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 12801–12900 (page 129 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CATCHLIGHT CAPITAL MANAGEMENT LLC → | RIA / FO | $176M | – | CRD 319003 |
| PROFUSION PRIVATE WEALTH → | RIA / FO | $176M | ST. LOUIS, MO | CRD 167003 |
| MACKE FINANCIAL ADVISORY GROUP → | RIA / FO | $176M | FORT MYERS, FL | CRD 111318 |
| FIDUCIARY FINANCIAL PLANNING NETWORK → | RIA / FO | $176M | ONALASKA, WI | CRD 313361 |
| DOWNING STREET WEALTH MANAGEMENT LLC → | RIA / FO | $176M | GREENWOOD VILLAGE, CO | CRD 152983 |
| LIGHT FINANCIAL SERVICES, INC. → | RIA / FO | $176M | FARGO, ND | CRD 131678 |
| HILL COUNTRY GROUP → | RIA / FO | $176M | BOERNE, TX | CRD 307376 |
| TLW WEALTH MANAGEMENT, LLC → | RIA / FO | $175M | – | CRD 284598 |
| THREE BRIDGES CAPITAL, LP → | RIA / FO | $175M | NEW YORK, NY | CRD 160021 |
| FEENIX VENTURE PARTNERS, LLC → | RIA / FO | $175M | NEW YORK, NY | CRD 304152 |
| PENBROOK MANAGEMENT LLC → | RIA / FO | $175M | NEW YORK, NY | CRD 127269 |
| ALAN B. LANCZ & ASSOCIATES, INC. → | RIA / FO | $175M | TOLEDO, OH | CRD 105363 |
| APPALACHIAN CAPITAL MANAGEMENT → | RIA / FO | $175M | ST. CLAIRSVILLE, OH | CRD 120038 |
| CTA WEALTH ADVISORS, INC. → | RIA / FO | $175M | BURBANK, CA | CRD 113007 |
| GOULD CAPITAL, LLC → | RIA / FO | $175M | TACOMA, WA | CRD 300609 |
| GREENLEAF FINANCIAL GROUP → | RIA / FO | $175M | CARMEL, IN | CRD 137933 |
| WPA FAMILY OFFICE, LLC → | RIA / FO | $175M | DALLAS, TX | CRD 315566 |
| THE PILLAR STRATEGIES → | RIA / FO | $175M | FLEMINGTON, NJ | CRD 166641 |
| WAYVE CAPITAL MANAGEMENT, LLC → | RIA / FO | $175M | – | CRD 332024 |
| CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC → | RIA / FO | $175M | NEW YORK, NY | CRD 289848 |
| ROBERT A. ZOCK & CO.,INC. → | RIA / FO | $175M | SUTTON, NH | CRD 110480 |
| J. FREEMAN & ASSOCIATES → | RIA / FO | $175M | GREENVILLE, SC | CRD 144039 |
| POWER ASSET MANAGEMENT LLC → | RIA / FO | $175M | LOS ANGELES, CA | CRD 128580 |
| REINOVA CAPITAL ADVISORS LLC → | RIA / FO | $175M | GREENWICH, CT | CRD 340095 |
| SIPPICAN CAPITAL ADVISORS → | RIA / FO | $175M | BOSTON, MA | CRD 155188 |
| THE ATLAS FINANCIAL GROUP → | RIA / FO | $175M | MIAMI, FL | CRD 306849 |
| YOFFE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $175M | LEMOYNE, PA | CRD 173454 |
| TNT ASSET MANAGEMENT, LLC → | RIA / FO | $175M | ROUND ROCK, TX | CRD 153309 |
| INCOME & ASSET ADVISORY, INC. → | RIA / FO | $175M | ARMONK, NY | CRD 124955 |
| NEWPORT GLOBAL ADVISORS L.P. → | RIA / FO | $175M | THE WOODLANDS, TX | CRD 139368 |
| MELIORA CAPITAL → | RIA / FO | $175M | TULSA, OK | CRD 172367 |
| SAGEOAK FINANCIAL, LLC → | RIA / FO | $175M | TULSA, OK | CRD 166927 |
| GUARDIAN WEALTH MANAGEMENT → | RIA / FO | $175M | SALT LAKE CITY, UT | CRD 146923 |
| ARROW CAPITAL MANAGEMENT, LLC → | RIA / FO | $175M | NEW YORK, NY | CRD 165190 |
| TECA PARTNERS, LP → | RIA / FO | $175M | AUSTIN, TX | CRD 298106 |
| PROVIDENCE LEGACY ADVISORS LLC → | RIA / FO | $175M | – | CRD 336846 |
| WALL STREET INVESTMENT MANAGEMENT, LLC → | RIA / FO | $175M | – | CRD 143975 |
| CAPSTONE INVESTMENT FINANCIAL GROUP, LLC → | RIA / FO | $175M | WEBSTER, NY | CRD 122575 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC → | RIA / FO | $175M | SPOKANE, WA | CRD 330611 |
| TWO PARKS CAPITAL LLC → | RIA / FO | $175M | NEW YORK, NY | CRD 333142 |
| ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED → | RIA / FO | $175M | VANCOUVER, BRITISH COLUMBIA | CRD 132242 |
| A.G. MORGAN FINANCIAL ADVISORS, LLC → | RIA / FO | $175M | MASSAPEQUA, NY | CRD 173292 |
| SJHL FINANCIAL GROUP → | RIA / FO | $175M | MCPHERSON, KS | CRD 285946 |
| WEDGEWOOD ASSET MANAGEMENT, LLC → | RIA / FO | $175M | REDONDO BEACH, CA | CRD 312054 |
| FAMILY LEGACY FINANCIAL SOLUTIONS, LLC → | RIA / FO | $175M | CARY, NC | CRD 314351 |
| UNLIMITED → | RIA / FO | $174M | NEW YORK, NY | CRD 322644 |
| PORT STREET INVESTMENTS, LLC → | RIA / FO | $174M | NEWPORT BEACH, CA | CRD 168596 |
| VIAQUEST ADVISORS LLC → | RIA / FO | $174M | HOUSTON, TX | CRD 333842 |
| ECHELONS CAPITAL, LLC → | RIA / FO | $174M | PARK CITY, UT | CRD 325781 |
| MAQRO ADVISORS LLC → | RIA / FO | $174M | AUSTIN, TX | CRD 289245 |
| QMP MANAGEMENT, LLC → | RIA / FO | $174M | DALLAS, TX | CRD 285478 |
| ATX FINANCIAL PLANNING, LLC → | RIA / FO | $174M | AUSTIN, TX | CRD 311589 |
| CORRALES & CO. → | RIA / FO | $174M | MIAMI, FL | CRD 332189 |
| PROVIDENT FINANCIAL PLANNING, LLC → | RIA / FO | $174M | ADDISON, TX | CRD 291830 |
| ROCKHILL ADVISORS LLC → | RIA / FO | $174M | VICTOR, ID | CRD 288789 |
| MURPHY & MULLICK CAPITAL MANAGEMENT CORP → | RIA / FO | $174M | SMITHTOWN, NY | CRD 328629 |
| OPAL ADVISORS → | RIA / FO | $174M | BELLEVUE, WA | CRD 164014 |
| JMS CAPITAL GROUP WEALTH SERVICES, LLC → | RIA / FO | $174M | SEWICKLEY, PA | CRD 281325 |
| FMA WEALTH MANAGEMENT, LLC → | RIA / FO | $174M | DUXBURY, MA | CRD 313049 |
| HANSEATIC MANAGEMENT SERVICES INC → | RIA / FO | $174M | ALBUQUERQUE, NM | CRD 107110 |
| ATHENA WEALTH MANAGEMENT, LLC → | RIA / FO | $174M | RENO, NV | CRD 319373 |
| CHANCELLOR WEALTH MANAGEMENT, INC. → | RIA / FO | $174M | ATLANTA, GA | CRD 112918 |
| IVANOFF WEALTH MANAGEMENT INC. → | RIA / FO | $174M | CYPRESS, CA | CRD 325275 |
| INFINITY FINANCIAL SERVICES ADVISORY → | RIA / FO | $174M | OAKLAND, CA | CRD 304981 |
| LEVATUS LLC → | RIA / FO | $174M | BOSTON, MA | CRD 287811 |
| CLP ASSET MANAGEMENT, LLC → | RIA / FO | $174M | – | CRD 305962 |
| JAYKAY WEALTH ADVISORS, INC. → | RIA / FO | $174M | HOUSTON, TX | CRD 170192 |
| SERVO WEALTH MANAGEMENT LLC → | RIA / FO | $174M | OKLAHOMA CITY, OK | CRD 159367 |
| BLAKELY WALTERS WEALTH MANAGEMENT → | RIA / FO | $174M | SCOTTSDALE, AZ | CRD 324410 |
| PEMBERWICK INVESTMENT ADVISORS, LLC → | RIA / FO | $174M | GREENWICH, CT | CRD 149639 |
| PRAVATI CAPITAL LLC → | RIA / FO | $174M | SCOTTSDALE, AZ | CRD 300435 |
| ANCHOR POINT FINANCIAL → | RIA / FO | $174M | BAKERSFIELD, CA | CRD 334103 |
| BENCHMARK CAPITAL GROUP LTD. → | RIA / FO | $174M | GALENA, IL | CRD 123698 |
| DOUGLASS INVESTMENT GROUP → | RIA / FO | $174M | WICHITA, KS | CRD 331223 |
| RLB FINANCIAL → | RIA / FO | $174M | SPRINGFIELD, MO | CRD 151778 |
| PINAFORE WEALTH COUNSEL INC. → | RIA / FO | $174M | DURHAM, NC | CRD 170540 |
| NEUENSCHWANDER ASSET MANAGEMENT, LLC → | RIA / FO | $174M | MCFARLAND, WI | CRD 125179 |
| PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. → | RIA / FO | $173M | PORTLAND, OR | CRD 323146 |
| LION EQUITY INVESTMENT ADVISORS, LLC → | RIA / FO | $173M | DENVER, CO | CRD 283404 |
| IFC → | RIA / FO | $173M | AUBURN, CA | CRD 283976 |
| PARADIGM CAPITAL MANAGEMENT → | RIA / FO | $173M | RENO, NV | CRD 120805 |
| TILDEN LOUCKS & WOODNORTH LLC → | RIA / FO | $173M | ELMHURST, IL | CRD 106713 |
| INNIS INVESTMENTS → | RIA / FO | $173M | – | CRD 105275 |
| ASCO FINANCIAL GROUP, INC. → | RIA / FO | $173M | KINGSTON, PA | CRD 124395 |
| LEIBMAN FINANCIAL SERVCES, INC. → | RIA / FO | $173M | LOUISVILLE, NE | CRD 323120 |
| WINNING POINTS ADVISORS, L.L.C. → | RIA / FO | $173M | BOCA RATON, FL | CRD 118077 |
| GASAWAY INVESTMENT ADVISORS, INC. → | RIA / FO | $173M | KALAMAZOO, MI | CRD 123807 |
| INTERNATIONAL ASSET MANAGEMENT → | RIA / FO | $173M | SAN MATEO, CA | CRD 123418 |
| AZZENDO WEALTH ADVISORS → | RIA / FO | $173M | HOLLYWOOD, FL | CRD 139610 |
| AGILITY EQUITY PARTNERS → | RIA / FO | $173M | PITTSBURGH, PA | CRD 338602 |
| WABASH CAPITAL, INC. → | RIA / FO | $173M | TERRE HAUTE, IN | CRD 107932 |
| SHUTTLEWORTH & COMPANY → | RIA / FO | $173M | POWELL, OH | CRD 121382 |
| ZYNERGY RETIREMENT PLANNING → | RIA / FO | $173M | RED BANK, NJ | CRD 143861 |
| STRONGHOLD WEALTH MANAGEMENT L.L.C. → | RIA / FO | $173M | TAMPA, FL | CRD 161194 |
| BARINGTON COMPANIES INVESTORS, LLC → | RIA / FO | $173M | NEW YORK, NY | CRD 161305 |
| HAYBEACH CAPITAL MANAGEMENT, LLC → | RIA / FO | $173M | RYE, NY | CRD 327539 |
| MIDWESTERN FINANCIAL GROUP → | RIA / FO | $173M | IOWA CITY, IA | CRD 270022 |
| RIDGELINE PRIVATE WEALTH → | RIA / FO | $173M | MESA, AZ | CRD 318258 |
| LIBERTY ASSET MANAGEMENT, INC. → | RIA / FO | $173M | WOODRIDGE, IL | CRD 135791 |
| CORNERMEN FINANCIAL, LLC → | RIA / FO | $173M | SAN ANTONIO, TX | CRD 323179 |