Form ADV search

13950 results, page 231 of 279.

• SUNDERMANN CAPITAL MANAGEMENT LLC

  SEC file number 801-14393 · GREENWOOD VILLAGE, CO

  $55.4M AUM
• KELLY CAPITAL MANAGEMENT, LLC

  SEC file number 801-63352 · CHADDS FORD, PA

  $55.3M AUM
• LIBERTY ASSET MANAGEMENT, INC.

  SEC file number 801-68233 · WILLOWBROOK, IL

  $55.3M AUM
• SPITFIRE CAPITAL LLC

  SEC file number 801-78321 · MILL VALLEY, CA · 4 employees

  $55.2M AUM
• GEOCAPITAL LLC

  SEC file number 801-14956 · HARRISON, NY · 2 employees

  $55.2M AUM
• HACKETHAL, GREGG, DESMOND

  SEC file number 801-70580 · SANTA BARBARA, CA

  $55.1M AUM
• ALLISON INVESTMENT MANAGEMENT, LLC

  SEC file number 801-67202 · COLUMBIA, SC

  $55.1M AUM
• RON DENK INVESTMENT ADVISORY SERVICES, LTD.

  SEC file number 801-62600 · PHOENIX, AZ

  $55.1M AUM
• COLIN, BRUCE TED

  SEC file number 801-69400

  $55.1M AUM
• PATHWAYS FINANCIAL PARTNERS,INC.

  SEC file number 801-62327 · TUCSON, AZ

  $55M AUM
• CORE INVESTMENT MANAGEMENT

  SEC file number 801-72441 · SAN DIEGO, CA

  $55M AUM
• GRANGE CAPITAL, LLC

  SEC file number 801-63209 · PORTLAND, OR

  $55M AUM
• HERITAGE FINANCIAL NETWORK, INC.

  SEC file number 801-70522 · CONCORD, MA

  $55M AUM
• IMUS WILKINSON INVESTMENT MANAGEMENT, LLC

  SEC file number 801-72347 · TUCSON, AZ

  $55M AUM
• MCGRATH & ASSOCIATES, INC.

  SEC file number 801-66301 · ASHEVILLE, NC

  $55M AUM
• MH INVESTMENT MANAGEMENT INC

  SEC file number 801-55917 · 3 employees

  $55M AUM
• M.K. BROWN WEALTH ADVISORY, LLC

  SEC file number 801-67388 · KETTERING, OH

  $55M AUM
• WEALTHMD CORPORATION

  SEC file number 801-71274 · LOUISVILLE, KY

  $55M AUM
• SWENSON JACK WENDELL

  SEC file number 801-10330 · WESTON, MA

  $55M AUM
• CONVERGENT WEALTH ADVISORS, LLC

  SEC file number 801-67788 · BEVERLY HILLS, CA · 2 employees

  $54.9M AUM
• GNI CAPITAL INC.

  SEC file number 801-64110 · GREENVILLE, SC · 4 employees

  $54.9M AUM
• LEDONNE EDMOND V

  SEC file number 801-37085 · ARMONK, NY · 4 employees

  $54.9M AUM
• ISPARTNERS INVESTMENT SOLUTIONS AG

  SEC file number 801-79023 · 9 employees

  $54.9M AUM
• HUNTLEIGH BYRNE INVESTMENT ADVISORS INC

  SEC file number 801-31877 · ST LOUIS, MO

  $54.8M AUM
• CAPITAL CONSULTING GROUP, LLC

  SEC file number 801-67934 · NAPLES, FL

  $54.8M AUM
• J M BROWN & ASSOCIATES, INC.

  SEC file number 801-60831 · TULSA, OK

  $54.8M AUM
• RETIREMENT CAPITAL MANAGEMENT, LLC

  SEC file number 801-81099 · MURFREESBORO, TN · 1 employees

  $54.7M AUM
• COSNER FINANCIAL GROUP, LLC

  SEC file number 801-71223 · MIDLAND, TX

  $54.6M AUM
• ALM ADVISORS, INC.

  SEC file number 801-49797 · PASADENA, CA

  $54.6M AUM
• QUEST CAPITAL STRATEGIES, INC.

  SEC file number 801-77927 · LAKE FOREST, CA · 7 employees

  $54.6M AUM
• MILLENIA FINANCIAL PARTNERS INC

  SEC file number 801-62332

  $54.6M AUM
• SALTMARSH FINANCIAL ADVISORS, L.L.C.

  SEC file number 801-68132 · PENSACOLA, FL

  $54.6M AUM
• LOPEZ WEALTH MANAGEMENT, LLC

  SEC file number 801-63803 · ABINGDON, VA

  $54.5M AUM
• WEALTH AND PENSION SERVICES GROUP INC.

  SEC file number 801-70843 · SMYRNA, GA

  $54.5M AUM
• LUMMIS ASSET MANAGEMENT, L.P.

  SEC file number 801-63795 · FORT WORTH, TX

  $54.5M AUM
• SCURLYDOG CAPITAL, LLC

  SEC file number 801-68406 · FAIR HAVEN, NJ

  $54.5M AUM
• THE HOLBEN GROUP, LLC

  SEC file number 801-71647 · DENVER, CO

  $54.5M AUM
• NAKOMA CAPITAL MANAGEMENT, LLC

  SEC file number 801-57752 · MADISON, WI

  $54.5M AUM
• MCCOMSEY ASSET MANAGEMENT, LLC

  SEC file number 801-65013 · LOS ANGELES, CA

  $54.4M AUM
• WATTERS FINANCIAL SERVICES, LLC

  SEC file number 801-64419 · PARAMUS, NJ

  $54.3M AUM
• STONEGATE WEALTH MANAGEMENT, LLC

  SEC file number 801-63331 · CARY, NC · 2 employees

  $54.3M AUM
• WEALTH PLANNING CONCEPTS, LLC

  SEC file number 801-70997 · ROCKVILLE, MD

  $54.3M AUM
• STRATEGIC WEALTH MANAGEMENT GROUP, INC.

  SEC file number 801-61033 · STUART, FL

  $54.2M AUM
• AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

  SEC file number 801-70422 · DOWNERS GROVE, IL

  $54.2M AUM
• PLANNING CAPITAL MANAGEMENT CORP.

  SEC file number 801-63778 · HADDONFIELD, NJ

  $54.2M AUM
• ELY PRUDENT PORTFOLIOS, LLC

  SEC file number 801-67409 · CHICO, CA

  $54.2M AUM
• SEIFFERT LTD.

  SEC file number 801-64100 · BETHESDA, MD

  $54.2M AUM
• LYTLE INVESTMENT SERVICES CORP

  SEC file number 801-57938 · GRAND ISLAND, NY · 4 employees

  $54.2M AUM
• IRONWOOD WEALTH ADVISORS, LLC

  SEC file number 801-72067 · SCOTTSDALE, AZ

  $54.1M AUM
• THE SIMMONS PARTNERSHIP, LLC

  SEC file number 801-72192 · TOWSON, MD

  $54.1M AUM