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 13601–13700 (page 137 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SIDOXIA CAPITAL MANAGEMENT, LLC → | RIA / FO | $149M | NEWPORT BEACH, CA | CRD 145969 |
| HARBORFRONT FINANCIAL GROUP → | RIA / FO | $149M | LUDINGTON, MI | CRD 331763 |
| PEAK AMERICAN INVESTMENT ADVISORS, INC. → | RIA / FO | $149M | PLANO, TX | CRD 145056 |
| BROOKLINE WEALTH, LLC → | RIA / FO | $149M | AUSTIN, TX | CRD 322787 |
| VIS ADVISORS, LP → | RIA / FO | $149M | NEW YORK, NY | CRD 240786 |
| SANDERS & SCOTT, CHFC → | RIA / FO | $149M | WATKINSVILLE, GA | CRD 125741 |
| HARVEST FINANCIAL PARTNERS → | RIA / FO | $149M | PAOLI, PA | CRD 146162 |
| COMPASS FINANCIAL GROUP, INC. → | RIA / FO | $149M | DUBLIN, OH | CRD 130867 |
| COLUMN PARK ASSET MANAGEMENT, LP → | RIA / FO | $149M | COCOA BEACH, FL | CRD 169730 |
| AURORA WEALTH ADVISORS → | RIA / FO | $149M | SAN DIEGO, CA | CRD 322947 |
| WAGNER WEALTH MANAGEMENT, CORP. → | RIA / FO | $149M | CONYNGHAM, PA | CRD 324196 |
| PEERLESS WEALTH → | RIA / FO | $149M | COLUMBUS, OH | CRD 305807 |
| QUANTUM FINANCIAL PARTNERS LLC → | RIA / FO | $149M | OVERLAND PARK, KS | CRD 138112 |
| BEACON HILL WEALTH MANAGEMENT LTD → | RIA / FO | $149M | VICTORIA, BC | CRD 325860 |
| CURTIS WEALTH MANAGEMENT LLC → | RIA / FO | $149M | HENDERSON, NV | CRD 312245 |
| SONNET, LLC → | RIA / FO | $148M | SPRING, TX | CRD 282882 |
| ACCUMULATOR OPERATIONS LLC → | RIA / FO | $148M | CORAL GABLES, FL | CRD 341270 |
| ARBORFI ADVISORS, LLC → | RIA / FO | $148M | ANN ARBOR, MI | CRD 305009 |
| PRESTIGE WEALTH MANAGEMENT → | RIA / FO | $148M | SOUTHLAKE, TX | CRD 336264 |
| DELLORA INVESTMENTS LP → | RIA / FO | $148M | GREENWICH, CT | CRD 310885 |
| TOWNSEND FINANCIAL PLANNING → | RIA / FO | $148M | MT. STERLING, KY | CRD 141571 |
| TSAI CAPITAL CORPORATION → | RIA / FO | $148M | – | CRD 137578 |
| TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. → | RIA / FO | $148M | COSTA MESA, CA | CRD 146778 |
| SKYLINE FINANCIAL NORTHWEST → | RIA / FO | $148M | PORTLAND, OR | CRD 146844 |
| DREHER FINANCIAL PARTNERS → | RIA / FO | $148M | SOUTHERN PINES, NC | CRD 104537 |
| QUORUS INC. → | RIA / FO | $148M | WESTPORT, CT | CRD 323161 |
| HUNDREDFOLD ADVISORS, LLC → | RIA / FO | $148M | VIRGINIA BEACH, VA | CRD 131854 |
| STAVIS WEALTH TRANSFER SOLUTIONS → | RIA / FO | $148M | HOUSTON, TX | CRD 328185 |
| MUELLER WEALTH → | RIA / FO | $148M | MISHICOT, WI | CRD 306943 |
| NICH CAPITAL PARTNERS, INC. → | RIA / FO | $148M | – | CRD 159260 |
| BROADWING CAPITAL ADVISORS, INC. → | RIA / FO | $148M | LARKSPUR, CA | CRD 127513 |
| TOTAL WEALTH SOLUTIONS → | RIA / FO | $148M | LOS ALTOS, CA | CRD 327794 |
| BARRETT WEALTH CONNECTION LLC → | RIA / FO | $148M | SPRING GROVE, IL | CRD 161020 |
| PALLER FINANCIAL SERVICES, INC. → | RIA / FO | $148M | CENTENNIAL, CO | CRD 161531 |
| GEOVEST ADVISORS INC → | RIA / FO | $148M | FAIRPORT, NY | CRD 105906 |
| BULWARK CAPITAL CORPORATION → | RIA / FO | $148M | – | CRD 139266 |
| FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC → | RIA / FO | $148M | – | CRD 314171 |
| CATCHMENT CAPITAL, L.P. → | RIA / FO | $148M | NEW YORK, NY | CRD 335631 |
| TUVE INVESTMENT MANAGEMENT, INC. → | RIA / FO | $148M | WATERLOO, IA | CRD 226702 |
| FLYOVER CAPITAL PARTNERS, LLC → | RIA / FO | $148M | KANSAS CITY, MO | CRD 173709 |
| FINANCIAL AVENUES → | RIA / FO | $148M | – | CRD 153458 |
| AWH CAPITAL, L.P. → | RIA / FO | $148M | DALLAS, TX | CRD 146740 |
| PLAN2THRIVE FINANCIAL → | RIA / FO | $148M | ELDRIDGE, IA | CRD 317005 |
| STEMBROOK ASSET MANAGEMENT, LLC → | RIA / FO | $148M | RED BANK, NJ | CRD 144116 |
| CHUNG WU INVESTMENT GROUP, LLC → | RIA / FO | $147M | SUGAR LAND, TX | CRD 170362 |
| PEACHCAP TAX & ADVISORY, LLC → | RIA / FO | $147M | ATLANTA, GA | CRD 158729 |
| EDMP, INC. → | RIA / FO | $147M | LUTZ, FL | CRD 110248 |
| BLUE BEAR FINANCIAL, LLC → | RIA / FO | $147M | – | CRD 331226 |
| FIT WEALTH MANAGEMENT → | RIA / FO | $147M | CENTENNIAL, CO | CRD 281494 |
| OUTLOOK CAPITAL MANAGEMENT, LLC → | RIA / FO | $147M | ARLINGTON HEIGHTS, IL | CRD 132339 |
| CHELSEA ADVISORY SERVICES, INC → | RIA / FO | $147M | STATEN ISLAND, NY | CRD 150791 |
| RABE INVESTMENT CONSULTING GROUP → | RIA / FO | $147M | RICHFIELD, OH | CRD 316029 |
| HORIZON WEALTH → | RIA / FO | $147M | DENVER, CO | CRD 333752 |
| CROSS BORDER FINANCIAL PLANNING USA LLC → | RIA / FO | $147M | PHILADELPHIA, PA | CRD 317154 |
| DBA BIG MONEY RETIREMENT AND BIG RETIREMENT → | RIA / FO | $147M | GREENVILLE, SC | CRD 318698 |
| WEALTHPOINT ADVISORS → | RIA / FO | $147M | CRAMERTON, NC | CRD 332312 |
| SPARK FINANCIAL ADVISORS → | RIA / FO | $147M | RICHMOND, VA | CRD 296914 |
| CROSS SHORE CAPITAL MANAGEMENT, LLC → | RIA / FO | $147M | GREAT NECK, NY | CRD 136650 |
| ELITE LIFE MANAGEMENT LLC → | RIA / FO | $147M | ERIE, PA | CRD 310917 |
| ENTELEVEST, LLC → | RIA / FO | $147M | CORAL GABLES, FL | CRD 318115 |
| HOLBROOK GLOBAL STRATEGIES → | RIA / FO | $147M | PALO ALTO, CA | CRD 127059 |
| THE PROSPERITY PEOPLE → | RIA / FO | $147M | BELLEVUE, KY | CRD 124957 |
| HERITAGE CAPITAL, LLC → | RIA / FO | $147M | WOODBRIDGE, CT | CRD 127650 |
| KOON FINANCIAL PLANNING & CONSULTING/KFP&C → | RIA / FO | $147M | GREENWOOD, IN | CRD 126051 |
| PROFICIENT WEALTH COUNSELORS, LLC → | RIA / FO | $147M | NORWOOD, MA | CRD 152640 |
| BUCHER WEALTH ADVISORS → | RIA / FO | $147M | SAN MATEO, CA | CRD 154878 |
| CLF ASSET MANAGEMENT, INC. → | RIA / FO | $147M | MADISON, WI | CRD 284060 |
| HOBBS WEALTH MANAGEMENT → | RIA / FO | $147M | ZIONSVILLE, IN | CRD 325374 |
| ARTIENCE CAPITAL MANAGEMENT, LLC → | RIA / FO | $147M | – | CRD 150762 |
| MONEY MANAGERS, INC. → | RIA / FO | $147M | SAN ANTONIO, TX | CRD 104529 |
| FINANCIAL ADVISORY SERVICES → | RIA / FO | $147M | SALT LAKE CITY, UT | CRD 118496 |
| WEALTHGEN ADVISORS, LLC → | RIA / FO | $147M | SARASOTA, FL | CRD 306196 |
| STONE STEPS FINANCIAL, LLC → | RIA / FO | $147M | ENCINITAS, CA | CRD 175289 |
| VISION CAPITAL PARTNERS → | RIA / FO | $147M | ANN ARBOR, MI | CRD 175147 |
| LUCIEN STIRLING & GRAY ADVISORY GROUP INC → | RIA / FO | $147M | AUSTIN, TX | CRD 112641 |
| ROBOSTRATEGY ADVISORS → | RIA / FO | $147M | SAN JUAN, PR | CRD 337701 |
| MOELIS CAPITAL PARTNERS LLC → | RIA / FO | $147M | NEW YORK, NY | CRD 154219 |
| PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. → | RIA / FO | $146M | KING OF PRUSSIA, PA | CRD 155652 |
| MFG INVESTMENTS, LLC → | RIA / FO | $146M | MEDFORD, NJ | CRD 125122 |
| PARAMOUNT ASSOCIATES WEALTH MANAGEMENT → | RIA / FO | $146M | GREENWOOD VILLAGE, CO | CRD 288537 |
| ULTA WEALTH MANAGEMENT, LLC → | RIA / FO | $146M | LAS VEGAS, NV | CRD 310879 |
| J. MARK NICKELL & CO. → | RIA / FO | $146M | BRENTWOOD, TN | CRD 111635 |
| THE WEALTH ADVANTAGE GROUP, INC. → | RIA / FO | $146M | COLUMBUS, OH | CRD 122231 |
| FORT ADVISORS INC → | RIA / FO | $146M | AUSTIN, TX | CRD 299243 |
| BIRDROCK WEALTH → | RIA / FO | $146M | AUSTIN, TX | CRD 138872 |
| ESSEX RIDGE CAPITAL GROUP, LLC → | RIA / FO | $146M | ST. LOUIS, MO | CRD 145795 |
| WELLINGTON-ALTUS USA INC. → | RIA / FO | $146M | WINNIPEG, MANITOBA | CRD 297314 |
| C&S INVESTMENT → | RIA / FO | $146M | VADUZ, VADUZ | CRD 294103 |
| THE LIFE GROUP FINANCIAL SERVICES → | RIA / FO | $146M | DUBUQUE, IA | CRD 277091 |
| KRUSE ASSET MANAGEMENT, LLC → | RIA / FO | $146M | CHICAGO, IL | CRD 143204 |
| WESTBOUND EQUITY MANAGEMENT, LLC → | RIA / FO | $146M | PALO ALTO, CA | CRD 306955 |
| FMB RETIREMENT SERVICES → | RIA / FO | $146M | WESTLAKE VILLAGE, CA | CRD 164571 |
| JEFFERSON BRIDGE CAPITAL, LLC → | RIA / FO | $146M | NASHVILLE, TN | CRD 325636 |
| MANNA WEALTH MANAGEMENT → | RIA / FO | $146M | MIAMI BEACH, FL | CRD 332313 |
| CORE ALPHA, INC. → | RIA / FO | $146M | ROCHESTER, NY | CRD 119635 |
| CAMPBELL ASSET MANAGEMENT, LLC → | RIA / FO | $146M | CHATTANOOGA, TN | CRD 125052 |
| MILLENNIAL WEALTH ADVISORS → | RIA / FO | $146M | – | CRD 174201 |
| MERCANTILE INVESTMENT ADVISORS → | RIA / FO | $146M | WICHITA FALLS, TX | CRD 165094 |
| FORESEE WEALTH ADVISORS → | RIA / FO | $146M | BELLEVUE, WA | CRD 333296 |
| EAGLE FINANCIAL STRATEGIES → | RIA / FO | $146M | BANGOR, ME | CRD 138825 |