Firms - Form ADV

NameLast Filing
QUANT PORTFOLIO MANAGEMENTJul 17, 2024
SHELTERBELT ADVISORSJul 17, 2024
ROBERTSON, DYLANJul 17, 2024
SWAN & LEGENDJul 16, 2024
PEACHCAP TAX & ADVISORY, LLCJul 16, 2024
AVALON GLOBAL ASSET MANAGEMENT LLCJul 16, 2024
BANTA ASSET MANAGEMENT LPJul 16, 2024
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLCJul 16, 2024
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.Jul 16, 2024
THE GORES GROUP, LLCJul 16, 2024
PRIVATE CAPITAL MANAGEMENTJul 16, 2024
CLARITY WEALTH ADVISORSJul 16, 2024
ALPINVEST PARTNERS B.V.Jul 16, 2024
JPS FINANCIAL, LLCJul 16, 2024
SENECA HOUSE ADVISORSJul 16, 2024
CROW HOLDINGS CAPITALJul 16, 2024
SKYVIEW INVESTMENT ADVISORS, LLCJul 16, 2024
CAMELOT CAPITAL PARTNERS LLCJul 16, 2024
SOUNDCORE CAPITAL PARTNERS, LLCJul 16, 2024
GUARDIAN ASSET ADVISORS, LLCJul 16, 2024
OAK GROVE CAPITAL, LLCJul 16, 2024
RETIREMENT PLANNERSJul 16, 2024
SIMPLE WEALTH LLCJul 16, 2024
ADVANCED ADVISOR GROUP, LLCJul 16, 2024
TAYAN CAPITAL MANAGEMENT, LLCJul 16, 2024
REDWOOD WEALTH MANAGEMENT, LLCJul 16, 2024
SILVER PINE CAPITAL, LLCJul 16, 2024
DUNHAM LANE CAPITAL PARTNERS LLCJul 16, 2024
FREDERICK, MARK D.Jul 16, 2024
MERIDIAN WEALTH ADVISORS, LLCJul 16, 2024
AGF ADVISORSJul 16, 2024
SAMATVA WEALTH MANAGEMENT LLCJul 16, 2024
BOOST VC MANAGEMENT COMPANY, LLCJul 16, 2024
KCB MANAGEMENT LLCJul 16, 2024
SUMMIT HILL WEALTH MANAGEMENT, LLCJul 16, 2024
FREEDOM MOUNTAIN INVESTMENTSJul 16, 2024
TONKA CAPITAL PARTNERS, LLCJul 16, 2024
INVESTMENT PLANNING ADVISORSJul 16, 2024
CASTLE COAST WEALTH, LLCJul 16, 2024
COLSARA NATIONAL WEALTH MANAGEMENT LLCJul 16, 2024
CH INVESTMENT PARTNERS, LLCJul 16, 2024
OAKRIDGE MANAGEMENT GROUP LLCJul 16, 2024
HARGETT HUNTER CAPITAL MANAGEMENT, LLCJul 16, 2024
REDWOOD PARK ADVISORSJul 16, 2024
ECONOMIC RESEARCH AND INSURANCE SOLUTIONS, LLCJul 16, 2024
FORTITUDE FINANCIAL PLANNING LLCJul 16, 2024
MONEY STRATEGIES, INC.Jul 16, 2024
CITY DIFFERENT INVESTMENTSJul 16, 2024
CAVALOT CAPITALJul 16, 2024
HARLAN FINANCIAL LLCJul 16, 2024
TROLUCE CAPITAL ADVISORS LLCJul 16, 2024
B-FLEXION FUND MANAGEMENT (JERSEY) LIMITEDJul 16, 2024
USA FIRST FINANCIALJul 16, 2024
100 ACRE MANAGEMENT, LPJul 16, 2024
CATEY, INC.Jul 16, 2024
GIBCO CAPITAL ADVISORSJul 16, 2024
HM INTERNATIONAL L.L.C.Jul 16, 2024
AFH ASSET MANAGEMENT, INC.Jul 16, 2024
CHAMONIX PARTNERS CAPITAL MANAGEMENT LLCJul 16, 2024
WEST TOWER GROUP, LLCJul 16, 2024
THE CLEVER GROUPJul 16, 2024
SANCTUARY FINANCIAL PLANNING, LLCJul 16, 2024
BBAM US LPJul 16, 2024
SYMMETRY INVESTMENTS US LLCJul 16, 2024
MPA WEALTH, LLCJul 16, 2024
RIVERLAND WEALTH MANAGEMENTJul 16, 2024
FAMILY WEALTH MANAGEMENTJul 16, 2024
BOUNDLESS INVESTMENT LIMITEDJul 16, 2024
AMB FINANCIAL LLCJul 16, 2024
HOYL WEALTH MANAGEMENT, LLCJul 16, 2024
FORBION NORTH AMERICA LLCJul 16, 2024
ABERFORTHJul 16, 2024
EIGHTEEN48 PARTNERSJul 16, 2024
WINDMILLERJul 16, 2024
SENECA WEALTH ADVISORS, LLCJul 16, 2024
L CATTERTON EUROPEJul 15, 2024
WINDROSE HEALTH INVESTORS, LLCJul 15, 2024
COOK WEALTH, LLCJul 15, 2024
L CATTERTON ASIAJul 15, 2024
QUANTUM FINANCIAL SERVICES INC.Jul 15, 2024
EAGLE VALUE PARTNERS, LLCJul 15, 2024
CHATHAM CAPITALJul 15, 2024
L CATTERTONJul 15, 2024
ALM FIRST FINANCIAL ADVISORS LLCJul 15, 2024
MERCER INVESTMENTS LLCJul 15, 2024
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLCJul 15, 2024
MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INCJul 15, 2024
RAILROAD CANYON INSURANCE AND FINANCIAL SERVICESJul 15, 2024
THE SOCIAL EQUITY GROUP, INC.Jul 15, 2024
SCHWAN FINANCIAL ADVISORS, LLCJul 15, 2024
ROSENWALD CAPITAL MANAGEMENT, INC.Jul 15, 2024
DIGITAL BRIDGE ADVISORS, LLCJul 15, 2024
JL ROBUCK COMPANYJul 15, 2024
VERE CHAPPELLJul 15, 2024
FAMILY FAITH & FINANCE ASSET MANAGEMENTJul 15, 2024
INDEPENDENCE WEALTH GROUPJul 15, 2024
WELLNESS INVESTMENT ADVISERS LLCJul 15, 2024
THE ROSE INVESTMENT MANAGEMENTJul 15, 2024
WEALTHOUGHT LLCJul 15, 2024
THE MONTGOMERY FINANCIAL GROUP, INC.Jul 15, 2024
PARK CAPITAL GROUP, INC.Jul 15, 2024
BENEFIT FUNDING RETIREMENT SERVICES, LLCJul 15, 2024
FINANCIAL NAVIGATORS INC.Jul 15, 2024
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLCJul 15, 2024
CAPRIA VENTURES LLCJul 15, 2024
FARNSLEY ADVISORSJul 15, 2024
COHALOJul 15, 2024
CGR FINANCIALJul 15, 2024
ENVISION FINANCIAL PLANNINGJul 15, 2024
VALSTONE PARTNERS VIJul 15, 2024
MAVEN CAPITAL PARTNERS, LLCJul 15, 2024
ONEFUND, LLCJul 15, 2024
EXPERIENCE YOUR WEALTH, LLCJul 15, 2024
TRIBUTARY ENERGY MANAGEMENT, LLCJul 15, 2024
KB PRIVATE WEALTH MANAGEMENT GROUPJul 15, 2024
CLARITY ADVISORS GROUP, INC.Jul 15, 2024
STONE POINT CREDIT ADVISER LLCJul 15, 2024
OAKS WEALTH MANAGEMENTJul 15, 2024
ZENITH WEALTH MANAGEMENTJul 15, 2024
CODEX CAPITAL ASSET MANAGEMENT, L.L.C.Jul 15, 2024
HAYK CAPITALJul 15, 2024
SUNLIGHT PEAKS FINANCIAL PARTNERS, LLCJul 15, 2024
VIEWFORTH INVESTMENT PARTNERS LLPJul 15, 2024
EVENKIEHL, LLCJul 15, 2024
DEVELOPING FINANCIALJul 15, 2024
ILIAD WEALTH SOLUTIONSJul 15, 2024
GREYBULL ADVISORS, LLCJul 15, 2024
LIFE MOVES WEALTH MANAGEMENTJul 15, 2024
CONCAP LLCJul 15, 2024
CREATIVE FINANCIAL ADVISOR GROUP LLCJul 15, 2024
CYGNUS CAPITAL ADVISERS, LLCJul 15, 2024
WEALTHEQJul 15, 2024
COW CAPITAL INCJul 15, 2024
INTI LLCJul 15, 2024
SOUND ADVICE FINANCIAL INC.Jul 15, 2024
CVP NLH ADVISORS LIMITEDJul 15, 2024
NEW HORIZONS WEALTH MANAGEMENTJul 15, 2024
BELGRADE WEALTH MANAGEMENT LLCJul 15, 2024
PIVOTALEDGE CAPITAL, LLCJul 15, 2024
HOBART VENTURESJul 15, 2024
ALTUS PRIVATE CAPITALJul 15, 2024
DENIM CAPITAL ADVISORS, LLCJul 15, 2024
SERENITY CAPITAL ADVISORS INC.Jul 15, 2024
WESTERN STANDARD, LLCJul 14, 2024
CFE FINANCIALJul 14, 2024
COBB PLANNING GROUPJul 14, 2024
KAINE CAPITAL LLCJul 14, 2024
CLIENT 1ST ADVISORY GROUPJul 13, 2024
GUNDERSON CAPITAL MANAGEMENTJul 12, 2024
CAPULA INVESTMENT MANAGEMENT LLPJul 12, 2024
GENERATION CAPITAL MANAGEMENT LLCJul 12, 2024
ELEMENTUM ADVISORS, LLCJul 12, 2024
FALCON INVESTMENT ADVISORS, LLCJul 12, 2024
WCAS MANAGEMENT CORPORATIONJul 12, 2024
ANGELENO GROUP, LLCJul 12, 2024
ANDERSON HOAGLAND & COJul 12, 2024
PENNYBACKER CAPITAL MANAGEMENT, LLCJul 12, 2024
MULLER & MONROE ASSET MANAGEMENT,LLCJul 12, 2024
INTECHJul 12, 2024
WIL, LLCJul 12, 2024
ELLINGTON CREDIT COMPANY MANAGEMENT LLCJul 12, 2024
SCS CAPITAL MANAGEMENT LLCJul 12, 2024
CEDAR MOUNTAIN ADVISORS, LLCJul 12, 2024
SANCTUARY WEALTH MANAGEMENT, LLCJul 12, 2024
OPUS INVESTMENT MANAGEMENT LLCJul 12, 2024
CLOUD APPS CAPITAL PARTNERSJul 12, 2024
FIDUS INVESTMENT ADVISORS, LLCJul 12, 2024
MPE PARTNERSJul 12, 2024
RADEMACHER FINANCIAL, INC.Jul 12, 2024
LITTLE HOUSE CAPITAL, LLCJul 12, 2024
RIVERCREST CAPITAL MANAGEMENT LLCJul 12, 2024
PA MANAGEMENT LLCJul 12, 2024
MEV VALUE LLCJul 12, 2024
HUTCHISON ROAD PARTNERS, LLCJul 12, 2024
THE FISCAL FITNESS COMPANY, INC.Jul 12, 2024
W. C. BUCKINGHAM, CPAJul 12, 2024
WHITCRAFT CAPITAL MANAGEMENTJul 12, 2024
KFICO, LLC REGISTERED INVESTMENT ADVISORJul 12, 2024
HAVILAND & SAMS, LLCJul 12, 2024
DONALD FELTY, LLCJul 12, 2024
PLUM STREET ADVISORS, LLCJul 12, 2024
THE WILLIAM ALLAN CORPORATIONJul 12, 2024
KAWG&F FINANCIAL PLANNING GROUP LLCJul 12, 2024
TWENTY FIRST INVESTORSJul 12, 2024
INTEGROUSJul 12, 2024
ARRIVITY FINANCIAL PLANNINGJul 12, 2024
SARANAP WEALTH ADVISORSJul 12, 2024
GRACE FINANCIAL ADVISORS LLCJul 12, 2024
COMBINE STUDIOS, LLCJul 12, 2024
HIDDEN POINT CAPITAL, LLCJul 12, 2024
ICP-III INVESTMENT ADVISORS LIMITEDJul 12, 2024
MY PERSONAL CFO, LLCJul 12, 2024
SIERRA CREST INVESTMENT MANAGEMENT LLCJul 12, 2024
INVESTMENT RESEARCH PARTNERSJul 12, 2024
SIGNATURE SELECT WEALTHJul 12, 2024
RICCIO & ASSOCIATESJul 12, 2024
KWB WEALTHJul 12, 2024
MORNINGWOOD CAPITAL LLCJul 12, 2024
SANDLOT PARTNERS, LLCJul 12, 2024
MOUNT LOGAN MANAGEMENTJul 12, 2024