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Financial advisory firms

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

17,018 advisory firmsCompare public facts. Verify experience directly.
"THE PILOT'S ADVISOR," LLCCRD 160241

Advisory firm

Filed firm type: Registered

Record typeAdvisory firm
Location basisNot listed
Source factsLimited
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&PARTNERSCRD 3767

Advisory firm

Filed advisory firm office: Nashville, TN

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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&WEALTH PARTNERSCRD 149136

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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021 INVESTMENTS LLCCRD 328334

Advisory firm

Filed advisory firm office: Miami, FL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1 MAIN CAPITAL MANAGEMENT, LLCCRD 328626

Advisory firm

Filed advisory firm office: Westport, CT

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1 NORTH WEALTH SERVICES, LLCCRD 115948

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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1 SEED PARTNERS LLCCRD 329288

Advisory firm

Filed advisory firm office: Chicago, IL

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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10 EAST PARTNERS LLCCRD 322360

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1015 CAPITAL PARTNERS, LLCCRD 328453

Advisory firm

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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103 ADVISORY GROUPCRD 314694

Advisory firm

Filed advisory firm office: Chicago, IL

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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10ELMS LLPCRD 323398

Advisory firm

Filed advisory firm office: Tulsa, OK

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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10TALENTS INVESTORS, LLCCRD 262786

Advisory firm

Filed advisory firm office: Foxborough, MA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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10TH LANE PARTNERS, LPCRD 160822

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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10TH MOUNTAIN, LLCCRD 285804

Advisory firm

Filed firm type: Registered

Charitable organizationsHigh net worth individualsPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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10X CAPITAL PARTNERSCRD 332547

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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11 CAPITAL PARTNERS LPCRD 306165

Advisory firm

Filed advisory firm office: Darien, CT

Filed firm type: Registered

Other investment advisersPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1102 PARTNERS, LLCCRD 313536

Advisory firm

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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12 WEST CAPITAL MANAGEMENT LPCRD 160197

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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1207 CAPITAL GROUP, LLCCRD 162611

Advisory firm

Filed advisory firm office: Juneau, AK

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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