Form ADV search

13950 results, page 136 of 279.

• BOCAGE CAPITAL, LLC

  SEC file number 801-73905 · SAN FRANCISCO, CA · 13 employees

  $432.2M AUM
• GLOBAL VIEW INVESTMENT ADVISORS, LLC

  SEC file number 801-68500 · GREENVILLE, SC · 8 employees

  $432.2M AUM
• DORSEY & COMPANY INC.

  SEC file number 801-35768 · NEW ORLEANS, LA · 17 employees

  $432M AUM
• MIDWEST PROFESSIONAL PLANNERS, LTD.

  SEC file number 801-72649 · WAUSAU, WI · 28 employees

  $431.8M AUM
• PREMIER WEALTH ADVISORS, LLC

  SEC file number 801-78204 · NEW YORK, NY · 10 employees

  $431.8M AUM
• MCC ADVISORS LLC

  SEC file number 801-71515 · NEW YORK, NY · 64 employees

  $431.8M AUM
• TACONIC INVESTMENT PARTNERS LLC

  SEC file number 801-73221 · NEW YORK, NY · 29 employees

  $431.5M AUM
• GEN FINANCIAL MANAGEMENT INC.

  SEC file number 801-57823 · PLYMOUTH, MN · 5 employees

  $431.3M AUM
• WP ADVISORS, LLC

  SEC file number 801-62924 · SAN FRANCISCO, CA · 4 employees

  $431.2M AUM
• TSW II CAPITAL ADVISORS, LLC

  SEC file number 801-73369 · CHATTANOOGA, TN · 8 employees

  $430.9M AUM
• RENOVA US MANAGEMENT, LLC

  SEC file number 801-73923 · NEW YORK, NY

  $430.5M AUM
• BONAVENTURE CAPITAL, LLC

  SEC file number 801-64141 · BIRMINGHAM, AL · 3 employees

  $430.4M AUM
• BATES FINANCIAL ADVISORS, INC.

  SEC file number 801-72191 · ROCKFORD, IL · 9 employees

  $430.4M AUM
• BENEDICT FINANCIAL ADVISORS, INC.

  SEC file number 801-77715 · ATLANTA, GA · 7 employees

  $430.1M AUM
• FRANCIS FINANCIAL GROUP, LLC

  SEC file number 801-62828 · NEW ORLEANS, LA · 4 employees

  $429.9M AUM
• DOVER PARTNERS INC

  SEC file number 801-35543 · DAYTON, OH · 3 employees

  $429.8M AUM
• MARSHALL & SULLIVAN INC

  SEC file number 801-16142 · SEATTLE, WA · 3 employees

  $429.7M AUM
• TRELLIS ADVISORS, LLC

  SEC file number 801-69081 · ELLENSBURG, WA · 15 employees

  $429.7M AUM
• FORTITUDE ADVISORY GROUP L.L.C.

  SEC file number 801-60827 · GIG HARBOR, WA · 25 employees

  $429.6M AUM
• CJM WEALTH MANAGEMENT LLC

  SEC file number 801-77160 · DEER PARK, NY · 8 employees

  $429.5M AUM
• SK WEALTH MANAGEMENT, LLC

  SEC file number 801-56304 · PROVIDENCE, RI · 6 employees

  $429.2M AUM
• ASCENT INVESTMENT ADVISORS, LLC

  SEC file number 801-69196 · GREENWOOD VILLAGE, CO · 4 employees

  $429.2M AUM
• STEFFES FINANCIAL, LTD

  SEC file number 801-64179 · OVERLAND PARK, KS · 5 employees

  $429.2M AUM
• GOOGINS ADVISORS, INC.

  SEC file number 801-68432 · MIDDLETON, WI · 8 employees

  $429.1M AUM
• SYMPHONY TECHNOLOGY GROUP, LLC

  SEC file number 801-73246 · MENLO PARK, CA · 71 employees

  $428.8M AUM
• TALARA CAPITAL MANAGEMENT, LLC

  SEC file number 801-74060 · MONTCLAIR, NJ · 4 employees

  $428.5M AUM
• BURTON, DONALD W

  SEC file number 801-77152 · TAMPA, FL · 1 employees

  $428.5M AUM
• PROTEGE PARTNERS, LLC

  SEC file number 801-65679 · NEW YORK, NY · 9 employees

  $428M AUM
• PRIVATE FUND ADVISORS, INC.

  SEC file number 801-62271 · ARNOLD, MD · 4 employees

  $428M AUM
• JACOBSEN CAPITAL MANAGEMENT, LLC

  SEC file number 801-63010 · SALT LAKE CITY, UT · 6 employees

  $427.9M AUM
• PRAETORIAN WEALTH MANAGEMENT, INC.

  SEC file number 801-69431 · CARMEL, CA · 8 employees

  $427.9M AUM
• CLAAR ADVISORS LLC

  SEC file number 801-78954 · NEW YORK, NY · 5 employees

  $427.8M AUM
• MTX WEALTH MANAGEMENT, LLC

  SEC file number 801-67357 · RESTON, VA · 9 employees

  $427.8M AUM
• ECA INVESTMENT GROUP INC

  SEC file number 801-33567 · YORK, PA · 7 employees

  $427.7M AUM
• FIRST WASHINGTON CORPORATION

  SEC file number 801-66192 · SEATTLE, WA · 4 employees

  $427.5M AUM
• HOEY INVESTMENTS, INC.

  SEC file number 801-80919 · COATESVILLE, PA · 6 employees

  $427.5M AUM
• FINANCIAL CONNECTIONS GROUP, INC.

  SEC file number 801-57202 · LARKSPUR, CA · 7 employees

  $427.2M AUM
• WESPAC ADVISORS SOCAL, LLC

  SEC file number 801-77286 · PASADENA, CA · 7 employees

  $427.1M AUM
• PRIVATE WEALTH MANAGEMENT GROUP LLC

  SEC file number 801-77565 · PRINCETON, NJ · 10 employees

  $426.9M AUM
• MORTON WEALTH MANAGEMENT LLC

  SEC file number 801-56673 · GREENSBORO, NC · 9 employees

  $426.8M AUM
• CANTOR FITZGERALD WEALTH PARTNERS, LLC

  SEC file number 801-77987 · NEW YORK, NY · 16 employees

  $426.4M AUM
• HUBER CAPITAL MANAGEMENT LLC

  SEC file number 801-67634 · EL SEGUNDO, CA · 10 employees

  $426.1M AUM
• CAPITAL INVESTMENT MANAGEMENT, INC

  SEC file number 801-76972 · LEE'S SUMMIT, MO · 8 employees

  $425.9M AUM
• HARVEY CAPITAL MANAGEMENT INC

  SEC file number 801-52027 · PALM BEACH, FL · 5 employees

  $425.8M AUM
• MULLINTBG ADVISORY SERVICES, LLC

  SEC file number 801-67161 · IRVINE, CA · 15 employees

  $425.4M AUM
• THE MUTUAL FUND STORE-ST. LOUIS, LLC

  SEC file number 801-62170 · OVERLAND PARK, KS

  $425.2M AUM
• CLEARLOGIC FINANCIAL, INC.

  SEC file number 801-63619 · RESTON, VA · 8 employees

  $425.2M AUM
• GSB PODIUM ADVISORS, LLC

  SEC file number 801-72253 · NEW YORK, NY

  $425M AUM
• USADVISORS WEALTH MANAGEMENT, LLC

  SEC file number 801-77961 · EDEN PRAIRIE, MN · 18 employees

  $424.9M AUM
• ZURAW FINANCIAL ADVISORS, LLC

  SEC file number 801-80364 · GREENSBORO, NC · 2 employees

  $424.8M AUM