Form ADV search

13950 results, page 164 of 279.

• RAMSEY & ASSOCIATES INC

  SEC file number 801-56341 · SEATTLE, WA · 4 employees

  $263.4M AUM
• VEZZETTI CAPITAL MANAGEMENT, L.L.C.

  SEC file number 801-69183 · LA SALLE, IL · 3 employees

  $263.4M AUM
• FALCON BRIDGE CAPITAL II, LLC

  SEC file number 801-72513 · OAKLAND, CA · 7 employees

  $263.3M AUM
• AEQUITAS WEALTH MANAGEMENT, LLC

  SEC file number 801-70713 · LOS ANGELES, CA · 4 employees

  $263.3M AUM
• HAMRICK INVESTMENT COUNSEL, LLC

  SEC file number 801-79347 · SEATTLE, WA · 2 employees

  $263.3M AUM
• CMG CAPITAL MANAGEMENT GROUP, INC.

  SEC file number 801-43455 · MALVERN, PA · 11 employees

  $263.2M AUM
• PELOTON WEALTH STRATEGISTS, INC.

  SEC file number 801-27200 · INDIANAPOLIS, IN · 5 employees

  $263.1M AUM
• REGENT WEALTH MANAGEMENT GROUP, INC.

  SEC file number 801-60412 · WOODBRIDGE, CT · 4 employees

  $263M AUM
• PERSIMMON CAPITAL MANAGEMENT LP

  SEC file number 801-56210 · BLUE BELL, PA · 4 employees

  $262.8M AUM
• TIEMANN INVESTMENT ADVISORS, LLC

  SEC file number 801-64295 · MENLO PARK, CA · 2 employees

  $262.7M AUM
• GWYNN MANAGEMENT CO

  SEC file number 801-36415 · ATLANTA, GA · 3 employees

  $262.5M AUM
• SOUNDVEST CAPITAL MANAGEMENT LTD.

  SEC file number 801-61995 · 8 employees

  $262.4M AUM
• REDE WEALTH, LLC

  SEC file number 801-80719 · CHARLOTTESVILLE, VA · 4 employees

  $262.3M AUM
• CAPITAL PRESERVATION PARTNERS INC.

  SEC file number 801-69807 · BRONXVILLE, NY · 3 employees

  $262.2M AUM
• PRATT COLLARD ADVISORY PARTNERS, LLC

  SEC file number 801-72839 · BUFFALO, NY · 5 employees

  $262.1M AUM
• REDWOOD WEALTH MANAGEMENT GROUP, LLC

  SEC file number 801-106789 · MEDFORD, NJ · 5 employees

  $262.1M AUM
• LECONTE WEALTH MANAGEMENT, LLC

  SEC file number 801-78438 · MARYVILLE, TN · 10 employees

  $262M AUM
• M.C. BYRD WEALTH MANAGEMENT, LLC

  SEC file number 801-80970 · BELLVILLE, TX · 6 employees

  $261.9M AUM
• FIRST WESTERN ADVISORS

  SEC file number 801-58158 · HOLLADAY, UT · 20 employees

  $261.9M AUM
• OSTROFE FINANCIAL CONSULTANTS INC

  SEC file number 801-34048 · GRASS VALLEY, CA · 10 employees

  $261.7M AUM
• USCF ADVISERS LLC

  SEC file number 801-79985 · WALNUT CREEK, CA · 13 employees

  $261.6M AUM
• KYLE COMPANY

  SEC file number 801-60859 · MILWAUKEE, WI · 4 employees

  $261.5M AUM
• TAYLOR SECURITIES, INC.

  SEC file number 801-44465 · BRENTWOOD, TN · 7 employees

  $261.5M AUM
• PILOTAGE WEALTH MANAGEMENT AG

  SEC file number 801-71351 · 5 employees

  $261.3M AUM
• THRAX MANAGEMENT, LLC

  SEC file number 801-80735 · NEW YORK, NY · 4 employees

  $261.3M AUM
• AXYS CAPITAL LLC

  SEC file number 801-78612 · AUSTIN, TX · 4 employees

  $261.2M AUM
• KEYSTONE ASSET MANAGEMENT, INC.

  SEC file number 801-62685 · MCLEAN, VA · 5 employees

  $261M AUM
• ACON INVESTMENTS MANAGEMENT, LLC

  SEC file number 801-74421 · WASHINGTON, DC · 20 employees

  $261M AUM
• MALAGA COVE CAPITAL, LLC

  SEC file number 801-69102 · PALOS VERDES ESTATES, CA · 4 employees

  $260.6M AUM
• PARSOW MANAGEMENT LLC

  SEC file number 801-73175 · 1 employees

  $260.6M AUM
• GKV CAPITAL MANAGEMENT CO INC

  SEC file number 801-11341 · WALNUT CREEK, CA · 4 employees

  $260.5M AUM
• CALDER INVESTMENT ADVISORS

  SEC file number 801-67907 · ADA, MI · 6 employees

  $260.5M AUM
• CARSWELL INVESTMENTS, LLC

  SEC file number 801-72455 · EAST SYRACUSE, NY · 2 employees

  $260.4M AUM
• PRICE ASSET MANAGEMENT, INC.

  SEC file number 801-77076 · CHICAGO, IL · 9 employees

  $260.3M AUM
• THE DAVID J. YVARS, GROUP, INC

  SEC file number 801-63040 · 5 employees

  $260.3M AUM
• VALLEY WEALTH, INC.

  SEC file number 801-68866 · MODESTO, CA

  $260M AUM
• TURN8 PRIVATE WEALTH INC.

  SEC file number 801-78315 · 6 employees

  $259.7M AUM
• CHICAGO WEALTH MANAGEMENT, INC.

  SEC file number 801-66548 · CHICAGO, IL · 5 employees

  $259.6M AUM
• HARLAN G STOREY, INC

  SEC file number 801-70327 · NORTH CANTON, OH · 9 employees

  $259.5M AUM
• CANNON BEACH CONSULTANTS INC

  SEC file number 801-66973 · SAN RAMON, CA · 2 employees

  $259.5M AUM
• TATE WEALTH MANAGEMENT

  SEC file number 801-63712 · SACRAMENTO, CA · 4 employees

  $259.4M AUM
• PATHWAYS ADVISORY GROUP, INC.

  SEC file number 801-67921 · FRESNO, CA · 10 employees

  $258.4M AUM
• KAVI ASSET MANAGEMENT, LP

  SEC file number 801-80933 · NEW YORK, NY · 6 employees

  $258.4M AUM
• HORIZON INVESTMENT SERVICES, LLC.

  SEC file number 801-63047 · HAMMOND, IN · 14 employees

  $258.3M AUM
• FOREST HILL CAPITAL, LLC

  SEC file number 801-62567 · LITTLE ROCK, AR · 4 employees

  $258.2M AUM
• WINANS INTERNATIONAL

  SEC file number 801-43327 · LAS VEGAS, NV · 5 employees

  $258.2M AUM
• BOLTON LP

  SEC file number 801-78392 · GREENWICH, CT · 13 employees

  $258.2M AUM
• BROCKWAY MORAN & PARTNERS, INC.

  SEC file number 801-73632 · BOCA RATON, FL · 7 employees

  $258.2M AUM
• DANIEL DEVINE & COMPANY

  SEC file number 801-63207 · DELRAY BEACH, FL · 2 employees

  $258.1M AUM
• CAMBRIDGE FINANCIAL GROUP, INC.

  SEC file number 801-26539 · COLUMBUS, OH · 6 employees

  $258.1M AUM