Form ADV search

13950 results, page 146 of 279.

• REINHARDT FINANCIAL SERVICES INC

  SEC file number 801-41865 · LAWRENCE, KS · 3 employees

  $359.2M AUM
• FORT, L.P.

  SEC file number 801-79113 · CHEVY CHASE, MD · 11 employees

  $358.9M AUM
• BLACKSTONE TREASURY SOLUTIONS ADVISORS L.L.C.

  SEC file number 801-77893 · NEW YORK, NY · 28 employees

  $358.5M AUM
• ENVISION CAPITAL MANAGEMENT INC

  SEC file number 801-48253 · 2 employees

  $358.3M AUM
• HILDENE LEVERAGED CREDIT, LLC

  SEC file number 801-79538 · NEW YORK, NY · 11 employees

  $358.3M AUM
• CAPITAL MANAGEMENT SERVICES INC

  SEC file number 801-30898 · WAYNE, PA · 8 employees

  $358.2M AUM
• MONEYWISE INC

  SEC file number 801-20812 · FOREST, VA · 8 employees

  $358.1M AUM
• THREADNEEDLE INTERNATIONAL LTD.

  SEC file number 801-63196 · 665 employees

  $358.1M AUM
• SPIVAK ASSET MANAGEMENT, LLC

  SEC file number 801-81096 · AVON, CT · 1 employees

  $357.8M AUM
• FMF&E WEALTH MANAGEMENT, LLC

  SEC file number 801-66983 · SYRACUSE, NY · 3 employees

  $357.6M AUM
• VINCI PARTNERS USA LLC

  SEC file number 801-77895 · NEW YORK, NY · 7 employees

  $357.6M AUM
• KEATING INVESTMENT COUNSELORS INC

  SEC file number 801-19820 · DELRAY BEACH, FL · 4 employees

  $357.5M AUM
• GRANITE BAY WEALTH MANAGEMENT, LLC

  SEC file number 801-92174 · PORTSMOUTH, NH · 8 employees

  $357.3M AUM
• PETRA FINANCIAL ADVISORS INC

  SEC file number 801-39169 · COLORADO SPRINGS, CO · 13 employees

  $357.2M AUM
• VOLEON CAPITAL MANAGEMENT LP

  SEC file number 801-73974 · BERKELEY, CA

  $357M AUM
• ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC

  SEC file number 801-66830 · PHOENIX, AZ · 7 employees

  $357M AUM
• LAZARD ALTERNATIVE INVESTMENTS LLC

  SEC file number 801-73987 · NEW YORK, NY

  $356.8M AUM
• VAN GILDER RETIREMENT SOLUTIONS, LLC

  SEC file number 801-71978 · DENVER, CO

  $356.8M AUM
• LIBERTY WEALTH MANAGEMENT, LLC

  SEC file number 801-64934 · OAKLAND, CA · 23 employees

  $356.8M AUM
• H I A - HELVETIA INVESTMENT ADVISORS SA

  SEC file number 801-79688 · 2 employees

  $356.7M AUM
• GARDNER LEWIS ASSET MANAGEMENT LP

  SEC file number 801-36476 · CHADDS FORD, PA · 10 employees

  $356.5M AUM
• WHITNEY RETIREMENT SERVICES GROUP, INC.

  SEC file number 801-77881 · KENNEBUNK, ME · 2 employees

  $356.4M AUM
• AG ASSET ADVISORY, LLC

  SEC file number 801-80760 · LOS ANGELES, CA · 3 employees

  $356.3M AUM
• MALTIN WEALTH MANAGEMENT, INC.

  SEC file number 801-77022 · 5 employees

  $356.3M AUM
• GFS PRIVATE WEALTH, LLC

  SEC file number 801-76912 · CLEARWATER, FL · 8 employees

  $356.3M AUM
• CHARLES FISH INVESTMENTS, INC.

  SEC file number 801-52674 · IRVINE, CA · 5 employees

  $356.1M AUM
• CHARTER CAPITAL MANAGEMENT, INC.

  SEC file number 801-16127 · BROOKFIELD, WI · 5 employees

  $355.9M AUM
• THE LAM GROUP, INC.

  SEC file number 801-62544 · 2 employees

  $355.9M AUM
• CATALYST INVESTORS, L.L.C.

  SEC file number 801-74091 · NEW YORK, NY

  $355.8M AUM
• RAINSBERGER WEALTH ADVISORS, INC.

  SEC file number 801-38096 · COLORADO SPRINGS, CO · 8 employees

  $355.7M AUM
• ENHANCED INVESTMENT PRODUCTS LIMITED

  SEC file number 801-64861 · 15 employees

  $355.7M AUM
• ESO CAPITAL PARTNERS UK LLP

  SEC file number 801-74534 · 2 employees

  $355.6M AUM
• NCP MANAGEMENT HOLDINGS, INC.

  SEC file number 801-73399 · BIRMINGHAM, AL · 11 employees

  $355.3M AUM
• WNA WEALTH ADVISORS, INC.

  SEC file number 801-44672 · HINSDALE, IL · 5 employees

  $355.3M AUM
• CHALKSTREAM CAPITAL GROUP, L.P.

  SEC file number 801-73339 · NEW YORK, NY · 4 employees

  $355.2M AUM
• LANCASTER POLLARD ASSET MANAGEMENT LLC

  SEC file number 801-55556 · COLUMBUS, OH

  $355M AUM
• CHASE INVESTMENT COUNSEL CORPORATION

  SEC file number 801-3396 · CHARLOTTESVILLE, VA · 7 employees

  $354.8M AUM
• LAUREL WEALTH PLANNING LLC

  SEC file number 801-79116 · EDINA, MN · 7 employees

  $354.7M AUM
• UNION SQUARE INVESTMENT CO

  SEC file number 801-55304 · SAN FRANCISCO, CA · 7 employees

  $354.7M AUM
• MERION INVESTMENT MANAGEMENT LP

  SEC file number 801-77511 · 2 employees

  $354.5M AUM
• PASKIN & BERLER CAPITAL ADVISORS, LLC

  SEC file number 801-73012 · 4 employees

  $354.4M AUM
• INVESTORS ASSET MANAGEMENT OF GEORGIA INC

  SEC file number 801-37633 · ATLANTA, GA · 9 employees

  $354.2M AUM
• MOSBY LINCOLN LC

  SEC file number 801-43756 · WICHITA, KS · 2 employees

  $353.9M AUM
• S.A.C. CAPITAL ADVISORS, L.P.

  SEC file number 801-74065 · STAMFORD, CT · 10 employees

  $353.9M AUM
• ROSS, SINCLAIRE & ASSOCIATES, LLC

  SEC file number 801-78513 · CINCINNATI, OH · 7 employees

  $353.6M AUM
• GEIER ASSET MANAGEMENT INC

  SEC file number 801-56955 · MARRIOTTSVILLE, MD · 8 employees

  $353.6M AUM
• PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

  SEC file number 801-106555 · VILLANOVA, PA · 4 employees

  $353.3M AUM
• MOMENTUM ADVISORS, LLC

  SEC file number 801-73092 · NEW YORK, NY · 9 employees

  $353.1M AUM
• SEASCAPE CAPITAL MANAGEMENT,LLC

  SEC file number 801-79293 · PORTSMOUTH, NH · 6 employees

  $353.1M AUM
• KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

  SEC file number 801-68950 · ALBANY, GA · 7 employees

  $353M AUM