Form ADV search

13950 results, page 165 of 279.

• SOPHOS CAPITAL MANAGEMENT, L.P.

  SEC file number 801-79111 · MENLO PARK, CA · 8 employees

  $258M AUM
• CPFA, LLC

  SEC file number 801-61885 · GREENWOOD VILLAGE, CO · 8 employees

  $257.7M AUM
• BANKER INVESTMENT GROUP INC

  SEC file number 801-79396 · WEST LAFAYETTE, IN · 4 employees

  $257.6M AUM
• MOLONEY SECURITIES CO., INC.

  SEC file number 801-64722 · MANCHESTER, MO · 58 employees

  $257.6M AUM
• OPTIMUM FINANCIAL SERVICES, LLC

  SEC file number 801-38310 · JACKSON, MS · 4 employees

  $257.5M AUM
• LEGACY FINANCIAL ADVISORS CORPORATION

  SEC file number 801-62026 · BLOOMINGTON, MN · 6 employees

  $257.2M AUM
• SCHULHOFF & CO INC

  SEC file number 801-11987 · CINCINNATI, OH · 4 employees

  $257.2M AUM
• GFO ADVISORY SERVICES, LLC

  SEC file number 801-56752 · GREENWICH, CT · 11 employees

  $257M AUM
• SIRIUS PARTNERS, L.P.

  SEC file number 801-74349 · CHICAGO, IL · 6 employees

  $256.9M AUM
• TRINITY WEALTH ADVISORS, L.L.C.

  SEC file number 801-55428 · ST. LOUIS, MO · 7 employees

  $256.6M AUM
• DENALI WEALTH MANAGEMENT, INC.

  SEC file number 801-71260 · MEQUON, WI · 6 employees

  $256.5M AUM
• GLOBAL INVESTMENT ADVISER LC

  SEC file number 801-47774 · NORTH PALM BEACH, FL · 2 employees

  $256.5M AUM
• PEACHTREE WEALTH MANAGEMENT, LLC

  SEC file number 801-63235 · ATLANTA, GA · 5 employees

  $256.3M AUM
• NOGALES INVESTORS MANAGEMENT, LLC

  SEC file number 801-74225 · LOS ANGELES, CA · 5 employees

  $256.2M AUM
• PENINSULA ASSET MANAGEMENT INC

  SEC file number 801-17065 · BRADENTON, FL · 3 employees

  $256.1M AUM
• POST RESCH TALLON GROUP, INC.

  SEC file number 801-73147 · PITTSFORD, NY · 5 employees

  $255.9M AUM
• FIRST OHIO PLANNING, LLC

  SEC file number 801-77963 · COLUMBUS, OH · 6 employees

  $255.9M AUM
• AHC ADVISORS, INC.

  SEC file number 801-62202 · ST. CHARLES, IL · 3 employees

  $255.9M AUM
• LANE AND ASSOCIATES LLC

  SEC file number 801-78408 · MOORESTOWN, NJ · 7 employees

  $255.9M AUM
• HIGHER MOMENT CAPITAL LLC

  SEC file number 801-78296 · BOSTON, MA · 7 employees

  $255.9M AUM
• MERCANTILE ADVISORS, L.L.P.

  SEC file number 801-61748 · FORT WORTH, TX

  $255.7M AUM
• UNIWEALTH ADVISORS, INC.

  SEC file number 801-66275 · 1 employees

  $255.7M AUM
• HUDSON ADVISOR SERVICES, INC.

  SEC file number 801-54763 · BUFFALO, NY · 5 employees

  $255.7M AUM
• ARCADIA WEALTH MANAGEMENT, INC.

  SEC file number 801-77175 · SMITHTOWN, NY · 6 employees

  $255.6M AUM
• WHITEROCK WEALTH MANAGEMENT CO.

  SEC file number 801-60828 · DALLAS, TX · 6 employees

  $255.3M AUM
• GODSHALK WELSH CAPITAL MANAGEMENT, INC.

  SEC file number 801-39857 · RADNOR, PA · 2 employees

  $255.3M AUM
• SILVER LAKE ADVISORY, LLC

  SEC file number 801-41655 · 4 employees

  $255.3M AUM
• SUMMER STREET CAPITAL PARTNERS, LLC

  SEC file number 801-73785 · 7 employees

  $255.1M AUM
• MEMPHIS CAPITAL MANAGEMENT, LLC

  SEC file number 801-67102 · MEMPHIS, TN · 2 employees

  $254.9M AUM
• SOLENTURE ADVISORS LLC

  SEC file number 801-63092 · PITTSBURGH, PA · 5 employees

  $254.8M AUM
• KNOW YOUR OPTIONS LLC

  SEC file number 801-92177 · CHICAGO, IL · 12 employees

  $254.8M AUM
• SIGNPOST CAPITAL ADVISORS, LP

  SEC file number 801-78151 · NEW YORK, NY · 8 employees

  $254.8M AUM
• STERNECK CAPITAL MANAGEMENT LLC

  SEC file number 801-45256 · KANSAS CITY, MO · 6 employees

  $254.6M AUM
• DELTA PARTNERS, LP

  SEC file number 801-60486 · BOSTON, MA · 7 employees

  $254.5M AUM
• REALM PARTNERS LLC

  SEC file number 801-73266 · NEW YORK, NY · 10 employees

  $254.5M AUM
• THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

  SEC file number 801-77148 · SCOTTSDALE, AZ · 2 employees

  $254.4M AUM
• PARK, MILLER, LLC

  SEC file number 801-69027 · WALNUT CREEK, CA · 4 employees

  $254.2M AUM
• SAGE FINANCIAL MANAGEMENT GROUP, INC.

  SEC file number 801-67703 · MCLEAN, VA · 8 employees

  $254.2M AUM
• DIBENEDETTO & ASSOCIATES LTD

  SEC file number 801-55322 · LOVES PARK, IL · 3 employees

  $254.1M AUM
• WALLMAN INVESTMENT COUNSEL LLC

  SEC file number 801-68784 · 2 employees

  $253.9M AUM
• CLEARLAKE ADVISORS, L.L.C.

  SEC file number 801-64946 · SAN ANSELMO, CA · 4 employees

  $253.8M AUM
• MILLIE CAPITAL MANAGEMENT LLC

  SEC file number 801-57740 · WALNUT CREEK, CA · 4 employees

  $253.8M AUM
• WHITE OAKS WEALTH ADVISORS INC

  SEC file number 801-51809 · MINNEAPOLIS, MN

  $253.8M AUM
• PINNACLE CAPITAL MANAGEMENT, LLC

  SEC file number 801-67143 · EAST SYRACUSE, NY · 5 employees

  $253.6M AUM
• IRVING PLACE CAPITAL MANAGEMENT, L.P.

  SEC file number 801-74172 · NEW YORK, NY · 13 employees

  $253.4M AUM
• FRM AMERICAS LLC

  SEC file number 801-61231 · NEW YORK, NY

  $253.1M AUM
• PRAXIENT CAPITAL LLP

  SEC file number 801-72507

  $253M AUM
• THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

  SEC file number 801-12484 · NEWARK, NJ · 12599 employees

  $252.9M AUM
• STRALEM & COMPANY, INCORPORATED

  SEC file number 801-4175 · NEW YORK, NY · 8 employees

  $252.9M AUM
• INTRINSIC WEALTH COUNSEL, INC.

  SEC file number 801-21151 · TEMPE, AZ · 8 employees

  $252.8M AUM