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Firms - Form ADV

NameLast Filing
AFFINITY INVESTMENT GROUP, LLCSep 26, 2023
CALDER FINANCIAL GROUPSep 26, 2023
PATTON ALBERTSON MILLER GROUP, LLCSep 26, 2023
WRIGHT FUND MANAGEMENT, LLCSep 26, 2023
ASSET PLANNING CORPORATIONSep 26, 2023
MARCUARD FAMILY OFFICE LTDSep 26, 2023
IFAM CAPITALSep 26, 2023
SANDY COVE ADVISORS, LLCSep 26, 2023
STRATEGIC WEALTH PARTNERSSep 26, 2023
LEAVELL INVESTMENT MANAGEMENT, INC.Sep 26, 2023
COMERICA SECURITIESSep 26, 2023
SANTANDER SECURITIESSep 26, 2023
GLG PARTNERS LPSep 26, 2023
FRM INVESTMENT MANAGEMENT (USA) LLCSep 26, 2023
BENCHMARK INVESTMENT ADVISORS LLCSep 26, 2023
FMB WEALTH MANAGEMENTSep 26, 2023
THE WEALTH CONSULTING GROUPSep 26, 2023
CWA ASSET MANAGEMENT GROUPSep 26, 2023
COASTAL BRIDGE ADVISORSSep 26, 2023
BETTERWEALTH LLCSep 26, 2023
GLG LLCSep 26, 2023
AHL PARTNERS LLPSep 26, 2023
FORTRESS INVESTMENT GROUPSep 26, 2023
ARIES WEALTH MANAGEMENT, LLCSep 26, 2023
GREEN CENTURY CAPITAL MANAGEMENT INCSep 26, 2023
SENTINEL PENSION ADVISORS INCSep 26, 2023
MERRIMANSep 26, 2023
COMMONWEALTH FINANCIAL NETWORKSep 26, 2023
MEANS WEALTH MANAGEMENTSep 26, 2023
SILVERMINE CAPITAL MANAGEMENTSep 26, 2023
THE RICE PARTNERSHIP, LLCSep 26, 2023
&PARTNERSSep 26, 2023
GOLDENTREE ASSET MANAGEMENT LPSep 26, 2023
BOK FINANCIAL PRIVATE WEALTH, INC.Sep 26, 2023
PARADIGM PARTNERS CAPITAL MANAGEMENTSep 26, 2023
STRATOS WEALTH PARTNERS, LTDSep 26, 2023
GLAZER CAPITAL, LLC.Sep 26, 2023
TANO CAPITAL, LLCSep 26, 2023
LION STREET ADVISORS, LLCSep 26, 2023
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCSep 26, 2023
ALASKA WEALTH ADVISORSSep 26, 2023
FMB RETIREMENT SERVICESSep 26, 2023
MAN GLOBAL PRIVATE MARKETS (USA) INC.Sep 26, 2023
KNIGHTSBRIDGE ADVISERS LLCSep 26, 2023
QUADRANT PRIVATE WEALTH MANAGEMENT, LLCSep 26, 2023
NORTHERN TRUST SECURITIES, INCSep 26, 2023
WESPAC ADVISORS, LLCSep 26, 2023
FOCUSED WEALTH MANAGEMENT, INC.Sep 26, 2023
FIRST TRUST GLOBAL PORTFOLIOS LTD.Sep 26, 2023
FRIEDENTHAL FINANCIAL, LLCSep 26, 2023
ALPHACORE CAPITAL LLCSep 26, 2023
JOEL ISAACSON & CO., LLCSep 26, 2023
TRIBECA INVESTMENT PARTNERS PTY LTDSep 26, 2023
NMS CAPITAL SERVICES, LLCSep 26, 2023
SIERRA INVESTMENT MANAGEMENT INCSep 26, 2023
HOYLECOHEN, LLCSep 26, 2023
OXFORD FINANCIAL GROUP, LTDSep 26, 2023
SABA CAPITAL MANAGEMENT, L.P.Sep 26, 2023
ATLAS PRIVATE WEALTH MANAGEMENT, LLCSep 26, 2023
EW HEALTHCARE PARTNERSSep 26, 2023
INVESTMENT CONSULTING GROUP INCSep 26, 2023
ASSET MANAGEMENT ONE USA INC.Sep 26, 2023
SWS PARTNERS, LLCSep 26, 2023
SILVER OAK SECURITIES, INC.Sep 26, 2023
NUMERIC INVESTORS LLCSep 26, 2023
GW & WADE, LLCSep 26, 2023
DENALI WEALTH MANAGEMENT, INC.Sep 26, 2023
WPWEALTH LLPSep 26, 2023
MPWM ADVISORY SOLUTIONS LLCSep 26, 2023
PT CAPITAL ADVISORS, LLCSep 26, 2023
SEARCY FINANCIAL SERVICES, INC.Sep 26, 2023
ROCKWOOD WEALTH MANAGEMENT, LLCSep 26, 2023
BRILLIANCE ASSET MANAGEMENT LIMITEDSep 26, 2023
LEGACY ADVISORS, LLCSep 26, 2023
OCEAN PARK ASSET MANAGEMENT, INC.Sep 26, 2023
PRIME MERIDIAN CAPITAL MANAGEMENT, LLCSep 26, 2023
DEFENDER CAPITALSep 26, 2023
SIGNATURE INVESTMENT ADVISORS, LLCSep 26, 2023
FIDUCIARY FINANCIAL PARTNERS, LLCSep 26, 2023
CENTRAL TRUST BANKSep 26, 2023
MAN SOLUTIONS LIMITEDSep 26, 2023
WINDSOR CAPITAL MANAGEMENT, LLCSep 26, 2023
DORCHESTER WEALTH MANAGEMENT COMPANYSep 26, 2023
CARDINAL POINT CAPITAL MANAGEMENT, ULCSep 26, 2023
ALPHA CUBED INVESTMENTS, LLCSep 26, 2023
PLATINUM ASSET MANAGEMENTSep 26, 2023
SELWOOD ASSET MANAGEMENT LLPSep 26, 2023
COMMONWEALTH RETIREMENT INVESTMENTS LLCSep 26, 2023
MAN GLOBAL PRIVATE MARKETS (UK) LIMITEDSep 26, 2023
SCP INVESTMENT, LPSep 26, 2023
CRESTWOOD ADVISORSSep 26, 2023
ONE CHARLES PRIVATE WEALTHSep 26, 2023
ANTARCTICA INVESTMENT ADVISORS, LLCSep 26, 2023
CRESSET ASSET MANAGEMENT, LLCSep 26, 2023
BROWNLIE & BRADEN ADVISORS, LLCSep 26, 2023
WEALTHJAR INVESTMENT ADVISORY, LLCSep 26, 2023
FINANCIAL CONSULTANTS GROUP INCSep 26, 2023
S & K INVESTMENT SERVICES, LLCSep 26, 2023
VAN ALSTYNE & CO INCSep 26, 2023
THE HOLBEN GROUP, LLCSep 26, 2023
AVITAS WEALTH MANAGEMENT, LLCSep 26, 2023
CORNERSTONE WEALTHSep 26, 2023
SANTA LUCIA ASSET MANAGEMENT PTE. LTD.Sep 26, 2023
FORTEM FINANCIAL GROUP, LLCSep 26, 2023
THE LIND PARTNERS, LLCSep 26, 2023
ASTON CAPITAL MANAGEMENTSep 26, 2023
KETTER PRIVATE WEALTH, LLC.Sep 26, 2023
MCNALLY, DAVID D.Sep 26, 2023
CUMBERLAND VALLEY FINANCIAL SERVICES INC.Sep 26, 2023
CARRINGTON FINANCIAL PLANNING, LLCSep 26, 2023
TOMAS A. BLANNO AND COMPANY, LLCSep 26, 2023
DOTY EQUITY ADVISORS, INC.Sep 26, 2023
VETTA INVESTMENTSSep 26, 2023
G. DEWAYNE MCANALLYSep 26, 2023
FIT ADVISORS LLCSep 26, 2023
REDWOOD WEALTH MANAGEMENT, LLCSep 26, 2023
LANCASTER COUNTY FINANCIAL GROUP, LLCSep 26, 2023
AVALONSep 26, 2023
SAGEOAK FINANCIAL, LLCSep 26, 2023
REFINED WEALTH MANAGEMENTSep 26, 2023
RIVERCHASE WEALTH MANAGEMENT, LLCSep 26, 2023
WATERCREDIT, LLCSep 26, 2023
KOTYS WEALTH PROFESSIONALSSep 26, 2023
WH WEALTH MANAGEMENT LLCSep 26, 2023
NVEST ADVISORS, LLCSep 26, 2023
T.R.U.E COASTAL CAPITAL, LLCSep 26, 2023
A4 WEALTH ADVISORS LLCSep 26, 2023
RIGHTPATH INVESTMENTS & FINANCIAL PLANNING, INC.Sep 26, 2023
ASSOCIATED INVESTOR SERVICES, INC.Sep 26, 2023
OBSIDIAN INVESTMENT ADVISERS, LLCSep 26, 2023
MASTERPLAN RETIREMENT CONSULTANTSSep 26, 2023
DERENZO ADVISORS LLCSep 26, 2023
VERITAS WEALTH ADVISORSSep 26, 2023
MONEY & CLARITYSep 26, 2023
PATHFINDER PLANNING LLCSep 26, 2023
DIXON AND COMPANY WEALTH MANAGEMENT, LLCSep 26, 2023
DILLON CAPITAL MANAGEMENTSep 26, 2023
CAMELOT WEALTH MANAGEMENT, LLCSep 26, 2023
ENTRUST PARABLE CAPITAL, LLCSep 26, 2023
REVOLUTIONARY WEALTH MANAGEMENT, CORP.Sep 26, 2023
VERISAIL PARTNERS, LLCSep 26, 2023
KANTEN FINANCIAL SERVICESSep 26, 2023
REH WEALTH ADVISORS LLCSep 26, 2023
ARCADIA WEALTH MANAGEMENT, LLCSep 26, 2023
PORTUS CAPITAL MANAGEMENT, LLCSep 26, 2023
PALADIN CAPITALSep 26, 2023
WELLSPRING FINANCIAL, LLCSep 26, 2023
WEITZEL FINANCIAL SERVICES, INC.Sep 26, 2023
PALADIN FINANCIALSep 26, 2023
CINCINNATI WEALTH MANAGEMENT, INC.Sep 26, 2023
INFINITY FINANCIAL STRATEGIES, LLCSep 26, 2023
FIRST LIGHT WEALTH ADVISORS, LLCSep 26, 2023
SLALOM WEALTH MANAGEMENT, LLCSep 26, 2023
LONG GAME FINANCIAL, LLCSep 26, 2023
YANKEE INVESTOR, LLCSep 26, 2023
TKM FINANCIAL SERVICES, LLCSep 26, 2023
PROSPERO WEALTH, LLCSep 26, 2023
ASSET ADVISORSSep 26, 2023
BENCHMARK FINANCIAL, LLCSep 26, 2023
EDGE CAPITAL GROUP, LLCSep 26, 2023
OUI FINANCIALSep 26, 2023
OMNI BRIDGEWAY MANAGEMENT (USA) LLCSep 26, 2023
SEQUENTIS CAPITAL LLCSep 26, 2023
FACE CAPITAL ADVISORSSep 26, 2023
TWO FIRS FINANCIALSep 26, 2023
CAVU WEALTH MANAGEMENTSep 26, 2023
MAN SOLUTIONS (USA) LLCSep 26, 2023
ENOW FINANCIALSep 26, 2023
FOSTER DYKEMA CABOT & PARTNERS, LLCSep 26, 2023
SOFTVEST ADVISORSSep 26, 2023
FALCON HOUSE CAPITAL MANAGEMENT PTE. LTD.Sep 26, 2023
SOUND VIEW WEALTH ADVISORS GROUP, LLCSep 26, 2023
GUNDER WEALTH MANAGEMENT, LLCSep 26, 2023
GREE CAPITAL PARTNERS, LLCSep 26, 2023
VERUM PARTNERS LLCSep 26, 2023
SAMSON ROCK CAPITAL LLPSep 26, 2023
ACCESS SOFTEK ADVISORY SERVICESSep 26, 2023
AEGIS WEALTH MANAGEMENT, INC.Sep 26, 2023
STATHEROS FINANCIAL SOLUTIONS, INC.Sep 26, 2023
WELLINGTON WEALTH STRATEGIES, LLCSep 26, 2023
SHARDING ADVISERS LLCSep 26, 2023
ALPHA FINANCIAL PARTNERS LLCSep 26, 2023
ENTORO INVESTMENTS, LLCSep 26, 2023
EPFC CAPITAL PARTNERSSep 26, 2023
TREASURY FOUNDATIONS, INC.Sep 26, 2023
GRANITE CAPITAL WEALTH MANAGEMENT LLCSep 26, 2023
DRIFTWOOD ADVISORS, LLCSep 26, 2023
TMD WEALTH MANAGEMENTSep 26, 2023
KENSINGTON ASSET MANAGEMENT, LLCSep 26, 2023
PARE PARTNERS LLCSep 26, 2023
SERENE POINT ADVISORS LLCSep 26, 2023
HOSKIN CAPITALSep 26, 2023
AIRE ADVISORS, LLCSep 26, 2023
CORNERSTONE PARTNERSSep 26, 2023
V-SQUARE QUANTITATIVE MANAGEMENTSep 26, 2023
KINETIC WEALTH INVESTMENT ADVISORS, LLCSep 26, 2023
APPLIED DERIVATIVE RESEARCH OR "ADR"Sep 26, 2023
AIS ASSET MANAGEMENTSep 26, 2023
EVERGREEN CAPITAL HOLDINGS, LLCSep 26, 2023
GAMMA INVESTING LLCSep 26, 2023