Firms - Form ADV

NameLast Filing
ME FINANCIAL, PLLCJan 27, 2024
CENTRIPLAN, LLCJan 27, 2024
INNOVA CAPITAL MANAGEMENT, LLCJan 27, 2024
OAKTREE FINANCIAL PLANNING AND CONSULTINGJan 27, 2024
SILVERLAKE PORTFOLIO ADVISORS LLCJan 27, 2024
SHANZER MANAGEMENTJan 27, 2024
JWK FINANCIALJan 27, 2024
TOP SHELF ADVISORSJan 27, 2024
STONE RIDGE ADVISORSJan 27, 2024
RUNDE & CO. LLCJan 26, 2024
BONNER & SMITH, LLCJan 26, 2024
FINLAYSON FINANCIAL PLANNING, INC.Jan 26, 2024
FOX FINANCIAL SERVICES, INC.Jan 26, 2024
KAY QUINN FINANCIAL, LLCJan 26, 2024
PROLOG VENTURES HL, LLCJan 26, 2024
ACCUVEST GLOBAL ADVISORS, INC.Jan 26, 2024
KRAFT ASSET MANAGEMENT, LLCJan 26, 2024
CMC ADVISORS, INC.Jan 26, 2024
HANGAR 4 PARTNERS, LLCJan 26, 2024
WATCHSTONE WEALTH MANAGEMENT LLCJan 26, 2024
ARCHIE GRAY ALLEN, JR.Jan 26, 2024
PROTECTED CAPITAL MANAGEMENTJan 26, 2024
TIDWELL, KIKIJan 26, 2024
VERSAILLES FINANCIAL, LLCJan 26, 2024
191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENTJan 26, 2024
OXFORD CHASE ADVISORS LLCJan 26, 2024
ALAN M. ROSEMAN CPA LLCJan 26, 2024
MORNINGVIEW CAPITALJan 26, 2024
BOATMAN WEALTH MANAGEMENT, LLCJan 26, 2024
PLATINUM PLANNING, INC.Jan 26, 2024
JOHN H. LILES, CFPJan 26, 2024
KMC WEALTH MANAGEMENT, LLCJan 26, 2024
BDKMARKETGROUP INVESTMENT MANAGEMENT LLCJan 26, 2024
KAM-SOUTH, LLCJan 26, 2024
DENVER WEALTH ADVISORSJan 26, 2024
OLYMPIC FINANCIAL ADVISORS, LLCJan 26, 2024
CAROLINA FINANCIAL ADVISORY, INC.Jan 26, 2024
RAYMOND N SEAKAN D/B/A PERFORMANCE INVESTMENT MANAGEMENTJan 26, 2024
CHESTER FINANCIAL SERVICES LLCJan 26, 2024
RCH FIELDS FAMILY WEALTH MANAGEMENT LLCJan 26, 2024
THREE LAKES ADVISORS, INC.Jan 26, 2024
L SQUARED WEALTH MANAGEMENTJan 26, 2024
MACKAY FINANCIAL PLANNING, LLCJan 26, 2024
TRANER SMITH WEALTH MANAGEMENT, INC.Jan 26, 2024
FINANCIAL PLANNING CONCEPTS, INC.Jan 26, 2024
DOMINION CAPITAL ADVISORY, LLCJan 26, 2024
STEADY CLIMB FINANCIAL PLANNINGJan 26, 2024
P.A. SCHOPEN & ASSOCIATES, LLCJan 26, 2024
NORSTAR FINANCIAL OF PLANO, LLCJan 26, 2024
WEBSTER STREET INVESTMENT ADVISORS LLCJan 26, 2024
SAND HARBOR CAPITAL LLCJan 26, 2024
SEQUENTIS CAPITAL LLCJan 26, 2024
PINETREE ADVISORS CORP.Jan 26, 2024
LEVEL WEALTH MANAGEMENT LLCJan 26, 2024
BASELINE PARTNERS LLCJan 26, 2024
TOWER 14 MSP I GP, LLCJan 26, 2024
WYATT WEALTH MANAGEMENTJan 26, 2024
O'TOOLE STRATEGIC INVESTMENTS LLCJan 26, 2024
ANDY MILLARD ADVISORY, LLCJan 26, 2024
CUSHING CAPITAL PARTNERS, LLCJan 26, 2024
D.R. JONES CAPITAL MANAGEMENT, LLCJan 26, 2024
NEW PERSPECTIVE WEALTH MANAGEMENTJan 26, 2024
BEAT VENTURESJan 26, 2024
GSBACKERS, LLCJan 26, 2024
AOT INVEST LLCJan 26, 2024
GENERATIONAL PRIVATE WEALTHJan 26, 2024
INSTITUTIONAL INVESTING ENHANCEMENT LLCJan 26, 2024
LEARGAS CAPITAL LLCJan 26, 2024
HSE EQUITY PARTNERS LLCJan 26, 2024
LYMAN FINANCIALJan 26, 2024
WEALTHLOGICJan 26, 2024
SENET CAPITAL MANAGEMENT, LLCJan 26, 2024
FOUR POINTS CAPITAL LLCJan 26, 2024
SPRUCE MANAGEMENT LLCJan 26, 2024
GRANDBANKS CAPITAL MANAGEMENT COMPANY LLCJan 26, 2024
LASALLE CAPITAL MANAGEMENT, LLCJan 26, 2024
WSORT FINANCE INCJan 26, 2024
LONGBOW CAPITAL INC.Jan 26, 2024
APX INVESTMENTS LLCJan 26, 2024
LEVELIZED CAPITAL MANAGEMENT LLCJan 26, 2024
PLANEASY WEALTH INC.Jan 26, 2024
AKANTHOS CAPITAL MANAGEMENT, LLCJan 25, 2024
SPIRIT OF AMERICA MANAGEMENT CORPJan 25, 2024
ROARING BLUE LION CAPITAL MANAGEMENT, L.P.Jan 25, 2024
NANO-CAP NEW MILLENNIUM ADVISORS, LLCJan 25, 2024
ROSS CREEK CAPITAL MANAGEMENT, LLCJan 25, 2024
PIVOTALPATH (AMERICAS) LLCJan 25, 2024
BRIDGE ADVISORY LLCJan 25, 2024
SWORD CAPITAL PARTNERS, LLCJan 25, 2024
MARATHON MICRO PARTNERS, LLCJan 25, 2024
GARNER FINANCIAL MANAGEMENTJan 25, 2024
RIVERPOINT WEALTH MANAGEMENTJan 25, 2024
KALENJIN ADVISORY LTD.Jan 25, 2024
REK ADVISORS, INC.Jan 25, 2024
JMH WEALTH MANAGEMENT, LLCJan 25, 2024
TOOMEY INVESTMENT MANAGEMENT, INCJan 25, 2024
WEALTH ADVISORS GROUP, LLCJan 25, 2024
ECLECTIC ADVISORSJan 25, 2024
SERVICE ACADEMY CAPITAL MANAGEMENT LLCJan 25, 2024
HANDY & COMPANY FINANCIAL ADVISORS, INC.Jan 25, 2024
LEBENS ADVISORY GROUP LLCJan 25, 2024
SIP FINANCIAL SERVICESJan 25, 2024
BROWN FINANCIAL PLANNING LLCJan 25, 2024
MCENROE FINANCIAL PLANNING LLCJan 25, 2024
THOMAS FINANCIAL PLANNING, LLCJan 25, 2024
CM FINANCIAL ADVISORS, LLCJan 25, 2024
DEAN R. LYCASJan 25, 2024
FIVE SEASONS FINANCIAL PLANNING LLCJan 25, 2024
TWO EAGLE INVESTMENTSJan 25, 2024
WEALTH ABUNDANCE WEALTH MANAGEMENT, LLCJan 25, 2024
ASSET WEALTH ADVISORS, LLCJan 25, 2024
WESTERFIELD INVESTMENT MANAGEMENTJan 25, 2024
CHERRYWOOD PRIVATE CAPITAL, LLCJan 25, 2024
LEGACY INVESTMENT ADVISORS INC.Jan 25, 2024
WHITNEY AND ASSOCIATES, INCORPORATEDJan 25, 2024
SHARMARC FINANCIAL ADVISORS, INC.Jan 25, 2024
HATHER, ROBERT KJan 25, 2024
CURTIN FINANCIAL MANAGEMENT, INC.Jan 25, 2024
CURRAN FINANCIAL PARTNERS, LLCJan 25, 2024
MAXINE WEINER, CFP(R)Jan 25, 2024
WESTPARK MANAGEMENT, LLCJan 25, 2024
WEALTHTARGET INVESTMENT ADVISORS, LLCJan 25, 2024
INCLINE CAPITAL MANAGEMENT, LLCJan 25, 2024
BRACKEY CONSULTING, INC.Jan 25, 2024
BLACK DIAMOND INVESTMENT GROUP,INC.Jan 25, 2024
ENCORE WEALTH ADVISORS, LLCJan 25, 2024
DORATO CAPITAL MANAGEMENT, LLCJan 25, 2024
PILE WEALTH MANAGEMENTJan 25, 2024
WICHITA WEALTH MANAGEMENT, LLCJan 25, 2024
AZNAR FINANCIAL ADVISORS, LLCJan 25, 2024
WHITE RAVEN FINANCIALJan 25, 2024
LRT CAPITAL MANAGEMENT, LLCJan 25, 2024
LIFECARE RETIREMENT SOLUTIONS INC.Jan 25, 2024
BOSMAN WEALTH MANAGEMENT, LLCJan 25, 2024
TOCE FINANCIAL GROUPJan 25, 2024
BROOKSTONE PARTNERS IAC, INC.Jan 25, 2024
WEALTH CREATION MANAGEMENT GROUP LLCJan 25, 2024
BLUE DIAMOND ASSET MANAGEMENT AGJan 25, 2024
DEERFRONT LLCJan 25, 2024
KARMEL CAPITAL MANAGEMENT LLCJan 25, 2024
TRANSFORMATION WEALTH MANAGEMENT, LLCJan 25, 2024
THREE RIVERS EXECUTIVE CONSULTING, LLCJan 25, 2024
VOX FINANCIAL PLANNINGJan 25, 2024
EAGLE ROCK INVESTMENT COMPANY, LLCJan 25, 2024
ISLAND ASSET MANAGEMENT, LLCJan 25, 2024
GREATER GOOD FINANCIALJan 25, 2024
ULTRA BLUE CAPITAL, LLCJan 25, 2024
SIMNEER CAPITAL GP, LLCJan 25, 2024
LONEMONT, LLCJan 25, 2024
FIG TREE WEALTH MANAGEMENT LLCJan 25, 2024
ASTRA WEALTH PARTNERSJan 25, 2024
ALBATROZ CAPITALJan 25, 2024
TAYLORS FINANCIALJan 25, 2024
FRANKLIN STREET CAPITAL LLCJan 25, 2024
KINDRED FINANCIAL LLCJan 25, 2024
CATLIN FINANCIAL, LLCJan 25, 2024
BRILLIANT FINANCIAL ADVISORS LLCJan 25, 2024
YWHALES VENTURES MANAGEMENT, LLCJan 25, 2024
AFT FINANCIAL PLANNINGJan 25, 2024
ENSO FINANCIALJan 25, 2024
KLINKLOANS FUNDJan 25, 2024
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLCJan 25, 2024
POWELL WEALTHJan 24, 2024
CONFIDENTIAL MANAGEMENT ADVISORS, INC.Jan 24, 2024
ACCESS INVESTMENT ADVISORS INCJan 24, 2024
OAK ADVISORS, LLCJan 24, 2024
PERSONAL INVESTMENT MANAGEMENT INCJan 24, 2024
STOKES CAPITAL ADVISORS, LLCJan 24, 2024
Q FUND MANAGEMENT (HONG KONG) LIMITEDJan 24, 2024
WALLACE ADVISORY GROUP, LLCJan 24, 2024
INVESTMENT MANAGEMENT & PLANNING LLCJan 24, 2024
FOUR RIVERS GROUPJan 24, 2024
CAPLAN FINANCIAL GROUP, LLCJan 24, 2024
NICHOLAS CO INCJan 24, 2024
CRAWFORD ASSET MANAGEMENT, LLCJan 24, 2024
FIRST STATE INVESTMENT ADVISORS INCJan 24, 2024
FRANK FINANCIAL ADVISORSJan 24, 2024
3RD CREEK INVESTMENTSJan 24, 2024
HFM INVESTMENT ADVISORS, INC.Jan 24, 2024
CRAIG DUVARNEY, CFPJan 24, 2024
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLCJan 24, 2024
INVESTMENT MANAGEMENT TRUST, LLCJan 24, 2024
PHILIP M. WATSON, FINANCIAL ADVISORJan 24, 2024
MARK BUSSEY & ASSOCIATES, LCJan 24, 2024
CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.Jan 24, 2024
THE JONES STEWARDSHIP GROUP, LLCJan 24, 2024
IHP WEALTH MANAGEMENTJan 24, 2024
HOUSSELS CAPITAL MANAGEMENT, LLCJan 24, 2024
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC.Jan 24, 2024
SAPIENT ROAD WEALTH MANAGEMENT, LLCJan 24, 2024
FARMAND INVESTMENT SERVICES, INC.Jan 24, 2024
KING GEORGE CAPITAL MGMT, INC.Jan 24, 2024
CAPITAL COORDINATORS COMPANYJan 24, 2024
MOM AND DAD MONEYJan 24, 2024
SANSKAR ADVISORS, INC.Jan 24, 2024
ADVICE & PLANNING SERVICES LLCJan 24, 2024
APEX WEALTH MANAGEMENT, LLCJan 24, 2024
NORTH COAST ASSET MANAGEMENT, INC.Jan 24, 2024
SNAVELY ASSOCIATES FINANCIAL SERVICESJan 24, 2024
MILLER CAPITAL MANAGEMENT, INC.Jan 24, 2024