Firms - Form ADV

NameLast Filing
OPTIONCOLORS CAPITAL, LLCMar 18, 2024
OKAPI CAPITAL, LLCMar 18, 2024
HOWARD CAPITAL MANAGEMENT GROUP, LLCMar 18, 2024
EQUITY2 LLCMar 18, 2024
MOUNT LUCAS INDEX ADVISERS LLCMar 18, 2024
TIME BIO MANAGEMENT, LLCMar 18, 2024
MONEY COMPASS ADVISORSMar 18, 2024
GREY HELM CAPITALMar 18, 2024
MANALAPAN ORACLE CAPITAL MANAGEMENT LLCMar 18, 2024
EMJ CAPITAL LTD.Mar 18, 2024
PETERS INVESTMENT MANAGEMENT INC.Mar 18, 2024
NEXT STEP FINANCIAL TRANSITIONSMar 18, 2024
FOXMAN ASSET ADVISORS INC.Mar 18, 2024
FORTRESS WEALTH PLANNINGMar 18, 2024
ANIMAL CAPITALMar 18, 2024
WHEELHOUSE ADVISORY GROUP, LLCMar 18, 2024
HIPPO HEALTH MANAGEMENT LLCMar 18, 2024
MEDICAL FUNDING PROFESSIONALSMar 18, 2024
GLENEAGLES INVESTMENT ADVISORS, LLCMar 18, 2024
ANKONA MANAGEMENT, LLCMar 18, 2024
ACROPOLIS PARTNERS, LLCMar 18, 2024
LEGACY FINANCIAL DESIGNSMar 18, 2024
TARASCIO FINANCIAL PLANNING, LLCMar 18, 2024
MARKSON MANAGEMENT, LLCMar 18, 2024
ACANSA INVESTMENT MANAGEMENT GROUP, LLCMar 18, 2024
1823 WEALTH MANAGEMENT LLCMar 18, 2024
MAVERICK LTC, LLCMar 18, 2024
LIFE LINE FAMILY HERITAGE FUND MANAGEMENT, LLCMar 18, 2024
MERCHANTS ASSET MANAGEMENT LLCMar 18, 2024
BOLDEN WEALTH MANAGEMENTMar 18, 2024
VINYL CAPITALMar 18, 2024
VERITAS WEALTH PARTNERS, LLCMar 18, 2024
SUTRA VENTURES LLCMar 18, 2024
TUTTLE VENTURES, LLCMar 18, 2024
JETHA GLOBAL LIMITEDMar 18, 2024
FORTIS PORTFOLIO SOLUTIONS, LLCMar 18, 2024
ARSLAN CAPITAL MANAGEMENT LLCMar 18, 2024
GRAMERCY STRATEGIC CAPITAL LLCMar 18, 2024
AMBERSTONEMar 18, 2024
VAIL VALLEY ASSET MANAGEMENT, LLCMar 18, 2024
ODYSSEY INVESTMENTS, LLCMar 18, 2024
IMPACT INVESTMENT STRATEGIES, INCMar 18, 2024
LIBERTY WEALTH MANAGEMENT, LLCMar 18, 2024
SWAPNICK, LLCMar 18, 2024
INTERWOVEN VENTURES, LLCMar 18, 2024
CARLETON CAPITAL GROUP, LLCMar 18, 2024
MAAXIOM CAPITAL LLCMar 18, 2024
ECS WEALTH STRATEGIESMar 18, 2024
ICANIVEST, LLCMar 18, 2024
KRD WEALTH MANAGEMENT, LLCMar 18, 2024
8020 CAPITAL LLCMar 18, 2024
FLATIRON VENTURE PARTNERS LLCMar 18, 2024
RS LOW BETA ADVISORS LLCMar 18, 2024
PHALANX ADVISORS LLCMar 18, 2024
AIM MASTER I (BVI) LTD.Mar 18, 2024
DURABLE DIVIDEND GROWTH STRATEGIES, L.P.Mar 18, 2024
BLUE ROOM INVESTMENT ADVISORSMar 18, 2024
FULCRUM CAPITAL PARTNERS INC.Mar 18, 2024
HAWKTAIL MANAGEMENT, LLCMar 18, 2024
LEONARD ADVISORY GROUP LLCMar 18, 2024
PETTUS & DAWKINS FINANCIAL GROUP, LLCMar 18, 2024
AILSA CAPITAL LLCMar 18, 2024
ARRIEN INVESTMENTS, INC.Mar 18, 2024
DECAGON ASSET MANAGEMENT (US) LPMar 18, 2024
TOLIDA ENTERPRISES, LLCMar 18, 2024
CONNECT FINANCIALMar 18, 2024
ENGINEERING FINANCIAL INDEPENDENCE, INC.Mar 18, 2024
FRONTIER CRYPTO CAPITAL LLCMar 18, 2024
ECOSPHERE VENTURES, LLCMar 18, 2024
DEEP FUTURE, LLCMar 18, 2024
YIELDS FOR YOU, LLCMar 18, 2024
PRICE WEALTH COACHING LLCMar 18, 2024
B&I CAPITAL AGMar 18, 2024
DEAN BENNETT ADVISORY SERVICES INC.Mar 18, 2024
LIGHTSPEED FACTIONMar 18, 2024
STRATEGY CAP, LLCMar 18, 2024
CRANE INVESTMENT GROUPMar 18, 2024
FLAIR VENTURES, INC.Mar 18, 2024
DOWNSTREAM PERENNIAL MANAGEMENT LLCMar 18, 2024
REMORA WEALTH MANAGEMENTMar 18, 2024
DUCKETT WEALTH MANAGEMENTMar 18, 2024
CRESCENT CAPITALMar 18, 2024
EMPACTFUL CAPITAL LLCMar 18, 2024
THE FAMILY FINANCIAL GROUPMar 18, 2024
FIDUCIARIA EGUIA CRLMar 18, 2024
CHUI VENTURES MANAGEMENT CO, LLCMar 18, 2024
PYSNIK FINANCIAL, LLCMar 18, 2024
MONOLITH MANAGEMENT LIMITEDMar 18, 2024
ARSENAL CAPITAL ADVISORS LLCMar 18, 2024
CARTER RIDGE STRATEGIC ADVISORSMar 18, 2024
BUOYANCY CAPITALMar 18, 2024
SHEER EMPOWERMENT FINANCIAL, LLCMar 18, 2024
BREWER FINANCIAL STRATEGIESMar 18, 2024
DASH VC, LLCMar 18, 2024
PREPARED FINANCIAL PLANNINGMar 18, 2024
FLYWHEEL CAPITAL MANAGEMENT, LLCMar 18, 2024
EWS MANAGEMENT LLCMar 18, 2024
MARRELLA PRIVATE WEALTH, LLCMar 18, 2024
FUNDED LIFE FINANCIAL, LLCMar 18, 2024
BANCARIBE CAPITALMar 18, 2024
CIRCLE CITY CAPITAL PARTNERSMar 18, 2024
TARA WEALTHMar 18, 2024
HALCYON INVESTMENT ADVISORMar 18, 2024
DOMINION CAPITAL LLCMar 18, 2024
BE BRAVE NOT BROKE LLCMar 18, 2024
JAMES STREET ADVISORS LLCMar 18, 2024
HIVEST CAPITAL PARTNERS SASMar 18, 2024
MERITAGE HOLDINGS II, LLCMar 18, 2024
HALCYON VENTURE PARTNERS, LLCMar 18, 2024
LEONIS CAPITAL PARTNERS, LLCMar 18, 2024
OAKLEY FINANCIAL LLCMar 18, 2024
WALLICK WEALTH MANAGEMENTMar 18, 2024
KATZ FAMILY FINANCIAL ADVISORS, LLCMar 17, 2024
SNOW FINANCIAL MANAGEMENT, LLCMar 17, 2024
CYPRESS CAPITAL PARTNERS, LLCMar 17, 2024
DARROW WEALTH MANAGEMENTMar 17, 2024
FAIRFIELD FINANCIAL ADVISORSMar 17, 2024
SOLIDIAN MANAGEMENT, L.L.C.Mar 17, 2024
LEEWARD FINANCIAL PARTNERS, LLCMar 17, 2024
SANSOTERRA GROUP LLCMar 17, 2024
PICO MANAGEMENT COMPANY LTD.Mar 17, 2024
NEW GROUND VENTURESMar 17, 2024
SIERRA WEALTH ADVISORSMar 17, 2024
CHARTER ADVISORY SERVICES, LLCMar 17, 2024
YUNISTONE INVESTMENT GROUP, LLCMar 17, 2024
FINANCIAL LIFEMAPSMar 17, 2024
VESTED LEGACY WEALTH MANAGEMENT, L.P.Mar 17, 2024
ENVISION ASSET MANAGEMENT, INC.Mar 17, 2024
GLOBAL WEALTH PARTNERS, LLCMar 17, 2024
ROSCOE FINANCIALMar 17, 2024
COMPASS ROSE ADVISORS, INC.Mar 17, 2024
CAPITAL MANAGEMENT ANALYTICSMar 17, 2024
EDGAR INVESTMENT MANAGEMENT LLCMar 17, 2024
CREATIVE FINANCIAL STRATEGIES, INC.Mar 17, 2024
MARTORELL CAPITAL PARTNERS, LLCMar 17, 2024
PORTIA CAPITAL MANAGEMENTMar 17, 2024
STONESTREET FINANCIAL, INC.Mar 17, 2024
THRIFTY SCOTTY FINANCIAL, LLCMar 17, 2024
ROCK CREEK ADVISORS LLCMar 17, 2024
HERGES CAPITAL MANAGEMENTMar 17, 2024
MRC GROUP LLCMar 17, 2024
CORTINA CAPITAL, LLCMar 17, 2024
RIDGELINE ASSET MANAGEMENT, LLCMar 17, 2024
FRA SERVICES INC.Mar 17, 2024
ELITE WEALTH MANAGEMENTMar 17, 2024
LODESTAR WEALTH, LLCMar 17, 2024
VIECHNICKI WEALTH MGMT, LLCMar 17, 2024
JOHN LINE, CPA, INC.Mar 17, 2024
OPEN WEALTH MANAGEMENT LLCMar 17, 2024
FIFE WEALTH MANAGEMENT LLCMar 17, 2024
GLENN ASSET MANAGEMENTMar 17, 2024
OVERSEAS CAPITAL MANAGEMENT LLCMar 17, 2024
MUELLER WEALTH ADVISORSMar 17, 2024
OVERWATCH MANAGEMENTMar 17, 2024
PERSONAL VALUE ADVISERS LLCMar 17, 2024
BASE CASE MANAGEMENT, LLCMar 17, 2024
TB GROUPMar 17, 2024
SEGMENT WEALTH MANAGEMENT, LLCMar 16, 2024
CONTENT PARTNERS LLCMar 16, 2024
PSILOS GROUP MANAGERS, LLCMar 16, 2024
STW ASSOCIATESMar 16, 2024
SFI ADVISORS, LLCMar 16, 2024
PORTFOLIO ADVISORS GROUP, INC.Mar 16, 2024
DIVI-VEST ADVISORSMar 16, 2024
PI SQUARE CAPITAL, LLCMar 16, 2024
COX & COMPANY INVESTMENT ADVISORS, INC.Mar 16, 2024
BFS ADVISORY GROUP, LLCMar 16, 2024
CHLADEK WEALTH MANAGEMENT, LLCMar 16, 2024
CROSSCURRENT WEALTHMANAGEMENT, LLCMar 16, 2024
RAWLINGS WEALTH MANAGEMENTMar 16, 2024
ENSEMBLE FINANCIAL, INC.Mar 16, 2024
WJ WEALTH MANAGEMENTMar 16, 2024
MOUNTAIN WORKHORSE CAPITAL, LLCMar 16, 2024
PHYSICIANS CAPITAL INVESTMENT ADVISORSMar 16, 2024
STRONG FINANCIAL SERVICESMar 16, 2024
YAISH FINANCIALMar 16, 2024
FORREST FINANCIAL SERVICESMar 16, 2024
DARE CAPITAL MANAGEMENT, LLCMar 16, 2024
FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV)Mar 16, 2024
CLARK FINANCIAL PLANNING SERVICES LLCMar 16, 2024
PLANVESTING, LLCMar 16, 2024
ALR CAPITAL ADVISORS, LLCMar 16, 2024
LANYON ADVISORY SERVICESMar 16, 2024
INVISION CAPITAL ADVISOR, LLCMar 16, 2024
RSW WEALTH MANAGEMENTMar 16, 2024
TOTAL FINANCIAL PLANNING, LLCMar 16, 2024
SABER AND SHIELD WEALTH MANAGEMENT, L.L.CMar 16, 2024
LEDGERPLUS FINANCIAL SERVICES LLCMar 16, 2024
HUNJO LLCMar 16, 2024
BOYD WEALTH MANAGEMENT, LLCMar 16, 2024
SHADOW WEALTH MANAGEMENT, LLCMar 16, 2024
STAINES FINANCIAL, LLCMar 16, 2024
RRO CAPITAL, LLCMar 16, 2024
HARMONY WEALTH MANAGEMENT LLCMar 16, 2024
MORAN TICE CAPITAL MANAGEMENT LLCMar 16, 2024
PEAK FINANCIAL GUIDANCE LLCMar 16, 2024
GRANADA CAPITAL MANAGEMENT, LLCMar 16, 2024
EDWARDS FINANCIAL & INSURANCE SERVICESMar 16, 2024
INTENTIONAL RETIREMENT, LLCMar 16, 2024
TM WEALTH MANAGEMENT, LLCMar 16, 2024