Form ADV search

13950 results, page 74 of 279.

• ZIONS CAPITAL ADVISORS, INC.

  SEC file number 801-63287 · SALT LAKE CITY, UT · 16 employees

  $1.76B AUM
• CARRHAE CAPITAL, LLP

  SEC file number 801-77064 · 19 employees

  $1.76B AUM
• SAFFORD NICHOLAS H & CO INC

  SEC file number 801-19482 · ROCKPORT, MA · 9 employees

  $1.76B AUM
• DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC

  SEC file number 801-60001 · AUSTIN, TX · 22 employees

  $1.76B AUM
• NEWSTAR CAPITAL LLC

  SEC file number 801-65638 · BOSTON, MA · 14 employees

  $1.76B AUM
• TOKIO MARINE ASSET MANAGEMENT (USA), LTD.

  SEC file number 801-73271 · NEW YORK, NY · 14 employees

  $1.76B AUM
• FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

  SEC file number 801-55385 · GREENBRAE, CA · 16 employees

  $1.75B AUM
• LIBERTY WEALTH ADVISORS, LLC

  SEC file number 801-56681 · NAPLES, FL · 14 employees

  $1.75B AUM
• FOUNDRY PARTNERS, LLC

  SEC file number 801-76953 · CLEVELAND, OH · 17 employees

  $1.75B AUM
• STERLING INVESTMENT PARTNERS ADVISERS, LLC

  SEC file number 801-73976 · WESTPORT, CT · 20 employees

  $1.75B AUM
• CFM ADVISORS INC

  SEC file number 801-56891 · HAUPPAUGE, NY · 5 employees

  $1.75B AUM
• INVESTEC ASSET MANAGEMENT US LTD.

  SEC file number 801-39266

  $1.75B AUM
• COLUMBIA CAPITAL MANAGEMENT, LLC

  SEC file number 801-55499 · MERRIAM, KS · 15 employees

  $1.75B AUM
• YHB INVESTMENT ADVISORS INC

  SEC file number 801-35916 · WEST HARTFORD, CT · 27 employees

  $1.75B AUM
• THE ELECTRUM GROUP LLC

  SEC file number 801-77395 · NEW YORK, NY · 14 employees

  $1.75B AUM
• PRIVATE CAPITAL MANAGEMENT, LLC

  SEC file number 801-77650 · DENVER, CO · 26 employees

  $1.74B AUM
• PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY

  SEC file number 801-80742 · MARLTON, NJ · 35 employees

  $1.74B AUM
• CORNERSTONE ADVISORY, LLC

  SEC file number 801-68058 · HUNT VALLEY, MD · 16 employees

  $1.74B AUM
• IGP INDUSTRIES, LLC

  SEC file number 801-73643 · SAN FRANCISCO, CA · 34 employees

  $1.74B AUM
• WEXFORD CAPITAL LP

  SEC file number 801-55118 · WEST PALM BEACH, FL · 39 employees

  $1.74B AUM
• RICE HALL JAMES & ASSOCIATES LLC

  SEC file number 801-61905 · SAN DIEGO, CA · 27 employees

  $1.74B AUM
• MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC

  SEC file number 801-55273 · SAN RAMON, CA · 11 employees

  $1.74B AUM
• SAX WEALTH ADVISORS, LLC

  SEC file number 801-68788 · PARSIPPANY, NJ · 23 employees

  $1.74B AUM
• CLARION CAPITAL PARTNERS, LLC

  SEC file number 801-73755 · NEW YORK, NY · 34 employees

  $1.74B AUM
• BOSTON FAMILY OFFICE LLC

  SEC file number 801-52883 · BOSTON, MA · 16 employees

  $1.74B AUM
• RCL ADVISORS, LLC

  SEC file number 801-67508 · NEW YORK, NY · 10 employees

  $1.74B AUM
• CHECK CAPITAL MANAGEMENT INC

  SEC file number 801-29001 · COSTA MESA, CA · 11 employees

  $1.74B AUM
• SATHER FINANCIAL GROUP, INC.

  SEC file number 801-57925 · VICTORIA, TX · 9 employees

  $1.73B AUM
• BUCHANAN STREET PARTNERS, L.P.

  SEC file number 801-78627 · NEWPORT BEACH, CA · 27 employees

  $1.73B AUM
• ABINGWORTH MANAGEMENT INC.

  SEC file number 801-73401 · MENLO PARK, CA · 24 employees

  $1.73B AUM
• METACAPITAL MANAGEMENT, L.P.

  SEC file number 801-73880 · NEW YORK, NY · 6 employees

  $1.73B AUM
• FIRST CITIZENS INVESTOR SERVICES, INC.

  SEC file number 801-57302 · RALEIGH, NC · 235 employees

  $1.73B AUM
• PINNACLE WEALTH PLANNING SERVICES, INC.

  SEC file number 801-51715 · MANSFIELD, OH · 30 employees

  $1.73B AUM
• ADVISORY SERVICES & INVESTMENTS, LLC

  SEC file number 801-55026 · BEND, OR · 15 employees

  $1.73B AUM
• COUNTERPOINT MUTUAL FUNDS, LLC

  SEC file number 801-80197 · SAN DIEGO, CA · 9 employees

  $1.73B AUM
• RESOURCE MANAGEMENT, LLC

  SEC file number 801-55855 · METAIRIE, LA · 5 employees

  $1.73B AUM
• FINTRUST CAPITAL ADVISORS, LLC

  SEC file number 801-68568 · GREENVILLE, SC · 44 employees

  $1.72B AUM
• ADVOCACY WEALTH MANAGEMENT, LLC

  SEC file number 801-77677 · ATLANTA, GA · 30 employees

  $1.72B AUM
• OKABENA INVESTMENT SERVICES INC

  SEC file number 801-47929 · MINNEAPOLIS, MN · 17 employees

  $1.72B AUM
• CREATIVEONE SECURITIES, LLC

  SEC file number 801-78158 · OVERLAND PARK, KS · 186 employees

  $1.72B AUM
• CAPITAL MANAGEMENT ASSOCIATES INC

  SEC file number 801-35808 · MINNEAPOLIS, MN · 17 employees

  $1.72B AUM
• RELYEA ZUCKERBERG HANSON, LLC

  SEC file number 801-71454 · STAMFORD, CT · 11 employees

  $1.72B AUM
• INFRASTRUCTURE CAPITAL ADVISORS, LLC

  SEC file number 801-79940 · NEW YORK, NY · 8 employees

  $1.72B AUM
• UNITED ASSET STRATEGIES INC.

  SEC file number 801-41464 · GARDEN CITY, NY · 32 employees

  $1.72B AUM
• FIRST HEARTLAND CONSULTANTS, INC.

  SEC file number 801-46595 · LAKE ST. LOUIS, MO · 104 employees

  $1.72B AUM
• WILLOW CREEK WEALTH MANAGEMENT, INC.

  SEC file number 801-56562 · SEBASTOPOL, CA · 20 employees

  $1.71B AUM
• WARWICK INVESTMENT MANAGEMENT INC

  SEC file number 801-14704 · BRYAN, TX · 8 employees

  $1.71B AUM
• ALTA CAPITAL MANAGEMENT LLC

  SEC file number 801-50778 · SALT LAKE CITY, UT · 28 employees

  $1.71B AUM
• YORK CAPITAL MANAGEMENT GLOBAL ADVISORS, LLC

  SEC file number 801-70315 · NEW YORK, NY · 50 employees

  $1.71B AUM
• EASTERN ADVISORS CAPITAL GROUP, LLC

  SEC file number 801-74221 · NEW YORK, NY · 12 employees

  $1.71B AUM