Form ADV search

13950 results, page 229 of 279.

• INVESTMENTS BY PLANNERS, INC.

  SEC file number 801-54838 · BOCA RATON, FL

  $58.4M AUM
• GREY OWL CAPITAL MANAGEMENT, LLC

  SEC file number 801-70120 · FALLS CHURCH, VA · 3 employees

  $58.4M AUM
• CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

  SEC file number 801-67247 · VALENCIA, CA · 3 employees

  $58.3M AUM
• BILLS ASSET MANAGEMENT

  SEC file number 801-61871

  $58.3M AUM
• FINANCIAL DESIGN & MANAGEMENT INC

  SEC file number 801-22845 · EASTON, CT

  $58.3M AUM
• MWM INVESTMENT CONSULTING, LLC

  SEC file number 801-70482 · NAPLES, FL

  $58.3M AUM
• ALPHA CAPITAL RESEARCH, LLC

  SEC file number 801-58247 · GLASTONBURY, CT · 2 employees

  $58.2M AUM
• KELLY, WILLIAM, ANTHONY

  SEC file number 801-71346 · BRAINTREE, MA

  $58.2M AUM
• MACE CAPITAL MANAGEMENT, LLC

  SEC file number 801-68603 · NEW YORK, NY · 1 employees

  $58.2M AUM
• ROYAL PALMS CAPITAL, LLC

  SEC file number 801-64231 · ROLLING HILLS EST., CA

  $58.2M AUM
• RATIONAL ASSET MANAGEMENT COMPANY

  SEC file number 801-73603 · NEW YORK, NY · 6 employees

  $58.2M AUM
• ALPHA ADVISORS, LLC

  SEC file number 801-66216 · RICHMOND, VA

  $58.1M AUM
• FILOMENO WEALTH MANAGEMENT, LLC

  SEC file number 801-68464 · WEST HARTFORD, CT · 8 employees

  $58.1M AUM
• TITUS WEALTH MANAGEMENT, INCORPORATED

  SEC file number 801-67963 · LARKSPUR, CA

  $58M AUM
• ARMADA ADVISORS, INC.

  SEC file number 801-70226 · PENSACOLA, FL

  $58M AUM
• LAVA CREEK CAPITAL MANAGEMENT, LLC

  SEC file number 801-77230 · SAN FRANCISCO, CA

  $58M AUM
• MANAGED FINANCIAL SERVICES CORP INC

  SEC file number 801-56058 · HOUSTON, TX

  $58M AUM
• DECKERT FINANCIAL MANAGEMENT INC

  SEC file number 801-60973 · NORTH CHESTERFIELD, VA

  $57.9M AUM
• SABIN INVESTMENT MANAGEMENT, INC.

  SEC file number 801-79455 · 4 employees

  $57.9M AUM
• JOLLIFFE CAPITAL, INC.

  SEC file number 801-67488 · 1 employees

  $57.8M AUM
• A. J. PERRY & COMPANY, INC.

  SEC file number 801-24859 · BALTIMORE, MD

  $57.8M AUM
• EQA PARTNERS, LP

  SEC file number 801-70192 · STAMFORD, CT

  $57.7M AUM
• THIRD STREET ADVISORS, LLC

  SEC file number 801-60319 · GENEVA, IL

  $57.7M AUM
• KAPUSTA FINANCIAL GROUP, INC.

  SEC file number 801-67805 · PITTSBURGH, PA

  $57.7M AUM
• KELLER INVESTMENT MANAGEMENT INC

  SEC file number 801-36438

  $57.7M AUM
• CARNEGIE CAPITAL ADVISORS LLC

  SEC file number 801-54962 · CHARLOTTE, NC

  $57.7M AUM
• PIOT ASSOCIATES LLC

  SEC file number 801-56159 · 2 employees

  $57.7M AUM
• MSREF V, L.L.C.

  SEC file number 801-63729 · NEW YORK, NY · 347 employees

  $57.5M AUM
• TAGLICH BROTHERS, INC.

  SEC file number 801-68376 · COLD SPRING HARBOR, NY · 9 employees

  $57.5M AUM
• DEVON CONSULTING LTD

  SEC file number 801-34127 · ROCHESTER, NY · 1 employees

  $57.4M AUM
• PEGASUS GROUP, LLC

  SEC file number 801-60436 · MONTEBELLO, NY · 2 employees

  $57.4M AUM
• OCEANIQ CAPITAL, LLC

  SEC file number 801-78245 · REDWOOD SHORES, CA · 3 employees

  $57.3M AUM
• KLOPP INVESTMENT MANAGEMENT LLC

  SEC file number 801-52887 · CLEVELAND, OH

  $57.3M AUM
• SIEBERT INVESTMENT ADVISORS, INC.

  SEC file number 801-81100 · NEW YORK, NY · 5 employees

  $57.3M AUM
• CAPSTONE WEALTH MANAGEMENT, LLC

  SEC file number 801-64487 · TUSCALOOSA, AL

  $57.3M AUM
• BANDON CAPITAL MANAGEMENT, LLC

  SEC file number 801-68367 · PORTLAND, OR

  $57.3M AUM
• CHESAPEAKE ASSET MANAGEMENT CO INC

  SEC file number 801-48543 · GAITHERSBURG, MD

  $57.2M AUM
• CENTAUR PERFORMANCE GROUP, LLC

  SEC file number 801-65170 · RANCHO SANTA FE, CA · 8 employees

  $57.1M AUM
• JACKSON PARK CAPITAL, LLC

  SEC file number 801-77396 · ALPINE, UT · 2 employees

  $57.1M AUM
• DAKOTA WM, LLC

  SEC file number 801-71194

  $57.1M AUM
• POINTOAK ADVISORS, LLC

  SEC file number 801-70000 · BETHESDA, MD

  $57.1M AUM
• CONSOLIDATED ASSET MANAGEMENT LTD

  SEC file number 801-25365 · SOUTHPORT, NC

  $57.1M AUM
• TMFS-MEMPHIS, LLC

  SEC file number 801-70293 · MEMPHIS, TN

  $57.1M AUM
• HALL PRIVATE WEALTH ADVISORS

  SEC file number 801-84171 · SOLANA BEACH, CA · 3 employees

  $57M AUM
• SHERWOLD G W ASSOCIATES INC

  SEC file number 801-46883 · LAKE FOREST, CA

  $57M AUM
• FS ONEEQUITY MANAGER GP, LLC

  SEC file number 801-106783 · PHILADELPHIA, PA · 53 employees

  $57M AUM
• FS ONEEQUITY SLP, LP

  SEC file number 801-106787 · PHILADELPHIA, PA · 53 employees

  $57M AUM
• MERRITHEW & THORSTEN, INC.

  SEC file number 801-63848 · SAN DIEGO, CA

  $57M AUM
• WORLD CAPITAL ADVISORS, LLC

  SEC file number 801-79761 · DENVER, CO · 1 employees

  $57M AUM
• THE HEADLANDS GROUP, INC

  SEC file number 801-25385 · LARKSPUR, CA

  $57M AUM