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 11501–11600 (page 116 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CAMPION ASSET MANAGEMENT, LLC → | RIA / FO | $229M | FAIRFAX, VA | CRD 134002 |
| LSB WEALTH MANAGEMENT → | RIA / FO | $229M | ANKENY, IA | CRD 310466 |
| DFC PREFERRED ADVISORS LLC → | RIA / FO | $229M | BOZEMAN, MT | CRD 309927 |
| J W KORTH & COMPANY → | RIA / FO | $229M | LANSING, MI | CRD 26455 |
| WESTVIEW INVESTMENT ADVISORS → | RIA / FO | $229M | BURLINGTON, VT | CRD 305655 |
| X ADVISORS, LLC → | RIA / FO | $229M | SANTA MARIA, CA | CRD 315838 |
| ATLASMARK FINANCIAL, INC. → | RIA / FO | $229M | AUSTIN, TX | CRD 152635 |
| CALDERWOOD FINANCIAL STRATEGIES, INC. → | RIA / FO | $229M | HOUSTON, TX | CRD 313466 |
| BRUCE COLIN AND COMPANY → | RIA / FO | $229M | – | CRD 118035 |
| JAT CAPITAL MANAGEMENT LP → | RIA / FO | $228M | GREENWICH, CT | CRD 311599 |
| MSP WEALTH MANAGEMENT, LLC → | RIA / FO | $228M | KLAMATH FALLS, OR | CRD 306522 |
| WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC → | RIA / FO | $228M | ADDISON, TX | CRD 144172 |
| DEMARCHE → | RIA / FO | $228M | OVERLAND PARK, KS | CRD 145851 |
| CUNNING CAPITAL, LLC → | RIA / FO | $228M | – | CRD 310482 |
| PRENTICE CAPITAL MANAGEMENT, LP → | RIA / FO | $228M | GREENWICH, CT | CRD 161178 |
| MEIXLER INVESTMENT MANAGEMENT, LTD. → | RIA / FO | $228M | SHOW LOW, AZ | CRD 168223 |
| BAY CAPITAL ADVISORS, LLC → | RIA / FO | $228M | VIRGINIA BEACH, VA | CRD 140796 |
| BOYAR ASSET MANAGEMENT, INC. → | RIA / FO | $228M | NEW YORK, NY | CRD 105255 |
| SNIDER ADVISORS → | RIA / FO | $228M | IRVING, TX | CRD 120943 |
| WEALTH FORWARD, LLC → | RIA / FO | $228M | FARGO, ND | CRD 159467 |
| CATALYST CAPITAL ADVISERS LLC → | RIA / FO | $228M | DALLAS, TX | CRD 290191 |
| TENZING GLOBAL → | RIA / FO | $228M | SAN FRANCISCO, CA | CRD 159696 |
| CASCADE WEALTH ADVISORS, INC → | RIA / FO | $228M | WENATCHEE, WA | CRD 158470 |
| BEACON FINANCIAL ADVISORS → | RIA / FO | $228M | RYE BROOK, NY | CRD 119672 |
| ALTERNA EQUITY PARTNERS MANAGEMENT LLC → | RIA / FO | $228M | FORT LAUDERDALE, FL | CRD 313985 |
| CENTER FOR WEALTH MANAGEMENT ADVISORY → | RIA / FO | $228M | – | CRD 171221 |
| LANSDOWNE WEALTH MANAGEMENT, LLC → | RIA / FO | $228M | MYSTIC, CT | CRD 155422 |
| MAGNOLIA CAPITAL MANAGEMENT → | RIA / FO | $228M | COLD SPRING, NY | CRD 119597 |
| BREACH INLET CAPITAL MANAGEMENT, LLC → | RIA / FO | $228M | MT. PLEASANT, SC | CRD 282056 |
| COMMONWEALTH FINANCIAL PLANNERS INC → | RIA / FO | $228M | ROSWELL, GA | CRD 106831 |
| PILOTAGE PRIVATE WEALTH AG → | RIA / FO | $228M | ZURICH | CRD 169908 |
| MRP CAPITAL INVESTMENTS, LLC → | RIA / FO | $228M | ALPHARETTA, GA | CRD 167256 |
| PODELL FINANCIAL GROUP LLC → | RIA / FO | $228M | FAIRFIELD, NJ | CRD 325383 |
| THE WEALTHGARDEN F.S. LLC → | RIA / FO | $228M | EL SEGUNDO, CA | CRD 311927 |
| SANDRO WEALTH MANAGEMENT LLC → | RIA / FO | $228M | FAIRFIELD, NJ | CRD 332113 |
| RETIREFUL LLC → | RIA / FO | $228M | – | CRD 313126 |
| APPROACH RETIREMENT ADVISORS, LLC → | RIA / FO | $227M | BIRMINGHAM, AL | CRD 166221 |
| JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS → | RIA / FO | $227M | JACKSONVILLE, OR | CRD 152930 |
| KEYNOTE FINANCIAL SERVICES, LLC → | RIA / FO | $227M | VERNON, CT | CRD 130384 |
| ECHO45 ADVISORS LLC → | RIA / FO | $227M | WALNUT CREEK, CA | CRD 307265 |
| REVIEW SERVICES INC → | RIA / FO | $227M | BROOKFIELD, WI | CRD 110277 |
| CAPITAL CS GROUP, LLC → | RIA / FO | $227M | IRVINE, CA | CRD 304523 |
| GILPIN WEALTH MANAGEMENT LLC → | RIA / FO | $227M | GOLDEN, CO | CRD 311336 |
| SUCCESSFUL MONEY STRATEGIES INC → | RIA / FO | $227M | FALL RIVER, MA | CRD 109829 |
| RM SINCERBEAUX CAPITAL MANAGEMENT, LLC. → | RIA / FO | $227M | NEW YORK, NY | CRD 145159 |
| DUMAINE INVESTMENTS LLC → | RIA / FO | $227M | NEW ORLEANS, LA | CRD 306481 |
| RETIREMENT WEALTH SOLUTIONS LLC → | RIA / FO | $227M | MARSHFIELD, WI | CRD 317253 |
| PREMIER ESTATE PLANNERS, LLC → | RIA / FO | $227M | CLINTON TOWNSHIP, MI | CRD 122638 |
| ALERCE INVESTMENT MANAGEMENT, L.P. → | RIA / FO | $227M | CHICAGO, IL | CRD 285746 |
| NAPLES WEALTH PLANNING → | RIA / FO | $227M | BONITA SPRINGS, FL | CRD 330316 |
| SHIKHARA INVESTMENT MANAGEMENT LP → | RIA / FO | $227M | NEW YORK, NY | CRD 329963 |
| STRUCTURED WEALTH MANAGEMENT, INC. → | RIA / FO | $227M | TOLEDO, OH | CRD 146611 |
| WORLDLY PARTNERS MANAGEMENT, LLC → | RIA / FO | $227M | NEEDHAM, MA | CRD 309792 |
| PERRYRIDGE CAPITAL LP → | RIA / FO | $227M | GREENWICH, CT | CRD 331781 |
| ARRIEN INVESTMENTS, INC. → | RIA / FO | $227M | BOISE, ID | CRD 321819 |
| MINDORO CAPITAL PARTNERS LLC → | RIA / FO | $226M | – | CRD 328488 |
| CONNECTED WEALTH SOLUTIONS, LLC → | RIA / FO | $226M | LA GRANDE, OR | CRD 277111 |
| D.H. HILL ADVISORS, INC. → | RIA / FO | $226M | KINGWOOD, TX | CRD 116324 |
| MENTOR CAPITAL MANAGEMENT INC. → | RIA / FO | $226M | CHICAGO, IL | CRD 123176 |
| BQS FINANCIAL ADVISORS, LLC → | RIA / FO | $226M | NEW YORK, NY | CRD 333795 |
| WALNUT GROVE CAPITAL PARTNERS, LP → | RIA / FO | $226M | MEMPHIS, TN | CRD 300721 |
| ALIGN PRIVATE CAPITAL → | RIA / FO | $226M | SARASOTA, FL | CRD 304506 |
| DENALI WEALTH MANAGEMENT, INC. → | RIA / FO | $226M | MEQUON, WI | CRD 153323 |
| ELEVATION ADVISORY PARTNERS LLC → | RIA / FO | $226M | ORLANDO, FL | CRD 312170 |
| VALPEY FINANCIAL SERVICES LLC → | RIA / FO | $226M | CONCORD, NH | CRD 154154 |
| ANGELUS INVESTMENT CONSULTING, INC. → | RIA / FO | $226M | CORAL GABLES, FL | CRD 281413 |
| CHANGE GLOBAL INVESTMENT, LLC → | RIA / FO | $226M | NEW YORK, NY | CRD 167844 |
| POLARIS FINANCIAL PARTNERS, LLC → | RIA / FO | $226M | WESTERVILLE, OH | CRD 299258 |
| BULLSEYE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $226M | CINCINNCIATI, OH | CRD 145158 |
| DRAGUS CAPITAL, LLC → | RIA / FO | $226M | CORAL GABLES, FL | CRD 158122 |
| SECFI ADVISORY LIMITED → | RIA / FO | $226M | NEW YORK, NY | CRD 306961 |
| PROFESSIONAL FINANCIAL → | RIA / FO | $226M | PITTSFORD, NY | CRD 125580 |
| WELCY CAPITAL ADVISORS LLC → | RIA / FO | $226M | MIAMI, FL | CRD 154782 |
| EVANSBROOK CAPITAL MANAGEMENT → | RIA / FO | $226M | – | CRD 327916 |
| NATURAL CAPITAL → | RIA / FO | $226M | FAYETTEVILLE, AR | CRD 306002 |
| MAGNOLIA FINANCIAL PLANNING SERVICES, INC. → | RIA / FO | $226M | SENECA, SC | CRD 135759 |
| WEIS ADVISORY → | RIA / FO | $226M | CLIVE, IA | CRD 217517 |
| GLOBAL VALUE INVESTMENT CORPORATION → | RIA / FO | $226M | MILWAUKEE, WI | CRD 144260 |
| D'ARCY CAPITAL MANAGEMENT, LLC → | RIA / FO | $226M | SAN DIEGO, CA | CRD 156264 |
| RED MOUNTAIN FINANCIAL PARTNERS → | RIA / FO | $226M | DURANGO, CO | CRD 174672 |
| OCEANIS FINANCIAL ADVISORS, INC. → | RIA / FO | $226M | MIAMI, FL | CRD 307787 |
| WILLIAMS CAPITAL MANAGEMENT COMPANY → | RIA / FO | $226M | WILMETTE, IL | CRD 109412 |
| SIMPLIFIED WEALTH MANAGEMENT → | RIA / FO | $226M | HATTIESBURG, MS | CRD 297059 |
| MILLER WEALTH ADVISORS, LLC → | RIA / FO | $226M | – | CRD 171329 |
| THE TENRET COMPANY, LLC → | RIA / FO | $225M | TAMPA, FL | CRD 298570 |
| BUCKEYE-PACIFIC → | RIA / FO | $225M | NAPLES, FL | CRD 311553 |
| PRINCIPIUM INVESTMENTS LLC → | RIA / FO | $225M | – | CRD 124989 |
| CAIS ADVISORS → | RIA / FO | $225M | NEW YORK, NY | CRD 317466 |
| MINDFUL WEALTH LLC → | RIA / FO | $225M | GLENCOE, IL | CRD 297493 |
| DANIEL INVESTMENT ASSOCIATES, LLC → | RIA / FO | $225M | SANTA BARBARA, CA | CRD 157284 |
| APEX CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $225M | LAFAYETTE, LA | CRD 117059 |
| THE PERSPECTIVE GROUP → | RIA / FO | $225M | LAWRENCE, KS | CRD 175294 |
| INMAN JAGER WEALTH MANAGEMENT, LLC → | RIA / FO | $225M | HATTIESBURG, MS | CRD 329603 |
| EDGEWATER PRO SPORTS FINANCIAL → | RIA / FO | $225M | AVON, OH | CRD 135316 |
| PRINCIPIA WEALTH ADVISORY, LLC → | RIA / FO | $225M | DALLAS, TX | CRD 152678 |
| CAPITAL ADVISORY GROUP, INC. → | RIA / FO | $225M | DALLAS, TX | CRD 114539 |
| GLOBAL DELTA CAPITAL, LLC → | RIA / FO | $225M | SOMERVILLE, MA | CRD 324485 |
| PLEXO CAPITAL MANAGEMENT, LLC → | RIA / FO | $225M | – | CRD 298402 |
| RETIREMENT PLANS, INC. → | RIA / FO | $225M | WESTERVILLE, OH | CRD 286214 |
| BANTAMAC CAPITAL, LLC → | RIA / FO | $225M | CHICAGO, IL | CRD 307765 |