Firms - Form ADV

NameLast Filing
E.C. KRAYTON ASSOCIATES, INC.Jan 04, 2025
RAISONNE & HAMMER PRICE CORPORATIONJan 04, 2025
SLALOM WEALTH MANAGEMENT, LLCJan 04, 2025
AVALON FINANCIAL LLCJan 04, 2025
BERETS FINANCIAL SERVICES LLCJan 04, 2025
SECTION INTEGRITY WEALTH MANAGEMENTJan 04, 2025
LEFT COAST INVESTMENT STRATEGIES LLCJan 04, 2025
GEM HOLDINGS LLCJan 04, 2025
WEXLER FINANCIAL GROUPJan 04, 2025
UNITY GROWTH FUND I LLCJan 04, 2025
FINEASE CONSULTINGJan 04, 2025
80 RODS ADVISORS LLCJan 04, 2025
RED OAK FINANCIAL GROUPJan 03, 2025
M. KRAUS & COMPANYJan 03, 2025
ASPIRIANT, LLCJan 03, 2025
KESTRA ADVISORY SERVICES, LLCJan 03, 2025
MERIDIAN INVESTMENT ADVISORS, INC.Jan 03, 2025
KESTRA PRIVATE WEALTH SERVICES, LLCJan 03, 2025
JANNEY MONTGOMERY SCOTT LLCJan 03, 2025
NEXT FINANCIAL GROUP, INC.Jan 03, 2025
COATUE MANAGEMENT, L.L.C.Jan 03, 2025
CAPSTONE CAPITAL WEALTH ADVISORSJan 03, 2025
NANTUCKET MULTI MANAGERS, LLCJan 03, 2025
WESTERN INTERNATIONAL SECURITIESJan 03, 2025
JOHN E. SESTINA AND COMPANYJan 03, 2025
QBOX FIDUCIARY SOLUTIONS, LLCJan 03, 2025
SORRENTO PACIFIC FINANCIAL, LLCJan 03, 2025
M1 FINANCEJan 03, 2025
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCJan 03, 2025
WESTPARK CAPITAL, INC.Jan 03, 2025
CADARET GRANT & CO INCJan 03, 2025
JACKSON, GRANT INVESTMENT ADVISERS, INC.Jan 03, 2025
TRICON RESIDENTIALJan 03, 2025
CAPITAL FUND MANAGEMENT S.A.Jan 03, 2025
EARNED WEALTH ADVISORS, LLCJan 03, 2025
CENTERBRIDGE PARTNERS, L.P.Jan 03, 2025
SUMMIT PARTNERS, L.P.Jan 03, 2025
SUMMIT PARTNERS CREDIT ADVISORS, L.P.Jan 03, 2025
CUSO FINANCIAL SERVICES, L.P.Jan 03, 2025
OPENGATE CAPITAL MANAGEMENT, LLCJan 03, 2025
JANNEY CAPITAL MANAGEMENT LLCJan 03, 2025
WEALTH OKLAHOMAJan 03, 2025
PRIVATE CLIENT ASSET MANAGEMENT, INC.Jan 03, 2025
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANYJan 03, 2025
GREENHAVEN ASSOCIATES INCJan 03, 2025
WORLD ADVISORY SERVICESJan 03, 2025
IFG ADVISORY, LLCJan 03, 2025
WERLINICH ASSET MANAGEMENT, L.L.C.Jan 03, 2025
TFO FAMILY OFFICE PARTNERSJan 03, 2025
SCF INVESTMENT ADVISORS, INC.Jan 03, 2025
ANTARES CAPITAL CORPORATIONJan 03, 2025
PARSONEX ADVISORY SERVICES, INC.Jan 03, 2025
MARATHON PARTNERS EQUITY MANAGEMENT, LLCJan 03, 2025
BENSON INVESTMENT MANAGEMENT COMPANY, INC.Jan 03, 2025
MATRIX CAPITAL MANAGEMENT COMPANY, LPJan 03, 2025
FENIMORE ASSET MANAGEMENT, INC.Jan 03, 2025
4THOUGHT FINANCIAL GROUP INC.Jan 03, 2025
MARLIN SAMS CAPITAL MANAGEMENT, LLCJan 03, 2025
ONEASCENT FINANCIAL SERVICES LLCJan 03, 2025
CEDARGOLD CONSULTING INC.Jan 03, 2025
MILLS WEALTH ADVISORS, LLCJan 03, 2025
SIEBERT ADVISORNXT, LLC.Jan 03, 2025
WESBAN FINANCIAL CONSULTANTS, P.C.Jan 03, 2025
INSIGHT FINANCIAL SERVICESJan 03, 2025
KENSINGTON AMI, LLCJan 03, 2025
THE MERIDIAN BUSINESS GROUP, LTDJan 03, 2025
FINANCIAL MANAGEMENT, INC.Jan 03, 2025
PERSONAL LEGACY PLANNERSJan 03, 2025
HARLOW WEALTH MANAGEMENT, INC.Jan 03, 2025
CHELSEA ADVISORY SERVICES, INCJan 03, 2025
CAPITA FINANCIAL NETWORK, LLCJan 03, 2025
D/B/A FINANCIAL AWARENESS INSTITUTEJan 03, 2025
GOGATE, UDAY S.Jan 03, 2025
INVESTED INTERESTS, LLCJan 03, 2025
DAVID BECK FINANCIAL SERVICES LLCJan 03, 2025
GERRITZ WEALTH MANAGEMENT, INC.Jan 03, 2025
SEIWELL ADVISORS, LLCJan 03, 2025
ARETE CAPITAL MANAGEMENTJan 03, 2025
AIS FINANCIALJan 03, 2025
DABK FINANCIAL PLANNING SERVICESJan 03, 2025
LUSSENHEIDE CAPITAL MANAGEMENT, INCJan 03, 2025
DONALIES FINANCIAL PLANNING, LLCJan 03, 2025
AA FINANCIAL ADVISORS, LLCJan 03, 2025
NEW YORK FINANCIAL AVP, LLCJan 03, 2025
PROACTIVE WEALTH MANAGEMENTJan 03, 2025
NORTH HAVEN FINANCIAL LLCJan 03, 2025
MODERN CAPITAL CONCEPTSJan 03, 2025
TAOS INVESTMENT ADVISORS, LLCJan 03, 2025
EBERT CAPITAL MANAGEMENT INC.Jan 03, 2025
COURSE 26, LLCJan 03, 2025
I2I ANALYTICS, LLCJan 03, 2025
WINDEMERE ADVISORS, LLCJan 03, 2025
BENNINGTON FINANCIAL PLANNING GROUPJan 03, 2025
WAYPOINT FINANCIAL, LLCJan 03, 2025
PAISLEY FINANCIAL LLCJan 03, 2025
VALUE INVESTING AND MANAGEMENT, INC.Jan 03, 2025
MOORE FINANCIAL ADVISORS, LTD.Jan 03, 2025
LODESTAR FINANCIAL MANAGEMENT, LLCJan 03, 2025
MAGPIE CONSULTING LLCJan 03, 2025
PRIORITY FINANCIAL ADVISORS, LLCJan 03, 2025
CASULL FINANCIAL ADVISORY, LLCJan 03, 2025
WESTLAKE ADVISORSJan 03, 2025
SERVANT WEALTH MANAGEMENT LLCJan 03, 2025
APPLIED ADVISORJan 03, 2025
FILIPPINI INVESTMENT ADVISORYJan 03, 2025
WEALTH-BUILDERS, INC.Jan 03, 2025
DOBBINS CAPITAL MANAGEMENTJan 03, 2025
POTOMAC INVESTMENT MANAGEMENT, INC.Jan 03, 2025
ACCOUNTABLE FINANCIAL PLANNING LLCJan 03, 2025
FNJ 3, LLCJan 03, 2025
SIZEMORE CAPITAL MANAGEMENT, LLCJan 03, 2025
MANTZ, MICHELE MJan 03, 2025
DELAP WEALTH ADVISORY, LLCJan 03, 2025
BARRETT WEALTH CONNECTION LLCJan 03, 2025
JOHN NAVIN NAVIDOMSKIS IVJan 03, 2025
BARSON FINANCIAL PLANNINGJan 03, 2025
UNIFIED WEALTH MANAGEMENT LLCJan 03, 2025
ORION-ARCHSTONE ASSET MANAGEMENT INC.Jan 03, 2025
VANDENBURG CAPITAL MANAGEMENTJan 03, 2025
ZOE FINANCIAL, INC.Jan 03, 2025
LAKE LIFE WEALTH ADVISORY GROUPJan 03, 2025
ELBRUS PARTNERS, LLCJan 03, 2025
MB FINANCIAL PLANNING LLCJan 03, 2025
LEWIS WEALTH MANAGEMENT, LLCJan 03, 2025
CLEAR WATERS FINANCIAL NETWORK LLCJan 03, 2025
CAPITAL PARTNERS WEALTH MANAGEMENTJan 03, 2025
DRM WEALTH MANAGEMENTJan 03, 2025
QUANTUM FINANCIAL LLCJan 03, 2025
WITTENBERG INVESTMENTS INC.Jan 03, 2025
10 KEY CONSULTING, LLCJan 03, 2025
A-TEAM FINANCIAL INVESTMENTSJan 03, 2025
EASTERLY INVESTMENT PARTNERS LLCJan 03, 2025
E2PJan 03, 2025
ARROW INVESTMENT MANAGEMENT LLCJan 03, 2025
SERENITY WEALTH ADVISORS LLCJan 03, 2025
MAKE WAY WEALTH MANAGEMENTJan 03, 2025
SAGE ADVISORS, LLCJan 03, 2025
DESIGN LIFE'S JOURNEY, LLCJan 03, 2025
HORIZON ADVISORS, LLCJan 03, 2025
LEGACY KNIGHT MFO, LLCJan 03, 2025
GEORGIA ADVISORY GROUP LLCJan 03, 2025
ASSUREDPARTNERS INVESTMENT ADVISORSJan 03, 2025
PREVETT FINANCIALJan 03, 2025
MASTERS TAX AND FINANCIAL PLANNING LLCJan 03, 2025
CLEARFP ADVISORS, LLCJan 03, 2025
WEALTHPLAN INVESTMENT MANAGEMENT LLCJan 03, 2025
BOYD CAPITALJan 03, 2025
PHARMD FINANCIAL PLANNING LLCJan 03, 2025
ARCADIA WEALTH LLCJan 03, 2025
GROVE POINT ADVISORS, LLCJan 03, 2025
SHORES EDGE FINANCIAL LLCJan 03, 2025
FINIAL POINT CAPITAL MANAGEMENT LLCJan 03, 2025
ALLEY COMPANYJan 03, 2025
GREENROOTS CAPITAL MANAGEMENT, LLCJan 03, 2025
TRIPLETAIL WEALTH MANAGEMENTJan 03, 2025
PORTMAN SQUARE CAPITAL LLPJan 03, 2025
ANSA CAPITAL MANAGEMENT, LLCJan 03, 2025
BLUE ELM ADVISORSJan 03, 2025
MEAG NEW YORK CORPORATIONJan 03, 2025
RETIREMENT INCOME STRATEGIES INC.Jan 03, 2025
49 FINANCIALJan 03, 2025
AVID WEALTH PARTNERS, LLCJan 03, 2025
CLARK BROWN, LLCJan 03, 2025
RATIONAL CAPITAL ADVISORS LLCJan 03, 2025
FIND YOUR FIJan 03, 2025
VANLOOZEN, GABRIELJan 03, 2025
RUDOI S.R.L.Jan 03, 2025
VECRESTJan 03, 2025
TRUEDGE ASSET MANAGEMENT LLCJan 03, 2025
ADVICEMIND LLCJan 03, 2025
FIFTH POINTEJan 03, 2025
ACCELERATE RETIREMENTJan 03, 2025
ESG WEALTH ADVISORSJan 03, 2025
WEST PINE 43 LLCJan 03, 2025
BONANNI, FRANKJan 03, 2025
NUVERN WEALTH ADVISORS LLCJan 03, 2025
HHL WEALTH ADVISORS INC.Jan 03, 2025
44 NORTH CAPITAL, LLCJan 03, 2025
LIFEGOAL WEALTH ADVISORS LLCJan 03, 2025
DAVID RHODES CANNON, C.P.A., LLCJan 03, 2025
GROWTH HORIZONS WEALTH MANAGEMENT LLCJan 03, 2025
OVERLAND ADVISORS, LLCJan 03, 2025
MORGAN-ALY WEALTH MANAGEMENT, LLCJan 03, 2025
LAYERED FINANCIAL, LLCJan 03, 2025
EMBARCADERO CAPITAL ADVISORS, INC.Jan 03, 2025
BALL INVESTMENTS CORPORATIONJan 03, 2025
RLN WEALTHJan 03, 2025
CONSTANTJan 03, 2025
ALPHAVISTA ASSET MANAGEMENT LLCJan 03, 2025
CHECKPOINT FINANCIAL PLANNINGJan 03, 2025
GHOST STRATEGIES LLCJan 03, 2025
JESKE ASSET MANAGEMENT, LLCJan 03, 2025
STONE PILLARS WEALTH MANAGEMENTJan 03, 2025
EQUITYFTWJan 03, 2025
NSI MANAGEMENT, LLCJan 03, 2025
DOCEMPOWERED, LLCJan 03, 2025
HIGHER IMPACT FINANCIAL, LLCJan 03, 2025
CANTATA WEALTH MANAGEMENT, LLCJan 03, 2025
NIOBRARA CAPITAL PARTNERSJan 03, 2025
NET FINANCIALJan 03, 2025