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Firms - Form ADV

NameLast Filing
HOLLAND INVESTMENT MANAGEMENT, INC.Oct 08, 2024
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.Oct 08, 2024
OPTUM VENTURESOct 08, 2024
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCOct 08, 2024
BAPCD, INC.Oct 08, 2024
RENAISSANCE ADVISORY GROUPOct 08, 2024
OLIVER INVESTMENTSOct 08, 2024
TRINITY FINANCIAL SERVICES, INC.Oct 08, 2024
LEGACY ADVISORY SERVICES, LLCOct 08, 2024
BLUESAIL ADVISORS LLCOct 08, 2024
INNOVATIVE INVESTMENT FIDUCIARIES, LLCOct 08, 2024
PETERSON WEALTH MANAGEMENTOct 08, 2024
MDS WEALTH ADVISORS, LLCOct 08, 2024
UNITED FINANCIAL PLANNING GROUP LLCOct 08, 2024
SISTO INVESTMENT ADVISORY, LLCOct 08, 2024
ALASKA RETIREMENTOct 08, 2024
WEALTHCARE INVESTMENT PARTNERS LLCOct 08, 2024
KEYROCK CAPITAL MANAGEMENT LIMITEDOct 08, 2024
LIGHTHOUSE WEALTH STRATEGIES, LLCOct 08, 2024
PERSONAL WEALTH PLANNING, LLCOct 08, 2024
CULTURE CAPITAL PARTNERS, LLCOct 08, 2024
VERTEX FINANCIAL ADVISORS LLCOct 08, 2024
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITEDOct 08, 2024
LION BRIDGE PARTNERSOct 08, 2024
RIO FINANCIAL PLANNINGOct 08, 2024
ORIGIN INVESTMENT ADVISORY LLCOct 08, 2024
PCB CAPITAL LLCOct 08, 2024
KOI PORTFOLIO MANAGEMENT, LLCOct 08, 2024
SHERIDAN PRODUCTION PARTNERS MANAGER III, LLCOct 08, 2024
GOOD NEWS FINANCIAL & INVESTMENT ADVISORS, LLCOct 08, 2024
REFOCUS FINANCIALOct 08, 2024
CD55 CAPITAL MANAGEMENT, LLCOct 08, 2024
EVIDENCE WEALTH, LLCOct 08, 2024
CHELSEA INTERNATIONAL ADVISORS LLCOct 08, 2024
TWO PRIME LLCOct 08, 2024
J BRADIN FINANCIAL LLCOct 08, 2024
ACADEMY ASSET MANAGEMENTOct 08, 2024
TRUENORTH WEALTH & IMPACT, LLCOct 08, 2024
NINE INNING FINANCEOct 08, 2024
SACHI FINANCIAL PLANNINGOct 08, 2024
ENSIGN ADVISORY PARTNERS LLCOct 08, 2024
WILLOWOct 08, 2024
DYE FAMILY OFFICEOct 08, 2024
ESPRESSO CAPITAL ADVISORS INC.Oct 08, 2024
PETERS FINANCIAL LLCOct 08, 2024
PERMANENT CAPITAL MANAGEMENT, LPOct 08, 2024
THE ALTERNATIVE SELECTED OPPORTUNITIES LTD.Oct 08, 2024
PLAN OF CARE ADVISINGOct 08, 2024
SEVEN HILLS CAPITAL, LLCOct 08, 2024
ARCHER WEALTH ADVISORSOct 08, 2024
KIAN CAPITAL PARTNERS, LLCOct 08, 2024
LITTLE RIVER CAPITAL PARTNERS, LPOct 08, 2024
CONNETIC VENTURESOct 08, 2024
LEE-KELLEHER WEALTH MANAGEMENTOct 08, 2024
HAKLUYT CAPITAL LIMITEDOct 08, 2024
FIKA MANAGEMENT II, LLCOct 08, 2024
ACQUIRED WISDOM FUND MANAGEMENT, LLCOct 08, 2024
UMA VENTURES LLCOct 08, 2024
SENTINEL FUND ADVISORS, INC.Oct 08, 2024
IVY CAPITAL MANAGEMENT LLCOct 08, 2024
BRIGHAM ROYALTIES MANAGEMENT, LLCOct 08, 2024
NIKKO ASSET MANAGEMENT CO LTDOct 07, 2024
BELVOIR WEALTH MANAGEMENT AGOct 07, 2024
GQG PARTNERSOct 07, 2024
LINDSELL TRAIN LIMITEDOct 07, 2024
TRINITY VENTURESOct 07, 2024
ARCADIA FUNDSOct 07, 2024
PROTERRA INVESTMENT PARTNERS LPOct 07, 2024
ADVICE AND PLANNING SERVICESOct 07, 2024
REBALANCE LLCOct 07, 2024
MANSKE WEALTH MANAGEMENT, LLCOct 07, 2024
SHERRILL & HUTCHINS FINANCIAL ADVISORY INCOct 07, 2024
CREWE ADVISORSOct 07, 2024
CAPITAL CONSULTING & ASSET MANAGEMENTOct 07, 2024
PACIFIC INCOME ADVISERS INCOct 07, 2024
ICON MANAGEMENT ASSOCIATES II, LLCOct 07, 2024
ZHANG FINANCIALOct 07, 2024
HUDSON STRUCTURED CAPITAL MANAGEMENT LTD.Oct 07, 2024
TABR CAPITAL MANAGEMENT, LLCOct 07, 2024
CORUNDUM GROUP, INC.Oct 07, 2024
LGT CAPITAL PARTNERS (ASIA-PACIFIC) LTD.Oct 07, 2024
DIAMANT ASSET MANAGEMENT, INC.Oct 07, 2024
THE CAPROCK GROUP, LLCOct 07, 2024
SIERRA INVESTMENT MANAGEMENT, LLCOct 07, 2024
FIRST HORIZON ADVISORS, INCOct 07, 2024
OLIVER LUXXE ASSETS LLCOct 07, 2024
GELLER ADVISORS LLCOct 07, 2024
W CAPITAL PARTNERSOct 07, 2024
FOUNDERS FINANCIAL SECURITIES, LLCOct 07, 2024
NIKKO ASSET MANAGEMENT ASIA LIMITEDOct 07, 2024
FRONTEGRA ASSET MANAGEMENT INCOct 07, 2024
ALTERA PRIVATE ACCESS, LLCOct 07, 2024
SMALLWOOD WEALTH MANAGEMENTOct 07, 2024
FONDSMAEGLERSELSKABET MAJ INVEST A/SOct 07, 2024
SAFE HARBOR RETIREMENT PLANNERSOct 07, 2024
PACIFIC COAST INVESTMENT ADVISORS, LLCOct 07, 2024
BLANTYRE CAPITALOct 07, 2024
TITAN FUND MANAGEMENT, LLCOct 07, 2024
BRIGHTPATH WEALTH ADVISORS LLCOct 07, 2024
FEDERAL HILL CAPITAL MANAGEMENTOct 07, 2024
TREE FORT FINANCIAL, INC.Oct 07, 2024
INTEGRATED WEALTH SOLUTIONS, LLCOct 07, 2024
KENSINGTON SECURITIES, LLCOct 07, 2024
STEWARD ADVISORS, LLCOct 07, 2024
DOENCH WEALTH MANAGEMENT, LLCOct 07, 2024
NAVIGATE WEALTH MANAGEMENT LLCOct 07, 2024
KOTYS WEALTH PROFESSIONALSOct 07, 2024
HARVEST CAPITAL ASSETS, LLCOct 07, 2024
OBEL FINANCIAL ADVISORSOct 07, 2024
YUENGLING ASSET MANAGEMENTOct 07, 2024
SKY RIDGE WEALTH MANAGEMENT LLCOct 07, 2024
CHANCELLOR FINANCIAL SERVICES, INC.Oct 07, 2024
CASSINI CAPITAL MANAGEMENT, LLCOct 07, 2024
ELITE WEALTH PARTNERS, LLCOct 07, 2024
VANWEELDEN WEALTH MANAGEMENT, LLCOct 07, 2024
PASADENA PRIVATE WEALTH, LLCOct 07, 2024
DAKOTA WEALTH, LLCOct 07, 2024
NEWLANDS INVESTMENT MANAGEMENT PTE LTD.Oct 07, 2024
NEXJENN FINANCIAL SERVICESOct 07, 2024
ILLUMINATE WEALTH MANAGEMENTOct 07, 2024
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.Oct 07, 2024
RUFFER LLPOct 07, 2024
MAGNIFI LLCOct 07, 2024
PENSION & WEALTH MANAGEMENT ADVISORSOct 07, 2024
EAST BEACH ASSET MANAGEMENT, LLCOct 07, 2024
SOUTHSHORE FINANCIAL PLANNINGOct 07, 2024
SIGNAL TREE FINANCIAL PARTNERS LLCOct 07, 2024
AVIDITY CAPITALOct 07, 2024
RUFFER AIFM LIMITEDOct 07, 2024
TIFIN GIVEOct 07, 2024
MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITEDOct 07, 2024
ATTLEBORO WEALTH MANAGEMENT LLCOct 07, 2024
BROOKLINE WEALTH, LLCOct 07, 2024
CT FINANCIAL PARTNERS, LLCOct 07, 2024
FRECOct 07, 2024
MICA CREEK CAPITAL LLCOct 07, 2024
FORM WEALTH ADVISORS, LLCOct 07, 2024
MOORE WEALTH PARTNERS, LLCOct 07, 2024
RCS WEALTH MANAGEMENTOct 07, 2024
STONEPATH WEALTH MANAGEMENTOct 07, 2024
CIRO CAPITAL LLCOct 07, 2024
WALTON FINANCIALOct 07, 2024
SKIPJACK FINANCIALOct 07, 2024
IMPACT INVESTMENTS LLCOct 07, 2024
PROGRESSIVE VENTURES MANAGEMENT, LLCOct 07, 2024
TWENTYTHREE ADVISORYOct 07, 2024
AFFILIATED CAPITALOct 07, 2024
AVIVA INVESTORS CANADA INC.Oct 07, 2024
CHICAGO OAKBROOK FINANCIAL GROUPOct 07, 2024
AON ADVANTAGE FUNDS LLCOct 06, 2024
SEEDSFORWEALTH CORP.Oct 06, 2024
BRYAN ADVISORY SERVICES, LLCOct 05, 2024
DIOGENES FINANCIAL LLCOct 05, 2024
CADENT CAPITAL ADVISORS, LLCOct 04, 2024
ALLEGHENY INVESTMENTS, LTD.Oct 04, 2024
ALLEGHENY FINANCIAL GROUP LTDOct 04, 2024
ADVANCE CAPITAL MANAGEMENT INCOct 04, 2024
OMC FINANCIAL SERVICES LTDOct 04, 2024
MANULIFE INVESTMENT MANAGEMENT (US) LLCOct 04, 2024
COZAD ASSET MANAGEMENT INCOct 04, 2024
GLOBAL AUTOTRADINGOct 04, 2024
ERNST & YOUNG INVESTMENT ADVISERS LLPOct 04, 2024
CONTINUITY WEALTH MANAGEMENT, CORP.Oct 04, 2024
GREENWICH INVESTMENT MANAGEMENT, INC.Oct 04, 2024
CONSILIUM INVESTMENT MANAGEMENT LLCOct 04, 2024
GOVERNMENT PORTFOLIO ADVISORS LLCOct 04, 2024
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLCOct 04, 2024
CONCENTRUM WEALTH MANAGEMENTOct 04, 2024
COMPREHENSIVE WEALTH SOLUTIONS, LLCOct 04, 2024
ACCELERATED WEALTH ADVISORS LLCOct 04, 2024
TOWERPOINT WEALTH, LLCOct 04, 2024
SOUTHERN CAPITAL SERVICES INCOct 04, 2024
KDT ADVISORS, LLCOct 04, 2024
CHRISTIAN FINANCIAL ADVISORSOct 04, 2024
LAVA WEALTH MANAGEMENT, LLCOct 04, 2024
METANOIA FINANCIAL, LLCOct 04, 2024
DUTCH ASSET CORPORATIONOct 04, 2024
DRAKE & ASSOCIATES, LLCOct 04, 2024
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLCOct 04, 2024
ROGOWSKI WEALTH MANAGEMENT LLCOct 04, 2024
BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.Oct 04, 2024
CAPITAL PLANNING GROUP, LLCOct 04, 2024
BALLINA CAPITAL, LLCOct 04, 2024
IBN ASSET MANAGEMENT, LLCOct 04, 2024
SIBIR INVESTMENT ADVISORSOct 04, 2024
ACP VENTURE CAPITAL MANAGEMENT FUND LLCOct 04, 2024
KUSSKE FINANCIAL, INC.Oct 04, 2024
ICR PARTNERSOct 04, 2024
STONE WEALTH PARTNERS LLCOct 04, 2024
EDELWEISS, LLCOct 04, 2024
AXS CAPITAL, LLCOct 04, 2024
SPARKS CAPITAL MANAGEMENTOct 04, 2024
GALLIOTT CAPITAL ADVISORS, LLCOct 04, 2024
TETELESTAI CAPITALOct 04, 2024
186 VENTURES MANAGEMENT GROUP, LLCOct 04, 2024
ABICH FINANCIAL WEALTH MANAGEMENT, LLCOct 04, 2024
BTNV MANAGEMENT, LLCOct 04, 2024
CONQUIS FINANCIAL LLCOct 04, 2024
BRIDGEPOINT LLCOct 04, 2024
ORCHARD INCOME MANAGEMENT LLCOct 04, 2024