Form ADV search

13950 results, page 143 of 279.

• ELM ADVISORS, LLC

  SEC file number 801-64366 · BURLINGAME, CA · 2 employees

  $380.9M AUM
• BOLTWOOD CAPITAL MANAGEMENT

  SEC file number 801-27099 · WALNUT CREEK, CA · 2 employees

  $380.9M AUM
• DSC ADVISORS, L.P.

  SEC file number 801-73330 · CHICAGO, IL · 13 employees

  $380.9M AUM
• VAN STRUM & TOWNE INC

  SEC file number 801-11816 · SAN FRANCISCO, CA · 5 employees

  $380.7M AUM
• NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.

  SEC file number 801-73469 · DARIEN, CT · 5 employees

  $380.7M AUM
• BNA WEALTH, INC.

  SEC file number 801-48984 · ROCK HILL, SC · 5 employees

  $380.5M AUM
• TRAFELET BROKAW CAPITAL MANAGEMENT, L.P.

  SEC file number 801-73192 · NEW YORK, NY · 8 employees

  $380M AUM
• PUTTERMAN, DEAN ELIOT

  SEC file number 801-62962 · HOUSTON, TX · 2 employees

  $380M AUM
• CHANAKYA CAPITAL PARTNERS

  SEC file number 801-79811 · 3 employees

  $380M AUM
• VAM GROUP, INC.

  SEC file number 801-62198 · GRAND RAPIDS, MI · 8 employees

  $379.8M AUM
• POINT VIEW WEALTH MANAGEMENT, INC.

  SEC file number 801-43340 · SUMMIT, NJ · 5 employees

  $379.7M AUM
• TAG FINANCIAL INC

  SEC file number 801-57715 · DIAMOND BAR, CA · 5 employees

  $379.6M AUM
• RIVERBANC LLC

  SEC file number 801-77291 · CHARLOTTE, NC · 12 employees

  $379.6M AUM
• ASPIRE WEALTH MANAGEMENT CORPORATION

  SEC file number 801-78407 · WALTHAM, MA · 4 employees

  $379.5M AUM
• TANNER CAPITAL MANAGEMENT, LLC

  SEC file number 801-64348 · PROVO, UT · 7 employees

  $379.4M AUM
• NARUS FINANCIAL PARTNERS, LLC

  SEC file number 801-80500 · SALT LAKE CITY, UT · 8 employees

  $379.3M AUM
• SARONA ASSET MANAGEMENT INC.

  SEC file number 801-76668 · 21 employees

  $379M AUM
• WEALTHEDGE INVESTMENT ADVISORS LLC

  SEC file number 801-66845 · NEW YORK, NY · 6 employees

  $379M AUM
• RADIUM FUND ADVISORS LLC

  SEC file number 801-73492 · WEST WINDSOR, NJ

  $378.9M AUM
• INTEGRATED WEALTH ADVISORY SERVICES, INC.

  SEC file number 801-76345 · OVERLAND PARK, KS · 7 employees

  $378.7M AUM
• MARATHON TRADING INVESTMENT MANAGEMENT LLC

  SEC file number 801-80827 · WAYNE, PA · 9 employees

  $378.6M AUM
• WEALTHVALUES, LLC

  SEC file number 801-66449 · REDWOOD CITY, CA · 5 employees

  $378.5M AUM
• REDMOND ASSET MANAGEMENT, LLC

  SEC file number 801-65154 · HENRICO, VA · 4 employees

  $378.5M AUM
• HALTER FERGUSON FINANCIAL INC

  SEC file number 801-57288 · CARMEL, IN · 9 employees

  $378.2M AUM
• HELLER WEALTH ADVISORS, LLC.

  SEC file number 801-72008 · SUMMIT, NJ · 8 employees

  $378.1M AUM
• SUMMIT WEALTH PARTNERS, INC

  SEC file number 801-64042 · ORLANDO, FL · 26 employees

  $378M AUM
• OECHSLE INTERNATIONAL ADVISORS, LTD

  SEC file number 801-57704 · 5 employees

  $377.8M AUM
• COURT PLACE ADVISORS LLC

  SEC file number 801-57317 · ELLICOTT CITY, MD · 6 employees

  $377.6M AUM
• VANTERRA CAPITAL LLC

  SEC file number 801-78047 · NEW YORK, NY · 6 employees

  $377.6M AUM
• MURPHY MIDDLETON HINKLE & PARKER, INC.

  SEC file number 801-43509 · THOMASVILLE, GA · 4 employees

  $377.4M AUM
• CRIBSTONE CAPITAL MANAGEMENT, LLC

  SEC file number 801-93172 · BRUNSWICK, ME · 7 employees

  $377.3M AUM
• ULLAND INVESTMENT ADVISORS, LLC

  SEC file number 801-57473 · MINNEAPOLIS, MN · 6 employees

  $377.3M AUM
• MONTEREY MANAGEMENT GROUP LP

  SEC file number 801-70945 · SAN FRANCISCO, CA · 36 employees

  $377.3M AUM
• SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

  SEC file number 801-78495 · OREM, UT · 12 employees

  $377.2M AUM
• ACORN WEALTH ADVISORS, LLC

  SEC file number 801-79211 · GRAND BLANC, MI · 5 employees

  $377.2M AUM
• PARTNERSINWEALTH, INC

  SEC file number 801-57566 · HOUSTON, TX · 7 employees

  $376.8M AUM
• ADIRONDACK FINANCIAL SERVICES CORP

  SEC file number 801-64779 · UTICA, NY · 17 employees

  $376.7M AUM
• FORT WARREN CAPITAL MANAGEMENT, LP

  SEC file number 801-79984 · BOSTON, MA · 7 employees

  $376.3M AUM
• FSIC IV ADVISOR, LLC

  SEC file number 801-106612 · PHILADELPHIA, PA · 171 employees

  $376.3M AUM
• INCAPTURE INVESTMENTS LLC

  SEC file number 801-79187 · SAN FRANCISCO, CA · 32 employees

  $376M AUM
• RAIN CAPITAL MANAGEMENT, LLC

  SEC file number 801-72744 · LAKE OSWEGO, OR · 6 employees

  $376M AUM
• QDC-ASSET MANAGEMENT, LLC

  SEC file number 801-73855 · WASHINGTON, DC · 24 employees

  $375.9M AUM
• LAKESIDE ADVISORS INC

  SEC file number 801-21230 · SEATTLE, WA · 4 employees

  $375.7M AUM
• COMPASS FINANCIAL GROUP, INC.

  SEC file number 801-61941 · DEERFIELD BEACH, FL · 5 employees

  $375.6M AUM
• HOLLOWAY WEALTH MANAGEMENT, LLC

  SEC file number 801-65430 · GAINESVILLE, FL · 6 employees

  $375.5M AUM
• HOTTINGER CAPITAL CORP

  SEC file number 801-30025 · NEW YORK, NY

  $375.5M AUM
• ABR CAPITAL PARTNERS, LLC

  SEC file number 801-71583 · BALTIMORE, MD · 29 employees

  $375.4M AUM
• HOXTON FINANCIAL, INC.

  SEC file number 801-62954 · SHEPHERDSTOWN, WV · 9 employees

  $375.4M AUM
• HORIZON ADVISORS, LLC

  SEC file number 801-61731 · HOUSTON, TX · 5 employees

  $375.3M AUM
• EAGLE CAPITAL MANAGEMENT, LLC

  SEC file number 801-57207 · MANDEVILLE, LA · 3 employees

  $375M AUM