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 14501–14600 (page 146 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ASCENTRIS → | RIA / FO | $122M | DENVER, CO | CRD 154814 |
| LIFELONG WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $122M | LAKE OSWEGO, OR | CRD 291661 |
| COMMENCEMENT FINANCIAL PLANNING LLC → | RIA / FO | $122M | – | CRD 154056 |
| CYPRESS CAPITAL MANAGEMENT, LLC → | RIA / FO | $122M | SHERIDAN, WY | CRD 130401 |
| ENCORE WEALTH ADVISORS → | RIA / FO | $122M | MORRIS, MN | CRD 336566 |
| NEW WAVE FINANCIAL SERVICES → | RIA / FO | $122M | – | CRD 173224 |
| ARBALPHA → | RIA / FO | $122M | MIAMI, FL | CRD 327158 |
| BOSTON PORTFOLIO ADVISERS → | RIA / FO | $122M | BOSTON, MA | CRD 172374 |
| BLUE HAVEN CAPITAL, LLC → | RIA / FO | $122M | GENEVA, IL | CRD 141738 |
| GIRA & GIRA INVESTMENT ADVISORS LLC → | RIA / FO | $121M | HARRISONBURG, VA | CRD 167813 |
| REGAL ADVISORY SERVICES, INC. → | RIA / FO | $121M | GLENVIEW, IL | CRD 123842 |
| PATHFINDER ADVISORY, INC. → | RIA / FO | $121M | ROCKFORD, IL | CRD 122768 |
| MATRIX PLANNING INC → | RIA / FO | $121M | SANTA MONICA, CA | CRD 110812 |
| CONNECTIVE PORTFOLIO MANAGEMENT, LLC → | RIA / FO | $121M | NEW YORK, NY | CRD 297755 |
| ALDER POINT CAPITAL MANAGEMENT LLC → | RIA / FO | $121M | LAFAYETTE, CO | CRD 337839 |
| WP ASSET MANAGEMENT → | RIA / FO | $121M | BEDMINSTER, NJ | CRD 279034 |
| STRICKLAND DAVIS ADVISORS LLC → | RIA / FO | $121M | MARIETTA, GA | CRD 126538 |
| ENCOMPASS ADVISORY SERVICES, LLC → | RIA / FO | $121M | KATY, TX | CRD 283574 |
| FORESIGHT WEALTH ADVISORS → | RIA / FO | $121M | SKOKIE, IL | CRD 286127 |
| LIFE STRATEGIES, INC. → | RIA / FO | $121M | LA JOLLA, CA | CRD 167732 |
| GENESIS ADVISORS, LLC → | RIA / FO | $121M | FISHERS, IN | CRD 151976 |
| ALLEN FINANCIAL MANAGEMENT → | RIA / FO | $121M | OXFORD, MI | CRD 153511 |
| GUDORF FINANCIAL GROUP, LLC → | RIA / FO | $121M | DAYTON, OH | CRD 339836 |
| GREENSVIEW WEALTH MANAGEMENT → | RIA / FO | $121M | FRANKLIN, TN | CRD 297321 |
| RESNICK WEALTH ALLIANCE, LLC → | RIA / FO | $121M | PALM BEACH GARDENS, FL | CRD 316188 |
| WEST FINANCIAL STRATEGIES, INC. → | RIA / FO | $121M | SANFORD, NC | CRD 118241 |
| JBGLOBAL.COM LLC → | RIA / FO | $121M | NEW YORK, NY | CRD 119111 |
| ALO FINANCIAL PLANNING → | RIA / FO | $121M | MOUNT PROSPECT, IL | CRD 297002 |
| CRAFT WEALTH SERVICES → | RIA / FO | $121M | TAMPA, FL | CRD 289557 |
| DOUCET ASSET MANAGEMENT, LLC → | RIA / FO | $121M | NEW ORLEANS, LA | CRD 141546 |
| EPIC WEALTH MANAGEMENT, LLC → | RIA / FO | $121M | OKLAHOMA CITY, OK | CRD 297643 |
| THE WEALTH BOUTIQUE → | RIA / FO | $121M | CHESTER, NJ | CRD 317291 |
| VAN WINKLE WEALTH MANAGEMENT GROUP LLC → | RIA / FO | $121M | NEWARK, OH | CRD 134813 |
| MONTCHANIN ASSET MANAGEMENT, LLC → | RIA / FO | $121M | MONTCHANIN, DE | CRD 304367 |
| EMERALD ASSET MANAGEMENT, INC. → | RIA / FO | $121M | ROCKY MOUNT, NC | CRD 174691 |
| WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC → | RIA / FO | $121M | SANDPOINT, ID | CRD 143049 |
| WRIGHT COVE CAPITAL → | RIA / FO | $121M | PORTLAND, ME | CRD 307252 |
| APOGEE INVESTMENT MANAGEMENT → | RIA / FO | $121M | – | CRD 173687 |
| LEDER FIDUCIARY CAPITAL LLC → | RIA / FO | $121M | BELLAIRE, TX | CRD 285490 |
| 10ELMS LLP → | RIA / FO | $121M | TULSA, OK | CRD 323398 |
| QUANTUM LEAP CAPITAL, LLC → | RIA / FO | $121M | SOUTH BURLINGTON, VT | CRD 165310 |
| LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY → | RIA / FO | $121M | – | CRD 277030 |
| IRONHORSE CAPITAL LLC → | RIA / FO | $121M | NASHVILLE, TN | CRD 148572 |
| TWEET MANAGEMENT SERVICES, INC. → | RIA / FO | $121M | LA MESA, CA | CRD 156730 |
| TROTT BROOK FINANCIAL → | RIA / FO | $120M | ANOKA, MN | CRD 290962 |
| ADVANCED PLANNING ADVISORS GROUP INC. → | RIA / FO | $120M | NAPERVILLE, IL | CRD 313101 |
| FULLERTON ADVISORS, LLC → | RIA / FO | $120M | DANVILLE, CA | CRD 148880 |
| TRINITY NECHES → | RIA / FO | $120M | – | CRD 282631 |
| DACHTLER WEALTH ADVISORS, LLC → | RIA / FO | $120M | FOLSOM, CA | CRD 335863 |
| GOLDBERG FINANCIAL ADVISORS, LLC → | RIA / FO | $120M | EL SEGUNDO, CA | CRD 158147 |
| STONEFIELD INVESTMENT ADVISORY, INC. → | RIA / FO | $120M | CEDAR RAPIDS, IA | CRD 113802 |
| WESTERN RESERVE CAPITAL MANAGEMENT, LLC → | RIA / FO | $120M | HUDSON, OH | CRD 329811 |
| WEBER CAPITAL MANAGEMENT LLC → | RIA / FO | $120M | – | CRD 109624 |
| DAVIVIENDA ADVISORS → | RIA / FO | $120M | MIAMI, FL | CRD 319755 |
| AMERICAN WEALTH ADVISORS, LLC → | RIA / FO | $120M | JOHNS CREEK, GA | CRD 145791 |
| MILE WEALTH MANAGEMENT → | RIA / FO | $120M | IRVINE, CA | CRD 288519 |
| ABENS FINANCIAL SERVICES INC → | RIA / FO | $120M | EDINA, MN | CRD 106604 |
| HINSDALE ASSOCIATES → | RIA / FO | $120M | HINSDALE, IL | CRD 108293 |
| SASSER INVESTMENT MANAGEMENT, INC. → | RIA / FO | $120M | BERKELEY, CA | CRD 110886 |
| SUMMIT WEALTH MANAGEMENT LLC → | RIA / FO | $120M | AKRON, OH | CRD 226722 |
| MARATHON PARTNERS EQUITY MANAGEMENT, LLC → | RIA / FO | $120M | NEW YORK, NY | CRD 161095 |
| NEWPORT ASIA LLC → | RIA / FO | $120M | SAN FRANCISCO, CA | CRD 118682 |
| GLASGOW PARTNERS, LLC → | RIA / FO | $120M | – | CRD 139607 |
| K2 WEALTH MANAGEMENT LLC → | RIA / FO | $120M | CHICAGO, IL | CRD 332264 |
| SENECA CAPITAL MANAGEMENT, LLC → | RIA / FO | $120M | DENVER, CO | CRD 288206 |
| GOLDMAN WEALTH MANAGEMENT → | RIA / FO | $120M | SAN DIEGO, CA | CRD 290153 |
| OPTIMAL CAPITAL ADVISORS, LLC → | RIA / FO | $120M | TRAVERSE CITY, MI | CRD 144719 |
| MTR FINANCIAL SERVICES, LLC → | RIA / FO | $120M | KINGWOOD, TX | CRD 149078 |
| BRICKELL KEY ASSET MANAGEMENT LIMITED → | RIA / FO | $120M | ST. PETER PORT | CRD 170675 |
| BRICKELL KEY ASSET MANAGEMENT LLC → | RIA / FO | $120M | CHARLESTON, SC | CRD 295209 |
| ALTMAN INVESTMENT MANAGEMENT LLC → | RIA / FO | $120M | PRINCETON, NJ | CRD 113832 |
| DCA FAMILY OFFICE, LLC → | RIA / FO | $120M | ROSEVILLE, CA | CRD 322047 |
| LONE STAR INVESTMENT ADVISORS, LLC → | RIA / FO | $120M | DALLAS, TX | CRD 158283 |
| FAIR ASSET MANAGEMENT, LLC → | RIA / FO | $120M | – | CRD 334853 |
| SOLID POINT WEALTH ADVISORS, LLC → | RIA / FO | $120M | – | CRD 323093 |
| 1650 WEALTH MANAGEMENT, LLC → | RIA / FO | $120M | LIGHTHOUSE POINT, FL | CRD 152985 |
| COPPERWOOD FINANCIAL → | RIA / FO | $120M | BURR RIDGE, IL | CRD 310859 |
| MONEY MANAGEMENT CONCEPTS INC. → | RIA / FO | $120M | MELBOURNE, FL | CRD 111485 |
| BLACK CAPITAL MANAGEMENT, LLC → | RIA / FO | $120M | – | CRD 105622 |
| HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC → | RIA / FO | $120M | CARY, NC | CRD 323171 |
| SENTARA CAPITAL → | RIA / FO | $120M | MARIETTA, GA | CRD 161132 |
| COX & COOK WEALTH ADVISORS → | RIA / FO | $120M | DUBLIN, OH | CRD 173691 |
| TRIAD INVESTMENT MANAGEMENT, LLC → | RIA / FO | $120M | NEWPORT BEACH, CA | CRD 146786 |
| CHESTNUT STREET INVESTMENT COUNSEL, LLC → | RIA / FO | $120M | LANCASTER, PA | CRD 309741 |
| ABACUS CAPITAL ADVISORS → | RIA / FO | $120M | PLANTATION, FL | CRD 309295 |
| YUNISTONE INVESTMENT GROUP, LLC → | RIA / FO | $120M | CHICAGO, IL | CRD 149728 |
| STOIC POINT CAPITAL MANAGEMENT LLC → | RIA / FO | $119M | PALO ALTO, CA | CRD 297766 |
| BOULEVARD → | RIA / FO | $119M | BLOOMINGTON, MN | CRD 164423 |
| INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC → | RIA / FO | $119M | – | CRD 286151 |
| VIRTUS FINANCIAL GROUP → | RIA / FO | $119M | OLIVETTE, MO | CRD 317832 |
| VALEO VENTURES → | RIA / FO | $119M | – | CRD 334181 |
| ENSPIRE WEALTH MANAGEMENT, LLC → | RIA / FO | $119M | SANTA ROSA, CA | CRD 325723 |
| MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. → | RIA / FO | $119M | WESTMONT, IL | CRD 107420 |
| CMC FINANCIAL GROUP, LLC → | RIA / FO | $119M | ATLANTA, GA | CRD 292413 |
| CSP FINANCIAL GROUP LLC → | RIA / FO | $119M | SCOTTSDALE, AZ | CRD 310819 |
| WALNUT LEVEL CAPITAL LLC → | RIA / FO | $119M | DENVER, CO | CRD 307942 |
| RHEECO, INC. → | RIA / FO | $119M | NATICK, MA | CRD 301106 |
| EXCEED ADVISORY LLC → | RIA / FO | $119M | NEW YORK, NY | CRD 170403 |
| AVANTIA INVESTMENT SERVICES, LLC → | RIA / FO | $119M | SEATTLE, WA | CRD 307869 |
| CAROLINA STRATEGY, LLC → | RIA / FO | $119M | – | CRD 324629 |