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 13201–13300 (page 133 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ELITE WEALTH MANAGEMENT, INC. → | RIA / FO | $161M | PLOVER, WI | CRD 333159 |
| CLEARPATH CAPITAL PARTNERS LLC → | RIA / FO | $161M | MENLO PARK, CA | CRD 111756 |
| LAGUNA WEALTH ADVISORS, LLC → | RIA / FO | $161M | – | CRD 167847 |
| TFS ADVISORS, LLC → | RIA / FO | $161M | EDMONDS, WA | CRD 167653 |
| SIEBEN WEALTH PLANNING LLC → | RIA / FO | $161M | – | CRD 315368 |
| BARNETT CAPITAL ADVISORS LLC → | RIA / FO | $161M | MIAMI, FL | CRD 159113 |
| NEWGROUND SOCIAL INVESTMENT → | RIA / FO | $161M | SEATTLE, WA | CRD 117060 |
| FOREST ROAD ASSET MANAGEMENT LLC → | RIA / FO | $161M | LOS ANGELES, CA | CRD 315600 |
| WILLIAMS WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $161M | BRADENTON, FL | CRD 147341 |
| BROADWATER CAPITAL MANAGEMENT LLC → | RIA / FO | $161M | BOSTON, MA | CRD 125509 |
| CAPRIA VENTURES LLC → | RIA / FO | $161M | SEATTLE, WA | CRD 284129 |
| THISTLE CREEK CAPITAL, LLC → | RIA / FO | $161M | LEHI, UT | CRD 331449 |
| LAUER WEALTH MANAGEMENT → | RIA / FO | $161M | VALPARAISO, IN | CRD 289763 |
| EAGLE HARBOR ASSET MANAGEMENT, INC. → | RIA / FO | $161M | – | CRD 108089 |
| MEDICUS WEALTH PLANNING, INC. → | RIA / FO | $161M | DRAPER, UT | CRD 282904 |
| GLAXIS CAPITAL MANAGEMENT, LLC → | RIA / FO | $161M | SARASOTA, FL | CRD 134227 |
| GOING CPAS AND WEALTH ADVISORS → | RIA / FO | $161M | OPELOUSAS, LA | CRD 117104 |
| CYWP FUND → | RIA / FO | $161M | BOCA RATON, FL | CRD 337234 |
| RESEARCH & PORTFOLIO MANAGEMENT → | RIA / FO | $161M | CRESCENT SPRINGS, KY | CRD 157609 |
| HAVE RIA, INC. → | RIA / FO | $161M | PROVIDENCE, RI | CRD 327137 |
| STEWARD ADVISORS, LLC → | RIA / FO | $161M | CHICAGO, IL | CRD 156331 |
| ZENDAMENTALS → | RIA / FO | $161M | CHICAGO, IL | CRD 148411 |
| MARTINWRIGHT ADVISORY, LLC → | RIA / FO | $161M | ATLANTA, GA | CRD 338634 |
| KELLY WEALTH MANAGEMENT, INC. → | RIA / FO | $161M | ROYAL OAK, MI | CRD 328386 |
| DORMAN FINANCIAL MANAGEMENT, P.A. → | RIA / FO | $161M | MAITLAND, FL | CRD 136881 |
| RBF CAPITAL MANAGEMENT, INC. → | RIA / FO | $161M | SARASOTA, FL | CRD 164524 |
| SUMMATION CAPITAL MANAGEMENT, L.P. → | RIA / FO | $161M | NEW YORK, NY | CRD 331645 |
| BOUNTIFUL INVESTMENT MANAGEMENT LLC → | RIA / FO | $161M | RUMFORD, RI | CRD 281437 |
| COLLIER FINANCIAL, INC → | RIA / FO | $161M | DENVER, CO | CRD 175207 |
| KROPOG FINANCIAL GROUP, LLC → | RIA / FO | $160M | MANDEVILLE, LA | CRD 282747 |
| WITT FINANCIAL GROUP, LLC → | RIA / FO | $160M | CROSSVILLE, TN | CRD 156462 |
| FENIX TRADING → | RIA / FO | $160M | NEW YORK, NY | CRD 291069 |
| SHERMAN WEALTH MANAGEMENT LLC → | RIA / FO | $160M | GAITHERSBURG, MD | CRD 281093 |
| OLD OAK FINANCIAL PLANNING, INC. → | RIA / FO | $160M | BRIGHTON, MI | CRD 122500 |
| CLAIRMONT CAPITAL GROUP, LLC → | RIA / FO | $160M | LOS ANGELES, CA | CRD 313639 |
| FIFTH SET PRIVATE WEALTH MANAGEMENT LLC → | RIA / FO | $160M | – | CRD 159118 |
| M3 WEALTH MANAGEMENT → | RIA / FO | $160M | NORTH ROYALTON, OH | CRD 335612 |
| CITY CENTER ADVISORS, LLC → | RIA / FO | $160M | TROY, MI | CRD 203513 |
| HARDING FINANCIAL GROUP → | RIA / FO | $160M | WESTERVILLE, OH | CRD 135731 |
| INVERSIONES SURA → | RIA / FO | $160M | MIAMI, FL | CRD 318065 |
| THE WEALTH GROUP, LTD → | RIA / FO | $160M | RALEIGH, NC | CRD 154106 |
| ENCORE GLOBAL MANAGEMENT LP → | RIA / FO | $160M | HOUSTON, TX | CRD 336829 |
| ARBOR PRIVATE WEALTH, LLC → | RIA / FO | $160M | ASHBURN, VA | CRD 315812 |
| LITTLE RIVER CAPITAL PARTNERS, LP → | RIA / FO | $160M | – | CRD 331057 |
| TURLOFF FINANCIAL CONSULTING INC. → | RIA / FO | $160M | – | CRD 117465 |
| PENDLETON FINANCIAL WEALTH MANAGEMENT → | RIA / FO | $160M | RALEIGH, NC | CRD 325303 |
| FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES → | RIA / FO | $160M | – | CRD 109022 |
| FIDELIS FINANCIAL PLANNING, LLC → | RIA / FO | $160M | SAINT CHARLES, MO | CRD 141698 |
| HAZLETT WEALTH MANAGEMENT LLC → | RIA / FO | $160M | KETCHUM, ID | CRD 338954 |
| SEQUINOX WEALTH MANAGEMENT, LLC → | RIA / FO | $160M | LANCASTER, PA | CRD 335246 |
| SPECTRUM ADVISORS, INC. → | RIA / FO | $160M | PLANO, TX | CRD 114805 |
| SEQUOIA PLANNING & INVESTMENTS LLC → | RIA / FO | $160M | – | CRD 109519 |
| WARNKE/NICHOLS LTD. → | RIA / FO | $160M | DELAFIELD, WI | CRD 112181 |
| KENSINGTON FINANCIAL ADVISORS LLC → | RIA / FO | $160M | ROSELAND, NJ | CRD 136346 |
| STEADY RETURNS → | RIA / FO | $160M | – | CRD 166834 |
| TRM ADVISORS LP → | RIA / FO | $160M | SOUTHFIELD, MI | CRD 321278 |
| BLUE WATER CAPITAL MANAGEMENT, LLC → | RIA / FO | $160M | APEX, NC | CRD 127193 |
| SEASON INVESTMENTS, LLC → | RIA / FO | $160M | COLORADO SPRINGS, CO | CRD 158070 |
| READ & POWELL FINANCIAL SERVICES, LLC → | RIA / FO | $160M | ELKO, NV | CRD 130189 |
| WIREGRASS ASSET MANAGEMENT → | RIA / FO | $160M | THOMASVILLE, GA | CRD 284608 |
| RAI WEALTH MANAGEMENT → | RIA / FO | $160M | PLACENTIA, CA | CRD 277137 |
| MOULTON WEALTH MANAGEMENT, INC → | RIA / FO | $160M | SPOKANE VALLEY, WA | CRD 304598 |
| ZIDEL FINANCIAL INC. → | RIA / FO | $160M | BRECKENRIDGE, CO | CRD 135047 |
| RETIREMENT SOLUTIONS GROUP → | RIA / FO | $160M | FRANKLIN, TN | CRD 289069 |
| FAIRWAY FINANCIAL, LLC → | RIA / FO | $160M | CASSELBERRY, FL | CRD 134675 |
| RETIREMENT ADVISORS, INC. → | RIA / FO | $160M | MOBILE, AL | CRD 122122 |
| SYCAMORE INVESTMENT CONSULTING SERVICES, LLC → | RIA / FO | $160M | MADISON, WI | CRD 125081 |
| BLUE MOON CAPITAL MANAGEMENT LLC → | RIA / FO | $160M | BOSTON, MA | CRD 311941 |
| CAPITAL FINANCIAL, LLC → | RIA / FO | $159M | OLNEY, MD | CRD 122844 |
| CORNERSTONE ALTERNATIVES → | RIA / FO | $159M | – | CRD 330043 |
| ADARE ASSET MANAGEMENT, LLC → | RIA / FO | $159M | LANCASTER, PA | CRD 152471 |
| FUSCO FINANCIAL SERVICES INC → | RIA / FO | $159M | WILTON MANORS, FL | CRD 106841 |
| U.S.A. FINANCIAL & TAX SERVICES, LLC → | RIA / FO | $159M | FARMINGTON, CT | CRD 306214 |
| STRADA FINANCIAL GROUP LLC → | RIA / FO | $159M | BORING, OR | CRD 316987 |
| MURRAY INVESTMENT MANAGEMENT, LLC → | RIA / FO | $159M | HOUSTON, TX | CRD 146921 |
| MODERN DOLLAR PLANNING, LLC → | RIA / FO | $159M | ST. LOUIS, MO | CRD 174695 |
| HACKETT FINANCIAL GROUP, LLC → | RIA / FO | $159M | WIMBERLEY, TX | CRD 141656 |
| HDA WEALTH MANAGEMENT, LLC → | RIA / FO | $159M | POLAND, OH | CRD 317346 |
| SANKALA GROUP LLC → | RIA / FO | $159M | – | CRD 154806 |
| SKA FINANCIAL SERVICES,INC. → | RIA / FO | $159M | FAIRVIEW PARK, OH | CRD 107348 |
| STRIVUS WEALTH PARTNERS LLC → | RIA / FO | $159M | JACKSONVILLE BEACH, FL | CRD 173580 |
| R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS → | RIA / FO | $159M | DEWITT, NY | CRD 143462 |
| RETIREMENT INCOME STRATEGIES, LLC → | RIA / FO | $159M | EVANSVILLE, WI | CRD 318052 |
| GRAYSTREET PARTNERS → | RIA / FO | $159M | SAN ANTONIO, TX | CRD 334967 |
| TODD WEALTH MANAGEMENT LLC → | RIA / FO | $159M | VENICE, FL | CRD 164761 |
| PLUS GROUP WEALTH ADVISORS, LLC → | RIA / FO | $159M | BELGIUM, WI | CRD 300714 |
| PHOENICIAN CAPITAL LLC → | RIA / FO | $159M | NEW YORK, NY | CRD 286033 |
| INVEST INC. → | RIA / FO | $159M | LEXINGTON, KY | CRD 146357 |
| RADIUS WEALTH MANAGEMENT, INC. → | RIA / FO | $159M | BOSTON, MA | CRD 168159 |
| SCG ASSET MANAGEMENT LLC → | RIA / FO | $159M | NAPERVILLE, IL | CRD 311843 |
| ALTAR ROCK → | RIA / FO | $159M | – | CRD 326868 |
| PRIVATE FINANCIAL MANAGEMENT LLC → | RIA / FO | $159M | – | CRD 313167 |
| VERUS FINANCIAL GROUP → | RIA / FO | $159M | SUGAR LAND, TX | CRD 315153 |
| VENTANA PRIVATE WEALTH LLC → | RIA / FO | $159M | DENVER, CO | CRD 311878 |
| ADVISORY ADVOCATES LLC → | RIA / FO | $159M | GRAND RAPIDS, MI | CRD 284100 |
| STARR-MATHEWS FINANCIAL, LLC → | RIA / FO | $159M | CALHOUN, GA | CRD 166199 |
| SUMMITAS INVESTMENT MANAGEMENT LLC → | RIA / FO | $159M | – | CRD 330721 |
| SONOMA PRIVATE WEALTH LLC → | RIA / FO | $158M | NOVATO, CA | CRD 308547 |
| BEANTOWN FINANCIAL ADVISORS LLC → | RIA / FO | $158M | – | CRD 134637 |
| ZERMATT WEALTH PARTNERS → | RIA / FO | $158M | SAN DIEGO, CA | CRD 105736 |