Spreadsheet of Every US Registered Investment Advisor | Every ADV Data Point Included | Sortable and Searchable

Ever wondered which investment advisors are in your backyard? This is a comprehensive list of every US based firm.

Numerous data fields to to sort and search from. If you have viewed one ADV this is a valuable tool for you.

Form ADV is the uniform form used by investment advisers to register with both the SEC and state securities authorities.

Part 1 requires information about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events of the adviser or its employees. Part 1 is organized in a check-the-box, fill-in-the-blank format. The SEC reviews the information from this part of the form to manage its regulatory and examination programs.