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.
36,242 matches · showing 14801–14900 (page 149 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MUNICIPAL ASSET MANAGEMENT INC → | RIA / FO | $113M | RYE BROOK, NY | CRD 108320 |
| INFINITE GIVING ADVISORY SERVICES, INC. → | RIA / FO | $113M | ATLANTA, GA | CRD 315935 |
| MOSAIC FI LLC → | RIA / FO | $113M | LINCOLNSHIRE, IL | CRD 169670 |
| FRA WEALTH MANAGEMENT LLC → | RIA / FO | $113M | O'FALLON, IL | CRD 284020 |
| ALPHA PLANNING AND FINANCIAL SERVICES, INC. → | RIA / FO | $113M | SOLON, OH | CRD 130842 |
| COBURN BARRETT, LLC → | RIA / FO | $113M | SAN FRANCISCO, CA | CRD 166464 |
| 33 CAPITAL MANAGEMENT LLC → | RIA / FO | $113M | GREENWICH, CT | CRD 326780 |
| GASSMAN FINANCIAL LLC → | RIA / FO | $113M | SALEM, NH | CRD 317204 |
| GENESIS INVESTMENTS → | RIA / FO | $113M | OOLTEWAH, TN | CRD 310878 |
| SOARING INVESTMENT MANAGEMENT, LLC → | RIA / FO | $113M | PORTLAND, OR | CRD 305273 |
| FORTITUDE WEALTH MANAGEMENT → | RIA / FO | $113M | MURFREESBORO, TN | CRD 159192 |
| EVERGREEN WEALTH ADVISORS → | RIA / FO | $112M | RALEIGH, NC | CRD 326535 |
| ABBONDANDOLO WEALTH MANAGEMENT CORP → | RIA / FO | $112M | GLEN COVE, NY | CRD 168081 |
| COGENT INDEPENDENT ADVISORS, INC. → | RIA / FO | $112M | – | CRD 161659 |
| ONTRACK WEALTH MANAGEMENT → | RIA / FO | $112M | CANTON, MI | CRD 311374 |
| ARIA WEALTH PARTNERS → | RIA / FO | $112M | CHARLOTTESVILLE, VA | CRD 334270 |
| SAN FRANCISCO WEALTH PLANNING LLC → | RIA / FO | $112M | – | CRD 296438 |
| KDM WEALTH MANAGEMENT INC. → | RIA / FO | $112M | GENEVA, IL | CRD 152002 |
| SUPERIOR FINANCIAL, LLC → | RIA / FO | $112M | ROCHESTER, MN | CRD 148326 |
| INKWELL CAPITAL → | RIA / FO | $112M | – | CRD 155907 |
| ARAGON FAMILY OFFICE LLC → | RIA / FO | $112M | HOMEWOOD, AL | CRD 337597 |
| PALADIN REALTY PARTNERS, LLC → | RIA / FO | $112M | – | CRD 158258 |
| YAHARA WEALTH MANAGEMENT LLC → | RIA / FO | $112M | MADISON, WI | CRD 168325 |
| LEEB CAPITAL MANAGEMENT, INC. → | RIA / FO | $112M | NEW YORK, NY | CRD 104793 |
| RIGHTOAK ASSET MANAGEMENT, LLC → | RIA / FO | $112M | – | CRD 337832 |
| BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC → | RIA / FO | $112M | PROVIDENCE, RI | CRD 330189 |
| COMPASS RETIREMENT GROUP LLC → | RIA / FO | $112M | ST. LOUIS, MO | CRD 282420 |
| CALEO CAPITAL N.A. LLC → | RIA / FO | $112M | PONTE VEDRA, FL | CRD 308542 |
| ORCHARD CAPITAL MANAGEMENT, LLC → | RIA / FO | $112M | CHICAGO, IL | CRD 269957 |
| PRINCETON INVESTMENT MANAGEMENT COMPANY → | RIA / FO | $112M | – | CRD 105891 |
| SULLIVAN INVESTMENT MANAGEMENT LLC → | RIA / FO | $112M | WISCONSIN RAPIDS, WI | CRD 289217 |
| TAM CAPITAL MANAGEMENT INC → | RIA / FO | $112M | – | CRD 155271 |
| SYMPHONY WEALTH MANAGEMENT → | RIA / FO | $112M | – | CRD 283794 |
| SETARCOS WEALTH ADVISORS LLC → | RIA / FO | $112M | PHILADELPHIA, PA | CRD 157930 |
| PMD ADVISORY → | RIA / FO | $112M | HOOVER, AL | CRD 159443 |
| POWERS INVESTMENT ADVISORY CORPORATION → | RIA / FO | $112M | – | CRD 110401 |
| WEALTHFRONT STRATEGIES LLC → | RIA / FO | $112M | PALO ALTO, CA | CRD 289148 |
| VALLEY WEALTH MANAGEMENT → | RIA / FO | $112M | OSHKOSH, WI | CRD 327845 |
| PRECEDENT FINANCIAL STRATEGIES → | RIA / FO | $111M | INDIANAPOLIS, IN | CRD 169100 |
| DW INVESTMENT SOLUTIONS, INC. → | RIA / FO | $111M | – | CRD 150471 |
| GOI → | RIA / FO | $111M | MIAMI, FL | CRD 319494 |
| FINANCIAL MOUNTAIN INC → | RIA / FO | $111M | BOULDER, CO | CRD 108489 |
| THE QUICK GROUP LLC → | RIA / FO | $111M | NEW YORK, NY | CRD 334472 |
| BELLEAIR WEALTH MANAGEMENT, LLC → | RIA / FO | $111M | BELLEAIR BLUFFS, FL | CRD 131666 |
| SPIRIT WEST ADVISORS, LLC → | RIA / FO | $111M | SCOTTSDALE, AZ | CRD 285314 |
| INTEGRITY WEALTH MANAGEMENT, LLC → | RIA / FO | $111M | – | CRD 130422 |
| BONDURANT INVESTMENT ADVISORY, LLC → | RIA / FO | $111M | EVANSTON, IL | CRD 297290 |
| HARBOR LIGHT PLANNING → | RIA / FO | $111M | – | CRD 129022 |
| EVANS WEALTH MANAGEMENT → | RIA / FO | $111M | DULUTH, GA | CRD 151640 |
| FORWARD WEALTH → | RIA / FO | $111M | LONE TREE, CO | CRD 339154 |
| LEVENSON WEALTH LLC → | RIA / FO | $111M | – | CRD 288726 |
| SUMMIT PLANNING GROUP, INC. → | RIA / FO | $111M | E. SYRACUSE, NY | CRD 125994 |
| DUMONT GLOBAL LP → | RIA / FO | $111M | NEW YORK, NY | CRD 305883 |
| SEACREST INVESTMENT MANAGEMENT, LLC → | RIA / FO | $111M | PURCHASE, NY | CRD 143670 |
| KALTBAUM CAPITAL MANAGEMENT → | RIA / FO | $111M | – | CRD 123991 |
| FOX FINANCIAL SERVICES, INC. → | RIA / FO | $111M | WHITE PLAINS, NY | CRD 112506 |
| APRICITY FINANCIAL, LLC → | RIA / FO | $111M | – | CRD 330201 |
| PACIFIC EXCEL WEALTH ADVISORS, INC. → | RIA / FO | $111M | WALNUT CREEK, CA | CRD 172356 |
| TENGRAM CAPITAL PARTNERS → | RIA / FO | $111M | WESTPORT, CT | CRD 166930 |
| PROSPERO WEALTH, LLC → | RIA / FO | $111M | – | CRD 289966 |
| WINDWARD MANAGEMENT LP → | RIA / FO | $111M | MIAMI BEACH, FL | CRD 316224 |
| COMPASS INVESTMENT ADVISERS, LLC → | RIA / FO | $111M | PORTLAND, OR | CRD 131933 |
| WEALTH FOUNDATIONS PARTNERS, LLC → | RIA / FO | $111M | SALT LAKE CITY, UT | CRD 330999 |
| FARRCREST CAPITAL LLC → | RIA / FO | $111M | – | CRD 340912 |
| SUCCESS WEALTH MANAGEMENT LLC → | RIA / FO | $110M | WEXFORD, PA | CRD 299094 |
| REH WEALTH ADVISORS LLC → | RIA / FO | $110M | RALEIGH, NC | CRD 153826 |
| WHITE OAK WEALTH PARTNERS → | RIA / FO | $110M | RALEIGH, NC | CRD 317324 |
| MUSSETT WEALTH MANAGEMENT, LLC → | RIA / FO | $110M | RENSSELAER, NY | CRD 158463 |
| ONE OAK → | RIA / FO | $110M | – | CRD 334282 |
| QUINT INVESTMENTS AND INSURANCE → | RIA / FO | $110M | WAPPINGERS FALLS, NY | CRD 168463 |
| ARMOUR WEALTH ADVISORS, LLC → | RIA / FO | $110M | TUMWATER, WA | CRD 306171 |
| GENEROUSWEALTH, LLC → | RIA / FO | $110M | SUMMERVILLE, SC | CRD 308263 |
| WOLFSTONE WEALTH → | RIA / FO | $110M | – | CRD 319230 |
| CHARLES RIVER WEALTH MANAGEMENT, LLC → | RIA / FO | $110M | BURLINGTON, MA | CRD 288017 |
| AIGEN INVESTMENT MANAGEMENT, LP → | RIA / FO | $110M | NEW YORK CITY, NY | CRD 297391 |
| RJJ PASADENA SECURITIES, INC. → | RIA / FO | $110M | HENDERSON, NV | CRD 8425 |
| CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC → | RIA / FO | $110M | GARDEN CITY, NY | CRD 115122 |
| VISIONX WEALTH PARTNERS → | RIA / FO | $110M | FORT DODGE, IA | CRD 333559 |
| MUIRFIELD CAPITAL GLOBAL ADVISORS LLC → | RIA / FO | $110M | PALM BEACH, FL | CRD 287547 |
| CFG WEALTH MANAGEMENT SERVICES INC → | RIA / FO | $110M | INDIANAPOLIS, IN | CRD 108351 |
| PACIFIC FINANCIAL ADVISORS → | RIA / FO | $110M | BELLEVUE, WA | CRD 154160 |
| BW ASSET MANAGEMENT LTD → | RIA / FO | $110M | GEORGE TOWN | CRD 300503 |
| SERVATUS CAPITAL → | RIA / FO | $110M | NAPLES, FL | CRD 311428 |
| HAMPEL INVESTMENT ADVISORS → | RIA / FO | $110M | – | CRD 300246 |
| POPLAR POINT CAPITAL MANAGEMENT LLC → | RIA / FO | $110M | BURLINGAME, CA | CRD 165411 |
| BENTHAM WEALTH ADVISORS → | RIA / FO | $110M | WILLIAMSVILLE, NY | CRD 332035 |
| MEADOWBROOK WEALTH MANAGEMENT, LLC → | RIA / FO | $110M | GARDEN CITY, NY | CRD 110508 |
| LOCKERMAN FINANCIAL GROUP, INC → | RIA / FO | $110M | NEWPORT BEACH, CA | CRD 316860 |
| SHIRAISHI FINANCIAL GROUP ADVISORS → | RIA / FO | $110M | HONOLULU, HI | CRD 168645 |
| INVESTABLE WEALTH, LLC → | RIA / FO | $110M | – | CRD 166721 |
| TABER ASSET MANAGEMENT L.L.C. → | RIA / FO | $110M | – | CRD 115849 |
| O.F.O. PARTNERS, LLC → | RIA / FO | $110M | HINGHAM, MA | CRD 297424 |
| HUNT WEALTH MANAGEMENT → | RIA / FO | $110M | CONCORD, CA | CRD 288892 |
| PEAKSHARES LLC → | RIA / FO | $110M | TAMPA, FL | CRD 329193 |
| PRIVATE CLIENT ADVISOR GROUP, LLC → | RIA / FO | $110M | PALM CITY, FL | CRD 330038 |
| WERLEMANN WEALTH MANAGEMENT → | RIA / FO | $110M | NEWPORT BEACH, CA | CRD 317777 |
| TENBRIDGE PARTNERS LLC → | RIA / FO | $110M | PORTLAND, OR | CRD 159378 |
| OLDFIELD WEALTH PARTNERS → | RIA / FO | $110M | BANGOR, ME | CRD 332765 |
| MAINLINE INVESTMENT ADVISERS, LLC → | RIA / FO | $110M | WYNNEWOOD, PA | CRD 159045 |
| MD WEALTH MANAGEMENT, LLC → | RIA / FO | $110M | CHELSEA, MI | CRD 297823 |