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 14301–14400 (page 144 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GPS INVESTMENTS → | RIA / FO | $128M | SCOTTSDALE, AZ | CRD 333381 |
| WILLOW → | RIA / FO | $128M | ROGERS, AR | CRD 325785 |
| SOLIDARITY CAPITAL MANAGEMENT, LLC → | RIA / FO | $128M | LEHI, UT | CRD 322596 |
| ALIGN ADVISOR GROUP, LLC → | RIA / FO | $128M | VINELAND, NJ | CRD 336638 |
| HIDDEN HILLS WEALTH → | RIA / FO | $128M | – | CRD 312877 |
| EVOLUTION INVESTMENT MANAGEMENT LLC → | RIA / FO | $128M | AUSTIN, TX | CRD 324108 |
| LONGVIEW WEALTH MANAGEMENT, LLC → | RIA / FO | $127M | – | CRD 139489 |
| HATCHER CAPITAL INVESTMENTS, INC. → | RIA / FO | $127M | LITTLE ROCK, AR | CRD 300230 |
| YES WEALTH MANAGEMENT → | RIA / FO | $127M | MAHTOMEDI, MN | CRD 172591 |
| DIVVI WEALTH MANAGEMENT → | RIA / FO | $127M | KANSAS CITY, MO | CRD 318241 |
| WE FINANCIAL GROUP → | RIA / FO | $127M | SAN FRANCISCO, CA | CRD 298549 |
| CITIGROUP ALTERNATIVE INVESTMENTS LLC → | RIA / FO | $127M | NEW YORK, NY | CRD 119537 |
| CARDINAL RETIREMENT PLANNING, INC. → | RIA / FO | $127M | – | CRD 166545 |
| LUMINESCENT WEALTH MANAGEMENT, INC. → | RIA / FO | $127M | SCOTTSDALE, AZ | CRD 337660 |
| MILLENIA FINANCIAL PARTNERS, LLC → | RIA / FO | $127M | – | CRD 110832 |
| 2 KNIGHTS WEALTH MANAGEMENT, LLC → | RIA / FO | $127M | PEPPER PIKE, OH | CRD 307238 |
| FAIRCHILD FINANCIAL ADVISORS, INC. → | RIA / FO | $127M | FOLSOM, CA | CRD 165434 |
| MOORE FINANCIAL ADVISORS, LTD. → | RIA / FO | $127M | BELMONT, MA | CRD 130421 |
| AXIM PLANNING & WEALTH → | RIA / FO | $127M | SPRINGBORO, OH | CRD 319618 |
| WRIGHT WEALTH STRATEGIES, LLC → | RIA / FO | $127M | SAN LUIS OBISPO, CA | CRD 304289 |
| SYNERGY WEALTH MANAGEMENT, LLC → | RIA / FO | $127M | GRAND RAPIDS, MI | CRD 174633 |
| PROTOCOL WEALTH, LLC → | RIA / FO | $127M | DENVER, CO | CRD 335298 |
| SIERRA MANAGEMENT GROUP → | RIA / FO | $127M | RENO, NV | CRD 307227 |
| STRATEGIC PORTFOLIO MANAGERS → | RIA / FO | $127M | NORTHFIELD, IL | CRD 155286 |
| DOUBLE BAY MANAGEMENT & PLANNING → | RIA / FO | $127M | SAN FRANCISCO, CA | CRD 136373 |
| SAGE WEALTH PLANNING → | RIA / FO | $127M | GEORGETOWN, TX | CRD 300747 |
| GROWSTRONG WEALTH STRATEGIES → | RIA / FO | $127M | FORT COLLINS, CO | CRD 308299 |
| GAINSPOLETTI WEALTH PLANNERS → | RIA / FO | $127M | CLEVELAND, MS | CRD 333768 |
| IMPACT FIDUCIARY LLC → | RIA / FO | $127M | PASADENA, CA | CRD 288345 |
| MILLER FINANCIAL SERVICES, INC. → | RIA / FO | $127M | SAN JUAN CAPISTRANO, CA | CRD 339220 |
| KINGSFORD CAPITAL MANAGEMENT, LLC → | RIA / FO | $127M | POINT RICHMOND, CA | CRD 161445 |
| ASHWOOD ADVISORS → | RIA / FO | $127M | MEDFIELD, MA | CRD 128811 |
| DUKE FUNDING MANAGEMENT, L.L.C. → | RIA / FO | $127M | OLD GREENWICH, CT | CRD 117590 |
| ADVISOR.COM → | RIA / FO | $127M | CHARLESTON, SC | CRD 318823 |
| BONE FIDE WEALTH → | RIA / FO | $127M | NEW YORK, NY | CRD 301066 |
| PERSONAL MONEY PLANNING, LLC → | RIA / FO | $127M | WICHITA FALLS, TX | CRD 112178 |
| SHADOWRIDGE ASSET MANAGEMENT, LLC → | RIA / FO | $127M | AUSTIN, TX | CRD 162066 |
| CARMICHAEL CREEL INVESTMENTS → | RIA / FO | $127M | FRANKLIN, TN | CRD 118468 |
| BRACKENWOOD CAPITAL MANAGEMENT, LLC → | RIA / FO | $127M | BAINBRIDGE ISLAND, WA | CRD 135478 |
| ARTESA FINANCIAL GROUP → | RIA / FO | $127M | CONROE, TX | CRD 153741 |
| COPPERLINE WEALTH MANAGEMENT & PLANNING → | RIA / FO | $127M | CODY, WY | CRD 335796 |
| KINGWOOD INVESTMENT GROUP → | RIA / FO | $127M | KINGWOOD, TX | CRD 330330 |
| HICKORY WEALTH MANAGEMENT, LLC → | RIA / FO | $127M | SPRINGFIELD, MO | CRD 298475 |
| ACTS FINANCIAL ADVISORS → | RIA / FO | $127M | MCLEAN, VA | CRD 325930 |
| TWIN GRYPHON ADVISORS LLC → | RIA / FO | $127M | MARSHFIELD, MA | CRD 297264 |
| WALLICK INVESTMENTS, LLC → | RIA / FO | $127M | COLUMBIA, SC | CRD 162976 |
| IOR → | RIA / FO | $127M | CLAYTON, MO | CRD 311647 |
| RIA WEALTH ADVISORS, LLC → | RIA / FO | $126M | ROUND ROCK, TX | CRD 312072 |
| FORTITUDE PRIVATE WEALTH → | RIA / FO | $126M | CARMEL, IN | CRD 290074 |
| AISA INTERNATIONAL → | RIA / FO | $126M | DEVIZES | CRD 172777 |
| P&A CAPITAL ADVISORS → | RIA / FO | $126M | NEW YORK, NY | CRD 111731 |
| GOLDFARB FINANCIAL MANAGEMENT, LLC → | RIA / FO | $126M | – | CRD 306271 |
| FINANCIAL EMPOWERMENT LLC → | RIA / FO | $126M | BURNSVILLE, MN | CRD 131425 |
| COKER & PALMER → | RIA / FO | $126M | JACKSON, MS | CRD 29163 |
| PREMIER PRIVATE WEALTH MANAGEMENT, LLC → | RIA / FO | $126M | PALM HARBOR, FL | CRD 331860 |
| BCM CAPITAL MANAGEMENT LLC → | RIA / FO | $126M | NORTHFIELD, IL | CRD 337570 |
| LESTE USA, LLC → | RIA / FO | $126M | MIAMI, FL | CRD 301289 |
| SHEPHERD STREET ADVISORS → | RIA / FO | $126M | LARKSPUR, CA | CRD 306021 |
| TRINITY INVESTMENT MANAGEMENT, LLC → | RIA / FO | $126M | FORT WORTH, TX | CRD 133873 |
| PRIVATE WEALTH MANAGEMENT LLC → | RIA / FO | $126M | – | CRD 137770 |
| OAK STREET ADVISORS → | RIA / FO | $126M | MYRTLE BEACH, SC | CRD 139400 |
| VIP PLANNERS, INC. → | RIA / FO | $126M | ROANOKE, VA | CRD 111946 |
| ADIRONDACK RESEARCH & MANAGEMENT INC. → | RIA / FO | $126M | GUILDERLAND, NY | CRD 130987 |
| CAPITAL WEALTH ADVISORS, LTD. → | RIA / FO | $126M | WEST BEND, WI | CRD 155263 |
| VIP WEALTH ADVISORS → | RIA / FO | $126M | DECATUR, GA | CRD 335528 |
| SIGNIFICANT WEALTH PARTNERS LLC → | RIA / FO | $126M | CARY, IL | CRD 293060 |
| THIELEN CAPITAL CORPORATION → | RIA / FO | $126M | LADERA RANCH, CA | CRD 169139 |
| TIDAL CREEK CAPITAL ADVISORS → | RIA / FO | $126M | BLUFFTON, SC | CRD 287840 |
| INTEGRITY ROAD WEALTH PARTNERS LLC → | RIA / FO | $126M | HOUSTON, TX | CRD 333154 |
| REALITY FINANCIAL PLANNING SERVICES, LLC → | RIA / FO | $126M | SARASOTA, FL | CRD 143352 |
| BSC CAPITAL PARTNERS, LLC → | RIA / FO | $126M | WEST DES MOINES, IA | CRD 284338 |
| SUNDIAL WEALTH LLC → | RIA / FO | $126M | BOCA RATON, FL | CRD 321900 |
| BREAKTHRU ADVISORY SERVICES, LLC → | RIA / FO | $126M | MUSKEGO, WI | CRD 332173 |
| ODA AND COMPANY, INC. → | RIA / FO | $126M | MEDINA, OH | CRD 119952 |
| HYPHEN WEALTH MANAGEMENT → | RIA / FO | $126M | LAFAYETTE, CA | CRD 338134 |
| LIONTREE PARTNERS LLC → | RIA / FO | $125M | NEW YORK, NY | CRD 289817 |
| OAK STREET INVESTMENTS → | RIA / FO | $125M | GREENWOOD VILLAGE, CO | CRD 288019 |
| LONE PEAK ADVISERS → | RIA / FO | $125M | DRAPER, UT | CRD 296772 |
| BERKELEY ADVISORS, INC. → | RIA / FO | $125M | ATLANTA, GA | CRD 134455 |
| DEMERS FINANCIAL PLANNING → | RIA / FO | $125M | COLUMBUS, OH | CRD 106702 |
| DOWNTOWN INVESTMENT ADVISORY → | RIA / FO | $125M | WHITE PLAINS, NY | CRD 168812 |
| THE GARDNER GROUP → | RIA / FO | $125M | DALLAS, TX | CRD 114263 |
| WMS GROUP LLC → | RIA / FO | $125M | – | CRD 164327 |
| BASTION FIDUCIARY → | RIA / FO | $125M | – | CRD 333420 |
| KONZA GLOBAL WEALTH GROUP → | RIA / FO | $125M | OVERLAND PARK, KS | CRD 331692 |
| SEEDSAFE FINANCIAL LLC → | RIA / FO | $125M | – | CRD 283887 |
| BLUE CURVE ADVISORY, LLC → | RIA / FO | $125M | TOWSON, MD | CRD 333724 |
| SOUTHPAW ASSET MANAGEMENT, LP → | RIA / FO | $125M | – | CRD 135693 |
| CANTLON FINANCIAL PLANNING LLC → | RIA / FO | $125M | – | CRD 106622 |
| 44 NORTH CAPITAL, LLC → | RIA / FO | $125M | BURLINGTON, VT | CRD 327552 |
| MAR WEALTH MANAGEMENT SERVICES, LLC → | RIA / FO | $125M | WEST PALM BEACH, FL | CRD 167335 |
| CENTRUS FINANCIAL STRATEGIES → | RIA / FO | $125M | ORLANDO, FL | CRD 339651 |
| DOXARA CAPITAL LP → | RIA / FO | $125M | JACKSONVILLE, FL | CRD 339621 |
| EAST BEACH ASSET MANAGEMENT, LLC → | RIA / FO | $125M | LOS ANGELES, CA | CRD 310563 |
| IIC → | RIA / FO | $125M | BLOOMFIELD HILLS, MI | CRD 168705 |
| PARADOXIOM CAPITAL → | RIA / FO | $125M | STAMFORD, CT | CRD 330671 |
| STRONGTOWER WEALTH MANAGEMENT, PLC → | RIA / FO | $125M | HOT SPRINGS, AR | CRD 292882 |
| TIDEHAVEN WEALTH, LLC → | RIA / FO | $125M | MOUNT PLEASANT, SC | CRD 281814 |
| MASTERPIECE CAPITAL, LLC → | RIA / FO | $125M | AUSTIN, TX | CRD 290075 |
| WOLF FINANCIAL ADVISORS LLC → | RIA / FO | $125M | PEKIN, IL | CRD 146080 |