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) 
Z Capital Group, LLC. Lake Forest IL US 2233.9 
Z Financial Planning LLC 11.8 
Z3po Management, LLC Menlo Park CA US 0.0 
Zacks Investment Management, Inc. Chicago IL US 3335.4 
Zadig Gestion Luxembourg LU 948.9 
Zafiro Capital Geneva CZ 2.0 
Zahnow Group, LLC 0.0 
Zais Group Red Bank NJ US 4156.6 
Zak Advisory, LLC Cleveland OH US 2.9 
Zak Investment Management Company, LLC Norfolk VA US 30.8 
Zaks Investment Advisory Service, LLC Chicago IL US 1.6 
Zale Capital Management, L.P. New York NY US 13.8 
Zales Investment Management, Inc 0.0 
Zanetti Financial, LLC Albuquerque NM US 10.0 
Zappitelli Financial Service Concord OH US 0.0 
Zaverl & Associates, Inc. Brecksville OH US 0.0 
Zawitz Investment Management Co. 10.1 
Zazove Associates LLC Northbrook IL US 3472.7 
Zeal Asset Management Limited Hong Kong HK 510.2 
Zebedee Capital Partners LLP London UK 0.0 
Zebra Advisors, LLC Milford CT US 570.7 
Zebra Capital Management, LLC Milford CT US 395.3 
Zebra Crossing Asset Management LLC 4.8 
Zebra Global Capital Grand Cayman CY 0.0 
Zeches Wealth Management Tucson AZ US 61.3 
Zeddy, Danny F. Santa Clarita CA US 0.0 
Zega Financial, LLC West Palm Beach FL US 228.8 
Zehnder Wealth Management, LLC St. Cloud FL US 16.8 
Zeit Capital Advisors 86.0 
Zeke Capital Advisors, LLC Berwyn PA US 2174.3 
Zeke, L.P. Berwyn PA US 0.0 
Zelek & Associates Moultonborough NH US 0.0 
Zeller Kern Private Wealth Management, Inc. Gold River CA US 0.0 
Zelman Capital, LLC Beachwood OH US 226.9 
Zemenick & Walker Inc St Louis MO US 1884.8 
Zenergy GP, LLC Santa Rosa CA US 0.0 
Zenith Investments 10.5 
Zenith Portfolio Strategies, LLC 0.0 
Zenith Wealth Management Tampa FL US 0.0 
Zeno Consulting Group, LLC Bethesda MD US 0.0 
Zenpitney LLC 0.0 
Zentific Investment Management Limited Hong Kong HK 365.5 
Zeo Capital Advisors, LLC San Francisco CA US 256.5 
Zephyr Investment Management Westlake Village CA US 83.3 
Zephyr Management, L.P. New York NY US 0.0 
Zero Gravity Financial, LLC Brooklyn NY US 2.5 
Zerocelsius Wealth Studio, Inc. New London NH US 40.2 
Zetta Venture Capital, LLC San Francisco CA US 0.0 
Zevenbergen Capital Investments LLC Seattle WA US 2498.5 
Zevin Asset Management, LLC Boston MA US 554.4 
Zh Wealth Management, LLC 3.0 
Zhang Capital Management Corporation. 1.0 
Zhang Financial Portage MI US 2154.0 
Zhen Advisors, Limited. Grand Cayman KY 0.0 
Zhp Capital Barrington IL US 10.4 
Zia Investment Advisors 12.3 
Ziarnick Financial LLC 1.2 
Zidel Financial Inc. Boulder CO US 50.0 
Ziegler Capital Management, LLC Chicago IL US 9800.2 
Ziegler Link-age Management, LLC Milwaukee WI US 0.0 
Ziegler Meditech Partners, LLC Milwaukee WI US 0.0 
Zigzag Investments LLC 0.0 
Zihuitrading LLC 1.3 
Zik, LLC 0.6 
Zilkha Investments, L.P. New York NY US 0.0 
Ziment Financial Advisors, Inc. Princeton Junction NJ US 32.4 
Zimmer Financial Planning 0.0 
Zimmer Partners, LP New York NY US 7091.6 
Zimmerman & Armstrong Investment Advisors Normal IL US 5.0 
Zimmerman Advisory Group, LLC Dublin OH US 16.2 
Zimmerman Capital Management Salem OH US 55.0 
Zimmerman Wealth Management, LLC Evanston IL US 209.2 
Zimmermann Alan L New York NY US 153.5 
Zions Capital Advisors, Inc. Salt Lake City UT US 1818.1 
Zm Capital Advisors, LLC. New York NY US 505.2 
Zoda Financial, LLC Conroe TX US 9.8 
Zone Ventures Menlo Park CA US 0.0 
Zonis Capital Management Group, LLC 0.0 
Zonka & Associates, Inc. 18.7 
Zor Capital, LLC 13.0 
Zora Financial 5.4 
Zora I.i. Limited. Tel Aviv IL 0.0 
Zouk Capital LLP London UK 0.0 
Zpr Investment Management Inc Orange City FL US 115.5 
Zrc Wealth Management, LLC Santa Rosa CA US 140.1 
Zrcor Inc. 9.7 
Zt Wealth Advisory Houston TX US 38.7 
Zuckerman Capital Management, LLC Los Angeles CA US 36.2 
Zuckerman Investment Group Chicago IL US 756.8 
Zulauf Asset Management AG Zug CH 12.9 
Zuma Bay Capital, LLC Westlake Village CA US 0.1 
Zunic Advisory Service Emigsville PA US 12.5 
Zuraw Financial Delray Beach FL US 27.9 
Zuraw Financial Advisors, LLC Greensboro NC US 153.6 
Zurich Awes Financial Management, Inc. Plymouth MN US 28.7 
Zweig Advisers LLC Hartford CT US 728.2 
Zweig-dimenna Associates LLC New York NY US 1055.4 
Zwj Investment Counsel Inc Atlanta GA US 1772.2 
Zykofsky, Stephen Mark 10.3 
Zynergy Retirement Planning Red Bank NJ US 27.1 
           
 
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