Companies similar to GURUFOCUS
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  • spectrumfinancialgroupinc.com
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Founded in 1997, Spectrum Financial Group, Inc. is passionate about helping clients achieve the retirement they've always envisioned. Our income- generating investment strategies are designed to help preserve your savings-so you can use it as a..
Relevance: 20.350706
  • www.neimanwealthmanagement.com
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Neiman Wealth Management, LLC is a registered investment adviser in the States of Florida, Washington, and California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration...
Relevance: 20.314785
  • www.bertram.solutions
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Bertram Solutions is a boutique investment advisory firm, specializing in quantitative analysis and algorithmic trading... Bertram Solutions LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in..
Relevance: 20.306923
  • www.tntfinancial.com
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TNT Asset Management, LLC is registered as an investment adviser with the state of Texas. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an..
Relevance: 20.30531
  • hesperianwealth.com
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Hesperian Wealth LLC (HW) is registered as an Investment Adviser with the State of California. It offers investment advisory services in the State of California and in other jurisdictions where it is exempt from registration. Registration of an..
Relevance: 20.301037
  • mindstatecapital.com
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MindState Capital, LLC is a registered investment adviser in the State of Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses..
Relevance: 20.278069
  • naturecoastfinancial.com
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Insurance products are offered through the insurance business Nature Coast Financial, Inc. Nature Coast Financial, Inc. is also an Investment Advisory practice that offers investment products and services through AE Wealth Management, LLC (AEWM), a..
Relevance: 20.219027
  • www.hicapitalize.com
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Capitalize is not an investment adviser, financial adviser, broker or dealer. We do not make financial recommendations. We provide general educational information and tools to help users make informed financial decisions... That's where we come in...
Relevance: 20.215221
  • www.secureinvestmentmanagement.com
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Secure Investment Management (SIM) is an independently owned, Registered Investment Adviser, headquartered in Tucson, Arizona. As an independent fiduciary, our biggest responsibility is to act in the best interests of our clients. As a trusted firm..
Relevance: 20.20259
  • www.alpfp.com
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Required Website Disclaimer: ALP Financial Planning, Inc. is a registered investment adviser in the state of Washington. The adviser may mot transact business in states where not appropriately registered or exempt from registration. Individualized..
Relevance: 20.200085
  • relianceria.wordpress.com
Reliance Investment 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..
Relevance: 20.18179
  • www.pillar-financialgroup.com
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Pillar Financial Group is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that..
Relevance: 20.18179
  • sagewealthstrategies.com
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Insurance products are offered through the insurance business Sage Wealth Strategies, LLC. Sage Wealth Strategies, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered..
Relevance: 20.175295
  • michaelblackham.com
State Exemptions From Registration as an Investment Adviser If you are (i) in the business (ii) of giving investment advice (iii) for compensation, you meet the definition of an "investment adviser," so if you cannot find an exemption from..
Relevance: 20.168377
  • smithbrook.com
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Smithbrook, LLC is an investment adviser principally registered in the State of Oregon and is registered or exempt from registration in other states as applicable. The Adviser may not transact business in states where it is not appropriately..
Relevance: 20.12714
  • www.aurorapointecapital.com
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Aurora Pointe Capital Management, LLC ("Aurora Pointe Capital") is an investment adviser in Tysons, VA. Aurora Pointe Capital is registered with the State of Virginia. Registration of an investment adviser does not imply any specific level of skill..
Relevance: 20.126759
  • www.cornerstonefinancialplanning.com
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Cornerstone Financial Planning, Inc. is a Maryland Registered financial planning firm. Adviser does not render or offer to render personalized investment or financial planning advice through this medium. This medium is limited to the dissemination of..
Relevance: 20.126728
  • get.stash.com
You've got stock waiting for you on Stash. Become an investor today. | Paid client testimonial. Not representative of all clients and not a guarantee. See Apple App Store and Google Play reviews. Investment advisory services offered by Stash..
Relevance: 20.118736
  • gfgcapital.com
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GFG Capital is a registered investment adviser based in Miami, Florida. Registration of an investment adviser does not imply any level of skill or training... The accounting team provides asset-level, joint venturing, tax structuring, audit-..
Relevance: 20.100897
  • www.seekfirstinc.com
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Seek First Inc. is a registered investment adviser. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the..
Relevance: 20.06987
  • aegiswealth.net
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Aegis Wealth Partners, LLC is a registered investment adviser. Information presented is for educational 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: 20.066055
  • totalwealthservices.com
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Mariner Advisor Network (MAN) is a brand utilized by Mariner Platform Solutions ("MPS"), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives ("IAR") registered with MPS... Total..
Relevance: 20.047146
  • www.volkmanwealthmanagement.com
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Volkman Wealth Management is a registered investment adviser. Information presented is for educational 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: 20.03414
  • wealthmark.com
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WealthMark Advisory Group, LLC is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses..
Relevance: 20.004068
  • chesapeakewoodsfinancial.com
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Woods Financial. Woods Financial is also an Investment..
Relevance: 19.985765
  • keystonecv.com
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business KeyStone Financial. KeyStone Financial is also an..
Relevance: 19.985765
  • www.teknecap.com
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Tekne Capital Management, LLC is an SEC-registered investment adviser. Registration with the SEC does not imply any certain level of skill or training. This website is provided for informational purposes only, and should not be construed as a..
Relevance: 19.984808
  • www2.beaconinvesting.com
Beacon Capital Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or..
Relevance: 19.972912
  • www.cnr.com
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City National Rochdale, LLC is a SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank is a subsidiary of the..
Relevance: 19.958529
  • tdcnow.com
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TFO-TDC, LLC dba TDC Investment Advisory is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or..
Relevance: 19.912832