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 10501–10600 (page 106 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| TSW WEALTH MANAGEMENT → | RIA / FO | $279M | FRAMINGHAM, MA | CRD 125209 |
| EUREKA EQUITY PARTNERS → | RIA / FO | $279M | PHILADELPHIA, PA | CRD 159236 |
| KURV INVESTMENT MANAGEMENT LLC → | RIA / FO | $279M | SAN FRANCISCO, CA | CRD 323149 |
| DETTERBECK WEALTH MANAGEMENT → | RIA / FO | $279M | PALATINE, IL | CRD 111594 |
| KINTAYL CAPITAL LP → | RIA / FO | $279M | NEW YORK, NY | CRD 331471 |
| SCHLEGEL DUNN LLC → | RIA / FO | $279M | PLANO, TX | CRD 337990 |
| COTTONWOOD WEALTH STRATEGIES, LLC → | RIA / FO | $279M | SALT LAKE CITY, UT | CRD 311272 |
| HORIZON FAMILY WEALTH, INC. → | RIA / FO | $279M | CHICAGO, IL | CRD 315484 |
| FS TACTICAL ADVISOR, LLC → | RIA / FO | $279M | PHILADELPHIA, PA | CRD 300214 |
| AQUILANT ADVISORS → | RIA / FO | $279M | ST. LOUIS, MO | CRD 282953 |
| STILWELL VALUE LLC → | RIA / FO | $279M | NEW YORK, NY | CRD 160697 |
| MILLENNIAL WEALTH → | RIA / FO | $279M | – | CRD 289970 |
| SUPERBLOOM PARTNERS → | RIA / FO | $279M | VENICE, CA | CRD 330218 |
| HOLISTIC WEALTH ADVISORS → | RIA / FO | $279M | CLIFTON PARK, NY | CRD 332918 |
| VERMILLION & WHITE WEALTH MANAGEMENT GROUP → | RIA / FO | $279M | PHOENIXVILLE, PA | CRD 168215 |
| VERITY WEALTH ADVISORS, LLC → | RIA / FO | $279M | SAUSALITO, CA | CRD 126742 |
| WEALTH ADVISORS GROUP, LLC → | RIA / FO | $278M | CORALVILLE, IA | CRD 291648 |
| FORT HENRY CAPITAL, LLC → | RIA / FO | $278M | WHEELING, WV | CRD 168695 |
| LEXINGTON HILL PARTNERS, LLC → | RIA / FO | $278M | DALLAS, TX | CRD 301810 |
| EDENBROOK CAPITAL, LLC → | RIA / FO | $278M | MOUNT KISCO, NY | CRD 283465 |
| GUARDIAN ASSET ADVISORS, LLC → | RIA / FO | $278M | MECHANICSBURG, PA | CRD 144958 |
| BEACON CAPITAL, LLC → | RIA / FO | $278M | CEDAR RAPIDS, IA | CRD 286316 |
| BEACON WEALTH CONSULTANTS, INC. → | RIA / FO | $278M | ROANOKE, VA | CRD 154939 |
| CITADEL INVESTMENT ADVISORY INC → | RIA / FO | $278M | – | CRD 110540 |
| IRONWOOD INVESTMENT MANAGEMENT, LLC → | RIA / FO | $278M | BOSTON, MA | CRD 108467 |
| SPECTRUM FINANCIAL MANAGEMENT → | RIA / FO | $278M | SAN RAFAEL, CA | CRD 127746 |
| FUTURE POSITIVE → | RIA / FO | $278M | NEW YORK, NY | CRD 309644 |
| FIRST FINANCIAL ADVISORY SERVICES INC → | RIA / FO | $278M | WESTERLY, RI | CRD 105031 |
| FORONJY FINANCIAL → | RIA / FO | $278M | SANTA BARBARA, CA | CRD 332380 |
| MIDTOWN INVESTMENT ADVISORS LLC → | RIA / FO | $278M | MIAMI, FL | CRD 316137 |
| ACCORDANT ADVISORY GROUP, INC. → | RIA / FO | $278M | ANNAPOLIS, MD | CRD 117474 |
| AUSPICIOUS FINANCIAL PLANNING, LLC → | RIA / FO | $278M | SAN RAMON, CA | CRD 297962 |
| CLAREN ROAD PRIVATE CREDIT SOLUTIONS LLC → | RIA / FO | $278M | NEW YORK, NY | CRD 336373 |
| MACCO FINANCIAL GROUP, INC. → | RIA / FO | $278M | GREEN BAY, WI | CRD 337398 |
| OASIS ADVISORS → | RIA / FO | $278M | FOREST CITY, IA | CRD 335555 |
| HERITAGE HOLDING → | RIA / FO | $278M | BOSTON, MA | CRD 331677 |
| HARBOR ISLAND CAPITAL LLC → | RIA / FO | $278M | TOPSFIELD, MA | CRD 107457 |
| UNIVERSAL FINANCIAL ADVISORS, LLC → | RIA / FO | $277M | ST. LOUIS, MO | CRD 318392 |
| TEUCRIUM INVESTMENT ADVISORS, LLC → | RIA / FO | $277M | BURLINGTON, VT | CRD 318799 |
| HBE WEALTH MANAGEMENT, LLC → | RIA / FO | $277M | LINCOLN, NE | CRD 128315 |
| KILTER GROUP → | RIA / FO | $277M | – | CRD 330356 |
| DELTA CAPITAL MANAGEMENT, LLC → | RIA / FO | $277M | MAITLAND, FL | CRD 128350 |
| TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. → | RIA / FO | $277M | SIGNAL MOUNTAIN, TN | CRD 113586 |
| MILESTONE INVESTMENTS, INC. → | RIA / FO | $277M | CHARLOTTE, NC | CRD 47090 |
| BUCKMAN ADVISORY GROUP LLC → | RIA / FO | $277M | LITTLE SILVER, NJ | CRD 131688 |
| PLANGUIDE FINANCIAL → | RIA / FO | $277M | SOUTHLAKE, TX | CRD 329089 |
| DOMINION PORTFOLIO MANAGEMENT, INC. → | RIA / FO | $277M | MARBLE FALLS, TX | CRD 106918 |
| WILMINGTON CAPITAL SECURITIES, LLC → | RIA / FO | $277M | GARDEN CITY, NY | CRD 133839 |
| JOHKIM CAPITAL PARTNERS MANAGEMENT LLC → | RIA / FO | $277M | DALLAS, TX | CRD 289512 |
| THE RETIREMENT GUYS FORMULA → | RIA / FO | $277M | MAUMEE, OH | CRD 168561 |
| WALLEYE PARTNERS LLC → | RIA / FO | $277M | MADISON, WI | CRD 333435 |
| JFR FINANCIAL SERVICES, INC. → | RIA / FO | $277M | TRENTON, MI | CRD 124456 |
| GS INVESTMENT INC → | RIA / FO | $277M | EAGAN, MN | CRD 107782 |
| VIBURNUM FUNDS PTY LTD → | RIA / FO | $276M | NEDLANDS | CRD 174628 |
| WESTBOURNE INVESTMENTS, INC. → | RIA / FO | $276M | ALEXANDRIA, VA | CRD 37499 |
| CENTERPOINT ADVISORY GROUP, LLC → | RIA / FO | $276M | OVERLAND PARK, KS | CRD 324181 |
| HAZELVIEW SECURITIES (US) LLC → | RIA / FO | $276M | NEW YORK, NY | CRD 174811 |
| EPISTEME CAPITAL → | RIA / FO | $276M | LONDON | CRD 167678 |
| SIMPLIFI, INC. → | RIA / FO | $276M | SAN DIEGO, CA | CRD 154900 |
| CWP PRIVATE WEALTH MANAGEMENT → | RIA / FO | $276M | WEST BEND, WI | CRD 281520 |
| J.H. LANE PARTNERS, LP → | RIA / FO | $276M | NEW YORK, NY | CRD 282383 |
| STRAUSS FINANCIAL GROUP → | RIA / FO | $276M | HOOVER, AL | CRD 310512 |
| CORRIDOR CAPITAL, LLC → | RIA / FO | $276M | LOS ANGELES, CA | CRD 160922 |
| OASIS WEALTH PLANNING ADVISORS → | RIA / FO | $276M | – | CRD 285474 |
| TRADEWELL TAX & FINANCIAL → | RIA / FO | $276M | FORT WAYNE, IN | CRD 332473 |
| AFC MANAGEMENT, LLC → | RIA / FO | $276M | WEST PALM BEACH, FL | CRD 311281 |
| NORTHSTAR FINANCIAL PLANNING, LLC → | RIA / FO | $276M | WINDHAM, NH | CRD 117205 |
| INTRACK INVESTMENT MANAGEMENT, INC. → | RIA / FO | $276M | SOUTH BURLINGTON, VT | CRD 106450 |
| CHALLENGER WEALTH MANAGEMENT → | RIA / FO | $276M | ALISO VIEJO, CA | CRD 121498 |
| KUBHERA ENTERPRISES LLC → | RIA / FO | $276M | PRINCETON, NJ | CRD 151619 |
| CLARENDON CAPITAL, LLC → | RIA / FO | $275M | TYSONS, VA | CRD 298698 |
| SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC → | RIA / FO | $275M | CORVALLIS, OR | CRD 138347 |
| 4WEALTH ADVISORS, INC. → | RIA / FO | $275M | BURR RIDGE, IL | CRD 129727 |
| LEGAL ADVANTAGE INVESTMENTS, INC. → | RIA / FO | $275M | – | CRD 118131 |
| O'CONNOR FINANCIAL GROUP LLC → | RIA / FO | $275M | QUINCY, IL | CRD 168636 |
| KAI WEALTH LLC → | RIA / FO | $275M | CHICAGO, IL | CRD 332136 |
| CHARTER RESEARCH & INVESTMENT GROUP INC → | RIA / FO | $275M | SOUTHPORT, CT | CRD 106452 |
| CMR CAPITAL MANAGEMENT, LLC → | RIA / FO | $275M | PASADENA, CA | CRD 284054 |
| CHICAGO INVESTMENT ADVISORY GROUP → | RIA / FO | $275M | MOKENA, IL | CRD 142810 |
| KLAFF REALTY, LP → | RIA / FO | $275M | CHICAGO, IL | CRD 265787 |
| RUSSELL CAPITAL MANAGEMENT, LLC → | RIA / FO | $275M | LEXINGTON, KY | CRD 109513 |
| ROSEROCK WEALTH MANAGEMENT, LLC → | RIA / FO | $275M | DALLAS, TX | CRD 288088 |
| ADDICUS ADVISORY, LLC → | RIA / FO | $275M | TUPELO, MS | CRD 282244 |
| CUSHING CAPITAL PARTNERS, LLC → | RIA / FO | $275M | DELAFIELD, WI | CRD 313497 |
| 1492 CAPITAL MANAGEMENT, LLC → | RIA / FO | $275M | MILWAUKEE, WI | CRD 148566 |
| BERRY WEALTH GROUP → | RIA / FO | $275M | GRANBURY, TX | CRD 327346 |
| LUMOS CAPITAL GROUP LLC → | RIA / FO | $274M | NEW YORK, NY | CRD 306528 |
| OUELLETTE WEALTH ADVISORY LLC → | RIA / FO | $274M | LEXINGTON, MA | CRD 289242 |
| SUTTERFIELD FINANCIAL GROUP, INC. → | RIA / FO | $274M | BARTLESVILLE, OK | CRD 115652 |
| ELITE FINANCIAL, INC. → | RIA / FO | $274M | LEWISTON, ID | CRD 286667 |
| CAPASSO PLANNING PARTNERS LLC → | RIA / FO | $274M | CHARLESTON, SC | CRD 294673 |
| MISSION HILLS FINANCIAL ADVISORY LLC → | RIA / FO | $274M | SAN DIEGO, CA | CRD 328516 |
| CHRONOS WEALTH MANAGEMENT, L.L.C. → | RIA / FO | $274M | CLEARWATER, FL | CRD 299782 |
| SIGNATURE FINANCIAL SERVICES, LTD → | RIA / FO | $274M | ARLINGTON HEIGHTS, IL | CRD 123729 |
| PRIVATE WEALTH GROUP, LLC → | RIA / FO | $274M | TAMPA, FL | CRD 128560 |
| LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC → | RIA / FO | $274M | LUBBOCK, TX | CRD 144200 |
| JP WEALTH MANAGEMENT, INC. → | RIA / FO | $274M | MT. PLEASANT, SC | CRD 129475 |
| DOCEO WEALTH, LLC → | RIA / FO | $274M | MERIDIAN, ID | CRD 310415 |
| UDINE WEALTH MANAGEMENT INC. → | RIA / FO | $274M | – | CRD 147158 |
| JAMES RIVER ASSET MANAGEMENT, LLC → | RIA / FO | $274M | MIDLOTHIAN, VA | CRD 117917 |