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 1301–1400 (page 14 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GUARDIAN CAPITAL LP → | RIA / FO | $10.7B | TORONTO, ONTARIO | CRD 105078 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. → | RIA / FO | $10.7B | PORTLAND, OR | CRD 104692 |
| ROCKWOOD CAPITAL, LLC → | RIA / FO | $10.6B | NEW YORK, NY | CRD 156663 |
| GREAT VALLEY ADVISOR GROUP, LLC → | RIA / FO | $10.6B | WILMINGTON, DE | CRD 123913 |
| ADVISORY SERVICES NETWORK → | RIA / FO | $10.6B | ATLANTA, GA | CRD 146051 |
| MAGNITUDE CAPITAL, LLC → | RIA / FO | $10.6B | NEW YORK, NY | CRD 137486 |
| JAMES HAMBRO & PARTNERS LLP → | RIA / FO | $10.6B | LONDON | CRD 286283 |
| COOKE & BIELER, L.P. → | RIA / FO | $10.6B | PHILADELPHIA, PA | CRD 113859 |
| GENERATION INVESTMENT MANAGEMENT US LLP → | RIA / FO | $10.5B | SAN FRANCISCO, CA | CRD 132728 |
| ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC → | RIA / FO | $10.5B | NEW YORK, NY | CRD 313420 |
| RUANE CUNNIFF L.P. → | RIA / FO | $10.5B | NEW YORK, NY | CRD 285971 |
| JUNTO CAPITAL MANAGEMENT LP → | RIA / FO | $10.5B | NEW YORK, NY | CRD 168547 |
| BLACKSTONE GROWTH ADVISORS L.L.C. → | RIA / FO | $10.5B | NEW YORK, NY | CRD 305708 |
| SCHWARTZ & CO. → | RIA / FO | $10.5B | BLOOMFIELD HILLS, MI | CRD 7294 |
| ABS GLOBAL INVESTMENTS → | RIA / FO | $10.5B | STAMFORD, CT | CRD 127290 |
| MILL CREEK CAPITAL ADVISORS, LLC → | RIA / FO | $10.5B | CONSHOHOCKEN, PA | CRD 141470 |
| SAPPHIRE VENTURES, LLC → | RIA / FO | $10.4B | AUSTIN, TX | CRD 161558 |
| CARLYLE AVIATION PDP MANAGEMENT LLC → | RIA / FO | $10.4B | MIAMI, FL | CRD 305746 |
| SCGE MANAGEMENT, L.P. → | RIA / FO | $10.4B | MENLO PARK, CA | CRD 157402 |
| PINNACLE ASSOCIATES, LTD. → | RIA / FO | $10.4B | NEW YORK, NY | CRD 110631 |
| STEADFAST CAPITAL MANAGEMENT LP → | RIA / FO | $10.4B | NEW YORK, NY | CRD 157124 |
| JOHNSON WEALTH INC. → | RIA / FO | $10.3B | MILWAUKEE, WI | CRD 125557 |
| SHUSTER ADVISORY GROUP, LLC → | RIA / FO | $10.3B | PASADENA, CA | CRD 170233 |
| WEBSTER EQUITY PARTNERS, L.P. → | RIA / FO | $10.3B | WALTHAM, MA | CRD 156729 |
| PARALLEL ADVISORS, LLC → | RIA / FO | $10.3B | SAN FRANCISCO, CA | CRD 140800 |
| CATALYST CAPITAL ADVISORS LLC → | RIA / FO | $10.3B | SAN JUAN, PR | CRD 139895 |
| RIDGEMONT PARTNERS MANAGEMENT, LLC → | RIA / FO | $10.3B | CHARLOTTE, NC | CRD 157421 |
| READYSTATE ASSET MANAGEMENT → | RIA / FO | $10.3B | CHICAGO, IL | CRD 317277 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC → | RIA / FO | $10.3B | CINCINNATI, OH | CRD 292246 |
| CARY STREET PARTNERS → | RIA / FO | $10.3B | RICHMOND, VA | CRD 128545 |
| CAPVEST PARTNERS, INC. → | RIA / FO | $10.2B | NEW YORK, NY | CRD 324459 |
| TOCQUEVILLE ASSET MANAGEMENT LP → | RIA / FO | $10.2B | NEW YORK, NY | CRD 105690 |
| SOUND POINT LUNA LLC → | RIA / FO | $10.2B | NEW YORK, NY | CRD 128132 |
| CALEDONIA (PRIVATE) INVESTMENTS PTY LIMITED → | RIA / FO | $10.2B | SYDNEY | CRD 161331 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION → | RIA / FO | $10.2B | WASHINGTON, DC | CRD 161478 |
| FRANKLIN PARK → | RIA / FO | $10.2B | BALA CYNWYD, PA | CRD 126508 |
| CALLAN FAMILY OFFICE, LLC → | RIA / FO | $10.2B | RADNOR, PA | CRD 317446 |
| ALGERT GLOBAL LLC → | RIA / FO | $10.2B | SAN FRANCISCO, CA | CRD 125523 |
| SILVER CREEK ADVISORY PARTNERS LLC → | RIA / FO | $10.2B | SEATTLE, WA | CRD 156667 |
| IDR INVESTMENT MANAGEMENT, LLC → | RIA / FO | $10.2B | INDEPENDENCE, OH | CRD 286208 |
| ARIN RISK ADVISORS LLC → | RIA / FO | $10.2B | CONSHOHOCKEN, PA | CRD 151491 |
| KOPERNIK GLOBAL INVESTORS, LLC → | RIA / FO | $10.2B | TAMPA, FL | CRD 168625 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC → | RIA / FO | $10.2B | BURLINGTON, VT | CRD 132474 |
| TENOR CAPITAL MANAGEMENT COMPANY, L.P. → | RIA / FO | $10.2B | NEW YORK, NY | CRD 153277 |
| VALMARK ADVISERS, INC. → | RIA / FO | $10.2B | AKRON, OH | CRD 108050 |
| SHEPHERD KAPLAN LLC → | RIA / FO | $10.2B | BOSTON, MA | CRD 128244 |
| PLANMEMBER SECURITIES CORPORATION → | RIA / FO | $10.1B | CARPINTERIA, CA | CRD 11869 |
| CONRAD SIEGEL INVESTMENT ADVISORS → | RIA / FO | $10.1B | HARRISBURG, PA | CRD 123560 |
| SPROTT ASSET MANAGEMENT USA INC. → | RIA / FO | $10.1B | DARIEN, CT | CRD 139022 |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. → | RIA / FO | $10.1B | LOS ANGELES, CA | CRD 156701 |
| COURT SQUARE CAPITAL → | RIA / FO | $10.1B | NEW YORK, NY | CRD 156776 |
| MAN SOLUTIONS LLC → | RIA / FO | $10.1B | NEW YORK, NY | CRD 157592 |
| FOUNDATIONS INVESTMENT ADVISORS LLC → | RIA / FO | $10.1B | PHOENIX, AZ | CRD 175083 |
| SUMMITTX CAPITAL, L.P. → | RIA / FO | $10.1B | FORT WORTH, TX | CRD 333741 |
| OPENARC CORPORATE ADVISORY, LLC → | RIA / FO | $10.1B | ATLANTA, GA | CRD 336837 |
| MCQUEEN FINANCIAL ADVISORS II, INC. → | RIA / FO | $10.1B | CLAWSON, MI | CRD 109325 |
| DUPONT CAPITAL MANAGEMENT → | RIA / FO | $10.1B | WILMINGTON, DE | CRD 107145 |
| ONE INVESTMENT MANAGEMENT US LLC → | RIA / FO | $10.1B | NEW YORK, NY | CRD 323617 |
| FORESIGHT GROUP LLP → | RIA / FO | $10.1B | LONDON | CRD 311974 |
| FIDUCIARY COUNSELLING INC → | RIA / FO | $10.1B | ST PAUL, MN | CRD 104753 |
| CHOATE INVESTMENT ADVISORS → | RIA / FO | $10.0B | BOSTON, MA | CRD 106109 |
| HANTZ FINANCIAL SERVICES, INC. → | RIA / FO | $10.0B | SOUTHFIELD, MI | CRD 46047 |
| BAIN CAPITAL REAL ESTATE, LP → | RIA / FO | $10.0B | BOSTON, MA | CRD 291809 |
| MEKETA INVESTMENT GROUP INC → | RIA / FO | $10.0B | WESTWOOD, MA | CRD 110601 |
| BMO FAMILY OFFICE, LLC → | RIA / FO | $10.0B | CHICAGO, IL | CRD 110264 |
| NORTHCAPE CAPITAL → | RIA / FO | $10.0B | SYDNEY, NEW SOUTH WALES | CRD 332305 |
| AXONIC CAPITAL LLC → | RIA / FO | $10.0B | NEW YORK, NY | CRD 159518 |
| AGINCOURT CAPITAL MANAGEMENT, LLC → | RIA / FO | $10.0B | RICHMOND, VA | CRD 112096 |
| PLANCORP, LLC → | RIA / FO | $9.9B | SAINT LOUIS, MO | CRD 106599 |
| INTELLICENTS INVESTMENT SOLUTIONS INC → | RIA / FO | $9.9B | ALBERT LEA, MN | CRD 107498 |
| WELCH & FORBES LLC → | RIA / FO | $9.9B | BOSTON, MA | CRD 115119 |
| ARES SYSTEMATIC CREDIT LIMITED → | RIA / FO | $9.9B | LONDON | CRD 307090 |
| CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED → | RIA / FO | $9.9B | EDINBURGH | CRD 139012 |
| CORONATION GLOBAL FUND MANAGERS (IRELAND) LIMITED → | RIA / FO | $9.9B | DUBLIN | CRD 156599 |
| GLACIER PEAK CAPITAL MANAGEMENT, LLC → | RIA / FO | $9.9B | CHATHAM, NJ | CRD 164409 |
| RIVER ROAD ASSET MANAGEMENT, LLC → | RIA / FO | $9.9B | LOUISVILLE, KY | CRD 134918 |
| CYNOSURE GROUP, LLC → | RIA / FO | $9.8B | SALT LAKE CITY, UT | CRD 281399 |
| BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC → | RIA / FO | $9.8B | BALTIMORE, MD | CRD 124612 |
| BAIN CAPITAL VENTURES, LP → | RIA / FO | $9.8B | BOSTON, MA | CRD 145652 |
| SPIDERROCK ADVISORS, LLC → | RIA / FO | $9.8B | CHICAGO, IL | CRD 171992 |
| CONSULTING GROUP ADVISORY SERVICES LLC → | RIA / FO | $9.8B | PURCHASE, NY | CRD 137463 |
| EMINENCE CAPITAL, LP → | RIA / FO | $9.8B | NEW YORK, NY | CRD 160611 |
| IHT WEALTH MANAGEMENT LLC → | RIA / FO | $9.8B | CHICAGO, IL | CRD 171481 |
| COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED → | RIA / FO | $9.8B | SYDNEY | CRD 308020 |
| VR ADVISORY SERVICES LTD. → | RIA / FO | $9.8B | NEW YORK, NY | CRD 137158 |
| WALTON STREET CAPITAL, L.L.C. → | RIA / FO | $9.8B | CHICAGO, IL | CRD 147210 |
| ALTAIR ADVISERS, LLC → | RIA / FO | $9.8B | CHICAGO, IL | CRD 120642 |
| FORVIS MAZARS WEALTH ADVISORS, LLC → | RIA / FO | $9.8B | SPRINGFIELD, MO | CRD 110905 |
| ARSENAL CAPITAL MANAGEMENT LP → | RIA / FO | $9.7B | NEW YORK, NY | CRD 156896 |
| F L PUTNAM INVESTMENT MANAGEMENT CO. → | RIA / FO | $9.7B | LYNNFIELD, MA | CRD 106223 |
| PARTNERS GROUP US MANAGEMENT CLO LLC → | RIA / FO | $9.7B | NEW YORK, NY | CRD 293856 |
| ONE ROCK CAPITAL → | RIA / FO | $9.7B | NEW YORK, NY | CRD 160972 |
| SAMLYN CAPITAL, LLC → | RIA / FO | $9.7B | NEW YORK, NY | CRD 158296 |
| MJX ASSET MANAGEMENT LLC → | RIA / FO | $9.7B | NEW YORK, NY | CRD 148976 |
| REDTREE INVESTMENT GROUP → | RIA / FO | $9.7B | CINCINNATI, OH | CRD 171615 |
| SIGNATUREFD, LLC → | RIA / FO | $9.7B | ATLANTA, GA | CRD 112758 |
| THE AMERIFLEX GROUP → | RIA / FO | $9.7B | LAS VEGAS, NV | CRD 305585 |
| MAIN STREET ADVISORS → | RIA / FO | $9.6B | SANTA MONICA, CA | CRD 305170 |
| SIMPLIFY ASSET MANAGEMENT INC. → | RIA / FO | $9.6B | LAS VEGAS, NV | CRD 309535 |
| DOCKSIDE PLATFORMS → | RIA / FO | $9.6B | NEW YORK, NY | CRD 330606 |