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 12901–13000 (page 130 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC → | RIA / FO | $173M | WEXFORD, PA | CRD 142913 |
| WEALTHBUILDERS INVESTMENTS → | RIA / FO | $173M | GREENWOOD VILLAGE, CO | CRD 173306 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC → | RIA / FO | $173M | OMAHA, NE | CRD 168840 |
| ALLUVIAL CAPITAL MANAGEMENT, LLC → | RIA / FO | $173M | – | CRD 169638 |
| WEALTH MANAGEMENT SOLUTIONS → | RIA / FO | $173M | SCOTTSDALE, AZ | CRD 127517 |
| CEDAR VALLEY WEALTH ADVISORS → | RIA / FO | $173M | CEDAR FALLS, IA | CRD 115511 |
| SF ADVISERS, LLC → | RIA / FO | $173M | BOSTON, MA | CRD 316518 |
| VIZCAYA CAPITAL PARTNERS LLC → | RIA / FO | $172M | MIAMI, FL | CRD 324032 |
| VANNOY ADVISORY GROUP, INC. → | RIA / FO | $172M | AUSTIN, TX | CRD 145806 |
| WHITE SAND WEALTH MANAGEMENT → | RIA / FO | $172M | LIBERTY, MO | CRD 304614 |
| ARGENT WEALTH MANAGEMENT, INC. → | RIA / FO | $172M | ROUND ROCK, TX | CRD 135376 |
| COOK FINANCIAL DESIGNS, INC. → | RIA / FO | $172M | VIRGINIA BEACH, VA | CRD 115241 |
| WEALTHGUARD ADVISORS, INC. → | RIA / FO | $172M | PLACERVILLE, CA | CRD 297192 |
| DAVIDSON WEALTH MANAGEMENT LLC → | RIA / FO | $172M | FORKED RIVER, NJ | CRD 153227 |
| PROSPERITY ROAD, LLC → | RIA / FO | $172M | SANTA ANA, CA | CRD 281894 |
| LARSEN WEALTH MANAGEMENT → | RIA / FO | $172M | EL DORADO HILLS, CA | CRD 146620 |
| NEXWEALTH LLC → | RIA / FO | $172M | PALM BEACH GARDENS, FL | CRD 311424 |
| STEINBERG ASSET MANAGEMENT, LLC → | RIA / FO | $172M | NEW YORK, NY | CRD 118968 |
| META WEALTH ADVISORY → | RIA / FO | $172M | TIMONIUM, MD | CRD 338023 |
| INVESTOR ADVISORY GROUP → | RIA / FO | $172M | CHARLOTTE, NC | CRD 106837 |
| MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. → | RIA / FO | $172M | ORLEANS, MA | CRD 105522 |
| ASCENT CAPITAL PARTNERS, LLC → | RIA / FO | $172M | SCOTTSDALE, AZ | CRD 291218 |
| CLAYTON PARTNERS LLC → | RIA / FO | $172M | BERKELEY, CA | CRD 127546 |
| NIGHTVIEW CAPITAL, LLC → | RIA / FO | $172M | CLEARWATER, FL | CRD 284183 |
| PINNACLE PORTFOLIO ADVISORS → | RIA / FO | $172M | – | CRD 287622 |
| FINANCIAL SOLUTIONS ASSOCIATES → | RIA / FO | $172M | DEDHAM, MA | CRD 130397 |
| CHESAPEAKE CAPITAL CORPORATION → | RIA / FO | $172M | TAMPA, FL | CRD 282099 |
| OPULEN FINANCIAL GROUP, LLC → | RIA / FO | $172M | ARLINGTON, VA | CRD 173963 |
| KOOB WEALTH MANAGEMENT, LLC → | RIA / FO | $172M | WHITE BEAR TOWNSHIP, MN | CRD 154830 |
| TRIANGLE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $172M | NEW YORK, NY | CRD 329567 |
| EVOLUTION WEALTH MANAGEMENT INC. → | RIA / FO | $172M | FORT MYERS, FL | CRD 307644 |
| ELLERBROCK-NORRIS WEALTH STRATEGIES LLC → | RIA / FO | $172M | OMAHA, NE | CRD 295099 |
| CRAWFORD FINANCIAL PLANNING & CONSULTING → | RIA / FO | $172M | MODESTO, CA | CRD 134936 |
| CAVU WEALTH ADVISORS, LLC → | RIA / FO | $172M | WALNUT CREEK, CA | CRD 340677 |
| SCOTTSDALE WEALTH PLANNING, INC. → | RIA / FO | $172M | SCOTTSDALE, AZ | CRD 169248 |
| VOYAGE WEALTH MANAGEMENT, LLC → | RIA / FO | $172M | – | CRD 323368 |
| RIDGEBACK CAPITAL MANAGEMENT → | RIA / FO | $171M | BELLAIRE, TX | CRD 113848 |
| WHITE HAT CAPITAL PARTNERS LP → | RIA / FO | $171M | NEW YORK, NY | CRD 288059 |
| PROPHET EQUITY MANAGEMENT II LLC → | RIA / FO | $171M | SOUTHLAKE, TX | CRD 170614 |
| KENNON-GREEN & CO. → | RIA / FO | $171M | NEW ALBANY, OH | CRD 284713 |
| ASSABET ADVISORS, LLC → | RIA / FO | $171M | HOLDEN, MA | CRD 127795 |
| GRANADA WEALTH MANAGEMENT, LLC → | RIA / FO | $171M | DAVIDSON, NC | CRD 285812 |
| HOOVER PRIVATE WEALTH, LLC → | RIA / FO | $171M | ROYAL OAK, MI | CRD 336484 |
| TAM FINANCIAL ADVISORS, LLC → | RIA / FO | $171M | – | CRD 125496 |
| GENESIS FINANCIAL GROUP, LLC → | RIA / FO | $171M | PARAMUS, NJ | CRD 327996 |
| R.J. CLOUD ADVISORS & COMPANY → | RIA / FO | $171M | BIXBY, OK | CRD 289371 |
| INTENTIONAL WEALTH STRATEGIES → | RIA / FO | $171M | COLORADO SPRINGS, CO | CRD 327743 |
| LITTLEJOHN FINANCIAL SERVICES INC → | RIA / FO | $171M | ROSEBURG, OR | CRD 155113 |
| ENTRUITY WEALTH, LLC → | RIA / FO | $171M | BAKERSFIELD, CA | CRD 288331 |
| WILHELM FINANCIAL SERVICES, PLLC → | RIA / FO | $171M | – | CRD 117504 |
| DONALD W. NICHOLSON & ASSOCIATES LTD → | RIA / FO | $171M | WILMINGTON, DE | CRD 107054 |
| CAIN CAPITAL MANAGEMENT, LP → | RIA / FO | $171M | DALLAS, TX | CRD 113592 |
| WILSQUARE CAPITAL LLC → | RIA / FO | $171M | ST. LOUIS, MO | CRD 296504 |
| HARBOR ITHAKA → | RIA / FO | $171M | AVENTURA, FL | CRD 170580 |
| HAYDEN HARPER WEALTH ADVISORY, LLC → | RIA / FO | $171M | CHARLOTTE, NC | CRD 152091 |
| HEGARTY ADVISORS, LLC → | RIA / FO | $171M | GARDEN CITY, NY | CRD 306342 |
| PEB CAPITAL MANAGEMENT LLC → | RIA / FO | $171M | COLUMBUS, OH | CRD 315241 |
| YANDELL INVESTMENTS, LLC → | RIA / FO | $171M | ORLANDO, FL | CRD 332642 |
| COHESION WEALTH MANAGEMENT, LLC → | RIA / FO | $171M | BROOMFIELD, CO | CRD 308980 |
| WEALTH ENGINEERING, LLC → | RIA / FO | $171M | SCOTTSDALE, AZ | CRD 128549 |
| RWR INVESTMENTS LLC → | RIA / FO | $171M | DALLAS, TX | CRD 157966 |
| SWIFTWATER CAPITAL → | RIA / FO | $171M | – | CRD 329458 |
| JOSEPH ADVISORY → | RIA / FO | $171M | EL PASO, TX | CRD 324475 |
| RMR CAPITAL MANAGEMENT LLC → | RIA / FO | $171M | TUSTIN, CA | CRD 285334 |
| TOBERMAN BECKER WEALTH, LLC → | RIA / FO | $171M | ST. LOUIS, MO | CRD 310346 |
| MCM WEALTH → | RIA / FO | $171M | NOVATO, CA | CRD 136075 |
| SEAMANS CAPITAL MANAGEMENT, LLC → | RIA / FO | $171M | WALTHAM, MA | CRD 118404 |
| PROACTIVE CAPITAL MANAGEMENT, INC. → | RIA / FO | $171M | TOPEKA, KS | CRD 297791 |
| TAYLOR WEALTH MANAGEMENT, LLC → | RIA / FO | $171M | TORRANCE, CA | CRD 132955 |
| NORTH SHORE INVESTMENT CONSULTING LLC → | RIA / FO | $171M | WILMETTE, IL | CRD 131763 |
| PACESETTER FINANCIAL GROUP, L.L.C. → | RIA / FO | $170M | LINCOLN, IL | CRD 123287 |
| PATRICK FINANCIAL GROUP LLC. → | RIA / FO | $170M | BRIGHTON, MI | CRD 124610 |
| ALLISON INVESTMENT MANAGEMENT, LLC → | RIA / FO | $170M | COLUMBIA, SC | CRD 124645 |
| CIRRUS CAPITAL LLC → | RIA / FO | $170M | BLOOMFIELD HILLS, MI | CRD 288297 |
| WEST END WEALTH MANAGEMENT, LLC → | RIA / FO | $170M | DENVER, CO | CRD 234791 |
| REDWOOD PARK ADVISORS → | RIA / FO | $170M | REDWOOD CITY, CA | CRD 307958 |
| MOUNT LUCAS INDEX ADVISERS LLC → | RIA / FO | $170M | NEWTOWN, PA | CRD 310820 |
| HOPLON ASSET MANAGEMENT, L.P. → | RIA / FO | $170M | GREENWICH, CT | CRD 318798 |
| ZEIT CAPITAL ADVISORS → | RIA / FO | $170M | – | CRD 150149 |
| G. DEWAYNE MCANALLY → | RIA / FO | $170M | OKLAHOMA CITY, OK | CRD 118511 |
| OXFORD CAPITAL MANAGEMENT → | RIA / FO | $170M | RICHM0ND, VA | CRD 118359 |
| LARIMER CAPITAL CORPORATION → | RIA / FO | $170M | DENVER, CO | CRD 18189 |
| TRUMIX ADVISORS → | RIA / FO | $170M | BLOOMINGTON, MN | CRD 310222 |
| KUHN CAPITAL PARTNERS → | RIA / FO | $170M | OAK BROOK, IL | CRD 283028 |
| FOCUS 401 (K) GROUP, LLC → | RIA / FO | $170M | ADDISON, TX | CRD 172217 |
| DEL MAR WEALTH MANAGEMENT INC → | RIA / FO | $170M | DEL MAR, CA | CRD 175022 |
| STILLPOINT INVESTMENTS LP → | RIA / FO | $170M | NEW YORK, NY | CRD 318718 |
| STONE HOUSE PARTNERS → | RIA / FO | $170M | BAY HARBOR ISLANDS, FL | CRD 167094 |
| TACTICAL FUND ADVISORS, LLC → | RIA / FO | $170M | CINCINNATI, OH | CRD 298049 |
| TURNSTONE FINANCIAL → | RIA / FO | $170M | TROY, OH | CRD 170738 |
| EMBARCADERO FINANCIAL GROUP → | RIA / FO | $170M | SAN FRANCISCO, CA | CRD 140929 |
| TITANIUM ADVISORS, LLC → | RIA / FO | $170M | FRANKLIN, MA | CRD 153943 |
| THE CHARTIST → | RIA / FO | $170M | LONG BEACH, CA | CRD 105072 |
| PATHMONT INVESTMENT MANAGEMENT → | RIA / FO | $170M | SEATTLE, WA | CRD 299217 |
| FAMILY CFO, LLC → | RIA / FO | $170M | – | CRD 108891 |
| LEATHERBACK INVESTMENTS LLC → | RIA / FO | $170M | LAKEWOOD, NJ | CRD 299608 |
| DDELTA REAL ESTATE INVESTMENTS → | RIA / FO | $170M | AUSTIN, TX | CRD 326662 |
| DELOS CAPITAL MANAGEMENT, LP → | RIA / FO | $170M | NEW YORK, NY | CRD 170010 |
| STONEKEEP INVESTMENTS, LLC → | RIA / FO | $170M | – | CRD 306144 |
| KENSINGTON FINANCIAL GROUP, INC. → | RIA / FO | $170M | WINSTON-SALEM, NC | CRD 127658 |