Form ADV search

13950 results, page 220 of 279.

• INSTITUTIONAL INVESTMENT ADVISORS CORP

  SEC file number 801-77500 · NEW YORK, NY · 3 employees

  $72.1M AUM
• ESSEX FINANCIAL ADVISORS, L.L.C.

  SEC file number 801-62760 · TOPSFIELD, MA

  $72.1M AUM
• PROVIDENT CAPITAL MANAGEMENT INC

  SEC file number 801-63924 · CARMEL, IN

  $72M AUM
• WEALTH NAVIGATION, LLC

  SEC file number 801-68025 · CENTERVILLE, UT · 11 employees

  $72M AUM
• EMPIRIC ASSET MANAGEMENT, LLC

  SEC file number 801-73495 · NEW YORK, NY

  $72M AUM
• ARCHSTONE MANAGEMENT COMPANY, LLC

  SEC file number 801-64470 · NEW YORK, NY · 5 employees

  $72M AUM
• GLASS MANAGEMENT COMPANY

  SEC file number 801-60421 · SAN ANTONIO, TX

  $72M AUM
• SOMERSET CAPITAL ADVISERS LLC

  SEC file number 801-57120 · NEW YORK, NY · 4 employees

  $72M AUM
• NEW SHERIDAN ADVISORS, INC.

  SEC file number 801-70239 · NEWPORT BEACH, CA

  $72M AUM
• GLOBAL VALUE INVESTMENT CORP

  SEC file number 801-68133 · MEQUON, WI · 4 employees

  $71.8M AUM
• FAIRWAY ASSET MANAGEMENT, LLC

  SEC file number 801-71220 · OMAHA, NE

  $71.8M AUM
• MERION REALTY ADVISERS, LLC

  SEC file number 801-72740 · WYNNEWOOD, PA · 7 employees

  $71.8M AUM
• WATERTON ASSOCIATES, LLC

  SEC file number 801-73727 · CHICAGO, IL

  $71.7M AUM
• CLEARPATH WEALTH MANAGEMENT, LLC

  SEC file number 801-68715 · PROVIDENCE, RI

  $71.7M AUM
• NATIONAL FUND ADVISORS, LLC

  SEC file number 801-74427 · NEW YORK, NY · 3 employees

  $71.7M AUM
• GREEN INVESTMENT MANAGEMENT INC

  SEC file number 801-21093 · FORT WORTH, TX · 7 employees

  $71.7M AUM
• BAYHAWK ASSET MANAGEMENT, LLC

  SEC file number 801-71309 · MARIETTA, GA · 5 employees

  $71.6M AUM
• JDH WEALTH MANAGEMENT, LLC

  SEC file number 801-63053 · SANTA ROSA, CA

  $71.6M AUM
• SANTORI & PETERS, INC.

  SEC file number 801-25266 · MONROEVILLE, PA

  $71.5M AUM
• UNITED ADVISORS, LLC

  SEC file number 801-66754 · BOCA RATON, FL · 5 employees

  $71.5M AUM
• BARDIN FINANCIAL SERVICES INC

  SEC file number 801-55709 · JACKSON, CA

  $71.5M AUM
• EVEREST WEALTH MANAGEMENT, LLC

  SEC file number 801-71593 · LEAWOOD, KS

  $71.5M AUM
• SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.

  SEC file number 801-63813 · NICHOLASVILLE, KY

  $71.5M AUM
• SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

  SEC file number 801-80973 · 1 employees

  $71.5M AUM
• PACIFICOR, LLC

  SEC file number 801-61141 · SCOTTSDALE, AZ · 2 employees

  $71.4M AUM
• BROWN & BROWN FINANCIAL SERVICES, INC.

  SEC file number 801-23005 · DALLAS, TX

  $71.4M AUM
• ISSA AHMAD D

  SEC file number 801-57095

  $71.4M AUM
• OTTER CREEK MANAGEMENT, INC.

  SEC file number 801-62535 · PALM BEACH GARDENS, FL · 6 employees

  $71.3M AUM
• BLUE OCEAN PORTFOLIOS, LLC

  SEC file number 801-72266 · CHESTERFIELD, MO

  $71.2M AUM
• APEX ADVISERS, LLC

  SEC file number 801-78007 · ROCHESTER, NY · 1 employees

  $71.2M AUM
• TWRU PRIVATE WEALTH MANAGEMENT, LLC

  SEC file number 801-66991 · BATON ROUGE, LA

  $71.1M AUM
• ARTESA FINANCIAL GROUP, LLC

  SEC file number 801-71552 · CONROE, TX · 5 employees

  $71.1M AUM
• WHM CAPITAL ADVISORS, LLC

  SEC file number 801-69090 · COLUMBIA, SC

  $71.1M AUM
• ACCESS FINANCIAL GROUP, INC.

  SEC file number 801-68401 · BETHANY, OK · 6 employees

  $71.1M AUM
• HOMEWOOD CAPITAL MANAGEMENT, INC.

  SEC file number 801-64361 · DANVILLE, CA

  $71.1M AUM
• DOWSE SECURITIES MANAGEMENT CORP

  SEC file number 801-13839 · NAPA, CA

  $71M AUM
• CHRONIM INVESTMENTS INC.

  SEC file number 801-64167 · IRVING, TX

  $70.8M AUM
• ANNAPOLIS FINANCIAL SERVICES, LLC

  SEC file number 801-64105

  $70.8M AUM
• SYNERGY FINANCIAL GROUP OF ARIZONA, LLC

  SEC file number 801-71423 · SCOTTSDALE, AZ

  $70.8M AUM
• CAPITAL MANAGEMENT CORP OF THE NORTHEAST

  SEC file number 801-37116 · WASHINGTON DEPOT, CT

  $70.8M AUM
• BLUM CAPITAL PARTNERS LP

  SEC file number 801-47995 · SAN FRANCISCO, CA · 12 employees

  $70.7M AUM
• HARBOR CAPITAL ADVISORY SERVICES, INC.

  SEC file number 801-70674 · FAIRPORT, NY · 4 employees

  $70.7M AUM
• WAYCROSS INVESTMENT MANAGEMENT COMPANY

  SEC file number 801-15376 · BELLINGHAM, WA

  $70.7M AUM
• ARCHAMBO FINANCIAL ADVISORS, INC.

  SEC file number 801-62644 · BARTLESVILLE, OK

  $70.7M AUM
• BREAKWATER INVESTMENT MANAGEMENT, LLC

  SEC file number 801-70828 · SEATTLE, WA

  $70.7M AUM
• FINANCIAL MANAGEMENT INC

  SEC file number 801-19322 · LITTLE ROCK, AR

  $70.6M AUM
• GREAT NORTHERN ASSET MANAGEMENT, INC.

  SEC file number 801-77614 · WINTER PARK, FL · 6 employees

  $70.6M AUM
• TALIMCO, LLC

  SEC file number 801-73732 · NEW YORK, NY · 2 employees

  $70.6M AUM
• THOMPSON DAVIS & CO., INC.

  SEC file number 801-67447 · RICHMOND, VA · 13 employees

  $70.6M AUM
• VERITRUST FINANCIAL, LLC

  SEC file number 801-71237 · AUSTIN, TX · 73 employees

  $70.5M AUM