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 11001–11100 (page 111 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| WINTERS FINANCIAL GROUP, INC. → | RIA / FO | $252M | WESTLAKE VILLAGE, CA | CRD 309549 |
| JCP INVESTMENT MANAGEMENT, LLC → | RIA / FO | $252M | HOUSTON, TX | CRD 150635 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC → | RIA / FO | $252M | MILWAUKEE, WI | CRD 106288 |
| QCA CAPITAL MANAGEMENT INC → | RIA / FO | $252M | LOS ANGELES, CA | CRD 112104 |
| DB & C ADVISORS, LLC → | RIA / FO | $252M | HOLLAND, MI | CRD 155645 |
| PRINCIPLED WEALTH ADVISORS, LLC → | RIA / FO | $252M | COVINGTON, KY | CRD 138143 |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC → | RIA / FO | $252M | MILWAUKEE, WI | CRD 168956 |
| BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC → | RIA / FO | $252M | – | CRD 296931 |
| FISCHER INVESTMENT STRATEGIES, LLC → | RIA / FO | $252M | WESTLAKE VILLAGE, CA | CRD 156883 |
| MURPHY WEALTH MANAGEMENT GROUP → | RIA / FO | $252M | FISHKILL, NY | CRD 277161 |
| COINSHARES ASSET MANAGEMENT (US) LLC → | RIA / FO | $252M | NEW YORK, NY | CRD 314541 |
| ADVANCED FINANCIAL STRATEGIES INC → | RIA / FO | $252M | IRVINE, CA | CRD 108296 |
| RESEARCH FINANCIAL STRATEGIES → | RIA / FO | $252M | ROCKVILLE, MD | CRD 153247 |
| BRIDGES CAPITAL LLC → | RIA / FO | $252M | FORT LAUDERDALE, FL | CRD 297718 |
| HC2 CAPITAL, LLC → | RIA / FO | $252M | DALLAS, TX | CRD 285982 |
| ARETEX CAPITAL MANAGEMENT, LP → | RIA / FO | $252M | NEW YORK, NY | CRD 296753 |
| RIVERCHASE WEALTH MANAGEMENT, LLC → | RIA / FO | $251M | FLOWER MOUND, TX | CRD 156950 |
| TALISMAN WEALTH ADVISORS, LLC → | RIA / FO | $251M | MOUNTAINSIDE, NJ | CRD 313283 |
| WINDWARD WEALTH STRATEGIES, INC. → | RIA / FO | $251M | OSHKOSH, WI | CRD 175126 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC → | RIA / FO | $251M | WASHINGTON, DC | CRD 281772 |
| MERCED CAPITAL, L.P. → | RIA / FO | $251M | MINNETONKA, MN | CRD 137228 |
| CASSIA CAPITAL PARTNERS LLC → | RIA / FO | $251M | WINSTON SALEM, NC | CRD 159911 |
| MARIACA WEALTH MANAGEMENT, LLC → | RIA / FO | $251M | WELLINGTON, FL | CRD 164001 |
| PETERSON WEALTH MANAGEMENT, LLC → | RIA / FO | $251M | SPARKS, NV | CRD 285415 |
| CHECKS & BALANCES, INC. → | RIA / FO | $251M | ATLANTA, GA | CRD 112145 |
| TEAM WEALTH & TAX ADVISORS → | RIA / FO | $251M | TEMECULA, CA | CRD 309411 |
| WINDLE WEALTH → | RIA / FO | $251M | OKLAHOMA CITY, OK | CRD 285653 |
| LEGACY WEALTH MANAGEMENT INC. → | RIA / FO | $251M | MANASSAS, VA | CRD 173453 |
| M PREMIER PARTNERS → | RIA / FO | $251M | INDIAN WELLS, CA | CRD 289044 |
| KARLOV STREET CAPITAL, LLC → | RIA / FO | $251M | BOCA RATON, FL | CRD 288910 |
| SEEK FIRST INC. → | RIA / FO | $251M | CAMPBELL, CA | CRD 312546 |
| AC INVESTMENT MANAGEMENT LLC → | RIA / FO | $251M | NEW YORK, NY | CRD 140443 |
| TETON ADVISORS, LLC → | RIA / FO | $251M | GREENWICH, CT | CRD 105963 |
| BLODGETT WEALTH ADVISORS, LLC → | RIA / FO | $251M | – | CRD 316838 |
| BIOS CAPITAL MANAGEMENT, LP → | RIA / FO | $251M | FORT WORTH, TX | CRD 298955 |
| STYRE WEALTH → | RIA / FO | $251M | FORT WORTH, TX | CRD 289276 |
| TITAN FUND MANAGEMENT, LLC → | RIA / FO | $251M | ALBUQUERQUE, NM | CRD 290562 |
| DEANE RETIREMENT STRATEGIES, INC. → | RIA / FO | $251M | NEW ORLEANS, LA | CRD 127096 |
| STONE CREEK GROUP, LLC → | RIA / FO | $251M | ENGLEWOOD, CO | CRD 182512 |
| WEALTHMD CORPORATION → | RIA / FO | $251M | LOUISVILLE, KY | CRD 140498 |
| AMARA FINANCIAL, LLC → | RIA / FO | $250M | SAN FRANCISCO, CA | CRD 308290 |
| RECURRING CAPITAL MANAGEMENT COMPANY, LLC → | RIA / FO | $250M | AUSTIN, TX | CRD 285114 |
| MWA INVESTMENTS, LLC → | RIA / FO | $250M | WHITE STONE, VA | CRD 156685 |
| LIG CAPITAL MANAGEMENT, LLC → | RIA / FO | $250M | OKLAHOMA CITY, OK | CRD 130489 |
| METRONOME CAPITAL LLP → | RIA / FO | $250M | LONDON, LONDON | CRD 311170 |
| FARLEY CAPITAL → | RIA / FO | $250M | – | CRD 157747 |
| FISHER & WIENS WEALTH MANAGEMENT, LLC → | RIA / FO | $250M | DANVILLE, CA | CRD 286079 |
| MOKAN WEALTH MANAGEMENT → | RIA / FO | $250M | OVERLAND PARK, KS | CRD 328005 |
| MAIN STREET INVESTMENT ADVISORS, LLC → | RIA / FO | $250M | NORTHBROOK, IL | CRD 146036 |
| MAVEN EQUITY PARTNERS, LLC → | RIA / FO | $250M | LARKSPUR, CA | CRD 304461 |
| COGENT PRIVATE WEALTH → | RIA / FO | $250M | ORLANDO, FL | CRD 319092 |
| JOURNEY BEYOND WEALTH → | RIA / FO | $250M | ROSWELL, GA | CRD 290367 |
| TRITONPOINT CAPITAL, LLC → | RIA / FO | $250M | CHEVY CHASE, MD | CRD 336417 |
| EHRLICH FINANCIAL GROUP → | RIA / FO | $250M | LAGUNA NIGUEL, CA | CRD 325595 |
| ALTURA WEALTH ADVISORS INC. → | RIA / FO | $250M | SANTA CLARA, CA | CRD 309501 |
| BEADELL A D INVESTMENT COUNSEL INC → | RIA / FO | $250M | MEQUON, WI | CRD 106946 |
| BISON CAPITAL ADVISORS, LLC → | RIA / FO | $250M | OKLAHOMA CITY, OK | CRD 306471 |
| FIRSTRUST → | RIA / FO | $250M | DAYTONA BEACH, FL | CRD 111800 |
| INVESTOLOGY INC. → | RIA / FO | $250M | RESTON, VA | CRD 130408 |
| SWISS USADVISORS → | RIA / FO | $250M | ZURICH | CRD 158706 |
| RUTHERFORD INVESTMENT MANAGEMENT → | RIA / FO | $250M | PORTLAND, OR | CRD 167545 |
| DEAN WEALTH PARTNERS, LLC → | RIA / FO | $250M | AUSTIN, TX | CRD 298237 |
| OXENFREE FINANCIAL → | RIA / FO | $250M | MELBOURNE, FL | CRD 327105 |
| TIDECREST WEALTH MANAGEMENT, LLC → | RIA / FO | $250M | NEWPORT BEACH, CA | CRD 332422 |
| BRAUN-BOSTICH & ASSOCIATES INC. → | RIA / FO | $250M | CANONSBURG, PA | CRD 288336 |
| VANDALIA WEALTH → | RIA / FO | $250M | CHARLESTON, WV | CRD 340089 |
| PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC → | RIA / FO | $250M | – | CRD 155306 |
| SUMMIT WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $250M | CAMARILLO, CA | CRD 170029 |
| CALABASAS ADVISORY GROUP, LLC → | RIA / FO | $250M | WESTLAKE VILLAGE, CA | CRD 288224 |
| NORTHILL AIMS, LLC → | RIA / FO | $249M | RICHARDSON, TX | CRD 339338 |
| CHANCELLOR FINANCIAL GROUP WB LP → | RIA / FO | $249M | WILKES-BARRE, PA | CRD 159563 |
| PRAIRIE RIVERS INVESTMENTS, LLC → | RIA / FO | $249M | ROBINSON, IL | CRD 288153 |
| E. BATOFF & CO., INC. → | RIA / FO | $249M | TAMPA, FL | CRD 124815 |
| GUIDED CAPITAL WEALTH MANAGEMENT, LLC → | RIA / FO | $249M | HOUSTON, TX | CRD 310056 |
| BOLTON INVESTMENT → | RIA / FO | $249M | TOWSON, MD | CRD 104684 |
| EMERGENT WEALTH ADVISORS, LLC → | RIA / FO | $249M | WILLIAMSVILLE, NY | CRD 174845 |
| SAF ADVISORS LLC → | RIA / FO | $249M | – | CRD 284283 |
| GALLIOTT CAPITAL ADVISORS, LLC → | RIA / FO | $249M | BEVERLY HILLS, CA | CRD 313094 |
| BUCKHORN RESOURCES, LP → | RIA / FO | $249M | HOUSTON, TX | CRD 226647 |
| FOREST HILL CAPITAL, LLC → | RIA / FO | $249M | LITTLE ROCK, AR | CRD 129667 |
| EVERGREEN WEALTH MANAGEMENT, LLC → | RIA / FO | $249M | WILLIAMSTON, MI | CRD 174090 |
| LAKEWOOD ASSET MANAGEMENT, LLC → | RIA / FO | $249M | NAPERVILLE, IL | CRD 174887 |
| MICHAEL BRADY & CO., LLC → | RIA / FO | $249M | WESTLAKE, OH | CRD 130093 |
| CASSEDY FINANCIAL GROUP, INC. → | RIA / FO | $248M | TAMPA, FL | CRD 111446 |
| TRIBECA FINANCIAL, LLC → | RIA / FO | $248M | MESA, AZ | CRD 113245 |
| DWD PORTFOLIO SOLUTIONS, INC. → | RIA / FO | $248M | PITTSBURGH, PA | CRD 121435 |
| THE CLIFFORD GROUP LLC → | RIA / FO | $248M | WAYLAND, MA | CRD 318897 |
| ATWATER WEALTH MANAGEMENT, INC. → | RIA / FO | $248M | BOSTON, MA | CRD 172749 |
| LUEDTKE & ASSOCIATES → | RIA / FO | $248M | – | CRD 337424 |
| MASTERS LEGACY PLANNING → | RIA / FO | $248M | LINWOOD, NJ | CRD 296314 |
| ROSENWALD CAPITAL MANAGEMENT, INC. → | RIA / FO | $248M | REDONDO BEACH, CA | CRD 290118 |
| AACP INVESTMENTS, LLC → | RIA / FO | $248M | NEW YORK, NY | CRD 314568 |
| CEDAR POINT CAPITAL PARTNERS, LLC → | RIA / FO | $248M | CEDAR RAPIDS, IA | CRD 317532 |
| GRAMERCY STRATEGIC CAPITAL LLC → | RIA / FO | $248M | – | CRD 315875 |
| EVERSPIRE → | RIA / FO | $248M | MIDVALE, UT | CRD 222515 |
| FOCUS WEALTH ADVISORS, LLC → | RIA / FO | $248M | HOUSTON, TX | CRD 165425 |
| COVE CAPITAL MANAGEMENT INC. → | RIA / FO | $248M | BRENTWOOD, TN | CRD 284649 |
| NOVA WEALTH MANAGEMENT, INC. → | RIA / FO | $248M | BONITA SPRINGS, FL | CRD 169450 |
| PROPEL BIO MANAGEMENT, LLC → | RIA / FO | $247M | LOS ANGELES, CA | CRD 322858 |
| WEALTH INTELLIGENCE, LLC → | RIA / FO | $247M | COLUMBUS, GA | CRD 333253 |