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 10301–10400 (page 104 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BLUEFIN FINANCIAL → | RIA / FO | $290M | MOORESTOWN, NJ | CRD 288375 |
| FAYERWEATHER MANAGEMENT, LLC → | RIA / FO | $290M | CAMBRIDGE, MA | CRD 187517 |
| HILEY HUNT WEALTH MANAGEMENT, INC. → | RIA / FO | $290M | OMAHA, NE | CRD 164942 |
| WATCHTOWER ADVISORS, LP → | RIA / FO | $289M | OLD GREENWICH, CT | CRD 299887 |
| FAMILY CFO INC → | RIA / FO | $289M | – | CRD 127335 |
| GRANT KOEHLER & LEVIN LTD. → | RIA / FO | $289M | – | CRD 125531 |
| ALCOVA CAPITAL MANAGEMENT LP → | RIA / FO | $289M | NEW YORK, NY | CRD 298021 |
| GRADIENT ADVISORS, LLC → | RIA / FO | $289M | ARDEN HILLS, MN | CRD 152665 |
| AIFAM GROUP LLC → | RIA / FO | $289M | RYE, NY | CRD 158290 |
| AIGA CAPITAL PARTNERS LLC → | RIA / FO | $289M | JERSEY CITY, NJ | CRD 311692 |
| ARBA CREDIT MANAGEMENT, L.P. → | RIA / FO | $289M | CONSHOHOCKEN, PA | CRD 304734 |
| NORTH STAR ADVISORY GROUP, LLC → | RIA / FO | $289M | BEACHWOOD, OH | CRD 171694 |
| GUARDIAN WEALTH MANAGEMENT INC. → | RIA / FO | $289M | PEORIA, IL | CRD 154159 |
| PFG PRIVATE WEALTH MANAGEMENT, LLC → | RIA / FO | $289M | LUTZ, FL | CRD 282301 |
| IMPACTFOLIO LLC → | RIA / FO | $289M | DENVER, CO | CRD 291716 |
| CHATHAM CAPITAL → | RIA / FO | $289M | ATLANTA, GA | CRD 160961 |
| POWER INNOVATION PARTNERS, L.P. → | RIA / FO | $289M | NEW YORK, NY | CRD 312100 |
| GREENHOUSE WEALTH MANAGEMENT, LLC → | RIA / FO | $289M | WESTPORT, CT | CRD 283763 |
| ACADIA INFRASTRUCTURE CAPITAL LP → | RIA / FO | $289M | NEW YORK, NY | CRD 326032 |
| YELLOWSTONE CAPITAL PARTNERS → | RIA / FO | $289M | GAINESVILLE, FL | CRD 324681 |
| PHILIP VONGONTARD, CFA, LLC → | RIA / FO | $289M | ST.LOUIS, MO | CRD 127938 |
| GF CAPITAL ASSET ADVISORS, LLC → | RIA / FO | $288M | NEW YORK, NY | CRD 160144 |
| FINANCIAL GUIDANCE GROUP, INC. → | RIA / FO | $288M | – | CRD 108799 |
| HESMER WEALTH MANAGEMENT LLC → | RIA / FO | $288M | – | CRD 340213 |
| RIDGEPOST CAPITAL ADVISORS, LLC → | RIA / FO | $288M | DALLAS, TX | CRD 314664 |
| TRACTION FINANCIAL PARTNERS → | RIA / FO | $288M | ENCAMPMENT, WY | CRD 315215 |
| PALISADE INFRASTRUCTURE → | RIA / FO | $288M | NEW YORK, NY | CRD 322412 |
| WORTH ASSET MANAGEMENT → | RIA / FO | $288M | DALLAS, TX | CRD 166970 |
| ECHO WEALTH MANAGEMENT, LLC → | RIA / FO | $288M | PLYMOUTH, MN | CRD 174136 |
| INNOVA WEALTH PARTNERS, LLC → | RIA / FO | $288M | NEWTOWN, PA | CRD 168500 |
| KANANI ADVISORY GROUP INC. → | RIA / FO | $288M | IRVINE, CA | CRD 288314 |
| MOELIS ASSET CATALYST PARTNERS → | RIA / FO | $288M | ST LOUIS, MO | CRD 327289 |
| FINANCIAL INDEPENDENCE, LLC → | RIA / FO | $288M | WARWICK, RI | CRD 150515 |
| CAPITAL CITIES INVESTMENTS → | RIA / FO | $288M | INDIANAPOLIS, IN | CRD 116185 |
| OPTIVISE ADVISORY SERVICES LLC → | RIA / FO | $288M | FRANKLIN, TN | CRD 301764 |
| SOUTHWEST MONEY MANAGEMENT INC → | RIA / FO | $288M | – | CRD 109668 |
| GRAND CENTRAL MUSIC → | RIA / FO | $288M | – | CRD 329208 |
| LIQUID CAPITAL MANAGEMENT LLC → | RIA / FO | $288M | LOS ANGELES, CA | CRD 299577 |
| BROADLIGHT CAPITAL MANAGEMENT, LLC → | RIA / FO | $288M | GREENWICH, CT | CRD 315015 |
| ONE WEALTH MAP, LLC → | RIA / FO | $287M | LAS VEGAS, NV | CRD 171750 |
| BURKHOLDER & ASSOCIATES, LLC → | RIA / FO | $287M | WASHINGTON, DC | CRD 313338 |
| MARTIN NELSON & CO., INC. → | RIA / FO | $287M | SEATTLE, WA | CRD 2903 |
| VALTRION CAPITAL MANAGEMENT, LLC → | RIA / FO | $287M | FRANKLIN, TN | CRD 318048 |
| VALLEY FINANCIAL GROUP → | RIA / FO | $287M | AMBLER, PA | CRD 312254 |
| THE GORES GROUP, LLC → | RIA / FO | $287M | BEVERLY HILLS, CA | CRD 160598 |
| RICE FINANCIAL CONSULTING, INC. → | RIA / FO | $287M | LOS GATOS, CA | CRD 170346 |
| KAIZEN FINANCIAL STRATEGIES, LLC → | RIA / FO | $287M | PLEASANTON, CA | CRD 298248 |
| TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT → | RIA / FO | $287M | BROWNSBURG, IN | CRD 147676 |
| PERINI CAPITAL → | RIA / FO | $287M | CARLSBAD, NM | CRD 158540 |
| MCBEATH FINANCIAL GROUP → | RIA / FO | $287M | NORMAL, IL | CRD 167188 |
| PATHWAYS WEALTH MANAGEMENT, INC. → | RIA / FO | $287M | – | CRD 154125 |
| GAP ASSET MANAGEMENT, LLC → | RIA / FO | $287M | SOUTH BEND, IN | CRD 309925 |
| LYNX CAPITAL GROUP LTD → | RIA / FO | $287M | – | CRD 120459 |
| ALCHEMI WEALTH, LLC → | RIA / FO | $287M | ESSEX, CT | CRD 310451 |
| WESTBECK CAPITAL MANAGEMENT LLP → | RIA / FO | $287M | LONDON, ENGLAND | CRD 324606 |
| SKYVIEW FINANCIAL GROUP, LLC → | RIA / FO | $287M | PONTE VEDRA BEACH, FL | CRD 310581 |
| OTTO & ASSOCIATES, INC. → | RIA / FO | $287M | NORWICH, VT | CRD 109493 |
| VILA, LLC → | RIA / FO | $287M | SAN FRANCISCO, CA | CRD 307186 |
| J.F. WILLIAMS CO., INC. → | RIA / FO | $286M | DENVER, CO | CRD 113569 |
| TRITONPOINT PARTNERS, LLC → | RIA / FO | $286M | CHEVY CHASE, MD | CRD 333259 |
| BAU ADVISORS → | RIA / FO | $286M | MIAMI, FL | CRD 301667 |
| THE FOUNDATION INVESTMENT GROUP → | RIA / FO | $286M | LAFAYETTE, CA | CRD 318369 |
| JIM SAULNIER & ASSOCIATES, LLC → | RIA / FO | $286M | FORT COLLINS, CO | CRD 169889 |
| SHAKER FINANCIAL SERVICES → | RIA / FO | $286M | ANNAPOLIS, MD | CRD 121534 |
| LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES → | RIA / FO | $286M | HOUSTON, TX | CRD 105835 |
| SCHULHOFF & CO INC → | RIA / FO | $286M | CINCINNATI, OH | CRD 105264 |
| RPC PRIVATE WEALTH, LLC → | RIA / FO | $286M | HINSDALE, IL | CRD 298527 |
| THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC → | RIA / FO | $286M | CLEARWATER, FL | CRD 326421 |
| SYNCHRONOUS WEALTH ADVISORS LLC → | RIA / FO | $286M | – | CRD 317161 |
| LOTUSGROUP ADVISORS → | RIA / FO | $286M | DENVER, CO | CRD 143379 |
| PRESTON WEALTH ADVISORS, LLC. → | RIA / FO | $286M | RESTON, VA | CRD 165983 |
| WESBANCO SECURITIES, INC. → | RIA / FO | $286M | ST CLAIRSVILLE, OH | CRD 43276 |
| SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC → | RIA / FO | $286M | RENO, NV | CRD 336187 |
| FINANCIAL FORUM, INC. → | RIA / FO | $286M | SPOKANE, WA | CRD 307740 |
| GRIDIRON PARTNERS, LLC → | RIA / FO | $286M | WEXFORD, PA | CRD 300920 |
| RIVERCREST CAPITAL MANAGEMENT LLC → | RIA / FO | $286M | FORT WORTH, TX | CRD 284911 |
| OMNISTAR FINANCIAL GROUP, INC. → | RIA / FO | $286M | WILMINGTON, NC | CRD 138515 |
| GOLD MEDAL WATERS, INC. → | RIA / FO | $286M | – | CRD 132294 |
| EDEN GLOBAL ADVISORS LLC → | RIA / FO | $286M | NEW YORK, NY | CRD 317761 |
| INTEGRITY WEALTH ADVISORS, INC. → | RIA / FO | $285M | VENTURA, CA | CRD 281708 |
| THE PALMER KNIGHT COMPANY → | RIA / FO | $285M | JACKSONVILLE, FL | CRD 112983 |
| FINGERLAKES WEALTH MANAGEMENT, INC. → | RIA / FO | $285M | ITHACA, NY | CRD 149709 |
| NEW ENGLAND RESEARCH & MANAGEMENT, INC. → | RIA / FO | $285M | CHICAGO, IL | CRD 110739 |
| AYRSHIRE CAPITAL MANAGEMENT LLC → | RIA / FO | $285M | WESTPORT, CT | CRD 157883 |
| OAKTRUST WEALTH ADVISORS, LLC → | RIA / FO | $285M | – | CRD 170827 |
| TENCAP WEALTH COACHING → | RIA / FO | $285M | SOUTH JORDAN, UT | CRD 166130 |
| PANDORA WEALTH, INC. → | RIA / FO | $285M | OAKBROOK TERRACE, IL | CRD 331816 |
| PHYSICIAN FAMILY FINANCIAL ADVISORS INC → | RIA / FO | $285M | BEAVERTON, OR | CRD 138433 |
| PEARSON CREEK CAPITAL MANAGEMENT LLC → | RIA / FO | $285M | CHICAGO, IL | CRD 160354 |
| CAPITAL FINANCIAL PLANNERS → | RIA / FO | $285M | SALEM, OR | CRD 310168 |
| KANE COMPANY WEALTH MANAGEMENT, INC. → | RIA / FO | $285M | JOHNSTON, IA | CRD 115756 |
| OAK ADVISORS, LLC → | RIA / FO | $285M | BLUFFTON, SC | CRD 137192 |
| CORNERSTONE WEALTH MANAGEMENT GROUP → | RIA / FO | $285M | GREENEVILLE, TN | CRD 313269 |
| OATH PLANNING, LLC → | RIA / FO | $285M | TULSA, OK | CRD 299187 |
| LIGHTHOUSE RETIREMENT → | RIA / FO | $285M | PONTE VEDRA, FL | CRD 147403 |
| SOUND STEWARDSHIP, LLC → | RIA / FO | $285M | OVERLAND PARK, KS | CRD 129755 |
| OPEN WINDOW FINANCIAL SOLUTIONS, LTD. → | RIA / FO | $284M | RENO, NV | CRD 131562 |
| FULL IN PARTNERS → | RIA / FO | $284M | NEW YORK, NY | CRD 309967 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC → | RIA / FO | $284M | SAN FRANCISCO, CA | CRD 134950 |
| DEMIAN CAPITAL → | RIA / FO | $284M | – | CRD 288137 |