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 14201–14300 (page 143 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FIRST GROWTH CAPITAL LLC → | RIA / FO | $131M | – | CRD 305958 |
| MENCH FINANCIAL INC → | RIA / FO | $131M | CINCINNATI, OH | CRD 106689 |
| LINCOLN DOUGLAS INVESTMENTS, LLC → | RIA / FO | $131M | MOUNT VERNON, OH | CRD 155578 |
| AGEMY WEALTH ADVISORS, LLC → | RIA / FO | $131M | DEVER, CO | CRD 218512 |
| JCN FINANCIAL & TAX ADVISORY GROUP, LLC → | RIA / FO | $130M | BATON ROUGE, LA | CRD 174358 |
| EQUILIBRIA WEALTH MANAGEMENT, LLC → | RIA / FO | $130M | KATY, TX | CRD 311785 |
| SARTORIAL WEALTH INC. → | RIA / FO | $130M | MISSISSAUGA, ONTARIO | CRD 329971 |
| MESSMER CAPITAL ADVISORS LLC → | RIA / FO | $130M | MILFORD, OH | CRD 305387 |
| ALTAMIRA FINANCIAL GROUP, LLC → | RIA / FO | $130M | SANTA FE, NM | CRD 316907 |
| THE SHERRY GROUP, INC. → | RIA / FO | $130M | MOUNTAIN HOME, AR | CRD 146271 |
| PEAKVALLEY WEALTH, LLC → | RIA / FO | $130M | ROANOKE, VA | CRD 165542 |
| APPLIED FINANCIAL WISDOM → | RIA / FO | $130M | RAPID CITY, SD | CRD 164428 |
| ARBUS CAPITAL MANAGEMENT, LLC → | RIA / FO | $130M | – | CRD 148709 |
| WALSKY INVESTMENT MANAGEMENT INC → | RIA / FO | $130M | WYOMISSING, PA | CRD 106991 |
| MONTGOMERY CAPITAL ADVISORS LLC → | RIA / FO | $130M | NEW YORK, NY | CRD 138148 |
| WISE WEALTH MANAGEMENT, LLC → | RIA / FO | $130M | NEW YORK, NY | CRD 133614 |
| CERASUS ADVISORS INC → | RIA / FO | $130M | – | CRD 152113 |
| VERSATILE CAPITAL MANAGEMENT L.L.C. → | RIA / FO | $130M | CHICAGO, IL | CRD 173611 |
| CAPITAL CITY WEALTH MANAGEMENT, INC. → | RIA / FO | $130M | BISMARCK, ND | CRD 172199 |
| FINANCIAL AURORA, LLC. → | RIA / FO | $130M | AUSTIN, TX | CRD 260786 |
| GLOBAL VENTURE MANAGEMENT LLC → | RIA / FO | $130M | SAN JUAN, PR | CRD 324517 |
| SEVEN HILLS CAPITAL ADVISORS → | RIA / FO | $130M | CINCINNATI, OH | CRD 175280 |
| WHEELS UP WEALTH, INC. → | RIA / FO | $130M | – | CRD 307736 |
| ARIA WEALTH MANAGEMENT → | RIA / FO | $130M | SARATOGA, CA | CRD 288450 |
| HONDIUS CAPITAL MANAGEMENT, LP → | RIA / FO | $130M | NORWALK, CT | CRD 297991 |
| NAVIGO WEALTH MANAGEMENT, LLC → | RIA / FO | $130M | – | CRD 146265 |
| PEARL WEALTH LLC → | RIA / FO | $130M | – | CRD 296811 |
| SOPHIS INVESTMENTS LLC → | RIA / FO | $130M | NEW YORK, NY | CRD 170391 |
| SAFE HARBOR FIDUCIARY, LLC → | RIA / FO | $130M | PENSACOLA, FL | CRD 169659 |
| R. F. LAFFERTY & CO., INC. → | RIA / FO | $130M | NEW YORK, NY | CRD 2498 |
| CATALYST INVESTMENT MANAGEMENT LLC → | RIA / FO | $130M | – | CRD 298122 |
| FINANCIAL NETWORK SPECIALISTS LLC → | RIA / FO | $130M | – | CRD 109037 |
| PASQUA WEALTH SOLUTIONS → | RIA / FO | $130M | PALM CITY, FL | CRD 139618 |
| VIDA WEALTH PARTNERS, INC. → | RIA / FO | $130M | SANTA BARBARA, CA | CRD 140824 |
| MACLENDON WEALTH MANAGEMENT, LLC → | RIA / FO | $130M | DELRAY BEACH, FL | CRD 157819 |
| CASTELLANO & ASSOCIATES → | RIA / FO | $130M | SHREVEPORT, LA | CRD 117369 |
| BURNHAM & COMPANY LLC → | RIA / FO | $130M | GRAND RAPIDS, MI | CRD 319339 |
| EQUILIBRIUM WEALTH LLC → | RIA / FO | $130M | – | CRD 311940 |
| PEBBLE VALLEY WEALTH MANAGEMENT → | RIA / FO | $129M | WESTERN SPRINGS, IL | CRD 145664 |
| INTRINSIC INVESTORS LLC → | RIA / FO | $129M | WAUWATOSA, WI | CRD 111968 |
| CGI WEALTH ADVISORS, INC. → | RIA / FO | $129M | FRAZER, PA | CRD 311273 |
| TRUST BEYOND CORP → | RIA / FO | $129M | – | CRD 312721 |
| SKG CAPITAL ADVISORS, LLC → | RIA / FO | $129M | ALBUQUERQUE, NM | CRD 286554 |
| ANTONETTI CAPITAL MANAGEMENT, LLC → | RIA / FO | $129M | NAPLES, FL | CRD 156551 |
| SABER CAPITAL MANAGEMENT LLC → | RIA / FO | $129M | FUQUAY VARINA, NC | CRD 166103 |
| GENEREUX INVESTMENT MANAGEMENT, INC. → | RIA / FO | $129M | – | CRD 117436 |
| ATTLEBORO WEALTH MANAGEMENT LLC → | RIA / FO | $129M | YARDLEY, PA | CRD 318056 |
| MARCUS CAPITAL, LLC → | RIA / FO | $129M | NORTHFIELD, IL | CRD 130516 |
| RSC ASSET MANAGEMENT GROUP, LLC → | RIA / FO | $129M | STUDIO CITY, CA | CRD 312211 |
| ALPHA ASSET MANAGEMENT → | RIA / FO | $129M | AKRON, OH | CRD 112571 |
| OBION CAPITAL MANAGEMENT LP → | RIA / FO | $129M | MIAMI, FL | CRD 329954 |
| STEPHEN SMITH FINANCIAL INC. → | RIA / FO | $129M | SCHAUMBURG, IL | CRD 339402 |
| RALICKI WEALTH MANAGEMENT & TRUST SERVICES → | RIA / FO | $129M | STUART, FL | CRD 141192 |
| MARIVA GLOBAL ASSET MANAGEMENT, LLC → | RIA / FO | $129M | MIAMI, FL | CRD 285674 |
| INFINITY ADVISORY GROUP → | RIA / FO | $129M | PORTAGE, MI | CRD 324723 |
| 21 WEST WEALTH MANAGEMENT LLC → | RIA / FO | $129M | TUSTIN, CA | CRD 304532 |
| WOLFGANG CAPITAL → | RIA / FO | $129M | TEMECULA, CA | CRD 283525 |
| GORDON ASSET MANAGEMENT LLC → | RIA / FO | $129M | WEST PALM BEACH, FL | CRD 137136 |
| COLCHESTER INVESTMENT COUNSEL LLC → | RIA / FO | $129M | RIDGEFIELD, CT | CRD 126805 |
| QUALITY FINANCIAL CONCEPTS → | RIA / FO | $129M | MARYVILLE, TN | CRD 118886 |
| CAPITAL VIEW WEALTH MANAGEMENT, LLC → | RIA / FO | $129M | – | CRD 126653 |
| HOLM & CAWLEY FINANCIAL GROUP LLC → | RIA / FO | $129M | LAS VEGAS, NV | CRD 150601 |
| DICCIANNI FINANCIAL GROUP, INC. → | RIA / FO | $129M | EAST NORRITON, PA | CRD 149332 |
| LORD AND RICHARDS → | RIA / FO | $129M | HIGHLANDS RANCH, CO | CRD 328907 |
| PASNAU INVESTMENT MANAGEMENT, INC. → | RIA / FO | $129M | – | CRD 125647 |
| VELARIS WEALTH MANAGEMENT → | RIA / FO | $129M | ORLANDO, FL | CRD 340592 |
| PROSPETTIVA FINANCIAL → | RIA / FO | $129M | SAN FRANCISCO, CA | CRD 148760 |
| HUDSON HERITAGE CAPITAL MANAGEMENT, INC. → | RIA / FO | $129M | CROTON-ON-HUDSON, NY | CRD 44357 |
| BANTA ASSET MANAGEMENT LP → | RIA / FO | $129M | NEWPORT BEACH, CA | CRD 142987 |
| CATUM ADVISORY GROUP, LLC. → | RIA / FO | $129M | WILTON, CT | CRD 277148 |
| REVALUE LLC → | RIA / FO | $129M | GRAND RAPIDS, MI | CRD 165499 |
| SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC → | RIA / FO | $129M | – | CRD 112547 |
| THE CAPELOTO & HEDRICK CO → | RIA / FO | $129M | – | CRD 312356 |
| FOOTHILLS ADVISORS, LLC → | RIA / FO | $129M | CAVE CREEK, AZ | CRD 298408 |
| PELICAN INVESTMENT ADVISORS, LLC → | RIA / FO | $129M | BATON ROUGE, LA | CRD 313227 |
| BERKELEY CAPITAL MANAGEMENT, LLC → | RIA / FO | $128M | ELLSWORTH, KS | CRD 149229 |
| KURTIN FINANCIAL ADVISERS, LLC → | RIA / FO | $128M | – | CRD 115418 |
| BHK SECURITIES, LLC → | RIA / FO | $128M | BIRMINGHAM, AL | CRD 139665 |
| BROADHURST FINANCIAL ADVISORS, INC. → | RIA / FO | $128M | AUSTIN, TX | CRD 132332 |
| INDFIN LLC → | RIA / FO | $128M | – | CRD 127898 |
| ST. JOHN & ASSOCIATES, INC. → | RIA / FO | $128M | ROSWELL, GA | CRD 124778 |
| IG BETTER FUTURE MANAGEMENT, LLC → | RIA / FO | $128M | MENLO PARK, CA | CRD 314033 |
| RM ADVISER, LLC → | RIA / FO | $128M | ORLANDO, FL | CRD 283877 |
| OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC → | RIA / FO | $128M | SALT LAKE CITY, UT | CRD 165355 |
| PACIFICA PARTNERS CAPITAL MANAGEMENT INC. → | RIA / FO | $128M | SURREY | CRD 162313 |
| BRIGHT ADVISORS → | RIA / FO | $128M | GREENWOOD VILLAGE, CO | CRD 338693 |
| NETWORTH FINANCIAL SERVICES, LLC → | RIA / FO | $128M | JOHNS CREEK, GA | CRD 126666 |
| IDX ADVISORS → | RIA / FO | $128M | SCOTTSDALE, AZ | CRD 299658 |
| YDREAM FINANCIAL SERVICES, INC. → | RIA / FO | $128M | – | CRD 128995 |
| GUARDIAN CAPITAL, LLC → | RIA / FO | $128M | WEXFORD, PA | CRD 156015 |
| STEWARDS ADVISORY SERVICES → | RIA / FO | $128M | – | CRD 295694 |
| HARBOR HILLS FINANCIAL ADVISORS → | RIA / FO | $128M | MONTECITO, CA | CRD 312691 |
| NEXT GENERATION INVESTING, LLC → | RIA / FO | $128M | TOPEKA, KS | CRD 149017 |
| SECOND HALF FINANCIAL PARTNERS, LLC → | RIA / FO | $128M | SEBRING, FL | CRD 163454 |
| OPUS PRIVATE WEALTH GROUP, LLC → | RIA / FO | $128M | ORANGE, CA | CRD 171317 |
| BREAKWATER FINANCIAL, LLC → | RIA / FO | $128M | NEEDHAM, MA | CRD 282401 |
| COVE VIEW INVESTMENT PARTNERS, LLC → | RIA / FO | $128M | OLD GREENWICH, CT | CRD 339631 |
| WISER ADVISOR GROUP → | RIA / FO | $128M | – | CRD 326579 |
| CHARTERED ADVISORY GROUP → | RIA / FO | $128M | CHADDS FORD, PA | CRD 116517 |
| SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC → | RIA / FO | $128M | – | CRD 319437 |