Form ADV search

13950 results, page 223 of 279.

• VAB ADVISORS, LLC.

  SEC file number 801-72194 · SAN JUAN, PR · 2 employees

  $67.1M AUM
• MAXWELL NOLL INC

  SEC file number 801-55544 · PASADENA, CA

  $67.1M AUM
• LEHMAN, JOHN FREEMAN

  SEC file number 801-62447 · MIDLAND, MI

  $67M AUM
• DOUBLE DIAMOND INVESTMENT GROUP, LLC

  SEC file number 801-71006 · PARSIPPANY, NJ

  $67M AUM
• EXECUTIVE FINANCIAL SERVICES INC

  SEC file number 801-57459 · LIVONIA, MI

  $67M AUM
• GRANT EDMUND HOWARD

  SEC file number 801-54779

  $67M AUM
• HNW MANAGEMENT INC.

  SEC file number 801-71955 · 3 employees

  $67M AUM
• ALPHA FINANCIAL ADVISORS, LLC

  SEC file number 801-62802 · MCLEAN, VA

  $67M AUM
• FRONT STREET INVESTMENT MANAGEMENT, LLC

  SEC file number 801-64544 · TRAVERSE CITY, MI

  $66.9M AUM
• LLOYDS TSB OFFSHORE PRIVATE CLIENTS LIMITED

  SEC file number 801-52978

  $66.9M AUM
• REGIMENT CAPITAL MANAGEMENT, LLC

  SEC file number 801-73315 · BOSTON, MA · 11 employees

  $66.9M AUM
• SIMPSON ALAN CARTER

  SEC file number 801-49770 · LEXINGTON, MA

  $66.8M AUM
• MASSEY, JOSHUA

  SEC file number 801-69817 · HAMILTON, MA

  $66.8M AUM
• LANE BROTHERS & CO INC

  SEC file number 801-36027 · PRESCOTT, AZ

  $66.8M AUM
• HERITAGE CAPITAL ADVISORS, LLC

  SEC file number 801-60796 · ST PAUL, MN · 4 employees

  $66.7M AUM
• TWO RIVERS CAPITAL MANAGEMENT AT KINGSMILL INC

  SEC file number 801-63058 · WILLIAMSBURG, VA

  $66.6M AUM
• ABERNATHY GROUP II LLC

  SEC file number 801-71255 · NEW YORK, NY · 4 employees

  $66.6M AUM
• LANIER ASSET MANAGEMENT, LLC

  SEC file number 801-70384 · LOUISVILLE, KY

  $66.6M AUM
• WEALTH MANAGEMENT RESOURCES, LLC

  SEC file number 801-64773 · MANKATO, MN

  $66.6M AUM
• HOLZER & COMPANY, INC.

  SEC file number 801-67750 · WESTWOOD, NJ

  $66.5M AUM
• WAKEFIELD ADVISORS, LLC

  SEC file number 801-76574 · GOLDEN, CO · 5 employees

  $66.5M AUM
• FINANCIAL PERSPECTIVES

  SEC file number 801-63811 · PLEASANTON, CA

  $66.5M AUM
• CRESTPOINT CAPITAL MANAGEMENT, LLC

  SEC file number 801-78404 · 1 employees

  $66.4M AUM
• SOUTHWEST VALUE PARTNERS ENTERPRISE LLC

  SEC file number 801-74277 · SAN DIEGO, CA · 34 employees

  $66.4M AUM
• HAYDEN & ROSS FINANCIAL ADVISORS, P.A.

  SEC file number 801-67279 · MOSCOW, ID

  $66.4M AUM
• TRIPP FINANCIAL CONSULTANTS, INC.

  SEC file number 801-20798 · ROCKVILLE, MD

  $66.3M AUM
• ALLFINANCIAL PARTNERS II, LLC

  SEC file number 801-79231 · BOCA RATON, FL · 3 employees

  $66.3M AUM
• KINYAN CAPITAL MANAGEMENT LLC

  SEC file number 801-77678 · NEW YORK, NY · 2 employees

  $66.3M AUM
• TRW INVESTMENTS, LLC

  SEC file number 801-69203 · LOS ANGELES, CA

  $66.3M AUM
• THREE ZERO THREE CAPITAL PARTNERS, LLC

  SEC file number 801-66707 · CHICAGO, IL

  $66.3M AUM
• ALTON CAPITAL MANAGEMENT, INC.

  SEC file number 801-64131 · ALTON, IL

  $66.3M AUM
• PREMIER INVESTMENT ADVISORY SERVICES, INC.

  SEC file number 801-70185 · ADA, OK

  $66.2M AUM
• THREE G FINANCIAL, LLC.

  SEC file number 801-69579 · LAS VEGAS, NV

  $66.2M AUM
• CAPITAL INVESTMENT MANAGEMENT, LLC

  SEC file number 801-70367 · ROSEVILLE, CA · 4 employees

  $66.2M AUM
• RICH ADVISORY CORP

  SEC file number 801-15442 · 3 employees

  $66.2M AUM
• FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC

  SEC file number 801-61949 · CORALVILLE, IA · 5 employees

  $66.2M AUM
• MONTVUE CAPITAL MANAGEMENT, INC.

  SEC file number 801-62862 · LYNCHBURG, VA

  $66.1M AUM
• LAGUNA FINANCIAL GROUP, INC.

  SEC file number 801-70800 · LAGUNA BEACH, CA

  $66.1M AUM
• WARWICK GROUP II, INC.

  SEC file number 801-73801 · RIDGEFIELD, CT · 2 employees

  $66.1M AUM
• MARTIN CAPITAL MANAGEMENT, LLC

  SEC file number 801-72271 · ELKHART, IN · 4 employees

  $66.1M AUM
• JAMES STEVEN WELCH

  SEC file number 801-63716 · GRANTS PASS, OR

  $66M AUM
• TERREN GEORGE BERG

  SEC file number 801-69306

  $66M AUM
• HMS CAPITAL MANAGEMENT, LLC

  SEC file number 801-70027 · NASHVILLE, TN

  $66M AUM
• DORION GRAY FINANCIAL SERVICES INC.

  SEC file number 801-62870 · CRYSTAL LAKE, IL

  $66M AUM
• D.R. SAUR FINANCIAL, INC.

  SEC file number 801-67573 · DALLAS, TX

  $66M AUM
• MUNDOVAL CAPITAL MANAGEMENT, INC.

  SEC file number 801-63477 · LA JOLLA, CA · 4 employees

  $65.9M AUM
• PRESTON & CLEVELAND WEALTH MANAGEMENT, LLC

  SEC file number 801-67724 · MCDONOUGH, GA

  $65.9M AUM
• CONGRESS CAPITAL PARTNERS, LLP

  SEC file number 801-79030 · BOSTON, MA · 4 employees

  $65.9M AUM
• DUNMOYLE CAPITAL ADVISORS, LLC

  SEC file number 801-71529 · PITTSBURGH, PA · 4 employees

  $65.8M AUM
• CAPES CAPITAL MANAGEMENT, INC.

  SEC file number 801-61027 · NORFOLK, VA

  $65.8M AUM