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 13401–13500 (page 135 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BRIA CAPITAL GROUP, LLC → | RIA / FO | $155M | WESLEY CHAPEL, FL | CRD 175258 |
| QUARTUS INVESTMENT ADVISORS LLC → | RIA / FO | $155M | NEW YORK, NY | CRD 287597 |
| DIVERSIFIED PARTNERS, INC. → | RIA / FO | $155M | BRENTWOOD, TN | CRD 109570 |
| BELLWETHER INVESTMENT GROUP, LLC → | RIA / FO | $155M | HIXSON, TN | CRD 148114 |
| RICHWOOD INVESTMENT ADVISORS, LLC → | RIA / FO | $155M | CINCINNATI, OH | CRD 153550 |
| ELM RIDGE MANAGEMENT, LLC → | RIA / FO | $155M | BRIARCLIFF MANOR, NY | CRD 154508 |
| WALK-ON CAPITAL, LLC → | RIA / FO | $155M | LOS ANGELES, CA | CRD 331407 |
| IVY EVERGREEN, LLC → | RIA / FO | $155M | CHARLESTON, SC | CRD 324430 |
| MERRITHEW & THORSTEN, INC. → | RIA / FO | $155M | SAN DIEGO, CA | CRD 133563 |
| FINANCIAL LEGACY MANAGEMENT, NC. → | RIA / FO | $155M | LITTLE ROCK, AR | CRD 136348 |
| HERITAGE ASSET MANAGEMENT, LLC → | RIA / FO | $155M | BELTON, MO | CRD 323344 |
| ARTHEDGE CAPITAL MANAGEMENT, LLC → | RIA / FO | $155M | – | CRD 151181 |
| DECISION INVESTMENTS, INC. → | RIA / FO | $155M | SAN DIEGO, CA | CRD 145073 |
| BROADVIEW WEALTH MANAGEMENT, LLC → | RIA / FO | $155M | – | CRD 174429 |
| VEGA CAPITAL GROUP LLC → | RIA / FO | $155M | – | CRD 129494 |
| CREEK DRIVE MANAGEMENT GROUP LLC → | RIA / FO | $155M | – | CRD 332075 |
| VITRAL ADVISORS LLC → | RIA / FO | $155M | – | CRD 294631 |
| RBG WEALTH ADVISORS LLC → | RIA / FO | $155M | MEMPHIS, TN | CRD 319486 |
| LAKE AVENUE FINANCIAL LLC → | RIA / FO | $155M | PASADENA, CA | CRD 315746 |
| BUTLER FINANCIAL SERVICES → | RIA / FO | $155M | DENVER, CO | CRD 118244 |
| CAPITAL ACHIEVEMENTS, LLC → | RIA / FO | $155M | – | CRD 291108 |
| ELEVAGE PARTNERS, LLC → | RIA / FO | $155M | RENO, NV | CRD 158386 |
| LYNX CAPITAL, LLC → | RIA / FO | $155M | ATLANTA, GA | CRD 306282 |
| DARBY OVERSEAS PARTNERS, L.P. → | RIA / FO | $154M | WASHINGTON, DC | CRD 160799 |
| UNION SQUARE PARK CAPITAL MANAGEMENT, LLC → | RIA / FO | $154M | NEW YORK, NY | CRD 175471 |
| TECTONIC CAPITAL ADVISORS, LLC → | RIA / FO | $154M | HOUSTON, TX | CRD 339604 |
| DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC → | RIA / FO | $154M | ROSELAND, NJ | CRD 321737 |
| JJSA ADVISORS, LTD. → | RIA / FO | $154M | VIRGINIA BEACH, VA | CRD 116460 |
| LONG SHORT ADVISORS, LLC → | RIA / FO | $154M | PALM BEACH GARDENS, FL | CRD 153632 |
| QUISH → | RIA / FO | $154M | BOULDER, CO | CRD 146212 |
| NEWBURY CAPITAL MANAGEMENT, LLC → | RIA / FO | $154M | SOUTH PASADENA, CA | CRD 148516 |
| WINCHESTER ASSET MANAGEMENT, LLC → | RIA / FO | $154M | CHICAGO, IL | CRD 322300 |
| TIER ONE WEALTH MANAGEMENT → | RIA / FO | $154M | LONE TREE, CO | CRD 322893 |
| BLUEBIRD WEALTH MANAGEMENT LLC → | RIA / FO | $154M | MEDFIELD, MA | CRD 293420 |
| MCT ENTERTAINMENT ADVISORS LLC → | RIA / FO | $154M | WEST HOLLYWOOD, CA | CRD 328135 |
| FORREST FINANCIAL SERVICES → | RIA / FO | $154M | WINDSOR HEIGHTS, IA | CRD 117546 |
| MAGGI INVESTMENT SERVICES, LLC → | RIA / FO | $154M | OLDMAR, FL | CRD 156856 |
| SOLPACIFIC, LLC → | RIA / FO | $154M | DULUTH, MN | CRD 315184 |
| MILLENNIUM INVESTMENT SERVICES → | RIA / FO | $154M | VAN NUYS, CA | CRD 108744 |
| ATLAS → | RIA / FO | $154M | – | CRD 324191 |
| ALCION VENTURES, L.P. → | RIA / FO | $154M | BURLINGTON, MA | CRD 160505 |
| UPTOWN CAPITAL ADVISORS → | RIA / FO | $154M | DALLAS, TX | CRD 171401 |
| SHINING ROCK ADVISORS LLC → | RIA / FO | $154M | ASHEVILLE, NC | CRD 311295 |
| S&S WEALTH MANAGEMENT → | RIA / FO | $154M | GRAND PRAIRIE, TX | CRD 130652 |
| WATERROCK WEALTH MANAGEMENT → | RIA / FO | $154M | ALBUQUERQUE, NM | CRD 296462 |
| TRAILS EDGE WEALTH ADVISERS, LLC → | RIA / FO | $154M | – | CRD 299466 |
| MAIDEN COVE CAPITAL → | RIA / FO | $154M | YARMOUTH, ME | CRD 312478 |
| WORTHINGTON WEALTH MANAGEMENT → | RIA / FO | $154M | WORTHINGTON, OH | CRD 312951 |
| PLATT INVESTMENT COUNSEL, LLC → | RIA / FO | $154M | – | CRD 118737 |
| ALPHA DOG ADVISORS, RUFF → | RIA / FO | $154M | CRANSTON, RI | CRD 152001 |
| GRAVER CAPITAL MANAGEMENT, LLC → | RIA / FO | $154M | COLUMBUS, OH | CRD 312515 |
| ALESSANDRA CAPITAL MANAGEMENT, LLC → | RIA / FO | $154M | TORRANCE, CA | CRD 123305 |
| R.H. DINEL INVESTMENT COUNSEL,INC. → | RIA / FO | $154M | LOS ANGELES, CA | CRD 106688 |
| WISE WEALTH PARTNERS, LLC → | RIA / FO | $153M | PHOENIX, AZ | CRD 311639 |
| ARTA FINANCE → | RIA / FO | $153M | MOUNTAIN VIEW, CA | CRD 318714 |
| LEXINGTON CAPITAL MANAGEMENT LP → | RIA / FO | $153M | LAKEWOOD, NJ | CRD 292364 |
| PARAGON WEALTH MANAGEMENT → | RIA / FO | $153M | PROVO, UT | CRD 105962 |
| CLEAR RETIREMENT ADVICE LLC → | RIA / FO | $153M | SAN MATEO, CA | CRD 292667 |
| STEVE LYNCH WEALTH MANAGEMENT → | RIA / FO | $153M | ALBUQUERQUE, NM | CRD 113715 |
| AMERICAN ASSET MANAGEMENT INC. → | RIA / FO | $153M | BOCA RATON, FL | CRD 123116 |
| HERITAGE WEALTH MANAGEMENT → | RIA / FO | $153M | MEDFORD, MA | CRD 159158 |
| AVENTINE FINANCIAL GROUP → | RIA / FO | $153M | DOYLESTOWN, PA | CRD 292390 |
| APPLEWHITE & BUYS FINANCIAL ADVISORS → | RIA / FO | $153M | DALLAS, TX | CRD 169799 |
| THE LIND PARTNERS, LLC → | RIA / FO | $153M | NEW YORK, NY | CRD 290338 |
| STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS → | RIA / FO | $153M | HUNTINGTON BEACH, CA | CRD 322851 |
| OAKLAWN CAPITAL MANAGEMENT LLC → | RIA / FO | $153M | – | CRD 339373 |
| QUANTUM CAPITAL INVESTMENTS, INC. → | RIA / FO | $153M | – | CRD 156037 |
| EAST COAST WEALTH MANAGEMENT, INC. → | RIA / FO | $153M | FLORHAM PARK, NJ | CRD 136155 |
| FINANCIAL SOLUTIONS ASSOCIATES → | RIA / FO | $153M | DEDHAM, MA | CRD 111456 |
| MAVEN CAPITAL PARTNERS, LLC → | RIA / FO | $153M | ATLANTA, GA | CRD 300626 |
| LIVIAN & CO. → | RIA / FO | $153M | NEW YORK, NY | CRD 153771 |
| VINCENT WEALTH ADVISORS LLC → | RIA / FO | $153M | NORWELL, MA | CRD 332759 |
| STW ASSOCIATES → | RIA / FO | $153M | – | CRD 106196 |
| CYPRESS ASSET MANAGEMENT, INC. → | RIA / FO | $153M | – | CRD 145415 |
| WAGER WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC → | RIA / FO | $153M | – | CRD 285107 |
| SIERRA LEGACY GROUP → | RIA / FO | $153M | SCOTTSDALE, AZ | CRD 172113 |
| SANTIAGO CAPITAL, LLC → | RIA / FO | $153M | – | CRD 154579 |
| BLUE POINT FINANCIAL, INC. → | RIA / FO | $153M | SCARBOROUGH, ME | CRD 299688 |
| EMPIRICAL CAPITAL MANAGEMENT, LLC → | RIA / FO | $153M | HENDERSONVILLE, TN | CRD 160509 |
| GARNER FINANCIAL MANAGEMENT → | RIA / FO | $153M | LAFAYETTE, CA | CRD 131628 |
| SHAPIRO FINANCIAL SECURITY GROUP, INC. → | RIA / FO | $153M | HAZLET, NJ | CRD 120801 |
| BALANZ → | RIA / FO | $153M | CORAL GABLES, FL | CRD 322263 |
| CORDOBA CAPITAL PARTNERS, LLC → | RIA / FO | $153M | NEW YORK, NY | CRD 329644 |
| ANKERSTAR WEALTH, LLC → | RIA / FO | $153M | LEANDER, TX | CRD 170819 |
| VIRTUS FINANCIAL PARTNERS → | RIA / FO | $153M | – | CRD 323365 |
| MARKIN ASSET MANAGEMENT, LP → | RIA / FO | $153M | – | CRD 311719 |
| TROUTMAN WEALTH → | RIA / FO | $153M | MALVERN, PA | CRD 301107 |
| INFINIUM INVESTMENT ADVISORS, LLC → | RIA / FO | $152M | DENVER, CO | CRD 149123 |
| WERNER FINANCIAL → | RIA / FO | $152M | INDIANAPOLIS, IN | CRD 315220 |
| STONERIDGE INVESTMENT PARTNERS → | RIA / FO | $152M | RADNOR, PA | CRD 109261 |
| WEST ELK CAPITAL, LLC → | RIA / FO | $152M | ATLANTA, GA | CRD 292743 |
| HERITAGE WEALTH MANAGEMENT GROUP, LTD → | RIA / FO | $152M | NORFOLK, VA | CRD 148459 |
| NORTHLANDING FINANCIAL PARTNERS, LLC → | RIA / FO | $152M | ROCHESTER, NY | CRD 167055 |
| WELLSPRING ADVISORS, INC. → | RIA / FO | $152M | HILLSBORO, OR | CRD 147861 |
| TRICON → | RIA / FO | $152M | TORONTO | CRD 160558 |
| DIMENSIONS WEALTH MANAGEMENT, LLC → | RIA / FO | $152M | ROSEVILLE, CA | CRD 298928 |
| ROAN CAPITAL PARTNERS → | RIA / FO | $152M | JOHNSON CITY, TN | CRD 293119 |
| VAN DER NOORD FINANCIAL ADVISORS, INC. → | RIA / FO | $152M | GREER, SC | CRD 135556 |
| TERRA WEALTH → | RIA / FO | $152M | HIGH POINT, NC | CRD 320643 |
| CHROME ADVISORS → | RIA / FO | $152M | SAN FRANCISCO, CA | CRD 311539 |