Form ADV search

13950 results, page 188 of 279.

• LAMOND CAPITAL PARTNERS LLC

  SEC file number 801-74014 · SAN FRANCISCO, CA

  $164.8M AUM
• FRIEDENTHAL FINANCIAL, LLC

  SEC file number 801-78622 · MARLTON, NJ · 6 employees

  $164.8M AUM
• HODGE FINANCIAL SERVICES, LLC

  SEC file number 801-70530 · HINSDALE, NH · 1 employees

  $164.7M AUM
• PRINCETON CAPITAL MANAGEMENT INC

  SEC file number 801-33000 · PRINCETON, NJ · 6 employees

  $164.6M AUM
• FIDUCIARY FINANCIAL PARTNERS, LLC

  SEC file number 801-78241 · NAPERVILLE, IL · 7 employees

  $164.6M AUM
• CIVIC CAPITAL ADVISORS, LLC

  SEC file number 801-77188 · NEW YORK, NY · 9 employees

  $164.6M AUM
• BLACKFRIARS ASSET MANAGEMENT LIMITED

  SEC file number 801-69993 · 14 employees

  $164.5M AUM
• DARBY OVERSEAS PARTNERS, L.P.

  SEC file number 801-73239 · WASHINGTON, DC · 4 employees

  $164.4M AUM
• ALL SEASON FINANCIAL ADVISORS, INC.

  SEC file number 801-16626 · DENVER, CO · 4 employees

  $164.3M AUM
• BEDMINSTER L.L.C.

  SEC file number 801-58083 · BLUFFTON, SC · 3 employees

  $164.3M AUM
• ASSET MANAGEMENT GROUP INVESTMENT CORP.

  SEC file number 801-78374 · GREENWOOD VILLAGE, CO · 2 employees

  $164.3M AUM
• EXPERIENTIAL WEALTH, INC.

  SEC file number 801-71422 · CABIN JOHN, MD · 2 employees

  $164.2M AUM
• FIVE MILE CAPITAL PARTNERS LLC

  SEC file number 801-74271 · STAMFORD, CT · 8 employees

  $164.1M AUM
• CORNWALL CAPITAL MANAGEMENT LP

  SEC file number 801-73902 · NEW YORK, NY · 8 employees

  $164M AUM
• FELL CAPITAL MANAGEMENT

  SEC file number 801-34774 · NEWPORT BEACH, CA · 2 employees

  $164M AUM
• HL CAPITAL, INC.

  SEC file number 801-73158 · NEW YORK, NY

  $163.7M AUM
• JM EGAN WEALTH ADVISORS, LLC

  SEC file number 801-69374 · MADISON, NJ · 5 employees

  $163.7M AUM
• LINEAGE CAPITAL, LLC

  SEC file number 801-78267 · BOSTON, MA · 5 employees

  $163.5M AUM
• CWC ADVISORS, LLC

  SEC file number 801-62369 · LAKE OSWEGO, OR · 9 employees

  $163.5M AUM
• LIFESTAGE WEALTH MANAGEMENT LLC

  SEC file number 801-78361 · MINNETONKA, MN · 5 employees

  $163.5M AUM
• PINNACLE WEALTH MANAGEMENT, LLC

  SEC file number 801-61796 · 2 employees

  $163.5M AUM
• ALETHEIA RESEARCH AND MANAGEMENT INC

  SEC file number 801-55761 · SANTA MONICA, CA · 10 employees

  $163.3M AUM
• WEBER HARTMANN VRIJHOF & PARTNERS LTD.

  SEC file number 801-72329 · 5 employees

  $163.3M AUM
• SECURE PLANNING, LLC

  SEC file number 801-55630 · PORTSMOUTH, NH · 6 employees

  $163.1M AUM
• GLADOWSKY CAPITAL MANAGEMENT CORP

  SEC file number 801-55802 · SMITHTOWN, NY · 4 employees

  $163.1M AUM
• MITCHELL PORTFOLIO MANAGEMENT, L.P.

  SEC file number 801-79928 · COSTA MESA, CA · 5 employees

  $163M AUM
• BANYAN GLOBAL INVESTMENT ADVISORS, LLC

  SEC file number 801-76863 · BOCA RATON, FL · 4 employees

  $163M AUM
• COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS

  SEC file number 801-61443 · WILLIAMSBURG, VA · 3 employees

  $162.9M AUM
• PHASECAPITAL LP

  SEC file number 801-79405 · NEW YORK, NY · 14 employees

  $162.9M AUM
• MCGINN PENNINGER INVESTMENT MANAGMENT, INC.

  SEC file number 801-40578 · ALEXANDRIA, VA · 4 employees

  $162.6M AUM
• KELLEY INVESTMENTS, LLC

  SEC file number 801-67645 · 3 employees

  $162.6M AUM
• DUCKWORTH WEALTH ADVISORS, INC.

  SEC file number 801-57574 · NEWPORT BEACH, CA · 4 employees

  $162.4M AUM
• IKE CAPITAL, LLC

  SEC file number 801-63415 · 3 employees

  $162.3M AUM
• REPUBLIC INVESTMENT MANAGEMENT PTE. LTD.

  SEC file number 801-70134

  $162.2M AUM
• SALZMAN & CO., INC.

  SEC file number 801-73073 · GREENWICH, CT · 2 employees

  $162.2M AUM
• STRATEGIC FINANCIAL MANAGEMENT, LLC

  SEC file number 801-73040 · 3 employees

  $162.1M AUM
• ALAN B. LANCZ & ASSOCIATES, INC.

  SEC file number 801-24450 · TOLEDO, OH · 3 employees

  $162.1M AUM
• ORCA INVESTMENT MANAGEMENT, LLC

  SEC file number 801-68050 · ROSEBURG, OR · 7 employees

  $162.1M AUM
• EXCELSIA, INC.

  SEC file number 801-61798 · SAVANNAH, GA · 5 employees

  $162.1M AUM
• LEGACY FINANCIAL STRATEGIES, LLC

  SEC file number 801-100471 · OVERLAND PARK, KS · 11 employees

  $162M AUM
• FINANCIALLY SPEAKING INC

  SEC file number 801-38948 · GREENWOOD VILLAGE, CO · 5 employees

  $162M AUM
• ASIA INVESTMENT PARTNERS, INC.

  SEC file number 801-73868 · DENVER, CO

  $161.9M AUM
• D.C. CAPITAL ADVISORS, LIMITED

  SEC file number 801-74024 · NEW YORK, NY · 4 employees

  $161.8M AUM
• LEGACY ASSET MANAGEMENT, INC.

  SEC file number 801-57208 · HOUSTON, TX · 7 employees

  $161.7M AUM
• CRYSTAL ROCK CAPITAL MANAGEMENT, LLC.

  SEC file number 801-73129 · BANNOCKBURN, IL · 4 employees

  $161.6M AUM
• CAMDEN PARTNERS EQUITY MANAGERS I, LLC

  SEC file number 801-60671 · BALTIMORE, MD · 19 employees

  $161.6M AUM
• CAMDEN PARTNERS PRIVATE EQUITY ADVISORS, LLC

  SEC file number 801-60670 · BALTIMORE, MD · 19 employees

  $161.6M AUM
• FIDUCIARY MANAGEMENT GROUP LTD

  SEC file number 801-18217 · EDINA, MN · 4 employees

  $161.6M AUM
• KIKER WEALTH MANAGEMENT, LLC

  SEC file number 801-79392 · JASPER, GA · 7 employees

  $161.5M AUM
• SARATOGA CAPITAL MANAGEMENT,LLC

  SEC file number 801-46534 · AVONDALE, AZ · 4 employees

  $161.5M AUM