Form ADV search

13950 results, page 170 of 279.

• SUMMIT PRIVATE INVESTMENTS, INC.

  SEC file number 801-31837 · SUMMIT, NJ · 7 employees

  $234.2M AUM
• THE ELLERSON GROUP INC

  SEC file number 801-48299 · ANNAPOLIS, MD · 2 employees

  $234.1M AUM
• ALTEGRIS ADVISORS, LLC

  SEC file number 801-71496 · SAN JUAN CAPISTRANO, CA · 3 employees

  $234.1M AUM
• RCP ADVISORS, LLC

  SEC file number 801-64815 · CHICAGO, IL

  $234M AUM
• CONVERGENCE INVESTMENT PARTNERS, LLC

  SEC file number 801-69707 · PALM BEACH GARDENS, FL · 6 employees

  $233.5M AUM
• EASTERLY PARTNERS, LLC

  SEC file number 801-74239 · WASHINGTON, DC

  $233.5M AUM
• PHOENIX CAPITAL REALTY ADVISORS, LLC

  SEC file number 801-74334 · ADDISON, TX · 17 employees

  $233.4M AUM
• ARCADIA FUNDS, LLC

  SEC file number 801-106734 · BURLINGTON, MA · 13 employees

  $233.2M AUM
• PACIFICA PARTNERS INC

  SEC file number 801-69785 · 9 employees

  $233.2M AUM
• GOOD HILL PARTNERS LP

  SEC file number 801-70244 · NEWTOWN, PA · 13 employees

  $233M AUM
• VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

  SEC file number 801-80920 · PLANO, TX · 12 employees

  $233M AUM
• WESTEND CAPITAL MANAGEMENT, LLC.

  SEC file number 801-61128 · SAUSALITO, CA · 4 employees

  $232.9M AUM
• LINSALATA CAPITAL MANAGEMENT, LLC

  SEC file number 801-73875 · MAYFIELD HEIGHTS, OH · 5 employees

  $232.8M AUM
• USCA ASSET MANAGEMENT LLC

  SEC file number 801-64873 · HOUSTON, TX · 6 employees

  $232.8M AUM
• CARUSO MCLEAN & CO., INC.

  SEC file number 801-64498 · UTICA, NY · 6 employees

  $232.7M AUM
• THE ABBIT MANAGEMENT CORP

  SEC file number 801-15995 · GRAND HAVEN, MI · 7 employees

  $232.7M AUM
• ALGONQUIN ADVISORS LLC

  SEC file number 801-60462 · GREENWICH, CT · 7 employees

  $232.4M AUM
• PORTICO WEALTH ADVISORS, LLC

  SEC file number 801-95174 · LARKSPUR, CA · 4 employees

  $232.3M AUM
• PETTEE INVESTORS INC

  SEC file number 801-34750 · ROWAYTON, CT · 6 employees

  $232.3M AUM
• CATAMOUNT MANAGEMENT GROUP LLC

  SEC file number 801-62368 · WESTPORT, CT · 5 employees

  $232.2M AUM
• LEIGH BALDWIN & CO., LLC

  SEC file number 801-69290 · CAZENOVIA, NY · 18 employees

  $232M AUM
• NORTHERN CAPITAL RETIREMENT SERVICES, INC.

  SEC file number 801-77836 · SPOKANE, WA · 11 employees

  $232M AUM
• STRATEGIC FINANCIAL PARTNERS, LTD

  SEC file number 801-77447 · 6 employees

  $231.9M AUM
• RICHMOND BROTHERS, INC.

  SEC file number 801-72736 · JACKSON, MI · 18 employees

  $231.9M AUM
• PEMBERWICK INVESTMENT ADVISORS, LLC

  SEC file number 801-70231 · GREENWICH, CT · 2 employees

  $231.7M AUM
• PALM EQUITY, LLC

  SEC file number 801-74793 · WEST PALM BEACH, FL · 6 employees

  $231.5M AUM
• BMI CAPITAL LLC

  SEC file number 801-15483 · NEW YORK, NY · 5 employees

  $231.5M AUM
• WUNDERLICH CAPITAL MANAGEMENT, LLC

  SEC file number 801-79842 · MEMPHIS, TN · 1 employees

  $231.4M AUM
• THE NESTEGG GROUP, INC.

  SEC file number 801-67262 · LINCOLNWOOD, IL · 3 employees

  $231.3M AUM
• SOUTHWIND ASSOCIATES OF NJ INC.

  SEC file number 801-57412 · 5 employees

  $231.3M AUM
• FREEMAN, WILL & NIEMEIER, INC.

  SEC file number 801-68759 · EVANSVILLE, IN · 7 employees

  $231.2M AUM
• CAPSTONE ASSET MANAGEMENT, LLC

  SEC file number 801-72116 · 1 employees

  $231.2M AUM
• HIGHLANDER CAPITAL MANAGEMENT LLC

  SEC file number 801-52286 · SHORT HILLS, NJ · 8 employees

  $231.2M AUM
• RUBICON WEALTH MANAGEMENT, LLC

  SEC file number 801-51127 · BLUE BELL, PA · 3 employees

  $231.1M AUM
• LEHRER KENNETH EUGENE DR

  SEC file number 801-25934 · HOUSTON, TX · 1 employees

  $231M AUM
• FRANKLIN TEMPLETON INVESTMENTS JAPAN LTD.

  SEC file number 801-71880

  $231M AUM
• COMPASS FINANCIAL CONSULTING, LLC

  SEC file number 801-62830 · ATLANTA, GA · 6 employees

  $231M AUM
• UNION BANCAIRE PRIVEE ASSET MANAGEMENT LLC

  SEC file number 801-56922 · NEW YORK, NY · 3 employees

  $230.9M AUM
• COMPASS FINANCIAL ADVISORS LLC

  SEC file number 801-56002 · FORT WAYNE, IN · 9 employees

  $230.8M AUM
• MASON WELLS BUYOUT PARTNERS II, LLC

  SEC file number 801-73914 · MILWAUKEE, WI · 14 employees

  $230.8M AUM
• GAME CREEK CAPITAL, LP

  SEC file number 801-74747 · BOSTON, MA · 10 employees

  $230.6M AUM
• WILLOW STREET ADVISORS, LLC

  SEC file number 801-69582 · NAPLES, FL

  $230.3M AUM
• PEAK FINANCIAL ADVISORS, LLC

  SEC file number 801-60554 · DENVER, CO · 3 employees

  $230.3M AUM
• APPLIED PORTFOLIO MANAGEMENT

  SEC file number 801-31815 · SPARTA, NJ · 3 employees

  $230.3M AUM
• HMS CAPITAL MANAGEMENT, LLC

  SEC file number 801-78569 · NASHVILLE, TN · 8 employees

  $230.2M AUM
• YELLOWSTONE PARTNERS LLC

  SEC file number 801-64771 · IDAHO FALLS, ID · 7 employees

  $230M AUM
• KEMP FINANCIAL MANAGEMENT, LLC

  SEC file number 801-66565 · FULLERTON, CA · 3 employees

  $230M AUM
• GSV ASSET MANAGEMENT, LLC

  SEC file number 801-71749 · DALLAS, TX · 3 employees

  $230M AUM
• NUMA AMERICAS CORP.

  SEC file number 801-76990 · MIAMI, FL · 8 employees

  $229.7M AUM
• GRUEBLER INVESTMENT MANAGEMENT LTD.

  SEC file number 801-79611 · 5 employees

  $229.6M AUM