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 14001–14100 (page 141 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BLACK WALNUT WEALTH MANAGEMENT → | RIA / FO | $137M | TRAVERSE CITY, MI | CRD 337606 |
| RAND CAPITAL MANAGEMENT → | RIA / FO | $137M | BUFFALO, NY | CRD 304504 |
| BEYOND INVESTING LLC → | RIA / FO | $137M | – | CRD 304093 |
| WEALTHKARE.COM, INC. → | RIA / FO | $137M | MOUNT UNION, PA | CRD 115111 |
| RE-ENVISION WEALTH → | RIA / FO | $137M | NEW YORK, NY | CRD 299357 |
| NORTON CAPITAL MANAGEMENT, INC. → | RIA / FO | $137M | HENRICO, VA | CRD 110398 |
| OLD BARN CAPITAL LLC → | RIA / FO | $137M | – | CRD 338745 |
| ELE ADVISORY SERVICES, INC → | RIA / FO | $137M | SOUTHFIELD, MI | CRD 148228 |
| AVENTUS INVESTMENT ADVISORS, INC. → | RIA / FO | $136M | NAPLES, FL | CRD 153390 |
| VANWEELDEN WEALTH MANAGEMENT, LLC → | RIA / FO | $136M | WEST CHESTER TOWNSHIP, OH | CRD 290308 |
| HENDERSON FINANCIAL GROUP LLC → | RIA / FO | $136M | VIRGINIA BEACH, VA | CRD 333013 |
| BROOKER WEALTH MANAGEMENT → | RIA / FO | $136M | OAKLAND, CA | CRD 105437 |
| BRIDGELIGHT CAPITAL LLC → | RIA / FO | $136M | SCOTTSDALE, AZ | CRD 154920 |
| GALILEO INVESTMENT MANAGEMENT → | RIA / FO | $136M | NEW YORK, NY | CRD 169201 |
| MFT WEALTH MANAGEMENT → | RIA / FO | $136M | – | CRD 339361 |
| J K R & COMPANY, INC. → | RIA / FO | $136M | VAN NUYS, CA | CRD 8040 |
| ST. BERNARD FINANCIAL SERVICES, INC. → | RIA / FO | $136M | RUSSELLVILLE, AR | CRD 36956 |
| ICW HOLDINGS, LLC → | RIA / FO | $136M | – | CRD 319296 |
| STRATEGIC PORTFOLIO SOLUTIONS, LLC → | RIA / FO | $136M | DALLAS, TX | CRD 156374 |
| HORIZON CAPITAL MANAGEMENT, LLC → | RIA / FO | $136M | LAKE FOREST, IL | CRD 132113 |
| FITHIAN LLC → | RIA / FO | $136M | NEW YORK, NY | CRD 287509 |
| PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC → | RIA / FO | $136M | STATESVILLE, NC | CRD 150266 |
| PARADIGM ADVISORS, LLC → | RIA / FO | $136M | DALLAS, TX | CRD 114515 |
| CAPITOL FAMILY OFFICE, INC. → | RIA / FO | $136M | BEAVERTON, OR | CRD 312005 |
| WEALTHRISE FINANCIAL PLANNING, LLC → | RIA / FO | $136M | CARLSBAD, CA | CRD 283764 |
| BARRIER CAPITAL MANAGEMENT, LLC → | RIA / FO | $136M | SAN FRANCISCO, CA | CRD 312294 |
| 15 EQUITY → | RIA / FO | $136M | SANTA BARBARA, CA | CRD 310628 |
| A J FELDMAN FINANCIAL, LLC → | RIA / FO | $136M | – | CRD 154773 |
| KASSIRA WEALTH MANAGEMENT, LLC → | RIA / FO | $136M | – | CRD 165070 |
| MCMAHAN CAPITAL MANAGEMENT → | RIA / FO | $136M | CARMEL, IN | CRD 109140 |
| LANDMARK WEALTH ADVISORS, LLC → | RIA / FO | $136M | FARMINGTON, UT | CRD 166989 |
| 1N CAPITAL, LLC → | RIA / FO | $136M | – | CRD 309502 |
| VERITAS WEALTH MANAGEMENT, LLC → | RIA / FO | $136M | SALT LAKE CITY, UT | CRD 160600 |
| LORETTA NOLAN ASSOCIATES, LLC → | RIA / FO | $136M | OLD GREENWICH, CT | CRD 126468 |
| FINANCIAL MANAGEMENT ASSOCIATES, LLC → | RIA / FO | $136M | WINDHAM, NH | CRD 327502 |
| LUMA CAPITAL → | RIA / FO | $136M | NAPLES, FL | CRD 119576 |
| EAST ROCK FINANCIAL SERVICES, LLC → | RIA / FO | $136M | – | CRD 147949 |
| BRIGHT PORTFOLIOS, LLC → | RIA / FO | $136M | LEE'S SUMMIT, MO | CRD 288605 |
| FR FINANCIAL ADVISORS LLC → | RIA / FO | $136M | CORAL SPRINGS, FL | CRD 135980 |
| HOT CREEK CAPITAL, L.L.C. → | RIA / FO | $136M | KIRKLAND, WA | CRD 162371 |
| HEPWORTH EQUITY PARTNERS, LLC → | RIA / FO | $136M | – | CRD 145774 |
| MORNINGSIDE ASSET MANAGEMENT → | RIA / FO | $136M | WILMINGTON, DE | CRD 268789 |
| CASSILLY FINANCIAL → | RIA / FO | $136M | SEVERNA PARK, MD | CRD 300672 |
| REVO FINANCIAL, LLC → | RIA / FO | $135M | BARTLESVILLE, OK | CRD 172646 |
| DOVER INVESTMENT ADVISORY CORPORATION → | RIA / FO | $135M | – | CRD 123499 |
| GLOBAL FINANCIAL PLANNING GROUP, LLC → | RIA / FO | $135M | TROY, MI | CRD 114803 |
| ALLEGRO MINERAL PARTNERS LLC → | RIA / FO | $135M | HOUSTON, TX | CRD 324740 |
| KELLER FINANCIAL GROUP → | RIA / FO | $135M | CAMP HILL, PA | CRD 328195 |
| LIGHT CAPITAL LLC → | RIA / FO | $135M | SANTA MONICA, CA | CRD 323373 |
| FOGARTY WEALTH MANAGEMENT, INC. → | RIA / FO | $135M | MISSOURI CITY, TX | CRD 283998 |
| CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC → | RIA / FO | $135M | LISLE, IL | CRD 123483 |
| HEIGHTS POINT MANAGEMENT, LP → | RIA / FO | $135M | NEW YORK, NY | CRD 313849 |
| SPARROW WEALTH MANAGEMENT → | RIA / FO | $135M | ORLANDO, FL | CRD 152670 |
| CRYSTAL COVE ASSET MANAGEMENT → | RIA / FO | $135M | NEWPORT BEACH, CA | CRD 289810 |
| DREAMERS MANAGEMENT LLC → | RIA / FO | $135M | EL SEGUNDO, CA | CRD 299919 |
| LIGHTSMITH CLIMATE RESILIENCE MANAGEMENT LLC → | RIA / FO | $135M | NEW YORK, NY | CRD 307933 |
| IA PRIVATE WEALTH (USA) INC. → | RIA / FO | $135M | TORONTO, ONTARIO | CRD 322127 |
| KULT WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $135M | BROOKFIELD, WI | CRD 126740 |
| PSC FINANCIAL LLC → | RIA / FO | $135M | BLOOMINGTON, MN | CRD 172054 |
| COLTON WEALTH MANAGEMENT → | RIA / FO | $135M | ARCADIA, CA | CRD 150486 |
| TRADEWINDS WEALTH MANAGEMENT → | RIA / FO | $135M | PORTLAND, OR | CRD 323879 |
| BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC → | RIA / FO | $135M | RESTON, VA | CRD 300619 |
| ALUMAN → | RIA / FO | $135M | – | CRD 281073 |
| ALTUM WEALTH ADVISORS → | RIA / FO | $135M | CHICO, CA | CRD 301214 |
| BRANDYWINE FINANCIAL GROUP, INC. → | RIA / FO | $135M | – | CRD 127344 |
| FINANCIAL ADVISOR NETWORK, INC. → | RIA / FO | $135M | FARMINGDALE, NY | CRD 125537 |
| JRS WEALTH MANAGEMENT LLC → | RIA / FO | $135M | SOUTH JORDAN, UT | CRD 306294 |
| RED REEF ADVISORS LLC → | RIA / FO | $135M | BOCA RATON, FL | CRD 174748 |
| SCHMITT WEALTH ADVISERS, LLC → | RIA / FO | $135M | CINCINNATI, OH | CRD 174958 |
| TSG ALPHA PARTNERS, LLC → | RIA / FO | $135M | OLD BRIDGE, NJ | CRD 319493 |
| FORS FINANCIAL → | RIA / FO | $135M | PORT ANGELES, WA | CRD 335705 |
| INTEGRITY FINANCIAL ADVISORS, LLC → | RIA / FO | $135M | WOBURN, MA | CRD 313369 |
| RW BAKER WEALTH MANAGEMENT GROUP LLC → | RIA / FO | $135M | CHEYENNE, WY | CRD 297087 |
| SEAL COVE CAPITAL LLC → | RIA / FO | $135M | – | CRD 332033 |
| HADDONFIELD FINANCIAL PLANNING LLC → | RIA / FO | $135M | HADDONFIELD, NJ | CRD 298177 |
| AP CAPITAL DELAWARE LLC → | RIA / FO | $135M | NEW YORK, NY | CRD 315796 |
| BSG ADVISERS → | RIA / FO | $135M | APEX, NC | CRD 297243 |
| CALDER FINANCIAL LLC → | RIA / FO | $135M | – | CRD 290616 |
| BIG SKY WEALTH ADVISORS, LLC → | RIA / FO | $135M | GREAT FALLS, MT | CRD 321272 |
| STONEBRIDGE WEALTH MANAGEMENT, LLC → | RIA / FO | $135M | FRISCO, TX | CRD 146775 |
| VEACH FAMILY FINANCIAL → | RIA / FO | $134M | NORTH LITTLE ROCK, AR | CRD 115798 |
| SOUNDPATH RETIREMENT STRATEGIES, LLC → | RIA / FO | $134M | BELLEVUE, WA | CRD 315590 |
| CLARION ADVISORS INC. → | RIA / FO | $134M | AUBURN, CA | CRD 131081 |
| LONGBOW ASSET MANAGEMENT → | RIA / FO | $134M | TULSA, OK | CRD 126193 |
| ATLANTIC UNION MUNICIPAL ADVISORS, INC → | RIA / FO | $134M | GLEN ALLEN, VA | CRD 329425 |
| BLUELIST PARTNERS, LLC → | RIA / FO | $134M | OCCOQUAN, VA | CRD 304568 |
| EPIC ADVISORY SERVICES CORP → | RIA / FO | $134M | BOCA RATON, FL | CRD 176526 |
| CIM CAPITAL SA MANAGEMENT, LLC → | RIA / FO | $134M | LOS ANGELES, CA | CRD 306166 |
| HARBINGER CAPITAL PARTNERS LLC → | RIA / FO | $134M | NEW YORK, NY | CRD 160538 |
| WAVE WEALTH MANAGEMENT, LLC → | RIA / FO | $134M | FRISCO, TX | CRD 285079 |
| RELIANCE WEALTH MANAGEMENT → | RIA / FO | $134M | SAN ANTONIO, TX | CRD 332415 |
| EQUILIBRIUM VENTURES, LLC → | RIA / FO | $134M | NEW YORK, NY | CRD 309164 |
| HEXIMER INVESTMENT MANAGEMENT INC. → | RIA / FO | $134M | – | CRD 105344 |
| SOUND FINANCIAL MANAGEMENT, INC. → | RIA / FO | $134M | RALEIGH, NC | CRD 122670 |
| SUMMER STREET CAPITAL PARTNERS, LLC → | RIA / FO | $134M | – | CRD 161009 |
| MURRAY FINANCIAL SERVICES, INC → | RIA / FO | $134M | CHICO, CA | CRD 176528 |
| BLUESTAR WEALTH MANAGEMENT → | RIA / FO | $134M | LAKE MARY, FL | CRD 337253 |
| TUMOLO WEALTH MANAGEMENT LLC → | RIA / FO | $134M | EAST LYME, CT | CRD 330567 |
| STONE ISLAND FINANCIAL PLANNING → | RIA / FO | $134M | NAPERVILLE, IL | CRD 146765 |
| TRIO WEALTH MANAGEMENT, LLC → | RIA / FO | $134M | GREAT FALLS, VA | CRD 328042 |