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.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 13011400 (page 14 of 88)

EntityTypeAUMLocationAnchor
BROGAN FINANCIAL, INC.13F managerCIK 1889918
Bronte Capital Management Pty Ltd.13F managerCIK 1471085
BROOKFIELD Corp /ON/13F managerCIK 1001085
Brooklands Fund Management Ltd13F managerCIK 2036388
Brooklyn FI, LLC13F managerCIK 1916123
Brooklyn Investment Group13F managerCIK 1795705
Brookmont Capital Management13F managerCIK 1512978
BROOKS, MOORE & ASSOCIATES, INC.13F managerCIK 1767040
Brookstone Capital Management13F managerCIK 1599584
BROOKTREE CAPITAL MANAGEMENT13F managerCIK 1021296
Brookwood Investment Group LLC13F managerCIK 2066812
Broussard Financial Group LLC13F managerCIK 1548136
BROWN ADVISORY INC13F managerCIK 1345929
BROWN BROTHERS HARRIMAN & CO13F managerCIK 14661
BROWN CAPITAL MANAGEMENT LLC13F managerCIK 885062
Brown Financial Advisors13F managerCIK 2035548
Brown Financial Advisory13F managerCIK 1843853
Brown Miller Wealth Management, LLC13F managerCIK 1840084
Brown Shipley& Co Ltd13F managerCIK 1912970
Brown University13F managerCIK 1664741
BROWN WEALTH MANAGEMENT, LLC13F managerCIK 1987005
BROWN, LISLE/CUMMINGS, INC.13F managerCIK 14745
BROWNING WEST LP13F managerCIK 1825564
Broyhill Asset Management, LLC13F managerCIK 1966057
Bruce & Co., Inc.13F managerCIK 1358331
Bruce G. Allen Investments, LLC13F managerCIK 2005409
Brucke Financial, Inc.13F managerCIK 2058446
Brummer Multi-Strategy AB13F managerCIK 2003159
BRUNI J V & CO /CO13F managerCIK 1078841
BRX Global LP13F managerCIK 1844103
Bryant Woods Investment Advisors, LLC13F managerCIK 1910641
Bryn Mawr Trust Advisors, LLC13F managerCIK 1700481
BSN Capital Partners Ltd13F managerCIK 1911876
BSW Wealth Partners13F managerCIK 1512601
BTC Capital Management, Inc.13F managerCIK 1611848
BTG Pactual Asset Management US LLC13F managerCIK 1569579
BTS Asset Management, Inc.13F managerCIK 1532842
Buck Wealth Strategies, LLC13F managerCIK 1973259
Bucket List Wealth Management, LLC13F managerCIK 2133435
BUCKHEAD CAPITAL MANAGEMENT LLC13F managerCIK 1133999
Buckland Partners Management Co LLC13F managerCIK 2074628
Buckley Capital Advisors, LLC13F managerCIK 2111611
Buckley Wealth Management, LLC13F managerCIK 1730126
BUFFALO BUSINESS & ESTATE SERVICES LTD13F managerCIK 2103405
BUILDER INVESTMENT GROUP INC /ADV13F managerCIK 727117
Builders Vision, LLC13F managerCIK 1785504
Bull Harbor Capital LLC13F managerCIK 2135047
Bull Oak Capital, LLC13F managerCIK 1824263
Bull Street Advisors, LLC13F managerCIK 1790837
Bulldog Investors, LLP13F managerCIK 1504304
Bullseye Asset Management LLC13F managerCIK 1513779
Bulltick Wealth Management, LLC13F managerCIK 1912448
Bulwark Capital Corp13F managerCIK 2075899
Burford Brothers, Inc.13F managerCIK 2001434
Burk Holdings LLC13F managerCIK 2079815
BURKE & HERBERT BANK & TRUST CO13F managerCIK 1101250
Burkehill Global Management, LP13F managerCIK 1904549
Burkett Asset Management Ltd13F managerCIK 2109360
BURKETT FINANCIAL SERVICES, LLC13F managerCIK 1762716
BURLING WEALTH PARTNERS, LLC13F managerCIK 2054946
BURNEY CO/13F managerCIK 940445
BURNS J W & CO INC/NY13F managerCIK 1047339
Burns Matteson Capital Management, LLC13F managerCIK 1894164
BURR FINANCIAL SERVICES, LLC13F managerCIK 1966297
BURRUS FINANCIAL SERVICES, INC.13F managerCIK 1573947
Burton Enright Welch13F managerCIK 2105919
Busey Bank13F managerCIK 1427202
Buska Wealth Management, LLC13F managerCIK 1910503
BUTENSKY & COHEN FINANCIAL SECURITY, INC13F managerCIK 1632802
Buttonwood Financial Advisors Inc.13F managerCIK 1904033
Buttonwood Financial Group, LLC13F managerCIK 1847661
BVF INC/IL13F managerCIK 1056807
BW Gestao de Investimentos Ltda.13F managerCIK 1568280
BWCP, LP13F managerCIK 1787893
BWM Planning, LLC13F managerCIK 2039698
BXM Wealth LLC13F managerCIK 2052379
Byrne Asset Management LLC13F managerCIK 1911322
BYRNE FINANCIAL FREEDOM, LLC13F managerCIK 2063947
C M BIDWELL & ASSOCIATES LTD13F managerCIK 1091860
C Partners Holding GmbH13F managerCIK 1634083
C V STARR & CO INC13F managerCIK 1340459
C WorldWide Group Holding A/S13F managerCIK 1625244
C2C Wealth Management, LLC13F managerCIK 1868903
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors13F managerCIK 1965756
CABANA LLC13F managerCIK 1688539
Cable Car Capital, LP13F managerCIK 1699575
CABOT WEALTH MANAGEMENT INC13F managerCIK 1016683
Cabot-Wellington, LLC13F managerCIK 1353198
Cache Advisors, LLC13F managerCIK 2052593
CacheTech Inc.13F managerCIK 2013390
CACTI ASSET MANAGEMENT LLC13F managerCIK 1452208
CADEN CAPITAL PARTNERS, LP13F managerCIK 1893767
Cadence Wealth Management LLC13F managerCIK 1845250
Cadent Capital Advisors, LLC13F managerCIK 1803536
Cadia Private Client LLC13F managerCIK 2135817
CADIAN CAPITAL MANAGEMENT, LP13F managerCIK 1423686
CADINHA & CO LLC13F managerCIK 923469
Caerus Investment Advisors, LLC13F managerCIK 1862682
CAHABA WEALTH MANAGEMENT, INC.13F managerCIK 1716399
CAHILL FINANCIAL ADVISORS INC13F managerCIK 1600327
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