Form ADV search

13950 results, page 153 of 279.

• TRUMAN CAPITAL ADVISORS, LP

  SEC file number 801-73957 · ARMONK, NY · 17 employees

  $319.1M AUM
• HILLCREST WEALTH ADVISORS - NY, LLC

  SEC file number 801-71316 · HAZLET, NJ · 3 employees

  $319M AUM
• LBJ FAMILY WEALTH ADVISORS, LTD.

  SEC file number 801-64374 · AUSTIN, TX · 2 employees

  $318.6M AUM
• BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

  SEC file number 801-68856 · ERIE, PA · 2 employees

  $318.5M AUM
• JETSTREAM CAPITAL LLC

  SEC file number 801-63849 · BRENTWOOD, TN

  $318M AUM
• SOUTH LAKEVIEW, LLC

  SEC file number 801-72281 · 1 employees

  $318M AUM
• ROANOKE ASSET MANAGEMENT CORP

  SEC file number 801-13857 · JERSEY CITY, NJ · 4 employees

  $317.9M AUM
• PENNANT MANAGEMENT INC

  SEC file number 801-49007 · MILWAUKEE, WI · 10 employees

  $317.8M AUM
• MISSION VALUE PARTNERS, LLC

  SEC file number 801-71375 · NASHVILLE, TN · 4 employees

  $317.6M AUM
• SAGEBROADVIEW WEALTH MANAGEMENT, LLC

  SEC file number 801-100506 · FARMINGTON, CT · 5 employees

  $317.6M AUM
• AUOUR INVESTMENTS LLC

  SEC file number 801-80544 · WOBURN, MA · 7 employees

  $317M AUM
• KUNATH KARREN RINNE & ATKIN LLC

  SEC file number 801-18935 · SEATTLE, WA · 6 employees

  $316.8M AUM
• TRAXIS PARTNERS LP

  SEC file number 801-62070 · GREENWICH, CT · 10 employees

  $316.6M AUM
• JANUS CAPITAL SINGAPORE PTE. LIMITED

  SEC file number 801-72309 · 10 employees

  $316.6M AUM
• LEGACY CG LLC

  SEC file number 801-57457 · PLANO, TX · 5 employees

  $316.6M AUM
• TRIANGLE PEAK PARTNERS, LP

  SEC file number 801-69591 · PALO ALTO, CA · 7 employees

  $316.6M AUM
• NAVIGOE, LLC

  SEC file number 801-78471 · REDONDO BEACH, CA · 3 employees

  $316.6M AUM
• KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

  SEC file number 801-80151 · DAYTONA BEACH, FL · 10 employees

  $316.5M AUM
• NEW AMSTERDAM PARTNERS LLC

  SEC file number 801-26535 · NEW YORK, NY · 10 employees

  $316.2M AUM
• INTREPID FINANCIAL PLANNING GROUP, LLC

  SEC file number 801-61020 · CARMEL, IN · 2 employees

  $316.1M AUM
• WEBB ADVISORS INCORPORATED

  SEC file number 801-39985 · BLOOMINGTON, MN · 7 employees

  $316M AUM
• PHILOSMITH CAPITAL CORPORATION

  SEC file number 801-76154 · STAMFORD, CT · 10 employees

  $315.9M AUM
• PARADIGM FUNDS ADVISOR LLC

  SEC file number 801-64574 · ALBANY, NY · 13 employees

  $315.9M AUM
• SNIDER RETIREMENT STRATEGIES, INC.

  SEC file number 801-69025 · BELLEVUE, WA · 10 employees

  $315.8M AUM
• MPWM ADVISORY SOLUTIONS LLC

  SEC file number 801-78961 · ALPHARETTA, GA · 19 employees

  $315.7M AUM
• HAROLD DAVIDSON & ASSOCIATES INC

  SEC file number 801-9752 · LOS ANGELES, CA · 7 employees

  $315.6M AUM
• CUTLER CAPITAL MANAGEMENT LLC

  SEC file number 801-57382 · WORCESTER, MA · 9 employees

  $315.6M AUM
• JONES BARCLAY BOSTON & COMPANY

  SEC file number 801-46608 · DENVER, CO · 9 employees

  $315.4M AUM
• LIFESTEPS FINANCIAL, INC.

  SEC file number 801-71544 · CLAREMONT, CA · 6 employees

  $315.4M AUM
• THE KARRAS COMPANY, INC.

  SEC file number 801-55317 · ROY, UT · 7 employees

  $315.2M AUM
• LIVE YOUR VISION, LLC

  SEC file number 801-70498 · WEST CONSHOHOCKEN, PA · 10 employees

  $315M AUM
• GALLATIN ADVISERS LLC

  SEC file number 801-72169 · NEW YORK, NY

  $315M AUM
• NOKOTA MANAGEMENT, LP

  SEC file number 801-73120 · NEW YORK, NY · 1 employees

  $314.7M AUM
• TJT CAPITAL GROUP, LLC

  SEC file number 801-70286 · STAMFORD, CT · 4 employees

  $314.7M AUM
• GAGE WILEY GROUP INC

  SEC file number 801-45616 · NORTHAMPTON, MA · 12 employees

  $314.5M AUM
• GARRISON ASSET MANAGEMENT, LLC

  SEC file number 801-32442 · FAYETTEVILLE, AR · 4 employees

  $314.2M AUM
• ELEVATE WEALTH ADVISORY, INC.

  SEC file number 801-77776 · ATHENS, GA · 11 employees

  $314.1M AUM
• INSIGHT 2811 INC

  SEC file number 801-54428 · CHICAGO, IL · 9 employees

  $313.8M AUM
• DEANS KNIGHT CAPITAL MANAGEMENT LTD.

  SEC file number 801-69980 · 11 employees

  $313.7M AUM
• SL ADVISORS, LLC

  SEC file number 801-80396 · 4 employees

  $313.7M AUM
• TAYLOR FINANCIAL GROUP, INC.

  SEC file number 801-61747 · ROANOKE, VA · 5 employees

  $313.3M AUM
• AETNA ASSET ADVISORS, LLC

  SEC file number 801-73710 · HARTFORD, CT · 29 employees

  $313.2M AUM
• AMERICAN INFRASTRUCTURE FUNDS, LLC

  SEC file number 801-74025 · FOSTER CITY, CA · 10 employees

  $313.2M AUM
• BEECH HILL ADVISORS, INC

  SEC file number 801-31503 · NEW YORK, NY · 8 employees

  $313.1M AUM
• J.H. WHITNEY INVESTMENT MANAGEMENT, LLC

  SEC file number 801-65465 · NEW YORK, NY

  $312.9M AUM
• OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

  SEC file number 801-78523 · ROCKVILLE, MD · 8 employees

  $312.8M AUM
• GREYSTONE WEALTH ADVISORS LLC

  SEC file number 801-61920 · RYE BROOK, NY · 4 employees

  $312.7M AUM
• WEALTH MANAGEMENT GROUP, LLC

  SEC file number 801-64413 · DOVER, DE · 6 employees

  $312.6M AUM
• THE MARTIN WORLEY GROUP

  SEC file number 801-79164 · COTTONWOOD HEIGHTS, UT · 5 employees

  $312.5M AUM
• JJP CAPITAL MANAGEMENT, INC.

  SEC file number 801-20567 · COLUMBIA, MO · 2 employees

  $312.5M AUM