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 11201–11300 (page 113 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| VANTAGE CONSULTING GROUP INC → | RIA / FO | $242M | VIRGINIA BEACH, VA | CRD 105240 |
| ROBBINS WEALTH MANAGEMENT → | RIA / FO | $242M | ERIE, PA | CRD 106088 |
| MORI HUSTON PARTNERS → | RIA / FO | $242M | MIAMI, FL | CRD 151260 |
| CAYMUS EQUITY PARTNERS, LLC → | RIA / FO | $242M | ATLANTA, GA | CRD 322999 |
| 1620 INVESTMENT ADVISORS, INC. → | RIA / FO | $242M | PLYMOUTH, MA | CRD 119262 |
| TRUE MEASURE WEALTH MANAGEMENT → | RIA / FO | $242M | OMAHA, NE | CRD 116265 |
| PRISM PLANNING PARTNERS → | RIA / FO | $242M | LIBERTYVILLE, IL | CRD 290485 |
| WEALTH MANAGEMENT CORPORATION → | RIA / FO | $242M | TALLAHASSEE, FL | CRD 109576 |
| KELLY PARK INVESTMENT LLC → | RIA / FO | $242M | – | CRD 299882 |
| TREASURE COAST FINANCIAL PLANNING, INC. → | RIA / FO | $241M | VERO BEACH, FL | CRD 166684 |
| DFN MANAGEMENT LLC. → | RIA / FO | $241M | TAMPA, FL | CRD 285057 |
| MAVEN ROYALTY MANAGEMENT, LLC → | RIA / FO | $241M | SHREVEPORT, LA | CRD 288377 |
| CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT → | RIA / FO | $241M | SHELTON, CT | CRD 310378 |
| TABR CAPITAL MANAGEMENT, LLC → | RIA / FO | $241M | ORANGE, CA | CRD 129959 |
| TURNBRIDGE CAPITAL, LLC → | RIA / FO | $241M | LITTLE ELM, TX | CRD 169843 |
| BLAND GARVEY WEALTH ADVISORS, LLC → | RIA / FO | $241M | RICHARDSON, TX | CRD 140066 |
| TENERE CAPITAL, LLC → | RIA / FO | $241M | NEW YORK, NY | CRD 312441 |
| CAPSTONE RIA → | RIA / FO | $241M | BELLINGHAM, WA | CRD 334343 |
| ENGLISH CAPITAL MANAGEMENT LLC → | RIA / FO | $241M | BLOOMFIELD HILLS, MI | CRD 234790 |
| BAYNTREE WEALTH ADVISORS, LLC → | RIA / FO | $241M | SCOTTSDALE, AZ | CRD 226708 |
| BARNSTONE ADVISORS LLC → | RIA / FO | $241M | PHOENIXVILLE, PA | CRD 144511 |
| CFG RETIREMENT → | RIA / FO | $241M | EDINA, MN | CRD 179516 |
| GREYBULL PARTNERS LLC → | RIA / FO | $241M | ATLANTA, GA | CRD 128390 |
| BASSAM WEALTH MANAGEMENT, LLC → | RIA / FO | $241M | PALM BEACH, FL | CRD 330695 |
| CARLIN WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $241M | AUSTIN, TX | CRD 325306 |
| CAROLINA FINANCIAL ADVISORS, INC. → | RIA / FO | $241M | GREENSBORO, NC | CRD 118823 |
| PSC CAPITAL PARTNERS LLC → | RIA / FO | $241M | MINNEAPOLIS, MN | CRD 165620 |
| THE KIECKHEFER GROUP → | RIA / FO | $241M | MEQUON, WI | CRD 331128 |
| CORPORATE CONSULTING GROUP, INC. → | RIA / FO | $241M | TULSA, OK | CRD 123761 |
| BURRUS → | RIA / FO | $241M | SALT LAKE CITY, UT | CRD 141435 |
| RICHMOND BROTHERS, INC. → | RIA / FO | $241M | JACKSON, MI | CRD 158916 |
| BARKER WEALTH MANAGEMENT, LLC → | RIA / FO | $241M | CAMAS, WA | CRD 226768 |
| CHRISTINE MESSMER, P.C. → | RIA / FO | $241M | COLLEGEVILLE, PA | CRD 121202 |
| FORBES FINANCIAL PLANNING, INC. → | RIA / FO | $241M | EAST GREENWICH, RI | CRD 143912 |
| KANE INVESTMENT MANAGEMENT, INC. → | RIA / FO | $241M | LOS GATOS, CA | CRD 127337 |
| EADS & HEALD WEALTH MANAGEMENT → | RIA / FO | $240M | ATLANTA, GA | CRD 105524 |
| INTERACTIVE FINANCIAL ADVISORS → | RIA / FO | $240M | NEW LENOX, IL | CRD 125117 |
| STOREHOUSE FINANCIAL LLC → | RIA / FO | $240M | FORT WORTH, TX | CRD 140738 |
| KEYSTONE FINANCIAL SERVICES, LLC → | RIA / FO | $240M | OMAHA, NE | CRD 308397 |
| DELTA CAPITAL MANAGEMENT LLC → | RIA / FO | $240M | RED BANK, NJ | CRD 106248 |
| LUMINA WEALTH MANAGEMENT, LLC → | RIA / FO | $240M | WILMINGTON, NC | CRD 291548 |
| ALLIED PORTFOLIO MANAGEMENT, INC. → | RIA / FO | $240M | TUCSON, AZ | CRD 113809 |
| CLEARFIELD CAPITAL MANAGEMENT LP → | RIA / FO | $240M | NEW YORK, NY | CRD 174981 |
| LEGEND CAPITAL → | RIA / FO | $240M | – | CRD 336029 |
| BUTTONWOOD GROUP ADVISORS LLC → | RIA / FO | $240M | UNIONDALE, NY | CRD 173608 |
| KAIYO WEALTH LLC → | RIA / FO | $240M | SAN DIEGO, CA | CRD 316431 |
| JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC → | RIA / FO | $240M | PADUCAH, KY | CRD 312706 |
| TRUE WEALTH ADVISORY GROUP → | RIA / FO | $240M | MIAMI, FL | CRD 306523 |
| LANE BROTHERS INVESTMENT COUNSEL → | RIA / FO | $240M | PRESCOTT, AZ | CRD 105968 |
| IFS GROUP → | RIA / FO | $240M | MECHANICSBURG, PA | CRD 328774 |
| LOYOLA ASSET MANAGEMENT LLC → | RIA / FO | $240M | CORAL GABLES, FL | CRD 153255 |
| FOREFRONT → | RIA / FO | $240M | AUSTIN, TX | CRD 308521 |
| MAREST CAPITAL, LLC → | RIA / FO | $240M | ENCINO, CA | CRD 315958 |
| BREWSTER FINANCIAL PLANNING LLC → | RIA / FO | $240M | BROOKLYN, NY | CRD 125291 |
| LINDA A. BARLOW, CFP → | RIA / FO | $240M | SANTA ANA, CA | CRD 111643 |
| OUTFITTER ENERGY MANAGEMENT, LLC → | RIA / FO | $240M | HOUSTON, TX | CRD 286213 |
| THE CIRCUMFERENCE GROUP LLC → | RIA / FO | $240M | LITTLE ROCK, AR | CRD 159012 |
| GATEMORE → | RIA / FO | $239M | NEW YORK, NY | CRD 332864 |
| TRIVANT CUSTOM PORTFOLIO GROUP LLC → | RIA / FO | $239M | SAN DIEGO, CA | CRD 129803 |
| SEA CLIFF PARTNERS MANAGEMENT, LP → | RIA / FO | $239M | SAN FRANCISCO, CA | CRD 316909 |
| SALIENT WEALTH PLANNING → | RIA / FO | $239M | ENCINITAS, CA | CRD 327885 |
| E6 PORTFOLIOS → | RIA / FO | $239M | MIDVALE, UT | CRD 326617 |
| BRIAN LOW FINANCIAL GROUP, LLC → | RIA / FO | $239M | BATON ROUGE, LA | CRD 306346 |
| JONES KERTZ & ASSOCIATES, INC. → | RIA / FO | $239M | BLAINE, MN | CRD 104976 |
| GALLERIA FINANCIAL ADVISORS, LLC → | RIA / FO | $239M | ATLANTA, GA | CRD 133673 |
| HEIGHTS LLC → | RIA / FO | $239M | LOS ANGELES, CA | CRD 315969 |
| DRIVEN INVESTMENTS LLC → | RIA / FO | $239M | – | CRD 310095 |
| ROLEK RETIREMENT PLANNING → | RIA / FO | $239M | BERWYN, PA | CRD 285351 |
| SAOS CAPITAL, LLC → | RIA / FO | $239M | MOUNT PLEASANT, SC | CRD 159515 |
| BIRCHVIEW CAPITAL, LP → | RIA / FO | $239M | BURLINGTON, VT | CRD 170534 |
| CASTANEA PARTNERS INC. → | RIA / FO | $239M | NEWTON, MA | CRD 160229 |
| FOOTPATH VENTURES LP → | RIA / FO | $239M | NEW YORK, NY | CRD 306142 |
| TRUST INVESTMENT ADVISORS → | RIA / FO | $239M | INDIANAPOLIS, IN | CRD 309233 |
| ORRELL CAPITAL MANAGEMENT → | RIA / FO | $239M | LIVERMORE, CA | CRD 112487 |
| ORCAM FINANCIAL GROUP, LLC → | RIA / FO | $239M | – | CRD 164874 |
| SNOWCAP CAPITAL MANAGEMENT → | RIA / FO | $239M | DALLAS, TX | CRD 146883 |
| INVESTMENT MANAGEMENT & PLANNING LLC → | RIA / FO | $239M | GREENVILLE, DE | CRD 146041 |
| INVESTORS PORTFOLIO SERVICES LLC → | RIA / FO | $239M | PUYALLUP, WA | CRD 117299 |
| MOSAIC WEALTH MANAGEMENT, L.L.C. → | RIA / FO | $239M | – | CRD 142793 |
| TOTAL WEALTH PLANNING AND MANAGEMENT, INC. → | RIA / FO | $239M | – | CRD 166664 |
| CPR INVESTMENTS INC → | RIA / FO | $239M | ROCHESTER, MI | CRD 139067 |
| ROCK HILL CAPITAL → | RIA / FO | $239M | HOUSTON, TX | CRD 163129 |
| GANIM PRIVATE WEALTH → | RIA / FO | $239M | SHELTON, CT | CRD 285679 |
| NINTH ETERNITY ASSET MANAGEMENT LLC → | RIA / FO | $239M | CAMBRIDGE, MA | CRD 306985 |
| WESTHAMPTON CAPITAL → | RIA / FO | $239M | WINSTON-SALEM, NC | CRD 119176 |
| PROSSIMO ADVISORS LLC → | RIA / FO | $239M | SAN LUIS OBISPO, CA | CRD 289347 |
| SMITH BRUER → | RIA / FO | $238M | TALLAHASSEE, FL | CRD 284508 |
| WATERWHEEL CAPITAL MANAGEMENT → | RIA / FO | $238M | ATHENS | CRD 289407 |
| GOALFUSION WEALTH MANAGEMENT → | RIA / FO | $238M | – | CRD 309756 |
| R.H. INVESTMENT GROUP, LLC → | RIA / FO | $238M | SCOTTSDALE, AZ | CRD 115994 |
| JM2 CAPITAL INC. → | RIA / FO | $238M | EDMOND, OK | CRD 292351 |
| ACUTE INVESTMENT ADVISORY → | RIA / FO | $238M | MESA, AZ | CRD 170368 |
| PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP → | RIA / FO | $238M | NEW YORK, NY | CRD 143598 |
| STRATEGIC WEALTH CAPITAL → | RIA / FO | $238M | SAN FRANCISCO, CA | CRD 326299 |
| PF ADVISORS → | RIA / FO | $238M | CHADDS FORD, PA | CRD 277156 |
| SEQUOIA WEALTH MANAGEMENT GROUP → | RIA / FO | $238M | – | CRD 311268 |
| BROADMARK ASSET MANAGEMENT LLC → | RIA / FO | $238M | DALLAS, TX | CRD 109422 |
| GOLDENSTONE WEALTH MANAGEMENT → | RIA / FO | $238M | EL DORADO HILLS, CA | CRD 310041 |
| SECTOR ANALYSTS LLC → | RIA / FO | $238M | ALLENTOWN, PA | CRD 169789 |
| GRAPHENE CAPITAL MANAGEMENT LP → | RIA / FO | $238M | NEW YORK, NY | CRD 330557 |