Form ADV search

13950 results, page 139 of 279.

• OMEGA FINANCIAL GROUP, LLC

  SEC file number 801-77745 · SANTA BARBARA, CA · 6 employees

  $409.7M AUM
• DEAN, JACOBSON FINANCIAL SERVICES, LLC

  SEC file number 801-77262 · FORT WORTH, TX · 6 employees

  $409.5M AUM
• SIGNATOR FINANCIAL SERVICES, INC.

  SEC file number 801-66750 · BOSTON, MA · 73 employees

  $409.4M AUM
• WHITENER CAPITAL MANAGEMENT, INC

  SEC file number 801-31219 · ROCKY MOUNT, NC · 10 employees

  $409.2M AUM
• COOK PINE CAPITAL LLC

  SEC file number 801-64533 · GREENWICH, CT · 7 employees

  $409.2M AUM
• STOKES CAPITAL ADVISORS, LLC

  SEC file number 801-106810 · GREENWOOD, SC · 2 employees

  $409.1M AUM
• ASHTON THOMAS SECURITIES, LLC

  SEC file number 801-69225 · ROCHESTER, NY · 24 employees

  $409.1M AUM
• KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

  SEC file number 801-80394 · DUBLIN, OH · 10 employees

  $409M AUM
• PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

  SEC file number 801-79412 · WAYZATA, MN · 4 employees

  $408.8M AUM
• WELLINGTON SHIELDS & CO., LLC

  SEC file number 801-70755 · NEW YORK, NY · 24 employees

  $408.7M AUM
• ASTURIAS CAPITAL LLC

  SEC file number 801-80901 · NEW YORK, NY · 7 employees

  $408.6M AUM
• MORRIS FINANCIAL CONCEPTS, INC.

  SEC file number 801-60830 · MOUNT PLEASANT, SC · 10 employees

  $408.3M AUM
• KEN STERN & ASSOCIATES INC

  SEC file number 801-56991 · SAN DIEGO, CA · 9 employees

  $408.2M AUM
• QUANTITATIVE PROCESS, LLC

  SEC file number 801-79279 · CHARLOTTE, NC · 3 employees

  $408.2M AUM
• WATERMARK ASSET MANAGEMENT, INC.

  SEC file number 801-57796 · SAN RAMON, CA · 10 employees

  $408.1M AUM
• STELLAR CAPITAL MANAGEMENT LLC

  SEC file number 801-57690 · PHOENIX, AZ · 8 employees

  $407.7M AUM
• BROPHY WEALTH MANAGEMENT, LLC

  SEC file number 801-78964 · BEDFORD, NH · 8 employees

  $407.3M AUM
• INCAPITAL ASSET MANAGEMENT LLC

  SEC file number 801-72863 · CHICAGO, IL · 13 employees

  $407M AUM
• ARCHER CAPITAL MANAGEMENT, L.P.

  SEC file number 801-73684 · BEVERLY HILLS, CA · 4 employees

  $406.9M AUM
• HANSBERGER GROWTH INVESTORS, LP

  SEC file number 801-79676 · MADISON, WI · 4 employees

  $406.8M AUM
• NORTHROAD CAPITAL MANAGEMENT LLC

  SEC file number 801-61270 · NEW YORK, NY · 8 employees

  $406.7M AUM
• TMFS ADVISORY SERVICES, LLC

  SEC file number 801-70545 · OVERLAND PARK, KS · 6 employees

  $406.7M AUM
• HARVEST FINANCIAL ADVISORS, LLC

  SEC file number 801-68507 · WEST CHESTER, OH · 10 employees

  $406.3M AUM
• CLIFFORD CAPITAL PARTNERS, LLC

  SEC file number 801-78911 · ALPINE, UT · 10 employees

  $406.3M AUM
• CLEARSHARES LLC

  SEC file number 801-72414 · MARCO ISLAND, FL · 3 employees

  $405.6M AUM
• EQUIFIN CAPITAL MANAGEMENT II LLC

  SEC file number 801-73771 · NEW YORK, NY · 9 employees

  $405.5M AUM
• DONNELLY WEALTH ADVISORS, INC.

  SEC file number 801-60531 · SAN DIEGO, CA · 7 employees

  $405.4M AUM
• WHITE PINE INVESTMENT COMPANY

  SEC file number 801-55054 · LIVONIA, MI · 6 employees

  $405.2M AUM
• SILVERHAWK ASSET MANAGEMENT, LLC

  SEC file number 801-78166 · SCOTTSDALE, AZ · 9 employees

  $405.2M AUM
• KILDONAN CASTLE ASSET MANAGEMENT, L.P.

  SEC file number 801-72930 · NEW YORK, NY · 8 employees

  $405M AUM
• FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC

  SEC file number 801-37185 · DALLAS, TX · 9 employees

  $405M AUM
• FOUNTAIN FINANCIAL ASSOCIATES, INC.

  SEC file number 801-81086 · WILMINGTON, NC · 11 employees

  $404.9M AUM
• COBURN & MEREDITH, INC.

  SEC file number 801-69509 · SIMSBURY, CT · 24 employees

  $404.7M AUM
• PEAK FINANCIAL MANAGEMENT INC

  SEC file number 801-39737 · WELLESLEY, MA · 9 employees

  $404.7M AUM
• PARKVIEW LTD.

  SEC file number 801-73069 · 7 employees

  $404.6M AUM
• AFFILIATED FINANCIAL ADVISORS INC

  SEC file number 801-57519 · MILWAUKEE, WI · 4 employees

  $404.5M AUM
• TOTAL MANAGEMENT GROUP, INC.

  SEC file number 801-61749 · MELVILLE, NY · 6 employees

  $404.1M AUM
• JEFFERY ASSET MANAGEMENT LLC

  SEC file number 801-60784 · NEW YORK, NY · 2 employees

  $404.1M AUM
• ACCESS WEALTH PLANNING, LLC

  SEC file number 801-60406 · EAST HANOVER, NJ · 6 employees

  $404M AUM
• ACCESS FINANCIAL SERVICES, INC.

  SEC file number 801-66457 · MINNEAPOLIS, MN · 11 employees

  $403.9M AUM
• IFRAH FINANCIAL SERVICES, INC.

  SEC file number 801-64962 · LITTLE ROCK, AR · 13 employees

  $403.6M AUM
• LOWE WEALTH ADVISORS, LLC

  SEC file number 801-72431 · COLUMBIA, MD · 9 employees

  $403.5M AUM
• SILVERLEAFE CAPITAL PARTNERS, LLC

  SEC file number 801-63594 · GERMANTOWN, TN · 4 employees

  $403.4M AUM
• FISCHER INVESTMENT GROUP, INC.

  SEC file number 801-30304 · PITTSFORD, NY · 4 employees

  $403.2M AUM
• INTERMARKET CORPORATION

  SEC file number 801-74328 · NEW YORK, NY · 8 employees

  $403.2M AUM
• DANISON & ASSOCIATES INC

  SEC file number 801-42489 · COLUMBUS, OH · 3 employees

  $403.2M AUM
• GLOBAL TRUST ASSET MANAGEMENT, LLC

  SEC file number 801-68778 · WEST PALM BEACH, FL · 11 employees

  $403M AUM
• MANIKAY PARTNERS, LLC

  SEC file number 801-72877 · NEW YORK, NY · 4 employees

  $403M AUM
• F&V CAPITAL MANAGEMENT, L.L.C.

  SEC file number 801-68848 · BOCA RATON, FL · 7 employees

  $402.9M AUM
• HARBOR ADVISORY CORPORATION

  SEC file number 801-8915 · PORTSMOUTH, NH · 3 employees

  $402.8M AUM