Form ADV search

13950 results, page 130 of 279.

• R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

  SEC file number 801-63242 · ST. LOUIS, MO · 7 employees

  $483.9M AUM
• MERITAS WEALTH MANAGEMENT, LLC

  SEC file number 801-69687 · LARKSPUR, CA · 11 employees

  $483.8M AUM
• WJ INTERESTS, LLC

  SEC file number 801-61853 · SUGAR LAND, TX · 9 employees

  $483.8M AUM
• HIGHMARK WEALTH MANAGEMENT LLC

  SEC file number 801-76896 · ST. PAUL, MN · 6 employees

  $483.7M AUM
• QFR CAPITAL MANAGEMENT, L.P.

  SEC file number 801-70591 · NEW YORK, NY · 11 employees

  $483.5M AUM
• SHAYNE & JACOBS, LLC

  SEC file number 801-56424 · NASHVILLE, TN · 5 employees

  $483M AUM
• BRIGHT ROCK CAPITAL MANAGEMENT LLC

  SEC file number 801-71081 · HANOVER, MA · 5 employees

  $483M AUM
• BRONSON POINT MANAGEMENT LLC

  SEC file number 801-74185 · FAIRFIELD, CT · 10 employees

  $482.4M AUM
• NORTHWEST FINANCIAL SERVICES INC

  SEC file number 801-42770 · INDIANAPOLIS, IN · 9 employees

  $482.3M AUM
• EVERCORE ASSET MANAGEMENT, LLC

  SEC file number 801-65664 · NEW YORK, NY

  $482.2M AUM
• IDI INVESTMENT MANAGEMENT, LLC.

  SEC file number 801-72418 · ATLANTA, GA

  $482M AUM
• CYGNUS ASSET MANAGEMENT SGIIC, SA

  SEC file number 801-78946 · 15 employees

  $481.9M AUM
• SUREVIEW CAPITAL LLC

  SEC file number 801-73746 · GREENWICH, CT · 8 employees

  $481.8M AUM
• HUNTING HILL GLOBAL CAPITAL, LLC

  SEC file number 801-78603 · NEW YORK, NY · 7 employees

  $481.7M AUM
• TORTUGA ADVISERS LLC

  SEC file number 801-64857 · SIMI VALLEY, CA · 1 employees

  $481.6M AUM
• CHESME INC

  SEC file number 801-66375 · DEWITT, MI · 6 employees

  $481.4M AUM
• FIDUCIARY SERVICES CORPORATION

  SEC file number 801-9822 · SAVANNAH, GA

  $480.6M AUM
• CAPITAL DESIGN ASSOCIATES GROUP, LLC

  SEC file number 801-70794 · GREENVILLE, SC · 3 employees

  $480.5M AUM
• OAKWOOD REAL ESTATE PARTNERS, LLC

  SEC file number 801-79677 · DENVER, CO · 8 employees

  $480.3M AUM
• AFFINITY CAPITAL ADVISORS LLC

  SEC file number 801-81133 · BERKELEY, CA · 8 employees

  $480.1M AUM
• EMPIRE CAPITAL MANAGEMENT LLC

  SEC file number 801-74062 · WESTPORT, CT · 10 employees

  $479.9M AUM
• WEALTH PRESERVATION ADVISORS, LLC

  SEC file number 801-77997 · CHATTANOOGA, TN · 3 employees

  $479.7M AUM
• DG CAPITAL MANAGEMENT, LLC

  SEC file number 801-72420 · NEW YORK, NY · 10 employees

  $479.4M AUM
• MFA WEALTH ADVISORS, LLC

  SEC file number 801-79952 · PITTSBURGH, PA · 14 employees

  $479.3M AUM
• CLARITY WEALTH ADVISORS, LLC

  SEC file number 801-79251 · SAN JOSE, CA · 4 employees

  $478.9M AUM
• HEMSLEY ADVISORS, LTD.

  SEC file number 801-47007 · CHICAGO, IL · 5 employees

  $478.8M AUM
• REGENT INVESTMENT MANAGEMENT LLC

  SEC file number 801-76730 · LOUISVILLE, KY · 4 employees

  $478.5M AUM
• ALLEN WEALTH MANAGEMENT, LLC

  SEC file number 801-64431 · BOONE, NC · 7 employees

  $478.5M AUM
• THE MOORINGS GROUP, LLC

  SEC file number 801-63917 · ATLANTA, GA · 3 employees

  $478.1M AUM
• PHOENIX INVESTMENT ADVISER LLC

  SEC file number 801-65790 · NEW YORK, NY · 18 employees

  $478.1M AUM
• CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

  SEC file number 801-79808 · FORT MYERS, FL · 6 employees

  $478M AUM
• LOMBARD ODIER TRANSATLANTIC LIMITED

  SEC file number 801-72360 · 20 employees

  $477.5M AUM
• HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

  SEC file number 801-61958 · GLASTONBURY, CT · 7 employees

  $477.5M AUM
• JACKSON FINANCIAL MANAGEMENT

  SEC file number 801-55787 · COSTA MESA, CA · 13 employees

  $477.4M AUM
• FINANCIAL MANAGEMENT, INC.

  SEC file number 801-80360 · YAKIMA, WA · 14 employees

  $477.1M AUM
• NICOLLET INVESTMENT MANAGEMENT, INC.

  SEC file number 801-57282 · MINNEAPOLIS, MN · 9 employees

  $477M AUM
• SHIKIAR ASSET MANAGEMENT INC

  SEC file number 801-44062 · NEW YORK, NY · 7 employees

  $477M AUM
• INDEPENDENT INVESTORS INC

  SEC file number 801-19338 · NESCONSET, NY · 6 employees

  $476.4M AUM
• D.B. FITZPATRICK & CO., INC.

  SEC file number 801-22733 · BOISE, ID · 10 employees

  $476.3M AUM
• ROOF ADVISORY GROUP, INC.

  SEC file number 801-62995 · HARRISBURG, PA · 9 employees

  $476.3M AUM
• AMBS INVESTMENT COUNSEL LLC

  SEC file number 801-49983 · GRAND RAPIDS, MI · 11 employees

  $476.2M AUM
• AMERICA FIRST INVESTMENT ADVISORS LLC

  SEC file number 801-41702 · OMAHA, NE · 7 employees

  $476M AUM
• RNK CAPITAL LLC

  SEC file number 801-73668 · NEW YORK, NY

  $475.6M AUM
• 360 FINANCIAL, INC.

  SEC file number 801-78425 · WAYZATA, MN · 18 employees

  $475.4M AUM
• ARMOR ADVISORS, L.L.C.

  SEC file number 801-73922 · NEW YORK, NY · 7 employees

  $475.2M AUM
• GRADIENT SECURITIES, LLC

  SEC file number 801-80807 · ARDEN HILLS, MN · 62 employees

  $475.2M AUM
• GSB WEALTH MANAGEMENT, LLC

  SEC file number 801-61932 · GUILFORD, CT · 13 employees

  $475M AUM
• COOK WEALTH, LLC

  SEC file number 801-79160 · RALEIGH, NC · 25 employees

  $475M AUM
• DUNDEEWEALTH US, LP

  SEC file number 801-67074 · BERWYN, PA · 17 employees

  $474.7M AUM
• ESSEX LLC

  SEC file number 801-54274 · DEER PARK, IL · 10 employees

  $474.3M AUM