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 11801–11900 (page 119 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LEVIN FUNDING GROUP LLC → | RIA / FO | $215M | TUCSON, AZ | CRD 170087 |
| VALUES FIRST ADVISORS, INC. → | RIA / FO | $215M | JOHNSON CITY, TN | CRD 148532 |
| ADVANTAGE INVESTMENT MANAGEMENT → | RIA / FO | $215M | LOUISVILLE, KY | CRD 146493 |
| GRAGG FINANCIAL → | RIA / FO | $215M | SHELBY, NC | CRD 110592 |
| ILLUMINE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $215M | POULSBO, WA | CRD 311661 |
| DISHMI CAPITAL, LLC → | RIA / FO | $215M | PASADENA, CA | CRD 336392 |
| CONSILIUM, LLC → | RIA / FO | $215M | BOULDER, CO | CRD 304503 |
| PROVIDENCE FINANCIAL AND INSURANCES, INC. → | RIA / FO | $215M | WOODLAND HILLS, CA | CRD 141988 |
| FINANCIAL SERVICE GROUP INC → | RIA / FO | $215M | MOUNT PLEASANT, WI | CRD 107893 |
| FLORIAN FINANCIAL GROUP LLC → | RIA / FO | $215M | WILLIAMSVILLE, NY | CRD 123869 |
| BROADWAY ADVISOR GROUP → | RIA / FO | $215M | ALBANY, NY | CRD 324281 |
| SIMPLYRIA ADVISOR NETWORK → | RIA / FO | $215M | BRIGHTON, MI | CRD 154494 |
| SCHULTZ FINANCIAL GROUP INCORPORATED → | RIA / FO | $215M | RENO, NV | CRD 108724 |
| POWERHOUSE ASSETS LLC → | RIA / FO | $215M | – | CRD 157538 |
| KINWELL LLC → | RIA / FO | $215M | CHARLESTON, SC | CRD 290449 |
| DOWNSHIFT FINANCIAL → | RIA / FO | $215M | – | CRD 314068 |
| ARCHON CAPITAL MANAGEMENT LLC → | RIA / FO | $215M | SEATTLE, WA | CRD 130499 |
| HALLSTATT ADVISORS L.P. → | RIA / FO | $215M | – | CRD 319512 |
| EASTSOUND CAPITAL ADVISORS, LLC → | RIA / FO | $215M | – | CRD 160180 |
| UTA LLC → | RIA / FO | $215M | VANCOUVER, WA | CRD 315427 |
| JCSD CAPITAL, LLC → | RIA / FO | $215M | WALNUT CREEK, CA | CRD 163084 |
| KINETIC WEALTH INVESTMENT ADVISORS, LLC → | RIA / FO | $215M | WESTLAKE, OH | CRD 311536 |
| NOBLEBRIDGE WEALTH → | RIA / FO | $215M | – | CRD 146612 |
| WEALTH WITH NO REGRETS® → | RIA / FO | $214M | ALPHARETTA, GA | CRD 159201 |
| 4THOUGHT FINANCIAL GROUP INC. → | RIA / FO | $214M | SYOSSET, NY | CRD 162997 |
| CONTINUITY WEALTH MANAGEMENT, CORP. → | RIA / FO | $214M | PORTLAND, OR | CRD 111010 |
| WEALTHTRAK ADVISORS → | RIA / FO | $214M | VIRGINIA BEACH, VA | CRD 160057 |
| SAGE HILL CAPITAL → | RIA / FO | $214M | ANN ARBOR, MI | CRD 155016 |
| EQUITAS CAPITAL ADVISORS,LLC → | RIA / FO | $214M | NEW ORLEANS, LA | CRD 124471 |
| VIABLE → | RIA / FO | $214M | – | CRD 322140 |
| STRATEGIC RETIREMENT ADVISORS, LLC → | RIA / FO | $214M | ELK GROVE, CA | CRD 142887 |
| OBJECTIVE CAPITAL MANAGEMENT, LLC → | RIA / FO | $214M | FAIRLAWN, OH | CRD 156013 |
| HEALTHCOR PARTNERS MANAGEMENT, L.P. → | RIA / FO | $214M | – | CRD 160399 |
| ALPHA WEALTH FUNDS, LLC → | RIA / FO | $214M | PARK CITY, UT | CRD 150231 |
| ADAPTIVE WEALTH ENGINEERING → | RIA / FO | $214M | LAS VEGAS, NV | CRD 111243 |
| PACIFIC MANAGEMENT PARTNERS LLC → | RIA / FO | $214M | – | CRD 172044 |
| PREMIS ADVISORS, LLC → | RIA / FO | $214M | ATLANTA, GA | CRD 283679 |
| COMPASS PLANNING ASSOCIATES, INC. → | RIA / FO | $214M | – | CRD 128014 |
| INSIGHT FINANCIAL SERVICES → | RIA / FO | $214M | OVERLAND PARK, KS | CRD 147518 |
| RETIREMITTEN FINANCIAL LLC → | RIA / FO | $214M | MILFORD, MI | CRD 300779 |
| LOCKER FINANCIAL SERVICES, LLC → | RIA / FO | $214M | VERONA, NJ | CRD 120900 |
| OZE CAPITAL LLC → | RIA / FO | $214M | FLORHAM PARK, NJ | CRD 327276 |
| A4 WEALTH ADVISORS LLC → | RIA / FO | $214M | HUNTERSVILLE, NC | CRD 152397 |
| LINDAHL & MANSAGER INC → | RIA / FO | $214M | FAIRLAWN, OH | CRD 107111 |
| GLOBAL TRUST WEALTH MANAGEMENT LLC → | RIA / FO | $214M | WEST PALM BEACH, FL | CRD 333458 |
| COASTLINE COMPLETE WEALTH LLC → | RIA / FO | $214M | BLUFFTON, SC | CRD 338227 |
| DANIELS & ERICKSON FINANCIAL ADVISORS, LLC → | RIA / FO | $214M | DALLAS, TX | CRD 119687 |
| ARGYLE CAPITAL PARTNERS, LLC → | RIA / FO | $214M | LOS ANGELES, CA | CRD 162246 |
| GUNN & COMPANY INVESTMENT MANAGEMENT, INC. → | RIA / FO | $214M | JACKSONVILLE, FL | CRD 120084 |
| FLOYD CAPITAL MANAGEMENT → | RIA / FO | $214M | TEXARKANA, TX | CRD 111576 |
| LONG POINT CAPITAL, INC → | RIA / FO | $214M | NEW YORK, NY | CRD 163061 |
| CEDARWOOD WEALTH → | RIA / FO | $213M | HIGHLANDS RANCH, CO | CRD 334756 |
| SIGNAL TREE FINANCIAL PARTNERS LLC → | RIA / FO | $213M | COPLEY, OH | CRD 311871 |
| 724 ASSET MANAGEMENT, LLC → | RIA / FO | $213M | – | CRD 318169 |
| ELITE INCOME ADVISORS, INC. → | RIA / FO | $213M | ELLICOTT CITY, MD | CRD 285429 |
| MIAI, INC. → | RIA / FO | $213M | DALLAS, TX | CRD 111695 |
| LAKE PACIFIC PARTNERS → | RIA / FO | $213M | DALLAS, TX | CRD 174253 |
| AO WEALTH ADVISORY → | RIA / FO | $213M | URBANDALE, IA | CRD 288301 |
| DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. → | RIA / FO | $213M | WILLIAMSBURG, VA | CRD 173083 |
| J.E. SIMMONS & CO., P.C. → | RIA / FO | $213M | DALLAS, TX | CRD 108789 |
| SIMMONS CAPITAL GROUP → | RIA / FO | $213M | HALFMOON, NY | CRD 281122 |
| FINANCIAL FREEDOM HOUSE → | RIA / FO | $213M | WATERFORD, MI | CRD 123430 |
| SENSENIG CAPITAL ADVISORS, INC. → | RIA / FO | $213M | COLLEGEVILLE, PA | CRD 142821 |
| MATHIS WEALTH MANAGEMENT → | RIA / FO | $213M | PHOENIX, AZ | CRD 172858 |
| SACKS & ASSOCIATES, LLC → | RIA / FO | $213M | WARREN, NJ | CRD 174909 |
| BCK PARTNERS, INC. → | RIA / FO | $213M | CORNING, NY | CRD 181512 |
| GIBRALTAR WEALTH MANAGEMENT, LLC → | RIA / FO | $213M | ABINGTON, PA | CRD 124128 |
| FINANCIAL PLANNING SERVICES → | RIA / FO | $213M | FORT WAYNE, IN | CRD 121034 |
| HARDING WEALTH, INC. → | RIA / FO | $213M | TEMPE, AZ | CRD 282686 |
| GEN CAP AMERICA, INC. → | RIA / FO | $213M | NASHVILLE, TN | CRD 160042 |
| UP CAPITAL MANAGEMENT, INC. → | RIA / FO | $213M | – | CRD 164692 |
| URBAN WEALTH MANAGEMENT OR UWM → | RIA / FO | $213M | – | CRD 285633 |
| BRIXTON CAPITAL WEALTH ADVISORS, LLC → | RIA / FO | $212M | GARDEN CITY, NY | CRD 288810 |
| SEQUOIA S.F.A. → | RIA / FO | $212M | ZURICH | CRD 158031 |
| SACKETT WEALTH ADVISORS, INC. → | RIA / FO | $212M | BREA, CA | CRD 289950 |
| COASTWISE CAPITAL GROUP, LLC → | RIA / FO | $212M | LA JOLLA, CA | CRD 139564 |
| ALTIUS FINANCIAL, INC. → | RIA / FO | $212M | DENVER, CO | CRD 113268 |
| EXCOLERE EQUITY PARTNERS, LLC → | RIA / FO | $212M | LOS ANGELES, CA | CRD 324822 |
| PATRICK MAURO INVESTMENT ADVISOR, INC. → | RIA / FO | $212M | – | CRD 122742 |
| MADRID WEALTH MANAGEMENT → | RIA / FO | $212M | ALBUQUERQUE, NM | CRD 333331 |
| JH ADVISORS → | RIA / FO | $212M | SALEM, OR | CRD 139587 |
| BRAVIAS FINANCIAL → | RIA / FO | $212M | ISELIN, NJ | CRD 289589 |
| BUCHANAN WEALTH MANAGEMENT → | RIA / FO | $212M | RESTON, VA | CRD 316629 |
| OAC CAPITAL ADVISORS LLC → | RIA / FO | $212M | – | CRD 317559 |
| DIAMOND WEALTH MANAGEMENT, LLC → | RIA / FO | $212M | ALPINE, UT | CRD 288603 |
| JMC MANAGEMENT, LLC → | RIA / FO | $212M | BOSTON, MA | CRD 169235 |
| ITRUST ASSET MANAGEMENT, LLC → | RIA / FO | $212M | LEXINGTON, KY | CRD 164193 |
| ORCA INVESTMENT MANAGEMENT, LLC → | RIA / FO | $212M | LAKE OSWEGO, OR | CRD 144377 |
| ROSSJOHNSON & ASSOCIATES, LLC → | RIA / FO | $212M | PLYMOUTH, MN | CRD 297583 |
| DIAMANT ASSET MANAGEMENT, INC. → | RIA / FO | $212M | RIDGEFIELD, CT | CRD 107788 |
| SILVER LAKE CAPITAL PARTNERS → | RIA / FO | $212M | DALLAS, TX | CRD 329997 |
| KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC → | RIA / FO | $211M | ST. CHARLES, IL | CRD 338738 |
| REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. → | RIA / FO | $211M | METAIRIE, LA | CRD 113181 |
| VIRTUE ASSET MANAGEMENT LLC → | RIA / FO | $211M | BARRINGTON, IL | CRD 283438 |
| SKYLARK PRIVATE EQUITY PARTNERS, LP → | RIA / FO | $211M | DALLAS, TX | CRD 315174 |
| BLUE SUMMIT WEALTH MANAGEMENT → | RIA / FO | $211M | SAN DIEGO, CA | CRD 148782 |
| CENTRIC ADVISORS, LLC → | RIA / FO | $211M | CYPRESS, TX | CRD 282477 |
| THOMPSON DAVIS ASSET MANAGEMENT → | RIA / FO | $211M | RICHMOND, VA | CRD 41353 |
| FINANCIAL ROUNDS → | RIA / FO | $211M | CINCINNATI, OH | CRD 110384 |
| CALLAWAY CAPITAL MANAGEMENT, LLC → | RIA / FO | $211M | NASHVILLE, TN | CRD 285709 |