Companies similar to GURUFOCUS
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  • vbcoinvestornetwork.com
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©2024 by Viscogliosi Bros., LLC; Viscogliosi Bros., LLC is not an investment adviser, money manager, asset manager or provider of investment advice...
Relevance: 21.528078
  • ospreyfunds.io
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The Shares of each Fund are not registered under the Securities Act, the Investment Company Act of 1940, or any state securities laws, and only the Shares of the Osprey Bitcoin Trust are registered with the SEC under the Securities Exchange Act of..
Relevance: 21.473196
  • topstockalerts.com
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Top Stock Alerts is not registered as an investment adviser with the U.S. Securities and Exchange Commission. Top Stock Alerts relies upon the "publisher's exclusion" from the definition of "investment adviser" as provided under Section 202(a)(11)..
Relevance: 21.408554
  • www.greyrhodesadvisors.com
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Grey Rhodes Advisors 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 adviser does not..
Relevance: 21.369045
  • orcawealth.com
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Orca Wealth Management, LLC ("Orca Wealth Management") is a Registered Investment Adviser. Orca Wealth Management provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists...
Relevance: 21.317926
  • www.trinvestadvisors.com
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Trinvest Advisors, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT..
Relevance: 21.299475
  • www.elwoodgoetz.com
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With offices in Atlanta, Athens, Charleston, and Naples, Elwood & Goetz is one of the most highly educated, experienced, and trusted wealth management firms in the country... Elwood & Goetz is a registered investment adviser. Information presented..
Relevance: 21.23046
  • www.fintogether.com
FINTOGETHER.COM is not an investment adviser, brokerage firm, or investment company. Your investment decisions should NOT be based solely upon what is shown on the FINTOGETHER.COM website... We are working hard to integrate simpleinvest.ml into..
Relevance: 21.184729
  • www.gpginvest.com
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This website is a publication of Goodpasture Gray. The firm is registered as an investment adviser and only conducts business in state where it is properly registered or is excluded from registration requirments. Registration is not an endorsement of..
Relevance: 21.1229
  • www.rsjah.com
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A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's..
Relevance: 21.122313
  • catalystlp.com
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Catalyst Partners Capital Advisors, LLC ("Catalyst Partners") is an investment adviser not registered with the Securities and Exchange Commission (the "SEC") pursuant to the Investment Advisers Act of 1940...
Relevance: 21.086496
  • elbruspartners.com
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Elbrus Partners, LLC is a registered investment adviser. Information presented is for educational and informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments,..
Relevance: 21.085606
  • sophoswm.com
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Sophos Wealth Management, LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to..
Relevance: 21.036884
  • www.larsonfinancialcompanies.com
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Larson Williams Wealth Advisors, LLC is registered as an investment adviser in the States of Utah, Nevada, and Texas. Larson Williams Wealth Advisors, LLC and individuals associated with it as investment adviser representatives (each a..
Relevance: 21.00994
  • www.advantagewealthmanagement.com
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Advantage Wealth Management is a service oriented, customer first, financial services company. We take pride in our personal, professional service that we provide to our valued clients... Advantage Wealth Management, L.L.C. and Theresa Aguillard are..
Relevance: 21.00776
  • fundontology.com
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Semantic Compliance® is an ontological approach to regulatory reporting and oversight. The Fund Regulation Ontology defines semantic rules that implement laws and regulations of Dodd-Frank and the Investment Adviser Act. The prototype release..
Relevance: 20.989147
  • alpacarealestate.com
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Alpaca Real Estate Management LLC is a relying investment adviser with Alpaca VC Investment Management LLC. Alpaca VC Investment Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Information presented..
Relevance: 20.9757
  • legatofinancialgroup.com
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Insurance products are offered through the insurance business Legato Financial Group, Inc. Legato Financial Group, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered..
Relevance: 20.97048
  • gregoryricks.com
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Insurance products are offered through the insurance business Gregory Ricks & Associates, Inc. Gregory Ricks & Associates, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a..
Relevance: 20.960405
  • gcgda.com
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GCG is not a registered broker, dealer, investment adviser, investment manager or registered funding..
Relevance: 20.943096
  • www.gatewaytex.com
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Investment Advisory Services offered through Investment Advisor Representatives of Gateway Financial Advisors Texas, LLC, a Registered Investment Adviser. Gateway Financial Advisors Texas, LLC is an Investment Adviser registered with the State of..
Relevance: 20.93476
  • altmansacks.com
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Altman Sacks Corporation is registered as an Investment Adviser with the State of California. Registration of an Investment Adviser with the State of California, SEC, or any other state securities authority does not imply any level of skill or..
Relevance: 20.921574
  • www.llwealthm.com
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Lasting Legacy Wealth Management is a registered investment adviser in the state of Maryland. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. The information..
Relevance: 20.912306
  • procapita.com
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Procapita Partners, LLC is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend..
Relevance: 20.903008
  • www.nbwm-carolinas.com
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Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... The information in this website has not been..
Relevance: 20.882786
  • www.halbertwealth.com
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Pensionmark Financial Group, LLC (DBA HWM) is an investment adviser registered under the Investment Advisers Act of 1940. Halbert Wealth Management, Inc. is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark..
Relevance: 20.84546
  • rdsmotherswealth.com
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Insurance products are offered through the insurance business R.D. Smothers Wealth Management. R.D. Smothers Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a..
Relevance: 20.814405
  • toptierwealthmanagement.com
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TopTier Wealth Management, LLC is registered as an investment adviser with the state of Wisconsin. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as..
Relevance: 20.807741
  • www.summitfamilyoffice.com
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Summit F amily Office Services, LLC is a privately-owned, independent advisory firm serving individuals and families seeking to build and protect enduring wealth. Summit offers a robust, efficient alternative to starting your own family office or to..
Relevance: 20.805538
  • www.legacyfamilyoffice.com
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Legacy Family Office, 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 adviser does not..
Relevance: 20.787558