Form ADV search

13950 results, page 65 of 279.

• TZP MANAGEMENT ASSOCIATES, LLC

  SEC file number 801-74019 · NEW YORK, NY · 50 employees

  $2.40B AUM
• LONDON AND CAPITAL WEALTH ADVISERS LTD

  SEC file number 801-63787 · 42 employees

  $2.40B AUM
• MCADAMS WRIGHT RAGEN, INC.

  SEC file number 801-55918 · SEATTLE, WA

  $2.40B AUM
• CINCINNATI ASSET MANAGEMENT INC

  SEC file number 801-34376 · CINCINNATI, OH · 16 employees

  $2.39B AUM
• DISCERENE GROUP LP

  SEC file number 801-79714 · STAMFORD, CT · 11 employees

  $2.39B AUM
• OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

  SEC file number 801-54953 · ASPEN, CO · 24 employees

  $2.39B AUM
• COMERICA SECURITIES,INC.

  SEC file number 801-64897 · DETROIT, MI · 211 employees

  $2.39B AUM
• LAUREL WEALTH ADVISORS, INC.

  SEC file number 801-72334 · SOLANA BEACH, CA · 40 employees

  $2.38B AUM
• ABRDN AUSTRALIA LIMITED

  SEC file number 801-25821 · 50 employees

  $2.38B AUM
• OLD ORCHARD CAPITAL MANAGEMENT LP

  SEC file number 801-79641 · NEW YORK, NY · 15 employees

  $2.38B AUM
• EMERALD ADVISERS, LLC

  SEC file number 801-40263 · LEOLA, PA · 35 employees

  $2.38B AUM
• SILVER BRIDGE CAPITAL MANAGEMENT LLC

  SEC file number 801-31346 · BOSTON, MA

  $2.38B AUM
• MARINER WEALTH ADVISORS-OKLAHOMA, LLC

  SEC file number 801-51988 · OVERLAND PARK, KS · 28 employees

  $2.38B AUM
• TRUSTCORE FINANCIAL SERVICES, LLC

  SEC file number 801-17538 · BRENTWOOD, TN · 46 employees

  $2.37B AUM
• FIRST FINANCIAL EQUITY CORPORATION

  SEC file number 801-63970 · SCOTTSDALE, AZ · 174 employees

  $2.37B AUM
• AGF INVESTMENTS LLC

  SEC file number 801-71685 · BOSTON, MA · 14 employees

  $2.37B AUM
• A&J WEALTH STRATEGIES LLC

  SEC file number 801-79289 · NEW YORK, NY · 45 employees

  $2.37B AUM
• HOLLENCREST CAPITAL MANAGEMENT, LLC

  SEC file number 801-55904 · NEWPORT BEACH, CA · 18 employees

  $2.37B AUM
• MERITAGE PORTFOLIO MANAGEMENT, INC.

  SEC file number 801-39348 · OVERLAND PARK, KS · 18 employees

  $2.37B AUM
• BARCLAYS ASSET MANAGEMENT GROUP LLC

  SEC file number 801-72475 · SANTA MONICA, CA

  $2.37B AUM
• VANBARTON GROUP LLC

  SEC file number 801-60947 · NEW YORK, NY · 34 employees

  $2.37B AUM
• HS MANAGEMENT PARTNERS, LLC

  SEC file number 801-68501 · NEW YORK, NY · 18 employees

  $2.37B AUM
• DUNE REAL ESTATE PARTNERS LP

  SEC file number 801-73450 · NEW YORK, NY · 35 employees

  $2.36B AUM
• GROVE POINT ADVISORS, LLC

  SEC file number 801-56879 · ROCKVILLE, MD · 420 employees

  $2.36B AUM
• LL FUNDS, LLC

  SEC file number 801-74055 · PHILADELPHIA, PA · 27 employees

  $2.36B AUM
• EFFICIENT ADVISORS, LLC

  SEC file number 801-70110 · 25 employees

  $2.36B AUM
• NORRIS PERNE & FRENCH LLP

  SEC file number 801-3475 · GRAND RAPIDS, MI · 15 employees

  $2.35B AUM
• CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

  SEC file number 801-35294 · LAKELAND, FL · 25 employees

  $2.35B AUM
• DOCK STREET CAPITAL MANAGEMENT LLC

  SEC file number 801-77192 · WESTPORT, CT · 4 employees

  $2.35B AUM
• ARCUS CAPITAL PARTNERS, LLC

  SEC file number 801-69325 · ATLANTA, GA · 12 employees

  $2.35B AUM
• JD CAPITAL MANAGEMENT LLC

  SEC file number 801-65467 · GREENWICH, CT · 20 employees

  $2.35B AUM
• FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA.

  SEC file number 801-71881 · 29 employees

  $2.34B AUM
• TWO CREEKS CAPITAL MANAGEMENT, LP

  SEC file number 801-79987 · NEW YORK, NY · 15 employees

  $2.34B AUM
• METALMARK MANAGEMENT II LLC

  SEC file number 801-63666 · NEW YORK, NY · 17 employees

  $2.34B AUM
• SOUTHERN WEALTH MANAGEMENT LLP

  SEC file number 801-64071 · DALLAS, TX · 50 employees

  $2.34B AUM
• MERCER INVESTMENT CONSULTING LLC

  SEC file number 801-9613 · CHICAGO, IL · 389 employees

  $2.34B AUM
• GIRARD ADVISORY SERVICES, LLC

  SEC file number 801-60354 · KING OF PRUSSIA, PA · 57 employees

  $2.33B AUM
• PFG ADVISORS, LLC

  SEC file number 801-80797 · PHOENIX, AZ · 115 employees

  $2.33B AUM
• STADION MONEY MANAGEMENT, LLC

  SEC file number 801-45601 · WATKINSVILLE, GA · 42 employees

  $2.33B AUM
• CONGRESS WEALTH MANAGEMENT LLC

  SEC file number 801-69988 · BOSTON, MA · 28 employees

  $2.33B AUM
• MAINSAIL MANAGEMENT COMPANY, LLC

  SEC file number 801-73647 · AUSTIN, TX · 58 employees

  $2.33B AUM
• CORTINA ASSET MANAGEMENT, LLC

  SEC file number 801-63066 · MILWAUKEE, WI · 24 employees

  $2.33B AUM
• BARWICK & PARTNERS, INC.

  SEC file number 801-100460 · SEATTLE, WA · 2 employees

  $2.33B AUM
• SOVEREIGN INVESTMENT ADVISORS LLC

  SEC file number 801-80942 · PHOENIX, AZ · 8 employees

  $2.33B AUM
• CAPITAL COUNSEL LLC

  SEC file number 801-56844 · NEW YORK, NY · 14 employees

  $2.33B AUM
• WEALTHPLAN ADVISORS, LLC

  SEC file number 801-76650 · SCOTTSDALE, AZ · 18 employees

  $2.33B AUM
• COLUMBUS CIRCLE INVESTORS

  SEC file number 801-47516 · STAMFORD, CT · 33 employees

  $2.33B AUM
• TERRACAP MANAGEMENT LLC

  SEC file number 801-78909 · NAPLES, FL · 28 employees

  $2.32B AUM
• LARRY THOMPSON & ASSOCIATES, INC.

  SEC file number 801-43016 · DALLAS, TX · 6 employees

  $2.32B AUM
• DWIGHT SECURITIES MANAGEMENT LLC

  SEC file number 801-81111 · SUNNY ISLES BEACH, FL · 26 employees

  $2.32B AUM