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 14701–14800 (page 148 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SOLYCO WEALTH LLC → | RIA / FO | $116M | BIRMINGHAM, MI | CRD 314981 |
| SALVINI FINANCIAL PLANNING → | RIA / FO | $116M | – | CRD 138087 |
| SANTA FE ADVISORS LLC → | RIA / FO | $116M | SANTA FE, NM | CRD 170872 |
| ORCHARD CITY WEALTH MANAGEMENT, LLC → | RIA / FO | $116M | LOS GATOS, CA | CRD 292274 |
| SERONE CAPITAL MANAGEMENT LLC → | RIA / FO | $116M | NEW YORK, NY | CRD 338114 |
| RYZOME INVESTMENT ADVISORS → | RIA / FO | $116M | OKEMOS, MI | CRD 170762 |
| SACAJAWEA & COMPANY, LLC → | RIA / FO | $116M | – | CRD 109604 |
| MPM ADVISORS GROUP LLC → | RIA / FO | $116M | LIVERPOOL, NY | CRD 335595 |
| NPM CONSULTING, LLC → | RIA / FO | $116M | – | CRD 163237 |
| PATHWAY WEALTH MANAGEMENT, LLC → | RIA / FO | $116M | DALLAS, TX | CRD 283774 |
| PRIVATE COUNSEL GROUP, LTD. → | RIA / FO | $116M | INDIANAPOLIS, IN | CRD 300083 |
| BENSON WEALTH MANAGEMENT, INC. → | RIA / FO | $116M | – | CRD 318898 |
| GLOBAL ENVIRONMENT FUND → | RIA / FO | $116M | BETHESDA, MD | CRD 107208 |
| MODERN FINANCIAL PLANNING → | RIA / FO | $116M | GEORGETOWN, TX | CRD 297193 |
| FINHABITS ADVISORS, LLC → | RIA / FO | $116M | NEW YORK, NY | CRD 210522 |
| PARAGON ASSET MANAGEMENT INC. → | RIA / FO | $116M | ORINDA, CA | CRD 107863 |
| PORTFOLIO ADVISORY GROUP, INC. → | RIA / FO | $116M | ALEXANDRIA, VA | CRD 116011 |
| MANRKE WEALTH → | RIA / FO | $116M | TORONTO, ONTARIO | CRD 333697 |
| MCCORMACK FINANCIAL PLANNING INC. → | RIA / FO | $116M | ATLANTA, GA | CRD 136857 |
| CAMBRIA WEALTH MANAGEMENT → | RIA / FO | $116M | SARASOTA, FL | CRD 335458 |
| ALPINE WEALTH ADVISORS, LLC → | RIA / FO | $116M | DENVER, CO | CRD 105433 |
| THIRD GEAR CAPITAL MANAGEMENT LP → | RIA / FO | $116M | HOUSTON, TX | CRD 327316 |
| RISK PARADIGM GROUP, LLC → | RIA / FO | $116M | BURLINGTON, MA | CRD 155870 |
| PROFESSIONAL FINANCIAL MANAGEMENT, INC. → | RIA / FO | $116M | APPLETON, WI | CRD 154016 |
| NEW VERNON INVESTMENT MANAGEMENT LLC → | RIA / FO | $116M | HIGHLAND PARK, IL | CRD 160247 |
| PALANTE WEALTH ADVISORS, LLC → | RIA / FO | $116M | PENNINGTON, NJ | CRD 175298 |
| KB FINANCIAL ADVISORS LLC → | RIA / FO | $115M | SAN FRANCISCO, CA | CRD 134374 |
| BEYOND YOUR HAMMOCK LLC → | RIA / FO | $115M | BOSTON, MA | CRD 168738 |
| ZENITH ADVISORY GROUP, LLC → | RIA / FO | $115M | THE VILLAGES, FL | CRD 321689 |
| 1818 PRIVATE CLIENT GROUP, LLC → | RIA / FO | $115M | AVENTURA, FL | CRD 304110 |
| WEALTH COMPASS FINANCIAL, INC. → | RIA / FO | $115M | CARLSBAD, CA | CRD 290139 |
| RIDGELINE PRODUCTIONS LLC → | RIA / FO | $115M | NEW YORK, NY | CRD 315118 |
| KUTZ AND COMPANY INC. → | RIA / FO | $115M | GREAT NECK, NY | CRD 124722 |
| PARIAX PRIVATE WEALTH MANAGEMENT → | RIA / FO | $115M | NEWPORT BEACH, CA | CRD 301474 |
| LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC → | RIA / FO | $115M | MADISON, WI | CRD 281302 |
| PASSPORT WEALTH MANAGEMENT → | RIA / FO | $115M | CORNELIUS, NC | CRD 297449 |
| REVOLUTION PARTNERS, LLC → | RIA / FO | $115M | – | CRD 170310 |
| UYANA PARTNERS LLC → | RIA / FO | $115M | MIAMI, FL | CRD 300280 |
| NATWEALTH MANAGEMENT → | RIA / FO | $115M | MONTREAL | CRD 310098 |
| STRATFI → | RIA / FO | $115M | WILMINGTON, DE | CRD 164744 |
| LIGHTEDWAY ADVISORY SERVICES, INC. → | RIA / FO | $115M | HARRISON, NY | CRD 312712 |
| FORTIFY WEALTH, INC. → | RIA / FO | $115M | ST. LOUIS, MO | CRD 297433 |
| GRITSTONE ASSET MANAGEMENT LLC → | RIA / FO | $115M | BETHESDA, MD | CRD 298500 |
| SCHULZ FINANCIAL GROUP → | RIA / FO | $115M | TUCSON, AZ | CRD 339660 |
| CAPSTONE WEALTH PARTNERS → | RIA / FO | $115M | DUBLIN, OH | CRD 152524 |
| METIS WEALTH MANAGEMENT & PLANNING LLC → | RIA / FO | $115M | BLUFFTON, SC | CRD 305086 |
| FUTURA ASSET ADVISORS LLC → | RIA / FO | $115M | CORAL GABLES, FL | CRD 136285 |
| SOUTH BAY FINANCIAL PARTNERS → | RIA / FO | $115M | TORRANCE, CA | CRD 175015 |
| NORTHWEST ADMINISTRATORS INC → | RIA / FO | $115M | SEATTLE, WA | CRD 106544 |
| THE COPIA GROUP → | RIA / FO | $115M | CHICAGO, IL | CRD 327954 |
| HATTERAS INVESTMENT PARTNERS, LP → | RIA / FO | $115M | RALEIGH, NC | CRD 170628 |
| POPE ASSET MANAGEMENT, LLC → | RIA / FO | $115M | MEMPHIS, TN | CRD 113584 |
| BRANZAN INVESTMENT ADVISORS, INC. → | RIA / FO | $115M | LITTLETON, CO | CRD 120783 |
| ALPHA ONE ASSET MANAGEMENT LLC → | RIA / FO | $115M | PASADENA, CA | CRD 338725 |
| HIGHBAR PARTNERS → | RIA / FO | $115M | MENLO PARK, CA | CRD 166244 |
| AJAX CAPITAL LLC → | RIA / FO | $115M | – | CRD 298032 |
| ALPINE HILL ADVISORS LLC → | RIA / FO | $115M | WESTPORT, CT | CRD 325412 |
| OAR FINANCIAL → | RIA / FO | $115M | BRYN MAWR, PA | CRD 158989 |
| 1102 PARTNERS, LLC → | RIA / FO | $114M | – | CRD 313536 |
| ENGLESON & ASSOCIATES → | RIA / FO | $114M | ROCHESTER, NY | CRD 126349 |
| ABRI LLC → | RIA / FO | $114M | LEXINGTON, KY | CRD 314832 |
| QUEEN CITY CAPITAL MANAGEMENT, LLC → | RIA / FO | $114M | CINCINNATI, OH | CRD 162785 |
| RIOBLANCO CAPITAL LLC → | RIA / FO | $114M | SAN JUAN, PR | CRD 325702 |
| POTOMAC ASSET MANAGEMENT CO INC → | RIA / FO | $114M | FREDERICK, MD | CRD 105730 |
| SERA CAPITAL MANAGEMENT, LLC → | RIA / FO | $114M | ANNAPOLIS, MD | CRD 120896 |
| DARDANELLES CAPITAL LP → | RIA / FO | $114M | BOSTON, MA | CRD 323067 |
| GOODSTEIN WEALTH MANAGEMENT LLC → | RIA / FO | $114M | ENCINO, CA | CRD 282910 |
| RYAN POAGE & CO. → | RIA / FO | $114M | KANSAS CITY, MO | CRD 157432 |
| BRIDGEVIEW CAPITAL ADVISORS, INC. → | RIA / FO | $114M | EL DORADO HILLS, CA | CRD 6290 |
| RICHARD G. SLATER → | RIA / FO | $114M | – | CRD 112239 |
| SKLOFF FINANCIAL GROUP → | RIA / FO | $114M | – | CRD 139475 |
| ALPHA FIDUCIARY → | RIA / FO | $114M | SCOTTSDALE, AZ | CRD 144720 |
| ATWOB → | RIA / FO | $114M | KATONAH, NY | CRD 172961 |
| FINANCIAL PLANNING FIRST, LLC → | RIA / FO | $114M | TUSCON, AZ | CRD 319273 |
| COORDINATED WEALTH MANAGEMENT, L.L.C. → | RIA / FO | $114M | HENDERSONVILLE, TN | CRD 141348 |
| FINAMEX ASSET MANAGEMENT, LLC → | RIA / FO | $114M | HOUSTON, TX | CRD 304260 |
| WEBSTER STREET INVESTMENT ADVISORS LLC → | RIA / FO | $114M | – | CRD 298027 |
| BURNE FINANCIAL CONCEPTS, LLC → | RIA / FO | $114M | WATERTOWN, CT | CRD 293013 |
| PLEASANTDALE WEALTH MANAGEMENT, LLC → | RIA / FO | $114M | – | CRD 302034 |
| TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC → | RIA / FO | $114M | – | CRD 153092 |
| ARX PRIVATE WEALTH → | RIA / FO | $114M | LANCASTER, PA | CRD 338631 |
| BROADWEALTH LLC → | RIA / FO | $114M | – | CRD 304356 |
| SIGNAL RIDGE CAPITAL PARTNERS, LLC → | RIA / FO | $114M | FRAMINGHAM, MA | CRD 167576 |
| CW SECURITIES, LLC → | RIA / FO | $113M | KNOXVILLE, TN | CRD 124496 |
| EXPAND FINANCIAL GROUP, LLC → | RIA / FO | $113M | – | CRD 293160 |
| BLUE JAY FINANCIAL GROUP, LLC → | RIA / FO | $113M | DEFIANCE, OH | CRD 296467 |
| HFG ADVISORS, INC. → | RIA / FO | $113M | KENNEWICK, WA | CRD 316446 |
| FINANCIAL DESIGN GROUP, LLC → | RIA / FO | $113M | LAVISTA, NE | CRD 316103 |
| COMPASS PRIVATE WEALTH GROUP LLC → | RIA / FO | $113M | SHORT HILLS, NJ | CRD 316785 |
| MODERNIST FINANCIAL, LLC → | RIA / FO | $113M | PORTLAND, OR | CRD 217511 |
| SPARROW CAPITAL MANAGEMENT INC → | RIA / FO | $113M | ST. LOUIS, MO | CRD 106616 |
| HULSEY CAPITAL MANAGEMENT, INC. → | RIA / FO | $113M | HEBER SPRINGS, AR | CRD 116183 |
| WEALTH-BUILDERS, INC. → | RIA / FO | $113M | – | CRD 116987 |
| VELTRIA ADVISORS CORP. → | RIA / FO | $113M | MIAMI, FL | CRD 189514 |
| MK3 WEALTH LLC → | RIA / FO | $113M | CHERRY HILL, NJ | CRD 305760 |
| CHAPPELWOOD FINANCIAL SERVICES → | RIA / FO | $113M | EDMOND, OK | CRD 134318 |
| BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT → | RIA / FO | $113M | PASADENA, CA | CRD 283871 |
| WISDOM PLANNING GROUP → | RIA / FO | $113M | ORLANDO, FL | CRD 305721 |
| FORM PROSPERITY WEALTH ADVISORS, LLC → | RIA / FO | $113M | CHANDLER, AZ | CRD 307792 |
| MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC → | RIA / FO | $113M | MARYSVILLE, OH | CRD 328478 |