Firms - Form ADV

NameLast Filing
SOUND POINT CAPITAL MANAGEMENT, LPAug 29, 2024
EASTSPRING INVESTMENTS (SINGAPORE) LIMITEDAug 29, 2024
PALESTRA CAPITAL MANAGEMENT LLCAug 29, 2024
STRATEGIC WEALTH ADVISORS, LLCAug 29, 2024
OWL CREEK ASSET MANAGEMENT, L.P.Aug 29, 2024
NEW HARBOR CAPITALAug 29, 2024
DESTINY CAPITAL CORPORATIONAug 29, 2024
ASSET STRATEGY ADVISORS, LLCAug 29, 2024
BTS ASSET MANAGEMENT, INC.Aug 29, 2024
MOUNTAIN CAPITAL INVESTMENT ADVISORS INCAug 29, 2024
FRONT STREET WEALTH MANAGEMENTAug 29, 2024
OCTOBER WEALTH ADVISORS, INCAug 29, 2024
GLOBAL WEALTH ADVISORS LLCAug 29, 2024
BAYBRIDGE CAPITAL GROUP, LLCAug 29, 2024
FAIRPORT ADVISORS, INC.Aug 29, 2024
RWC WEALTH MANAGEMENT, INC.Aug 29, 2024
QUEST 10 WEALTH BUILDERS, INC.Aug 29, 2024
BESPOKE INVESTMENT GROUP, LLCAug 29, 2024
TORONADO PARTNERS LLCAug 29, 2024
DDO ADVISORY SERVICES, LLCAug 29, 2024
LATTICEWORK CAPITAL MANAGEMENT LLCAug 29, 2024
AMUNI FINANCIAL, INC.Aug 29, 2024
YOUR WEALTH MATTERS LLCAug 29, 2024
LIG CAPITAL MANAGEMENT, LLCAug 29, 2024
RIVERSIDE INVESTMENT MANAGEMENT, INC.Aug 29, 2024
FHWV FINANCIAL LLCAug 29, 2024
EJM WEALTH MANAGEMENT, LLCAug 29, 2024
FOUNDATION CAPITAL MANAGEMENT, LLCAug 29, 2024
MF ADVISERS, INC.Aug 29, 2024
ADVANTAGE INVESTMENT MANAGEMENTAug 29, 2024
INVESTORS BROKERAGE OF TEXAS, LTD.Aug 29, 2024
MOSAIC FI LLCAug 29, 2024
ALSWORTH CAPITAL MANAGEMENT, LLCAug 29, 2024
SIMPLIFY INVESTMENTSAug 29, 2024
WEALTHUNITE ADVISORS, LLCAug 29, 2024
RETIREMENT INCOME ADVISORY GROUP LLCAug 29, 2024
COCREATE FINANCIALAug 29, 2024
MATTERN CAPITAL MANAGEMENT, LLCAug 29, 2024
SOUND POINT CLO C-MOA, LLCAug 29, 2024
CROWDOUT CAPITALAug 29, 2024
CHRIS REDDICK FINANCIAL PLANNINGAug 29, 2024
COURSE MANAGEMENT INVESTMENT ADVISORS, LLCAug 29, 2024
FOUNTAINHEAD FIDUCIARY, LLCAug 29, 2024
APOGEE WEALTH PARTNERS, LLCAug 29, 2024
EXOS WEALTH STRATEGIES, LLCAug 29, 2024
DUNCAN FINANCIAL PLANNING ADVISORSAug 29, 2024
HART & PATTERSON FINANCIAL GROUPAug 29, 2024
PACIFIC POINT ADVISORS, LLCAug 29, 2024
NDVRAug 29, 2024
SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLCAug 29, 2024
PROSPERITY WEALTH PLANNING LLCAug 29, 2024
PRINCIPA CAPITAL LLPAug 29, 2024
PENNY LANE WEALTH MANAGEMENT, LLCAug 29, 2024
ARGYLE CAPITAL PARTNERS PTY LTDAug 29, 2024
TRANSCE3ND LLCAug 29, 2024
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLCAug 29, 2024
FINANCIAL PLANNING HQ, LLCAug 29, 2024
REAL TALK CAPITAL, LLCAug 29, 2024
GOOD BALANCE FP LLCAug 29, 2024
AZALEA INVESTMENT PARTNERS, LLCAug 29, 2024
LINK SIGNIS MANAGEMENT, LLCAug 29, 2024
FULLGUARDS FINANCIALAug 29, 2024
MATRIARCH WEALTH MANAGEMENT, LLCAug 29, 2024
ATARAXIA PARTNERS, LLCAug 29, 2024
WISE MONEY ISRAEL LLCAug 29, 2024
SELERSKI ASSET MANAGEMENT, LLCAug 29, 2024
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLCAug 29, 2024
SUMMITAS INVESTMENT MANAGEMENT LLCAug 29, 2024
GREAT PLAINS ADVISORY SERVICES LLCAug 29, 2024
TIDE CYCLE RESOURCES LLCAug 29, 2024
LAKESHORE WEALTH MANAGEMENT LLCAug 29, 2024
CRIONNA WEALTH LLCAug 29, 2024
STRAUSS CAPITAL LLCAug 29, 2024
ALMA CAPITAL LONDON LIMITEDAug 29, 2024
ALPHEMY CAPITAL SAAug 29, 2024
ICG ALTERNATIVE INVESTMENT LIMITEDAug 29, 2024
FINCH BAY CAPITAL LLPAug 29, 2024
NEXTBIO CAPITAL MANAGEMENT LPAug 29, 2024
ANAGRAM ASSET MANAGEMENT, LLCAug 29, 2024
INTRINSIC INVESTMENTS GP I, LLCAug 29, 2024
SHUBH INVESTMENT PARTNERS, LLCAug 29, 2024
OMEGA CAPITAL MANAGEMENT LLCAug 29, 2024
CHENAVARI INVESTMENT MANAGERSAug 28, 2024
MUTUAL OF AMERICA LIFE INSURANCE COMPANYAug 28, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCAug 28, 2024
PROSPERITY WEALTH MANAGEMENT, INC.Aug 28, 2024
YIM INVESTMENT MANAGEMENT, LLCAug 28, 2024
BASE MANAGEMENT COAug 28, 2024
CONCENTUS WEALTH ADVISORSAug 28, 2024
KINNEY ASSET MANAGEMENT, LLC.Aug 28, 2024
TRADEWAYAug 28, 2024
P. SCHOENFELD ASSET MANAGEMENT LPAug 28, 2024
SANDSTONE ASSET MANAGEMENT INC.Aug 28, 2024
TREMBLANT CAPITAL GROUPAug 28, 2024
WESTBRIDGE CAPITAL US ADVISORS, LPAug 28, 2024
MARQUETTE ASSOCIATES, INC.Aug 28, 2024
MALAGA COVE CAPITAL, LLCAug 28, 2024
LUCID ADVISORS, INC.Aug 28, 2024
LARSON FINANCIAL GROUP, LLCAug 28, 2024
MEIXIN MANAGEMENT LLCAug 28, 2024
IQ CAPITAL STRATEGY LLCAug 28, 2024
JDM FINANCIAL GROUP LLCAug 28, 2024
PMB ADVISORSAug 28, 2024
APEX FINANCIAL SERVICES, LLCAug 28, 2024
CARLIN & SHATS, LLCAug 28, 2024
EMERALD WEALTH MANAGEMENT, INC.Aug 28, 2024
KASTEL CAPITAL ADVISORS, LLCAug 28, 2024
STEEL TOWER INVESTMENTSAug 28, 2024
HAWLEY PERSONAL FINANCEAug 28, 2024
FUTURE WEALTH LLCAug 28, 2024
LESLIE MARIE GIORDANOAug 28, 2024
WALLICK INVESTMENTS, LLCAug 28, 2024
SERAPHIM CAPITAL MANAGEMENT, LLCAug 28, 2024
BERKELEY CAPITAL MANAGEMENT, LLCAug 28, 2024
PHINGERS AND TOZE INVESTMENTS, LLCAug 28, 2024
SPROUT CAPITAL MANAGEMENT, LLCAug 28, 2024
SABRE ASSET MANAGEMENT LLCAug 28, 2024
COLTER LEWIS INVESTMENT PARTNERS, LLCAug 28, 2024
XENITH FINANCIAL ADVISORY SERVICES, LLCAug 28, 2024
N.A.S. CAPITAL LLCAug 28, 2024
FIERCE FINANCIAL GROUP LLCAug 28, 2024
P4G CAPITAL MANAGEMENT, LLCAug 28, 2024
FIFIT LLCAug 28, 2024
WR WEALTH PLANNERS LLCAug 28, 2024
CYNDEO WEALTH PARTNERSAug 28, 2024
WEALTHSPAN INVESTMENT MANAGEMENT, LLCAug 28, 2024
TERRAFORM CAPITAL, LLCAug 28, 2024
X ADVISORS, LLCAug 28, 2024
CONE ADVISORY GROUP, INC.Aug 28, 2024
NEW INSIGHT WEALTH ADVISORSAug 28, 2024
PIANO WEALTH MANAGEMENTAug 28, 2024
ELECTRIC FEEL VENTURES LLCAug 28, 2024
GREEN OCEAN GLOBAL ADVISORS LLCAug 28, 2024
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)Aug 28, 2024
CARROLLWOOD CAPITAL MANAGEMENT, LPAug 28, 2024
COMPTON FINANCIAL GROUP, LLCAug 28, 2024
PALADIN WEALTH MANAGEMENTAug 28, 2024
WYOU FINANCIAL STRATEGIES, LLCAug 28, 2024
BULL HARBOR CAPITAL LLC.Aug 28, 2024
KESSLER PLANNING GROUPAug 28, 2024
MASUDA LEHRMAN WEALTHAug 28, 2024
MOBILE BAY WEALTH MANAGEMENT, LLCAug 28, 2024
HOLCOMB FINANCIALAug 28, 2024
AVENTINE CAPITAL MANAGEMENT LLCAug 28, 2024
OVERLOCK CAPITAL LLCAug 28, 2024
TRITON PACIFIC HEALTHCARE PARTNERS, LLCAug 28, 2024
HIGHROAD WEALTH ADVISORS, LLCAug 28, 2024
TOP PRIVATE WEALTHAug 28, 2024
STONESHIELD INVESTMENTS, S.L.Aug 28, 2024
STONESHIELD INVESTMENTS LIMITEDAug 28, 2024
SSCI PORTUGAL, LDAAug 28, 2024
BLOCKCHAIN INVESTMENT GROUP GP, LLCAug 28, 2024
TFG 101 ARCH MANAGER, LLCAug 28, 2024
CAUSEY PUBLIC FINANCEAug 28, 2024
MAG ADVISORS LLCAug 28, 2024
VARIADIC LLCAug 28, 2024
HEARD FINANCIAL LLCAug 28, 2024
FINANCIAL PLANNING CONSULTANTS, LLCAug 27, 2024
BCM ADVISORS, LLCAug 27, 2024
RUBINBROWN ADVISORS LLCAug 27, 2024
HARLAN CAPITAL PARTNERS LLCAug 27, 2024
SYMPHONY FINANCIAL, LTD. CO.Aug 27, 2024
BOULAY FINANCIAL ADVISORS, LLCAug 27, 2024
ACCESS WEALTHAug 27, 2024
EXCELLERE PARTNERSAug 27, 2024
ATTUCKS ASSET MANAGEMENT, LLCAug 27, 2024
MPM WEALTH ADVISORSAug 27, 2024
SC&H WEALTHAug 27, 2024
FULCRUM ASSET MANAGEMENT LLPAug 27, 2024
BROADSHORE CAPITAL PARTNERS, LLCAug 27, 2024
PARTNERS CAPITAL INVESTMENT GROUP, LLPAug 27, 2024
GMT CAPITAL CORP.Aug 27, 2024
SAPERE WEALTH MANAGEMENT, LLCAug 27, 2024
LINCOLN CAPITAL, LLCAug 27, 2024
LSIAAug 27, 2024
ELLINGTON MANAGEMENT GROUP, L.L.C.Aug 27, 2024
NEW MOUNTAIN FINANCE ADVISERS, L.L.C.Aug 27, 2024
IONIC CAPITAL MANAGEMENT LLCAug 27, 2024
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLCAug 27, 2024
IVY HILL ASSET MANAGEMENT, L.P.Aug 27, 2024
PALISADE INVESTMENT PARTNERS LIMITEDAug 27, 2024
FREEPORT FINANCIAL PARTNERS LLCAug 27, 2024
ARES CAPITAL MANAGEMENT LLCAug 27, 2024
HALIFAX INVESTMENT MANAGEMENT, L.L.C.Aug 27, 2024
THE FIDUCIARY GROUPAug 27, 2024
DEDORA CAPITAL, INC.Aug 27, 2024
CION ARES MANAGEMENT, LLCAug 27, 2024
ANSON ANALYTICSAug 27, 2024
FINANCIAL LIFE PLANNERSAug 27, 2024
SAPLING WEALTH MANAGEMENTAug 27, 2024
TRANSFORMATIVE WEALTH MANAGEMENT LLCAug 27, 2024
CASCADE WEALTH ADVISORS, INCAug 27, 2024
KORR ACQUISITIONSAug 27, 2024
SEA CLEAR FINANCIAL PLANNING, LLCAug 27, 2024
THE DOWLING GROUP WEALTH MANAGEMENTAug 27, 2024
MARSHALL INVESTMENT MANAGEMENT, LLCAug 27, 2024
AMERAUDI ASSET MANAGEMENT, INC.Aug 27, 2024
RIPPLE EFFECT INVESTMENT STRATEGIES, LLCAug 27, 2024
OCEAN ADVISORS, LLCAug 27, 2024
PURE WEALTH MANAGEMENTAug 27, 2024