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Firms - Form ADV

NameLast Filing
PINNACLE PARTNER MANAGEMENT LLCJan 13, 2025
MANGROVE ADVISORS, LLCJan 13, 2025
TWO THREE FIVEJan 13, 2025
PIANOFORTE CAPITALJan 13, 2025
CRANE FINANCIAL SOLUTIONSJan 13, 2025
TAXADVISOR365Jan 13, 2025
SOPHRONIA WEALTH ADVISORSJan 13, 2025
PLC INVESTMENT SOLUTIONS, LLCJan 13, 2025
CLOUDALPHA CAPITAL MANAGEMENT LIMITEDJan 13, 2025
SIGMA3CAPITAL LLCJan 13, 2025
DA WEALTH ADVISORSJan 13, 2025
NEW CLIMATE VENTURES MANAGEMENT, LLCJan 13, 2025
ALIGN INVESTMENT RESEARCH, LLCJan 13, 2025
CALAFIA GROUPJan 13, 2025
TWO TREE FINANCIALJan 13, 2025
STONE TEMPLE PARTNERS LLCJan 13, 2025
COLLABORATIVE PORTFOLIO MANAGEMENTJan 13, 2025
SIERRA HOTEL FINANCIAL LLCJan 13, 2025
WOLFHOUND WEALTHJan 13, 2025
BENARI CAPITAL, LLCJan 13, 2025
BLUE MONARCH FINANCIAL INC.Jan 13, 2025
PANORAMA FINANCIAL LLCJan 13, 2025
HAWKEYE CAPITAL ADVISORS LLCJan 13, 2025
PINNACLE HILL PARTNERS LPJan 13, 2025
GREAT OCEAN ROAD FINANCIALJan 13, 2025
SENDERA WEALTH ADVISORSJan 13, 2025
SKYRIVER CAPITAL MANAGEMENT, LPJan 13, 2025
KMD INVESTMENTS MANAGER, LLCJan 13, 2025
PACTJan 13, 2025
KNOX PARK CAPITALJan 13, 2025
ACTIO CAPITAL MANAGER, LLCJan 13, 2025
BASALT WEALTH INC.Jan 13, 2025
MIDAS CAPITAL MANAGEMENTJan 13, 2025
CRESTVIEW WEALTH MANAGEMENT, LLCJan 13, 2025
BURKE & COMPANY CAPITAL GROWTHJan 13, 2025
MARK T. HARVEY INVESTMENTSJan 12, 2025
ALVA CAPITAL MANAGEMENT, LLCJan 12, 2025
CSW PARTNERS, LLCJan 12, 2025
GAN PRIVATE WEALTH MANAGEMENT LLCJan 12, 2025
EMW CAPITAL ADVISORS, LLCJan 12, 2025
J.P. DIVERSIFIED ASSET MANAGEMENT LLCJan 12, 2025
FLETCHER FINANCIAL GROUPJan 12, 2025
CIMARRON CAPITAL MANAGEMENT, LLCJan 12, 2025
MCCURDY & ANDREW INVESTMENTS, LLCJan 12, 2025
FINTEGRITYJan 12, 2025
JH KAUFMAN LLCJan 12, 2025
MODERN WEALTH LLCJan 12, 2025
RETIREMENT PLANNING SOLUTIONS, LLCJan 12, 2025
GRAIL CAPITAL LLCJan 12, 2025
WEALTHPENN.COM LLCJan 12, 2025
TOBA FINANCIALJan 12, 2025
LNC PARTNERSJan 12, 2025
FACTS WEALTH & FIDUCIARY ADVISORSJan 12, 2025
CAPROCK WEALTH MANAGEMENTJan 12, 2025
COSTA, ANDREJan 11, 2025
JAMERSON-CROSBY INVESTMENT ADVISORS LLCJan 11, 2025
UPPER 90 INVESTMENT ADVISORSJan 11, 2025
T. CLARK & ASSOCIATESJan 11, 2025
ORCHARD ADVISORSJan 11, 2025
BIG CEDAR INVESTMENT ADVISORSJan 11, 2025
APPLE TREE WEALTH MANAGEMENT, LLCJan 11, 2025
JOHN M. PENTZ, LLCJan 11, 2025
KOPP FINANCIALJan 11, 2025
OADE FINANCIALJan 11, 2025
JOSHI CAPITAL MANAGEMENT, LLCJan 11, 2025
FORTRESS CAPITALJan 11, 2025
BV MGMT, LLCJan 11, 2025
CLARITY WEALTH MANAGEMENT LLCJan 11, 2025
GLENVIEW WEALTH LLCJan 11, 2025
SCENIUS CAPITAL MANAGEMENT LLCJan 11, 2025
EHRENKRANZ PARTNERS L.P.Jan 10, 2025
E&E ADVISORS L.P.Jan 10, 2025
PORTFOLIO WEALTH ADVISORSJan 10, 2025
SHOREVIEW INDUSTRIES II, LLCJan 10, 2025
HALL CAPITAL PARTNERS LLCJan 10, 2025
E CAPITAL MANAGEMENT L.P.Jan 10, 2025
MONETARY MANAGEMENT GROUP INCJan 10, 2025
SFE INVESTMENT COUNSEL INC.Jan 10, 2025
WEDBUSH SECURITIES INC.Jan 10, 2025
FSA INVESTMENT GROUP, LLCJan 10, 2025
CAHABA WEALTH MANAGEMENT, INC.Jan 10, 2025
LONGPOINT PARTNERS LPJan 10, 2025
SMI ADVISORY SERVICES, LLCJan 10, 2025
ARGENT CAPITAL MANAGEMENT LLCJan 10, 2025
EAST ROCK CAPITAL, LLCJan 10, 2025
SANDERS BOOZE CAPITAL ADVISORS, LLCJan 10, 2025
NORTHROCK PARTNERS, LLCJan 10, 2025
COLLIERS SECURITIES LLCJan 10, 2025
PERENNIALJan 10, 2025
J.P. MORGAN PRIVATE WEALTH ADVISORS LLCJan 10, 2025
PUTNAM INVESTMENT MANAGEMENT, LLCJan 10, 2025
GRAHAM PARTNERSJan 10, 2025
FIRST ASSOCIATED INVESTMENT ADVISORS, INC.Jan 10, 2025
FOCUSED WEALTH MANAGEMENT, INC.Jan 10, 2025
AROSA CAPITAL MANAGEMENT LPJan 10, 2025
ALPHACORE CAPITAL LLCJan 10, 2025
WAVERLY ADVISORS, LLCJan 10, 2025
SERENGETI ASSET MANAGEMENT LPJan 10, 2025
EW HEALTHCARE PARTNERSJan 10, 2025
ROSE PARK ADVISORS, LLCJan 10, 2025
ORCA INVESTMENT MANAGEMENT, LLCJan 10, 2025
FLYING POINT FINANCIAL, INC.Jan 10, 2025
HALBERT HARGROVEJan 10, 2025
HOWARD CAPITAL MANAGEMENT, INC.Jan 10, 2025
INDEPENDENT FINANCIAL GROUP, LLCJan 10, 2025
MARBLE BAR ASSET MANAGEMENT LLPJan 10, 2025
BOK FINANCIAL ADVISORSJan 10, 2025
THE MONEYPAPER ADVISOR, INC.Jan 10, 2025
BULL BEAR INVESTMENT MANAGEMENT LLCJan 10, 2025
WEYBOSSET RESEARCH & MANAGEMENT, LLCJan 10, 2025
VINCI PARTNERS USAJan 10, 2025
GRANITE VENTURES LLCJan 10, 2025
REINHART PARTNERS, LLCJan 10, 2025
GRANDVIEW DELIGHT, LLCJan 10, 2025
SHP WEALTH MANAGEMENT, LLCJan 10, 2025
DIVERGENT PLANNINGJan 10, 2025
AVESTAR CAPITAL, LLCJan 10, 2025
IRONBRIDGE PRIVATE WEALTH, LLCJan 10, 2025
CALABASAS ADVISORY GROUP, LLCJan 10, 2025
RESOLVE CAPITAL MANAGEMENT LLCJan 10, 2025
CHRISTINE MESSMER, P.C.Jan 10, 2025
SHORELINE WEALTH ADVISORSJan 10, 2025
THE FREEDOM EXPERIENCE, INC.Jan 10, 2025
VICTORY WEALTH MANAGEMENT, LLCJan 10, 2025
SANDER CAPITAL ADVISORS, INC.Jan 10, 2025
P38 ENTERPRISES, INC.Jan 10, 2025
PRINCIPLE WEALTHJan 10, 2025
DRAPER FISHER JURVETSONJan 10, 2025
PANORAMIC INVESTMENT ADVISORSJan 10, 2025
WEALTH COVENANT GROUP LLCJan 10, 2025
BURRIS WEALTH MANAGEMENT, INC.Jan 10, 2025
EMERALD HAVEN INVESTMENTS CORPJan 10, 2025
LEONARD JR., GARY A.Jan 10, 2025
TUVIN & TUVIN, LTD.Jan 10, 2025
CROSBY ADVISORY GROUP, LLCJan 10, 2025
SOLARI FINANCIAL PLANNING, LLCJan 10, 2025
TWIN CITIES RETIREMENT GROUPJan 10, 2025
MCCANN WEALTH STRATEGIES,INC.Jan 10, 2025
CLAUDIA MARIE BAILEYJan 10, 2025
MISSION FINANCIAL PLANNING, INC.Jan 10, 2025
OPTIMAL PLANNING LLCJan 10, 2025
PRISM FINANCIAL PLANNING, LLCJan 10, 2025
TIMOTHY FINANCIAL COUNSEL, INC.Jan 10, 2025
PARTNER WEALTH MANAGEMENT, LLCJan 10, 2025
SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLCJan 10, 2025
BYWJan 10, 2025
NORTHEAST CAPITAL MANAGEMENT, INC.Jan 10, 2025
MERCER ASSET MANAGEMENT, INC.Jan 10, 2025
ARK ADVISORS LLCJan 10, 2025
JAMES S. MARROQUIN, CFPJan 10, 2025
PLAN2RETIREJan 10, 2025
KING CAPITAL MANAGEMENT LLCJan 10, 2025
CLUTCH CAPITAL MANAGEMENT, LLCJan 10, 2025
ZENITH INVESTMENTSJan 10, 2025
MASANI WEALTH MANAGEMENT, LLCJan 10, 2025
HARBOR ASSET PLANNING, INC.Jan 10, 2025
CORNERSTONE FINANCIAL CONSULTING LLCJan 10, 2025
MUMM ENTERPRISES, L.L.C.Jan 10, 2025
GIUSTI, RICHARD JOHNJan 10, 2025
CAPITAL PLANNING WEALTH MANAGEMENTJan 10, 2025
PROFUSION FINANCIALJan 10, 2025
JTD FINANCIAL SERVICES, LLCJan 10, 2025
MTR FINANCIAL SERVICES, LLCJan 10, 2025
AMERICAN MARKET ADVISORS, INC.Jan 10, 2025
SEATTLE ASSET MANAGEMENT, INC.Jan 10, 2025
CITY CENTER ADVISORS, LLCJan 10, 2025
HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLCJan 10, 2025
LAKESIDE NORTH CAPITAL ADVISORS, LLCJan 10, 2025
RAMSDELL CAPITAL MANAGEMENT, LLCJan 10, 2025
SEQUOIA WEALTH, LLCJan 10, 2025
I AM, INC.Jan 10, 2025
SEAGRASS FINANCIAL, LLCJan 10, 2025
BRIGHTWOOD VENTURES, LLCJan 10, 2025
LINDA L. GRAFF, C.P.A., P.C.Jan 10, 2025
BRIAN SLY AND COMPANYJan 10, 2025
STEVE BASS & ASSOCIATES, INC.Jan 10, 2025
JA INVESTMENT MANAGEMENT, LLCJan 10, 2025
PERFORMANCE TRACKING INC.Jan 10, 2025
SUMMIT INVESTMENTS, INC.Jan 10, 2025
SCHUTTE FINANCIAL LLCJan 10, 2025
WELLSPRING FINANCIAL, LLCJan 10, 2025
MY HARVEST FIELD FINANCIAL LLCJan 10, 2025
COOPER FINANCIAL INVESTMENTS, LLCJan 10, 2025
BEACON CAPITAL, LLCJan 10, 2025
SPIRIT WEST ADVISORS, LLCJan 10, 2025
THE RETIREMENT OPTIMIZATION GROUP, LLCJan 10, 2025
OK401K, INC.Jan 10, 2025
HEIGHTS INVESTMENT PARTNERS, LLCJan 10, 2025
NYLREM ASSET MANAGEMENT, LLCJan 10, 2025
HOFFMAN CAPITAL ADVISORS LLCJan 10, 2025
LIFE AFTER GRIEF FINANCIAL PLANNINGJan 10, 2025
OCEAN BREEZE WEALTH LLCJan 10, 2025
INFINITY FINANCIAL STRATEGIES, LLCJan 10, 2025
BLUEVIEW INVESTMENT LLCJan 10, 2025
URS ADVISORYJan 10, 2025
BENEFIT FIDUCIARY GROUP LLCJan 10, 2025
NEW ENGLAND FINANCIAL GROUPJan 10, 2025
MD WEALTH MANAGEMENT, LLCJan 10, 2025
VENTOUX FINANCIAL ADVISORS, LLCJan 10, 2025
BELGRAVE SQUARE ADVISORSJan 10, 2025