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 13901–14000 (page 140 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| KADITA PARTNERS PTE. LTD. → | RIA / FO | $140M | SINGAPORE | CRD 326660 |
| IMPERITY WEALTH ALLIANCE LLC → | RIA / FO | $140M | MELVILLE, NY | CRD 339113 |
| ROSS WEALTH ADVISORS, LLC → | RIA / FO | $140M | COLUMBUS, OH | CRD 304359 |
| MONETARY SOLUTIONS, LTD. → | RIA / FO | $140M | DAYTON, OH | CRD 121217 |
| CONTRARY LEGACY LLC → | RIA / FO | $140M | – | CRD 325014 |
| COOMBS WEALTH ADVISORY, LLC → | RIA / FO | $140M | BLUE BELL, PA | CRD 281132 |
| BOYD FINANCIAL STRATEGIES, INC. → | RIA / FO | $140M | AUBURN, MA | CRD 107505 |
| SIKORSKI WEALTH MANAGEMENT, LLC → | RIA / FO | $140M | SAN DIEGO, CA | CRD 312805 |
| CLARITY RETIREMENT & WEALTH, LLC → | RIA / FO | $140M | NEW BEDFORD, MA | CRD 337718 |
| ALTERIS CAPITAL PARTNERS, LLC → | RIA / FO | $140M | HOUSTON, TX | CRD 335079 |
| TEZA CAPITAL MANAGEMENT LLC → | RIA / FO | $140M | CHICAGO, IL | CRD 173124 |
| GROSS DOMESTIC PRODUCT, INC → | RIA / FO | $139M | – | CRD 147588 |
| BRAESIDE INVESTMENTS, LLC → | RIA / FO | $139M | DALLAS, TX | CRD 131184 |
| ENCIRCLE FINANCIAL STRATEGIES → | RIA / FO | $139M | – | CRD 327420 |
| THE SCOTT S. JAMES COMPANY → | RIA / FO | $139M | FALLS CHURCH, VA | CRD 105861 |
| BEYOND WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $139M | NEW PALTZ, NY | CRD 293291 |
| SNOWBALL WEALTH MANAGEMENT → | RIA / FO | $139M | BOULDER, CO | CRD 137419 |
| CLEARWATER CAPITAL MANAGEMENT → | RIA / FO | $139M | – | CRD 115283 |
| CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC → | RIA / FO | $139M | DALLAS, TX | CRD 162673 |
| LANE GENERATIONAL LLC → | RIA / FO | $139M | – | CRD 309619 |
| RAVEN CAPITAL MANAGEMENT LLC → | RIA / FO | $139M | NEW YORK, NY | CRD 164755 |
| LEGACY FINANCIAL ADVISORS → | RIA / FO | $139M | – | CRD 309156 |
| BENOLD FINANCIAL PLANNING → | RIA / FO | $139M | – | CRD 134258 |
| RAND ADVISORS, LLC → | RIA / FO | $139M | – | CRD 172839 |
| PERKINS CAPITAL MANAGEMENT INC → | RIA / FO | $139M | WAYZATA, MN | CRD 105028 |
| STONEBRIAR WEALTH, LLC → | RIA / FO | $139M | LEHI, UT | CRD 327618 |
| TWENTY TWENTY INVESTMENT ADVISORS, LLC → | RIA / FO | $139M | – | CRD 128086 |
| GUNDER WEALTH MANAGEMENT, LLC → | RIA / FO | $139M | – | CRD 301258 |
| BROOKTREE CAPITAL MANAGEMENT INC. → | RIA / FO | $139M | GRAND RAPIDS, MI | CRD 114173 |
| MFG WEALTH MANAGEMENT, INC. → | RIA / FO | $139M | INDIANAPOLIS, IN | CRD 125963 |
| ADVANTAGE INVESTING, INC. → | RIA / FO | $139M | CORAL GABLES, FL | CRD 116059 |
| BLAIR HALL ADVISORS, LLC → | RIA / FO | $139M | – | CRD 170114 |
| SARATOGA CAPITAL MANAGEMENT, LLC → | RIA / FO | $139M | AVONDALE, AZ | CRD 112021 |
| WISDOM WEALTH INVESTMENT ADVISORS LLC → | RIA / FO | $139M | PHOENIX, AZ | CRD 170536 |
| BROUSSARD FINANCIAL GROUP, LLC → | RIA / FO | $139M | KAPLAN, LA | CRD 123724 |
| PENNANTPARK PRIVATE INCOME FUND ADVISERS LLC → | RIA / FO | $139M | MIAMI BEACH, FL | CRD 337750 |
| DORATO CAPITAL MANAGEMENT → | RIA / FO | $139M | – | CRD 110097 |
| METANOIA FINANCIAL, LLC → | RIA / FO | $139M | – | CRD 152366 |
| REVERE CAPITAL MANAGEMENT LP → | RIA / FO | $139M | DALLAS, TX | CRD 306662 |
| MARCHAND FARIES FINANCIAL MANAGEMENT, INC. → | RIA / FO | $139M | – | CRD 107813 |
| WYNWOOD CAPITAL, LLC → | RIA / FO | $139M | – | CRD 284493 |
| STRATEGIC PROBABILITY PARTNERS, LLC → | RIA / FO | $139M | – | CRD 174441 |
| HULL WEALTH MANAGEMENT → | RIA / FO | $139M | MURFREESBORO, TN | CRD 131741 |
| CONSTANTINE BARRY ASSET MANAGEMENT (CBAM) → | RIA / FO | $139M | NEW YORK, NY | CRD 147242 |
| CENTERSTAR ASSET MANAGEMENT, LLC → | RIA / FO | $139M | CHICAGO, IL | CRD 289928 |
| CENTERPIECE WEALTH ADVISOR → | RIA / FO | $139M | GREENWOOD VILLAGE, CO | CRD 296956 |
| TKC WEALTH MANAGEMENT LLC → | RIA / FO | $139M | DALLAS, TX | CRD 158498 |
| STONE LOFT WEALTH MANAGEMENT LLC → | RIA / FO | $139M | – | CRD 337410 |
| THE WEALTH CONSERVATORY → | RIA / FO | $138M | LEBANON, NH | CRD 115932 |
| BLUEPRINT WEALTH MANAGEMENT → | RIA / FO | $138M | – | CRD 166264 |
| SWP INVESTMENT MANAGEMENT LLC → | RIA / FO | $138M | INDEPENDENCE, OH | CRD 331314 |
| FSAM LLC → | RIA / FO | $138M | ALPHARETTA, GA | CRD 287851 |
| GARRISON BRADFORD & ASSOCIATES INC → | RIA / FO | $138M | NEW YORK, NY | CRD 105603 |
| STRATTON CAPITAL INVESTMENT ADVISORY LLC → | RIA / FO | $138M | NEW YORK, NY | CRD 307491 |
| WILDES FINANCIAL STRATEGIES, INC → | RIA / FO | $138M | GEORGETOWN, SC | CRD 289496 |
| MAYA ADVISORS, INC. → | RIA / FO | $138M | PALO ALTO, CA | CRD 144325 |
| PARAGON INVESTING, LLC → | RIA / FO | $138M | – | CRD 310897 |
| MARK BELL ADVISORY SERVICES, INC. → | RIA / FO | $138M | CHICAGO, IL | CRD 107114 |
| CALAMITA WEALTH MANAGEMENT → | RIA / FO | $138M | CHARLOTTE, NC | CRD 153316 |
| BURR FINANCIAL SERVICES, LLC → | RIA / FO | $138M | – | CRD 323114 |
| ARBOR WEALTH MANAGEMENT, LLC → | RIA / FO | $138M | TEMPE, AZ | CRD 168774 |
| TANO CAPITAL, LLC → | RIA / FO | $138M | SAN MATEO, CA | CRD 160367 |
| AMERICAN INVESTMENT ADVISORS INC → | RIA / FO | $138M | MADISON, WI | CRD 104579 |
| VERICREST PRIVATE WEALTH, LLC → | RIA / FO | $138M | NEWTOWN, PA | CRD 311111 |
| TARHEEL ADVISORS, LLC → | RIA / FO | $138M | CHAPEL HILL, NC | CRD 149308 |
| STOCK FARM PARTNERS LLC → | RIA / FO | $138M | PALO ALTO, CA | CRD 300060 |
| ASHBAY CAPITAL, LLC → | RIA / FO | $138M | NEW YORK,, NY | CRD 168788 |
| FIEN CAPITAL MANAGEMENT, LLC → | RIA / FO | $138M | ROCHESTER, NY | CRD 114951 |
| APPLE & ASSOCIATES → | RIA / FO | $138M | GRASS VALLEY, CA | CRD 126849 |
| PRINCE ASSET MANAGEMENT, INC. → | RIA / FO | $138M | SARASOTA, FL | CRD 141567 |
| EUBANK, HUTSON & ASSOCIATES, LLC → | RIA / FO | $138M | PLANO, TX | CRD 226519 |
| RUGGIERO INVESTMENTS → | RIA / FO | $138M | WEST PALM BEACH, FL | CRD 169180 |
| KORVING & COMPANY LLC → | RIA / FO | $138M | SUFFOLK, VA | CRD 152095 |
| FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. → | RIA / FO | $137M | TULSA, OK | CRD 108886 |
| BOX HILL PRIVATE WEALTH → | RIA / FO | $137M | – | CRD 322620 |
| MICHAEL D. TAXMAN INVESTMENT MANAGEMENT → | RIA / FO | $137M | HANOVER, NH | CRD 126670 |
| SUSTAINVEST ASSET MANAGEMENT, LLC → | RIA / FO | $137M | LINWOOD, NJ | CRD 166685 |
| VISION INVESTMENT ADVISORS, LLC → | RIA / FO | $137M | STAMFORD, CT | CRD 109621 |
| KEYSTONE WEALTH MANAGEMENT → | RIA / FO | $137M | WATERLOO, IA | CRD 304133 |
| ANTIPODEAN ADVISORS LLC → | RIA / FO | $137M | – | CRD 155091 |
| WALLENDER, TIMOTHY JOSEPH → | RIA / FO | $137M | MANHATTAN BEACH, CA | CRD 138301 |
| JOHNSON & SHUTE INVESTMENT ADVISORS, INC. → | RIA / FO | $137M | BOTHELL, WA | CRD 116667 |
| GLOBAL BROKERAGE SERVICES, INC. → | RIA / FO | $137M | HUNT VALLEY, MD | CRD 37505 |
| SQN VENTURE PARTNERS, LLC → | RIA / FO | $137M | CHARLESTON, SC | CRD 301483 |
| ARGUS INVESTORS' COUNSEL, INC. → | RIA / FO | $137M | NEW YORK, NY | CRD 106981 |
| SILVERHAWK CAPITAL PARTNERS, LLC → | RIA / FO | $137M | OVERLAND PARK, KS | CRD 161678 |
| JARAS FINANCIAL SERVICES, INC. → | RIA / FO | $137M | – | CRD 282126 |
| MILAGRE WEALTH MANAGEMENT, INC. → | RIA / FO | $137M | WHITE PLAINS, NY | CRD 309185 |
| HARGER AND COMPANY, INC. → | RIA / FO | $137M | BATON ROUGE, LA | CRD 10385 |
| RIDGELINE RESEARCH LLC → | RIA / FO | $137M | – | CRD 300807 |
| FOREFRONT ASSET MANAGEMENT, LLC → | RIA / FO | $137M | VIRGINIA BEACH, VA | CRD 281118 |
| DIRECTIONAL ASSET MANAGEMENT, LLC → | RIA / FO | $137M | ARLINGTON HEIGHTS, IL | CRD 152859 |
| ASCENSION WEALTH PARTNERS, LLC → | RIA / FO | $137M | PLEASANT HILL, CA | CRD 146451 |
| COOKE WEALTH MANAGEMENT, LLC → | RIA / FO | $137M | IRVINE, CA | CRD 127309 |
| COORDINATED CAPITAL SECURITIES, INC. → | RIA / FO | $137M | FORT ATKINSON, WI | CRD 14762 |
| CENTRAL WEALTH MANAGEMENT LLC → | RIA / FO | $137M | MADISON, WI | CRD 293172 |
| LEWIS CAPITAL MANAGEMENT → | RIA / FO | $137M | – | CRD 112463 |
| RIVER CRESCENT ADVISORS, LLC → | RIA / FO | $137M | SUFFOLK, VA | CRD 334629 |
| CHAMPION ADVISORS LLC → | RIA / FO | $137M | – | CRD 149920 |
| SPRINGBOARD ASSET MANAGEMENT LLC → | RIA / FO | $137M | CHESHIRE, CT | CRD 154862 |