Firms - Form ADV

NameLast Filing
ARQ WEALTH ADVISORS, LLCDec 24, 2024
TANGLEWOOD LEGACY ADVISORS, LLCDec 24, 2024
TOWNSENDDec 24, 2024
RIVER GLOBAL INVESTORS LLPDec 24, 2024
MADISON ADVISORY SERVICES, INC.Dec 24, 2024
DETALUS ADVISORS, LLCDec 24, 2024
TEMPLETON GLOBAL ADVISORS LIMITEDDec 24, 2024
RAMIREZ ASSET MANAGEMENT, INC.Dec 24, 2024
DARBY OVERSEAS PARTNERS, L.P.Dec 24, 2024
FRANKLIN MUTUAL ADVISERS, LLCDec 24, 2024
FCA CORPDec 24, 2024
GIVERNY CAPITALDec 24, 2024
FRANKLIN TEMPLETON INSTITUTIONAL, LLCDec 24, 2024
CARDINAL CAPITAL MANAGEMENT, INC.Dec 24, 2024
NORTHLEAF CAPITAL ADVISORS LTD.Dec 24, 2024
TEMPLETON ASSET MANAGEMENT LTD.Dec 24, 2024
VANGUARD CAPITALDec 24, 2024
PLANVEST FINANCIAL, INC.Dec 24, 2024
LIFE STRATEGIES, INC.Dec 24, 2024
HARPER CAPITAL MANAGEMENT, LTD.Dec 24, 2024
MCQUADE, KATHLEEN MARYDec 24, 2024
COLUMBIA BENEFITS, LLCDec 24, 2024
EVR RESEARCH LPDec 24, 2024
BEACON FINANCIAL PARTNERSDec 24, 2024
INVISORDec 24, 2024
SAHNI, INC.Dec 24, 2024
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLCDec 24, 2024
AIIM PARTNERSDec 24, 2024
UPLEFT ASSET MANAGEMENTDec 24, 2024
SUMMIT FINANCIAL, LLCDec 24, 2024
MULHOLLAND & KUPERSTOCK ASSET MANAGEMENT, LLCDec 24, 2024
DST WEALTH MANAGEMENT LLCDec 24, 2024
FARTHERDec 24, 2024
FRANKLIN MADISON PRIVATE WEALTHDec 24, 2024
EIGHTH WONDER INVESTMENTSDec 24, 2024
KINGBIRD INVESTMENT MANAGEMENTDec 24, 2024
APEX FINANCIAL PARTNERS, LLCDec 24, 2024
ENZA FINANCIAL, LLCDec 24, 2024
MANDEL FINANCIAL SERVICESDec 24, 2024
TITAN CAPITAL MANAGEMENTDec 24, 2024
CROWN POINT WEALTH ADVISORSDec 24, 2024
TESFAYE O'NEILL FINANCIALDec 24, 2024
NORTHLEAF CAPITAL PARTNERSDec 24, 2024
TREND TRADE PRO, LLCDec 24, 2024
PERENNIAL WEALTH ADVISORS, LLCDec 24, 2024
WURZ FINANCIAL SERVICES, LLCDec 24, 2024
MATHER POINT CAPITAL MANAGEMENT LPDec 24, 2024
SAGEWATER WEALTH MANAGEMENT LLCDec 24, 2024
RAZOR'S EDGE GP IV, LLCDec 24, 2024
AVODAH CAPITAL GROUP, LLCDec 24, 2024
MVP VENTURES LLCDec 24, 2024
ACTIVATE VENTURE PARTNERSDec 24, 2024
RANGE ROCK CAPITALDec 24, 2024
CARSONS CAPITAL LLCDec 24, 2024
PORTER WHITE INVESTMENT ADVISORS, INC.Dec 23, 2024
WELLINGTON CONSULTING SERVICES INCDec 23, 2024
BTG PACTUAL ASSET MANAGEMENT US , LLCDec 23, 2024
RANDOLPH CO INCDec 23, 2024
HARVEST GLOBAL INVESTMENTS LIMITEDDec 23, 2024
LEGACY FINANCIAL GROUPDec 23, 2024
DEUTSCHE BANK SECURITIES INC.Dec 23, 2024
FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLCDec 23, 2024
BAILLIE GIFFORD OVERSEAS LTDDec 23, 2024
CERBERUS CAPITAL MANAGEMENT, L.P.Dec 23, 2024
&PARTNERSDec 23, 2024
WESTERN ASSET MANAGEMENT COMPANY LIMITEDDec 23, 2024
WESTERN ASSET MANAGEMENT COMPANY PTE LTDDec 23, 2024
WESTERN ASSET MANAGEMENT COMPANY LTDDec 23, 2024
FRANKLIN ADVISORY SERVICES, LLCDec 23, 2024
PATHSTONEDec 23, 2024
GOOD LIFE ADVISORS, LLCDec 23, 2024
EVERHART ADVISORSDec 23, 2024
SENECA FINANCIAL ADVISORS LLCDec 23, 2024
BLACKROCK INVESTMENT MANAGEMENT (UK) LIMITEDDec 23, 2024
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.Dec 23, 2024
SABRIENT SYSTEMS, LLCDec 23, 2024
FIDUCIARY TRUST INTERNATIONAL, LLCDec 23, 2024
EAB INVESTMENT GROUP, LLCDec 23, 2024
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.Dec 23, 2024
HYPOSWISS ADVISORS SADec 23, 2024
ARGO INFRASTRUCTURE PARTNERS LPDec 23, 2024
BLACKROCK REALTY ADVISORS INCDec 23, 2024
FIRST WASHINGTON CORPORATIONDec 23, 2024
WESTERN ASSET MANAGEMENT COMPANYDec 23, 2024
PITTENGER & ANDERSON INCDec 23, 2024
LONGVIEW FINANCIAL ADVISORS, INC.Dec 23, 2024
MPWM ADVISORY SOLUTIONS LLCDec 23, 2024
D.A. DAVIDSON & CO.Dec 23, 2024
BLACKROCK ASSET MANAGEMENT CANADA LIMITEDDec 23, 2024
IMPAX ASSET MANAGEMENTDec 23, 2024
ICHIGO ASSET MANAGEMENT INTERNATIONAL PTE LTDDec 23, 2024
VUEFOLIO, INCDec 23, 2024
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.Dec 23, 2024
GREYSTONE BRIDGE LENDING FUND MANAGER LLCDec 23, 2024
ACMDec 23, 2024
MOTIV8 INVESTMENTS LLCDec 23, 2024
BLACKROCK ALTERNATIVES MANAGEMENT, LLCDec 23, 2024
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCDec 23, 2024
TECHNOMART RGA INCDec 23, 2024
FINANCIAL SECURITY SOLUTIONS, CORP.Dec 23, 2024
LLOYD PARK, LLCDec 23, 2024
T2 ASSET MANAGEMENT, LLCDec 23, 2024
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTDDec 23, 2024
ARNOLD AND MOTE WEALTH MANAGEMENTDec 23, 2024
BONA FIDE FINANCEDec 23, 2024
COPIAM WEALTH MANAGEMENT, LLCDec 23, 2024
VIRTUE ASSET MANAGEMENT LLCDec 23, 2024
MARK SMITH FINANCIAL SERVICES, INC.Dec 23, 2024
LDN WEALTH, LLCDec 23, 2024
G&F FINANCIAL SERVICESDec 23, 2024
HD MONEY, INC.Dec 23, 2024
HARDING FINANCIAL GROUP, LLC.Dec 23, 2024
HILLCREST HOLDINGS, LLCDec 23, 2024
HIGHLAND INVESTMENT ADVISORS LLCDec 23, 2024
CFG WEALTH MANAGEMENT, LLCDec 23, 2024
THE ARCHER CONSULTING GROUP, LLCDec 23, 2024
WESTLY CAPITAL MANAGEMENT III, L.L.C.Dec 23, 2024
OPEROSE ADVISORS LLCDec 23, 2024
OAKMONT WEALTH ADVISORY, LLCDec 23, 2024
CONVERGENCE FINANCIALDec 23, 2024
PHORCYS CAPITAL PARTNERS, LLCDec 23, 2024
GREAT POINT ADVISORS, LLCDec 23, 2024
INTERCHANGE CAPITAL PARTNERSDec 23, 2024
FOCUSED ALPHA, LLCDec 23, 2024
RETIREMENT WEALTH MANAGEMENT, LLCDec 23, 2024
SCSDec 23, 2024
ZANBATO ADVISORS LLCDec 23, 2024
WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNINGDec 23, 2024
WILON WEALTH MANAGEMENTDec 23, 2024
COOPER EAGLE, LLCDec 23, 2024
MOSAIC WEALTHDec 23, 2024
QUANTBASEDec 23, 2024
UNCONVENTIONAL INVESTOR, LLCDec 23, 2024
DELTA CAPITAL INVESTMENTS, LLCDec 23, 2024
BANCOLOMBIA CAPITAL ADVISERS LLCDec 23, 2024
PRESTIGE WEALTHWIDE, LLCDec 23, 2024
EISENHILFER CAPITAL LLCDec 23, 2024
THE PARTNERS FUND ADVISORS, LLCDec 23, 2024
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENTDec 23, 2024
TELIS GROUP CAPITAL MANAGEMENT LLCDec 23, 2024
STADIA FINANCIAL LLCDec 23, 2024
UTI INVESTMENTS AMERICA LIMITEDDec 23, 2024
NAVION WEALTH ADVISORS, LLCDec 23, 2024
CRUX WEALTH ADVISORSDec 23, 2024
MCCULLOUGH WEALTH MANAGEMENT LLCDec 23, 2024
TRUE WEALTH GROUPDec 23, 2024
PEAK WEALTH MANAGEMENTDec 23, 2024
AMICIS MANAGEMENT, LLCDec 23, 2024
BEATRICE ADVISORS LPDec 23, 2024
MINDSET CONSULTING (US) LLCDec 23, 2024
SHENANDOAH ENERGY MANAGEMENT, LLCDec 23, 2024
CONIFER INFRASTRUCTURE PARTNERSDec 23, 2024
GOLDEN CHAIN CAPITALDec 23, 2024
EVAL VENTURES MANAGEMENT LLCDec 23, 2024
BRIAN ADAMS FINANCIAL PLANNING LLCDec 23, 2024
HYLAND LAKE PARTNERSDec 23, 2024
ABBY ADVISORS LLCDec 23, 2024
JI FINANCIAL SERVICES, LLCDec 23, 2024
ST. THERESE FINANCIAL LLCDec 23, 2024
WGI DM, LLCDec 23, 2024
SARVER VROOMAN WEALTH ADVISORS LLCDec 23, 2024
INGALLS & SNYDER LLCDec 22, 2024
TEXAS FINANCIAL ADVISORYDec 22, 2024
FORD FINANCIAL FITNESSDec 22, 2024
THE FOUNDRY FINANCIAL GROUP, INC.Dec 21, 2024
ADITUM BIO MANAGEMENT COMPANY, LLCDec 21, 2024
RETIREMENT SPECIALTY GROUP, INC.Dec 21, 2024
FINANCIAL DESIGN & RESEARCHDec 21, 2024
PRIVILEGED PLANNING INC.Dec 21, 2024
PERPLEXITY MANAGEMENT CO, LLCDec 21, 2024
ELDRIDGE INVESTMENT ADVISORS INCDec 20, 2024
FRONTIER ASSET MANAGEMENT, LLCDec 20, 2024
PREMIER WEALTH ADVISORS, LLCDec 20, 2024
COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITEDDec 20, 2024
ASPEN INVESTMENT MANAGEMENT INC.Dec 20, 2024
SAGENT WEALTH MANAGEMENTDec 20, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLCDec 20, 2024
DAVIDSON INVESTMENT ADVISORS, INC.Dec 20, 2024
PRIMERICA ADVISORSDec 20, 2024
FDX ADVISORS, INC.Dec 20, 2024
CLARION PARTNERSDec 20, 2024
SIERRA INVESTMENT PARTNERS, INC.Dec 20, 2024
CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITEDDec 20, 2024
BLAIR HALL ADVISORS, LLCDec 20, 2024
NATIONWIDE INVESTMENT ADVISORS, LLCDec 20, 2024
VSS FUND MANAGEMENT LLCDec 20, 2024
ELLEVESTDec 20, 2024
BREEDS HILL CAPITAL LLCDec 20, 2024
MCCARTER PRIVATE WEALTH SERVICES LLCDec 20, 2024
K2/D&S MANAGEMENT CO., L.L.C.Dec 20, 2024
SPIDERROCK ADVISORS, LLCDec 20, 2024
MERITECH CAPITALDec 20, 2024
NATIONWIDE SECURITIES, LLCDec 20, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT, INCDec 20, 2024
REDWOOD INVESTMENTS, LLCDec 20, 2024
ROYCE INVESTMENT PARTNERSDec 20, 2024
ANDINA FAMILY OFFICESDec 20, 2024
LEXINGTON ADVISORS LLCDec 20, 2024
LEXINGTON PARTNERS L.P.Dec 20, 2024
EKON ADVISORS, LLCDec 20, 2024