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 12201–12300 (page 123 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GIP INVESTMENT ADVISER LLC → | RIA / FO | $198M | WEST PALM BEACH, FL | CRD 300541 |
| NEWPORT INVESTMENT ADVISORS INC → | RIA / FO | $198M | BEACHWOOD, OH | CRD 113175 |
| CONSTANT GUIDANCE FINANCIAL, LLC → | RIA / FO | $198M | NORTH ATTLEBORO, MA | CRD 172612 |
| LIEBLONG & ASSOCIATES, INC. → | RIA / FO | $198M | LITTLE ROCK, AR | CRD 42578 |
| ENTASIS ASSET MANAGEMENT LLC → | RIA / FO | $198M | BROOKFIELD, WI | CRD 282711 |
| GLADOWSKY CAPITAL MANAGEMENT CORP → | RIA / FO | $198M | SMITHTOWN, NY | CRD 45287 |
| CALVERT IMPACT ADVISORY SERVICES, LLC → | RIA / FO | $198M | BETHESDA, MD | CRD 326022 |
| D & P INVESTMENT ADVISORS, LTD. → | RIA / FO | $198M | WAKEFIELD, RI | CRD 119631 |
| CROWN ADVISORS MANAGEMENT, INC. → | RIA / FO | $198M | LARKSPUR, CA | CRD 109720 |
| ACCRUENT WEALTH ADVISORS → | RIA / FO | $198M | WINSTON-SALEM, NC | CRD 113706 |
| PRESTON INVESTMENTS → | RIA / FO | $198M | KINGMAN, AZ | CRD 289926 |
| BENGAL ASSET MANAGEMENT, LLC → | RIA / FO | $198M | SANTA MONICA, CA | CRD 168688 |
| BOARDWALK FINANCIAL STRATEGIES LLC → | RIA / FO | $198M | HARTLAND, WI | CRD 165048 |
| ATTENTIVE INVESTMENTS, LLC → | RIA / FO | $197M | STOCKTON, CA | CRD 315478 |
| INMAN FINANCIAL SERVICES, INC. → | RIA / FO | $197M | PORTLAND, OR | CRD 297414 |
| COPPER BEECH FINANCIAL GROUP, LLC → | RIA / FO | $197M | MOORESTOWN, NJ | CRD 313156 |
| RYDAR EQUITIES, INC. → | RIA / FO | $197M | WEATHERFORD, TX | CRD 154086 |
| BAUTIS FINANCIAL, LLC → | RIA / FO | $197M | MONTCLAIR, NJ | CRD 148582 |
| APS INVESTMENT MANAGEMENT GROUP → | RIA / FO | $197M | JACKSON, CA | CRD 153504 |
| OSPREY CAPITAL MANAGEMENT CORP. → | RIA / FO | $197M | MIAMI BEACH, FL | CRD 172524 |
| L CAPITAL, LLC → | RIA / FO | $197M | WINDSOR, CA | CRD 277098 |
| DAVIS WEALTH ADVISORS → | RIA / FO | $197M | SALEM, NH | CRD 287736 |
| CONCORDIA WEALTH MANAGEMENT, LLC → | RIA / FO | $197M | CONCORD, MA | CRD 164278 |
| SCHWALLIER WEALTH MANAGEMENT → | RIA / FO | $197M | GRAND RAPIDS, MI | CRD 143329 |
| BIREME CAPITAL, LLC → | RIA / FO | $197M | ROCKVILLE, MD | CRD 283224 |
| RECIPROCAL VENTURE MANAGEMENT, L.L.C. → | RIA / FO | $197M | NEW YORK, NY | CRD 288520 |
| REI WEALTH MANAGEMENT → | RIA / FO | $197M | – | CRD 172220 |
| RLH CAPITAL, LLC → | RIA / FO | $197M | – | CRD 321913 |
| CONTINENTAL INVESTORS SERVICES, INC. → | RIA / FO | $197M | LONGVIEW, WA | CRD 29775 |
| BRADLEY WEALTH LLC → | RIA / FO | $197M | SCOTTSDALE, AZ | CRD 131808 |
| CONNOR CAPITAL SB, LLC → | RIA / FO | $197M | SANTA BARBARA, CA | CRD 283073 |
| THE BENDIX FINANCIAL GROUP, INC. → | RIA / FO | $197M | GARDEN CITY, NY | CRD 118999 |
| CERTIFIED PLANNERS, INC. → | RIA / FO | $197M | SAN RAMON, CA | CRD 105364 |
| SPRINGHOUSE CAPITAL MANAGEMENT, LP → | RIA / FO | $197M | – | CRD 163080 |
| KINGDOM LEGACY ADVISORS → | RIA / FO | $197M | – | CRD 334847 |
| AVANT FINANCIAL ADVISORS → | RIA / FO | $196M | AUSTIN, TX | CRD 297894 |
| FRIEDENTHAL FINANCIAL, LLC → | RIA / FO | $196M | MARLTON, NJ | CRD 150457 |
| GRAND CENTRAL INVESTMENT GROUP, LLC → | RIA / FO | $196M | TAMPA, FL | CRD 172537 |
| AMPHORA WEALTH MANAGEMENT, LLC → | RIA / FO | $196M | CHAPEL HILL, NC | CRD 157968 |
| REYES FINANCIAL ARCHITECTURE INC. → | RIA / FO | $196M | SAN DIEGO, CA | CRD 153194 |
| SMITH PARTNERS WEALTH MANAGEMENT, LLC → | RIA / FO | $196M | GREENSBORO, NC | CRD 112231 |
| BELLINGRATH WEALTH MANAGEMENT, L.L.C. → | RIA / FO | $196M | NEW ORLEANS, LA | CRD 336024 |
| HUMMER FINANCIAL ADVISORY SERVICES INC → | RIA / FO | $196M | – | CRD 108550 |
| TRUEMAN BROWN → | RIA / FO | $196M | LAKE ZURICH, IL | CRD 141602 |
| FRAZIER FINANCIAL CONSULTANTS, LLC → | RIA / FO | $196M | CHAPEL HILL, NC | CRD 112897 |
| MONSON WEALTH MANAGEMENT LLC → | RIA / FO | $196M | – | CRD 337251 |
| GOLDEN GATE PERSONAL FINANCIAL PLANNING → | RIA / FO | $196M | SAN FRANCISCO, CA | CRD 132264 |
| HILLMAN CAPITAL MANAGEMENT INC → | RIA / FO | $196M | BETHESDA, MD | CRD 110096 |
| INTERACTIVE ADVISERS, INTERACTIVE ADVISORS → | RIA / FO | $196M | LONDON | CRD 145694 |
| J.K. FINANCIAL, INC. → | RIA / FO | $196M | DALLAS, TX | CRD 114929 |
| J2 CAPITAL MANAGEMENT, INC. → | RIA / FO | $196M | TROY, MI | CRD 152964 |
| TEPP WEALTH MANAGEMENT → | RIA / FO | $196M | WESTFIELD, NJ | CRD 283899 |
| MARVIN & PALMER ASSOCIATES → | RIA / FO | $196M | WILMINGTON, DE | CRD 105399 |
| STONETREE INVESTMENT PARTNERS LLC → | RIA / FO | $196M | DALLAS, TX | CRD 318477 |
| ARK ADVISORS LLC → | RIA / FO | $196M | BLOOMINGTON, IL | CRD 167456 |
| VFPE ADVISORS LLC → | RIA / FO | $196M | AUDUBON, PA | CRD 299829 |
| NORTH GROUND CAPITAL → | RIA / FO | $196M | – | CRD 325287 |
| CHARTER WEALTH MANAGEMENT → | RIA / FO | $196M | RALEIGH, NC | CRD 162299 |
| CLARK & STUART INC → | RIA / FO | $196M | PORTLAND, ME | CRD 107991 |
| FRAZEE INVESTMENT CONSULTING, INC. → | RIA / FO | $196M | MEMPHIS, TN | CRD 123662 |
| ATCAP PARTNERS, LLC → | RIA / FO | $196M | ROCKVILLE, MD | CRD 158214 |
| PLAN FINANCIAL → | RIA / FO | $195M | FRESNO, CA | CRD 44960 |
| AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC → | RIA / FO | $195M | CRYSTAL LAKE, IL | CRD 147376 |
| FORT STREET ASSET MANAGEMENT LLC → | RIA / FO | $195M | HONOLULU, HI | CRD 305446 |
| RMR WEALTH MANAGEMENT → | RIA / FO | $195M | NEW YORK, NY | CRD 152266 |
| WESTMARK WEALTH MANAGEMENT → | RIA / FO | $195M | PHOENIX, AZ | CRD 334109 |
| INDEPENDENT WEALTH ADVISORS, LLC → | RIA / FO | $195M | CARY, NC | CRD 328786 |
| NORTHSTAR FINANCIAL ADVISORS, INC. → | RIA / FO | $195M | – | CRD 124194 |
| MONTERONE PARTNERS LLP → | RIA / FO | $195M | LONDON | CRD 285926 |
| FEG CURIO INVESTMENT PARTNERS, LLC → | RIA / FO | $195M | CINCINNATI, OH | CRD 323497 |
| EMERGENT FINANCIAL SERVICES, LLC. → | RIA / FO | $195M | CHARLOTTESVILLE, VA | CRD 288434 |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC → | RIA / FO | $195M | MILWAUKEE, WI | CRD 298155 |
| FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC → | RIA / FO | $195M | MOBILE, AL | CRD 168390 |
| COLUMBIA RIVER FINANCIAL GROUP → | RIA / FO | $195M | VANCOUVER, WA | CRD 288539 |
| OHIGGINS ASSET MANAGEMENT INC → | RIA / FO | $195M | – | CRD 107194 |
| BRIGHT PATH SPORTS PARTNERS, LLC → | RIA / FO | $195M | CLEVELAND, OH | CRD 327730 |
| CAMBRIDGE CAPE COD ADVISORS, LLC → | RIA / FO | $195M | SANDWICH, MA | CRD 133301 |
| ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC → | RIA / FO | $195M | ARLINGTON, VA | CRD 312292 |
| ALPHA DNA INVESTMENT MANAGEMENT → | RIA / FO | $195M | COLUMBIA, MD | CRD 288198 |
| MICHAEL TRAXLER WEALTH MANAGEMENT, LLC → | RIA / FO | $195M | NEW PRAGUE, MN | CRD 285427 |
| SENSIBLE PORTFOLIOS, LLC → | RIA / FO | $195M | – | CRD 121045 |
| AMUNI FINANCIAL, INC. → | RIA / FO | $195M | ST PETERSBURG, FL | CRD 8365 |
| AEREF MANAGEMENT, LLC → | RIA / FO | $194M | NEW YORK, NY | CRD 322495 |
| LIBERTY FINANCIAL GROUP, INC. → | RIA / FO | $194M | ELM GROVE, WI | CRD 111272 |
| ACCORD EQUITY ADVISORS LLC → | RIA / FO | $194M | SAN FRANCISCO, CA | CRD 166977 |
| DRUM HILL CAPITAL, LLC → | RIA / FO | $194M | WESTPORT, CT | CRD 123359 |
| NEIL JESANI WEALTH MANAGEMENT → | RIA / FO | $194M | SUNRISE, FL | CRD 322345 |
| WACONA CAPITAL, LLC → | RIA / FO | $194M | CHARLOTTESVILLE, VA | CRD 331836 |
| TOWNSEND WEALTH MANAGEMENT → | RIA / FO | $194M | COLUMBUS, GA | CRD 126241 |
| INNOVATIVE ADVISORY GROUP → | RIA / FO | $194M | LEXINGTON, MA | CRD 146618 |
| T.T.G. FINANCIAL, INC. → | RIA / FO | $194M | CANTON, OH | CRD 129004 |
| CAPITAL AND PLANNING, LLC → | RIA / FO | $194M | JONESBORO, GA | CRD 321104 |
| INTEGRITY WEALTH PARTNERS, LLC → | RIA / FO | $194M | WALNUT CREEK, CA | CRD 167314 |
| TETLEY INVESTMENTS, LLC → | RIA / FO | $194M | PARK RIDGE, IL | CRD 164130 |
| BUCKLEY CAPITAL ADVISORS, LLC → | RIA / FO | $194M | MIAMI BEACH, FL | CRD 268818 |
| EMETH VALUE CAPITAL, LLC → | RIA / FO | $194M | NEW ORLEANS, LA | CRD 310696 |
| MWS CAPITAL CONSULTANTS LLC → | RIA / FO | $194M | CHICAGO, IL | CRD 125061 |
| MORGENS, WATERFALL, VINTIADIS & COMPANY, INC. → | RIA / FO | $194M | NEW YORK, NY | CRD 108692 |
| D. M. BRENNER, INC. → | RIA / FO | $194M | SOLANA BEACH, CA | CRD 134398 |
| XPV MANAGEMENT LLC → | RIA / FO | $194M | EL SEGUNDO, CA | CRD 322445 |