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 15001–15100 (page 151 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| KALAMATA ASSET MANAGEMENT LLC → | RIA / FO | $107M | BETHESDA, MD | CRD 284328 |
| EQV ADVISORY, LLC → | RIA / FO | $107M | RALEIGH, NC | CRD 338271 |
| LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC → | RIA / FO | $107M | NASHVILLE, TN | CRD 127618 |
| STONEX INTERNATIONAL ADVISORS INC → | RIA / FO | $107M | MIAMI, FL | CRD 153799 |
| HAYNIE WEALTH MANAGEMENT LLC → | RIA / FO | $107M | SALT LAKE CITY, UT | CRD 305852 |
| YOUR IA, LLC → | RIA / FO | $107M | ST. GEORGE, UT | CRD 338535 |
| EAGLESON ARNDT FINANCIAL ADVISORS → | RIA / FO | $107M | THOUSAND OAKS, CA | CRD 134098 |
| HORSE COVE PARTNERS LLC → | RIA / FO | $107M | ATLANTA, GA | CRD 172389 |
| COASTAL WEALTH ADVISORS, LLC → | RIA / FO | $107M | JOHNS ISLAND, SC | CRD 174574 |
| STAGE 2 PLANNING PARTNERS LLC → | RIA / FO | $106M | S BURLINGTON, VT | CRD 323281 |
| TOP PRIVATE WEALTH → | RIA / FO | $106M | GLASTONBURY, CT | CRD 331000 |
| BERGAMOT ASSET MANAGEMENT LP → | RIA / FO | $106M | PRINCETON, NJ | CRD 309424 |
| THAYER FINANCIAL, L.L.C. → | RIA / FO | $106M | HICKORY, NC | CRD 304729 |
| FIDUCIARY ADVISOR ADVOCATES → | RIA / FO | $106M | – | CRD 169039 |
| S&F INVESTMENT ADVISORS → | RIA / FO | $106M | ENCINO, CA | CRD 129367 |
| WEALTH MANAGEMENT SOLUTIONS → | RIA / FO | $106M | – | CRD 296875 |
| DILLOW WEALTH MANAGEMENT LLC → | RIA / FO | $106M | OAK BROOK, IL | CRD 313192 |
| ARCADIUS CAPITAL PARTNERS INC. → | RIA / FO | $106M | – | CRD 173645 |
| ACCOUNT MANAGEMENT, LLC → | RIA / FO | $106M | – | CRD 110303 |
| CYPRESS CAPITAL MANAGEMENT US LIMITED → | RIA / FO | $106M | VANCOUVER, BRITISH COLUMBIA | CRD 139037 |
| 1230 ADVISORS, LLC → | RIA / FO | $106M | POUND RIDGE, NY | CRD 312504 |
| BIRNAM WOOD CAPITAL, LLC → | RIA / FO | $106M | DALLAS, TX | CRD 269897 |
| WEALTH CREATION MANAGEMENT GROUP LLC → | RIA / FO | $106M | – | CRD 300539 |
| RAISON ASSET MANAGEMENT → | RIA / FO | $106M | TALLINN | CRD 282147 |
| MASECO ASIA LIMITED → | RIA / FO | $106M | HONG KONG | CRD 310966 |
| MANA FINANCIAL LIFE DESIGN → | RIA / FO | $106M | – | CRD 298277 |
| POLERO ICE ADVISERS → | RIA / FO | $106M | – | CRD 148790 |
| ARCTIS GLOBAL LLC → | RIA / FO | $106M | – | CRD 308220 |
| WESTPOINT WEALTH MANAGEMENT, LLC → | RIA / FO | $106M | BEREA, OH | CRD 310883 |
| TRUMAN WEALTH ADVISORS → | RIA / FO | $106M | COLUMBIA, MO | CRD 334752 |
| ABACUS INVESTMENTS LLC → | RIA / FO | $106M | BIRMINGHAM, AL | CRD 327805 |
| KAIROS CAPITAL MANAGEMENT, LLC → | RIA / FO | $106M | BELLEVUE, WA | CRD 150342 |
| MARKIZ WEALTH MANAGEMENT → | RIA / FO | $106M | – | CRD 127371 |
| RASP WEALTH SOLUTIONS, LLC → | RIA / FO | $106M | – | CRD 328248 |
| ACCESS CAPITAL, LLC → | RIA / FO | $106M | WICHITA, KS | CRD 327013 |
| LANDOLT SECURITIES, INC. → | RIA / FO | $106M | LAKE BLUFF, IL | CRD 28352 |
| FINANCIAL DESIGN STUDIO, INC. → | RIA / FO | $106M | DEER PARK, IL | CRD 286686 |
| NORTHWIND FINANCIAL LLC → | RIA / FO | $105M | BEND, OR | CRD 342069 |
| CHANGING PARAMETERS, LLC → | RIA / FO | $105M | LOS ALTOS, CA | CRD 132551 |
| ROC PARTNERS (US) LLC → | RIA / FO | $105M | SYDNEY NSW | CRD 333044 |
| STEWARD ADVISORS GROUP, LLC → | RIA / FO | $105M | HALFMOON, NY | CRD 321846 |
| RELATIVE SENTIMENT TECHNOLOGIES, LLC → | RIA / FO | $105M | – | CRD 318050 |
| CLEARVIEW INVESTMENT PARTNERS, LLC → | RIA / FO | $105M | COSTA MESA, CA | CRD 150046 |
| GUIDED WEALTH, LLC → | RIA / FO | $105M | – | CRD 339013 |
| INNOVATIVE FINANCIAL, LLC → | RIA / FO | $105M | LAKEWOOD, CO | CRD 127469 |
| VALUE FINANCIAL ADVISERS, INC. → | RIA / FO | $105M | ORLANDO, FL | CRD 107321 |
| MORGAN-ALY WEALTH MANAGEMENT, LLC → | RIA / FO | $105M | WAUKESHA, WI | CRD 328483 |
| WALLSTREETI.COM → | RIA / FO | $105M | NEW YORK, NY | CRD 123567 |
| INSTITUTIONAL INVESTMENT ADVISORS CORP → | RIA / FO | $105M | NEW YORK, NY | CRD 126055 |
| MD WEALTH ADVISORS INC → | RIA / FO | $105M | CRANFORD, NJ | CRD 304595 |
| PETRIE CAPITAL MANAGEMENT LLC. → | RIA / FO | $105M | SEATTLE, WA | CRD 136480 |
| COMPASS RETIREMENT, LLC → | RIA / FO | $105M | – | CRD 158412 |
| LEGACY CHIEF FINANCIAL OFFICE, LLC → | RIA / FO | $105M | SHENANDOAH, TX | CRD 300873 |
| WEALTH ENGAGEMENT → | RIA / FO | $105M | ATLANTA, GA | CRD 310438 |
| VENTURE FORTH FINANCIAL → | RIA / FO | $105M | – | CRD 283315 |
| CATALYST WEALTH MANAGEMENT LLC → | RIA / FO | $105M | HOUSTON, TX | CRD 329586 |
| CLOUT CAPITAL → | RIA / FO | $105M | MIAMI, FL | CRD 327315 |
| PIEDMONT PRIVATE WEALTH, LLC → | RIA / FO | $105M | – | CRD 339616 |
| GRAETER WEALTH ADVISORS, LLC → | RIA / FO | $105M | LOUISVILLE, KY | CRD 170046 |
| RUNEY & ASSOCIATES WEALTH MANAGEMENT → | RIA / FO | $105M | MOUNT PLEASANT, SC | CRD 171271 |
| VCM WEALTH → | RIA / FO | $105M | – | CRD 149307 |
| SPRINGLAKE FINANCIAL PARTNERS → | RIA / FO | $105M | – | CRD 334134 |
| FOUR CORNERS FINANCIAL → | RIA / FO | $105M | MELVILLE, NY | CRD 287468 |
| PLUM POINTE WEALTH MANAGEMENT → | RIA / FO | $105M | PROVIDENCE, RI | CRD 332618 |
| AG GLOBAL ADVISORS LLC → | RIA / FO | $105M | – | CRD 155398 |
| A SLING & A STONE, INCORPORATED → | RIA / FO | $105M | BURNET, TX | CRD 134943 |
| CEDARVIEW CAPITAL MANAGEMENT, LP → | RIA / FO | $105M | WOODMERE, NY | CRD 136253 |
| LUMINIST CAPITAL, LLC → | RIA / FO | $105M | – | CRD 173396 |
| S.C. THOMAS & ASSOCIATES, CPA, LLC → | RIA / FO | $105M | MEDINA, OH | CRD 121666 |
| INTEGRATED INVESTMENT STRATEGIES,INC. → | RIA / FO | $105M | CARMEL, IN | CRD 122706 |
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. → | RIA / FO | $105M | 1003 LAUSANNE | CRD 172284 |
| XENA FINANCIAL PLANNING, LLC → | RIA / FO | $104M | PORTLAND, OR | CRD 333436 |
| CRUISER CAPITAL ADVISORS, LLC → | RIA / FO | $104M | STAMFORD, CT | CRD 168739 |
| MILLSTONE FINANCIAL GROUP → | RIA / FO | $104M | PRINCETON, NJ | CRD 297882 |
| HEALTHVIEW ASSET MANAGEMENT, INC. → | RIA / FO | $104M | PITTSBURGH, PA | CRD 141884 |
| RED SEVEN → | RIA / FO | $104M | ESCONDIDO, CA | CRD 168542 |
| ASSET PLANNING CORPORATION → | RIA / FO | $104M | W. PALM BEACH, FL | CRD 126242 |
| WELLACRE GLOBAL WEALTH ADVISORS → | RIA / FO | $104M | SANTA MONICA, CA | CRD 306770 |
| ALEXANDER CAPITAL ADVISORS, LLC → | RIA / FO | $104M | NEW CANAAN, CT | CRD 140508 |
| PABRAI WAGONS ADVISORS → | RIA / FO | $104M | WEST LAKE HILLS, TX | CRD 283147 |
| CARTER, TERRY & COMPANY, INC. → | RIA / FO | $104M | ATLANTA, GA | CRD 16365 |
| WAVELENGTH CAPITAL MANAGEMENT, LLC → | RIA / FO | $104M | WESTPORT, CT | CRD 167725 |
| ASTEROZOA MANAGEMENT → | RIA / FO | $104M | PHOENIX, AZ | CRD 316870 |
| BAFFIN ADVISORS LLC → | RIA / FO | $104M | – | CRD 151202 |
| MUSE CAPITAL MANAGEMENT LLC → | RIA / FO | $104M | SANTA MONICA, CA | CRD 304463 |
| POINT NEMO CAPITAL, LLC → | RIA / FO | $104M | – | CRD 328695 |
| LONGBOARD ASSET MANAGEMENT → | RIA / FO | $104M | – | CRD 155617 |
| 325 FILLMORE LLC → | RIA / FO | $104M | DENVER, CO | CRD 287625 |
| BRIGHT LAKE WEALTH MANAGEMENT, LLC → | RIA / FO | $104M | REDDING, CA | CRD 323513 |
| ALTITUDE CAPITAL MANAGEMENT LLC → | RIA / FO | $104M | DES MOINES, IA | CRD 329366 |
| EUROCAPITAL ADVISORS, INC → | RIA / FO | $104M | MIAMI, FL | CRD 126163 |
| ALAMO CAPITAL → | RIA / FO | $104M | WALNUT CREEK, CA | CRD 26193 |
| FINANCIAL COUNSELING ASSOCIATES, INC → | RIA / FO | $104M | – | CRD 115123 |
| AG FINANCIAL → | RIA / FO | $103M | SALT LAKE CITY, UT | CRD 140226 |
| SEASIDE WEALTH ADVISORS LLC → | RIA / FO | $103M | WILMINGTON, NC | CRD 327645 |
| STAGE WEALTH MANAGEMENT, INC. → | RIA / FO | $103M | – | CRD 320774 |
| ADVOCACY FINANCIAL LLC → | RIA / FO | $103M | COVINGTON, LA | CRD 305954 |
| REITZ CAPITAL ADVISORS LLC → | RIA / FO | $103M | FREELAND, MI | CRD 167088 |
| NAYLOR & COMPANY → | RIA / FO | $103M | – | CRD 124924 |
| GSSG SOLAR, LLC → | RIA / FO | $103M | DENVER, CO | CRD 307493 |