Form ADV search

13950 results, page 149 of 279.

• STERLING GROUP WEALTH MANAGEMENT, LLC

  SEC file number 801-77006 · PASADENA, CA · 7 employees

  $342.7M AUM
• LOGEN ASSET MANAGEMENT LP

  SEC file number 801-100370 · NEW YORK, NY · 9 employees

  $342.7M AUM
• HALL CAPITAL MANAGEMENT COMPANY, INC.

  SEC file number 801-54286 · BARRINGTON, RI · 8 employees

  $342.7M AUM
• HEALTH EVOLUTION MANAGEMENT CO., LLC

  SEC file number 801-74038 · SAN FRANCISCO, CA · 5 employees

  $342.6M AUM
• GEORGINA ASSET MANAGEMENT LLC

  SEC file number 801-57689 · SANTA MONICA, CA · 3 employees

  $342.5M AUM
• M.D. SASS ASSOCIATES INC.

  SEC file number 801-8670 · NEW YORK, NY · 20 employees

  $342.5M AUM
• NOVA FINANCIAL LLC

  SEC file number 801-79612 · TUCSON, AZ · 7 employees

  $342.5M AUM
• HAZARD & SIEGEL ADVISORY SERVICES LLC

  SEC file number 801-70690 · DEWITT, NY · 26 employees

  $342.5M AUM
• FAIRBANKS CAPITAL MANAGEMENT, INC.

  SEC file number 801-50869 · RANCHO SANTA FE, CA · 8 employees

  $342.3M AUM
• SANCHEZ WEALTH MANAGEMENT GROUP, LLC

  SEC file number 801-78772 · JACKSONVILLE, FL · 2 employees

  $342.2M AUM
• MARYLAND CAPITAL ADVISORS, INC.

  SEC file number 801-68593 · CHESTER, MD · 6 employees

  $342.1M AUM
• LEJEUNE PUETZ INVESTMENT COUNSEL, LLC

  SEC file number 801-54913 · TRAVERSE CITY, MI · 1 employees

  $342M AUM
• NEWPORT WEALTH STRATEGIES, INC.

  SEC file number 801-72831 · IRVINE, CA · 5 employees

  $342M AUM
• CASCADE INVESTMENT GROUP, INC.

  SEC file number 801-53819 · COLORADO SPRINGS, CO · 7 employees

  $341.9M AUM
• TEXAN CAPITAL MANAGEMENT, INC.

  SEC file number 801-63372 · HOUSTON, TX · 4 employees

  $341.8M AUM
• GUINNESS ATKINSON ASSET MANAGEMENT, INC.

  SEC file number 801-61667 · PASADENA, CA · 24 employees

  $341.6M AUM
• PALO CAPITAL, INC.

  SEC file number 801-69026 · NEWPORT BEACH, CA · 7 employees

  $341.4M AUM
• AEGIS FINANCIAL CORPORATION

  SEC file number 801-46901 · MCLEAN, VA · 5 employees

  $341.4M AUM
• COOPER LAPMAN FINANCIAL, LLC

  SEC file number 801-79674 · BOSTON, MA · 4 employees

  $341.4M AUM
• FINANCIAL ASSET MANAGEMENT CORP

  SEC file number 801-27858 · CHAPPAQUA, NY · 3 employees

  $341.3M AUM
• ALPHA OMEGA GROUP, INC.

  SEC file number 801-77736 · RESTON, VA · 12 employees

  $341.3M AUM
• CONCORDE FINANCIAL CORPORATION

  SEC file number 801-16625 · DALLAS, TX · 5 employees

  $341.2M AUM
• BLAKENEY LLP

  SEC file number 801-73181 · 13 employees

  $341M AUM
• RETIREMENT STRATEGIES, INC.

  SEC file number 801-64010 · JACKSONVILLE, FL · 10 employees

  $340.9M AUM
• LATITUDE ADVISORS, LLC

  SEC file number 801-70420 · 74 employees

  $340.4M AUM
• CALYPSO CAPITAL MANAGEMENT, LP

  SEC file number 801-65212 · NEW YORK, NY

  $340.1M AUM
• BERNARDI ASSET MANAGEMENT, LLC

  SEC file number 801-68608 · NORTHFIELD, IL · 21 employees

  $339.9M AUM
• PROFESSIONAL FINANCIAL ADVISORS INC

  SEC file number 801-38963 · RADNOR, PA · 14 employees

  $339.9M AUM
• BERNARD CAROLI WEALTH MANAGEMENT INC.

  SEC file number 801-89173 · RUMSON, NJ · 6 employees

  $339.9M AUM
• DELESSERT FINANCIAL SERVICES INC

  SEC file number 801-46245 · WALTHAM, MA

  $339.8M AUM
• KV SERVICES LIMITED

  SEC file number 801-62394 · 12 employees

  $339.7M AUM
• DW ADVISORS LLC

  SEC file number 801-78657 · CORONA DEL MAR, CA · 16 employees

  $339.5M AUM
• CONDUIT CAPITAL PARTNERS, LLC

  SEC file number 801-73939 · NEW YORK, NY

  $339.4M AUM
• WEALTH MANAGEMENT RESOURCES, INC.

  SEC file number 801-57281 · SMITHFIELD, RI · 10 employees

  $339.3M AUM
• TIMONIER FAMILY OFFICE, LTD.

  SEC file number 801-70341 · WINSTON SALEM, NC · 7 employees

  $339M AUM
• CAIRN CAPITAL NORTH AMERICA INC.

  SEC file number 801-77548 · STAMFORD, CT · 4 employees

  $339M AUM
• CARPENTER FUND MANAGER GP, LLC

  SEC file number 801-68765 · IRVINE, CA · 7 employees

  $338.9M AUM
• BUSEY CAPITAL MANAGEMENT, INC.

  SEC file number 801-62359 · URBANA, IL · 18 employees

  $338.8M AUM
• THE CAPITAL CHART ROOM, LTD

  SEC file number 801-60779 · FORT WORTH, TX · 7 employees

  $338.7M AUM
• THE GLOWACKI GROUP, LLC

  SEC file number 801-56353 · LOS ANGELES, CA · 10 employees

  $338.6M AUM
• HARRINGTON INVESTMENTS, INCORPORATED

  SEC file number 801-17932 · NAPA, CA · 5 employees

  $338.2M AUM
• G&S CAPITAL LLC

  SEC file number 801-79801 · DENVER, CO · 8 employees

  $338M AUM
• CONTINENTAL ADVISORS LLC

  SEC file number 801-58243 · CHICAGO, IL · 7 employees

  $338M AUM
• T2 ADVISERS, LLC

  SEC file number 801-64377 · GREENWICH, CT

  $338M AUM
• OAKUM BAY CAPITAL, LLC

  SEC file number 801-77379 · NEW YORK, NY · 7 employees

  $337.9M AUM
• CASCADE FINANCIAL MANAGEMENT, INC.

  SEC file number 801-64346 · DENVER, CO · 18 employees

  $337.2M AUM
• ALLARD PARTNERS LIMITED

  SEC file number 801-66071 · 8 employees

  $337.2M AUM
• MANNERS PAUL & ASSOCIATES, INC.

  SEC file number 801-14470 · ATLANTA, GA · 3 employees

  $337.2M AUM
• BARD ASSOCIATES INC

  SEC file number 801-28820 · CHICAGO, IL · 9 employees

  $337.1M AUM
• RIVERPARK CAPITAL MANAGEMENT LLC

  SEC file number 801-70410 · NEW YORK, NY · 16 employees

  $337M AUM