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 12601–12700 (page 127 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ANCHORED FINANCIAL PLANNING LLC → | RIA / FO | $183M | WEST DEPTFORD, NJ | CRD 336537 |
| OFC WEALTH MANAGEMENT → | RIA / FO | $183M | – | CRD 133846 |
| WHITE WING WEALTH MANAGEMENT, LLC → | RIA / FO | $183M | THE WOODLANDS, TX | CRD 226524 |
| GENTER ADVISORS LLC → | RIA / FO | $183M | LOS ANGELES, CA | CRD 113916 |
| MARATHON STRATEGIC ADVISORS, LLC → | RIA / FO | $183M | PITTSBURGH, PA | CRD 117108 |
| KUHN & COMPANY INVESTMENT COUNSEL, LLC → | RIA / FO | $183M | CHICAGO, IL | CRD 306434 |
| INVARIANT INVESTMENT MANAGEMENT → | RIA / FO | $183M | CAMP HILL, PA | CRD 168772 |
| SNAVELY ASSOCIATES FINANCIAL SERVICES → | RIA / FO | $183M | LEMOYNE, PA | CRD 144405 |
| GODFREY FINANCIAL ASSOCIATES, INC. → | RIA / FO | $183M | GLENMONT, NY | CRD 126189 |
| SUMMIT WEALTH GROUP, LLC → | RIA / FO | $182M | TULSA, OK | CRD 166118 |
| WOLD FINANCIAL GROUP → | RIA / FO | $182M | MENDOTA HEIGHTS, MN | CRD 316409 |
| THE PENSION GROUP → | RIA / FO | $182M | DUBLIN, OH | CRD 293819 |
| GSI CAPITAL ADVISORS LLC → | RIA / FO | $182M | NEWPORT BEACH, CA | CRD 135143 |
| CLEARVIEW WEALTH MANAGEMENT → | RIA / FO | $182M | CHARLOTTE, NC | CRD 166812 |
| RIGHTHAND CAPITAL, LLC → | RIA / FO | $182M | WEST NEWTON, MA | CRD 307517 |
| MARSH WEALTH MANAGEMENT, LLC → | RIA / FO | $182M | KNOXVILLE, TN | CRD 282111 |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC → | RIA / FO | $182M | FRISCO, TX | CRD 281593 |
| BARRETT UPTON CAPITAL PARTNERS → | RIA / FO | $182M | LAKE FOREST, IL | CRD 326104 |
| RIHO PARTNERS, LLC → | RIA / FO | $182M | – | CRD 289840 |
| FOUR TREE ISLAND ADVISORY LLC → | RIA / FO | $182M | PORTSMOUTH, NH | CRD 158851 |
| SMITH GROUP ASSET MANAGEMENT → | RIA / FO | $182M | DALLAS, TX | CRD 106301 |
| ANGELES FAMILY OFFICE → | RIA / FO | $182M | SANTA MONICA, CA | CRD 338266 |
| ALLEGIANCE FINANCIAL ADVISORS, INC. → | RIA / FO | $182M | JACKSONVILLE, FL | CRD 127293 |
| MARTIN CAPITAL ADVISORS, LLP → | RIA / FO | $182M | SAN ANTONIO, TX | CRD 108529 |
| FREESTATE ADVISORS LLC → | RIA / FO | $182M | OVERLAND PARK, KS | CRD 145800 |
| DARK HORSE ADVISORS LLC → | RIA / FO | $182M | – | CRD 312741 |
| TRILINC GLOBAL ADVISORS, LLC → | RIA / FO | $182M | MANHATTAN BEACH, CA | CRD 285161 |
| FINANCIAL PARTNERS, LLC → | RIA / FO | $182M | SANTA FE, NM | CRD 170002 |
| MRD, INC. → | RIA / FO | $182M | – | CRD 111227 |
| EMMETT INVESTMENT MANAGEMENT, LP → | RIA / FO | $182M | NEW YORK, NY | CRD 299543 |
| CANNON ADVISORS → | RIA / FO | $182M | CHARLOTTE, NC | CRD 293929 |
| EPILOG PARTNERS, LP. → | RIA / FO | $182M | BOSTON, MA | CRD 325368 |
| BRADESCO GLOBAL ADVISORS → | RIA / FO | $182M | CORAL GABLES, FL | CRD 134416 |
| U.S. WEALTH GROUP, LLC → | RIA / FO | $182M | – | CRD 141062 |
| RBP INVESTMENT ADVISORS INC. → | RIA / FO | $182M | – | CRD 137830 |
| NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C. → | RIA / FO | $182M | ALLEN, TX | CRD 152136 |
| LAKESHORE CAPITAL GROUP, INC. → | RIA / FO | $181M | ROLLING MEADOWS, IL | CRD 325609 |
| SPAHN WEALTH & RETIREMENT LLC → | RIA / FO | $181M | SCOTTSDALE, AZ | CRD 285932 |
| ENDURING WEALTH MANAGEMENT, LLC → | RIA / FO | $181M | MERIDIAN, ID | CRD 337527 |
| BALANCED FINANCIAL PLANNING, INC. → | RIA / FO | $181M | OVERLAND PARK, KS | CRD 128161 |
| RUTHERFORD ASSET PLANNING, INC. → | RIA / FO | $181M | TAMPA, FL | CRD 128036 |
| SPEAR ADVISORS LLC → | RIA / FO | $181M | – | CRD 314594 |
| FRONT PORCH FINANCIAL ADVISORY → | RIA / FO | $181M | CHARLOTTE, NC | CRD 311329 |
| PRIVATE CLIENT ASSET MANAGEMENT, INC. → | RIA / FO | $181M | MASSAPEQUA, NY | CRD 147052 |
| WAX ASSET MANAGEMENT LLC → | RIA / FO | $181M | – | CRD 157405 |
| VAUBAN WEALTH MANAGEMENT → | RIA / FO | $181M | GUAYNABO, PR | CRD 305222 |
| MURPHY CLARKE WILLIAMS & STONE LLC → | RIA / FO | $181M | MIAMI BEACH, FL | CRD 330290 |
| CREWS & ASSOCIATES, INC. → | RIA / FO | $181M | LITTLE ROCK, AR | CRD 8052 |
| CHRONOS CAPITAL ADVISORS LLC → | RIA / FO | $181M | MIAMI, FL | CRD 283639 |
| COLE WEALTH MANAGEMENT, LLC → | RIA / FO | $181M | SCOTTSDALE, AZ | CRD 134509 |
| CARRY ADVISORS LLC → | RIA / FO | $181M | BROOKLYN, NY | CRD 323620 |
| SQUARE NINE CAPITAL, LP → | RIA / FO | $181M | LOS ANGELES, CA | CRD 336297 |
| ATMOS ADVISORY, LLC → | RIA / FO | $181M | PITTSBURGH, PA | CRD 160087 |
| CORNERSTONE INVESTMENT ADVISORS, LLC → | RIA / FO | $181M | BOULDER, CO | CRD 116447 |
| SAPERSTON LEGACY ADVISORS, INC. → | RIA / FO | $181M | HAMBURG, NY | CRD 105849 |
| ELLIS FINANCIAL PLANNING → | RIA / FO | $181M | CLARKSVILLE, TN | CRD 333092 |
| HOROWITZ & COMPANY, INC. → | RIA / FO | $181M | FORT LAUDERDALE, FL | CRD 106737 |
| RICHARD BROTHERS, FINANCIAL ADVISORS → | RIA / FO | $181M | SOUTH PORTLAND, ME | CRD 113826 |
| ALPINE WOODS CAPITAL INVESTORS, LLC → | RIA / FO | $181M | PURCHASE, NY | CRD 112496 |
| PEREON WEALTH LLC → | RIA / FO | $181M | – | CRD 338908 |
| INTEGRITY CAPITAL MANAGEMENT → | RIA / FO | $181M | KINGSPORT, TN | CRD 142693 |
| CONSORTIUM BRAND PARTNERS, LLC → | RIA / FO | $181M | – | CRD 326505 |
| CYR FINANCIAL INC. → | RIA / FO | $181M | HENNEPIN, IL | CRD 277118 |
| ACCELERATED WEALTH ADVISORS LLC → | RIA / FO | $180M | COLORADO SPRINGS, CO | CRD 170022 |
| BROAD REACH CAPITAL LLC → | RIA / FO | $180M | RALEIGH, NC | CRD 144686 |
| ROXBURY FINANCIAL → | RIA / FO | $180M | MOUNT ARLINGTON, NJ | CRD 330547 |
| WOLOSHIN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $180M | MEDFORD, NJ | CRD 132346 |
| VERA LAKE CAPITAL, LLC → | RIA / FO | $180M | EDINA, MN | CRD 341142 |
| STEVEN G. BLUM AND ASSOCIATES, LLC → | RIA / FO | $180M | SWARTHMORE, PA | CRD 130807 |
| LANDER & ASSOCIATES INC → | RIA / FO | $180M | – | CRD 110703 |
| WACKER & ASSOCIATES, INC. → | RIA / FO | $180M | JACKSON, MN | CRD 159879 |
| LEWIS CAPITAL MANAGEMENT → | RIA / FO | $180M | BEVERLY HILLS, CA | CRD 133619 |
| CINTRIFUSE CAPITAL → | RIA / FO | $180M | CINCINNATI, OH | CRD 166973 |
| FLEISHER, MARTIN → | RIA / FO | $180M | – | CRD 319350 |
| VERSA CAPITAL → | RIA / FO | $180M | PHILADELPHIA, PA | CRD 157161 |
| VERSA CAPITAL → | RIA / FO | $180M | PHILADELPHIA, PA | CRD 321934 |
| 2E CAPITAL PARTNERS LP → | RIA / FO | $180M | NEW YORK, NY | CRD 334821 |
| EMBER L. FLACK, JD, CFP, CLU, CHFC → | RIA / FO | $180M | – | CRD 114269 |
| HALL CAPITAL, LLC → | RIA / FO | $180M | PASADENA, CA | CRD 153961 |
| T2 ASSET MANAGEMENT, LLC → | RIA / FO | $180M | NAPERVILLE, IL | CRD 167714 |
| KESTREL INVESTMENT MANAGEMENT CORP → | RIA / FO | $180M | SAN MATEO, CA | CRD 106789 |
| DAVENTRY GROUP LP → | RIA / FO | $180M | NEW YORK, NY | CRD 306533 |
| GOLDEN BAY ADVISORS LLC → | RIA / FO | $180M | – | CRD 166679 |
| C2C WEALTH MANAGEMENT, LLC → | RIA / FO | $180M | SCOTTSDALE, AZ | CRD 284148 |
| STIRLINGSHIRE INVESTMENTS → | RIA / FO | $180M | NEW YORK, NY | CRD 327779 |
| BEY-DOUGLAS, LLC INVESTMENT COUNSEL → | RIA / FO | $180M | MARIETTA, GA | CRD 108856 |
| GREENWOOD INVESTORS LLC → | RIA / FO | $180M | NEW YORK, NY | CRD 155088 |
| WINTER & ASSOCIATES, INC. → | RIA / FO | $180M | ST. PAUL, MN | CRD 310349 |
| KEEN CAPITAL, LTD → | RIA / FO | $180M | CHAPIN, SC | CRD 145023 |
| STIRLING FINANCIAL GROUP → | RIA / FO | $180M | SAN DIEGO, CA | CRD 327004 |
| ARC24 MANAGEMENT, LP → | RIA / FO | $180M | NEW YORK, NY | CRD 331983 |
| RIVER CITY WEALTH MANAGEMENT → | RIA / FO | $180M | JACKSONVILLE, FL | CRD 314312 |
| RARE WOLF CAPITAL LLC → | RIA / FO | $180M | BELLEVUE, WA | CRD 334465 |
| ALLARIA ASSET MANAGEMENT, LLC → | RIA / FO | $180M | MIAMI, FL | CRD 287513 |
| ASTRA VENTURES → | RIA / FO | $180M | – | CRD 306263 |
| EAMES FINANCIAL → | RIA / FO | $180M | – | CRD 118961 |
| CROSSOVER CAPITAL → | RIA / FO | $179M | YARDLEY, PA | CRD 326625 |
| GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG → | RIA / FO | $179M | WOODLAND HILLS, CA | CRD 156588 |
| BEERS KIGHT FINANCIAL ADVISORS, LLC → | RIA / FO | $179M | COLUMBIA, SC | CRD 160286 |
| WAYSTONE ADVISORS LLC → | RIA / FO | $179M | – | CRD 328565 |