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 11601–11700 (page 117 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| DRAWBRIDGE CAPITAL → | RIA / FO | $225M | TULSA, OK | CRD 128636 |
| WL ROSS & CO. LLC → | RIA / FO | $225M | DALLAS, TX | CRD 141854 |
| PRATO CAPITAL MANAGEMENT → | RIA / FO | $225M | WHITE PLAINS, NY | CRD 289917 |
| MBX INVESTORS LLC → | RIA / FO | $225M | FARMINGTON HILLS, MI | CRD 339299 |
| ALLIED PRIVATE WEALTH → | RIA / FO | $224M | BOCA RATON, FL | CRD 328952 |
| REB CAPITAL MANAGEMENT, LLC → | RIA / FO | $224M | DALLAS, TX | CRD 301890 |
| FINANCIAL MANAGEMENT, INC. → | RIA / FO | $224M | LITTLE ROCK, AR | CRD 108350 |
| IADVISE PARTNERS → | RIA / FO | $224M | NEW YORK, NY | CRD 168564 |
| SUN GROUP WEALTH PARTNERS LLC → | RIA / FO | $224M | IRVINE, CA | CRD 166372 |
| ARROWMARK ASSET MANAGEMENT, LLC → | RIA / FO | $224M | DENVER, CO | CRD 307161 |
| ORCA WEALTH MANAGEMENT, LLC → | RIA / FO | $224M | NEW PORT RICHEY, FL | CRD 310053 |
| LIONSTONE INVESTMENTS → | RIA / FO | $224M | BOSTON, MA | CRD 160214 |
| MERITIS WEALTH MANAGEMENT, INC. → | RIA / FO | $224M | POTOMAC, MD | CRD 336539 |
| ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) → | RIA / FO | $224M | LOS ANGELES, CA | CRD 321735 |
| OLD BRIDGE CAPITAL MANAGEMENT PRIVATE LIMITED → | RIA / FO | $224M | MUMBAI | CRD 299571 |
| MCALVANY WEALTH MANAGEMENT, LLC → | RIA / FO | $224M | DURANGO, CO | CRD 146021 |
| BUCKET LIST WEALTH MANAGEMENT, LLC → | RIA / FO | $224M | THE VILLAGES, FL | CRD 286494 |
| MCALISTER, SWEET & ASSOCIATES, INC. → | RIA / FO | $224M | HOUSTON, TX | CRD 290626 |
| THORNBURG BOW RIVER ADVISERS, LLC. → | RIA / FO | $224M | DENVER, CO | CRD 332879 |
| ALDER FINANCIAL GROUP INC → | RIA / FO | $224M | ATLANTA, GA | CRD 108837 |
| BRIGHT ANGEL ADVISORS LLC → | RIA / FO | $224M | ST. PAUL, MN | CRD 311704 |
| MAINSTREAM CAPITAL MANAGEMENT → | RIA / FO | $224M | LOS ANGELES, CA | CRD 297145 |
| CREIGHTON CAPITAL MANAGEMENT LLC → | RIA / FO | $224M | – | CRD 307737 |
| KOKUA CAPITAL MANAGEMENT → | RIA / FO | $224M | – | CRD 168439 |
| WEALTH TEAMS ALLIANCE → | RIA / FO | $224M | IRVINE, CA | CRD 168907 |
| JHP WEALTH MANAGEMENT, LLC → | RIA / FO | $224M | CENTENNIAL, CO | CRD 298784 |
| EASLEY INVESTMENT CONSULTANTS, INC. → | RIA / FO | $224M | RIDGELAND, MS | CRD 307258 |
| PACIFIC PEAK ADVISORS, LLC → | RIA / FO | $224M | KETCHUM, ID | CRD 326711 |
| GEVERS WEALTH MANAGEMENT → | RIA / FO | $224M | ISSAQUAH, WA | CRD 340092 |
| BD INVESTMENT PARTNERS, LLC → | RIA / FO | $224M | RALEIGH, NC | CRD 309347 |
| STERLING WEALTH ADVISORS, INC. → | RIA / FO | $224M | PLANTATION, FL | CRD 124121 |
| BEACON CAPITAL ADVISORY GROUP → | RIA / FO | $224M | CHARLOTTE, NC | CRD 333090 |
| NOBLE WEALTH MANAGEMENT, INC. → | RIA / FO | $223M | NEWPORT BEACH, CA | CRD 169963 |
| VALLEY BROOK CAPITAL GROUP → | RIA / FO | $223M | VENETIA, PA | CRD 122460 |
| BRANSON FRANK A INC → | RIA / FO | $223M | PALO ALTO, CA | CRD 110451 |
| WINCAP FINANCIAL LLC → | RIA / FO | $223M | BOSTON, MA | CRD 315798 |
| SPRING CAPITAL MANAGEMENT → | RIA / FO | $223M | AMARILLO, TX | CRD 282842 |
| ESSENTIAL INVESTMENT PARTNERS, LLC → | RIA / FO | $223M | ENGLEWOOD, CO | CRD 149509 |
| WHALEN FINANCIAL → | RIA / FO | $223M | LAS VEGAS, NV | CRD 311869 |
| TORTUGA WEALTH MANAGEMENT → | RIA / FO | $223M | TORRANCE, CA | CRD 153737 |
| THREE PEAKS CAPITAL MANAGEMENT, LLC → | RIA / FO | $223M | CASTLE ROCK, CO | CRD 127402 |
| PGP ADVISORS, LLC → | RIA / FO | $223M | KETCHUM, ID | CRD 172611 |
| DAVINCI FINANCIAL DESIGNS → | RIA / FO | $223M | COLUMBIA, SC | CRD 163362 |
| CAREY WEALTH MANAGEMENT → | RIA / FO | $223M | SAN RAMON, CA | CRD 173885 |
| ALDEBARAN FINANCIAL INC → | RIA / FO | $223M | KINGSPORT, TN | CRD 105741 |
| SHARPEPOINT, LLC → | RIA / FO | $223M | PHOENIX, AZ | CRD 290719 |
| CROSSGEN WEALTH LLC → | RIA / FO | $223M | GREENVILLE, NC | CRD 336270 |
| MILESTONES PRIVATE INVESTMENT ADVISORS LLC → | RIA / FO | $223M | FAIRPORT, NY | CRD 289116 |
| INNEALTA CAPITAL → | RIA / FO | $222M | – | CRD 292158 |
| RWM CAPITAL, LLC → | RIA / FO | $222M | SUGAR LAND, TX | CRD 310635 |
| KMT WEALTH MANAGEMENT, LLC → | RIA / FO | $222M | HERMOSA BEACH, CA | CRD 328911 |
| CAPITAL PRESERVATION PARTNERS, INC. → | RIA / FO | $222M | BRONXVILLE, NY | CRD 126340 |
| KERUSSO CAPITAL MANAGEMENT, LLC → | RIA / FO | $222M | WINSTON-SALEM, NC | CRD 316352 |
| FLAX POND CAPITAL, LLC → | RIA / FO | $222M | – | CRD 324332 |
| Q CAPITAL SOLUTIONS → | RIA / FO | $222M | – | CRD 297541 |
| COLRAIN CAPITAL LLC → | RIA / FO | $222M | BOSTON, MA | CRD 118098 |
| MACLEAN CAPITAL ADVISORS, LLC → | RIA / FO | $222M | INDIAN WELLS, CA | CRD 156978 |
| PHILLIP JAMES FINANCIAL CO. → | RIA / FO | $222M | PLYMOUTH, MN | CRD 168228 |
| RING MOUNTAIN CAPITAL, LLC → | RIA / FO | $222M | TIBURON, CA | CRD 288714 |
| MANGAN WEALTH MANAGEMENT → | RIA / FO | $222M | SEATTLE, WA | CRD 143863 |
| BISCHOFF WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $222M | GREENWOOD, IN | CRD 171652 |
| SINCERUS ADVISORY → | RIA / FO | $222M | – | CRD 300559 |
| CROSS BORDER WEALTH, LLC → | RIA / FO | $222M | NEW YORK, NY | CRD 288330 |
| MFG FAMILY OFFICE LLC → | RIA / FO | $222M | CDMX | CRD 324211 |
| VIA IV INVESTMENTS, LLC → | RIA / FO | $222M | BURR RIDGE, IL | CRD 121992 |
| OPTIMIZE FINANCIAL INC. → | RIA / FO | $222M | LAGUNA HILLS, CA | CRD 315963 |
| ADRIAN DAY ASSET MANAGEMENT → | RIA / FO | $222M | DORADO, PR | CRD 105985 |
| PACIFIC PARK FINANCIAL, INC. → | RIA / FO | $222M | LAGUNA HILLS, CA | CRD 122867 |
| BOND TECH INC → | RIA / FO | $222M | BELLBROOK, OH | CRD 105979 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC → | RIA / FO | $222M | NEW LONDON, NH | CRD 117097 |
| DIAZO, LLC → | RIA / FO | $222M | HENDERSON, NV | CRD 324419 |
| AVANTRA FAMILY WEALTH, INC. → | RIA / FO | $222M | MECHANICSBURG, PA | CRD 288209 |
| CARROLL INVESTORS, INC. → | RIA / FO | $221M | MT PLEASANT, SC | CRD 311180 |
| RIVERGLADES FAMILY OFFICES, LLC → | RIA / FO | $221M | NAPLES, FL | CRD 171584 |
| LYNX ADVISORY PARTNERS → | RIA / FO | $221M | CORAL GABLES, FL | CRD 326594 |
| HALCYON GLOBAL ADVISORS → | RIA / FO | $221M | DALLAS, TX | CRD 170600 |
| WISDOM INDEX ADVISORS → | RIA / FO | $221M | PROSPER, TX | CRD 132567 |
| ASSET MANAGEMENT ADVISORS, LLC → | RIA / FO | $221M | OKLAHOMA CITY, OK | CRD 111309 |
| OCTAGON ASSET MANAGEMENT, LLC → | RIA / FO | $221M | CHARLOTTE, NC | CRD 286248 |
| LYLE & FORSYTH INVESTMENT MANAGERS → | RIA / FO | $221M | SAN RAFAEL, CA | CRD 10603 |
| DWR WEALTH MANAGEMENT, LLC → | RIA / FO | $221M | SAN JOSE, CA | CRD 133743 |
| CORONADO RESOURCES MANAGEMENT LP → | RIA / FO | $221M | DALLAS, TX | CRD 282043 |
| GLOBAL PARTNERSHIPS → | RIA / FO | $221M | SEATTLE, WA | CRD 300844 |
| PARA WEALTH ADVISORS, INC. → | RIA / FO | $221M | CAMAS, WA | CRD 322683 |
| PULLEN INVESTMENT MANAGEMENT → | RIA / FO | $221M | BRADENTON, FL | CRD 310149 |
| KROON & MITCHELL ASSET MANAGEMENT LLC → | RIA / FO | $221M | GRAND RAPIDS, MI | CRD 168120 |
| EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $221M | BALTIMORE, MD | CRD 145420 |
| MUZINICH BDC ADVISER, LLC → | RIA / FO | $221M | NEW YORK, NY | CRD 304834 |
| MCCARTNEY WEALTH MANAGEMENT LLC → | RIA / FO | $221M | SAINT LOUIS, MO | CRD 154722 |
| ACACIA PARTNERS, LLC → | RIA / FO | $221M | AUSTIN, TX | CRD 281887 |
| CEDAR SPRINGS ADVISORS, LLC → | RIA / FO | $221M | – | CRD 290855 |
| BALLAST ASSET MANAGEMENT → | RIA / FO | $221M | DALLAS, TX | CRD 311116 |
| STRATEGIC FINANCIAL PLANNING, INC. → | RIA / FO | $221M | PLANO, TX | CRD 118450 |
| TRIAVERA CAPITAL LLC → | RIA / FO | $221M | LARKSPUR, CA | CRD 329548 |
| INTRINSIC VALUE PARTNERS, LLC → | RIA / FO | $221M | PHOENIX, AZ | CRD 165214 |
| HUGHES WARREN, INC. → | RIA / FO | $221M | EDMOND, OK | CRD 145570 |
| GREAT GABLE WEALTH MANAGEMENT, LLC → | RIA / FO | $221M | BEVERLY HILLS, CA | CRD 297501 |
| RANGELEY CAPITAL, LLC → | RIA / FO | $220M | NEW CANAAN, CT | CRD 152725 |
| HAVERDINK FINANCIAL MANAGEMENT, LLC → | RIA / FO | $220M | PORTAGE, MI | CRD 131236 |
| BLVD PRIVATE WEALTH, LLC → | RIA / FO | $220M | PROSPECT, KY | CRD 310682 |