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 1101–1200 (page 12 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| DYNASTY WEALTH MANAGEMENT, LLC → | RIA / FO | $13.9B | ST. PETERSBURG, FL | CRD 153377 |
| LIBREMAX CAPITAL, LLC → | RIA / FO | $13.9B | NEW YORK, NY | CRD 155486 |
| CAPACUITY LLC → | RIA / FO | $13.9B | LAKE MARY, FL | CRD 297679 |
| MADISON INVESTMENT ADVISORS, LLC → | RIA / FO | $13.8B | MADISON, WI | CRD 110297 |
| GRESHAM PARTNERS, LLC → | RIA / FO | $13.8B | CHICAGO, IL | CRD 108668 |
| GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. → | RIA / FO | $13.8B | SINGAPORE | CRD 286067 |
| DOLAN MCENIRY CAPITAL MANAGEMENT LLC → | RIA / FO | $13.8B | CHICAGO, IL | CRD 108658 |
| SAPIENT CAPITAL LLC → | RIA / FO | $13.8B | INDIANAPOLIS, IN | CRD 324899 |
| TRUSTON ASSET MANAGEMENT → | RIA / FO | $13.7B | SEOUL | CRD 161610 |
| AMERITAS ADVISORY SERVICES, LLC → | RIA / FO | $13.7B | LINCOLN, NE | CRD 317245 |
| ABRAMS CAPITAL MANAGEMENT, L.P. → | RIA / FO | $13.7B | BOSTON, MA | CRD 155729 |
| ARISTEIA CAPITAL, LLC → | RIA / FO | $13.7B | GREENWICH, CT | CRD 135986 |
| CLEARBROOK INVESTMENT CONSULTING LLC → | RIA / FO | $13.7B | NEW YORK, NY | CRD 108253 |
| PINEGROVE VENTURE PARTNERS, LLC → | RIA / FO | $13.7B | MENLO PARK, CA | CRD 326747 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC → | RIA / FO | $13.7B | CONSHOHOCKEN, PA | CRD 290078 |
| COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED → | RIA / FO | $13.7B | DUBLIN 2 | CRD 161061 |
| MIROVA US → | RIA / FO | $13.6B | BOSTON, MA | CRD 300152 |
| JMI MANAGEMENT, L.P. → | RIA / FO | $13.6B | BALTIMORE, MD | CRD 158344 |
| AVORO CAPITAL ADVISORS LLC → | RIA / FO | $13.6B | NEW YORK, NY | CRD 154091 |
| ARCLIGHT CAPITAL PARTNERS, LLC → | RIA / FO | $13.5B | BOSTON, MA | CRD 161228 |
| ANTIPODES PARTNERS LIMITED → | RIA / FO | $13.5B | SYDNEY | CRD 299380 |
| THE RIVERSIDE COMPANY → | RIA / FO | $13.5B | NEW YORK, NY | CRD 160523 |
| ALPHA ARCHITECT → | RIA / FO | $13.5B | NEWTOWN SQUARE, PA | CRD 153905 |
| TREXQUANT INVESTMENT LP → | RIA / FO | $13.5B | STAMFORD, CT | CRD 170476 |
| PARTNERS ENTERPRISE CAPITAL LLC → | RIA / FO | $13.5B | CHICAGO, IL | CRD 304667 |
| KESTRA PRIVATE WEALTH SERVICES, LLC → | RIA / FO | $13.5B | AUSTIN, TX | CRD 155193 |
| THE MATHER GROUP, LLC → | RIA / FO | $13.4B | CHICAGO, IL | CRD 156005 |
| STG PARTNERS, LLC → | RIA / FO | $13.4B | MENLO PARK, CA | CRD 291048 |
| HAIDAR CAPITAL MANAGEMENT LLC → | RIA / FO | $13.4B | PEARL RIVER, NY | CRD 159798 |
| ACORNS → | RIA / FO | $13.4B | IRVINE, CA | CRD 165926 |
| CAPITAL FUND MANAGEMENT S.A. → | RIA / FO | $13.4B | PARIS | CRD 125780 |
| EIGHT PARTNERS VC, LLC → | RIA / FO | $13.4B | AUSTIN, TX | CRD 283031 |
| PARTHENON CAPITAL PARTNERS → | RIA / FO | $13.4B | SAN FRANCISCO, CA | CRD 157398 |
| GAOTENG GLOBAL ASSET MANAGEMENT LIMITED → | RIA / FO | $13.4B | HONG KONG, HONG KONG | CRD 301825 |
| FIRST SENTIER INVESTORS (UK) IM LIMITED → | RIA / FO | $13.3B | EDINBURGH | CRD 281323 |
| EAGLE POINT CREDIT MANAGEMENT LLC → | RIA / FO | $13.2B | GREENWICH, CT | CRD 166370 |
| ASIA ALTERNATIVES MANAGEMENT LLC → | RIA / FO | $13.2B | SAN FRANCISCO, CA | CRD 141481 |
| REDDING RIDGE ASSET MANAGEMENT (UK) LLP → | RIA / FO | $13.2B | LONDON | CRD 284256 |
| BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. → | RIA / FO | $13.2B | CAMBRIDGE, MA | CRD 304477 |
| NOVACAP MANAGEMENT INC. → | RIA / FO | $13.2B | BROSSARD, QUEBEC | CRD 290100 |
| G10 CAPITAL LIMITED → | RIA / FO | $13.1B | LONDON | CRD 269881 |
| SMITH CAPITAL INVESTORS, LLC → | RIA / FO | $13.1B | DENVER, CO | CRD 294402 |
| ROCKPOINT → | RIA / FO | $13.0B | BOSTON, MA | CRD 156630 |
| IMPRESA MANAGEMENT LLC → | RIA / FO | $13.0B | BOSTON, MA | CRD 168741 |
| POST ADVISORY GROUP, LLC → | RIA / FO | $13.0B | LOS ANGELES, CA | CRD 108860 |
| DEVENIR INVESTMENT ADVISORS, LLC → | RIA / FO | $13.0B | BLOOMINGTON, MN | CRD 132824 |
| WHALE ROCK CAPITAL MANAGEMENT → | RIA / FO | $13.0B | BOSTON, MA | CRD 140746 |
| ASCENSUS INVESTMENT ADVISORS, LLC → | RIA / FO | $13.0B | NEWTON, MA | CRD 120632 |
| CHARTWELL INVESTMENT PARTNERS, LLC → | RIA / FO | $13.0B | BERWYN, PA | CRD 170335 |
| SAROFIM TRUST CO → | RIA / FO | $13.0B | HOUSTON, TX | CRD 106590 |
| VALEO FINANCIAL ADVISORS, LLC → | RIA / FO | $13.0B | CARMEL, IN | CRD 127132 |
| IVY HILL ASSET MANAGEMENT, L.P. → | RIA / FO | $13.0B | NEW YORK, NY | CRD 161608 |
| STATE FARM INVESTMENT MANAGEMENT CORP. → | RIA / FO | $12.9B | BLOOMINGTON, IL | CRD 3487 |
| MONTRUSCO BOLTON INVESTMENTS INC. → | RIA / FO | $12.9B | MONTREAL, QUEBEC | CRD 154475 |
| INDEPENDENT FINANCIAL GROUP, LLC → | RIA / FO | $12.9B | SAN DIEGO, CA | CRD 7717 |
| GLOBAL ENDOWMENT MANAGEMENT, LP → | RIA / FO | $12.9B | CHARLOTTE, NC | CRD 157772 |
| PACIFIC ASSET MANAGEMENT → | RIA / FO | $12.9B | LONDON | CRD 305066 |
| NEPHILA ADVISORS LLC → | RIA / FO | $12.9B | NASHVILLE, TN | CRD 156905 |
| NEPHILA CAPITAL LTD. → | RIA / FO | $12.9B | HAMILTON | CRD 132780 |
| CITIZENS SECURITIES, INC. → | RIA / FO | $12.9B | JOHNSTON, RI | CRD 39550 |
| MKP CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $12.9B | NEW YORK, NY | CRD 113851 |
| LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP → | RIA / FO | $12.8B | BOSTON, MA | CRD 107153 |
| PUGH CAPITAL MANAGEMENT, INC. → | RIA / FO | $12.8B | SEATTLE, WA | CRD 111765 |
| ARIEL INVESTMENTS, LLC → | RIA / FO | $12.8B | CHICAGO, IL | CRD 108211 |
| FRANKLIN TEMPLETON INVESTMENTS CORP. → | RIA / FO | $12.8B | TORONTO (ONTARIO) | CRD 111364 |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER → | RIA / FO | $12.8B | SCOTTSDALE, AZ | CRD 20804 |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC → | RIA / FO | $12.8B | CLEVELAND, OH | CRD 286002 |
| BROOKSTONE CAPITAL MANAGEMENT LLC → | RIA / FO | $12.8B | WHEATON, IL | CRD 141413 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO. → | RIA / FO | $12.7B | CHICAGO, IL | CRD 107296 |
| LINGOTTO INVESTMENT MANAGEMENT LLP → | RIA / FO | $12.7B | LONDON | CRD 324295 |
| LS POWER EQUITY ADVISORS, LLC → | RIA / FO | $12.6B | NEW YORK, NY | CRD 158272 |
| FIRST EAGLE ALTERNATIVE CREDIT, LLC → | RIA / FO | $12.6B | BOSTON, MA | CRD 150900 |
| APPLETON PARTNERS, INC. → | RIA / FO | $12.6B | BOSTON, MA | CRD 110049 |
| THE CAPROCK GROUP, LLC → | RIA / FO | $12.5B | BOISE, ID | CRD 124272 |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC → | RIA / FO | $12.5B | NEW YORK, NY | CRD 301925 |
| WESTWOOD MANAGEMENT CORP → | RIA / FO | $12.5B | DALLAS, TX | CRD 110269 |
| PROSPERA FINANCIAL SERVICES, INC. → | RIA / FO | $12.4B | DALLAS, TX | CRD 10740 |
| MFN PARTNERS MANAGEMENT, LP → | RIA / FO | $12.4B | BOSTON, MA | CRD 291755 |
| ROYCE INVESTMENT PARTNERS → | RIA / FO | $12.4B | NEW YORK, NY | CRD 107689 |
| OASIS CAPITAL PARTNERS (TEXAS) INC. → | RIA / FO | $12.4B | AUSTIN, TX | CRD 171703 |
| NEUBERGER BERMAN CANADA ULC → | RIA / FO | $12.4B | TORONTO, ONTARIO | CRD 284803 |
| SOUND POINT CLO C-MOA, LLC → | RIA / FO | $12.3B | NEW YORK, NY | CRD 293256 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. → | RIA / FO | $12.3B | CHICAGO, IL | CRD 317825 |
| RAMIREZ ASSET MANAGEMENT, INC. → | RIA / FO | $12.3B | NEW YORK, NY | CRD 110637 |
| AQUILINE MANAGEMENT HOLDINGS LP → | RIA / FO | $12.3B | NEW YORK, NY | CRD 327352 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. → | RIA / FO | $12.2B | HOUSTON, TX | CRD 106975 |
| BSP CLO MANAGEMENT LLC → | RIA / FO | $12.2B | NEW YORK, NY | CRD 304962 |
| PACIFIC PRIVATE FUND ADVISORS LLC → | RIA / FO | $12.2B | NEWPORT BEACH, CA | CRD 168830 |
| ALTRINSIC GLOBAL ADVISORS, LLC → | RIA / FO | $12.2B | STAMFORD, CT | CRD 109678 |
| ADVISORS CAPITAL MANAGEMENT, LLC → | RIA / FO | $12.2B | RIDGEWOOD, NJ | CRD 112266 |
| HONEYWELL CAPITAL MANAGEMENT LLC → | RIA / FO | $12.2B | MORRIS PLAINS, NJ | CRD 109537 |
| NORTHROCK PARTNERS, LLC → | RIA / FO | $12.2B | MINNEAPOLIS, MN | CRD 167908 |
| LNW → | RIA / FO | $12.2B | SEATTLE, WA | CRD 107341 |
| INTERCONTINENTAL REAL ESTATE CORPORATION → | RIA / FO | $12.2B | BOSTON, MA | CRD 112332 |
| MAIRS & POWER → | RIA / FO | $12.1B | ST. PAUL, MN | CRD 110351 |
| CHURCHILL INVESTMENT MANAGEMENT, LLC → | RIA / FO | $12.1B | CHARLOTTE, NC | CRD 305060 |
| GILDER GAGNON HOWE & CO. LLC → | RIA / FO | $12.1B | NEW YORK, NY | CRD 2002 |
| SOLTIS INVESTMENT ADVISORS, LLC → | RIA / FO | $12.0B | ST. GEORGE, UT | CRD 154690 |
| THE ENERGY & MINERALS GROUP LP → | RIA / FO | $12.0B | HOUSTON, TX | CRD 339275 |
| GUSTO INVESTMENT SERVICES, LLC → | RIA / FO | $12.0B | SAN FRANCISCO, CA | CRD 281515 |