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 10401–10500 (page 105 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GLASHOFER FINANCIAL ADVISORS → | RIA / FO | $284M | – | CRD 146262 |
| MOMENTUS MANAGER LLC → | RIA / FO | $284M | ARLINGTON, VA | CRD 324068 |
| THE FOUNDRY FINANCIAL GROUP, INC. → | RIA / FO | $284M | LACONIA, NH | CRD 116823 |
| FREEMAN, WILL & NIEMEIER, INC. → | RIA / FO | $284M | EVANSVILLE, IN | CRD 121628 |
| SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT → | RIA / FO | $284M | MACON, GA | CRD 1329 |
| PENINSULA ASSET MANAGEMENT INC → | RIA / FO | $284M | BRADENTON, FL | CRD 108600 |
| CANE CAPITAL PARTNERS, LLC → | RIA / FO | $284M | SAINT FRANCISVILLE, LA | CRD 337468 |
| BESPOKE ADVISORY → | RIA / FO | $284M | EVERGREEN, CO | CRD 323909 |
| HOLDER WEALTH MANAGEMENT → | RIA / FO | $284M | CHAMPAIGN, IL | CRD 170086 |
| M2G VENTURES LLC → | RIA / FO | $284M | FORT WORTH, TX | CRD 322399 |
| GRIFFIN FAMILY PARTNERS, LLC → | RIA / FO | $284M | – | CRD 285042 |
| VITAL INVESTMENT MANAGEMENT LLC → | RIA / FO | $284M | LOVELAND, CO | CRD 300811 |
| CW INDUSTRIAL PARTNERS, LLC → | RIA / FO | $284M | CLEVELAND, OH | CRD 160408 |
| MERIDIAN FINANCIAL ADVISORS, LLC → | RIA / FO | $284M | HOLLISTON, MA | CRD 119679 |
| DARWINS RIVER CAPITAL → | RIA / FO | $284M | NEW YORK, NY | CRD 334878 |
| EDEN CAPITAL MANAGEMENT LLC → | RIA / FO | $284M | NEW YORK, NY | CRD 290418 |
| FDI WEALTH MANAGEMENT, LLC → | RIA / FO | $284M | MIAMI, FL | CRD 292050 |
| KAIZEN FINANCIAL ADVISORS, LLC → | RIA / FO | $284M | KIRKLAND, WA | CRD 155353 |
| ANCORATO → | RIA / FO | $284M | BOISE, ID | CRD 322695 |
| HESEN & HASLAM → | RIA / FO | $284M | WOODLAND HILLS, CA | CRD 286235 |
| PRIDEROCK FUND MANAGEMENT PARTNERS, LLC → | RIA / FO | $284M | PALM BEACH GARDENS, FL | CRD 297635 |
| VERISAIL PARTNERS, LLC → | RIA / FO | $284M | CHAMBLEE, GA | CRD 153751 |
| DAUNTLESS CAPITAL PARTNERS LLC → | RIA / FO | $283M | HOUSTON, TX | CRD 322380 |
| ZOE FINANCIAL, INC. → | RIA / FO | $283M | NEW YORK, NY | CRD 285158 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC → | RIA / FO | $283M | SAN DIEGO, CA | CRD 295339 |
| PEACE OF MIND WEALTH MANAGEMENT → | RIA / FO | $283M | RALEIGH, NC | CRD 317067 |
| VERGEPOINTE WEALTH MANAGEMENT, LLC → | RIA / FO | $283M | LAKE OSWEGO, OR | CRD 151425 |
| BROOK CAPITAL → | RIA / FO | $283M | BROOKFIELD, WI | CRD 130919 |
| STONEBRIDGE WEALTH MANAGEMENT LLC → | RIA / FO | $283M | OAK BROOK, IL | CRD 285693 |
| MODUM ASSET MANAGEMENT LLC → | RIA / FO | $283M | MEXICO CITY | CRD 316200 |
| BERKSHIRE CAPITAL HOLDINGS INC → | RIA / FO | $283M | – | CRD 107175 |
| BULMAN WEALTH GROUP → | RIA / FO | $283M | ROSEVILLE, CA | CRD 313552 |
| SILVERBERG BERNSTEIN CAPITAL MANAGEMENT → | RIA / FO | $283M | ARMONK, NY | CRD 327151 |
| FIG CAPITAL MANAGEMENT, LLC → | RIA / FO | $283M | JACKSONVILLE, FL | CRD 290099 |
| COVINGTONALSINA → | RIA / FO | $283M | JACKSONVILLE, FL | CRD 326810 |
| COOPER CAPITAL GROUP → | RIA / FO | $283M | ENCINITAS, CA | CRD 305121 |
| PENDULUM WEALTH PARTNERS → | RIA / FO | $283M | ITASCA, IL | CRD 335762 |
| TRILINC ADVISORS, LLC → | RIA / FO | $283M | MANHATTAN BEACH, CA | CRD 166194 |
| OAKTREE ADVISORS LLC → | RIA / FO | $283M | COOPERSBURG, PA | CRD 168271 |
| WEST HORIZON CAPITAL → | RIA / FO | $283M | PRINCETON, NJ | CRD 337734 |
| CYPRESS WEALTH MANAGEMENT → | RIA / FO | $283M | OAKBROOK TERRACE, IL | CRD 324524 |
| KINGSBRIDGE INVESTMENT PARTNERS LLC → | RIA / FO | $283M | LAS VEGAS, NV | CRD 336502 |
| BEAR CREEK FUND ADVISORS LLC → | RIA / FO | $283M | DENVER, CO | CRD 329844 |
| FCIG WEALTH MANAGEMENT, LLC → | RIA / FO | $282M | PLAINFIELD, CT | CRD 329906 |
| COMPASS FINANCIAL ADVISORS LLC → | RIA / FO | $282M | FORT WAYNE, IN | CRD 109131 |
| HOERTKORN RICHARD CHARLES → | RIA / FO | $282M | KENTFIELD, CA | CRD 104649 |
| BEATRICE ADVISORS LP → | RIA / FO | $282M | NEW YORK, NY | CRD 332668 |
| CARTER FINANCIAL, LLC → | RIA / FO | $282M | LA JOLLA, CA | CRD 298327 |
| STOLZ & ASSOCIATES, PS → | RIA / FO | $282M | TACOMA, WA | CRD 117216 |
| PELOTON CAPITAL MANAGEMENT → | RIA / FO | $282M | INDIANAPOLIS, IN | CRD 109775 |
| HMS INVESTMENT ADVISORS → | RIA / FO | $282M | NASHVILLE, TN | CRD 149764 |
| FOUNDERS CAPITAL MANAGEMENT INC → | RIA / FO | $282M | HOUSTON, TX | CRD 111164 |
| CARUSO MCLEAN & CO., INC. → | RIA / FO | $282M | UTICA, NY | CRD 126084 |
| BANYAN CAPITAL MANAGEMENT, INC. → | RIA / FO | $282M | ATLANTA, GA | CRD 108123 |
| COPPERLEAF CAPITAL, LLC → | RIA / FO | $282M | CLOVER, SC | CRD 117823 |
| SANDBRIDGE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $282M | LOS ANGELES, CA | CRD 169112 |
| B.A. SCHROCK WEALTH MANAGEMENT → | RIA / FO | $282M | WADSWORTH, OH | CRD 304694 |
| PALM VALLEY CAPITAL MANAGEMENT → | RIA / FO | $282M | JACKSONVILLE BEACH, FL | CRD 299896 |
| TRINITY WEALTH ADVISORS LLC → | RIA / FO | $282M | ST. LOUIS, MO | CRD 109452 |
| SUCCESSFUL PORTFOLIOS LLC → | RIA / FO | $282M | CLEARWATER, FL | CRD 152429 |
| FORTITUDE FINANCIAL LLC → | RIA / FO | $282M | SPOKANE, WA | CRD 313235 |
| BENNINGTON FINANCIAL PLANNING GROUP → | RIA / FO | $281M | BENNINGTON, VT | CRD 116302 |
| BROOKLINE INVESTMENTS, INC. → | RIA / FO | $281M | BIRMINGHAM, AL | CRD 109239 |
| GPM GROWTH INVESTORS, INC. → | RIA / FO | $281M | BLOOMFIELD HILLS, MI | CRD 107645 |
| MILLER AVENUE ADVISORS LLC → | RIA / FO | $281M | MILL VALLEY, CA | CRD 313523 |
| SMITH ASSET MANAGEMENT CO., LLC → | RIA / FO | $281M | CHIEFLAND, FL | CRD 127684 |
| RIVERBEND WEALTH MANAGEMENT, LLC → | RIA / FO | $281M | MYRTLE BEACH, SC | CRD 302031 |
| RCS FINANCIAL PLANNING, LLC → | RIA / FO | $281M | ANNAPOLIS, MD | CRD 291678 |
| WMS ADVISORS, LLC → | RIA / FO | $281M | CHARLOTTE, NC | CRD 122224 |
| SEVEN HILLS FINANCIAL, LLC → | RIA / FO | $281M | TALLAHASSEE, FL | CRD 143190 |
| PLUSTICK MANAGEMENT LLC → | RIA / FO | $281M | CHARLOTTESVILLE, VA | CRD 173707 |
| HARLAN CAPITAL PARTNERS LLC → | RIA / FO | $281M | PALM BEACH, FL | CRD 163718 |
| WORTH ADVISORS → | RIA / FO | $281M | CHARLOTTE, NC | CRD 156564 |
| WILSON & BOUCHER CAPITAL MANAGEMENT, LLC → | RIA / FO | $280M | – | CRD 134076 |
| FAMILY FINANCIAL → | RIA / FO | $280M | MANHATTAN BEACH, CA | CRD 316723 |
| TIMBERCHASE FINANCIAL, LLC → | RIA / FO | $280M | HOOVER, AL | CRD 131205 |
| DBS INVESTMENT ADVISERS, LLC → | RIA / FO | $280M | BAY CITY, MI | CRD 123283 |
| IRIDIAN ASSET MANAGEMENT LLC → | RIA / FO | $280M | – | CRD 104550 |
| FARROW FINANCIAL INC → | RIA / FO | $280M | SOUTH BURLINGTON, VT | CRD 110526 |
| WWM ADVISORY INC. → | RIA / FO | $280M | CULVER CITY, CA | CRD 133611 |
| ROCKINGSTONE ADVISORS → | RIA / FO | $280M | GREAT BARRINGTON, MA | CRD 149592 |
| VICTUS CAPITAL WEALTH → | RIA / FO | $280M | SANTA MONICA, CA | CRD 154899 |
| WILLOW CREEK CAPITAL MANAGEMENT, INC. → | RIA / FO | $280M | MISSOULA, MT | CRD 333911 |
| FATHOM POINT CAPITAL LLC → | RIA / FO | $280M | SAN FRANCISCO, CA | CRD 339729 |
| CONQUIS FINANCIAL LLC → | RIA / FO | $280M | MILLBRAE, CA | CRD 319579 |
| ARG PRIVATE WEALTH, LLC → | RIA / FO | $280M | CINCINNATI, OH | CRD 336183 |
| PALADIN WEALTH PARTNERS → | RIA / FO | $280M | CLIVE, IA | CRD 285303 |
| FAITH INVESTOR SERVICES → | RIA / FO | $280M | – | CRD 313337 |
| CREEKSIDE CAPITAL, INC. → | RIA / FO | $280M | KNOXVILLE, TN | CRD 108972 |
| TANDEM CAPITAL MANAGEMENT, INC. → | RIA / FO | $280M | WOODCLIFF LAKE, NJ | CRD 107856 |
| AVATAR CAPITAL MANAGEMENT LLC → | RIA / FO | $280M | SEATTLE, WA | CRD 330793 |
| GOLDSTEIN CAPITAL CORP. → | RIA / FO | $280M | – | CRD 126146 |
| MEMBERS WEALTH LLC → | RIA / FO | $280M | MEDIA, PA | CRD 323778 |
| NUCLEO CAPITAL LTDA. → | RIA / FO | $280M | SAO PAULO, SP | CRD 287719 |
| CRF FINANCIAL GROUP → | RIA / FO | $279M | INDIANAPOLIS, IN | CRD 127388 |
| HIGGINS & SCHMIDT WEALTH STRATEGIES LLC → | RIA / FO | $279M | DENVER, CO | CRD 286063 |
| MOSLEY WEALTH MANAGEMENT, INC. → | RIA / FO | $279M | ANAHEIM, CA | CRD 318592 |
| AMERICAN FINANCIAL & TAX STRATEGIES, INC. → | RIA / FO | $279M | NEW YORK, NY | CRD 115559 |
| AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC → | RIA / FO | $279M | LOS ANGELES, CA | CRD 301331 |
| PATHWORKS FINANCIAL, INC. → | RIA / FO | $279M | NOVI, MI | CRD 138393 |