Form ADV search

13950 results, page 118 of 279.

• ALLIANCE ADVISORY & SECURITIES, LLC

  SEC file number 801-67105 · WESTLAKE VILLAGE, CA · 25 employees

  $608.4M AUM
• ARGENT WEALTH MANAGEMENT, INC.

  SEC file number 801-44739 · WESTON, MA · 10 employees

  $608.1M AUM
• PROTECTED INVESTORS OF AMERICA

  SEC file number 801-10299 · SAN FRANCISCO, CA · 68 employees

  $607.9M AUM
• MINIS & CO., INC.

  SEC file number 801-68430 · SAVANNAH, GA · 10 employees

  $607.6M AUM
• OCEAN ENDOWMENT PARTNERS, LLC

  SEC file number 801-78273 · 2 employees

  $607.6M AUM
• HANLON INVESTMENT MANAGEMENT, INC.

  SEC file number 801-60889 · EGG HARBOR TWP., NJ · 26 employees

  $607.5M AUM
• SENECA FINANCIAL ADVISORS LLC

  SEC file number 801-71051 · ROCHESTER, NY · 19 employees

  $607M AUM
• HUSSMAN STRATEGIC ADVISORS INC

  SEC file number 801-57572 · ELLICOTT CITY, MD · 6 employees

  $606.9M AUM
• KINGFISHER CAPITAL, LLC

  SEC file number 801-70267 · CHARLOTTE, NC · 7 employees

  $606.8M AUM
• RIVA RIDGE CAPITAL MANAGEMENT LP

  SEC file number 801-73405 · NEW YORK, NY · 9 employees

  $606.8M AUM
• EXCALIBUR MANAGEMENT CORP

  SEC file number 801-39935 · WALTHAM, MA · 11 employees

  $606.4M AUM
• THOMSON HORSTMANN & BRYANT INC

  SEC file number 801-54432 · NORWALK, CT · 14 employees

  $606M AUM
• PRINCETON GLOBAL ASSET MANAGEMENT LLC

  SEC file number 801-71305 · PRINCETON, NJ · 15 employees

  $605.8M AUM
• ALBITZ/MILOE AND ASSOCIATES, INC.

  SEC file number 801-22365 · TORRANCE, CA · 5 employees

  $605.5M AUM
• LIBERTY CAPITAL MANAGEMENT INC

  SEC file number 801-42852 · BIRMINGHAM, MI · 4 employees

  $605.4M AUM
• TOMPKINS WEALTH MANAGEMENT INC.

  SEC file number 801-18453 · PITTSFORD, NY · 22 employees

  $605.2M AUM
• VISIONARY ASSET MANAGEMENT, INC.

  SEC file number 801-69217 · HOUSTON, TX · 8 employees

  $605.1M AUM
• CENTERPOINT ADVISORS, LLC

  SEC file number 801-72619 · NEEDHAM, MA · 13 employees

  $605M AUM
• ERMITAGE ASSET MANAGEMENT JERSEY LIMITED

  SEC file number 801-65247 · 10 employees

  $604.9M AUM
• MCNAMARA FINANCIAL SERVICES, INC.

  SEC file number 801-71682 · MARSHFIELD, MA · 11 employees

  $604.8M AUM
• SEAMOUNT FINANCIAL GROUP INC

  SEC file number 801-56412 · COLORADO SPRINGS, CO · 10 employees

  $604.7M AUM
• WATTS GWILLIAM & COMPANY, LLC

  SEC file number 801-63078 · GILBERT, AZ · 10 employees

  $604.6M AUM
• GRAND WEALTH MANAGEMENT, LLC

  SEC file number 801-63306 · GRAND RAPIDS, MI · 13 employees

  $604.5M AUM
• TRUE NORTH MANAGEMENT GROUP, LLC

  SEC file number 801-74203 · STAMFORD, CT · 11 employees

  $604.5M AUM
• SARASIN ASSET MANAGEMENT LIMITED

  SEC file number 801-62077 · 12 employees

  $603.3M AUM
• ECP MANAGER III LP

  SEC file number 801-70870 · WASHINGTON, DC · 30 employees

  $603.2M AUM
• 3D ASSET MANAGEMENT, INC.

  SEC file number 801-68413 · HARTFORD, CT · 15 employees

  $603M AUM
• NEWFOCUS FINANCIAL GROUP, LLC

  SEC file number 801-63625 · VANCOUVER, WA · 14 employees

  $603M AUM
• PACIFICA CAPITAL INVESTMENTS LLC

  SEC file number 801-62010 · 3 employees

  $602M AUM
• ALTAVISTA WEALTH MANAGEMENT, INC.

  SEC file number 801-62511 · ASHEVILLE, NC · 10 employees

  $601.5M AUM
• CONCENTRIC WEALTH MANAGEMENT LLC

  SEC file number 801-68940 · LAFAYETTE, CA · 6 employees

  $601.3M AUM
• INFANGER INVESTMENT TECHNOLOGY, LLC

  SEC file number 801-57817 · MOUNTAIN VIEW, CA · 1 employees

  $601M AUM
• BFI INFINITY LTD.

  SEC file number 801-72602 · 17 employees

  $600.8M AUM
• ALIDADE CAPITAL, LLC

  SEC file number 801-78660 · BLOOMFIELD HILLS, MI · 20 employees

  $600.4M AUM
• PROFFITT & GOODSON INC.

  SEC file number 801-28292 · KNOXVILLE, TN · 8 employees

  $600.4M AUM
• LINCOLNSHIRE MANAGEMENT, INC.

  SEC file number 801-73345 · NEW YORK, NY · 27 employees

  $600.4M AUM
• BYRON FINANCIAL, LLC

  SEC file number 801-68802 · CHARLOTTE, NC · 6 employees

  $600.2M AUM
• CASTLE HARLAN, INC.

  SEC file number 801-74023 · NEW YORK, NY · 21 employees

  $600M AUM
• CARNICK & KUBIK, LLC

  SEC file number 801-72828 · DENVER, CO · 10 employees

  $600M AUM
• IAM PRIVATE DEBT GROUP

  SEC file number 801-79054 · 16 employees

  $600M AUM
• RETIREMENT FUNDING ADVISORS INC.

  SEC file number 801-49645 · TROY, MI · 5 employees

  $599.8M AUM
• DUNCKER, STREETT & CO., LLC

  SEC file number 801-58224 · ST. LOUIS, MO · 5 employees

  $599.6M AUM
• VIRTUS REAL ESTATE LLC

  SEC file number 801-77068 · AUSTIN, TX · 43 employees

  $599.4M AUM
• BCS FINANCIAL, LLC

  SEC file number 801-60905 · JOHNSON CITY, TN · 13 employees

  $599.4M AUM
• TEAK TREE CAPITAL MANAGEMENT, LLC

  SEC file number 801-69936 · FORT WORTH, TX · 7 employees

  $599.3M AUM
• RETIREMENT DESIGN & MANAGEMENT INC

  SEC file number 801-47206 · WESTPORT, CT · 15 employees

  $599.1M AUM
• OPTIMA ASSET MANAGEMENT INC

  SEC file number 801-52409 · DALLAS, TX · 2 employees

  $599M AUM
• SUN MOUNTAIN CAPITAL ADVISORS, LLC

  SEC file number 801-72312 · SANTA FE, NM · 9 employees

  $599M AUM
• KRAFT, DAVIS & ASSOCIATES, LLC

  SEC file number 801-99353 · ST. LOUIS, MO · 14 employees

  $598.9M AUM
• QUADRANT CAPITAL MANAGEMENT, LLC

  SEC file number 801-60050 · FAIRFIELD, NJ · 11 employees

  $598.9M AUM