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Form ADV search
SEC-registered investment advisers from Form ADV, cross-linked to Form D filings.
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13950 results, page 218 of 279.
13950 advisers
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FORUM PRIVATE CLIENT GROUP LLCSEC file number 801-71337 · FISHERS, IN$75.8M AUM
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SILIGMUELLER & NORVID WEALTH ADVISORS LLCSEC file number 801-58149 · GLEN ELLYN, IL$75.8M AUM
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ELIOT ROSE ASSET MANAGEMENT, LLCSEC file number 801-61108 · CRANSTON, RI · 4 employees$75.8M AUM
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RETIREMENT CONSULTING SERVICES, INC.SEC file number 801-64491 · ADDISON, TX$75.7M AUM
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FRANCIS CAPITAL MANAGEMENT, LLCSEC file number 801-79772 · SANTA MONICA, CA · 4 employees$75.7M AUM
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6800 CAPITAL, L.L.C.SEC file number 801-69750 · PRINCETON, NJ · 3 employees$75.6M AUM
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DWM FINANCIAL GROUP, INC.SEC file number 801-57905 · PALATINE, IL$75.6M AUM
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F-SQUARED RETIREMENT SOLUTIONS, LLCSEC file number 801-72396 · WELLESLEY, MA · 115 employees$75.5M AUM
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RLC BUSINESS SERVICES, INC.SEC file number 801-56089 · NAPLES, FL · 1 employees$75.5M AUM
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KFG WEALTH MANAGEMENT, LLCSEC file number 801-67854 · GRANGER, IN$75.5M AUM
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SABAL CAPITAL MANAGEMENT, LLCSEC file number 801-76818 · SANTA MONICA, CA · 3 employees$75.4M AUM
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SPENCER CAPITAL MANAGEMENT, LLCSEC file number 801-71760 · NEW YORK, NY · 2 employees$75.3M AUM
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SEBOLD CAPITAL MANAGEMENT, INCSEC file number 801-62844 · NAPERVILLE, IL$75.3M AUM
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SALIENT ADVISORS, L.P.SEC file number 801-61449 · DALLAS, TX · 98 employees$75.3M AUM
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PARALLAX INVESTMENTS, LLCSEC file number 801-70382 · HOUSTON, TX$75.2M AUM
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WEALTH MANAGEMENT CONSULTANTS INCSEC file number 801-72543 · DENVER, CO · 3 employees$75.2M AUM
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BOUVEL INVESTMENT PARTNERS, LLCSEC file number 801-66713 · PHOENIXVILLE, PA$75.2M AUM
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5151 ADVISORS, LLCSEC file number 801-68824 · HOUSTON, TX · 1 employees$75.1M AUM
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HARVEST FINANCIAL GROUP, LLCSEC file number 801-80117 · RICHMOND, VA · 1 employees$75.1M AUM
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P. RICHARD PERRYMANSEC file number 801-72118 · TYLER, TX$75M AUM
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CRESCENDO ADVISORS II, LLCSEC file number 801-72349 · NEW YORK, NY$75M AUM
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INSPIRED FINANCIAL LLCSEC file number 801-64157 · HUNTINGTON BEACH, CA$75M AUM
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LOVETT FINANCIAL ADVISORS LLCSEC file number 801-70519 · WILMINGTON, DE$75M AUM
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RK ASSET MANAGEMENT, LLCSEC file number 801-71161$75M AUM
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UNIFIED WEALTH MANAGEMENT, LLC.SEC file number 801-63676 · SCOTTSDALE, AZ$75M AUM
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GCA INVESTMENT MANAGEMENT, LLCSEC file number 801-80778 · NEW YORK, NY · 9 employees$75M AUM
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SUNSET FINANCIAL SERVICES, INC.SEC file number 801-71636 · KANSAS CITY, MO · 90 employees$74.9M AUM
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SWIFT RUN CAPITAL MANAGEMENT, LLCSEC file number 801-79419 · CHARLOTTESVILLE, VA · 3 employees$74.9M AUM
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UNION STREET PARTNERS LLCSEC file number 801-72120 · ALEXANDRIA, VA · 2 employees$74.9M AUM
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BENNINGFIELD FINANCIAL ADVISORS, LLCSEC file number 801-68651 · SAN FRANCISCO, CA$74.8M AUM
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INTEGRITY INVESTMENT ADVISORS, LLCSEC file number 801-63718 · OVERLAND PARK, KS$74.8M AUM
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NEWSHOLME FINANCIAL GROUP, INCSEC file number 801-62279 · YORKTOWN HTS, NY · 2 employees$74.8M AUM
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NORTHSTAR CAPITAL FUNDS, LLCSEC file number 801-65437 · NEW YORK, NY · 4 employees$74.7M AUM
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FERGUSON INVESTMENT SERVICES PLLCSEC file number 801-71625 · TUCSON, AZ$74.7M AUM
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SUSTAINABLE INVESTMENT SOLUTIONS, LLCSEC file number 801-57133 · DEDHAM, MA$74.6M AUM
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SABIN INVESTMENT MANAGEMENT, INC.SEC file number 801-67801$74.6M AUM
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CDM FINANCIAL COUNSELING SERVICES, INC.SEC file number 801-67408 · NORWICH, CT$74.6M AUM
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LK FINANCIAL PLANNING LLCSEC file number 801-80856 · NEW YORK, NY · 1 employees$74.6M AUM
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NOBLE CAPITAL MANAGEMENT, INC.SEC file number 801-57065 · BOCA RATON, FL$74.5M AUM
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WUNDERLICH CAPITAL MANAGEMENT, LLCSEC file number 801-65204 · MEMPHIS, TN$74.5M AUM
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BUCKLEY INVESTMENT GROUP, LLCSEC file number 801-64797 · WALLA WALLA, WA$74.3M AUM
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MADISON STREET PARTNERS, LLCSEC file number 801-64885 · DENVER, CO · 5 employees$74.3M AUM
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THE GWYNEDD COMPANYSEC file number 801-48894 · LANSDALE, PA$74.2M AUM
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PERSONAL BENEFIT SERVICES OF COLORADO, INC.SEC file number 801-62222 · ARVADA, CO$74.2M AUM
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HARLOW CAPITAL MANAGEMENT LLCSEC file number 801-63836 · DALLAS, TX$74.2M AUM
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FOX, ROGER BENNETTSEC file number 801-62743 · ENCINO, CA · 2 employees$74.2M AUM
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WEALTHYX LLCSEC file number 801-80109 · AUSTIN, TX · 1 employees$74.1M AUM
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FALCON E & P OPPORTUNITIES GP, LLCSEC file number 801-73662 · DALLAS, TX$74.1M AUM
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MARKS THERIOT WALSTON & COMPANY, INC.SEC file number 801-71070 · LOS ANGELES, CA$74.1M AUM
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HARVEST CAPITAL ADVISORS INC.SEC file number 801-61928 · BELLEVUE, WA · 2 employees$74.1M AUM