Form ADV search

13950 results, page 102 of 279.

• OLYMPUS WEALTH MANAGEMENT, LLC

  SEC file number 801-80761 · COTTONWOOD HEIGHTS, UT · 19 employees

  $852.7M AUM
• COOPER/HAIMS ADVISORS, LLC

  SEC file number 801-61599 · VICTOR, NY · 14 employees

  $852.6M AUM
• NORTH SKY CAPITAL, LLC

  SEC file number 801-63853 · WAYZATA, MN · 20 employees

  $852.4M AUM
• OPPENHEIMER INVESTMENT MANAGEMENT LLC

  SEC file number 801-63615 · NEW YORK, NY · 7 employees

  $852.2M AUM
• RESOURCES MANAGEMENT CORP

  SEC file number 801-21902 · WEST HARTFORD, CT · 14 employees

  $852.1M AUM
• CANNELL CAPITAL LLC

  SEC file number 801-72618 · ALTA, WY · 7 employees

  $851.8M AUM
• BASELINE WEALTH MANAGEMENT LTD.

  SEC file number 801-72136 · 12 employees

  $851.8M AUM
• SUMMIT ASSET MANAGEMENT LLC

  SEC file number 801-56221 · MEMPHIS, TN · 8 employees

  $851.4M AUM
• DECURA IM LLP

  SEC file number 801-78593 · 53 employees

  $851.2M AUM
• IRONVIEW CAPITAL MANAGEMENT, LLC

  SEC file number 801-78950 · CONSHOHOCKEN, PA · 11 employees

  $851M AUM
• MARTIN INVESTMENT MANAGEMENT, LLC

  SEC file number 801-32896 · PALM BEACH GARDENS, FL · 11 employees

  $850.3M AUM
• BP CAPITAL ENERGY ADVISORS, LLC

  SEC file number 801-78370 · DALLAS, TX · 9 employees

  $850.2M AUM
• SEMINOLE MANAGEMENT CO., INC.

  SEC file number 801-73658 · NEW YORK, NY · 8 employees

  $849.7M AUM
• WESCAP MANAGEMENT GROUP, INC.

  SEC file number 801-32095 · GLENDALE, CA · 13 employees

  $849.7M AUM
• FUSION INVESTMENT ADVISORS LLC

  SEC file number 801-72171 · DALLAS, TX · 76 employees

  $849.6M AUM
• RIVERVIEW RESEARCH, LLC

  SEC file number 801-78821 · INDEPENDENCE, OH · 3 employees

  $848.8M AUM
• HILLVIEW CAPITAL ADVISORS, LLC

  SEC file number 801-56284 · WAYNE, PA · 12 employees

  $848.7M AUM
• VIKING FUND MANAGEMENT LLC

  SEC file number 801-56605 · MINOT, ND · 5 employees

  $848.4M AUM
• THE INSIGHT GROUP, INC.

  SEC file number 801-70424 · SALT LAKE CITY, UT · 8 employees

  $848.2M AUM
• INVESTMENT ADVISORY GROUP, LLC

  SEC file number 801-56937 · HANOVER, MA · 10 employees

  $848.2M AUM
• PENINSULA CAPITAL PARTNERS, L.L.C.

  SEC file number 801-73782 · SOUTHFIELD, MI · 13 employees

  $848M AUM
• ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

  SEC file number 801-60350 · THOMASVILLE, GA · 22 employees

  $848M AUM
• CLIFTON GUNDERSON WEALTH ADVISORS LLC

  SEC file number 801-58266 · MIDDLETON, WI

  $847.8M AUM
• FULCRUM CAPITAL, LLC

  SEC file number 801-68459 · SEATTLE, WA · 11 employees

  $846.8M AUM
• GREYTOWN ADVISORS INC.

  SEC file number 801-77636 · MIAMI, FL · 8 employees

  $846.7M AUM
• BARTON INVESTMENT MANAGEMENT, LLC

  SEC file number 801-66964 · W. CONSHOHOCKEN, PA · 6 employees

  $846.2M AUM
• SCHULTZ COLLINS, INC.

  SEC file number 801-48362 · SAN FRANCISCO, CA · 8 employees

  $846.1M AUM
• VECTORS RESEARCH MANAGEMENT LLC

  SEC file number 801-64986 · NEW YORK, NY · 4 employees

  $846M AUM
• PRIVATE CLIENT SERVICES, LLC

  SEC file number 801-71475 · LOUISVILLE, KY · 60 employees

  $845.8M AUM
• BERMAN, STEVEN MALLIN

  SEC file number 801-63121 · 1 employees

  $845M AUM
• DONALD L. HAGAN, LLC

  SEC file number 801-66337 · SARASOTA, FL · 10 employees

  $843.7M AUM
• NORTHSTAR INVESTMENT ADVISORS LLC

  SEC file number 801-49238 · DENVER, CO · 9 employees

  $843.6M AUM
• ANDERSON GROWTH PARTNERS, LLC

  SEC file number 801-65663 · BIRMINGHAM, AL · 10 employees

  $843.3M AUM
• PENN DAVIS MCFARLAND INC

  SEC file number 801-13038 · DALLAS, TX · 11 employees

  $843.2M AUM
• PARK STREET CAPITAL ADVISERS, L.L.C.

  SEC file number 801-60582 · 6 employees

  $842.5M AUM
• TEEWINOT CAPITAL ADVISERS, L.L.C.

  SEC file number 801-66324 · NEW YORK, NY · 9 employees

  $841.9M AUM
• ONE WEALTH ADVISORS, LLC

  SEC file number 801-79591 · SAN FRANCISCO, CA · 13 employees

  $841.6M AUM
• HERMES FUND MANAGERS (NORTH AMERICA) LP

  SEC file number 801-70704 · BOSTON, MA

  $841.5M AUM
• PALM BEACH CAPITAL MANAGEMENT III, LLC

  SEC file number 801-73453 · WEST PALM BEACH, FL · 8 employees

  $841.1M AUM
• ROBERT HARRELL INCORPORATED

  SEC file number 801-40048 · AUSTIN, TX · 5 employees

  $840.9M AUM
• RAINIER INVESTMENT MANAGEMENT LLC

  SEC file number 801-35638 · SEATTLE, WA · 3 employees

  $840.3M AUM
• MANGHAM ASSOCIATES, INC.

  SEC file number 801-45852 · CHARLOTTESVILLE, VA · 10 employees

  $840.2M AUM
• ALVARIUM INVESTMENT ADVISORS (US), INC.

  SEC file number 801-70809 · MIAMI, FL · 4 employees

  $840.2M AUM
• PANORAMIKA ADVISORS INC.

  SEC file number 801-80278 · MIAMI, FL · 2 employees

  $839.2M AUM
• ROGERS WEALTH GROUP, INC.

  SEC file number 801-51602 · FORT WORTH, TX · 21 employees

  $838.3M AUM
• GFG CAPITAL, LLC

  SEC file number 801-62274 · MIAMI, FL · 15 employees

  $838.3M AUM
• MCGOWAN GROUP ASSET MANAGEMENT, INC.

  SEC file number 801-71582 · DALLAS, TX · 10 employees

  $837.5M AUM
• RICHARD YOUNG ASSOCIATES, LTD.

  SEC file number 801-70318 · AUGUSTA, GA · 15 employees

  $837.5M AUM
• HARBER CAPITAL LLC

  SEC file number 801-73866 · NEW YORK, NY · 5 employees

  $836.8M AUM
• MOON CAPITAL MANAGEMENT LP

  SEC file number 801-73521 · NEW YORK, NY · 25 employees

  $836.7M AUM