Form ADV search

13950 results, page 140 of 279.

• MILESTONE PARTNERS MANAGEMENT CO., L.P.

  SEC file number 801-73644 · VILLANOVA, PA · 12 employees

  $402.7M AUM
• FIDUCIARY ADVISORS, LLC

  SEC file number 801-72971 · SALT LAKE CITY, UT · 3 employees

  $402.7M AUM
• DGZ CAPITAL II, L.L.C.

  SEC file number 801-73377 · NEW YORK, NY · 1 employees

  $402.4M AUM
• FARMSTEAD CAPITAL MANAGEMENT, LLC

  SEC file number 801-78664 · 4 employees

  $402.2M AUM
• LIFEINVEST WEALTH MANAGEMENT, LTD

  SEC file number 801-69869 · MIAMI, FL · 23 employees

  $402.2M AUM
• BROADVIEW ADVISORS, LLC

  SEC file number 801-60114 · MILWAUKEE, WI · 9 employees

  $402M AUM
• EFFICIENT FRONTIER ADVISORS LLC

  SEC file number 801-60450 · 3 employees

  $401.9M AUM
• OLD WEST INVESTMENT MANAGEMENT, LLC

  SEC file number 801-69604 · LOS ANGELES, CA · 7 employees

  $401.9M AUM
• AVISO WEALTH MANAGEMENT

  SEC file number 801-56358 · BELLEVUE, WA · 9 employees

  $401.7M AUM
• CLOUD CAPITAL LLC

  SEC file number 801-70250 · 1 employees

  $401.4M AUM
• KOLINSKY WEALTH MANAGEMENT, LLC

  SEC file number 801-71410 · RAMSEY, NJ · 11 employees

  $401.3M AUM
• WESTOVER CAPITAL ADVISORS, LLC

  SEC file number 801-64380 · WILMINGTON, DE · 8 employees

  $401.2M AUM
• 25 CAPITAL PARTNERS, LLC

  SEC file number 801-72665 · CHARLOTTE, NC · 9 employees

  $401.2M AUM
• KARPAS STRATEGIES LLC

  SEC file number 801-57019 · LITCHFIELD, CT · 2 employees

  $401.2M AUM
• OUTFITTER ADVISORS, LTD.

  SEC file number 801-57015 · MCLEAN, VA · 3 employees

  $401M AUM
• CYPRESS CAPITAL, LLC

  SEC file number 801-79771 · FRANKLIN, TN · 12 employees

  $401M AUM
• EISENSTAT CAPITAL PARTNERS LP

  SEC file number 801-73185 · NEW YORK, NY · 12 employees

  $400.9M AUM
• SYMMETRY CAPITAL ADVISORS LLC

  SEC file number 801-61422 · DALLAS, TX · 4 employees

  $400.7M AUM
• PEGASUS CAPITAL ADVISORS, L.P.

  SEC file number 801-73818 · STAMFORD, CT · 12 employees

  $400.5M AUM
• AVALON CAPITAL MANAGEMENT

  SEC file number 801-41657 · PORT OF REDWOOD CITY, CA · 3 employees

  $400.5M AUM
• WHITE OAKS INVESTMENT MANAGEMENT, INC

  SEC file number 801-79237 · SARASOTA, FL · 2 employees

  $400.3M AUM
• KRAFT ASSET MANAGEMENT, LLC

  SEC file number 801-66686 · NASHVILLE, TN · 6 employees

  $400.2M AUM
• CLELLAND & CO INC

  SEC file number 801-34425 · SAN DIEGO, CA · 3 employees

  $399.8M AUM
• SEAPORT CAPITAL, LLC

  SEC file number 801-73953 · NEW YORK, NY · 16 employees

  $399.5M AUM
• ALPHAMARK ADVISORS, LLC

  SEC file number 801-58156 · FT. WRIGHT, KY · 6 employees

  $399.4M AUM
• ASSET ADVISORY GROUP INC

  SEC file number 801-55031 · CINCINNATI, OH · 8 employees

  $399.2M AUM
• WEALTH HEALTH, LLC

  SEC file number 801-64171 · ROSELAND, NJ · 7 employees

  $399.2M AUM
• ANNAPOLIS FINANCIAL SERVICES, LLC

  SEC file number 801-95167 · ANNAPOLIS, MD · 8 employees

  $399.2M AUM
• AND WEALTH PARTNERS, LLC

  SEC file number 801-69853 · BALTIMORE, MD · 3 employees

  $399.1M AUM
• PARKSHORE WEALTH MANAGEMENT

  SEC file number 801-78573 · GRANITE BAY, CA · 8 employees

  $399.1M AUM
• BETA WEALTH GROUP, INC

  SEC file number 801-77060 · SAN DIEGO, CA · 3 employees

  $399M AUM
• INDIA CAPITAL MANAGEMENT LIMITED

  SEC file number 801-77056 · 8 employees

  $398.9M AUM
• UASNM, INC.

  SEC file number 801-63572 · ALBUQUERQUE, NM · 6 employees

  $398.8M AUM
• WELCH CAPITAL PARTNERS LLC

  SEC file number 801-52308 · HARRISON, NY · 3 employees

  $398.6M AUM
• JOHNSTON JAMES M & ASSOCIATES INC

  SEC file number 801-77752 · GLENDALE, CO · 4 employees

  $398.4M AUM
• GERBER/TAYLOR ASSOCIATES LLC

  SEC file number 801-36616 · MEMPHIS, TN · 18 employees

  $398.1M AUM
• ISCHUS CAPITAL MANAGEMENT, LLC

  SEC file number 801-74531 · PHILADELPHIA, PA · 6 employees

  $398.1M AUM
• EQUATOR ENVIRONMENTAL, LLC

  SEC file number 801-73002 · NEW YORK, NY

  $398M AUM
• BRICK & KYLE ASSOCIATES INC

  SEC file number 801-55370 · NEWTOWN, PA · 6 employees

  $397.7M AUM
• PACIFIC STRATEGIC MANAGEMENT, LP

  SEC file number 801-62342 · HOUSTON, TX · 3 employees

  $397.5M AUM
• RCG LONGVIEW EQUITY MANAGEMENT, LLC

  SEC file number 801-73878 · NEW YORK, NY · 17 employees

  $397.5M AUM
• SEARLE & CO.

  SEC file number 801-68574 · GREENWICH, CT · 12 employees

  $397.4M AUM
• EVERGREEN ADVISORS, LLC

  SEC file number 801-70106 · CHATTANOOGA, TN · 6 employees

  $397.3M AUM
• FORSTRONG GLOBAL ASSET MANAGEMENT INC.

  SEC file number 801-72223 · 19 employees

  $397.3M AUM
• VAN SANT & MEWSHAW, INC

  SEC file number 801-41651 · HUNT VALLEY, MD · 6 employees

  $397.2M AUM
• FERRELL WEALTH MANAGEMENT INC.

  SEC file number 801-51822 · WINTER PARK, FL · 8 employees

  $397M AUM
• LION CAPITAL (AMERICAS) INC.

  SEC file number 801-73353 · LOS ANGELES, CA · 2 employees

  $396.9M AUM
• PORTFOLIO CAPITAL MANAGEMENT INC

  SEC file number 801-16379 · CHARLOTTE, NC · 5 employees

  $396.9M AUM
• HEADWATER INVESTMENT CONSULTING,INC.

  SEC file number 801-64965 · MCMINNVILLE, OR · 5 employees

  $396.7M AUM
• BOSTON PROVIDENT, L.P.

  SEC file number 801-70660 · NEW YORK, NY · 9 employees

  $396.7M AUM