Firms - Form ADV

NameLast Filing
POINTE EQUITY PARTNERS LLCJan 10, 2024
TETSCHNER FINANCIAL SERVICESJan 10, 2024
PARAMOUNT CAPITAL ADVISORS, LLCJan 10, 2024
QURAISHI WEALTH MANAGEMENTJan 10, 2024
MFM CAPITAL MANAGEMENT, INC.Jan 10, 2024
SMITH WEALTH ADVISORS, LLCJan 10, 2024
DRAZGA WEALTH ADVISORS, LLCJan 10, 2024
EFFICIENT MARKET INVESTMENTS, LLCJan 10, 2024
LODESTONE CAPITAL SOLUTIONS LLCJan 10, 2024
CREATIVE FINANCIAL CONCEPTS, INC.Jan 10, 2024
TUSHINGHAM WEALTH STRATEGIES, LLCJan 10, 2024
AXIOM INVESTMENT SOLUTIONS LLCJan 10, 2024
PAUL D. SIPPIL & ASSOCIATES, LLCJan 10, 2024
ESTATE PLANNING ADVISORS, INC.Jan 10, 2024
GREEN TURTLE CAPITAL MANAGEMENT, LLCJan 10, 2024
REIN INVESTMENTS ADVISOR, LLCJan 10, 2024
FARRAR WEALTH MANAGEMENT, LLCJan 10, 2024
KREINER FINANCIAL WEALTH MANAGEMENT, INC.Jan 10, 2024
MATCHETT ADVISORY SERVICESJan 10, 2024
PRIMOGENITURE CAPITALJan 10, 2024
BANCROFT CAPITAL, LLCJan 10, 2024
WRW WEALTH ADVISORSJan 10, 2024
REDEFINE FINANCIALJan 10, 2024
FIDELIS ADVISORY SERVICES, LLCJan 10, 2024
BUILDING VENTURES, LLCJan 10, 2024
INSCRIPTION FAMILY OFFICE, LLCJan 10, 2024
SV18 MGMT, LLCJan 10, 2024
ECKELBERG FINANCIAL, INC.Jan 10, 2024
CARPE DIEM FINANCIAL LIFE PLANNINGJan 10, 2024
BLOOMER FINANCIAL PLANNING LLCJan 10, 2024
30-40 WEALTH PARTNERSJan 10, 2024
RIKOON CAPITAL PARTNERS, LLCJan 10, 2024
KEY FOCUS WEALTH LLCJan 10, 2024
REVELATIONS ASSET MANAGEMENT LLCJan 10, 2024
CROWDCENT LLCJan 10, 2024
WWRP P.C. AFFILIATE, LLCJan 10, 2024
SAV MANAGEMENT COMPANY, LLCJan 10, 2024
IKT HOLDINGS, INC.Jan 10, 2024
STEVENSON ADVISORY SERVICES & INVESTMENTSJan 10, 2024
FINANCIAL DESIGN GROUP, LLCJan 10, 2024
DECISION TREE ADVISORJan 10, 2024
NEWGEN WEALTHJan 10, 2024
SAFE HARBOR ASSETSJan 10, 2024
NOCO FINANCIAL ADVISORS LLCJan 10, 2024
ONE FINANCIAL DESIGN, LLCJan 10, 2024
SHOREBIRD CAPITAL MANAGEMENTJan 10, 2024
JUST WEALTH LLCJan 10, 2024
PACIFIC PEAK ADVISORS, LLCJan 10, 2024
FOUR RIVERS FINANCIAL, LLCJan 10, 2024
JJVI HALL IMPERIAL VALLEY MANAGER, LLCJan 10, 2024
BEHIND GENIUS MANAGEMENT COMPANY II, LLCJan 10, 2024
THREE AMIGOS PR LLCJan 10, 2024
THE BUXTON HELMSLEY GROUP, INC.Jan 09, 2024
EQUBOT INC.Jan 09, 2024
GREEN PASTURES WEALTH MANAGEMENT LLCJan 09, 2024
WORLD WIDE FUND MANAGEMENTJan 09, 2024
JOSELIT ASSET MANAGEMENTJan 09, 2024
DOTY EQUITY ADVISORS, INC.Jan 09, 2024
SOLID ROCK WEALTH MANAGEMENTJan 09, 2024
PLUNKETT, RICHARD J.Jan 09, 2024
BLUE SKY INVESTMENT PARTNERS, INC.Jan 09, 2024
PACIFIC GLOBAL ADVISORY GROUP LLCJan 09, 2024
ATLANTIC PLANNING GROUP, LLCJan 09, 2024
LORD WELLINGTON INVESTMENTS, LLCJan 09, 2024
BRANCH FINANCIAL SERVICES, INC.Jan 09, 2024
CONTOUR FINANCIALJan 09, 2024
EUREKA FINANCIAL PLANNERS, LLCJan 09, 2024
PROFESSIONAL MANAGEMENT OF MILWAUKEE, INC.Jan 09, 2024
MARDIN CAPITAL GROUP LLCJan 09, 2024
AEGIS FINANCIAL ADVISORYJan 09, 2024
MONROE CAPITAL PARTNERS, LLCJan 09, 2024
FLORIDA TAX AND WEALTH ADVISORS, LLCJan 09, 2024
THIRD EYE CAPITAL MANAGEMENT, LLCJan 09, 2024
DIGITAL CAPITAL MANAGEMENT, LLCJan 09, 2024
TAVEL INSURANCE & FINANCIAL SERVICES, LLCJan 09, 2024
SUNSET WEALTH MANAGEMENTJan 09, 2024
WELL SPENT WEALTH PLANNINGJan 09, 2024
HOOSIER FINANCIAL PLANNING, LLCJan 09, 2024
MILE 18 GENERAL PARTNERS, LLCJan 09, 2024
JMJRG, INC. DBA STRATEGIC WEALTH MANAGEMENT GROUPJan 09, 2024
OPPORTUNITY COST INVESTORS LLCJan 09, 2024
COLVA CAPITAL LLCJan 09, 2024
CRATERO CAPITAL LLCJan 09, 2024
ROOTS FINANCIAL PLANNINGJan 09, 2024
SILVERBACK CAPITAL MANAGEMENTJan 09, 2024
FREEDOM DAY WEALTH MANAGEMENT LLCJan 09, 2024
AMBER WEALTH ADVISORS, LLCJan 09, 2024
FINANCIAL SCAFFOLDING, LLCJan 09, 2024
CW F-OFFICE LLCJan 09, 2024
ARS WEALTH MANAGEMENT, LLCJan 09, 2024
NAVWELL ADVISORSJan 09, 2024
LONGVIEW REALTY CAPITAL, LLCJan 09, 2024
SURGE CAPITAL LLCJan 09, 2024
EVERGREEN RIDGE CAPITAL, LLCJan 09, 2024
FIRST NATIONAL ADVISORS LLCJan 08, 2024
888 PARTNERSJan 08, 2024
CHASEFIELD CAPITAL INC.Jan 08, 2024
THE DELTA GROUPJan 08, 2024
M WEALTH MANAGEMENT, LLCJan 08, 2024
COMPREHENSIVE WEALTH MANAGEMENTJan 08, 2024
ROWLAND FINANCIAL SERVICESJan 08, 2024
WEST COAST FINANCIAL WEALTH MANAGEMENT, INCJan 08, 2024
AQUINAS CAPITAL ADVISORS LLCJan 08, 2024
CATAMOUNT ASSET MANAGEMENT LLCJan 08, 2024
SAGEVEST FINANCIAL ADVISORS, LLCJan 08, 2024
SENIOR SECURITY ADVISORS, LLCJan 08, 2024
PAULA TRABER FINANCIAL SERVICES LLCJan 08, 2024
MOORE FINANCIAL MANAGEMENT, INC.Jan 08, 2024
FIELDMARK ADVISORSJan 08, 2024
DEEMER WEALTH MANAGEMENT LLCJan 08, 2024
HEDGED PRIVATE WEALTHJan 08, 2024
TAMMY GOODMAN FINANCIAL, LLCJan 08, 2024
SKYHOUSE CAPITAL, LLCJan 08, 2024
NO B.S. ADVISINGJan 08, 2024
B1B FINANCIAL SOLUTIONSJan 08, 2024
WEALTH CAIRNJan 08, 2024
MOUNTAIN WEALTH PLANNINGJan 08, 2024
MCDONOUGH INVESTMENTS LLCJan 08, 2024
QUANTIMENTAL INVESTMENTS LLCJan 08, 2024
HALLER MANAGEMENT,LLCJan 08, 2024
JOHNSON ADVISORSJan 08, 2024
SEQUENCE WEALTH MANAGEMENTJan 08, 2024
DBM PLANNING, LLCJan 08, 2024
ALPHA WEST CAPITAL INVESTMENT MANAGER LLCJan 08, 2024
CADE VENTURES MANAGEMENT LLCJan 08, 2024
ENABLE VENTURESJan 08, 2024
JCO ADVISORS LLCJan 08, 2024
FLUID FINANCIAL PLANNING, LLCJan 07, 2024
NORWICH WEALTH PARTNERSJan 07, 2024
SERVANT WEALTH MANAGEMENT, LLCJan 07, 2024
R&M FINANCIAL ADVISORS LLCJan 06, 2024
2ADAPT INVESTMENT ADVISORY, LLCJan 06, 2024
JERICHO FINANCIALJan 06, 2024
NGL FINANCIALJan 06, 2024
SCP VITALIFE MANAGEMENT COMPANY, LLCJan 05, 2024
SCP PRIVATE EQUITY MANAGEMENT COMPANY, LLCJan 05, 2024
ENDURING INVESTMENTS LLCJan 05, 2024
MOODY REID FINANCIAL ADVISORS L.P.Jan 05, 2024
KAM AWRABI CAPITAL INVESTMENT COMPANYJan 05, 2024
MOONSTONE ASSET MANAGEMENT, INC.Jan 05, 2024
PEMBROKE WEALTH MANAGEMENT, LLCJan 05, 2024
HAMRICK FINANCIAL, LLCJan 05, 2024
ABAM, INC.Jan 05, 2024
MARQUAM CAPITALJan 05, 2024
CAPITAL TRUST WEALTH MANAGEMENTJan 05, 2024
WINIECKI WEALTH MANAGEMENTJan 05, 2024
PRIORE INVESTMENTSJan 05, 2024
DELAWARE AVENUE ADVISORS INC.Jan 05, 2024
CORNERSTONE FINANCIALJan 05, 2024
FINANCIAL PLANNING FOR GENERATIONS, INC.Jan 05, 2024
ACADEMY HILLS ADVISORSJan 05, 2024
PASTORE CAPITAL MANAGEMENTJan 05, 2024
ERLANG101 CAPITAL MANAGEMENT LLCJan 05, 2024
VG FINANCIAL CONSULTING, LLCJan 05, 2024
JHL INVESTMENT FIRM INCJan 05, 2024
NYMBUS CAPITAL INC.Jan 05, 2024
BE INTENTIONAL FINANCIAL LLCJan 05, 2024
ALCHEMY WEALTH MANAGEMENTJan 05, 2024
CAPITAL UNITED INVESTMENTS LLCJan 05, 2024
HUESTON FINANCIAL SERVICES LLCJan 05, 2024
TECH FPJan 05, 2024
PARAIBA WEALTH MANAGEMENT LLCJan 05, 2024
FULCO CAPITAL MANAGEMENTJan 05, 2024
BADGER CREEK ADVISORS, LLCJan 05, 2024
BLUE CHEESE PRIVATE INVESTMENTS CLUBJan 05, 2024
MB GEN WEALTHJan 05, 2024
HARSON CAPITAL, LLCJan 05, 2024
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLCJan 05, 2024
RIVER GLEN WEALTH COUNSELORSJan 04, 2024
BROOK CAPITALJan 04, 2024
BIRINYI ASSOCIATES, INC.Jan 04, 2024
OKAPI VENTURE CAPITALJan 04, 2024
EFFICIENT FRONTIER ADVISORS LLCJan 04, 2024
DARCY BRIX INVESTMENT REPRESENTATIVE, INCJan 04, 2024
STRATEGIC WEALTH PARTNERS INC.Jan 04, 2024
ALPHA ASSET MANAGEMENTJan 04, 2024
RIVERWAY ASSET MANAGEMENT, INC.Jan 04, 2024
RMG ADVISORY SERVICESJan 04, 2024
LAWRENCE J. CHAZEN, INC.Jan 04, 2024
MATURE MONEY MANAGEMENT, INCJan 04, 2024
KEY FINANCIAL CONCEPTS, INC.Jan 04, 2024
R.B. SMITH CO. INC.Jan 04, 2024
DOUBLE EAGLE FINANCIALJan 04, 2024
YU FINANCIAL ADVICE, LLCJan 04, 2024
RANDALL WEALTH ADVISORS, LLCJan 04, 2024
FC WEALTH SOLUTIONS LLCJan 04, 2024
AMERICAN INVESTMENT MANAGEMENT GROUP LLCJan 04, 2024
ASSET GUIDANCE GROUP, LLCJan 04, 2024
GREENSVIEW WEALTH MANAGEMENTJan 04, 2024
MERCER STREET PERSONAL FINANCIAL SERVICESJan 04, 2024
ARGOSY INVESTORSJan 04, 2024
MARKETFORCE, LLCJan 04, 2024
UHLER, STEVEN BJan 04, 2024
RETIREMENT PLANS, LLCJan 04, 2024
VM ADVISORY & CONSULTING LLCJan 04, 2024
PRIVATUSJan 04, 2024
HOMEFUNDR CAPITALJan 04, 2024
WIN2TRADE LLCJan 04, 2024
CLEARLIST CAPITAL LLCJan 04, 2024
LEGACY PHARMA INVEST GP INC.Jan 04, 2024