Form ADV search

13950 results, page 125 of 279.

• VENTIRA PRIVATE WEALTH MANAGEMENT LTD.

  SEC file number 801-76928 · 5 employees

  $529.2M AUM
• FAMILY ENDOWMENT PARTNERS, LP

  SEC file number 801-70225 · WAYNE, PA · 16 employees

  $529.2M AUM
• VECTOR WEALTH MANAGEMENT, LLC

  SEC file number 801-51685 · MINNEAPOLIS, MN · 11 employees

  $529M AUM
• NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC

  SEC file number 801-57122 · SOUTH MERIDEN, CT · 11 employees

  $528.8M AUM
• OAKMONT CAPITAL MANAGEMENT, LLC

  SEC file number 801-71287 · OAKMONT, PA · 11 employees

  $528.4M AUM
• MONEDA USA, INC.

  SEC file number 801-74113 · NEW YORK, NY · 4 employees

  $528.2M AUM
• QUADRANT REAL ESTATE ADVISORS LLC

  SEC file number 801-64925 · ALPHARETTA, GA · 10 employees

  $528M AUM
• LATIGO PARTNERS, L.P.

  SEC file number 801-65354 · NEW YORK, NY · 8 employees

  $527.7M AUM
• RIVERVIEW CAPITAL ADVISERS LLC

  SEC file number 801-66623 · BOSTON, MA · 7 employees

  $527.5M AUM
• WBI INVESTMENTS, LLC

  SEC file number 801-22873 · RED BANK, NJ · 19 employees

  $527.4M AUM
• ROCK POINT ADVISORS, LLC

  SEC file number 801-62923 · BURLINGTON, VT · 9 employees

  $527.3M AUM
• DIVIDEND ASSETS CAPITAL, LLC

  SEC file number 801-62643 · RIDGELAND, SC · 11 employees

  $527M AUM
• SULLIVAN & SERWITZ INVESTMENT ADVISORS INC

  SEC file number 801-40244 · LOS ALTOS, CA

  $527M AUM
• ENDOWMENT ADVISERS, L.P.

  SEC file number 801-62618 · AUSTIN, TX · 8 employees

  $526.6M AUM
• CONCISE CAPITAL MANAGEMENT, LP

  SEC file number 801-68737 · MIAMI, FL · 12 employees

  $526.4M AUM
• LLOYD CAPITAL LLC

  SEC file number 801-72733 · 9 employees

  $526.2M AUM
• FCA CORP

  SEC file number 801-20514 · HOUSTON, TX · 17 employees

  $525.7M AUM
• CABOT WELLINGTON LLC

  SEC file number 801-54670 · BOSTON, MA

  $525.6M AUM
• FOUNDATION WEALTH MANAGEMENT, LLC

  SEC file number 801-62187 · CLAYTON, MO · 5 employees

  $525.1M AUM
• RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

  SEC file number 801-71211 · 2 employees

  $524.8M AUM
• LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

  SEC file number 801-61082 · NEW YORK, NY · 9 employees

  $524.6M AUM
• ATLANTIS INVESTMENT MANAGEMENT LIMITED

  SEC file number 801-71944 · 17 employees

  $524.1M AUM
• TRADEWINDS CAPITAL MANAGEMENT, LLC

  SEC file number 801-68789 · BELLINGHAM, WA · 10 employees

  $523.7M AUM
• PLATINUM WEALTH PARTNERS, INC.

  SEC file number 801-72447 · TAMPA, FL · 29 employees

  $523.7M AUM
• WAHED INVEST LLC

  SEC file number 801-106499 · NEW YORK, NY · 9 employees

  $523.6M AUM
• PRICE CAPITAL MANAGEMENT, INC.

  SEC file number 801-73195 · 4 employees

  $523.3M AUM
• FIRST CITIZENS ASSET MANAGEMENT, INC

  SEC file number 801-79917 · RALEIGH, NC · 52 employees

  $523M AUM
• LEADER CAPITAL CORP.

  SEC file number 801-56684 · VANCOUVER, WA · 1 employees

  $522.8M AUM
• LIQUID STRATEGIES, LLC

  SEC file number 801-79222 · ATLANTA, GA · 15 employees

  $522.7M AUM
• THE JENTNER CORPORATION

  SEC file number 801-23465 · AKRON, OH · 11 employees

  $522.6M AUM
• GAINES FINANCIAL GROUP, INC.

  SEC file number 801-77140 · BOCA RATON, FL · 15 employees

  $522.6M AUM
• M&R CAPITAL MANAGEMENT INC

  SEC file number 801-44950 · SUMMIT, NJ · 6 employees

  $522.3M AUM
• SIGNALPOINT ASSET MANAGEMENT LLC

  SEC file number 801-69394 · SPRINGFIELD, MO · 10 employees

  $522.3M AUM
• TREESDALE PARTNERS, LLC

  SEC file number 801-63622 · NEW YORK, NY · 2 employees

  $522.2M AUM
• LUNT CAPITAL MANAGEMENT INC.

  SEC file number 801-70051 · HOLLADAY, UT · 7 employees

  $521.1M AUM
• HIGH FALLS ADVISORS, INC.

  SEC file number 801-34161 · ROCHESTER, NY · 17 employees

  $520.6M AUM
• SUMMIT CAPITAL MANAGEMENT LLC

  SEC file number 801-52176 · SEATTLE, WA · 10 employees

  $520.3M AUM
• ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC

  SEC file number 801-80057 · NEW YORK, NY · 14 employees

  $520M AUM
• MBS FINANCIAL PLANNING SERVICES, INC

  SEC file number 801-22384 · UNIONTOWN, OH · 18 employees

  $520M AUM
• OVS CAPITAL MANAGEMENT LLP

  SEC file number 801-72766

  $520M AUM
• KENDALL CAPITAL MANAGEMENT

  SEC file number 801-78634 · ROCKVILLE, MD · 9 employees

  $519.8M AUM
• PEREGRINE ASSET ADVISERS, INC.

  SEC file number 801-60608 · PORTLAND, OR · 6 employees

  $519.7M AUM
• SOURCE FINANCIAL ADVISORS, LLC

  SEC file number 801-77037 · NEW YORK, NY · 4 employees

  $519.5M AUM
• BILTMORE CAPITAL ADVISORS, LLC

  SEC file number 801-68057 · BOCA RATON, FL · 7 employees

  $519.4M AUM
• E & G ADVISORS, LP

  SEC file number 801-79699 · HOUSTON, TX · 4 employees

  $519.2M AUM
• NEW FALMOUTH, LLC

  SEC file number 801-61436 · SHAKER HEIGHTS, OH

  $519.1M AUM
• RMWC

  SEC file number 801-71710 · NEW YORK, NY · 11 employees

  $519M AUM
• INVESTORS RESEARCH CORPORATION

  SEC file number 801-64349 · ATLANTA, GA · 8 employees

  $518.8M AUM
• STRATEGIES LLC

  SEC file number 801-62180 · DENVER, CO · 4 employees

  $518.6M AUM
• ACG ADVISORY SERVICES, LLC

  SEC file number 801-39127 · MIDLOTHIAN, VA · 5 employees

  $518.1M AUM