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 10201–10300 (page 103 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LETSON INVESTMENT MANAGEMENT, INC. → | RIA / FO | $296M | – | CRD 125830 |
| AUSTIN MONEY MANAGEMENT CORPORATION → | RIA / FO | $296M | AUSTIN, TX | CRD 302038 |
| ALPHA CAPITAL FAMILY OFFICE, LLC → | RIA / FO | $296M | GREENWOOD VILLAGE, CO | CRD 307521 |
| PALATINE HILL WEALTH MANAGEMENT → | RIA / FO | $296M | BIRMINGHAM, MI | CRD 305619 |
| INFUSIVE ASSET MANAGEMENT INC. → | RIA / FO | $296M | NEW YORK, NY | CRD 285765 |
| COLBERT INVESTMENT MANAGEMENT CO → | RIA / FO | $296M | MIAMI, FL | CRD 108642 |
| ORCHID ADVISORY → | RIA / FO | $296M | DALLAS, TX | CRD 327750 |
| 22NW, LP → | RIA / FO | $296M | SEATTLE, WA | CRD 230788 |
| SQUARE ADVISORS, LLC → | RIA / FO | $295M | LONDON | CRD 160578 |
| HWA FINANCIAL GROUP → | RIA / FO | $295M | ELLICOTT CITY, MD | CRD 120745 |
| UNION HERITAGE CAPITAL → | RIA / FO | $295M | DETROIT, MI | CRD 309768 |
| GUILD CAPITAL MANAGEMENT → | RIA / FO | $295M | – | CRD 307569 |
| DOUGLAS CAPITAL MANAGEMENT INC → | RIA / FO | $295M | JACKSONVILLE, FL | CRD 106262 |
| TRACE WEALTH ADVISORS → | RIA / FO | $295M | – | CRD 317542 |
| KRANE FINANCIAL SOLUTIONS → | RIA / FO | $295M | CALABASAS, CA | CRD 153594 |
| CARPENTER, CLAYDON ADVISORS, INC. → | RIA / FO | $295M | MAITLAND, FL | CRD 143516 |
| STEWARDSHIP TRUST ADVISORS → | RIA / FO | $295M | GRANDVILLE, MI | CRD 121348 |
| ILLUMEN CAPITAL MANAGEMENT, LLC → | RIA / FO | $295M | OAKLAND, CA | CRD 305411 |
| MADISON PARK CAPITAL ADVISORS, LLC → | RIA / FO | $295M | SEATTLE, WA | CRD 172780 |
| LINEAGE POINT CAPITAL LP → | RIA / FO | $295M | – | CRD 338216 |
| WALL CAPITAL GROUP, INC. → | RIA / FO | $295M | PHOENIX, AZ | CRD 105913 |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC → | RIA / FO | $295M | WEBSTER, NY | CRD 284920 |
| BRIZO CAPITAL, LP → | RIA / FO | $294M | NEW YORK, NY | CRD 298102 |
| BUILDGROUP MANAGEMENT → | RIA / FO | $294M | AUSTIN, TX | CRD 289150 |
| ESTATE MANAGEMENT COUNSELORS,LLC → | RIA / FO | $294M | ATLANTA, GA | CRD 126624 |
| CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC. → | RIA / FO | $294M | RICHLAND, WA | CRD 116556 |
| BAUGH & ASSOCIATES, LLC → | RIA / FO | $294M | ATLANTA, GA | CRD 136342 |
| A.R.T. ADVISORS, LLC → | RIA / FO | $294M | NEW YORK, NY | CRD 161643 |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC → | RIA / FO | $294M | COLUMBIA, MO | CRD 306311 |
| M.C. BYRD WEALTH MANAGEMENT, LLC → | RIA / FO | $294M | BELLVILLE, TX | CRD 151070 |
| PLUS CAPITAL → | RIA / FO | $294M | VENICE, CA | CRD 167459 |
| MDT FINANCIAL ADVISORS, LLC → | RIA / FO | $294M | WEBSTER, TX | CRD 340925 |
| GENERATIVE INVESTMENT PARTNERS LP → | RIA / FO | $294M | GREENWICH, CT | CRD 312473 |
| SHERWOOD FINANCIAL PARTNERS, LLC → | RIA / FO | $294M | WESTLAKE VILLAGE, CA | CRD 301329 |
| PROJECT LEVEL MANAGEMENT COMPANY, LLC → | RIA / FO | $294M | CHICAGO, IL | CRD 335704 |
| RESOLUTE WEALTH ADVISOR, INC. → | RIA / FO | $294M | FINDLAY, OH | CRD 290349 |
| NUCLO WEALTH → | RIA / FO | $294M | HOUSTON, TX | CRD 317730 |
| COPPERPLATE CAPITAL LLC → | RIA / FO | $294M | MENLO PARK, CA | CRD 174528 |
| NEXTGEN GROWTH PARTNERS, LLC → | RIA / FO | $294M | CHICAGO, IL | CRD 285024 |
| NEWMILE CAPITAL LLC → | RIA / FO | $294M | – | CRD 333726 |
| ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. → | RIA / FO | $294M | ELMHURST, NY | CRD 106574 |
| PRIVATE PORTFOLIOS, INC. → | RIA / FO | $293M | SAN MATEO, CA | CRD 111905 |
| TRADEMARK FINANCIAL MANAGEMENT, LLC → | RIA / FO | $293M | BLOOMINGTON, MN | CRD 116543 |
| TATE PRIVATE WEALTH ADVISERS → | RIA / FO | $293M | SACRAMENTO, CA | CRD 120938 |
| FIDUCIARY FINANCIAL PARTNERS, LLC → | RIA / FO | $293M | NAPERVILLE, IL | CRD 156389 |
| PELKONEN AND ASSOCIATES LLC → | RIA / FO | $293M | MELVILLE, NY | CRD 305933 |
| GREENWICH ADVISORS, LLC → | RIA / FO | $293M | – | CRD 165892 |
| MASTERTON CAPITAL MANAGEMENT, LP → | RIA / FO | $293M | NEW YORK, NY | CRD 308917 |
| MFA WEALTH SERVICES → | RIA / FO | $293M | THOUSAND OAKS, CA | CRD 169013 |
| 22V ASSET MANAGEMENT → | RIA / FO | $293M | NEW YORK, NY | CRD 323898 |
| BLUEPRINT PARTNERS LLC → | RIA / FO | $293M | TRAVERSE CITY, MI | CRD 312902 |
| KILTERHOWLING LLC → | RIA / FO | $293M | BOULDER, CO | CRD 169684 |
| RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC. → | RIA / FO | $293M | ANN ARBOR, MI | CRD 162268 |
| HEMMING& WEALTH MANAGEMENT, INC. → | RIA / FO | $293M | TRAVERSE CITY, MI | CRD 300918 |
| WHITEBARK INVESTORS → | RIA / FO | $292M | INCLINE VILLAGE, NV | CRD 331803 |
| HAMILTON ROBINSON LLC → | RIA / FO | $292M | STAMFORD, CT | CRD 162590 |
| CORNERSTONE FINANCIAL GROUP,LLC → | RIA / FO | $292M | OMAHA, NE | CRD 129246 |
| LUKEN INVESTMENT ANALYTICS, LLC → | RIA / FO | $292M | BRENTWOOD, TN | CRD 169008 |
| APEX STRATEGIC WEALTH, LLC → | RIA / FO | $292M | CHATTANOOGA, TN | CRD 308569 |
| CASSADY WEALTH & RETIREMENT PLANNING L.L.C. → | RIA / FO | $292M | HENDERSON, NV | CRD 309710 |
| DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. → | RIA / FO | $292M | PALO ALTO, CA | CRD 307581 |
| FIVE CORNERS FINANCIAL SERVICES → | RIA / FO | $292M | EASTON, MA | CRD 338120 |
| EFINANCIAL ALLIANCE, LLC → | RIA / FO | $292M | FRANKLIN, TN | CRD 161352 |
| NEU WEALTH GROUP → | RIA / FO | $292M | – | CRD 316673 |
| LONG ISLAND WEALTH MANAGEMENT, INC. → | RIA / FO | $292M | MELVILLE, NY | CRD 173363 |
| MADDEN ADVISORY SERVICES, INC. → | RIA / FO | $292M | JACKSONVILLE, FL | CRD 112607 |
| DUDLEY CAPITAL MANAGEMENT LLC → | RIA / FO | $292M | MIDDLEBURG, VA | CRD 282958 |
| MCNAUGHTON WEALTH MANAGEMENT, LLC → | RIA / FO | $292M | SAN DIEGO, CA | CRD 300330 |
| HATCH COVE CAPITAL, LLC → | RIA / FO | $292M | – | CRD 324472 |
| SUGAR MAPLE ASSET MANAGEMENT, LLC → | RIA / FO | $292M | SISTER BAY, WI | CRD 282632 |
| THE PLANNING GROUP → | RIA / FO | $291M | NORTHFIELD, IL | CRD 298496 |
| MILLINGTON FINANCIAL ADVISORS, LLC → | RIA / FO | $291M | NAPERVILLE, IL | CRD 156315 |
| THE ELLERSON GROUP INC → | RIA / FO | $291M | ANNAPOLIS, MD | CRD 106658 |
| KESTREL PARTNERS LLP → | RIA / FO | $291M | LONDON | CRD 226573 |
| IDIRECT PRIVATE CREDIT ADVISORS LLC → | RIA / FO | $291M | NEW YORK, NY | CRD 333824 |
| EPIQ PARTNERS, LLC → | RIA / FO | $291M | MINNEAPOLIS, MN | CRD 165139 |
| INVESTBEV → | RIA / FO | $291M | CHICAGO, IL | CRD 325508 |
| VIVID WEALTH MANAGEMENT, LLC → | RIA / FO | $291M | WEST DES MOINES, IA | CRD 322974 |
| FLOWERING TREE INVESTMENT MANAGEMENT PTE. LTD. → | RIA / FO | $291M | SINGAPORE | CRD 159747 |
| NEW RHEIN HEALTHCARE INVESTORS LLC → | RIA / FO | $291M | PHILADELPHIA, PA | CRD 300842 |
| ACCRETIVE WEALTH MANAGEMENT, LLC → | RIA / FO | $291M | SAN RAMON, CA | CRD 164341 |
| LEIGH BALDWIN & CO., LLC → | RIA / FO | $291M | CAZENOVIA, NY | CRD 38751 |
| LOCKSHIELD PARTNERS, INC. → | RIA / FO | $291M | GLASGOW, KY | CRD 175433 |
| BIRKS FINANCIAL CORP. → | RIA / FO | $291M | HERNDON, VA | CRD 118623 |
| GODSHALK WELSH CAPITAL MANAGEMENT, INC. → | RIA / FO | $290M | RADNOR, PA | CRD 106410 |
| MARTIN CAPITAL PARTNERS, LLC → | RIA / FO | $290M | EUGENE, OR | CRD 153452 |
| HMOUNT ASSET MANAGEMENT (HK) LIMITED → | RIA / FO | $290M | HONG KONG | CRD 305937 |
| ASPIRE WEALTH ARCHITECTS → | RIA / FO | $290M | WEXFORD, PA | CRD 297090 |
| MBIA CAPITAL ADVISORS → | RIA / FO | $290M | CINCINNATI, OH | CRD 154255 |
| FOX HILL WEALTH MANAGEMENT → | RIA / FO | $290M | DEDHAM, MA | CRD 321881 |
| GIMBAL FINANCIAL, LLC → | RIA / FO | $290M | CARMEL, IN | CRD 159003 |
| PACIFIC SUN FINANCIAL CORP → | RIA / FO | $290M | LOS ANGELES, CA | CRD 284286 |
| RETIREMENT PORTFOLIOS, LLC → | RIA / FO | $290M | LAWRENCE, KS | CRD 330289 |
| FULL FINANCIAL INC. → | RIA / FO | $290M | – | CRD 330574 |
| CIFC PRIVATE CREDIT MANAGEMENT LLC → | RIA / FO | $290M | MIAMI, FL | CRD 334020 |
| LEGACY WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $290M | LYNCHBURG, VA | CRD 322235 |
| POMONA WEALTH MANAGEMENT, LLC → | RIA / FO | $290M | – | CRD 329171 |
| ORSER CAPITAL MANAGEMENT LLC → | RIA / FO | $290M | SOUTHLAKE, TX | CRD 144847 |
| LITFUND → | RIA / FO | $290M | MILL VALLEY, CA | CRD 330517 |
| ONE STONE PARTNERS L.L.C. → | RIA / FO | $290M | MIAMI, FL | CRD 163742 |