Form ADV search

13950 results, page 232 of 279.

• ADAG, LLC

  SEC file number 801-78328 · COLUMBIA, MD · 7 employees

  $54.1M AUM
• WELLESLEY ASSET MANAGEMENT, LLC

  SEC file number 801-66775

  $54.1M AUM
• HOUSTOUN CAPITAL MANAGEMENT, INC.

  SEC file number 801-66879 · BETHESDA, MD

  $54.1M AUM
• HUGHES WARREN, INC.

  SEC file number 801-71343 · OKLAHOMA CITY, OK

  $54.1M AUM
• DEVONSHIRE ASSET MANAGEMENT, INC.

  SEC file number 801-71203 · STONEHAM, MA

  $54M AUM
• MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

  SEC file number 801-66161

  $54M AUM
• DREHER COMPANY INC.

  SEC file number 801-64477 · SAN ANGELO, TX

  $54M AUM
• DANIEL TEPLITZ & ASSOCIATES FINANCIAL ADVISORS, LLC

  SEC file number 801-64678 · OLD BRIDGE, NJ

  $54M AUM
• AMERICAN SERVICE CORP.

  SEC file number 801-68295 · GRESHAM, OR

  $54M AUM
• CLIFTON, ROGER LAMBERT

  SEC file number 801-68032

  $54M AUM
• CORBY ASSET MANAGEMENT, LLC

  SEC file number 801-67120 · BOSTON, MA · 6 employees

  $54M AUM
• CROSSCAP MANAGEMENT, INC.

  SEC file number 801-65859 · HOUSTON, TX

  $54M AUM
• CROSSPOINT CAPITAL STRATEGIES, LLC

  SEC file number 801-77134 · SAN FRANCISCO, CA · 2 employees

  $54M AUM
• CLARITY HOLDINGS, LLC

  SEC file number 801-68232 · CHICAGO, IL

  $54M AUM
• ST. COLUMBANUS AG

  SEC file number 801-78990 · 1 employees

  $54M AUM
• HARMAN INVESTMENT ADVISORS INCORPORATED

  SEC file number 801-65036 · CHICAGO, IL

  $54M AUM
• TATRO CAPITAL, LLC

  SEC file number 801-72224 · NICHOLASVILLE, KY · 3 employees

  $54M AUM
• OCEAN AVENUE CAPITAL ADVISORS, INC.

  SEC file number 801-70348 · SANTA MONICA, CA

  $54M AUM
• BOSTON RETIREMENT ADVISORS,LLC

  SEC file number 801-68403 · SALEM, NH

  $53.9M AUM
• TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

  SEC file number 801-69089 · COSTA MESA, CA · 8 employees

  $53.9M AUM
• MARLOWE PARTNERS LP

  SEC file number 801-79314 · NEW YORK, NY · 6 employees

  $53.9M AUM
• WELLS FARGO BANK N.A.

  SEC file number 801-72865 · MINNEAPOLIS, MN

  $53.9M AUM
• CAREY CONSULTING WEALTH MANAGEMENT, INC.

  SEC file number 801-81095 · ALAMO, CA · 1 employees

  $53.8M AUM
• WILMERDING MILLER & CO INC

  SEC file number 801-12830 · 2 employees

  $53.8M AUM
• BLOCK WEALTH MANAGEMENT, INC

  SEC file number 801-68795 · SAN DIEGO, CA

  $53.8M AUM
• CONFIDENTIAL PLANNING I, LLC

  SEC file number 801-69184 · EAST SYRACUSE, NY · 9 employees

  $53.8M AUM
• INVESTMENT MANAGEMENT ASSOCIATES

  SEC file number 801-14574 · DENVER, CO

  $53.7M AUM
• PINNACLE FAMILY ADVISORS, LLC

  SEC file number 801-68589 · SPRINGFIELD, MO

  $53.7M AUM
• THE STEWARDSHIP CENTER,INC.

  SEC file number 801-56923

  $53.7M AUM
• ZEIT CAPITAL LLC

  SEC file number 801-70733 · SEATTLE, WA

  $53.6M AUM
• R.J. HEALY & COMPANY

  SEC file number 801-68033 · LAFAYETTE, CA

  $53.6M AUM
• GAINESWOOD INVESTMENT MANAGEMENT, INC.

  SEC file number 801-69900 · BALTIMORE, MD

  $53.6M AUM
• A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD.

  SEC file number 801-66502 · WILMETTE, IL

  $53.6M AUM
• LASALLE INVESTMENT ADVISORS, INC.

  SEC file number 801-55988 · PEWAUKEE, WI

  $53.6M AUM
• BLEECK FINANCIAL MANAGEMENT, INC.

  SEC file number 801-68920 · BURLINGAME, CA

  $53.6M AUM
• WILSHIRE-PENNINGTON GROUP, INC.

  SEC file number 801-67795 · OKLAHOMA CITY, OK

  $53.6M AUM
• JVL ADVISORS, L.L.C.

  SEC file number 801-77859 · HOUSTON, TX · 4 employees

  $53.6M AUM
• FINLEY FINANCIAL, LLC

  SEC file number 801-63126 · MCMINNVILLE, OR

  $53.6M AUM
• WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

  SEC file number 801-56179 · WAKEFIELD, MA · 3 employees

  $53.5M AUM
• MAXOUT SAVINGS ADVISORS LLC

  SEC file number 801-64827 · HOUSTON, TX

  $53.5M AUM
• BAKER STREET CAPITAL MANAGEMENT, LLC

  SEC file number 801-77908 · LOS ANGELES, CA · 3 employees

  $53.5M AUM
• TOWNSEND PERSONAL FINANCIAL PLANNING, LLC

  SEC file number 801-65998 · COLUMBUS, GA

  $53.5M AUM
• DA CAPITAL LLC

  SEC file number 801-65666 · NEW YORK, NY · 8 employees

  $53.4M AUM
• WEISS CAPITAL MANAGEMENT, INC.

  SEC file number 801-63699

  $53.4M AUM
• WISCONSIN WEALTH ADVISORS, LLC

  SEC file number 801-68648 · SUN PRAIRIE, WI · 4 employees

  $53.4M AUM
• RACON CAPITAL PARTNERS LLC

  SEC file number 801-77629 · MILWAUKEE, WI · 6 employees

  $53.4M AUM
• GRACE CAPITAL MANAGEMENT, LLC

  SEC file number 801-70102 · AUSTIN, TX

  $53.4M AUM
• THE RETIREMENT GUYS FORMULA LLC

  SEC file number 801-78449 · MAUMEE, OH · 2 employees

  $53.4M AUM
• K.A. RADIGAN, LLC

  SEC file number 801-63541 · 1 employees

  $53.3M AUM
• BARRINGTON ASSET MANAGEMENT, INC.

  SEC file number 801-62938 · CHICAGO, IL

  $53.3M AUM