Firms - Form ADV

NameLast Filing
JW NOVA WEALTH PARTNERSJan 10, 2025
BLUHAUS CAPITAL MANAGEMENT LLCJan 10, 2025
VERA WEALTH LLCJan 10, 2025
THE ENTREPRENEUR'S INVESTMENT OFFICE LTDJan 10, 2025
INUKSHUK CAPITAL MANAGEMENTJan 10, 2025
ASCERTIS CAPITAL PTE. LIMITEDJan 10, 2025
ELEVATED FINANCIAL GROUPJan 10, 2025
1EP MANAGEMENT LLCJan 10, 2025
ELION FINANCIAL, LLCJan 10, 2025
FONDAHN FINANCIALJan 10, 2025
GREYTHORNE ADVISORS LLCJan 10, 2025
ANDERSON CAPITAL VENTURESJan 10, 2025
SHORE FINANCIAL ADVISORS, LLCJan 10, 2025
MATHWIZJOHN RIA LLCJan 10, 2025
GRANGER MANAGEMENT LLCJan 09, 2025
CAPITAL ADVISORS, INC.Jan 09, 2025
CHANEY CAPITAL MANAGEMENT INC.Jan 09, 2025
LORD, ABBETT & CO. LLCJan 09, 2025
CALUNIUS CAPITAL LLPJan 09, 2025
VANGUARD GLOBAL ADVISERS, LLCJan 09, 2025
ADVISORS FINANCIAL, INC.Jan 09, 2025
FOCUS INVESTMENT ADVISORS, INCJan 09, 2025
THRIVENT INVESTMENT MANAGEMENT INC.Jan 09, 2025
HARBOURVEST PARTNERS, LLCJan 09, 2025
ZENTIFIC INVESTMENT MANAGEMENT LIMITEDJan 09, 2025
STERLING ADVISORY SERVICES, INC.Jan 09, 2025
AMERICAN INDUSTRIAL PARTNERSJan 09, 2025
RADCLIFFE CAPITAL MANAGEMENT, L.P.Jan 09, 2025
FRANK, RIMERMAN ADVISORS LLCJan 09, 2025
PACER ADVISORS, INC.Jan 09, 2025
FREESTATE ADVISORS LLCJan 09, 2025
LASALLE DEBT INVESTORS, INC.Jan 09, 2025
EMERGENT WEALTH ADVISORS, LLCJan 09, 2025
CORBIN CAPITAL PARTNERS, L.P.Jan 09, 2025
GOODMAN FINANCIAL CORPORATIONJan 09, 2025
PROVIDENCE WEALTH ADVISORS, LLCJan 09, 2025
SATHER FINANCIAL GROUP, INC.Jan 09, 2025
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.Jan 09, 2025
PALOMA PARTNERS MANAGEMENT COMPANYJan 09, 2025
PRECIDIAN FUNDS LLCJan 09, 2025
PORTLAND GLOBAL ADVISORS LLCJan 09, 2025
BLUE SKY ASSET MANAGEMENT, LLCJan 09, 2025
BLACK CORAL FINANCIAL ADVISORS, LLCJan 09, 2025
INVESCO ADVISERS, INC.Jan 09, 2025
CANTOR FITZGERALD INVESTMENT ADVISORSJan 09, 2025
H FINANCIAL MANAGEMENTJan 09, 2025
STRATEGIC ASSET MANAGEMENT GROUP ADVISORSJan 09, 2025
NFC INVESTMENTS, LLCJan 09, 2025
FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITEDJan 09, 2025
CLARITY CAPITAL PARTNERSJan 09, 2025
SHARKEY HOWES & JAVER INCJan 09, 2025
HORIZON CAPITAL MANAGEMENT, INC.Jan 09, 2025
BRAEBURN WEALTH MANAGEMENT, LLCJan 09, 2025
NEW CENTURY PARTNERSJan 09, 2025
ROCHESTER FINANCIAL SERVICESJan 09, 2025
JBGLOBAL.COM LLCJan 09, 2025
CONEXUS CAPITAL MANAGEMENT, LLCJan 09, 2025
LANE HIPPLE - WEALTH MANAGEMENT GROUPJan 09, 2025
MIRAMONTES CAPITAL, LLCJan 09, 2025
O'KEEFE STEVENS ADVISORY, INC.Jan 09, 2025
KM CAPITAL MANAGEMENT, LTD.Jan 09, 2025
CHICAGO INVESTMENT ADVISORY GROUPJan 09, 2025
GOLDBERG CAPITAL MANAGEMENTJan 09, 2025
PINNACLE WEALTH ADVISORSJan 09, 2025
ROSE CAPITALJan 09, 2025
ATLANTIC WEALTH PARTNERS, LLCJan 09, 2025
FALCON WEALTH PLANNING, INC.Jan 09, 2025
NORTHBROOK FINANCIAL GROUP, LLCJan 09, 2025
HOULIHAN ASSET MANAGEMENT LLCJan 09, 2025
WAINWRIGHT WEALTH MANAGEMENT, LLCJan 09, 2025
ZYNERGY RETIREMENT PLANNINGJan 09, 2025
WALL INVESTMENT GROUP, INC.Jan 09, 2025
MEASURED STRATEGIES LLCJan 09, 2025
STYBR & ASSOCIATESJan 09, 2025
TURTAIR CAPITAL ADVISORSJan 09, 2025
ANDREWS WEALTH MANAGEMENT, LLCJan 09, 2025
LENITY FINANCIAL, INC.Jan 09, 2025
IWC FINANCIAL PLANNINGJan 09, 2025
FINANCIAL PLANNING PARTNERSJan 09, 2025
STERLING FINANCIAL GROUP LLCJan 09, 2025
ULTIMATE RETIREMENT PRODUCTS, INC.Jan 09, 2025
BRADY INVESTMENT COUNSEL LLCJan 09, 2025
TEAMWORK FINANCIAL ADVISORS, LLCJan 09, 2025
SEABORN FINANCIAL, LLCJan 09, 2025
CAPITAL ALLOCATION MANAGEMENT, INCJan 09, 2025
WHITE PINE INVESTMENTSJan 09, 2025
PALLER FINANCIAL SERVICES, INC.Jan 09, 2025
FLIGHT LINE FINANCIAL, LLCJan 09, 2025
PETERSON WEALTH ADVISORY, LLCJan 09, 2025
STIRLING BRIDGE WEALTH PARTNERS, LLCJan 09, 2025
ROCHE FINANCIAL PARTNERS LLCJan 09, 2025
PERCENSION WEALTH ADVISORS, LLCJan 09, 2025
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.Jan 09, 2025
EVEREST FINANCIAL ADVISORS, LLCJan 09, 2025
INNOVATIVE FINANCIAL, LLCJan 09, 2025
CORE PLANNINGJan 09, 2025
ADAGE INVESTMENT ADVISORS, L.L.C.Jan 09, 2025
MACC IV GROUPJan 09, 2025
4TH RIVER FINANCIAL GROUP, INC.Jan 09, 2025
REVALUE LLCJan 09, 2025
BEACON FINANCIAL ADVISORS, LLCJan 09, 2025
FAUST CAPITAL MANAGEMENT, LLCJan 09, 2025
BAINBRIDGE INVESTMENT ADVISORS LLCJan 09, 2025
RIDGEWOOD CAPITAL MANAGEMENTJan 09, 2025
WILLIAMS FINANCIAL SERVICES, LLCJan 09, 2025
MYERS CAPITAL MANAGEMENT, INCJan 09, 2025
CAMELOT WEALTH MANAGEMENT, LLCJan 09, 2025
GORMAN FINANCIAL MANAGEMENTJan 09, 2025
JS WEALTH INVESTMENT GROUPJan 09, 2025
PORTER AVENUE CAPITAL MANAGEMENT, LLCJan 09, 2025
PERRY D. REED & COMPANY, P.C.Jan 09, 2025
SACO RIVER FINANCIAL PLANNINGJan 09, 2025
ROGERS CONSULTING ASSOCIATES, INC.Jan 09, 2025
MODERN ASSETS, LLCJan 09, 2025
SAFE HARBOR WEALTH ADVISORS, LLCJan 09, 2025
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLCJan 09, 2025
HILBAR CAPITAL, LLCJan 09, 2025
HYLAND FINANCIAL PLANNINGJan 09, 2025
JOSHUA DUVALL FINANCIAL PLANNING & ACCOUNTING, LLCJan 09, 2025
AMERICAN VISION ADVISORS LLCJan 09, 2025
PROVIDENT LIVING ADVISORS LLCJan 09, 2025
CLEARLEAFJan 09, 2025
ADVISOR ALLIANCE LLCJan 09, 2025
MOUNTAIN RIVER FINANCIALJan 09, 2025
HORST & GRABEN WEALTH MANAGEMENT, LLCJan 09, 2025
PROSPERITY FIRST WEALTH MANAGEMENTJan 09, 2025
GLASS CITY CAPITAL MANAGEMENT, LLCJan 09, 2025
LOOP INVESTMENT ADVISORS LLCJan 09, 2025
GRAVES LIGHT LENHARTJan 09, 2025
OUI FINANCIALJan 09, 2025
OATH STREET CAPITAL, LLCJan 09, 2025
PRESENT VALUE FINANCIAL SERVICES LLCJan 09, 2025
CULTIVATE FINANCIAL PLANNINGJan 09, 2025
CRONKHITE WEALTH STRATEGIESJan 09, 2025
MEEKS WEALTH MANAGEMENT, LLCJan 09, 2025
HIGHPOINTE WEALTHJan 09, 2025
ELEVATED RETIREMENT FINANCIAL SERVICESJan 09, 2025
SPIRE INVESTMENT MANAGEMENT LLCJan 09, 2025
DESMO WEALTH ADVISORS, LLCJan 09, 2025
THRIVENT ADVISOR NETWORK, LLCJan 09, 2025
ORCA CAPITAL, LLCJan 09, 2025
MATHEWS CAPITAL MANAGEMENTJan 09, 2025
SOUND CAPITALJan 09, 2025
MY WEALTH PLANNERSJan 09, 2025
MSP WEALTH MANAGEMENT, LLCJan 09, 2025
ECHELON VIRTUAL FAMILY OFFICE, LLCJan 09, 2025
SAGE PATH SOLUTIONSJan 09, 2025
HONEYGO FINANCIALJan 09, 2025
BAYESIAN INVESTMENT MANAGEMENTJan 09, 2025
SHI CAPITAL MANAGEMENT, LLCJan 09, 2025
PARK AVENUE INVESTMENT ADVISORY, LLCJan 09, 2025
INSTRUMENTAL WEALTH, LLCJan 09, 2025
ELEMENT WEALTH ADVISORSJan 09, 2025
UBIQUITY MANAGEMENT, LLCJan 09, 2025
MERCOR INVESTMENT GROUPJan 09, 2025
ADUNA CAPITALJan 09, 2025
BIGHAM WEALTH ADVISORY LLCJan 09, 2025
KRAEMER CAPITAL MANAGEMENT LLCJan 09, 2025
REDEEM WEALTH MANAGEMENTJan 09, 2025
SMITH GROUP ASSET MANAGEMENT, LLCJan 09, 2025
UISONETJan 09, 2025
BISHOP FINANCIAL SERVICES LLCJan 09, 2025
SYMMETRY INVESTMENTS JERSEY LIMITEDJan 09, 2025
MAINSTAY CAPITALJan 09, 2025
DOUGLAS CAPITAL ADVISORSJan 09, 2025
STRONGHOLD CAPITAL PARTNERS LLCJan 09, 2025
FRESH VENTURES, LLCJan 09, 2025
STARS & STRIPES FINANCIAL ADVISORSJan 09, 2025
ARTISANAL VENTURES MANAGEMENT, LLCJan 09, 2025
HAUGE WEALTH MANAGEMENT, LLCJan 09, 2025
VICTORY WEALTH MANAGEMENT, LLCJan 09, 2025
DYNAMIC LEGACY PLANNINGJan 09, 2025
SATURN FIVE ADVISORS LLCJan 09, 2025
PMA WEALTH MANAGEMENTJan 09, 2025
PANTELES ADVISORSJan 09, 2025
TRINITY WEALTH SOLUTIONS LLCJan 09, 2025
EMBOLDENFPJan 09, 2025
KINGFISHER CAPITAL MANAGEMENT LLCJan 09, 2025
REVOLUT WEALTH INC.Jan 09, 2025
BOSS FINANCIAL STRATEGIES, LLCJan 09, 2025
SOURCE CAPITAL, LLCJan 09, 2025
ZEN WEALTH ADVISORS, LLCJan 09, 2025
SIMPLIFY WEALTH PLANNING LLCJan 09, 2025
PARK HILL FINANCIAL PLANNING & INVESTMENT MANAGEMENT, LLCJan 09, 2025
COAST BRIDGE CAPITALJan 09, 2025
PRESTON CAPITALJan 09, 2025
PEAKVIEW STRATEGIESJan 09, 2025
SCOTT FINANCIAL RESOURCES LLCJan 09, 2025
EDLY ADVISORSJan 09, 2025
SYMMETRY INVESTMENTS CAYMAN LIMITEDJan 09, 2025
BROOKE FOREST CAPITAL LLCJan 09, 2025
UPFRONT FINANCIAL PLANNING, LLCJan 09, 2025
RETIREMENT PORTFOLIOS, LLCJan 09, 2025
LAVA VENTURES LTD.Jan 09, 2025
PEAKS INVESTMENT MANAGEMENTJan 09, 2025
PACIFIC WEALTH ADVISORY SERVICES LLCJan 09, 2025
MODERN WEALTH LLCJan 09, 2025
NIBLEY FINANCIAL LLCJan 09, 2025
ETNA CAPITALJan 09, 2025
CRESCENT INVESTMENT SOLUTIONS LLCJan 09, 2025