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) 
Y. Chang & Associates 0.0 
Y/Cap Management, LLC New York NY US 71.2 
Yacktman Asset Management Co Austin TX US 6730.8 
Yacktman Capital Group, LLC 45.1 
Yahn Financial Planning 0.0 
Yale Capital Corp. St. Petersburg FL US 615.5 
Yams, LLC Raleigh NC US 0.0 
Yanikoski, Charles S. 0.0 
Yankee Advisers LLC Waltham MA US 32.3 
Yankee Hill Capital Management,LLC 3.1 
Yanni & Associates Investment Advisors, LLC Wexford PA US 33.0 
Yanni Partners, Inc. Pittsburgh PA US 0.0 
Yardley Wealth Management LLC 32.1 
Yarn & Company, Inc. Owings Mills MD US 1.0 
Yarrington Management Company Westborough MA US 2.1 
Yatalie Capital Charlotte NC US 0.0 
Yates Financial Group Inc. Colorado Springs CO US 0.0 
Yavapai Financial Planning, L.L.C. Prescott AZ US 15.6 
YBI Trusted Financial Advisors, Inc. 0.0 
Ycmnet Advisors Walnut Creek CA US 1002.7 
Ydream Financial Services, Inc. 4.5 
Yegen Financial Group, Ltd 0.0 
Yelenna Rondon, Cfa Burlington MA US 0.0 
Yellow Brick Road LLC 0.6 
Yellowbrickroad Financial Advisors, LLC San Francisco CA US 199.0 
Yellowstone Capital Management, LLC Newport Beach CA US 0.0 
Yellowstone Financial, Inc. Boulder CO US 0.0 
Yellowstone Investment Planners, Inc. 6.2 
Yellowstone Partners Idaho Falls ID US 387.9 
Yellowwood Financial Advisors, Inc. Gaithersburg MD US 108.3 
Yentis & Associates Inc FT Wayne IN US 0.0 
Yerba Buena Group, LLC San Francisco CA US 5.0 
Yerkes Financial Advisors, Inc. Cincinnati OH US 45.9 
Yeske & Co Inc San Francisco CA US 194.5 
Yeske Buie Inc. Vienna VA US 325.8 
YFE Investor Coach 0.0 
YG Capital Management, LLC Champaign IL US 4.5 
YH&C Investments Inc. Las Vegas NV US 3.6 
YHB Investment Advisors Inc West Hartford CT US 733.9 
YHB Pension Investment Services, LLC Farmington CT US 110.8 
YHB Retirement Services, LLC West Hartford CT US 53.1 
Yield Advisory Lindsay TX US 14.0 
Yieldquest Advisors, LLC Atlanta GA US 55.0 
Yieldsafe Investments San Francisco CA US 0.1 
YIM Investment Management, LLC Honolulu HI US 143.0 
Ymsr Advisors, Inc. Philadelphia PA US 46.1 
Yogi Advisors, LLC Washington DC US 5.8 
Yolles, Toal & Post - Diversified Portfolios, Inc. Bloomfield Hills MI US 375.0 
Yolles-Samrah Wealth Management, LLC Bloomfield Hills MI US 165.8 
YON Drake & Associates Inc Columbia SC US 0.0 
Yonsei Capital Management, LLC 0.0 
Yoon Capital Management 0.4 
York Asset Management Inc. New York NY US 65.5 
York Capital Management New York NY US 17100.0 
York Capital Management New York NY US 470.0 
York Capital Management New York NY US 12500.0 
York Capital Management, LLC Denver CO US 17.5 
York Street Capital Advisors 8.2 
Yorktown Management and Research Co Inc Lynchburg VA US 243.7 
Yorkville Capital Management LLC New York NY US 0.0 
Yorkville Management Co. 2.3 
Yosemite Asset Management, LLC San Luis Obispo CA US 3.0 
Yosemite Capital Management Tustin CA US 175.3 
Yoss Kravatz & Associates Ltd New York NY US 0.0 
Yost Capital Management, L.L.C. Fort Worth TX US 57.6 
Youmans, Richard Young Bainbridge GA US 0.0 
Young Capital Growth Company, LLC 5.0 
Young Capital Management Inc Fountain Hills AZ US 40.0 
Young Capital Management LLC 3.6 
Young Capital Management, Inc. 1.5 
Young Equity Services, Inc 7.1 
Young Financial & Insurance Services San Francisco CA US 0.7 
Young Investment Advisors, Inc Atlanta GA US 0.0 
Young Investment Research Group 0.0 
Young Pensions, LLC 0.0 
Young Richard C & Co Ltd Newport RI US 802.0 
Young Wealth Management Davis CA US 0.0 
Young, Stovall & Company Miami FL US 0.0 
Youngblood Financial Inc. Chicago IL US 0.0 
Youngs Advisory Group, Inc. Bethlehem PA US 216.8 
Younker Phil A & Associates Ltd Fairbanks AK US 0.0 
Your CFO, LLC 0.4 
Your Choice Financial, LLC 0.0 
Your Coach For Financial Harmony, LLC 1.8 
Your Financial Coach, Inc. Mt. Clemens MI US 0.0 
Your Investment Coach 3.1 
Your Money Coach Financial Services 0.0 
Your Money Matters Wealth Management, LLC Sayre PA US 0.0 
Your Personal Money Manager 0.0 
Your Retirement Coach, Inc. Marietta GA US 64.2 
Your Source Financial Scottsdale AZ US 115.0 
Your401kadvice.com Boulder CO US 0.0 
YQA Capital Management, LLC Wheaton IL US 8.2 
YSO Capital Management LLC Burlingame CA US 10.1 
YU Investment Management 11.6 
Yube Wealth Management Cupertino CA US 0.3 
Yuengling Asset Management 28.9 
Yukon Wealth Management, Inc. Overland Park KS US 55.0 
Yuming Wu, Cpa 0.0 
Yurgec Financial Services 0.0 
YWL Financial Consultants, LLC Denver CO US 13.1 
YX Funds Ltd Dallas TX US 96.0 
           
 
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