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) 
Hobart Private Capital, LLC Charlotte NC US 134.8 
Hobbs Advisory Service 0.0 
Hobbs Group Advisors LLC Columbia SC US 75.2 
Hobert & Svoboda, Inc. Brookfield WI US 55.4 
Hoch Accounting Nazareth PA US 7.0 
Hochman Cole Investment Advisors, Inc. Deerfield IL US 286.0 
Hoctor Financial Group, LLC Houston TX US 17.0 
Hodge Financial Service, LLC Hinsdale NH US 140.2 
Hodges Capital Management Inc Dallas TX US 1696.1 
Hodskins Financial Management, LLC 7.3 
Hoenes Financial Planning, Inc. 0.0 
Hoertkorn Richard Charles Kentfield CA US 151.8 
Hoey Investments, Inc. West Chester PA US 116.2 
Hofer & Associates Wealth Management Thousand Oaks CA US 30.5 
Hoffman & Associates Financial & Estate Advisors, Inc. Ventura CA US 56.2 
Hoffman Alan N Investment Management 43.8 
Hoffman Financial Consultants Fallston MD US 1.0 
Hoffman Investment Service, LLC 13.6 
Hoffman Wealth Solutions 5.0 
Hoffmann Hermanson Denver CO US 34.5 
Hofkin Capital Management, Inc. Minnetonka MN US 46.5 
Hofmeister Advisory Group LLC Indianapolis IN US 0.0 
Hogan Financial Milwaukee WI US 230.0 
Hogan Financial Planning, LLC 0.3 
Hogan Investment Counsel, LLC Cordova TN US 58.6 
Hogin Financial And Insurance Service, Inc. Turlock CA US 0.0 
Hohensee Financial Service, Inc. Oconomowoc WI US 10.5 
Hoisington Investment Management Co Austin TX US 3660.4 
Hokin Investment Advisors Inc. Bannockburn IL US 30.4 
Holberg Financial 0.0 
Holbrook Global Strategies Palo Alto CA US 110.0 
Holbrook Holdings, Inc. 0.2 
Holbrook Management, LLC Denver CO US 17.3 
Holcombe & Mcgrath Asheville NC US 66.1 
Holcombe Financial, Inc. Atlanta GA US 224.3 
Hold Asset Management, Limited. Budapest HU 0.0 
Holdco Advisors, L.P. New York NY US 533.4 
Holden Hall Wealth Management San Rafael CA US 0.0 
Holden Wealth Management, Inc. Torrance CA US 8.0 
Holder & Company, Inc. 15.6 
Holder Wealth Management Champaign IL US 78.6 
Holderness Investments Co Greensboro NC US 250.2 
Holdfast Wealth Management, LLC 14.6 
Holdun Family Office LLC Miami FL US 0.0 
Holdus Capital Investments Advisors Culver City CA US 0.0 
Holistic Financial Partners, LLC Indianapolis IN US 192.2 
Holistic Planners Network, LLC Washington DC US 12.7 
Holistic Wealth Advisors, LLC Bel Air MD US 0.0 
Holland & Associates, P.c. San Diego CA US 0.9 
Holland & Co LLC New York NY US 30.8 
Holland Advisory Service, Inc. Ormond Beach FL US 119.9 
Holland Capital Management LLC Chicago IL US 2477.3 
Holland Financial Service, Inc. Athens GA US 34.6 
Holland Investment Management, Inc. North Richland Hills TX US 44.5 
Hollander Capital Management, Inc. 14.5 
Hollbeach Investment Management LLP London UK 669.9 
Hollencrest Capital Management Newport Beach CA US 1018.4 
Hollingsworth Avent Averre & Purvis, Pa Raleigh NC US 61.6 
Hollis Park Partners LP New York NY US 1786.7 
Hollow Brook Wealth Management LLC New York NY US 574.0 
Holloway Investment Advisors, Inc. Portland OR US 54.7 
Holloway Wealth Management, LLC Gainesville FL US 168.5 
Holly P. Thomas, LLC Tampa FL US 0.0 
Holly Street Wealth Advisors Pasadena CA US 105.0 
Hollyport Capital LLP London UK 0.0 
Hollyport Secondary Opportunities Management Limited St Helier, Channel Islands JE 0.0 
Holm & Cawley Financial Group LLC Las Vegas NV US 22.8 
Holman Jr., John W. Berkeley Heights NJ US 0.0 
Holmdel Advisors, LLC Hazlet NJ US 0.0 
Holmes & Turner Financial Service, Inc. Denver CO US 49.0 
Holmes Investment Management, Inc. Brockton MA US 28.5 
Holmes Murphy And Associates, LLC West Des Moines IA US 0.0 
Holocene Advisors, LP New York NY US 4934.3 
Holos Asset Management Chicago IL US 27.4 
Holowesko Partners Limited. Nassau BS 3901.7 
Holt Capital Partners, L.P. Fort Worth TX US 470.6 
Holt Investment Advisors Manhattan Beach CA US 13.0 
Holyoak Wealth Management, LLC Scottsdale AZ US 12.9 
Holzberg Wealth Management 43.3 
Holzer & Company, Inc. Westwood NJ US 65.0 
Homaer Financial Beijing CN 24.5 
Homan Wealth Advisors, LLC Omaha NE US 150.2 
Homebrew Ventures San Francisco CA US 0.0 
Homestead Capital Usa, LLC San Francisco CA US 570.5 
Hometown America Inc Sugar Land Tx 0.0 
Homewood Capital Management, Inc. Danville CA US 78.5 
Hommel Wealth Management, Inc. Carle Place NY US 5.8 
Homrich Berg Atlanta GA US 4499.7 
Honest Dollar Austin TX US 0.5 
Honeycomb Asset Management LP New York NY US 793.1 
Honeycomb DEVE, LLC Oakland CA US 0.0 
Honeycomb Money Management 1.0 
Honeycutt Financial Service, LLC Chesapeake VA US 14.2 
Honeywell Capital Management LLC Morris Plains NJ US 11306.2 
Honkamp Krueger Financial Service Inc Dubuque IA US 2671.3 
Honor Investment Group, LLC Melbourne FL US 15.1 
Honu Wealth Management Sunnyvale CA US 47.7 
Hony Capital Limited Hong Kong HK 0.0 
Hood River Capital Management LLC Portland OR US 1236.8 
Hook Financial Service, LLC Virginia Beach VA US 0.0 
Hooker & Holcombe Investment Advisors, Inc. West Hartford CT US 355.1 
Hoopoe Advisors Boston MA US 40.1 
Hoosier Financial Inc. Bloomington IN US 1.5 
Hoover Capital, LLC. 4.0 
Hoover Financial Advisors Indianapolis IN US 68.5 
Hoover Financial Advisors, Inc. Malvern PA US 565.4 
Hope Capital Management, LLC New York NY US 0.0 
Hopeman Ventures, LLC Pittsburgh PA US 0.0 
Hopen Ls Manager Ii, LLC Grand Rapids MI US 0.0 
Hopkins Investment Management, LLC. 117.0 
Hoplite Capital Management, L.P. New York NY US 3360.5 
Hopp Wealth Management Elgin IL US 0.0 
Hopwood Financial Service, Inc. Reston VA US 293.0 
Horace Mann Investors, Inc. Springfield IL US 0.0 
Horan Capital Advisors, LLC Cincinnati OH US 302.5 
Horan Capital Management,LLC Hunt Valley MD US 485.1 
Horan Wealth Management Cincinnati OH US 155.9 
Hordis Financial Service 5.2 
Horiko Capital Management LLC New York NY US 67.9 
Horizon Advisers New Orleans LA US 1304.5 
Horizon Advisors, LLC Houston TX US 208.7 
Horizon Asset LLP London UK 0.0 
Horizon Asset Management LLC New York NY US 3509.4 
Horizon Capital Advisors Kyiv UA 0.0 
Horizon Capital Management, Inc. 7.2 
Horizon Capital Management, Inc. 16.5 
Horizon Capital Management, LLC Lake Forest IL US 55.3 
Horizon Consulting & Investment Service, Inc. Des Moines IA US 62.0 
Horizon DEVE Management LLC Ebene MU 0.0 
Horizon Financial Advisors, LLC West Hartford CT US 10.5 
Horizon Financial Group, Inc. Far Hills NJ US 23.8 
Horizon Financial Service, LLC Winston Salem NC US 58.9 
Horizon Harvest Financial Planning Brooklyn NY US 0.0 
Horizon Investment Service, LLC. Hammond IN US 265.7 
Horizon Investments LLC Charlotte NC US 3024.7 
Horizon Planning Inc. 55.1 
Horizon Tech Finance Farmington CT US 273.1 
Horizon Ventures Los Altos CA US 0.0 
Horizon Wealth Advisors 127.8 
Horizon Wealth Management La Grange IL US 272.6 
Horizon Wealth Management, LLC New Albany IN US 0.0 
Horizons Etfs Management us LLC New York NY US 88.7 
Horizons Etfs Management usa LLC New York NY US 62.4 
Horizons Financial Group, Inc. Birmingham AL US 19.0 
Horizons Financial Planning Corporation Willingboro NJ US 0.4 
Horizons Planning Corporation Ann Arbor MI US 29.7 
Horizons Sustainable Financial Service, Inc. Santa Fe NM US 41.8 
Horizons Wealth Management Asheville NC US 28.3 
Horn Eichenwald Investments Corporation. Miami FL US 174.2 
Horn Investment Service, Inc. 0.0 
Horne Wealth Advisors, LLC Ridgeland MS US 196.3 
Hornet Management, LLC 0.0 
Hornor, Townsend & Kent, Inc. Horsham PA US 1216.1 
Hornsby Asset Management, LLC 8.8 
Horowitz & Company, Inc Fort Lauderdale FL US 0.0 
Horrell Capital Management, Inc. Little Rock AR US 237.1 
Horse Cove Partners LLC Atlanta GA US 100.9 
Horseman Capital Management Limited London UK 0.0 
Horsley Bridge Partners LLC San Francisco CA US 11201.6 
Horst, Roger Eugene 7.0 
Horter Investment Management, LLC Cincinnati OH US 1115.5 
Horton Financial Planning LLC 0.0 
Horton Financial Strategies 0.0 
Horton Point LLC New York NY US 0.0 
Horton, Troy W. 7.5 
Hosen Capital (cayman), Limited. Beijing CN 0.0 
Hosking Partners LLP London UK 7915.1 
Hot Creek Capital, LLC. Seattle WA US 108.6 
Hot Springs Asset Management, Inc. Hot Springs Village AR US 28.3 
Hotaling Investment Management, LLC Wayne PA US 174.6 
Hotchkis And Wiley Capital Management, LLC Los Angeles CA US 29952.2 
Houben Planning Associates Inc. Brighton MA US 0.0 
Houlihan Asset Management LLC Fort Wayne IN US 40.0 
Houlihan Financial Resource Group, Limited. Reston VA US 226.0 
Hound Partners New York NY US 6838.2 
Houndstooth Capital Investment Advisors, LLC Austin TX US 2.7 
Hourglass Capital, LLC Houston TX US 567.0 
Housatonic Partners San Francisco CA US 1438.2 
House Hanover LLC North Andover MA US 144.5 
Householder Group Estate & Retirement Specialists Scottsdale AZ US 604.3 
Houssels Capital Management, LLC Las Vegas NV US 2.6 
Houston Asset Management, Inc. Houston TX US 0.0 
Houston Ventures Iii Management, LLC Houston TX US 0.0 
Houston Wealth Management Houston TX US 3.4 
Houstoun Capital Management, Inc. Bethesda MD US 68.8 
Hovde Capital Advisors LLC Madison WI US 0.0 
Hoverink Capital Management, LLC Grapevine TX US 0.0 
Howard Bailey Securities, LLC Fort Wayne IN US 0.0 
Howard C. Hunt, Investment Advisor 0.0 
Howard Capital Management Los Angeles CA US 1160.7 
Howard Capital Management, Inc. Roswell GA US 637.0 
Howard Financial & Wealth Management, Inc. Bakersfield CA US 0.0 
Howard Financial Service, Limited. Dallas TX US 939.0 
Howard Singer Associates, LLC Matawan NJ US 43.2 
Howard-martin Capital Group, LLC 1.1 
Howarth Financial Service LLC 2.9 
Howe And Rusling, Inc. Rochester NY US 947.1 
Howe Financial Advisory, LLC 11.8 
Howell & Romines Financial Service, LLC Byram MS US 0.0 
Howell Financial Advisors, Inc. Carmel IN US 49.7 
Howland Advisory Corporation Dallas TX US 25.6 
Howland And Associates, LLC 59.6 
Howland Capital Management LLC Boston MA US 1703.1 
Howlett Financial & Tax Service, Inc Nipomo CA US 24.0 
Hoya Capital Real Estate, LLC 1.7 
Hoyem Wealth Management, LLC Waukegan IL US 300.8 
Hoylecohen, LLC San Diego CA US 1630.0 
Hoyt Wealth Management 0.0 
Hpc Financial Service, LLC Louisville KY US 0.0 
Hpe Capital Management Ii, LLC Cincinnati OH US 0.0 
Hpef Capital LP Hong Kong HK 0.0 
Hpef Venture LP Hong Kong HK 0.0 
Hpm Partners Advisor Alliance LLC New York NY US 92.3 
Hpm Partners LLC New York NY US 6206.0 
Hps Investment Partners, LLC New York NY US 37211.1 
Hq Capital Private Equity LLC New York NY US 3993.9 
Hq Capital Real Estate L.P. New York NY US 1426.0 
Hr Advocates, Inc. Tampa FL US 0.0 
Hr Benefit Advisors, Limited. Rochester NY US 0.0 
Hr Investment Consultants, Inc. Baltimore MD US 0.0 
Hrc Wealth Management, LLC Moscow ID US 142.2 
Hrh Financial, LLC Tontitown AR US 1.8 
Hs Group (hong Kong) Limited Hong Kong HK 0.0 
Hs Management Partners, LLC New York NY US 3582.8 
Hsax & Co., LLC 7.5 
Hsbc Alternative Investments Limited London UK 0.0 
Hsbc Global Asset Management (canada) Limited Vancouver US 0.0 
Hsbc Global Asset Management france Courbevoie FR 70948.4 
Hsbc Global Asset Management hong Kong Limited Hong Kong HK 67886.7 
Hsbc Global Asset Management uk Limited London UK 83323.8 
Hsbc Global Asset Management usa Inc. New York NY US 71422.6 
Hsbc Management guernsey Limited St Peter Port GG 0.0 
Hsbc Securities usa Inc. New York NY US 2974.1 
Hsc Wealth Advisors Forest VA US 195.5 
Hsi - Hemisfrio Sul Investimentos S.a. Sao Paulo BR 0.0 
Ht Partners LLC Centerbrook CT US 309.8 
Htg Investment Advisors Inc New Canaan CT US 478.8 
Htg, LLC 0.0 
Hub Angels Management, LLC 0.0 
Hub International Investment Service Inc. hiis Westlake Village CA US 0.0 
Hubbell Consulting, LLC Charlotte NC US 90.3 
Huber Advisors LLC Tucson AZ US 0.0 
Huber Capital Management LLC El Segundo CA US 2807.4 
Huber Financial Lincolnshire IL US 1220.5 
Huber Financial Group, Limited. Lincolnshire IL US 0.0 
Huber Joan Macmonnies 49.4 
Huber, Cardono, Moring & Richter, L.P. Houston TX US 38.1 
Huber, Weakland & Associates, Inc. Ellicott City MD US 71.7 
Huckin Financial Group, Inc. Houston TX US 34.7 
Huckleberry Capital Management, LLC 14.1 
Hudock Capital Group, LLC Williamsport PA US 455.2 
Hudson Advisor Service, Inc. Buffalo NY US 201.4 
Hudson Americas L.P. Dallas TX US 43715.2 
Hudson Bay Capital Management LP New York NY US 5734.1 
Hudson Canyon Capital Management, LLC New York NY US 110.6 
Hudson Capital Management (ny), L.P. Teaneck NJ US 647.4 
Hudson Capital Management Inc. Irvington NY US 0.0 
Hudson Cooper Asset Management, Inc. 73.1 
Hudson Cove Capital Management LLC Jersey City NJ US 488.0 
Hudson Crest Capital LLC 0.8 
Hudson Executive Capital LP New York NY US 441.0 
Hudson Financial Advisors Inc Streetsboro OH US 0.0 
Hudson Heritage Capital Management, Inc. Croton-on-hudson NY US 78.0 
Hudson Housing Capital LLC New York NY US 4224.4 
Hudson Park Advisors LLC New York NY US 21.5 
Hudson Pilot New York NY US 0.0 
Hudson Portfolio Management LLC Garrison NY US 107.0 
Hudson Realty Capital LLC New York NY US 266.4 
Hudson Structured Capital Management Limited. Stamford CT US 361.0 
Hudson Valley Investment Advisors, Inc. Goshen NY US 695.6 
Hudson Valley Wealth Management, Inc Pearl River NY US 85.7 
Hudson View Advisors, LLC Croton-on-hudson NY US 0.0 
Hudson Way Capital Management, LLC Dallas TX US 269.5 
Huesler Financial Consulting AG Lucerne CH 68.7 
Huff, Jamie Juno Beach FL US 0.0 
Huffman Financial Service Inc 29.5 
Hugh Johnson Advisors LLC Albany NY US 1302.4 
Hughes & Company Investment Advisory, LLC 0.0 
Hughes Berkshire Advisory, LLC 0.9 
Hughes Capital Management, LLC 0.8 
Hughes Financial Group, LLC Perrysburg OH US 4.0 
Hughes Financial Service, LLC Herndon VA US 163.9 
Hughes Investment Advisory Service LLC. 13.4 
Hughes Warren, Inc. Oklahoma City OK US 76.9 
Huizenga Capital Management, LLC Oak Brook IL US 531.7 
Hull And Turel Investment Management, LLC 0.0 
Hull Capital Management Dallas TX US 13.9 
Hull Capital Management LLC Locust Valley NY US 0.0 
Hull Tactical Chicago IL US 172.8 
Hull Wealth Management Murfreesboro TN US 33.5 
Hulsey Capital Management, Inc. Heber Springs AR US 45.6 
Hulthage Family Office 4.4 
Human Financial Austin TX US 0.0 
Human Investing Lake Oswego OR US 776.6 
Humble Capital Management LLC Honolulu HI US 35.9 
Hummel Wealth Management, LLC Berlin OH US 0.0 
Hummer Financial Advisory Service Inc 102.1 
Hummer Winblad Venture Partners San Francisco CA US 0.0 
Hummingbird LP Hong Kong HK 0.0 
Hummingbird Partners, LLC Elkhart IN US 85.4 
Hundredfold Advisors, LLC Virginia Beach VA US 66.5 
Hungerford Financial LLC Grand Rapids MI US 0.0 
Hunt Investment Management, LLC Chicago IL US 411.9 
Hunt Lane Capital New York NY US 578.9 
Hunter Associates LLC Pittsburgh PA US 571.4 
Hunter Capital Advisors, Inc. West Hartford CT US 0.6 
Hunter Capital Management Inc. 24.1 
Hunter Financial Service, Inc. Fair Lawn NJ US 32.6 
Hunter Investment Partners, LLC 4.0 
Hunter Michael Investment Advisors Inc Midlothian VA US 988.0 
Hunter Peak Investments, LP New York NY US 0.0 
Hunting Hill Global Capital, LLC New York NY US 362.0 
Huntington Management, LLC Chicago IL US 248.9 
Huntington Steele LLC Seattle WA US 738.1 
Huntleigh Advisors, Inc. St. Louis MO US 196.5 
Huntleigh Byrne Investment Advisors Inc St Louis MO US 54.8 
Huntwicke Advisors, LLC Topsfield MA US 134.4 
Hurlburt Financial Lakeland FL US 22.2 
Hurley Capital, LLC New York NY US 86.6 
Hurley Financial Group, Inc. Corvallis OR US 161.2 
Hurley Investments, LLC Sandy UT US 9.0 
Hurley Wealth Management Group, Inc Burlingame CA US 31.9 
Hurlow Wealth Management Group, Inc. Bloomington IN US 215.3 
Huron Capital Partners LLC Detroit MI US 1405.5 
Huron Investment Management, Inc. Chicago IL US 10.0 
Hurst & Degraffenried Wealth Management, LLC Bedford NH US 2.1 
Hurst Capital Management Albuquerque NM US 55.0 
Hurst Wealth Advisors, Pc Douglas GA US 3.6 
Hurt & Associates, LLC Abingdon VA US 2.5 
Hurwitz Associates, Inc. Houston TX US 24.1 
Husami & Associates Santa Fe Springs CA US 2.6 
Hussman Strategic Advisors Inc Ellicott City MD US 894.3 
Hustlewealth Investment & Asset Management, LLC 0.0 
Hutchens Investment Management Inc Concord NH US 112.7 
Hutchin Hill Capital, LP New York NY US 22808.6 
Hutchins Canning & Company Pa Kitty Hawk NC US 18.8 
Hutchinson & Ziegler Financial Advisors, Inc. San Rafael CA US 107.3 
Hutchinson Capital Management Larkspur CA US 588.0 
Hutchinson Financial Advisors, Inc 30.8 
Hutchison Investment Advisors 0.0 
Hutchison Road Partners, LLC Newport Coast CA US 0.3 
Hutchison Whitehead Wealth Management Canonsburg PA US 27.8 
Huth Advisory Group, LLC Appleton WI US 4.3 
Hutner Capital Management Inc. Manchester VT US 137.5 
Hutton Collins Partners LLP London UK 0.0 
Hutton Wealth Management Service, LLC 12.0 
Hv Capital Advisors LLC Dallas TX US 5.5 
Hv Fund I Management Co, LLC Dallas TX US 0.0 
Hv Holtzbrinck Ventures Adviser GmbH Munich DE 0.0 
Hvc Management Co., LLC San Francisco CA US 0.0 
Hw Capital Advisors, LLC New York NY US 460.1 
Hw Financial Advisors Cleveland OH US 0.0 
Hwco Wealth Management Service, LLC Columbus OH US 10.9 
Hwong 0.0 
Hwvp Management Company, LLC. San Francisco CA US 0.0 
Hy Financial LLC 0.2 
Hya Advisors, Inc Springfield MO US 495.9 
Hyak Capital Partners LLC 3.9 
Hyams Investments, Inc. 23.0 
Hyas Group Portland OR US 18.2 
Hyatt Capital Management West Chester PA US 41.3 
Hyde Park Venture Partners Chicago IL US 0.0 
Hydrazine Capital GP, LLC 0.0 
Hyline Wealth Sioux Falls SD US 8.6 
Hylland Capital Management 0.3 
Hynes Advisory Group LLC St Louis MO US 7.5 
Hyperion Capital Advisors Maitland FL US 0.0 
Hyperion Wealth Management, LLC Winter Park FL US 35.0 
Hypo Financial Service And Investment Adviser San Bernardino CA US 0.4 
Hyposwiss Advisors SA Geneva CH 137.3 
Hypotenuse Capital Management, LLC North Hollywood CA US 0.0 
Hyson Financial Solutions LLC 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 $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