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 14101–14200 (page 142 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LEWIS FINANCIAL, LLC → | RIA / FO | $134M | SAN LUIS OBISPO, CA | CRD 170324 |
| BLKBRD ASSET MANAGEMENT → | RIA / FO | $134M | OLD GREENWICH, CT | CRD 329262 |
| HUDSON OAK WEALTH ADVISORY LLC → | RIA / FO | $134M | HOBOKEN, NJ | CRD 300218 |
| GW FINANCIAL → | RIA / FO | $134M | RENO, NV | CRD 110478 |
| GIBSON FINANCIAL SOLUTIONS, INC. → | RIA / FO | $134M | ELLSWORTH, ME | CRD 117831 |
| ARETE WEALTH STRATEGISTS → | RIA / FO | $134M | BRISBANE | CRD 167297 |
| PANORAMA WEALTH ADVISORS → | RIA / FO | $134M | GREENWOOD VILLAGE, CO | CRD 324199 |
| DBD RETIREMENT AND FINANCIAL SERVICES → | RIA / FO | $134M | – | CRD 328239 |
| ANDERSON GRIGGS INVESTMENTS → | RIA / FO | $134M | ROCK HILL, SC | CRD 110313 |
| LASALLE INVESTMENT ADVISORS, INC. → | RIA / FO | $134M | PEWAUKEE, WI | CRD 109303 |
| GARHWAL, CHAN & WILLIAMS INC. → | RIA / FO | $134M | SAN FRANCISCO, CA | CRD 125484 |
| LOYD FINANCIAL MANAGEMENT INC. → | RIA / FO | $134M | CENTENNIAL, CO | CRD 112236 |
| ARGO INFRASTRUCTURE MANAGEMENT, LP → | RIA / FO | $134M | NEW YORK, NY | CRD 335508 |
| RECHTER WEALTH MANAGEMENT, LLC → | RIA / FO | $134M | – | CRD 125254 |
| BISLETT MANAGEMENT, LLC → | RIA / FO | $133M | – | CRD 162778 |
| ELM CAPITAL MANAGEMENT LLC → | RIA / FO | $133M | PITTSBURGH, PA | CRD 294012 |
| BLUE JEAN FINANCIAL LLC → | RIA / FO | $133M | ALBANY, NY | CRD 331138 |
| V.M. MANNING & CO., INC. → | RIA / FO | $133M | GREENVILLE, SC | CRD 2655 |
| COURANT INVESTMENT MANAGEMENT LLC → | RIA / FO | $133M | – | CRD 153865 |
| CERTIFIED FINANCIAL STRATEGIES CORPORATION → | RIA / FO | $133M | DALLAS, TX | CRD 114361 |
| HAYES WEALTH ADVISORS, LLC → | RIA / FO | $133M | – | CRD 299807 |
| LIFECAPITAL PARTNERS LLC → | RIA / FO | $133M | NEW YORK, NY | CRD 337455 |
| DOUBLE EAGLE CAPITAL MANAGEMENT LP → | RIA / FO | $133M | SOUTHLAKE, TX | CRD 135522 |
| PALISADE WEALTH MANAGEMENT → | RIA / FO | $133M | DRAPER, UT | CRD 147725 |
| KANOS CAPITAL MANAGEMENT, LLC → | RIA / FO | $133M | HOUSTON, TX | CRD 128395 |
| ACADIA LEGACY GROUP → | RIA / FO | $133M | CLIVE, IA | CRD 291481 |
| QUANTIFY FUNDS → | RIA / FO | $133M | – | CRD 328864 |
| THE HAJDARI GROUP, LLC → | RIA / FO | $133M | STATEN ISLAND, NY | CRD 289331 |
| BLACKGOLD CAPITAL MANAGEMENT LP → | RIA / FO | $133M | HOUSTON, TX | CRD 139804 |
| FLETCHER FINANCIAL GROUP → | RIA / FO | $133M | WEST MONROE, LA | CRD 152609 |
| GRIMALDI PORTFOLIO SOLUTIONS, INC → | RIA / FO | $133M | WAPPINGERS FALLS, NY | CRD 106199 |
| STRUCTURAL SOLUTIONS LLC → | RIA / FO | $133M | CHAPEL HILL, NC | CRD 319155 |
| SOUTHEAST FINANCIAL ADVISORS → | RIA / FO | $133M | GREENVILLE, SC | CRD 121757 |
| SAFRAN WEALTH ADVISORS, LLC → | RIA / FO | $133M | NEW YORK, NY | CRD 152161 |
| HARLOW CAPITAL MANAGEMENT LLC → | RIA / FO | $133M | – | CRD 133918 |
| LUMIDA WEALTH MANAGEMENT LLC → | RIA / FO | $133M | WAYNE, NJ | CRD 323410 |
| DEGREEN PRIVATE WEALTH, LLC → | RIA / FO | $133M | SCOTTSDALE, AZ | CRD 332192 |
| ARI GROUP, LLC → | RIA / FO | $133M | NEW YORK, NY | CRD 286049 |
| GREEN & DECKERT LLC → | RIA / FO | $133M | LUBBOCK, TX | CRD 299006 |
| TRUADVISORS → | RIA / FO | $133M | TAMPA, FL | CRD 170564 |
| TRICAPITAL WEALTH MANAGEMENT, INC. → | RIA / FO | $133M | CHARLOTTE, NC | CRD 118788 |
| CHARIS LEGACY PARTNERS → | RIA / FO | $133M | BRYAN, TX | CRD 311968 |
| WELLS FINANCIAL MANAGEMENT, LLC → | RIA / FO | $133M | ASHEVILLE, NC | CRD 158030 |
| COMPLETE WEALTH MANAGEMENT, LLC → | RIA / FO | $133M | – | CRD 288794 |
| SUMMITPOINT CAPITAL MANAGEMENT → | RIA / FO | $133M | LITTLETON, CO | CRD 336856 |
| CLARITY FINANCIAL PLANNERS → | RIA / FO | $132M | CLAYTON, MO | CRD 277114 |
| JLL PARTNERS FCH, INC. → | RIA / FO | $132M | NEW YORK, NY | CRD 285184 |
| LEGACY WEALTH ADVISORS, LLC → | RIA / FO | $132M | CLINTON TOWNSHIP, MI | CRD 281810 |
| STITES FINANCIAL CONSULTING → | RIA / FO | $132M | WILTON, CA | CRD 293058 |
| JANSEN WEALTH MANAGEMENT LLC → | RIA / FO | $132M | ALTOONA, WI | CRD 317824 |
| PEAK FINANCIAL CONSULTING, INC. → | RIA / FO | $132M | BLOOMINGTON, MN | CRD 291860 |
| GEREMIA FINANCIAL SERVICES, LLC → | RIA / FO | $132M | EDISON, NJ | CRD 156504 |
| WEALTH EASE WEALTH MANAGEMENT → | RIA / FO | $132M | MARSHALL, MI | CRD 332595 |
| USCA ASSET MANAGEMENT LLC → | RIA / FO | $132M | HOUSTON, TX | CRD 137045 |
| RAMSEY HILL ASSET MANAGEMENT LLC → | RIA / FO | $132M | – | CRD 156768 |
| MIDDLE STREET CAPITAL, LLC → | RIA / FO | $132M | NEWFIELDS, NH | CRD 226513 |
| TRIPLETAIL WEALTH MANAGEMENT → | RIA / FO | $132M | ORLANDO, FL | CRD 318781 |
| CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC → | RIA / FO | $132M | TUSCALOOSA, AL | CRD 337758 |
| LEE-WAY FINANCIAL SERVICES, INC → | RIA / FO | $132M | HATTIESBURG, MS | CRD 113983 |
| PMV CAPITAL ADVISERS, LLC → | RIA / FO | $132M | DALLAS, TX | CRD 308010 |
| JGC TAX & WEALTH MANAGEMENT → | RIA / FO | $132M | SALEM, OR | CRD 165770 |
| SECURE WEALTH, INC. → | RIA / FO | $132M | BOCA RATON, FL | CRD 290572 |
| WEALTHMARK, LLC → | RIA / FO | $132M | BELLINGHAM, WA | CRD 144948 |
| SCHMITZ CAPITAL PARTNERS, LLC → | RIA / FO | $132M | MILL VALLEY, CA | CRD 105702 |
| BLUE LINE CAPITAL → | RIA / FO | $132M | CHICAGO, IL | CRD 304024 |
| ACP INVESTMENT MANAGEMENT → | RIA / FO | $132M | KAILUA-KONA, HI | CRD 338484 |
| TUBLIN - DIFUSCO ADVISORS INC. → | RIA / FO | $132M | – | CRD 125801 |
| PROPER WEALTH → | RIA / FO | $132M | TALLAHASSEE, FL | CRD 336499 |
| LAMINAR WEALTH LLC → | RIA / FO | $132M | CLAYTON, MO | CRD 167867 |
| RDG CAPITAL MANAGEMENT LLC → | RIA / FO | $132M | PITTSFORD, NY | CRD 329749 |
| NEST EGG → | RIA / FO | $132M | CONSHOHOCKEN, PA | CRD 286024 |
| TEPLITZ FINANCIAL GROUP LLC → | RIA / FO | $132M | OLD BRIDGE, NJ | CRD 122038 |
| LMPG WEALTH ADVISORS, LLC → | RIA / FO | $132M | MIAMI, FL | CRD 328251 |
| THE BREIT GROUP → | RIA / FO | $132M | WRIGHTSVILLE BEACH, NC | CRD 335020 |
| EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC → | RIA / FO | $132M | SEATTLE, WA | CRD 159018 |
| AWR INVESTMENT MANAGEMENT, LLC → | RIA / FO | $132M | SAN RAFAEL, CA | CRD 118538 |
| BENCHMARK FINANCIAL, LLC → | RIA / FO | $132M | WILMINGTON, DE | CRD 297443 |
| IMPRINT WEALTH LLC → | RIA / FO | $132M | MOUNT PLEASANT, SC | CRD 322130 |
| 1ST DISCOUNT BROKERAGE, INC. → | RIA / FO | $131M | LAKE WORTH, FL | CRD 39164 |
| LINX PARTNERS, LLC → | RIA / FO | $131M | ATLANTA, GA | CRD 158607 |
| WARM SPRINGS ADVISORS INC. → | RIA / FO | $131M | LARKSPUR, CA | CRD 306501 |
| MIDDLETON & COMPANY → | RIA / FO | $131M | VANCOUVER, WA | CRD 284996 |
| CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC → | RIA / FO | $131M | TAMPA, FL | CRD 174670 |
| LAYLINE ADVISORS → | RIA / FO | $131M | ROCHESTER, NY | CRD 285136 |
| SEATTLE WEALTH MANAGEMENT LLC → | RIA / FO | $131M | SEATTLE, WA | CRD 285877 |
| SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC → | RIA / FO | $131M | PROVIDENCE, RI | CRD 109013 |
| NEXPOINT ADVISORS, L.P. → | RIA / FO | $131M | DALLAS, TX | CRD 163564 |
| STAWNYCHY FINANCIAL SERVICES, INC. → | RIA / FO | $131M | KINNELON, NJ | CRD 128859 |
| STERLING BRIDGE FINANCIAL GROUP LLC → | RIA / FO | $131M | PALM HARBOR, FL | CRD 304409 |
| FRISCO FINANCIAL PLANNING → | RIA / FO | $131M | – | CRD 132585 |
| RONIN EQUITY PARTNERS LLC → | RIA / FO | $131M | NEW YORK, NY | CRD 310679 |
| KERR WEALTH MANAGEMENT → | RIA / FO | $131M | FRESNO, CA | CRD 277142 |
| STEELOAKS INVESTMENT ADVISERS, INC. → | RIA / FO | $131M | WEIRTON, WV | CRD 108197 |
| WARREN CAPITAL GROUP → | RIA / FO | $131M | CHARLESTON, SC | CRD 137449 |
| FAMILY WEALTH PARTNERS LLC → | RIA / FO | $131M | MEDFORD, NJ | CRD 304935 |
| CRESCENT CITY RETIREMENT GROUP → | RIA / FO | $131M | METAIRIE, LA | CRD 146666 |
| MAN CAPITAL MANAGEMENT LLC → | RIA / FO | $131M | NEW YORK, NY | CRD 146110 |
| DMK ADVISOR GROUP, INC. → | RIA / FO | $131M | LUTZ, FL | CRD 41067 |
| OPEN SOURCE INVESTMENTS, LLC → | RIA / FO | $131M | – | CRD 287501 |
| WEINSTAT WEALTH MANAGEMENT, INC. → | RIA / FO | $131M | – | CRD 125626 |