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 14401–14500 (page 145 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LANDMARK INVESTMENT PARTNERS, L.P. → | RIA / FO | $125M | WEST PALM BEACH, FL | CRD 329543 |
| DAKOTA INVESTMENTS, LLC → | RIA / FO | $125M | BRYN MAWR, PA | CRD 290284 |
| HARBORVIEW ASSET MANAGEMENT LLC → | RIA / FO | $125M | GIG HARBOR, WA | CRD 332767 |
| AXIOM WEALTH STRATEGIES, LLC → | RIA / FO | $125M | BEND, OR | CRD 313124 |
| NGP FINANCIAL PLANNING, LLC → | RIA / FO | $125M | – | CRD 310443 |
| US INFRAVEST MANAGERS LP → | RIA / FO | $125M | – | CRD 312299 |
| HAYKIN, MICHAEL → | RIA / FO | $125M | – | CRD 113249 |
| CAPITAL ADVISOR NETWORK → | RIA / FO | $124M | LAFAYETTE, IN | CRD 297578 |
| FORTIS PRIVATE WEALTH ADVISORS, LLC → | RIA / FO | $124M | MIAMI, FL | CRD 304494 |
| VORPAHL WING ADVISORS, INC. → | RIA / FO | $124M | SPOKANE, WA | CRD 47548 |
| STREAMSONG ADVISORS, LLC → | RIA / FO | $124M | GRAND RAPIDS, MI | CRD 168250 |
| SILA FINANCIAL, LLC → | RIA / FO | $124M | – | CRD 298406 |
| CORAL WEALTH MANAGEMENT, LLC → | RIA / FO | $124M | MIAMI, FL | CRD 307117 |
| RILEX CAPITAL LLC → | RIA / FO | $124M | MANASQUAN, NJ | CRD 309783 |
| APO FINANCIAL SERVICES, LLC → | RIA / FO | $124M | WESTMINSTER, CO | CRD 297647 |
| WATKINSON CAPITAL ADVISORS LLC → | RIA / FO | $124M | BERWYN, PA | CRD 151862 |
| WHITE OAK WEALTH MANAGEMENT → | RIA / FO | $124M | COLUMBIA, MD | CRD 299021 |
| SEPHIRA INVESTMENT ADVISORS (UK) LIMITED → | RIA / FO | $124M | LONDON | CRD 293524 |
| ROYAL PALMS CAPITAL, LLC → | RIA / FO | $124M | – | CRD 135304 |
| MERRYFIELD BARNES, LLC → | RIA / FO | $124M | ITHACA, NY | CRD 159862 |
| CARDEA CAPITAL ADVISORS, LLC → | RIA / FO | $124M | VERO BEACH, FL | CRD 307600 |
| EMERGENT CAPITAL ADVISORS, LLC → | RIA / FO | $124M | HOUSTON, TX | CRD 156112 |
| T.R.U.E. COASTAL CAPITAL, LLC → | RIA / FO | $124M | SAVANNAH, GA | CRD 281556 |
| JMH WEALTH MANAGEMENT, LLC → | RIA / FO | $124M | HANOVER, NH | CRD 139294 |
| EAGLE POINT ENHANCED INCOME MANAGEMENT LLC → | RIA / FO | $124M | GREENWICH, CT | CRD 327357 |
| PETERSON FINANCIAL SERVICES LLC → | RIA / FO | $124M | DENVER, CO | CRD 106127 |
| BROOKLAWN CAPITAL ADVISORS → | RIA / FO | $124M | NEW YORK, NY | CRD 287796 |
| SURIENCE PRIVATE WEALTH LLC → | RIA / FO | $124M | YAKIMA, WA | CRD 313055 |
| ABRIDGE PARTNERS, LLC → | RIA / FO | $124M | – | CRD 145247 |
| MERIDIAN ASSET MANAGEMENT, LLC → | RIA / FO | $124M | – | CRD 154239 |
| TITAN INVESTMENT MANAGEMENT LLC → | RIA / FO | $124M | INDIANAPOLIS, IN | CRD 291148 |
| IOWA WEALTH MANAGEMENT, LLC → | RIA / FO | $124M | WEST DES MOINES, IA | CRD 286435 |
| MIDWEST FINANCIAL ASSOCIATES, INC. → | RIA / FO | $124M | ROCKFORD, IL | CRD 158573 |
| AGILIS INVESTMENT MANAGEMENT LLC → | RIA / FO | $124M | WILTON, CT | CRD 336358 |
| TQM WEALTH PARTNERS → | RIA / FO | $124M | MARBLEHEAD, MA | CRD 282979 |
| GREENLEAF FINANCIAL NETWORK, LLC → | RIA / FO | $124M | – | CRD 284165 |
| COSEY FINANCIAL SERVICES, INC. → | RIA / FO | $124M | KNOXVILLE, TN | CRD 140175 |
| KUCHARO WEALTH → | RIA / FO | $124M | CHARLOTTE, NC | CRD 329601 |
| PEACE OF MIND FINANCIAL PLANNING, INC → | RIA / FO | $124M | COLORADO SPRINGS, CO | CRD 289067 |
| SCHUYLKILL FINANCIAL, LLC → | RIA / FO | $124M | WYOMISSING, PA | CRD 143052 |
| CANDIDE GROUP → | RIA / FO | $124M | OAKLAND, CA | CRD 286086 |
| FITZWILLIAMS WEALTH MANAGEMENT INC. → | RIA / FO | $124M | CHESAPEAKE, VA | CRD 312192 |
| DALY INVESTMENT MANAGEMENT, LLC → | RIA / FO | $124M | MOUNT PROSPECT, IL | CRD 149980 |
| TACTICA LLC → | RIA / FO | $124M | – | CRD 335272 |
| IDEAL RETIREMENT SOLUTIONS → | RIA / FO | $124M | PORT CHARLOTTE, FL | CRD 333393 |
| ZUCKERMAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $123M | LOS ANGELES, CA | CRD 148549 |
| Q2 WEALTH MANAGEMENT → | RIA / FO | $123M | LEXINGTON, KY | CRD 314932 |
| GALLAGHER WEALTH MANAGEMENT → | RIA / FO | $123M | DANVILLE, CA | CRD 161266 |
| INVESTMENT MANAGEMENT TRUST, LLC → | RIA / FO | $123M | FITCHBURG, MA | CRD 129456 |
| INTEGRA FINANCIAL, INC. → | RIA / FO | $123M | GREENWOOD VILLAGE, CO | CRD 113422 |
| O'DONNELL WEALTH MANAGEMENT → | RIA / FO | $123M | CODY, WY | CRD 323384 |
| DEWITT CAPITAL MANAGEMENT → | RIA / FO | $123M | COLLEGEVILLE, PA | CRD 108232 |
| PACIFIC SPECIALTY INVESTMENT GROUP, LLC → | RIA / FO | $123M | NEWPORT BEACH, CA | CRD 282463 |
| CAPRICE CAPITAL PARTNERS, LLC → | RIA / FO | $123M | – | CRD 307048 |
| LANG & BECKER, INC. → | RIA / FO | $123M | WASHINGTON, MO | CRD 137346 |
| DAVIES FINANCIAL ADVISORS, INC. → | RIA / FO | $123M | MURRIETA, CA | CRD 139764 |
| IBS CAPITAL LLC → | RIA / FO | $123M | MEDFIELD, MA | CRD 160585 |
| SAMARA CAPITAL → | RIA / FO | $123M | BEAVERTON, OR | CRD 336178 |
| VALLIANCE ASSET MANAGEMENT LLC → | RIA / FO | $123M | NEW YORK, NY | CRD 329927 |
| ARKHOUSE → | RIA / FO | $123M | NEW YORK, NY | CRD 325180 |
| BRETTON CAPITAL MANAGEMENT → | RIA / FO | $123M | SAN FRANCISCO, CA | CRD 154344 |
| WORTH FINANCIAL GROUP INC. → | RIA / FO | $123M | DALLAS, TX | CRD 13478 |
| SUNSTONE ADVISORS, LLC → | RIA / FO | $123M | IRVINE, CA | CRD 324002 |
| LEGACY FINANCIAL SERVICES GROUP, INC. → | RIA / FO | $123M | TRAVERSE CITY, MI | CRD 140514 |
| ENDURING WEALTH ADVISORS → | RIA / FO | $123M | TEMECULA, CA | CRD 323320 |
| SENIOR TAX ADVISORY GROUP, INC. → | RIA / FO | $123M | COLORADO SPRINGS, CO | CRD 318058 |
| CONTANGO WEALTH MANAGEMENT LLC → | RIA / FO | $123M | OAKLAND, CA | CRD 337757 |
| RALL CAPITAL MANAGEMENT, INC. → | RIA / FO | $123M | ROCKLEDGE, FL | CRD 132827 |
| INVESTMENT CONSULTANTS LLC → | RIA / FO | $123M | – | CRD 314810 |
| TC FINANCIAL MANAGEMENT, CO INC. → | RIA / FO | $123M | MARGATE CITY, NJ | CRD 128967 |
| WASSAW SOUND MANAGEMENT, LLC → | RIA / FO | $123M | SAVANNAH, GA | CRD 299164 |
| ELEVATED PRIVATE WEALTH → | RIA / FO | $123M | – | CRD 335270 |
| UAK DIVERSIFIED WEALTH ADVISORS → | RIA / FO | $123M | – | CRD 300506 |
| EVERY SECURITIES LLC → | RIA / FO | $123M | SACRAMENTO, CA | CRD 333167 |
| KAHN FINANCIAL GROUP → | RIA / FO | $123M | CLEARWATER, FL | CRD 134802 |
| ALPHABOND LLC → | RIA / FO | $123M | PALM BEACH, FL | CRD 336339 |
| TRILLIUM INVESTMENTS → | RIA / FO | $123M | EMERYVILLE, CA | CRD 300353 |
| SILVER CREEK CAPITAL MANAGEMENT LLC → | RIA / FO | $123M | SEATTLE, WA | CRD 122966 |
| MAIN LINE GROUP WEALTH MANAGEMENT, LLC → | RIA / FO | $123M | – | CRD 150964 |
| MAYNERICH FINANCIAL → | RIA / FO | $123M | VIRDEN, IL | CRD 331546 |
| BEYOND WEALTH → | RIA / FO | $122M | OVERLAND PARK, KS | CRD 162231 |
| COAST ADVISORY LLC → | RIA / FO | $122M | EAST TROY, WI | CRD 340229 |
| V3LIMITED LLC → | RIA / FO | $122M | RADNOR, PA | CRD 169624 |
| LIONSBRIDGE WEALTH MANAGEMENT LLC → | RIA / FO | $122M | JACKSONVILLE BEACH, FL | CRD 149019 |
| INTEGRATED WEALTH ADVISORS, LLC → | RIA / FO | $122M | BELLEVUE, WA | CRD 314575 |
| PEGASUS FINANCIAL GROUP LLC → | RIA / FO | $122M | CHANTILLY, VA | CRD 145127 |
| FNEX WEALTH, LLC → | RIA / FO | $122M | INDIANAPOLIS, IN | CRD 334569 |
| FSC WEALTH ADVISORS, LLC → | RIA / FO | $122M | FISHKILL, NY | CRD 154382 |
| ARBOR FINANCIAL SERVICES, LLC → | RIA / FO | $122M | DOWNERS GROVE, IL | CRD 150713 |
| PACIFIC COAST INVESTMENT ADVISORS, LLC → | RIA / FO | $122M | WEST LINN, OR | CRD 137963 |
| APEX WEALTH ADVISORS LLC → | RIA / FO | $122M | – | CRD 316564 |
| EVANS WEALTH MANAGEMENT → | RIA / FO | $122M | GALLIPOLIS, OH | CRD 164320 |
| UNITED VALUE CAPITAL, LLC → | RIA / FO | $122M | – | CRD 300533 |
| LAUREATE WEALTH MANAGEMENT, LLC → | RIA / FO | $122M | GLEN ELLYN, IL | CRD 172519 |
| KW WEALTH MANAGEMENT LLC → | RIA / FO | $122M | – | CRD 298466 |
| FIRST LOOK CAPITAL MANAGEMENT, LLC → | RIA / FO | $122M | – | CRD 173040 |
| PORTFOLIO RESOURCES ADVISOR GROUP, INC. → | RIA / FO | $122M | CORAL GABLES, FL | CRD 144601 |
| TOLLEY FINANCIAL GROUP, LLC → | RIA / FO | $122M | RALEIGH, NC | CRD 302115 |
| CLIO ASSET MANAGEMENT LLC → | RIA / FO | $122M | CHARLOTTESVILLE, VA | CRD 298041 |
| CAMBRIAN ASSET MANAGEMENT, INC. → | RIA / FO | $122M | MILL VALLEY, CA | CRD 291953 |