Form ADV search

13950 results, page 249 of 279.

• SIMON FINANCIAL GROUP, INC.

  SEC file number 801-71503 · BALA CYNWYD, PA · 5 employees

  $36M AUM
• THE SEB GROUP, INC.

  SEC file number 801-63965

  $36M AUM
• CLEARVEST ADVISERS, LLC

  SEC file number 801-106663 · NEW YORK, NY · 5 employees

  $35.9M AUM
• RESOURCE 1, INC.

  SEC file number 801-71075 · NORFOLK, VA

  $35.9M AUM
• NORTHLAND CAPITAL MANAGEMENT, LLC

  SEC file number 801-71059 · DULUTH, MN

  $35.9M AUM
• ANNADEL CAPITAL, INC.

  SEC file number 801-63416 · SAN RAFAEL, CA

  $35.8M AUM
• CORWELL ASSET MANAGEMENT INC

  SEC file number 801-57427

  $35.8M AUM
• MIMOSA INVESTMENT MANAGEMENT, LLC

  SEC file number 801-60543 · WINSTON-SALEM, NC

  $35.8M AUM
• CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

  SEC file number 801-64792 · COLUMBUS, OH · 16 employees

  $35.8M AUM
• JOHNSON CUSTOM STRATEGIES INC

  SEC file number 801-41621 · GREENWICH, CT · 4 employees

  $35.8M AUM
• MONTAGE INVESTMENTS, LLC

  SEC file number 801-71142 · LEAWOOD, KS · 48 employees

  $35.8M AUM
• COOKE WEALTH MANAGEMENT, LLC

  SEC file number 801-67551 · NEWPORT BEACH, CA

  $35.8M AUM
• C. G. HUGHES COMPANY, LLC

  SEC file number 801-56496 · BAY SHORE, NY · 2 employees

  $35.6M AUM
• MOSAIC WEALTH MANAGEMENT, L.L.C.

  SEC file number 801-67434

  $35.6M AUM
• GPS INVESTMENT GROUP LLC

  SEC file number 801-69293 · WAYNE, PA

  $35.6M AUM
• WELTY CAPITAL MANAGEMENT LLC

  SEC file number 801-40722 · LAFAYETTE, CA

  $35.6M AUM
• DIVI-VEST ADVISORS

  SEC file number 801-61293 · BRYN MAWR, PA

  $35.6M AUM
• ORION CAPITAL MANAGEMENT L.L.C.

  SEC file number 801-65878 · NEW YORK, NY

  $35.6M AUM
• CATALYST INVESTMENT MANAGEMENT CO LLC

  SEC file number 801-56077 · NEW YORK, NY · 3 employees

  $35.6M AUM
• GAIA CAPITAL MANAGEMENT, INC.

  SEC file number 801-77624 · 2 employees

  $35.6M AUM
• TALBOT CAPITAL MANAGEMENT INC.

  SEC file number 801-67766 · PINE BLUFF, AR

  $35.5M AUM
• O'CONNOR CAPITAL ADVISORY, LLC

  SEC file number 801-70988

  $35.5M AUM
• HANSEN, BRIAN BENNETT

  SEC file number 801-47199

  $35.4M AUM
• BERTOLET CAPITAL LLC

  SEC file number 801-61782 · NEW YORK, NY · 1 employees

  $35.4M AUM
• SPRUCE INVESTMENT ADVISORS LLC

  SEC file number 801-61918 · STAMFORD, CT · 2 employees

  $35.4M AUM
• THORNE ASSET MANAGEMENT, INC.

  SEC file number 801-67572 · SAN FRANCISCO, CA

  $35.4M AUM
• CLARITY WEALTH ADVISORS, LLC

  SEC file number 801-72386 · SAN RAMON, CA

  $35.4M AUM
• SAZDANOFF DONALD LOUIS

  SEC file number 801-68573

  $35.4M AUM
• LEGACY PRIVATE CLIENT GROUP, INC.

  SEC file number 801-72808 · KAMAS, UT · 1 employees

  $35.4M AUM
• GREAT LAKES & ATLANTIC WEALTH MANAGEMENT AND ADVISORY PARTNERS

  SEC file number 801-78965 · CHICAGO, IL · 5 employees

  $35.3M AUM
• APPALACHIAN CAPITAL MANAGEMENT LTD

  SEC file number 801-68697 · ST. CLAIRSVILLE, OH

  $35.3M AUM
• CIRA SCM, LLC

  SEC file number 801-64194 · PHILADELPHIA, PA · 2 employees

  $35.3M AUM
• CHARLES DEROSE, INC.

  SEC file number 801-30155

  $35.3M AUM
• MIDDLETON DICKINSON CAPITAL MANAGEMENT, LLC

  SEC file number 801-66187 · GENEVA, IL · 2 employees

  $35.3M AUM
• METROPOLITAN CAPITAL PARTNERS IV, LP

  SEC file number 801-70570 · NEW YORK, NY · 9 employees

  $35.2M AUM
• FORESIGHT WEALTH MANAGEMENT, LLC

  SEC file number 801-71605 · SANDY, UT

  $35.2M AUM
• VERDANT CAPITAL MANAGEMENT INC.

  SEC file number 801-67307

  $35.2M AUM
• LA JOLLA ASSET MANAGEMENT, INC.

  SEC file number 801-57829 · SAN DIEGO, CA

  $35.2M AUM
• FOCUS ASSET MANAGEMENT COMPANY

  SEC file number 801-68102 · VIRGINIA BEACH, VA

  $35.1M AUM
• OHIGGINS ASSET MANAGEMENT INC

  SEC file number 801-13770 · MIAMI BEACH, FL

  $35.1M AUM
• SHIELDS JOHN MICHAEL

  SEC file number 801-57109

  $35.1M AUM
• PEAK INVESTMENT SOLUTIONS, LLC

  SEC file number 801-64263 · ROSEVILLE, CA

  $35.1M AUM
• NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.

  SEC file number 801-67376 · PRINCETON, NJ

  $35.1M AUM
• FOCUS FINANCIAL PLANNING, LLC

  SEC file number 801-66766 · BINGHAM FARMS, MI

  $35.1M AUM
• ARIA PARTNERS GP, LLC

  SEC file number 801-60797 · LOS ANGELES, CA · 4 employees

  $35M AUM
• CRABB FINANCIAL STRATEGIES, INC.

  SEC file number 801-70793 · NEW MARKET, MD

  $35M AUM
• AMM ACCOUNTING SERVICES INC

  SEC file number 801-66577 · NORTHBROOK, IL

  $35M AUM
• ARMORY FUNDS, LLC

  SEC file number 801-70081 · MANHATTAN BEACH, CA

  $35M AUM
• COHEN CAPITAL MANAGEMENT, LLC

  SEC file number 801-78055 · BROOKLYN, NY · 2 employees

  $35M AUM
• FFR ADVISORY LLC

  SEC file number 801-55033 · SEAL BEACH, CA

  $35M AUM