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Firms - Form ADV

NameLast Filing
GREENWAY FINANCIAL PLANNING, LLCFeb 28, 2026
OBJECTIVE WEALTH, LLCFeb 28, 2026
AXIO CONSULTING GROUPFeb 28, 2026
GRANADA CAPITAL MANAGEMENT, LLCFeb 28, 2026
BRUDERMAN PRIVATE WEALTHFeb 28, 2026
TRUEHAND INCFeb 28, 2026
RESERVE WEALTH PLANNINGFeb 28, 2026
JCM3 ASSET MANAGEMENT, LLCFeb 28, 2026
PINECREST ADVISORSFeb 28, 2026
JOYFUL STEWARD SERVICESFeb 28, 2026
YRN INDUSTRIES LLCFeb 28, 2026
TANDEM FINANCIAL PLANNING LLCFeb 28, 2026
BRAVO ZULU CAPITAL MANAGEMENTFeb 28, 2026
NESTEGGS, INC.Feb 27, 2026
TRUTINO CAPITAL MANAGEMENT, LLCFeb 27, 2026
ACCOUNT MANAGEMENT, LLCFeb 27, 2026
WIN TEAM ADVISORY SERVICESFeb 27, 2026
WESTSIDE INVESTMENT MANAGEMENT, LLCFeb 27, 2026
KEYSTONE FINANCIAL PLANNING, INCFeb 27, 2026
PALISADES INVESTMENT PARTNERS, LLCFeb 27, 2026
AIFAM GROUP LLCFeb 27, 2026
STRATEGIC WEALTH MANAGEMENT GROUPFeb 27, 2026
AUSTIN ASSETFeb 27, 2026
WOLFF FINANCIAL MANAGEMENT LLCFeb 27, 2026
AFFILIATED FINANCIAL ADVISORS INCFeb 27, 2026
LK FINANCIAL PLANNING LLCFeb 27, 2026
WOOTTON FINANCIAL GROUP INCFeb 27, 2026
GRUPO GUAYACANFeb 27, 2026
MALTIN WEALTH MANAGEMENT, INC.Feb 27, 2026
FOOTPRINTS ASSET MANAGEMENT & RESEARCH, INC.Feb 27, 2026
NARWHAL CAPITAL MANAGEMENTFeb 27, 2026
CLARION PARTNERSFeb 27, 2026
VANDERBILT ADVISORY SERVICESFeb 27, 2026
TOWNSEND ASSET MANAGEMENT CORP.Feb 27, 2026
ASSET ADVISORY GROUP, INC.Feb 27, 2026
FIEN CAPITAL MANAGEMENT, LLCFeb 27, 2026
NEW ENGLAND RETIREMENT CONSULTANTS, LLCFeb 27, 2026
BALLAST, INC.Feb 27, 2026
NOVEM GROUPFeb 27, 2026
SATURNA CAPITAL CORPORATIONFeb 27, 2026
DIAMOND HILL CAPITAL MANAGEMENT INCFeb 27, 2026
THE PERSONAL WEALTH COACHFeb 27, 2026
GEOVEST ADVISORS INCFeb 27, 2026
GLOBAL WEALTH MANAGEMENT, LLCFeb 27, 2026
NORTHSTAR FINANCIAL PLANNERS, INC.Feb 27, 2026
PARTNERS CAPITAL SERVICES, INC.Feb 27, 2026
AIS CAPITAL MANAGEMENT L.P.Feb 27, 2026
BRAHMA MANAGEMENT LLCFeb 27, 2026
SYMMETRY PARTNERSFeb 27, 2026
MONASHEE INVESTMENT MANAGEMENT, LLCFeb 27, 2026
STEGENT EQUITY ADVISORS INC.Feb 27, 2026
CARMEL CAPITAL MANAGEMENT L.L.C.Feb 27, 2026
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCFeb 27, 2026
HUDOCK CAPITAL GROUPFeb 27, 2026
HARBOUR CAPITAL ADVISORS, LLCFeb 27, 2026
ROKOS CAPITAL MANAGEMENT LLPFeb 27, 2026
WESTERN ASSET MANAGEMENT COMPANYFeb 27, 2026
VISION INVESTMENT ADVISORS, LLCFeb 27, 2026
AGR PARTNERS LLCFeb 27, 2026
FRONTIER GLOBAL PARTNERS LLCFeb 27, 2026
CYPRESS CAPITAL MANAGEMENT US LIMITEDFeb 27, 2026
R. H. HANSFORD & COMPANY, INC.Feb 27, 2026
CENTERLINE WEALTH ADVISORS, LLCFeb 27, 2026
BRAEBURN WEALTH MANAGEMENT, LLCFeb 27, 2026
OPTIMA ASSET MANAGEMENT INCFeb 27, 2026
QUANTITATIVE PROCESS, LLCFeb 27, 2026
PENSION PLANNING SOLUTIONS, INC.Feb 27, 2026
LINSCOMB WEALTH, INC.Feb 27, 2026
INVERLOCHY CAPITAL, INC.Feb 27, 2026
CLEARVIEW FINANCIAL PARTNERSFeb 27, 2026
MIRAMONTES CAPITAL, LLCFeb 27, 2026
PINNACLE PEAK PRIVATE CLIENT GROUP, LLCFeb 27, 2026
COLUMBUS MACRO, LLCFeb 27, 2026
BISHOPSGATE INVESTMENT COMPANYFeb 27, 2026
SYNTHESIS ADVISORS, INC.Feb 27, 2026
ALPHA ADVISORS, LLCFeb 27, 2026
RAMSEY HILL ASSET MANAGEMENT LLCFeb 27, 2026
RICHARD NEY & ASSOCIATES ASSET MANAGEMENT, INC.Feb 27, 2026
LEGACY FINANCIAL GROUPFeb 27, 2026
GOLDBERG CAPITAL MANAGEMENTFeb 27, 2026
U.S. ADVISORS, INC.Feb 27, 2026
INVESTMENT COUNSELORS OF REDLANDS LLCFeb 27, 2026
SHAREKS STOCK PORTFOLIOSFeb 27, 2026
MCRAE CAPITAL MANAGEMENT L.L.C.Feb 27, 2026
KOLTAI & COMPANY ADVISORS, LLCFeb 27, 2026
AUCTUS ADVISORS LLCFeb 27, 2026
RFG WEALTH ADVISORYFeb 27, 2026
JEFFERIES RESEARCH SERVICES LLCFeb 27, 2026
FIRST FINANCIAL GROUPFeb 27, 2026
BRC MANAGEMENT LLCFeb 27, 2026
KEITZ INVESTMENT MANAGEMENT LTD.Feb 27, 2026
ROSS FINANCIAL GROUPFeb 27, 2026
GLOBAL ADVISERS, LLCFeb 27, 2026
NORTHPOINT WEALTH FINANCIAL SERVICES, LLCFeb 27, 2026
BASSIN, BRUCEFeb 27, 2026
ALLIED CAPITAL GROUP, LLCFeb 27, 2026
BE MORE ADVISORS, LLCFeb 27, 2026
NAV WEALTH MANAGEMENT CORP.Feb 27, 2026
WEALTH SOLUTIONS, LLCFeb 27, 2026
TEXAS INSTITUTIONAL INVESTMENT MANAGEMENT, LLCFeb 27, 2026
ERA CAPITAL MANAGEMENT LLCFeb 27, 2026
CAVNER SOCIAL ENTERPRISES, LLCFeb 27, 2026
MERITAGE WEALTH ADVISORY, LLCFeb 27, 2026
INVESTMENTS & FINANCIAL PLANNING, LLCFeb 27, 2026
MISSION HILL ADVISORS, LLCFeb 27, 2026
TRUTTA CAPITAL, INC.Feb 27, 2026
CAPITAL WEALTH PLANNING SERVICESFeb 27, 2026
TRIVANT CUSTOM PORTFOLIO GROUP LLCFeb 27, 2026
FLETCHER FINANCIAL, LLCFeb 27, 2026
NEXTGEN WEALTH COUNSELORS LIMITED LIABILITY COMPANYFeb 27, 2026
TRUE NORTH FINANCIAL PLANNING, LLCFeb 27, 2026
CASEY WEALTH MANAGEMENT, INC.Feb 27, 2026
MYECFOFeb 27, 2026
NORMANDY CAPITAL MANAGEMENT, LLCFeb 27, 2026
BARON CAPITAL MANAGEMENT, LLCFeb 27, 2026
LAMONT TRADING ADVISORS, INC.Feb 27, 2026
COVE CAPITAL MANAGEMENT INC.Feb 27, 2026
NORTH SHORE INVESTMENT CONSULTING LLCFeb 27, 2026
TIDMORE RETIREMENT PLANNING SPECIALISTSFeb 27, 2026
SNOWBALL WEALTH MANAGEMENTFeb 27, 2026
BRADYCO FINANCIALFeb 27, 2026
MACRO TREND, LLCFeb 27, 2026
INTEGRATED CAPITAL MANAGEMENT COMPANY, INC.Feb 27, 2026
HENDERSHOTT WEALTH MANAGEMENT, LLCFeb 27, 2026
ST. CLAIR FINANCIALFeb 27, 2026
LEGACY ADVISORY SERVICES, LLCFeb 27, 2026
JOHN T. MCCARTHY, LLCFeb 27, 2026
BRANNEN & LYLE INVESTMENT COMPANYFeb 27, 2026
R. W. STANLEY INVESTMENT PLANNINGFeb 27, 2026
HOLDFAST WEALTH MANAGEMENT, LLCFeb 27, 2026
COLLINS/MOODY FINANCIAL SERVICES, L.L.C.Feb 27, 2026
MY ADVISORS, LLCFeb 27, 2026
PROVIDENCE FINANCIAL ADVISORS, LLCFeb 27, 2026
PERSONAL FINANCIAL ADVISORS, INC.Feb 27, 2026
BLUE WATER CAPITAL MANAGEMENT, LLCFeb 27, 2026
FHWV FINANCIAL LLCFeb 27, 2026
REMEDIOS FINANCIAL PLANNINGFeb 27, 2026
NESTEGG ADVISORS, INC.Feb 27, 2026
C. MICHAEL AMIN, LLCFeb 27, 2026
GATEWAY WEALTH MANAGEMENT, LLCFeb 27, 2026
HERR CAPITAL MANAGEMENT LLCFeb 27, 2026
REED CAPITAL MANAGEMENT, LLCFeb 27, 2026
IRONWOOD CAPITAL MANAGEMENT, LLCFeb 27, 2026
IRON RIVER CAPITAL LLCFeb 27, 2026
NEW HORIZON ASSET MANAGEMENTFeb 27, 2026
RCH FIELDS FAMILY WEALTH MANAGEMENT LLCFeb 27, 2026
PARAKLETE FINANCIAL, INC.Feb 27, 2026
OSBORN WEALTH MANAGEMENTFeb 27, 2026
MARK SCORDATO & ASSOCIATESFeb 27, 2026
STRUCTURED WEALTH MANAGEMENT, INC.Feb 27, 2026
CAPITAL ASSETS PLANNING INCORPORATEDFeb 27, 2026
SILVER LAKE ADVISORS, LLCFeb 27, 2026
STOLZ & ASSOCIATES, PSFeb 27, 2026
AFFLUENT SOLUTIONS, LLCFeb 27, 2026
FINSYM PARTNERS, LLCFeb 27, 2026
GREEN TURTLE CAPITAL MANAGEMENT, LLCFeb 27, 2026
COVINGTON INVESTMENT MANAGEMENT, LLCFeb 27, 2026
CREATIVE WEALTH BUILDERS, LLCFeb 27, 2026
FGH INVESTMENT ADVISORS, LLCFeb 27, 2026
FOUNDRY CAPITAL MANAGEMENTFeb 27, 2026
MONTANA LANDVEST, INC.Feb 27, 2026
PERIOPE, LCFeb 27, 2026
OAK CAPITAL ADVISORS, LLCFeb 27, 2026
INTEGRATED CAPITAL MANAGEMENTFeb 27, 2026
VISTA PARTNERS LLCFeb 27, 2026
PACESETTER PLANNING LLCFeb 27, 2026
TOTAL FINANCIAL MANAGEMENT, LLCFeb 27, 2026
BARLOW, PAUL DAVIDFeb 27, 2026
ENDURO WEALTH MANAGEMENT, LLCFeb 27, 2026
TREIBERG WEALTH MANAGEMENTFeb 27, 2026
SYLVA INTERNATIONALFeb 27, 2026
MAIA WEALTHFeb 27, 2026
GRANT PRIVATE WEALTH MANAGEMENTFeb 27, 2026
JEFFREY A. DRAYTON FINANCIAL GROUP, INC.Feb 27, 2026
UPLIFT INVESTING, INCFeb 27, 2026
INTEGRATED FINANCIAL SOLUTIONS, PLLCFeb 27, 2026
MOSAIC WEALTH STRATEGIES LLCFeb 27, 2026
SYMPHONY FINANCIAL TEAMFeb 27, 2026
FIRST MOVE FINANCIAL, LLCFeb 27, 2026
VALLEY WEALTH STRATEGIES, LLCFeb 27, 2026
SMITH CAPITAL INVESTORS, LLCFeb 27, 2026
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLCFeb 27, 2026
INDEPENDENCE WEALTHFeb 27, 2026
TREXLER FINANCIAL ADVISORS LLCFeb 27, 2026
INTUITIVE WEALTH MANAGEMENT, LLCFeb 27, 2026
SILVIS FINANCIALFeb 27, 2026
CORRECT CAPITAL WEALTH MANAGEMENT, LLCFeb 27, 2026
OTAY VILLAGE III MANAGER, LLCFeb 27, 2026
MEMENTO FINANCIAL PLANNINGFeb 27, 2026
RED CEDARFeb 27, 2026
ARETE ADVISORSFeb 27, 2026
PORTUS WEALTH ADVISORS, LLCFeb 27, 2026
CASSILLY FINANCIALFeb 27, 2026
SCHOLAR FINANCIAL ADVISING, LLCFeb 27, 2026
ROUNDHILL INVESTMENTSFeb 27, 2026
LIFETIME FINANCIAL FOUNDATIONS, LLCFeb 27, 2026
ABEL HALL, LLCFeb 27, 2026
BIG SIOUX WEALTH MANAGEMENTFeb 27, 2026
STOREHOUSE INVESTMENTS LLCFeb 27, 2026
GENESIS FORTUNE LTDFeb 27, 2026