Firms - Form ADV

NameLast Filing
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INCMar 31, 2025
BAKER STREET ADVISORS, LLCMar 31, 2025
RVW WEALTH LLCMar 31, 2025
COMPREHENSIVE WEALTH MANAGEMENTMar 31, 2025
USAA INVESTMENT SERVICES COMPANYMar 31, 2025
POINT72 ASSET MANAGEMENT, L.P.Mar 31, 2025
BELVERON REAL ESTATE PARTNERS, LLCMar 31, 2025
ADAMS FUNDS ADVISERSMar 31, 2025
GRAPHENE VENTURES LLCMar 31, 2025
CORE AND VALUE ADVISORS, LLCMar 31, 2025
WHITESTAR ADVISORS, LLCMar 31, 2025
REDWOOD INVESTMENT MANAGEMENT, LLC.Mar 31, 2025
LEADENHALL CAPITAL PARTNERSMar 31, 2025
MIDWESTERN SECURITIES TRADING CO.,LLCMar 31, 2025
HURLEY CAPITAL, LLCMar 31, 2025
DOUBLEBLUE CAPITAL MANAGEMENT L.P.Mar 31, 2025
WEINBERG CAPITAL GROUP, INC.Mar 31, 2025
GLENCOE LIMITED, L.L.C.Mar 31, 2025
ASCENTRISMar 31, 2025
ONE OAK CAPITAL MANAGEMENT, LLCMar 31, 2025
DIMENSIONAL FUND ADVISORS LTDMar 31, 2025
KESTRA INSTITUTIONAL SERVICES, LLCMar 31, 2025
EVERCORE WEALTH MANAGEMENT, LLCMar 31, 2025
BATES FINANCIAL ADVISORS, INC.Mar 31, 2025
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.Mar 31, 2025
VIOLA PE MANAGEMENT COMPANY LTD.Mar 31, 2025
MULHOLLAND WEALTH ADVISORS, LLCMar 31, 2025
MBK MANAGEMENT, INC.Mar 31, 2025
POLUS CAPITAL MANAGEMENT LIMITEDMar 31, 2025
AE INDUSTRIAL PARTNERS, LPMar 31, 2025
ADVANCED PORTFOLIO MANAGEMENT, LLCMar 31, 2025
DWS INVESTMENT MANAGEMENT AMERICAS, INC.Mar 31, 2025
NUT TREE CAPITAL MANAGEMENT, LPMar 31, 2025
THE STERLING GROUPMar 31, 2025
CLIENT 1ST ADVISORY GROUPMar 31, 2025
ONEDIGITALMar 31, 2025
BRETON COMar 31, 2025
MENDON CAPITAL ADVISORS CORPMar 31, 2025
VERNAL POINT ADVISORS, LLCMar 31, 2025
CHENAVARI INVESTMENT MANAGERSMar 31, 2025
GULFSTREAM CM, LLCMar 31, 2025
ENERGY INCOME PARTNERSMar 31, 2025
CAPITAL MARKETS IQ, LLCMar 31, 2025
FINANCIAL SENSE ADVISORS, INC.Mar 31, 2025
H2 EQUITY PARTNERSMar 31, 2025
U.S. BANCORP ADVISORS, LLCMar 31, 2025
GILL CAPITAL PARTNERSMar 31, 2025
RUNDE & CO. LLCMar 31, 2025
DELTEC ASSET MANAGEMENT LLCMar 31, 2025
THAYER STREET PARTNERS MANAGEMENT, LLCMar 31, 2025
BUTTONWOOD FINANCIAL GROUP, LLCMar 31, 2025
GIRARD ADVISORY SERVICES, LLCMar 31, 2025
VALOR ADVISORS LLCMar 31, 2025
KNIGHTHEAD CAPITAL MANAGEMENT, LLCMar 31, 2025
DIMENSIONAL FUND ADVISORS LPMar 31, 2025
CRESSEY & COMPANY LPMar 31, 2025
OY SIRIUS CAPITAL PARTNERS ABMar 31, 2025
STANLEY-LAMAN GROUP LTD.Mar 31, 2025
VAN HULZEN FINANCIAL ADVISORSMar 31, 2025
NEWTON INVESTMENT MANAGEMENT LTDMar 31, 2025
CLARITY CAPITAL KCPS LTDMar 31, 2025
OSTERWEIS CAPITAL MANAGEMENTMar 31, 2025
SATORI CAPITAL, LLCMar 31, 2025
STALEY CAPITALMar 31, 2025
MCM CAPITAL ADVISORS III, LLCMar 31, 2025
INTEGRATED ADVISORS NETWORK LLCMar 31, 2025
STEADFAST CAPITAL MANAGEMENT LPMar 31, 2025
LAW FINANCE GROUP MANAGEMENT COMPANYMar 31, 2025
MANHATTAN WEST ASSET MANAGEMENT, LLCMar 31, 2025
TRG MANAGEMENT LPMar 31, 2025
TYRUS CAPITAL S.A.M.Mar 31, 2025
INVESCOMar 31, 2025
BARDIN HILL INVESTMENT PARTNERS LPMar 31, 2025
DW PARTNERS, LPMar 31, 2025
EMPOWER CAPITAL MANAGEMENT, LLCMar 31, 2025
OCEAN PARK ASSET MANAGEMENT, LLCMar 31, 2025
NIPUN CAPITAL, L.P.Mar 31, 2025
THE BOLLARD GROUP LLCMar 31, 2025
DFJ DRAGONMar 31, 2025
PARKS CAPITALMar 31, 2025
SAGE STONE WEALTH MANAGEMENT LLCMar 31, 2025
ABRAMS BISON INVESTMENTS, L.L.C.Mar 31, 2025
BMB ADVISERS LLCMar 31, 2025
VINE INVESTMENT ADVISORS, LPMar 31, 2025
ALPHA WAVE GLOBAL, LPMar 31, 2025
NORTHEAST ADVISERS, INC.Mar 31, 2025
RDA FINANCIAL NETWORKMar 31, 2025
ALLIANT RETIREMENT CONSULTINGMar 31, 2025
ADAMS DIVERSIFIED EQUITY FUND, INC.Mar 31, 2025
BOYAR ASSET MANAGEMENT, INC.Mar 31, 2025
CHI-RHO FINANCIAL, LLCMar 31, 2025
WEALTH DIMENSIONS FAMILY OFFICE, INCMar 31, 2025
POMONA CAPITALMar 31, 2025
PAPAMARKOU WELLNER PERKIN ADVISORSMar 31, 2025
LASALLE INVESTMENT MANAGEMENT SECURITIESMar 31, 2025
CABOT WEALTH MANAGEMENTMar 31, 2025
MILLENNIUM MANAGEMENT LLCMar 31, 2025
THE CARLYLE GROUPMar 31, 2025
INSTITUTIONAL CAPITAL MANAGEMENT, INC.Mar 31, 2025
DFA AUSTRALIA LIMITEDMar 31, 2025
REDWOOD CAPITAL MANAGEMENT, LLCMar 31, 2025
REVERENCE CAPITAL PARTNERSMar 31, 2025
THE ADVISORY GROUP OF SAN FRANCISCO, LLCMar 31, 2025
CLEAR POINT ADVISORS, INC.Mar 31, 2025
L CATTERTON EUROPEMar 31, 2025
FIRSTMARK CAPITAL, LLCMar 31, 2025
MORADO VENTURES, LLCMar 31, 2025
ENGLE CAPITAL MANAGEMENT, L.P.Mar 31, 2025
AMERRA CAPITAL MANAGEMENT, LLCMar 31, 2025
WEFUNDERMar 31, 2025
VARAGON CAPITAL PARTNERS, L.P.Mar 31, 2025
VOLEON CAPITAL MANAGEMENT LPMar 31, 2025
JASPER RIDGE PARTNERS, L.P.Mar 31, 2025
FIRST EAGLE ALTERNATIVE CREDIT, LLCMar 31, 2025
LEAFHOUSE FINANCIAL ADVISORS, LLCMar 31, 2025
WESTWOOD GLOBAL INVESTMENTSMar 31, 2025
NEXT COAST VENTURES, LLCMar 31, 2025
QARMA TECHNOLOGY, INC.Mar 31, 2025
SCHAFER CULLEN CAPITAL MANAGEMENT INCMar 31, 2025
ZEVIN ASSET MANAGEMENT, LLCMar 31, 2025
HFR ASSET MANAGEMENT, L.L.CMar 31, 2025
URBAN FUND MANAGEMENT, LLCMar 31, 2025
CREATIVEONE WEALTH, LLCMar 31, 2025
PAAMCO PRISMA, LLCMar 31, 2025
WESTVIEW CAPITAL MANAGEMENT LLCMar 31, 2025
AZA CAPITAL MANAGEMENTMar 31, 2025
RICHMOND BROTHERS, INC.Mar 31, 2025
ADIT VENTURES MANAGEMENT, LLCMar 31, 2025
THRIVENT FINANCIAL FOR LUTHERANSMar 31, 2025
CERVIN VENTURES MANAGEMENT, LLCMar 31, 2025
LONE STAR FUNDSMar 31, 2025
BLACKRIDGE ASSET MANAGEMENT, LLCMar 31, 2025
CARTER-HASTON INVESTMENT PARTNERS II GP, LLCMar 31, 2025
EUREKA EQUITY PARTNERSMar 31, 2025
COMPLUS ASSET MANAGEMENT LIMITEDMar 31, 2025
CLEARPATH CAPITAL PARTNERS LLCMar 31, 2025
FIL INVESTMENTS (JAPAN) LIMITEDMar 31, 2025
ALLIED ASSET ADVISORS INCMar 31, 2025
NWF ADVISORY SERVICES INCMar 31, 2025
HARRIS PRESTON & PARTNERS, LLCMar 31, 2025
TAILWIND CAPITALMar 31, 2025
HULL TACTICALMar 31, 2025
IPG INVESTMENT ADVISORS, LLCMar 31, 2025
ALMANACK INVESTMENT PARTNERSMar 31, 2025
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLPMar 31, 2025
CLARKSTON CAPITAL PARTNERS, LLCMar 31, 2025
COLLINS ADVISORS, LLCMar 31, 2025
MERIDIAN WEALTH MANAGEMENT, LLCMar 31, 2025
CAMBIAR INVESTORS, LLCMar 31, 2025
GLADE BROOK CAPITAL PARTNERS LLCMar 31, 2025
LESA SROUFE & COMPANY, INC.Mar 31, 2025
RUNWAY GROWTH CAPITAL LLCMar 31, 2025
ATLANTIC STREET CAPITAL MANAGEMENT, LLCMar 31, 2025
AVIANCE CAPITAL PARTNERS LLCMar 31, 2025
HUNTINGTON FINANCIAL ADVISORSMar 31, 2025
VONTOBEL SWISS FINANCIAL ADVISERSMar 31, 2025
CHAPIN DAVIS ASSET MANAGEMENTMar 31, 2025
HGI CAPITAL MANAGEMENT, LLC.Mar 31, 2025
MADISON REALTY CAPITALMar 31, 2025
MORSE CAPITAL PARTNERS, LLCMar 31, 2025
SAGEVIEW ADVISORY GROUP, LLCMar 31, 2025
KRANE FUNDS ADVISORS, LLCMar 31, 2025
HIGHLAND ASSOCIATES INCMar 31, 2025
ARCMMar 31, 2025
FIRST SENTIER INVESTORS (UK) IM LIMITEDMar 31, 2025
HG VORA CAPITAL MANAGEMENT, LLCMar 31, 2025
CARMEL PARTNERSMar 31, 2025
1919 INVESTMENT COUNSEL, LLCMar 31, 2025
MOSS ADAMS WEALTH ADVISORS LLCMar 31, 2025
HERMES INVESTMENT MANAGEMENT LIMITEDMar 31, 2025
CADIAN CAPITAL MANAGEMENT, LPMar 31, 2025
LASALLE INVESTMENT MANAGEMENTMar 31, 2025
HERONETTA MANAGEMENT, L.P.Mar 31, 2025
HIRTLE, CALLAGHAN & CO., LLCMar 31, 2025
PPC ENTERPRISES LLCMar 31, 2025
AMERICAN BEACON ADVISORS, INC.Mar 31, 2025
OXBOW CAPITAL MANAGEMENT (HK) LIMITEDMar 31, 2025
DATA POINT MANAGEMENT COMPANY, LLCMar 31, 2025
STONEBRIDGE CAPITAL ADVISORS LLCMar 31, 2025
FIRST CITIZENS ASSET MANAGEMENT, INCMar 31, 2025
ALTRUIST FINANCIAL ADVISORS LLCMar 31, 2025
BROADWOOD CAPITAL, INCMar 31, 2025
MOLLER WEALTH PARTNERSMar 31, 2025
CS PLANNING CORPMar 31, 2025
FIRST ADVISORS NATIONAL, LLCMar 31, 2025
AVIGHNA CAPITAL ADVISORSMar 31, 2025
CREWCIAL PARTNERS LLCMar 31, 2025
DFW CAPITAL PARTNERSMar 31, 2025
CERITY PARTNERS LLCMar 31, 2025
MAI CAPITAL MANAGEMENT, LLCMar 31, 2025
RIVO ALTO CAPITAL FUNDING LLCMar 31, 2025
CULLEN CAPITAL MANAGEMENT, LLCMar 31, 2025
TOUCHSTONE ADVISORS INCMar 31, 2025
ARDEN FUND MANAGEMENT, LLCMar 31, 2025
TEZA CAPITAL MANAGEMENT LLCMar 31, 2025
PEAK CAPITAL MANAGEMENT, LLCMar 31, 2025
INDIANO CAPITAL MANAGEMENTMar 31, 2025
UBS FINANCIAL SERVICES INC.Mar 31, 2025
TCFG INVESTMENT ADVISORS, LLCMar 31, 2025
STABILIS CAPITAL MANAGEMENT, LPMar 31, 2025