Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Z & P Investment Services, LLC Irvine CA US 51.5 
Z Financial Planning LLC 3.5 
Zabriskie, Steven 30.0 
Zacharia Waxler Cpa P.C. Brooklyn NY US 0.0 
Zachary Investment Research & Management L.L.C. Miami Beach FL US 0.0 
Zacks Investment Management, Inc. Chicago IL US 1500.0 
Zagorski, Vincent William 0.0 
Zahnow Group, LLC Paradise Valley AZ US 0.0 
Zais Group Red Bank NJ US 6972.0 
Zak Investment Management Company, LLC Norfolk VA US 9.1 
Zaks Investment Advisory Services, LLC Chicago IL US 0.0 
Zales Investment Management, Inc 7.0 
Zappitelli Financial Services Concord OH US 0.0 
Zaverl & Associates, Inc. Peninsula OH US 0.0 
Zawitz Investment Management Co. 2.2 
Zazove Associates LLC Northbrook IL US 3780.9 
Zdenek Financial Planning, LLC Flemington NJ US 148.9 
Zealous Asset Management, LLC Los Angeles CA US 23.0 
Zebedee Capital Partners LLP London EN 259.0 
Zebra Advisors, L.L.C. Milford CT US 7.8 
Zebra Capital Management, L.L.C. Milford CT US 332.8 
Zebra Fund Advisors, LLC Milford CT US 7.1 
Zebra Investment Advisors LLC Arlington VA US 0.0 
Zed Investment Company St.louis MO US 0.0 
Zee Financial Consulting, Inc. 0.1 
Zehnder Wealth Management, LLC St. Cloud FL US 6.3 
Zekaria Partners, LLC New York NY US 50.0 
Zeke Capital Advisors, LLC Berwyn PA US 826.0 
Zelek & Associates Moultonborough NH US 0.0 
Zeller Kern Private Wealth Management, Inc. Gold River CA US 0.0 
Zemenick & Walker Inc St Louis MO US 976.8 
Zenith Capital Investment Advisors, LLC Coral Gables FL US 20.0 
Zenith Enterprises Inc. Santa Barbara CA US 0.0 
Zenith Investments 7.0 
Zenna Financial Services, LLC Chicago IL US 0.0 
Zenway.com Inc. New York NY US 0.3 
Zepeda Asset Management Los Angeles CA US 0.0 
Zephyr Financial Services LLC Houston TX US 0.0 
Zephyr Investment Management Westlake Village CA US 27.7 
Zephyr Management, L.P. New York NY US 415.1 
Zerini Equities Inc. 1.1 
Zerke Advisors, Inc. Houston TX US 25.6 
Zermatt Capital Management 20.0 
Zerocelsius Wealth Studio, Inc. New London NH US 22.7 
Zerrine Investment Management Glen Cove NY US 0.0 
Zesiger Capital Group LLC New York NY US 462.6 
Zeus Capital, LLC Grand Forks ND US 0.0 
Zevenbergen Capital Investments LLC Seattle WA US 1446.2 
Zha Capital Management, LLC 0.0 
Zidel Financial Inc. Palm Beach Gardens FL US 0.0 
Ziegler Capital Management, LLC Chicago IL US 2791.5 
Zierk Capital Management, LLC 0.0 
Zigzag Investments LLC 0.0 
Zik, LLC 0.5 
Zimbalist Global Management, LLC EL Segundo CA US 0.2 
Ziment Financial Advisors, Inc. Princeton NJ US 27.1 
Zimmerman & Armstrong Investment Advisors Normal IL US 7.9 
Zimmerman Capital Management Salem OH US 22.0 
Zimmerman Financial Group Apple Valley MN US 0.0 
Zimmerman Wealth Management, LLC Evanston IL US 100.3 
Zimmermann Alan L New York NY US 76.0 
Zin Investment Services Seabrook TX US 0.0 
Zirkin Cutler Investments Inc Bethesda MD US 1728.4 
Ziskin Asset Management Inc Mesa AZ US 0.3 
Ziton, Roger Kissimmee FL US 1.3 
Zpr Investment Management Inc Orange City FL US 45.0 
Zrc Financial Services, LLC Santa Rosa CA US 44.2 
Zuckerman Management Associates, Inc. Miami Beach FL US 2.5 
Zuiss Financial Planning 0.0 
Zulauf Asset Management AG Zug CH 525.0 
Zunic Advisory Services 8.3 
Zupan, Katherine A. A. 0.0 
Zurc Investments, LLC 0.0 
Zurcrowner Albany OR US 2.4 
Zurich Awes Wealth Management, Inc. Plymouth MN US 0.0 
Zweig Advisers LLC New York NY US 677.2 
Zweig Consulting LLC New York NY US 0.0 
Zwj Investment Counsel Inc Atlanta GA US 769.1 
Zwmc Iv, L.L.C. Salt Lake City UT US 9.5 
Zwmc, L.L.C. Salt Lake City UT US 25.9 
Zykofsky, Stephen Mark MA US 5.3 
Zynergy Financial Planning, LLC Redbank NJ US 3.0 
           
 
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.
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