Firms - Form ADV

NameLast Filing
WILLIAMS WEALTH MANAGEMENT, INC.Mar 10, 2024
SYW CAPITAL MANAGEMENT LLCMar 10, 2024
401K ASSIST, LLCMar 10, 2024
SCHULER CAPITAL MANAGEMENT LLCMar 10, 2024
CORNERSTONE WEALTH PLANNINGMar 10, 2024
V DELIMA INVESTMENTS INCMar 10, 2024
WOLFSON PRIVATE WEALTH, LLCMar 10, 2024
REACHING UPWARD FINANCIAL SOLUTIONS LLCMar 10, 2024
PILLSBURY LAKE CAPITAL, LLCMar 10, 2024
A8 RIVER CAPITAL MANAGEMENTMar 10, 2024
SMITH FINANCIAL INVESTMENT ADVISORS, INC.Mar 09, 2024
LONG ISLAND WEALTH MANAGEMENT, INC.Mar 09, 2024
THE MOORINGS GROUP, LLCMar 09, 2024
D F BURCH ADVISORS, LTD.Mar 09, 2024
OPTIMA ASSET MANAGEMENT INCMar 09, 2024
KYUR, INC.Mar 09, 2024
OCEANIQ CAPITAL, LLCMar 09, 2024
STRATEGIC INVESTMENTS ADVISORS, INC.Mar 09, 2024
HAMILTON-BATES INVESTMENT RESEARCH, INC.Mar 09, 2024
BONACORSI WEALTH MANAGEMENTMar 09, 2024
VICKERY CREEK CAPITAL MANAGEMENTMar 09, 2024
PALADINI FINANCIAL ADVISORS, LLCMar 09, 2024
THE VALENTE GROUP LLCMar 09, 2024
RCN WEALTH ADVISORS, INC.Mar 09, 2024
WEALTH AMBASSADORS, LLCMar 09, 2024
WINTER HARBOR ADVISORS, L.L.C.Mar 09, 2024
SHAW CONSULTING LLCMar 09, 2024
BREAKWATER ASSET MANAGEMENT, LLCMar 09, 2024
SOUND FINANCIAL CENTERMar 09, 2024
E. ROGER FINANCIAL GROUPMar 09, 2024
LIFEFOCUS FINANCIAL ADVISORS, LLCMar 09, 2024
DAVISON WEALTH MANAGEMENT, LLCMar 09, 2024
VISIONARY WEALTH MANAGEMENT LLCMar 09, 2024
EAGIL FINANCIAL SERVICESMar 09, 2024
STRATEGIC INVESTMENT SERVICES INCMar 09, 2024
NAVIGATE FINANCIAL ADVISORS, INC.Mar 09, 2024
CONVERGENT CAPITAL PARTNERS, LLCMar 09, 2024
HALDORSON & PINCOMBE INVESTMENT ADVISORS INC.Mar 09, 2024
PARALLEL WEALTH MANAGEMENTMar 09, 2024
ARSENAL FINANCIAL, LLCMar 09, 2024
SENSIBLE WEALTH MANAGEMENT, INC.Mar 09, 2024
MIDWEST CAPITAL FINANCIAL ADVISORS, LLCMar 09, 2024
CLEAR AND SIMPLE FINANCIAL GROUP LLCMar 09, 2024
MK CAPITALMar 09, 2024
PERCENT ADVISORS LLCMar 09, 2024
SOLVE CONSULTING GROUP, LLCMar 09, 2024
CLOVIS WEALTH PARTNERS, LLCMar 09, 2024
CAPITAL KMar 09, 2024
KEYSTATE ADVISORY, LLCMar 08, 2024
AMASIA MANAGEMENT, LLCMar 08, 2024
BEVERLY INVESTMENT ADVISORS LLCMar 08, 2024
PROVIDENCE CAPITAL ADVISORS, LLCMar 08, 2024
J.P. MARVEL WEALTH MANAGEMENT, INC.Mar 08, 2024
KEYSTONE FINANCIAL PLANNING, INCMar 08, 2024
ENHANCED HEALTHCARE MANAGEMENT COMPANYMar 08, 2024
THE AFFINITY GROUP, LLCMar 08, 2024
COMMERCE ADVISORS, LLCMar 08, 2024
TODO CAPITAL, LLCMar 08, 2024
AMERICAN MONEY MANAGEMENT, LLCMar 08, 2024
COVINGTON & ASSOCIATES, INC.Mar 08, 2024
SCHWARTZ INVESTMENT COUNSEL INCMar 08, 2024
PEAK WEALTH SOLUTIONSMar 08, 2024
E & G ADVISORS, LPMar 08, 2024
FAPA FINANCIAL SERVICESMar 08, 2024
LYELL WEALTH MANAGEMENT LPMar 08, 2024
FIERSTON FINANCIAL GROUP INCMar 08, 2024
ASHDON INVESTMENT MANAGEMENT, LLCMar 08, 2024
ABERDARE MANAGEMENT COMPANY, LLCMar 08, 2024
X/SEED CAPITALMar 08, 2024
CROSSCUT VENTURES MANAGEMENT, LLCMar 08, 2024
MADER & SHANNON WEALTH MANAGEMENTMar 08, 2024
SPRINGDALE CAPITALMar 08, 2024
NMS CAPITAL SERVICES, LLCMar 08, 2024
SIERRA VENTURES MANAGEMENT III, L.L.C.Mar 08, 2024
BHC FUND MANAGEMENT LLCMar 08, 2024
MIDATLANTIC CAPITAL MANAGEMENT, INC.Mar 08, 2024
VERTEX VENTURESMar 08, 2024
PRUDENT MAN INVESTMENT MANAGEMENTMar 08, 2024
DEARBORN CAPITAL MANAGEMENT, LLCMar 08, 2024
CHARLES D. HYMAN & COMPANYMar 08, 2024
ACTERA GROUP LTDMar 08, 2024
MERITAGE HOLDINGS, LLCMar 08, 2024
BARWICK & PARTNERS, INC.Mar 08, 2024
FUND ADVISORS OF AMERICA INCMar 08, 2024
AAVIN EQUITY ADVISORS, LLCMar 08, 2024
MCCARTHY ASSET MANAGEMENT, INC.Mar 08, 2024
747 CAPITAL, LLCMar 08, 2024
GRAND CENTRAL INVESTMENT GROUP, LLCMar 08, 2024
AMASIA MANAGEMENT PTE LTDMar 08, 2024
PEMBROKE MANAGEMENT LTD.Mar 08, 2024
DECATUR CAPITAL MANAGEMENT, INC.Mar 08, 2024
SOMAR CAPITAL MANAGEMENT, LPMar 08, 2024
COURANT INVESTMENT MANAGEMENT LLCMar 08, 2024
IRONVINE CAPITAL PARTNERS, LLCMar 08, 2024
HUDSON CANYON CAPITAL MANAGEMENTMar 08, 2024
MILLENNIUM CAPITAL ADVISORS, LLCMar 08, 2024
THIRD KIND VENTURE CAPITALMar 08, 2024
ASSURANCE MEZZANINE CAPITAL, LLCMar 08, 2024
ASSET SOLUTIONS, INC.Mar 08, 2024
HERITAGE FINANCIAL SOLUTIONS, LLCMar 08, 2024
CS ADVISORS INC.Mar 08, 2024
ROMAIN WALSH CLEROU PROFESSIONAL INVESTMENT MGMTMar 08, 2024
APPLE & ASSOCIATESMar 08, 2024
TEMPO FINANCIAL ADVISORS, LLCMar 08, 2024
ASPEN FINANCIAL MANAGEMENT, INC.Mar 08, 2024
CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Mar 08, 2024
OLIMPIO NEU & ASSOCIATES, INC.Mar 08, 2024
HOLCOMBE & MCGRATHMar 08, 2024
NEW PERSPECTIVES, INC.Mar 08, 2024
RIVE PRIVATE INVESTMENT SWITZERLAND S.A.Mar 08, 2024
MATERETSKY FINANCIAL GROUPMar 08, 2024
ONESTA WEALTH MANAGEMENT, LLCMar 08, 2024
MAIN STREET MANAGEMENT COMPANYMar 08, 2024
CCF ADVISORS LLCMar 08, 2024
CEDAR ROCK INVESTMENT ADVISORSMar 08, 2024
LW PACIFIC INVESTMENTS LLCMar 08, 2024
HASLET ADVISORS, LLCMar 08, 2024
INVESTMENT DYNAMICS CONSULTING GROUP, LLCMar 08, 2024
REVO CAPITAL, LLCMar 08, 2024
MERCURY INVESTMENT GROUPMar 08, 2024
BRIAN THOMPSON FINANCIALMar 08, 2024
STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLCMar 08, 2024
OLIVER REGAN ADVISORS, LLCMar 08, 2024
MCINTOSH CAPITAL ADVISORS, INC.Mar 08, 2024
WISE WEALTH, LLCMar 08, 2024
RHINO INVESTMENT PARTNERS, INC.Mar 08, 2024
THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUPMar 08, 2024
DIPSEA CAPITAL, LLCMar 08, 2024
RESOURCE FINANCIAL PLANNING CORP.Mar 08, 2024
JOURNEY WEALTH PARTNERSMar 08, 2024
GOAL QUEST ADVISORS, LLCMar 08, 2024
MAINLAND FINANCIALMar 08, 2024
QUAYLE ASSET MANAGEMENT, INC.Mar 08, 2024
WILLIAM G. THARP II & ASSOCIATESMar 08, 2024
HOLLAND FINANCIAL SERVICES, INC.Mar 08, 2024
GOLD STAR ASSET MANAGEMENT, LLCMar 08, 2024
QUANTAMENTALS MANAGEMENT GROUP, LLCMar 08, 2024
STRATEGIC INVESTMENT SERVICES, LLCMar 08, 2024
G, G, & M FINANCIAL GOALSMar 08, 2024
FLAGSTONE FINANCIAL ADVISORS, INC.Mar 08, 2024
THE DEBART GROUP INC.Mar 08, 2024
INVESTMENTS BY DESIGN, INCMar 08, 2024
FORTIS WEALTH MANAGEMENTMar 08, 2024
MCGOVERN FINANCIAL ADVISORS, LLCMar 08, 2024
BALDWIN WEALTH MANAGEMENT, LLCMar 08, 2024
METRICS MONEY MANAGEMENT, LLCMar 08, 2024
WEALTHSPRING FINANCIAL ADVISORS, LLCMar 08, 2024
WILCOX FINANCIAL, INC.Mar 08, 2024
GULATI ASSET MANAGEMENT LLCMar 08, 2024
NOTO CAPITALMar 08, 2024
PARK WEALTH MANAGEMENT, LLCMar 08, 2024
BRYAN INVESTMENTS, LLCMar 08, 2024
WEALTH 360, LLCMar 08, 2024
CAMBRIDGE CAPE COD ADVISORS, LLCMar 08, 2024
THE KOENIG GROUP, LLCMar 08, 2024
PETRILLI CAPITAL MANAGEMENT LLCMar 08, 2024
COLVER ASSET MANAGEMENT, LLCMar 08, 2024
BLUEPRINT WEALTH MANAGEMENTMar 08, 2024
THREE POINTS FINANCIAL, INC.Mar 08, 2024
ASB CAPITAL MANAGEMENT LLCMar 08, 2024
KINGSBURY CAPITAL INVESTMENT ADVISORS LLCMar 08, 2024
TOEPEL INVESTMENT COUNSEL, INC.Mar 08, 2024
BLUE FLAG PLANNING LLCMar 08, 2024
MASONBORO ADVISORSMar 08, 2024
NAYLOR ASSET MANAGEMENT, LLCMar 08, 2024
A & C INVESTMENT, INC.Mar 08, 2024
KENDALL WEALTH LLCMar 08, 2024
MCGRATH WEALTHCARE, LLCMar 08, 2024
BURGE FINANCIALMar 08, 2024
CORE CAPITAL MANAGEMENT, LLCMar 08, 2024
MILE HIGH INVESTMENTS, LLCMar 08, 2024
GREG HODGES FINANCIAL ADVISORYMar 08, 2024
HERITAGE CAPITAL MANAGEMENT, INC.Mar 08, 2024
CORNET CAPITAL LLCMar 08, 2024
KEYSTONE WEALTH MANAGEMENT SERVICES INCMar 08, 2024
KMR WEALTH ADVISORY, LLCMar 08, 2024
HAWTHORNE FINANCIAL ADVISORS, LLCMar 08, 2024
VERSAILLE CAPITAL ADVISORS, LLCMar 08, 2024
CANNATA & COMPANY, LLCMar 08, 2024
STONEBRIDGE WEALTH MANAGEMENT, LTD., CO.Mar 08, 2024
KONSTANT CAPITAL LLCMar 08, 2024
FITZRANDOLPH GATEWAY MANAGEMENT, LLCMar 08, 2024
PACESETTER PLANNING LLCMar 08, 2024
10TH MOUNTAIN, LLCMar 08, 2024
PINNACLE PORTFOLIO ADVISORSMar 08, 2024
PIVOT POINT WEALTH PLANNINGMar 08, 2024
ADAPTIVE FINANCIAL CONSULTING, LLCMar 08, 2024
TAMARISC VENTURES, LLCMar 08, 2024
HANALEI, LLCMar 08, 2024
RONALD GELOK & ASSOCIATES, LLCMar 08, 2024
CENTORBI FINANCIAL GROUP, INC.Mar 08, 2024
JOSEPH M. PRESTI INVESTMENTSMar 08, 2024
CEDAR RIVER CAPITAL, LLCMar 08, 2024
DUNHILL & COMPANY, LLCMar 08, 2024
BRYCE WEALTH MANAGEMENTMar 08, 2024
TECHVIEW WEALTH ADVISORS LLCMar 08, 2024
HEALTH2047 CAPITAL PARTNERS MANAGEMENT, LLCMar 08, 2024
THE TENRET COMPANY, LLCMar 08, 2024
FQI CAPITAL MANAGEMENT LLCMar 08, 2024
TRUVINE FINANCIAL, LLCMar 08, 2024