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.
Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Boa, LLC Mansfield OH US 11.6 
Boardage Capital Management, LLC Dallas TX US 0.0 
Boardman Bay Capital Management LLC New York NY US 63.1 
Boardwalk Capital Management, Inc. 10.0 
Boardwalk Financial Strategies LLC Delafield WI US 40.3 
Boatman Wealth Management, LLC Monessen PA US 0.0 
Boavista Capital Management LLC 0.2 
Bob Decker & Associates, LLC St. Petersburg FL US 5.9 
Bob Goldman Financial Planning Sausalito CA US 0.0 
Bocage Capital, LLC San Francisco CA US 698.9 
Bock Evans Financial Counsel, Limited. 4.2 
Boda Financial Group,Inc Flower Mound TX US 0.0 
Bodell Overcash Anderson & Co., Inc. Jamestown NY US 24.5 
Bodhi Tree Capital Management, LLC 17.6 
Bodin Financial Group, LLC Miami FL US 0.0 
Bodnar Financial Advisors, Inc. Florham Park NJ US 0.0 
Bogan Associates, LLC 0.0 
Bogart Wealth, LLC Mclean VA US 494.5 
Bogdanovich Wealth Management Pllc Edmonds WA US 150.9 
Bogle Investment Management, L.P. Newton Lower Falls MA US 3512.5 
Bogle Wealth Management Yarmouth Port MA US 1.0 
Bogue Asset Management LLC 34.7 
Bohlen, Chapman & Associates, Inc. 2.6 
Bok Financial Advisors Tulsa OK US 648.0 
Bok Financial Asset Management, Inc. Houston TX US 1329.0 
Bolar, Hirsch & Jennings Advisors LLC Irvine CA US 0.0 
Bold Management Partners, LLC Santa Monica CA US 0.0 
Bolder, Arthur 9.7 
Boldstart Ventures Management LLC New York NY US 0.0 
Bolgiano Capital Management Midlothian TX US 5.3 
Bolin Wealth Management, LLC 0.6 
Bollin Wealth Management, LLC Maumee OH US 21.0 
Bollinger Capital Mangement, Inc. Redondo Beach CA US 13.4 
Bollinger Financial Advisory, Inc. Stillwater OK US 0.0 
Bolmgren Retireplan, Inc. Chicago IL US 30.8 
Bolt Boston MA US 0.0 
Bolt Innovation Management Boston MA US 0.0 
Bolter & Company, LLC Garden City NY US 56.3 
Bolthouse Investment Management Service Bakersfield CA US 369.5 
Bolton Global Asset Management Bolton MA US 1491.4 
Bolton Partners Investment Consulting Group, Inc. Baltimore MD US 9.9 
Boltwood Capital Management Walnut Creek CA US 207.7 
Bomgaars Investments, LLC 0.6 
Bomoseen Asset Managers, LLC 0.4 
Bon Investments, LLC 12.8 
Bona Fide Finance 0.0 
Bonadio Capital Advisors, LLC Pittsford NY US 0.0 
Bonadio Wealth Advisors, LLC Albany NY US 0.0 
Bonanza Fund Management, Inc. Dallas TX US 13.0 
Bonaventure Capital, LLC Birmingham AL US 244.5 
Bonaventure Managers LLC New York NY US 0.0 
Bond & Devick Wealth Partners Saint Louis Park MN US 286.8 
Bond Street Management LLC Guaynabo PR US 153.0 
Bond Tech Inc 265.6 
Bond Wealth Advisors 0.0 
Bondhawk Iii Advisors, LLC Minneapolis MN US 0.0 
Bondurant Management, LLC New York City NY US 0.0 
Bondwire Fort Lauderdale FL US 35.8 
Bonfire Financial, LLC Colorado Springs CO US 67.6 
Boniface Portfolio Consulting, Inc. 26.0 
Bonifacio & Company, LLC Saint Louis MO US 0.0 
Bonnema Wealth Management LLC Scottsdale AZ US 88.0 
Bonner & Smith, LLC Lubbock TX US 128.0 
Bonneville Multi-family Office 5.5 
Bontempo Ohly Capital Management, LLC Bethesda MD US 231.5 
Bonwell Capital Management, LLC Richmond VA US 62.0 
Bookbinder & Associates, LLC. New Orleans LA US 0.0 
Boomtown Boulder CO US 0.0 
Boon Capital Advisors LLC Northbrook IL US 74.9 
Boon Investment Group, Inc. Austin TX US 0.0 
Boon Investments, Inc. Annandale NJ US 0.0 
Boone Wealth Advisors, LLC Bellevue WA US 146.2 
Booth Asset Management, LLC 6.1 
Booth Creek Capital Management LP Avon CO US 85.0 
Booth-laird Capital Management, LLC 7.2 
Boothbay Fund Management New York NY US 867.6 
Bootstrap Capital LLC 5.6 
Bordeaux Wealth Advisors Menlo Park CA US 1939.9 
Borden Portfolio Management 4.3 
Boreal Asset Management, LLC 1.7 
Borealis Global Advisory Blythewood SC US 0.2 
borealis Infrastructure & borealis New York NY US 11684.4 
Borealis Ventures Hanover NH US 0.0 
Borek Financial Management San Francisco CA US 40.8 
Borer Denton & Associates, Inc. Blue Bell PA US 185.0 
Borrero Investment Management, LLC 9.3 
Borris Nii & Company, Inc. Beverly Hills CA US 108.2 
Borrowdale Financial Planning, LLC 0.0 
Bortel Investment Management, LLC Gig Harbor WA US 26.0 
Borthwick Associates, Inc. Burr Ridge IL US 56.8 
Bortolussi Wealth Management, Inc. 15.2 
Boselah Investments Exeter NH US 24.3 
Bosera Asset Management International Co., Limited Hong Kong HK 3164.0 
Boskia Wealth Management & Advisory Service, LLC. Marietta GA US 0.0 
Boston Advisors, LLC Boston MA US 4756.0 
Boston Asset Management, Inc. Clearwater FL US 92.2 
Boston Common Asset Management, LLC Boston MA US 2152.9 
Boston Family Office LLC Boston MA US 1110.0 
Boston Fides Financial, Inc. 2.0 
Boston Financial Management LLC Boston MA US 1944.9 
Boston Global Ventures Boston MA US 0.0 
Boston Harbor Investment Management Bedford MA US 8.7 
Boston Harbor Wealth Advisors, LLC Acton MA US 128.3 
Boston Hill Advisors, LLC North Andover MA US 528.4 
Boston Investment Trust Management, Inc. Westwood MA US 0.0 
Boston Light Advisors, LLC Scottsville VA US 0.0 
Boston Management And Research Boston MA US 76853.5 
Boston Millennia Partners Boston MA US 0.0 
Boston Mountain Money Management, Inc. Rogers AR US 30.2 
Boston Partners New York NY US 87767.3 
Boston Portfolio Advisers Boston MA US 33.7 
Boston Private Wealth Boston MA US 6742.1 
Boston Research And Management, Inc. Manchester MA US 319.8 
Boston Retirement Advisors,LLC Dedham MA US 86.7 
Boston Seed Capital Management, LLC. Wellesley Hills MA US 0.0 
Boston Standard Wealth Management, LLC Winchester MA US 136.7 
Boston Trust Investment Management, Inc. Boston MA US 1783.7 
Bostonnorth Financial Service, Inc. 0.0 
Bostonpremier Wealth Quincy MA US 0.0 
Bostwick Capital LLC New York NY US 337.9 
Bosvalen Asset Management Limited Hong Kong HK 0.0 
Bosworth Financial Service, LLC 10.0 
Botamer Financial 3.7 
Bott-anderson Partners, Inc Jacksonville FL US 1719.0 
Bottemiller Planning 0.0 
Bouchey Financial Group Limited Troy NY US 340.8 
Boulay Financial Advisors, LLC Minneapolis MN US 590.0 
Boulder Asset Management Englewood CO US 407.9 
Boulder Food Group, LLC Boulder CO US 0.0 
Boulder Global Capital, LLC Boulder CO US 6.0 
Boulder Investment Group Overland Park KS US 130.2 
Boulder Ventures Boulder CO US 0.0 
Boulderado Group, LLC Boston MA US 0.0 
Boulegeris Investments, Inc. Atlanta GA US 189.6 
Boulevard Eden Prairie MN US 36.5 
Boulevard Capital Management LLC Los Angeles CA US 0.0 
Boulevard Family Wealth Beverly Hills CA US 170.0 
Boundary Street Partners LP Chapel Hill NC US 55.5 
Bounds & Company, LLC 7.1 
Bounty Management Corporation Boston MA US 47.1 
Bour Group 0.0 
Bourbaki LLC 0.0 
Bourbon Financial Management 0.0 
Bourgeon Capital Management LLC Darien CT US 282.3 
Bourne Lent Asset Managament, Inc. Pawling NY US 194.8 
Boussard & Gavaudan Gestion SAS Paris FR 0.0 
Boussard & Gavaudan Investment Management LLP London UK 2281.7 
Bouvel Investment Partners, LLC Phoenixville PA US 117.7 
Bouwfonds Investment Management Hoevelaken NL 0.0 
Bow Capital Management, LLC Palo Alto CA US 0.0 
Bow River Capital Partners Denver CO US 180.1 
Bow Street LLC New York NY US 0.0 
Bowen Asset Management LLC West Chester PA US 5.6 
Bowen Financial Planning LLC 2.5 
Bowen Financial Service, LLC Midlothian VA US 72.4 
Bowen, Hanes & Co Inc Atlanta GA US 2361.0 
Bower Hill Capital Management LLC Presto PA US 21.3 
Bowers Advisory Group, LLC Hagerstown MD US 28.0 
Bowers Capital Management 7.8 
Bowers Wealth Management, Inc. 2.1 
Bowers Wealth Management, Inc. Reno NV US 126.4 
Bowery Capital New York NY US 0.0 
Bowery Investment Management, LLC New York NY US 0.0 
Bowie Capital Management, LLC Richardson TX US 248.1 
Bowles Financial Group, Inc. Bakersfield CA US 0.0 
Bowling Portfolio Management LLC Cincinnati OH US 725.2 
Bowmark Capital LLP London UK 0.0 
Bowood Capital Advisors, LLC Shawnee Mission KS US 95.0 
Bowside Capital, LLC Charleston SC US 50.4 
Box Financial Advisors, LLC Grapevine TX US 29.7 
Box Holdings LLC Honolulu HI US 0.0 
Boxwood Capital Management, LLC Bethesda MD US 0.0 
Boyar Asset Management, Inc. New York NY US 203.4 
Boyd Financial Strategies, Inc. Worcester MA US 84.2 
Boyd Investment Management, LLC 0.0 
Boyd Watterson Asset Management, LLC Cleveland OH US 7024.3 
Boyd, Donald L. Henderson NV US 37.9 
Boyer & Corporon Wealth Management, LLC Overland Park KS US 423.1 
Boyle Capital West Des Moines IA US 299.6 
Boyles Asset Management, LLC Charlotte NC US 0.0 
Boylston Advisors, LP Boston MA US 5768.1 
Boylston Capital Management 2.0 
Boyne Capital Advisors, LLC Miami FL US 0.0 
Boyne Capital Partners, LLC Miami FL US 0.0 
Boynton Financial LLC 4.0 
Boys Arnold & Co. Inc. Asheville NC US 1047.7 
Boyter Financial Service 1.3 
Boyu Capital Grand Cayman KY 0.0 
Boyu Capital Group Management Limited. George Town, Grand Cayman KY 0.0 
Boyu Capital Investment Management Co., Limited Hong Kong HK 0.0 
Boyu Capital Investment Management Limited Grand Cayman KY 0.0 
Boz & Company LLC Portland OR US 13.5 
Bozarth Wealth Management 10.0 
Bozeman, LLC. Spokane WA US 3.4 
Bp Capital Energy Advisors, LLC Dallas TX US 239.3 
Bp Capital Fund Advisors, LLC Dallas TX US 335.1 
Bp Capital Markets Chicago IL US 0.0 
Bp Management, S.c. Col. Lomas De Santa Fe MX 0.0 
Bpbi LLC New York NY US 100.0 
Bpd Wealth Management LLC 9.1 
Bpe Capital Management LLC 0.0 
Bpm Advisors, Inc. Palo Alto CA US 1.6 
Bpp Capital, LLC Charlotte NC US 199.9 
Bpp Wealth Solutions, LLC New York NY US 51.2 
Bps Capital Management, Inc. Bloomington MN US 3099.4 
Bpt Investment Partners Management, LLC Minneapolis MN US 0.0 
Bpu Investment Management, Inc. Pittsburgh PA US 428.7 
Bqs Management LLC Atlanta GA US 2.6 
Br Capital, Inc. 13.3 
Bracebridge Capital, LLC Boston MA US 23527.7 
Brackenwood Capital Management, LLC Bainbridge Island WA US 15.6 
Brackey Consulting, Inc. Lincolnshire IL US 0.0 
Brad Peery Capital, LLC 0.0 
Braddock Financial LLC Denver CO US 79.1 
Bradford Capital Management, LLC 22.0 
Bradford Equities Management, LLC White Plains NY US 0.0 
Bradford Financial Center Clarion IA US 123.3 
Bradford Financial Service North Andover MA US 20.0 
Bradfordcrane Company 0.0 
Bradlewski Investment Management, LLC 0.1 
Bradley & Company, LLC San Francisco CA US 102.9 
Bradley Advisory Stevens PA US 22.0 
Bradley Capital, LLC 0.0 
Bradley Foster & Sargent Inc Hartford CT US 3118.9 
Bradley Wealth Management, LLC San Diego CA US 45.7 
Bradway Capital Management 0.0 
Bradway Financial, LLC Longmeadow MA US 132.4 
Brady Investment Counsel LLC 38.7 
Bradyco Financial 64.2 
Brae Head, Inc. Springfield MA US 27.1 
Braeburn Wealth Management, LLC Norton Shores MI US 119.5 
Braemar Energy Ventures LLC New York NY US 0.0 
Braeside Financial Planning LLC 1.6 
Braeside Investments, LLC Dallas TX US 146.0 
Braevest Noble OK US 3.4 
Bragg Comer Financial Advisors, LLC 10.6 
Bragg Financial Advisors Inc Charlotte NC US 1339.7 
Bragging Rights, LLC Brockport NY US 0.0 
Brahma Management Limited. New York NY US 265.2 
Brahman Capital Corporation New York NY US 4519.4 
Brahman Capital Management Pte Limited Singapore SG 0.0 
Brain Robotics Capital LLC Boston MA US 0.0 
Brain Trust Management Burlingame CA US 0.0 
Brainard Capital Management LLC Austin TX US 411.4 
Braintree Capital Partners, LLC Boston MA US 33.0 
Brait Manager Mauritius Limited Port Louis MU 0.0 
Bram Us LLC New York NY US 29.8 
Bramble Hill Capital Management, LLC Hingham MA US 3.9 
Bramshill Investments, LLC Hackensack NJ US 602.2 
Branch Capital Management Holland MI US 19.6 
Branch Financial Service, Inc. Smithtown NY US 0.0 
Brand Asset Management Group, Inc. Chesterfield MO US 611.1 
Brandes Investment Partners, LP San Diego CA US 26072.8 
Brandin & Associates Palo Alto Ca 0.0 
Brandon Financial Planning Inc. Memphis TN US 239.8 
Brandsgaard Investments Mountain Home AR US 18.5 
Brandt Wealth Advisors, LLC 15.0 
Brandywine Advisors, LLC Chadds Ford PA US 3.5 
Brandywine Financial Group, Inc. Blue Bell PA US 72.2 
Brandywine Global Investment Management, LLC Philadelphia PA US 70541.9 
Brandywine Managers, LLC Hockessin DE US 8329.9 
Branford Castle Partners, L.P. New York NY US 0.0 
Branson Fowlkes & Co Inc Houston TX US 226.4 
Branson Fowlkes Russell Inc Houston TX US 0.0 
Branson Frank A Inc Palo Alto CA US 243.7 
Brant Point Investment Management LLC New York NY US 636.2 
Branzan Investment Advisors, Inc. Denver CO US 95.4 
Brasada Capital Management, LP Houston TX US 187.0 
Brascia Investment Management, Inc. 19.0 
Brasil Plural Investment Advisor LLC New York NY US 0.0 
Brass Ring Capital, Inc. Minnetonka MN US 0.0 
Braun Research Consulting, LLC 0.0 
Braun-bostich & Associates Inc. Canonsburg PA US 152.8 
Bravance Healthcare Investors, LLC 0.0 
Brave Asset Management, Inc. Summit NJ US 236.2 
Brave Boat Capital Advisors 9.3 
Brave Eagle Wealth Management New York NY US 5.0 
Brave Warrior Advisors, LLC New York NY US 2856.4 
Bravia Capital Investimentos LTDA Sao Paulo BR 0.0 
Bravis Advisors, LLC 1.6 
Bray Capital Advisors, LLC Naples FL US 231.5 
Brazeal Asset Management, LLC 19.6 
Braziel & Associates Chico CA US 0.0 
Brazos Capital Austin TX US 0.0 
Brazos Investment Partners I, L.P. Dallas TX US 512.4 
Brazos Securities, Inc. Dallas TX US 4.4 
Brazos Valley Comprehensive Financial Service Brenham TX US 0.0 
Brc Investment Advisors, LLC Irvine CA US 0.0 
Brc Management LLC 65.0 
Breach Inlet Capital Management, LLC Dallas TX US 11.5 
Breakaway Capital Los Angeles CA US 178.4 
Breakaway Management LLC Montecito CA US 0.0 
Breakaway Ventures Boston MA US 0.0 
Breakforth Investment Management, Inc 6.5 
Breakline Capital LLC New York NY US 0.0 
Breakout Management, LLC San Francisco CA US 0.0 
Breakwall Asset Management, LLC Oswego NY US 4.1 
Breakwater Asset Management, LLC 3.8 
Breakwater Capital Kalamazoo MI US 17.0 
Breakwater Capital Management, LLC Los Altos CA US 11.2 
Breakwater Financial, LLC Boston MA US 0.0 
Breakwater Investment Group, LLC 83.9 
Breakwater Investment Management Seattle WA US 146.1 
Breakwater Investment Management, LLC Los Angeles CA US 0.0 
Brean Asset Management, LLC New York NY US 0.0 
Breckinridge Capital Advisors Inc Boston MA US 25950.6 
Breeds Hill Capital LLC Boston MA US 267.4 
Breen Investors LP Houston TX US 72.1 
Bregal General Partner Jersey Limited St Helier JE 0.0 
Bregal Investments LLP London UK 0.0 
Bregal Investments, Inc. New York NY US 11996.4 
Bregal North America General Partner Jersey Limited St Helier JE 0.0 
Bregal Sagemount Ii General Partner Jersey Limited St Helier JE 0.0 
Bregal Sagemount Ii Jersey Limited St Helier, Jersey JE 0.0 
Breidenbach Capital Consulting, LLC 76.6 
Brein Wealth Management Bellevue WA US 0.0 
Breiter Capital Management Inc. Bradenton FL US 125.2 
Breithorn Capital Management LLC New York NY US 157.2 
Bremner Asset Management Company 15.6 
Brendel & Fisher Financial Advisors Hanover NH US 236.3 
Brendel Financial Advisors LLC Hanover NH US 0.0 
Brenden Financial Planning 0.0 
Brendle Financial Group, LLC Winston-salem NC US 37.6 
Brenham Capital Management, L.P. Dallas TX US 1760.9 
Brennan Asset Management 7.5 
Brennan Financial Group, LLC Princeton NJ US 30.0 
Brennan Wealth Advisors, LLC Dallas TX US 0.0 
Brenneman Investment Adviser, LLC 5.0 
Brenner West Capital Partners New York NY US 1421.1 
Brent Forrest & Associates, LLC. San Antonio TX US 230.8 
Brent W. Barnes El Dorado Hills CA US 16.5 
Brent W. Simmons,cpa,p.c. 0.0 
Brenton Point Wealth Advisors LLC New York NY US 301.0 
Brentwood Advisory Group, LLC Los Angeles CA US 112.4 
Brentwood Private Equity, LLC Los Angeles CA US 2424.7 
Breogan Capital, LP New York NY US 0.0 
Breton Co Medford NJ US 143.9 
Breton Hill Capital Limited Toronto, Ontario CA 1641.0 
Brett Josey Wealth Management LLC 75.4 
Bretton Capital Management San Francisco CA US 24.6 
Bretwood Capital Partners, LLC Altlanta GA US 16.1 
Brevan Howard (hong Kong) Limited Hong Kong HK 0.0 
Brevan Howard (israel) Limited Ramat Gan IL 0.0 
Brevan Howard Asset Management, LLP London UK 0.0 
Brevan Howard Capital Management, LP St Helier JE 0.0 
Brevan Howard Investment Products Limited St. Helier JE 0.0 
Brevan Howard Private Limited Singapore SG 0.0 
Brevan Howard Us Investment Management LP New York NY US 2003.2 
Brevet Capital Management, LLC New York NY US 422.7 
Brewster Financial Planning LLC Brooklyn NY US 86.5 
Brf Aspen, LLC Menlo Park CA US 0.0 
Brg Fund Management Service, LLC New York NY US 0.0 
Bria Capital Group, LLC Tampa FL US 28.3 
Brian Carruthers & Associates Laguna Beach CA US 75.8 
Brian D. Lowder, Inc. San Diego CA US 251.5 
Brian L. Yurek Kingsville MD US 0.0 
Brian Scott Kuhens 9.7 
Brian Sly And Company, Inc. 3.5 
Brian Thompson Financial 0.4 
Briar Meads Capital, LLC New York NY US 0.0 
Briarcliff Manor Wealth Advisors 0.1 
Briarwood Chase Management LLC New York NY US 155.0 
Briaud Financial Advisors College Station TX US 505.8 
Brice Financial Service, Inc. Miami FL US 0.0 
Brick & Kyle Associates Inc Newtown PA US 214.9 
Brick Capital Management Inc East Lansing MI US 2152.2 
Brick House Asset Management, LLC 29.6 
Brick Street Equity Management Asheville NC US 108.4 
Brickell Global Advisory, Inc. Miami FL US 26.1 
Brickell Investments, LLC Miami FL US 9.6 
Brickell Key Asset Management Limited St. Peter Port GG 203.0 
Brickell Opus Wealth Management LLC Miami FL US 0.0 
Brickley Wealth Management San Mateo CA US 362.4 
Bricks & Mortar Capital Los Angeles CA US 8.5 
Bridge Capital Seattle WA US 0.0 
Bridge Capital Consulting, LLC Irvine CA US 12.0 
Bridge City Capital, LLC Portland OR US 122.5 
Bridge Creek Capital Management LLC West Barnstable MA US 239.1 
Bridge Financial Planning, LLC Chattanooga TN US 6.3 
Bridge Growth Partners, LLC New York NY US 492.0 
Bridge Investment Group Salt Lake City UT US 7785.6 
Bridge Reid Funds Scottsdale AZ US 6.8 
Bridge Wealth Advisors Mount Laurel NJ US 23.1 
Bridgebay Bellevue WA US 0.0 
Bridgebay Financial, Inc. San Ramon CA US 0.0 
Bridgebio Management LLC 0.0 
Bridgecorp Investment Management Irvine CA US 5.3 
Bridgecreek Investment Management, LLC Tulsa OK US 600.0 
Bridgefield Capital Management, LLC Annapolis MD US 0.0 
Bridgelight Capital LLC Scottsdale AZ US 46.1 
Bridgepoint Advisers Limited London UK 0.0 
Bridgepoint Capital Partners, LLC Des Moines IA US 0.0 
Bridgeportfolio, Inc. Chicago IL US 0.0 
Bridger Capital Management, LLC Southlake TX US 136.1 
Bridger Management LLC New York NY US 3313.0 
Bridgeriver Advisors LLC Bloomfield Hills MI US 22.0 
Bridgers Schill Wealth Management Group, LLC Moorestown NJ US 322.0 
Bridges Investment Counsel Inc Omaha NE US 732.7 
Bridges Investment Management Inc Omaha NE US 1148.0 
Bridges Ventures LLP London UK 0.0 
Bridgescale, LLC Menlo Park CA US 0.0 
Bridgetown Financial Group, LLC 16.8 
Bridgeview Capital Advisors, Inc. El Dorado Hills CA US 35.2 
Bridgewater Advisors Inc. New York NY US 1257.3 
Bridgewater Asset Management LLC Chesterfield MO US 119.5 
Bridgewater Associates, LP Westport CT US 239323.1 
Bridgewater Wealth & Financial Management, LLC Bethesda MD US 894.1 
Bridgeway Capital Management Inc Houston TX US 7742.9 
Bridgeworth, LLC Birmingham AL US 830.9 
Bridport Investments LLC 0.0 
Briet Capital Management, LLC 0.0 
Brigade Capital Management, LP New York NY US 19730.5 
Brigade Capital Uk LLP London UK 19834.2 
Briggs Management & Research Co. Houston TX US 16.6 
Briggs Wealth Management, Inc. Glastonbury CT US 135.0 
Brigham & Associates, LLC 6.0 
Brigham Jr, William H Mobile AL US 4.3 
Bright Asset Management Westbrook CT US 45.2 
Bright Financial Advisors, Inc. Portage MI US 204.0 
Bright Futures Wealth Management, LLC Pittsford NY US 26.6 
Bright Investments, LLC Auburn AL US 10.0 
Bright Lantern Financial LLC 4.0 
Bright Light Capital Advisor 0.0 
Bright Owl Investment Advisors Kentwood MI US 0.0 
Bright Road Wealth Management, LLC 52.4 
Bright Rock Capital Management LLC Rockland MA US 284.0 
Bright Star Capital Management, LLC 0.0 
Bright Wealth Management, LLC Lewisville TX US 20.8 
Brighthouse Investment Advisers, LLC Boston MA US 141524.5 
Brightleaf Advisory Group, LLP 0.0 
Brightlight Capital Westport CT US 0.0 
Brightline Capital Management, LLC Greenwich CT US 0.0 
Brighton Advisory Group Encino CA US 0.0 
Brighton Financial Planning Clinton NJ US 69.2 
Brighton Jones LLC Seattle WA US 3934.4 
Brighton Securities Corporation. Rochester NY US 174.4 
Brighton Wealth Management, Inc. Salt Lake City UT US 32.8 
Brightpath Capital Management, LLC Oakland CA US 0.0 
Brightpath Wealth Planning, LLC Camarillo CA US 100.0 
Brightplan LLC San Jose CA US 0.3 
Brightscape Investment Centers Miami FL US 50.4 
Brightside Investing, LLC Glastonbury CT US 0.0 
Brightsis Capital Wealth Advisors 2.2 
Brightstar Capital Partners New York NY US 224.3 
Brightstone Advisors LLP Fishers IN US 26.1 
Brightstone Investment Advisors LLC New York NY US 158.5 
Brightview Advisors, LLC 0.0 
Brightwater Advisory, LLC Tampa FL US 165.3 
Brightwater Financial, LLC 0.0 
Brightwood Capital Advisors, LLC New York NY US 3105.5 
Brightwood Ventures, LLC 9.5 
Brightworks Financial Planning LLC 0.0 
Brightworth, LLC Atlanta GA US 3029.3 
Brigman Wealth Management 7.5 
Brilliance Asset Management Limited Central, Hong Kong HK 944.8 
Brilliant Advice, LLC Cincinnati OH US 21.8 
Brinker Asset Management 0.2 
Brinker Capital Inc Berwyn PA US 18300.0 
Brio Capital Management LLC Rockville Centre NY US 0.0 
Brio Consulting, LLC 0.0 
Brio Financial Group San Francisco CA US 0.0 
Brio Financial Planning Quincy MA US 0.0 
Brisbois Capital Management LLC Wilmington MA US 0.0 
Briskey Financial Service, LLC Bryan OH US 36.9 
Bristlecone Advisors LLC Seattle WA US 1094.3 
Bristlecone Value Partners, LLC Los Angeles CA US 99.4 
Bristol Advisors, LLC West Conshohocken PA US 122.2 
Bristol Capital Advisors, LLC Los Angeles CA US 0.0 
Bristol Financial LLC Clayton MO US 0.0 
Bristol Gate Capital Partners Inc. Toronto CA 754.4 
Bristol Group Inc San Francisco CA US 2060.8 
Brite Advisors Pty Limited Caboolture AU 0.0 
Briteline Wealth Management Group Fullerton CA US 26.5 
Brittany Wealth Management Knoxville TN US 0.0 
Britton Hill Holdings LLC Coral Gables FL US 0.0 
Brixton Capital Wealth Advisors, LLC New York NY US 27.0 
Broad Bay Capital Management LP New York NY US 42.9 
Broad Brook Financial LLC 0.8 
Broad Reach Capital Management, Inc Montecito CA US 3.4 
Broad Reach Investment Management LLP London UK 0.0 
Broad Reach Wealth Management, LLC Sarasota FL US 22.4 
Broad Run Investment Management, LLC Arlington VA US 2794.1 
Broad Street Capital Advisors, LLC Athens GA US 768.8 
Broad Street Capital Management Charleston SC US 2.5 
Broad Wealth Management, Inc. Rye NY US 0.0 
Broad, Michael 0.0 
Broadarch Capital, LLC New York NY US 0.0 
Broadbill Investment Partners LLC New York NY US 0.0 
Broadcore Investments LP 39.5 
Broadcrest Asset Management, LLC Winter Park FL US 0.0 
Broadfin Capital, LLC New York NY US 1282.4 
Broadhaven Capital Partners GP I, LLC Chicago IL US 105.0 
Broadhurst Financial Advisors, Inc. West Point PA US 43.0 
Broadleaf Partners, LLC Hudson OH US 154.7 
Broadmark Asset Management LLC San Francisco CA US 814.8 
Broadmeadow Capital, LLC Chicago IL US 8.3 
Broadoak Asset Management, LLC Bethesda MD US 45.0 
Broadpark Advisors, LLC Bedford Hills NY US 0.0 
Broadreach Capital, LLC Ponte Vedra Beach FL US 8.6 
Broadriver Asset Management, L.P. New York NY US 462.0 
Broadsky Partners New York NY US 0.0 
Broadspan Asset Management LLC. Miami FL US 115.0 
Broadstone Asset Management, LLC Rochester NY US 2078.3 
Broadstreet Financial Advisers LLC Ormond Beach FL US 0.0 
Broadsword Capital, LLC Charlotte NC US 1.0 
Broadvail Capital Partners, LLC Houston TX US 0.0 
Broadview Advisors, LLC Milwaukee WI US 831.1 
Broadview Asset Management LLC 0.0 
Broadview Financial Advisors, LLC Cincinnati OH US 0.0 
Broadview Wealth Management, LLC 11.1 
Broadwater Capital Management LLC Boston MA US 97.0 
Broadway Financial Management LLC Hicksville NY US 64.6 
Broadwing Capital Advisors, Inc. Mill Valley CA US 58.8 
Broadwood Capital, Inc New York NY US 604.0 
Brocade Advisors, LLC 0.0 
Brock Asset Management Phoenix AZ US 28.0 
Brock Fiduciary Service LLC New York NY US 13372.0 
Brockelsby Investment Service 4.8 
Brockton Capital LLP London UK 0.0 
Brockway Moran & Partners, Inc. Boca Raton FL US 313.2 
Brode Management Group Limited 39.0 
Brogan Financial, Inc. Knoxville TN US 168.6 
Brogan Group Investment Advisors LLC 12.0 
Brokaw Rice Investment Advisors, Inc 4.8 
Broker One 19.5 
Brokers Financial Urbandale IA US 247.7 
Brol Capital Management, LLC Huntsville AL US 2.2 
Broman & Greig Asset Management, LLC Santa Monica CA US 66.0 
Bromfield Financial Advisory Group, Inc. Cambridge MA US 278.1 
Bronfman Rothschild Rockville MD US 5391.0 
Bronson Point Management LLC Fairfield CT US 521.7 
Bronte Capital Bondi Junction AU 133.6 
Bronze Capital Management, LLC Palo Alto CA US 0.0 
Brook Bay Capital uk LLP London UK 0.0 
Brook Capital Brookfield WI US 122.8 
Brook Capital Partners Wakefield MA US 0.0 
Brook Venture Management Wakefield MA US 0.0 
Brook Wealth Management, LLC Rocky Hill CT US 0.0 
Brookdale Capital Management, LLC Dallas TX US 38.5 
Brooke Private Equity Associates Management LLC Boston MA US 374.1 
Brookfield Asset Management Pic Adviser (private Equity), L.P. Toronto, Ontario CA 5097.4 
Brookfield Asset Management Pic Canada, LP Toronto, Ontario CA 39803.7 
Brookfield Asset Management Pic Us, LLC New York NY US 39138.2 
Brookfield Asset Management Private Inst Capital Adviser (credit), LLC New York NY US 479.3 
Brookfield Investment Management Inc. New York NY US 10314.3 
Brookfield Investment Partners, LLC Brookfield WI US 719.5 
Brookfield Soundvest Capital Management Limited. Ottawa, Ontario CA 223.8 
Brookhaven Asset Management LLC 13.4 
Brooklawn Capital Advisors New York NY US 28.7 
Brooklin Buy Out Limited Dublin IE 0.0 
Brookline Investments, Inc. Birmingham AL US 132.7 
Brooklyn Bridge Ventures, Inc. Brooklyn NY US 0.0 
Brooklyn Plans LLC Brooklyn NY US 0.5 
Brookmont Capital Management Dallas TX US 323.1 
Brooks Capital Strategies Bend OR US 0.0 
Brooks Financial Advisory Group,Inc. Lake Worth FL US 7.8 
Brooks Financial Planning 0.0 
Brooks Financial Service Wichita Falls TX US 0.0 
Brooks Investment Advisory Service 11.3 
Brooks Larson Wealth Management Lakeville MN US 12.0 
Brooks, Hughes & Jones Gig Harbor WA US 59.8 
Brooks, Moore & Associates, Inc. Chattanooga TN US 212.4 
Brookside Capital Inc. 31.1 
Brookside Equity Partners LLC Stamford CT US 525.4 
Brookside Financial Advisors, LLC Middleburg Heights OH US 1.6 
Brookside Investments, LLC 0.0 
Brookstone Capital Management LLC Wheaton IL US 1687.0 
Brookstone Financial Jeffersonville IN US 25.1 
Brooktree Capital Management Inc. Grand Rapids MI US 66.8 
Broomfield Advisory & Management 1.0 
Brophy Wealth Management, LLC Bedford NH US 164.3 
Brotchie Capital Management, LLC Peabody MA US 7.2 
Brough Investment Advisors Chicago IL US 20.0 
Broussard Financial Group, LLC Kaplan LA US 35.3 
Brouwer & Janachowski, LLC Mill Valley CA US 1610.7 
Brown & Associates 0.0 
Brown & Brown Financial Service Inc Dallas TX US 91.8 
Brown & Tedstrom Estate Planning, Inc. Denver CO US 0.0 
Brown & Tedstrom Retirement Planning, Inc. Denver CO US 0.0 
Brown Advisory Baltimore MD US 43338.7 
Brown Advisory Investment Solutions Group LLC Baltimore MD US 3209.9 
Brown Advisory Limited. London UK 329.9 
Brown Advisory Securities, LLC Baltimore MD US 1097.2 
Brown And Freeman LLC Bedford TX US 8.9 
Brown Bear Capital Management 0.0 
Brown Bridge Capital, LLC 0.0 
Brown Brothers Harriman Mutual Fund Advisory Department New York NY US 13543.3 
Brown Capital Management, LLC Little Rock AR US 25.6 
Brown Capital Management, LLC Baltimore MD US 8557.7 
Brown Financial Advisors, LLC Milford OH US 0.0 
Brown Financial Advisory Fairhope AL US 140.7 
Brown Financial Group Del Rio TX US 0.0 
Brown Financial Management Group, LLC Latham NY US 39.6 
Brown Financial Management Inc. 2.0 
Brown Financial Planning LLC Essexville MI US 2.0 
Brown Investment Management Encino CA US 16.0 
Brown Robello Capital Management, LLC Sacramento CA US 195.0 
Brown Savano Jv, LLC Baltimore MD US 0.0 
Brown Wealth Management, LLC Eden Prairie MN US 91.1 
Brown Wealth Management, LLC Conyers GA US 26.8 
Brown, Lisle/cummings, Inc Providence RI US 39.2 
Brown-shoemaker Anaheim CA US 17.2 
Browning Capital Management LLC Mission Viejo CA US 89.7 
Brownlie & Braden Advisors, LLC Dallas TX US 2001.1 
Brownson, Rehmus & Foxworth Menlo Park CA US 1920.9 
Brownson, Rehmus & Foxworth, Inc. Chicago IL US 10273.1 
Brownstone Mortgage Capital Corporation Santa Ana CA US 0.0 
Broxton Capital Advisors LLC Los Angeles CA US 80.6 
Broyhill Asset Management, LLC Lenoir NC US 57.4 
Brs Financial LLC Little Rock AR US 9.2 
Bruce & Co Inc Chicago IL US 799.9 
Bruce A Breckner LLC Eureka CA US 12.0 
Bruce A. Kraig Associates 40.5 
Bruce Bratton, Registered Investment Advisor Ventura CA US 10.5 
Bruce Colin And Company 64.5 
Bruce Franklin Walters 0.8 
Bruce G. Allen Investments, LLC Denver CO US 0.0 
Bruce James Thomas Jr Westlake Village CA US 0.0 
Bruce Mc Indoe & Associates, Inc. San Diego CA US 0.0 
Bruce S. Brickman & Associates, Inc. New York NY US 522.3 
Bruce Todd Rosen/ Redwood Finanical 3.5 
Bruce W. Davis 10.2 
Bruckmann, Rosser, Sherrill & Co., Management, L.P. New York NY US 410.8 
Bruderman Asset Management, LLC Suffern NY US 863.6 
Bruggeman Capital Management, Inc. 2.6 
Bruin Canada GP, LLC White Plains NY US 0.0 
Bruin Capital Allocation, LLC Cincinnati OH US 5.4 
Brunch & Budget, LLC 0.0 
Brunger Financial 8.0 
Bruni J V & Co Colorado Springs CO US 606.3 
Brunson Advisors LLC Richmond VA US 47.4 
Brunswick Financial LLC Reston VA US 0.0 
Bruton Financial Advisors, LLC Downingtown PA US 324.7 
Brv Aster Holdings Limited Hong Kong HK 0.0 
Brv Lotus Holdings Limited Hong Kong HK 0.0 
Brv Management Co, LLC. Menlo Park CA US 0.0 
Brx Global New York NY US 0.0 
Bryan Advisory Service, LLC Canonsburg PA US 41.0 
Bryan Investments, LLC 41.5 
Bryan R. Ellis, Cpa Huntington Beach Ca 0.0 
Bryan Wisda, Cfp Carefree AZ US 0.0 
Bryant & Brannock, LLC. Durham NC US 36.8 
Bryant Financial Advisory, Inc. Cockeysville MD US 60.0 
Bryant Group Advisors New York NY US 2.6 
Bryant Wealth Management 6.1 
Brycast Austin TX US 0.0 
Bryden-abrams Investment Management LLC New York NY US 50.8 
Bryn Mawr Wealth Management LLC West Conshohocken PA US 11.5 
Brynwood Partners Greenwich CT US 941.6 
Bryspen, Inc Atlanta GA US 138.2 
Brz Capital Management Aventura FL US 487.8 
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.
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