Form ADV search

13950 results, page 147 of 279.

• PRIVATE WEALTH ADVISORS, LLC

  SEC file number 801-68605 · FRESNO, CA · 6 employees

  $352.8M AUM
• BERINGEA, LLC

  SEC file number 801-74510 · FARMINGTON HILLS, MI · 5 employees

  $352.8M AUM
• LEFAVI WEALTH MANAGEMENT, INC.

  SEC file number 801-73029 · SALT LAKE CITY, UT · 5 employees

  $352.8M AUM
• BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

  SEC file number 801-63584 · BETHESDA, MD · 5 employees

  $352.8M AUM
• ALTUS WEALTH MANAGEMENT, LLC

  SEC file number 801-80301 · FT. MITCHELL, KY · 4 employees

  $352.7M AUM
• ALLGEN FINANCIAL ADVISORS, INC.

  SEC file number 801-80077 · ORLANDO, FL · 17 employees

  $352.4M AUM
• ROYAL BANK OF CANADA INVESTMENT MANAGEMENT(USA) LIMITED

  SEC file number 801-55108 · 18 employees

  $352.2M AUM
• SOWA FINANCIAL GROUP INC

  SEC file number 801-43008 · LINCOLN, RI · 7 employees

  $352.2M AUM
• MONEY MANAGEMENT SERVICES, INC.

  SEC file number 801-42500 · BIRMINGHAM, AL · 11 employees

  $352.1M AUM
• YOSEMITE CAPITAL MANAGEMENT, LLC

  SEC file number 801-62374 · NEWPORT BEACH, CA · 9 employees

  $352.1M AUM
• SKYLINE ASSET MANAGEMENT, L.P.

  SEC file number 801-49603 · CHICAGO, IL · 8 employees

  $352M AUM
• AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR, INC.

  SEC file number 801-72010 · LEAGUE CITY, TX · 26 employees

  $352M AUM
• AIM GROUP INVESTMENT MANAGEMENT US INC.

  SEC file number 801-78239 · ATLANTA, GA · 14 employees

  $351.7M AUM
• ABSOLUTE CAPITAL MANAGEMENT, LLC

  SEC file number 801-61336 · PITTSBURGH, PA · 10 employees

  $351.5M AUM
• ROTHSCHILD CAPITAL PARTNERS, LLC

  SEC file number 801-73843 · NEW YORK, NY · 7 employees

  $351.3M AUM
• CASTLE RIDGE INVESTMENT MANAGEMENT LP

  SEC file number 801-81184 · GREENWICH, CT · 7 employees

  $351.3M AUM
• SILVER OAK ADVISORY GROUP, INC.

  SEC file number 801-39897 · PORTLAND, OR · 8 employees

  $351.2M AUM
• KEYSTONE FINANCIAL PLANNING, INC

  SEC file number 801-30218 · MIDDLEBURG HEIGHTS, OH · 2 employees

  $351.2M AUM
• GYROSCOPE CAPITAL MANAGEMENT GROUP LLC

  SEC file number 801-79925 · NAPLES, FL · 7 employees

  $351M AUM
• FOGEL CAPITAL MANAGEMENT INC

  SEC file number 801-49135 · STUART, FL · 11 employees

  $350.9M AUM
• LUMBARD & KELLNER, LLC

  SEC file number 801-61888 · HOLLIS, NH · 4 employees

  $350.9M AUM
• NEPSIS, INC.

  SEC file number 801-67023 · MINNEAPOLIS, MN · 23 employees

  $350.8M AUM
• MOUNT KELLETT CAPITAL MANAGEMENT LP

  SEC file number 801-73721 · NEW YORK, NY · 1 employees

  $350.7M AUM
• BILTMORE WEALTH MANAGEMENT, LLC

  SEC file number 801-81007 · TEMPE, AZ · 4 employees

  $350.6M AUM
• PECAUT & CO.

  SEC file number 801-49498 · SIOUX CITY, IA · 4 employees

  $350.5M AUM
• ENCOMPASS WEALTH ADVISORS, LLC

  SEC file number 801-79393 · PORTLAND, OR · 5 employees

  $350.4M AUM
• CROWLEY WEALTH MANAGEMENT, INC.

  SEC file number 801-29207 · WILMINGTON, DE · 5 employees

  $350.4M AUM
• CASTLE WEALTH MANAGEMENT LLC

  SEC file number 801-60871 · WEST PALM BEACH, FL · 7 employees

  $350.1M AUM
• LINCOLN CAPITAL CORPORATION

  SEC file number 801-38517 · EAST GREENWICH, RI · 6 employees

  $349.9M AUM
• HERRING CREEK CAPITAL MANAGEMENT, LLC

  SEC file number 801-77911 · STAMFORD, CT · 13 employees

  $349.9M AUM
• WECHTER FELDMAN WEALTH MANAGEMENT, INC.

  SEC file number 801-61057 · PARSIPPANY, NJ · 6 employees

  $349.8M AUM
• KDI CAPITAL PARTNERS, LLC

  SEC file number 801-74248 · RALEIGH, NC · 6 employees

  $349.7M AUM
• LBA WEALTH MANAGEMENT, LLC

  SEC file number 801-70003 · JACKSONVILLE, FL · 6 employees

  $349.7M AUM
• KCS WEALTH ADVISORY, LLC

  SEC file number 801-80615 · LOS ANGELES, CA · 8 employees

  $349.7M AUM
• NAPA VALLEY WEALTH MANAGEMENT, INC.

  SEC file number 801-62343 · ST. HELENA, CA · 5 employees

  $349.6M AUM
• MEMBERS ADVISORY GROUP, LLC

  SEC file number 801-77362 · WILLIAMSVILLE, NY · 6 employees

  $349.3M AUM
• NOVAK FINANCIAL PLANNING LLC

  SEC file number 801-57319 · BEL AIR, MD · 5 employees

  $349.2M AUM
• INCLINE GLOBAL MANAGEMENT, LLC

  SEC file number 801-76692 · NEW YORK, NY · 6 employees

  $349.2M AUM
• BRIAN D. LOWDER, INC.

  SEC file number 801-27745 · SAN DIEGO, CA · 3 employees

  $349.2M AUM
• ELITE CAPITAL MANAGEMENT GROUP, LLC

  SEC file number 801-69929 · 5 employees

  $348.9M AUM
• BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC

  SEC file number 801-69933 · CHICAGO, IL · 11 employees

  $348.9M AUM
• GABLES CAPITAL MANAGEMENT INC

  SEC file number 801-54966 · MIAMI, FL · 6 employees

  $348.9M AUM
• CLIENT 1ST ADVISORY GROUP LLC

  SEC file number 801-78052 · DUNEDIN, FL · 6 employees

  $348.6M AUM
• BIRINYI ASSOCIATES, INC.

  SEC file number 801-37267 · WESTPORT, CT · 3 employees

  $348.6M AUM
• U.S. FINANCIAL ADVISORS, LLC

  SEC file number 801-55953 · BRAINTREE, MA · 12 employees

  $348.6M AUM
• CYPRESS ADVISORS INC.

  SEC file number 801-73213 · NEW YORK, NY · 3 employees

  $348.5M AUM
• ARSENAL VENTURE PARTNERS, INC.

  SEC file number 801-73317 · WINTER PARK, FL · 5 employees

  $348.4M AUM
• REIK & CO., LLC

  SEC file number 801-67284 · 5 employees

  $348.3M AUM
• DLK INVESTMENT ADVISORS, LLC

  SEC file number 801-69825 · SOLANA BEACH, CA · 6 employees

  $348.3M AUM
• THE MUTUAL FUND STORE - INDIANA, LLC

  SEC file number 801-67596 · OVERLAND PARK, KS

  $348.1M AUM