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Firms - Form ADV

NameLast Filing
GRIMES & COMPANYOct 22, 2026
SPRUCEVIEW CAPITAL PARTNERS LLCOct 22, 2026
EVELYN PARTNERS ASSET MANAGEMENT LIMITEDOct 22, 2026
RB CAPITAL MANAGEMENT, LLCOct 22, 2026
GREY LEDGE ADVISORS, LLCOct 22, 2026
HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLCOct 22, 2026
ROTHSCHILD INVESTMENTOct 22, 2026
WEALTH ANALYTICS PARTNERS, LLCOct 22, 2026
ATIVO CAPITAL MANAGEMENT, LLCOct 22, 2026
KATZ FAMILY FINANCIAL ADVISORS, LLCOct 22, 2026
CWM, LLCOct 22, 2026
WFM ASIA (BVI) LIMITEDOct 22, 2026
WFM ASIA (HK) LIMITEDOct 22, 2026
STIFEL, NICOLAUS & COMPANY, INCORPORATEDOct 22, 2026
VANGUARD ADVISERS, INC.Oct 22, 2026
SILVER LAKE TECHNOLOGY MANAGEMENT, LLCOct 22, 2026
VOYA FINANCIAL ADVISORS, INC.Oct 22, 2026
MASON STREET ADVISORS, LLCOct 22, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLCOct 22, 2026
REGATTA CAPITAL GROUP, LLCOct 22, 2026
ALTOS VENTURES MANAGEMENT, INC.Oct 22, 2026
GENNX360 MANAGEMENT COMPANY, LLCOct 22, 2026
MERRION INVESTMENT MANAGEMENT CO, LLCOct 22, 2026
WINDWARD CAPITAL MANAGEMENT COOct 22, 2026
BALLENTINE PARTNERSOct 22, 2026
BRISTLECONE VALUE PARTNERS, LLCOct 22, 2026
EASTSPRING INVESTMENTS (SINGAPORE) LIMITEDOct 22, 2026
CROSSGATE WEALTH ADVISORS, LLCOct 22, 2026
FERMAT CAPITAL MANAGEMENT, LLCOct 22, 2026
RAUB BROCK CAPITAL MANAGEMENT, LPOct 22, 2026
WEALTH ADVISORS GROUPOct 22, 2026
S.B. VALUE PARTNERS, L.P.Oct 22, 2026
RAINE CAPITAL LLCOct 22, 2026
CARY STREET PARTNERSOct 22, 2026
COLBERT INVESTMENT MANAGEMENT COOct 22, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC.Oct 22, 2026
16TH AMENDMENT ADVISORS LLCOct 22, 2026
SELLWOOD INVESTMENT PARTNERS LLCOct 22, 2026
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.Oct 22, 2026
SIRIOS CAPITAL MANAGEMENT, L.P.Oct 22, 2026
KINGSVIEW WEALTH MANAGEMENT, LLCOct 22, 2026
VERMILLION WEALTH MANAGEMENT INC.Oct 22, 2026
WALKER ASSET MANAGEMENT, LLCOct 22, 2026
CRABEL CAPITAL MANAGEMENT, LLCOct 22, 2026
BRICKLEY WEALTH MANAGEMENTOct 22, 2026
C2 PRIVATE WEALTHOct 22, 2026
PRIME CAPITAL FINANCIALOct 22, 2026
XYPN SAPPHIREOct 22, 2026
ARKADIOS WEALTH ADVISORSOct 22, 2026
CARY STREET PARTNERS ASSET MANAGEMENTOct 22, 2026
HIXON ZUERCHER CAPITAL MANAGEMENTOct 22, 2026