Form ADV search

13950 results, page 68 of 279.

• KEYSTONE NATIONAL GROUP, LLC

  SEC file number 801-67537 · SALT LAKE CITY, UT · 35 employees

  $2.13B AUM
• OHANA ADVISORS MANAGEMENT, LLC

  SEC file number 801-75431 · SAN RAFAEL, CA · 12 employees

  $2.13B AUM
• LATTICE STRATEGIES LLC

  SEC file number 801-63451 · WAYNE, PA · 384 employees

  $2.13B AUM
• GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC

  SEC file number 801-68663 · WILMINGTON, DE

  $2.13B AUM
• DESCHUTES INVESTMENT CONSULTING, LLC

  SEC file number 801-72021 · PORTLAND, OR · 12 employees

  $2.13B AUM
• MINOT CAPITAL, LP

  SEC file number 801-73774 · BROOMFIELD, CO · 9 employees

  $2.13B AUM
• BOULAY FINANCIAL ADVISORS, LLC

  SEC file number 801-60141 · EDEN PRAIRIE, MN · 40 employees

  $2.13B AUM
• PETERSON PARTNERS, LLC

  SEC file number 801-74139 · SALT LAKE CITY, UT · 39 employees

  $2.13B AUM
• SANDHILL CAPITAL PARTNERS LLC

  SEC file number 801-63194 · BUFFALO, NY · 26 employees

  $2.13B AUM
• ARBION LIMITED

  SEC file number 801-72568 · 26 employees

  $2.13B AUM
• BILL FEW ASSOCIATES, INC.

  SEC file number 801-29235 · PITTSBURGH, PA · 31 employees

  $2.13B AUM
• EQUITY SERVICES, INC.

  SEC file number 801-41722 · MONTPELIER, VT · 450 employees

  $2.12B AUM
• LM ADVISORS LLC

  SEC file number 801-72170 · SAN DIEGO, CA · 21 employees

  $2.12B AUM
• YELLOW WOOD PARTNERS LLC

  SEC file number 801-78098 · BOSTON, MA · 17 employees

  $2.12B AUM
• STEGNER INVESTMENT ASSOCIATES INC

  SEC file number 801-46803 · LOUISVILLE, KY · 11 employees

  $2.12B AUM
• THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

  SEC file number 801-80245 · WALPOLE, MA · 72 employees

  $2.12B AUM
• BLOOMBERGSEN INC.

  SEC file number 801-106697 · 10 employees

  $2.12B AUM
• COMPASS GROUP LLC

  SEC file number 801-58080 · NEW YORK, NY · 19 employees

  $2.12B AUM
• RTD FINANCIAL ADVISORS INC

  SEC file number 801-19015 · PHILADELPHIA, PA · 44 employees

  $2.12B AUM
• CAPSTONE FINANCIAL ADVISORS INC

  SEC file number 801-56979 · DOWNERS GROVE, IL · 31 employees

  $2.12B AUM
• SVERICA CAPITAL MANAGEMENT LP

  SEC file number 801-73362 · BOSTON, MA · 23 employees

  $2.12B AUM
• GUGGENHEIM FUND SOLUTIONS, LLC

  SEC file number 801-73007 · NEW YORK, NY · 27 employees

  $2.12B AUM
• LBI WEALTH MANAGEMENT, LLC

  SEC file number 801-72014 · 1 employees

  $2.12B AUM
• S & CO., INC.

  SEC file number 801-33273 · BOSTON, MA · 14 employees

  $2.11B AUM
• LENOX WEALTH ADVISORS, LLC

  SEC file number 801-72914 · NEW YORK, NY · 30 employees

  $2.11B AUM
• ELLEVEST, INC.

  SEC file number 801-106683 · 106 employees

  $2.11B AUM
• TA REALTY LLC

  SEC file number 801-57460 · BOSTON, MA · 131 employees

  $2.11B AUM
• ASSET VALUE INVESTORS LIMITED

  SEC file number 801-65228 · 24 employees

  $2.11B AUM
• WEATHERBIE CAPITAL, LLC

  SEC file number 801-50672 · BOSTON, MA · 8 employees

  $2.11B AUM
• CLEARVIEW CAPITAL, L.P.

  SEC file number 801-74179 · STAMFORD, CT · 27 employees

  $2.11B AUM
• QUANTITATIVE INVESTMENT MANAGEMENT, LLC

  SEC file number 801-72583 · CHARLOTTESVILLE, VA · 39 employees

  $2.11B AUM
• EXCELLERE CAPITAL MANAGEMENT LLC

  SEC file number 801-67454 · DENVER, CO · 25 employees

  $2.11B AUM
• SWAN GLOBAL INVESTMENTS, LLC

  SEC file number 801-70881 · DURANGO, CO · 18 employees

  $2.11B AUM
• SWAN GLOBAL MANAGEMENT LLC

  SEC file number 801-80552 · HUMACAO, PR · 3 employees

  $2.11B AUM
• CADENCE CAPITAL MANAGEMENT LLC

  SEC file number 801-48186 · BOSTON, MA · 19 employees

  $2.10B AUM
• WELLESLEY ASSET MANAGEMENT, INC.

  SEC file number 801-61288 · PORTSMOUTH, NH · 30 employees

  $2.10B AUM
• DAIWA ASSET MANAGEMENT (AMERICA) LTD.

  SEC file number 801-72608 · NEW YORK, NY · 8 employees

  $2.10B AUM
• TAIYO PACIFIC PARTNERS L.P.

  SEC file number 801-73713 · KIRKLAND, WA · 39 employees

  $2.10B AUM
• ADVANCED PORTFOLIO MANAGEMENT, LLC

  SEC file number 801-66005 · NEW YORK, NY · 10 employees

  $2.10B AUM
• GENNX360 MANAGEMENT COMPANY, LLC

  SEC file number 801-73509 · NEW YORK, NY · 19 employees

  $2.10B AUM
• SAGEVIEW CAPITAL LP

  SEC file number 801-73568 · GREENWICH, CT · 27 employees

  $2.10B AUM
• FIERA CAPITAL (IOM) LIMITED

  SEC file number 801-60865 · 68 employees

  $2.10B AUM
• SALIENT CAPITAL ADVISORS, LLC

  SEC file number 801-71482 · HOUSTON, TX · 44 employees

  $2.09B AUM
• GUARD CAPITAL MANAGEMENT LIMITED

  SEC file number 801-79899 · 16 employees

  $2.09B AUM
• DOMINI IMPACT INVESTMENTS LLC

  SEC file number 801-54701 · NEW YORK, NY · 29 employees

  $2.09B AUM
• GUYASUTA INVESTMENT ADVISORS, INCORPORATED

  SEC file number 801-47201 · PITTSBURGH, PA · 17 employees

  $2.09B AUM
• NORTH STAR INVESTMENT MANAGEMENT CORPORATION

  SEC file number 801-62013 · CHICAGO, IL · 29 employees

  $2.09B AUM
• CFS INVESTMENT ADVISORY SERVICES LLC

  SEC file number 801-45064 · TOTOWA, NJ · 10 employees

  $2.09B AUM
• ALPHAGEN CAPITAL LIMITED

  SEC file number 801-65237 · 49 employees

  $2.09B AUM
• GARDE CAPITAL, INC.

  SEC file number 801-70472 · SEATTLE, WA · 16 employees

  $2.09B AUM