 
Walker & Associates 13.0 
Walker Capital Advisory Services, Inc. Norcross GA US 60.0 
Walker Financial Advisors Inc Mission Viejo CA US 58.4 
Walker Wealth Management, LLC 0.0 
Walkey Financial Services Needham Heights MA US 0.0 
Wall & Associates Carol Stream IL US 496.8 
Wall and Company 0.5 
Wall Financial Consultants LLC Neptune NJ US 0.0 
Wall Financial Group, LLC Redmond WA US 0.0 
Wall Foss Advisors, Inc. Lakeland FL US 83.5 
Wall Investment Group, Inc. Orland Park IL US 25.6 
Wall St Investment LP New York NY US 0.8 
Wall Street Access Advanced Strategies, LLC New York NY US 77.9 
Wall Street Advisors L.L.C. 0.0 
Wall Street Asset Management, LLC Rockville MD US 1.1 
Wall Street Associates LA Jolla CA US 1096.0 
Wall Street Capital Advisors, LLC. St. Louis MO US 0.0 
Wall Street Financial Group, Inc Fairport NY US 177.2 
Wall Street Financial Group, Inc. Carlinville IL US 17.5 
Wall Street Financial Planners, Inc. 4.5 
Wall Street Investment Management, LLC 13.0 
Wall Street Management Corporation New York NY US 10.6 
Wall Street Money Management Group, Inc. Boca Raton FL US 21.4 
Wall Street Online 0.0 
Wall Street Resource, LLC 2.0 
Wallace & Associates Financial Services Concord NH US 0.0 
Wallace Capital Management, Inc. Dallas TX US 60.0 
Wallach Planning & Investments 1.5 
Wallender, Timothy Joseph 15.9 
Waller & Wax Advisors, Inc. Tampa FL US 0.0 
Waller Financial Planning Group Inc Columbus OH US 174.4 
Wallington Asset Management Indianapolis IN US 306.9 
Wallis, Scott A 0.0 
Wallkill Valley Financial Advisors Wallkill NY US 2.2 
Walloch Capital Advisors 0.0 
Walls Investment Management Company Bluffton SC US 40.0 
Wallstreete Investment Advisors Coral Gables FL US 0.1 
Wallstreeti.com New York NY US 15.4 
Walnut Asset Management LLC Philadelphia PA US 579.4 
Walnut Investment Services LLC Brooklyn NY US 14.0 
Walnut Street Securities, Inc. New York NY US 487.6 
Walpole Financial Advisors, LLC Goleta CA US 18.9 
Walrus Partners, LLC Golden Valley MN US 62.9 
Walsh & Associates, Ltd. Dekalb IL US 0.0 
Walsh Financial Planning, LLC 0.0 
Walsh Financial Services 17.2 
Walsh Financial Solutions, LLC Lakewood CO US 0.0 
Walsky Investment Management Inc Wyomissing PA US 46.6 
Walson & Associates Inc Costa Mesa CA US 53.4 
Walstad Investment Counsel, Inc. Santa Barbara CA US 39.2 
Walston Investment Management 23.6 
Walsvick & Scarbrough Investment Advisors, LLC Santa Rosa CA US 0.0 
Walt St Wsim Ltd Stow OH US 37.8 
Walter & Keenan Finanical Consulting Co Niles MI US 214.3 
Walter & Shuffain Financial Services, LLC Boston MA US 0.0 
Walter J. Reyna, Inc. Mcallen TX US 26.9 
Walter Scott & Partners Limited Edinburgh UK 20904.3 
Walterman Financial Management, LLC Atlanta GA US 15.5 
Walton & Company, Cpas, Pllc Boca Raton FL US 14.0 
Walton Street Capital, L.L.C. Chicago IL US 1957.2 
Wama Actuarial & Consulting, LLC 0.0 
Wamberg Asset Management, LLC Chicago IL US 0.0 
Wambia Capital Management, LLC 10.2 
Wamu Investments, Inc. Irvine CA US 40.3 
Wanda Neislar, Cpa, Cfp LLC 1.8 
Wanger Financial Planning 0.0 
Wank & Liptzin Advisory Services LLC Mineola NY US 0.0 
Wanner & Associates 0.5 
Wapg, LLC Centennial CO US 0.0 
Warburton Capital Management, LLC Tulsa OK US 22.4 
Ward & Associates Rancho Santa Fe CA US 134.9 
Ward & Company Anoka MN US 23.4 
Ward Capital Management, Inc. 7.5 
Ward Ferry Management (Bvi) Limited Hong Kong HK 972.5 
Ward Ferry Management Limited Hong Kong HK 959.7 
Ward Financial Waltham MA US 2.8 
Ward Financial Advisors, Ltd. Columbia SC US 59.6 
Ward Wealth Management Services, Inc. Stillwater OK US 26.1 
Warfield Associates, Inc. New York NY US 77.7 
Warga Asset Management Bellevue WA US 41.2 
Warisan Capital LLC Westport CT US 24.6 
Warner Financial Group, Inc. Plano TX US 0.0 
Warner Financial Services, L.L.C. Woodstown NJ US 1.3 
Warner Financial, Inc Bethesda MD US 77.7 
Warner Group, Inc. Waterloo IA US 4.2 
Warnke/Nichols Ltd. Hales Corners WI US 64.5 
Warren & Brannen Company Bainbridge GA US 7.3 
Warren C. Katz and Associates Salem MA US 0.0 
Warren Capital Group Chevy Chase MD US 37.1 
Warren Capital, Corp. Tulsa OK US 0.0 
Warren Financial Group, Inc Kansas City MO US 27.2 
Warren Financial Service Exton PA US 28.0 
Warren Financial Services, Inc. Snohomish WA US 0.0 
Warren Financial Services, LLC Corpus Christi TX US 0.0 
Warren Ward Associates, Financial Planning Columbus IN US 9.0 
Warren Wealth Advisers, LLC Riverside CT US 4.3 
Warren, Averett, Kimbrough and Marino Wealth Management, LLC Birmingham AL US 378.3 
Warrington Partners, LLC Pepper Pike OH US 5.4 
Warshaw Investment Services Sonoma CA US 53.5 
Warsitz Associates Inc. Williamsville NY US 18.9 
Warther Consulting Akron OH US 3.3 
Warwick Partners Bryan TX US 278.0 
Wasatch Advisors Inc Salt Lake City UT US 4535.0 
Wasatch Management Partners, L.L.C. Salt Lake City UT US 78.8 
Wasatch New Mexico Management Partners, LLC Salt Lake City UT US 9.4 
Wasden Wealth Planning and Management 0.0 
Washburn Capital Management Inc. Vero Beach FL US 43.0 
Washburn Financial Group, LLC Concord NH US 6.7 
Washburne Capital Management LLC New York NY US 106.0 
Washington Asset Advisors, LLC Rockville MD US 0.0 
Washington Capital Management Inc Seattle WA US 2963.6 
Washington Corner Capital Management, LP Florham Park NJ US 98.7 
Washington Financial Group Osterville MA US 0.0 
Washington Financial Group, Inc. 0.0 
Washington Income Advisors Chevy Chase MD US 0.0 
Washington Investment Management Co. 2.5 
Washington Investment Network Bethesda MD US 0.0 
Washington Street Investments, LLC 6.6 
Washington, William West Palm Beach FL US 0.0 
Wasi San Francisco CA US 36.5 
Wasmer Schroeder & Co Inc Naples FL US 2469.9 
Wasmer, Schroeder & Company, LLC Cleveland OH US 566.0 
Wasserman Wealth Management, LLC Farmington Hills MI US 52.0 
Wasson Retirement Services, LLC Rohnert Park CA US 0.0 
Watauga Equity Management 1.4 
Watch Hill Capital LLC 27.8 
Watchmaker Advisors, LLC Overland Park KS US 11.4 
Watchtower Capital Management LLC San Francisco CA US 53.6 
Water Island Capital, LLC New York NY US 194.8 
Water Street Advisers, Inc. 0.0 
Water Valley Investment Advisors, Inc. 24.0 
Waterbury and Associates Cincinnati OH US 24.9 
Waterfall Asset Management, LLC New York NY US 1194.9 
Waterfall Investments Inc. Toronto, Ontario CA 123.2 
Waterford Advisors, LLC Williamsville NY US 54.6 
Waterford Capital Investment Advisory Services LLC Dallas TX US 7.0 
Waterford Financial Management, LLC 4.2 
Waterford Investor Services, Inc. Clearwater FL US 1.0 
Waterford Wealth Management, LLC San Antonio TX US 0.0 
Waterfront Financial Services, Inc Neptune NJ US 0.9 
Waterhouse L M & Co Inc Tarrytown NY US 147.5 
Waterline Consulting, LLC Los Angeles CA US 0.0 
Waterline Partners, LLC Los Angeles CA US 443.2 
Watermark Asset Management, Inc. Danville CA US 98.4 
Watermark Group Princeton NJ US 884.3 
Watermark Partners LLC Sauslito CA US 11.1 
Watermark Wealth Management, LLC Indianapolis IN US 15.1 
Watermill Advisory Services, Inc. Wakefield MA US 0.0 
Waters Capital Advisers, LLC Denver CO US 19.0 
Waters Financial Planning, LLC 0.0 
Waters, Parkerson & Co., LLC New Orleans LA US 796.8 
Watershed Asset Management, L.L.C. San Francisco CA US 1404.9 
Watershed Financial Strategies San Diego CA US 0.0 
Watershed Investment Consultants Inc Greenwood Village CO US 0.0 
Waterstone Capital Management, L.P. Plymouth MN US 657.2 
Waterstone Financial Group, Inc. Itasca IL US 398.0 
Waterstone Wealth Advisors, LLC Somerset NJ US 52.9 
Waterstreet Investment Consultants, LLC Austin TX US 2.2 
Waterville Investments, Inc. New York NY US 23.1 
Watkins Financial Limited Shawnee Mission KS US 15.0 
Watkins, Martin 0.0 
Watson Capital Management, Inc. 34.5 
Watson Capital Partners, L.L.C. Palo Alto CA US 106.0 
Watson Investment Carmel CA US 4.0 
Watson Wyatt Investment Consulting Inc Arlington VA US 0.0 
Watters Financial Services, LLC Paramus NJ US 36.3 
Watts Gwilliam & Company, LLC Gilbert AZ US 88.4 
Waukesha Investment Service, Inc. Waukesha WI US 0.1 
Wave Financial Planning Solutions 0.0 
Wave Wealth Management LLC Laguna Beach CA US 34.6 
Waveland Capital Partners LLC Irvine CA US 0.0 
Waxman & Waxman P.A. Pompano Beach FL US 11.6 
Way Financial Group, Inc. Kennesaw GA US 0.0 
Waycross Investment Management Co Bellingham WA US 57.4 
Wayland Capital Management LLC 12.3 
Waymark Capital, LLC Denver CO US 0.0 
Wayne D. Minich & Company, Inc. Richfield OH US 0.0 
Wayne E. Sprenger, Financial Planning Colorado Springs CO US 0.0 
Wayne Gilbert & Company 8.0 
Wayne Hummer Asset Management Company Chicago IL US 777.3 
Wayne Hummer Investments L.L.C. Chicago IL US 183.3 
Wayne Warner & Associates Fallbrook CA US 0.0 
Waynefirebaugh, Inc. Roanoke VA US 21.9 
Waypoint Advisors, LLC Norfolk VA US 393.7 
Wayzata Capital Management, Inc. St. Louis Park MN US 21.0 
Wayzata Investment Partners LLC Wayzata MN US 5482.7 
WB Capital Management Inc. West Des Moines IA US 4333.2 
WB Financial Services LLC Woodland Hills CA US 0.0 
Wbb Securities, LLC San Diego CA US 18.6 
Wbi Investments Little Silver NJ US 258.2 
WC Capital Management, LLC Greenbrae CA US 108.8 
WC Johns Financial Planning 0.0 
Wcm Capital, Inc. Los Angeles CA US 23.5 
Wcm Investment Management Laguna Beach CA US 1273.5 
Wcm, Inc. Madison WI US 250.2 
Wcmi Minneapolis MN US 62.7 
WD Financial Services, LLC Edina MN US 23.5 
           
 
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