Firms - Form ADV

NameLast Filing
ASIA2G CAPITALFeb 29, 2024
ESPERANZA ENERGY MANAGEMENT, LLCFeb 29, 2024
NW ANGEL, LLCFeb 29, 2024
CURTIS CAPITAL, LLCFeb 29, 2024
VWR FINANCIAL ADVISORY SERVICESFeb 29, 2024
ORBIT FINANCIAL PLANNING AND INVESTMENTSFeb 29, 2024
TRP CAPITAL ADVISORS VI, LLCFeb 29, 2024
WEALHOUSE CAPITAL LIMITED PARTNERSHIPFeb 28, 2024
THE PATTEN GROUP, INC.Feb 28, 2024
WEALTHMD CORPORATIONFeb 28, 2024
SHULMAN DEMEO ASSET MANAGEMENT, LLCFeb 28, 2024
STONEBRIDGE CAPITAL MANAGEMENTFeb 28, 2024
APERTURE MANAGEMENT LLCFeb 28, 2024
FUND DIRECT ADVISORS INC.Feb 28, 2024
RUTABAGA CAPITAL MANAGEMENT LLCFeb 28, 2024
DOMINI IMPACT INVESTMENTS LLCFeb 28, 2024
HEARTLAND ADVISORS, INC.Feb 28, 2024
HAVEN WEALTH GROUPFeb 28, 2024
LAKEWOOD CAPITAL MANAGEMENT, LPFeb 28, 2024
RICHARD YOUNG ASSOCIATES, LTD.Feb 28, 2024
DELTA WEALTH MANAGEMENTFeb 28, 2024
ACT WEALTH MANAGEMENT, LLCFeb 28, 2024
S&A FINANCIAL SERVICES, INC.Feb 28, 2024
CRESAP, INC.Feb 28, 2024
ANTHEM VENTURE MANAGEMENT, LLCFeb 28, 2024
OBRIEN GREENE & CO INCFeb 28, 2024
BRANSON FOWLKES RUSSELL INCFeb 28, 2024
DESTRA CAPITAL ADVISORS LLCFeb 28, 2024
TRAPHAGEN FINANCIAL GROUPFeb 28, 2024
MONASHEE INVESTMENT MANAGEMENT, LLCFeb 28, 2024
SHOREPOINT CAPITAL PARTNERS LLCFeb 28, 2024
BEADELL A D INVESTMENT COUNSEL INCFeb 28, 2024
PACIFIC ASSET MANAGEMENT, LLCFeb 28, 2024
MENDOTA FINANCIAL GROUP, LLCFeb 28, 2024
BLUE FIN CAPITAL, INC.Feb 28, 2024
THE ELLERSON GROUP INCFeb 28, 2024
B. C. ZIEGLER AND COMPANYFeb 28, 2024
SAYBROOK CAPITAL CORPFeb 28, 2024
WALPOLE FINANCIAL ADVISORS, LLCFeb 28, 2024
EWING MORRIS & CO. INVESTMENT PARTNERS LTD.Feb 28, 2024
IVP ADVISORY CO. LTDFeb 28, 2024
LADDER CAPITAL ASSET MANAGEMENT LLCFeb 28, 2024
SHEETS SMITH WEALTH MANAGEMENTFeb 28, 2024
THE L.T. FUNDS SAFeb 28, 2024
AMIP MANAGEMENTFeb 28, 2024
JEWEL INVESTMENTSFeb 28, 2024
MELQART ASSET MANAGEMENT (UK) LIMITEDFeb 28, 2024
SPRUCE POINT CAPITAL MANAGEMENT, LLCFeb 28, 2024
BISHOPSGATE INVESTMENT COMPANYFeb 28, 2024
HEFFERNAN & ASSOCIATES, INC.Feb 28, 2024
ACSB CAPITAL MANAGEMENT, LLCFeb 28, 2024
SCH ADVISORS, LLCFeb 28, 2024
DYNAMIC WEALTH STRATEGIES, LLCFeb 28, 2024
GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC.Feb 28, 2024
ALPHA STRATEGIES CORPORATIONFeb 28, 2024
THE KEYSTONE FINANCIAL ALLIANCE, LLCFeb 28, 2024
ABENDSTERN WEALTH MANAGEMENT, INC.Feb 28, 2024
MONTANA INVESTMENT ADVISORS INCFeb 28, 2024
SPINDLETOP COMMONWEALTH ADVISORS LLCFeb 28, 2024
LINK FINANCIAL CORPORATIONFeb 28, 2024
REDFIELD, BLONSKY & STARINSKY, LLCFeb 28, 2024
PETER DAG & ASSOCIATES, INC.Feb 28, 2024
HENDRICKS WEALTH AND ESTATE MANAGEMENTFeb 28, 2024
MORNING CALM FUND MANAGER CORP.Feb 28, 2024
FINANCIAL HARVEST WEALTH ADVISORSFeb 28, 2024
KATALYST.VENTURESFeb 28, 2024
TEAM HEWINS, LLCFeb 28, 2024
WEALTH ONE ADVISORSFeb 28, 2024
VERTICE CAPITAL PARTNERS, LLCFeb 28, 2024
MARKET PALACE LLCFeb 28, 2024
FIOH GLOBAL ASSET MANAGEMENT AND STRATEGIES, LLCFeb 28, 2024
ALBAN INVESTMENT MANAGEMENT, LLCFeb 28, 2024
ERA CAPITAL MANAGEMENT LLCFeb 28, 2024
BLUE DIAMOND FINANCIAL GROUP, LLCFeb 28, 2024
WEALTH MANAGEMENT, INC.Feb 28, 2024
DANIEL CAPITAL MANAGEMENT, LLCFeb 28, 2024
WINSLOW FINANCIAL LLCFeb 28, 2024
CHRISTIAN WEALTH MANAGEMENT, LLCFeb 28, 2024
LODESTONE WEALTH MANAGEMENT LLCFeb 28, 2024
BENOLD FINANCIAL PLANNINGFeb 28, 2024
THOMAS A. KINGFeb 28, 2024
PROSPECTIVE VALUE PARTNERS LLCFeb 28, 2024
CAPSTONE WEALTH PARTNERSFeb 28, 2024
ASSOCIATED FINANCIAL PARTNERS, INC.Feb 28, 2024
OREGON PACIFIC WEALTH MANAGEMENTFeb 28, 2024
SMARR FINANCIAL SERVICES INC.Feb 28, 2024
EVANS WEALTH MANAGEMENTFeb 28, 2024
KNR WEALTH MANAGEMENT, INC.Feb 28, 2024
BERNTSON PORTER WEALTH MANAGEMENT, LLCFeb 28, 2024
FINANCIAL PLANNING CENTERFeb 28, 2024
MELLIG GROUP, LLCFeb 28, 2024
THE WEALTH SYNDICATE LLCFeb 28, 2024
HARBOR WEALTH MANAGEMENTFeb 28, 2024
VISION FINANCIAL CONCEPTSFeb 28, 2024
SEED WEALTH MANAGEMENT, INC.Feb 28, 2024
MAHALO ADVISORY SERVICES, LLCFeb 28, 2024
HEPNER FINANCIAL SERVICES, LLCFeb 28, 2024
R. W. STANLEY INVESTMENT PLANNINGFeb 28, 2024
MICHAEL L. BALL, CPA, LLCFeb 28, 2024
LIMITLESS CAPITAL MANAGEMENT, INC.Feb 28, 2024
GRAND STREET INVESTORSFeb 28, 2024
TAMMA CAPITAL LLCFeb 28, 2024
BULWARK CAPITAL CORPORATIONFeb 28, 2024
PRIAD INVESTMENT ADVISERS, L.L.C.Feb 28, 2024
CORNERSTONE ASSET ADVISORS INC.Feb 28, 2024
PJS FINANCIAL ADVISORY SERVICES, LLCFeb 28, 2024
SCHAEFER WEALTH MANAGEMENT, INC.Feb 28, 2024
FORD FINANCIAL SOLUTIONS, LLCFeb 28, 2024
DOLPHIN FINANCIAL GROUPFeb 28, 2024
MILL CREEK INVESTMENT MANAGEMENTFeb 28, 2024
ZIEGLER MEDITECH PARTNERS, LLCFeb 28, 2024
RONALD A. BARTLETT & ASSOCIATES, LTDFeb 28, 2024
SMARTT WEALTH SOLUTIONS, LLCFeb 28, 2024
BCP ADVISORS, LLCFeb 28, 2024
GILLIKIN ADVISORS LIMITEDFeb 28, 2024
SPRINGSTEEL INVESTMENT ADVISORS, LLCFeb 28, 2024
THE SHEPLER FINANCIAL GROUP, LLCFeb 28, 2024
ASPEN LEAF WEALTH MANAGEMENT, PBCFeb 28, 2024
VCM WEALTHFeb 28, 2024
HIGHLAND WEALTH ADVISORS, LLCFeb 28, 2024
OLSON WEALTH MANAGEMENT, INC.Feb 28, 2024
ENDEAVOR FINANCIAL ADVISORS, LLCFeb 28, 2024
AKIN INVESTMENTS, L.L.C.Feb 28, 2024
ROBERTSON INVESTMENT ADVISORY, LLCFeb 28, 2024
PATTERSON ADVISORSFeb 28, 2024
JASON TATE FINANCIAL CONSULTING, LLCFeb 28, 2024
WRIGHT WEALTH MANAGEMENT, LLCFeb 28, 2024
ZIEGLER LINK-AGE MANAGEMENT, LLCFeb 28, 2024
MSM FINANCIAL STRATEGIESFeb 28, 2024
DBA FEE ONLY FINANCIAL PLANNING, INC.Feb 28, 2024
MG FINANCIAL, INC.Feb 28, 2024
GREENSHIELDS CAPITAL LLCFeb 28, 2024
CAMPTON PRIVATE EQUITY ADVISORSFeb 28, 2024
JACKSON HILL ADVISORS, LLCFeb 28, 2024
DRISCOLL FINANCIALFeb 28, 2024
HONEST WEALTH LLCFeb 28, 2024
BONFANTI INVESTMENT SERVICES, LLCFeb 28, 2024
CORVEC INVESTMENT PARTNERS, LLCFeb 28, 2024
BLUE OX CAPITAL MANAGEMENT, INC.Feb 28, 2024
CINCINNATI WEALTH MANAGEMENT, INC.Feb 28, 2024
SCT WEALTH MANAGEMENT, LLCFeb 28, 2024
BRIGHT EQUITIES, LLCFeb 28, 2024
TOWERVIEW CAPITAL, LLCFeb 28, 2024
YOU FIRST FINANCIAL LLCFeb 28, 2024
INTEGRITY FINANCIAL ADVISORS, LLCFeb 28, 2024
PANHE ASSET MANAGEMENT CO., LIMITEDFeb 28, 2024
BRICKER FINANCIAL PLANNINGFeb 28, 2024
EVER GREEN WEALTH MANAGEMENT, LLCFeb 28, 2024
NEWCORP WEALTH MANAGEMENTFeb 28, 2024
RECKER FINANCIAL LLCFeb 28, 2024
ZIEGLER LINK-AGE MANAGEMENT II, LLCFeb 28, 2024
JAGER WEALTH MANAGEMENTFeb 28, 2024
INNOVATION CAPITAL MANAGEMENT LLCFeb 28, 2024
FARRINGDON CAPITAL, LTD.Feb 28, 2024
HEMISPHERE VENTURES ADVISORS, LLCFeb 28, 2024
CLIENT FIRST CAPITAL, LLCFeb 28, 2024
SIMARIS FINANCIALFeb 28, 2024
SHUTZER INVESTMENTS, LLCFeb 28, 2024
SUBFOLIO LLCFeb 28, 2024
BALLAST FINANCIAL ADVISORS, LLCFeb 28, 2024
PAVION BLUE CAPITAL, LLCFeb 28, 2024
PARABLE WEALTH ADVISORSFeb 28, 2024
CAMBER CREEK MANAGEMENT, LLCFeb 28, 2024
POSITIVE-SUM VENTURES ADVISOR LLCFeb 28, 2024
JK PRIVATE WEALTH, LLCFeb 28, 2024
SW ADVISORS, LLCFeb 28, 2024
SCHOOL OF PERSONAL FINANCEFeb 28, 2024
DEMAND WEALTHFeb 28, 2024
MCCARY ANHEUSER WEALTH MANAGEMENT, LLCFeb 28, 2024
KEYWELL FINANCIAL GROUP LLCFeb 28, 2024
AZAM CAPITAL MANAGEMENT LLCFeb 28, 2024
ABACUS WEALTH INTERNATIONAL (AWI)Feb 28, 2024
HAWSER CAPITAL MANAGEMENTFeb 28, 2024
CREATE YOUR PATH LLCFeb 28, 2024
IRONCREST CAPITAL MANAGEMENT LLCFeb 28, 2024
THRIVE RETIREMENT SPECIALISTSFeb 28, 2024
OLYMPUS CAPITAL, LLCFeb 28, 2024
MEETING HOUSE CAPITAL, LLCFeb 28, 2024
FINANCIAL PLANNING SERVICES, INC.Feb 28, 2024
DFC PREFERRED ADVISORS LLCFeb 28, 2024
FIVE TALENTS MANAGEMENT, LLCFeb 28, 2024
LCR WEALTH MANAGEMENT LLCFeb 28, 2024
BOW STREET ANGELS MANAGEMENT, LLCFeb 28, 2024
CAPITAL FIDUCIARY ADVISORSFeb 28, 2024
CHICANE CAPITAL MANAGEMENT, L.P.Feb 28, 2024
5 STONE FINANCIAL GROUP, LLCFeb 28, 2024
SEEDFOLIO LLCFeb 28, 2024
FREEMAN BLOCKCHAIN MANAGEMENT, LLCFeb 28, 2024
ANDURAND CAPITAL MANAGEMENT LLPFeb 28, 2024
HAVEN ASSET MANAGEMENT (INTERVAL FUNDS) LLCFeb 28, 2024
GENRISE WEALTH ADVISORS LLCFeb 28, 2024
AB2 CAPITAL PARTNERS LLCFeb 28, 2024
OPULENCE PLANNINGFeb 28, 2024
ZIEGLER LINK-AGE MANAGEMENT III, LLCFeb 28, 2024
MAXIAM CAPITAL, LLCFeb 28, 2024
BITROCK CAPITAL, LLCFeb 28, 2024
BOGGESS ASSET MANAGEMENTFeb 28, 2024
GUTTER CAPITAL MANAGEMENT LLCFeb 28, 2024
GLOBIG INVESTMENTS, INC.Feb 28, 2024
SANDBROOK CAPITAL LLCFeb 28, 2024