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 13001–13100 (page 131 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| AVISE FINANCIAL → | RIA / FO | $169M | LOS ANGELES, CA | CRD 328790 |
| CEDAR SPRING ADVISORS, LLC → | RIA / FO | $169M | – | CRD 289329 |
| SILVA CAPITAL MANAGEMENT LLC → | RIA / FO | $169M | CHICAGO, IL | CRD 154504 |
| ALTUS CAPITAL PARTNERS, INC. → | RIA / FO | $169M | WILTON, CT | CRD 159529 |
| VILGA FINANCIAL PLANNING LLC → | RIA / FO | $169M | – | CRD 311166 |
| ARK ROYAL WEALTH MANAGEMENT LLC → | RIA / FO | $169M | RALEIGH, NC | CRD 175151 |
| FINANCIAL JUSTUS → | RIA / FO | $169M | – | CRD 336690 |
| PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. → | RIA / FO | $169M | – | CRD 146928 |
| LIFE PLANNING ADVISORS LLC → | RIA / FO | $169M | BIGFORK, MT | CRD 151292 |
| PLANWISER FINANCIAL → | RIA / FO | $169M | COLORADO SPRINGS, CO | CRD 331675 |
| FAMILY LEGACY PLANNING → | RIA / FO | $169M | BENTONVILLE, AR | CRD 294277 |
| NORTH STAR WEALTH MANAGEMENT → | RIA / FO | $169M | – | CRD 326664 |
| MCCARLEY & COOK FINANCIAL PLANNERS → | RIA / FO | $169M | CINCINNATI, OH | CRD 310087 |
| CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $169M | – | CRD 161204 |
| GLADWYN FINANCIAL ADVISORS, INC. → | RIA / FO | $169M | – | CRD 135544 |
| PELTOMA CAPITAL PARTNERS → | RIA / FO | $169M | – | CRD 325138 |
| RIGDEN CAPITAL STRATEGIES → | RIA / FO | $169M | ENGLEWOOD, CO | CRD 326930 |
| OBP CAPITAL → | RIA / FO | $169M | ROCKY MOUNT, NC | CRD 167619 |
| ZINNIA WEALTH ADVISORY, LLC → | RIA / FO | $169M | OCALA, FL | CRD 295122 |
| TOWN CAPITAL → | RIA / FO | $169M | BEL AIR, MD | CRD 299341 |
| BALEEN CAPITAL MANAGEMENT LLC → | RIA / FO | $169M | LAS VEGAS, NV | CRD 311438 |
| STAINES FINANCIAL, LLC → | RIA / FO | $169M | ROSEVILLE, CA | CRD 299405 |
| MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. → | RIA / FO | $169M | OLD TAPPAN, NJ | CRD 125584 |
| MEYER GATES FINANCIAL ADVISORS, INC → | RIA / FO | $169M | WEST CHESTER, OH | CRD 125046 |
| F5 FINANCIAL PLANNING, L.L.C. → | RIA / FO | $169M | – | CRD 170674 |
| OVERLAY MANAGEMENT, LLC → | RIA / FO | $169M | ALPHARETTA, GA | CRD 324401 |
| LIFEPOINT PLANNING → | RIA / FO | $168M | SCHAUMBURG, IL | CRD 296911 |
| ELITE RETIREMENT GROUP → | RIA / FO | $168M | PLOVER, WI | CRD 312178 |
| STEWARDSHIP CAPITAL → | RIA / FO | $168M | INDEPENDENCE, MO | CRD 110944 |
| TLC GROUP INVESTMENT ADVISORS, LLC → | RIA / FO | $168M | STATE COLLEGE, PA | CRD 137814 |
| BOYD CAPITAL → | RIA / FO | $168M | ROCHESTER, NY | CRD 312070 |
| SOMNIO FINANCIAL GROUP, LLC → | RIA / FO | $168M | GLASTONBURY, CT | CRD 174217 |
| DRAGON CAPITAL MANAGEMENT (HK) LIMITED → | RIA / FO | $168M | CENTRAL | CRD 287890 |
| ARNOLD AND MOTE WEALTH MANAGEMENT → | RIA / FO | $168M | HIAWATHA, IA | CRD 283698 |
| STONEHAVEN WEALTH & TAX SOLUTIONS → | RIA / FO | $168M | APPLETON, WI | CRD 332731 |
| NOVADIUS WEALTH MANAGEMENT → | RIA / FO | $168M | OVERLAND PARK, KS | CRD 148229 |
| FRONTLINE HEALTHCARE PARTNERS → | RIA / FO | $168M | CHARLESTON, SC | CRD 311770 |
| DIPAOLO FINANCIAL GROUP, INC. → | RIA / FO | $168M | LUTZ, FL | CRD 309637 |
| NORTH FORTY TWO & CO. → | RIA / FO | $168M | LAKE OSWEGO, OR | CRD 148417 |
| LLOYD PARK, LLC → | RIA / FO | $168M | – | CRD 174032 |
| LILLIANO CAPITAL MANAGEMENT LLC → | RIA / FO | $168M | PHOENIX, AZ | CRD 339106 |
| FORTY THREE EIGHTEEN ADVISORS, LLC → | RIA / FO | $168M | BENTONVILLE, AR | CRD 157712 |
| HAWKINS INVESTMENT COUNSEL, LLC → | RIA / FO | $168M | – | CRD 134857 |
| ECP INVESTMENT ADVISORS LLC → | RIA / FO | $168M | DALLAS, TX | CRD 284686 |
| ILLUMINATE WEALTH MANAGEMENT → | RIA / FO | $168M | BARRINGTON, IL | CRD 306411 |
| CYBER HORNET ETFS LLC → | RIA / FO | $168M | ST. PETERSBURG, FL | CRD 305171 |
| DARTMOUTH CAPITAL ADVISORS, INC. → | RIA / FO | $168M | – | CRD 105933 |
| NORLAND CAPITAL LP → | RIA / FO | $168M | – | CRD 288562 |
| 917 ADVISORY SERVICES LLC → | RIA / FO | $168M | SPOKANE, WA | CRD 331476 |
| GAMBIT CAPITAL MANAGEMENT, LLC → | RIA / FO | $167M | – | CRD 318313 |
| HANKE & APOLONIO WEALTH ADVISORS LLC → | RIA / FO | $167M | SAN FRANCISCO, CA | CRD 285315 |
| BLANCHE PARK CAPITAL → | RIA / FO | $167M | MIAMI, FL | CRD 338172 |
| RANDALL & ASSOCIATES WEALTH MANAGEMENT → | RIA / FO | $167M | BUTLER, PA | CRD 323846 |
| SOUTH TEXAS CAPITAL ADVISORS, LLC → | RIA / FO | $167M | NEW BRAUNFELS, TX | CRD 283773 |
| GREAT PATH PLANNING → | RIA / FO | $167M | GOSHEN, NY | CRD 284461 |
| THE MONITOR GROUP, INC. → | RIA / FO | $167M | MARTINEZ, GA | CRD 126576 |
| SAFE HARBOR WEALTH ADVISORS, LLC → | RIA / FO | $167M | DUBLIN, OH | CRD 284613 |
| CATALYST WEALTH ADVISORS LLC → | RIA / FO | $167M | NEWPORT BEACH, CA | CRD 297503 |
| ARMORY CAPITAL MANAGEMENT, LLC → | RIA / FO | $167M | SYRACUSE, NY | CRD 149008 |
| TRG INVESTMENT ADVISORS, LLC → | RIA / FO | $167M | DENVER, CO | CRD 315629 |
| SCHLINDWEIN ASSOCIATES LLC → | RIA / FO | $167M | DALLAS, TX | CRD 109132 |
| PERISSOS PRIVATE WEALTH MANAGEMENT → | RIA / FO | $167M | BETHANY, OK | CRD 217514 |
| BOYER FINANCIAL SERVICES, INC. → | RIA / FO | $167M | NEWPORT BEACH, CA | CRD 331868 |
| GREENBELT INVESTMENT ADVISORS, LLC → | RIA / FO | $167M | ROUND ROCK, TX | CRD 155704 |
| MAY CAPITAL MANAGEMENT → | RIA / FO | $167M | – | CRD 135127 |
| SAS FINANCIAL ADVISORS, LLC. → | RIA / FO | $167M | SAN FRANCISCO, CA | CRD 288015 |
| CORNERSTONE FINANCIAL MANAGEMENT LLC → | RIA / FO | $167M | BURLINGTON, MA | CRD 140967 |
| ALDEBARAN CAPITAL, LLC → | RIA / FO | $167M | CARMEL, IN | CRD 122360 |
| 8TH STREET INVESTMENTS, LLC → | RIA / FO | $167M | ALEXANDRIA, VA | CRD 148727 |
| P.A.W. CAPITAL PARTNERS, LP → | RIA / FO | $167M | GREENWICH, CT | CRD 161094 |
| WINTHROP SQUARE CAPITAL, L.P. → | RIA / FO | $167M | BOSTON, MA | CRD 321630 |
| STRATEGIC FINANCIAL MANAGEMENT, LLC → | RIA / FO | $167M | – | CRD 157376 |
| MCDONNELL CAPITAL MANAGEMENT → | RIA / FO | $167M | FRANKFORT, IL | CRD 164252 |
| TOTEM MACRO ASSET MANAGEMENT LP → | RIA / FO | $167M | NEW YORK, NY | CRD 328044 |
| CAPITAL GAINS INCORPORATED → | RIA / FO | $167M | NILES, IL | CRD 111717 |
| BISHOP STREET CAPITAL MANAGEMENT → | RIA / FO | $166M | HONOLULU, HI | CRD 108042 |
| EPIC FUNDS → | RIA / FO | $166M | MANHATTAN BEACH, CA | CRD 311425 |
| SKYBOUND WEALTH USA → | RIA / FO | $166M | HOUSTON, TX | CRD 313358 |
| HUNTER STREET INVESTMENT ADVISORS LLC → | RIA / FO | $166M | APEX, NC | CRD 145334 |
| CONWAY PARTNERS → | RIA / FO | $166M | – | CRD 319013 |
| TR CAPITAL MANAGEMENT, LLC → | RIA / FO | $166M | ROCKVILLE CENTRE, NY | CRD 164268 |
| GREAT LAKES WEALTH, LLC → | RIA / FO | $166M | NORTHVILLE, MI | CRD 282362 |
| AFG FIDUCIARY SERVICES → | RIA / FO | $166M | HINGHAM, MA | CRD 309943 |
| RETIREMENT RESOURCES, LLC → | RIA / FO | $166M | AUBURN HILLS, MI | CRD 151889 |
| PARTICIPANT CAPITAL → | RIA / FO | $166M | MIAMI, FL | CRD 304859 |
| STRONG RETIREMENT SOLUTIONS → | RIA / FO | $166M | – | CRD 335968 |
| V29 CAPITAL MANAGEMENT, LLC → | RIA / FO | $166M | – | CRD 338081 |
| ANCHOR HEALTH CAPITAL, LLC → | RIA / FO | $166M | CHATTANOOGA, TN | CRD 309949 |
| W & S MANAGEMENT SERVICES, INC. → | RIA / FO | $166M | ROCHESTER, NY | CRD 127852 |
| STOLZER ROTHSCHILD LEVY LLC → | RIA / FO | $166M | BASKING RIDGE, NJ | CRD 169817 |
| LYONS CAPITAL GROUP → | RIA / FO | $166M | SHREVEPORT, LA | CRD 335733 |
| BURGESS CHAMBERS & ASSOCIATES INC → | RIA / FO | $166M | ORLANDO, FL | CRD 110164 |
| MUTUAL TRUST ADVISORY GROUP → | RIA / FO | $166M | ESTERO, FL | CRD 277060 |
| VESTPOINTE WEALTH MANAGEMENT, LLC → | RIA / FO | $166M | SCOTTSDALE, AZ | CRD 132591 |
| VISION FINANCIAL MANAGEMENT, LLC → | RIA / FO | $166M | CUYAHOGA FALLS, OH | CRD 170003 |
| FELTL ADVISORS → | RIA / FO | $166M | PLYMOUTH, MN | CRD 165244 |
| BLACK HORSE WEALTH MANAGEMENT → | RIA / FO | $166M | – | CRD 308427 |
| WISDOM FINANCIAL PLANNING → | RIA / FO | $166M | TAMPA, FL | CRD 145275 |
| FINANCIAL FREEDOM FOR DENTISTS LLC → | RIA / FO | $166M | SNOQUALMIE, WA | CRD 301981 |
| M.K. BROWN WEALTH ADVISORY → | RIA / FO | $166M | OAKWOOD, OH | CRD 121269 |