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 10801–10900 (page 109 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BULL OAK CAPITAL, LLC → | RIA / FO | $262M | RANCHO SANTA FE, CA | CRD 170325 |
| CONVOY INVESTMENTS, LLC → | RIA / FO | $262M | – | CRD 174969 |
| TANDEM WEALTH ADVISORS → | RIA / FO | $262M | PHOENIX, AZ | CRD 157794 |
| WJ WEALTH MANAGEMENT → | RIA / FO | $262M | GLENDALE, AZ | CRD 170181 |
| TILLER PARTNERS, LLC → | RIA / FO | $261M | BEVERLY HILLS, CA | CRD 170429 |
| SAGE STONE WEALTH MANAGEMENT LLC → | RIA / FO | $261M | LA JOLLA, CA | CRD 155477 |
| WELLINGTON INVESTMENT ADVISORS → | RIA / FO | $261M | BLOOMINGTON, IN | CRD 283853 |
| UTOPIA WEALTH MANAGEMENT, LLC → | RIA / FO | $261M | COCONUT CREEK, FL | CRD 300266 |
| ELCO MANAGEMENT COMPANY, LLC → | RIA / FO | $261M | NEW YORK, NY | CRD 137036 |
| COREPATH WEALTH PARTNERS LLC → | RIA / FO | $261M | SCOTTSDALE, AZ | CRD 299951 |
| FINANCIAL DESIGNS WEALTH MANAGEMENT → | RIA / FO | $261M | MIAMI, FL | CRD 314520 |
| PORTFOLIO ADVISORS, INC. → | RIA / FO | $261M | FRESNO, CA | CRD 106111 |
| CGI PLAN ADVISORS, INC. → | RIA / FO | $261M | FRAZER, PA | CRD 311275 |
| KEYSTONE ASSET MANAGEMENT, INC. → | RIA / FO | $261M | MCLEAN, VA | CRD 130101 |
| PREVAIL WEALTH MANAGEMENT → | RIA / FO | $261M | KIRKLAND, WA | CRD 164532 |
| TRUSTWELL FINANCIAL ADVISORS, LLC → | RIA / FO | $261M | JACKSONVILLE, FL | CRD 108426 |
| VIAWEALTH, LLC → | RIA / FO | $261M | LEAWOOD, KS | CRD 309043 |
| GLR PARTNERS → | RIA / FO | $261M | COLUMBIA, MD | CRD 334902 |
| DCM ADVISORS, LLC → | RIA / FO | $261M | NEW YORK, NY | CRD 126248 |
| WINEBRENNER CAPITAL MANAGEMENT LLC → | RIA / FO | $260M | LOUISVILLE, KY | CRD 154708 |
| ARCO GLOBAL MANAGEMENT, LLC → | RIA / FO | $260M | GUAYNABO, PR | CRD 287921 |
| ALAMAR CAPITAL MANAGEMENT, LLC → | RIA / FO | $260M | SANTA BARBARA, CA | CRD 154413 |
| BANKER INVESTMENT GROUP → | RIA / FO | $260M | WEST LAFAYETTE, IN | CRD 109650 |
| NANTUCKET MULTI MANAGERS, LLC → | RIA / FO | $260M | BLOOMFIELD HILLS, MI | CRD 129024 |
| BRENDEL FINANCIAL ADVISORS LLC → | RIA / FO | $260M | HANOVER, NH | CRD 288927 |
| VISTICA WEALTH ADVISORS, LLC → | RIA / FO | $260M | CARLSBAD, CA | CRD 147297 |
| RFM FINANCIAL SOLUTIONS, LLC → | RIA / FO | $260M | MT. PLEASANT, MI | CRD 124468 |
| GREENSTONE BELT WEALTH ADVISORS, LLC → | RIA / FO | $260M | CHICAGO, IL | CRD 335862 |
| THE WEALTH CONSERVANCY, INC. → | RIA / FO | $260M | BOULDER, CO | CRD 112024 |
| ARCHETYPE ADVISORS, LLC → | RIA / FO | $260M | DOYLESTOWN, PA | CRD 156527 |
| CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC → | RIA / FO | $260M | CLIFTON PARK, NY | CRD 125689 |
| NAPATREE CAPITAL LLC → | RIA / FO | $260M | WESTERLY, RI | CRD 292776 |
| 1876 PARTNERS, LP → | RIA / FO | $260M | TOMBALL, TX | CRD 329053 |
| GREY ROCK ENERGY MANAGEMENT, LLC → | RIA / FO | $260M | DALLAS, TX | CRD 170956 |
| ERA GLOBAL TECHNOLOGIES → | RIA / FO | $260M | NEW YORK, NY | CRD 339601 |
| CLARK WEALTH PARTNERS, LLC → | RIA / FO | $260M | O'FALLON, IL | CRD 321757 |
| FINLEY FINANCIAL, LLC → | RIA / FO | $260M | LAS VEGAS, NV | CRD 131442 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT → | RIA / FO | $260M | SOUTH MIAMI, FL | CRD 331683 |
| PROTEUS, LLC → | RIA / FO | $260M | INDIANAPOLIS, IN | CRD 164085 |
| MAGARIAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $260M | SAN ANTONIO, TX | CRD 341292 |
| WOVENEARTH VENTURES, LLC → | RIA / FO | $260M | PALO ALTO, CA | CRD 322556 |
| RIDGELINE WEALTH PLANNING LLC → | RIA / FO | $260M | CENTERVILLE, OH | CRD 307702 |
| CHURCHILL NCPE ADVISOR LLC → | RIA / FO | $259M | NEW YORK, NY | CRD 338431 |
| STORYONE FAMILY OFFICE → | RIA / FO | $259M | OVERLAND PARK, KS | CRD 331394 |
| BRAEBURN WEALTH MANAGEMENT, LLC → | RIA / FO | $259M | MUSKEGON, MI | CRD 158007 |
| PRIVATE WEALTH CONSULTING, LLC → | RIA / FO | $259M | – | CRD 336590 |
| COHEN INVESTMENT ADVISORS, LLC → | RIA / FO | $259M | BEDFORD, NH | CRD 168595 |
| GLOBAL FINANCIAL ADVISORY SERVICES, INC. → | RIA / FO | $259M | VALENCIA, CA | CRD 135234 |
| ELEVATION WEALTH MANAGEMENT → | RIA / FO | $259M | – | CRD 314604 |
| ISHARA INVESTMENTS LP → | RIA / FO | $259M | LOS ANGELES, CA | CRD 331869 |
| DAVIS CAPITAL MANAGEMENT → | RIA / FO | $259M | JACKSONVILLE, FL | CRD 149014 |
| KURE ADVISORY, LLC → | RIA / FO | $259M | PLYMOUTH, MN | CRD 311320 |
| INCLINE GLOBAL MANAGEMENT, LLC → | RIA / FO | $259M | NEW YORK, NY | CRD 162607 |
| AN EXCEPTIONAL LIFE FINANCIAL, LLC → | RIA / FO | $259M | INDIANAPOLIS, IN | CRD 288742 |
| REVEL WEALTH MANAGEMENT → | RIA / FO | $259M | TEANECK, NJ | CRD 340306 |
| COBBLESTONE ASSET MANAGEMENT → | RIA / FO | $259M | RICHMOND, VA | CRD 326545 |
| NORTHERN LIGHTS ADVISORS, INC. → | RIA / FO | $259M | SEATTLE, WA | CRD 167824 |
| 724 CAPITAL, LLC → | RIA / FO | $259M | – | CRD 318170 |
| CORINTHIAN CAPITAL GROUP, LLC → | RIA / FO | $259M | NEW YORK, NY | CRD 160346 |
| GK WEALTH MANAGEMENT LLC → | RIA / FO | $259M | RENO, NV | CRD 296847 |
| PACIFIC CAPITAL ASSOCIATES → | RIA / FO | $259M | SAN DIEGO, CA | CRD 160407 |
| SHAKER INVESTMENTS → | RIA / FO | $259M | BEACHWOOD, OH | CRD 119135 |
| TRITON FINANCIAL GROUP, INC → | RIA / FO | $259M | OKLAHOMA CITY, OK | CRD 309294 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. → | RIA / FO | $259M | SAVANNAH, GA | CRD 126942 |
| FINANCIAL INSTITUTION SERVICES, LLC → | RIA / FO | $259M | – | CRD 145269 |
| STEEL TOWER INVESTMENTS → | RIA / FO | $259M | PITTSBURGH, PA | CRD 166742 |
| EQUITY WEALTH PARTNERS, LLC → | RIA / FO | $259M | INDEPENDENCE, MO | CRD 317224 |
| AFT, FORSYTH AND COMPANY, INC. → | RIA / FO | $259M | JUPITER, FL | CRD 137404 |
| REDWOOD FAMILY WEALTH LLC → | RIA / FO | $259M | ADDISON, TX | CRD 334013 |
| NABITY-JENSEN INVESTMENT MANAGEMENT, INC. → | RIA / FO | $258M | OMAHA, NE | CRD 128455 |
| GEOSPHERE CAPITAL MANAGEMENT, LLC → | RIA / FO | $258M | MIAMI BEACH, FL | CRD 160088 |
| BUSH WEALTH MANAGEMENT → | RIA / FO | $258M | VALDOSTA, GA | CRD 304262 |
| MCDONOUGH CAPITAL MANAGEMENT, INC. → | RIA / FO | $258M | ORLANDO, FL | CRD 143767 |
| HORIZONS WEALTH MANAGEMENT → | RIA / FO | $258M | ASHEVILLE, NC | CRD 127457 |
| KOENIG INVESTMENT ADVISORY, LLC → | RIA / FO | $258M | ASHLAND, OR | CRD 311422 |
| BRUCE G. ALLEN INVESTMENTS, LLC → | RIA / FO | $258M | DENVER, CO | CRD 287859 |
| PROFITS PLUS CAPITAL MANAGEMENT, LLC → | RIA / FO | $258M | NAMPA, ID | CRD 118294 |
| PLUSCIOS MANAGEMENT LLC → | RIA / FO | $258M | EVANSTON, IL | CRD 146761 |
| MALVERN CAPITAL MANAGEMENT → | RIA / FO | $258M | MALVERN, PA | CRD 292396 |
| KAMICHU WEALTH MANAGEMENT LLC → | RIA / FO | $258M | – | CRD 295412 |
| VILLAGE WEALTH ADVISORS → | RIA / FO | $258M | WESTLAKE VILLAGE, CA | CRD 296866 |
| HEP PARTNERS LLC → | RIA / FO | $258M | DALLAS, TX | CRD 161386 |
| SCHAEFFER FINANCIAL LLC → | RIA / FO | $258M | ROCKVILLE, MD | CRD 133697 |
| MA ASSET MANAGEMENT, LLC → | RIA / FO | $258M | IRVINGTON, NY | CRD 283673 |
| KURAMO CAPITAL MANAGEMENT, LLC → | RIA / FO | $258M | NEW YORK, NY | CRD 160614 |
| GENROCK CAPITAL MANAGEMENT, LP → | RIA / FO | $258M | PALM BEACH, FL | CRD 290265 |
| CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC → | RIA / FO | $258M | DAVIS, CA | CRD 151765 |
| WILKINS MILLER WEALTH MANAGEMENT, LLC → | RIA / FO | $257M | MOBILE, AL | CRD 162222 |
| BIAS INVESTORS → | RIA / FO | $257M | HAMILTON | CRD 120715 |
| IKE CAPITAL, LLC → | RIA / FO | $257M | – | CRD 132473 |
| CLARITY ASSET MANAGEMENT, INC. → | RIA / FO | $257M | AMES, IA | CRD 115699 |
| 103 ADVISORY GROUP → | RIA / FO | $257M | CHICAGO, IL | CRD 314694 |
| DOGWOOD WEALTH MANAGEMENT, LLC → | RIA / FO | $257M | LENEXA, KS | CRD 317580 |
| W&S BROKERAGE SERVICES, INC. → | RIA / FO | $257M | CINCINNATI, OH | CRD 8099 |
| CENTER FOR ASSET MANAGEMENT, LLC → | RIA / FO | $257M | PALM BEACH GARDENS, FL | CRD 147981 |
| TINGEY FINANCIAL GROUP INC. → | RIA / FO | $257M | – | CRD 334198 |
| NEW MILLENNIUM GROUP → | RIA / FO | $257M | SANDY, UT | CRD 299249 |
| TEXAS FAMILY WEALTH, LLC → | RIA / FO | $257M | FRIENDSWOOD, TX | CRD 327332 |
| INDEPENDENT ACCESS PARTNERS, LLC → | RIA / FO | $257M | HUNT VALLEY, MD | CRD 305842 |
| RED SPRUCE CAPITAL, LLC → | RIA / FO | $257M | BERWYN, PA | CRD 158720 |