Form ADV search

13950 results, page 106 of 279.

• THE MAGNOLIA GROUP, LLC

  SEC file number 801-79848 · OMAHA, NE · 2 employees

  $783.6M AUM
• MADDEN SECURITIES CORPORATION

  SEC file number 801-63277 · DALLAS, TX · 3 employees

  $783.5M AUM
• HOLOWESKO PARTNERS LTD.

  SEC file number 801-71999 · 13 employees

  $783.2M AUM
• PATHWAY FINANCIAL ADVISORS, LLC

  SEC file number 801-64598 · SOUTH BURLINGTON, VT · 11 employees

  $783M AUM
• BOURGEON CAPITAL MANAGEMENT LLC

  SEC file number 801-56289 · DARIEN, CT · 6 employees

  $782.9M AUM
• MILESTONE INVESTMENT ADVISORS, LLC

  SEC file number 801-78337 · MIDDLETON, WI · 6 employees

  $782.6M AUM
• OAK CITY CONSULTING, LLC

  SEC file number 801-74468 · WAKE FOREST, NC · 6 employees

  $782.5M AUM
• THE FINANCIAL CONSULATE, INC

  SEC file number 801-18829 · HUNT VALLEY, MD · 23 employees

  $782.3M AUM
• ASSET CONSULTING GROUP, LLC

  SEC file number 801-39372 · CLAYTON, MO · 46 employees

  $782.2M AUM
• CONFLUENCE WEALTH MANAGEMENT LLC

  SEC file number 801-56974 · PORTLAND, OR · 17 employees

  $782.2M AUM
• THE WEIL COMPANY

  SEC file number 801-42757 · SAN DIEGO, CA · 24 employees

  $782M AUM
• REMY INVESTORS & CONSULTANTS INCORPORATED

  SEC file number 801-73178 · LOS ANGELES, CA · 6 employees

  $781.5M AUM
• NICHOLAS INVESTMENT PARTNERS, L.P.

  SEC file number 801-66532 · RANCHO SANTA FE, CA · 11 employees

  $780.9M AUM
• NORTH FORTY MANAGEMENT, LLC

  SEC file number 801-74274 · SEATTLE, WA · 3 employees

  $780.8M AUM
• BLANKINSHIP & FOSTER, LLC

  SEC file number 801-35218 · SOLANA BEACH, CA · 16 employees

  $780.4M AUM
• AVION WEALTH, LLC

  SEC file number 801-99351 · THE WOODLANDS, TX · 16 employees

  $780.3M AUM
• FOCUS INVESTMENT ADVISORS, INC

  SEC file number 801-57176 · SOLANA BEACH, CA · 5 employees

  $780.2M AUM
• MAKROD INVESTMENT ASSOCIATES INC

  SEC file number 801-28113 · VERONA, NJ · 5 employees

  $780.2M AUM
• STRATEGIC INVESTMENT SOLUTIONS, INC.

  SEC file number 801-67584 · ORLAND PARK, IL · 15 employees

  $780M AUM
• THL MANAGERS VI, LLC

  SEC file number 801-73483 · BOSTON, MA · 116 employees

  $779.9M AUM
• REGIS METRO ASSOCIATES, INC.

  SEC file number 801-75149 · SAN FRANCISCO, CA · 7 employees

  $779.6M AUM
• THE FAIRMAN GROUP, LLC

  SEC file number 801-61326 · CHESTERBROOK, PA · 17 employees

  $778.6M AUM
• HAUSSMANN FINANCIAL INC.

  SEC file number 801-72313 · LAKE FOREST, CA · 8 employees

  $778.5M AUM
• THE H GROUP, INC.

  SEC file number 801-39523 · PORTLAND, OR · 16 employees

  $778.2M AUM
• CHARLES PRATT & COMPANY, L.L.C.

  SEC file number 801-20651 · NEW YORK, NY · 9 employees

  $777.8M AUM
• STEWARDSHIP FINANCIAL ADVISORS, LLC

  SEC file number 801-67808 · STOCKBRIDGE, GA · 14 employees

  $777.4M AUM
• PRIMEVEST FINANCIAL SERVICES, INC.

  SEC file number 801-45573 · ST CLOUD, MN

  $776.1M AUM
• LJPR, LLC

  SEC file number 801-35836 · TROY, MI · 25 employees

  $776.1M AUM
• RIVER ASSOCIATES INVESTMENTS (TN), LLC

  SEC file number 801-73852 · CHATTANOOGA, TN · 18 employees

  $775.5M AUM
• SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

  SEC file number 801-64149 · WALTHAM, MA · 18 employees

  $774.9M AUM
• HUIZENGA CAPITAL MANAGEMENT, LLC

  SEC file number 801-72685 · OAK BROOK, IL · 13 employees

  $774.8M AUM
• DARUMA CAPITAL MANAGEMENT, LLC

  SEC file number 801-49354 · NEW YORK, NY · 3 employees

  $773.6M AUM
• HABERER REGISTERED INVESTMENT ADVISOR INC

  SEC file number 801-13081 · CINCINNATI, OH

  $773.4M AUM
• BLUE ROCK ADVISORS INC

  SEC file number 801-57105 · WAYZATA, MN

  $772.7M AUM
• MERIDIAN MANAGEMENT CO

  SEC file number 801-13452 · LITTLE ROCK, AR · 7 employees

  $772.1M AUM
• VINTAGE FINANCIAL SERVICES LLC

  SEC file number 801-23853 · ANN ARBOR, MI · 16 employees

  $771.1M AUM
• SNOW CAPITAL MANAGEMENT, L.P.

  SEC file number 801-37238 · SEWICKLEY, PA · 20 employees

  $770.4M AUM
• SABRETOOTH CAPITAL MANAGEMENT, LLC

  SEC file number 801-73429 · NEW YORK, NY

  $769.9M AUM
• QUADCAP WEALTH MANAGEMENT, LLC

  SEC file number 801-79483 · FRISCO, TX · 16 employees

  $769.7M AUM
• INVESCO PRIVATE CAPITAL, INC.

  SEC file number 801-45224 · NEW YORK, NY · 21 employees

  $769.1M AUM
• DEAN INVESTMENT ASSOCIATES, LLC

  SEC file number 801-9895 · BEAVERCREEK, OH · 10 employees

  $768.4M AUM
• HNP CAPITAL LLC

  SEC file number 801-70200 · ROCHESTER, NY · 14 employees

  $768.2M AUM
• FRAZIER FINANCIAL ADVISORS, LLC

  SEC file number 801-50432 · COLUMBUS, OH · 16 employees

  $767.9M AUM
• ESL INVESTMENTS, INC.

  SEC file number 801-74266 · BAY HARBOR ISLANDS, FL · 7 employees

  $767.8M AUM
• INNOVATIVE PORTFOLIOS LLC

  SEC file number 801-106812 · INDIANAPOLIS, IN · 16 employees

  $767.3M AUM
• VALSTONE PARTNERS, LLC

  SEC file number 801-60576 · BIRMINGHAM, MI · 9 employees

  $767.2M AUM
• WALTER & KEENAN WEALTH MANAGEMENT, LLC

  SEC file number 801-22367 · SOUTH BEND, IN · 4 employees

  $767.1M AUM
• OAKTOP CAPITAL MANAGEMENT II, L.P.

  SEC file number 801-74616 · CHATHAM, NJ · 3 employees

  $766.9M AUM
• GCG MANAGEMENT, LLC

  SEC file number 801-74126 · CHICAGO, IL · 10 employees

  $766.1M AUM
• NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

  SEC file number 801-67679 · NORTH ANDOVER, MA · 15 employees

  $766M AUM