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 11701–11800 (page 118 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LOVETT INVESTMENT CONSULTING LLC → | RIA / FO | $220M | – | CRD 143178 |
| ASSET MANAGEMENT STRATEGIES, INC. → | RIA / FO | $220M | INDIANAPOLIS, IN | CRD 135173 |
| SUNSTONE ASSET MANAGEMENT → | RIA / FO | $220M | NEW YORK, NY | CRD 328895 |
| TERRA NOVA ASSET MANAGEMENT LLC → | RIA / FO | $220M | NEW YORK, NY | CRD 111676 |
| CABIN ADVISORS, LLC → | RIA / FO | $220M | OVERLAND PARK, KS | CRD 312547 |
| CORNERSTONE FINANCIAL GROUP → | RIA / FO | $220M | APPLETON, WI | CRD 324255 |
| STABILIS CAPITAL MANAGEMENT, LP → | RIA / FO | $220M | NEW YORK, NY | CRD 161553 |
| REICON WEALTH ADVISORS, LLC → | RIA / FO | $220M | ATLANTA, GA | CRD 315043 |
| JERICHO FINANCIAL → | RIA / FO | $220M | WESTERVILLE, OH | CRD 288801 |
| SARGASSO PARTNERS LLP → | RIA / FO | $220M | LONDON | CRD 332384 |
| STRATEGIC SWISS ADVISORS AG → | RIA / FO | $220M | WOLLERAU | CRD 169335 |
| ROBERT PRISKE, LLC → | RIA / FO | $220M | HONOLULU, HI | CRD 108072 |
| SOLYCO CAPITAL LLC → | RIA / FO | $220M | ROCHESTER, MI | CRD 338113 |
| ALPHA WEALTH STRATEGIES, LLC → | RIA / FO | $220M | – | CRD 139757 |
| EKON ADVISORS, LLC → | RIA / FO | $220M | ST. LOUIS, MO | CRD 281039 |
| RHS FINANCIAL, LLC → | RIA / FO | $220M | SAN FRANCISCO, CA | CRD 149435 |
| ELEVATION WEALTH PARTNERS LLC → | RIA / FO | $220M | – | CRD 324951 |
| THE PERSONAL WEALTH COACH → | RIA / FO | $220M | SALADO, TX | CRD 144588 |
| WEALTHPLANS, LLC → | RIA / FO | $220M | FREDERICK, MD | CRD 311560 |
| TOLIS ADVISORS, LP → | RIA / FO | $220M | NEW YORK, NY | CRD 163345 |
| COPPER LEAF FINANCIAL, LLC → | RIA / FO | $220M | WILLISTON, VT | CRD 285378 |
| NEWBRIDGE WEALTH MANAGEMENT → | RIA / FO | $220M | BRYN MAWR, PA | CRD 169239 |
| SKYOAK CAPITAL, INC. → | RIA / FO | $219M | LAS VEGAS, NV | CRD 154248 |
| SLOCUM, GORDON & CO. LLP → | RIA / FO | $219M | NEWPORT, RI | CRD 104929 |
| ROBERT STEPHEN CAPITAL MANAGEMENT LLC → | RIA / FO | $219M | TULSA, OK | CRD 118588 |
| MOTIV8 INVESTMENTS LLC → | RIA / FO | $219M | PORT ST LUCIE, FL | CRD 285560 |
| FOUR QUADRANT WEALTH ADVISORS, INC. → | RIA / FO | $219M | CARMEL, IN | CRD 130753 |
| FORTERIS WEALTH MANAGEMENT, INC. → | RIA / FO | $219M | ARMONK, NY | CRD 108314 |
| ALLY BRIDGE GROUP (NY) LLC → | RIA / FO | $219M | NEW YORK, NY | CRD 291072 |
| ROMAIN WALSH CLEROU PROFESSIONAL INVESTMENT MGMT → | RIA / FO | $219M | – | CRD 111081 |
| EMC CAPITAL MANAGEMENT, LLC → | RIA / FO | $219M | HOUSTON, TX | CRD 167761 |
| SAN BLAS ADVISORY, INC. → | RIA / FO | $219M | ATLANTA, GA | CRD 296929 |
| VAUGHAN AND COMPANY SECURITIES, INC. → | RIA / FO | $219M | RIDGEWOOD, NJ | CRD 18826 |
| E-WEALTH PARTNERS → | RIA / FO | $219M | MINNETONKA, MN | CRD 327053 |
| CHRISTIAN FINANCIAL ADVISORS → | RIA / FO | $219M | NEW BRAUNFELS, TX | CRD 165811 |
| FOSTER & WOOD, INC. → | RIA / FO | $219M | LAKE OSWEGO, OR | CRD 165362 |
| CAPITAL CONSULTING & ASSET MANAGEMENT → | RIA / FO | $219M | LINCOLN, NE | CRD 41438 |
| GRIFFITH & WERNER, INC. → | RIA / FO | $219M | CANTON, GA | CRD 136380 |
| STRATEGIC PLANNING GROUP, INC. → | RIA / FO | $219M | WELLESLEY, MA | CRD 124855 |
| MIAMI VALLEY PORTFOLIO MANAGEMENT INC → | RIA / FO | $219M | BROOKVILLE, OH | CRD 106389 |
| PARK SQUARE FINANCIAL GROUP LLC → | RIA / FO | $219M | ROSWELL, GA | CRD 332268 |
| CSC UPSHOT VENTURES MANAGEMENT, LLC → | RIA / FO | $219M | PALO ALTO, CA | CRD 283270 |
| RIPPLE EFFECT ASSET MANAGEMENT LP → | RIA / FO | $218M | NEW YORK, NY | CRD 331250 |
| GREAT HILL ADVISORY → | RIA / FO | $218M | PORT WASHINGTON, NY | CRD 283228 |
| ALPHA FINANCIAL ADVISORS, LLC → | RIA / FO | $218M | MCLEAN, VA | CRD 116291 |
| PIPER HEARTLAND HEALTHCARE CAPITAL, LLC → | RIA / FO | $218M | MINNEAPOLIS, MN | CRD 310044 |
| IRTH CAPITAL MANAGEMENT, LP → | RIA / FO | $218M | NEW YORK, NY | CRD 330696 |
| STRATEGIC ASSET MANAGEMENT LLC. → | RIA / FO | $218M | ROCHESTER, MN | CRD 306384 |
| HIGHPASS ASSET MANAGEMENT LLC → | RIA / FO | $218M | DENVER, CO | CRD 159535 |
| INTEGRATED WEALTHCARE, LLC → | RIA / FO | $218M | DURHAM, NC | CRD 312929 |
| MANUKA FINANCIAL → | RIA / FO | $218M | – | CRD 313528 |
| ROCKBRIDGE ASSET MANAGEMENT, LLC → | RIA / FO | $218M | ALEXANDRIA, VA | CRD 329880 |
| ALLSTREET CAPITAL LLC → | RIA / FO | $218M | LOS ANGELES, CA | CRD 283564 |
| JACKSON HILL ADVISORS, LLC → | RIA / FO | $218M | HOUSTON, TX | CRD 284162 |
| IRONCLAD INVESTMENTS LLC → | RIA / FO | $218M | MAITLAND, FL | CRD 154872 |
| MADDEN FUNDS MANAGEMENT → | RIA / FO | $218M | OAK PARK, IL | CRD 110309 |
| ARROW WEALTH ADVISORY LLC → | RIA / FO | $218M | – | CRD 296890 |
| OPPVEST, LLC → | RIA / FO | $218M | NEW YORK, NY | CRD 296317 |
| DOBSON ASSET MANAGEMENT → | RIA / FO | $218M | PETALUMA, CA | CRD 112079 |
| CEDRUS WEALTH GROUP → | RIA / FO | $218M | ANDOVER, MN | CRD 334995 |
| PRESCOTT ADVISORS, LLC → | RIA / FO | $218M | DALLAS, TX | CRD 283784 |
| ENSPYRE WEALTH ADVISORS, INC. → | RIA / FO | $218M | WOODBURY, MN | CRD 300992 |
| SOUND FINANCIAL STRATEGIES GROUP, LLC → | RIA / FO | $218M | MADISON, MS | CRD 286261 |
| PARKER FINANCIAL ADVISORS LLC → | RIA / FO | $218M | HOUSTON, TX | CRD 305188 |
| AFFINITY WEALTH LLC → | RIA / FO | $218M | CANTON, OH | CRD 285169 |
| CALLAHAN CAPITAL MANAGEMENT → | RIA / FO | $217M | STEAMBOAT SPRINGS, CO | CRD 110568 |
| PRESIDIO WEALTH MANAGEMENT → | RIA / FO | $217M | MIDVALE, UT | CRD 333404 |
| ADVANCED PORTFOLIO STRATEGIES → | RIA / FO | $217M | TORRANCE, CA | CRD 284697 |
| WHITE ROCK CAPITAL → | RIA / FO | $217M | DALLAS, TX | CRD 114877 |
| WEALTHTRUST ASSET MANAGEMENT, LLC → | RIA / FO | $217M | DESTIN, FL | CRD 174901 |
| CIOVACCO CAPITAL MANAGEMENT → | RIA / FO | $217M | – | CRD 125071 |
| SHERIDAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $217M | – | CRD 156705 |
| GRANGE CAPITAL, LLC → | RIA / FO | $217M | BEAVERTON, OR | CRD 131699 |
| NEW HORIZON FINANCIAL STRATEGIES, LLC → | RIA / FO | $217M | ITHACA, NY | CRD 125729 |
| COSTELLO FINANCIAL PLANNING, INC. → | RIA / FO | $217M | – | CRD 175295 |
| POLARIS INVESTMENT ADVISORS, LLC → | RIA / FO | $217M | FRAMINGHAM, MA | CRD 324093 |
| THOR FINANCIAL TECHNOLOGIES → | RIA / FO | $217M | GREENSBURG, PA | CRD 310362 |
| TUCKER'S FARM → | RIA / FO | $217M | FRAMINGHAM, MA | CRD 333720 |
| CUTTER FINANCIAL GROUP LLC → | RIA / FO | $217M | FALMOUTH, MA | CRD 290016 |
| PALADIN FINANCIAL → | RIA / FO | $217M | ARDEN HILLS, MN | CRD 288387 |
| LIFETIME WEALTH MANAGEMENT P.C. → | RIA / FO | $217M | ROCKWALL, TX | CRD 145492 |
| LEDGEWOOD WEALTH ADVISORS, LLC → | RIA / FO | $217M | EXETER, NH | CRD 109049 |
| ETRE LLC → | RIA / FO | $217M | CAMBRIDGE, MA | CRD 121355 |
| THE SIMMONS PARTNERSHIP, INC → | RIA / FO | $217M | TOWSON, MD | CRD 156740 |
| FFG RETIREMENT COUNSELING → | RIA / FO | $216M | CENTENNIAL, CO | CRD 308305 |
| AEGIS WEALTH MANAGEMENT, INC. → | RIA / FO | $216M | GUTHRIE CENTER, IA | CRD 301990 |
| HOFER & ASSOCIATES WEALTH MANAGEMENT → | RIA / FO | $216M | THOUSAND OAKS, CA | CRD 282005 |
| FMSA → | RIA / FO | $216M | – | CRD 154136 |
| DELTA ADVISORY GROUP, INC. → | RIA / FO | $216M | MAITLAND, FL | CRD 105966 |
| CORE CAPITAL MANAGEMENT, LLC → | RIA / FO | $216M | CHICAGO, IL | CRD 162814 |
| PROSPERITY ADVISORY GROUP LLC → | RIA / FO | $216M | VICTOR, NY | CRD 310720 |
| ARK WEALTH MANAGEMENT → | RIA / FO | $216M | AUSTIN, TX | CRD 317264 |
| SKY ALPHA ASSET ADVISORS → | RIA / FO | $216M | BOCA RATON, FL | CRD 295839 |
| ICP GROUP INVESTMENT MANAGER, LLC → | RIA / FO | $216M | DALLAS, TX | CRD 219518 |
| WEDGEWOOD INVESTORS INC → | RIA / FO | $216M | ERIE, PA | CRD 104834 |
| MEDICI CAPITAL LLC → | RIA / FO | $216M | NEWPORT BEACH, CA | CRD 308394 |
| CLEVELAND CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $216M | ROCKY RIVER, OH | CRD 341686 |
| VENNLIGHT CAPITAL MANAGEMENT, LP → | RIA / FO | $216M | – | CRD 329148 |
| MARRICK WEALTH → | RIA / FO | $216M | IRVINE, CA | CRD 164758 |
| KENNEDY WEALTH & TAX MANAGEMENT, LLC → | RIA / FO | $215M | SOUTHBURY, CT | CRD 172394 |