Firms - Form ADV

NameLast Filing
MVP MANAGEMENT COMPANYNov 25, 2024
ADESTELLA INVESTMENT MANAGEMENT LLCNov 25, 2024
ULTRATECH CAPITAL PARTNERSNov 25, 2024
BLUESIX CAPITALNov 25, 2024
STEPSTONEFPNov 25, 2024
TIMBER GROVE VENTURES LLCNov 25, 2024
EVERY SECURITIES LLCNov 25, 2024
SINDIA CAPITAL ADVISERS, LLCNov 25, 2024
MOMENTUM WEALTH MANAGEMENTNov 25, 2024
WAYPOINT CAPITAL PARTNERS, LLCNov 25, 2024
KAUNISTO CAPITAL L.L.C.Nov 25, 2024
ALONGSIDE, LLCNov 25, 2024
AMIJAG INVESTMENT ADVISORS LLCNov 24, 2024
FOUNDATIONS INVESTMENT ADVISORS LLCNov 23, 2024
GOLD COAST WEALTH MANAGEMENT, LLCNov 23, 2024
PHRACTION MANAGEMENT LLCNov 23, 2024
BORGES FINANCIALNov 23, 2024
BAKALIS FINANCIAL INC.Nov 23, 2024
TARGETED FINANCIAL PLANNING LLCNov 23, 2024
REGAL INVESTMENT ADVISORS LLCNov 22, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO.Nov 22, 2024
AIFAM GROUP LLCNov 22, 2024
PINION WEALTH MANAGEMENT, LLCNov 22, 2024
SUNESIS ADVISORS, LLCNov 22, 2024
KIMELMAN & BAIRD, LLCNov 22, 2024
CLARION CAPITAL PARTNERS, LLCNov 22, 2024
WEINSTAT WEALTH MANAGEMENT, INC.Nov 22, 2024
GOLDMAN SACHS ASSET MANAGEMENT, L.P.Nov 22, 2024
CREDIT VALUE PARTNERS, LLCNov 22, 2024
PALMER SQUARE CAPITAL MANAGEMENT LLCNov 22, 2024
PARALLEL49 EQUITYNov 22, 2024
MONTRUSCO BOLTON INVESTMENTS INC.Nov 22, 2024
BRIDGEWATER ASSOCIATES, LPNov 22, 2024
INVUS FINANCIAL ADVISORS, LLCNov 22, 2024
HFR WEALTH MANAGEMENT, LLCNov 22, 2024
GRYPHON ADVISORS, LLCNov 22, 2024
COLUMBIA PACIFIC ADVISORS, LLCNov 22, 2024
MSCI ESG RESEARCH LLCNov 22, 2024
STRAIGHTLINENov 22, 2024
ACORNSNov 22, 2024
LEGACY FINANCIAL STRATEGIES, LLCNov 22, 2024
MIRABELLA MALTA LIMITEDNov 22, 2024
XML FINANCIAL GROUPNov 22, 2024
SFG WEALTH MANAGEMENTNov 22, 2024
CAM INVESTOR SOLUTIONSNov 22, 2024
BAIN CAPITAL CREDIT, LPNov 22, 2024
OPTIMUS CAPITAL ADVISORS, LLCNov 22, 2024
ATTIVO LEGACY ADVISORS, LLCNov 22, 2024
ARGENTICNov 22, 2024
BONFIRE VENTURESNov 22, 2024
ASTRAL CAPITAL, LLCNov 22, 2024
THE FINANCIAL ADVISORSNov 22, 2024
NAVIGAR ADVISORS, INC.Nov 22, 2024
DMTS CAPITAL ADVISORS, LLCNov 22, 2024
O'DONNELL PORTFOLIO MANAGEMENT, INC.Nov 22, 2024
DRAWBRIDGE CAPITALNov 22, 2024
ARETE ASSET MANAGEMENT, LLCNov 22, 2024
EVEREST MANAGEMENT CORP.Nov 22, 2024
CAPITAL FINANCIAL, LLCNov 22, 2024
FWG INVESTMENTS, LLCNov 22, 2024
BELLWETHER CAPITAL MANAGEMENT LLCNov 22, 2024
ROBERTSON INVESTMENT MANAGEMENTNov 22, 2024
PERPETUAL FINANCIALNov 22, 2024
BIG "I" ADVISORY RESOURCES, LLCNov 22, 2024
JENNINGS FINANCIAL PLANNING, INC.Nov 22, 2024
ECKEL FINANCIAL ADVISORSNov 22, 2024
SILVER LAKE ADVISORS, LLCNov 22, 2024
LIFEWORKS ADVISORS, LLCNov 22, 2024
CAPITALWIZE, LLCNov 22, 2024
SENTINEL WEALTH STRATEGIESNov 22, 2024
PHASE 3 CAPITAL MANAGEMENT LLCNov 22, 2024
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLCNov 22, 2024
DIGITAL ASSET INVESTMENT MANAGEMENTNov 22, 2024
CREIGHTON RETIREMENT PARTNERSNov 22, 2024
WEALTHSPAN PARTNERS, LLCNov 22, 2024
PROEM ADVISORS LLCNov 22, 2024
SUGI CAPITAL MANAGEMENT, INC.Nov 22, 2024
DEW POINT CAPITALNov 22, 2024
ICON INFRASTRUCTURE NORTH AMERICA INC.Nov 22, 2024
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLCNov 22, 2024
RIDGELINE WEALTH PLANNING LLCNov 22, 2024
CARLYLE AVIATION PDP MANAGEMENT LLCNov 22, 2024
HONEYSTONE VENTURES LLCNov 22, 2024
FRONTWAVE CAPITAL MANAGEMENT, LLCNov 22, 2024
WALTERS STRATEGIC ADVISORS, LLCNov 22, 2024
77 FINANCIAL GROUPNov 22, 2024
WEST MICHIGAN ADVISORSNov 22, 2024
FAIRBRIDGE ASSET MANAGEMENT LLCNov 22, 2024
AFFINITY 2 MANAGEMENT, LLCNov 22, 2024
WEALTH EFFECTSNov 22, 2024
PREMIER PRIVATE WEALTH, LLCNov 22, 2024
COPIA WEALTH MANAGEMENTNov 22, 2024
SEA CHANGE FINANCIAL PLANNINGNov 22, 2024
BLEAKLEY FINANCIAL GROUP, LLCNov 22, 2024
ENTELEVEST, LLCNov 22, 2024
THE CLIFFORD GROUP LLCNov 22, 2024
RHO TREASURYNov 22, 2024
OP CRYPTO CAPITAL MANAGEMENT LTD.Nov 22, 2024
TABLEAUX WEALTHNov 22, 2024
GROUNDED CAPITAL, LLCNov 22, 2024
HICKS & ASSOCIATES WEALTH MANAGEMENT, LLCNov 22, 2024
BUILD FINANCIAL ADVISORS, LLCNov 22, 2024
INSIGNIA WEALTH ADVISORYNov 22, 2024
FIRST MANHATTAN CO. LLCNov 22, 2024
DUCHARME WEALTH ADVISORS, LLCNov 22, 2024
WEALTHMIND FINANCIAL PLANNINGNov 22, 2024
ROI ADVISORYNov 22, 2024
STRATEGIC FINANCE INC.Nov 22, 2024
STEADMONT ADVISORS, LLCNov 22, 2024
IMPACT CAPITAL PARTNERS LLCNov 22, 2024
SUNFLOWER FINANCIAL PLANNING, LLCNov 22, 2024
TILATTI WEALTH MANAGEMENT LLCNov 22, 2024
NEMAN VENTURES LLCNov 22, 2024
GUARDIAN INVESTMENT MANAGEMENT, LLCNov 22, 2024
APEX RETIREMENT ADVISORS, LLCNov 22, 2024
MOSTT INC.Nov 22, 2024
HERITAGE HOLDINGNov 22, 2024
LEVER WEALTH MANAGEMENTNov 22, 2024
RHL GROUP, LLCNov 22, 2024
EDGE PARTNERS CAPITAL LLCNov 22, 2024
AXXES ADVISORS I LLCNov 22, 2024
BARBCO FINANCIALNov 22, 2024
FLOAT MANAGEMENT, LPNov 22, 2024
IREF CAPITAL PARTNERS LLCNov 22, 2024
CLINE CAPITAL MANAGEMENTNov 22, 2024
PROFESSIONAL ADVISORY SERVICESNov 22, 2024
VALMAR CAPITAL LLCNov 22, 2024
TWO PALMS FINANCIALNov 22, 2024
MARINE LAYER WEALTHNov 22, 2024
MON CAPITAL MANAGEMENT LLCNov 22, 2024
OPTIMIZE WEALTH MANAGEMENTNov 22, 2024
GROWTH LENDING LLCNov 22, 2024
USAA INVESTMENT SERVICES COMPANYNov 21, 2024
SENESCHAL FAMILY OFFICENov 21, 2024
USCA ASSET MANAGEMENT LLCNov 21, 2024
LAW FINANCE GROUP MANAGEMENT COMPANYNov 21, 2024
ARBOR CAPITAL MANAGEMENT INCNov 21, 2024
PINE RIVER CAPITAL MANAGEMENT L.P.Nov 21, 2024
HG VORA CAPITAL MANAGEMENT, LLCNov 21, 2024
PALLADIN CONSUMER RETAIL PARTNERS, LLCNov 21, 2024
HENRICKSON NAUTA WEALTH ADVISORS, INC.Nov 21, 2024
FINANCIAL PERSPECTIVESNov 21, 2024
ASTARIS CAPITAL MANAGEMENT LLPNov 21, 2024
TRELLIS WEALTH ADVISORS, LLCNov 21, 2024
REDWHEELNov 21, 2024
RIVERVIEW CAPITAL ADVISERS LLCNov 21, 2024
RBC CAPITAL MARKETS, LLCNov 21, 2024
ONESEVENNov 21, 2024
SERVUS CAPITAL MANAGEMENTNov 21, 2024
NEW FRONTIER ADVISORS, LLCNov 21, 2024
ONEX CREDIT PARTNERS, LLCNov 21, 2024
ICP GROUP INVESTMENT MANAGER, LLCNov 21, 2024
REDWHEELNov 21, 2024
ITS ASSET MANAGEMENT, L.P.Nov 21, 2024
GREENBUSH FINANCIAL GROUP, LLCNov 21, 2024
GUIDELINE INVESTMENTS, LLCNov 21, 2024
PKS ADVISORY SERVICES, LLCNov 21, 2024
BANKPLUS WEALTH ADVISORSNov 21, 2024
MONUMENT WEALTH MANAGEMENTNov 21, 2024
OJM GROUP, LLCNov 21, 2024
REDMOND ASSET MANAGEMENT, LLCNov 21, 2024
V3 CAPITAL MANAGEMENT, L.P.Nov 21, 2024
BMO CAPITAL MARKETS CORP.Nov 21, 2024
WHITE OAKS INVESTMENT MANAGEMENT, INCNov 21, 2024
TRANSATLANTIQUE PRIVATE WEALTH LLCNov 21, 2024
MSD PARTNERS, L.P.Nov 21, 2024
CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P.Nov 21, 2024
CICCARELLI ADVISORY SERVICES INCNov 21, 2024
CAMARDA WEALTH ADVISORY GROUPNov 21, 2024
SJS INVESTMENT SERVICESNov 21, 2024
AMI ASSET MANAGEMENT CORPNov 21, 2024
HBW ADVISORY SERVICES LLCNov 21, 2024
KADES & CHEIFETZ, LLCNov 21, 2024
SABIN INVESTMENT MANAGEMENT, INC.Nov 21, 2024
GAM SYSTEMATIC LLPNov 21, 2024
MOKOSAK ADVISORY GROUP, LLCNov 21, 2024
INVESCO REAL ESTATE MANAGEMENT S.À R.L.Nov 21, 2024
T.T.G. FINANCIAL, INC.Nov 21, 2024
HE'E NALU INVESTING, INC.Nov 21, 2024
HALL CAPITAL, LLCNov 21, 2024
ROBINSON CAPITAL MANAGEMENT LLCNov 21, 2024
BRIO FINANCIAL GROUPNov 21, 2024
WEALTH ALLIANCE ADVISORY GROUP, LLCNov 21, 2024
REITZ CAPITAL ADVISORS LLCNov 21, 2024
VINEYARD CAPITAL MANAGEMENT LLCNov 21, 2024
CHESAPEAKE CAPITAL MANAGEMENT, LLCNov 21, 2024
FAMILY WEALTH COUNSELORS, LLC.Nov 21, 2024
BLUE SUMMIT WEALTH MANAGEMENTNov 21, 2024
MICHAEL KEITH PARISHNov 21, 2024
RED MOUNTAIN FINANCIAL PARTNERSNov 21, 2024
STONEHAVEN PRIVATE WEALTH MANAGEMENT LLCNov 21, 2024
REGENT PEAK WEALTH ADVISORS, LLCNov 21, 2024
OPTAS, LLCNov 21, 2024
PMA ASSET MANAGEMENT, LLCNov 21, 2024
UNITED VALUE CAPITAL, LLCNov 21, 2024
HUI MALAMA FINANCIAL ADVISORS LLCNov 21, 2024
ABRAHAM & CO., INC.Nov 21, 2024
CREATIVE CAPITAL WEALTH MANAGEMENT GROUPNov 21, 2024
BLUE MARLIN ADVISORS, LLCNov 21, 2024
DELAWARE WEALTH PLANNERSNov 21, 2024