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.
23,520 matches · showing 10101–10200 (page 102 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CYPRESS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $302M | OAKBROOK TERRACE, IL | CRD 327810 |
| FAI ADVISORS, INC. → | RIA / FO | $302M | FARMINGTON HILLS, MI | CRD 122132 |
| CORE FINANCIAL → | RIA / FO | $302M | EL SEGUNDO, CA | CRD 155205 |
| MASSACHUSETTS WEALTH MANAGEMENT, LLC → | RIA / FO | $301M | NORTH ANDOVER, MA | CRD 160235 |
| PRAXIS CAPITAL MANAGEMENT LLC → | RIA / FO | $301M | CHICAGO, IL | CRD 333052 |
| BLUE DIAMOND CAPITAL INVESTMENT ADVISORS → | RIA / FO | $301M | PROVO, UT | CRD 333059 |
| SENESCHAL FAMILY OFFICE → | RIA / FO | $301M | TACOMA, WA | CRD 131618 |
| BAC CAPITAL ADVISORS LLC → | RIA / FO | $301M | SEATTLE, WA | CRD 116816 |
| PARSOW MANAGEMENT LLC → | RIA / FO | $301M | – | CRD 160486 |
| FFP WEALTH MANAGEMENT, LLC → | RIA / FO | $301M | COON RAPIDS, MN | CRD 300253 |
| KINLOCH CAPITAL, LLC → | RIA / FO | $301M | GLEN ALLEN, VA | CRD 300735 |
| CONCORD MANAGEMENT SERVICES, LLC → | RIA / FO | $301M | SUMMIT, NJ | CRD 292760 |
| INNOVAHEALTH PARTNERS → | RIA / FO | $301M | NEW YORK, NY | CRD 297788 |
| RETIRABLE → | RIA / FO | $301M | NEW YORK, NY | CRD 307472 |
| JOHNSON FINANCIAL ADVISORS → | RIA / FO | $301M | TEMPE, AZ | CRD 104621 |
| TRIVENI CAPITAL INVESTMENTS LP → | RIA / FO | $301M | STAMFORD, CT | CRD 325802 |
| VITAL WEALTH MANAGEMENT, LLC → | RIA / FO | $301M | ROSEMONT, IL | CRD 156455 |
| CASTLE RIDGE ASSET MANAGEMENT LIMITED → | RIA / FO | $301M | TORONTO, ONTARIO | CRD 309774 |
| TRUNORTH ADVISORS → | RIA / FO | $301M | GREENVILLE, SC | CRD 304558 |
| PL3 CAPITAL LP → | RIA / FO | $301M | SUNNY ISLES BEACH, FL | CRD 331201 |
| CAUBLE & HARRE WEALTH MANAGEMENT, INC. → | RIA / FO | $301M | ST. LOUIS, MO | CRD 143812 |
| TRANSITION FINANCIAL ADVISORS GROUP, LLC → | RIA / FO | $301M | – | CRD 116089 |
| LIFEINVEST WEALTH MANAGEMENT, LTD → | RIA / FO | $301M | MIAMI, FL | CRD 146966 |
| MICA CREEK CAPITAL LLC → | RIA / FO | $301M | STEAMBOAT SPRINGS, CO | CRD 325642 |
| PINNACLE CAPITAL MANAGEMENT, LLC → | RIA / FO | $300M | EAST SYRACUSE, NY | CRD 141661 |
| STANGIER WEALTH MANAGEMENT → | RIA / FO | $300M | CLACKAMAS, OR | CRD 171336 |
| SUMMIT PLACE FINANCIAL ADVISORS, LLC → | RIA / FO | $300M | SUMMIT, NJ | CRD 147984 |
| WESTWOOD WEALTH MANAGEMENT → | RIA / FO | $300M | LOS ANGELES, CA | CRD 290658 |
| CAPITAL WEALTH ALLIANCE, LLC → | RIA / FO | $300M | SCOTTSDALE, AZ | CRD 298257 |
| WEALTH ADVISORS NETWORK, INC. → | RIA / FO | $300M | HASTINGS, NE | CRD 113836 |
| DEEPWORK CAPITAL, LLC → | RIA / FO | $300M | ORLANDO, FL | CRD 314673 |
| KRENSAVAGE ASSET MANAGEMENT, LLC → | RIA / FO | $300M | NEW YORK, NY | CRD 168976 |
| CLOUD CAPITAL MANAGEMENT → | RIA / FO | $300M | SEATTLE, WA | CRD 317325 |
| SPRENG CAPITAL MANAGEMENT, INC. → | RIA / FO | $300M | BUCYRUS, OH | CRD 119902 |
| OPTIMUM FINANCIAL SERVICES, LLC → | RIA / FO | $300M | JACKSON, MS | CRD 105878 |
| GUARDIAN WEALTH ADVISORS, LLC → | RIA / FO | $300M | ST LOUIS PARK, MN | CRD 143254 |
| AZZENDO WEALTH ADVISORS → | RIA / FO | $300M | CORAL GABLES, FL | CRD 145919 |
| BIRCHCREEK WEALTH MANAGEMENT, LLC → | RIA / FO | $300M | MIAMI TOWNSHIP, OH | CRD 304207 |
| MONTEREY WEALTH → | RIA / FO | $300M | ATLANTA, GA | CRD 172577 |
| KENNON FINANCIAL → | RIA / FO | $300M | SARASOTA, FL | CRD 301130 |
| ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM → | RIA / FO | $300M | LIBERTY LAKE, WA | CRD 7726 |
| CAPITAL WEST PARTNERS, LLC → | RIA / FO | $300M | TUCSON, AZ | CRD 130762 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC → | RIA / FO | $300M | LOS ANGELES, CA | CRD 291645 |
| CIC, LLC → | RIA / FO | $300M | MARCO ISLAND, FL | CRD 311969 |
| PANORAMIC CAPITAL, LLC → | RIA / FO | $300M | LARKSPUR, CA | CRD 153450 |
| STONECROP WEALTH ADVISORS, LLC → | RIA / FO | $300M | WEST CHESTER, PA | CRD 306486 |
| SECURITY FIRST FINANCIAL → | RIA / FO | $300M | SWARTZ CREEK, MI | CRD 122408 |
| MANER WEALTH → | RIA / FO | $299M | LANSING, MI | CRD 308146 |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP → | RIA / FO | $299M | GREENWICH, CT | CRD 288555 |
| POLPO CAPITAL MANAGEMENT LLC → | RIA / FO | $299M | – | CRD 323907 |
| STONEPATH WEALTH MANAGEMENT → | RIA / FO | $299M | TRAVERSE CITY, MI | CRD 328977 |
| MQS MANAGEMENT, LLC → | RIA / FO | $299M | NEW YORK, NY | CRD 161238 |
| PETERSON FINANCIAL GROUP, INC. → | RIA / FO | $299M | DES MOINES, IA | CRD 169519 |
| HAMRICK INVESTMENT COUNSEL, LLC → | RIA / FO | $299M | SEATTLE, WA | CRD 116314 |
| KOVALCIK & GERAGHTY WEALTH PARTNERS LLP → | RIA / FO | $299M | UPPER ARLINGTON, OH | CRD 159811 |
| VILLAFRANCO WEALTH MANAGEMENT → | RIA / FO | $299M | – | CRD 110371 |
| GATEPASS CAPITAL, LLC → | RIA / FO | $299M | INDEPENDENCE, OH | CRD 329404 |
| GENESIA INVESTMENTS LLC → | RIA / FO | $299M | – | CRD 329661 |
| RIVERPARK CAPITAL MANAGEMENT LLC → | RIA / FO | $299M | NEW YORK, NY | CRD 150798 |
| DOVETAIL FINANCIAL GROUP LLC → | RIA / FO | $299M | WILMINGTON, NC | CRD 311298 |
| ROUBAIX CAPITAL, LLC → | RIA / FO | $299M | DENVER, CO | CRD 269879 |
| SEARCH FUND ACCELERATOR, LLC → | RIA / FO | $299M | NEW ORLEANS, LA | CRD 281491 |
| PHYSICIAN WEALTH SOLUTIONS → | RIA / FO | $299M | – | CRD 151570 |
| OSMOSIS INVESTMENT MANAGEMENT US LLC → | RIA / FO | $299M | LONDON | CRD 283049 |
| AQUA ADVISORS LLC → | RIA / FO | $299M | – | CRD 285399 |
| CRESCENT HILL PARTNERS LLC → | RIA / FO | $299M | SARATOGA SPRINGS, NY | CRD 166276 |
| CORE CAPITAL MANAGEMENT AND RESEARCH INC. → | RIA / FO | $299M | HOUSTON, TX | CRD 146285 |
| GS GAMMA ADVISORS, LLC → | RIA / FO | $299M | NEW YORK, NY | CRD 135424 |
| AVID WEALTH PARTNERS, LLC → | RIA / FO | $299M | SAN ANTONIO, TX | CRD 323124 |
| CONSELLO CAPITAL → | RIA / FO | $299M | NEW YORK, NY | CRD 317399 |
| BOWERS WEALTH MANAGEMENT, INC. → | RIA / FO | $299M | GLENBROOK, NV | CRD 145476 |
| SARISSA CAPITAL MANAGEMENT LP → | RIA / FO | $298M | GREENWICH, CT | CRD 167244 |
| TREND TRADE PRO, LLC → | RIA / FO | $298M | PASADENA, CA | CRD 328383 |
| KAILASA CAPITAL MANAGEMENT LLC → | RIA / FO | $298M | PITTSBURGH, PA | CRD 286159 |
| UNISON ASSET MANAGEMENT LLC → | RIA / FO | $298M | AVENTURA, FL | CRD 288249 |
| INTERWEALTH MANAGEMENT, LLC → | RIA / FO | $298M | SCOTTSDALE, AZ | CRD 155597 |
| MARSHALL INVESTMENT MANAGEMENT, LLC → | RIA / FO | $298M | GREENWOOD VILLAGE, CO | CRD 174817 |
| INNOVATIVE ASSET ADVISORS GROUP → | RIA / FO | $298M | SHELTON, CT | CRD 336773 |
| WRENNE FINANCIAL PLANNING LLC → | RIA / FO | $298M | – | CRD 173029 |
| ITS ASSET MANAGEMENT, L.P. → | RIA / FO | $298M | NORTH HAVEN, CT | CRD 106977 |
| AVOS CAPITAL MANAGEMENT, LLC → | RIA / FO | $298M | DARIEN, CT | CRD 313979 |
| STERN CAPITAL MANAGEMENT, INC. → | RIA / FO | $298M | OLD BRIDGE, NJ | CRD 124405 |
| STERLING BAY CAPITAL ADVISERS, LLC → | RIA / FO | $298M | CHICAGO, IL | CRD 172242 |
| MERCATOR PARTNERS → | RIA / FO | $298M | PRINCETON, NJ | CRD 318911 |
| ANANYM CAPITAL MANAGEMENT, LP → | RIA / FO | $298M | NEW YORK, NY | CRD 332320 |
| TAP ROOT CAPITAL MANAGEMENT LP → | RIA / FO | $297M | SUMMIT, NJ | CRD 334936 |
| GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC → | RIA / FO | $297M | TEMPE, AZ | CRD 306068 |
| OPINICUS → | RIA / FO | $297M | TAMPA, FL | CRD 168344 |
| TANDEMGROWTH FINANCIAL ADVISORS, LLC → | RIA / FO | $297M | ALPHARETTA, GA | CRD 125490 |
| CALDER FINANCIAL GROUP → | RIA / FO | $297M | ADA, MI | CRD 143973 |
| CAISSA WEALTH STRATEGIES → | RIA / FO | $297M | BLOOMINGTON, MN | CRD 150458 |
| STERLING CAPITAL MANAGEMENT INC → | RIA / FO | $297M | BROOKFIELD, WI | CRD 106822 |
| BEACON FINANCIAL ADVISORS LTD → | RIA / FO | $297M | HOUSTON, TX | CRD 106164 |
| HIGH TRAIL CAPITAL → | RIA / FO | $297M | HOBOKEN, NJ | CRD 305245 |
| MATTERS CAPITAL LLC → | RIA / FO | $297M | CORAL GABLES, FL | CRD 333776 |
| ADW CAPITAL MANAGEMENT LLC → | RIA / FO | $297M | – | CRD 175486 |
| USA FINANCIAL SECURITIES LLC → | RIA / FO | $297M | ADA, MI | CRD 103857 |
| BIRCHBROOK → | RIA / FO | $296M | BANGOR, ME | CRD 105164 |
| BEST INVEST → | RIA / FO | $296M | SAN ANTONIO, TX | CRD 297599 |
| THE YANKER GROUP → | RIA / FO | $296M | MANCHESTER, MO | CRD 281364 |