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 11101–11200 (page 112 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| KEYSTONE FINANCIAL GROUP, INC. → | RIA / FO | $247M | ATLANTA, GA | CRD 129301 |
| KRAL FINANCIAL ADVISORS, LLC → | RIA / FO | $247M | – | CRD 138959 |
| SR ALTERNATIVE CREDIT, LLC → | RIA / FO | $247M | DARIEN, CT | CRD 319478 |
| AMPLIUS ASSET MANAGEMENT, LLC → | RIA / FO | $247M | BLUE BELL, PA | CRD 334991 |
| BPP WEALTH SOLUTIONS, LLC → | RIA / FO | $247M | BASKING RIDGE, NJ | CRD 166962 |
| BLUELINE ADVISORS → | RIA / FO | $247M | EXETER, NH | CRD 164642 |
| WASHINGTON GROWTH STRATEGIES LLC → | RIA / FO | $247M | WASHINGTON, DC | CRD 171774 |
| ANCHOR BAY CAPITAL, INC. → | RIA / FO | $247M | CARLSBAD, CA | CRD 116913 |
| FILLMORE CAPITAL PARTNERS, LLC → | RIA / FO | $247M | POWELL, OH | CRD 139256 |
| AGP FRANKLIN, LLC → | RIA / FO | $247M | FRANKLIN, TN | CRD 331699 |
| BAUM CAPITAL PARTNERS MANAGEMENT, LLC → | RIA / FO | $247M | KANSAS CITY, MO | CRD 288225 |
| INTERVEST LTD → | RIA / FO | $247M | CHEVY CHASE, MD | CRD 104614 |
| NORTHERN EDGE WEALTH MANAGEMENT → | RIA / FO | $247M | MARQUETTE, MI | CRD 338102 |
| EUDAIMONIA ASSET MANAGEMENT, LLC → | RIA / FO | $247M | WINCHESTER, TN | CRD 299379 |
| TENET WEALTH PARTNERS, LLC → | RIA / FO | $247M | CHAMPAIGN, IL | CRD 339818 |
| LIGHTHOUSE WEALTH MANAGEMENT, LLC → | RIA / FO | $247M | CAMP HILL, PA | CRD 307529 |
| VALUE INVESTMENT PROFESSIONALS, LLC → | RIA / FO | $247M | NEW YORK, NY | CRD 164704 |
| JULEX CAPITAL MANAGEMENT → | RIA / FO | $247M | NATICK, MA | CRD 166053 |
| STRIVE FINANCIAL GROUP, LLC → | RIA / FO | $247M | CARMEL, IN | CRD 333298 |
| STRONGHOLD RESOURCE PARTNERS → | RIA / FO | $247M | DALLAS, TX | CRD 289466 |
| 17 CAPITAL PARTNERS, LLC → | RIA / FO | $246M | PHOENIX, AZ | CRD 283013 |
| TACONIC ADVISORS → | RIA / FO | $246M | SAUGERTIES, NY | CRD 123961 |
| NEXXUS HOLDINGS ADVISORS LLC → | RIA / FO | $246M | SANTA BARBARA, CA | CRD 166884 |
| MCKINNEY CAPITAL MANAGEMENT → | RIA / FO | $246M | HOUSTON, TX | CRD 338774 |
| NEFPG → | RIA / FO | $246M | BURLINGTON, MA | CRD 105254 |
| THE PROFESSIONAL FINANCIAL COMPANY LLC → | RIA / FO | $246M | OREM, UT | CRD 286419 |
| ASEMPA WEALTH ADVISORS → | RIA / FO | $246M | BATON ROUGE, LA | CRD 328609 |
| DES MOINES INVESTMENTS, LLC → | RIA / FO | $246M | DES MOINES, IA | CRD 146322 |
| RETIREMENT PLANNING SERVICES → | RIA / FO | $246M | KNOXVILLE, TN | CRD 289847 |
| SIERRA PACIFIC PRIVATE WEALTH, LLC → | RIA / FO | $246M | PLEASANTON, CA | CRD 131738 |
| 3B CAPITAL MANAGEMENT, LP → | RIA / FO | $246M | DALLAS, TX | CRD 300098 |
| PINNACLE WEST ASSET MANAGEMENT INC → | RIA / FO | $246M | CASPER, WY | CRD 106527 |
| GLC INVESTMENT ADVISORS, LLC → | RIA / FO | $246M | – | CRD 158414 |
| INSIGHT INVESTMENT COUNSEL → | RIA / FO | $246M | EL SEGUNDO, CA | CRD 172511 |
| TORO WEST CAPITAL ADVISORS → | RIA / FO | $246M | LOUISVILLE, CO | CRD 331265 |
| GLOBAL WEALTH MANAGEMENT, LLC → | RIA / FO | $246M | KINGSTON, NJ | CRD 153677 |
| ALTERNATIVE FUND ADVISORS, LLC → | RIA / FO | $246M | BOSTON, MA | CRD 313109 |
| WEALTHWAY FINANCIAL ADVISORS → | RIA / FO | $246M | NORFOLK, VA | CRD 108824 |
| BOSTWICK CAPITAL LLC → | RIA / FO | $245M | LOCUST VALLEY, NY | CRD 162386 |
| RM FINANCIAL SERVICES, LLC → | RIA / FO | $245M | FALMOUTH, ME | CRD 304297 |
| OPTIMIST RETIREMENT GROUP, LLC → | RIA / FO | $245M | BELLEVUE, WA | CRD 119086 |
| STROBE VENTURES → | RIA / FO | $245M | BROOKLYN, NY | CRD 334227 |
| CANNON WEALTH MANAGEMENT SERVICES → | RIA / FO | $245M | WINSTON SALEM, NC | CRD 323302 |
| SAAS CAPITAL, LLC → | RIA / FO | $245M | CINCINNATI, OH | CRD 298213 |
| W ADVISORS LLC → | RIA / FO | $245M | GERMANTOWN, TN | CRD 168452 |
| INTEGRAS PARTNERS, LLC → | RIA / FO | $245M | ALPHARETTA, GA | CRD 172979 |
| MERRION INVESTMENT MANAGEMENT CO, LLC → | RIA / FO | $245M | CRANFORD, NJ | CRD 139143 |
| KULTURA CAPITAL MANAGEMENT LP → | RIA / FO | $245M | PARK CITY, UT | CRD 327510 |
| 994 GROUP → | RIA / FO | $245M | AUSTIN, TX | CRD 289923 |
| LEON CAPITAL MANAGEMENT, LLC → | RIA / FO | $245M | DALLAS, TX | CRD 332987 |
| CLEAR RIDGE WEALTH MANAGEMENT, LLC → | RIA / FO | $245M | KALAMAZOO, MI | CRD 172689 |
| BOYCE & ASSOCIATES WEALTH CONSULTING, INC. → | RIA / FO | $245M | CEDAR PARK, TX | CRD 288157 |
| IMPACT ENGINE → | RIA / FO | $244M | CHICAGO, IL | CRD 304022 |
| CITY DIFFERENT INVESTMENTS → | RIA / FO | $244M | SANTA FE, NM | CRD 310982 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL → | RIA / FO | $244M | LONG BEACH, CA | CRD 110376 |
| GULFSTREAM CM, LLC → | RIA / FO | $244M | SUMMIT, NJ | CRD 165459 |
| BAZIS PRIVATE WEALTH, LLC → | RIA / FO | $244M | OMAHA, NE | CRD 148605 |
| BANDERA PARTNERS → | RIA / FO | $244M | BROOKLYN, NY | CRD 161230 |
| TYR CAPITAL ADVISORS, LLC → | RIA / FO | $244M | OVERLAND PARK, KS | CRD 326208 |
| SHOREVEST PARTNERS, LTD. → | RIA / FO | $244M | TORTOLA | CRD 284681 |
| RICHARDSON WEALTH (USA) LIMITED → | RIA / FO | $244M | TORONTO, ONTARIO | CRD 166090 |
| ARES FINANCIAL CONSULTING LLC → | RIA / FO | $244M | CALABASAS, CA | CRD 282852 |
| INVERA WEALTH ADVISORS LLC → | RIA / FO | $244M | – | CRD 323792 |
| LEGACY SOLUTIONS, LLC → | RIA / FO | $244M | KENNETT SQUARE, PA | CRD 323360 |
| ABUNDANT WEALTH MANAGEMENT LLC → | RIA / FO | $244M | STAMFORD, CT | CRD 331285 |
| FOUNDATION CAPITAL MANAGEMENT, LLC → | RIA / FO | $244M | EAST NORRITON, PA | CRD 142659 |
| STEGENT EQUITY ADVISORS INC. → | RIA / FO | $244M | HOUSTON, TX | CRD 114518 |
| PINNACLE WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $244M | PLYMOUTH, MI | CRD 281935 |
| EVERGREEN CAPITAL ASSOCIATES LLC → | RIA / FO | $244M | PLAINSBORO, NJ | CRD 312909 |
| BRAHMA MANAGEMENT LLC → | RIA / FO | $244M | – | CRD 146254 |
| PRATTES WEALTH PARTNERS → | RIA / FO | $244M | NEWPORT BEACH, CA | CRD 298746 |
| PURSUE WEALTH PARTNERS, LLC → | RIA / FO | $243M | – | CRD 326348 |
| JRE ADVISORS LLC → | RIA / FO | $243M | NEW YORK, NY | CRD 318777 |
| EXIT WEALTH ADVISORS → | RIA / FO | $243M | ALPHARETTA, GA | CRD 332573 |
| RINALDI WEALTH MANAGEMENT, INC. → | RIA / FO | $243M | BONITA SPRINGS, FL | CRD 311583 |
| CAPSTONE WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $243M | BEND, OR | CRD 340135 |
| RETIREWISE TAX AND WEALTH ADVISORS, INC. → | RIA / FO | $243M | TOPEKA, KS | CRD 284394 |
| 210 FINANCIAL → | RIA / FO | $243M | MORTON, IL | CRD 328570 |
| ZEPHYR WEALTH MANAGEMENT → | RIA / FO | $243M | WESTLAKE VILLAGE, CA | CRD 166303 |
| MATTHIAS PRIVATE WEALTH, LLC → | RIA / FO | $243M | WINTER PARK, FL | CRD 289761 |
| BLUE SPARK CAPITAL ADVISORS → | RIA / FO | $243M | NEW YORK, NY | CRD 159025 |
| PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS → | RIA / FO | $243M | SOUTHFIELD, MI | CRD 323718 |
| BLALOCK WILLIAMS, LLC → | RIA / FO | $243M | ALEXANDER CITY, AL | CRD 325465 |
| CHIRON CAPITAL MANAGEMENT, LLC → | RIA / FO | $243M | TALLAHASSEE, FL | CRD 308286 |
| LITTLE HARBOR ADVISORS, LLC → | RIA / FO | $243M | MARBLEHEAD, MA | CRD 168700 |
| CLADIS INVESTMENT ADVISORY LLC → | RIA / FO | $243M | BILLINGS, MT | CRD 153873 |
| RAYBURN WEST FINANCIAL SERVICES → | RIA / FO | $243M | NASHVILLE, TN | CRD 145264 |
| SEMINOLE ADVISORY SERVICES, LLC → | RIA / FO | $243M | BELLAIR BLUFFS, FL | CRD 148975 |
| WAYPOINT WEALTH MANAGEMENT → | RIA / FO | $242M | TIMONIUM, MD | CRD 155574 |
| MUNN WEALTH MANAGEMENT, LLC → | RIA / FO | $242M | MAUMEE, OH | CRD 174414 |
| BAIN CAPITAL PUBLIC EQUITY, LP → | RIA / FO | $242M | BOSTON, MA | CRD 145650 |
| ANSON ANALYTICS → | RIA / FO | $242M | TYRONE, GA | CRD 131416 |
| POSITION WEALTH → | RIA / FO | $242M | THE WOODLANDS, TX | CRD 325116 |
| MCBROOM & ASSOCIATES, LLC → | RIA / FO | $242M | LAS VEGAS, NV | CRD 151187 |
| EXCELSIOR INVESTORS → | RIA / FO | $242M | EXCELSIOR, MN | CRD 108048 |
| NRG WEALTH MANAGEMENT → | RIA / FO | $242M | ORO VALLEY, AZ | CRD 289548 |
| SANCHEZ & ZURES, LLC → | RIA / FO | $242M | MCLEAN, VA | CRD 139898 |
| REVOLUTION CAPITAL, LLC → | RIA / FO | $242M | OMAHA, NE | CRD 300496 |
| VANDERBILT AVENUE ASSET MANAGEMENT LLC → | RIA / FO | $242M | NEW YORK, NY | CRD 145370 |
| ADOLOS ASSET MANAGEMENT → | RIA / FO | $242M | – | CRD 315505 |