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           19 May, 2024
 
    
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Registered Investment Advisors

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Farnam Financial (Popularity: )
https://www.farnamfinancial.com
Farnam Financial is an independent investment advisory firm that serves clients in retirement or nearing it. We provide portfolio management, ...

Beam Capital Management, LLC (Popularity: )
http://www.beamcap.com/
An independent investment management and advisory firm catering to individuals, foundations, endowments, and corporate retirement plans. New York, NY, USA.

Obermeyer Asset Management Company (Popularity: )
http://www.obermeyerasset.com/
Core business is investing for individuals, corporations and foundations.

Diamond Hill Capital Management, Inc. (Popularity: )
http://www.diamond-hill.com/
Provides separately managed investment portfolios for individuals and institutional clients, serves as the advisor to Diamond Hill mutual funds.

Southbrook Capital Management LLC (Popularity: )
http://www.southbrookcapital.com/
A registered investment advisor specializing in mortgage and asset backed securities.

Portfolio Capital Management (Popularity: )
http://www.portfoliocapital.com/
Registered investment advisors and portfolio managers. Describes investment services plus investment performance, staff and contact information.

The Lam Group Inc. (Popularity: )
http://www.thelamgroup.com/
A registered investment advisory firm. Specialize in providing investment advice and management, as well as providing consulting services for foundations, ...

Oxford Financial Group, Ltd. (Popularity: )
http://www.ofgltd.com
Offering fee-only, financial and investment advisory services, and wealth management for families, individuals, and institutions.

Big Oak Advisors (Popularity: )
http://www.bigoakadvisors.com/
Employee benefits, group insurance and retirement plans.

FLC Capital Advisors (Popularity: )
http://www.flccapitaladvisors.com/
Provides financial and retirement planning, asset management and tax planning.

Wegener, LLC (Popularity: )
http://www.wegenerllc.com/
Providing fee-only asset management services based on own Adaptive Asset Management approach.

Canterbury Financial Group (Popularity: )
http://www.canterburygroup.com/
A Registered Investment Advisor, offers integrated portfolio and private wealth management services.

Trinity Financial Services (Popularity: )
http://www.tfs.net.au/
Offer financial planning and investment advisory services.

Bridgewater Advisors Inc (Popularity: )
http://www.bridgewateradv.com/
Fee-only investment management and financial planning.

Appleton Group Online (Popularity: )
http://www.appletongrouponline.com/
Investment advice and guidance to individuals, 401(k) participants, corporations and other institutions.

Gold Leaf Capital Management, Inc. (Popularity: )
http://www.goldleafcapital.com/
Fee-only, independent money management firm specializing in capital preservation investments and focused on IRAs, IRA rollovers, retirement and estate planning.

Solomon Asset Management (Popularity: )
http://www.solomonam.com/
Provides personal investment management services for individual investors with small and medium size accounts.

Financial Services Advisory, Inc. (Popularity: )
http://www.fsainvest.com
An registered investment advisory company in Silver Spring, MD.

CDK Realty Advisors (Popularity: )
http://cdkrealtyadvisors.com
Registered investment advisor engaged in real estate investment activities for pension funds and foundations.

Drake Management LLC (Popularity: )
http://www.drakemanagement.com/
An SEC registered investment advisor focusing on managing fixed income portfolios for investors worldwide.
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