Form ADV search

13950 results, page 132 of 279.

• SWEETWATER INVESTMENTS INC

  SEC file number 801-35176 · REDMOND, WA · 7 employees

  $465.4M AUM
• WEALTH MANAGEMENT ADVISORS, LLC

  SEC file number 801-79660 · GREENVILLE, SC · 10 employees

  $465.3M AUM
• CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

  SEC file number 801-63969 · MIAMI, FL · 30 employees

  $465M AUM
• POINT LOBOS CAPITAL, LLC

  SEC file number 801-73291 · SAN FRANCISCO, CA

  $465M AUM
• TMFS CHICAGO INC

  SEC file number 801-63654 · NORTHBROOK, IL · 6 employees

  $465M AUM
• MONETARY MANAGEMENT GROUP INC

  SEC file number 801-18512 · ST LOUIS, MO · 6 employees

  $464.8M AUM
• PALISADE INVESTMENTS, LLC

  SEC file number 801-80001 · ZEPHYR COVE, NV · 7 employees

  $464.6M AUM
• GRAND JEAN CAPITAL MANAGEMENT INC.

  SEC file number 801-36610 · SAN FRANCISCO, CA · 6 employees

  $464.6M AUM
• WEDGEWOOD PARTNERS, INC.

  SEC file number 801-31746 · ST LOUIS, MO · 11 employees

  $464.6M AUM
• ORION INVESTMENT CO

  SEC file number 801-32212 · ST LOUIS, MO · 6 employees

  $464.5M AUM
• GARRISON CAPITAL ADVISERS LLC

  SEC file number 801-72375 · NEW YORK, NY · 47 employees

  $464.4M AUM
• RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

  SEC file number 801-79937 · BOISE, ID · 6 employees

  $464.4M AUM
• RESOURCE FINANCIAL GROUP, LTD.

  SEC file number 801-66619 · WILMETTE, IL · 8 employees

  $464.1M AUM
• DHJJ FINANCIAL ADVISORS, LTD.

  SEC file number 801-42639 · NAPERVILLE, IL · 10 employees

  $463.9M AUM
• CBM CAPITAL, INC.

  SEC file number 801-73814

  $463.7M AUM
• GALLACHER CAPITAL MANAGEMENT LLC

  SEC file number 801-68279 · LONE TREE, CO · 15 employees

  $463.1M AUM
• 5TH STREET ADVISORS, LLC

  SEC file number 801-68066 · SOUTHPORT, CT · 8 employees

  $462.6M AUM
• LAFFER TENGLER INVESTMENTS, INC.

  SEC file number 801-56953 · NASHVILLE, TN · 13 employees

  $462.6M AUM
• KEPPLER ASSET MANAGEMENT INC.

  SEC file number 801-43072 · NEW YORK, NY · 6 employees

  $462.5M AUM
• PAX ELLEVATE MANAGEMENT LLC

  SEC file number 801-79216 · PORTSMOUTH, NH · 56 employees

  $462.4M AUM
• MFA ASSET MANAGEMENT, LLC

  SEC file number 801-66132 · TEWKSBURY, MA · 9 employees

  $462.3M AUM
• JACKSON, GRANT INVESTMENT ADVISERS, INC.

  SEC file number 801-56267 · STAMFORD, CT · 11 employees

  $462.1M AUM
• THE RELAXING RETIREMENT COACH, INC.

  SEC file number 801-69302 · WELLESLEY, MA · 7 employees

  $461.9M AUM
• LIGHTHOUSE FINANCIAL ADVISORS, INC.

  SEC file number 801-68468 · NEW MARKET, MD · 15 employees

  $461.9M AUM
• GREENWAY FAMILY OFFICE, LLC

  SEC file number 801-71129 · ST LOUIS, MO · 8 employees

  $461.5M AUM
• FBL INVESTMENT MANAGEMENT SERVICES, INC.

  SEC file number 801-7655 · WEST DES MOINES, IA · 11 employees

  $461.5M AUM
• CREDIT SUISSE PRIVATE ADVISORS AG

  SEC file number 801-60767

  $461.5M AUM
• REDSTONE ADVISORS INC

  SEC file number 801-40186 · WICHITA, KS · 8 employees

  $461.3M AUM
• JACOBSON & SCHMITT ADVISORS, LLC

  SEC file number 801-66735 · MIDDLETON, WI · 14 employees

  $461.2M AUM
• THOMAS WHITE INTERNATIONAL LTD

  SEC file number 801-41896 · CHICAGO, IL · 13 employees

  $461.1M AUM
• GEM ASSET MANAGEMENT, LLC

  SEC file number 801-67414 · PLYMOUTH, MI · 5 employees

  $461M AUM
• OMNI PARTNERS LLP

  SEC file number 801-72343 · 29 employees

  $460.5M AUM
• HOGE FINANCIAL SERVICES, LLC

  SEC file number 801-69665 · CANONSBURG, PA · 5 employees

  $460.2M AUM
• OLD GLORY ASSET MANAGEMENT LLC

  SEC file number 801-61882 · MALVERN, PA · 2 employees

  $460M AUM
• FORTIS ADVISORS, LLC

  SEC file number 801-80177 · WAYNE, PA · 7 employees

  $459.9M AUM
• UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

  SEC file number 801-80159 · SALINA, KS · 31 employees

  $459.8M AUM
• TWENTY-FIRST TAILORED SOLUTIONS, INC.

  SEC file number 801-72603 · 1 employees

  $459.7M AUM
• WALTER C. FLOWER & CO., INC

  SEC file number 801-14116 · 3 employees

  $459.6M AUM
• NEXT GENERATION WEALTH MANAGEMENT, INC.

  SEC file number 801-67748 · MILWAUKEE, WI · 6 employees

  $459.3M AUM
• CADENT MANAGEMENT SERVICES, LLC

  SEC file number 801-73910 · RYE BROOK, NY · 2 employees

  $459.1M AUM
• ALTRIUS CAPITAL MANAGEMENT, INC.

  SEC file number 801-63153 · NEW BERN, NC · 13 employees

  $458.5M AUM
• TOUCHDOWN VENTURES INC.

  SEC file number 801-80441 · PHILADELPHIA, PA · 65 employees

  $458.5M AUM
• GOODREID INVESTMENT COUNSEL CORP.

  SEC file number 801-69192 · 8 employees

  $458.4M AUM
• FIRSTPURPOSE WEALTH LLC

  SEC file number 801-68547 · OREM, UT · 46 employees

  $458.1M AUM
• TOTAL CLARITY WEALTH MANAGEMENT, INC

  SEC file number 801-67755 · ST. CHARLES, IL · 24 employees

  $458M AUM
• EMC CAPITAL ADVISORS, LLC

  SEC file number 801-78701 · BANNOCKBURN, IL · 5 employees

  $457.8M AUM
• WASSERSTEIN & CO., L.P.

  SEC file number 801-74075 · NEW YORK, NY · 8 employees

  $457.6M AUM
• SEQUOIA WEALTH MANAGEMENT, LLC

  SEC file number 801-80362 · BARRINGTON, IL · 20 employees

  $457.2M AUM
• BMB ADVISERS LLC

  SEC file number 801-61120 · LOS ANGELES, CA · 3 employees

  $457.1M AUM
• DEARBORN CAPITAL MANAGEMENT, LLC

  SEC file number 801-72068 · CHICAGO, IL · 12 employees

  $457.1M AUM