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 13501–13600 (page 136 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| INFINITY WEALTH COUNSEL, LLC → | RIA / FO | $152M | LOVELAND, OH | CRD 171959 |
| PORTFOLIO MANAGEMENT, LLC → | RIA / FO | $152M | AUSTIN, TX | CRD 107129 |
| THE RENN WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $152M | ATLANTA, GA | CRD 117500 |
| APPLE TREE ASSET MANAGEMENT, LLC → | RIA / FO | $152M | FORT WAYNE, IN | CRD 298437 |
| REDWOOD COAST FINANCIAL PARTNERS → | RIA / FO | $152M | EUREKA, CA | CRD 226560 |
| PROVIDENCE WEALTH MANAGEMENT LLC → | RIA / FO | $152M | KNOXVILLE, TN | CRD 144902 |
| DELTA WEALTH ADVISORS LLC → | RIA / FO | $152M | – | CRD 310504 |
| LCR WEALTH MANAGEMENT LLC → | RIA / FO | $152M | WESTPORT, CT | CRD 313013 |
| SHEFFIELD ASSET MANAGEMENT, L.L.C. → | RIA / FO | $152M | CHICAGO, IL | CRD 137065 |
| HERSHEY FINANCIAL ADVISERS, LLC → | RIA / FO | $152M | LANCASTER, PA | CRD 149907 |
| FPFOCO → | RIA / FO | $152M | FORT COLLINS, CO | CRD 283890 |
| INTEGRATED WEALTH STRATEGIES, LLC → | RIA / FO | $152M | AUSTIN, TX | CRD 155254 |
| CLASSIC FINANCIAL → | RIA / FO | $152M | WESTLAKE VILLAGE, CA | CRD 120228 |
| MARKETDESK INDICES LLC → | RIA / FO | $152M | – | CRD 323393 |
| BARTLEY FINANCIAL ADVISORS, LLC → | RIA / FO | $152M | BEDFORD, NH | CRD 124293 |
| RED CRANE WEALTH MANAGEMENT, LLC → | RIA / FO | $152M | PALO ALTO, CA | CRD 284006 |
| BRIGHT INVESTMENTS, LLC → | RIA / FO | $152M | AUBURN, AL | CRD 269955 |
| CRAMER & RAUCHEGGER, INC. → | RIA / FO | $151M | MAITLAND, FL | CRD 164784 |
| TRUE WEALTH GROUP → | RIA / FO | $151M | BEND, OR | CRD 332426 |
| GREENWAY FINANCIAL, LLC → | RIA / FO | $151M | FARMINGTON HILLS, MI | CRD 288864 |
| MISSION INVESTMENT ADVISORS LLC → | RIA / FO | $151M | – | CRD 329596 |
| LEO FUND SERVICES, LLC → | RIA / FO | $151M | EDISON, NJ | CRD 163259 |
| REDWOOD GROVE WEALTH MANAGEMENT → | RIA / FO | $151M | SAN RAFAEL, CA | CRD 150667 |
| SEABORN FINANCIAL, LLC → | RIA / FO | $151M | – | CRD 159073 |
| CONVEXITAS → | RIA / FO | $151M | CHICAGO, IL | CRD 315145 |
| TWIN CITY PRIVATE WEALTH, LLC → | RIA / FO | $151M | WINSTON-SALEM, NC | CRD 315836 |
| UNIFIED WEALTH MANAGEMENT LLC → | RIA / FO | $151M | OLDSMAR, FL | CRD 284553 |
| SUNRISE FINANCIAL SERVICES LLC → | RIA / FO | $151M | BURIEN, WA | CRD 325955 |
| COTE FINANCIAL MANAGEMENT → | RIA / FO | $151M | – | CRD 153088 |
| OUTBOUND FINANCIAL → | RIA / FO | $151M | BOULDER, CO | CRD 287697 |
| ASSET MANAGEMENT GROUP INVESTMENT CORP. → | RIA / FO | $151M | GREENWOOD VILLAGE, CO | CRD 168369 |
| DRYSTONE LLC → | RIA / FO | $151M | – | CRD 146951 |
| HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. → | RIA / FO | $151M | SANTA FE, NM | CRD 164970 |
| OMICRON ADVISORS, LLC → | RIA / FO | $151M | LANCASTER, PA | CRD 165250 |
| SOUND PORTFOLIO ADVISORS, LLC → | RIA / FO | $151M | MYSTIC, CT | CRD 125511 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. → | RIA / FO | $151M | JACKSONVILLE, FL | CRD 132500 |
| THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC → | RIA / FO | $151M | BENTONVILLE, AR | CRD 293532 |
| ZENITH WEALTH PARTNERS → | RIA / FO | $151M | PHILADELPHIA, PA | CRD 304732 |
| REXFORD CAPITAL → | RIA / FO | $151M | – | CRD 128227 |
| RENAISSANCE ADVISORS → | RIA / FO | $151M | RIDGELAND, MS | CRD 175254 |
| CASCADE FINANCIAL STRATEGIES → | RIA / FO | $151M | BEND, OR | CRD 166610 |
| KARANI ASSET MANAGEMENT LLC → | RIA / FO | $151M | NEW YORK, NY | CRD 297922 |
| OPUS FINANCIAL SOLUTIONS LLC → | RIA / FO | $151M | DOWNERS GROVE, IL | CRD 282311 |
| CARMANDALIAN FINANCIAL GROUP, LLC → | RIA / FO | $151M | WESTLAKE VILLAGE, CA | CRD 292458 |
| TRADEMARK CAPITAL MANAGEMENT INC. → | RIA / FO | $151M | WATKINSVILLE, GA | CRD 214512 |
| PROSPER PRIVATE WEALTH → | RIA / FO | $151M | MESA, AZ | CRD 333708 |
| BRIDGELIGHT FINANCIAL ADVISORS, INC → | RIA / FO | $151M | SHELTON, CT | CRD 139518 |
| AXOS INVEST, INC → | RIA / FO | $151M | LAS VEGAS, NV | CRD 150953 |
| VETERI PLACE CORPORATION → | RIA / FO | $151M | PARSIPPANY, NJ | CRD 160664 |
| PROVISION ASSET, LLC → | RIA / FO | $151M | – | CRD 282183 |
| VERITAS WEALTH PARTNERS, LLC → | RIA / FO | $151M | – | CRD 312247 |
| UNIFIED INVESTMENT MANAGEMENT → | RIA / FO | $151M | ATLANTA, GA | CRD 326056 |
| AUREUM WEALTH MANAGEMENT, LLC → | RIA / FO | $151M | NORTH PALM BEACH, FL | CRD 272027 |
| MARATHON WEALTH MANAGEMENT, INC. → | RIA / FO | $151M | MELVILLE, NY | CRD 289119 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION → | RIA / FO | $151M | CARLSBAD, CA | CRD 110516 |
| POULOS ADVISORS, INC. → | RIA / FO | $150M | SOUTH BURLINGTON, VT | CRD 141905 |
| NORTH WOODS WEALTH MANAGEMENT → | RIA / FO | $150M | BUFFALO, NY | CRD 226575 |
| 1015 CAPITAL PARTNERS, LLC → | RIA / FO | $150M | – | CRD 328453 |
| INVIDIA CAPITAL MANAGEMENT, L.P. → | RIA / FO | $150M | NEW YORK, NY | CRD 331334 |
| OPTIMA CAPITAL MANAGEMENT → | RIA / FO | $150M | TEMPE, AZ | CRD 306036 |
| TITLETOWN WEALTH MANAGEMENT, LLC → | RIA / FO | $150M | GREEN BAY, WI | CRD 307752 |
| AUERBACH INVESTMENT SERVICES, LLC → | RIA / FO | $150M | NARBERTH, PA | CRD 290041 |
| ATLANTIS WEALTH ADVISORS LLC → | RIA / FO | $150M | MAUMEE, OH | CRD 169956 |
| ICOM ADVISORS, LLC → | RIA / FO | $150M | – | CRD 156386 |
| MIURA GLOBAL MANAGEMENT, LLC → | RIA / FO | $150M | – | CRD 161017 |
| MZ CAPITAL, LLC → | RIA / FO | $150M | – | CRD 134726 |
| 191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT → | RIA / FO | $150M | WYCKOFF, NJ | CRD 124288 |
| SECONDMARKET FINANCIAL, LLC → | RIA / FO | $150M | NEW YORK, NY | CRD 333332 |
| INTENTIONAL RETIREMENT, LLC → | RIA / FO | $150M | OMAHA, NE | CRD 310655 |
| 442 CAPITAL PTY LTD → | RIA / FO | $150M | SOUTH MELBOURNE | CRD 334382 |
| FELIS ADVANTAGE, LP → | RIA / FO | $150M | BOSTON, MA | CRD 335282 |
| LINCOLN CAPITAL ADVISERS LLC → | RIA / FO | $150M | CHICAGO, IL | CRD 335085 |
| UNION CAPITAL COMPANY → | RIA / FO | $150M | TUCSON, AZ | CRD 110301 |
| VF ADVISORS, LLC → | RIA / FO | $150M | LOUISVILLE, KY | CRD 334305 |
| PARRISH CAPITAL, LLC → | RIA / FO | $150M | KENNESAW, GA | CRD 172783 |
| A SMARTER WAY TO INVEST → | RIA / FO | $150M | BRIGHTON, MI | CRD 166170 |
| ALPACA → | RIA / FO | $150M | NEW YORK, NY | CRD 317262 |
| CAVALCADE CAPITAL LLC → | RIA / FO | $150M | NEW YORK, NY | CRD 327292 |
| FINANCIAL MANAGEMENT ADVISORS, INC. → | RIA / FO | $150M | TULLAHOMA, TN | CRD 117442 |
| CLEARBROOK INVESTMENT SOLUTIONS LLC → | RIA / FO | $150M | NEW YORK, NY | CRD 155607 |
| SCHNEIDER WEALTH MANAGEMENT → | RIA / FO | $150M | – | CRD 144166 |
| FINANCIAL STRATEGIES, INC. → | RIA / FO | $150M | BROOKFIELD, WI | CRD 113097 |
| ONESOURCE WEALTH MANAGEMENT → | RIA / FO | $150M | GRANITE BAY, CA | CRD 319078 |
| WHITE & COMPANY FINANCIAL PLANNING, INC. → | RIA / FO | $150M | SUNNYSIDE, WA | CRD 115326 |
| SONAS FINANCIAL GROUP, INC. → | RIA / FO | $150M | KANSAS CITY, MO | CRD 122547 |
| KEEN CAPITAL, LLC → | RIA / FO | $150M | – | CRD 283597 |
| PORTFOLIO DESIGN SERVICES, LLC → | RIA / FO | $150M | RIVER FALLS, WI | CRD 131506 |
| EVIDENT FINANCIAL → | RIA / FO | $150M | ERIE, PA | CRD 281661 |
| POLARIS FINANCIAL PLANNING, LLC. → | RIA / FO | $150M | – | CRD 123035 |
| SECOND SUMMIT WEALTH MANAGEMENT, LLC → | RIA / FO | $150M | – | CRD 317984 |
| CMG FINANCIAL CONSULTING → | RIA / FO | $150M | – | CRD 288359 |
| CLARITY FINANCIAL ADVISORS LLC → | RIA / FO | $150M | ST. PETERSBURG, FL | CRD 323321 |
| OAKMONT ADVISORY GROUP, LLC → | RIA / FO | $150M | ALBUQUERQUE, NM | CRD 158890 |
| PUREWATER CAPITAL, LLC → | RIA / FO | $149M | FORT WORTH, TX | CRD 166154 |
| MONSON WEALTH MANAGEMENT, INC. → | RIA / FO | $149M | KENNEWICK, WA | CRD 169857 |
| FUND ADVISORS OF AMERICA INC → | RIA / FO | $149M | ORLANDO, FL | CRD 112567 |
| GUARDANT WEALTH ADVISORS → | RIA / FO | $149M | MIAMI, FL | CRD 339708 |
| CARDENAS ASSET MANAGEMENT, LLC → | RIA / FO | $149M | – | CRD 114943 |
| BELLINGHAM CAPITAL → | RIA / FO | $149M | BELLINGHAM, WA | CRD 151684 |
| CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC → | RIA / FO | $149M | NEW YORK, NY | CRD 318867 |