Companies similar to CONFLUENCE
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  • www.confluenceca.com
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Confluence Capital Advisors, LLC is a state-licensed investment advisor located in Encino, California. Confluence Capital Advisors, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed..
Relevance: 33.03216
  • waltrausch.com
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As acting President of Unilog, Walt is helping penetrate business in North America and brings on board unparalleled expertise in understanding the supply chain industry and the importance of Data Quality... Walt serves as partner and Vice President..
Relevance: 26.291746
  • capassetadv.com
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Capital Asset Advisors LLC is a registered investment adviser located in Phoenix, AZ. Capital Asset Advisors LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration..
Relevance: 24.100431
  • forumcapadvisors.com
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Forum Investment Group LLC is primarily comprised of Forum Capital Advisors LLC and FCA Capital Markets LLC, and is affiliated with Forum Real Estate Group, LLC, and FDG Project Management Services, LLC, (collectively, "Forum")... Forum Capital..
Relevance: 23.138666
  • nowcapitaladvisors.azurewebsites.net
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Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Now Capital Advisors is not a registered broker-dealer, and Finalis Securities LLC and Now Capital Advisors are separate, unaffiliated entities. Finalis Privacy Policy |..
Relevance: 23.098467
  • www.reitzfg.com
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Reitz Capital Advisors LLC, a Registered Investment Advisor, is currently registered in Michigan but services clients in multiple states. Reitz Capital Advisors LLC will register in other states as the Chief Compliance Officer deems necessary based..
Relevance: 23.015139
  • www.afgfinancial.com
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Advisory services offered through Aspire Capital Advisors LLC., a registered investment adviser. AFG Financial is a marketing name used when offering advisory products. AFG Financial,and Aspire Capital Advisors LLC, are not affiliated entities...
Relevance: 22.934866
  • dublincapm.com
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Dublin Advisors LLC, CPA is the sister firm of Dublin Capital Management LLC. The professionals of Dublin Advisors LLC deliver Income Tax, Accounting, and Business Advisory solutions to businesses and families throughout the Metro Columbus Ohio area...
Relevance: 22.547997
  • www.gradientcapital.com
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Gradient Capital Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Gradient Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. This..
Relevance: 22.426634
  • www.claritycapitaladvisors.com
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Clarity Capital Advisors, LLC is a Fee Only, Fiduciary, Registered Investment Adviser (RIA) firm. Flat fee advisory services are only offered to clients or prospective clients where Clarity Capital Advisors, LLC and its representatives are properly..
Relevance: 22.056524
  • www.confluencecp.com
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Confluence Capital Partners, located in Denver, Colorado, invests in entrepreneurial-owned lower middle market businesses using its own capital as well as from its network of investment partners... Confluence Capital Partners ("Confluence"),..
Relevance: 21.896868
  • www.impact-series.com
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The Impact Series is a model portfolio solution developed by Aptus Capital Advisors, LLC. Aptus Capital Advisors, LLC is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Fairhope,..
Relevance: 21.665169
  • www.montgomerycapitaladvisors.com
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Montgomery Capital Advisors, LLC is committed to offering highly customized advice and superior services to a small cadre of discerning clients... Montgomery Capital Advisors, LLC, is an independent fee-only registered investment advisory firm,..
Relevance: 21.60339
  • www.silverleafwealthadvisory.com
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Securities offered through M.S. Howells & Co. a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through MSH Capital Advisors LLC, a registered investment adviser. Silverleaf Wealth Advisory is a marketing name that is co-..
Relevance: 21.548857
  • elevateyourplanning.com
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Elevated Capital Advisors, LLC is an SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system by treating clients the way we want to be treated, as a true fiduciary... Elevated Capital..
Relevance: 21.537897
  • evallaadvisors.com
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EvallaAdvisors.com (the Evalla Advisors LLC Website) is a website operated by Evalla Advisors LLC, a privately held California limited liability company. Evalla Advisors LLC provides Strategic and Mergers & Acquisitions Advisory... Securities are..
Relevance: 21.437517
  • phicapadvisors.com
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PhiCap Advisors is a business and capital advisory firm based in the Philadelphia region. Our sole focus is to effectuate strong outcomes for our clients, from sourcing capital for their business through investment banking services, to long-term..
Relevance: 21.435957
  • ethoscapitaladvisors.com
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Ethos Capital Advisors, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Insurance products and services are..
Relevance: 21.230164
  • wozcap.com
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Wozny Capital Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC ("Stratos"), a registered investment advisor with the U.S. Securities and Exchange... At Wozny Capital Advisors, you'll receive personalized concierge..
Relevance: 21.167608
  • www.lefcapital.com
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LEF Capital Advisors LLC is a global alternative investment firm specializing in futures and options trading. The firm was founded by Leslie Fourton in 2004. LEF Capital Advisors is a pioneer in the short-term, systematic trading space, and offers..
Relevance: 21.15943
  • candorwealthadvisors.com
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Founded in 2020, Candor Wealth Advisors is an independent, fee-only, fiduciary Investment Advisory Representative... Investment advisory services are offered through MSH Capital Advisors LLC (MSHCA), an SEC- registered investment adviser...
Relevance: 21.075642
  • www.bouchardwealth.com
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Bouchard Wealth Advisors is a team of experienced investment management and financial planning professionals that work together to provide clients with an outstanding wealth management experience... Advisory services provided by NewEdge Advisors,..
Relevance: 21.002987
  • www.braycapitaladvisors.com
Bray Capital Advisors is a boutique professional firm providing institutional private wealth management services to individuals and families. With offices in Florida and Ohio, Bray Capital Advisors provides independent and objective investment..
Relevance: 20.980394
  • griswoldcapital.net
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At Griswold Capital Strategies, we are committed to delivering objective, unbiased advice to help our clients make informed investment decisions while creating a lasting legacy. Our sole focus is your bottom line... Securities offered through..
Relevance: 20.958944
  • unlimitedcapitaladvisors.com
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Along with Unlimited Risk Advisors LLC and Unlimited Financial Services LLC, Unlimited Capital Advisors LLC is a division of Unlimited Financial Group Inc... Sometimes all you need is an expert who can give you the right advice. Through our..
Relevance: 20.958778
  • www.oakwoodca.com
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At Oakwood Capital Advisors, LLC all our advisors act in this fiduciary capacity and are required by law to act with loyalty to the clients and their financial interests. We place our client's best interest above all else when providing any of the..
Relevance: 20.870855
  • www.tycheadvisors.com
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Tyche Capital Advisors, LLC ( the Advisor or TCA ), a registered commodity trading advisor, is currently offering trading programs to qualified investors. Through its trading programs, TCA will engage in speculative trading of futures and options..
Relevance: 20.826584
  • americanfoundryia.com
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American Foundry Investment Advisors, LLC is a joint-venture between Capital Foundry, LLC ("CF") and American Elm Holding, LLC ("American Elm").

American Foundry will seek to provide strategic growth capital to meet the needs of small and medium..
Relevance: 20.780102
  • www.opticscapitaladvisors.com
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Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Optics Capital Advisors is not a registered broker-dealer, and Finalis Securities LLC and Optics Capital Advisors are separate, unaffiliated entities. Finalis Privacy Policy |..
Relevance: 20.738443
  • www.capital-wealth.net
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Investment advice is offered by Capital Wealth Advisors, LLC, a Registered Investment Adviser with the State of Colorado. Insurance and annuity products are sold separately through Capital Wealth Strategies, LLC, an insurance advisory service...
Relevance: 20.689104