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Form ADV search

SEC-registered investment advisers from Form ADV, cross-linked to Form D filings.

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KEITH KELVIN ANDERSON
SEC file number 801-63942

$45M AUM
KRESKO HOLDINGS INC.
SEC file number 801-71060 · SAN ANTONIO, TX

$45M AUM
LIBERTY WEALTH MANAGEMENT, LLC
SEC file number 801-69691 · SANTA ANA, CA

$45M AUM
NEW PERSPECTIVES, INC.
SEC file number 801-64059 · RIDGELAND, MS

$45M AUM
REDROCK WEALTH MANAGEMENT LLC
SEC file number 801-68386 · LAS VEGAS, NV

$45M AUM
RONALD STEVEN PEARSON
SEC file number 801-67513

$45M AUM
SEDONA ASSET MANAGEMENT SERVICES, LLC
SEC file number 801-63380

$45M AUM
SUMMIT GLOBAL MANAGEMENT INC.
SEC file number 801-19737 · LA JOLLA, CA · 6 employees

$45M AUM
CHAMPION FINANCIAL PLANNING GROUP, LLC
SEC file number 801-69040

$45M AUM
CAMBRIDGE FINANCIAL SERVICES, LTD
SEC file number 801-30978 · RICHMOND, VA

$45M AUM
PHILLIPS RAY CAPITAL MANAGEMENT, INC.
SEC file number 801-66903 · FORT WORTH, TX

$45M AUM
STOCK MANAGEMENT LLC
SEC file number 801-67769

$45M AUM
AMERICAN INVESTMENT ADVISORS INC
SEC file number 801-56272 · MADISON, WI

$44.9M AUM
H. S. DREHER CAPITAL MANAGEMENT LLC
SEC file number 801-63748 · SOUTHERN PINES, NC

$44.9M AUM
MORGAN STANLEY VENTURE CAPITAL III INC
SEC file number 801-52909 · NEW YORK, NY

$44.9M AUM
TRINITY WEALTH MANAGEMENT, LLC
SEC file number 801-79010 · BERWYN, PA · 2 employees

$44.9M AUM
CALVO FUNDS, LLC
SEC file number 801-67413 · MIAMI, FL

$44.9M AUM
ARAGORN LTD.
SEC file number 801-66262 · BRAINTREE, MA

$44.9M AUM
PACIFIC HARBOR HOLDINGS, LIMITED
SEC file number 801-77290 · 16 employees

$44.9M AUM
MOLUMPHY CAPITAL MANAGEMENT
SEC file number 801-34047 · SAN FRANCISCO, CA

$44.8M AUM
CAPITAL MANAGEMENT GROUP, INC.
SEC file number 801-60072 · ST. CHARLES, IL

$44.8M AUM
BALANCED FINANCIAL PLANNING, INC.
SEC file number 801-69118 · OVERLAND PARK, KS

$44.8M AUM
SHAPIRO FINANCIAL SECURITY GROUP, INC.
SEC file number 801-68905 · HAZLET, NJ

$44.7M AUM
MUGARIAN INVESTMENT GROUP, LLC
SEC file number 801-67706

$44.7M AUM
HJN ADVISORS, LLP
SEC file number 801-81178 · DES MOINES, IA · 5 employees

$44.7M AUM
STRATEGIC WEALTH MANAGEMENT, LLC
SEC file number 801-67075 · PEORIA, IL

$44.7M AUM
DAVIS FINANCIAL SERVICES, LLC
SEC file number 801-67997 · ORLEANS, MA

$44.7M AUM
HOWLAND AND ASSOCIATES, LLC
SEC file number 801-42531

$44.7M AUM
DEEP BLUE CAPITAL MANAGEMENT, L.P.
SEC file number 801-78595 · MENLO PARK, CA · 7 employees

$44.7M AUM
ALPHA INVESTMENT MANAGEMENT
SEC file number 801-53966 · CINCINNATI, OH · 3 employees

$44.6M AUM
LTG CAPITAL LLC
SEC file number 801-62306

$44.6M AUM
SCHROEDER CAPITAL MANAGEMENT, LLC
SEC file number 801-61030 · LAFAYETTE, CA

$44.6M AUM
PROPHET ASSET MANAGEMENT , INC.
SEC file number 801-68628 · KENOSHA, WI

$44.6M AUM
ALTAIR MANAGEMENT PARTNERS, INC.
SEC file number 801-54532 · 1 employees

$44.5M AUM
PHIL DWAYNE WHEAT
SEC file number 801-67670 · MCKINNEY, TX

$44.5M AUM
LOCKE FINANCIAL SERVICES, INC.
SEC file number 801-67590 · PALATINE, IL

$44.5M AUM
CORNERSTONE CAPITAL MANAGEMENT, LLC
SEC file number 801-63770 · DURHAM, NC

$44.5M AUM
LAIN, STEPHEN PAUL
SEC file number 801-63766 · HIGH POINT, NC

$44.5M AUM
CREEKSIDE INVESTMENT MANAGEMENT, INC.
SEC file number 801-35879 · BRENHAM, TX

$44.4M AUM
KINNAMON & ASSOCIATES LTD II
SEC file number 801-39071 · BARRINGTON, IL

$44.4M AUM
PRI FINANCIAL ADVISORS, INC.
SEC file number 801-66638 · HOLLISTON, MA · 1 employees

$44.4M AUM
PINES WEALTH MANAGEMENT, LLC
SEC file number 801-69252 · ST.LOUIS, MO

$44.4M AUM
SJK CAPITAL MANAGEMENT LLC
SEC file number 801-79967 · NEW YORK, NY · 4 employees

$44.3M AUM
WEALTH MANAGEMENT, INC.
SEC file number 801-62149 · WILSONVILLE, OR

$44.3M AUM
WEALTHPRO, LLC
SEC file number 801-63064 · 3 employees

$44.3M AUM
CONTEXT CAPITAL ADVISERS, LLC
SEC file number 801-79073 · BALA CYNWYD, PA · 7 employees

$44.3M AUM
BUCKHORN CAPITAL MANAGEMENT LLC
SEC file number 801-56163 · CHARLOTTE, NC

$44.2M AUM
DUNLAP EQUITY MANAGEMENT, LLC.
SEC file number 801-65244 · SAN FRANCISCO, CA

$44.2M AUM
GRUSS CAPITAL MANAGEMENT LP
SEC file number 801-58036 · 5 employees

$44.2M AUM
TUTTLE WEALTH MANAGEMENT, LLC
SEC file number 801-69443 · 13 employees

$44.2M AUM