Form ADV search

13950 results, page 255 of 279.

• PNC STEEL CITY ADVISORS, LLC

  SEC file number 801-80567 · CHICAGO, IL · 14 employees

  $30.1M AUM
• BACHE CAPITAL MANAGEMENT, INC.

  SEC file number 801-57976 · PASADENA, CA

  $30.1M AUM
• JOSHUA NASH II LLC

  SEC file number 801-73426 · NEW YORK, NY · 4 employees

  $30M AUM
• MILLSTONE WEALTH PARTNERS, LLC

  SEC file number 801-80825 · BOSTON, MA · 1 employees

  $30M AUM
• ABUNDA FINANCIAL, LLC

  SEC file number 801-68963 · LARKSPUR, CA

  $30M AUM
• ALPHA PARTNERS, LLC

  SEC file number 801-62423 · DETROIT, MI

  $30M AUM
• ESTEP CAPITAL MANAGEMENT

  SEC file number 801-63920 · MATTHEWS, NC

  $30M AUM
• INDEPENDENT FINANCIAL PLANNING, INC.

  SEC file number 801-68156 · GAINESVILLE, VA

  $30M AUM
• JAT ENTERPRISES INC.

  SEC file number 801-66172

  $30M AUM
• KEVIN PATRICK CLARIDAY

  SEC file number 801-66344 · 1 employees

  $30M AUM
• LINGER, ERIC

  SEC file number 801-60372

  $30M AUM
• MATRIX CAPITAL GROUP, INC.

  SEC file number 801-61224 · NEW YORK, NY · 4 employees

  $30M AUM
• SECKEL CAPITAL ADVISORS, LLC

  SEC file number 801-78388 · NEWTOWN, PA · 4 employees

  $30M AUM
• STANFORD WEALTH MANAGEMENT, LLC

  SEC file number 801-71444

  $30M AUM
• STERLING FINANCIAL ADVISORS LLC

  SEC file number 801-56307 · OMAHA, NE

  $30M AUM
• YOUNG CAPITAL MANAGEMENT INC

  SEC file number 801-37404 · FOUNTAIN HILLS, AZ

  $30M AUM
• SHARP INVESTMENTS, INC.

  SEC file number 801-63891

  $30M AUM
• LIGHTSTONE CAPITAL ADVISERS, LLC

  SEC file number 801-70243 · 2 employees

  $29.9M AUM
• PATHWAYS WEALTH MANAGEMENT, INC.

  SEC file number 801-71523 · DAYTON, OH

  $29.9M AUM
• RINCON PACIFIC MANAGEMENT INC

  SEC file number 801-57081 · SAN CLEMENTE, CA

  $29.9M AUM
• SYMMETRIC ADVISORS INC

  SEC file number 801-57947 · MINNETONKA, MN

  $29.8M AUM
• TEN ASSET MANAGEMENT, INC.

  SEC file number 801-63945 · OJAI, CA

  $29.8M AUM
• LGC&D WEALTH MANAGEMENT, LLC

  SEC file number 801-68914 · PROVIDENCE, RI

  $29.7M AUM
• SHEAVLY FINANCIAL GROUP, INC.

  SEC file number 801-72303 · VIRGINIA BEACH, VA

  $29.6M AUM
• MOWERY CAPITAL MANAGEMENT, LLC

  SEC file number 801-69590 · MCKINNEY, TX

  $29.6M AUM
• BRICK HOUSE ASSET MANAGEMENT, LLC

  SEC file number 801-71281 · 1 employees

  $29.6M AUM
• HARBOR WEALTH MANAGEMENT, INC.

  SEC file number 801-70335 · ADDISON, TX

  $29.5M AUM
• ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

  SEC file number 801-45517 · LA MESA, CA · 10 employees

  $29.5M AUM
• BARROW STREET ADVISORS LLC

  SEC file number 801-77977 · STAMFORD, CT · 3 employees

  $29.4M AUM
• GEA SPHERE, LLC

  SEC file number 801-70751 · 1 employees

  $29.4M AUM
• MCBEE ADVISORS, INC.

  SEC file number 801-69656 · BELLEVUE, WA

  $29.3M AUM
• TRADEWINDS INVESTMENT MANAGEMENT, L.P.

  SEC file number 801-64991 · SAUSALITO, CA · 2 employees

  $29.3M AUM
• SAFEGUARD FINANCIAL AND INSURANCE SERVICES

  SEC file number 801-69338

  $29.2M AUM
• PARADIGM ADVISORS, L.L.C.

  SEC file number 801-72012 · DALLAS, TX · 4 employees

  $29.2M AUM
• PERSONAL FINANCIAL GROUP

  SEC file number 801-70718 · OVERLAND PARK, KS · 6 employees

  $29.1M AUM
• GKFO, LLC

  SEC file number 801-70478 · W. CONSHOHOCKEN, PA · 20 employees

  $29.1M AUM
• TWO OAKS INVESTMENT MANAGEMENT, LLC

  SEC file number 801-72390 · 2 employees

  $29.1M AUM
• GRAMERCY CONSULTING GROUP LLC

  SEC file number 801-78246 · 1 employees

  $29M AUM
• ATLAS ONE ASSET MANAGEMENT, LLC

  SEC file number 801-78351 · MIAMI, FL · 2 employees

  $29M AUM
• FIG PARTNERS, LLC

  SEC file number 801-72273 · ATLANTA, GA

  $29M AUM
• RYAN FINANCIAL ADVISORS INC

  SEC file number 801-43386 · ANDOVER, MA · 1 employees

  $29M AUM
• SERCO INVESTMENTS INC.

  SEC file number 801-63838

  $29M AUM
• SYMETRA INVESTMENT MANAGEMENT, INC.

  SEC file number 801-73025 · BELLEVUE, WA · 15 employees

  $29M AUM
• TAYLOR ASSET MANAGEMENT, INC.

  SEC file number 801-71029 · CHICAGO, IL · 3 employees

  $29M AUM
• ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

  SEC file number 801-76773 · PETALUMA, CA · 2 employees

  $29M AUM
• SOLUTIONS FUNDS GROUP, INC.

  SEC file number 801-72794 · LINCOLNSHIRE, IL · 2 employees

  $28.9M AUM
• ELDER PLANNING ADVISORS OF MAINE, INC.

  SEC file number 801-63723 · SOUTH PORTLAND, ME

  $28.9M AUM
• THE LEONARD MANAGEMENT GROUP INC

  SEC file number 801-66465 · AVON, CT

  $28.9M AUM
• JACOBS & COMPANY

  SEC file number 801-55883 · CHARLESTON, WV

  $28.8M AUM
• ROCKWELL GLOBAL ADVISORS, LLC

  SEC file number 801-81114 · 5 employees

  $28.8M AUM