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 9011000 (page 10 of 88)

EntityTypeAUMLocationAnchor
Barnes Dennig Private Wealth Management LLC13F managerCIK 2058270
BARNES PETTEY FINANCIAL ADVISORS, LLC13F managerCIK 1908288
Barnes Wealth Management Group, Inc13F managerCIK 2066194
Barnett & Company, Inc.13F managerCIK 1426588
BAROMETER CAPITAL MANAGEMENT INC.13F managerCIK 1536890
Baron Financial Group, LLC13F managerCIK 1832093
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC13F managerCIK 1851395
Baron Wealth Management LLC13F managerCIK 1968507
BARR E S & CO13F managerCIK 1040210
BARRETT & COMPANY, INC.13F managerCIK 887602
Barrier Capital Management, LLC13F managerCIK 1909089
BARROW HANLEY MEWHINNEY & STRAUSS LLC13F managerCIK 313028
Barry Investment Advisors, LLC13F managerCIK 1631639
BARTLETT & CO. WEALTH MANAGEMENT LLC13F managerCIK 2010186
Barton Investment Management13F managerCIK 1387818
Base Wealth Management LLC13F managerCIK 2083977
Basecamp Wealth Advisors LLC13F managerCIK 2115254
Basepoint Wealth LLC13F managerCIK 2088236
Baskin Financial Services Inc.13F managerCIK 1511098
Bass Edward P13F managerCIK 1705622
BASS LEE M /TX/13F managerCIK 924920
BASS SID R13F managerCIK 1242829
BASSO CAPITAL MANAGEMENT, L.P.13F managerCIK 1287978
BASSWOOD CAPITAL MANAGEMENT, L.L.C.13F managerCIK 1085393
Bastion Asset Management Inc.13F managerCIK 1977794
Bath Savings Trust Co13F managerCIK 1384943
Battery Global Advisors, LLC13F managerCIK 1582272
Battery Management Corp.13F managerCIK 1548594
Baugh & Associates, LLC13F managerCIK 1730818
Bauman Advisory Group, LLC13F managerCIK 2111802
BAUPOST GROUP LLC/MA13F managerCIK 1061768
Bawa N Mallick Trust13F managerCIK 2040013
BAXTER BROS INC13F managerCIK 1096783
Bay Capital Advisors, LLC13F managerCIK 2055414
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors13F managerCIK 1748861
Bay Harbor Wealth Management, LLC13F managerCIK 1767989
Bay Rivers Group13F managerCIK 1798924
BAYBAN13F managerCIK 2110649
Bayberry Capital Partners LP13F managerCIK 1771524
BayBridge Capital Group, LLC13F managerCIK 1898297
Bayesian Capital Management, LP13F managerCIK 1632551
Bayforest Capital Ltd13F managerCIK 2048423
Bayhunt Capital LLC13F managerCIK 2058173
BAYPOINTE PARTNERS LLC13F managerCIK 2044734
BAYSHORE ASSET MANAGEMENT, LLC13F managerCIK 1906790
Bayshore Capital Advisors, LLC13F managerCIK 1598176
Bayview Asset Management, LLC13F managerCIK 1767366
BBFIT INVESTMENTS PTE LTD13F managerCIK 2094345
BBR PARTNERS, LLC13F managerCIK 1352467
BC Partners PE LP13F managerCIK 2069049
BCGM Wealth Management, LLC13F managerCIK 1830467
BCI SECURITIES, INC.13F managerCIK 1577928
BCK CAPITAL MANAGEMENT LP13F managerCIK 1819275
BCK Partners, Inc.13F managerCIK 1845867
BCM ADVISORS, LLC13F managerCIK 1373017
BCO Wealth Management LLC13F managerCIK 2054749
BCR Wealth Strategies, LLC13F managerCIK 1908380
BCS Private Wealth Management, Inc.13F managerCIK 2044001
BCS Wealth Management13F managerCIK 1798172
BCU Wealth Advisors, LLC13F managerCIK 2003570
BCV Asset Management Inc.13F managerCIK 2110721
BCWM, LLC13F managerCIK 1542165
BDF-GESTION13F managerCIK 1632812
BDFS Capital LLC13F managerCIK 2112636
BDT CAPITAL PARTNERS, LLC13F managerCIK 1510974
Beach Point Capital Management LP13F managerCIK 1453885
BEACON ADVISORS HOLDINGS, LLC13F managerCIK 2114314
Beacon Bank & Trust13F managerCIK 1831984
Beacon Bridge Wealth Partners, LLC13F managerCIK 1965468
Beacon Capital Management, Inc.13F managerCIK 1575301
Beacon Capital Management, LLC13F managerCIK 1921487
Beacon Financial Advisory LLC13F managerCIK 1800502
BEACON FINANCIAL GROUP13F managerCIK 1591379
BEACON FINANCIAL PLANNING, INC13F managerCIK 1966066
Beacon Financial Strategies CORP13F managerCIK 2084239
Beacon Harbor Wealth Advisors, Inc.13F managerCIK 1784093
BEACON INVESTMENT ADVISORS LLC13F managerCIK 1961635
BEACON INVESTMENT ADVISORY SERVICES, INC.13F managerCIK 1654599
Beacon Pointe Advisors, LLC13F managerCIK 1744317
Beacon Wealthcare LLC13F managerCIK 1849336
BEACONLIGHT CAPITAL, LLC13F managerCIK 1569537
Beaird Harris Wealth Management, LLC13F managerCIK 1908938
BEAM WEALTH ADVISORS, INC.13F managerCIK 1803426
Bear Mountain Capital, Inc.13F managerCIK 2009419
BEARING POINT CAPITAL, LLC13F managerCIK 2052916
Beartown Capital Management, LLC13F managerCIK 1877162
Beaton Management Co. Inc.13F managerCIK 1714678
Beaumont Asset Management, L.L.C.13F managerCIK 1798756
Beaumont Financial Advisors, LLC13F managerCIK 1957394
Beck Bode, LLC13F managerCIK 1790548
BECK CAPITAL MANAGEMENT, LLC13F managerCIK 1601904
BECK MACK & OLIVER LLC13F managerCIK 10742
BECKER CAPITAL MANAGEMENT INC13F managerCIK 799004
Beckerman Institutional, LLC13F managerCIK 2043468
Bedel Financial Consulting, Inc.13F managerCIK 1730511
Bedell Frazier Investment Counselling, LLC13F managerCIK 1388142
Bedminster, LLC13F managerCIK 2087564
BEESE FULMER INVESTMENT MANAGEMENT, INC.13F managerCIK 911274
Beirne Wealth Consulting Services, LLC13F managerCIK 1697303
Belfer Management LLC13F managerCIK 1481957
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