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 13701–13800 (page 138 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| THE STEWARDSHIP CENTER, INC. → | RIA / FO | $146M | – | CRD 112626 |
| CORNERSTONE WEALTH PARTNERS, LLC → | RIA / FO | $146M | OKEMOS, MI | CRD 146602 |
| SCALEBUILDER, LLC → | RIA / FO | $146M | NEW YORK, NY | CRD 313276 |
| BLUEWATER WEALTH ADVISORS, LLC → | RIA / FO | $146M | VESTAVIA HILLS, AL | CRD 330078 |
| PARADY WEALTH MANAGEMENT → | RIA / FO | $146M | THE VILLAGES, FL | CRD 169997 |
| SUMMIT HILL WEALTH MANAGEMENT, LLC → | RIA / FO | $146M | GREENWOOD VILLAGE, CO | CRD 296740 |
| CORNERSTONE WEALTH ADVISORS, INC. → | RIA / FO | $146M | CARLSBAD, CA | CRD 309544 |
| SOMERSET GROUP LLC → | RIA / FO | $146M | WAYZATA, MN | CRD 160282 |
| THE SHER WEALTH MANAGEMENT GROUP → | RIA / FO | $146M | NEEDHAM, MA | CRD 172369 |
| OWLHOUSE CAPITAL LP → | RIA / FO | $146M | NEW YORK, NY | CRD 328210 |
| OCTOBER EFFECT LTD. → | RIA / FO | $146M | VIRGINIA BEACH, VA | CRD 281369 |
| ASCENDOR WEALTH, LLC → | RIA / FO | $146M | WILMINGTON, NC | CRD 148969 |
| CHAPMAN & CHAPMAN ADVISORS LLC → | RIA / FO | $146M | CHAGRIN FALLS, OH | CRD 122655 |
| HUMBLE CAPITAL MANAGEMENT LLC → | RIA / FO | $146M | HONOLULU, HI | CRD 158115 |
| MFG PRIVATE WEALTH → | RIA / FO | $146M | CANONSBURG, PA | CRD 334574 |
| SPYRNAL FINANCIAL GROUP → | RIA / FO | $146M | BOKEELIA, FL | CRD 299957 |
| KALEEL INVESTMENT ADVISORS, LLC → | RIA / FO | $145M | BOSTON, MA | CRD 131216 |
| THE PRACTICAL PLANNER → | RIA / FO | $145M | GROTON, MA | CRD 130601 |
| GULLANE CAPITAL, LLC → | RIA / FO | $145M | JACKSONVILLE, FL | CRD 313464 |
| CAPITAL MANAGEMENT SERVICES, INC. → | RIA / FO | $145M | MANCHESTER, MO | CRD 118260 |
| BLUE FINANCIAL → | RIA / FO | $145M | CHARLOTTE, NC | CRD 330324 |
| STAPP WEALTH MANAGEMENT, PLLC → | RIA / FO | $145M | OLYMPIA, WA | CRD 116553 |
| DANIEL KRUG & ASSOCIATES → | RIA / FO | $145M | CLARKSTON, MI | CRD 298532 |
| GCI FINANCIAL GROUP → | RIA / FO | $145M | MENDHAM, NJ | CRD 124193 |
| IGW ADVISORY INVESTMENT MANAGEMENT LLC → | RIA / FO | $145M | – | CRD 333479 |
| BFI WEALTH SOLUTIONS, LLC → | RIA / FO | $145M | DALLAS, TX | CRD 319185 |
| CONCORD ATLANTIC, INC. → | RIA / FO | $145M | – | CRD 121820 |
| SOUTH COVE FINANCIAL, LLC → | RIA / FO | $145M | – | CRD 284554 |
| WINNACLE WEALTH, LLC → | RIA / FO | $145M | WACO, TX | CRD 317181 |
| SIERRA FINANCIAL ADVISORY → | RIA / FO | $145M | – | CRD 130934 |
| TWIN CITIES RETIREMENT GROUP → | RIA / FO | $145M | PLYMOUTH, MN | CRD 154974 |
| RHO ACCELERATION → | RIA / FO | $145M | NEW YORK, NY | CRD 313160 |
| DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC → | RIA / FO | $145M | NASHVILLE, TN | CRD 286575 |
| COLLABORATIVE FUND ADVISORS → | RIA / FO | $145M | RENO, NV | CRD 327121 |
| VISION CAPITAL & MANAGEMENT → | RIA / FO | $145M | – | CRD 118363 |
| BETRO MILESZKO & COMPANY → | RIA / FO | $145M | FOXBORO, MA | CRD 145184 |
| WULFF, HANSEN & CO. → | RIA / FO | $145M | SAN RAFAEL, CA | CRD 908 |
| BLUESTONE INVESTMENT MANAGER, LLC → | RIA / FO | $145M | MCLEAN, VA | CRD 296820 |
| MONETTA FINANCIAL SERVICES INC → | RIA / FO | $145M | WHEATON, IL | CRD 105367 |
| LANDON CAPITAL PARTNERS, LLC → | RIA / FO | $145M | BOSTON, MA | CRD 292398 |
| TRAILWISE FINANCIAL PARTNERS, LLC → | RIA / FO | $145M | GOLDEN, CO | CRD 323530 |
| BTS ASSET MANAGEMENT, INC. → | RIA / FO | $145M | LINCOLN, MA | CRD 105215 |
| CSL CAPITAL MANAGEMENT, L.P. → | RIA / FO | $145M | HOUSTON, TX | CRD 158340 |
| WAGNER PLANNING → | RIA / FO | $145M | LAKE OSWEGO, OR | CRD 318448 |
| KNOX AVENUE FINANCIAL CORP. → | RIA / FO | $145M | ST. PAUL, MN | CRD 289094 |
| EAN EQUITY FINANCIAL SERVICES LLC → | RIA / FO | $145M | – | CRD 117064 |
| DAVIS FINANCIAL MANAGEMENT, INC. → | RIA / FO | $145M | OVERLAND PARK, KS | CRD 143410 |
| STERLING FINANCIAL ADVISORS, LLC → | RIA / FO | $145M | – | CRD 107783 |
| SCENIC MANAGEMENT LLC → | RIA / FO | $145M | SAN FRANCISCO, CA | CRD 315808 |
| COLUMBUS STREET WEALTH MANAGEMENT, LLC → | RIA / FO | $145M | – | CRD 301788 |
| A.G.P. ASSET MANAGEMENT LLC → | RIA / FO | $144M | NEW YORK, NY | CRD 339720 |
| RENAISSANCE CAPITAL LLC → | RIA / FO | $144M | STAMFORD, CT | CRD 109945 |
| GLOVER PARK WEALTH MANAGEMENT, LLC → | RIA / FO | $144M | ARLINGTON, VA | CRD 309793 |
| ASSET MANAGEMENT CONSULTING SERVICES, INC. → | RIA / FO | $144M | LIVINGSTON, NJ | CRD 128793 |
| TOTEM POINT MANAGEMENT, LLC → | RIA / FO | $144M | NEW YORK, NY | CRD 169824 |
| BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. → | RIA / FO | $144M | TORONTO, ONTARIO | CRD 297648 |
| BONA FIDE WEALTH → | RIA / FO | $144M | – | CRD 330982 |
| PALADINO WEALTH → | RIA / FO | $144M | MONTGOMERY, TX | CRD 307799 |
| SHELTER WEALTH STRATEGIES, LLC → | RIA / FO | $144M | HOUSTON, TX | CRD 170655 |
| SUMMA GLOBAL ADVISORS, LLC → | RIA / FO | $144M | CLACKAMAS, OR | CRD 148713 |
| VAN DIEST CAPITAL → | RIA / FO | $144M | POLK CITY, IA | CRD 334743 |
| PRIVATE LANE CAPITAL, LLC → | RIA / FO | $144M | – | CRD 124999 |
| JAMES I. BLACK & COMPANY → | RIA / FO | $144M | LAKELAND, FL | CRD 1249 |
| TACTIVEST, LLC → | RIA / FO | $144M | – | CRD 173309 |
| PMG FAMILY OFFICE, LLC → | RIA / FO | $144M | PLANO, TX | CRD 312154 |
| HAVEN CAPITAL GROUP → | RIA / FO | $144M | WESTLAKE VILLAGE, CA | CRD 149641 |
| RUSHMONT CAPITAL MANAGEMENT → | RIA / FO | $144M | NEW YORK, NY | CRD 333041 |
| KESTREL WEALTH MANAGEMENT, LLC → | RIA / FO | $144M | SOUTH BEND, IN | CRD 153503 |
| VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC → | RIA / FO | $144M | WAYNE, PA | CRD 287809 |
| BGV FINANCIAL ADVISORS → | RIA / FO | $144M | MIAMI, FL | CRD 324511 |
| DAVIDOV FINANCIAL COACHING, LLC → | RIA / FO | $144M | NEW HYDE PARK, NY | CRD 166794 |
| CORE WEALTH ADVISORS → | RIA / FO | $144M | INDIANAPOLIS, IN | CRD 157436 |
| AQUA CAPITAL ADVISORS → | RIA / FO | $144M | LOS ANGELES, CA | CRD 151887 |
| CHASTAIN WEALTH MANAGEMENT → | RIA / FO | $144M | – | CRD 285551 |
| ORTELIUS CAPITAL PARTNERS → | RIA / FO | $144M | NEW YORK, NY | CRD 138284 |
| ARISTA ADVISORY GROUP, LLC → | RIA / FO | $144M | ALBANY, NY | CRD 285722 |
| PROCORE ADVISORS, LLC → | RIA / FO | $144M | NEWPORT BEACH, CA | CRD 289037 |
| OLD BRIDGE WEALTH, INC → | RIA / FO | $144M | SYOSSET, NY | CRD 332180 |
| FOG CITY ADVISORS, LLC → | RIA / FO | $144M | ALBANY, CA | CRD 321822 |
| STAR CAPITAL INC. → | RIA / FO | $144M | EDINA, MN | CRD 171057 |
| TODO CAPITAL, LLC → | RIA / FO | $144M | – | CRD 167858 |
| MLG FUND MANAGER LLC → | RIA / FO | $144M | BROOKFIELD, WI | CRD 335692 |
| SERVANT FINANCIAL, LTD. → | RIA / FO | $144M | – | CRD 135183 |
| WHITE OAK FINANCIAL MANAGEMENT, INC → | RIA / FO | $143M | ASHEVILLE, NC | CRD 142615 |
| MAYFIELD ADVISORS, INC. → | RIA / FO | $143M | PALO ALTO, CA | CRD 144072 |
| GSV ASSET MANAGEMENT, LLC → | RIA / FO | $143M | DALLAS, TX | CRD 154664 |
| ETNA CAPITAL → | RIA / FO | $143M | HONG KONG | CRD 330644 |
| LYNCH INVESTMENT PLANNING, LLC → | RIA / FO | $143M | NEWTOWN SQUARE, PA | CRD 115956 |
| FOUR LION CAPITAL, LP → | RIA / FO | $143M | NEW YORK, NY | CRD 333602 |
| MARTINSEN WEALTH MANAGEMENT → | RIA / FO | $143M | TEMPE, AZ | CRD 332433 |
| CYPRESS CAPITAL → | RIA / FO | $143M | TALLAHASSEE, FL | CRD 335347 |
| GRANITE STATE RETIREMENT PLANNING, INC. → | RIA / FO | $143M | BEDFORD, NH | CRD 141899 |
| FOREST CAPITAL → | RIA / FO | $143M | CONCORD, NC | CRD 325514 |
| RIVERTREE WEALTH → | RIA / FO | $143M | LITTLE ROCK, AR | CRD 329595 |
| PRIVATE CLIENT GROUP ASSET MANAGEMENT → | RIA / FO | $143M | GLADSTONE, NJ | CRD 148208 |
| S. R. SCHILL & ASSOCIATES, INC. → | RIA / FO | $143M | MERCER ISLAND, WA | CRD 105864 |
| VERUS WEALTH MANAGEMENT → | RIA / FO | $143M | DE PERE, WI | CRD 323130 |
| BLANK EQUITY MANAGEMENT LLC → | RIA / FO | $143M | PORT WASHINGTON, NY | CRD 153570 |
| GERSTEMEIER FINANCIAL GROUP,LLC → | RIA / FO | $143M | – | CRD 127052 |
| BYRNE & COMPANY WEALTH MANAGEMENT, LLC → | RIA / FO | $143M | OLYMPIA, WA | CRD 160581 |