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 11401–11500 (page 115 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ASPIREAN WEALTH, LLC → | RIA / FO | $233M | MILL VALLEY, CA | CRD 173138 |
| IRONWOOD WEALTH MANAGEMENT, INC. → | RIA / FO | $233M | HURRICANE, WV | CRD 128699 |
| HOLOS INTEGRATED WEALTH → | RIA / FO | $233M | KENNETT SQUARE, PA | CRD 329884 |
| LSCP ADVISORS, LLC → | RIA / FO | $233M | AUSTIN, TX | CRD 286018 |
| WE ALLIANCE WEALTH ADVISORS, INC. → | RIA / FO | $233M | ROSEVILLE, CA | CRD 175405 |
| ANCHOR WEALTH MANAGEMENT GROUP LLC → | RIA / FO | $233M | WEST PALM BEACH, FL | CRD 329286 |
| D C VOSS & COMPANY, LLC → | RIA / FO | $233M | – | CRD 123392 |
| SUNDVOLD FINANCIAL → | RIA / FO | $233M | COLUMBIA, MO | CRD 108176 |
| SUMMIT FINANCIAL ADVISORS, INC. → | RIA / FO | $233M | MIDDLETOWN, OH | CRD 145007 |
| LIZARD INVESTORS LLC → | RIA / FO | $233M | CHICAGO, IL | CRD 147284 |
| HIGH RIVER RESOURCES MANAGEMENT LLC → | RIA / FO | $233M | DALLAS, TX | CRD 327858 |
| OBERON ASSET MANAGEMENT, LLC → | RIA / FO | $233M | NEW YORK, NY | CRD 123494 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. → | RIA / FO | $233M | IRVINE, CA | CRD 112414 |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC → | RIA / FO | $233M | SCOTTSDALE, AZ | CRD 142617 |
| DIRECT FINANCIAL CARE → | RIA / FO | $233M | – | CRD 310559 |
| FOUNDRY FINANCIAL LLC → | RIA / FO | $233M | PASADENA, CA | CRD 300122 |
| NEW CAPITAL PARTNERS → | RIA / FO | $233M | BIRMINGHAM, AL | CRD 160075 |
| MOUNT VERNON ASSOCIATES INC → | RIA / FO | $233M | BALTIMORE, MD | CRD 107099 |
| INTEGRATED CAPITAL MANAGEMENT, INC. → | RIA / FO | $232M | JESSUP, PA | CRD 149489 |
| OT MANAGEMENT, LLC → | RIA / FO | $232M | BOSTON, MA | CRD 284192 |
| BINGHAM PRIVATE WEALTH, LLC → | RIA / FO | $232M | SAN FRANCISCO, CA | CRD 330598 |
| TRIMARC WEALTH MANAGEMENT LLC → | RIA / FO | $232M | – | CRD 163336 |
| KP MANAGEMENT LLC → | RIA / FO | $232M | – | CRD 161307 |
| MILLENNIUM CAPITAL ADVISORS, LLC → | RIA / FO | $232M | LITTLE ROCK, AR | CRD 108641 |
| RESHAPE WEALTH → | RIA / FO | $232M | BOCA RATON, FL | CRD 330582 |
| BLACK IMPACT GROUP, LLC → | RIA / FO | $232M | LOS ANGELES, CA | CRD 313748 |
| ECON WEALTH MANAGEMENT → | RIA / FO | $232M | HARRISBURG, PA | CRD 226774 |
| TIMECAPITAL INVESTOR ADVISORY SERVICES INC → | RIA / FO | $232M | PORT JEFFERSON STATION, NY | CRD 105672 |
| CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC → | RIA / FO | $232M | FAIRFIELD, NJ | CRD 165763 |
| SHELTER ROCK MANAGEMENT, LLC → | RIA / FO | $232M | JERICHO, NY | CRD 142739 |
| CONWAY CAPITAL MANAGEMENT, INC. → | RIA / FO | $232M | BURBANK, CA | CRD 133260 |
| CROWDSTREET ADVISORS, LLC → | RIA / FO | $232M | AUSTIN, TX | CRD 299176 |
| PIEDMONT CAPITAL MANAGEMENT, LLC → | RIA / FO | $232M | WHITEFISH, MT | CRD 165775 |
| LOUDON INVESTMENT MANAGEMENT, LLC → | RIA / FO | $232M | WEST LEBANON, NH | CRD 113641 |
| GRADIENT RIDGE CAPITAL, L.P. → | RIA / FO | $232M | NORWALK, CT | CRD 340497 |
| KINGFISH CAPITAL PARTNERS LLC → | RIA / FO | $232M | SOUTHLAKE, TX | CRD 283489 |
| HEISTEN WRENN PRIVATE WEALTH, LLC → | RIA / FO | $232M | ANCHORAGE, AK | CRD 315647 |
| RADIX FINANCIAL, LLC → | RIA / FO | $232M | GEORGE TOWN | CRD 171159 |
| YARDLEY WEALTH MANAGEMENT LLC → | RIA / FO | $232M | YARDLEY, PA | CRD 134311 |
| ALPHA INNOVATIONS LTD. → | RIA / FO | $232M | HAMILTON | CRD 300529 |
| ROPPEL CAPITAL MANAGEMENT LLC → | RIA / FO | $231M | PARK RIDGE, IL | CRD 310237 |
| SVRN ASSET MANAGEMENT, LLC → | RIA / FO | $231M | AUSTIN, TX | CRD 222518 |
| TAURUS CAPITAL ADVISORS, LLC → | RIA / FO | $231M | LAKE OSWEGO, OR | CRD 137633 |
| BRX GLOBAL → | RIA / FO | $231M | GREENWICH, CT | CRD 284664 |
| L&S INVESTMENT ADVISORS, LLC → | RIA / FO | $231M | MIAMI, FL | CRD 285002 |
| FINANCIAL CONCEPTS UNLIMITED, INC. → | RIA / FO | $231M | – | CRD 118641 |
| ANDREW HILL INVESTMENT ADVISORS, INC. → | RIA / FO | $231M | NAPLES, FL | CRD 141590 |
| BXM WEALTH LLC → | RIA / FO | $231M | ENGLEWOOD, CO | CRD 332544 |
| VANN EQUITY MANAGEMENT LLC → | RIA / FO | $231M | PLANO, TX | CRD 174239 |
| ACM → | RIA / FO | $231M | WAYZATA, MN | CRD 285739 |
| WHARTON MIDMARKET INVESTMENT ADVISORS INC → | RIA / FO | $231M | WOODBRIDGE, CT | CRD 301186 |
| TENZING FINANCIAL LLC → | RIA / FO | $231M | WILLIAMSBURG, VA | CRD 335259 |
| SACHEM INVESTMENT COUNSEL LLC → | RIA / FO | $231M | – | CRD 169332 |
| APIS & HERITAGE CAPITAL PARTNERS, LLC → | RIA / FO | $231M | WASHINGTON, DC | CRD 315195 |
| DRAPER ASSET MANAGEMENT, LLC → | RIA / FO | $231M | SMITHTOWN, NY | CRD 148136 |
| CONCORDE FINANCIAL RESOURCES → | RIA / FO | $231M | YORK, SC | CRD 117836 |
| ARCH GLOBAL ADVISORS, LLC → | RIA / FO | $231M | NEW YORK, NY | CRD 297397 |
| BLUHAUS CAPITAL MANAGEMENT LLC → | RIA / FO | $231M | GUAYNABO, PR | CRD 323884 |
| UNIMAR → | RIA / FO | $231M | MIAMI, FL | CRD 159674 |
| DISCIPLINED PORTFOLIO SOLUTIONS LLC → | RIA / FO | $231M | – | CRD 160072 |
| AMPLIFY FINANCIAL, LLC → | RIA / FO | $231M | SCOTTSDALE, AZ | CRD 325721 |
| FOREST ASSET MANAGEMENT LLC → | RIA / FO | $231M | RIVERSIDE, IL | CRD 139795 |
| UPLIFT → | RIA / FO | $231M | DARIEN, CT | CRD 335515 |
| 7TWO → | RIA / FO | $230M | DENVER, CO | CRD 328900 |
| REDWOOD INVESTMENT GROUP, INC → | RIA / FO | $230M | FORT BRAGG, CA | CRD 168017 |
| SL CAPITAL → | RIA / FO | $230M | SCOTTSDALE, AZ | CRD 328450 |
| AUSTERRA WEALTH MANAGEMENT LLC → | RIA / FO | $230M | DALLAS, TX | CRD 161964 |
| ALJEN ASSET MANAGEMENT LLC → | RIA / FO | $230M | CEDAR KNOLLS, NJ | CRD 128962 |
| CONNECTIVE CAPITAL MANAGEMENT, LLC → | RIA / FO | $230M | PALO ALTO, CA | CRD 161099 |
| WOODFIELD FINANCIAL ADVISORS, INC. → | RIA / FO | $230M | DEER PARK, IL | CRD 123279 |
| SCRATCH CAPITAL → | RIA / FO | $230M | BOISE, ID | CRD 318835 |
| MOS CAPITAL, INC. → | RIA / FO | $230M | – | CRD 109612 |
| CHICAGO INVESTMENT ADVISORY COUNCIL, INC. → | RIA / FO | $230M | ST. CHARLES, IL | CRD 123243 |
| GRANTVEST FINANCIAL GROUP LLC → | RIA / FO | $230M | MATAWAN, NJ | CRD 310272 |
| PRIMORIS WEALTH ADVISORS, LLC → | RIA / FO | $230M | NORTH PALM BEACH, FL | CRD 125567 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC → | RIA / FO | $230M | GUILFORD, CT | CRD 336263 |
| LIONSHEAD WEALTH MANAGEMENT, LLC → | RIA / FO | $230M | NEW YORK, NY | CRD 288526 |
| BOWSIDE CAPITAL, LLC → | RIA / FO | $230M | CHARLESTON, SC | CRD 170509 |
| WLTH CAPITAL MANAGEMENT, LLC → | RIA / FO | $230M | CHANDLER, AZ | CRD 335594 |
| MONTGOMERY FINANCIAL → | RIA / FO | $230M | OCEAN CITY, MD | CRD 170024 |
| TABLEAUX WEALTH → | RIA / FO | $230M | GREAT BARRINGTON, MA | CRD 319355 |
| CYGNUS CAPITAL ADVISORS, LLC → | RIA / FO | $230M | ATLANTA, GA | CRD 323041 |
| BRADFORD FINANCIAL CENTER → | RIA / FO | $230M | CLARION, IA | CRD 110953 |
| TURNER FINANCIAL GROUP, INC. → | RIA / FO | $230M | PACE, FL | CRD 134204 |
| VIMA, LLC → | RIA / FO | $229M | TROY, MI | CRD 148833 |
| FORMULATE FINANCIAL LLC → | RIA / FO | $229M | – | CRD 331026 |
| LONETREE CAPITAL, LLC → | RIA / FO | $229M | NEW YORK, NY | CRD 321784 |
| RIGHTWEALTH ADVISORS, LLC → | RIA / FO | $229M | MIAMISBURG, OH | CRD 300656 |
| BOOSTER, LLC → | RIA / FO | $229M | BALTIMORE, MD | CRD 314629 |
| STERLING INVESTMENT ADVISORS,LLC → | RIA / FO | $229M | BOLIVAR, MO | CRD 117287 |
| POWELL WEALTH → | RIA / FO | $229M | CORNELIUS, NC | CRD 144230 |
| ANTONELLI FINANCIAL ADVISORS, LLC → | RIA / FO | $229M | GROSSE POINTE, MI | CRD 286452 |
| VELVET SEA VENTURES → | RIA / FO | $229M | WEST PALM BEACH, FL | CRD 317632 |
| GIDEON CAPITAL, LLC → | RIA / FO | $229M | LOS ANGELES, CA | CRD 337919 |
| HIPPOCRATIC FINANCIAL ADVISORS → | RIA / FO | $229M | WESTLAKE VILLAGE, CA | CRD 169481 |
| REFLECTION ASSET MANAGEMENT → | RIA / FO | $229M | – | CRD 306663 |
| FORSYTH STREET ASSET MANAGEMENT LLC → | RIA / FO | $229M | NEW YORK, NY | CRD 310545 |
| HEMISPHERE PARTNERS LLC → | RIA / FO | $229M | NEW YORK, NY | CRD 136535 |
| DILATION CAPITAL MANAGEMENT LP → | RIA / FO | $229M | NEW YORK, NY | CRD 307862 |
| BAYESIAN CAPITAL MANAGEMENT, LP → | RIA / FO | $229M | – | CRD 283967 |