Form ADV search

13950 results, page 184 of 279.

• FOUNDATIONS ASSET MANAGEMENT, LLC

  SEC file number 801-68861 · ANCHORAGE, AK · 4 employees

  $177.7M AUM
• IROQUOIS CAPITAL MANAGEMENT, LLC

  SEC file number 801-74361 · NEW YORK, NY · 8 employees

  $177.6M AUM
• SHAMROCK ASSET MANAGEMENT LLC

  SEC file number 801-54702 · DALLAS, TX · 5 employees

  $177.4M AUM
• SADDLE ROAD PARTNERS, LLC

  SEC file number 801-81101 · 1 employees

  $177.4M AUM
• LAFITTE CAPITAL MANAGEMENT LP

  SEC file number 801-79602 · AUSTIN, TX · 3 employees

  $177.4M AUM
• UP CAPITAL MANAGEMENT, INC.

  SEC file number 801-79503 · 3 employees

  $177.3M AUM
• ALEGRIA ENERGY, LLC

  SEC file number 801-106712 · KANSAS CITY, MO · 4 employees

  $177.1M AUM
• SPECTRUM GROUP MANAGEMENT LLC

  SEC file number 801-74070 · HUNTINGTON, NY · 6 employees

  $177.1M AUM
• THE PUTNEY FINANCIAL GROUP LLC

  SEC file number 801-62638 · SAN RAFAEL, CA · 7 employees

  $177.1M AUM
• ARIAS RESOURCE CAPITAL MANAGEMENT LP

  SEC file number 801-72548 · MIAMI, FL · 8 employees

  $177M AUM
• GENESIS WEALTH ADVISORS, LLC

  SEC file number 801-72604 · BRAINTREE, MA · 7 employees

  $177M AUM
• VIRGINIA CAPITAL STRATEGIES INC

  SEC file number 801-70187 · ROANOKE, VA · 4 employees

  $176.9M AUM
• PARALLEL INVESTMENT PARTNERS, LLC

  SEC file number 801-73478 · DALLAS, TX · 6 employees

  $176.7M AUM
• SACKS & ASSOCIATES, LLC

  SEC file number 801-80934 · BRIDGEWATER, NJ · 5 employees

  $176.7M AUM
• REVIEW SERVICES INC

  SEC file number 801-39487 · BROOKFIELD, WI · 3 employees

  $176.7M AUM
• KENNETH FRENKE & CO., INC.

  SEC file number 801-56310 · ARDEN, NC · 3 employees

  $176.7M AUM
• COE CAPITAL MANAGEMENT, LLC

  SEC file number 801-56483 · HIGHLAND PARK, IL · 4 employees

  $176.5M AUM
• NIXON PEABODY FINANCIAL ADVISORS LLC

  SEC file number 801-64472 · ROCHESTER, NY · 9 employees

  $176.4M AUM
• NATIONAL RETIREMENT CONSULTANTS INC

  SEC file number 801-54046 · HAMILTON, OH · 4 employees

  $176.4M AUM
• CLIENTFIRST FINANCIAL STRATEGIES, INC.

  SEC file number 801-71080 · DAYTON, OH · 4 employees

  $176.4M AUM
• BISHOP WEALTH MANAGEMENT, LLC

  SEC file number 801-80886 · SAN FRANCISCO, CA · 1 employees

  $176.2M AUM
• ADAMAS PARTNERS, LLC

  SEC file number 801-73406 · BOSTON, MA · 3 employees

  $176.2M AUM
• FINANCIAL DESIGN & MANAGEMENT, INC.

  SEC file number 801-63233 · FORT COLLINS, CO · 7 employees

  $176.1M AUM
• OCEAN STATE ASSET MANAGEMENT, LLC

  SEC file number 801-64243 · PROVIDENCE, RI

  $176.1M AUM
• 13D MANAGEMENT LLC

  SEC file number 801-72869 · NEW YORK, NY · 9 employees

  $176M AUM
• BREWSTER FINANCIAL PLANNING LLC

  SEC file number 801-77668 · BROOKLYN, NY · 4 employees

  $175.9M AUM
• POLARIS ADVISORS, LLC

  SEC file number 801-63453 · FRAMINGHAM, MA · 5 employees

  $175.8M AUM
• CLARIUM CAPITAL MANAGEMENT LLC

  SEC file number 801-65470 · SAN FRANCISCO, CA · 6 employees

  $175.8M AUM
• THOMAS WEISEL ASSET MANAGEMENT LLC

  SEC file number 801-60537 · SAN FRANCISCO, CA

  $175.8M AUM
• FINANCIAL MANAGEMENT CONCEPTS

  SEC file number 801-62030 · WINTER SPRINGS, FL · 5 employees

  $175.6M AUM
• NEW VISTA INVESTMENT GROUP, LLC

  SEC file number 801-70345 · CHICAGO, IL · 4 employees

  $175.6M AUM
• CUSTOM PORTFOLIO GROUP LLC

  SEC file number 801-80949 · ENGLEWOOD, CO · 4 employees

  $175.6M AUM
• BRUCE S. BRICKMAN & ASSOCIATES, INC.

  SEC file number 801-73778 · GREENWICH, CT · 15 employees

  $175.5M AUM
• THE ROBARE GROUP, LTD.

  SEC file number 801-61767 · HOUSTON, TX · 8 employees

  $175.5M AUM
• LUMIN FINANCIAL, LLC

  SEC file number 801-72205 · SOUTHFIELD, MI · 7 employees

  $175.5M AUM
• INTEGRITY WEALTH PARTNERS, LLC

  SEC file number 801-77910 · WALNUT CREEK, CA · 2 employees

  $175.4M AUM
• TOPSPIN MANAGEMENT COMPANY LLC

  SEC file number 801-78669 · ROSLYN HEIGHTS, NY · 3 employees

  $175.3M AUM
• BALL & COMPANY WEALTH MANAGEMENT, INC.

  SEC file number 801-78146 · 4 employees

  $175.2M AUM
• FAMILYWEALTH ASSET MANAGEMENT

  SEC file number 801-69660 · DALLAS, TX · 4 employees

  $175.1M AUM
• CAMELOT ACQUISITION SECONDARY OPPORTUNITIES MANAGEMENT, LLC

  SEC file number 801-77143 · NEW YORK, NY · 10 employees

  $175M AUM
• ONE OAK CAPITAL MANAGEMENT, LLC

  SEC file number 801-79144 · PURCHASE, NY · 2 employees

  $175M AUM
• SUCCESSFUL MONEY STRATEGIES INC

  SEC file number 801-43656 · FALL RIVER, MA · 3 employees

  $174.9M AUM
• PLOTKIN FINANCIAL ADVISORS, LLC

  SEC file number 801-85168 · CHEVY CHASE, MD · 5 employees

  $174.9M AUM
• STERLING CAPITAL MANAGEMENT INC

  SEC file number 801-31743 · ST.LOUIS, MO · 3 employees

  $174.9M AUM
• FIRELAKE CAPITAL MANAGEMENT LLC

  SEC file number 801-61052 · PALO ALTO, CA · 3 employees

  $174.9M AUM
• QUANTITATIVE EQUITY STRATEGIES, LLC

  SEC file number 801-63531 · HIGHLANDS RANCH, CO

  $174.9M AUM
• NEXPOINT ADVISORS, L.P.

  SEC file number 801-75490 · DALLAS, TX · 35 employees

  $174.8M AUM
• TEAM FINANCIAL MANAGERS, INC.

  SEC file number 801-61069 · HARRISBURG, PA · 6 employees

  $174.6M AUM
• SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

  SEC file number 801-68863 · SOUTHPORT, CT · 3 employees

  $174.5M AUM
• CAPGEN CAPITAL ADVISERS, LLC

  SEC file number 801-73576 · NEW YORK, NY · 7 employees

  $174.5M AUM