Prepare a background export of this search
Form ADV search
SEC-registered investment advisers from Form ADV, cross-linked to Form D filings.
Searching…
13950 results, page 243 of 279.
13950 advisers
Log in to export
-
SMITH, THURMAN LEONARDSEC file number 801-64817$41.7M AUM
-
HOWARD M. BORRIS & COMPANY, INC.SEC file number 801-15184 · BEVERLY HILLS, CA · 10 employees$41.7M AUM
-
GRAY WEALTH MANAGEMENT, INCSEC file number 801-69425 · BANGOR, ME$41.7M AUM
-
CAROL H. BALDI, INC.SEC file number 801-15105 · NEW YORK, NY$41.7M AUM
-
S & S WEALTH MANAGEMENT, L.P.SEC file number 801-62897 · GRAND PRAIRIE, TX$41.6M AUM
-
FINANCIAL MANAGEMENT ADVISORS INCSEC file number 801-39889 · VIENNA, VA$41.6M AUM
-
CARNE CAPITAL, LLCSEC file number 801-72965 · RADNOR, PA · 1 employees$41.6M AUM
-
LAFAYETTE ADVISORS LLCSEC file number 801-77128 · NORFOLK, VA · 8 employees$41.5M AUM
-
CAROSA STANTON ASSET MANAGEMENT, LLCSEC file number 801-53311 · MENDON, NY · 3 employees$41.5M AUM
-
RAWDIN-BARON FINANCIAL, INC.SEC file number 801-63960 · SAN DIEGO, CA$41.5M AUM
-
CENTURY CAPITAL, LLCSEC file number 801-71640 · BELLEVUE, WA$41.5M AUM
-
RAYBURN WEST FINANCIAL SERVICES LLCSEC file number 801-68801 · NASHVILLE, TN$41.5M AUM
-
HILLCREST ASSET MANAGEMENT LLCSEC file number 801-79552 · PLANO, TX · 10 employees$41.4M AUM
-
CAG TAMPA, LLCSEC file number 801-69161 · TAMPA, FL$41.4M AUM
-
LAKEWATER CAPITAL LLCSEC file number 801-78938 · SKANEATELES, NY · 6 employees$41.4M AUM
-
RAY SHI CAPITAL GROUP, LLCSEC file number 801-72935$41.4M AUM
-
WESSEL INVESTMENT COUNSEL, L.L.C.SEC file number 801-71485 · ASHEVILLE, NC$41.3M AUM
-
HEPWORTH EQUITY PARTNERS, LLCSEC file number 801-68598 · WOLFEBORO, NH$41.3M AUM
-
AMDG FINANCIAL ADVISORY SERVICES, LLCSEC file number 801-68411 · PLYMOUTH, MI$41.3M AUM
-
CHEQUERS FINANCIAL MANAGEMENT LLCSEC file number 801-81074 · 2 employees$41.2M AUM
-
THUNDERSTORM CAPITAL LLCSEC file number 801-62975 · BOSTON, MA$41.2M AUM
-
PARITER WEALTH MANAGEMENT GROUP LLCSEC file number 801-69079 · GUAYNABO, PR · 3 employees$41.2M AUM
-
LIFELINE FINANCIAL, LLCSEC file number 801-69388 · WETHERSFIELD, CT$41.2M AUM
-
TANAKA CAPITAL MANAGEMENT INCSEC file number 801-28990 · NEW YORK, NY · 3 employees$41.2M AUM
-
CBIZ FINANCIAL SOLUTIONS, INC.SEC file number 801-56332 · CLEVELAND, OH · 24 employees$41.1M AUM
-
OPIS ADVISORS, INC.SEC file number 801-67039 · BELL CANYON, CA$41.1M AUM
-
BRIGHT ASSET MANAGEMENT LLCSEC file number 801-66909 · WESTBROOK, CT$41.1M AUM
-
BECKWITH FINANCIAL ADVISORS, INC.SEC file number 801-66933 · GREENVILLE, SC$41.1M AUM
-
AAD CAPITAL MANAGEMENT L.P.SEC file number 801-63926 · SOLANA BEACH, CA$41.1M AUM
-
FIRST ASSOCIATED INVESTMENT ADVISORS, INC.SEC file number 801-60972 · DULUTH, MN · 3 employees$41.1M AUM
-
MOHAWK CAPITAL ADVISORS, LLCSEC file number 801-80127 · 1 employees$41M AUM
-
JHH WEALTH, LLCSEC file number 801-71578 · GREENVILLE, SC · 6 employees$41M AUM
-
CICC INVESTMENT MANAGEMENT (USA), INC.SEC file number 801-80874 · NEW YORK, NY · 6 employees$41M AUM
-
CR INVESTMENT ADVISORS, LLCSEC file number 801-72735 · BAY HARBOR ISLANDS, FL · 1 employees$41M AUM
-
MEYER MARJORIE ANNSEC file number 801-64120 · UNIVERSITY PARK, FL$40.9M AUM
-
IGDALOFF BARRYSEC file number 801-50232$40.9M AUM
-
STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.SEC file number 801-66999 · TALLAHASSEE, FL$40.9M AUM
-
CYPRESS PRAXIS, LLCSEC file number 801-67575$40.9M AUM
-
ALDRIDGE ROBERT JOHNSEC file number 801-19270 · LAGUNA HILLS, CA$40.9M AUM
-
ADVISERS INVESTMENT MANAGEMENT,INCSEC file number 801-66255 · COLORADO SPRINGS, CO$40.9M AUM
-
TMFS-BATON ROUGE, LLCSEC file number 801-70542 · BATON ROUGE, LA$40.8M AUM
-
VELLUM FINANCIAL, LLCSEC file number 801-70489 · ARROYO GRANDE, CA · 9 employees$40.7M AUM
-
GLASSMAN WEALTH MANAGEMENT LLCSEC file number 801-78005 · 2 employees$40.7M AUM
-
ADVANCED ASSET MANAGEMENT L.L.C.SEC file number 801-57970 · GRANDVILLE, MI$40.7M AUM
-
MICHAELSON CAPITAL SPECIAL FINANCE, LLCSEC file number 801-79720 · NEW YORK, NY · 4 employees$40.7M AUM
-
MSREF II, INC.SEC file number 801-47598 · NEW YORK, NY$40.7M AUM
-
HEARTWOOD INVESTMENTS, INC.SEC file number 801-68579 · WATERLOO, IA$40.6M AUM
-
NANCY C. NELSON & ASSOCIATES INCSEC file number 801-56357 · OLYMPIA, WA$40.5M AUM
-
HOGAN STEPHEN HARRISONSEC file number 801-13730 · BREWSTER, NY · 1 employees$40.5M AUM
-
FOY FINANCIAL SERVICES, INC.SEC file number 801-61755 · 3 employees$40.5M AUM