Form ADV search

13950 results, page 239 of 279.

• WEINBERGER ASSET MANAGEMENT, INC

  SEC file number 801-45364 · LOS ANGELES, CA

  $46.2M AUM
• TURLOFF FINANCIAL CONSULTING INC.

  SEC file number 801-69051

  $46.2M AUM
• ESTATE MANAGEMENT COUNSELORS,LLC

  SEC file number 801-66963 · ATLANTA, GA

  $46.2M AUM
• CHARTER CAPITAL MANAGEMENT, LLC

  SEC file number 801-62634 · 3 employees

  $46.1M AUM
• RANDOLPH CAPITAL MANAGEMENT INC

  SEC file number 801-57395

  $46.1M AUM
• CROSS FINANCIAL SERVICES

  SEC file number 801-77412 · FRANKLIN, IN · 2 employees

  $46M AUM
• DELTA FINANCIAL ADVISORS, INC

  SEC file number 801-71210

  $46M AUM
• MILLER, BRUCE W.

  SEC file number 801-66094 · PORTLAND, OR

  $46M AUM
• SOHO FINANCIAL SERVICES LLC

  SEC file number 801-67481 · HENDERSON, NV

  $46M AUM
• HARRISON & COMPANY WEALTH MANAGEMENT, LLC

  SEC file number 801-70156 · ROANOKE, VA

  $46M AUM
• ASC WEALTH & RETIREMENT ADVISORS LLC

  SEC file number 801-96217 · APPLETON, WI · 2 employees

  $45.9M AUM
• HOLLAND INVESTMENT MANAGEMENT, INC.

  SEC file number 801-72764 · FORT WORTH, TX

  $45.9M AUM
• WEALTH MANAGEMENT SOLUTIONS, LLC

  SEC file number 801-67190 · SCOTTSDALE, AZ

  $45.8M AUM
• RUNNYMEDE CAPITAL ADVISORS, INC.

  SEC file number 801-62446

  $45.7M AUM
• CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC

  SEC file number 801-64485 · DUBLIN, OH

  $45.7M AUM
• INVESTORS CAPITAL MANAGEMENT INC

  SEC file number 801-40164 · ROWAYTON, CT

  $45.6M AUM
• M.D. SASS, LLC

  SEC file number 801-78002 · NEW YORK, NY · 16 employees

  $45.6M AUM
• RICHARDSON FINANCIAL SERVICES

  SEC file number 801-67423 · MEDWAY, MA

  $45.6M AUM
• PETER WILLIAM JOHNSON, JR.

  SEC file number 801-67418 · SUNNYVALE, CA

  $45.5M AUM
• SIBILLA CAPITAL MANAGEMENT LLC

  SEC file number 801-75511 · NEW YORK, NY · 3 employees

  $45.5M AUM
• ABERNATHY INVESTMENT MANAGEMENT, LLC

  SEC file number 801-66854

  $45.5M AUM
• BRIAN S. PEARCE, INC.

  SEC file number 801-63903 · WINTER HAVEN, FL

  $45.5M AUM
• NEW SKY CAPITAL LLC

  SEC file number 801-77491 · PHILADELPHIA, PA · 1 employees

  $45.5M AUM
• RFM FINANCIAL SOLUTIONS, LLC

  SEC file number 801-66252 · MT. PLEASANT, MI

  $45.5M AUM
• BAKER & YOEST INVESTMENT ADVISERS, INC.

  SEC file number 801-69912 · NORTHBROOK, IL

  $45.5M AUM
• MOK STANLEY QUION

  SEC file number 801-68939 · LOS ALTOS, CA

  $45.4M AUM
• EAGLE INVESTMENT ADVISORS, LLC

  SEC file number 801-67955 · DOWNINGTOWN, PA

  $45.4M AUM
• STRATEGIC SWISS ADVISORS SARL

  SEC file number 801-78725 · 2 employees

  $45.4M AUM
• SFX FINANCIAL ADVISORY MANAGEMENT ENTERPRISES INC

  SEC file number 801-42329 · WASHINGTON, DC

  $45.4M AUM
• TREECE INVESTMENT ADVISORY CORP

  SEC file number 801-66712 · TOLEDO, OH

  $45.4M AUM
• SCHUYLKILL CAPITAL MANAGEMENT, LLC

  SEC file number 801-37926 · PHILADELPHIA, PA

  $45.3M AUM
• BLACKSTONE COMMUNICATIONS ADVISORS I LLC

  SEC file number 801-57640 · NEW YORK, NY · 203 employees

  $45.3M AUM
• OCEANSTONE CAPITAL MANAGEMENT, INC

  SEC file number 801-67071 · 1 employees

  $45.3M AUM
• WAVERLEY WEALTH MANAGEMENT LLC

  SEC file number 801-72090 · MOUNTAIN VIEW, CA

  $45.2M AUM
• NORTHSTAR FINANCIAL ADVISORS LLC

  SEC file number 801-71608 · 1 employees

  $45.2M AUM
• NEW ALBANY CAPITAL PARTNERS, LLC

  SEC file number 801-68296 · BLUFFTON, SC · 1 employees

  $45.1M AUM
• BORTHWICK ASSOCIATES, INC.

  SEC file number 801-16872 · CHICAGO, IL

  $45.1M AUM
• DENTAL WEALTH ADVISORS, LLC

  SEC file number 801-71549 · KIRKLAND, WA

  $45.1M AUM
• ALLEN G B ASSOCIATES INC.

  SEC file number 801-56544 · PARAMUS, NJ

  $45M AUM
• AVONDALE WEALTH MANAGEMENT LLC

  SEC file number 801-71174 · DALLAS, TX

  $45M AUM
• CAPITAL COVE BANCORP LLC

  SEC file number 801-72018 · NEWPORT BEACH, CA

  $45M AUM
• COMPREHENSIVE PROGRAMS, INC.

  SEC file number 801-56355 · VOORHEES, NJ

  $45M AUM
• CS ADVISORS INC.

  SEC file number 801-67680 · BOCA RATON, FL

  $45M AUM
• FORESIGHT ASSET MANAGEMENT, LLC

  SEC file number 801-66649 · KNOXVILLE, TN

  $45M AUM
• GASKIN WEALTH MANAGEMENT, LLC

  SEC file number 801-67709 · DANVILLE, CA

  $45M AUM
• GRATKE WEALTH, LLC

  SEC file number 801-68835 · BEAVERTON, OR

  $45M AUM
• HOLLIS CAPITAL MANAGEMENT, LLC

  SEC file number 801-63491 · SAN FRANCISCO, CA

  $45M AUM
• IEA WEALTH MANAGEMENT LLC

  SEC file number 801-70968 · ANKENY, IA

  $45M AUM
• INGLESIDE ADVISORS, LLC

  SEC file number 801-73916 · NEW YORK, NY

  $45M AUM
• IRI INVESTMENT ADVISORS, LLC

  SEC file number 801-72286 · IRVINE, CA

  $45M AUM