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 10601–10700 (page 107 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| TRUEWEALTH FINANCIAL PARTNERS → | RIA / FO | $274M | BELLEVUE, WA | CRD 316079 |
| INTERALPEN PARTNERS, LLC → | RIA / FO | $274M | OMAHA, NE | CRD 315587 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC → | RIA / FO | $274M | BIRMINGHAM, AL | CRD 108508 |
| CHAPEL BRIDGE WEALTH ADVISORS → | RIA / FO | $274M | SAN JUAN, PR | CRD 313295 |
| GRACEADA PARTNERS → | RIA / FO | $273M | MODESTO, CA | CRD 337421 |
| LEGACY CAPITAL → | RIA / FO | $273M | THE WOODLANDS, TX | CRD 332184 |
| RECKONER CAPITAL MANAGEMENT LLC → | RIA / FO | $273M | NEW YORK, NY | CRD 333863 |
| NORMANDY INVESTMENT ADVISORS → | RIA / FO | $273M | LEAWOOD, KS | CRD 316321 |
| VALOR FINANCIAL SERVICES, LLC → | RIA / FO | $273M | KNOXVILLE, TN | CRD 309377 |
| CARDINAL WEALTH ADVISORY, LLC → | RIA / FO | $273M | MEMPHIS, TN | CRD 136659 |
| UHLMANN INVESTMENT MANAGEMENT, L.L.C. → | RIA / FO | $273M | SKOKIE, IL | CRD 118025 |
| TFP MANAGEMENT, LLC → | RIA / FO | $273M | BETTENDORF, IA | CRD 313543 |
| BLUESTONE WEALTH MANAGEMENT LLC → | RIA / FO | $273M | KEENE, NH | CRD 137959 |
| KNOX WEALTH PARTNERS ADVISORY → | RIA / FO | $273M | KNOXVILLE, TN | CRD 288580 |
| CONSCIOUS WEALTH INVESTMENTS, LLC → | RIA / FO | $273M | ATLANTA, GA | CRD 319143 |
| SOUTH SHORE CAPITAL ADVISORS, LLC → | RIA / FO | $273M | BOSTON, MA | CRD 142915 |
| NESTEGG ADVISORS, INC. → | RIA / FO | $273M | HAUPPAUGE, NY | CRD 125878 |
| RETIREMENT STRATEGIES, LTD. → | RIA / FO | $273M | DUBLIN, OH | CRD 163701 |
| E. A. HORWITZ LLC → | RIA / FO | $273M | DEERFIELD, IL | CRD 165561 |
| NOLET WEALTH MANAGEMENT, LLC → | RIA / FO | $273M | FORT WORTH, TX | CRD 329186 |
| ALLIANCE WEALTH MANAGEMENT PARTNERS LLC → | RIA / FO | $272M | KNOXVILLE, TN | CRD 313195 |
| MENDEL CAPITAL MANAGEMENT, LLC → | RIA / FO | $272M | LITTLE ROCK, AR | CRD 311919 |
| CAMELOT PORTFOLIOS, LLC → | RIA / FO | $272M | MAUMEE, OH | CRD 145918 |
| 46 PEAKS INVESTMENT ADVISORY GROUP → | RIA / FO | $272M | NEWTOWN, PA | CRD 306902 |
| FIRSTMETRIC → | RIA / FO | $272M | TROY, MI | CRD 289483 |
| MAGNOLIA PRIVATE WEALTH, LLC → | RIA / FO | $272M | PHILADELPHIA, PA | CRD 324102 |
| PARKER FINANCIAL LLC → | RIA / FO | $272M | SILVERDALE, WA | CRD 144293 |
| RYAN INVESTMENTS → | RIA / FO | $272M | BASALT, CO | CRD 115755 |
| SOUND MARK PARTNERS, LLC → | RIA / FO | $272M | GREENWICH, CT | CRD 169037 |
| WEALTH ASSET MANAGERS → | RIA / FO | $272M | SPOKANE, WA | CRD 14377 |
| CLIENT FIRST INVESTMENT MANAGEMENT LLC → | RIA / FO | $272M | WEST BEND, WI | CRD 282600 |
| BULL STREET ADVISORS → | RIA / FO | $272M | SAVANNAH, GA | CRD 304058 |
| TRIANGLE PEAK PARTNERS, LP → | RIA / FO | $272M | PALO ALTO, CA | CRD 147917 |
| INVEST CAPITAL PARTNERS → | RIA / FO | $272M | SPRINGBORO, OH | CRD 287987 |
| ADVANCED RETIREMENT SOLUTIONS, LLC → | RIA / FO | $272M | – | CRD 288022 |
| CROSSGATE WEALTH ADVISORS, LLC → | RIA / FO | $272M | NEWTOWN, PA | CRD 121856 |
| GENERATIONAL PRIVATE WEALTH → | RIA / FO | $272M | – | CRD 324954 |
| ALLIANCE FINANCIAL → | RIA / FO | $272M | WYOMISSING, PA | CRD 319679 |
| TAILORED WEALTH SOLUTIONS → | RIA / FO | $272M | SARATOGA SPRINGS, NY | CRD 340266 |
| ACCRUED EQUITIES INC. → | RIA / FO | $272M | MELVILLE, NY | CRD 13452 |
| TRUE VISION FINANCIAL ADVISORS → | RIA / FO | $272M | WOODBURY, MN | CRD 322783 |
| FAIRLEAD ASSET MANAGEMENT LLC → | RIA / FO | $272M | GREENWICH, CT | CRD 297384 |
| RAHLFS CAPITAL, LLC → | RIA / FO | $272M | – | CRD 127425 |
| SK ADVISOR NETWORK, LLC → | RIA / FO | $272M | PLANO, TX | CRD 317533 |
| TRUE BLUE FINANCIAL, LLC → | RIA / FO | $272M | STEVENSVILLE, MI | CRD 310841 |
| EASTGATE CAPITAL ADVISORS LLC → | RIA / FO | $271M | WINNETKA, IL | CRD 220511 |
| WILMINGTON TRUST ASSET MANAGEMENT, LLC → | RIA / FO | $271M | WILMINGTON, DE | CRD 325489 |
| ROUND HILL ASSET MANAGEMENT INC → | RIA / FO | $271M | PASADENA, CA | CRD 107069 |
| PARSONEX ADVISORY SERVICES, INC. → | RIA / FO | $271M | ENGLEWOOD, CO | CRD 160275 |
| HEALTHPOINTCAPITAL MANAGEMENT, LLC → | RIA / FO | $271M | SAN DIEGO, CA | CRD 309041 |
| HUTNER CAPITAL MANAGEMENT INC. → | RIA / FO | $271M | MANCHESTER, VT | CRD 107896 |
| OFG FINANCIAL SERVICES, INC. → | RIA / FO | $271M | TOPEKA, KS | CRD 23940 |
| PALISADES INVESTMENT PARTNERS, LLC → | RIA / FO | $271M | EL SEGUNDO, CA | CRD 128173 |
| COUNCILMARK ASSET MANAGEMENT, LLC → | RIA / FO | $271M | KNOXVILLE, TN | CRD 111748 |
| CBG & COMPANY, INC. → | RIA / FO | $271M | FISHERS, IN | CRD 149225 |
| HALLADOR INVESTMENT ADVISORS, INC. → | RIA / FO | $271M | RENO, NV | CRD 141335 |
| DAUS FINANCIAL GROUP, LLC → | RIA / FO | $271M | KALAMAZOO, MI | CRD 323054 |
| BAYPOINTE PARTNERS, LLC → | RIA / FO | $271M | STAMFORD, CT | CRD 331273 |
| PAN GLOBAL ADVISERS, LLC → | RIA / FO | $270M | NEWPORT BEACH, CA | CRD 301863 |
| FINANCIAL FUTURES → | RIA / FO | $270M | BRIELLE, NJ | CRD 128900 |
| PRIVATE INVESTOR CLUB LLC → | RIA / FO | $270M | – | CRD 307512 |
| PROTA FINANCIAL → | RIA / FO | $270M | HOUSTON, TX | CRD 283776 |
| FOUNDATION ENERGY MANAGEMENT → | RIA / FO | $270M | ADDISON, TX | CRD 161141 |
| CORPS CAPITAL ADVISORS, LLC → | RIA / FO | $270M | SOUTHLAKE, TX | CRD 304643 |
| SAGE FINANCIAL ADVISORS INC. → | RIA / FO | $270M | SCOTTSDALE, AZ | CRD 116933 |
| RAFFLES CAPITAL MANAGEMENT, LLC → | RIA / FO | $270M | NEW YORK, NY | CRD 161565 |
| THE JENKINS GROUP → | RIA / FO | $270M | ALBANY, GA | CRD 125941 |
| TILLRIDGE GLOBAL AGRIBUSINESS PARTNERS → | RIA / FO | $270M | DALLAS, TX | CRD 284992 |
| EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT → | RIA / FO | $270M | REDWOOD CITY, CA | CRD 110263 |
| BERINGEA, LLC → | RIA / FO | $270M | FARMINGTON HILLS, MI | CRD 161803 |
| ERVIN INVESTMENT MANAGEMENT → | RIA / FO | $270M | – | CRD 299739 |
| ALPHA ZERO LLC → | RIA / FO | $270M | BOCA RATON, FL | CRD 319050 |
| CLIENT FIRST CAPITAL, LLC → | RIA / FO | $270M | – | CRD 300684 |
| HAWKE FINANCIAL GROUP → | RIA / FO | $270M | MERIDIAN, ID | CRD 301733 |
| WALLACE ADVISORY GROUP, LLC → | RIA / FO | $269M | LAFAYETTE, CA | CRD 281049 |
| MADER & SHANNON WEALTH MANAGEMENT → | RIA / FO | $269M | KANSAS CITY, MO | CRD 123741 |
| HARDY & HARDY CO LLC → | RIA / FO | $269M | LIMA, OH | CRD 145088 |
| ATLAS FIDUCIARY SERVICES, INC. → | RIA / FO | $269M | CONCORD, NH | CRD 321271 |
| PROSPERITY WEALTH PLANNING LLC → | RIA / FO | $269M | IRVINE, CA | CRD 315163 |
| VRM PENZINI CAPITAL L.L.C. → | RIA / FO | $269M | SAN JUAN, PR | CRD 336315 |
| BARR FINANCIAL SERVICES, LLC → | RIA / FO | $269M | WINTER PARK, FL | CRD 125444 |
| CAPITOL FINANCIAL CONSULTANTS, INC. → | RIA / FO | $269M | MCLEAN, VA | CRD 109800 |
| AJOVISTA → | RIA / FO | $269M | BOSTON, MA | CRD 314924 |
| DUNN CAPITAL MANAGEMENT → | RIA / FO | $269M | STUART, FL | CRD 328632 |
| DIVERSIFIED RESOURCES, LLC → | RIA / FO | $269M | WARWICK, RI | CRD 31346 |
| DORADO WEALTH MANAGEMENT LLC → | RIA / FO | $269M | – | CRD 314965 |
| SCHEAR INVESTMENT ADVISERS, LLC → | RIA / FO | $269M | CINCINNATI, OH | CRD 146401 |
| PEAK FINANCIAL ADVISORS → | RIA / FO | $269M | DENVER, CO | CRD 115207 |
| STONEBRIDGE CAPITAL MANAGEMENT INC → | RIA / FO | $269M | LOS ANGELES, CA | CRD 106073 |
| BYRNE ASSET MANAGEMENT, LLC → | RIA / FO | $269M | KINGSTON, NJ | CRD 125221 |
| AWANI CAPITAL MANAGEMENT LP → | RIA / FO | $269M | FULTON, MD | CRD 335179 |
| ANDREWS ADVISORY ASSOCIATES, LLC → | RIA / FO | $269M | HONOLULU, HI | CRD 118957 |
| MEMPHIS CAPITAL MANAGEMENT, LLC → | RIA / FO | $269M | MEMPHIS, TN | CRD 134522 |
| REMORA CAPITAL PARTNERS → | RIA / FO | $269M | NASHVILLE, TN | CRD 316160 |
| ATHOS PRIVATE WEALTH LLC → | RIA / FO | $268M | HOLLADAY, UT | CRD 309862 |
| WAVVEST WEALTH → | RIA / FO | $268M | CHICAGO, IL | CRD 332096 |
| ASTRA WEALTH PARTNERS → | RIA / FO | $268M | JERSEY CITY, NJ | CRD 321136 |
| SAGE INVESTMENT ADVISERS LLC → | RIA / FO | $268M | WAPPINGERS FALLS, NY | CRD 304559 |
| CWS CAPITAL PARTNERS LLC → | RIA / FO | $268M | NEWPORT BEACH, CA | CRD 166871 |
| JMK & ASSOCIATES, LLC → | RIA / FO | $268M | SPOKANE, WA | CRD 312760 |