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 12301–12400 (page 124 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ONE WEALTH INVESTORS → | RIA / FO | $193M | BOCA RATON, FL | CRD 288030 |
| SANDIA WEALTH MANAGEMENT, LLC → | RIA / FO | $193M | ALBUQUERQUE, NM | CRD 159402 |
| PINE HAVEN INVESTMENT COUNSEL, INC. → | RIA / FO | $193M | – | CRD 129365 |
| FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $193M | CINCINNATI, OH | CRD 291484 |
| KAZAZIAN ASSET MANAGEMENT, LLC → | RIA / FO | $193M | FORT LAUDERDALE, FL | CRD 328433 |
| STONECREEK PRIVATE WEALTH, LLC → | RIA / FO | $193M | – | CRD 323473 |
| RETIREMENT PLAN FIDUCIARIES, LLC → | RIA / FO | $193M | – | CRD 161137 |
| KASTEL CAPITAL ADVISORS, LLC → | RIA / FO | $193M | WELLESLEY, MA | CRD 226520 |
| BALANCED ROCK INVESTMENT ADVISORS → | RIA / FO | $193M | ROSLINDALE, MA | CRD 157424 |
| 3 FACTOR INDEXING, LLC → | RIA / FO | $193M | – | CRD 160356 |
| JANUARY CAPITAL ADVISORS LLC → | RIA / FO | $193M | SAN FRANCISCO, CA | CRD 177514 |
| RMDR ADVISORS, INC. → | RIA / FO | $193M | – | CRD 118473 |
| ELEMENTAL CAPITAL PARTNERS LLC → | RIA / FO | $193M | – | CRD 283897 |
| HINCHLEY ADVISORY GROUP, LLC → | RIA / FO | $193M | CENTENNIAL, CO | CRD 157860 |
| WILLNER & HELLER LLC → | RIA / FO | $193M | ENCINO, CA | CRD 135406 |
| EAST GUILFORD FINANCIAL SERVICES LLC → | RIA / FO | $193M | MADISON, CT | CRD 127481 |
| TERRA ALPHA INVESTMENTS LLC → | RIA / FO | $193M | WASHINGTON, DC | CRD 288690 |
| CAPE ANN CAPITAL, INC. → | RIA / FO | $193M | CONCORD, MA | CRD 128942 |
| KINZIE CAPITAL PARTNERS → | RIA / FO | $193M | CHICAGO, IL | CRD 305445 |
| WICKHAM FINANCIAL & INSURANCE SERVICES → | RIA / FO | $193M | MARIETTA, GA | CRD 307299 |
| HIGH POINT WEALTH MANAGEMENT, LLC → | RIA / FO | $193M | CHESTER, NJ | CRD 147111 |
| BAYBRIDGE CAPITAL GROUP, LLC → | RIA / FO | $193M | LIVERMORE, CA | CRD 284867 |
| ACON INVESTMENTS MANAGEMENT, LLC → | RIA / FO | $193M | WASHINGTON, DC | CRD 162033 |
| FULCRUM WEALTH MANAGEMENT → | RIA / FO | $193M | PLANO, TX | CRD 159099 |
| SETCHFIELD ASSET MANAGEMENT → | RIA / FO | $193M | BRADENTON, FL | CRD 113289 |
| ARCADIA FUNDS → | RIA / FO | $193M | BURLINGTON, MA | CRD 166087 |
| FALCON BRIDGE CAPITAL → | RIA / FO | $193M | OAKLAND, CA | CRD 156661 |
| THOMAS LEO ADVISORY, LLC → | RIA / FO | $193M | MINNEAPOLIS, MN | CRD 159271 |
| NUMA → | RIA / FO | $193M | MIAMI, FL | CRD 164602 |
| DAVIS PRIVATE WEALTH, LLC → | RIA / FO | $193M | ROYAL PALM BEACH, FL | CRD 285952 |
| MOZAYYX MANAGEMENT LLC → | RIA / FO | $193M | AUSTIN, TX | CRD 334468 |
| GRIZZLYROCK CAPITAL, LLC → | RIA / FO | $193M | CHICAGO, IL | CRD 226650 |
| TAILWINDS WEALTH, LLC → | RIA / FO | $193M | VADNAIS HEIGHTS, MN | CRD 322924 |
| QUANTSTREET CAPITAL → | RIA / FO | $193M | – | CRD 316095 |
| BLUE WATER LIFE SCIENCE ADVISORS, LP → | RIA / FO | $193M | – | CRD 306450 |
| FINANCIAL ELEMENTS, INC → | RIA / FO | $193M | ROLLING MEADOWS, IL | CRD 148557 |
| DEL-SETTE CAPITAL MANAGEMENT, LLC → | RIA / FO | $193M | SCHENECTADY, NY | CRD 159052 |
| CADIA PRIVATE CLIENT LLC → | RIA / FO | $193M | PARSIPPANY, NJ | CRD 337400 |
| EXCEL CAPITAL MANAGEMENT CORP → | RIA / FO | $193M | WARREN, NJ | CRD 109229 |
| SOUTHERN CAPITAL SERVICES INC → | RIA / FO | $192M | DAPHNE, AL | CRD 105582 |
| CIG ASSET MANAGEMENT, INC. → | RIA / FO | $192M | SOUTHFIELD, MI | CRD 123609 |
| GREENSHIELDS CAPITAL LLC → | RIA / FO | $192M | EL SEGUNDO, CA | CRD 284814 |
| PARK STATE ASSET MANAGEMENT LLC → | RIA / FO | $192M | BEVERLY, MA | CRD 336573 |
| HAMPTON ROCK WEALTH MANAGEMENT → | RIA / FO | $192M | AUSTIN, TX | CRD 331682 |
| BLUEHEEL LLC → | RIA / FO | $192M | DALLAS, TX | CRD 331771 |
| THE ARCHER CONSULTING GROUP, LLC → | RIA / FO | $192M | THIBODAUX, LA | CRD 156062 |
| OAK TREE INVESTMENT ADVISORS → | RIA / FO | $192M | PITTSBURGH, PA | CRD 111095 |
| GREGORY LYLE & CO. → | RIA / FO | $192M | – | CRD 113683 |
| VINES CAPITAL MANAGEMENT, LLC → | RIA / FO | $192M | MONROE, LA | CRD 298727 |
| DESERT ROSE CAPITAL MANAGEMENT, INC. → | RIA / FO | $192M | MERIDIAN, ID | CRD 154331 |
| BELMONT PRIVATE WEALTH → | RIA / FO | $192M | – | CRD 331436 |
| SPURSTONE → | RIA / FO | $192M | HIGGANUM, CT | CRD 284158 |
| INVESTORS MOSAIC → | RIA / FO | $192M | – | CRD 168619 |
| SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC → | RIA / FO | $192M | SOUTHPORT, CT | CRD 146270 |
| INCOMPASS FINANCIAL PARTNERS, LLC → | RIA / FO | $192M | ALPHARETTA, GA | CRD 318227 |
| CLS FINANCIAL ADVISORS, INC. → | RIA / FO | $192M | PORTLAND, OR | CRD 152892 |
| PIERSON WEALTH MANAGEMENT → | RIA / FO | $192M | ATLANTA, GA | CRD 293206 |
| PETTEE INVESTORS INC → | RIA / FO | $192M | ROWAYTON, CT | CRD 105553 |
| FIRST AMERICAN ASSET ADVISORY, LLC → | RIA / FO | $192M | GARDEN CITY, NY | CRD 282254 |
| FIVE PINE WEALTH → | RIA / FO | $192M | COEUR D'ALENE, ID | CRD 317657 |
| K2 FINANCIAL INC. → | RIA / FO | $192M | GLENDORA, CA | CRD 300913 |
| OLD ROCK ASSET MANAGEMENT LLC → | RIA / FO | $192M | – | CRD 145748 |
| SANCTUARY ADVISORS → | RIA / FO | $192M | DENVER, CO | CRD 285428 |
| PHORCYS CAPITAL PARTNERS, LLC → | RIA / FO | $191M | ALPHARETTA, GA | CRD 285635 |
| THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC → | RIA / FO | $191M | – | CRD 295193 |
| STRATEGIC ADVISORY PARTNERS → | RIA / FO | $191M | GREENSBORO, NC | CRD 314842 |
| SPINOSA WEALTH MANAGEMENT GROUP → | RIA / FO | $191M | MANDEVILLE, LA | CRD 170903 |
| VARIADIC LLC → | RIA / FO | $191M | NEW YORK, NY | CRD 332389 |
| AETOS CAPITAL REAL ESTATE → | RIA / FO | $191M | GREENWICH, CT | CRD 156128 |
| ARAVALLI CAPITAL MANAGEMENT LP → | RIA / FO | $191M | NEW YORK, NY | CRD 327861 |
| TOGWOTEE CIO → | RIA / FO | $191M | – | CRD 311981 |
| GUARDIAN WEALTH PARTNERS, LLC → | RIA / FO | $191M | NEW YORK, NY | CRD 310203 |
| LB PARTNERS LLC → | RIA / FO | $191M | CHARLOTTESVILLE, VA | CRD 309088 |
| OCEANSIDE ADVISORS LLC → | RIA / FO | $191M | MOUNT PLEASANT, SC | CRD 170307 |
| ANCHOR CAPITAL → | RIA / FO | $191M | ALISO VIEJO, CA | CRD 123543 |
| INVESTMENT MANAGEMENT CORPORATION → | RIA / FO | $191M | ROANOKE, VA | CRD 107246 |
| HIGH PLAINS INVESTMENT ADVISORS, INC. → | RIA / FO | $191M | LUBBOCK, TX | CRD 114404 |
| FORTHRIGHT FAMILY WEALTH ADVISORY LLC → | RIA / FO | $191M | HOUSTON, TX | CRD 304547 |
| ENZA FINANCIAL, LLC → | RIA / FO | $191M | INDEPENDENCE, OH | CRD 315827 |
| COLUMBIA RIVER ADVISORS → | RIA / FO | $191M | TACOMA, WA | CRD 154571 |
| APEX WEALTH MANAGEMENT, LLC → | RIA / FO | $191M | BEDFORD, NH | CRD 317091 |
| M83 INVESTMENT GROUP, LLC → | RIA / FO | $191M | CALABASAS, CA | CRD 332416 |
| CALUMET CAPITAL PARTNERS LLC → | RIA / FO | $191M | MIAMI, FL | CRD 318770 |
| BOWEN FINANCIAL SERVICES, LLC → | RIA / FO | $191M | MIDLOTHIAN, VA | CRD 116714 |
| DRH INVESTMENTS, INC. → | RIA / FO | $191M | THOUSAND OAKS, CA | CRD 164945 |
| D & G ADVISORY GROUP, L.L.C. → | RIA / FO | $191M | – | CRD 125055 |
| MEYER CAPITAL MANAGEMENT LLC. → | RIA / FO | $191M | CINCINNATI, OH | CRD 106904 |
| LFG WEALTH PARTNERS, LLC → | RIA / FO | $191M | ELIZABETHTOWN, KY | CRD 331339 |
| DYNAMIC WEALTH STRATEGIES, LLC → | RIA / FO | $191M | GRANITE BAY, CA | CRD 167594 |
| MASUS FINANCIAL GROUP, LTD. → | RIA / FO | $191M | BATAVIA, IL | CRD 174339 |
| WISDOM WEALTH STRATEGIES → | RIA / FO | $190M | GREENWOOD VILLAGE, CO | CRD 170230 |
| BLUESTONE PRIVATE WEALTH, LLC → | RIA / FO | $190M | CLEVELAND, OH | CRD 326055 |
| VANGUARD CAPITAL → | RIA / FO | $190M | DENVER, CO | CRD 285052 |
| LORD ABBETT FIF ADVISOR LLC → | RIA / FO | $190M | JERSEY CITY, NJ | CRD 332700 |
| AEGIS WEALTH MANAGEMENT, LLC → | RIA / FO | $190M | MAITLAND, FL | CRD 199511 |
| MJC ADVISORS, LLC → | RIA / FO | $190M | – | CRD 136839 |
| ARMADA ADVISORS → | RIA / FO | $190M | PENSACOLA, FL | CRD 150416 |
| ATEGRA CAPITAL MANAGEMENT, LLC → | RIA / FO | $190M | VIENNA, VA | CRD 164245 |
| COVE WEALTH MANAGEMENT → | RIA / FO | $190M | HOUSTON, TX | CRD 114236 |
| SILICON BEACH WEALTH, LLC → | RIA / FO | $190M | MARINA DEL REY, CA | CRD 310051 |