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 13101–13200 (page 132 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CAPTAR PRIVATE WEALTH → | RIA / FO | $166M | ST. LOUIS PARK, MN | CRD 325537 |
| CURTIS CAPITAL ADVISORS → | RIA / FO | $166M | OVERLAND PARK, KS | CRD 330835 |
| KISSLING FINANCIAL SERVICES, LLC → | RIA / FO | $165M | NEW CASTLE, PA | CRD 299531 |
| KAGAN COCOZZA ASSET MANAGEMENT → | RIA / FO | $165M | – | CRD 154321 |
| OLIVE STREET CAPITAL PARTNERS LLC → | RIA / FO | $165M | LOS ANGELES, CA | CRD 300115 |
| FIRST AND MAIN FINANCIAL → | RIA / FO | $165M | – | CRD 121359 |
| RED SWAN PRIVATE CLIENT → | RIA / FO | $165M | HOUSTON, TX | CRD 307278 |
| PEAK CAPITAL MANAGEMENT, LLC → | RIA / FO | $165M | GREENWOOD VILLAGE, CO | CRD 141488 |
| NEW ENGLAND SCHOONER, INC. → | RIA / FO | $165M | PEABODY, MA | CRD 129552 |
| EXPRESSIVE WEALTH LLC → | RIA / FO | $165M | CHICAGO, IL | CRD 329974 |
| EFFECTIVE ASSETS → | RIA / FO | $165M | – | CRD 285744 |
| MORRISSEY WEALTH MANAGEMENT LLC → | RIA / FO | $165M | NORTH HAVEN, CT | CRD 291228 |
| RUNNYMEDE CAPITAL ADVISORS, INC. → | RIA / FO | $165M | – | CRD 128974 |
| SOLAS BIOVENTURES MANAGEMENT, LLC → | RIA / FO | $165M | CHATTANOOGA, TN | CRD 322344 |
| OCTO CAPITAL, LLC → | RIA / FO | $165M | BINGHAM FARMS, MI | CRD 174351 |
| BREACHWAY INVESTMENTS, LLC → | RIA / FO | $165M | CHARLESTOWN, RI | CRD 299102 |
| PR WEALTH MANAGEMENT GROUP → | RIA / FO | $165M | EAST MOLINE, IL | CRD 173711 |
| WATERSTONE WEALTH ADVISORS, LLC → | RIA / FO | $165M | – | CRD 139265 |
| FINANCIALLY SPEAKING INC → | RIA / FO | $165M | GREENWOOD VILLAGE, CO | CRD 106255 |
| WILKINSON WEALTH MANAGEMENT, LLC → | RIA / FO | $165M | TUCSON, AZ | CRD 317741 |
| THE KEYSTONE FINANCIAL ALLIANCE, LLC → | RIA / FO | $165M | ATLANTA, GA | CRD 168760 |
| SLO MONEY MANAGERS → | RIA / FO | $165M | ATASCADERO, CA | CRD 331617 |
| WOMACK FINANCIAL LLC → | RIA / FO | $165M | DALLAS, TX | CRD 174873 |
| SHIMA CAPITAL MANAGEMENT LLC → | RIA / FO | $165M | IRVINE, CA | CRD 320929 |
| WOODLOCK HOUSE FAMILY CAPITAL → | RIA / FO | $165M | – | CRD 300051 |
| BRIDGEWAY WEALTH MANAGEMENT, LLC → | RIA / FO | $165M | CEDAR RAPIDS, IA | CRD 326547 |
| DEMAND WEALTH → | RIA / FO | $165M | – | CRD 307043 |
| SAGE INVESTMENT COUNSEL → | RIA / FO | $165M | FRANKLIN, TN | CRD 116907 |
| BLACK BARN FINANCIAL, LLC → | RIA / FO | $165M | AUSTIN, TX | CRD 170885 |
| TCM → | RIA / FO | $165M | GERMANTOWN, TN | CRD 289583 |
| POLLOCK PLANNING ASSOCIATES INC → | RIA / FO | $165M | – | CRD 105409 |
| BICE WEALTH MANAGEMENT LLC → | RIA / FO | $164M | MIAMI, FL | CRD 323979 |
| FLOYD FINANCIAL GROUP LLC → | RIA / FO | $164M | SPRINGFIELD, MO | CRD 226773 |
| RDM CAPITAL ASSOCIATES INC → | RIA / FO | $164M | RED BANK, NJ | CRD 106941 |
| NAPLES MONEY MANAGEMENT LLC → | RIA / FO | $164M | NAPLES, FL | CRD 153499 |
| NOBSCOT INVESTMENT MANAGEMENT LLC → | RIA / FO | $164M | WELLESLEY, MA | CRD 283289 |
| LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC → | RIA / FO | $164M | – | CRD 167834 |
| PEREA CAPITAL → | RIA / FO | $164M | HOUSTON, TX | CRD 171657 |
| EAGLE WEALTH ADVISORS → | RIA / FO | $164M | – | CRD 299219 |
| VERICIMETRY ADVISORS LLC → | RIA / FO | $164M | – | CRD 157394 |
| TLS ADVISORS LLC → | RIA / FO | $164M | MIAMI, FL | CRD 286356 |
| EHB FINANCIAL RESOURCES MANAGEMNT, INC. → | RIA / FO | $164M | EXTON, PA | CRD 116186 |
| ACT CAPITAL MANAGEMENT, LLC → | RIA / FO | $164M | WAYNE, PA | CRD 307272 |
| MCKINLEY MONEY, LLC → | RIA / FO | $164M | EAU-CLAIRE, WI | CRD 145571 |
| CURTIS FINANCIAL PLANNING → | RIA / FO | $164M | – | CRD 136785 |
| THIRTEEN TWENTY-TWO ADVISORS → | RIA / FO | $163M | FORT WORTH, TX | CRD 339326 |
| CAPITAL IP INVESTMENT PARTNERS LP → | RIA / FO | $163M | – | CRD 326733 |
| THE CARROLL GROUP, INC. → | RIA / FO | $163M | – | CRD 146977 |
| RISLEY CAPITAL MANAGEMENT LLC → | RIA / FO | $163M | ELLISVILLE, MO | CRD 157271 |
| FOUNDRY WEALTH ADVISORS, LLC → | RIA / FO | $163M | BALTIMORE, MD | CRD 300794 |
| BELL CITY WEALTH, INC. → | RIA / FO | $163M | HILLSBORO, OH | CRD 326354 |
| NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. → | RIA / FO | $163M | NEW YORK, NY | CRD 311890 |
| INTEGRITY WEALTH MANAGEMENT, INC. → | RIA / FO | $163M | SPOKANE, WA | CRD 150103 |
| CLUTINGER WILLIAMS & VERHOYE INC → | RIA / FO | $163M | SAN DIEGO, CA | CRD 111082 |
| ARCHAMBO FINANCIAL ADVISORS, INC. → | RIA / FO | $163M | BARTLESVILLE, OK | CRD 129927 |
| LIBERTAS WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $163M | COLUMBUS, OH | CRD 157769 |
| COLLIE FINANCIAL PLANNING, INC. → | RIA / FO | $163M | BLACK MOUNTAIN, NC | CRD 134884 |
| DECAMILLA CAPITAL MANAGEMENT LLC → | RIA / FO | $163M | SACRAMENTO, CA | CRD 108027 |
| PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC → | RIA / FO | $163M | HENDERSON, NC | CRD 149889 |
| FIVE ELEVEN PARTNERS → | RIA / FO | $163M | GARDEN CITY, NY | CRD 334002 |
| MAIN ADVISORY, INC. → | RIA / FO | $163M | CANONSBURG, PA | CRD 328040 |
| 1207 CAPITAL GROUP, LLC → | RIA / FO | $163M | JUNEAU, AK | CRD 162611 |
| WESTROCK ASSET MANAGEMENT, LLC → | RIA / FO | $163M | LITTLE ROCK, AR | CRD 174408 |
| SAGACE WEALTH MANAGEMENT → | RIA / FO | $163M | ST. PETERSBURG, FL | CRD 307212 |
| MARQUEE CAPITAL ADVISORS → | RIA / FO | $163M | CHICAGO, IL | CRD 336708 |
| FOUR FINANCIAL MANAGEMENT → | RIA / FO | $163M | ANN ARBOR, MI | CRD 284251 |
| MCS FAMILY WEALTH ADVISORS → | RIA / FO | $163M | – | CRD 106327 |
| LEWINTER WEALTH ADVISORS, LLC → | RIA / FO | $163M | – | CRD 155921 |
| SAVANT INVESTMENT ADVISERS, INC. → | RIA / FO | $163M | HOMEWOOD, IL | CRD 121794 |
| DEDICATED CAPITAL ADVISORS, LLC → | RIA / FO | $162M | SAN FRANCISCO, CA | CRD 168132 |
| TAURUS FINANCIAL → | RIA / FO | $162M | JERSEY CITY, NJ | CRD 335067 |
| TEMPERED INVESTMENT MANAGEMENT LTD. → | RIA / FO | $162M | NORTH VANCOUVER, BRITISH COLUMBIA | CRD 158837 |
| BESTGATE WEALTH ADVISORS, LLC → | RIA / FO | $162M | FREDERICK, MD | CRD 301639 |
| F.I.G. FINANCIAL ADVISORY SERVICES, INC. → | RIA / FO | $162M | OKLAHOMA CITY, OK | CRD 105506 |
| TESSARA WEALTH → | RIA / FO | $162M | BURLINGAME, CA | CRD 283295 |
| JOSS BROWN WEALTH ADVISORS → | RIA / FO | $162M | WILLIAMSBURG, VA | CRD 324719 |
| DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT → | RIA / FO | $162M | FAYETTEVILLE, GA | CRD 159708 |
| MAPLE PARK CAPITAL → | RIA / FO | $162M | DALLAS, TX | CRD 335335 |
| FREEDOM FAMILY OFFICE, LLC → | RIA / FO | $162M | – | CRD 310275 |
| QUINT CAPITAL MANAGEMENT → | RIA / FO | $162M | NEW YORK, NY | CRD 26586 |
| WOLFSTICH CAPITAL, LLC → | RIA / FO | $162M | MEDFIELD, MA | CRD 146026 |
| SHEPHERD WEALTH MANAGEMENT → | RIA / FO | $162M | CINCINNATI, OH | CRD 312695 |
| BANYAN GLOBAL INVESTMENT ADVISORS, LLC → | RIA / FO | $162M | BOCA RATON, FL | CRD 283264 |
| GUTT FINANCIAL MANAGEMENT, LLC → | RIA / FO | $162M | ATLANTA, GA | CRD 109270 |
| RPR FINANCIAL → | RIA / FO | $162M | OVERLAND PARK, KS | CRD 316557 |
| KINGSBURY CAPITAL INVESTMENT ADVISORS LLC → | RIA / FO | $162M | – | CRD 145658 |
| ARBOR INVESTMENT MANAGEMENT → | RIA / FO | $162M | ANN ARBOR, MI | CRD 154735 |
| IRONOAK WEALTH → | RIA / FO | $162M | CEDAR PARK, TX | CRD 306403 |
| CORKERN & CO., INC. → | RIA / FO | $162M | LITTLE ROCK, AR | CRD 104730 |
| CONFIDENTIAL MANAGEMENT ADVISORS, INC. → | RIA / FO | $162M | TROY, MI | CRD 125936 |
| GADSDEN → | RIA / FO | $162M | WAYNE, PA | CRD 291195 |
| FELL CAPITAL MANAGEMENT → | RIA / FO | $162M | NEWPORT BEACH, CA | CRD 104986 |
| HONU WEALTH MANAGEMENT → | RIA / FO | $162M | – | CRD 142563 |
| JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC → | RIA / FO | $162M | FLORHAM PARK, NJ | CRD 155392 |
| LYNNLEIGH & COMPANY, LLC → | RIA / FO | $162M | PITTSFORD, NY | CRD 285044 |
| PINCUS CAPITAL MANAGEMENT, LP → | RIA / FO | $162M | NEW YORK, NY | CRD 336500 |
| FLFS ADVISORY LLC → | RIA / FO | $161M | VICTOR, NY | CRD 334771 |
| BLOM & HOWELL FINANCIAL PLANNING, INC. → | RIA / FO | $161M | MODESTO, CA | CRD 311830 |
| PRAKASH INVESTMENT ADVISORS LLC → | RIA / FO | $161M | – | CRD 163994 |
| FARNAM FINANCIAL → | RIA / FO | $161M | PHOENIX, AZ | CRD 306180 |