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) 
Lo, Ming 0.6 
Loancore Capital, LLC Greenwich CT US 0.0 
Lobnek Wealth Management Inc. Geneva CH 0.0 
Loc Investment Advisers Hurricane WV US 580.2 
Localshares Investments Nashville TN US 8.0 
Localshares Investments Nashville TN US 8.0 
Lockbox Capital, LLC 0.0 
Locke Financial Service, Inc. Palatine IL US 48.0 
Locke Partners Investment Manager LLC Charlotte NC US 0.0 
Locker Financial Service, LLC Little Falls NJ US 48.1 
Locker Wealth Management, Inc. 8.2 
Lockhart Capital LLC Tampa FL US 0.0 
Lockshield Partners, Inc. Glasgow KY US 63.5 
Lockton Investment Advisors, LLC Kansas City MO US 0.0 
Lockton Investment Advisors, LLC Kansas City MO US 0.0 
Lockwood Advisors Inc King Of Prussia PA US 6896.8 
Lockwood Wealth Management Inc. 3.9 
Locorr Fund Management, LLC Excelsior MN US 2255.9 
Locust Capital Management LLC Philadelphia PA US 344.0 
Locust Capital Management LLC Philadelphia PA US 344.0 
Locust Point Capital Red Bank NJ US 0.0 
Locust Walk Impact Management, LLC 0.0 
Locust Wood Capital Advisers, LLC New York NY US 1170.3 
Lodbrok Capital LLP London UK 0.0 
Lodestar Advisory Group, LLC Short Hills NJ US 24.3 
Lodestar Asset Management LLC Oklahoma City OK US 3.7 
Lodestar Financial Management, LLC 0.0 
Lodestar Investment Counsel, LLC Chicago IL US 1261.5 
Lodestar Private Asset Management LLC Alamo CA US 404.6 
Lodestone Capital Management 2.2 
Lodestone Capital Solutions LLC Torrance CA US 3.0 
Lodge Hill Capital, LLC New York NY US 1166.9 
Loeb Partners Corporation New York NY US 381.1 
Loeb Partners Management Inc New York NY US 24.4 
Lofoten Asset Management Limited London UK 1236.0 
Loftus Investment Advisors Gold River CA US 48.0 
Logan Capital Management, Inc. Ardmore PA US 1401.1 
Logan Circle Partners, L.P. Philadelphia PA US 33435.5 
Logan Financial Planning LLC Destin FL US 32.0 
Logan Partners Inc 17.6 
Logen Asset Management LP New York NY US 309.8 
Logen Asset Management LP New York NY US 309.8 
Logia Portfolio Management Leawood KS US 286.7 
Logic Capital Management, LLC Houston TX US 80.2 
Logic Wealth Management, LLC Pasadena CA US 27.1 
Logica Capital Advisers, LLC Los Angeles CA US 48.0 
Logical Investments, LLC Baton Rouge LA US 30.0 
Logical Wealth Management Inc. Cheyenne WY US 25.5 
Lokken Investment Group, LLC Lewes DE US 75.6 
Lomas Capital Management LLC New York NY US 886.3 
Lombard San Francisco CA US 474.5 
Lombard San Francisco CA US 461.6 
Lombard Advisers Inc Baltimore MD US 6.9 
Lombard Odier Asset Management (usa) Corporation New York NY US 2348.5 
Lombard Odier Transatlantic Limited Montreal CA 477.5 
Lombard Street Partners, LLC Danville CA US 64.2 
Lombardia Capital Partners, LLC Pasadena CA US 2149.7 
Lonano Financial Advisors, Inc. Greensboro NC US 48.9 
Londinium Asset Management Limited. 98000 Principality Of Monaco MC 60.0 
London And Capital Investment Advisors, Inc. London UK 338.8 
London Wall Capital Management, LLC Twinsburg OH US 46.5 
Lone Peak Asset Management, Inc. Alpine UT US 20.0 
Lone Peak Partners Management LP New York NY US 85.8 
Lone Pine Capital LLC Greenwich CT US 33157.1 
Lone Star Investment Advisors, LLC Dallas TX US 467.9 
Lone Star Investment Advisors, LLC Dallas TX US 467.9 
Lone Star North America Acquisitions, LLC Dallas TX US 48125.8 
Lone Star Value Management, LLC Old Greenwich CT US 110.8 
Lonestar Registered Investment Advisors, Pllc Lubbock TX US 0.0 
Long Cast Advisers, LLC Brooklyn NY US 1.4 
Long Financial Planning Chicago IL US 29.3 
Long Hill Capital Management Shanghai CN 0.0 
Long Investment Advisory Reedley CA US 41.3 
Long Island Financial Advisors, Inc. Medford NY US 21.6 
Long Island Wealth Management, Inc. Syosset NY US 98.2 
Long Lake Capital Management, LLC Bloomfield Hills MI US 11.3 
Long Meadow Investors, LLC Stamford CT US 0.0 
Long Point Capital, Inc New York NY US 417.0 
Long Pond Capital, LP New York NY US 3745.6 
Long Ridge Capital Management LP New York NY US 0.0 
Long River Capital Management Ii LLC Amherst MA US 0.0 
Long Road Investment Counsel, LLC Kalamazoo MI US 162.2 
Long Run Financial, Limited 2.9 
Long Run Investment Management, LLC Buffalo Grove IL US 5.3 
Long Short Advisors, LLC Philadelphia PA US 40.7 
Long Term Investors, LLC Wenatchee WA US 13.8 
Long View Financial Service, Inc 29.6 
Long Wharf Capital LLC Boston MA US 780.8 
Longboard Asset Management Phoenix AZ US 507.1 
Longboard Capital Advisors, LLC 77.0 
Longboat Key Financial Group, LLC Longboat Key FL US 49.5 
Longbow Asset Management Tulsa OK US 73.9 
Longbow Research, LLC Seven Hills OH US 0.0 
Longer Investments Inc Fayetteville AR US 146.2 
Longest & Young, LLC Knoxville TN US 7.8 
Longfellow Investment Management Co. LLC Boston MA US 9192.3 
Longfin Capital, LLC Palo Alto CA US 0.0 
Longford Capital Chicago IL US 206.7 
Longford Capital Chicago IL US 206.7 
Longhorn Capital Partners, L.P. Dallas TX US 335.9 
Longhorn Capital Partners, L.P. Dallas TX US 319.1 
Longhorn Investments, Inc. Boynton Beach FL US 10.8 
Longitude Capital Management Co., LLC Menlo Park CA US 1229.5 
Longlead Capital Partners Pte. Limited. Singapore SG 0.0 
Longman Wealthcare Management, LLC Miami FL US 16.3 
Longmeadow Capital Management, Inc 0.0 
Longpoint Realty Partners, LP Boston MA US 240.0 
Longroad Asset Management, LLC Old Greenwich CT US 50.3 
Longrun Capital Management LLC 61.0 
Longship Advisers, LLC Minneapolis MN US 0.0 
Longtail Alpha, LLC Newport Beach CA US 14.3 
Longtail Alpha, LLC Newport Beach CA US 14.3 
Longview Advisors, LLC Newton KS US 0.0 
Longview Asset Management, LLC Santa Fe NM US 108.1 
Longview Financial Advisors, Inc. Huntsville AL US 136.4 
Longview Financial Service, LLC 6.3 
Longview Financial, Inc. 0.0 
Longview Partners (guernsey) Limited St. Peter Port GG 21023.7 
Longview Partners guernsey Limited St. Peter Port GG 21023.7 
Longview Partners LLP London UK 21023.7 
Longview Wealth Management Atlanta GA US 451.2 
Longview Wealth Management, LLC 78.7 
Longview, Inc. Longwood FL US 13.1 
Longvue Capital Management 558.1 
Longwave Advisor, LLC New York NY US 0.1 
Longwave Financial LLC New York NY US 0.0 
Longwood Fund Management LLC Boston MA US 0.0 
Longwood Investment Advisors, Inc. 0.0 
Longwood Management LLC Boston MA US 0.0 
Longworth Management Company, Inc. Waltham MA US 0.0 
Lonier Financial Advisory LLC 16.6 
Looking Glass Investments LLC Milwaukee WI US 0.0 
Lookout Capital Management, LP Houston TX US 33.8 
Loom Capital Management LLC New York NY US 306.8 
Loom Capital Management LLC New York NY US 306.8 
Loomis, Sayles & Company, L.P. Boston MA US 224319.1 
Loop Capital Markets LLC Chicago IL US 0.0 
Lopez & Lopez, P.a. Tampa FL US 3.5 
Lopez Wealth Management, LLC Abingdon VA US 180.7 
Lorado Capital LLC 0.0 
Lord & Sanborn, Inc. Canterbury NH US 0.0 
Lord Wellington Investments, LLC Baton Rouge LA US 0.0 
Lord, Abbett & Co. LLC Jersey City NJ US 146748.0 
Loretta Nolan Associates, LLC Old Greenwich CT US 71.6 
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP Boston MA US 6153.2 
Lorintine Capital Dallas TX US 20.0 
Los Angeles Capital Management And Equity Research, Inc. Los Angeles CA US 22362.8 
Losch Management Company 29.0 
Lota Advisors LLC. 8.0 
Lottman Financial Group La Canada CA US 0.0 
Lottsa Financial Service, Inc. Minneapolis MN US 24.4 
Lotus Asset Management LLC Hamilton NJ US 1.5 
Lotus Innovations Management LLC Irvine CA US 0.0 
Lotus Investment Advisors Rye NY US 45.0 
Lotusgroup Advisors Denver CO US 34.7 
Lotzer & Co.,Inc. Bayside WI US 6.0 
Loucks & Weaver Financial, Inc. Elkhart IN US 19.5 
Loudon Investment Management, LLC West Lebanon NH US 149.6 
Louella Capital Partners, LLC Wynnewood PA US 0.0 
Lountzis Asset Management, LLC Wyomissing PA US 146.0 
Lourdmurray Beverly Hills CA US 3585.1 
Loveland & Bastian Financial Service Group, LLC 13.0 
Loveless Wealth Management, LLC Billings MT US 94.9 
Lovell Minnick Partners LLC Radnor PA US 1793.0 
Lovetere Financial LLC 27.1 
Lovett Advisors LLC Wilmington DE US 109.0 
Lovett Advisors LLC Wilmington DE US 109.0 
Lovett Investment Consulting LLC 136.8 
Lowder Brian D Inc San Diego CA US 251.5 
Lowe Ent Investors Los Angeles CA US 2548.1 
Lowe Wealth Advisors, LLC Columbia MD US 249.1 
Lowe, Brockenbrough & Company, Inc. Richmond VA US 2459.3 
Lowell Blake & Associates Inc. Boston MA US 508.0 
Lowell Road Asset Management, Inc. Manhasset NY US 26.0 
Lowell Wealth Management Lubbock TX US 41.3 
Lowenhaupt Global Advisors, LLC St. Louis MO US 949.7 
Lower River Wealth Management Buffalo NY US 30.0 
Lowercase Capital Hermosa Beach CA US 0.0 
Lowery Asset Consulting, LLC Chicago IL US 391.2 
Lowery Thomas, LLC San Francisco CA US 150.3 
Lowin, Leeam 93.2 
Lowry Capital Management Corporation Palm Beach Gardens FL US 50.4 
Lowry Financial Advisors Tioga FL US 0.0 
Loyalhanna Capital Management, LLC 0.7 
Loyd Capital Performance Partners, Inc. Stuart FL US 34.4 
Loynd Capital Management Marblehead Ma 0.0 
Loyola Asset Management LLC Coral Gables FL US 265.1 
LP Financial Planning 0.0 
Lpc Evolution GP, LLC Boston MA US 0.0 
Lpc Harvest GP, LLC Boston MA US 0.0 
Lpc London GP, LLC Boston MA US 0.0 
Lpc Realty Advisors I LP Chicago IL US 1995.4 
Lpc Westchester GP, LLC Boston MA US 0.0 
Lpc Westfield GP, LLC Boston MA US 0.0 
Lpk Investment Group, LLP New York NY US 88.0 
Lpl Financial LLC Boston MA US 117247.8 
Lpl Financial LLC Boston MA US 117247.8 
Lpm Advisors, LLC Burbank CA US 0.0 
Lpm Capital Management 0.0 
Lpr Capital, Inc. Pasadena CA US 37.4 
Lps Financial LLC New York NY US 18.9 
Lrj Monthly Income Investing 19.6 
Lrj Wealth Management LLC Solon OH US 44.0 
Lrl Financial Planning Service, Inc. 0.0 
Lrn Associates Limited. 22.7 
Lrv Capital Management, LLC New York NY US 181.3 
Ls Capital, Inc. Sherman Oaks CA US 0.0 
Ls Power Equity Advisors, LLC New York NY US 3360.7 
Lsa Tpm, LLC Lees Summit MO US 0.0 
Lsaf Management, LLC White Plains NY US 0.0 
Lsia Bloomfield Hills MI US 3550.2 
Lsma Capital,LLC Miami FL US 0.0 
Lsmpt Financial Advisors, LLC Fairfield NJ US 0.0 
Lsp Advisory BV Amsterdam NL 0.0 
Lsp Or Life Sciences Partners Amsterdam NL 0.0 
Lsv Advisors, LLC New York NY US 942.7 
Lsv Asset Management Chicago IL US 97041.9 
Ltg Capital LLC 59.7 
Ltp Partners LLC New York NY US 0.0 
Lubbock Financial Service, Inc. Lubbock TX US 45.6 
Lubert-adler Management Company, L.P. Philadelphia PA US 3290.7 
Luby Advisory Service, LLC Dallas TX US 3.0 
Luby Asset Management LLC 10.2 
Lucas Capital Management, LLC. Red Bank NJ US 182.7 
Lucas Group Financial Planners, Inc. Sacramento CA US 22.7 
Lucci Capital Investments 0.0 
Lucerne Capital Management, LP Greenwich CT US 717.0 
Lucey Investment Management, LLC 32.2 
Lucha Capital Management LP San Francisco CA US 173.1 
Lucia Capital Group San Diego CA US 497.2 
Lucia Capital Management San Diego CA US 509.2 
Lucid Advisors, Inc. Seattle WA US 559.4 
Lucid Management And Capital Partners LP New York NY US 0.0 
Lucidamp Financial 0.0 
Lucien Stirling & Gray Advisory Group Inc Austin TX US 141.7 
Lucky Man, LLC Kansas City MO US 4.6 
Lucror Capital Advisors, L.P. Miami FL US 37.8 
Lucrum Capital, LLC San Francisco CA US 22.0 
Lucus Advisors LLC New York NY US 218.6 
Ludeman Capital Management, Inc. Ferndale WA US 24.1 
Ludlow Management Group, LLC Detroit MI US 0.0 
Ludwick & Shirman Boulder CO US 114.0 
Luesink Stenstrom Financial New York NY US 26.8 
Lufkin Advisors, LLC N Palm Beach FL US 104.6 
Luke Financial Company, LLC Dallas TX US 26.0 
Luken Investment Analytics, LLC Franklin TN US 0.0 
Luma Capital Naples FL US 129.8 
Lumbard & Kellner, LLC Hollis NH US 172.0 
Lumen Capital Management, LLC. 0.0 
Lumen Funds Huntington Beach CA US 2.0 
Lumen Management LLC Draper UT US 15.4 
Lumerity Capital Management, LLC Greenwich CT US 0.0 
Lumia Capital San Francisco CA US 0.0 
Lumin Financial, LLC Southfield MI US 101.5 
Lumina Financial Consultants, LLC 15.7 
Lumina Fund Management LLC New York NY US 964.0 
Lumina Investment Advisors LLC Aventura FL US 0.0 
Luminari Capital Palo Alto CA US 0.0 
Luminary Capital, LLC 8.0 
Luminary Financial Planning Modesto CA US 9.0 
Luminate Capital Partners San Francisco CA US 0.0 
Luminist Capital, LLC Grand Rapids MI US 0.0 
Luminor Capital Management, LLC 0.0 
Luminus Management, LLC New York NY US 6825.1 
Lumira Capital Toronto, Ontario CA 0.0 
Lummis Asset Management, L.P. Fort Worth TX US 72.2 
Luna Capital Management, LLC 10.5 
Luna Investment Service Inc. 6.8 
Lunar Capital Management Advisors Limited. Hong Kong HK 0.0 
Lunda Financial Service 0.0 
Lunia Capital LP Dallas TX US 365.5 
Lunsford Financial Planning, Inc. 12.7 
Lunt Capital Management Inc. Salt Lake City UT US 190.9 
Lupin Investment Co. Limited. Grand Cayman KY 0.0 
Lurie Davis Wealth Management 1.0 
Lussenheide Capital Management, Inc Murrieta CA US 7.9 
Lustgarten Financial Service, Inc. Ithaca NY US 17.4 
Luther Forest Wealth Advisors, LLC. Malta NY US 49.2 
Luther King Capital Management Corporation Fort Worth TX US 14543.1 
Luther King Capital Management Corporation Fort Worth TX US 15708.3 
Lutkus, Douglas John Carmel CA US 3.2 
Lutz Financial Omaha NE US 696.5 
Lux Capital Management, LLC New York NY US 0.0 
Luxor Capital Group, LP New York NY US 4976.2 
Luxor Capital Group, LP New York NY US 4976.2 
Luxton Financial 0.7 
Lvh, LLC Mill Valley CA US 8.0 
Lvl Research LLC 0.0 
Lvm Capital Management Limited Portage MI US 481.6 
Lvpmc, LLC San Ramon CA US 0.0 
Lvr Research, LLC 9.8 
Lvw Advisors, LLC Pittsford NY US 1704.8 
Lvz Advisors, Inc. Holland MI US 417.6 
Lw Advisors, LLC. Des Moines IA US 24.6 
Lw Investment Management usa LLC Miami FL US 10.6 
Lw Pacific Investments LLC 0.8 
Lwh Advisors Inc. 2.1 
Lwi Financial Inc. San Jose CA US 14673.9 
Lwm Advisory Service, LLC Plantation FL US 203.3 
Lwo LLC Dallas TX US 0.0 
Lws Wealth Advisors Of Colorado, Inc. Basking Ridge NJ US 22.2 
Lws Wealth Advisors, Inc. Basking Ridge NJ US 165.4 
Lyceum Capital Partners LLP London UK 0.0 
Lyceum Capital Partners LLP London UK 0.0 
Lyell Wealth Management LP Menlo Park CA US 248.3 
Lyell Wealth Management LP Menlo Park CA US 248.3 
Lyke Financial Canton OH US 73.1 
Lyle & Forsyth Investment Managers San Rafael CA US 177.6 
Lyman Advisors 0.0 
Lyn S. Pring, Inc. Fort Collins CO US 73.1 
Lynam Financial Service 0.0 
Lynberg Wealth Management, LLC 0.0 
Lynch & Associates Newburgh IN US 396.5 
Lynch & Associates Boston Ma 0.0 
Lynch Asset Management, Inc. 82.3 
Lynch Financial Advisors Roseville CA US 0.0 
Lynch Financial Group Dublin OH US 63.6 
Lynch Investment Planning 21.4 
Lynch Retirement Advisors, LLC. Canal Winchester OH US 6.7 
Lynch, Winton & Associates, LLC 2.6 
Lynchburg Wealth Management Lynchburg VA US 9.0 
Lynkpoint Asset Management LLC Southfield MI US 1.9 
Lynn H. Orr Capital Management Group, Inc. Marco Island FL US 36.0 
Lynx Allocation Partners, LLC New York NY US 0.0 
Lynx Asset Management AB Stockholm SE 5399.7 
Lynx Capital Group Limited 57.8 
Lynx Investment Advisory, LLC Washington DC US 775.9 
Lyon Capital Management, LLC Pittsford NY US 59.8 
Lyon Capital Strategies 2.3 
Lyon Retirement Advisors, LLC 0.0 
Lyon Street Capital, LLC San Francisco CA US 446.9 
Lyonross Capital Management, LLC New York NY US 344.2 
Lyons Asset Management 4.1 
Lyons Den Capital, LLC 0.0 
Lyons Wealth Management Winter Park FL US 199.4 
Lyons Wealth Management, LLC West Chester OH US 0.0 
Lyrical Asset Management LP New York NY US 5864.0 
Lyrical Partners, L.P. New York NY US 109.8 
Lyrical-antheus Management, L.P. Englewood NJ US 1134.5 
Lytle Investments Grand Island NY US 85.2 
Lyxor Asset Management Paris - La Defense FR 0.0 
Lyxor Asset Management Inc. New York NY US 10958.0 
L|2 Advisors, LLC New York NY US 50.0 
           
 
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