Investment Advisor Search

www.investmentadvisorsearch.com provides up-to-date information on 35,000 SEC-registered investment advisory firms, including executive and fund level data. Filter by location, number of advisors and by assets under management. Download data on a pay-per-record basis or email us to order a custom data file. 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 $25 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.