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.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Ci Capital Partners New York NY US 1988.1 
Ci Global Investments Inc. Boston MA USA 9422.6 
Cibc Asset Management Inc. Toronto CA 96775.2 
Cic Investment Consultants Burr Ridge IL US 44.0 
Cic Partners Management LLC Dallas TX USA 344.7 
Cicc Investment Advisory Co L Hong Kong HK 0.0 
Ciccarelli Advisory Service Inc Naples FL US 640.7 
Cicero Capital Partners Ellicott City MD US 14.0 
Ciclad Gestion Paris FR 0.0 
Cid Capital Ii, Inc. Indianapolis IN US 215.1 
Cid Capital, Inc. Indianapolis IN US 0.0 
Cidel Asset Management Inc Toronto, Ontario CA 145.9 
Cider Mill Investments LP Greenwich CT US 150.8 
Cifc Asset Management LLC New York NY US 13259.1 
Cig Asset Management, Inc. Southfield MI US 207.0 
Cigna Investments, Inc. Bloomfield CT US 30833.0 
Cigx, LLC Atlanta GA US 10.2 
Cim Advisers, LLC 0.0 
Cim Investment Advisors, LLC Los Angeles CA USA 8535.4 
Cim Investment Management Inc Pittsburgh PA US 1079.5 
Cim Investment Management Limited London UK 849.4 
Cimarron Healthcare Capital, LLC Bala Cynwyd PA US 0.0 
Cimarron Wealth Management, LLC 2.7 
Cincinnati Asset Management Inc Cincinnati OH US 2620.9 
Cincytech, LLC Cincinnati OH US 0.0 
Cinnaire DEVE Finance Management, LLC Lansing MI US 0.0 
Cintrifuse Fund Management, LLC Cincinnati OH US 0.0 
Cinven Capital Management v General Partner Limited St Peter Port GG 0.0 
Cinven Capital Management vi General Partner Limited St Peter Port GG 0.0 
Cinven Limited St Peter Port GG 0.0 
Cion Investment Management, LLC New York NY US 1412.6 
Ciovacco Capital Management 60.4 
Cip Capital New York NY US 422.5 
Cipher Capital LP New York NY US 1970.1 
Circa Capital, LLC Cumming GA US 16.5 
Circle Advisers Inc New York NY US 421.6 
Circle N Advisors, LLC Fishkill NY US 86.9 
Circle Road Advisors LP New York NY USA 384.0 
Circle Squared Alternative Investments, LLC Morristown NJ US 20.7 
Circle Wealth Management, LLC Summit NJ US 1037.5 
Circleup San Francisco CA US 0.0 
Cirrus Asset Management, LLC 0.0 
Cirrus Capital Management, LLC 19.4 
Cirrus Research, LLC Tarrytown NY US 0.0 
Cirrus Wealth Management Cleveland OH US 103.1 
Cit Asset Management LLC New York NY US 0.2 
Citadel Advisors LLC Chicago IL US 149215.6 
Citadel Capital Management 36.0 
Citadel Investment Advisory Inc 92.3 
Citadel Wealth Management LLC Arlington TX US 7.8 
Citi Private Advisory, LLC New York NY US 7333.6 
Citic Capital China Real Estate GP Limited Hong Kong HK 0.0 
Citic Capital China Real Estate Management Limited Hong Kong HK 0.0 
Citic Capital China Retail Properties GP Limited Hong Kong HK 0.0 
Citic Capital China Retail Properties Management Limited Hong Kong HK 0.0 
Citic Capital LP Hong Kong HK 0.0 
Citic Capital Real Estate Advisory Limited Hong Kong HK 0.0 
Citic Pe Funds Management Limited Grand Cayman KY 0.0 
Citigroup Alternative Investments LLC New York NY US 1791.3 
Citigroup Global Markets Inc. New York NY US 22285.3 
Citium Wealth Management, LLC 53.3 
Citiwest Capital Corporation Denver CO US 0.0 
Citizens Investment Advisors Providence RI US 240.7 
Citizens Securities, Inc. Dedham MA USA 2822.9 
Cito Capital Advisors LLC Hackensack NJ US 0.0 
Cito Capital Group, LLC 0.0 
Citrin Cooperman Wealth Management, LP New York NY US 1035.3 
Citrine Capital San Francisco CA US 13.5 
Cittica 0.0 
City Capital Management LLC. 7.7 
City Financial Investment Co L London UK 3575.1 
City Hill Ventures, LLC San Diego CA US 0.0 
City Investment Advisors, Inc. Langhorne PA US 1.5 
City National Rochdale New York NY US 30541.8 
City National Securities, Inc. Beverly Hills CA US 734.3 
City Of London Investment Management Co L London UK 4049.4 
City Securities Corporation Indianapolis IN US 949.1 
Cityview Management Service, LLC Los Angeles CA USA 1320.5 
Civc Partners, L.P. Chicago IL US 527.3 
Civic Capital Advisors, LLC New York NY US 122.3 
Cjk Capital Management, LLC 0.0 
Cjm Fiscal Management, Inc. Deer Park NY USA 316.4 
Cjm Wealth Advisers, Limited. Fairfax VA US 570.1 
Cjr Wealth Manaegment, LLC 0.0 
Cjs Financial Advisers / Cjsf Advisers Coral Springs FL US 0.0 
Cjw Capital 5.0 
Ck Advisors, LLC New York NY US 31.7 
Ckc Capital LLC New York NY US 0.0 
Ckw Financial Group, LLC Honolulu HI US 954.0 
Cl Deerwester & Partners LLC 0.0 
Cl Wealth Management LLC New York NY USA 146.2 
Cl&b Capital Management, LLC 3.8 
Cla Usa Advisory Group, LLC Frisco TX US 26.7 
Claar Advisors LLC New York NY US 330.4 
Cladis Investment Advisory LLC Billings MT US 86.2 
Clairmont Investment Advisors LLC 13.4 
Clairvest GP Manageco Inc. Toronto, Ontario CA 0.0 
Clairvue Capital Partners San Francisco CA US 0.0 
Claragh Mountain Investments LP Boston MA US 0.0 
Claraphi Advisory Network, LLC Laguna Hills CA USA 349.7 
Clare Market Investments, LLC Dallas TX US 55.0 
Clare Valley Capital Management LLC 0.0 
Claremont Capital Management, LLC Phoenix AZ US 340.0 
Claremont Consulting LLC 57.3 
Claremont Creek Ventures Oakland CA US 0.0 
Claremont Financial Group,Inc. Claremont CA US 93.2 
Claren Road Asset Management, LLC New York NY US 5219.4 
Clarendon Capital Management LLC 0.7 
Claret Asset Management Corporation Montreal Quebec CA 1137.3 
Clarfeld Tarrytown NY USA 6004.5 
Clarify Wealth Management Cincinnati OH US 132.4 
Clarion Advisors Inc. Auburn CA US 18.9 
Clarion Capital Partners, LLC New York NY US 399.6 
Clarion Partners New York NY US 40835.5 
Claris Advisors, LLC St. Louis MO USA 279.4 
Claris Advisors, LLC New York NY US 0.0 
Claris Financial, LLC Glen Allen VA US 108.7 
Clarity Asset Management, Inc. Ames IA USA 140.2 
Clarity Capital Advisors, LLC Irvine CA US 7.0 
Clarity Capital Kcps Limited Tel-aviv IL 809.6 
Clarity Diversified Alternatives Portfolio Management Limited. New York NY US 50.0 
Clarity Financial Columbia MO US 3.1 
Clarity Financial Planners St. Louis MO US 295.7 
Clarity Financial Planning Arlington VA US 0.0 
Clarity Financial, LLC Houston TX US 212.0 
Clarity Financial, LLC 12.0 
Clarity Investments + Planning LLC Mount Kisco NY US 63.3 
Clarity Managed Account Platform New York NY US 36.6 
Clarity Northwest Wealth Management, LLC 0.0 
Clarity Retirement Advisers, LLC Overland Park KS US 0.0 
Clarity Wealth Advisors San Jose CA US 155.2 
Clarity Wealth DEVE, LLC Corvallis OR US 34.7 
Clarity Wealth Management, Inc. Irvine CA US 48.9 
Clarity Wealth Management, LLC Flower Mound Tx 0.0 
Clarium Capital Management LLC San Francisco CA US 211.5 
Clarivest Asset Management LLC San Diego CA US 4188.1 
Clark & Burnette Wealth Management, LLC Lake Charles LA US 23.1 
Clark & Stuart Inc Portland ME US 92.0 
Clark Asset Management + Associates, Inc. Altadena CA US 22.6 
Clark Brothers Investments 10.0 
Clark Capital Management Group Inc Philadelphia PA USA 6498.6 
Clark Company Severna Park MD US 48.0 
Clark Dodge Asset Management, LLC White Plains NY US 297.8 
Clark Financial Advisors Birmingham AL US 172.0 
Clark Financial LLC 0.3 
Clark Financial Planning Service LLC 0.0 
Clark Financial Service Group, Inc. Chesterfield MO USA 182.5 
Clark Hourly Financial Planning And Investment Management 0.0 
Clark Nobil & Co. Hallandale Fl 0.0 
Clark Nuber P.s. Bellevue WA US 0.0 
Clark Planning & Investment Advisory Birmingham AL US 16.5 
Clark Wealth Strategies, Inc Omaha NE US 25.4 
Clark, Jeffrey, Brian 0.0 
Clarkin, Freeman & Associates, Inc. 0.0 
Clarkston Capital Partners, LLC Bloomfield Hills MI US 2855.1 
Claro Advisors, LLC Boston MA USA 185.6 
Clarus Financial Planning Geneva CH 0.0 
Clarus Ventures LLC Cambridge MA US 0.0 
Clarus Wealth Advisors, LLC Peoria AZ US 74.5 
Clary Financial, Inc. So. Easton MA US 36.8 
Class 500 LLC London UK 0.0 
Class Vi-capital Partners, LP New York NY US 0.0 
Classic Asset Management, LLC Fargo ND USA 116.5 
Classic Financial & Insurance Service, Inc. Thousand Oaks CA US 10.7 
Classic Value Investors LLC 0.3 
Clay Capital Management LLC Boulder CO US 4.8 
Clay Cove Capital Portland ME US 0.0 
Clay Northam Wealth Management Seal Beach CA US 109.1 
Claybrook Capital, LLC Wellesley MA US 270.3 
Claycomb Wealth Management Carmel CA US 26.5 
Clayton Associates Holdings LLC Brentwood TN US 0.0 
Clayton Financial Group, LLC 393.3 
Clayton Financial Service Inc Topeka KS US 379.6 
Clayton Investment Advisor LLC 11.2 
Clayton Partners LLC San Francisco CA US 105.0 
Clayton Perfilio, Limited. Scranton PA US 0.0 
Clayton, Dubilier & Rice, LLC New York NY US 15492.2 
Clayvard Limited. London UK 7.3 
Clb Financial 6.5 
Clbi Investments Inc Walnut Creek CA US 48.1 
Clc Capital Management Grand Junction CO US 15.0 
Clean Yield Asset Management Norwich VT US 290.3 
Clear Brook Advisors, Inc. Boston MA US 1247.5 
Clear Capital Advisors, LLC Sherman Oaks CA US 0.0 
Clear Capital Management LLC 12.6 
Clear Cove LLC Dallas TX US 5.2 
Clear Creek Capital, LLC Los Angeles CA US 0.0 
Clear Creek Financial Management, LLC Silverdale WA US 82.5 
Clear Fiduciary Consultants, LLC 0.0 
Clear Financial Advisors, LLC Livonia MI US 25.2 
Clear Harbor Asset Management, LLC New York NY US 606.2 
Clear Haven Capital Management, LLC New York NY US 20.0 
Clear Investment Research, LLC Atlanta GA US 3366.9 
Clear Net Worth, LLC. Baton Rouge LA US 10.9 
Clear Path Financial Planning 0.9 
Clear Perspective Advisors, LLC Aurora IL US 253.0 
Clear Perspectives Financial Planning, LLC Cincinnati OH US 103.2 
Clear Point Advisors, Inc. Melville NY US 135.6 
Clear Point LLC 0.0 
Clear Ridge Wealth Management, LLC Kalamazoo MI US 51.0 
Clear Rock Advisors, LLC Austin TX US 131.9 
Clear Stream Advisors, Inc 17.0 
Clear Trace, LLC 3.2 
Clear Venture Management, LLC Palo Alto CA US 0.0 
Clear View Wealth Advisors, LLC 2.3 
Clear Vision Financial Advisors 0.0 
Clearance Capital Limited London UK 0.0 
Cleararc Capital, Inc. Cincinnati OH US 6126.0 
Clearbell Fund Management Limited London UK 0.0 
Clearbridge Investments Baltimore MD US 5216.8 
Clearbridge Investments, LLC New York NY US 99255.9 
Clearbridge Wealth Management, Inc Atlanta GA US 142.2 
Clearbrook Advisory Service, LLC Belmont NC US 30.9 
Clearbrook Capital Advisors LLC 0.0 
Clearbrook Investment Consulting LLC New York NY US 536.4 
Clearbrook Investment Management, LLC 7.8 
Clearbrook Investment Solutions LLC New York NY US 142.8 
Clearfield Capital Management LP New York NY US 504.9 
Clearlake Advisors, LLC. San Anselmo CA US 225.8 
Clearlake Capital Group, L.P. Santa Monica CA US 3513.1 
Clearlight Partners Management, LLC Newport Beach CA US 540.6 
Clearline Capital LP New York NY US 1441.0 
Clearlogic Financial, Inc. Reston VA US 285.8 
Clearpath Capital Partners LLC San Francisco CA US 226.5 
Clearpath Wealth Management, LLC Providence RI US 64.0 
Clearrock Capital LLC Ketchum ID US 367.0 
Clearshares LLC New York NY USA 41.7 
Clearsight Investments AG Pfaffikon CH 0.0 
Clearspring Capital Partners Toronto CA 0.0 
Clearstone Venture Partners Santa Monica CA US 0.0 
Clearview 401k Consultants Inc. Huntington Beach CA US 0.0 
Clearview Capital, LLC Stamford CT US 957.6 
Clearview Circle Capital, LLC Houston TX US 0.0 
Clearview Financial Consulting LLC 12.6 
Clearview Financial Partners Bryn Mawr PA USA 0.0 
Clearview Financial Planning El Segundo CA US 0.0 
Clearview Financial, Inc. San Diego CA US 23.0 
Clearview Financial, LLC Richmond VA US 30.9 
Clearview Group Atlanta GA US 1139.0 
Clearview Investment Partners, LLC Newport Beach CA US 170.6 
Clearview Investments 20.3 
Clearview Wealth Management Charlotte NC US 78.0 
Clearview Wealth Solutions, LLC Lake Zurich IL US 30.1 
Clearvue Advisors LLC 11.2 
Clearvue Financial Planning Alexandria VA US 0.9 
Clearvue Partners Management Limited Grand Cayman KY 0.0 
Clearwater Advisors, LLC Boise ID US 7470.3 
Clearwater Capital Management 20.0 
Clearwater Capital Partners, LLC New York NY US 1309.8 
Clearwater Investment Management LLC 1.6 
Clearwater Management Co., Inc. St Paul MN US 2238.3 
Clearwater Wealth Management LLC North Logan UT US 83.7 
Clearwealth Independent Fiduciaries, LLC 24.6 
Cleary Gull Advisors Inc. Milwaukee WI US 2292.3 
Clelland & Company Inc San Diego CA US 373.1 
Clem Investments Rapid City SD US 62.6 
Clemensen Capital Company LLC 6.6 
Clement Asset Management, LLC Atlanta GA US 2.3 
Clement Street Capital LLC Oak Brook IL US 54.1 
Clemente Investment Service LLC Kingston PA US 0.0 
Clements Investment Management Ventura CA US 1.9 
Clemson-eps Advisors, LLC Seneca SC US 83.1 
Clepsydra Investments LLC 0.0 
Clerestory Advisors, Inc Mendota Heights MN US 0.0 
Clessidra Sgr S.p.a. Milan IT 0.0 
Cleveland Capital Management Rocky River OH US 44.9 
Cleveland Hauswirth Investment Management, Inc. Milwaukee WI US 208.0 
Cleveland Wealth, LLC Cleveland OH US 38.7 
Clf Asset Management, Inc. Madison WI US 23.1 
Clg LLC Gardena CA USA 2.7 
Click Capital Management, LLC Jupiter Fl 0.0 
Click Portfolios Limited. 0.0 
Client 1st Advisory Group Clearwater FL US 191.2 
Client First Advisors, LLC 30.4 
Client First Finance LLC 0.0 
Client First Financial Advisors, LLC 0.1 
Client First Investment Management LLC West Bend WI US 39.5 
Client One Securities LLC Leawood KS USA 331.2 
Client Priority Financial Advisors LLC 0.0 
Clientfirst Wealth Management Little Rock AR US 157.3 
Clients First Wealth Management, LLC 5.0 
Clifford Capital Management 28.8 
Clifford Capital Partners, LLC Naperville IL US 30.8 
Clifford Investment Counsel, LLC 6.4 
Clifford Swan Investment Counselors Pasadena CA US 2469.4 
Cliffwater LLC Marina Del Rey CA US 1208.1 
Clifton Myers Financial Advisory Round Rock TX US 2.8 
Clifton, Roger Lambert Columbus NC US 56.0 
Cliftonlarsonallen Wealth Advisors, LLC Minneapolis MN US 2426.9 
Climber Capital SA Nyon, Vaud CHE 0.0 
Climeco Environmental Capital Management LLC Boyertown PA US 0.0 
Cline Financial Concepts, LLC 14.2 
Clink Savings Inc. 0.0 
Clinton Group, Inc New York NY US 2977.3 
Clinton Investment Management, LLC Stamford CT US 281.2 
Clinton Retail Investment Management LLC New York NY US 0.0 
Clinton Wealth Management LLC Norman OK US 29.6 
Clintsman Financial Planning Southlake TX USA 252.0 
Clipper Advisor LLC 1.2 
Cliveden Ancestoral Partners, LLC 24.5 
Clm Capital Management LLC Sanford ME US 38.6 
Cloak Advisors Albuquerque NM US 20.0 
Closed Loop Fund GP, LLC New York NY US 0.0 
Closed-end Fund Advisors Inc. Richmond VA US 105.5 
Clothier Springs Capital Management, LLC 8.3 
Cloud Apps Capital Partners San Francisco CA US 0.0 
Cloud Capital LLC Grove OK USA 173.3 
Cloud Fund Management, LLC Mckinney TX US 0.0 
Cloud Investments, LLC Huntsville AL US 72.0 
Cloud, Minturn & Associates, LLC Torrance CA US 0.0 
Clough Capital Partners, LP Boston MA US 4438.6 
Clout Inc. Advisors Tucson AZ US 11.0 
Clover Asset Management, LLC Overland Park KS US 0.0 
Clover Leaf Financial, LLC Fairport NY US 0.0 
Clover Partners, L.P. Dallas TX US 297.5 
Cloverdale Capital Management, LLC Dallas TX US 212.6 
Cloverfeld 0.1 
Cloverhill Capital Management Smithtown NY US 11.5 
Cloverlay Investment Management, LLC Conshohocken PA US 201.7 
Clovis Point Capital, LLC Houston TX US 0.0 
Cls Financial Advisors, Inc. Portland OR US 0.0 
Cls Investments, LLC Omaha NE US 6953.9 
Clsa Capital Partners Hong Kong HK 0.0 
Clsrs, LLC Austin TX US 0.0 
Cluain-eraird Equity Investors, LLC Menlo Park CA US 18.8 
Clune & Associates Chicago IL US 229.5 
Clutch Capital Management, LLC 29.0 
Clute Wealth Management Plattsburgh NY US 0.0 
Clutinger Williams & Verhoye Inc San Diego CA US 121.0 
Clutterbuck Capital Management LLC Cleveland OH US 96.1 
Clyde Blowers Capital East Kilbride UK 0.0 
Clyde Financial Planning 0.0 
Cm Capital Management, LLC Virginia Beach VA US 2.6 
Cm Financial Advisors, LLC Rocky Hill CT US 11.4 
Cm First Capital Corporation. Huntington Beach CA US 8.9 
Cm Investment Partners, LLC New York NY US 320.0 
Cm Management, LLC 58.8 
Cm Wealth Advisors Inc. Cleveland OH US 2471.2 
Cma Financial Service Atlanta GA US 11.6 
Cma Investments 3.3 
Cmc Advisors, Inc. New York NY US 0.0 
Cmc Capital Advisors, Limited Grand Cayman KY 0.0 
Cmd Financial Service 0.5 
Cme Strategic Wealth Management Temecula CA US 0.0 
Cmg Capital Management Group, Inc. King Of Prussia PA US 243.5 
Cmg Financial Planning, Limited. Pearl River NY US 0.0 
Cmh Wealth Management, LLC North Hampton NH US 246.2 
Cml Wealth Management, LLC Brea CA USA 99.0 
Cmp Berlin DE 0.0 
Cmp Financial Planning 22.7 
Cmr Capital Management, LLC Pasadena CA US 77.0 
Cmr Investments 0.0 
Cms Fund Advisers, LLC Wynnewood PA US 19.1 
Cmt Portfolio Advisors LLC 0.0 
Cn Wealth Management, LLC Alpharetta GA US 17.7 
Cnh Partners, LLC Greenwich CT US 13182.4 
Cni Ccef Advisors, LLC Los Angeles CA US 2.0 
Cni Recf Advisors, LLC Los Angeles CA US 2.4 
Cni Tcef Advisors, LLC Los Angeles CA US 0.0 
Cnl Energy Fund Advisors, LLC Orlando FL US 0.0 
Cnl Fund Advisors Company Orlando FL US 4.0 
Cnl Fund Advisors Ii, LLC Orlando FL US 0.0 
Cnl Strategic Capital Management, LLC Orlando FL USA 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.
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