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 12101–12200 (page 122 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MCCARTHY WEALTH & TAX ADVISORS → | RIA / FO | $202M | SPRINGBORO, OH | CRD 135875 |
| KOWALSKI FINANCIAL INC. → | RIA / FO | $202M | MINNEAPOLIS, MN | CRD 300424 |
| SORTIS FUND MANAGER, LLC → | RIA / FO | $202M | PORTLAND, OR | CRD 315584 |
| PORTAGE WEALTH INC → | RIA / FO | $202M | OAKVILLE | CRD 340012 |
| BAM WEALTH MANAGEMENT LLC → | RIA / FO | $202M | LAKEWOOD, CO | CRD 330237 |
| BLONG FINANCIAL → | RIA / FO | $202M | MEMPHIS, TN | CRD 164746 |
| GREAT RIVER FINANCIAL → | RIA / FO | $202M | PLYMOUTH, MN | CRD 314172 |
| BRIXEY & MEYER CAPITAL LLC → | RIA / FO | $202M | CINCINNATI, OH | CRD 299465 |
| CLEARVIEW WEALTH ADVISORS, LLC → | RIA / FO | $202M | SALEM, OR | CRD 305737 |
| DANER WEALTH MANAGEMENT, LLC → | RIA / FO | $202M | ALPHARETTA, GA | CRD 317373 |
| BRASIL PLURAL INVESTMENT ADVISOR LLC → | RIA / FO | $202M | MIAMI, FL | CRD 288563 |
| CAPZONE MANAGEMENT LLC → | RIA / FO | $202M | NORWALK, CT | CRD 330135 |
| MAXELE ADVISORS, LLC → | RIA / FO | $202M | WEBSTER GROVES, MO | CRD 165129 |
| LEVEL ONE FUND → | RIA / FO | $202M | MIAMI, FL | CRD 316294 |
| KRAEMATON INVESTMENT ADVISORS, INC. → | RIA / FO | $202M | BRAINTREE, MA | CRD 126869 |
| SAUL WEALTH ADVISORS, LLC → | RIA / FO | $201M | MIAMI, FL | CRD 337371 |
| HARREN EQUITY PARTNERS, LLC → | RIA / FO | $201M | CHARLOTTESVILLE, VA | CRD 158494 |
| KEYSTONE WEALTH ADVISORS, INCORPORATED → | RIA / FO | $201M | EAGAN, MN | CRD 153418 |
| PARADIGM WEALTH ADVISORY LLC → | RIA / FO | $201M | BRIDGEWATER, NJ | CRD 283120 |
| PACIFIC FINANCIAL STRATEGIES, INC → | RIA / FO | $201M | THOUSAND OAKS, CA | CRD 151434 |
| AUTHENTIC VENTURES INVESTMENT MANAGER, LLC → | RIA / FO | $201M | OAKLAND, CA | CRD 304938 |
| STRATEGIC ADVISORY SERVICES → | RIA / FO | $201M | MEMPHIS, TN | CRD 287984 |
| REGENTS PARTNERS, LLC → | RIA / FO | $201M | – | CRD 322915 |
| WAVERLEY WEALTH MANAGEMENT LLC → | RIA / FO | $201M | MOUNTAIN VIEW, CA | CRD 156023 |
| UPPER LEFT WEALTH MANAGEMENT, LLC → | RIA / FO | $201M | – | CRD 288762 |
| MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC → | RIA / FO | $201M | NEW YORK, NY | CRD 284788 |
| STERLING MANOR FINANCIAL, LLC → | RIA / FO | $201M | SARATOGA SPRINGS, NY | CRD 284218 |
| MY PORTFOLIO GUIDE, LLC → | RIA / FO | $201M | SEAL BEACH, CA | CRD 153188 |
| STRIDE INVESTMENTS, LLC → | RIA / FO | $201M | CHICAGO, IL | CRD 167037 |
| LEGION PARTNERS ASSET MANAGEMENT, LLC → | RIA / FO | $201M | LOS ANGELES, CA | CRD 164136 |
| ELDRIDGE SME ADVISERS → | RIA / FO | $201M | NEW YORK, NY | CRD 334010 |
| BLUE CAPITAL → | RIA / FO | $201M | OMAHA, NE | CRD 304083 |
| CALCULATED WEALTH → | RIA / FO | $201M | MADISON, WI | CRD 318985 |
| ARGO MANAGEMENT AND RESEARCH COMPANY, LLC → | RIA / FO | $201M | – | CRD 339043 |
| FARRELL FINANCIAL → | RIA / FO | $201M | ORCHARD PARK, NY | CRD 321609 |
| RMG ADVISORS → | RIA / FO | $200M | ROCKVILLE, MD | CRD 122366 |
| EMERALD BAY WEALTH MANAGEMENT LLC → | RIA / FO | $200M | TAHOE CITY, CA | CRD 160837 |
| U.S. PRIVATE WEALTH, LLC → | RIA / FO | $200M | PALM BEACH GARDENS, FL | CRD 167288 |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC → | RIA / FO | $200M | – | CRD 121061 |
| HARVEST INVESTMENT ADVISORS, LLC → | RIA / FO | $200M | – | CRD 136693 |
| WEINGARTEN ASSOCIATES, L.L.C. → | RIA / FO | $200M | LAWRENCEVILLE, NJ | CRD 127718 |
| TANDEM INVESTMENT PARTNERS, LLC → | RIA / FO | $200M | BORDENTOWN, NJ | CRD 172309 |
| LAUGHLIN FINANCIAL LLC → | RIA / FO | $200M | BLOOMINGTON, IN | CRD 165105 |
| POST CAPITAL PARTNERS → | RIA / FO | $200M | NEW YORK, NY | CRD 161892 |
| FULHAM & CO → | RIA / FO | $200M | WELLESLEY, MA | CRD 158374 |
| THOMPSON CAPITAL MANAGEMENT, LLC → | RIA / FO | $200M | – | CRD 300993 |
| CHAPMAN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $200M | – | CRD 166826 |
| RADIX ORGANIZATION, INC. → | RIA / FO | $200M | NEW YORK, NY | CRD 172791 |
| GENESIS WEALTH ADVISORS, LLC → | RIA / FO | $200M | BRAINTREE, MA | CRD 158388 |
| ASSET MANAGEMENT GROUP → | RIA / FO | $200M | CARTERSVILLE, GA | CRD 319444 |
| ALLEN CAPITAL MANAGEMENT, LLC → | RIA / FO | $200M | VANCOUVER, WA | CRD 135147 |
| NEWBORE WEALTH MANAGEMENT, INC. → | RIA / FO | $200M | GLADSTONE, OR | CRD 306441 |
| WH CORNERSTONE INVESTMENTS INC. → | RIA / FO | $200M | DUXBURY, MA | CRD 119725 |
| AI ALPHA LLC → | RIA / FO | $200M | GRAND RAPIDS, MI | CRD 334908 |
| CREDIT BRIDGE ADVISORS LLC → | RIA / FO | $200M | – | CRD 332233 |
| SAPPHIRE BLUE INVESTMENT PARTNERS → | RIA / FO | $200M | FENTON, MI | CRD 291609 |
| ASPEN PRIVATE ADVISORS, LLC → | RIA / FO | $200M | SIOUX FALLS, SD | CRD 297639 |
| FLAGSHIP CAPITAL MANAGEMENT INC → | RIA / FO | $200M | MEDIA, PA | CRD 108354 |
| PLANNING WORKS ADVISORY, INC. → | RIA / FO | $200M | AUSTIN, TX | CRD 317834 |
| ALLIED ASSET ADVISORS INC → | RIA / FO | $200M | HOMETOWN, IL | CRD 112441 |
| KAPUSTA FINANCIAL GROUP → | RIA / FO | $200M | PITTSBURGH, PA | CRD 123349 |
| LBB HOLDING COMPANY LLC → | RIA / FO | $200M | NORWALK, CT | CRD 282285 |
| IA NETWORK, LLC → | RIA / FO | $200M | CHARLOTTE, NC | CRD 319096 |
| CAPITAL ASSET MANAGEMENT, INC. → | RIA / FO | $200M | COLUMBUS, OH | CRD 120597 |
| KG CAPITAL MANAGEMENT, LLC → | RIA / FO | $200M | SAINT FRANCISVILLE, LA | CRD 164500 |
| DBK FINANCIAL COUNSEL, LLC → | RIA / FO | $199M | CUYAHOGA FALLS, OH | CRD 170688 |
| CND FINANCIAL → | RIA / FO | $199M | LIVONIA, MI | CRD 110180 |
| GLENWOOD INVESTMENT GROUP, LLC → | RIA / FO | $199M | MANCHESTER, NH | CRD 132950 |
| ADVISOR.INVESTMENTS → | RIA / FO | $199M | BATON ROUGE, LA | CRD 142202 |
| PINGORA PARTNERS LLC → | RIA / FO | $199M | DALLAS, TX | CRD 148262 |
| THE CATALYST GROUP, INC. → | RIA / FO | $199M | HOUSTON, TX | CRD 333740 |
| SCALAR GAUGE MANAGEMENT, LLC → | RIA / FO | $199M | DALLAS, TX | CRD 287991 |
| MILLER GLOBAL INVESTMENTS, L.L.C. → | RIA / FO | $199M | DALLAS, TX | CRD 114683 |
| TRANQUILLI FINANCIAL ADVISOR, LLC → | RIA / FO | $199M | CLINTON, NJ | CRD 298056 |
| NAVIQUANT → | RIA / FO | $199M | – | CRD 325236 |
| MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC → | RIA / FO | $199M | – | CRD 154679 |
| SECHREST FINANCIAL SERVICES → | RIA / FO | $199M | ACTON, MA | CRD 128688 |
| AIO FINANCIAL, LLC → | RIA / FO | $199M | TUCSON, AZ | CRD 114030 |
| RIK SAYLOR FINANCIAL, INC. → | RIA / FO | $199M | FAIRFIELD, OH | CRD 165484 |
| FINANCIAL ARCHITECTS, LLC → | RIA / FO | $199M | WOODSTOCK, GA | CRD 116027 |
| BARRON FINANCIAL GROUP, LLP → | RIA / FO | $199M | TORRINGTON, CT | CRD 140504 |
| RWA ADVISORS → | RIA / FO | $199M | BOCA RATON, FL | CRD 150120 |
| NESTLERODE & LOY, INC. → | RIA / FO | $199M | STATE COLLEGE, PA | CRD 2907 |
| CATOCTIN RIDGE WEALTH PARTNER → | RIA / FO | $199M | THURMONT, MD | CRD 333113 |
| THE BEDMINSTER GROUP → | RIA / FO | $199M | BLUFFTON, SC | CRD 118794 |
| MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. → | RIA / FO | $199M | MONTEVIDEO, MN | CRD 297716 |
| ERICKSON FINANCIAL GROUP, LLC → | RIA / FO | $199M | ALLENTOWN, PA | CRD 299818 |
| UNCOMMON EQUITY LLC → | RIA / FO | $199M | CHICAGO, IL | CRD 314936 |
| CAPITAL SQUARED FINANCIAL LLC → | RIA / FO | $199M | ROCKVILLE, MD | CRD 326861 |
| INTERCAPITAL → | RIA / FO | $199M | AUSTIN, TX | CRD 324314 |
| INVISOR → | RIA / FO | $199M | SENECA, KS | CRD 174890 |
| PRESTIGE WEALTHWIDE, LLC → | RIA / FO | $198M | LEHI, UT | CRD 321789 |
| SCALEWORKS CAPITAL, LLC → | RIA / FO | $198M | SAN ANTONIO, TX | CRD 306560 |
| CEDARSTONE ADVISORS → | RIA / FO | $198M | THOUSAND OAKS, CA | CRD 172653 |
| FEYNMAN POINT ASSET MANAGEMENT → | RIA / FO | $198M | NEW YORK, NY | CRD 330536 |
| TFJ MANAGEMENT, LLC → | RIA / FO | $198M | SOMERVILLE, MA | CRD 312132 |
| PMG WEALTH MANAGEMENT → | RIA / FO | $198M | HAWTHORN WOODS, IL | CRD 285899 |
| SAFIR WEALTH ADVISORS, LLC → | RIA / FO | $198M | – | CRD 285848 |
| ATLANTIC WEALTH PARTNERS, LLC → | RIA / FO | $198M | JUPITER, FL | CRD 289440 |
| WELCH FINANCIAL PLANNING, LLC → | RIA / FO | $198M | BOULDER, CO | CRD 329418 |