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Financial advisory firms

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

284,446 financial advisors17,018 advisory firms2,045 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

117 advisory firmsCompare public facts. Verify experience directly.
100 financial advisors117 advisory firms38 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

26NORTH DIRECT LENDINGCRD 323152

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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5CLP ADVISORCRD 328959

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AB PRIVATE CREDIT INVESTORS LLCCRD 173027

Advisory firm

Filed advisory firm office: Austin, TX

Filed firm type: Registered

Business development companiesCorporations or other businessesInsurance companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AFC MANAGEMENT, LLCCRD 311281

Advisory firm

Filed advisory firm office: West Palm Beach, FL

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AGTB FUND MANAGER, LLCCRD 318665

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANDALUSIAN CREDIT PARTNERS, LLCCRD 324744

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesCorporations or other businessesPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANTARES CAPITAL CREDIT ADVISERS LLCCRD 328497

Advisory firm

Filed advisory firm office: Chicago, IL

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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APOLLO CREDIT MANAGEMENT, LLCCRD 156115

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesInvestment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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APOLLO INVESTMENT MANAGEMENT, L.P.CRD 130610

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Banking or thrift institutionsBusiness development companiesCharitable organizationsCorporations or other businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARES CAPITAL MANAGEMENT II LLCCRD 157292

Advisory firm

Filed advisory firm office: Los Angeles, CA

Filed firm type: Registered

Business development companiesInvestment companiesPooled 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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ARES CAPITAL MANAGEMENT LLCCRD 131619

Advisory firm

Filed advisory firm office: Los Angeles, CA

Filed firm type: Registered

Banking or thrift institutionsBusiness development companiesInsurance companiesOther investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AUDAX PDB MANAGEMENT COMPANY, LLCCRD 333812

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BARING INTERNATIONAL INVESTMENT LTDCRD 105724

Advisory firm

Filed firm type: Registered

Banking or thrift institutionsBusiness development companiesCorporations or other businessesInsurance companies
Record typeAdvisory firm
Location basisNot listed
Source factsFiled activities
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BARINGS LLCCRD 106006

Advisory firm

Filed advisory firm office: Charlotte, NC

Filed firm type: Registered

Banking or thrift institutionsBusiness development companiesCorporations or other businessesInsurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BC PARTNERS ADVISORS L.P.CRD 288495

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesInsurance companiesOther investment advisersPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
BCPC ADVISORS, LPCRD 327851

Advisory firm

Filed advisory firm office: Boston, MA

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
BCSF ADVISORS, LPCRD 282092

Advisory firm

Filed advisory firm office: Boston, MA

Filed firm type: Registered

Business development companiesInvestment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BDT & MSD BDC MANAGEMENT, LLCCRD 330624

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
BIP CAPITALCRD 292983

Advisory firm

Filed advisory firm office: Atlanta, GA

Filed firm type: Registered

Business development companiesPooled investment vehicles (other than ICs)Portfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLCCRD 290336

Advisory firm

Filed advisory firm office: Wilmington, DE

Filed firm type: Registered

Business development companiesInsurance companiesInvestment companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

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Understand financial advisor fees

Make sense of compensation, total costs and written terms.

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Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

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Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

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