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Firms - Form ADV

NameLast Filing
ATTAINABLE WEALTH LLCJan 15, 2025
ATTICUS WEALTH MANAGEMENTJan 15, 2025
HYGGE ADVISORS, LLCJan 15, 2025
ALIGNPOINT WEALTHJan 15, 2025
ABLE WEALTH MANAGEMENT LLCJan 15, 2025
VENTUM ADVISORS CORP.Jan 15, 2025
MINK BROOK ASSET MANAGEMENT LLCJan 15, 2025
GENERAL PARTNER, INC.Jan 15, 2025
DH ASSET MANAGEMENT, LLCJan 15, 2025
VERGENCE INSTITUTIONAL PARTNERS LLCJan 15, 2025
HUDSON DELAWARE PLANNING LLCJan 15, 2025
AEGIS FINANCIALJan 15, 2025
INDEPENDENT ACCESS PARTNERS, LLCJan 15, 2025
FINANCIALMD, LLCJan 15, 2025
BLUE ANCHOR WEALTH ADVISORS, LLCJan 15, 2025
PARISI CAPITALJan 15, 2025
EUDAIMON WEALTH MANAGEMENTJan 15, 2025
THOMPSON HUTTON, LLCJan 15, 2025
MAINSTREET RIA LLCJan 15, 2025
PLANVEST, LLCJan 15, 2025
DREYFUSS CAPITAL MANAGEMENT LLCJan 15, 2025
BMH CAPITAL MANAGEMENT LLCJan 15, 2025
STRIDER CAPITAL, LLCJan 15, 2025
RED & BLUE VENTURESJan 15, 2025
NJM VENCAP LLCJan 15, 2025
PHIL A. YOUNKER & ASSOCIATES, LTD.Jan 15, 2025
JADE INVESTJan 15, 2025
CHIMERA WEALTHJan 15, 2025
BLACK FINANCIAL PLANNING, LLCJan 15, 2025
SIDEKICK PARTNERS MANAGEMENT, LPJan 15, 2025
MONEY BY SCIENCE WEALTH MANAGEMENT & FINANCIAL SERVICES LLCJan 15, 2025
CURTIS WEALTH MANAGEMENT LLCJan 15, 2025
CONSTITUTION WEALTH LLCJan 15, 2025
CDB ADVISORY & CONSULTINGJan 15, 2025
FRANCIS WEALTH SOLUTIONS, LLCJan 15, 2025
ARIEL ALTERNATIVES, LLCJan 15, 2025
CAPITAL ALLIANCE WEALTH MANAGEMENTJan 15, 2025
SOUNDPATH RETIREMENT STRATEGIES, LLCJan 15, 2025
BLEND WEALTHJan 15, 2025
SILVERSTONE FINANCIAL LLCJan 15, 2025
MARRONE WEALTH MANAGEMENTJan 15, 2025
WINNOW WEALTH, LLCJan 15, 2025
SMALL VICTORIES WEALTHJan 15, 2025
FORTUNE FINANCIALJan 15, 2025
MEADOW LAKE CAPITAL LLCJan 15, 2025
GAMBIT CAPITAL MANAGEMENT, LLCJan 15, 2025
CROSSROADS WEALTH PLANNINGJan 15, 2025
CALCULATED WEALTHJan 15, 2025
INVERSIONES SURAJan 15, 2025
TAUROI TECHNOLOGIES MANAGEMENT, LLCJan 15, 2025
CORPORATE & INSTITUTIONAL SERVICES, LLCJan 15, 2025
TPL INVESTMENT MANAGEMENT, LLCJan 15, 2025
COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD.Jan 15, 2025
JIN INVESTMENT MANAGEMENT PTE. LTD.Jan 15, 2025
TIP GROUP LLCJan 15, 2025
CLEAR SPRINGS WEALTHJan 15, 2025
RETIREMENT ROOTS WEALTH MANAGEMENT LLCJan 15, 2025
UNIQUE WEALTH STRATEGIESJan 15, 2025
JOSS BROWN WEALTH ADVISORSJan 15, 2025
ALPINE FOX CAPITAL, LLCJan 15, 2025
TEN POINT WEALTH MANAGEMENT, LLCJan 15, 2025
TWINLEAF FINANCIAL ADVISORSJan 15, 2025
TRUELL FINANCIAL LLCJan 15, 2025
TRUEHAND INCJan 15, 2025
ZEN FINANCIAL PLANNING, LLCJan 15, 2025
RETIREMENT ADVICE LLCJan 15, 2025
BISON FINANCIAL GROUP, LLCJan 15, 2025
AUDIBLE WEALTH MANAGEMENTJan 15, 2025
MALCOLM CAPITAL MANAGEMENT LLCJan 15, 2025
NESTED FINANCIAL & TAX PLANNINGJan 15, 2025
GRANACE CAPITAL LLCJan 15, 2025
BARTON FINANCIAL GROUP LLCJan 15, 2025
MCCAIN CAPITAL LLCJan 15, 2025
BRIDGEWAY WEALTH MANAGEMENT, LLCJan 15, 2025
ARKA FINANCIAL SERVICES L.L.C.Jan 15, 2025
AGGREGATE FINANCIAL SERVICES, INC.Jan 15, 2025
INTENTIONAL WEALTH STRATEGIESJan 15, 2025
QEX ASSET MANAGEMENT LLCJan 15, 2025
CALM RIVER CAPITAL LLCJan 15, 2025
FLOWRATE FINANCIAL, LLCJan 15, 2025
MONEYBYRD INC.Jan 15, 2025
STAGE READY FINANCIAL PLANNINGJan 15, 2025
FIDELIS FINANCIALJan 15, 2025
TAURSAS INVESTMENTSJan 15, 2025
BROOKSIDE WEALTH PLANNINGJan 15, 2025
CATALYST WEALTH MANAGEMENT LLCJan 15, 2025
PARKER WEALTH GROUP, LLCJan 15, 2025
SHA ADVISORYJan 15, 2025
NORTH SHORE WEALTH MANAGEMENTJan 15, 2025
ALOFT FINANCIALJan 15, 2025
EASTLAKE PLANNING LLCJan 15, 2025
OLD BRIDGE WEALTH, INCJan 15, 2025
B&L WEALTH GROUP, LLCJan 15, 2025
ROW MANAGEMENT INC.Jan 15, 2025
DREW WEALTH MANAGEMENTJan 15, 2025
SHARPEDGE FINANCIALJan 15, 2025
PANDI, LLCJan 15, 2025
MOORING BAY CAPITAL MANAGEMENTJan 15, 2025
FPLF MANAGEMENT LLCJan 15, 2025
MONEY ILLUSTRATED ADVISORY SERVICESJan 15, 2025
3D HOLISTIC WEALTHJan 15, 2025
MIDWEST VALUE PLANNINGJan 15, 2025
SUMMIT CAPITAL GROUP LLCJan 15, 2025
TRISTATE WEALTH ADVISORSJan 15, 2025
APEX INVESTMENT GROUPJan 15, 2025
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCJan 15, 2025
VANTAGE EQUITY PARTNERS LLCJan 15, 2025
CAXTON ASSET MANAGEMENT (DIFC) LIMITEDJan 15, 2025
JACKSON ROSE MANAGEMENT LLCJan 15, 2025
CAXTON (SINGAPORE) PTE LTD.Jan 15, 2025
K8 MANAGEMENT, LLCJan 15, 2025
CAXTON (MONACO) S.A.M.Jan 15, 2025
HUIDONG SECURITIES INVESTMENT CO., LTDJan 15, 2025
CAXTON EUROPE LLPJan 15, 2025
BATTELL HOLDINGS MANAGEMENT, LLCJan 15, 2025
DEER LAKE STRATEGIC MANAGEMENT, LLCJan 15, 2025
ASTRAEUS GLOBAL MANAGEMENT, LLCJan 15, 2025
ROGUE RUSSELL INVESTMENTSJan 15, 2025
JAMES EQUITY MANAGEMENT, LLCJan 15, 2025
CLARION WEALTH MANAGEMENT PARTNERSJan 15, 2025
ARIA WEALTH PARTNERSJan 15, 2025
KYO ASSET MANAGEMENT, LLCJan 15, 2025
ONE-UP FINANCIALJan 15, 2025
HWM WEALTH MANAGEMENT LLCJan 15, 2025
CANTERBURY CONSULTING INCORPORATEDJan 14, 2025
REA WEALTH MANAGEMENTJan 14, 2025
PROFESSIONAL PLANNING GROUPJan 14, 2025
AMERRA CAPITAL MANAGEMENT, LLCJan 14, 2025
BFO INVESTMENTS LLCJan 14, 2025
TIEDEMANN ADVISORS, LLCJan 14, 2025
K R FINANCIAL LLCJan 14, 2025
D. SCOTT NEAL, INC.Jan 14, 2025
GABLES CAPITAL MANAGEMENT, INC.Jan 14, 2025
CVC ADVISORS (U.S.) INC.Jan 14, 2025
GLOBAL VALUE INVESTMENT CORPORATIONJan 14, 2025
SITKA PACIFIC CAPITAL MANAGEMENT, LLCJan 14, 2025
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLCJan 14, 2025
TRIANGLE WEALTH MANAGEMENTJan 14, 2025
STEFFES FINANCIAL, LTDJan 14, 2025
BCG SECURITIES, INC.Jan 14, 2025
DUBIN CLARKJan 14, 2025
FNB WEALTH MANAGEMENTJan 14, 2025
CREDIT SUISSE SECURITIES (USA) LLCJan 14, 2025
BLOOM ADVISORSJan 14, 2025
TRPC ADVISORY SERVICESJan 14, 2025
WASATCH ADVISORS LPJan 14, 2025
SGL FINANCIAL, LLCJan 14, 2025
RAYMOND JAMES (USA) LTDJan 14, 2025
KIRKOSWALD CAPITAL PARTNERS LLPJan 14, 2025
DWS INVESTMENTS HONG KONG LIMITEDJan 14, 2025
ALIDADE CAPITAL, LLCJan 14, 2025
SENTINEL WEALTH MANAGEMENT, INC.Jan 14, 2025
MARKETRIDERSJan 14, 2025
FAMILY INVESTMENT CENTERJan 14, 2025
YHB INVESTMENT ADVISORS INCJan 14, 2025
MONARCHJan 14, 2025
BALLENTINE PARTNERSJan 14, 2025
M.D. SASS, LLCJan 14, 2025
DWS INVESTMENTS AUSTRALIA LIMITEDJan 14, 2025
ALDRICH WEALTH LPJan 14, 2025
LEEB CAPITAL MANAGEMENT, INC.Jan 14, 2025
DWS ALTERNATIVES GLOBAL LIMITEDJan 14, 2025
OBERMEYER WEALTH PARTNERSJan 14, 2025
BALENTINEJan 14, 2025
BERTOLET CAPITAL LLCJan 14, 2025
DWS INTERNATIONAL GMBHJan 14, 2025
RUTHERFORD ASSET PLANNING, INC.Jan 14, 2025
RK ASSET MANAGEMENTJan 14, 2025
ESSEX LLCJan 14, 2025
STRATEGIC ASSET ALLIANCEJan 14, 2025
CULLEN ASSET MANAGEMENTJan 14, 2025
LEVINE, DAVID ALANJan 14, 2025
VALUE HOLDINGS MANAGEMENT CO. LLCJan 14, 2025
FPL CAPITAL MANAGEMENT, LLCJan 14, 2025
BGM WEALTH MANAGEMENTJan 14, 2025
GUARDIAN WEALTH STRATEGIES, LLCJan 14, 2025
SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLCJan 14, 2025
ADVISOR.INVESTMENTSJan 14, 2025
MARNELL MANAGEMENT LLCJan 14, 2025
SYCAMORE PARTNERSJan 14, 2025
FIRST PACIFIC FINANCIAL, INC.Jan 14, 2025
FACETJan 14, 2025
HUMMEL WEALTH MANAGEMENT, LLCJan 14, 2025
BLUESPHERE ADVISORS LLCJan 14, 2025
WEST FINANCIAL ADVISORS, L.L.C.Jan 14, 2025
KUTZ AND COMPANY INC.Jan 14, 2025
MONETARY SOLUTIONS, LTD.Jan 14, 2025
MOSAIC WEALTH MANAGEMENT, L.L.C.Jan 14, 2025
LINEGUARD INVESTMENTS, LLCJan 14, 2025
PREMIER FINANCIAL PLANNING, INC.Jan 14, 2025
MARINER WEALTHJan 14, 2025
MOONSAIL CAPITAL LLCJan 14, 2025
STRATEGENT FINANCIAL, LLCJan 14, 2025
YOUR PRIVATE CLIENT GROUP, INC.Jan 14, 2025
CIMJan 14, 2025
GEHRIG CAPITAL MANAGEMENT, INC.Jan 14, 2025
KEY CONCERNS INCJan 14, 2025
AIO FINANCIAL, LLCJan 14, 2025
RHONDA L RUSSELLJan 14, 2025
CALLAHAN INVESTMENT ADVISOR, LLCJan 14, 2025