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 10701–10800 (page 108 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| KARL KAPITAL → | RIA / FO | $268M | SAN FRANCISCO, CA | CRD 333558 |
| BPM WEALTH ADVISORS, LLC → | RIA / FO | $268M | SAN FRANCISCO, CA | CRD 325909 |
| INVESTED ADVISORS → | RIA / FO | $268M | STATE COLLEGE, PA | CRD 311243 |
| RELIANT INVESTMENT PARTNERS, LLC → | RIA / FO | $268M | PINEHURST, NC | CRD 297369 |
| VIEWPOINT CAPITAL MANAGEMENT → | RIA / FO | $268M | SEATTLE, WA | CRD 158899 |
| TRADELINK CAPITAL LLC → | RIA / FO | $268M | CHICAGO, IL | CRD 161971 |
| SOVIERO ASSET MANAGEMENT, LP → | RIA / FO | $268M | NEW YORK, NY | CRD 298418 |
| VARIANT PRIVATE WEALTH LLC → | RIA / FO | $267M | TYSONS, VA | CRD 288011 |
| RIVERPLACE CAPITAL MANAGEMENT INC → | RIA / FO | $267M | JACKSONVILLE, FL | CRD 109079 |
| MATRIARCH WEALTH MANAGEMENT, LLC → | RIA / FO | $267M | – | CRD 327099 |
| RETIREMENTADVICE | JKA → | RIA / FO | $267M | ANAHEIM, CA | CRD 153803 |
| C.M.BIDWELL & ASSOCIATES LTD → | RIA / FO | $267M | – | CRD 107449 |
| ARSENAL CAPITAL ADVISORS LLC → | RIA / FO | $267M | CONSHOHOCKEN, PA | CRD 325612 |
| TERRA PARTNERS ASSET MANAGEMENT → | RIA / FO | $267M | NAXXAR | CRD 166117 |
| WIN ADVISORS, INC → | RIA / FO | $267M | PALM BEACH GARDENS, FL | CRD 300351 |
| GQG PRIVATE CAPITAL SOLUTIONS LLC → | RIA / FO | $267M | TACOMA, WA | CRD 332231 |
| DECATHLON CAPITAL MANAGEMENT II, LLC → | RIA / FO | $267M | PARK CITY, UT | CRD 175030 |
| PROSSER CREEK ASSET MANAGEMENT LLC → | RIA / FO | $267M | CORTE MADERA, CA | CRD 318883 |
| WOODSIDE WEALTH MANAGEMENT → | RIA / FO | $267M | FRAMINGHAM, MA | CRD 175118 |
| LIVE OAK INVESTMENT PARTNERS → | RIA / FO | $266M | AUSTIN, TX | CRD 304406 |
| DYNAMIC WEALTH GROUP → | RIA / FO | $266M | – | CRD 326607 |
| HARBOUR WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $266M | DANIEL ISLAND, SC | CRD 314496 |
| WISNIEWSKI WEALTH MANAGEMENT → | RIA / FO | $266M | DALLAS, TX | CRD 150264 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $266M | BEND, OR | CRD 128097 |
| TASSEL CAPITAL MANAGEMENT, INC → | RIA / FO | $266M | MATTHEWS, NC | CRD 121112 |
| RETIREMENT PLANOLOGY, INC. → | RIA / FO | $266M | ALEXANDRIA, VA | CRD 171302 |
| GARNETT ADVISORS, LLC → | RIA / FO | $266M | DENTON, TX | CRD 289930 |
| ROAD CAPITAL MANAGEMENT LP → | RIA / FO | $266M | – | CRD 317609 |
| CERDA MUNOZ ADVISORS, INC → | RIA / FO | $266M | WHITTIER, CA | CRD 170784 |
| RAVEN MUSIC PARTNERS LLC → | RIA / FO | $265M | PALM BEACH GARDENS, FL | CRD 332058 |
| THINAGEE INVESTMENTS INC. → | RIA / FO | $265M | CHEVY CHASE, MD | CRD 165054 |
| BERNZOTT CAPITAL ADVISORS → | RIA / FO | $265M | CAMARILLO, CA | CRD 104583 |
| SPRAKER WEST WEALTH MANAGEMENT, INC → | RIA / FO | $265M | WINTER PARK, FL | CRD 147075 |
| IH2 ADVISORS & COMPANY → | RIA / FO | $265M | WILMINGTON, DE | CRD 325788 |
| DEMETER TACTICAL INVESTMENTS CORP. → | RIA / FO | $265M | PROSPECT, KY | CRD 329512 |
| LIVELLO CAPITAL MANAGEMENT LP → | RIA / FO | $265M | NEW YORK, NY | CRD 305403 |
| THE DALA GROUP, LLC → | RIA / FO | $265M | HOFFMAN ESTATES, IL | CRD 291828 |
| GORDIAN ADVISORS, LLC → | RIA / FO | $265M | TUCSON, AZ | CRD 121362 |
| ECHELON GROUP → | RIA / FO | $265M | BOISE, ID | CRD 333195 |
| CORNERSTONE ADVISORS → | RIA / FO | $265M | TOPEKA, KS | CRD 114510 |
| BRIGHT WEALTH MANAGEMENT, LLC → | RIA / FO | $265M | LEWISVILLE, TX | CRD 169771 |
| KIZE CAPITAL LP → | RIA / FO | $265M | NEW YORK, NY | CRD 305608 |
| INNOVA ADVISORS → | RIA / FO | $265M | CORAL GABLES, FL | CRD 318958 |
| SENDER COMPANY & PARTNERS, INC. → | RIA / FO | $265M | NEW YORK, NY | CRD 282319 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC → | RIA / FO | $265M | PORTLAND, OR | CRD 309098 |
| EVERGREEN PRIVATE WEALTH → | RIA / FO | $265M | GREENWOOD VILLAGE, CO | CRD 324777 |
| BIRCH FINANCIAL GROUP → | RIA / FO | $265M | KEENE, NH | CRD 332057 |
| VANTAGE WEALTH PLANNING → | RIA / FO | $265M | RENO, NV | CRD 173929 |
| PINNACLE PARTNER MANAGEMENT LLC → | RIA / FO | $265M | SEATTLE, WA | CRD 324639 |
| C.W. O'CONNER WEALTH ADVISORS, INC. → | RIA / FO | $265M | DULUTH, GA | CRD 125646 |
| BNB WEALTH MANGAGEMENT, LLC → | RIA / FO | $265M | SILVER SPRING, MD | CRD 107702 |
| IMPERIUM WEALTH MANAGEMENT, LLC → | RIA / FO | $265M | SAN ANTONIO, TX | CRD 159148 |
| WYZE WEALTH ADVISORS, LLC → | RIA / FO | $265M | CANONSBURG, PA | CRD 329413 |
| FULLER INVESTMENT MANAGEMENT COMPANY → | RIA / FO | $264M | PASADENA, CA | CRD 167467 |
| THE SALIENT ZARVONA ENERGY FUND GP, L.P. → | RIA / FO | $264M | HOUSTON, TX | CRD 162712 |
| PATRICOF CO → | RIA / FO | $264M | NEW YORK, NY | CRD 320902 |
| ROI FINANCIAL → | RIA / FO | $264M | BEAVERTON, OR | CRD 160100 |
| OPTIMUS CAPITAL ADVISORS, LLC → | RIA / FO | $264M | COPPELL, TX | CRD 147500 |
| WILON WEALTH MANAGEMENT → | RIA / FO | $264M | URBANDALE, IA | CRD 313185 |
| WALLACE HART CAPITAL MANAGEMENT → | RIA / FO | $264M | LEXINGTON, KY | CRD 285981 |
| HUDSON CANYON CAPITAL MANAGEMENT → | RIA / FO | $264M | NEW YORK, NY | CRD 286437 |
| HIGHSTONE GROUP → | RIA / FO | $264M | RICHMOND, VA | CRD 107549 |
| ARKA CAPITAL A.M. LTD → | RIA / FO | $264M | – | CRD 339997 |
| WELCH INVESTMENT GROUP, LLC → | RIA / FO | $264M | GRANTS PASS, OR | CRD 131006 |
| BANKPLUS WEALTH ADVISORS → | RIA / FO | $264M | JACKSON, MS | CRD 152588 |
| GUIDESTREAM FINANCIAL, INC. → | RIA / FO | $263M | SPRING ARBOR, MI | CRD 150890 |
| MYECFO → | RIA / FO | $263M | – | CRD 166919 |
| CHOKSHI & QUEEN WEALTH ADVISORS → | RIA / FO | $263M | SAN DIEGO, CA | CRD 313833 |
| HARMONY POINT WEALTH ADVISORS, INC. → | RIA / FO | $263M | IRVINE, CA | CRD 323643 |
| MILLBANK DARTMOOR PORTSMOUTH LLC → | RIA / FO | $263M | ASHEVILLE, NC | CRD 311046 |
| GALLAGHER CAPITAL ADVISORS, LLC → | RIA / FO | $263M | – | CRD 170955 |
| CRESTWOOD CAPITAL MANAGEMENT, L.P. → | RIA / FO | $263M | NEW YORK, NY | CRD 160807 |
| JC CAPITAL ADVISORS GROUP LLC → | RIA / FO | $263M | STAMFORD, CT | CRD 339298 |
| CIBRA CAPITAL LLC → | RIA / FO | $263M | – | CRD 334678 |
| COASTAL INVESTMENT COMPANY, LLC → | RIA / FO | $263M | WINTER PARK, FL | CRD 322164 |
| LEWIS & CLARK PARTNERS, LLC → | RIA / FO | $263M | ST. LOUIS, MO | CRD 299686 |
| NERDWALLET WEALTH PARTNERS, LLC → | RIA / FO | $263M | NEW YORK, NY | CRD 337328 |
| REDWOOD FINANCIAL NETWORK → | RIA / FO | $263M | SOLON, OH | CRD 157834 |
| SEMUS WEALTH PARTNERS, LLC → | RIA / FO | $263M | BOCA RATON, FL | CRD 305758 |
| SALUS FINANCIAL ADVISORS → | RIA / FO | $263M | – | CRD 329882 |
| NEWPORT WEALTH ADVISORS, INC. → | RIA / FO | $263M | NEWPORT BEACH, CA | CRD 137159 |
| KWK MANAGEMENT LLC → | RIA / FO | $263M | HOUSTON, TX | CRD 131097 |
| TAMALPAIS ASSET MANAGEMENT → | RIA / FO | $263M | LARKSPUR, CA | CRD 301017 |
| EMPERY ASSET MANAGEMENT, LP → | RIA / FO | $262M | NEW YORK CITY, NY | CRD 148180 |
| WATERSTONE FINANCIAL ADVISORY LLC → | RIA / FO | $262M | FORT MYERS, FL | CRD 325012 |
| STARK WEALTH MANAGEMENT LLC → | RIA / FO | $262M | BETHLEHEM, PA | CRD 309422 |
| PRIVATE FINANCIAL COUNSELING → | RIA / FO | $262M | LOS ANGELES, CA | CRD 110648 |
| HORIZON FINANCIAL SERVICES, LLC → | RIA / FO | $262M | WINSTON SALEM, NC | CRD 158798 |
| CHARLESTON FINANCIAL ADVISORS, LLC → | RIA / FO | $262M | CHARLESTON, SC | CRD 137536 |
| BRUCKE FINANCIAL, INC. → | RIA / FO | $262M | – | CRD 291307 |
| TRIPPON WEALTH MANAGEMENT GROUP LLC → | RIA / FO | $262M | HOUSTON, TX | CRD 136485 |
| ACCION IMPACT MANAGEMENT LLC → | RIA / FO | $262M | WASHINGTON, DC | CRD 319191 |
| 5C ADVISOR → | RIA / FO | $262M | NEW YORK, NY | CRD 330565 |
| SPRUCE POINT CAPITAL MANAGEMENT, LLC → | RIA / FO | $262M | RIVERHEAD, NY | CRD 288248 |
| PRING TURNER → | RIA / FO | $262M | ALAMO, CA | CRD 110931 |
| TEAM FINANCIAL STRATEGIES → | RIA / FO | $262M | ABILENE, TX | CRD 134104 |
| AG DILLON ASSET MANAGEMENT LP → | RIA / FO | $262M | NEW YORK, NY | CRD 328384 |
| BRADFORD FINANCIAL SERVICES CORP → | RIA / FO | $262M | – | CRD 133220 |
| ROOM40 CAPITAL LLC → | RIA / FO | $262M | NEW YORK, NY | CRD 322436 |
| KIPLINGER WEALTH ADVISORS → | RIA / FO | $262M | SPRINGBORO, OH | CRD 116726 |