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 12701–12800 (page 128 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| THE PRIVATE INVESTMENT GROUP, INC. → | RIA / FO | $179M | KETTERING, OH | CRD 128876 |
| PALM WEALTH PARTNERS → | RIA / FO | $179M | BOCA RATON, FL | CRD 323361 |
| THE DOWLING GROUP WEALTH MANAGEMENT → | RIA / FO | $179M | GREENWICH, CT | CRD 155624 |
| TIMMONS WEALTH MANAGEMENT → | RIA / FO | $179M | ATTLEBORO, MA | CRD 165914 |
| SPRING LAKE EQUITY GP LLC → | RIA / FO | $179M | BURLINGTON, MA | CRD 167613 |
| JORDANELLE CAPITAL → | RIA / FO | $179M | SALT LAKE CITY, UT | CRD 323676 |
| DOLAN CAPITAL ADVISORS, LLC → | RIA / FO | $179M | CHARLOTTE, NC | CRD 269886 |
| O'CONNOR WEALTH MANAGEMENT, INC. → | RIA / FO | $179M | MONROVIA, CA | CRD 152316 |
| BENCHMARK WEALTH MANAGEMENT → | RIA / FO | $179M | CINCINNATI, OH | CRD 298885 |
| BRIGHTREE WEALTH MANAGEMENT, LLC → | RIA / FO | $179M | – | CRD 304721 |
| GALLO PARTNERS LP → | RIA / FO | $179M | – | CRD 329774 |
| PARVIN ASSET MANAGEMENT, LLC → | RIA / FO | $179M | SIOUX FALLS, SD | CRD 315701 |
| MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC → | RIA / FO | $179M | SKOKIE, IL | CRD 319408 |
| TRUE SQUARE FINANCIAL LLC → | RIA / FO | $179M | ATLANTA, GA | CRD 287997 |
| COLLABORATIVE PORTFOLIO MANAGEMENT → | RIA / FO | $179M | OVERLAND PARK, KS | CRD 332929 |
| THE PLANNER'S EDGE LLC → | RIA / FO | $179M | MERCER ISLAND, WA | CRD 114616 |
| PSP RESEARCH LLC → | RIA / FO | $179M | – | CRD 333271 |
| MAROON PASS ADVISORS LP → | RIA / FO | $179M | AUSTIN, TX | CRD 323742 |
| CLEARVIEW WEALTH MANAGEMENT → | RIA / FO | $179M | IRVINE, CA | CRD 288978 |
| AJF CAPITAL MANAGEMENT, INC. → | RIA / FO | $179M | NEW YORK, NY | CRD 126414 |
| CORE FINANCIAL ADVISORS → | RIA / FO | $179M | SAN BERNARDINO, CA | CRD 168839 |
| LIBERTY ONE WEALTH ADVISORS → | RIA / FO | $178M | PHILADELPHIA, PA | CRD 315675 |
| LEGACY WEALTH ADVISORS, LLC → | RIA / FO | $178M | SAN JOSE, CA | CRD 127758 |
| GLASS LAKES CAPITAL MANAGEMENT LLC → | RIA / FO | $178M | OVERLAND PARK, KS | CRD 290064 |
| WILLIAM B. WALKUP & ASSOCIATES, INC. → | RIA / FO | $178M | COLUMBIA, SC | CRD 135533 |
| INDEX TECHNOLOGIES GROUP LLC → | RIA / FO | $178M | NEW YORK, NY | CRD 327771 |
| ASPETUCK FINANCIAL MANAGEMENT LLC → | RIA / FO | $178M | WESTPORT, CT | CRD 134500 |
| AVRIO WEALTH PTE LTD → | RIA / FO | $178M | SINGAPORE | CRD 306064 |
| CANDELO CAPITAL MANAGEMENT LP → | RIA / FO | $178M | NEW YORK, NY | CRD 307389 |
| INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC → | RIA / FO | $178M | – | CRD 130070 |
| LANSING MANAGEMENT, LP → | RIA / FO | $178M | NEW YORK, NY | CRD 285921 |
| HUDSON EXECUTIVE CAPITAL LP → | RIA / FO | $178M | NEW YORK, NY | CRD 175032 |
| PANORAMA POINT PARTNERS, LLC → | RIA / FO | $178M | OMAHA, NE | CRD 165704 |
| THE WATERMILL GROUP → | RIA / FO | $178M | BOSTON, MA | CRD 163370 |
| ACME JACK WEALTH MANAGEMENT → | RIA / FO | $178M | – | CRD 330120 |
| HEDGES ASSET MANAGEMENT LLC → | RIA / FO | $178M | – | CRD 313637 |
| FIDUCIARY WEALTH GROUP, LLC → | RIA / FO | $178M | CENTERVILLE, OH | CRD 299711 |
| OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $178M | NEW YORK, NY | CRD 140485 |
| SILICON PRIVATE WEALTH, LLC → | RIA / FO | $178M | – | CRD 284145 |
| SMB FINANCIAL SERVICES, INC. → | RIA / FO | $178M | PORTLAND, OR | CRD 154216 |
| ROCHESTER WEALTH STRATEGIES, LLC → | RIA / FO | $178M | ROCHESTER, MI | CRD 299150 |
| GASBER FINANCIAL ADVISORS, INC → | RIA / FO | $178M | FOLSOM, CA | CRD 157329 |
| CONWAY FINANCIAL GROUP, LLC → | RIA / FO | $178M | CHESTERFIELD, MO | CRD 117608 |
| MUNTZ FINANCIAL, LLC → | RIA / FO | $178M | DOYLESTOWN, PA | CRD 145971 |
| TDC CAPITAL ADVISORS, INC. → | RIA / FO | $178M | COLLEGE STATION, TX | CRD 117769 |
| CROSSGRAIN FAMILY INVESTMENTS, LLC → | RIA / FO | $178M | – | CRD 318373 |
| M WEALTH MANAGEMENT, LLC → | RIA / FO | $178M | SAN DIEGO, CA | CRD 281532 |
| FARRIS CAPITAL MANAGEMENT INC. → | RIA / FO | $178M | CARROLLTON, TX | CRD 169051 |
| HOFF PRIVATE WEALTH → | RIA / FO | $177M | WAUSAU, WI | CRD 301001 |
| HOLLINGSWORTH AVENT AVERRE & PURVIS, PA → | RIA / FO | $177M | RALEIGH, NC | CRD 118943 |
| SILVERPEAK WEALTH ADVISORS → | RIA / FO | $177M | BOULDER, CO | CRD 170732 |
| NAVIANT PARTNERS, LLC → | RIA / FO | $177M | FAIRHOPE, AL | CRD 339108 |
| PERIOPE, LC → | RIA / FO | $177M | ST. GEORGE, UT | CRD 144256 |
| OAK FINANCIAL GROUP INC → | RIA / FO | $177M | – | CRD 106293 |
| NEWCORP WEALTH MANAGEMENT → | RIA / FO | $177M | ALPHARETTA, GA | CRD 297125 |
| PETERSON ROGERS PRIVATE WEALTH, LLC → | RIA / FO | $177M | SALT LAKE CITY, UT | CRD 324001 |
| MARATHON MISSION, INC. → | RIA / FO | $177M | LATHAM, NY | CRD 288654 |
| FAMILYWEALTH ASSET MANAGEMENT → | RIA / FO | $177M | LAKE MARY, FL | CRD 147869 |
| HULL TACTICAL → | RIA / FO | $177M | CHICAGO, IL | CRD 171391 |
| PROSPERITEA PLANNING → | RIA / FO | $177M | GREENFIELD, MA | CRD 282041 |
| STILLWATER PRIVATE WEALTH → | RIA / FO | $177M | – | CRD 339794 |
| TORREY WEALTH, LLC → | RIA / FO | $177M | SAN DIEGO, CA | CRD 310688 |
| BRADYCO FINANCIAL → | RIA / FO | $177M | – | CRD 127204 |
| ENR ASSET MANAGEMENT, INCORPORATED → | RIA / FO | $177M | WESTMOUNT, QUEBEC | CRD 136315 |
| GREYBOX INVESTMENTS → | RIA / FO | $177M | BIRMINGHAM, AL | CRD 174077 |
| PRIME MERIDIAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $177M | WALNUT CREEK, CA | CRD 166003 |
| BEYOND FINANCIAL SERVICES → | RIA / FO | $177M | FREMONT, CA | CRD 286350 |
| LADD CAPITAL MANAGEMENT LLC → | RIA / FO | $177M | NEW HAVEN, CT | CRD 105162 |
| BANNERMAN WEALTH → | RIA / FO | $177M | LEWISVILLE, TX | CRD 284677 |
| SUMMIT CAPITAL INC. → | RIA / FO | $177M | – | CRD 121335 |
| CAPSTONE INVESTMENT GROUP → | RIA / FO | $176M | OLYMPIA, WA | CRD 159918 |
| HIGHBURY PARK LLC → | RIA / FO | $176M | – | CRD 304815 |
| QUANTOR CAPITAL LLC → | RIA / FO | $176M | HOUSTON, TX | CRD 332629 |
| EMVISION CAPITAL ADVISORS, LLC → | RIA / FO | $176M | AURORA, OH | CRD 337827 |
| COLLINS ADVISORS, LLC → | RIA / FO | $176M | BUFFALO, NY | CRD 129270 |
| POINTER FINANCIAL ADVISORS LLC → | RIA / FO | $176M | COLUMBIA, MD | CRD 326745 |
| ADVISORENGINE PORTFOLIO SOLUTIONS INC. → | RIA / FO | $176M | RALEIGH, NC | CRD 336317 |
| LIVELSBERGER FINANCIAL ADVISORY → | RIA / FO | $176M | ASHLAND, OH | CRD 117665 |
| PARABLE WEALTH ADVISORS → | RIA / FO | $176M | ST AUGUSTINE, FL | CRD 304873 |
| NERAD + DEPPE WEALTH MANAGEMENT → | RIA / FO | $176M | LA JOLLA, CA | CRD 151284 |
| COLLAR CAPITAL MANAGEMENT, LLC → | RIA / FO | $176M | APPLETON, WI | CRD 152325 |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC → | RIA / FO | $176M | MCLEAN, VA | CRD 305063 |
| AVANT CAPITAL, LLC → | RIA / FO | $176M | LAFAYETTE, LA | CRD 167961 |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $176M | STAMFORD, CT | CRD 289269 |
| KELSEY FINANCIAL, LLC → | RIA / FO | $176M | MOORPARK, CA | CRD 314950 |
| MCLAUGHLIN ASSET MANAGEMENT, INC. → | RIA / FO | $176M | DANVILLE, IL | CRD 125735 |
| NINE LEFT CAPITAL LP → | RIA / FO | $176M | NEW YORK, NY | CRD 332838 |
| MACKAY FINANCIAL PLANNING, LLC → | RIA / FO | $176M | SPRINGFIELD, MO | CRD 169583 |
| SFI ADVISORS, LLC → | RIA / FO | $176M | MONTCLAIR, NJ | CRD 287929 |
| SOVEREIGN ASSET MANAGEMENT → | RIA / FO | $176M | AMHERST, NY | CRD 285103 |
| PHILADELPHIA INVESTMENT PARTNERS, LLC → | RIA / FO | $176M | VOORHEES, NJ | CRD 122733 |
| TOGETHER PLANNING → | RIA / FO | $176M | GAINESVILLE, FL | CRD 175341 |
| COMPREHENSIVE FINANCIAL PLANNING INC → | RIA / FO | $176M | OKLAHOMA CITY, OK | CRD 109822 |
| FELLOWSHIP FINANCIAL GROUP → | RIA / FO | $176M | MAITLAND, FL | CRD 154103 |
| PLANVEST FINANCIAL, INC. → | RIA / FO | $176M | GAITHERSBURG, MD | CRD 290306 |
| INTENTIONAL → | RIA / FO | $176M | FORT MILL, SC | CRD 318570 |
| URS ADVISORY → | RIA / FO | $176M | JUPITER, FL | CRD 289892 |
| ROUTEBURN CAPITAL → | RIA / FO | $176M | – | CRD 338912 |
| TOPTIER WEALTH MANAGEMENT → | RIA / FO | $176M | – | CRD 292959 |
| PRESERVER PARTNERS → | RIA / FO | $176M | MEMPHIS, TN | CRD 152356 |