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 12501–12600 (page 126 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ELIOT ROSE WEALTH MANAGEMENT, LLC → | RIA / FO | $186M | PROVIDENCE, RI | CRD 120465 |
| CEF ADVISORS → | RIA / FO | $186M | – | CRD 115562 |
| PRECISE INVESTMENT MANAGEMENT, INC. → | RIA / FO | $186M | HIGHLAND PARK, IL | CRD 282557 |
| WINTHROP PARTNERS - WNY, LLC → | RIA / FO | $186M | BUFFALO, NY | CRD 282100 |
| AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC → | RIA / FO | $186M | NEW YORK, NY | CRD 328406 |
| GRANITE FINANCIAL GROUP → | RIA / FO | $186M | BROOKFIELD, WI | CRD 168675 |
| FIRST ANALYSIS CAPITAL MANAGEMENT LLC → | RIA / FO | $186M | CHICAGO, IL | CRD 161373 |
| MERITED WEALTH, LLC → | RIA / FO | $186M | NORTH BAY VILLAGE, FL | CRD 299549 |
| EAGLE INVESTMENT ADVISORS → | RIA / FO | $186M | DOWNINGTOWN, PA | CRD 144094 |
| TOTAL WEALTH SERVICES, LLC → | RIA / FO | $186M | WESTLAKE VILLAGE, CA | CRD 331833 |
| GIBSON WEALTH ADVISORS, LLC → | RIA / FO | $186M | – | CRD 285077 |
| VIGIL WEALTH MANAGEMENT, LLC → | RIA / FO | $186M | PONTE VEDRA BEACH, FL | CRD 299619 |
| RIDGE CAPITAL MANAGEMENT, LLC → | RIA / FO | $186M | JOHN CREEK, GA | CRD 127200 |
| HILLSPRING FINANCIAL, INC. → | RIA / FO | $186M | SURPRISE, AZ | CRD 113938 |
| SCHRUM PRIVATE WEALTH MANAGEMENT, LLC → | RIA / FO | $186M | SAINT AUGUSTINE, FL | CRD 312164 |
| RETIREMENT FINANCIAL GROUP, LLC → | RIA / FO | $186M | BEAUMONT, TX | CRD 322692 |
| HUDSON PORTFOLIO MANAGEMENT LLC → | RIA / FO | $186M | GARRISON, NY | CRD 130021 |
| OAK CAPITAL ADVISORS → | RIA / FO | $186M | – | CRD 161316 |
| THE KOCEN FINANCIAL GROUP, INC. → | RIA / FO | $186M | RANCHO MIRAGE, CA | CRD 112129 |
| GRATIA CAPITAL, LLC → | RIA / FO | $186M | LOS ANGELES, CA | CRD 163876 |
| LIFETIME WEALTH MANAGEMENT, LLC → | RIA / FO | $186M | – | CRD 147482 |
| LIBERTY ATLANTIC ADVISORS → | RIA / FO | $186M | FLORENCE | CRD 327738 |
| DIAMOND CLIENT GROUP, LLC → | RIA / FO | $186M | THE WOODLANDS, TX | CRD 310570 |
| S.F. EHRLICH ASSOCIATES, INC. → | RIA / FO | $186M | CRANFORD, NJ | CRD 121356 |
| ASH INVESTMENT PARTNERS, LLC → | RIA / FO | $186M | ATLANTA, GA | CRD 322109 |
| DOHENY ASSET MANAGEMENT, L.L.C. → | RIA / FO | $186M | LOS ANGELES, CA | CRD 106434 |
| FIRST MASON FINANCIAL, LLC → | RIA / FO | $186M | MEDINA, OH | CRD 145025 |
| SEVEN SIX CAPITAL MANAGEMENT, LLC → | RIA / FO | $186M | NEW YORK, NY | CRD 299257 |
| LARSON FINANCIAL PLANNING INC. → | RIA / FO | $186M | – | CRD 155671 |
| DELOS CAPITAL ADVISORS → | RIA / FO | $186M | DALLAS, TX | CRD 300734 |
| ARCHER POINTE WEALTH MANAGEMENT, LLC → | RIA / FO | $186M | DAVIS, CA | CRD 308777 |
| CROWN POINT WEALTH ADVISORS → | RIA / FO | $186M | HOOD RIVER, OR | CRD 322424 |
| NILES INVESTMENT MANAGEMENT, LLC → | RIA / FO | $185M | PLANTATION, FL | CRD 329384 |
| HOFFMAN CAPITAL ADVISORS LLC → | RIA / FO | $185M | CRANBERRY TWP, PA | CRD 287766 |
| NETWORTH ADVISORS, LLC → | RIA / FO | $185M | CANONSBURG, PA | CRD 311621 |
| AHARA ADVISORS → | RIA / FO | $185M | JERSEY CITY, NJ | CRD 312385 |
| GUILD INVESTMENT MANAGEMENT, INC. → | RIA / FO | $185M | WESTLAKE VILLAGE, CA | CRD 108390 |
| MEADOWBROOK INVESTMENT ADVISORS LLC → | RIA / FO | $185M | LIVONIA, MI | CRD 109960 |
| EMISSARY WEALTH → | RIA / FO | $185M | HACKENSACK, NJ | CRD 308002 |
| BOON CAPITAL ADVISORS LLC → | RIA / FO | $185M | NORTHBROOK, IL | CRD 174016 |
| JACKSON AVENUE, LLC → | RIA / FO | $185M | – | CRD 158854 |
| HALBERSTADT FINANCIAL CONSULTANTS INC → | RIA / FO | $185M | PRINCETON, NJ | CRD 109462 |
| STRATEGIC ADVISORY SERVICES, L.L.C. → | RIA / FO | $185M | HOUSTON, TX | CRD 108706 |
| SCHWARZ INVESTMENT PARTNERS → | RIA / FO | $185M | SILVER LAKE, KS | CRD 113556 |
| BRINDLE & BAY FINANCIAL ADVISORS, LLC → | RIA / FO | $185M | FRISCO, TX | CRD 291747 |
| PCB CAPITAL LLC → | RIA / FO | $185M | EAST BRUNSWICK, NJ | CRD 309784 |
| TORREY-PAYNE WEALTH MANAGEMENT → | RIA / FO | $185M | PASADENA, CA | CRD 336703 |
| LOGIC WEALTH MANAGEMENT, LLC → | RIA / FO | $185M | PASADENA, CA | CRD 153453 |
| VANHEEL MANAGEMENT LIMITED → | RIA / FO | $185M | HONG KONG S.A.R. | CRD 282064 |
| SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST → | RIA / FO | $185M | STERLING HEIGHTS, MI | CRD 126570 |
| VISION ONE MANAGEMENT PARTNERS, LP → | RIA / FO | $185M | MIAMI, FL | CRD 316551 |
| STATERA WEALTH MANAGEMENT → | RIA / FO | $185M | ST. GEORGE, UT | CRD 333710 |
| GREENWAY WEALTH ADVISORS, LLC → | RIA / FO | $185M | CHARLOTTE, NC | CRD 290727 |
| WYNNEFIELD CAPITAL, INC. → | RIA / FO | $185M | NEW YORK, NY | CRD 157604 |
| STORGATE, LLC → | RIA / FO | $184M | – | CRD 334632 |
| AVAIL INVESTMENT PARTNERS, LLC → | RIA / FO | $184M | LEMONT, PA | CRD 315678 |
| SELKIRK WEALTH ADVISORS, LLC → | RIA / FO | $184M | SPOKANE, WA | CRD 173605 |
| RED MOUNTAIN FINANCIAL, LLC → | RIA / FO | $184M | FORT COLLINS, CO | CRD 277100 |
| RIVERTREE ADVISORS, LLC → | RIA / FO | $184M | WINTER PARK, FL | CRD 168065 |
| CYPRESS POINT CAPITAL MANAGEMENT, LLC → | RIA / FO | $184M | – | CRD 167195 |
| THE WORLEY BANKS GROUP, LLC → | RIA / FO | $184M | CREVE COEUR, MO | CRD 306890 |
| EQUITY ARMOR INVESTMENTS → | RIA / FO | $184M | CHICAGO, IL | CRD 156327 |
| MADRID RETIREMENT ADVISORS → | RIA / FO | $184M | MANHATTAN BEACH, CA | CRD 172464 |
| FIFTH ERA PARTNERS LP → | RIA / FO | $184M | – | CRD 316750 |
| GLOBAL WEALTH MANAGEMENT, L.C. → | RIA / FO | $184M | DEERFIELD BEACH, FL | CRD 150743 |
| LONGEVITY CAPITAL MANAGEMENT → | RIA / FO | $184M | THOUSAND OAKS, CA | CRD 328283 |
| COOPER FINANCIAL SERVICES, INC. → | RIA / FO | $184M | SHELTON, CT | CRD 104671 |
| ATLAS INVESTMENT ADVISORS → | RIA / FO | $184M | ALPHARETTA, GA | CRD 324861 |
| AUTHENTIKOS WEALTH ADVISORY LLC → | RIA / FO | $184M | MORGAN HILL, CA | CRD 286646 |
| OCTAGON FINANCE LLC → | RIA / FO | $184M | CHARLOTTESVILLE, VA | CRD 289850 |
| GLL INVESTORS → | RIA / FO | $184M | CHICAGO, IL | CRD 161830 |
| NVERSES CAPITAL, LLC → | RIA / FO | $184M | WELLINGTON, FL | CRD 323291 |
| HIGH PINES WEALTH MANAGEMENT LLC → | RIA / FO | $184M | DUXBURY, MA | CRD 285191 |
| ALPENGLOBAL CAPITAL, LLC → | RIA / FO | $184M | – | CRD 140186 |
| KITTYHAWK VENTURES, LLC → | RIA / FO | $184M | LOS ANGELES, CA | CRD 290082 |
| X CUBED CAPITAL MANAGEMENT LLC → | RIA / FO | $184M | MINNEAPOLIS, MN | CRD 313966 |
| TRYPERION MANAGER LLC → | RIA / FO | $184M | BEVERLY HILLS, CA | CRD 329349 |
| BULLSEYE ASSET MANAGEMENT LLC → | RIA / FO | $184M | DENVER, CO | CRD 153990 |
| SHOTWELL RUTTER BAER INC → | RIA / FO | $184M | LANSING, MI | CRD 122789 |
| BRAZOS WEALTH ADVISORS LLC → | RIA / FO | $184M | FORT WORTH, TX | CRD 323508 |
| VINCIMUS CAPITAL, LLC → | RIA / FO | $184M | MALIBU, CA | CRD 321865 |
| EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC → | RIA / FO | $184M | GREENWICH, CT | CRD 328508 |
| BARDEN CAPITAL MANAGEMENT, INC. → | RIA / FO | $184M | – | CRD 141769 |
| SLEDGE AND COMPANY WEALTH ADVISORS → | RIA / FO | $183M | HIGH POINT, NC | CRD 336314 |
| OPEN DOOR INVESTMENT MANAGEMENT LTD. → | RIA / FO | $183M | SAN FRANCISCO, CA | CRD 159123 |
| HOFFMAN, ALAN N. INVESTMENT MANAGEMENT → | RIA / FO | $183M | – | CRD 109454 |
| MAGNOLIA WEALTH MANAGEMENT LLC → | RIA / FO | $183M | DOTHAN, AL | CRD 297598 |
| ELEVATE CAPITAL ADVISORS → | RIA / FO | $183M | EAGLE, CO | CRD 288190 |
| JLENS → | RIA / FO | $183M | NEW YORK, NY | CRD 331778 |
| ECONOLOGICS FINANCIAL ADVISORS → | RIA / FO | $183M | LARGO, FL | CRD 125738 |
| J.M. ARBOUR, LLC → | RIA / FO | $183M | GARDINER, ME | CRD 313352 |
| SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC → | RIA / FO | $183M | TAMPA, FL | CRD 187519 |
| TIDE COVE CAPITAL PARTNERS LLC → | RIA / FO | $183M | – | CRD 327373 |
| MILLER, GESKO & COMPANY INC. → | RIA / FO | $183M | BUFFALO, NY | CRD 109671 |
| WILLIAMSON LEGACY GROUP, LLC → | RIA / FO | $183M | – | CRD 318629 |
| NARDIS ADVISORS LLC → | RIA / FO | $183M | – | CRD 151517 |
| HOFFMANN HERMANSON → | RIA / FO | $183M | DENVER, CO | CRD 130484 |
| GEORGE M. HILLER COMPANIES, LLC → | RIA / FO | $183M | ATLANTA, GA | CRD 112409 |
| WALTON FINANCIAL → | RIA / FO | $183M | BIRMINGHAM, AL | CRD 331634 |
| ALTAMONT WEALTH MANAGEMENT, INC. → | RIA / FO | $183M | LIVERMORE, CA | CRD 136031 |