Investor intelligence · Universe
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.
36,242 matches · showing 9901–10000 (page 100 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LINCOLN ENERGY HOLDINGS LLC → | RIA / FO | $315M | ENGLEWOOD, CO | CRD 333026 |
| AURELIUS FAMILY OFFICE, LLC → | RIA / FO | $315M | BEDFORD, NH | CRD 323016 |
| FORTE ASSET MANAGEMENT, LLC → | RIA / FO | $315M | – | CRD 132969 |
| MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED → | RIA / FO | $315M | MUMBAI, MAHARASHTRA | CRD 317251 |
| BONNER & SMITH, LLC → | RIA / FO | $315M | LUBBOCK, TX | CRD 114287 |
| NINEPOINTTWO CAPITAL LLC → | RIA / FO | $315M | LOS ANGELES, CA | CRD 297270 |
| TWIN LAKES CAPITAL → | RIA / FO | $315M | REDWOOD SHORES, CA | CRD 137522 |
| WMS WEALTH PLANNERS → | RIA / FO | $315M | PITTSBURGH, PA | CRD 305481 |
| VISTA ADVISOR GROUP, LLC → | RIA / FO | $315M | WALNUT CREEK, CA | CRD 307268 |
| DEFINE FINANCIAL, LLC → | RIA / FO | $315M | SAN DIEGO, CA | CRD 286648 |
| GRANITE CAPITAL → | RIA / FO | $315M | OAKLAND, CA | CRD 141743 |
| HORTER INVESTMENT MANAGEMENT, LLC → | RIA / FO | $314M | CINCINNATI, OH | CRD 119880 |
| THE FAUSER GROUP, LLC → | RIA / FO | $314M | MERCER ISLAND, WA | CRD 282351 |
| THE FUTURE FUND LLC → | RIA / FO | $314M | CHICAGO, IL | CRD 313973 |
| BERNARD WEALTH MANAGEMENT CORP. → | RIA / FO | $314M | ROYAL OAK, MI | CRD 159533 |
| TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC → | RIA / FO | $314M | LOOKOUT MOUNTAIN, TN | CRD 149101 |
| MAGNATE ADVISORY SERVICES, LLC → | RIA / FO | $314M | LOUISVILLE, KY | CRD 283056 |
| RICKETTS FINANCIAL, LLC → | RIA / FO | $314M | LOUISVILLE, KY | CRD 309381 |
| TIETON CAPITAL MANAGEMENT → | RIA / FO | $314M | YAKIMA, WA | CRD 135769 |
| GREYLOCK CAPITAL MANAGEMENT, LLC → | RIA / FO | $314M | STAMFORD, CT | CRD 137825 |
| CTS FINANCIAL PLANNING, INC. → | RIA / FO | $314M | CHICAGO, IL | CRD 110960 |
| VALUES ADDED FINANCIAL → | RIA / FO | $314M | – | CRD 288912 |
| PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC → | RIA / FO | $314M | MAPLE GROVE, MN | CRD 110372 |
| TRUST ADVISORY GROUP LTD → | RIA / FO | $314M | BIRMINGHAM, AL | CRD 106926 |
| CAROLINA WEALTH ADVISORS → | RIA / FO | $313M | MYRTLE BEACH, SC | CRD 288837 |
| MELONE PRIVATE WEALTH, LLC → | RIA / FO | $313M | AUBURN HILLS, MI | CRD 311638 |
| HUNTER STREET PARTNERS, LP → | RIA / FO | $313M | WAYZATA, MN | CRD 298142 |
| SCOTT MARSH FINANCIAL, LLC → | RIA / FO | $313M | – | CRD 122169 |
| HAWKEYE CAPITAL MANAGEMENT, LLC → | RIA / FO | $313M | MIAMI BEACH, FL | CRD 157316 |
| JPC WEALTH MANAGEMENT, INC. → | RIA / FO | $313M | PETALUMA, CA | CRD 120267 |
| BRADY FAMILY WEALTH, LLC → | RIA / FO | $313M | SAINT LOUIS, MO | CRD 315635 |
| WELLMENT FINANCIAL → | RIA / FO | $313M | ELMHURST, IL | CRD 166746 |
| COLUMBIA ADVISORY PARTNERS, LLC → | RIA / FO | $313M | SPOKANE, WA | CRD 171616 |
| LAGODA INVESTMENT MANAGEMENT, L.P. → | RIA / FO | $313M | NEW YORK, NY | CRD 170961 |
| PARKVIEW US LLC → | RIA / FO | $312M | NEW YORK CITY, NY | CRD 160172 |
| ASPEN WEALTH STRATEGIES, LLC → | RIA / FO | $312M | ARVADA, CO | CRD 307424 |
| TOPEL & DISTASI WEALTH MANAGEMENT, LLC → | RIA / FO | $312M | BERKELEY, CA | CRD 285538 |
| MONERE WEALTH MANAGEMENT, INC. → | RIA / FO | $312M | SCHAUMBURG, IL | CRD 173076 |
| GLASS WEALTH MANAGEMENT CO., LLC → | RIA / FO | $312M | SAN ANTONIO, TX | CRD 114097 |
| LAKE WHILLANS CAPITAL PARTNERS LLC → | RIA / FO | $312M | PLANO, TX | CRD 287835 |
| NFWM → | RIA / FO | $312M | PLANO, TX | CRD 317406 |
| TILIA HOLDINGS, LLC → | RIA / FO | $312M | CHICAGO, IL | CRD 292148 |
| SUNRISE MANAGER LLC → | RIA / FO | $312M | WEST PALM BEACH, FL | CRD 330704 |
| NORTHSTAR FINANCIAL PLANNERS, INC. → | RIA / FO | $312M | PLANTATION, FL | CRD 131507 |
| INTERNATIONAL MONEY MATTERS PVT LTD → | RIA / FO | $312M | BANGALORE, KARNATAKA | CRD 329433 |
| IWEALTH → | RIA / FO | $312M | WASECA, MN | CRD 329980 |
| MILLER CAPITAL → | RIA / FO | $312M | TROY, MI | CRD 124489 |
| APS WEALTH MANAGEMENT, LLC → | RIA / FO | $312M | MELVILLE, NY | CRD 298233 |
| LYON WEALTH ADVISORS → | RIA / FO | $311M | CHARLOTTE, NC | CRD 325041 |
| GRIFFITHS, DREHER & EVANS, P.S., CPAS → | RIA / FO | $311M | SPOKANE, WA | CRD 142448 |
| OPTIMIST VENTURES LLC → | RIA / FO | $311M | NEW YORK, NY | CRD 337808 |
| BG AMERICA LLC → | RIA / FO | $311M | NEW YORK, NY | CRD 322621 |
| CRAVENS & COMPANY WEALTH MANAGEMENT → | RIA / FO | $311M | COOKEVILLE, TN | CRD 130071 |
| 401K INVESTMENT PROFESSIONALS → | RIA / FO | $311M | WAUNAKEE, WI | CRD 282495 |
| MALAGA COVE CAPITAL, LLC → | RIA / FO | $311M | PALOS VERDES ESTATES, CA | CRD 146959 |
| MISSION FINANCIAL GROUP, LLC → | RIA / FO | $311M | LAS VEGAS, NV | CRD 311876 |
| SPRING MOUNTAIN CAPITAL, LP → | RIA / FO | $311M | NEW YORK, NY | CRD 119126 |
| TRP CAPITAL ADVISORS VI, LLC → | RIA / FO | $311M | BIRMINGHAM, MI | CRD 329787 |
| WAYPOINT CAPITAL PARTNERS, LLC → | RIA / FO | $311M | STAMFORD, CT | CRD 333573 |
| CONSTELLATION CAPITAL MANAGEMENT LLC → | RIA / FO | $311M | – | CRD 161275 |
| PROSPECT HILL GROWTH PARTNERS, L.P. → | RIA / FO | $311M | WALTHAM, MA | CRD 171462 |
| TWO POINT CAPITAL MANAGEMENT, INC. → | RIA / FO | $311M | PITTSFORD, NY | CRD 131816 |
| EXCEL WEALTH MANAGEMENT, LLC → | RIA / FO | $310M | MANCHESTER, CT | CRD 299602 |
| GENERAL EQUITY HOLDINGS LP → | RIA / FO | $310M | BROOKLYN, NY | CRD 287823 |
| GUARDIAN INVESTMENT MANAGEMENT → | RIA / FO | $310M | TIBURON, CA | CRD 104935 |
| O15 CAPITAL PARTNERS, LLC → | RIA / FO | $310M | ATLANTA, GA | CRD 328464 |
| KENSINGTON INVESTMENT COUNSEL → | RIA / FO | $310M | LONG BEACH, CA | CRD 108012 |
| PTM WEALTH MANAGEMENT, LLC → | RIA / FO | $310M | NORTH WALES, PA | CRD 308944 |
| INVICTA ADVISORS LLC → | RIA / FO | $310M | OAKMONT, PA | CRD 298868 |
| HUDSON ADVISOR SERVICES, INC. → | RIA / FO | $310M | BUFFALO, NY | CRD 107769 |
| CHESAPEAKE FINANCIAL ADVISORS → | RIA / FO | $310M | TOWSON, MD | CRD 120139 |
| H. C. DENISON CO. → | RIA / FO | $310M | SHEBOYGAN, WI | CRD 1628 |
| AMERICAN WEALTH MANAGEMENT, INC. → | RIA / FO | $310M | ALPHARETTA, GA | CRD 25536 |
| NRI WEALTH MANAGEMENT, LLC → | RIA / FO | $310M | SANTA CLARA, CA | CRD 162234 |
| BILL OPP FIXED INCOME ADVISORY SERVICE, LLC → | RIA / FO | $310M | – | CRD 150087 |
| OMEGA WEALTH MANAGEMENT LLC → | RIA / FO | $310M | ARLINGTON, VA | CRD 132580 |
| WINDWARD PRIVATE WEALTH MANAGEMENT INC. → | RIA / FO | $310M | OVERLAND PARK, KS | CRD 113761 |
| STORR GROUP → | RIA / FO | $310M | WEST PALM BEACH, FL | CRD 324212 |
| SAVANT PARTNERS, LLC → | RIA / FO | $310M | SAN MATEO, CA | CRD 312567 |
| TRUNORTH FINANCIAL SERVICES, INC. → | RIA / FO | $309M | CHAMBERSBURG, PA | CRD 111308 |
| BEACON FINANCIAL STRATEGIES CORP. → | RIA / FO | $309M | RALEIGH, NC | CRD 132987 |
| FOUNDERS EQUITY PARTNERS → | RIA / FO | $309M | JACKSON, WY | CRD 282022 |
| PROSPECT CAPITAL ADVISORS, LLC → | RIA / FO | $309M | SAUSALITO, CA | CRD 119531 |
| AIM CAPITAL → | RIA / FO | $309M | SCOTTSDALE, AZ | CRD 165183 |
| WESTERN FINANCIAL CORPORATION → | RIA / FO | $309M | SAN DIEGO, CA | CRD 6118 |
| MILESTONE ASSET MANAGEMENT GROUP, LLC → | RIA / FO | $309M | AVON, CT | CRD 282896 |
| MERIWETHER WEALTH & PLANNING, LLC → | RIA / FO | $309M | MINDEN, LA | CRD 310713 |
| SAMJO MANAGEMENT, LLC → | RIA / FO | $309M | NEW YORK, NY | CRD 326808 |
| SYNERGY FINANCIAL PARTNERS, LLC → | RIA / FO | $309M | DENVER, CO | CRD 305287 |
| NEW PERSPECTIVES, INC. → | RIA / FO | $309M | RIDGELAND, MS | CRD 113925 |
| CHRONOMETER PARTNERS LP → | RIA / FO | $308M | PITTSBURGH, PA | CRD 339929 |
| FINIVI INC. → | RIA / FO | $308M | WESTBOROUGH, MA | CRD 292329 |
| BEACON WEALTHCARE LLC → | RIA / FO | $308M | RALEIGH, NC | CRD 312556 |
| MERIT FINANCIAL PARTNERS LLC → | RIA / FO | $308M | MASPETH, NY | CRD 141359 |
| CARRIAGE SERVICES INVESTMENT ADVISORS, INC. → | RIA / FO | $308M | HOUSTON, TX | CRD 164325 |
| COVINGTON & ASSOCIATES, INC. → | RIA / FO | $308M | WESTFIELD, NJ | CRD 113357 |
| BROADWAY WEALTH SOLUTIONS → | RIA / FO | $308M | SAN ANTONIO, TX | CRD 291753 |
| KOTYS WEALTH PROFESSIONALS → | RIA / FO | $308M | VALPARAISO, IN | CRD 168156 |
| S SQUARED TECHNOLOGY, LLC → | RIA / FO | $308M | – | CRD 124441 |
| BATTLE INVESTMENT GROUP, LLC → | RIA / FO | $308M | ATLANTA, GA | CRD 283292 |