Form ADV search

13950 results, page 230 of 279.

• NORTHWEST CASH FLOW SOLUTIONS

  SEC file number 801-71193

  $56.9M AUM
• EFFICIENT WEALTH MANAGEMENT LLC

  SEC file number 801-71495 · THE WOODLANDS, TX

  $56.9M AUM
• KENDALL CAPITAL MANAGEMENT

  SEC file number 801-64076 · ROCKVILLE, MD

  $56.8M AUM
• INVESTMENT MANAGEMENT ADVISORS, INC.

  SEC file number 801-66530 · NEW YORK, NY · 1 employees

  $56.8M AUM
• JAFFE WEALTH MANAGEMENT & CONSULTING, INC.

  SEC file number 801-68875 · MEMPHIS, TN

  $56.8M AUM
• MITLIN FINANCIAL, INC.

  SEC file number 801-79353 · HAUPPAUGE, NY · 2 employees

  $56.8M AUM
• GIBSON FINANCIAL SOLUTIONS, L.L.C.

  SEC file number 801-69199 · ELLSWORTH, ME

  $56.8M AUM
• JACOB WILLIAM, INC.

  SEC file number 801-70594 · TIMONIUM, MD

  $56.7M AUM
• MILLENNIUM ADVISORY SERVICES, INC.

  SEC file number 801-62973 · GLEN ALLEN, VA

  $56.6M AUM
• CROSS FINANCIAL SERVICES CORPORATION

  SEC file number 801-67917 · SAN ANTONIO, TX

  $56.5M AUM
• ASSET SOLUTIONS, INC.

  SEC file number 801-64121 · LITTLETON, CO

  $56.5M AUM
• GARDNER ASSET MANAGEMENT LLC

  SEC file number 801-63337 · DALLAS, TX

  $56.5M AUM
• CAP ADVISORS LLC

  SEC file number 801-58006

  $56.4M AUM
• CROSS BORDER PLANNING, LLC

  SEC file number 801-77111 · 4 employees

  $56.4M AUM
• STEELE INVESTMENT COUNSEL, LTD.

  SEC file number 801-21988 · DUBLIN, OH

  $56.4M AUM
• COMMUNITY INVESTMENT PARTNERS, INC.

  SEC file number 801-71429 · BETHESDA, MD · 33 employees

  $56.4M AUM
• HUSIC CAPITAL MANAGEMENT

  SEC file number 801-27298 · SAN FRANCISCO, CA

  $56.3M AUM
• OM INVESTMENT MANAGEMENT, LLC

  SEC file number 801-68414 · TAMPA, FL

  $56.3M AUM
• REA, JOHN DAVID

  SEC file number 801-67091 · YARDLEY, PA

  $56.1M AUM
• DOMINION WEALTH MANAGEMENT, INC.

  SEC file number 801-78182 · RESTON, VA · 2 employees

  $56.1M AUM
• GOLDBERG, LEONARD L

  SEC file number 801-62499

  $56.1M AUM
• TOOMEY INVESTMENT MANAGEMENT, INC

  SEC file number 801-66540 · WALLINGFORD, CT

  $56.1M AUM
• INNOVATIVE WEALTH STRATEGIES, LLC

  SEC file number 801-68551 · SCOTTSDALE, AZ

  $56.1M AUM
• TMFS-PHILADELPHIA II, LLC

  SEC file number 801-70900 · CHERRY HILL, NJ

  $56M AUM
• CLEARVEST, LLC

  SEC file number 801-78390 · NEW YORK, NY · 6 employees

  $56M AUM
• FINANCIAL DESIGNS OF VIRGINIA, INC.

  SEC file number 801-68590 · VIRGINIA BEACH, VA

  $56M AUM
• FIRST AMERICAN FINANCIAL ADVISORS INC.

  SEC file number 801-79968 · ALBUQUERQUE, NM · 1 employees

  $56M AUM
• OUTSTANDING VALUE FINANCIAL MANAGEMENT, LLC

  SEC file number 801-71098

  $56M AUM
• UHLMANN INVESTMENT MANAGEMENT, LLC

  SEC file number 801-80413 · CHICAGO, IL · 9 employees

  $56M AUM
• CYPRESS ASSET MANAGEMENT, INC.

  SEC file number 801-68968 · PEORIA HEIGHTS, IL

  $55.9M AUM
• PROFESSIONAL INVESTMENT MANAGEMENT INC

  SEC file number 801-14008 · COLUMBUS, OH · 6 employees

  $55.9M AUM
• CORNERSTONE FINANCIAL GROUP,LLC

  SEC file number 801-64118 · OMAHA, NE

  $55.9M AUM
• RIVER STREET ADVISORS, LLC

  SEC file number 801-71490 · AURORA, IL

  $55.9M AUM
• FIRST INVESTMENT CORPORATION

  SEC file number 801-24481 · BARTLESVILLE, OK

  $55.8M AUM
• DOUGHERTY & COMPANY LLC

  SEC file number 801-68309 · MINNEAPOLIS, MN

  $55.8M AUM
• LOGIC CAPITAL MANAGEMENT, LLP

  SEC file number 801-65640 · HOUSTON, TX

  $55.8M AUM
• WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

  SEC file number 801-69116 · EXTON, PA

  $55.7M AUM
• HAVERDINK FINANCIAL MANAGEMENT, LLC

  SEC file number 801-67126 · PORTAGE, MI

  $55.7M AUM
• SEAVIEW GLOBAL ADVISORS LLC

  SEC file number 801-70278 · 1 employees

  $55.7M AUM
• FULLER HYLAND ADVISORS LLC

  SEC file number 801-57402 · LAKE FOREST, IL

  $55.7M AUM
• INCOMAR INVESTMENTS, LLC

  SEC file number 801-67611 · HOUSTON, TX

  $55.6M AUM
• C & C FINANCIAL SERVICES, INC.

  SEC file number 801-47062 · GREAT NECK, NY · 2 employees

  $55.6M AUM
• TECHNICAL MANAGEMENT GROUP, INC.

  SEC file number 801-71488

  $55.6M AUM
• ADVANCED FINANCIAL PLANNING, L.P.

  SEC file number 801-64251 · ARLINGTON, TX

  $55.5M AUM
• VIGILANT INVESTMENT ADVISORS, LLC

  SEC file number 801-70722 · CENTERVILLE, UT · 2 employees

  $55.5M AUM
• TRI-STAR ADVISORS INC.

  SEC file number 801-70769 · HOUSTON, TX · 4 employees

  $55.5M AUM
• MIDSUMMER CAPITAL, LLC.

  SEC file number 801-65508 · NEW YORK, NY · 5 employees

  $55.5M AUM
• MITCHELL VAUGHT & TAYLOR INC

  SEC file number 801-52668 · CHICAGO, IL · 5 employees

  $55.4M AUM
• CARDINAL WEALTH ADVISORY, LLC

  SEC file number 801-64704 · MEMPHIS, TN

  $55.4M AUM
• TMFS-DAYTON, LLC

  SEC file number 801-70677 · DAYTON, OH

  $55.4M AUM