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 15501–15600 (page 156 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FIFR → | RIA / FO | $68M | – | CRD 328620 |
| BLACK HILL CAPITAL PARTNERS, LLC → | RIA / FO | $68M | SAN FRANCISCO, CA | CRD 118291 |
| OCCAM CAPITAL MANAGEMENT, LLC → | RIA / FO | $67M | PITTSFORD, NY | CRD 108201 |
| CHLASTAWA, ALLAN F. → | RIA / FO | $67M | – | CRD 288859 |
| HONEOYE FALLS CAPITAL LLC → | RIA / FO | $67M | HONEOYE FALLS, NY | CRD 333306 |
| SYGNUS CAPITAL LIMTED → | RIA / FO | $67M | KINGSTON 5 | CRD 333428 |
| SYGNUS CAPITAL SL LIMITED → | RIA / FO | $67M | CASTRIES | CRD 333426 |
| VANQUOUR LLC → | RIA / FO | $67M | NEW YORK, NY | CRD 317552 |
| PARE PARTNERS LLC → | RIA / FO | $67M | MIAMI, FL | CRD 309242 |
| WATCHSTONE WEALTH MANAGEMENT LLC → | RIA / FO | $67M | – | CRD 172835 |
| ALINEA ADVISORY SERVICES LLC → | RIA / FO | $67M | NEW YORK, NY | CRD 311782 |
| CLARION CALL CAPITAL → | RIA / FO | $66M | NEW YORK, NY | CRD 333446 |
| C & C FINANCIAL SERVICES, INC. → | RIA / FO | $66M | GREAT NECK, NY | CRD 106752 |
| ACE & COMPANY NEW YORK, INC. → | RIA / FO | $66M | NEW YORK, NY | CRD 304442 |
| INNOVATIVE FAMILY OFFICE LLC → | RIA / FO | $66M | SOMERS, NY | CRD 329496 |
| RESQ INVESTMENT PARTNERS, LLC → | RIA / FO | $66M | SCOTTSDALE, AZ | CRD 169528 |
| SHOPE ADVISORS GROUP → | RIA / FO | $66M | CAMILLUS, NY | CRD 144056 |
| STEWARDSHIP FINANCIAL PLANNING → | RIA / FO | $66M | IRVINGTON, NY | CRD 128676 |
| EVOLUTION VISION WEALTH MANAGEMENT → | RIA / FO | $65M | – | CRD 340871 |
| EAGLE'S CREST ADVISORS, LLC → | RIA / FO | $65M | HUNTINGTON, NY | CRD 335252 |
| FLORENCE CAPITAL ADVISORS, LLC → | RIA / FO | $65M | – | CRD 281038 |
| N FINANCIAL PLANS → | RIA / FO | $65M | HUNTINGTON, NY | CRD 337288 |
| WATTS CAPITAL PARTNERS LLC → | RIA / FO | $65M | – | CRD 149049 |
| MALATAI CAPITAL LLC → | RIA / FO | $65M | NEW YORK, NY | CRD 299975 |
| VAZIRANI ASSET MANAGEMENT LLC → | RIA / FO | $65M | NEW YORK, NY | CRD 289186 |
| MYRA WEALTH → | RIA / FO | $65M | – | CRD 311475 |
| ROSCI LAMB, LLC → | RIA / FO | $65M | NEW YORK, NY | CRD 337278 |
| EMPIRIC ADVISORS, INC. → | RIA / FO | $65M | AUSTIN, TX | CRD 108425 |
| PECONIC ASSET PLANNING → | RIA / FO | $65M | RIVERHEAD, NY | CRD 310121 |
| BUILD ASSET MANAGEMENT → | RIA / FO | $65M | JEFFERSON CITY, MO | CRD 298354 |
| GOLDSTANDARD WEALTH → | RIA / FO | $65M | MUMBAI | CRD 339199 |
| MCA CROSS BORDER CAPITAL INC. → | RIA / FO | $65M | MONTRÉAL | CRD 327516 |
| MINT ASSET MANAGEMENT LLC → | RIA / FO | $65M | NEW YORK, NY | CRD 315568 |
| GENERAL INDUSTRIAL PARTNERS LLP → | RIA / FO | $65M | LONDON | CRD 282342 |
| SMP FINANCIAL PLANNING, LLC → | RIA / FO | $64M | – | CRD 315300 |
| HUDSON VIEW ADVISORS, LLC → | RIA / FO | $64M | CROTON-ON-HUDSON, NY | CRD 288839 |
| THIRDLINE CAPITAL MANAGEMENT LLC → | RIA / FO | $64M | RICHMOND, VA | CRD 314158 |
| SERENITY CAPITAL ADVISORS INC. → | RIA / FO | $64M | PITTSFORD, NY | CRD 332396 |
| SPRINGDALE CAPITAL → | RIA / FO | $64M | – | CRD 150338 |
| OTG ASSET MANAGEMENT, LTD. → | RIA / FO | $64M | LA PAZ | CRD 309729 |
| SLP WEALTH → | RIA / FO | $64M | DURHAM, NC | CRD 325631 |
| SLOAN ADVISORY GROUP, INC. → | RIA / FO | $64M | GLENS FALLS, NY | CRD 284325 |
| LONGHORN CAPITAL PARTNERS, L.P. → | RIA / FO | $64M | FORT WORTH, TX | CRD 329221 |
| MH INVESTMENT MANAGEMENT INC → | RIA / FO | $63M | – | CRD 108961 |
| ACCESS REAL ESTATE, LLC → | RIA / FO | $63M | LOUISVILLE, KY | CRD 337329 |
| WEALTHUNITE ADVISORS, LLC → | RIA / FO | $63M | MANHASSET, NY | CRD 285807 |
| VN CAPITAL MANAGEMENT, LLC → | RIA / FO | $63M | GREENSBORO, NC | CRD 166761 |
| SERAPHIM CAPITAL MANAGEMENT, LLC → | RIA / FO | $63M | – | CRD 170976 |
| CORINTHIAN PARTNERS ASSET MANAGEMENT LLC → | RIA / FO | $63M | NEW YORK, NY | CRD 109385 |
| BACKER → | RIA / FO | $63M | SAN FRANCISCO, CA | CRD 281813 |
| ADVISOR FINANCIAL SERVICES, INC. → | RIA / FO | $63M | CHATHAM, NY | CRD 118537 |
| LESLIE MARIE GIORDANO → | RIA / FO | $63M | GARDEN CITY, NY | CRD 126274 |
| MOUNTAIN VIEW STRATEGIC WEALTH, LLC → | RIA / FO | $63M | HOPEWELL JUNCTION, NY | CRD 154295 |
| NORTHSTAR FINANCIAL ADVISORS LLC → | RIA / FO | $62M | – | CRD 147108 |
| TRUEHAVEN CAPITAL → | RIA / FO | $62M | FRANKLIN, TN | CRD 332005 |
| BUFFERLABS → | RIA / FO | $62M | HENDERSON, NV | CRD 337959 |
| BIRCH WEALTH MANAGEMENT → | RIA / FO | $62M | ROME, NY | CRD 304727 |
| TORMA CAPITAL LLP → | RIA / FO | $62M | LONDON | CRD 334848 |
| SALIENT ADVISORS, L.P. → | RIA / FO | $62M | DALLAS, TX | CRD 122833 |
| RCM ROBINSON CAPITAL MANAGEMENT LLC → | RIA / FO | $62M | SACRAMENTO, CA | CRD 112814 |
| CAPSIGMA INVESTMENT PARTNERS LTDA → | RIA / FO | $62M | SAO PAULO, SP | CRD 336478 |
| GRUENSTEIN INVESTMENTS LLC → | RIA / FO | $61M | – | CRD 298739 |
| HAWKS POINT CAPITAL PARTNERS LLC → | RIA / FO | $61M | RYE BROOK, NY | CRD 307006 |
| SBAUER FUNDS, LLC → | RIA / FO | $61M | CARMEL, IN | CRD 144782 |
| DIPSEA CAPITAL, LLC → | RIA / FO | $61M | MILL VALLEY, CA | CRD 257787 |
| PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC → | RIA / FO | $61M | BALA CYNWYD, PA | CRD 294016 |
| ANCHOR CAPITAL MANAGEMENT, LLC → | RIA / FO | $61M | ITHACA, NY | CRD 124600 |
| KINEO CAPITAL LLC → | RIA / FO | $61M | NEW YORK, NY | CRD 315019 |
| RAIL SPLITTER CAPITAL ADVISERS, LLC → | RIA / FO | $61M | CHICAGO, IL | CRD 338780 |
| IQCIO LLC → | RIA / FO | $61M | NEW YORK, NY | CRD 285435 |
| GST MANAGEMENT, LLC → | RIA / FO | $61M | – | CRD 290259 |
| J. MANDWELLE CAPITAL MANAGEMENT → | RIA / FO | $61M | – | CRD 166330 |
| ATLA CAPITAL MANAGEMENT LLC → | RIA / FO | $61M | NEW YORK, NY | CRD 312501 |
| GRAYSCALE ADVISORS → | RIA / FO | $61M | STAMFORD, CT | CRD 314868 |
| CENTRALIS CAPITAL LLC → | RIA / FO | $60M | PRAIRIE VILLAGE, KS | CRD 305897 |
| BLACKSTONE REAL ESTATE ADVISORS V L.P. → | RIA / FO | $60M | NEW YORK, NY | CRD 138208 |
| GOLDIRON GP LLC → | RIA / FO | $60M | NEW YORK, NY | CRD 285239 |
| R & R FINANCIAL PLANNERS, INC. → | RIA / FO | $60M | EAST MEADOW, NY | CRD 113291 |
| HALO INVESTMENT SERVICES, LLC → | RIA / FO | $60M | MANHASSET, NY | CRD 325613 |
| RICHMOND QUANTITATIVE ADVISORS, LLC → | RIA / FO | $60M | – | CRD 288625 |
| COLLECTIVE WEALTH PARTNERS, LLC → | RIA / FO | $60M | ATLANTA, GA | CRD 317519 |
| LIBERTY WEALTH MANAGERS → | RIA / FO | $60M | NEW YORK, NY | CRD 322131 |
| CWM PARTNERS, LLC → | RIA / FO | $60M | – | CRD 299857 |
| QUANTEL ASSET MANAGEMENT LLC → | RIA / FO | $60M | NEW YORK, NY | CRD 311013 |
| MUNAKATA ASSOCIATES LLC → | RIA / FO | $59M | – | CRD 287936 |
| AWM GLOBAL ADVISORS → | RIA / FO | $59M | SAN DIEGO, CA | CRD 159094 |
| SWISS FINANCE MANAGEMENT INTERNATIONAL SA → | RIA / FO | $59M | GENEVA | CRD 284408 |
| ARGUS EQUITY PARTNERS, LLC → | RIA / FO | $59M | – | CRD 306518 |
| WYSER-PRATTE MANAGEMENT CO., INC. → | RIA / FO | $59M | BEDFORD HILLS, NY | CRD 106399 |
| CAPITAL INSIGHTS GROUP OF WNY, LLC. → | RIA / FO | $59M | BUFFALO, NY | CRD 282909 |
| FIRSTHAND CAPITAL MANAGEMENT, INC. → | RIA / FO | $59M | SAN JOSE, CA | CRD 150647 |
| NORTHERN PACIFIC GROUP, L.P. → | RIA / FO | $59M | MINNEAPOLIS, MN | CRD 299012 |
| NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC → | RIA / FO | $59M | MINNEAPOLIS, MN | CRD 173350 |
| HELIANTH INVESTMENT MANAGEMENT LLC → | RIA / FO | $58M | PORT CHESTER, NY | CRD 317326 |
| HARWOOD CAPITAL LLP → | RIA / FO | $58M | LONDON | CRD 161632 |
| MUTUAL TRUST ASSET MGMT., INC. → | RIA / FO | $58M | TAMPA, FL | CRD 121364 |
| TRANSGLOBAL ADVISORY, LLC → | RIA / FO | $58M | MONROVIA, CA | CRD 168709 |
| TRUCK CAPITAL → | RIA / FO | $58M | NEW YORK, NY | CRD 164329 |
| MY PROSPER TEAM → | RIA / FO | $58M | LEHI, UT | CRD 311144 |
| CATALYST INTERNATIONAL ADVISORS LLC → | RIA / FO | $58M | SAN JUAN, PR | CRD 306592 |