Firms - Form ADV

NameLast Filing
PACIFIC LIFE FUND ADVISORS LLCMar 18, 2024
ATLANTIC INVESTMENT MANAGEMENT, INCMar 18, 2024
GLOBIS CAPITAL MANAGEMENT L.P.Mar 18, 2024
FAR WEST CAPITAL MANAGEMENTMar 18, 2024
LEE FINANCIAL GROUP HAWAII, INC.Mar 18, 2024
THOMAS STORY AND SON LLCMar 18, 2024
CLARET ASSET MANAGEMENT CORPMar 18, 2024
MCSHANE PARTNERSMar 18, 2024
RINCON VENTURE MANAGEMENT, LPMar 18, 2024
ARLINGTON FINANCIAL ADVISORS, LLCMar 18, 2024
GARRETT NAGLE & CO., INC.Mar 18, 2024
CROSS SHORE CAPITAL MANAGEMENT, LLCMar 18, 2024
LATOUR CAPITALMar 18, 2024
TECTONIC ADVISORS LLCMar 18, 2024
NINE MASTS CAPITAL LIMITEDMar 18, 2024
KESSLER INVESTMENT GROUP, LLCMar 18, 2024
FORTISSIMO CAPITAL MANAGEMENT LTDMar 18, 2024
SIRIUS PARTNERS, L.P.Mar 18, 2024
STONERISE CAPITAL MANAGEMENT, LLCMar 18, 2024
CAPITAL ADVISORY GROUP, INC.Mar 18, 2024
EVT FINANCIAL ADVISORSMar 18, 2024
AAF WEALTH MANAGEMENT, LLCMar 18, 2024
ANBEC ADVISORS, LLCMar 18, 2024
SANSONE ADVISORS, LLCMar 18, 2024
SHARPER & GRANITE LLCMar 18, 2024
CAMELOT PORTFOLIOS, LLCMar 18, 2024
FOURTH STREET PERFORMANCE PARTNERS, INC.Mar 18, 2024
ENGINEERING CAPITALMar 18, 2024
OTTER CAPITAL LLCMar 18, 2024
FUNDRISE ADVISORS, LLCMar 18, 2024
DELTA CAPITAL MANAGEMENT LLCMar 18, 2024
MATH VENTURE PARTNERS MANAGEMENT, LLCMar 18, 2024
SEAMANS CAPITAL MANAGEMENT, LLCMar 18, 2024
REDVIEW CAPITAL ADVISORS LTD.Mar 18, 2024
ADVANTECH CAPITAL ADVISORS LTD.Mar 18, 2024
SANDERS MORRIS LLCMar 18, 2024
CAMBRIDGE FINANCIAL GROUP, INC.Mar 18, 2024
ASSET DEDICATION, LLCMar 18, 2024
SUMMA CORP.Mar 18, 2024
BANNERSTONE CAPITALMar 18, 2024
SITUSAMC REAL ESTATE VALUATION SERVICES, LLCMar 18, 2024
S28 CAPITAL LLCMar 18, 2024
BELMONT CAPITAL GROUPMar 18, 2024
KHANER CAPITAL LPMar 18, 2024
PRIVATE WEALTH GROUP, LLCMar 18, 2024
ACCUMULUS CAPITAL MANAGEMENT, LLCMar 18, 2024
TURK VENTURES ADVISORY LIMITEDMar 18, 2024
OFS ENERGY FUND, LLCMar 18, 2024
EPSILON FINANCIAL GROUP, INC.Mar 18, 2024
BEESE FULMER PRIVATE WEALTH MANAGEMENTMar 18, 2024
HIGHLAND CONSULTING ASSOCIATES INC.Mar 18, 2024
GOSSELIN CONSULTING GROUP LLCMar 18, 2024
POLLOCK INVESTMENT ADVISORS, LLCMar 18, 2024
ACION PARTNERS LIMITEDMar 18, 2024
SELIGMAN PRIVATE EQUITY SELECTMar 18, 2024
ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITEDMar 18, 2024
ALBITZ/MILOE AND ASSOCIATES, INC.Mar 18, 2024
CROSSPOINT CAPITAL MANAGEMENTMar 18, 2024
ALPHA ASSOCIATES LTD.Mar 18, 2024
PURSINO ADVISORY GROUP LLCMar 18, 2024
ECLIPSE VENTURES, LLCMar 18, 2024
SOSV INVESTMENTS LLC (F/K/A SOSVENTURES LLC)Mar 18, 2024
NEUMANN ADVISORY HONG KONG LIMITEDMar 18, 2024
TAUTONA GROUP ANNEX FUND GP, L.L.C.Mar 18, 2024
VENTURE51 CAPITAL PARTNERS LLCMar 18, 2024
NUVEEN REAL ESTATEMar 18, 2024
CEDAR STREET ASSET MANAGEMENT LLCMar 18, 2024
BOUNTY MANAGEMENT CORPMar 18, 2024
EMBARK MANAGEMENT LLCMar 18, 2024
CHERRYDALE WEALTH MANAGEMENT, LLCMar 18, 2024
FREEBOARD CAPITAL, LLCMar 18, 2024
GRANITESHARES ADVISORS LLCMar 18, 2024
TRUE FINANCIAL GROUPMar 18, 2024
TREE LINE ADVISORS (SINGAPORE) PTE. LTD.Mar 18, 2024
FUSION CAPITAL, LLCMar 18, 2024
AGENT CAPITAL, LLCMar 18, 2024
PARQUET CAPITAL MANAGEMENT, LLCMar 18, 2024
MONUMENT INVESTMENTS INC.Mar 18, 2024
PRIMORIS WEALTH ADVISORS, LLCMar 18, 2024
COPLEY INVESTMENT MANAGEMENT, LLCMar 18, 2024
PRIME SOLUTIONS FINANCIAL SERVICES CORP.Mar 18, 2024
CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTSMar 18, 2024
GASKIN WEALTH MANAGEMENTMar 18, 2024
NORTHPOINT ADVISORY LLCMar 18, 2024
INCOMAR INVESTMENTS, LLCMar 18, 2024
SOLUTIONS 4 WEALTHMar 18, 2024
EBER CAPITAL MANAGEMENTMar 18, 2024
SCHULTZ AND ASSOCIATES INC.Mar 18, 2024
INNOVA WEALTH PARTNERS, LLCMar 18, 2024
COMPASS PRIVATE WEALTH CONSULTING, LLCMar 18, 2024
OSBON CAPITAL MANAGEMENT, LLCMar 18, 2024
ALLISON INVESTMENT MANAGEMENT, LLCMar 18, 2024
STAMBERGER CAPITAL MANAGEMENT, LLCMar 18, 2024
COASTWISE CAPITAL GROUP, LLCMar 18, 2024
FINANCIAL ADVISORY SERVICES, LLCMar 18, 2024
PWJOHNSON WEALTH & LEGACY, LLCMar 18, 2024
JR MESENBURG AND ASSOCIATES, LLCMar 18, 2024
CIOVACCO CAPITAL MANAGEMENTMar 18, 2024
MONEY PLANSMar 18, 2024
VOMUND INVESTMENT MANAGEMENT, LLCMar 18, 2024
RAYMOND CAPITAL ADVISORS, LLCMar 18, 2024
THOMAS LEO ADVISORY, LLCMar 18, 2024
HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERSMar 18, 2024
J.W. ADVISORS INC.Mar 18, 2024
PILOT CAPITAL MANAGEMENT CORPMar 18, 2024
COIGN CAPITAL ADVISORS LLCMar 18, 2024
PALEN FINANCIAL LLCMar 18, 2024
LIVELSBERGER FINANCIAL ADVISORYMar 18, 2024
MICHAEL J.D. MCCALL, LLCMar 18, 2024
PDV FINANCIAL MANAGEMENTMar 18, 2024
MILLS VALUE ADVISER INCMar 18, 2024
AI VENTURES MANAGEMENT, LLCMar 18, 2024
RBA WEALTH MANAGEMENT, LLCMar 18, 2024
WOLFRUM AND CO.Mar 18, 2024
OCVC, LLCMar 18, 2024
MW INVESTMENT STRATEGYMar 18, 2024
LAKEVILLE ASSOCIATES, LLCMar 18, 2024
STRATEGIC ADVISORS, INC.Mar 18, 2024
INDY WEALTH SOLUTIONS, LLCMar 18, 2024
EXPAT FINANCIAL SOLUTIONSMar 18, 2024
WATERSTREET ASSET MANAGEMENT LLCMar 18, 2024
BFF CAPITAL MANAGEMENT LLCMar 18, 2024
FOSTER & WOOD, INC.Mar 18, 2024
CLEARVIEW INVESTMENTSMar 18, 2024
RETIREMENT WEALTH GROUP, INCMar 18, 2024
BECKERMAN WEALTHMar 18, 2024
SONORAN CAPITAL MANAGEMENT, LLCMar 18, 2024
JD MILLER CPA, A PROFESSIONAL CORPORATIONMar 18, 2024
FINANCIAL WINGS, LLCMar 18, 2024
PADDEN FINANCIAL PLANNING LLCMar 18, 2024
URI CAPITAL MANAGEMENT, LLCMar 18, 2024
DON SCHOLL & ASSOCIATES, INC.Mar 18, 2024
ARK ROYAL WEALTH MANAGEMENT LLCMar 18, 2024
WILLIAM RUSSELL WELCHMar 18, 2024
CIRCLEUPMar 18, 2024
CREW WEALTH MANAGEMENTMar 18, 2024
MCDONNELL CAPITAL MANAGEMENTMar 18, 2024
JOHNSON PRIVATE WEALTH MANAGEMENT, LLCMar 18, 2024
R.O.S. ASSET MANAGEMENTMar 18, 2024
JJSA ADVISORS, LTD.Mar 18, 2024
PACIFIC EQUITY MANAGEMENTMar 18, 2024
WOLFERS ASSET MANAGEMENT LLCMar 18, 2024
BEYOND YOUR HAMMOCK LLCMar 18, 2024
GRAND STREET WEALTH MANAGEMENT, LLCMar 18, 2024
21ST CENTURY EQUITY ADVISORS CORPORATIONMar 18, 2024
WESTMONT CAPITAL ADVISORS, LLCMar 18, 2024
FUERST, KARL WMar 18, 2024
AERIE CAPITAL MANAGEMENTMar 18, 2024
BIENVENUE WEALTH LLCMar 18, 2024
LM GP INVESTORS MANAGER, LLCMar 18, 2024
GOLD MEDAL WATERS, INC.Mar 18, 2024
LEVIN FUNDING GROUP LLCMar 18, 2024
FHT, LLCMar 18, 2024
BLACKBEARD CAPITAL MANAGEMENT, LLCMar 18, 2024
MYECFOMar 18, 2024
INTEGRATED FINANCIAL STRATEGIES, INC.Mar 18, 2024
NORWOOD INVESTMENT PARTNERS, LPMar 18, 2024
FINANCIAL PLANNING ADVISORS INC.Mar 18, 2024
SOUTH TEXAS CAPITAL ADVISORS, LLCMar 18, 2024
JCB FINANCIAL, INC.Mar 18, 2024
LEGACY INVESTMENT ADVISORS, LLCMar 18, 2024
TC FINANCIAL MANAGEMENT, CO INC.Mar 18, 2024
MULBERRY CAPITAL MANAGEMENTMar 18, 2024
WAGENER-LEE, LLCMar 18, 2024
B4 FINANCIAL PLANNINGMar 18, 2024
CAPITAL ADVISORS WEALTH MANAGEMENT, LLCMar 18, 2024
AKROS INVESTMENTS, INC.Mar 18, 2024
ELISEA FRISHBERG ADVISORY GROUP, L.L.C.Mar 18, 2024
BDC INVESTMENT ADVISORS, LLCMar 18, 2024
RP SLATER FINANCIAL MANAGEMENT, LLCMar 18, 2024
STOCKADE INVESTMENT ADVISORSMar 18, 2024
CARTER, TERRY & COMPANY, INC.Mar 18, 2024
NORTON FINANCIAL CONSULTANTSMar 18, 2024
ROBERT CHARLES CAPITAL MANAGEMENTMar 18, 2024
GRAFF FINANCIAL LLCMar 18, 2024
MOMENTUM INVESTMENT MANAGEMENT, LLCMar 18, 2024
OPPOQUESTMar 18, 2024
FAMILY WEALTH PARTNERS CONCORD, INCMar 18, 2024
HUTCHINS CANNING & COMPANY PAMar 18, 2024
TENONETENMar 18, 2024
MAVEN GROUP LLCMar 18, 2024
ANTUNES INTERNATIONAL INVESTMENT MANAGEMENTMar 18, 2024
MUNRO LEGACY PLANNERS LLCMar 18, 2024
KD CAPITAL MANAGEMENT, LLCMar 18, 2024
MIDWEST INVESTMENT ADVISORS, LLCMar 18, 2024
STRUBEL INVESTMENT MANAGEMENT, LLCMar 18, 2024
WEALTH PRO ADVISORS, INC.Mar 18, 2024
BREAKWATER CAPITALMar 18, 2024
SMARTVALUE INVESTMENT MANAGEMENT, LLCMar 18, 2024
BRENNAN ASSET MANAGEMENTMar 18, 2024
TAM FINANCIAL ADVISORS, LLCMar 18, 2024
THALES INVESTMENT SERVICES, INC.Mar 18, 2024
R.E. SNOW PRIVATE WEALTH MANAGEMENT GROUP, LLCMar 18, 2024
DANA FINANCIALMar 18, 2024
GLOBAL INVESTMENT PARTNERSMar 18, 2024
CITO CAPITAL ADVISORS LLCMar 18, 2024
BALTIMORE AVENUE INVESTMENTS, LLCMar 18, 2024
TRONDHEIM CAPITAL, LLCMar 18, 2024
SEAGULL LANE ASSET MANAGEMENT LLCMar 18, 2024
ARGIRO & ASSOCIATESMar 18, 2024