Firms - Form ADV

NameLast Filing
STRATEGIC FINANCE & MANAGEMENT, LLCJan 07, 2025
KONDRACKI ADVISORY, LLCJan 07, 2025
GULFSTREAM FINANCIAL GROUP LLCJan 07, 2025
INVESTMENT MANAGEMENTJan 07, 2025
WEALTH ADVISORS NWJan 07, 2025
JOURNEY CAPITAL ADVISERS, LLCJan 07, 2025
EDM CAPITAL, LLCJan 07, 2025
CLARITY WEALTH MANAGEMENT, L.L.C.Jan 07, 2025
WEXFORD WEALTH ADVISORS LLCJan 07, 2025
SRS WEALTH MANGEMENTJan 07, 2025
PORTFOLIO ALLOCATORS LLCJan 07, 2025
BUOYANT FINANCIALJan 07, 2025
WILLIAMSON WEALTH MANAGEMENTJan 07, 2025
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLCJan 07, 2025
FAMILY CAPITAL ADVISORS, LLCJan 07, 2025
EXPLORER EQUITY GROUP, LLCJan 07, 2025
US FUND MANAGER LLCJan 07, 2025
CANTERBURY INVESTMENT ADVISORS LLCJan 07, 2025
WESFAIR ADVISORY GROUP, INC.Jan 07, 2025
INTELLIGENT INVESTING INCORPORATEDJan 07, 2025
TRITON INVESTMENTS, LLCJan 07, 2025
OMNI BRIDGEWAY MANAGEMENT (USA) LLCJan 07, 2025
PARALLAXES CAPITALJan 07, 2025
HEMMING& WEALTH MANAGEMENT, INC.Jan 07, 2025
WRIGHT WEALTH STRATEGIES, LLCJan 07, 2025
CAPITAL Q VENTURES INC.Jan 07, 2025
TAXDUDE FINANCIAL ADVISORJan 07, 2025
THE WEALTH OBSERVATORYJan 07, 2025
VELA CAPITAL MANAGEMENT, LLCJan 07, 2025
BOWMAN WEALTH MANAGEMENTJan 07, 2025
TENON FINANCIALJan 07, 2025
RANSOME ASSET MANAGEMENTJan 07, 2025
SOUTHERN MAGNOLIA INVESTMENT MANAGEMENT LLCJan 07, 2025
TREASURY FOUNDATIONS, INC.Jan 07, 2025
TRIAGEN WEALTH MANAGEMENT LLCJan 07, 2025
AZ LEGACY WEALTH LLCJan 07, 2025
CORAL WEALTH MANAGEMENT, LLCJan 07, 2025
KKR REGISTERED ADVISOR LLCJan 07, 2025
SHOREHAVEN WEALTH PARTNERS, LLCJan 07, 2025
ADVISOR SHARE WEALTH MANAGEMENT, LLCJan 07, 2025
VOLKMAN WEALTH MANAGEMENT, LLCJan 07, 2025
THE HIGH NET WORTH ADVISORY GROUP, LLCJan 07, 2025
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD.Jan 07, 2025
MINAS FINANCIAL PLANNINGJan 07, 2025
PETERKOFSKY, ROYJan 07, 2025
AP FINANCIAL CONTINGENCY GROUP INCJan 07, 2025
ABUNDANT ADVISORS, LLCJan 07, 2025
GUERNICA CAPITALJan 07, 2025
BAYPINE HOLDINGS LPJan 07, 2025
GUIDING FINANCIALJan 07, 2025
BARNHART WEALTH MANAGEMENTJan 07, 2025
TDT FINANCIAL INCJan 07, 2025
SNAKE RIVER INVESTMENT COUNSEL LLCJan 07, 2025
PEGASUS MANAGEMENT SERVICES L.L.C.Jan 07, 2025
BLUEPRINT FINANCIAL ADVISORSJan 07, 2025
PAVILION FINANCIAL PLANNINGJan 07, 2025
10X10Y LLCJan 07, 2025
EVOLVE WEALTH ADVISORS LPJan 07, 2025
FIRST DOWN FINANCIALJan 07, 2025
INVESTMENT ADVISORS GROUP, LLCJan 07, 2025
EKOJan 07, 2025
AMERITAS ADVISORY SERVICES, LLCJan 07, 2025
PFL PARTNERS LLCJan 07, 2025
AXIS CAPITAL MANAGEMENT, LLCJan 07, 2025
RAZOR'S EDGE VENTURES III, LLCJan 07, 2025
WHARTON WEALTH PLANNING, LLCJan 07, 2025
GOLDEN PINE ASSET MANAGEMENT LIMITEDJan 07, 2025
NETADVIZOR WEALTH LLCJan 07, 2025
GULF COAST RIAJan 07, 2025
ISO-MTS CAPITAL MANAGEMENT LPJan 07, 2025
INFUSE ASSET MANAGEMENT LPJan 07, 2025
LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.Jan 07, 2025
STEP ADVISERS, LLCJan 07, 2025
BOX HILL PRIVATE WEALTHJan 07, 2025
LIFESTYLE PLANNING, LLCJan 07, 2025
WESTERN LEVEL ADVISORS LLCJan 07, 2025
VIRTUS FINANCIAL PARTNERSJan 07, 2025
NOMURA CAPITAL MANAGEMENT LLCJan 07, 2025
VISION WEALTH MANAGEMENT, INC.Jan 07, 2025
PRR WEALTH MANAGEMENTJan 07, 2025
TAURUS FINANCIAL PLANNINGJan 07, 2025
GRAVITAS WEALTH PLANNINGJan 07, 2025
ATEGENOS CAPITAL, LLCJan 07, 2025
ADDIGENCE CORPORATIONJan 07, 2025
THEMES MANAGEMENT COMPANY LLCJan 07, 2025
DOCSHAH FINANCIAL, LLCJan 07, 2025
ALL THAT MATTERS FINANCIAL SERVICES LLPJan 07, 2025
GC WEALTH MANAGEMENT RIA, LLCJan 07, 2025
COASTAL WEALTH MANAGEMENTJan 07, 2025
VALLEY WEALTH MANAGEMENTJan 07, 2025
DELGADO PRIVATE WEALTH MANAGEMENT LLCJan 07, 2025
IYK CAPITAL, LLCJan 07, 2025
PKR INVESTMENTS, LLCJan 07, 2025
RED GRANITE WEALTH MANAGEMENTJan 07, 2025
100 PLUS PLANNINGJan 07, 2025
CORR CAPITAL MANAGEMENT LLCJan 07, 2025
EXEMPLAR WEALTH PARTNERS LLCJan 07, 2025
ENTIREMENT FINANCIAL PLANNING LLCJan 07, 2025
SUNSHINE KAPITALJan 07, 2025
CAUSEY WEALTH LLCJan 07, 2025
YOUR WEALTH FINANCIAL SOLUTIONS, LLCJan 07, 2025
NEIL A RUE, CFA INVESTMENT ADVISORJan 07, 2025
PETRICHOR ASSET MANAGEMENT LLCJan 07, 2025
GUGGENHEIM PRIVATE INVESTMENTS, LLCJan 07, 2025
BRICKWOOD ASSET MANAGEMENTJan 07, 2025
FENWICK FINANCIALJan 07, 2025
KIPI FINANCIAL PLANNING LLCJan 07, 2025
ONYX WEALTH MANAGEMENT, LLCJan 07, 2025
TEKTON WEALTH ADVISORSJan 07, 2025
VAQUITA SUN, INC.Jan 07, 2025
K2 WEALTH MANAGEMENT LLCJan 07, 2025
TRUE WEALTH RETIREMENT PARTNERS, LLCJan 07, 2025
ZEPHYR CAPITAL LLCJan 07, 2025
HORIZON WEALTHJan 07, 2025
GOOD BULL CAPITAL MANAGER, LLCJan 07, 2025
GREENPEAK MANAGEMENT GMBHJan 07, 2025
FARRER CAPITAL MANAGEMENT, PTY LTDJan 07, 2025
LINCOLNBRIDGE FINANCIAL PLANNING, LLCJan 07, 2025
BANTRY BAY CAPITAL LIMITEDJan 07, 2025
TIBERIA CAPITAL, LLCJan 07, 2025
QTS RETIREMENT SERVICES LLCJan 07, 2025
K7 CAPITAL ADVISORS LLCJan 07, 2025
ANANTIS AI CAPITAL MANAGEMENT, LLCJan 07, 2025
SONAR WEALTH, LLCJan 07, 2025
TESSELLIS CAPITAL MANAGEMENT LPJan 07, 2025
WEISBERG CAPITAL MANAGEMENTJan 07, 2025
PRINCETON INVESTMENT MANAGEMENT COMPANYJan 06, 2025
INCOME & ASSET ADVISORY, INC.Jan 06, 2025
CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITEDJan 06, 2025
FIRST PACIFIC ADVISORS, LPJan 06, 2025
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLCJan 06, 2025
UMB FINANCIAL SERVICES, INC.Jan 06, 2025
FORT SHERIDAN ADVISORS LLCJan 06, 2025
FINANCIAL ADVOCATES INVESTMENT MANAGEMENTJan 06, 2025
MCA CROSS BORDER ADVISORS INC.Jan 06, 2025
KARPUS INVESTMENT MANAGEMENTJan 06, 2025
NAPIER PARK GLOBAL CAPITAL (US) LPJan 06, 2025
ROYAL FUND MANAGEMENT, LLCJan 06, 2025
FLAGSTAR ADVISORS, INC.Jan 06, 2025
MARATHON CAPITAL MANAGEMENTJan 06, 2025
CARDEROCK CAPITAL MANAGEMENT, INC.Jan 06, 2025
BRIDGEWATER ADVISORS INC.Jan 06, 2025
VALUE PARTNERS LIMITEDJan 06, 2025
VALUE PARTNERS HONG KONG LIMITEDJan 06, 2025
CORDA INVESTMENT MANAGEMENT, LLCJan 06, 2025
MAINSTREET ADVISORSJan 06, 2025
AMERICAN SECURITIES LLCJan 06, 2025
DCMJan 06, 2025
MONTAGJan 06, 2025
SALEM PARTNERS WEALTH MANAGEMENT, LLCJan 06, 2025
GCM GROSVENOR L.P.Jan 06, 2025
SWS PARTNERS, LLCJan 06, 2025
DYNAMIC WEALTH ADVISORSJan 06, 2025
CORNERSTONE CAPITAL, INC.Jan 06, 2025
CYPRESS CAPITAL, LLCJan 06, 2025
SEAHORSE FINANCIAL ADVISERS INC.Jan 06, 2025
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INCJan 06, 2025
PORTFOLIO MANAGEMENT TECHNOLOGYJan 06, 2025
TRAJAN WEALTH, L.L.C.Jan 06, 2025
CENTRAL TRUST BANKJan 06, 2025
AM INVESTMENT STRATEGIES, LLCJan 06, 2025
COSTON AND MCISAAC INVESTMENT ADVISERS, LLCJan 06, 2025
ADAMS ASSET ADVISORS LLCJan 06, 2025
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLCJan 06, 2025
GRATTAN FINANCIAL STRATEGIES, INC.Jan 06, 2025
AMERICAN WEALTH MANAGEMENTJan 06, 2025
MILLENNIUM ADVISORY SERVICES, INC.Jan 06, 2025
IFG ADVISORS, LLCJan 06, 2025
KOVITZ INVESTMENT GROUP PARTNERS, LLCJan 06, 2025
INDEPENDENT ADVISOR ALLIANCE, LLCJan 06, 2025
VECTORGLOBAL IAG, INC.Jan 06, 2025
STRATA WEALTH ADVISORS, LLCJan 06, 2025
SYNTHESIS ADVISORS, INC.Jan 06, 2025
EQUITY FUND RESEARCH, LLCJan 06, 2025
DEWITT CAPITAL MANAGEMENT LLCJan 06, 2025
SEASONAL STRATEGYJan 06, 2025
TRADEX GLOBAL ADVISORS, LLCJan 06, 2025
SPECTRUM FINANCIAL RESOURCESJan 06, 2025
HATFIELD INSURANCE & FINANCIAL SERVICES, INC.Jan 06, 2025
TILIA FIDUCIARY PARTNERS, INC.Jan 06, 2025
BRETT JOSEY WEALTH MANAGEMENT LLCJan 06, 2025
STONECREST ADVISORS, INC.Jan 06, 2025
SHERWOOD INVESTMENTSJan 06, 2025
BAY RIVERS GROUP WEALTH PARTNERSJan 06, 2025
PCG WEALTH MANAGEMENTJan 06, 2025
SAF ADVISORS LLCJan 06, 2025
CALEDONIA US, LPJan 06, 2025
FARRAR FINANCIALSJan 06, 2025
MARK MONREAL & ASSOCIATESJan 06, 2025
DMK ADVISOR GROUP, INC.Jan 06, 2025
COMPASS FINANCIAL, LLCJan 06, 2025
INSIGHT INVESTMENT SOLUTIONSJan 06, 2025
MARKET TRENDS INVESTMENT MANAGEMENTJan 06, 2025
VESTA INVESTMENT ADVISORS, LLCJan 06, 2025
WELINSKY AND WELINSKY CPASJan 06, 2025
SMITH, BLAIRJan 06, 2025
WEALTH MANAGEMENT CONSULTANTS L.L.C.Jan 06, 2025
MONEYWELLJan 06, 2025
RLMS BUSINESS CONSULTANTSJan 06, 2025
FINANCIAL PLANNING SERVICESJan 06, 2025