Form ADV search

13950 results, page 99 of 279.

• SC&H FINANCIAL ADVISORS, INC.

  SEC file number 801-69985 · SPARKS, MD · 31 employees

  $908.9M AUM
• WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC

  SEC file number 801-70712 · NEW YORK, NY · 20 employees

  $908.7M AUM
• BALANCE SHEET SOLUTIONS LLC

  SEC file number 801-63345 · NAPERVILLE, IL · 28 employees

  $908.5M AUM
• BUCKINGHAM CAPITAL MANAGEMENT INC

  SEC file number 801-26326 · NEW YORK, NY · 14 employees

  $907.6M AUM
• SOUTHERNSUN ASSET MANAGEMENT LLC

  SEC file number 801-71849 · MEMPHIS, TN · 17 employees

  $906.4M AUM
• CROWELL, WEEDON & CO.

  SEC file number 801-67246 · LOS ANGELES, CA

  $906.1M AUM
• DOMINUS CAPITAL MANAGEMENT, L.P.

  SEC file number 801-73269 · NEW YORK, NY · 13 employees

  $906.1M AUM
• CONSOLIDATED PORTFOLIO REVIEW CORP

  SEC file number 801-38795 · WOODBURY, NY · 833 employees

  $905.6M AUM
• VICTORIA 1522 INVESTMENTS, LP

  SEC file number 801-68943 · SAN FRANCISCO, CA · 8 employees

  $904.6M AUM
• BERKSHIRE MONEY MANAGEMENT, INC.

  SEC file number 801-61763 · DALTON, MA · 19 employees

  $903.8M AUM
• ASTRAEUS ADVISERS, LLC

  SEC file number 801-69717 · PARK RIDGE, IL · 9 employees

  $903.3M AUM
• VERITY ASSET MANAGEMENT, INC.

  SEC file number 801-66730 · DURHAM, NC · 64 employees

  $902.9M AUM
• DELEGATE ADVISORS, LLC

  SEC file number 801-72996 · CHAPEL HILL, NC · 12 employees

  $902.4M AUM
• GRIFFIN ASSET MANAGEMENT, LLC

  SEC file number 801-7495 · NEW YORK, NY · 10 employees

  $902.3M AUM
• ACUITAS INVESTMENTS, LLC

  SEC file number 801-79447 · SEATTLE, WA · 7 employees

  $902.2M AUM
• EQUINOX INSTITUTIONAL ASSET MANAGEMENT, LP

  SEC file number 801-64917 · PRINCETON, NJ · 12 employees

  $901.3M AUM
• ANCHOR BOLT CAPITAL, LP

  SEC file number 801-77164 · CHICAGO, IL · 12 employees

  $900.6M AUM
• WELLSPRING CAPITAL MANAGEMENT LLC

  SEC file number 801-74093 · NEW YORK, NY · 22 employees

  $900.5M AUM
• PRIVATE ADVISORY GROUP LLC

  SEC file number 801-79100 · REDMOND, WA · 18 employees

  $900.5M AUM
• VERSANT CAPITAL MANAGEMENT, INC.

  SEC file number 801-63192 · PHOENIX, AZ · 15 employees

  $900.5M AUM
• GREENLEAF ADVISORS LLC

  SEC file number 801-80155 · RED BANK, NJ · 6 employees

  $900M AUM
• PRIVATE PORTFOLIO PARTNERS, LLC

  SEC file number 801-81108 · PARAMUS, NJ · 28 employees

  $899.9M AUM
• OAK RIDGE INVESTMENTS, LLC

  SEC file number 801-35529 · CHICAGO, IL · 11 employees

  $899.9M AUM
• TRPC ADVISORY SERVICES, INC.

  SEC file number 801-93173 · BRENTWOOD, TN · 13 employees

  $899.2M AUM
• HEADINVEST, LLC

  SEC file number 801-66773 · PORTLAND, ME · 16 employees

  $897.6M AUM
• PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC

  SEC file number 801-66042 · NEW YORK, NY · 12 employees

  $897.5M AUM
• OAK CIRCLE CAPITAL PARTNERS LLC

  SEC file number 801-77294 · NEW YORK, NY · 11 employees

  $897M AUM
• PERSONAL FINANCIAL PLANNING, INC.

  SEC file number 801-62565 · DEERFIELD, IL · 4 employees

  $897M AUM
• ELK CREEK PARTNERS, LLC

  SEC file number 801-78960 · DENVER, CO · 8 employees

  $896.8M AUM
• KG FUNDS MANAGEMENT LLC

  SEC file number 801-79918 · NEW YORK, NY · 11 employees

  $896.6M AUM
• CENTURY CAPITAL MANAGEMENT, LLC

  SEC file number 801-62860 · BOSTON, MA · 18 employees

  $895.4M AUM
• ARDSLEY ADVISORY PARTNERS

  SEC file number 801-73664 · STAMFORD, CT · 13 employees

  $895.3M AUM
• 10-15 ASSOCIATES, INC.

  SEC file number 801-61077 · GOSHEN, NY · 14 employees

  $895.3M AUM
• ASHFORD CAPITAL MANAGEMENT INC

  SEC file number 801-15054 · WILMINGTON, DE · 15 employees

  $894.8M AUM
• PORTLAND GLOBAL ADVISORS LLC

  SEC file number 801-54256 · PORTLAND, ME · 11 employees

  $894.6M AUM
• CQS (US), LLC

  SEC file number 801-69452 · NEW YORK, NY · 17 employees

  $894.6M AUM
• HEMINGTON WEALTH MANAGEMENT, LLC

  SEC file number 801-78557 · FALLS CHURCH, VA · 17 employees

  $894.4M AUM
• BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC

  SEC file number 801-71137 · BETHESDA, MD · 36 employees

  $894.1M AUM
• FUNDX INVESTMENT GROUP, LLC

  SEC file number 801-54793 · SAN FRANCISCO, CA · 14 employees

  $893.4M AUM
• OLD DOMINION CAPITAL MANAGEMENT INC.

  SEC file number 801-33743 · CHARLOTTESVILLE, VA · 12 employees

  $892.5M AUM
• ADAMS ASSET ADVISORS LLC

  SEC file number 801-61797 · DALLAS, TX · 4 employees

  $892.1M AUM
• HIMCO HGF I, LLC

  SEC file number 801-72859 · MORRISTOWN, NJ · 62 employees

  $891.3M AUM
• FILBRANDT INVESTMENT ADVISERS INCORPORATED

  SEC file number 801-55558 · MIDDLETON, WI · 14 employees

  $891M AUM
• STEPP & ROTHWELL INC

  SEC file number 801-55489 · OVERLAND PARK, KS · 22 employees

  $890.7M AUM
• KUDU INVESTMENT HOLDINGS, LLC

  SEC file number 801-80974 · NEW YORK, NY · 16 employees

  $890.3M AUM
• PENSO ADVISORS, LLC

  SEC file number 801-74297 · NEW YORK, NY · 12 employees

  $890M AUM
• WINSLOW, EVANS & CROCKER, INC.

  SEC file number 801-63905 · BOSTON, MA · 49 employees

  $889.4M AUM
• MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

  SEC file number 801-62669 · WAYZATA, MN · 9 employees

  $889M AUM
• PERIMETER CAPITAL PARTNERS LLC

  SEC file number 801-66782 · ATLANTA, GA · 16 employees

  $888.5M AUM
• SCHAEFER FINANCIAL MANAGEMENT, INC.

  SEC file number 801-34341 · CENTENNIAL, CO · 9 employees

  $888.3M AUM