Form ADV search

13950 results, page 182 of 279.

• AFT, FORSYTH AND COMPANY, INC.

  SEC file number 801-64757 · WEST PALM BEACH, FL · 1 employees

  $184.9M AUM
• PETROVIC FINANCIAL SOLUTIONS LLC

  SEC file number 801-101526 · PRAIRIE VILLAGE, KS · 3 employees

  $184.7M AUM
• QUADRANGLE GROUP LLC

  SEC file number 801-73704 · NEW YORK, NY · 3 employees

  $184.6M AUM
• T I S GROUP INC

  SEC file number 801-49315 · NORTH OAKS, MN · 3 employees

  $184.5M AUM
• FINGERLAKES WEALTH MANAGEMENT, INC.

  SEC file number 801-69987 · ITHACA, NY · 3 employees

  $184.5M AUM
• MASON WELLS BUYOUT PARTNERS III, LLC

  SEC file number 801-73917 · MILWAUKEE, WI · 18 employees

  $184.4M AUM
• PRISM ADVISORY GROUP, LLC

  SEC file number 801-70938 · NEWTOWN, PA · 6 employees

  $184.4M AUM
• LIBERTY WEALTH ADVISORS, LLC

  SEC file number 801-76718 · STAMFORD, CT · 4 employees

  $184.3M AUM
• WINDWARD WEALTH STRATEGIES, INC.

  SEC file number 801-81031 · OSHKOSH, WI · 3 employees

  $184.3M AUM
• RMDR ADVISORS, INC.

  SEC file number 801-68095 · 3 employees

  $184.2M AUM
• BLAND GARVEY WEALTH ADVISORS, LLC

  SEC file number 801-70358 · RICHARDSON, TX · 5 employees

  $184.2M AUM
• BLUELINE ADVISORS LLC

  SEC file number 801-91171 · EXETER, NH · 4 employees

  $184.1M AUM
• STRATEGIC PLANNING GROUP, INC.

  SEC file number 801-72178 · WELLESLEY, MA · 3 employees

  $184.1M AUM
• BOFCAL ASSET MANAGEMENT INC.

  SEC file number 801-77801 · MENLO PARK, CA · 5 employees

  $184M AUM
• RUNDE & CO. LLC

  SEC file number 801-78804 · SEATTLE, WA · 3 employees

  $184M AUM
• PERRY CORP

  SEC file number 801-57562 · NEW YORK, NY · 2 employees

  $184M AUM
• PACIFIC PARK FINANCIAL, INC.

  SEC file number 801-64063 · LAGUNA HILLS, CA · 2 employees

  $183.8M AUM
• WAYZATA INVESTMENT PARTNERS LLC

  SEC file number 801-63304 · WAYZATA, MN · 7 employees

  $183.8M AUM
• CORRADO ADVISORS, LLC

  SEC file number 801-56980 · RAMSEY, NJ · 15 employees

  $183.7M AUM
• NEOSHO CAPITAL LLC

  SEC file number 801-62907 · LA JOLLA, CA · 4 employees

  $183.5M AUM
• CINQUE PARTNERS LLC

  SEC file number 801-72984 · LOS ANGELES, CA

  $183.5M AUM
• SANTA FE PARTNERS LLC

  SEC file number 801-63591 · SANTA FE, NM

  $183.3M AUM
• GBS FINANCIAL CORP.

  SEC file number 801-60744 · SANTA ROSA, CA

  $183.3M AUM
• DORCHESTER CAPITAL ADVISORS INTERNATIONAL, LLC

  SEC file number 801-65248 · LOS ANGELES, CA

  $183.2M AUM
• PURPOSE WEALTH MANAGEMENT, LLC

  SEC file number 801-70673 · CINCINNATI, OH · 1 employees

  $183.2M AUM
• STEGENT EQUITY ADVISORS INC.

  SEC file number 801-63736 · HOUSTON, TX · 2 employees

  $183.2M AUM
• CAERUS GLOBAL INVESTORS, LLC

  SEC file number 801-72410 · NEW YORK, NY · 6 employees

  $183M AUM
• CML WEALTH MANAGEMENT, LLC

  SEC file number 801-100467 · BREA, CA · 3 employees

  $182.9M AUM
• HUNDREDFOLD ADVISORS, LLC

  SEC file number 801-63226 · VIRGINIA BEACH, VA · 2 employees

  $182.9M AUM
• VIP CAPITAL MANAGEMENT, L.P.

  SEC file number 801-77701 · NEW YORK, NY · 4 employees

  $182.7M AUM
• GEM FINANCIAL ADVISORS, INC.

  SEC file number 801-70834 · LAKE FOREST, IL · 3 employees

  $182.7M AUM
• IRONGATE PARTNERS, INC.

  SEC file number 801-71392 · WILMINGTON, NC · 16 employees

  $182.6M AUM
• CORNERSTONE WEALTH MANAGEMENT LLC

  SEC file number 801-56735 · SAN DIEGO, CA · 5 employees

  $182.6M AUM
• VERICIMETRY ADVISORS LLC

  SEC file number 801-72644 · 5 employees

  $182.5M AUM
• WYNN CAPITAL MANAGEMENT INC.

  SEC file number 801-36331 · MILWAUKEE, WI · 2 employees

  $182.4M AUM
• FITNESS CAPITAL PARTNERS GP LLC

  SEC file number 801-79661 · PALM BEACH, FL · 14 employees

  $182.4M AUM
• ALLIED PORTFOLIO MANAGEMENT, INC.

  SEC file number 801-61656 · TUCSON, AZ · 2 employees

  $182.3M AUM
• LONGVIEW CAPITAL MANAGEMENT LLC

  SEC file number 801-69226 · WILMINGTON, DE · 6 employees

  $182.2M AUM
• PING CAPITAL MANAGEMENT, LTD

  SEC file number 801-72446 · NEW YORK, NY · 10 employees

  $182.2M AUM
• THE WEALTH CONSERVANCY, INC.

  SEC file number 801-19008 · BOULDER, CO · 7 employees

  $182.2M AUM
• CLASSIC ASSET MANAGEMENT, LLC

  SEC file number 801-67302 · FARGO, ND · 10 employees

  $182.1M AUM
• PINEAPPLE CAPITAL MANAGEMENT, LLC

  SEC file number 801-80392 · LAFAYETTE, CA · 2 employees

  $182.1M AUM
• GAVIN MANAGEMENT GROUP, INC.

  SEC file number 801-66796 · 5 employees

  $182M AUM
• EMPIRICAL WEALTH MANAGEMENT, LLC

  SEC file number 801-66642 · PORTLAND, OR

  $182M AUM
• CIRCLE ONE WEALTH MANAGEMENT, LLC

  SEC file number 801-70971 · CHARLOTTE, NC

  $182M AUM
• INTELLIGENT FINANCIAL STRATEGIES, LLC

  SEC file number 801-57626 · EXCELSIOR, MN · 2 employees

  $181.9M AUM
• MALLARD ADVISORS, LLC

  SEC file number 801-61395 · NEWARK, DE · 12 employees

  $181.9M AUM
• POWERS CAPITAL INVESTMENTS, INC.

  SEC file number 801-68377 · ANAHEIM HILLS, CA · 5 employees

  $181.9M AUM
• FRIESS ASSOCIATES, LLC

  SEC file number 801-16178 · GREENVILLE, DE · 11 employees

  $181.9M AUM
• BANORTE ASSET MANAGEMENT INC

  SEC file number 801-57735 · NEW YORK, NY · 6 employees

  $181.6M AUM