Companies similar to GURUFOCUS
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  • mousseinvestments.ky
  • 1
Mousse Investments Limited is not an investment adviser, is not registered as an investment adviser... is a diversified investment firm with a proprietary global portfolio of investments...
Relevance: 25.06721
  • orgpag.com
  • 1
Advisory Services offered through ORG Partners. ORG Partners, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The..
Relevance: 24.388512
  • cicinvestmentconsultants.com
CIC Investment Consultants, LLC is a registered investment adviser in the states of Arkansas, Illinois and Florida. Accordingly, it may not provide, and is not offering to provide by this website, investment advisory services to persons who are a..
Relevance: 23.56741
  • ccm.investments
  • 1
  • 1
CCM Investment Management is a Registered Investment Adviser established in 2017. As an Investment Adviser, CCMIM provides portfolio management, investment advice, and financial planning on an assets under management and fee for service basis. CCMIM..
Relevance: 23.238272
  • franklin-street.com
  • 11
  • 3
  • 38
Franklin Street Advisors, Inc., is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply any level of skill or training...
Relevance: 23.227106
  • interactfa.com
  • 2
  • 1
InteractFA is not a Registered Investment Adviser, does not offer securities or investment advisory services, and has no affiliation with any Registered Investment Adviser or Broker-Dealer... InteractFA offers financial advisors access to impactful..
Relevance: 23.22358
  • johnsonbrunetti.com
  • 5
  • 25
JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is..
Relevance: 23.223274
  • www.gwm-ch.com
  • 1
  • 2
  • 3
GWM is registered as an investment adviser with the SEC (Securities and Exchange Commission) in the USA and owns the Swiss company Wealth Management Group AG (WMG), which is a registered investment adviser with the Swiss Financial Market Supervisory..
Relevance: 23.179163
  • amplifyplatform.com
  • 2
  • 1
Amplify Technology, LLC ("Amplify") is not an investment adviser. Its services are for informational purposes only and do not constitute investment advice or recommendation. Please consult a registered investment adviser before using Amplify and its..
Relevance: 23.166391
  • www.mycertifiedteam.com
  • 1
  • 1
  • 1
Bridges Capital LLC is an SEC Registered Investment Advisor with a Florida Licensed Certified Public Accountant managing member... Bridges Capital LLC is a Registered Investment Adviser with the SEC. Registration as an investment adviser does not..
Relevance: 23.05201
  • www.investorprotectionservices.com
  • 1
  • 1
  • 1
Investor Protection & Management Services, LLC, is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment..
Relevance: 22.713385
  • 1834investmentadvisors.com
  • 1
  • 8
1834 Investment Advisors Co. is an SEC registered investment adviser and wholly owned subsidiary of Old National Bancorp, a publicly traded bank holding company. Registration of an investment adviser does not imply any level of professional..
Relevance: 22.624048
  • lifeplan-financial.com
  • 1
  • 1
LifePlan Financial, LLC was founded in 2005. We are an independent Registered Investment Adviser. This designation means we have a fiduciary duty to our clients, obligating us to put our clients' best interests ahead of our own... LifePlan..
Relevance: 22.603292
  • saunderspc.com
  • 1
  • 2
Saunders Financial, LLC is a registered investment adviser in the state of Michigan. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for..
Relevance: 22.44695
  • www.risleycm.com
  • 1
  • 1
Risley Capital Management is an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an..
Relevance: 22.44356
  • www.toddcausey.com
  • 1
  • 2
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states..
Relevance: 22.416817
  • ogradyfinancial.com
  • 1
  • 1
  • 2
O'Grady Financial LLC is a Registered Investment Adviser. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments..
Relevance: 22.30494
  • imgwealthmanagement.com
  • 1
  • 1
  • 5
IMG Wealth Management, Inc. is registered as an Investment Adviser with the United States Securities and Exchange Commission (SEC). Registration of an Investment Adviser does not imply any level of skill or training... We are an independent..
Relevance: 22.239435
  • www.shrimpy.io
  • 2
  • 2
  • 7
Shrimpy is building a unified portal for the cryptocurrency market. Our mission is to connect our customers to every custody solution and liquidity provider to enable seamless portfolio management... Shrimpy is not registered as an Investment..
Relevance: 22.238615
  • wealthbllc.com
  • 1
WealthBuilders is a fee-only, fiduciary Registered Investment Advisor - this means I am only compensated by my clients and am legally required to put their interests first... WealthBuilders, LLC is registered as an investment adviser and only..
Relevance: 22.222702
  • idirectpmfund.com
  • 3
  • 4
The Fund is distributed by iCapital Securities, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC. iCapital Registered Fund Adviser, LLC (the "Adviser"), an affiliate of iCapital Securities, serves as the investment adviser to the..
Relevance: 22.208595
  • meteoracapital.com
  • 2
  • 1
  • 10
Meteora Capital Management, LLC is an SEC-registered investment adviser. This website is not an offer to, or solicitation of, any potential clients or... Meteora Capital, LLC ("Meteora") was formed in 2021 as an investment adviser specializing in..
Relevance: 22.188828
  • capinvestors.com
  • 1
  • 1
  • 2
At Capital Investors, we believe in shaping your financial future through independent, professional advice. We are passionate about what we do, delivering in-depth analysis to help you achieve your dreams... Investment advisory services offered..
Relevance: 22.168705
  • milestoneig.com
  • 2
Milestone Investment Group is a DBA of Magnolia Capital Advisors LLC ("MAG CAP"), an investment adviser registered with the Securities & Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training...
Relevance: 22.121597
  • www.wnyfg.com
  • 2
  • 1
  • 2
Western New York Financial Group, LLC is an investment adviser registered with the Securities and Exchange Commission. The adviser may transact business in states where it is appropriately registered or notice filed, or where it is excluded or..
Relevance: 21.864058
  • smiththornton.com
  • 8
  • 1
  • 8
Smith Thornton Advisors, LLC is a privately owned wealth management company and SEC Registered Investment Adviser... Smith Thornton Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not..
Relevance: 21.844028
  • www.pwa-law.com
  • 1
  • 1
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states..
Relevance: 21.77488
  • www.gdmcanally.com
  • 1
  • 2
  • 2
This website is a publication of G. DeWayne McAnally, LLC, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an..
Relevance: 21.763811
  • andcoconsulting.com
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  • 1
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AndCo Consulting is an independent, SEC registered institutional investment consulting firm. We serve as a fiduciary to each of our clients, without exception or caveat, while assisting and guiding them in making important investment and plan design..
Relevance: 21.732098
  • cirquefinancialgroup.com
  • 1
The Cirque Financial Group is a DBA of ORG Partners, LLC, a registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written..
Relevance: 21.604315