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 11301–11400 (page 114 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ALEXANDER CAPITAL WEALTH MANAGEMENT LLC → | RIA / FO | $238M | RED BANK, NJ | CRD 157714 |
| RACHOR INVESTMENT ADVISORY SERVICES, LLC → | RIA / FO | $238M | LINDEN, MI | CRD 105495 |
| KELLEY INVESTMENTS → | RIA / FO | $238M | – | CRD 119099 |
| 3J CAPITAL → | RIA / FO | $238M | SAO PAULO | CRD 292257 |
| GOLDEN ROAD ADVISORS LLC → | RIA / FO | $238M | TAMPA, FL | CRD 314077 |
| QUEST 10 WEALTH BUILDERS, INC. → | RIA / FO | $238M | FUQUAY-VARINA, NC | CRD 154092 |
| FORTUNE 45, LLC. → | RIA / FO | $238M | GONZALES, LA | CRD 170693 |
| GSA CAPITAL PARTNERS (NEW YORK) LP → | RIA / FO | $238M | NEW YORK, NY | CRD 286369 |
| LIGHTHOUSE WEALTH MANAGEMENT, INC. → | RIA / FO | $238M | ASHLAND, OH | CRD 157925 |
| CARLSBAD WEALTH ADVISORY GROUP, INC. → | RIA / FO | $238M | CARLSBAD, CA | CRD 146587 |
| MONTCALM TCR LLC → | RIA / FO | $238M | SAN FRANCISCO, CA | CRD 164521 |
| COHEN & COMPANY FINANCIAL MANAGEMENT, LLC → | RIA / FO | $237M | NEW YORK, NY | CRD 133171 |
| EVEREST WEALTH MANAGEMENT → | RIA / FO | $237M | LEAWOOD, KS | CRD 133823 |
| LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT → | RIA / FO | $237M | PARSIPPANY, NJ | CRD 171967 |
| CAPITAL FINANCIAL GROUP, INC. → | RIA / FO | $237M | LITTLETON, CO | CRD 111709 |
| REDEMPTION CAPITAL → | RIA / FO | $237M | MIDLAND, TX | CRD 310824 |
| CENTENNIAL ADVISORS, LLC → | RIA / FO | $237M | AUSTIN, TX | CRD 290778 |
| NORTH AMERICAN WEALTH ADVISORS INC. → | RIA / FO | $237M | JORDAN, MN | CRD 297057 |
| PENTO PORTFOLIO STRATEGIES, LLC → | RIA / FO | $237M | NAPLES, FL | CRD 159217 |
| ELDERADO FINANCIAL, INC → | RIA / FO | $237M | MONTROSE, CO | CRD 112908 |
| SOUNDCORE CAPITAL PARTNERS, LLC → | RIA / FO | $237M | NEW YORK, NY | CRD 288749 |
| FORT VANCOUVER INVESTMENT MANAGEMENT, LLC → | RIA / FO | $237M | VANCOUVER, WA | CRD 157019 |
| CAMBRIDGE RETIREMENT PARTNERS → | RIA / FO | $237M | – | CRD 148889 |
| VALTERRA PARTNERS LLC → | RIA / FO | $237M | AUSTIN, TX | CRD 316443 |
| MINERVA PLANNING GROUP → | RIA / FO | $237M | DECATUR, GA | CRD 127263 |
| A3 CAPITAL ADVISORS → | RIA / FO | $237M | HOUSTON, TX | CRD 338956 |
| CLARITY WEALTH MANAGEMENT, L.L.C. → | RIA / FO | $237M | GILBERT, AZ | CRD 284874 |
| AXIOM INVESTMENT MANAGEMENT LLC → | RIA / FO | $237M | NEW YORK, NY | CRD 141516 |
| YOUR PRIVATE CLIENT GROUP, INC. → | RIA / FO | $237M | – | CRD 292621 |
| NVEST WEALTH STRATEGIES, INC. → | RIA / FO | $237M | POWELL, OH | CRD 139758 |
| FIRESIDE CAPITAL ADVISORS → | RIA / FO | $237M | DALLAS, TX | CRD 329297 |
| LEVEL WEALTH MANAGEMENT LLC → | RIA / FO | $237M | GREENSBORO, NC | CRD 301381 |
| SPECTRUM FINANCIAL INC → | RIA / FO | $236M | VIRGINIA BEACH, VA | CRD 105618 |
| SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC → | RIA / FO | $236M | LA CROSSE, WI | CRD 319298 |
| CASTLE WEALTH PLANNING → | RIA / FO | $236M | SANTA BARBARA, CA | CRD 141601 |
| LANIER FINANCIAL GROUP LLC → | RIA / FO | $236M | ATHENS, GA | CRD 152945 |
| RULE ONE PARTNERS, LLC → | RIA / FO | $236M | MORELAND, GA | CRD 166341 |
| SYGNUS CAPITAL PR LLC → | RIA / FO | $236M | GUAYNABO, PR | CRD 283447 |
| MILLARES ASSET MANAGEMENT, LLC → | RIA / FO | $236M | CORAL GABLES, FL | CRD 144620 |
| IPSEN ADVISOR GROUP → | RIA / FO | $236M | LITTLE ROCK, AR | CRD 318010 |
| R2 WEALTH MANAGEMENT PARTNERS → | RIA / FO | $236M | LINCOLN, NE | CRD 338490 |
| ARLINGTON WEALTH MANAGEMENT → | RIA / FO | $236M | ARLINGTON HEIGHTS, IL | CRD 114801 |
| HERITAGE FINANCIAL COUNSELORS, LLC → | RIA / FO | $236M | BEDMINSTER, NJ | CRD 288232 |
| BAMBOO WEALTH STRATEGIES → | RIA / FO | $236M | SAN DIEGO, CA | CRD 170093 |
| CROSSLAYER CAPITAL MANAGEMENT LLC → | RIA / FO | $236M | – | CRD 318810 |
| CROWN OAK ADVISORS → | RIA / FO | $236M | – | CRD 309749 |
| CREO CAPITAL PARTNERS MANAGEMENT LLC → | RIA / FO | $236M | MIAMI, FL | CRD 296861 |
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, LLC → | RIA / FO | $235M | – | CRD 155416 |
| BIRCH CAPITAL MANAGEMENT, LLC → | RIA / FO | $235M | – | CRD 152302 |
| PORTLAND PRIVATE WEALTH MANAGEMENT, INC. → | RIA / FO | $235M | PORTLAND, OR | CRD 171321 |
| CREW CAPITAL MANAGEMENT, LTD. → | RIA / FO | $235M | CINCINNATI, OH | CRD 125402 |
| HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. → | RIA / FO | $235M | SAN RAFAEL, CA | CRD 145096 |
| SPECTRUM FINANCIAL RESOURCES → | RIA / FO | $235M | TROY, MI | CRD 127453 |
| PROMETHIUM → | RIA / FO | $235M | BETHESDA, MD | CRD 329565 |
| WHVP → | RIA / FO | $235M | ZURICH | CRD 156928 |
| BIG SIOUX WEALTH MANAGEMENT → | RIA / FO | $235M | WATERTOWN, SD | CRD 299593 |
| AMPERSAND CAPITAL GROUP, L.P. → | RIA / FO | $235M | BURLINGAME, CA | CRD 329612 |
| LIND CAPITAL PARTNERS → | RIA / FO | $235M | EVANSTON, IL | CRD 165810 |
| MBF HEALTHCARE MANAGEMENT II, LLC → | RIA / FO | $235M | CORAL GABLES, FL | CRD 283576 |
| HORIZON WEALTH ADVISORS → | RIA / FO | $235M | – | CRD 148338 |
| KINGSMAN WEALTH MANAGEMENT INC. → | RIA / FO | $235M | PENSACOLA, FL | CRD 319238 |
| NORTHLAND CAPITAL MANAGEMENT → | RIA / FO | $235M | VIRGINIA, MN | CRD 146452 |
| CAMELOTTA ADVISORS → | RIA / FO | $235M | SAN FRANCISCO, CA | CRD 128053 |
| ALTURA WEALTH ADVISORS → | RIA / FO | $235M | VIRGINIA BEACH, VA | CRD 337998 |
| PARTNERSHIP WEALTH MANAGEMENT → | RIA / FO | $235M | TOWSON, MD | CRD 285718 |
| SUSTAINABLE ADVISORS ALLIANCE LLC → | RIA / FO | $235M | TULSA, OK | CRD 312061 |
| TEVIS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $235M | PLANO, TX | CRD 167750 |
| WATERCOLOR FINANCIAL → | RIA / FO | $235M | AUSTIN, TX | CRD 327254 |
| PEAK INVESTMENT ADVISORS, INC. → | RIA / FO | $235M | COLORADO SPRINGS, CO | CRD 113967 |
| CRESCENT PARK MANAGEMENT, L.P. → | RIA / FO | $234M | – | CRD 172326 |
| PLAN TO PROSPER WEALTH MANAGEMENT → | RIA / FO | $234M | ORMOND BEACH, FL | CRD 327660 |
| REEF INVESTMENT MANAGEMENT LLC → | RIA / FO | $234M | LEHI, UT | CRD 309186 |
| EQUANIMITY FINANCIAL PARTNERS → | RIA / FO | $234M | PASADENA, CA | CRD 152050 |
| RADEMACHER FINANCIAL, INC. → | RIA / FO | $234M | LAWRENCE, KS | CRD 114067 |
| BELLEAIR ASSET MANAGEMENT, LLC → | RIA / FO | $234M | BELLEAIR BLUFFS, FL | CRD 290882 |
| PRIMESTOR INVESTMENT MANAGEMENT, LLC → | RIA / FO | $234M | CULVER CITY, CA | CRD 322066 |
| CAPITAL MANAGEMENT ADVISOR GROUP, LLC → | RIA / FO | $234M | WALNUT CREEK, CA | CRD 304617 |
| ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC → | RIA / FO | $234M | CHESTERFIELD, MO | CRD 106999 |
| LEGACY PLANNING ADVISORS, LLC → | RIA / FO | $234M | SUWANEE, GA | CRD 121289 |
| BONFIRE FINANCIAL, LLC → | RIA / FO | $234M | COLORADO SPRINGS, CO | CRD 288522 |
| DELTA FINANCIAL ADVISORS, INC → | RIA / FO | $234M | KENSINGTON, MD | CRD 121907 |
| DAVIMAN FINANCIAL, LLC → | RIA / FO | $234M | – | CRD 285030 |
| RPM CAPITAL PARTNERS, LLC → | RIA / FO | $234M | NEW YORK, NY | CRD 160913 |
| SIVIK GLOBAL HEALTHCARE, LLC → | RIA / FO | $234M | – | CRD 168918 |
| HELIUM ADVISORS LLC → | RIA / FO | $234M | VANCOUVER, WA | CRD 282356 |
| ATLAS WEALTH PARTNERS LLC → | RIA / FO | $234M | WYOMISSING, PA | CRD 175219 |
| NEW CHINA CAPITAL MANAGEMENT CORP. → | RIA / FO | $234M | STAMFORD, CT | CRD 295905 |
| FOUNTAIN SQUARE ASSET MANAGEMENT → | RIA / FO | $234M | CINCINNATI, OH | CRD 316955 |
| THE ARANDA GROUP ADVISORS, LLC → | RIA / FO | $234M | JENKINTOWN, PA | CRD 302100 |
| SKAANA MANAGEMENT L.P. → | RIA / FO | $234M | – | CRD 311817 |
| GENEVA FINANCIAL GROUP → | RIA / FO | $234M | LAKEWOOD, NJ | CRD 331944 |
| ADAPTATION FINANCIAL ADVISORS INC. → | RIA / FO | $234M | OKLAHOMA CITY, OK | CRD 309192 |
| MPI WEALTH MANAGEMENT LLC → | RIA / FO | $234M | HINSDALE, IL | CRD 301011 |
| CLUTTERBUCK CAPITAL MANAGEMENT LLC → | RIA / FO | $233M | CLEVELAND, OH | CRD 140082 |
| BRENTVIEW INVESTMENT MANAGEMENT, LLC → | RIA / FO | $233M | NORTHFIELD, IL | CRD 300409 |
| CATALYST FINANCIAL NW CORPORATION → | RIA / FO | $233M | GRESHAM, OR | CRD 168534 |
| FIGURE 8 INVESTMENT STRATEGIES LLC → | RIA / FO | $233M | BOISE, ID | CRD 282973 |
| WINDMARK INVESTMENT PARTNERS, INC. → | RIA / FO | $233M | WILMINGTON, DE | CRD 131880 |
| WALKER FINANCIAL ADVISORS INC → | RIA / FO | $233M | MISSION VIEJO, CA | CRD 106268 |
| REYNOLDS CHANNEL MANAGEMENT, L.P. → | RIA / FO | $233M | NEW YORK, NY | CRD 296292 |