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 14901–15000 (page 150 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| RENAISSANCE WEALTH ADVISORS, LLC → | RIA / FO | $110M | NEWTON, MA | CRD 300007 |
| SONIC GP LLC → | RIA / FO | $110M | HONOLULU, HI | CRD 322801 |
| PARK SHORE PARTNERS LLC → | RIA / FO | $110M | ERIE, PA | CRD 145265 |
| GILBERT FINANCIAL, LLC → | RIA / FO | $110M | – | CRD 130337 |
| QUABBIN ADVISORS → | RIA / FO | $110M | AMHERST, MA | CRD 160019 |
| JAKE CARRIS FINANCIAL PLANNING → | RIA / FO | $110M | ORLANDO, FL | CRD 290061 |
| OXFORD WEALTH MANAGEMENT → | RIA / FO | $110M | LINDON, UT | CRD 332725 |
| VERAZ ADVISORS → | RIA / FO | $110M | SAN RAMON, CA | CRD 304619 |
| PRIVATE ASSET MANAGEMENT INC → | RIA / FO | $109M | KIRKLAND, WA | CRD 108815 |
| INTERNATIONAL MANAGEMENT ADVISORS LTD. → | RIA / FO | $109M | – | CRD 140361 |
| CAPSTONE WEALTH MANAGEMENT CORP. → | RIA / FO | $109M | LAKELAND, FL | CRD 165359 |
| SIGNIA CAPITAL MANAGEMENT → | RIA / FO | $109M | SPOKANE, WA | CRD 121505 |
| SIZEMORE CAPITAL MANAGEMENT, LLC → | RIA / FO | $109M | SAN ISIDRO | CRD 146961 |
| WEALTHSHAPE LLC → | RIA / FO | $109M | WINDSOR, CT | CRD 226733 |
| PEAK FINANCIAL MANAGEMENT, INC. → | RIA / FO | $109M | BROOMFIELD, CO | CRD 281223 |
| ALPHA FINANCIAL MANAGEMENT, INC. → | RIA / FO | $109M | SAVANNAH, GA | CRD 125800 |
| AFTON ADVISORS, LLC → | RIA / FO | $109M | – | CRD 300884 |
| INGRAM ADVISORY SERVICES, LLC → | RIA / FO | $109M | WINTER HAVEN, FL | CRD 123508 |
| GARDEN STATE RETIREMENT SPECIALISTS, LLC → | RIA / FO | $109M | RED BANK, NJ | CRD 128414 |
| FAIRLIGHT ADVISORS → | RIA / FO | $109M | SAN FRANCISCO, CA | CRD 305352 |
| ASPIRE ADVISORS, LLC → | RIA / FO | $109M | NORTH WHITE PLAINS, NY | CRD 150652 |
| NK CAPITAL LLC → | RIA / FO | $109M | – | CRD 318615 |
| ARCH PARTNERS WEALTH MANAGEMENT, INC. → | RIA / FO | $109M | WATKINSVILLE, GA | CRD 123735 |
| RLJ EQUITY PARTNERS, LLC → | RIA / FO | $109M | BETHESDA, MD | CRD 162006 |
| LYONS WEALTH MANAGEMENT → | RIA / FO | $109M | WINTER PARK, FL | CRD 150581 |
| PARTNERS CAPITAL SERVICES, INC. → | RIA / FO | $109M | HAUPPAUGE, NY | CRD 127621 |
| SKYPOINT CAPITAL ADVISORS, LLC → | RIA / FO | $109M | ATLANTA, GA | CRD 314979 |
| FINISH WELL RIA LLC → | RIA / FO | $109M | COLUMBUS, OH | CRD 321957 |
| A BETTER WAY FINANCIAL, LLC → | RIA / FO | $109M | ALLENTOWN, PA | CRD 304914 |
| PAVLIC INVESTMENT ADVISORS, INC. → | RIA / FO | $109M | DELAFIELD, WI | CRD 111246 |
| TOAMS FINANCIAL → | RIA / FO | $109M | JACKSONVILLE, FL | CRD 300043 |
| CAPITAL ENDURANCE GROUP, INC → | RIA / FO | $109M | ALPHARETTA, GA | CRD 284793 |
| ISLET MANAGEMENT, LP → | RIA / FO | $109M | NEW YORK, NY | CRD 290576 |
| BLUE GRANITE CAPITAL, LLC → | RIA / FO | $109M | CHARLESTON, SC | CRD 125607 |
| HFG ADVISORS → | RIA / FO | $109M | GREENWOOD VILLAGE, CO | CRD 113511 |
| A. J. PERRY & CO. → | RIA / FO | $109M | TOWSON, MD | CRD 107041 |
| NORTHBROOK FINANCIAL → | RIA / FO | $109M | BALTIMORE, MD | CRD 309060 |
| FIVE MILE RIVER INVESTMENT MANAGEMENT, LLC → | RIA / FO | $109M | – | CRD 125964 |
| ROOTED FINANCIAL GROUP, LLC → | RIA / FO | $109M | TIGARD, OR | CRD 335302 |
| SAFE HARBOR RETIREMENT PLANNERS → | RIA / FO | $109M | – | CRD 110803 |
| GRACE CAPITAL MANAGEMENT, LLC → | RIA / FO | $109M | AUSTIN, TX | CRD 150054 |
| AII CAPITAL MANAGEMENT, LLC → | RIA / FO | $109M | MOORPARK, CA | CRD 299674 |
| TEN PEAKS PARTNERS L.L.C. → | RIA / FO | $109M | CLAYTON, MO | CRD 169364 |
| FINANCES FOR REAL LIFE → | RIA / FO | $109M | LOMPOC, CA | CRD 324090 |
| DOUBLE EAGLE WEALTH MANAGEMENT LLC → | RIA / FO | $109M | DALLAS, TX | CRD 330398 |
| PRIVACORE → | RIA / FO | $109M | NEW YORK, NY | CRD 330893 |
| L&S PRIVATE WEALTH, LLC → | RIA / FO | $109M | OKLAHOMA CITY, OK | CRD 339946 |
| JRP CAPITAL CORP → | RIA / FO | $109M | DUBLIN, OH | CRD 106285 |
| GREENBROOK MANAGEMENT, LLC → | RIA / FO | $108M | NEW YORK, NY | CRD 313632 |
| TRIPLE SUMMIT ADVISORS, LLC → | RIA / FO | $108M | – | CRD 282764 |
| MONTELLO WEALTH MANAGEMENT, INC. → | RIA / FO | $108M | PALM BEACH GARDENS, FL | CRD 151058 |
| STANDARD PARTNERS LLC → | RIA / FO | $108M | BETHESDA, MD | CRD 167956 |
| SCHNALL ADVISORY SERVICES, INC → | RIA / FO | $108M | – | CRD 106339 |
| PEAPOD LANE CAPITAL LLC → | RIA / FO | $108M | BEDFORD HILLS, NY | CRD 159963 |
| PANTELES ADVISORS → | RIA / FO | $108M | ARGYLE, TX | CRD 322676 |
| FEDERMANN FINANCIAL ADVISORS INC. → | RIA / FO | $108M | ROCKY POINT, NY | CRD 129975 |
| NEWMAN LADD CAPITAL ADVISORS, LLC. → | RIA / FO | $108M | CAMILLUS, NY | CRD 129860 |
| LAIDLAW WEALTH MANAGEMENT LLC → | RIA / FO | $108M | NEW YORK, NY | CRD 150040 |
| SCHLOSSER FINANCIAL SERVICES, INC. → | RIA / FO | $108M | – | CRD 128809 |
| SRN ADVISORS, LLC → | RIA / FO | $108M | HUNTINGDON VALLEY, PA | CRD 307155 |
| CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC → | RIA / FO | $108M | FAIR HAVEN, NJ | CRD 107865 |
| NAUTILUS WEALTH ADVISORS → | RIA / FO | $108M | INDIALANTIC, FL | CRD 311853 |
| SUMNICHT & ASSOCIATES, LLC → | RIA / FO | $108M | APPLETON, WI | CRD 111421 |
| AQI → | RIA / FO | $108M | LONE TREE, CO | CRD 339159 |
| RIVER1 ASSET MANAGEMENT LLC → | RIA / FO | $108M | MILWAUKEE, WI | CRD 329230 |
| CAMELOT EVENT-DRIVEN ADVISORS, LLC → | RIA / FO | $108M | MAUMEE, OH | CRD 291798 |
| WHEALTHY EMPOWERMENT NETWORK → | RIA / FO | $108M | – | CRD 334271 |
| NYE WEALTH MANAGEMENT LLC → | RIA / FO | $108M | HUDSON, OH | CRD 170415 |
| MILBORN ADVISORS, LTD → | RIA / FO | $108M | MILWAUKEE, WI | CRD 291305 |
| FORTHRIGHT CAPITAL → | RIA / FO | $108M | LAS VEGAS, NV | CRD 323596 |
| COPE CONNELLY → | RIA / FO | $108M | ARLINGTON, VA | CRD 311665 |
| SOULENCE WEALTH MANAGEMENT → | RIA / FO | $108M | PLEASANT GROVE, UT | CRD 340580 |
| SHERPA CAPITAL MANAGEMENT → | RIA / FO | $107M | – | CRD 336739 |
| IDLE HILL ADVISORS LLC → | RIA / FO | $107M | GREENVILLE, SC | CRD 317040 |
| ONE-UP FINANCIAL → | RIA / FO | $107M | ERIE, PA | CRD 333778 |
| DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. → | RIA / FO | $107M | IRVINE, CA | CRD 300058 |
| NORTH BAY WEALTH MANAGEMENT → | RIA / FO | $107M | PETALUMA, CA | CRD 285523 |
| AMH EQUITY LTD → | RIA / FO | $107M | – | CRD 160452 |
| THE FINANCIAL LEGACY GROUP → | RIA / FO | $107M | CHARLOTTE, NC | CRD 287632 |
| STRICKLER INVESTMENT SERVICES, LLC → | RIA / FO | $107M | BRIGHTON, MI | CRD 332778 |
| BETTER WAY LLC → | RIA / FO | $107M | BAL HARBOUR, FL | CRD 300305 |
| HOGAN INVESTMENT COUNSEL, LLC → | RIA / FO | $107M | CORDOVA, TN | CRD 160186 |
| HARTLEY ADVISORS CORP. → | RIA / FO | $107M | – | CRD 130769 |
| TOTAL WEALTH ADVISORS, LLC → | RIA / FO | $107M | HOPKINS, MN | CRD 164633 |
| OMNITRUST WEALTH MANAGEMENT, INC. → | RIA / FO | $107M | JACKSONVILLE, FL | CRD 298025 |
| RS ASSET MANAGEMENT, LLC → | RIA / FO | $107M | COLORADO SPRINGS, CO | CRD 157768 |
| TURNER CAPITAL INVESTMENTS, LLC → | RIA / FO | $107M | AUSTIN, TX | CRD 146134 |
| ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT → | RIA / FO | $107M | ST. PETERSBURG, FL | CRD 329079 |
| PURPOSEFUL FINANCIAL AND LEGACY PLANNING → | RIA / FO | $107M | – | CRD 135813 |
| JORDAN FINANCIAL LIFE PLANNING → | RIA / FO | $107M | KENOSHA, WI | CRD 146633 |
| ARDEN GLOBAL FAMILY OFFICES → | RIA / FO | $107M | – | CRD 337412 |
| JACKSON WEALTH MANAGEMENT, LLC → | RIA / FO | $107M | CASTLE ROCK, CO | CRD 310496 |
| RK ASSET MANAGEMENT → | RIA / FO | $107M | – | CRD 121886 |
| SAGA FINANCIAL MANAGEMENT → | RIA / FO | $107M | – | CRD 158732 |
| TRUSCO INVESTMENT MANAGEMENT, LLC → | RIA / FO | $107M | NASHVILLE, TN | CRD 285736 |
| POTOMAC INVESTMENT COMPANY → | RIA / FO | $107M | – | CRD 14553 |
| KJ CAPITAL MANAGEMENT LLC → | RIA / FO | $107M | – | CRD 147495 |
| 603 FINANCIAL ADVISORS, LLC → | RIA / FO | $107M | – | CRD 324422 |
| ENDURE CAPITAL, LLC → | RIA / FO | $107M | LAKE FOREST, CA | CRD 338391 |
| ELLA FINANCIAL ADVISING → | RIA / FO | $107M | OAKLAND, CA | CRD 307357 |