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) 
Bsd Investment Advisors, LLC. Needham Ma 0.0 
Bsg&l Financial Service, LLC Houston TX US 60.5 
Bsp Advisors Limited. George Town, Grand Cayman KY 0.0 
Bst Wealth Management, LLC Albany NY US 54.7 
Bst Wealth Management, LLC Albany NY US 54.7 
Bsw Wealth Partners Boulder CO US 843.0 
Bsw Wealth Partners Boulder CO US 843.0 
Bt Wealth Management, LLC Atlanta GA US 622.0 
Bta Investment Advisors LLC New York NY US 0.0 
Btc Capital Management Des Moines IA US 3297.9 
Btc Capital Partners 0.0 
Btc Financial Management Co. Bethany MO US 4.6 
Btg Pactual Asset Management S.a. Dtvm Botafogo, Rio De Janeiro BR 0.0 
Btg Pactual Asset Management Us , LLC New York NY US 3670.3 
Btg Pactual Chile Servicios Financieros S.a. Santiago CL 90.0 
Btg Pactual Europe LLP London UK 0.0 
Btg Pactual Gestora De Recursos LTDA Sao Paulo BR 0.0 
Btl Capital Management, Inc. Freeport IL US 4.1 
Btr Capital Management Inc San Francisco CA US 730.1 
Bts Asset Management, Inc. Lexington MA US 1485.5 
Buchanan & Co., Inc. Jacksonville FL US 5.5 
Buchanan Street Partners, L.P. Newport Beach CA US 1035.8 
Bucher Wealth Advisors San Mateo CA US 61.0 
Buchholz Financial 0.0 
Buck, Charles P. 0.0 
Buckeye Capital Management LLC Wilmington DE US 0.0 
Buckeye Financial Solutions, Inc. Canton OH US 65.1 
Buckeye Wealth Management LLC Westerville OH US 30.9 
Buckhead Capital Management, LLC Atlanta GA US 1182.3 
Buckhead Investment Partners, LLC Atlanta GA US 657.8 
Buckhead One Financial Opportunities, LLC Atlanta GA US 0.0 
Buckhorn Resources, LP Houston TX US 0.0 
Buckingham Capital Management Inc New York NY US 1024.3 
Buckingham Capital Management, Inc. Dayton OH US 488.1 
Buckingham Financial Group, Inc. Dayton OH US 0.0 
Buckingham Strategic Wealth St Louis MO US 8766.4 
Buckland Partners Management Co. Harrison NY US 0.0 
Buckley Capital Advisors, LLC New York NY US 49.0 
Buckley Investment Group, LLC Walla Walla WA US 115.9 
Buckley Lloyd Partners, LLC New York NY US 0.0 
Buckley Muething Capital Management Co Bethlehem PA US 121.9 
Buckley Wealth Management, LLC Las Vegas NV US 306.5 
Buckman Advisory Group LLC Little Silver NJ US 178.1 
Buckman Advisory Group LLC Little Silver NJ US 178.1 
Buckram Securities Limited Glen Cove NY US 0.0 
Bucks County Financial Planning Group, Inc. Newtown PA US 22.6 
Budak Financial Group, LLC 2.8 
Budge Financial Inc Dallas TX US 209.0 
Budge, David M. 2.8 
Budros, Ruhlin & Roe, Inc. Columbus OH US 2235.3 
Buell Investment Advisors Glastonbury CT US 0.0 
Buellesfeld Financial Service, Inc. Wellington KS US 11.4 
Buena Vista Fund Management, LLC. San Francisco CA US 499.8 
Buena Vista Investment Management LLC Wisconsin Rapids WI US 83.0 
Buff Capital Management 54.4 
Buffalo Bay Capital, LLC New York NY US 440.1 
Buffalo Capital Corporation Newport Beach CA US 118.9 
Buffalo Financial Solutions, LLC 0.0 
Buffalo First Wealth Management, LLC Buffalo NY US 20.0 
Buffington Mohr Mcneal Boise ID US 442.6 
Bugdal Zinsser Asset Management, Inc. 36.0 
Buie Investment Advisors, LLC Charlotte NC US 13.2 
Build America Management Company Irvine CA US 0.0 
Builder Investment Group Atlanta GA US 353.0 
Bull & Bear Capital Advisors, LLC Jacksonville FL US 39.0 
Bull City Advisors, LLC Durham NC US 137.2 
Bull Moose Investments LLC Milwaukee WI US 6.2 
Bull Oak Capital, LLC San Diego CA US 18.0 
Bullard Mcleod & Associates Inc Albany NY US 111.2 
Bullbear Investment Management, LLC 2.4 
Bulldog Advisors LLC 4.2 
Bulldog Asset Management, Inc. 24.5 
Bulldog Innovation Group LLC Greenwich CT US 0.0 
Bulldog Investors, LLC Saddle Brook NJ US 545.6 
Bulle Rock Dallas TX US 16.9 
Bullington Capital Management, LLC Akron OH US 70.0 
Bullock Capital Alliance, Inc. Colorado Springs CO US 56.1 
Bullogic LLC 1.6 
Bullpen Capital San Francisco CA US 0.0 
Bullseye Asset Management LLC Denver CO US 68.6 
Bullseye Investment Management, LLC 24.3 
Bulltick Wealth Management, LLC Miami FL US 266.6 
Bultman Investment Management, Inc. Brookfield WI US 35.8 
Bulwark Capital Corporation 54.7 
Bulwarkbay Investment Group, LLC Boston MA US 0.0 
Bunker Hill Management LLC Boston MA US 306.0 
Bunnen Financial Management LLC 14.3 
Bunting Capital Management Inc Norfolk VA US 89.2 
Burbank Harbor Capital Management, LLC Guaynabo PR US 0.0 
Burchell, Denson & Morrison, P.c. Abilene Tx 0.0 
Burdick Wealth Management, LLC 9.0 
Bureker & Associates 27.3 
Burford Capital Investment Management LLC Chicago IL US 1264.4 
Burge Financial Sacramento CA US 8.7 
Burgeon Capital 17.9 
Burgeon Group, Inc. 1.5 
Burgess Chambers & Associates Inc Orlando FL US 0.0 
Burgess Financial Planning San Francisco CA US 1.5 
Burgos & Brein Wealth Management Lakeland FL US 0.0 
Burgundy Asset Management Limited. Toronto, Ontario CA 22944.4 
Burgundy Asset Management Limited. Toronto, Ontario CA 22944.4 
Burke, Richard A. San Leandro CA US 6.0 
Burkett Financial Service, LLC Rock Hill SC US 195.5 
Burks Wealth Management, Inc. Meridian ID US 28.0 
Burlingame Asset Management, LLC Burlingame CA US 0.0 
Burlingame Investment Group LLC 1.3 
Burnett Financial Group Edmond OK US 84.0 
Burnett Financial Service 0.0 
Burnham & Dells Advisors Grand Rapids MI US 198.5 
Burnham Asset Management Corporation New York NY US 1041.7 
Burnham Gibson Wealth Advisors, Inc. Irvine CA US 283.9 
Burns & Levinson Asset Management Boston MA US 179.0 
Burns Capital Investment Advisors, Inc. 5.5 
Burns Financial Advisors, Inc. Independence OH US 9.1 
Burns Matteson Capital Management, LLC Corning NY US 201.8 
Burnside & Associates, Limited Danville IL US 0.0 
Burnside Capital Management, LLC Portland OR US 18.1 
Burr & Company, LLC Osterville MA US 35.2 
Burr Capital LLC 1.2 
Burr Ridge Financial Planning Burr Ridge IL US 23.9 
Burr, Egan, Deleage & Co., Inc. Waltham MA US 0.0 
Burren Capital Advisors Limited Ocean Village GI 90.0 
Burrill Financial Service Fort Collins CO US 0.0 
Burris Wealth Management, Inc. Surprise AZ US 10.0 
Burroughs Financial Service Santa Cruz CA US 0.0 
Burrus Salt Lake City UT US 180.5 
Burt Asset Management, Inc. 0.0 
Burt Wealth Advisors Rockville MD US 577.1 
Burton A. Johnson, Portfolio Management, Inc. 8.6 
Burton Enright Welch Walnut Creek CA US 526.4 
Burton Wealth Management Scottsdale AZ US 23.5 
Busch Financial Planning 0.0 
Busey Capital Management, Inc. Champaign IL US 220.9 
Busey Financial Group, Inc. 0.0 
Bush O'donnell Investment Advisors, Inc St Louis MO US 161.4 
Bushido Capital Partners LLC Washington DC US 21.8 
Bushido Capital Partners LLC Washington DC US 21.8 
Busine LLC La Jolla CA US 19.4 
Business Blocks 101, Inc. 0.0 
Business Financial Strategies, Limited. 31.4 
Buska Wealth Management, LLC Rothschild WI US 0.0 
Buss Capital Management, LLC Lake Forest IL US 12.7 
Bustamante Financial Planning 0.0 
Buswell Associates, Inc. 8.7 
Butcherjoseph & Co. LLC Clayton MO US 0.0 
Butler & Co., Inc. South Windsor CT US 0.0 
Butler Associates Financial Planners, Inc. St. Louis MO US 47.7 
Butler Financial Service Boulder CO US 76.1 
Butler Financial Service, Limited. Westlake Village CA US 19.5 
Butler Investment Management Bradenton FL US 27.4 
Butler, Lanz & Wagler, L.c. Overland Park KS US 30.6 
Butorac Wealth Management Inc Sherman Village CA US 45.0 
Buttfield & Associates 15.6 
Buttonwood Advisors, LLC 10.0 
Buttonwood Advisors, LLC Canton OH US 2.0 
Buttonwood Capital Management bcm Scottsdale AZ US 5.2 
Buttonwood Financial Advisors, Inc. Baltimore MD US 64.0 
Buttonwood Financial Group, LLC Kansas City MO US 335.2 
Buttonwood Financial Inc. Walnut Creek CA US 0.5 
Buttonwood Group Advisors LLC New York NY US 0.0 
Buttonwood Partners, Inc. Madison WI US 18.8 
Buttonwood Tree Management, LLC Costa Mesa CA US 40.0 
BV Capital Management, LLC San Francisco CA US 0.0 
BV Investment Partners, LLC Boston MA US 984.0 
Bvcf Management Limited. Shanghai CN 0.0 
Bvf Partners L.P. San Francisco CA US 1185.2 
Bvf Partners L.P. San Francisco CA US 1185.2 
Bvp Partners, LLC Ewing NJ US 0.0 
Bw & Associates, Inc. Orange CA US 168.1 
Bw Capital Partners Chicago IL US 0.0 
Bws Financial Woodland Hills CA US 0.0 
Bybrook Capital LLP London UK 0.0 
Bybrook Capital LLP London UK 0.0 
Byerly Investment Management Inc. Malvern PA US 6.1 
Byrne & Company Wealth Management, LLC Olympia WA US 57.2 
Byrne Asset Management, LLC Princeton NJ US 143.7 
Byrne Financial Freedom, LLC Franklin MA US 113.2 
Byrne Wealth Management, LLC 20.1 
Byron Financial, LLC Charlotte NC US 255.1 
Byron Place Capital Management, LLC Metuchen NJ US 6.4 
Byrum Portfolio Management 4.0 
Byw St. Louis MO US 50.0 
B|o|s San Francisco CA US 3535.8 
           
 
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.
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