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 15201–15300 (page 153 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BLUE SKY ASSET MANAGEMENT, LLC → | RIA / FO | $99M | ENGLEWOOD, CO | CRD 167686 |
| TIMBUKTU CAPITAL MANAGEMENT, LLC → | RIA / FO | $99M | BOSTON, MA | CRD 131084 |
| BACKBONE PLANNING PARTNERS LLC → | RIA / FO | $98M | LAS VEGAS, NV | CRD 326699 |
| GARRETT NAGLE & CO., INC. → | RIA / FO | $98M | WOBURN, MA | CRD 7071 |
| GALLATIN & COMPANY, LLC → | RIA / FO | $98M | VERO BEACH, FL | CRD 111984 |
| SWAN WEALTH ADVISORS, LLC → | RIA / FO | $98M | DURANGO, CO | CRD 292755 |
| MUZINICH DIRECT LENDING ADVISER, LLC → | RIA / FO | $98M | NEW YORK, NY | CRD 327891 |
| UPRIGHT FINANCIAL CORP → | RIA / FO | $98M | – | CRD 107303 |
| LPK INVESTMENT GROUP, LLP → | RIA / FO | $98M | NEW YORK, NY | CRD 218514 |
| BAYTRUST WEALTH MANAGEMENT, LLC → | RIA / FO | $98M | TAMPA, FL | CRD 338822 |
| BURREN CAPITAL ADVISORS LIMITED → | RIA / FO | $98M | EUROPORT | CRD 157096 |
| ORMONDE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $98M | AYLSHAM | CRD 313328 |
| SNOW FINANCIAL MANAGEMENT, LLC → | RIA / FO | $98M | – | CRD 131068 |
| TAVERIK CAPITAL, LLC → | RIA / FO | $98M | GREENVILLE, SC | CRD 156594 |
| PHOENIX INTERNATIONAL INVESTMENTS LLC → | RIA / FO | $97M | NASHUA, NH | CRD 170692 |
| MANISPACE CAPITAL → | RIA / FO | $97M | NEW YORK, NY | CRD 334852 |
| ASPIRE STRATEGIST PORTFOLIOS LLC → | RIA / FO | $97M | NEW YORK, NY | CRD 327902 |
| AMBERLAKE PARTNERS SAM → | RIA / FO | $97M | MONACO | CRD 322274 |
| BERKSHIRE ADVISORS, INC. → | RIA / FO | $97M | WYOMISSING, PA | CRD 122389 |
| STRATACORE CAPITAL MANAGEMENT, LLC. → | RIA / FO | $97M | NEW YORK, NY | CRD 171163 |
| BOX FINANCIAL ADVISORS, LLC → | RIA / FO | $97M | GRAPEVINE, TX | CRD 155623 |
| RVX ASSET MANAGEMENT LLC → | RIA / FO | $97M | AVENTURA, FL | CRD 282804 |
| UOB GLOBAL CAPITAL LLC → | RIA / FO | $97M | NEW YORK, NY | CRD 160659 |
| SCOTT CONYERS CAPITAL MANAGEMENT, INC. → | RIA / FO | $97M | – | CRD 136549 |
| CK ADVISORS, LLC → | RIA / FO | $97M | – | CRD 140062 |
| VULPES INVESTMENT MANAGEMENT PRIVATE LIMITED → | RIA / FO | $97M | SINGAPORE | CRD 161048 |
| ISRAEL INVESTMENT ADVISORS, LLC → | RIA / FO | $96M | DENVER, CO | CRD 153952 |
| PACIFIC WEALTH ADVISORY SERVICES LLC → | RIA / FO | $96M | DANVILLE, CA | CRD 330888 |
| PENSERRA GLOBAL INVESTORS LLC → | RIA / FO | $96M | ORINDA, CA | CRD 174309 |
| MRP LEGACY ADVISORS, LLC → | RIA / FO | $96M | – | CRD 340364 |
| CAPITAL DESIGN PRIVATE WEALTH LLC → | RIA / FO | $96M | PORTSMOUTH, NH | CRD 300472 |
| EASTWARD CAPITAL PARTNERS, LLC → | RIA / FO | $96M | WEST NEWTON, MA | CRD 161422 |
| NEXPOINT INSURANCE SOLUTIONS, L.P. → | RIA / FO | $96M | DALLAS, TX | CRD 301997 |
| BASA ADVISORS → | RIA / FO | $96M | DALLAS, TX | CRD 290034 |
| BURKE WEALTH MANAGEMENT, LLC → | RIA / FO | $95M | HOUSTON, TX | CRD 305840 |
| STEWARD CAPITAL MANAGEMENT → | RIA / FO | $95M | BLOOMFIELD HILLS, MI | CRD 104936 |
| SM INVESTORS → | RIA / FO | $95M | NEW YORK, NY | CRD 155549 |
| NOSURIS, INC. → | RIA / FO | $95M | LYNBROOK, NY | CRD 160979 |
| MON CAPITAL MANAGEMENT LLC → | RIA / FO | $95M | NEW YORK, NY | CRD 333785 |
| WISE MONEY ISRAEL → | RIA / FO | $95M | BINYAMINA | CRD 304753 |
| ABRAHAM TRADING COMPANY → | RIA / FO | $95M | CANADIAN, TX | CRD 315318 |
| LYON CAPITAL MANAGEMENT, LLC → | RIA / FO | $95M | PITTSFORD, NY | CRD 111311 |
| LION CAPITAL ADVISORS LLC → | RIA / FO | $95M | MIAMI, FL | CRD 305440 |
| GSB CAPITAL, LLC → | RIA / FO | $95M | – | CRD 311571 |
| SAXON SECURITIES LLC → | RIA / FO | $95M | SAN FRANCISCO, CA | CRD 155168 |
| WINGSPAN CAPITAL, LLC → | RIA / FO | $95M | NEW YORK, NY | CRD 307759 |
| SEBETIC ADVISORS, LLC → | RIA / FO | $94M | – | CRD 306261 |
| SADDOCK WEALTH, LLC → | RIA / FO | $94M | DALLAS, TX | CRD 161568 |
| INSIGHT SECURITIES, INC. → | RIA / FO | $94M | HIGHLAND PARK, IL | CRD 5611 |
| CIRCLE N ADVISORS, LLC → | RIA / FO | $94M | FISHKILL, NY | CRD 271027 |
| BAYRIDGE FINANCIAL GROUP, INC. → | RIA / FO | $94M | ROCKVILLE CENTRE, NY | CRD 296831 |
| LUESINK STENSTROM FINANCIAL → | RIA / FO | $94M | NEW YORK, NY | CRD 147076 |
| GRAVITY CAPITAL MANAGEMENT LLC → | RIA / FO | $94M | NEW YORK, NY | CRD 137083 |
| TARGET ROCK WEALTH MANAGEMENT, LLC → | RIA / FO | $94M | NEW YORK, NY | CRD 312279 |
| WALNUT INVESTMENT SERVICES LLC → | RIA / FO | $94M | BROOKLYN, NY | CRD 113666 |
| HENLEY & COMPANY WEALTH MANAGEMENT LLC → | RIA / FO | $94M | UNIONDALE, NY | CRD 144884 |
| VOSS WEALTH MANAGEMENT → | RIA / FO | $94M | ENDICOTT, NY | CRD 338916 |
| AOT INVEST LLC → | RIA / FO | $94M | DAVENPORT, IA | CRD 319016 |
| COVE STREET CAPITAL, LLC → | RIA / FO | $94M | HERMOSA BEACH, CA | CRD 156260 |
| STATETRUST CAPITAL, LLC. → | RIA / FO | $94M | BOCA RATON, FL | CRD 114052 |
| CAPITAL Q MANAGEMENT LLC → | RIA / FO | $93M | MAITLAND, FL | CRD 305337 |
| OELSCHLAGER INVESTMENTS → | RIA / FO | $93M | AKRON, OH | CRD 306035 |
| MIDAS MANAGEMENT CORPORATION → | RIA / FO | $93M | WALPOLE, NH | CRD 108237 |
| COMPASS INVESTMENTS LLC → | RIA / FO | $93M | PITTSBURGH, PA | CRD 141323 |
| FIRST ASSOCIATED INVESTMENT ADVISORS, INC. → | RIA / FO | $93M | DULUTH, MN | CRD 113086 |
| LEH II MANAGEMENT LLC → | RIA / FO | $93M | ENGLEWOOD, CO | CRD 328785 |
| WEALTHSPAN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $93M | GRAND RAPIDS, MI | CRD 309553 |
| THINKING BIG FINANCIAL → | RIA / FO | $93M | BROOKLYN, NY | CRD 287476 |
| OPPENHEIMER + CLOSE, LLC → | RIA / FO | $93M | NEW YORK, NY | CRD 15168 |
| PEAK FINANCIAL PLANNING → | RIA / FO | $93M | CANOGA PARK, CA | CRD 317288 |
| CANNON GLOBAL INVESTMENT MANAGEMENT, LLC → | RIA / FO | $93M | DAVIE, FL | CRD 301911 |
| 3ROOTS WEALTH PARTNERS LLC → | RIA / FO | $93M | SCOTTSDALE, AZ | CRD 338300 |
| VAULT FIDUCIARY LLC → | RIA / FO | $92M | – | CRD 339088 |
| TEKMEN WELLS LLC → | RIA / FO | $92M | NEW YORK, NY | CRD 168431 |
| XALTS → | RIA / FO | $92M | PHILADELPHIA, PA | CRD 314283 |
| FAMILY PARTNERS CAPITAL, LLC → | RIA / FO | $92M | HAMILTON, MA | CRD 304176 |
| IWC ASSET MANAGEMENT LLC → | RIA / FO | $92M | – | CRD 286445 |
| MUNDOVAL CAPITAL MANAGEMENT, INC. → | RIA / FO | $92M | LA JOLLA, CA | CRD 132553 |
| RECIPROCAL CAPITAL → | RIA / FO | $92M | – | CRD 285033 |
| WOODMONT ADVISORY GROUP, INC. → | RIA / FO | $92M | – | CRD 112276 |
| WAVE DIGITAL ASSETS LLC → | RIA / FO | $92M | LOS ANGELES, CA | CRD 305726 |
| BUFFALO FIRST WEALTH MANAGEMENT, LLC → | RIA / FO | $92M | WILLIAMSVILLE, NY | CRD 168937 |
| EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC → | RIA / FO | $92M | ALEXANDRIA, VA | CRD 291127 |
| PURA VIDA INVESTMENTS, LLC → | RIA / FO | $91M | NEW YORK, NY | CRD 166703 |
| PEGASUS GROUP, LLC → | RIA / FO | $91M | MORRISTOWN, NJ | CRD 113499 |
| NOVUS ADVISORS → | RIA / FO | $91M | GREENVILLE, SC | CRD 157908 |
| CONCERT INVESTMENT ADVISORY LLC → | RIA / FO | $91M | – | CRD 304522 |
| THE MONEYPAPER ADVISOR, INC. → | RIA / FO | $91M | – | CRD 156971 |
| MCKINNEY CAPITAL, LLC → | RIA / FO | $91M | BIRMINGHAM, AL | CRD 315545 |
| INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL → | RIA / FO | $91M | DENVER, CO | CRD 115961 |
| OXFORD GATE MANAGEMENT, LLC → | RIA / FO | $91M | GREENWICH, CT | CRD 297061 |
| ALGORITHMIC INVESTMENT MODELS → | RIA / FO | $91M | BOSTON, MA | CRD 306354 |
| PRUNEYARD FINANCIAL GROUP, INC. → | RIA / FO | $91M | CUPERTINO, CA | CRD 117378 |
| SCHAFFER & COMPANY ASSET MANAGEMENT, INC. → | RIA / FO | $91M | JACKSONVILLE, FL | CRD 138463 |
| ARIAS RESOURCE CAPITAL MANAGEMENT LP → | RIA / FO | $91M | MIAMI, FL | CRD 155885 |
| K R FINANCIAL LLC → | RIA / FO | $91M | – | CRD 111282 |
| CONRAD CAPITAL MANAGEMENT, INC. → | RIA / FO | $91M | HAUPPAUGE, NY | CRD 113648 |
| MODERN CAPITAL MANAGEMENT, CO. → | RIA / FO | $91M | MT PLEASANT, SC | CRD 306631 |
| WEATHERHELM CAPITAL MANAGEMENT LLC → | RIA / FO | $91M | CAMBRIDGE, NY | CRD 175019 |
| ALPHAQ ADVISORS → | RIA / FO | $91M | WINTER PARK, FL | CRD 141006 |