Form ADV search

13950 results, page 141 of 279.

• SHOBE & ASSOCIATES, INC

  SEC file number 801-70323 · BATON ROUGE, LA · 21 employees

  $396.6M AUM
• NEW ENGLAND GUILD WEALTH ADVISORS, INC.

  SEC file number 801-39648 · AVON, CT · 7 employees

  $396.5M AUM
• AMERICAN ASSETS CAPITAL ADVISERS, LLC

  SEC file number 801-80101 · SAN DIEGO, CA · 6 employees

  $396.4M AUM
• ALLODIUM INVESTMENT CONSULTANTS, LLC

  SEC file number 801-64508 · MINNEAPOLIS, MN · 12 employees

  $396.4M AUM
• HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.

  SEC file number 801-23973 · FAIRHOPE, AL · 3 employees

  $396.4M AUM
• HARVEST MANAGEMENT, L.L.C.

  SEC file number 801-61814 · NEW YORK, NY · 7 employees

  $396.2M AUM
• CAMDEN PARTNERS STRATEGIC MANAGER, LLC

  SEC file number 801-62855 · BALTIMORE, MD · 19 employees

  $396M AUM
• FINANCIAL DESIGNS CORPORATION

  SEC file number 801-49374 · CLAREMONT, CA · 6 employees

  $396M AUM
• ESPALIER GLOBAL MANAGEMENT LLC

  SEC file number 801-74284 · NEW YORK, NY · 7 employees

  $395.3M AUM
• GOLD INVESTMENT MANAGEMENT LTD.

  SEC file number 801-72738 · 6 employees

  $395.2M AUM
• NAVIGATE PRIVATE WEALTH, LLC

  SEC file number 801-79648 · DRAPER, UT · 13 employees

  $395.2M AUM
• FIRST CITY CAPITAL MANAGEMENT INC

  SEC file number 801-14853 · SAVANNAH, GA · 8 employees

  $395.1M AUM
• CONCORDE ASSET MANAGEMENT, LLC

  SEC file number 801-74519 · ANN ARBOR, MI · 82 employees

  $395.1M AUM
• NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

  SEC file number 801-92175 · LAKE FOREST, IL · 5 employees

  $394.7M AUM
• SMH CAPITAL ADVISORS LLC

  SEC file number 801-54089 · FORT WORTH, TX · 4 employees

  $394.7M AUM
• KERCHEVILLE ADVISORS LLC

  SEC file number 801-92169 · SAN ANTONIO, TX · 5 employees

  $394.6M AUM
• ACTIUM LLC

  SEC file number 801-70678 · GRAND RAPIDS, MI · 7 employees

  $393.8M AUM
• ARGENT RETIREMENT PLAN ADVISORS, LLC

  SEC file number 801-78568 · NEW ORLEANS, LA · 5 employees

  $393.8M AUM
• IMPERIAL CAPITAL ASSET MANAGEMENT LLC

  SEC file number 801-67961 · PALM BEACH GARDENS, FL · 13 employees

  $393.7M AUM
• PRENTICE WEALTH MANAGEMENT LLC

  SEC file number 801-76490 · ROCHESTER, NY · 11 employees

  $393.5M AUM
• GUIDANCE POINT ADVISORS, LLC

  SEC file number 801-77258 · 6 employees

  $393.4M AUM
• GARCIA WEALTH MANAGEMENT GROUP, INC.

  SEC file number 801-79445 · TEMPLETON, CA · 7 employees

  $393.4M AUM
• TREVI MANAGEMENT LP

  SEC file number 801-75835 · NEW YORK, NY

  $393.3M AUM
• MADRONA FINANCIAL SERVICES, LLC

  SEC file number 801-63693 · EVERETT, WA · 21 employees

  $393M AUM
• ETFIDEA, LLC

  SEC file number 801-69316 · SYRACUSE, NY · 7 employees

  $392.9M AUM
• SUTTON WEALTH ADVISORS, INC.

  SEC file number 801-68454 · TAMPA, FL · 8 employees

  $392.7M AUM
• CARL P. SHERR & CO., LLC

  SEC file number 801-66673 · WORCESTER, MA · 5 employees

  $392.6M AUM
• AZIMUT GENESIS ADVISORS LLC

  SEC file number 801-64054 · MIAMI, FL · 7 employees

  $392.5M AUM
• GOLDNER HAWN JOHNSON & MORRISON INCORPORATED

  SEC file number 801-73064 · MINNEAPOLIS, MN · 12 employees

  $392.4M AUM
• CAPITAL MARKETS IQ, LLC

  SEC file number 801-69992 · 24 employees

  $392.3M AUM
• SPARK INVESTMENT MANAGEMENT LLC

  SEC file number 801-73079 · NEW YORK, NY · 20 employees

  $392.2M AUM
• CENTURY WEALTH MANAGEMENT, LLC

  SEC file number 801-68474 · MEMPHIS, TN · 4 employees

  $392.2M AUM
• WIMMER ASSOCIATES I, LLC

  SEC file number 801-62730 · PASADENA, CA · 4 employees

  $392.2M AUM
• IMS CAPITAL MANAGEMENT INC.

  SEC file number 801-33939 · PORTLAND, OR · 8 employees

  $392.1M AUM
• BROWN ADVISORY SECURITIES, LLC

  SEC file number 801-61427 · BALTIMORE, MD · 10 employees

  $392M AUM
• NOVA R WEALTH, INC.

  SEC file number 801-78933 · OVERLAND PARK, KS · 7 employees

  $391.9M AUM
• THE GENWEALTH GROUP, INC.

  SEC file number 801-71876 · MAPLEWOOD, NJ · 8 employees

  $391.8M AUM
• TRANSITIONS WEALTH MANAGEMENT, LLC

  SEC file number 801-61992 · DENVER, CO · 7 employees

  $391.6M AUM
• FINANCIAL FREEDOM, LLC

  SEC file number 801-63647 · CINCINNATI, OH · 3 employees

  $391.6M AUM
• KENNET PARTNERS LLC

  SEC file number 801-73660 · SAN MATEO, CA · 3 employees

  $391.5M AUM
• OBRIEN GREENE & CO INC

  SEC file number 801-5866 · MEDIA, PA · 6 employees

  $391.5M AUM
• ASCENT CAPITAL MANAGEMENT, LLC

  SEC file number 801-63211 · BEND, OR · 7 employees

  $391.5M AUM
• FORTY4 ASSET MANAGEMENT LLC

  SEC file number 801-78075 · CHICAGO, IL · 16 employees

  $391.4M AUM
• NORTHERN CAPITAL MANAGEMENT, INC.

  SEC file number 801-44942 · SPOKANE, WA · 11 employees

  $391M AUM
• BOW STREET LLC

  SEC file number 801-74153 · NEW YORK, NY · 9 employees

  $390.9M AUM
• TROVENA, LLC.

  SEC file number 801-63474 · REDONDO BEACH, CA · 11 employees

  $390.9M AUM
• WRP MANAGEMENT, LLC

  SEC file number 801-73581 · BOSTON, MA

  $390.9M AUM
• MADISON CAPITAL ADVISORS, LLC

  SEC file number 801-66032 · GREENWOOD VILLAGE, CO

  $390.8M AUM
• HADRON CAPITAL LLP

  SEC file number 801-80858 · 9 employees

  $390.8M AUM
• TSP CAPITAL MANAGEMENT GROUP, LLC

  SEC file number 801-63507 · SUMMIT, NJ · 5 employees

  $390.4M AUM