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 12401–12500 (page 125 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| THREE SIXTY WEALTH MANAGEMENT, LLC → | RIA / FO | $190M | BLOOMINGTON, IL | CRD 301007 |
| FINANCIAL HORIZONS, INC. → | RIA / FO | $190M | – | CRD 110741 |
| BLUEPRINT WEALTH MANAGEMENT INC. → | RIA / FO | $190M | ELLICOTT CITY, MD | CRD 325099 |
| PACIFIC VALUE, LLC → | RIA / FO | $190M | BOISE, ID | CRD 147086 |
| CONCEPTUAL FINANCIAL ADVISORS, LLC → | RIA / FO | $190M | APPLETON, WI | CRD 167513 |
| T&T CAPITAL MANAGEMENT → | RIA / FO | $190M | – | CRD 158407 |
| HARBOUR FINANCIAL RESOURCES, LTD → | RIA / FO | $190M | SKOKIE, IL | CRD 110261 |
| ROCKWOOD EQUITY PARTNERS LLC → | RIA / FO | $190M | DENVER, CO | CRD 163846 |
| CONTINENTAL ADVISORS LLC → | RIA / FO | $190M | – | CRD 109788 |
| SIGNET PRIVATE WEALTH, LLC → | RIA / FO | $190M | CHICAGO, IL | CRD 290029 |
| FINANCIAL INDEPENDENCE ADVISORS, LLC → | RIA / FO | $190M | JACKSONVILLE, FL | CRD 317193 |
| CALVERT WEALTH MANAGEMENT, INC. → | RIA / FO | $190M | DUNKIRK, MD | CRD 115639 |
| OM ADVISERS LP → | RIA / FO | $189M | SUMMIT, NJ | CRD 309024 |
| SOLUTIONS 4 WEALTH → | RIA / FO | $189M | SOUTHLAKE, TX | CRD 143248 |
| XCEPTION FAMILY OFFICE → | RIA / FO | $189M | ATLANTA, GA | CRD 338122 |
| PROCURE ETFS → | RIA / FO | $189M | – | CRD 297134 |
| DAYTONA STREET CAPITAL → | RIA / FO | $189M | SAINT LOUIS, MO | CRD 316666 |
| ODYSSEY CAPITAL ADVISORS INC. → | RIA / FO | $189M | BALA CYNWYD, PA | CRD 299034 |
| FINANCIAL STRATEGIES GROUP → | RIA / FO | $189M | FARGO, ND | CRD 122030 |
| BLUEROCK CREDIT FUND ADVISOR, LLC → | RIA / FO | $189M | NEW YORK, NY | CRD 291770 |
| HARA CAPITAL LLC → | RIA / FO | $189M | – | CRD 315108 |
| ARGOSY-LIONBRIDGE MANAGEMENT, LLC → | RIA / FO | $189M | WAYNE, PA | CRD 325413 |
| CFS WEALTH MANAGEMENT → | RIA / FO | $189M | MACON, GA | CRD 135579 |
| ELM3 FINANCIAL GROUP, LLC → | RIA / FO | $189M | ALPHARETTA, GA | CRD 140594 |
| RIDGELINE WEALTH ADVISORS, LLC. → | RIA / FO | $189M | RALEIGH, NC | CRD 284843 |
| BLEDSOE ASSET MANAGEMENT, LLC → | RIA / FO | $189M | PHOENIX, AZ | CRD 145943 |
| HAMILTON MANOR & ASSOCIATES → | RIA / FO | $189M | LA JOLLA, CA | CRD 155865 |
| KRS CAPITAL MANAGEMENT, LLC → | RIA / FO | $189M | BLOOMFIELD HILLS, MI | CRD 142928 |
| AZARIAS CAPITAL MANAGEMENT, L.P. → | RIA / FO | $189M | WESTCHESTER, PA | CRD 174466 |
| SEED WEALTH MANAGEMENT, INC. → | RIA / FO | $189M | – | CRD 171920 |
| UNION SQUARE CAPITAL PARTNERS, LLC → | RIA / FO | $189M | KENNETT SQUARE, PA | CRD 288708 |
| PILE WEALTH MANAGEMENT → | RIA / FO | $189M | INDIANAPOLIS, IN | CRD 111536 |
| HAHN FINANCIAL GROUP → | RIA / FO | $189M | SIOUX FALLS, SD | CRD 169787 |
| MCCULLEY FINANCIAL GROUP, LLC → | RIA / FO | $189M | WESTCHESTER, IL | CRD 154891 |
| IVY LEAGUE FINANCIAL ADVISORS LLC → | RIA / FO | $189M | ROCKVILLE, MD | CRD 119145 |
| ORVIETO PARTNERS, L.P. → | RIA / FO | $189M | BOSTON, MA | CRD 313475 |
| SILER WEALTH MANAGEMENT → | RIA / FO | $189M | LONGWOOD, FL | CRD 108682 |
| HIGHROAD WEALTH ADVISORS, LLC → | RIA / FO | $189M | COOS BAY, OR | CRD 331566 |
| AMICORP WEALTH SERVICES → | RIA / FO | $189M | MIAMI, FL | CRD 319247 |
| WRIGHT WEALTH LLC → | RIA / FO | $188M | ATLANTA, GA | CRD 321215 |
| WILSHIRE QUINN CAPITAL, INC. → | RIA / FO | $188M | SAN DIEGO, CA | CRD 148012 |
| TRAILHEAD PLANNERS, LLC → | RIA / FO | $188M | EDINA, MN | CRD 284610 |
| BRISTLECONE VALUE PARTNERS, LLC → | RIA / FO | $188M | LOS ANGELES, CA | CRD 128117 |
| VINE CAPITAL MANAGEMENT, LLC → | RIA / FO | $188M | – | CRD 269894 |
| COLARION → | RIA / FO | $188M | MOUNTAIN BROOK, AL | CRD 284588 |
| TIMBER POINT CAPITAL MANAGEMENT → | RIA / FO | $188M | WHITE PLAINS, NY | CRD 307366 |
| MÉTIER CAPITAL, LLC → | RIA / FO | $188M | – | CRD 329009 |
| CROSS STATE FINANCIAL GROUP LLC → | RIA / FO | $188M | ALBUQUERQUE, NM | CRD 282011 |
| FRANK FINANCIAL ADVISORS → | RIA / FO | $188M | CARLSBAD, CA | CRD 147537 |
| BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC → | RIA / FO | $188M | CINCINNATI, OH | CRD 328496 |
| FINANCIAL CONSULTANTS GROUP INC → | RIA / FO | $188M | CUMMING, GA | CRD 108062 |
| ARCA INVESTMENT MANAGEMENT, LLC → | RIA / FO | $188M | MARINA DEL REY, CA | CRD 298298 |
| KFG, LLC → | RIA / FO | $188M | RAPID CITY, SD | CRD 337331 |
| HERITAGE FINANCIAL ADVISORS, LLC → | RIA / FO | $188M | WATERVILLE, OH | CRD 154955 |
| FINSYM PARTNERS, LLC → | RIA / FO | $188M | – | CRD 153712 |
| SHADOWFALL CAPITAL & RESEARCH LLP → | RIA / FO | $188M | LONDON | CRD 300174 |
| THE WESTCHESTER GROUP, LLC → | RIA / FO | $188M | – | CRD 288959 |
| PACTOLUS → | RIA / FO | $188M | VIENNA, VA | CRD 155195 |
| SADDLEROCK CAPITAL MANAGEMENT LLC → | RIA / FO | $188M | NEW YORK, NY | CRD 330801 |
| LIFTPOINT FAMILY WEALTH ADVISORS, LLC → | RIA / FO | $188M | FAR HILLS, NJ | CRD 337973 |
| LANX MANAGEMENT, LLC → | RIA / FO | $188M | WHITE PLAINS, NY | CRD 138305 |
| REDSTONE WEALTH MANAGEMENT, LLC → | RIA / FO | $188M | OKLAHOMA CITY, OK | CRD 311525 |
| ROTHWELL INVESTMENT ADVISORS → | RIA / FO | $188M | SALEM, MA | CRD 337504 |
| WALL STREET FINANCIAL GROUP, INC. → | RIA / FO | $188M | CARLINVILLE, IL | CRD 289051 |
| COLMAN KNIGHT ADVISORY GROUP, LLC → | RIA / FO | $188M | ACTON, MA | CRD 119696 |
| SFG WEALTH ADVISORS, LLC → | RIA / FO | $188M | TAMPA, FL | CRD 307368 |
| FINARC INVESTMENTS, INC. → | RIA / FO | $188M | NORWOOD, MA | CRD 166571 |
| STEELE STREET PRIVATE WEALTH MANAGEMENT → | RIA / FO | $188M | DENVER, CO | CRD 299856 |
| INFINITI WEALTH MANAGEMENT → | RIA / FO | $187M | BREWSTER, NY | CRD 127216 |
| QUANTITATIVE ASSET MANAGEMENT, LLC → | RIA / FO | $187M | MINNETONKA, MN | CRD 143279 |
| TOPTURN CAPITAL, LLC → | RIA / FO | $187M | CARMEL, CA | CRD 151464 |
| JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC → | RIA / FO | $187M | AMMON, ID | CRD 315237 |
| GAGNON ADVISORS → | RIA / FO | $187M | NEW YORK, NY | CRD 161697 |
| COMPREHENSIVE FINANCIAL CONSULTANTS → | RIA / FO | $187M | CICERO, IN | CRD 310603 |
| HARBOR ASSET PLANNING, INC. → | RIA / FO | $187M | – | CRD 144944 |
| HELMSMAN FINANCIAL GROUP, LLC → | RIA / FO | $187M | WOODINVILLE, WA | CRD 113780 |
| WARD & ASSOCIATES → | RIA / FO | $187M | SAN DIEGO, CA | CRD 107878 |
| BANCREEK CAPITAL ADVISORS, LLC → | RIA / FO | $187M | SANTA MONICA, CA | CRD 328736 |
| ADVICE & PLANNING SERVICES LLC → | RIA / FO | $187M | YOUNGWOOD, PA | CRD 283626 |
| SEAF → | RIA / FO | $187M | WASHINGTON, DC | CRD 161539 |
| ERISA ADVISERS, INC. → | RIA / FO | $187M | BRENTWOOD, TN | CRD 170487 |
| FJELL CAPITAL → | RIA / FO | $187M | FARGO, ND | CRD 327541 |
| SECURE PLANNING → | RIA / FO | $187M | PORTSMOUTH, NH | CRD 42179 |
| PUBLIC EQUITY PARTNERS → | RIA / FO | $187M | – | CRD 126765 |
| BLUE DOOR ASSET MANAGEMENT, LLC → | RIA / FO | $187M | STAMFORD, CT | CRD 314457 |
| ELIOT FINKEL INVESTMENT COUNSEL, LLC → | RIA / FO | $187M | BEVERLY HILLS, CA | CRD 104695 |
| ALPHA OMEGA FINANCIAL → | RIA / FO | $187M | – | CRD 314289 |
| DUTCH ASSET CORPORATION → | RIA / FO | $187M | SELKIRK, NY | CRD 170884 |
| PICEA CAPITAL LLC → | RIA / FO | $187M | MIAMI, FL | CRD 307775 |
| WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. → | RIA / FO | $187M | LEXINGTON, KY | CRD 289163 |
| ASL FINANCIAL, LLC → | RIA / FO | $187M | LOS GATOS, CA | CRD 115479 |
| DAVID P. GILLIAM & ASSOCIATES, INC. → | RIA / FO | $187M | MUNCIE, IN | CRD 285515 |
| 365 WEALTH MANAGEMENT GROUP → | RIA / FO | $187M | MASON, OH | CRD 314674 |
| SLOY DAHL & HOLST HOLDINGS, INC → | RIA / FO | $187M | VANCOUVER, WA | CRD 310107 |
| SPECIALIZED RETIREMENT CONSULTANTS LLC → | RIA / FO | $187M | – | CRD 317027 |
| ADVOCATE INVESTING SERVICES → | RIA / FO | $187M | WOODBINE, MD | CRD 273035 |
| ALVIN CLAY FINANCIAL ADVISORS, LLC → | RIA / FO | $187M | JENKINTOWN, PA | CRD 226655 |
| BLOCK WEALTH MANAGEMENT, INC → | RIA / FO | $186M | – | CRD 146042 |
| ACCORDANT INVESTMENTS LLC → | RIA / FO | $186M | SCOTTSDALE, AZ | CRD 325678 |
| RETIREMENT ADVISORS, LLC → | RIA / FO | $186M | DALLAS, TX | CRD 147701 |