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 13801–13900 (page 139 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FEATHERINGILL CAPITAL, LLC → | RIA / FO | $143M | BIRMINGHAM, AL | CRD 299523 |
| TAYLOR CAPITAL MANAGEMENT → | RIA / FO | $143M | – | CRD 147445 |
| STONE WEALTH PARTNERS LLC → | RIA / FO | $143M | LAFAYETTE, LA | CRD 308429 |
| APPIAN WAY FINANCIAL → | RIA / FO | $143M | PASADENA, CA | CRD 168109 |
| APPLIED FUNDAMENTAL RESEARCH, LLC → | RIA / FO | $143M | CAMBRIDGE, MA | CRD 167645 |
| LANE FAMILY WEALTH MANAGEMENT → | RIA / FO | $143M | NORTH LIBERTY, IA | CRD 337964 |
| ULTRA ADVISORY GROUP → | RIA / FO | $143M | IRVINE, CA | CRD 338775 |
| BRETT JOSEY WEALTH MANAGEMENT LLC → | RIA / FO | $143M | – | CRD 107870 |
| KOPION ASSET MANAGEMENT, LLC → | RIA / FO | $143M | MCKINNEY, TX | CRD 152693 |
| PERSONALIZED FINANCIAL SOLUTIONS LLC → | RIA / FO | $143M | CLEARWATER, FL | CRD 306475 |
| VCP FINANCIAL LLC → | RIA / FO | $143M | STATEN ISLAND, NY | CRD 167901 |
| STEPHEN J. GARRY & ASSOCIATES, LLC → | RIA / FO | $143M | GARDEN CITY, NY | CRD 295068 |
| VISTA CIMA WEALTH MANAGEMENT LLC → | RIA / FO | $143M | – | CRD 304672 |
| RITTMANN CAPITAL MANAGEMENT CO → | RIA / FO | $142M | MORAGA, CA | CRD 108762 |
| THE ADVISORS GROUP → | RIA / FO | $142M | LUBBOCK, TX | CRD 290104 |
| CASTLETON PARTNERS, LLC → | RIA / FO | $142M | – | CRD 140873 |
| RJ PATTERSON GROUP → | RIA / FO | $142M | SAN DIEGO, CA | CRD 281752 |
| ALLSTATE FINANCIAL ADVISORS, LLC → | RIA / FO | $142M | LINCOLN, NE | CRD 109524 |
| SAPPHIRE STAR CAPITAL LLC → | RIA / FO | $142M | REDMOND, WA | CRD 226665 |
| CROWN MANAGEMENT ADVISORS, LLC → | RIA / FO | $142M | ATLANTA, GA | CRD 326369 |
| J. L. PERKINS WEALTH MANAGEMENT, LLC → | RIA / FO | $142M | MACON, GA | CRD 174308 |
| LTG CAPITAL LLC → | RIA / FO | $142M | FRAMINGHAM, MA | CRD 128216 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC → | RIA / FO | $142M | EDINA, MN | CRD 163088 |
| WEST TOWER GROUP, LLC → | RIA / FO | $142M | RICHMOND, VA | CRD 323520 |
| BARNETT & CO INC → | RIA / FO | $142M | CHATTANOOGA, TN | CRD 105867 |
| HEYDORN STONE CAPITAL MANAGEMENT LLC → | RIA / FO | $142M | LARCHMONT, NY | CRD 125903 |
| FORTRESS FINANCIAL SOLUTIONS, LLC → | RIA / FO | $142M | TUCSON, AZ | CRD 143969 |
| FREEDOM ASSET MANAGEMENT → | RIA / FO | $142M | SPOKANE, WA | CRD 335660 |
| SYNDICATED CAPITAL, INC. → | RIA / FO | $142M | DIAMOND BAR, CA | CRD 29037 |
| ABDIEL CAPITAL ADVISORS, LP → | RIA / FO | $142M | NEW YORK, NY | CRD 161410 |
| FINANCIAL TRUST ASSET MANAGEMENT CHARTERED → | RIA / FO | $142M | BOCA RATON, FL | CRD 108998 |
| MIDWEST FINANCIAL NETWORK, LLC → | RIA / FO | $142M | TINLEY PARK, IL | CRD 302095 |
| KENNONDALE CAPITAL MANAGEMENT → | RIA / FO | $142M | RICHMOND, VA | CRD 299863 |
| SEVERIN INVESTMENTS LLC → | RIA / FO | $142M | ST. LOUIS, MO | CRD 166567 |
| STOCK MANAGEMENT LLC → | RIA / FO | $142M | – | CRD 113902 |
| PULLIAM FAMILY OFFICE, LLC → | RIA / FO | $142M | CRESTED BUTTE, CO | CRD 338839 |
| LANIER ASSET MANAGEMENT, LLC → | RIA / FO | $142M | LOUISVILLE, KY | CRD 150888 |
| PIVOT POINT ADVISORS, LLC → | RIA / FO | $142M | BELLAIRE, TX | CRD 130562 |
| OCTOBER WEALTH ADVISORS, INC → | RIA / FO | $142M | FORT SMITH, AR | CRD 153993 |
| EQUITY ADVISORS OF KENTUCKY INC → | RIA / FO | $142M | LEXINGTON, KY | CRD 116398 |
| PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC → | RIA / FO | $142M | LOS GATOS, CA | CRD 173288 |
| THINK DIFFERENT FINANCIAL PLANNING → | RIA / FO | $142M | – | CRD 312539 |
| INTEGRATED FINANCIAL CONSULTING, LLC → | RIA / FO | $141M | AIRMONT, NY | CRD 130920 |
| CLARITY INVESTMENTS + PLANNING LLC → | RIA / FO | $141M | MOUNT KISCO, NY | CRD 148888 |
| BOURKE WEALTH MANAGEMENT → | RIA / FO | $141M | SANTA BARBARA, CA | CRD 297957 |
| OLYMPUS PEAKS FINANCIAL, LLC → | RIA / FO | $141M | SANDY, UT | CRD 283040 |
| MJB ASSET MANAGEMENT LLC → | RIA / FO | $141M | NEW YORK, NY | CRD 109940 |
| ST. CLAIR FINANCIAL → | RIA / FO | $141M | ROSEVILLE, CA | CRD 151251 |
| DERIVE WEALTH → | RIA / FO | $141M | PASADENA, CA | CRD 284619 |
| MARKLE FINANCIAL LLC → | RIA / FO | $141M | LARAMIE, WY | CRD 302088 |
| FRUGE' CAPITAL ADVISORS, LLC (FORMERLY OXFORD INVESTMENT ADV) → | RIA / FO | $141M | OXFORD, MS | CRD 149447 |
| STORMS & ROWDON FINANCIAL SERVICES, INC. → | RIA / FO | $141M | ORMOND BEACH, FL | CRD 334690 |
| GARY L. GREENBERG → | RIA / FO | $141M | EDEN PRAIRIE, MN | CRD 108423 |
| HAWTHORN CAPITAL MANAGEMENT, LLC → | RIA / FO | $141M | – | CRD 140752 |
| LITTLEFIELD ASSET MANAGEMENT, INC. → | RIA / FO | $141M | – | CRD 109602 |
| DOUGHERTY INVESTMENT ADVISORS → | RIA / FO | $141M | SPRING HILL, FL | CRD 142284 |
| MERCURIO WEALTH ADVISORS → | RIA / FO | $141M | LOUISVILLE, KY | CRD 283632 |
| MARATHON WEALTH PARTNERS, INC → | RIA / FO | $141M | – | CRD 337665 |
| ENTRUST INVESTMENT SERVICES, INC → | RIA / FO | $141M | CAMPBELL, CA | CRD 324860 |
| LIFEPLAN FINANCIAL, LLC → | RIA / FO | $141M | MANKATO, MN | CRD 136981 |
| CLEMENT STREET CAPITAL LLC → | RIA / FO | $141M | DOWNERS GROVE, IL | CRD 159684 |
| FORTUNE FINANCIAL GROUP, INC. → | RIA / FO | $141M | – | CRD 111378 |
| LIBERTY ASSET MANAGEMENT → | RIA / FO | $141M | ALLENTOWN, PA | CRD 142094 |
| ADDITIVE ADVISORY PBC → | RIA / FO | $141M | MEMPHIS, TN | CRD 283979 |
| WOLVERINE WEALTH ADVISORY SERVICES INC. → | RIA / FO | $141M | BLOOMFIELD HILLS, MI | CRD 146564 |
| WILMINGTON TRUST INVESTMENT MANAGEMENT → | RIA / FO | $141M | WILMINGTON, DE | CRD 19396 |
| IMMACULATE WEALTH MANAGEMENT, LLC → | RIA / FO | $141M | MESA, AZ | CRD 167657 |
| MESTMAKER & PETREY WEALTH ADVISORS → | RIA / FO | $141M | BAKERSFIELD, CA | CRD 148484 |
| SHERMAN ASSET MANAGEMENT, INC. → | RIA / FO | $141M | VENTURA, CA | CRD 170861 |
| DLK INVESTMENT ADVISORS, LLC → | RIA / FO | $141M | MERCER ISLAND, WA | CRD 328897 |
| VERTIS WEALTH, LLC → | RIA / FO | $141M | CHICAGO, IL | CRD 307270 |
| CLEAR SKY FINANCIAL, LP → | RIA / FO | $141M | PROSPER, TX | CRD 298551 |
| RSG INVESTMENTS LLC → | RIA / FO | $141M | OVERLAND PARK, KS | CRD 323527 |
| ACTITRUST WEALTH MANAGEMENT LLC → | RIA / FO | $141M | PLANTATION, FL | CRD 284827 |
| MILLINGTON SECURITIES, LLC → | RIA / FO | $141M | RED BANK, NJ | CRD 147298 |
| STEELE STREET CAPITAL LLC → | RIA / FO | $140M | KITTERY, ME | CRD 331520 |
| PLAN FIRST WEALTH LLC → | RIA / FO | $140M | – | CRD 289185 |
| MWM WEALTH ADVISORY, LLC → | RIA / FO | $140M | PLYMOUTH, MN | CRD 287705 |
| MICROVEST CAPITAL MANAGEMENT → | RIA / FO | $140M | WASHINGTON, DC | CRD 153395 |
| GLASSBEAD CAPITAL MANAGEMENT LLC → | RIA / FO | $140M | MIAMI BEACH, FL | CRD 298816 |
| OLIVE BRANCH CAPITAL, LLC → | RIA / FO | $140M | – | CRD 302094 |
| SAVIOR WEALTH → | RIA / FO | $140M | WELLESLEY, MA | CRD 299178 |
| EXCOMP ASSET MANAGEMENT LTD → | RIA / FO | $140M | MELVILLE, NY | CRD 110434 |
| MONROE CAPITAL REAL ESTATE CREDIT ADVISORS, LLC → | RIA / FO | $140M | CHICAGO, IL | CRD 336266 |
| AGMAN CAPITAL → | RIA / FO | $140M | OMAHA, NE | CRD 334799 |
| HOYA CAPITAL REAL ESTATE, LLC → | RIA / FO | $140M | ROWAYTON, CT | CRD 281848 |
| QM ADVISORS LLC → | RIA / FO | $140M | – | CRD 297438 |
| DYNAMIC WEALTH ADVISORS → | RIA / FO | $140M | SURPRISE, AZ | CRD 169792 |
| BOSMAN WEALTH MANAGEMENT, LLC → | RIA / FO | $140M | REDLANDS, CA | CRD 290550 |
| FLAGSHIP INVESTMENT MANAGEMENT LLC → | RIA / FO | $140M | HOUSTON, TX | CRD 332788 |
| LARSON WILLIAMS WEALTH ADVISORS, LLC → | RIA / FO | $140M | CEDAR CITY, UT | CRD 311414 |
| CHIPSER WEALTH MANAGEMENT, LLC → | RIA / FO | $140M | DESTIN, FL | CRD 306396 |
| FORTIS PORTFOLIO SOLUTIONS, LLC → | RIA / FO | $140M | CHICAGO, IL | CRD 314886 |
| CLAREMONT FINANCIAL GROUP,INC. → | RIA / FO | $140M | CLAREMONT, CA | CRD 107806 |
| CREDENTIALED WEALTH ADVISORS, LLC → | RIA / FO | $140M | JOHNSTOWN, CO | CRD 312517 |
| JEMMA FINANCIAL SERVICES → | RIA / FO | $140M | BALTIMORE, MD | CRD 284198 |
| FAIRVIEW CONSTITUTION MANAGEMENT IV LLC → | RIA / FO | $140M | WEST HARTFORD, CT | CRD 159304 |
| TONKA CAPITAL PARTNERS, LLC → | RIA / FO | $140M | MINNETONKA, MN | CRD 298336 |
| LEGACY PCG, LLC → | RIA / FO | $140M | NEWPORT, CA | CRD 283909 |
| OMEGA CAPITAL MANAGEMENT, LLC → | RIA / FO | $140M | FLANDERS, NJ | CRD 129167 |