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 13301–13400 (page 134 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SCHERER FINANCIAL ADVISORY SERVICES, LLC → | RIA / FO | $158M | DALLAS, TX | CRD 317435 |
| BPC ADVISORS LLC → | RIA / FO | $158M | EAST SYRACUSE, NY | CRD 284429 |
| AIM ADVISORS, LLC → | RIA / FO | $158M | RALEIGH, NC | CRD 325125 |
| GRAETZ WEALTH → | RIA / FO | $158M | JENISON, MI | CRD 317857 |
| FC360 WEALTH MANAGEMENT, INC. → | RIA / FO | $158M | ROSEVILLE, CA | CRD 171788 |
| MKT CAPITAL LLC → | RIA / FO | $158M | – | CRD 163762 |
| GILBERT CAPITAL GROUP → | RIA / FO | $158M | – | CRD 117268 |
| THE EIDEARD GROUP, LLC → | RIA / FO | $158M | BEDFORD, NH | CRD 139834 |
| H PARTNERS MANAGEMENT LLC → | RIA / FO | $158M | NEW YORK, NY | CRD 161041 |
| PROVIDENT LIVING FINANCIAL SERVICES → | RIA / FO | $158M | LEHI, UT | CRD 282665 |
| FONTE FINANCIAL ADVISORS → | RIA / FO | $158M | CARLSBAD, CA | CRD 311162 |
| PERSPECTIVE WEALTH ADVISORS → | RIA / FO | $158M | LOVELAND, CO | CRD 332574 |
| INTEGRAL FINANCIAL PLANNING LLC → | RIA / FO | $158M | – | CRD 148097 |
| HAROLD DANCE INVESTMENTS → | RIA / FO | $158M | LOGAN, UT | CRD 1582 |
| M2 CAPITAL ADVISORS → | RIA / FO | $158M | VALENCIA, CA | CRD 288829 |
| GARNETT INVESTMENT STRATEGIES → | RIA / FO | $158M | BEATRICE, NE | CRD 282370 |
| CLARUS GROUP LLC → | RIA / FO | $158M | NEW YORK, NY | CRD 310156 |
| HALLETT ADVISORS → | RIA / FO | $158M | PORT ANGELES, WA | CRD 306187 |
| SREP CAPITAL MANAGEMENT, LLC → | RIA / FO | $158M | GREENWICH, CT | CRD 296281 |
| VALORAN CAPITAL MANAGEMENT → | RIA / FO | $158M | CHICAGO, IL | CRD 313634 |
| AVOCET CAPITAL MANAGEMENT LLC → | RIA / FO | $158M | NORTHBROOK, IL | CRD 156261 |
| STRATEGIC WEALTH MANAGEMENT, LLC → | RIA / FO | $158M | BEDFORD, TX | CRD 171908 |
| WAYPOINTS FINANCIAL → | RIA / FO | $158M | SEBRING, FL | CRD 157494 |
| OUTFITTER FINANCIAL → | RIA / FO | $158M | BRUNSWICK, ME | CRD 291413 |
| J.V.B. INVESTMENT COMPANY → | RIA / FO | $158M | JACKSON, MI | CRD 3998 |
| TRINITY CAPITAL ADVISER LLC → | RIA / FO | $158M | PHOENIX, AZ | CRD 326133 |
| WISCONSIN WEALTH ADVISORS, LLC → | RIA / FO | $158M | SUN PRAIRIE, WI | CRD 145946 |
| LIGHTVIEW CAPITAL, LLC → | RIA / FO | $158M | WEST PALM BEACH, FL | CRD 306106 |
| BISON INVESTMENT ADVISORS, LLC → | RIA / FO | $158M | THE WOODLANDS, TX | CRD 149775 |
| COPIA WEALTH MANAGEMENT → | RIA / FO | $158M | BEND, OR | CRD 281873 |
| GEORGIA WEALTH PARTNERS, LLC → | RIA / FO | $157M | GRIFFIN, GA | CRD 314602 |
| MORK CAPITAL MANAGEMENT → | RIA / FO | $157M | HEALDSBURG, CA | CRD 136154 |
| APPLIED CAPITAL → | RIA / FO | $157M | – | CRD 128996 |
| PECK WEALTH MANAGEMENT, LLC → | RIA / FO | $157M | – | CRD 157407 |
| FREMEN CAPITAL → | RIA / FO | $157M | STAMFORD, CT | CRD 334502 |
| MERIDA CAPITAL HOLDINGS LLC → | RIA / FO | $157M | RYE, NY | CRD 287784 |
| WATER VALLEY INVESTMENT ADVISORS, INC. → | RIA / FO | $157M | SIOUX CENTER, IA | CRD 116936 |
| VESTED FINANCIAL PLANNING, LLC → | RIA / FO | $157M | – | CRD 296970 |
| DELPHINUS FINANCIAL ADVISORS, LLC → | RIA / FO | $157M | MANSFIELD, MA | CRD 152952 |
| RIVER'S EDGE → | RIA / FO | $157M | BEAVER, PA | CRD 313711 |
| CROSSPOINT FINANCIAL, LLC → | RIA / FO | $157M | TUSTIN, CA | CRD 286443 |
| DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC → | RIA / FO | $157M | RIDGELAND, MS | CRD 127506 |
| FINEC ASSET MANAGEMENT → | RIA / FO | $157M | SAN DIEGO, CA | CRD 231789 |
| PRISM PLANNING AND SOLUTIONS GROUP → | RIA / FO | $157M | WHITE PLAINS, NY | CRD 340003 |
| COLLECTIVE WEALTH ADVISORS LLC → | RIA / FO | $157M | COPPELL, TX | CRD 289157 |
| CAMDEN FINANCIAL MANAGEMENT, INC. → | RIA / FO | $157M | – | CRD 111938 |
| ROOTED PLANNING GROUP → | RIA / FO | $157M | CORNING, NY | CRD 284120 |
| LEGACY ADVISORY SERVICES, LLC → | RIA / FO | $157M | EXTON, PA | CRD 147173 |
| MOORE WEALTH → | RIA / FO | $157M | FREDERICK, MD | CRD 323374 |
| LIFESTYLE FREEDOM ADVISORY GROUP, LLC → | RIA / FO | $157M | BRADENTON, FL | CRD 283512 |
| BELHEALTH INVESTMENT PARTNERS, LLC → | RIA / FO | $157M | FORT LAUDERDALE, FL | CRD 162674 |
| LOTUSGROUP CAPITAL → | RIA / FO | $157M | DENVER, CO | CRD 298973 |
| SIMA WEALTH PARTNERS, LLC → | RIA / FO | $157M | NORTH CHESTERFIELD, VA | CRD 159943 |
| SALLYPORT → | RIA / FO | $157M | HOUSTON, TX | CRD 327533 |
| BREAKWATER CAPITAL → | RIA / FO | $157M | KALAMAZOO, MI | CRD 172498 |
| ENGLEBERT FINANCIAL ADVISERS, LLC → | RIA / FO | $157M | ALLENTOWN, PA | CRD 300568 |
| DWV ADVISORS, LLC → | RIA / FO | $157M | ESSEX JUNCTION, VT | CRD 154148 |
| DALE Q. RICE INVESTMENT MANAGEMENT → | RIA / FO | $157M | – | CRD 310614 |
| PROFOCUS INCORPORATED → | RIA / FO | $157M | PHOENIX, AZ | CRD 113954 |
| MAIMON WEALTH MANAGEMENT LTD. → | RIA / FO | $157M | RA'ANANA | CRD 298566 |
| SETTIAN CAPITAL LP → | RIA / FO | $157M | SAINT AUGUSTINE, FL | CRD 297691 |
| STAR WEALTH MANAGEMENT CORPORATION → | RIA / FO | $156M | BINGHAM FARMS, MI | CRD 341885 |
| COVEY CAPITAL ADVISORS, LLC → | RIA / FO | $156M | ATLANTA, GA | CRD 151978 |
| ELTURA CAPITAL MANAGEMENT, LLC → | RIA / FO | $156M | NEW YORK, NY | CRD 318320 |
| 401K GENERATION → | RIA / FO | $156M | ALTAMONTE SPRINGS,, FL | CRD 154279 |
| JK PRIVATE WEALTH, LLC → | RIA / FO | $156M | GLASTONBURY, CT | CRD 305987 |
| SPYGLASS INVESTMENT MANAGEMENT → | RIA / FO | $156M | TERRE HAUTE, IN | CRD 122594 |
| JTS FUND ADVISORS, LLC → | RIA / FO | $156M | WACO, TX | CRD 283677 |
| PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) → | RIA / FO | $156M | SHREVEPORT, LA | CRD 109965 |
| OREGON PACIFIC WEALTH MANAGEMENT → | RIA / FO | $156M | MEDFORD, OR | CRD 283958 |
| PEARL WEALTH LLC → | RIA / FO | $156M | PORTLAND, OR | CRD 299508 |
| TRELLUS MANAGEMENT COMPANY, LLC → | RIA / FO | $156M | DELRAY BEACH, FL | CRD 137537 |
| MERIDIAN WEALTH ADVISORS, LLC → | RIA / FO | $156M | ALBUQUERQUE, NM | CRD 140991 |
| QUANTITATIVE FINANCIAL STRATEGIES → | RIA / FO | $156M | – | CRD 331416 |
| MY WEALTH MANAGEMENT, INC → | RIA / FO | $156M | GERMANTOWN, MD | CRD 168566 |
| PEAK WEALTH MANAGEMENT LLC → | RIA / FO | $156M | NASHUA, NH | CRD 281036 |
| JOHNSON DUNN CAPITAL ADVISORS, INC. → | RIA / FO | $156M | – | CRD 320849 |
| WAYCROSS GP, LLC → | RIA / FO | $156M | LOUISVILLE, KY | CRD 339521 |
| PIEDMONT WEALTH MANAGEMENT → | RIA / FO | $156M | ALEXANDRIA, VA | CRD 340285 |
| PC3 PARTNERS, LLC → | RIA / FO | $156M | MIAMI BEACH, FL | CRD 339659 |
| INDELIBLE WEALTH GROUP → | RIA / FO | $156M | – | CRD 166864 |
| BRANDYWINE ASSET MANAGEMENT → | RIA / FO | $156M | THORNTON, PA | CRD 307564 |
| DFS ADVISORY → | RIA / FO | $156M | DENTON, TX | CRD 324992 |
| KAIZEN RETIREMENT PLAN ADVISORS, LLC → | RIA / FO | $156M | – | CRD 289238 |
| TAURUM RETIREMENT PARTNERS, LLC → | RIA / FO | $156M | MESA, AZ | CRD 282017 |
| HOLCOMBE & MCGRATH → | RIA / FO | $156M | ASHEVILLE, NC | CRD 121197 |
| GERVAIS CAPITAL MANAGEMENT, LLC → | RIA / FO | $156M | WILSON, WY | CRD 299347 |
| LIPPER ADVISORY SERVICES INC → | RIA / FO | $156M | – | CRD 107283 |
| UNIFY FINANCIAL ADVISORS → | RIA / FO | $156M | CLEARWATER, FL | CRD 324120 |
| NATURAL BRIDGES FINANCIAL ADVISORS → | RIA / FO | $156M | SANTA CRUZ, CA | CRD 148056 |
| PHOENIX CAPITAL REALTY ADVISORS, LLC → | RIA / FO | $156M | ADDISON, TX | CRD 161129 |
| PERSONAL FINANCIAL SOLUTIONS, LLC → | RIA / FO | $156M | MANASQUAN, NJ | CRD 129095 |
| LIVE OAK WEALTH ADVISORY GROUP, LLC → | RIA / FO | $155M | HOUSTON, TX | CRD 154962 |
| GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC → | RIA / FO | $155M | STAMFORD, CT | CRD 339528 |
| CAM INVESTOR SOLUTIONS → | RIA / FO | $155M | AUSTIN, TX | CRD 286078 |
| ETHOS CAPITAL MANAGEMENT, INC. → | RIA / FO | $155M | NEWTOWN, PA | CRD 313145 |
| BANNERSTONE CAPITAL → | RIA / FO | $155M | WAYZATA, MN | CRD 147447 |
| BP ASSET MANAGEMENT INC. → | RIA / FO | $155M | CHARLOTTE, NC | CRD 328276 |
| GRP RETIREMENT PLANNING → | RIA / FO | $155M | FARMINGDALE, ME | CRD 333183 |
| RHL GROUP, LLC → | RIA / FO | $155M | HOLLY, MI | CRD 330716 |