Firms - Form ADV

NameLast Filing
GLOBAL WEALTH, LLCJan 02, 2025
SHERMAN PORTFOLIOS, LLCJan 02, 2025
CALUMET CAPITAL PARTNERS LLCJan 02, 2025
JANUS FINANCIAL PLANNING, LLCJan 02, 2025
VOYAGE WEALTH MANAGEMENT, LLCJan 02, 2025
STEMPOINT CAPITAL LPJan 02, 2025
TRADEWINDS WEALTH MANAGEMENTJan 02, 2025
SMART PORTFOLIOJan 02, 2025
LIQUIDIFIJan 02, 2025
BULL BEAR CAPITAL MANAGEMENT LLCJan 02, 2025
WYATT WEALTH ADVISORS, LLCJan 02, 2025
PCIDX GROUP LLCJan 02, 2025
CORNERSTONE ADVISORS LLCJan 02, 2025
RETIREPATH WEALTH, LLCJan 02, 2025
COWAN CAPITALJan 02, 2025
TRIUMPH WEALTH MANAGEMENT LLCJan 02, 2025
SECOND LINE CAPITAL, LLCJan 02, 2025
364 INVESTING, LLCJan 02, 2025
DYAD CAPITALJan 02, 2025
EQUILIBRIUM FINANCIAL PLANNINGJan 02, 2025
CORNERSTONE INVESTMENT SERVICESJan 02, 2025
THE WEALTHY PARENTJan 02, 2025
DFS CAPITAL MANAGEMENTJan 02, 2025
JEFFERSON BRIDGE CAPITAL, LLCJan 02, 2025
PUREFI WEALTH, LLCJan 02, 2025
LIFETIME FINANCIAL PLANNERS LLCJan 02, 2025
EVERGREEN WEALTH ADVISORSJan 02, 2025
CYPRESS INVESTMENT MANAGEMENT, LLCJan 02, 2025
PLANGUIDE FINANCIALJan 02, 2025
SEEDTOB MANAGEMENT COMPANY, LLCJan 02, 2025
ALTITUDE CAPITAL MANAGEMENT LLCJan 02, 2025
WILCO FINANCIAL, LLCJan 02, 2025
HIVE RETIREMENT PLANNINGJan 02, 2025
NUTSHELL ASSET MANAGEMENT LIMITEDJan 02, 2025
VELAGA ADVISORS LLCJan 02, 2025
VISTA CREDIT PARTNERS, L.P.Jan 02, 2025
HENCHMEN PARTNERSJan 02, 2025
SHARPER IMAGE FINANCIAL SERVICES, LLCJan 02, 2025
FINCOP FINANCIAL PLANNINGJan 02, 2025
UPSTREAM FINANCIAL ADVISORS LLCJan 02, 2025
FREEMIND FINANCIAL ADVISORYJan 02, 2025
DRAWINGBOARD WEALTH ADVISORSJan 02, 2025
THE BUFFALO FINANCIAL GROUP LLCJan 02, 2025
BERMAN CAPITAL GROUPJan 02, 2025
ANGEL LIGHT CAPITALJan 02, 2025
KEYVANTAGE WEALTH ADVISORSJan 02, 2025
BLACKWATER FINANCIALJan 02, 2025
FIRST CLASS CAPITALJan 02, 2025
PATHLIGHT WEALTH MANAGEMENTJan 02, 2025
NORSU FINANCIAL PLANNING LLCJan 02, 2025
VINCENT WEALTH ADVISORS, LLCJan 02, 2025
STRATAGEM CAPITAL MANAGEMENT LLCJan 02, 2025
WEALTH INTELLIGENCE, LLCJan 02, 2025
LIFELAIDOUT LLCJan 02, 2025
ARCHLIGHT WEALTH MANAGEMENT LLCJan 02, 2025
BC PARTNERS PE L.P.Jan 02, 2025
SUMMIT WEALTH LLCJan 02, 2025
PACIFIC CREST ASSET MANAGEMENT LLCJan 02, 2025
CRESCENT CAPITAL BDC, INC.Jan 02, 2025
AVENDUS PE INVESTMENT ADVISORS PRIVATE LIMITEDJan 02, 2025
MORA FINANCIALJan 02, 2025
FREEDOM FINANCIAL ADVISORSJan 02, 2025
RISE INVESTMENT MANAGEMENT, LLCJan 02, 2025
ALSO CAPITAL MANAGEMENT LLCJan 02, 2025
MSA CHINA FUND II GP, LLCJan 02, 2025
CATEGORY VENTURES MANAGEMENT COMPANY, LLCJan 02, 2025
SNAK VENTURE PARTNERS MANAGEMENT, LLCJan 02, 2025
WINHALL MANAGEMENT COMPANY LLCJan 02, 2025
ASCENDO VENTURES, LLCJan 02, 2025
AINA CLIMATE AI VENTURES, LLCJan 02, 2025
HENG REN PARTNERSJan 02, 2025
CRAWFORD WEALTH MANAGEMENTJan 02, 2025
HIGHLINE ASSET MANAGEMENT, LLCJan 02, 2025
VERTEX INVESTMENTS GROUPJan 02, 2025
LATHROP INVESTMENT MANAGEMENT COMPANYJan 02, 2025
JASPER RIDGE PARTNERS, L.P.Dec 26, 2024
CLARIVEST ASSET MANAGEMENT LLCDec 26, 2024
SYNTAL CAPITAL PARTNERS, LLCDec 26, 2024
BLUE OWL REAL ESTATE CAPITAL LLCDec 26, 2024
STRATOS WEALTH ADVISORS LLCDec 26, 2024
CIG ASSET MANAGEMENT, INC.Dec 26, 2024
HOEY INVESTMENTS, INC.Dec 26, 2024
PHILLIPS AND COMPANY ADVISORS LLCDec 26, 2024
DOHENY ASSET MANAGEMENT, L.L.C.Dec 26, 2024
LEGACY BRIDGE PRIVATE FAMILY OFFICESDec 26, 2024
FINANCIAL CONSULATEDec 26, 2024
BEACON POINTE ADVISORS, LLCDec 26, 2024
INTEGRITY FINANCIAL CORPORATIONDec 26, 2024
SAVANT WEALTH MANAGEMENTDec 26, 2024
IRON POINT PARTNERS, LLCDec 26, 2024
THE RETIREMENT PLANNING GROUP, LLCDec 26, 2024
DYNASTY WEALTH MANAGEMENT, LLCDec 26, 2024
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLCDec 26, 2024
CIRCLE ADVISERS INCDec 26, 2024
COLBECK CAPITAL MANAGEMENT, LLCDec 26, 2024
TAMAR SECURITIES, LLCDec 26, 2024
CLARITI WEALTH ADVISORSDec 26, 2024
ALPHADYNE ASSET MANAGEMENT LPDec 26, 2024
EAGLE BAY FAMILY OFFICEDec 26, 2024
VIA IV INVESTMENTS, LLCDec 26, 2024
TWELVE POINTS WEALTH MANAGEMENTDec 26, 2024
NORTON CAPITAL MANAGEMENT, INC.Dec 26, 2024
XLM CAPITAL MANAGEMENTDec 26, 2024
PACIFICA WEALTH ADVISORS, INC.Dec 26, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLCDec 26, 2024
STAGE HARBOR FINANCIALDec 26, 2024
BAYWORTH CAPITALDec 26, 2024
INTEGRATED ADVISORSDec 26, 2024
FIRST FINANCIAL COACHING, INC.Dec 26, 2024
REFINED WEALTH MANAGEMENTDec 26, 2024
CLF ASSET MANAGEMENT, INC.Dec 26, 2024
PL WEALTH ADVISORS, LLCDec 26, 2024
COTTONWOOD ASSET MANAGEMENT LLCDec 26, 2024
THE PERSPECTIVE GROUPDec 26, 2024
SHADOWRIDGE ASSET MANAGEMENT, LLCDec 26, 2024
STEPHENSON AND COMPANY, INC.Dec 26, 2024
CRESCENT ADVISOR GROUP, INC.Dec 26, 2024
REDWOOD COAST FINANCIAL PARTNERSDec 26, 2024
WALKER CAPITAL ADVISORSDec 26, 2024
MILLENNIAL WEALTH MANAGEMENT ADVISORS LLCDec 26, 2024
PORTOLAN FINANCIAL PLANNING LLCDec 26, 2024
APPLIED INVESTMENT STRATEGIES, LLCDec 26, 2024
WEALTH COMPOUNDERS LLCDec 26, 2024
PRATTES WEALTH PARTNERSDec 26, 2024
KEYSTONE WEALTH MANAGEMENT INC.Dec 26, 2024
BUSINESS WISE INSURANCE, PLLCDec 26, 2024
JOURNEY STRATEGIC WEALTH LLCDec 26, 2024
HONEY BADGER ADVISORS LLCDec 26, 2024
COPPER BEECH FINANCIAL GROUP, LLCDec 26, 2024
UNDA FINANCIAL AND CONSULTING LLCDec 26, 2024
AKPRIDE FINANCIAL, LLCDec 26, 2024
WISE ASSET MANAGEMENT L.L.C.Dec 26, 2024
MECHE AND ASSOCIATES LLCDec 26, 2024
EMERGING MARKETS CANCER IGNITION FUND MANAGEMENT COMPANY, LLCDec 26, 2024
KELLER FINANCIAL GROUPDec 26, 2024
ASYLUM TRADINGDec 26, 2024
DRUCKER WEALTHDec 26, 2024
STRAWBERRY TREE MANAGEMENT COMPANYDec 26, 2024
VIRTUS WEALTH SOLUTIONSDec 26, 2024
ANANYM CAPITAL MANAGEMENT, LPDec 26, 2024
ETHOS FINANCIAL PLANNINGDec 26, 2024
AERIE ADVISORY GROUP LLCDec 26, 2024
EXIT WEALTH ADVISORSDec 26, 2024
BEX CAPITALDec 26, 2024
REBEL MANAGEMENT, LLCDec 26, 2024
SERAC VENTURE MANAGEMENT LLCDec 26, 2024
LYON STREET MANAGEMENT, LLCDec 26, 2024
TEXAS VENTURE PARTNERS, LLCDec 26, 2024
COOL WEALTH MANAGEMENTDec 26, 2024
J-STAR CO., LTD.Dec 25, 2024
NAVAR CAPITAL, LLCDec 25, 2024
HOLISTIC CAPITALDec 25, 2024
ALPHA FINANCIAL ADVISORS, LLCDec 24, 2024
CUTLER INVESTMENT GROUPDec 24, 2024
FRANKLIN ADVISERS, INC.Dec 24, 2024
FRANKLIN TEMPLETON INVESTMENTS CORP.Dec 24, 2024
TEMPLETON INVESTMENT COUNSEL, LLCDec 24, 2024
THE JUNK INVESTMENT GROUPDec 24, 2024
AJF CAPITAL MANAGEMENT, INC.Dec 24, 2024
TWEEDY, BROWNE COMPANY LLCDec 24, 2024
THE PALISADES GROUP, LLCDec 24, 2024
ARQ WEALTH ADVISORS, LLCDec 24, 2024
TANGLEWOOD LEGACY ADVISORS, LLCDec 24, 2024
TOWNSENDDec 24, 2024
RIVER GLOBAL INVESTORS LLPDec 24, 2024
MADISON ADVISORY SERVICES, INC.Dec 24, 2024
DETALUS ADVISORS, LLCDec 24, 2024
TEMPLETON GLOBAL ADVISORS LIMITEDDec 24, 2024
RAMIREZ ASSET MANAGEMENT, INC.Dec 24, 2024
DARBY OVERSEAS PARTNERS, L.P.Dec 24, 2024
FRANKLIN MUTUAL ADVISERS, LLCDec 24, 2024
FCA CORPDec 24, 2024
GIVERNY CAPITALDec 24, 2024
FRANKLIN TEMPLETON INSTITUTIONAL, LLCDec 24, 2024
CARDINAL CAPITAL MANAGEMENT, INC.Dec 24, 2024
NORTHLEAF CAPITAL ADVISORS LTD.Dec 24, 2024
TEMPLETON ASSET MANAGEMENT LTD.Dec 24, 2024
VANGUARD CAPITALDec 24, 2024
PLANVEST FINANCIAL, INC.Dec 24, 2024
LIFE STRATEGIES, INC.Dec 24, 2024
HARPER CAPITAL MANAGEMENT, LTD.Dec 24, 2024
MCQUADE, KATHLEEN MARYDec 24, 2024
COLUMBIA BENEFITS, LLCDec 24, 2024
EVR RESEARCH LPDec 24, 2024
BEACON FINANCIAL PARTNERSDec 24, 2024
INVISORDec 24, 2024
SAHNI, INC.Dec 24, 2024
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLCDec 24, 2024
AIIM PARTNERSDec 24, 2024
UPLEFT ASSET MANAGEMENTDec 24, 2024
SUMMIT FINANCIAL, LLCDec 24, 2024
MULHOLLAND & KUPERSTOCK ASSET MANAGEMENT, LLCDec 24, 2024
DST WEALTH MANAGEMENT LLCDec 24, 2024
FARTHERDec 24, 2024
FRANKLIN MADISON PRIVATE WEALTHDec 24, 2024
EIGHTH WONDER INVESTMENTSDec 24, 2024
KINGBIRD INVESTMENT MANAGEMENTDec 24, 2024
APEX FINANCIAL PARTNERS, LLCDec 24, 2024
ENZA FINANCIAL, LLCDec 24, 2024
MANDEL FINANCIAL SERVICESDec 24, 2024