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Firms - Form ADV

NameLast Filing
JACK POINT ADVISORS, LLCFeb 02, 2024
SOVEREIGN ASSET MANAGEMENTFeb 02, 2024
FINANCIAL STRATEGIES, LLCFeb 02, 2024
MADRID RETIREMENT ADVISORSFeb 02, 2024
EDR INVESTMENT ADVISORS, LLCFeb 02, 2024
BLAKE|COOPER FINANCIAL STRATEGIESFeb 02, 2024
CLERESTORY ADVISORS, INCFeb 02, 2024
HOLZBERG WEALTH MANAGEMENT, INC.Feb 02, 2024
PROMONTORY FINANCIAL PLANNING, LLCFeb 02, 2024
FORZA WEALTH MANAGEMENTFeb 02, 2024
STONE LAKE WEALTH MANAGEMENT, LLCFeb 02, 2024
STEWARDSHIP TRUST ADVISORSFeb 02, 2024
FRESH LAKE WEALTH MANAGEMENT LLCFeb 02, 2024
ANTHONY INVESTMENT MANAGEMENT, LLCFeb 02, 2024
STEVEN P. SIEGEL, LTD.Feb 02, 2024
NORMANDY CAPITAL MANAGEMENT, LLCFeb 02, 2024
HENLEY ADVISORS, LLCFeb 02, 2024
PINE CONE CAPITALFeb 02, 2024
GMR ASSOCIATES, INCFeb 02, 2024
CAPITAL BENCHMARK PARTNERS, LLCFeb 02, 2024
HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)Feb 02, 2024
TRG CAPITAL MANAGEMENT, INC.Feb 02, 2024
DAVID WEALTH MANAGEMENT, LLCFeb 02, 2024
DJPUFF ADVISORS GROUP, INC.Feb 02, 2024
TITAN FINANCIAL SERVICES, LLCFeb 02, 2024
KENNEDY, JOHN B.Feb 02, 2024
MFP, LLCFeb 02, 2024
JERSIN FINANCIAL SERVICESFeb 02, 2024
DIVIDEND GROWTH STRATEGIES, INC.Feb 02, 2024
FARELL FINANCIAL ADVISORY SERVICESFeb 02, 2024
BODNAR FINANCIAL ADVISORS, INC.Feb 02, 2024
PAPPAS CAPITAL MANAGEMENTFeb 02, 2024
BICKFORD INVESTMENT MANAGEMENT SERVICESFeb 02, 2024
GDS INVESTMENTS, LLCFeb 02, 2024
CTS CONSULTING, LLCFeb 02, 2024
ABACUS INVESTMENT ADVISORSFeb 02, 2024
MAYPORT WEALTH MANAGEMENTFeb 02, 2024
LEGACY FINANCIAL, LTDFeb 02, 2024
CPK WEALTH MANAGEMENT LLCFeb 02, 2024
HUGUENOT FINANCIAL PLANNINGFeb 02, 2024
RESERVOIR WEALTH MANAGEMENTFeb 02, 2024
SAN FRANCISCO WEALTH PLANNING LLCFeb 02, 2024
SUNLIGHT INVESTMENTSFeb 02, 2024
ON THE TRAIL FINANCIAL PLANNING, LLCFeb 02, 2024
GREYFIELD CAPITAL MANAGEMENT LLCFeb 02, 2024
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.Feb 02, 2024
RIVER FAMILY ADVISORS LLCFeb 02, 2024
GREENWAY FINANCIAL PLANNING, LLCFeb 02, 2024
INCLINEVESTFeb 02, 2024
BRECKEN CAPITAL ADVISORS, LLCFeb 02, 2024
HOUSTON VENTURES IV MANAGEMENT, LLCFeb 02, 2024
UNIONVIEW WEALTH PARTNERSFeb 02, 2024
SANFORD & COMPANY, CHARTEREDFeb 02, 2024
VEROD CAPITAL MANAGEMENT LIMITEDFeb 02, 2024
O'GRADY FINANCIAL LLCFeb 02, 2024
COOPER CAPITAL GROUPFeb 02, 2024
CHARLESTON INVESTMENT ADVISORS, LLCFeb 02, 2024
NORTHROCK INVESTMENTS, PLLCFeb 02, 2024
ASTUTE FINANCIAL, LLCFeb 02, 2024
BREVITY & ASSOCIATESFeb 02, 2024
CDR CAPITAL LTDFeb 02, 2024
EARLYBIRD CENTRAL INC.Feb 02, 2024
PERSONAL FINANCIAL EVALUATIONSFeb 02, 2024
INTEGRITY FIRST FINANCIAL PLANNING LLCFeb 02, 2024
FERRARO WEALTH MANAGEMENT, LLCFeb 02, 2024
AXA INVESTMENT MANAGERS PARISFeb 02, 2024
LUNA CAPITAL MANAGEMENT, LLCFeb 02, 2024
SHIELD WEALTH ADVISORSFeb 02, 2024
WILLAMETTE VALLEY WEALTH MANAGEMENT, LLCFeb 02, 2024
SPENCER SMITH ASSET MANAGEMENT, INC.Feb 02, 2024
BRAMALEA PARTNERS, LLCFeb 02, 2024
STELLARIS CAPITAL MANAGEMENT LLCFeb 02, 2024
MEDWEALTH ADVISORSFeb 02, 2024
SIXTY8 CAPITALFeb 02, 2024
ROLAND FINANCIAL WEALTH MANAGEMENT LLCFeb 02, 2024
GATHER VENTURES LLCFeb 02, 2024
KARDINAL FINANCIALFeb 02, 2024
DANER WEALTH MANAGEMENT, LLCFeb 02, 2024
MFO ASSET MANAGEMENT LTDFeb 02, 2024
KAYSI GORDON FINANCIAL PLANNINGFeb 02, 2024
DCG CAPITALFeb 02, 2024
GRAY WEALTH STRATEGIES LLCFeb 02, 2024
BREAKWATER WEALTH MANAGEMENTFeb 02, 2024
KRONY CAPITAL II, LLCFeb 02, 2024
PROA CAPITALFeb 02, 2024
MEYER GLOBAL MANAGEMENT LLCFeb 02, 2024
AQUAE CAPITAL LLCFeb 02, 2024
PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLCFeb 02, 2024
OPTIONAGENT CAPITAL ADVISORS LLCFeb 02, 2024
GUTIERREZ WEALTH ADVISORY, LLCFeb 02, 2024
ECONOMIC DEFENSE FUNDFeb 02, 2024
BARE VENTURESFeb 02, 2024
OCCASIO PARTNERS, LLCFeb 02, 2024
MALONE FINANCIAL PLANNING LLCFeb 02, 2024
BALUARTE CAPITAL USFeb 02, 2024
BEACON HILL WEALTH MANAGEMENT LTDFeb 02, 2024
BAILEY MANAGEMENT SERVICES, LLCFeb 02, 2024
CORBIERE CAPITAL MANAGEMENT (JERSEY) LIMITEDFeb 02, 2024
MANAGE YOUR FINANCIAL LIFEFeb 02, 2024
CAST MEMBER FINANCIAL LLCFeb 02, 2024
4ALPHAS CAPITAL LLCFeb 01, 2024
HALYARD ASSET MANAGEMENT LLCFeb 01, 2024
KELLNER PRIVATE FUND MANAGEMENT, LPFeb 01, 2024
RIVER BIRCH CAPITAL, LLCFeb 01, 2024
RETIREMENT CAPITAL MANAGEMENT, LLCFeb 01, 2024
ACERO CAPITALFeb 01, 2024
WAVE HILL CAPITAL MANAGEMENT LLCFeb 01, 2024
DFJ JAIC VENTURE PARTNERS, LLCFeb 01, 2024
LONG POND CAPITAL, LPFeb 01, 2024
MIDAS MANAGEMENT CORPORATIONFeb 01, 2024
TURTLE CREEK ASSET MANAGEMENT INC.Feb 01, 2024
BEXIL ADVISERS LLCFeb 01, 2024
SPOUTING ROCK ASSET MANAGEMENT, LLCFeb 01, 2024
MARATHON MISSIONFeb 01, 2024
BEACON FINANCIAL ADVISERS, INC.Feb 01, 2024
CONTINUUM GLOBAL ASSET MANAGEMENT, LLCFeb 01, 2024
BRIGHTON WEALTH MANAGEMENT, INC.Feb 01, 2024
LINDER FINANCIAL SERVICES, INC.Feb 01, 2024
IRONWOOD WEALTH ADVISORS, LLCFeb 01, 2024
NETWORTH FINANCIAL SERVICES, LLCFeb 01, 2024
AZM FINANCIALFeb 01, 2024
WEALTH MANAGEMENT CONSULTANTS, LLCFeb 01, 2024
WILKINS MILLER WEALTH MANAGEMENT, LLCFeb 01, 2024
AVRAM Y.KATZ INVESTMENT ADVISORY SERVICESFeb 01, 2024
LEGACY RETIREMENT ADVISORSFeb 01, 2024
MB ADVISORS LLCFeb 01, 2024
INVESTORS CHOICEFeb 01, 2024
ARTEMIS WEALTH MANAGEMENT, LLCFeb 01, 2024
THE DUCOAT FINANCIAL GROUPFeb 01, 2024
GARDEN STATE RETIREMENT SPECIALISTS, LLCFeb 01, 2024
KENNETH A. DERY & ASSOCIATESFeb 01, 2024
CORNERSTONE WEALTH PLANNINGFeb 01, 2024
SHINE FINANCIAL SERVICES, LLCFeb 01, 2024
CLARK COMPANYFeb 01, 2024
QUINN FINANCIAL PLANNING, LLCFeb 01, 2024
LAMBERT, J JEFFREYFeb 01, 2024
EMERALD ASSET MANAGEMENT, INC.Feb 01, 2024
KRAMER INVESTMENT SERVICES, LLCFeb 01, 2024
CAPITAL ENHANCEMENT, LLCFeb 01, 2024
CHRISTOPHER M. ANDERSON, CPAFeb 01, 2024
LANGE ASSET MANAGEMENT, INC.Feb 01, 2024
VISION WEALTH PLANNING, LLCFeb 01, 2024
GARY M. MARTINEZFeb 01, 2024
BUTTONWOOD CAPITAL MANAGEMENT (BCM)Feb 01, 2024
BROOKS FINANCIAL ADVISORY GROUP,INC.Feb 01, 2024
AXION FINANCIAL GROUP LLCFeb 01, 2024
AIM ADVISORSFeb 01, 2024
SOUND FINANCIAL INVESTMENT MANAGEMENT, LLCFeb 01, 2024
CRUSE INVESTMENTSFeb 01, 2024
FRESHFIELD CAPITAL, LLCFeb 01, 2024
DOUBLE EAGLE CAPITAL MANAGEMENT, LLCFeb 01, 2024
RADIX FINANCIAL, LLCFeb 01, 2024
OKEMO CAPITAL MANAGEMENT, LLCFeb 01, 2024
WEST-EAST WEALTH MANAGEMENT, LLCFeb 01, 2024
FORTITUDE PRIVATE WEALTHFeb 01, 2024
APPROACH CAPITAL LLCFeb 01, 2024
DFW WEALTHCARE ADVISORS, LLCFeb 01, 2024
DBM ADVISORS, LLCFeb 01, 2024
PROCURE ETFSFeb 01, 2024
O'ROURKE FINANCIALFeb 01, 2024
FOXWORTHY WEALTH ADVISORS, LLCFeb 01, 2024
BROAD STREET PLANNING, LLCFeb 01, 2024
ALPHYN CAPITAL MANAGEMENT LLCFeb 01, 2024
ESPT VENTURES LLCFeb 01, 2024
MOBIUS CAPITAL PARTNERSFeb 01, 2024
BELMAWR RESEARCH LLCFeb 01, 2024
DNX VENTURESFeb 01, 2024
LHA CAPITAL PARTNERSFeb 01, 2024
CLEVERALPHAFeb 01, 2024
WYOMING WEALTH MANAGEMENT, LLCFeb 01, 2024
IMPERATIVE MANAGEMENT LLCFeb 01, 2024
EL CAMINO GLOBAL CAPITAL, LLCFeb 01, 2024
STFG MANAGER, LLCFeb 01, 2024
CROSSREGIONAL MANAGEMENT LLCFeb 01, 2024
MORSE GROUP INVESTMENT ADVISORSFeb 01, 2024
VENTANA PRIVATE WEALTH LLCFeb 01, 2024
ALIGN FINANCIAL, LLCFeb 01, 2024
ECHELON PRIVATE WEALTH LLCFeb 01, 2024
ROCKFORD FINANCIAL PLANNINGFeb 01, 2024
SPERKA INVESTMENT MANAGEMENT, LLCFeb 01, 2024
DESERT CAPITAL ADVISORS, LLCFeb 01, 2024
LTS FINANCIAL GROUPFeb 01, 2024
WB ADVISORS TEXAS LLCFeb 01, 2024
BURKEHILL GLOBAL MANAGEMENT, LPFeb 01, 2024
NAMTAF ADVISORS, LLCFeb 01, 2024
DEFINED CAPITAL LLCFeb 01, 2024
PSYMED VENTURES MANAGEMENT LLCFeb 01, 2024
SHOREWIND CAPITAL LLCFeb 01, 2024
REMBRANDT FINANCIAL GROUP LLCFeb 01, 2024
GREEN KEY PARTNERS, LPFeb 01, 2024
LIFE UNLOCKED PARTNERS LLCFeb 01, 2024
LEGACY FOLIOSFeb 01, 2024
AQUAMARINE ZURICH AGFeb 01, 2024
MEDVEST WEALTH MANAGEMENT, LLCFeb 01, 2024
DERBY COPELAND CAPITALFeb 01, 2024
BENSON CAPITAL PARTNERSFeb 01, 2024
HEADWATER VENTURES, LLCFeb 01, 2024
WALNUT HILL WEALTH MANAGEMENTFeb 01, 2024
HOW WOMEN VENTUREFeb 01, 2024
SOUTH COAST PLANNING & WEALTH MANAGEMENTFeb 01, 2024