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Firms - Form ADV

NameLast Filing
RIVER BIRCH CAPITAL, LLCJan 31, 2025
AURORA INVESTMENT MANAGERS, LLCJan 31, 2025
VECTOR WEALTH MANAGEMENTJan 31, 2025
CMT PORTFOLIO ADVISORS LLCJan 31, 2025
EVEREST CONSULTANTS, LLCJan 31, 2025
BOCA WEALTH ADVISORSJan 31, 2025
ARAX ADVISORY PARTNERSJan 31, 2025
PRINCETON CAPITAL MANAGEMENT LLCJan 31, 2025
MASUS FINANCIAL GROUP, LTD.Jan 31, 2025
NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC.Jan 31, 2025
PENN MUTUAL ASSET MANAGEMENT, LLCJan 31, 2025
FIRST EAGLE INVESTMENT MANAGEMENT, LLCJan 31, 2025
ATHENS CAPITAL MANAGEMENT LLCJan 31, 2025
BENNINGFIELD FINANCIAL ADVISORS, LLCJan 31, 2025
MCLEAN ASSET MANAGEMENT CORP.Jan 31, 2025
CHEYNE CAPITAL INTERNATIONAL LIMITED PARTNERSHIPJan 31, 2025
LECONTE WEALTH MANAGEMENT, LLCJan 31, 2025
DOVER PARTNERS INCJan 31, 2025
AVIVAR CAPITAL, LLCJan 31, 2025
PENBROOK MANAGEMENT LLCJan 31, 2025
ANTIPODEAN ADVISORS LLCJan 31, 2025
BIGELOW INVESTMENT ADVISORS, LLCJan 31, 2025
BAMCO, INC.Jan 31, 2025
BARON CAPITAL MANAGEMENT, INC.Jan 31, 2025
LEGACY INVESTMENT PARTNERS, LLCJan 31, 2025
SCHF (GPE), LLCJan 31, 2025
MONOMOY CAPITAL MANAGEMENT, L.P.Jan 31, 2025
GREENBACKER CAPITAL MANAGEMENT LLCJan 31, 2025
PRIVATE CAPITAL MANAGEMENT, LLCJan 31, 2025
AMBERJACK CAPITAL PARTNERS, L.P.Jan 31, 2025
MIDWEST GROWTH ADVISORS, LLCJan 31, 2025
CHANDLER ASSET MANAGEMENT INCJan 31, 2025
HBK CAPITAL MANAGEMENTJan 31, 2025
LOGAN CAPITAL MANAGEMENT, INC.Jan 31, 2025
ELDRIDGE CREDIT ADVISERS, LLCJan 31, 2025
VALHALLA PARTNERSJan 31, 2025
FOUR RIVERS GROUPJan 31, 2025
STERLING INVESTMENT ADVISORS,LLCJan 31, 2025
CORKERN & CO., INC.Jan 31, 2025
MURPHY POHLAD ASSET MANAGEMENT LLCJan 31, 2025
DORIAN EASON ASSET MANAGEMENT, LLCJan 31, 2025
VIRTUS INVESTMENT ADVISERS, LLCJan 31, 2025
OAKUM BAY CAPITAL, LLCJan 31, 2025
LEADER CAPITAL CORP.Jan 31, 2025
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLCJan 31, 2025
FLORIN PENSIONS LLCJan 31, 2025
TD PRIVATE CLIENT WEALTH LLCJan 31, 2025
SWARTHMORE ASSET MANAGEMENT LTDJan 31, 2025
CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLCJan 31, 2025
BUCKLEY WEALTH MANAGEMENT, LLCJan 31, 2025
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLCJan 31, 2025
UPI MANAGEMENT, LLCJan 31, 2025
INVESTOR FANJan 31, 2025
WHALEN CAPITAL, INC.Jan 31, 2025
BERKSHIRE ADVISORS, INC.Jan 31, 2025
ESTATE PLANNERS OF NEW ENGLAND, LLCJan 31, 2025
AHL INVESTMENT MANAGEMENT, INC.Jan 31, 2025
BLOSSOM WEALTH MANAGEMENT, LLCJan 31, 2025
WOOD J D & COJan 31, 2025
SPARROW WEALTH MANAGEMENTJan 31, 2025
EAGLE INVESTMENT ADVISORSJan 31, 2025
SIPHERD WEALTH MANAGEMENT, LLCJan 31, 2025
MCCARTER INVESTMENTS, LLCJan 31, 2025
UNCOMMON CENTS INVESTINGJan 31, 2025
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLCJan 31, 2025
AMORE AMBRO, LLCJan 31, 2025
FORT VANCOUVER INVESTMENT MANAGEMENT, LLCJan 31, 2025
GENESEE VALUE MANAGEMENT, LLCJan 31, 2025
RENVYLE PARTNERS, LLCJan 31, 2025
NEWPORT INVESTMENT ADVISORS, INC.Jan 31, 2025
SUSTAINED WEALTH MANAGEMENTJan 31, 2025
J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLCJan 31, 2025
STEVEN WILLIAM SHERMANJan 31, 2025
BEACON FINANCIAL SERVICES, INCJan 31, 2025
MFB INVESTMENTS, LLCJan 31, 2025
CLEAR POINT LLCJan 31, 2025
HAAS INVESTMENT MANAGEMENT LLCJan 31, 2025
COOKSON FINANCIAL, LLCJan 31, 2025
SEAL ROCK WEALTH MANAGEMENT, LLCJan 31, 2025
GOULD RUMA FINANCIAL ADVISORSJan 31, 2025
TACTIVEST, LLCJan 31, 2025
ADVANTAGE INVESTING, INC.Jan 31, 2025
HEDGEWISEJan 31, 2025
MONEYFULLJan 31, 2025
LAMBERSON KNIGHT WEALTH MANAGEMENT LLCJan 31, 2025
NORTHEAST EQUITY RESEARCH INC.Jan 31, 2025
TEVIS INVESTMENT MANAGEMENT, LLCJan 31, 2025
RETIREMENT RESOURCES, LLCJan 31, 2025
PAMET ADVISORS LLCJan 31, 2025
AMERICAN FAMILY LEGACY GROUPJan 31, 2025
WEALTH MANAGEMENT SERVICES OF AUSTIN, LLCJan 31, 2025
GUIDING WEALTH MANAGEMENT, LLCJan 31, 2025
SOLOMON INVESTMENT CONSULTING, INC.Jan 31, 2025
BARTLEY FINANCIAL ADVISORS, LLCJan 31, 2025
TULA INVESTMENT GROUP LLCJan 31, 2025
INTEGRITY ADVISORS LLCJan 31, 2025
CAPITAL INVESTORS ADVISORY CORPORATIONJan 31, 2025
STRATEGIC FINANCIAL GROUP, PLCJan 31, 2025
HENDERSHOTT WEALTH MANAGEMENT, LLCJan 31, 2025
CASCADE WEALTH ADVISORS, INCJan 31, 2025
DELTA CAPITAL MANAGEMENT, INC.Jan 31, 2025
SOO FINANCIAL L.L.C.Jan 31, 2025
HOFER & ASSOCIATES WEALTH MANAGEMENTJan 31, 2025
WHOLE WEALTH MANAGEMENTJan 31, 2025
INNOVATIVE FINANCIAL ADVISORS, LLCJan 31, 2025
CRAMER & RAUCHEGGER, INC.Jan 31, 2025
SLAGEL INVESTMENT MANAGEMENTJan 31, 2025
MS FINANCIAL SERVICES, LLCJan 31, 2025
CAPSTONE INVESTMENT GROUPJan 31, 2025
PROVIDENT WEALTH ADVISORS, LLCJan 31, 2025
DAVID WEALTH MANAGEMENT, LLCJan 31, 2025
HBE WEALTH MANAGEMENT, LLCJan 31, 2025
DRAZGA WEALTH ADVISORS, LLCJan 31, 2025
FINANCIAL AVENUESJan 31, 2025
CURTIN FINANCIAL MANAGEMENT, INC.Jan 31, 2025
K. D. CLEWLEY CAPITAL MANAGEMENTJan 31, 2025
M&M WEALTH MANAGEMENT, LLCJan 31, 2025
PRINCETON ASSET MANAGEMENT, LLCJan 31, 2025
POMEROY FINANCIAL PLANNING, LLC.Jan 31, 2025
HARVEST CAPITAL MANAGEMENT, LLCJan 31, 2025
AVERTRUST WEALTH LLCJan 31, 2025
JAC WEALTH MANAGEMENT SERVICES, LLCJan 31, 2025
NVEST FINANCIAL, LLCJan 31, 2025
ANALYTICAL INVESTMENT SERVICESJan 31, 2025
WISDOM WEALTH STRATEGIESJan 31, 2025
STEWARDSHIP WEALTH ADVISORSJan 31, 2025
TAYMOR CAPITAL, LLCJan 31, 2025
ARBOR WEALTH MANAGEMENT, LLCJan 31, 2025
GARY SCHARF ADVISORS, LLCJan 31, 2025
MORGAN FINANCIAL INCORPORATEDJan 31, 2025
INVESTORS BROKERAGE OF TEXAS, LTD.Jan 31, 2025
BUTTONWOOD CAPITAL MANAGEMENT (BCM)Jan 31, 2025
GEDER INVESTMENT MANAGEMENT, INC.Jan 31, 2025
LOCKER FINANCIAL SERVICES, LLCJan 31, 2025
WEALTH-BUILDERS, INC.Jan 31, 2025
DORATO CAPITAL MANAGEMENT, LLCJan 31, 2025
GREENBERG FINANCIAL GROUPJan 31, 2025
CHAIR SIX FINANCIAL PLANNING, PLLCJan 31, 2025
GREY INVESTMENT PLANNINGJan 31, 2025
FOUNTAINHEAD FINANCIAL MANAGEMENT, INC.Jan 31, 2025
GARHWAL, CHAN & WILLIAMS INC.Jan 31, 2025
KEMPTHORNE ANALYTICS, INCJan 31, 2025
SAMATVA WEALTH MANAGEMENT LLCJan 31, 2025
TACOMA INVESTMENT GROUPJan 31, 2025
SKYLINE ASSET MANAGEMENT CO.Jan 31, 2025
LORINTINE CAPITALJan 31, 2025
MONTOYA WEALTH MANAGEMENTJan 31, 2025
ONE DAY IN JULY LLCJan 31, 2025
LCV ADVISORS LLCJan 31, 2025
FOUR CORNERS FINANCIALJan 31, 2025
D.L. FIELDS ADVISORY GROUP, LLCJan 31, 2025
KISC, LLCJan 31, 2025
AMFG WEALTH MANAGEMENT LLCJan 31, 2025
PHILOSOPHY HOLDINGS ADVISORSJan 31, 2025
JOURNEY BEYOND WEALTHJan 31, 2025
CASTLE ANALYTICS LLCJan 31, 2025
KRUGER WEALTH MANAGEMENT, INC.Jan 31, 2025
ADVANCED INVESTMENT MANAGEMENT LLCJan 31, 2025
BRIDGEPORT ASSET MANAGEMENT, LLC.Jan 31, 2025
CERTIFIED PLANNING SERVICES, LLCJan 31, 2025
ILLUMINTJan 31, 2025
CIRCLE CITY WEALTH MANAGEMENT LLCJan 31, 2025
L M FRANKS CAPITALJan 31, 2025
ANFIELD WEALTH MANAGEMENTJan 31, 2025
ARROW WEALTH ADVISORY LLCJan 31, 2025
PACIFIC WEALTH ADVISORY, LLCJan 31, 2025
CS INVESTMENT MANAGEMENT LLCJan 31, 2025
SAND HARBOR CAPITAL LLCJan 31, 2025
HELF, DENNISJan 31, 2025
MHB ADVISORY SERVICES, LLCJan 31, 2025
AMFA LLCJan 31, 2025
CAIRN FINANCIAL GROUPJan 31, 2025
PROEM ADVISORS LLCJan 31, 2025
HOFF PRIVATE WEALTHJan 31, 2025
PAGAYA INVESTMENTS US LLCJan 31, 2025
RWF WEALTH MANAGEMENT LLCJan 31, 2025
UNIONVIEW WEALTH PARTNERSJan 31, 2025
JD FINANCIAL FITNESS LLCJan 31, 2025
THE ARANDA GROUP ADVISORS, LLCJan 31, 2025
EUDAIMONIA WEALTHJan 31, 2025
VEDA INVESTMENT GROUP, LLCJan 31, 2025
CFM WEALTH PARTNERS LLCJan 31, 2025
MG CAPITAL PARTNERS, LLCJan 31, 2025
SCARSDALE CAPITAL LLCJan 31, 2025
MACERATIO LLCJan 31, 2025
EAGLE WEALTH ADVISORSJan 31, 2025
TAU VENTURES, LLCJan 31, 2025
ESOTERICA CAPITAL LLCJan 31, 2025
MULTIPATH WEALTH MAGEMENTJan 31, 2025
URSA FINANCIAL, LLCJan 31, 2025
SHARENETT INVESTMENT ADVISORS, LLCJan 31, 2025
JDYEAGERADVISORSJan 31, 2025
CMG WEALTH MANAGEMENTJan 31, 2025
MIDWEST WEALTH MANAGEMENT INCJan 31, 2025
STARBOARD WEALTH MANAGEMENT, LLCJan 31, 2025
618 LONGEVITY PARTNERS, LLCJan 31, 2025
YOAKUM WEALTH MANAGEMENTJan 31, 2025
CARDEA CAPITAL ADVISORS, LLCJan 31, 2025
AXCEL MANAGEMENT A/SJan 31, 2025
FOUR RIVERS MANAGERS LLCJan 31, 2025