Form ADV search

13950 results, page 123 of 279.

• HELIOS ADVISORS LLC

  SEC file number 801-65884 · NEW YORK, NY · 14 employees

  $552.4M AUM
• NEW VERNON WEALTH MANAGEMENT LLC

  SEC file number 801-77619 · HIGHLAND PARK, IL · 8 employees

  $551.9M AUM
• FOUNDATION ASSET MANAGEMENT, LP

  SEC file number 801-73597 · WHITE PLAINS, NY · 8 employees

  $551.5M AUM
• TRUFFLE HOUND CAPITAL, LLC

  SEC file number 801-73293 · BETHESDA, MD · 7 employees

  $551.2M AUM
• CONTRAVISORY INVESTMENT MANAGEMENT, INC.

  SEC file number 801-9168 · NORWELL, MA · 6 employees

  $551M AUM
• SWISSPARTNERS ADVISORS AG

  SEC file number 801-69940 · 5 employees

  $551M AUM
• MAZAMA CAPITAL MANAGEMENT INC

  SEC file number 801-55010 · PORTLAND, OR · 12 employees

  $550.2M AUM
• IMPLIED CAPITAL LP

  SEC file number 801-72621 · BOULDER, CO · 3 employees

  $550M AUM
• STARFISH ADVISORY SERVICES, LLC

  SEC file number 801-77587 · 1 employees

  $550M AUM
• EVEREST CONSULTANTS, LLC

  SEC file number 801-77854 · SYRACUSE, NY · 6 employees

  $549.9M AUM
• LAUTERBACH FINANCIAL ADVISORS, LLC

  SEC file number 801-64326 · EL PASO, TX · 6 employees

  $549.9M AUM
• ELEMENT WEALTH, LLC

  SEC file number 801-61758 · RIDGELAND, MS · 11 employees

  $549.8M AUM
• AUGUSTA CAPITAL MANAGEMENT, LLC

  SEC file number 801-76884 · AUGUSTA, GA · 4 employees

  $549.6M AUM
• CAPITAL PLANNING, LLC

  SEC file number 801-79115 · BELLEVUE, WA · 14 employees

  $549.4M AUM
• STERLING FINANCIAL PLANNING INC

  SEC file number 801-56025 · SPARTA, NJ · 6 employees

  $549.1M AUM
• BROADVIEW FINANCIAL MANAGEMENT, LLC

  SEC file number 801-77625 · WAUWATOSA, WI · 9 employees

  $549M AUM
• LWS WEALTH ADVISORS, INC.

  SEC file number 801-77756 · 3 employees

  $548.7M AUM
• VANTAGE INFRASTRUCTURE (USA) INC.

  SEC file number 801-74174 · NEW YORK, NY · 4 employees

  $548.3M AUM
• FREEGULLIVER, L.L.C.

  SEC file number 801-65870 · NEW ORLEANS, LA · 17 employees

  $548.3M AUM
• PARADIGM FINANCIAL ADVISORS LLC

  SEC file number 801-54603 · DES PERES, MO · 12 employees

  $548.1M AUM
• HOPWOOD FINANCIAL SERVICES, INC.

  SEC file number 801-62268 · RESTON, VA · 10 employees

  $548.1M AUM
• INCASA LLC

  SEC file number 801-80811 · MIAMI, FL · 2 employees

  $548M AUM
• SOVEREIGN WEALTH ADVISORS LLC

  SEC file number 801-98346 · HOUSTON, TX · 40 employees

  $547.4M AUM
• ARK & TLK INVESTMENTS, LLC

  SEC file number 801-96254 · OKLAHOMA CITY, OK · 10 employees

  $547.3M AUM
• BLUE RIDGE CAPITAL CAYMANS, L.P.

  SEC file number 801-73648 · NEW YORK, NY · 10 employees

  $547.3M AUM
• JOHN E. SESTINA AND COMPANY

  SEC file number 801-44151 · COLUMBUS, OH · 19 employees

  $547M AUM
• CRCM L.P.

  SEC file number 801-74362 · SAN FRANCISCO, CA · 12 employees

  $547M AUM
• SIGNAL SECURITIES, INC.

  SEC file number 801-63630 · FORT WORTH, TX · 37 employees

  $546.9M AUM
• DISCIPLINED INVESTMENTS, LLC

  SEC file number 801-71011 · TULSA, OK · 9 employees

  $546.8M AUM
• CENTRE ASSET MANAGEMENT, LLC

  SEC file number 801-66295 · NEW YORK, NY · 3 employees

  $546.5M AUM
• PALLADIN CONSUMER RETAIL PARTNERS, LLC

  SEC file number 801-77503 · BOSTON, MA · 9 employees

  $546.2M AUM
• AEVITAS WEALTH MANAGEMENT, INC.

  SEC file number 801-68051 · WELLESLEY HILLS, MA · 5 employees

  $546M AUM
• VANTAGE WEALTH MANAGEMENT, LLC

  SEC file number 801-70921 · SAN MATEO, CA · 9 employees

  $546M AUM
• JOHN D. DOVICH & ASSOCIATES, LLC

  SEC file number 801-62184 · CINCINNATI, OH · 13 employees

  $546M AUM
• GREAT POINT WEALTH ADVISORS, LLC

  SEC file number 801-70479 · BOSTON, MA · 5 employees

  $545.9M AUM
• 12TH STREET ASSET MANAGEMENT LLC

  SEC file number 801-76968 · NASHVILLE, TN · 4 employees

  $545.8M AUM
• PERMIT CAPITAL, LLC

  SEC file number 801-65996 · WEST CONSHOHOCKEN, PA · 6 employees

  $545.6M AUM
• J.H. WHITNEY CAPITAL PARTNERS, LLC

  SEC file number 801-74381 · NEW CANAAN, CT · 5 employees

  $544.5M AUM
• THE RETIREMENT GROUP, LLC

  SEC file number 801-69578 · SAN DIEGO, CA · 30 employees

  $544.5M AUM
• NORTHERN CAPITAL MANAGEMENT LLC

  SEC file number 801-14843 · MADISON, WI · 7 employees

  $544.2M AUM
• BALLAST, INC.

  SEC file number 801-79651 · LEXINGTON, KY · 12 employees

  $543.9M AUM
• COMPASS WEALTH MANAGEMENT LLC

  SEC file number 801-53805 · GUILFORD, CT · 5 employees

  $542.1M AUM
• FINANCIAL MANAGEMENT STRATEGIES, INC.

  SEC file number 801-66641 · BROADVIEW HTS., OH · 34 employees

  $542M AUM
• EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLC

  SEC file number 801-79183 · DE PERE, WI · 7 employees

  $541.9M AUM
• TOWNELEY CAPITAL MANAGEMENT, INC.

  SEC file number 801-7739 · LAGUNA HILLS, CA

  $541.7M AUM
• DARA CAPITAL US, INC.

  SEC file number 801-71575 · MIAMI, FL · 3 employees

  $541.7M AUM
• HANCOCK WHITNEY BANK

  SEC file number 801-60142 · NEW ORLEANS, LA · 58 employees

  $540.8M AUM
• CAPITAL MORTGAGE MANAGEMENT INC

  SEC file number 801-54791 · MANCHESTER, MO · 4 employees

  $540.6M AUM
• SAVANNA INVESTMENT MANAGEMENT LLC

  SEC file number 801-74329 · NEW YORK, NY · 32 employees

  $540.5M AUM
• QUANTUM ADVISERS, LLC

  SEC file number 801-74053 · HOUSTON, TX · 118 employees

  $539.7M AUM