Firms - Form ADV

NameLast Filing
VERIFI FINANCIALJan 18, 2023
THE FINANCIAL PHARMACIST, INC.Jan 17, 2023
CRYSTAL CAPITAL MANAGEMENT CORPORATIONJan 17, 2023
COMPASS FINANCIAL ADVISORY, LLCJan 17, 2023
DIAMOND FINANCIAL CORPORATIONJan 17, 2023
SYNERGY ASSET STRATEGIES, INC.Jan 17, 2023
ANDREW MCDONNELL CERTIFIED FINANCIAL SERVICES INC.Jan 17, 2023
EVAN PRESS, CFP®Jan 17, 2023
CL FAMILY CONSULTING LLCJan 17, 2023
RETIREMENT PLANNING CONSULTANTS INCJan 17, 2023
THREE TWENTY ONE FINANCIAL OUTFITTERSJan 17, 2023
TIP-TOP CAPITAL LLCJan 17, 2023
NEWCREST ADVISORS, LLCJan 17, 2023
UJJVAL INVESTMENTS, LLCJan 16, 2023
SPOHN FINANCIAL SERVICES, LLCJan 16, 2023
YAPING SUNJan 16, 2023
UTAH INVESTMENT ADVISORS LLCJan 16, 2023
Q ROBERTSON ENTERPRISESJan 16, 2023
CASTAGNA, PAUL A.Jan 16, 2023
WESTERLY WINDS USA, INC.Jan 16, 2023
SUMMIT WEALTH INVESTMENTSJan 15, 2023
HARDING AVENUE CAPITALJan 14, 2023
THOMAS DENT INVESTMENTS, INC.Jan 13, 2023
FINANCIAL SERVICES CENTER ASSET MANAGEMENT INC.Jan 13, 2023
LEE INVESTMENT CONSULTING, LLCJan 13, 2023
OASE FINANCIAL SERVICES, LLCJan 13, 2023
CITADEL CAPITAL MANAGEMENTJan 13, 2023
ZACHARY FINANCIAL CONSULTANTS LLCJan 13, 2023
CRYPTO CAPITAL, LLCJan 13, 2023
ANTLER CREEK INVESTMENT MANAGEMENT, LLCJan 13, 2023
PLANYOURWEI FINANCIAL LLCJan 13, 2023
GLOBAL PORTFOLIOS, LLCJan 12, 2023
MAGNOLIA LANE FINANCIAL ADVISORS, LLCJan 12, 2023
GARY BURGER INVESTMENTS, LLCJan 12, 2023
KEN S GREENLY PLLCJan 12, 2023
BLACKBOX CAPITAL MANAGEMENTJan 12, 2023
TRINITY CREEK ADVISORS LLCJan 12, 2023
KACAL, WILLIAM JENNINGSJan 12, 2023
COLLECTIVE STUDY, LLCJan 12, 2023
ATLAS CAPITAL ADVISORY LLCJan 12, 2023
SUMMERHILL ASSET MANAGEMENT LLCJan 12, 2023
ARCUS INVESTMENT ASIA LIMITEDJan 11, 2023
GENEVA FINANCIAL GROUP LLCJan 11, 2023
PARENTEAU ANALYTICSJan 11, 2023
ONE TO ONE FINANCIAL SERVICES, LLCJan 11, 2023
WELLSPRING WEALTH COACHING, LLCJan 11, 2023
ABOVEROCK LLCJan 11, 2023
PI INVESTMENTS LLCJan 11, 2023
TSN MANAGEMENT INC.Jan 11, 2023
NEXUS WEALTH ADVISORSJan 11, 2023
STIVERS WEALTH MANAGEMENT LLCJan 11, 2023
DNA INVESTMENT PARTNERS, LLCJan 11, 2023
BALAJ, SIMONJan 11, 2023
MASON, L. HARDYJan 10, 2023
JUSTICE FINANCIAL ADVISING, INC.Jan 10, 2023
SEGUE SPECIAL SITUATIONS GROUP LLCJan 10, 2023
ALBERTY ASSET MANAGEMENT LLCJan 10, 2023
DBG CAPITAL ADVISORS, LLCJan 10, 2023
MLS FINANCIAL PLANNING, LLCJan 10, 2023
TCP WEALTH MANAGEMENT LLCJan 10, 2023
VALUE PARTNERS INVESTMENT COUNSELJan 10, 2023
LYONS DEN CAPITAL, LLCJan 10, 2023
NEW TRENDS INVESTMENT CLUB LLCJan 10, 2023
CELEBRATE FINANCIAL PLANNINGJan 10, 2023
ARCTIC CAPITAL ADVISORS LLCJan 10, 2023
WEALTH PLANNING & MANAGEMENT, LLCJan 09, 2023
PRISM FINANCIAL CONCEPTSJan 09, 2023
WATERFRONT WEALTH MANAGEMENTJan 09, 2023
COOK CAPITAL MANAGEMENTJan 09, 2023
COLLINS FINANCIAL MANAGEMENT, LLCJan 09, 2023
VESTIGE CAPITAL LLLPJan 09, 2023
CLINE FINANCIALJan 09, 2023
RISE INVESTMENT MANAGEMENT, LLCJan 08, 2023
GEHRET INVESTMENTSJan 06, 2023
ELMWOOD INCOME PARTNERS LLCJan 06, 2023
BIGFIN CAPITAL, LLCJan 06, 2023
PARADIGM INSTITUTIONAL INVESTMENTS LLCJan 06, 2023
GLOBAL EQUITY STRATEGY LLCJan 06, 2023
LEUNG ENTERPRISESJan 06, 2023
GREENSTEIN, LAWRENCEJan 06, 2023
FOLLOW-ON MANAGEMENT LLCJan 06, 2023
EVANOFF FINANCIAL ADVISORSJan 05, 2023
BERARDI, GOTTSTINE & MILLER, CPA'S P.C.Jan 05, 2023
JAMES WHEELER & CO. ADVISORSJan 05, 2023
ATHENA'S WEALTH, INC.Jan 05, 2023
SUNSEGO LLCJan 05, 2023
ISF ADVISORY, LLCJan 05, 2023
FRANKLIN TEMPLETON ASIA PACIFIC ALTERNATIVESJan 05, 2023
CAPITAL TODAY CHINAJan 04, 2023
VONTOBEL SWISS WEALTH ADVISORS AGJan 04, 2023
ANDREW J. SPILLIOS, CFPJan 04, 2023
LONGVIEW FINANCIAL, INC.Jan 04, 2023
FARRELL, JOHN ROBERTJan 04, 2023
SIVER FINANCIAL SERVICESJan 04, 2023
TRUE SIGNAL LPJan 04, 2023
ALTRUISTIC CAPITAL MANAGEMENT, LLCJan 04, 2023
CLARITY WEALTH SOLUTIONS LLCJan 04, 2023
RIPTIDE VENTURESJan 04, 2023
TETRAHEDRON FINANCIAL CONSULTINGJan 04, 2023
BLUE RIVER WATERS FUND LPJan 04, 2023
HERSHEY'S INVESTMENTS, LLCJan 03, 2023
CALLAHAN FINANCIALJan 03, 2023
SHIELDS TAX & INVESTMENT MANAGEMENTJan 03, 2023
FORTRESS ESTATE SOLUTIONS, PLLCJan 03, 2023
PARADIGM FINANCIAL GROUP LLCJan 03, 2023
BPD WEALTH MANAGEMENT LLCJan 03, 2023
VERDIAJan 03, 2023
LIFE CYCLE FINANCIAL PLANNINGJan 03, 2023
BAY CAPITAL MANAGEMENTJan 03, 2023
VERITY CAPITAL MANAGEMENT, LLCJan 03, 2023
HARVEST ASSET GROUP, LLCJan 03, 2023
MYRA CAPITAL LLCJan 03, 2023
ACUMEN WEALTH MANAGEMENTJan 03, 2023
LV CAPITAL PARTNERS LLCJan 03, 2023
SAR CAPITAL MANAGEMENT LLCJan 03, 2023
NOW I HAVE A PLANJan 03, 2023
CORTEX TECHNOLOGY CAPITAL ADVISORS, LLCJan 03, 2023
KAMERIK CAPITALJan 03, 2023
FIRST UNITED LEGACY ADVISORSJan 03, 2023
KINDRED CAPITAL LLPJan 03, 2023
GENESIS VENTURES LATAM, INC.Jan 03, 2023
DECISION TREE WEALTHDec 22, 2022
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATIONDec 21, 2022
GLOBAL SELECTION ADVISORS LTD.Dec 21, 2022
PROTECTED FUTURE, LLCDec 21, 2022
TOWNSEND STREET CAPITAL MANAGEMENTDec 21, 2022
MAKARADec 21, 2022
BIRIS CAPITAL PARTNERSDec 21, 2022
THETA INVESTMENTS, LLCDec 21, 2022
LUFKIN ADVISORS, LLCDec 20, 2022
BLOOOM, INC.Dec 20, 2022
THIRDWEALTH INTERNATIONAL, INCDec 20, 2022
VALENT ASSET MANAGEMENT LLCDec 20, 2022
HUMBLE STONEBROOK FUND LLCDec 20, 2022
SPECTRUM WEALTH MANAGEMENTDec 19, 2022
DAVIDSON FIXED INCOME MANAGEMENT, INC.Dec 19, 2022
TETRANT FINANCIALDec 19, 2022
SOLUTION FACTORY, LLCDec 19, 2022
ALPHABETWISE CAPITAL, LLCDec 17, 2022
TRUSTCORE FINANCIAL SERVICES, LLCDec 16, 2022
MONTEALEGRE FINANZAS LLCDec 16, 2022
MUCKER SEED, LLCDec 16, 2022
RETIREWISE CFPDec 15, 2022
KEY ASSET ADVISORSDec 15, 2022
HARVEST RETURNS, INCDec 15, 2022
BLK FINANCIAL ADVISORS, LLCDec 14, 2022
TRI PEAKS CAPITAL, LLCDec 14, 2022
LAPLACE INVESTMENT MANAGEMENT INC.Dec 14, 2022
BLUE AI CAPITAL MANAGEMENT LLCDec 14, 2022
SWISS-ASIA ASSET MANAGEMENT (HK) LIMITEDDec 13, 2022
SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLCDec 13, 2022
MCNAMARA CAPITAL INVESTMENT GROUP, LLCDec 13, 2022
AESION LLCDec 13, 2022
MCGUIRE FINANCIAL SOLUTIONSDec 12, 2022
ZAGROS CAPITAL MANAGEMENT, LLCDec 12, 2022
THE AUGUST WEALTH MANAGEMENT GROUPDec 12, 2022
M CAPITAL TECHNOLOGIES, LLCDec 12, 2022
CUMMINS, IANDec 12, 2022
BELVEDERE ADVISORS LLCDec 09, 2022
JOCELYN INVESTMENT MANAGEMENT, LLCDec 09, 2022
STONEBRIDGE INVESTMENT ADVISORS, LLCDec 09, 2022
TRENDLINE WEALTH MANAGEMENT CORPORATIONDec 09, 2022
AGNOSTIC VENTURES MANAGEMENT, LLCDec 08, 2022
PEARL OTTAWA MANAGEMENT COMPANY LLCDec 08, 2022
AQUA FINANCIAL PLANNING, LLCDec 07, 2022
JAMES D. MAXON FINANCIAL ADVISORS, LLCDec 07, 2022
DETROIT STREET PARTNERS, INC.Dec 07, 2022
THE GENERAL & ASSOCIATES LLCDec 07, 2022
KAIROS PRIVATE WEALTH, INC.Dec 07, 2022
ALTERNATIVE FINANCIAL PLANNINGDec 07, 2022
PINNACLE WEALTH MANAGEMENT, INC.Dec 06, 2022
BUTTONWOOD ADVISORS, LLCDec 06, 2022
NORTHSHIRE CONSULTING, LLCDec 06, 2022
TOMCHANEY INVESTMENT SERVICES, INC.Dec 06, 2022
PREMIERE DEAL PARTNERSDec 06, 2022
TRIUNE PARTNERSDec 06, 2022
LH WEALTH MANAGEMENTDec 06, 2022
FORWARD MANAGEMENT, LLCDec 05, 2022
SUSTAINABLE WOODLANDS PARTNERS, LLCDec 05, 2022
SALIENT CAPITAL ADVISORS, LLCDec 05, 2022
WHITE OAK CAPITAL MANAGEMENTDec 05, 2022
MILLER PRIVATE WEALTH LLCDec 05, 2022
BIG BASIN MANAGEMENT, LLCDec 02, 2022
EQUITY MANAGEMENT, INC.Dec 02, 2022
SEMINARS FOR THE ADVANCEMENT OF FINANCIAL EDUCATIONDec 02, 2022
HQ INVESTMENTS LLCDec 02, 2022
PCK INVESTMENTSDec 01, 2022
HEDOSOPHIA SERVICES LLCDec 01, 2022
AKSIA CHICAGO LLCNov 30, 2022
BALA CAPITAL GROUP, LLCNov 30, 2022
FREEDOM ADVISORY SERVICES, LLCNov 30, 2022
R.L.K. ADVISORY GROUPNov 30, 2022
KL FINANCIAL LLCNov 30, 2022
STACKHABITNov 30, 2022
FINACLEAINov 30, 2022
DENNIS GLYNN, CPANov 29, 2022
PRAXIA FINANCIAL SERVICES, LLCNov 29, 2022
TRANSPARENT INVESTMENT SOLUTIONS LLCNov 29, 2022
YUCA CAPITAL LLCNov 29, 2022
SOBEL FINANCIAL ADVISORS, LLCNov 28, 2022