Form ADV search

13950 results, page 116 of 279.

• THREE CORNER GLOBAL INVESTORS LP

  SEC file number 801-78086 · NEW YORK, NY · 9 employees

  $635.1M AUM
• DL CARLSON INVESTMENT GROUP INC.

  SEC file number 801-34606 · CONCORD, NH · 14 employees

  $634.9M AUM
• EMERSON WEALTH, LLC

  SEC file number 801-68268 · BLOOMFIELD HILLS, MI · 7 employees

  $634.7M AUM
• ARBALET CAPITAL MANAGEMENT, LLC

  SEC file number 801-73508 · NEW YORK, NY

  $633.6M AUM
• FIFTH AVENUE FAMILY OFFICE LLC

  SEC file number 801-61413 · NAPLES, FL · 7 employees

  $633.4M AUM
• CIM, LLC

  SEC file number 801-63553 · ALBANY, NY · 12 employees

  $633.3M AUM
• TOWERCREST CAPITAL MANAGEMENT, LLC

  SEC file number 801-80857 · NEWTOWN, PA · 1 employees

  $633M AUM
• AMERANT INVESTMENTS, INC.

  SEC file number 801-61889 · CORAL GABLES, FL · 31 employees

  $632.8M AUM
• AVIANCE CAPITAL PARTNERS LLC

  SEC file number 801-68979 · NAPLES, FL · 8 employees

  $632.3M AUM
• GALECKI FINANCIAL MANAGEMENT INC

  SEC file number 801-47181 · FORT WAYNE, IN · 17 employees

  $632.2M AUM
• NET WORTH ADVISORY GROUP, LLC

  SEC file number 801-65548 · SANDY, UT · 16 employees

  $632.1M AUM
• THE RETIREMENT CORPORATION OF AMERICA

  SEC file number 801-26109 · CINCINNATI, OH · 7 employees

  $632.1M AUM
• STRATEGY ASSET MANAGERS L.L.C.

  SEC file number 801-60049 · PASADENA, CA · 12 employees

  $631M AUM
• CORNERSTONE INSTITUTIONAL INVESTORS, LLC

  SEC file number 801-63342 · BETHLEHEM, PA · 22 employees

  $631M AUM
• DORCHESTER INVESTMENT MANAGEMENT

  SEC file number 801-31676 · 10 employees

  $631M AUM
• V3 CAPITAL MANAGEMENT, L.P.

  SEC file number 801-74193 · WHITE PLAINS, NY · 9 employees

  $630.9M AUM
• HIGH PERCH LLC

  SEC file number 801-61820 · BOCA RATON, FL · 3 employees

  $630.4M AUM
• PROBITY ADVISORS, INC.

  SEC file number 801-61430 · DALLAS, TX · 9 employees

  $630.2M AUM
• SSA SWISS ADVISORS AG

  SEC file number 801-74460 · 7 employees

  $629.8M AUM
• HARFST AND ASSOCIATES, INC.

  SEC file number 801-71661 · SHERIDAN, WY · 3 employees

  $629.5M AUM
• SEER CAPITAL MANAGEMENT LP

  SEC file number 801-70835 · NEW YORK, NY · 26 employees

  $628M AUM
• PALMERDODGE ADVISORS LLC

  SEC file number 801-61867 · BOSTON, MA · 4 employees

  $627.6M AUM
• WARNER FINANCIAL, INC

  SEC file number 801-64223 · BETHESDA, MD · 4 employees

  $627.5M AUM
• ACADEMY INVESTMENT MANAGEMENT LLC

  SEC file number 801-77232 · NEW YORK, NY · 12 employees

  $627.4M AUM
• STAVIS & COHEN FINANCIAL, LLC

  SEC file number 801-70574 · HOUSTON, TX · 17 employees

  $627.2M AUM
• ESSEX INVESTMENT MANAGEMENT COMPANY, LLC

  SEC file number 801-55496 · BOSTON, MA · 15 employees

  $627.1M AUM
• ASSET ALLOCATION STRATEGIES, LLC

  SEC file number 801-106707 · FARMINGTON, MI · 40 employees

  $626.7M AUM
• PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

  SEC file number 801-32066 · LAKE OSWEGO, OR · 7 employees

  $625.6M AUM
• MB GLOBAL ADVISERS, LLC

  SEC file number 801-77780 · NEW YORK, NY · 8 employees

  $625.6M AUM
• BUTTONWOOD FINANCIAL GROUP, LLC

  SEC file number 801-70536 · KANSAS CITY, MO · 15 employees

  $625.5M AUM
• OCCIDENTAL ASSET MANAGEMENT, LLC

  SEC file number 801-78516 · BURLINGAME, CA · 12 employees

  $625.5M AUM
• ADA INVESTMENT MANAGEMENT, LP

  SEC file number 801-73762 · NEW YORK, NY · 7 employees

  $625.4M AUM
• HC ADVISORS LLC

  SEC file number 801-77058 · SANDY SPRINGS, GA · 8 employees

  $625.4M AUM
• MARCATO CAPITAL MANAGEMENT LP

  SEC file number 801-71856 · SAN FRANCISCO, CA · 14 employees

  $624.8M AUM
• WHALEROCK POINT PARTNERS, LLC

  SEC file number 801-66848 · PROVIDENCE, RI · 8 employees

  $624.8M AUM
• GITTERMAN WEALTH MANAGEMENT, LLC

  SEC file number 801-71246 · EDISON, NJ · 16 employees

  $624.7M AUM
• ARES CAPITAL MANAGEMENT III LLC

  SEC file number 801-78341 · LOS ANGELES, CA · 106 employees

  $624M AUM
• LAWSON KROEKER INVESTMENT MANAGEMENT INC

  SEC file number 801-27034 · OMAHA, NE · 8 employees

  $623.8M AUM
• CONCENTRUM WEALTH MANAGEMENT, INC.

  SEC file number 801-77888 · SAN JOSE, CA · 7 employees

  $623.5M AUM
• WESTWIND CAPITAL

  SEC file number 801-43661 · LAS CRUCES, NM · 7 employees

  $623.3M AUM
• HAMMOND, KENNEDY, WHITNEY & COMPANY, INC.

  SEC file number 801-73323 · INDIANAPOLIS, IN · 9 employees

  $623.3M AUM
• INVESTMARK ADVISORY GROUP LLC

  SEC file number 801-76505 · SHELTON, CT · 10 employees

  $623.2M AUM
• PENINSULA WEALTH, LLC

  SEC file number 801-71025 · SAN FRANCISCO, CA · 5 employees

  $623.1M AUM
• DIESSLIN GROUP, INC.

  SEC file number 801-31827 · FORT WORTH, TX · 12 employees

  $623M AUM
• MOSAIC FINANCIAL PARTNERS, INC.

  SEC file number 801-33740 · SAN FRANCISCO, CA · 19 employees

  $622.9M AUM
• STRATEGIC WEALTH MANAGEMENT INC

  SEC file number 801-34623 · KIRKLAND, WA · 6 employees

  $622.8M AUM
• ALLEGIS INVESTMENT ADVISORS, LLC

  SEC file number 801-78696 · IDAHO FALLS, ID · 73 employees

  $622.6M AUM
• AM INVESTMENT STRATEGIES, LLC

  SEC file number 801-77283 · CHATTANOOGA, TN · 5 employees

  $621.8M AUM
• UGVP MANAGEMENT, LLC

  SEC file number 801-79915 · SUMMIT, NJ · 2 employees

  $621.7M AUM
• KAHN BROTHERS ADVISORS LLC

  SEC file number 801-14146 · NEW YORK, NY · 6 employees

  $621.5M AUM