Investor universe

The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 901–1000 (page 10 of 88)

EntityTypeAUMLocationAnchor
Barnes Dennig Private Wealth Management LLC →13F manager––CIK 2058270
BARNES PETTEY FINANCIAL ADVISORS, LLC →13F manager––CIK 1908288
Barnes Wealth Management Group, Inc →13F manager––CIK 2066194
Barnett & Company, Inc. →13F manager––CIK 1426588
BAROMETER CAPITAL MANAGEMENT INC. →13F manager––CIK 1536890
Baron Financial Group, LLC →13F manager––CIK 1832093
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC →13F manager––CIK 1851395
Baron Wealth Management LLC →13F manager––CIK 1968507
BARR E S & CO →13F manager––CIK 1040210
BARRETT & COMPANY, INC. →13F manager––CIK 887602
Barrier Capital Management, LLC →13F manager––CIK 1909089
BARROW HANLEY MEWHINNEY & STRAUSS LLC →13F manager––CIK 313028
Barry Investment Advisors, LLC →13F manager––CIK 1631639
BARTLETT & CO. WEALTH MANAGEMENT LLC →13F manager––CIK 2010186
Barton Investment Management →13F manager––CIK 1387818
Base Wealth Management LLC →13F manager––CIK 2083977
Basecamp Wealth Advisors LLC →13F manager––CIK 2115254
Basepoint Wealth LLC →13F manager––CIK 2088236
Baskin Financial Services Inc. →13F manager––CIK 1511098
Bass Edward P →13F manager––CIK 1705622
BASS LEE M /TX/ →13F manager––CIK 924920
BASS SID R →13F manager––CIK 1242829
BASSO CAPITAL MANAGEMENT, L.P. →13F manager––CIK 1287978
BASSWOOD CAPITAL MANAGEMENT, L.L.C. →13F manager––CIK 1085393
Bastion Asset Management Inc. →13F manager––CIK 1977794
Bath Savings Trust Co →13F manager––CIK 1384943
Battery Global Advisors, LLC →13F manager––CIK 1582272
Battery Management Corp. →13F manager––CIK 1548594
Baugh & Associates, LLC →13F manager––CIK 1730818
Bauman Advisory Group, LLC →13F manager––CIK 2111802
BAUPOST GROUP LLC/MA →13F manager––CIK 1061768
Bawa N Mallick Trust →13F manager––CIK 2040013
BAXTER BROS INC →13F manager––CIK 1096783
Bay Capital Advisors, LLC →13F manager––CIK 2055414
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors →13F manager––CIK 1748861
Bay Harbor Wealth Management, LLC →13F manager––CIK 1767989
Bay Rivers Group →13F manager––CIK 1798924
BAYBAN →13F manager––CIK 2110649
Bayberry Capital Partners LP →13F manager––CIK 1771524
BayBridge Capital Group, LLC →13F manager––CIK 1898297
Bayesian Capital Management, LP →13F manager––CIK 1632551
Bayforest Capital Ltd →13F manager––CIK 2048423
Bayhunt Capital LLC →13F manager––CIK 2058173
BAYPOINTE PARTNERS LLC →13F manager––CIK 2044734
BAYSHORE ASSET MANAGEMENT, LLC →13F manager––CIK 1906790
Bayshore Capital Advisors, LLC →13F manager––CIK 1598176
Bayview Asset Management, LLC →13F manager––CIK 1767366
BBFIT INVESTMENTS PTE LTD →13F manager––CIK 2094345
BBR PARTNERS, LLC →13F manager––CIK 1352467
BC Partners PE LP →13F manager––CIK 2069049
BCGM Wealth Management, LLC →13F manager––CIK 1830467
BCI SECURITIES, INC. →13F manager––CIK 1577928
BCK CAPITAL MANAGEMENT LP →13F manager––CIK 1819275
BCK Partners, Inc. →13F manager––CIK 1845867
BCM ADVISORS, LLC →13F manager––CIK 1373017
BCO Wealth Management LLC →13F manager––CIK 2054749
BCR Wealth Strategies, LLC →13F manager––CIK 1908380
BCS Private Wealth Management, Inc. →13F manager––CIK 2044001
BCS Wealth Management →13F manager––CIK 1798172
BCU Wealth Advisors, LLC →13F manager––CIK 2003570
BCV Asset Management Inc. →13F manager––CIK 2110721
BCWM, LLC →13F manager––CIK 1542165
BDF-GESTION →13F manager––CIK 1632812
BDFS Capital LLC →13F manager––CIK 2112636
BDT CAPITAL PARTNERS, LLC →13F manager––CIK 1510974
Beach Point Capital Management LP →13F manager––CIK 1453885
BEACON ADVISORS HOLDINGS, LLC →13F manager––CIK 2114314
Beacon Bank & Trust →13F manager––CIK 1831984
Beacon Bridge Wealth Partners, LLC →13F manager––CIK 1965468
Beacon Capital Management, Inc. →13F manager––CIK 1575301
Beacon Capital Management, LLC →13F manager––CIK 1921487
Beacon Financial Advisory LLC →13F manager––CIK 1800502
BEACON FINANCIAL GROUP →13F manager––CIK 1591379
BEACON FINANCIAL PLANNING, INC →13F manager––CIK 1966066
Beacon Financial Strategies CORP →13F manager––CIK 2084239
Beacon Harbor Wealth Advisors, Inc. →13F manager––CIK 1784093
BEACON INVESTMENT ADVISORS LLC →13F manager––CIK 1961635
BEACON INVESTMENT ADVISORY SERVICES, INC. →13F manager––CIK 1654599
Beacon Pointe Advisors, LLC →13F manager––CIK 1744317
Beacon Wealthcare LLC →13F manager––CIK 1849336
BEACONLIGHT CAPITAL, LLC →13F manager––CIK 1569537
Beaird Harris Wealth Management, LLC →13F manager––CIK 1908938
BEAM WEALTH ADVISORS, INC. →13F manager––CIK 1803426
Bear Mountain Capital, Inc. →13F manager––CIK 2009419
BEARING POINT CAPITAL, LLC →13F manager––CIK 2052916
Beartown Capital Management, LLC →13F manager––CIK 1877162
Beaton Management Co. Inc. →13F manager––CIK 1714678
Beaumont Asset Management, L.L.C. →13F manager––CIK 1798756
Beaumont Financial Advisors, LLC →13F manager––CIK 1957394
Beck Bode, LLC →13F manager––CIK 1790548
BECK CAPITAL MANAGEMENT, LLC →13F manager––CIK 1601904
BECK MACK & OLIVER LLC →13F manager––CIK 10742
BECKER CAPITAL MANAGEMENT INC →13F manager––CIK 799004
Beckerman Institutional, LLC →13F manager––CIK 2043468
Bedel Financial Consulting, Inc. →13F manager––CIK 1730511
Bedell Frazier Investment Counselling, LLC →13F manager––CIK 1388142
Bedminster, LLC →13F manager––CIK 2087564
BEESE FULMER INVESTMENT MANAGEMENT, INC. →13F manager––CIK 911274
Beirne Wealth Consulting Services, LLC →13F manager––CIK 1697303
Belfer Management LLC →13F manager––CIK 1481957
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