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 15101–15200 (page 152 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NEWFOUNDLAND CAPITAL MANAGEMENT US, LLC → | RIA / FO | $103M | – | CRD 168646 |
| BUTTERWORTH FINANCIAL LLC → | RIA / FO | $103M | DANVERS, MA | CRD 325026 |
| ALLRIDGE WEALTH MANAGEMENT, INC → | RIA / FO | $103M | ASHBURN, VA | CRD 117249 |
| ABUNDANT WEALTH PARTNERS, LLC → | RIA / FO | $103M | SANTA BARBARA, CA | CRD 317221 |
| NAVIGATION WEALTH MANAGEMENT → | RIA / FO | $103M | FORT COLLINS, CO | CRD 282640 |
| FIRST FINANCIAL SERVICES, LLC → | RIA / FO | $103M | LITTLE ROCK, AR | CRD 329276 |
| MORALIS TECHNOLOGIES, LLC → | RIA / FO | $103M | PITTSBURGH, PA | CRD 316221 |
| INVICTUS TIMING SERVICE LTD → | RIA / FO | $103M | WESTBURY, NY | CRD 106372 |
| IRONHORN ADVISORS LLC → | RIA / FO | $103M | AUSTIN, TX | CRD 339425 |
| EAGLE CAPITAL ADVISORS, LLC → | RIA / FO | $103M | MIDDLEBURY, CT | CRD 173730 |
| TEMPLER WEALTH MANAGEMENT, LLC → | RIA / FO | $103M | VIENNA, VA | CRD 305972 |
| PEARL WEALTH GROUP → | RIA / FO | $103M | – | CRD 326283 |
| OPPORTUNUS WEALTH MANAGEMENT, LLC → | RIA / FO | $103M | – | CRD 300141 |
| NETWORTH ASSET MANAGEMENT, INC → | RIA / FO | $103M | – | CRD 105145 |
| FAIRCHILD CAPITAL LLC → | RIA / FO | $103M | PORTLAND, OR | CRD 298428 |
| DORIAN INVESTMENT ADVISORY LLC → | RIA / FO | $103M | MEMPHIS, TN | CRD 339280 |
| UHY WEALTH MANAGEMENT RIA LLC → | RIA / FO | $103M | FARMINGTON HILLS, MI | CRD 317608 |
| COAST CAPITAL MANAGEMENT, LP → | RIA / FO | $103M | NEW YORK, NY | CRD 289883 |
| BRAZOS CAPITAL → | RIA / FO | $103M | AUSTIN, TX | CRD 289749 |
| VICTORY WEALTH PARTNERS → | RIA / FO | $102M | MULLICA HILL, NJ | CRD 107203 |
| ROCKY HILL ADVISORS INC. → | RIA / FO | $102M | PEABODY, MA | CRD 123242 |
| NEEDHAM ADVISORY CORPORATION → | RIA / FO | $102M | NORTH ANDOVER, MA | CRD 105378 |
| REPUBLIC SQUARE → | RIA / FO | $102M | AUSTIN, TX | CRD 305018 |
| CAPSTONE WEALTH ADVISORS, LLC → | RIA / FO | $102M | SALEM, OR | CRD 287670 |
| DOMESTIQUE CAPITAL LLC → | RIA / FO | $102M | – | CRD 283046 |
| BLUE HERON CAPITAL → | RIA / FO | $102M | ENGLEWOOD, CO | CRD 339475 |
| SANCTUARY FINANCIAL PLANNING, LLC → | RIA / FO | $102M | – | CRD 325857 |
| HUNT CAPITAL MANAGEMENT, LLC → | RIA / FO | $102M | NEW YORK, NY | CRD 308017 |
| WYNN CAPITAL MANAGEMENT, LLC → | RIA / FO | $102M | SANTA CRUZ, CA | CRD 119355 |
| SOUND LEGACY WEALTH ADVISORS, LLC → | RIA / FO | $102M | – | CRD 306332 |
| V DELIMA INVESTMENTS INC → | RIA / FO | $102M | – | CRD 310379 |
| SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. → | RIA / FO | $102M | SAN RAMON, CA | CRD 132777 |
| HAIRE WEALTH MANAGEMENT, INC. → | RIA / FO | $102M | TUPELO, MS | CRD 339998 |
| BALANCED WEALTH MANAGEMENT, LLC. → | RIA / FO | $102M | EAST GREENWICH, RI | CRD 174699 |
| APFORIA → | RIA / FO | $102M | VIRGINIA BEACH, VA | CRD 327176 |
| ONEWELTH INC → | RIA / FO | $102M | NEW YORK, NY | CRD 325277 |
| CORNWALL CAPITAL MANAGEMENT LP → | RIA / FO | $102M | NEW YORK, NY | CRD 161451 |
| STRATEGIC WEALTH PARTNERS LLC → | RIA / FO | $102M | FRANKLIN, TN | CRD 336564 |
| HANOVER SQUARE WEALTH ADVISORS LLC → | RIA / FO | $102M | – | CRD 336534 |
| BLANTYRE CAPITAL US LLC → | RIA / FO | $102M | NEW YORK, NY | CRD 336308 |
| SEQUENTIS CAPITAL LLC → | RIA / FO | $102M | BOSTON, MA | CRD 298533 |
| TAX & INVESTMENT ADVISORS → | RIA / FO | $102M | NEWBURYPORT, MA | CRD 327402 |
| INTEGRATIVE PLANNING, INC. → | RIA / FO | $101M | CORNELIUS, NC | CRD 336307 |
| MENDOZA PRIVATE WEALTH → | RIA / FO | $101M | MIAMI, FL | CRD 329126 |
| BESPOKE INVESTMENT GROUP, LLC → | RIA / FO | $101M | HARRISON, NY | CRD 144080 |
| WELLS GLOBAL INVESTMENT ADVISERS LLC → | RIA / FO | $101M | WINTER HAVEN, FL | CRD 150139 |
| INTEGRATED BENEFITS, INCORPORATED → | RIA / FO | $101M | – | CRD 112518 |
| PALOMAR ADVISORS INC. → | RIA / FO | $101M | – | CRD 285358 |
| CANACCORD GENUITY WEALTH MANAGEMENT → | RIA / FO | $101M | VANCOUVER, BC | CRD 7449 |
| ROCK CREEK WEALTH MANAGEMENT → | RIA / FO | $101M | HILLSBORO, OR | CRD 336666 |
| RGA INVESTMENT ADVISORS, LLC → | RIA / FO | $101M | GREAT NECK, NY | CRD 149171 |
| SUTTLE CROSSLAND WEALTH ADVISORS, LLC → | RIA / FO | $101M | SCOTTSDALE, AZ | CRD 318700 |
| BEACON ASSOCIATES WEALTH MANAGEMENT, LLC → | RIA / FO | $101M | MAUMEE, OH | CRD 318651 |
| ENSIGN ADVISORY PARTNERS LLC → | RIA / FO | $101M | GILBERT, AZ | CRD 325650 |
| ASCENT ADVISORS → | RIA / FO | $101M | MANKATO, MN | CRD 335353 |
| AUTILUS PARTNERS LLC → | RIA / FO | $101M | SANTA MONICA, CA | CRD 322882 |
| BRAVE EAGLE WEALTH MANAGEMENT → | RIA / FO | $101M | NEW YORK, NY | CRD 283307 |
| FC WEALTH SOLUTIONS LLC → | RIA / FO | $101M | WESTERVILLE, OH | CRD 286381 |
| 34 FINANCIAL, LLC → | RIA / FO | $101M | ATLANTA, GA | CRD 329383 |
| CWM ADVISORY, LLC → | RIA / FO | $101M | OCEAN PINES, MD | CRD 299923 |
| INDEXPERTS, LLC → | RIA / FO | $101M | CHARLOTTE, NC | CRD 314858 |
| FUERST FINANCIAL GROUP, INC. → | RIA / FO | $101M | CHATTANOOGA, TN | CRD 149172 |
| CHEROKEE & WALKER MANAGEMENT → | RIA / FO | $101M | SALT LAKE CITY, UT | CRD 160962 |
| ASCENT FINANCIAL GROUP → | RIA / FO | $101M | RICHMOND, VA | CRD 325706 |
| PFLUEGER WEALTH → | RIA / FO | $101M | – | CRD 339188 |
| SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC → | RIA / FO | $101M | NEW YORK, NY | CRD 309110 |
| CDP FINANCIAL GROUP, LLC → | RIA / FO | $100M | LITTLETON, CO | CRD 155725 |
| BRIDGE FINANCIAL PLANNING, LLC → | RIA / FO | $100M | – | CRD 174840 |
| SAGENT WEALTH MANAGEMENT → | RIA / FO | $100M | LAGUNA BEACH, CA | CRD 147890 |
| NEWSONG CAPITAL MANAGEMENT, INC. → | RIA / FO | $100M | HATTIESBURG, MS | CRD 296877 |
| COURSE MANAGEMENT INVESTMENT ADVISORS, LLC → | RIA / FO | $100M | PINEHURST, NC | CRD 306974 |
| FINANCIAL ACTION, INC. → | RIA / FO | $100M | MONUMENT, CO | CRD 140285 |
| FINANCIAL COUNSELING, INC. → | RIA / FO | $100M | SPRINGBORO, OH | CRD 119969 |
| RETIRE READY WEALTH MANAGEMENT → | RIA / FO | $100M | RADNOR, PA | CRD 316942 |
| GRUPP FINANCIAL LLC → | RIA / FO | $100M | JACKSON, WY | CRD 168436 |
| CARDINAL POINT CAPITAL LLC → | RIA / FO | $100M | SAN FRANCISCO, CA | CRD 141166 |
| INFINITY TAX & FINANCIAL PLANNING → | RIA / FO | $100M | HUNTSVILLE, AL | CRD 332590 |
| CHAMBERLAIN LANE CAPITAL, LLC → | RIA / FO | $100M | NASHVILLE, TN | CRD 340063 |
| ACACIA ASSET MANAGEMENT LLC → | RIA / FO | $100M | NEW YORK, NY | CRD 287857 |
| APPROACH CAPITAL LLC → | RIA / FO | $100M | – | CRD 291807 |
| FERGHANA INVESTMENT PARTNERS, LP → | RIA / FO | $100M | NEW YORK, NY | CRD 337822 |
| HARBINGER SPORTS PARTNERS → | RIA / FO | $100M | ATLANTA, GA | CRD 337984 |
| VALHUM ASSET MANAGEMENT, LLC → | RIA / FO | $100M | UPPER SADDLE RIVER, NJ | CRD 323895 |
| FREEBOARD CAPITAL, LLC → | RIA / FO | $100M | – | CRD 167222 |
| FAMA FIDUCIARY WEALTH LLC → | RIA / FO | $100M | ROCHESTER, NY | CRD 125627 |
| SUNDOWNER CAPITAL MANAGEMENT LLC → | RIA / FO | $100M | – | CRD 146253 |
| STONEBRIDGE PARTNERS LLC → | RIA / FO | $99M | WHITE PLAINS, NY | CRD 160018 |
| LW CAPITAL MANAGEMENT, LLC → | RIA / FO | $99M | – | CRD 313151 |
| 13D MANAGEMENT LLC → | RIA / FO | $99M | NEW YORK, NY | CRD 154009 |
| AREX CAPITAL MANAGEMENT, LP → | RIA / FO | $99M | NEW YORK, NY | CRD 289595 |
| MERION REALTY ADVISERS, LLC → | RIA / FO | $99M | WYNNEWOOD, PA | CRD 158507 |
| WATERFRONT CAPITAL PARTNERS LLC → | RIA / FO | $99M | NEW YORK, NY | CRD 167801 |
| BERGEN PARK CAPITAL MANAGEMENT, LLC → | RIA / FO | $99M | BIGFORK, MT | CRD 315162 |
| CAZ GP STAKES ADVISER LLC → | RIA / FO | $99M | HOUSTON, TX | CRD 338168 |
| GRANITE VALUE CAPITAL, LLC → | RIA / FO | $99M | HANOVER, NH | CRD 150169 |
| SYNERGY CAPITAL → | RIA / FO | $99M | FORT COLLINS, CO | CRD 334117 |
| THIRD SIGMA INVESTMENT ADVISORS LLC → | RIA / FO | $99M | WILMINGTON, DE | CRD 151188 |
| LAKE ROAD ADVISORS, LLC → | RIA / FO | $99M | CORNING, NY | CRD 281657 |
| INVESTOR'S ADVANTAGE → | RIA / FO | $99M | – | CRD 315773 |
| LUTHER FOREST WEALTH ADVISORS, L.L.C. → | RIA / FO | $99M | MALTA, NY | CRD 142714 |