Form ADV search

13950 results, page 133 of 279.

• MEG GREEN & ASSOCIATES, INC.

  SEC file number 801-70662 · NORTH MIAMI BEACH, FL · 12 employees

  $457M AUM
• TOPSPIN MANAGEMENT COMPANY LBO LLC

  SEC file number 801-74344 · MAMARONECK, NY · 11 employees

  $457M AUM
• TETON ADVISORS, LLC

  SEC file number 801-47568 · GREENWICH, CT · 10 employees

  $456.9M AUM
• COMMONWEALTH STRATEGIC ADVISORY LLC

  SEC file number 801-79584 · NEW CANAAN, CT · 2 employees

  $456.9M AUM
• POLAR CAPITAL (AMERICA) CORPORATION

  SEC file number 801-71922 · DARIEN, CT · 9 employees

  $456.6M AUM
• IRONWOOD FINANCIAL, LLC

  SEC file number 801-70463 · TUCSON, AZ · 7 employees

  $456.5M AUM
• THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

  SEC file number 801-80809 · GOLDEN VALLEY, MN · 60 employees

  $456.4M AUM
• PARAGON WEALTH STRATEGIES, LLC.

  SEC file number 801-79640 · JACKSONVILLE, FL · 10 employees

  $456.3M AUM
• NBW CAPITAL LLC

  SEC file number 801-69253 · BOSTON, MA · 10 employees

  $456.2M AUM
• ANDREWS, LUCIA WEALTH MANAGEMENT LLC

  SEC file number 801-66974 · DANVILLE, CA · 2 employees

  $456.1M AUM
• VESTORY, LLC

  SEC file number 801-96174 · BELLEVUE, WA · 14 employees

  $455.8M AUM
• BEARD INVESTMENT SERVICES, INC.

  SEC file number 801-37961 · CANFIELD, OH · 5 employees

  $455.5M AUM
• CHESS FINANCIAL CORP

  SEC file number 801-30569 · BEACHWOOD, OH

  $455.4M AUM
• ATLAS BROWN, INC.

  SEC file number 801-63702 · LOUISVILLE, KY · 9 employees

  $455.2M AUM
• LOEB PARTNERS CORPORATION

  SEC file number 801-39571 · NEW YORK, NY · 13 employees

  $455.1M AUM
• WEALTH PLANNING CORP

  SEC file number 801-18378 · CINCINNATI, OH · 10 employees

  $454.9M AUM
• NORTHPOINTE CAPITAL LLC

  SEC file number 801-57064 · BLOOMFIELD HILLS, MI · 11 employees

  $454.6M AUM
• RUSSELL REAL ESTATE ADVISORS INC

  SEC file number 801-47270 · SEATTLE, WA · 20 employees

  $454.4M AUM
• BAYSHORE CAPITAL ADVISORS, LLC

  SEC file number 801-60081 · TAMPA, FL · 8 employees

  $454.2M AUM
• NORTHWEST QUADRANT, LLC

  SEC file number 801-72636 · BEND, OR · 6 employees

  $453.9M AUM
• AIMZ INVESTMENT ADVISORS LLC

  SEC file number 801-72721 · LOS ALTOS, CA · 2 employees

  $453.3M AUM
• JHWIM FUND MANAGEMENT COMPANY, LLC

  SEC file number 801-72421

  $453.2M AUM
• KINGSBRIDGE WEALTH MANAGEMENT, INC.

  SEC file number 801-77197 · LAS VEGAS, NV · 5 employees

  $453.1M AUM
• WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

  SEC file number 801-58282 · GLASTONBURY, CT · 5 employees

  $453.1M AUM
• WAGNER WEALTH MANAGEMENT, LLC

  SEC file number 801-60930 · DENVER, CO · 9 employees

  $453.1M AUM
• FRIEDLANDER & CO INC

  SEC file number 801-16821 · MILWAUKEE, WI · 1 employees

  $453M AUM
• GMO AUSTRALASIA LLC

  SEC file number 801-56449 · BOSTON, MA

  $452.9M AUM
• CONSULTIVA WEALTH MANAGEMENT, CORP.

  SEC file number 801-57175 · SAN JUAN, PR · 27 employees

  $452.8M AUM
• KALMAR INVESTMENTS INC

  SEC file number 801-16947 · WILMINGTON, DE · 24 employees

  $452.7M AUM
• TRINITY PORTFOLIO ADVISORS, LLC

  SEC file number 801-70663 · SOUTHLAKE, TX · 12 employees

  $452.6M AUM
• BRIDGE ADVISORY LLC

  SEC file number 801-69681 · PASADENA, CA · 18 employees

  $452.6M AUM
• PROMUS ASSET MANAGEMENT, LLC

  SEC file number 801-80941 · DALLAS, TX · 3 employees

  $452.4M AUM
• TELEMUS WEALTH ADVISORS, LLC

  SEC file number 801-64748 · SOUTHFIELD, MI · 8 employees

  $452.2M AUM
• ADAMS HILL CAPITAL LLC

  SEC file number 801-77442 · WESTPORT, CT · 13 employees

  $452M AUM
• J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

  SEC file number 801-67970 · ATLANTA, GA · 152 employees

  $451.9M AUM
• JET CAPITAL INVESTORS, LP

  SEC file number 801-65543 · NEW YORK, NY · 8 employees

  $451.8M AUM
• FMB WEALTH MANAGEMENT

  SEC file number 801-61556 · WESTLAKE VILLAGE, CA · 12 employees

  $451.7M AUM
• WOOD GEORGE FRANCIS

  SEC file number 801-19998 · DENVER, CO

  $451.3M AUM
• PARAGON CAPITAL MANAGEMENT LLC

  SEC file number 801-55805 · OVERLAND PARK, KS · 6 employees

  $451.2M AUM
• DIVERSIFIED FINANCIAL ADVISORS, LLC

  SEC file number 801-70541 · TOWN AND COUNTRY, MO · 5 employees

  $451.2M AUM
• RNP ADVISORY SERVICES, INC.

  SEC file number 801-60884 · MORGAN HILL, CA · 8 employees

  $451M AUM
• NORTHWEST INVESTMENT CONSULTING, INC.

  SEC file number 801-47325 · SEATTLE, WA · 165 employees

  $450.6M AUM
• ARBOR TRUST WEALTH ADVISORS, LLC

  SEC file number 801-78929 · ANN ARBOR, MI · 10 employees

  $450.6M AUM
• JW ASSET MANAGEMENT, LLC

  SEC file number 801-78292 · 7 employees

  $450.2M AUM
• REVOLUTION GROWTH MANAGEMENT COMPANY II, LP

  SEC file number 801-72573 · WASHINGTON, DC

  $450M AUM
• BCU WEALTH ADVISORS, LLC

  SEC file number 801-81122 · VERNON HILLS, IL · 17 employees

  $449.9M AUM
• FAIRFIELD, BUSH & CO.

  SEC file number 801-9532 · DARIEN, CT · 5 employees

  $448.9M AUM
• RIGGS ASSET MANAGEMENT CO INC

  SEC file number 801-38171 · DALLAS, PA · 7 employees

  $448.8M AUM
• MARIN FINANCIAL ADVISORS LLC

  SEC file number 801-65355 · LARKSPUR, CA · 2 employees

  $448.4M AUM
• ASSET MANAGEMENT ADVISORS INC

  SEC file number 801-28717 · HOUSTON, TX · 11 employees

  $448.4M AUM