Form ADV search

13950 results, page 247 of 279.

• RELIANCE WEALTH & TRUST PARTNERS, LLC

  SEC file number 801-70151 · TAMPA, FL

  $38M AUM
• RESOURCES PLANNING GROUP INC

  SEC file number 801-60555 · CHICAGO, IL

  $38M AUM
• COLE INVESTMENT ADVISORS, INC.

  SEC file number 801-69752 · PORTAGE, MI

  $38M AUM
• RJR INVESTMENT SERVICE, LLC

  SEC file number 801-69824

  $37.9M AUM
• VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

  SEC file number 801-69041 · NORFOLK, VA

  $37.9M AUM
• PORTFOLIO DESIGN SERVICES, LLC

  SEC file number 801-64898

  $37.9M AUM
• SOUTHEAST FINANCIAL ADVISORS, LLC

  SEC file number 801-69899 · GREENVILLE, SC

  $37.9M AUM
• LITMORE LLC

  SEC file number 801-78923 · NEW YORK, NY · 1 employees

  $37.9M AUM
• CARL WOJTYLA LUXEM

  SEC file number 801-71565 · EDINA, MN

  $37.9M AUM
• MILLER FINANCIAL SERVICES LLC

  SEC file number 801-67887 · MARSHALL, MI

  $37.9M AUM
• LONG ISLAND FINANCIAL ADVISORS, INC.

  SEC file number 801-61594 · MEDFORD, NY · 8 employees

  $37.8M AUM
• WHITE OAK FINANCIAL MANAGEMENT, INC

  SEC file number 801-68194 · ASHEVILLE, NC

  $37.8M AUM
• DIORITE CAPITAL MANAGEMENT, LLC

  SEC file number 801-78122 · JACKSON HEIGHTS, NY · 1 employees

  $37.8M AUM
• LUCROR CAPITAL ADVISORS, L.P.

  SEC file number 801-79667 · MIAMI, FL · 3 employees

  $37.8M AUM
• LIBERTY ADVISORS, LLC

  SEC file number 801-70336 · ANDERSON, SC

  $37.8M AUM
• LAKESHORE CAPITAL, LLC

  SEC file number 801-63366 · BIRMINGHAM, AL · 2 employees

  $37.7M AUM
• PROFESSIONAL INVESTMENT MANAGEMENT SERVICES, PLLC

  SEC file number 801-68591 · KENNEWICK, WA

  $37.6M AUM
• CLBI INVESTMENTS INC

  SEC file number 801-30656 · WALNUT CREEK, CA

  $37.6M AUM
• PACIFIC MOUNTAIN ADVISORS, INC.

  SEC file number 801-71531 · SCOTTS VALLEY, CA

  $37.6M AUM
• HEARTLAND CAPITAL ADVISORS, L.C.

  SEC file number 801-69368 · INDEPENDENCE, MO

  $37.6M AUM
• STUYVESANT CAPITAL MANAGEMENT CORPORATION

  SEC file number 801-14169 · ARMONK, NY · 3 employees

  $37.5M AUM
• PLUS SIGMA, INC.

  SEC file number 801-64035

  $37.5M AUM
• HIGH COUNTRY CAPITAL MANAGEMENT INC

  SEC file number 801-63035 · MONTROSE, CO

  $37.5M AUM
• CHRISTIAN INVESTMENT CONSULTANTS, LLC

  SEC file number 801-61870 · HINSDALE, IL

  $37.5M AUM
• CORNERSTONE CAPITAL ADVISORS, INC.

  SEC file number 801-66542 · LAKEWOOD, CO

  $37.5M AUM
• BAYVIEW INVESTMENT COUNSEL, INC

  SEC file number 801-69396 · GRASONVILLE, MD

  $37.5M AUM
• WEST COAST ASSET MANAGEMENT,INC.

  SEC file number 801-58232 · MONTECITO, CA · 3 employees

  $37.4M AUM
• SIGNIA CAPITAL MANAGEMENT LLC

  SEC file number 801-62885 · SPOKANE, WA · 4 employees

  $37.4M AUM
• EDEN CAPITAL MANAGEMENT PARTNERS, L.P.

  SEC file number 801-63315 · HOUSTON, TX

  $37.4M AUM
• SCS SYSTEMS, INC.

  SEC file number 801-58274

  $37.3M AUM
• VERE ASSET MANAGEMENT, INC.

  SEC file number 801-71670 · HOUSTON, TX

  $37.3M AUM
• VOLUMETRIC ADVISERS INC

  SEC file number 801-23767 · 2 employees

  $37.3M AUM
• WCP CAPITAL MANAGEMENT LLC

  SEC file number 801-70768 · COLUMBIA, SC

  $37.3M AUM
• VOLT WEALTH MANAGEMENT, LLC

  SEC file number 801-71052 · SAN DIEGO, CA

  $37.3M AUM
• HUBER, CARDONO, MORING & RICHTER, L.P.

  SEC file number 801-53391 · HOUSTON, TX

  $37.2M AUM
• TIBURON CAPITAL MANAGEMENT, LLC

  SEC file number 801-71202 · NEW YORK, NY · 4 employees

  $37.2M AUM
• DEMICELL WEALTH MANAGEMENT, INC.

  SEC file number 801-63506 · PUEBLO, CO

  $37.2M AUM
• COASTWISE CAPITAL GROUP, LLC

  SEC file number 801-70289 · LA JOLLA, CA

  $37.1M AUM
• MEYER CAPITAL MANAGEMENT INC

  SEC file number 801-71477 · CINCINNATI, OH

  $37.1M AUM
• SHELL CAPITAL MANAGEMENT, LLC

  SEC file number 801-68878 · KNOXVILLE, TN

  $37.1M AUM
• GENESIS FINANCIAL ADVISORY SERVICES, LLC.

  SEC file number 801-66621 · NEW YORK, NY · 3 employees

  $37M AUM
• ASSET MANAGEMENT SERVICES, INC.

  SEC file number 801-58249

  $37M AUM
• M. CUTLER FIDUCIARY SERVICES, LLC

  SEC file number 801-72289 · BETHESDA, MD

  $37M AUM
• WASHINGTON WEALTH ADVISORS, LLC

  SEC file number 801-72131 · FALLS CHURCH, VA

  $37M AUM
• WESTLAKE FINANCIAL ADVISORS LLC

  SEC file number 801-66776 · WESTLAKE VILLAGE, CA

  $37M AUM
• CAPSTONE INVESTMENT FINANCIAL GROUP, INC.

  SEC file number 801-70403 · COLORADO SPRINGS, CO

  $37M AUM
• WILLOW GROVE ADVISORS, LLC

  SEC file number 801-70745

  $37M AUM
• FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC.

  SEC file number 801-62315 · OMAHA, NE · 3 employees

  $37M AUM
• ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC

  SEC file number 801-69563 · MANDEVILLE, LA · 3 employees

  $37M AUM
• LEGAL ADVANTAGE INVESTMENTS, INC.

  SEC file number 801-69211

  $36.9M AUM