Form ADV search

13950 results, page 148 of 279.

• CYPRESS ASSET MANAGEMENT INC

  SEC file number 801-51814 · HOUSTON, TX · 5 employees

  $348.1M AUM
• ALPHA CAPITAL MANAGEMENT, LLC

  SEC file number 801-67035 · ATLANTA, GA · 2 employees

  $348M AUM
• GARMARK ADVISORS II L.L.C.

  SEC file number 801-73649 · STAMFORD, CT · 6 employees

  $348M AUM
• CRESTWOOD CAPITAL MANAGEMENT, L.P.

  SEC file number 801-73190 · NEW YORK, NY · 4 employees

  $348M AUM
• PARADIGM WEALTH MANAGEMENT, LLC

  SEC file number 801-69719 · WESTLAKE, OH · 7 employees

  $347.9M AUM
• INVESTMENT ADVISORY PROFESSIONALS LLC

  SEC file number 801-56858 · BOCA RATON, FL · 3 employees

  $347.9M AUM
• IMPULSORA DEL FONDO MEXICO, SC

  SEC file number 801-16064 · 5 employees

  $347.8M AUM
• ELIZABETH PARK CAPITAL ADVISORS, LTD

  SEC file number 801-79370 · PEPPER PIKE, OH · 9 employees

  $347.6M AUM
• REZNY WEALTH MANAGEMENT, INC.

  SEC file number 801-79468 · FORT MYERS, FL · 6 employees

  $347.5M AUM
• TAYLOR WEALTH MANAGEMENT PARTNERS LLC

  SEC file number 801-79185 · BOSTON, MA · 5 employees

  $347.3M AUM
• HOLCOMBE FINANCIAL, INC.

  SEC file number 801-67308 · ATLANTA, GA · 6 employees

  $347.1M AUM
• GLOBALBRIDGE ADVISORS, INC.

  SEC file number 801-60180 · MINNEAPOLIS, MN · 6 employees

  $347M AUM
• CORNERCAP INVESTMENT COUNSEL INC

  SEC file number 801-36918 · ATLANTA, GA · 4 employees

  $347M AUM
• HAVERFORD FINANCIAL SERVICES, INC.

  SEC file number 801-62759 · RADNOR, PA · 45 employees

  $346.9M AUM
• CAPITALA INVESTMENT ADVISORS, LLC

  SEC file number 801-77467 · CHARLOTTE, NC · 22 employees

  $346.6M AUM
• GF CAPITAL ASSET ADVISORS, LLC

  SEC file number 801-73292 · NEW YORK, NY · 9 employees

  $346.5M AUM
• GREERWALKER WEALTH LLC

  SEC file number 801-61246 · CHARLOTTE, NC · 7 employees

  $346.5M AUM
• JONATHAN D. POND, LLC

  SEC file number 801-66229 · NEWTON, MA · 3 employees

  $346.4M AUM
• BALDWIN & CLARKE ADVISORY SERVICES LLC

  SEC file number 801-25587 · BEDFORD, NH · 9 employees

  $346.4M AUM
• TOWNSEND ASSET MANAGEMENT CORP.

  SEC file number 801-18013 · RALEIGH, NC · 10 employees

  $346.3M AUM
• NEWTON ONE INVESTMENTS LLC

  SEC file number 801-69525 · NEWARK, DE · 6 employees

  $346.3M AUM
• WEALTH ADVISORS OF TAMPA BAY LLC

  SEC file number 801-74575 · TAMPA, FL · 7 employees

  $346.1M AUM
• BEATON MANAGEMENT CO INC

  SEC file number 801-22549 · HAVERHILL, MA · 2 employees

  $346M AUM
• SWBC INVESTMENT COMPANY

  SEC file number 801-68054 · SAN ANTONIO, TX · 35 employees

  $345.8M AUM
• WEBSTERROGERS FINANCIAL ADVISORS, LLC

  SEC file number 801-61500 · FLORENCE, SC · 10 employees

  $345.8M AUM
• MONARCH PARTNERS ASSET MANAGEMENT LLC

  SEC file number 801-71007 · BOSTON, MA · 7 employees

  $345.5M AUM
• MARK J SNYDER FINANCIAL SERVICES INC

  SEC file number 801-38888 · MEDFORD, NY · 10 employees

  $345.5M AUM
• COLUMBUS INVESTMENT ADVISORY INC.

  SEC file number 801-51052 · NEW ALBANY, OH · 8 employees

  $345.5M AUM
• COWEN PRIME ADVISORS LLC

  SEC file number 801-72184 · NEW YORK, NY · 4 employees

  $345.4M AUM
• SOUNDVIEW ADVISORS, INC.

  SEC file number 801-68960 · OLYMPIA, WA · 11 employees

  $345.1M AUM
• SAPERE WEALTH MANAGEMENT, LLC

  SEC file number 801-61056 · MATTHEWS, NC · 7 employees

  $345.1M AUM
• FALCON MANAGEMENT CORPORATION

  SEC file number 801-73959 · WYCKOFF, NJ

  $345M AUM
• TRAUST SOLLUS WEALTH MANAGEMENT, LLC

  SEC file number 801-57069 · PRINCETON, NJ · 24 employees

  $344.4M AUM
• SYMPHONY FINANCIAL SERVICES, INC.

  SEC file number 801-63300 · AKRON, OH · 11 employees

  $344.3M AUM
• B&L ASSET MANAGEMENT LLC

  SEC file number 801-54171 · BOSTON, MA · 3 employees

  $344.3M AUM
• BERNICKE WEALTH MANAGEMENT, LTD.

  SEC file number 801-77179 · ALTOONA, WI · 17 employees

  $344.1M AUM
• ASC TRUST CORPORATION

  SEC file number 801-64853

  $344M AUM
• LOCUST CAPITAL MANAGEMENT LLC

  SEC file number 801-71513 · PHILADELPHIA, PA · 12 employees

  $344M AUM
• MAINSAIL ASSET MANAGEMENT, LLC

  SEC file number 801-67485 · BIRMINGHAM, AL · 6 employees

  $343.9M AUM
• GILDER OFFICE FOR GROWTH, LLC

  SEC file number 801-74432 · DURHAM, NC

  $343.9M AUM
• WHITCOMB & HESS, INC.

  SEC file number 801-78798 · ASHLAND, OH · 28 employees

  $343.8M AUM
• BANKOH INVESTMENT SERVICES, INC.

  SEC file number 801-105480 · HONOLULU, HI · 37 employees

  $343.7M AUM
• TEALWOOD ASSET MANAGEMENT INC

  SEC file number 801-29095 · MINNEAPOLIS, MN · 7 employees

  $343.6M AUM
• LESJAK PLANNING, LLC

  SEC file number 801-15662 · WESTLAKE, OH · 7 employees

  $343.4M AUM
• KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP

  SEC file number 801-67464 · APPLETON, WI · 6 employees

  $343.3M AUM
• WAKEFIELD ASSET MANAGEMENT, LLLP

  SEC file number 801-68152 · ENGLEWOOD, CO · 11 employees

  $343.1M AUM
• HOLISTIC FINANCIAL PARTNERS, LLC

  SEC file number 801-79580 · INDIANAPOLIS, IN · 6 employees

  $343M AUM
• CHANEY CAPITAL MANAGEMENT INC.

  SEC file number 801-67807 · LYNNWOOD, WA · 6 employees

  $343M AUM
• CARMICHAEL HILL & ASSOCIATES INC

  SEC file number 801-34173 · GAITHERSBURG, MD · 5 employees

  $342.9M AUM
• NETPLUS CAPITAL LLC

  SEC file number 801-71268 · NEW YORK, NY · 6 employees

  $342.8M AUM