Form ADV search

13950 results, page 163 of 279.

• IRVING MAGEE INVESTMENT MANAGEMENT, LLC

  SEC file number 801-71896 · CONSHOHOCKEN, PA · 2 employees

  $269.1M AUM
• MUNICIPAL PORTFOLIO MANAGERS, INC.

  SEC file number 801-61130 · ATLANTA, GA · 4 employees

  $269M AUM
• ACCESS FINANCIAL GROUP, INC.

  SEC file number 801-48092 · CHICAGO, IL · 6 employees

  $269M AUM
• ALLSQUARE WEALTH MANAGEMENT, LLC

  SEC file number 801-71675 · ALBANY, NY · 5 employees

  $269M AUM
• GEBHARDT GROUP, INC

  SEC file number 801-80379 · LAFAYETTE, CA · 7 employees

  $268.9M AUM
• DUPREE FINANCIAL GROUP, LLC

  SEC file number 801-71497 · LEXINGTON, KY · 5 employees

  $268.9M AUM
• BIRCH RUN CAPITAL ADVISORS, LP

  SEC file number 801-72954 · NEW YORK, NY · 2 employees

  $268.8M AUM
• VESTURA, LLC

  SEC file number 801-80496 · HOBART, WI · 4 employees

  $268.8M AUM
• MANOR ROAD CAPITAL PARTNERS, LLC

  SEC file number 801-78260 · NEW YORK, NY · 4 employees

  $268.7M AUM
• FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC

  SEC file number 801-64611 · NEW YORK, NY · 4 employees

  $268.7M AUM
• USA FINANCIAL SECURITIES LLC

  SEC file number 801-68276 · ADA, MI · 166 employees

  $268.7M AUM
• GINSBURG FINANCIAL ADVISORS, INC.

  SEC file number 801-68289 · OAKLAND, CA · 7 employees

  $268.6M AUM
• LIZARD INVESTORS LLC

  SEC file number 801-69277 · CHICAGO, IL · 3 employees

  $268M AUM
• ELLIOTT COVE CAPITAL MANAGEMENT LLC

  SEC file number 801-63436 · SEATTLE, WA · 10 employees

  $267.9M AUM
• MAIN STREET FINANCIAL MANAGEMENT LLC

  SEC file number 801-77405 · CHICAGO, IL · 1 employees

  $267.9M AUM
• BOUVEL INVESTMENT PARTNERS, LLC

  SEC file number 801-79817 · PHOENIXVILLE, PA · 4 employees

  $267.9M AUM
• MMF CAPITAL MANAGEMENT V LLC

  SEC file number 801-77464 · CHICAGO, IL · 9 employees

  $267.9M AUM
• WASSERMAN WEALTH MANAGEMENT, LLC

  SEC file number 801-66931 · FARMINGTON HILLS, MI · 5 employees

  $267.4M AUM
• 1801 ADMIN, LLC

  SEC file number 801-73119 · PHILADELPHIA, PA · 4 employees

  $267.4M AUM
• LUBITZ LINDA S CFP PA

  SEC file number 801-56677 · CORAL CABLES, FL · 7 employees

  $267.3M AUM
• ATHENA INVESTMENT MANAGEMENT

  SEC file number 801-13100 · 6 employees

  $267.2M AUM
• PRINCETON CAPITAL MANAGEMENT LLC

  SEC file number 801-60470 · RED BANK, NJ · 5 employees

  $267M AUM
• BLACK MAPLE CAPITAL MANAGEMENT LP

  SEC file number 801-78645 · MILWAUKEE, WI · 9 employees

  $266.5M AUM
• PRIVATE WEALTH GROUP, LLC

  SEC file number 801-67745 · TAMPA, FL · 3 employees

  $266.5M AUM
• ROWLAND CARMICHAEL ADVISORS INC

  SEC file number 801-31188 · SCOTTSDALE, AZ · 7 employees

  $266.4M AUM
• W.P. STEWART ASSET MANAGEMENT LTD.

  SEC file number 801-61428 · NASHVILLE, TN

  $266M AUM
• YELLOWBRICKROAD FINANCIAL ADVISORS, LLC

  SEC file number 801-72467 · CORTE MADERA, CA · 8 employees

  $265.9M AUM
• WISCONSIN CAPITAL MANAGEMENT, LLC

  SEC file number 801-53829 · MADISON, WI · 4 employees

  $265.9M AUM
• HERONETTA MANAGEMENT, L.P.

  SEC file number 801-73652 · NEW YORK, NY · 5 employees

  $265.8M AUM
• SCHUCHARD CAPITAL MANAGEMENT INC

  SEC file number 801-32441 · 2 employees

  $265.8M AUM
• FIRST FINANCIAL ADVISORS INC

  SEC file number 801-32812 · MUSKEGON, MI · 5 employees

  $265.6M AUM
• CLARK DODGE ASSET MANAGEMENT LLC

  SEC file number 801-71782 · WHITE PLAINS, NY · 1 employees

  $265.6M AUM
• ALHAMBRA INVESTMENT MANAGEMENT LLC

  SEC file number 801-66624 · PALMETTO BAY, FL · 6 employees

  $265.5M AUM
• RETIREMENT CAPITAL STRATEGIES, INC.

  SEC file number 801-70918 · SAN JOSE, CA · 6 employees

  $265.2M AUM
• HOUSTON ENERGY ADVISORS, LLC

  SEC file number 801-73898 · HOUSTON, TX · 3 employees

  $265M AUM
• CAI MANAGERS & CO., L.P.

  SEC file number 801-76447 · BROOKLYN, NY · 5 employees

  $265M AUM
• NANTUCKET MULTI MANAGERS, LLC

  SEC file number 801-62592 · BLOOMFIELD HILLS, MI · 5 employees

  $264.9M AUM
• HAWKEYE PARTNERS, LP

  SEC file number 801-64764 · AUSTIN, TX · 11 employees

  $264.9M AUM
• ARCADIA INVESTMENT ADVISORS, LLC

  SEC file number 801-56607 · EAGLE, ID · 6 employees

  $264.9M AUM
• TORCH WEALTH MANAGEMENT LLC

  SEC file number 801-78474 · CINCINNATI, OH · 4 employees

  $264.8M AUM
• MISSIONPOINT PARTNERS LLC

  SEC file number 801-80579 · 6 employees

  $264.7M AUM
• A.R.T. ADVISORS, LLC

  SEC file number 801-73872 · NEW YORK, NY · 28 employees

  $264.5M AUM
• ONEAMERICA SECURITIES, INC.

  SEC file number 801-56819 · INDIANAPOLIS, IN · 353 employees

  $264.4M AUM
• FOUNTAINHEAD FINANCIAL, LLC

  SEC file number 801-70385 · CHICAGO, IL · 3 employees

  $264.3M AUM
• INTRACK INVESTMENT MANAGEMENT, INC.

  SEC file number 801-79488 · SOUTH BURLINGTON, VT · 5 employees

  $264.2M AUM
• UBS EUCALYPTUS MANAGEMENT, L.L.C.

  SEC file number 801-56852 · NEW YORK, NY

  $264.2M AUM
• WEALTH CREATION MANAGEMENT & TRANSFER, LLC

  SEC file number 801-80698 · CHERRY HILL, NJ · 6 employees

  $264.1M AUM
• THE STOLPER COMPANY L.L.C.

  SEC file number 801-79338 · TULSA, OK · 2 employees

  $264.1M AUM
• MENDEL MONEY MANAGEMENT INC

  SEC file number 801-34323 · NORTHBROOK, IL · 6 employees

  $264M AUM
• GUERIN FINANCIAL SERVICES,LTD.

  SEC file number 801-17662 · DENVER, CO · 6 employees

  $263.6M AUM