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Firms - Form ADV

NameLast Filing
VERITION FUND MANAGEMENT LLCMar 31, 2025
VEST FINANCIAL LLCMar 31, 2025
KESTRA ADVISORY SERVICES, LLCMar 31, 2025
OSAIC WEALTH, INC.Mar 31, 2025
SENDER COMPANY & PARTNERS, INC.Mar 31, 2025
EAGLE GROUP FINANCE LOAN CORP.Mar 31, 2025
AMERICAN INVESTMENT SERVICES INCMar 31, 2025
SYM FINANCIAL ADVISORSMar 31, 2025
POLEN CAPITAL MANAGEMENT, LLCMar 31, 2025
NORTHWEST ASSET MANAGEMENTMar 31, 2025
WINDROSE HEALTH INVESTORS, LLCMar 31, 2025
CERTIFIED ADVISORY CORPMar 31, 2025
CEDAR CAPITAL, LLCMar 31, 2025
FIRST SENTIER INVESTORS (UK) FUNDS LIMITEDMar 31, 2025
AVENIR CORPORATIONMar 31, 2025
STRATEGIC ADVISERS LLCMar 31, 2025
ROSSER CAPITAL PARTNERS MANAGEMENT, L.P.Mar 31, 2025
N.D. PITMAN & COMPANY, INC.Mar 31, 2025
NPA ASSET MANAGEMENT, LLCMar 31, 2025
LAFAYETTE INVESTMENTS, INC.Mar 31, 2025
SILVER OAK SERVICES PARTNERS,LLCMar 31, 2025
DOME EQUITIES, LLCMar 31, 2025
AFT, FORSYTH AND COMPANY, INC.Mar 31, 2025
PARSONS CAPITAL MANAGEMENT INCMar 31, 2025
III CAPITAL MANAGEMENTMar 31, 2025
COOKSON PEIRCE WEALTH MANAGEMENTMar 31, 2025
LONDINIUM ASSET MANAGEMENT LTD.Mar 31, 2025
GUGGENHEIM WEALTH SOLUTIONS, LLCMar 31, 2025
RED CEDAR INVESTMENT MANAGEMENTMar 31, 2025
COMMITTED ADVISORS S.A.S.Mar 31, 2025
MOUNTAIN CAPITAL MANAGEMENT, LLCMar 31, 2025
WEALTH WATCH ADVISORS, INCMar 31, 2025
BP CAPITAL FUND ADVISORS, LLCMar 31, 2025
BLOOMBERGSEN INVESTMENT PARTNERSMar 31, 2025
GEOWEALTH MANAGEMENT LLCMar 31, 2025
BML CAPITAL MANAGEMENT, LLCMar 31, 2025
D.F. DENT AND COMPANY, INC.Mar 31, 2025
SUMMA GLOBAL ADVISORS, LLCMar 31, 2025
ROSE CAPITAL ADVISORS, LLCMar 31, 2025
ALLSTATE FINANCIAL ADVISORS, LLCMar 31, 2025
VALUEWORKS, LLCMar 31, 2025
ALTIMETER CAPITAL MANAGEMENT, LPMar 31, 2025
LPK INVESTMENT GROUP, LLPMar 31, 2025
CHARLESBANK CAPITAL PARTNERS, LLCMar 31, 2025
MUTUAL OF OMAHA INVESTOR SERVICES, INC.Mar 31, 2025
CAPITAL MANAGEMENT ASSOCIATES INCMar 31, 2025
ORKILA MANAGEMENT, LLCMar 31, 2025
VERATIS ADVISORS, INC.Mar 31, 2025
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITEDMar 31, 2025
SYMBOL CAPITAL, LLCMar 31, 2025
DEXUS CAPITAL INVESTORS LIMITEDMar 31, 2025
PASKIN & BERLER CAPITAL ADVISORS, LLCMar 31, 2025
KOLINSKY WEALTH MANAGEMENT, LLCMar 31, 2025
BLACKGOLD CAPITAL MANAGEMENT LPMar 31, 2025
PEKIN HARDY STRAUSS, INC.Mar 31, 2025
GEM INVESTMENT ADVISORS, LLCMar 31, 2025
BLUESTONE CAPITAL MANAGEMENT, LLCMar 31, 2025
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLCMar 31, 2025
NEW YORK LIFE INVESTMENT MANAGEMENT LLCMar 31, 2025
BEAM WEALTH ADVISORS, INC.Mar 31, 2025
PT ASSET MANAGEMENT, LLCMar 31, 2025
G10 CAPITAL LIMITEDMar 31, 2025
BRIGHTPLAN LLCMar 31, 2025
SANDTON CAPITAL PARTNERS, LPMar 31, 2025
LASALLE INVESTMENT MANAGEMENTMar 31, 2025
MAN SOLUTIONS LLCMar 31, 2025
LGK ADVISORS, LLCMar 31, 2025
ALMAZ CAPITALMar 31, 2025
HALYARD CAPITAL MANAGEMENT, LLCMar 31, 2025
ATW PARTNERS LLCMar 31, 2025
INVESCO ASSET MANAGEMENT LTD.Mar 31, 2025
SAGE ADVISORS, LLCMar 31, 2025
F L PUTNAM INVESTMENT MANAGEMENT CO.Mar 31, 2025
CBRE INVESTMENT MANAGEMENTMar 31, 2025
BRANDYWINE MANAGERS, LLCMar 31, 2025
NEW CAPITAL PARTNERSMar 31, 2025
AEGIS WEALTHMar 31, 2025
NORTHWEST CAPITAL MANAGEMENT INC.Mar 31, 2025
HIMCO, LLCMar 31, 2025
PENNANTPARK INVESTMENT ADVISERS, LLCMar 31, 2025
BLUE EDGE CAPITAL, LLCMar 31, 2025
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLCMar 31, 2025
RIVI CAPITAL LLCMar 31, 2025
XLCR CAPITAL LLCMar 31, 2025
SANDS CAPITAL MANAGEMENT, LLCMar 31, 2025
FIAM LLCMar 31, 2025
BARING VOSTOK CAPITAL PARTNERS GROUP LIMITEDMar 31, 2025
CLEARANCE CAPITAL LTDMar 31, 2025
VANTAGE INFRASTRUCTURE (USA) INC.Mar 31, 2025
BLUME CAPITAL MANAGEMENT, INC.Mar 31, 2025
MACKAY SHIELDS LLCMar 31, 2025
FRUTH INVESTMENT MANAGEMENTMar 31, 2025
ESTANCIA CAPITAL MANAGEMENT, LLCMar 31, 2025
CORRIGAN FINANCIAL INCMar 31, 2025
ALTAI CAPITAL MANAGEMENT, L.P.Mar 31, 2025
SCHLINDWEIN ASSOCIATES LLCMar 31, 2025
HIGHCAPE PARTNERS MANAGEMENT, L.P.Mar 31, 2025
COMPAK ASSET MANAGEMENTMar 31, 2025
QUATTRO ADVISORS L.L.C.Mar 31, 2025
WEALTH DIMENSIONS GROUP, LTD.Mar 31, 2025
SFM, LLCMar 31, 2025
CORNELL CAPITALMar 31, 2025
SEAPORT GLOBAL ADVISORS, LLCMar 31, 2025
ATASH VENTURES, LLCMar 31, 2025
ADVISORS CAPITAL MANAGEMENT, LLCMar 31, 2025
GAMMA REAL ESTATE CAPITAL MANAGEMENT, INC.Mar 31, 2025
ROBERT A. ZOCK & CO.,INC.Mar 31, 2025
PRIVATE CAPITAL ADVISORS, INC.Mar 31, 2025
YORKTOWN PARTNERS LLCMar 31, 2025
ACPE SERVICES S.A.Mar 31, 2025
KESTRA PRIVATE WEALTH SERVICES, LLCMar 31, 2025
TENNENBAUM CAPITAL PARTNERS, LLCMar 31, 2025
PARAGON JV PARTNERS, LLCMar 31, 2025
STONEPEAKMar 31, 2025
ROBINSWOOD FINANCIALMar 31, 2025
RENAISSANCERE FUND MANAGEMENT LTD.Mar 31, 2025
G. A. REPPLE & COMPANYMar 31, 2025
TRUE PRIVATE WEALTH ADVISORS, LLCMar 31, 2025
GREENWOOD CAPITAL ASSOCIATES, LLCMar 31, 2025
NEPSIS, INC.Mar 31, 2025
MAKROD INVESTMENT ASSOCIATES INCMar 31, 2025
TREO ASSET MANAGEMENT, LLCMar 31, 2025
THOROUGHBRED FINANCIAL SERVICES, LLCMar 31, 2025
PENNINGTON PARTNERS & CO., LLCMar 31, 2025
MONTICELLOAM, LLCMar 31, 2025
NUVEEN ALTERNATIVES ADVISORS LLCMar 31, 2025
ROTHSCHILD INVESTMENTMar 31, 2025
CAPITOL SECURITIES MANAGEMENT, INC.Mar 31, 2025
ELGETHUN CAPITAL MANAGEMENTMar 31, 2025
HANSEATIC MANAGEMENT SERVICES INCMar 31, 2025
SAMLYN CAPITAL, LLCMar 31, 2025
MARK ASSET MANAGEMENT LPMar 31, 2025
MUTUAL OF AMERICA LIFE INSURANCE COMPANYMar 31, 2025
FIDELITY MANAGEMENT & RESEARCH COMPANY LLCMar 31, 2025
BRAESIDE INVESTMENTS, LLCMar 31, 2025
DUBIN CLARKMar 31, 2025
HLM MANAGEMENT CO., LLCMar 31, 2025
BENJAMIN F. EDWARDS & COMPANY, INCORPORATEDMar 31, 2025
PALO ALTO INVESTORS LPMar 31, 2025
FINANCIAL INSIGHTS WEALTH MANAGEMENTMar 31, 2025
APPLIED FINANCE CAPITAL MANAGEMENT, LLCMar 31, 2025
MEIXLER INVESTMENT MANAGEMENT, LTD.Mar 31, 2025
BOFCAL ASSET MANAGEMENT INC.Mar 31, 2025
NORTHWOOD INVESTORS LLCMar 31, 2025
QCP GMBHMar 31, 2025
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCMar 31, 2025
BAIN CAPITAL ASSET MANAGEMENT, LPMar 31, 2025
CAPITAL IMPACT ADVISORSMar 31, 2025
BLUE OWL REAL ESTATE CAPITAL LLCMar 31, 2025
SAPIA PARTNERS LLPMar 31, 2025
ALTAMONT CAPITAL PARTNERSMar 31, 2025
IC ADVISORY SERVICES, INC.Mar 31, 2025
QAPITAL INVEST, LLCMar 31, 2025
ARCUS CAPITAL PARTNERS, LLCMar 31, 2025
AMPLIFY INVESTMENTS LLCMar 31, 2025
ADRIAN DAY ASSET MANAGEMENTMar 31, 2025
ALTERNA WEALTH MANAGEMENT, INC.Mar 31, 2025
EAGLE STRATEGIES LLCMar 31, 2025
HPS INVESTMENT PARTNERS, LLCMar 31, 2025
ASPECT CAPITAL LIMITEDMar 31, 2025
SMITH SALLEY WEALTH MANAGEMENTMar 31, 2025
REDBIRD CAPITAL PARTNERS MANAGEMENT LLCMar 31, 2025
DELOS CAPITAL MANAGEMENT, LPMar 31, 2025
NEW HERITAGE CAPITAL, LLCMar 31, 2025
MERUS CAPITAL MANAGEMENT COMPANY, LLCMar 31, 2025
BLOOMFIELD CAPITAL HOLDINGS, LLCMar 31, 2025
ONE ROCK CAPITALMar 31, 2025
ALMAZ CAPITAL PARTNERS, LTDMar 31, 2025
HITE HEDGE ASSET MANAGEMENT LLCMar 31, 2025
FLYOVER CAPITAL PARTNERS, LLCMar 31, 2025
GTIS PARTNERSMar 31, 2025
WINONA CAPITAL MANAGEMENT, LLCMar 31, 2025
FIFTH THIRD SECURITIES, INC.Mar 31, 2025
THE WEALTH CONSULTING GROUPMar 31, 2025
VCFA GROUPMar 31, 2025
HENRY JAMES INTERNATIONAL MANAGEMENT, INC.Mar 31, 2025
NEWPORT CAPITAL GROUP, LLCMar 31, 2025
ETF MODEL SOLUTIONS, LLCMar 31, 2025
STERNECK CAPITAL MANAGEMENT LLCMar 31, 2025
CLARION CAPITAL PARTNERS, LLCMar 31, 2025
PEARL ENERGY INVESTMENT MANAGEMENT, LLCMar 31, 2025
THORNTREE CAPITAL PARTNERS LPMar 31, 2025
VIKING GLOBAL INVESTORS LPMar 31, 2025
GOLDMAN SACHS ASSET MANAGEMENT, L.P.Mar 31, 2025
ASHTON THOMAS SECURITIES, LLCMar 31, 2025
ENTREPRENEURSHARES LLCMar 31, 2025
BLUE VISTA CAPITAL, LLCMar 31, 2025
CWS CAPITAL PARTNERS LLCMar 31, 2025
REDDING RIDGE ASSET MANAGEMENT LLCMar 31, 2025
UNDERSCORE.VC MANAGEMENT COMPANY, LLCMar 31, 2025
GENERATIONS WEALTH, LLCMar 31, 2025
AMIDON & PETERSEN FINANCIALS, LLCMar 31, 2025
CBRE INVESTMENT MANAGEMENT, LLCMar 31, 2025
VIBRANT CAPITAL PARTNERS, INC.Mar 31, 2025
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C.Mar 31, 2025
RIVERVIEW CAPITAL ADVISERS LLCMar 31, 2025
JMS CAPITAL GROUP WEALTH SERVICES, LLCMar 31, 2025
STRATOS INVESTMENT MANAGEMENT, LLCMar 31, 2025
ALPHASTAR CAPITAL MANAGEMENTMar 31, 2025
CRESTVIEW PARTNERSMar 31, 2025