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 15701–15800 (page 158 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ASA ASSET MANAGEMENT LLC → | RIA / FO | $48M | NEW YORK, NY | CRD 335177 |
| CADOGAN PARK → | RIA / FO | $47M | VANCOUVER, B.C. | CRD 291546 |
| HILBERT 8, LLC → | RIA / FO | $47M | NEW YORK, NY | CRD 284577 |
| ATLAS FINANCIAL ADVISORS, INC. → | RIA / FO | $47M | OROVILLE, CA | CRD 160276 |
| DAVIS CAPITAL ADVISORS, LLC → | RIA / FO | $47M | NEW YORK, NY | CRD 153496 |
| GOLDEN EAGLE CAPITAL ADVISORS, INC. → | RIA / FO | $47M | DUBAI | CRD 173811 |
| JUST FUTURES → | RIA / FO | $47M | SAN FRANCISCO, CA | CRD 327226 |
| CBF ADVISORS, LLC → | RIA / FO | $47M | NEW YORK, NY | CRD 134079 |
| CAMBRIDGE ADVISORS, LLC → | RIA / FO | $47M | WILLIAMSVILLE, NY | CRD 158928 |
| GLASSMAN WEALTH MANAGEMENT LLC → | RIA / FO | $46M | – | CRD 167463 |
| BOERUM HILL FINANCIAL ADVISORS LLC → | RIA / FO | $46M | BROOKLYN, NY | CRD 288987 |
| SEAPORT GLOBAL ADVISORS, LLC → | RIA / FO | $46M | BOSTON, MA | CRD 154287 |
| INVESTIRE LLC → | RIA / FO | $46M | BUENOS AIRES | CRD 299977 |
| INTEGRITY ADVISORY PARTNERS LLC → | RIA / FO | $46M | NEW YORK, NY | CRD 161647 |
| SPHINX INVESTMENTS LLC → | RIA / FO | $46M | – | CRD 327836 |
| INSIGHTS INVESTMENTS → | RIA / FO | $46M | PALO ALTO, CA | CRD 309727 |
| MAZE INVESTMENTS, LLC → | RIA / FO | $46M | LOS ANGELES, CA | CRD 153913 |
| HERITAGE STRATEGIC WEALTH, LLC → | RIA / FO | $46M | CARY, IL | CRD 338025 |
| UNEST ADVISERS, LLC → | RIA / FO | $46M | LARAMIE, WY | CRD 308125 |
| QUANTESSENCE CAPITAL → | RIA / FO | $45M | NEW YORK, NY | CRD 330051 |
| GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC → | RIA / FO | $45M | MIAMI, FL | CRD 326890 |
| CAPRA CREDIT MANAGEMENT, LLC → | RIA / FO | $45M | NEW YORK, NY | CRD 281736 |
| CAPRA IBEX CREDIT OPPORTUNITIES, LLC → | RIA / FO | $45M | NEW YORK, NY | CRD 332538 |
| COASTAL WEALTH MANAGEMENT → | RIA / FO | $45M | NEW YORK, NY | CRD 327867 |
| LINCOLN PARK CAPITAL LLC → | RIA / FO | $45M | OLEAN, NY | CRD 330031 |
| KING RIDGE CAPITAL ADVISORS, LLC → | RIA / FO | $45M | – | CRD 333383 |
| BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC → | RIA / FO | $45M | NEW YORK, NY | CRD 143124 |
| PUISSANCE CAPITAL MANAGEMENT LP → | RIA / FO | $45M | – | CRD 175226 |
| ELKWATER CAPITAL → | RIA / FO | $45M | NEW YORK, NY | CRD 333963 |
| NORDWAND INVESTMENTS, LLC → | RIA / FO | $45M | RADNOR, PA | CRD 323829 |
| SAVVI FINANCIAL LLC → | RIA / FO | $45M | WALTHAM, MA | CRD 169196 |
| EBCO TRUSTEE SERVICES LTD LIAB. CO. → | RIA / FO | $45M | CHIASSO, TICINO | CRD 338094 |
| FUTURE PERFECT PLANNING, LLC → | RIA / FO | $44M | – | CRD 173765 |
| INVERLOCHY CAPITAL, INC. → | RIA / FO | $44M | – | CRD 132253 |
| WINTHROP PARTNERS - WPA , LLC → | RIA / FO | $44M | BUFFALO, NY | CRD 282102 |
| THE MASS GROUP → | RIA / FO | $44M | DUBAI | CRD 330425 |
| DJ WEALTH SYSTEMS, LLC → | RIA / FO | $44M | – | CRD 299360 |
| TRANSPARENT WEALTH CONSULTING LLC → | RIA / FO | $44M | NEW YORK, NY | CRD 283193 |
| ACME CREDIT PARTNERS → | RIA / FO | $44M | NEW YORK, NY | CRD 328087 |
| ESOTERICA CAPITAL LLC → | RIA / FO | $43M | – | CRD 304570 |
| DOMAIN MONEY ADVISORS, LLC → | RIA / FO | $43M | NEW YORK, NY | CRD 316434 |
| DIRECTIONAL ADVISORS → | RIA / FO | $43M | – | CRD 311908 |
| STUYVESANT CAPITAL MANAGEMENT CORPORATION → | RIA / FO | $43M | ARMONK, NY | CRD 111998 |
| SECURE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $43M | TUCSON, AZ | CRD 141195 |
| MW INVESTMENT STRATEGY → | RIA / FO | $43M | EL DORADO HILLS, CA | CRD 118433 |
| ETERNAL CAPITAL, LLC → | RIA / FO | $43M | MIAMI, FL | CRD 333684 |
| GENERATION PMCA CORP. → | RIA / FO | $43M | TORONTO, ONTARIO | CRD 117842 |
| YORKVILLE AMERICA EQUITIES, LLC → | RIA / FO | $43M | MOUNTAINSIDE, NJ | CRD 336431 |
| LAVA WEALTH MANAGEMENT, LLC → | RIA / FO | $43M | – | CRD 167674 |
| PROSPECT CREDIT REIT ADVISOR, LLC → | RIA / FO | $43M | WEST PALM BEACH, FL | CRD 331345 |
| ALTERNATIVE ACCESS FUNDS, LLC → | RIA / FO | $43M | EL SEGUNDO, CA | CRD 305210 |
| HKW MANAGEMENT, LLC → | RIA / FO | $42M | – | CRD 333392 |
| MITCHELL VAUGHT & TAYLOR INC → | RIA / FO | $42M | CHICAGO, IL | CRD 106160 |
| ARRIVAL CAPITAL MANAGEMENT LLC → | RIA / FO | $42M | NEW YORK, NY | CRD 126547 |
| SIMPLEADVISORY LLC → | RIA / FO | $42M | GARDEN CITY, NY | CRD 334785 |
| GUIDE WEALTH MANAGEMENT → | RIA / FO | $42M | – | CRD 264788 |
| QAPITAL INVEST, LLC → | RIA / FO | $42M | NEW YORK, NY | CRD 283762 |
| FOCUS PLANNING GROUP → | RIA / FO | $42M | – | CRD 281231 |
| THE PACIFIC GROUP LIMITED → | RIA / FO | $42M | SHEUNG WAN | CRD 161424 |
| PRICAP ADVISORS LLC → | RIA / FO | $42M | NEW YORK, NY | CRD 159614 |
| MERCOR INVESTMENT GROUP → | RIA / FO | $42M | PUEBLA | CRD 310936 |
| WGS MANAGEMENT SERVICES, INC → | RIA / FO | $42M | ROCHESTER, NY | CRD 270003 |
| TABERNACLE EQUITY MANAGEMENT LLC → | RIA / FO | $42M | SOUTHLAKE, TX | CRD 336248 |
| AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. → | RIA / FO | $41M | FEDERAL WAY, WA | CRD 110117 |
| SOUND & SECURE ADVISORS LLC → | RIA / FO | $41M | – | CRD 322514 |
| WORTHINGTON CAPITAL MANAGEMENT, LLC → | RIA / FO | $41M | MEMPHIS, TN | CRD 305391 |
| NEIMAN FUNDS MANAGEMENT LLC → | RIA / FO | $41M | WILLIAMSVILLIE, NY | CRD 151749 |
| TWENTYTHREE ADVISORY → | RIA / FO | $41M | NEW YORK, NY | CRD 332537 |
| GOOSE HOLLOW CAPITAL MANAGEMENT LLC → | RIA / FO | $41M | TENAFLY, NJ | CRD 312912 |
| FRANK CAPITAL PARTNERS LLC → | RIA / FO | $41M | – | CRD 127817 |
| SENIOR FINANCIAL AND REALTY ASSOC. → | RIA / FO | $41M | – | CRD 126404 |
| MCNEILL CAPITAL, LLC → | RIA / FO | $41M | SARATOGA SPRINGS, NY | CRD 154517 |
| O'BRIEN CAPITAL MANAGEMENT, INC. → | RIA / FO | $41M | NYACK, NY | CRD 136100 |
| II TECHNOLOGY, LLC → | RIA / FO | $40M | AUSTIN, TX | CRD 282760 |
| INTERNATIONAL FINANCIAL PLANNING LLC → | RIA / FO | $40M | – | CRD 327686 |
| MAGELLAN FINANCIAL SOLUTIONS LLC → | RIA / FO | $40M | WARWICK, NY | CRD 169107 |
| LIGHTHOUSE SWISS WEALTH ADVISORS AG → | RIA / FO | $40M | ZUG | CRD 164658 |
| P3 ASSET MANAGEMENT → | RIA / FO | $40M | GIG HARBOR, WA | CRD 327327 |
| CIO CAPITAL GROUP LLC → | RIA / FO | $40M | NEW YORK, NY | CRD 336490 |
| FOUR POINTS ADVISORS, LLC → | RIA / FO | $40M | NEW YORK, NY | CRD 171720 |
| DAYS GLOBAL ADVISORS → | RIA / FO | $40M | HOUSTON, TX | CRD 324497 |
| MANHATTAN WEALTH MANAGEMENT GROUP → | RIA / FO | $40M | NEW YORK, NY | CRD 338376 |
| ARIMATHEA → | RIA / FO | $40M | FORT BRAGG, CA | CRD 330140 |
| BILL LOSEY RETIREMENT SOLUTIONS, LLC → | RIA / FO | $40M | – | CRD 140731 |
| MSRESS III MANAGER, L.L.C. → | RIA / FO | $40M | NEW YORK, NY | CRD 138602 |
| CATTON CAPITAL PARTNERS, LLC → | RIA / FO | $40M | SAN FRANCISCO, CA | CRD 339336 |
| EQUALIZE CAPITAL LLC → | RIA / FO | $40M | SAN JUAN, PR | CRD 300640 |
| BEQUEST CAPITAL LLC → | RIA / FO | $40M | SARASOTA, FL | CRD 334768 |
| IHS WEALTH MANAGEMENT LLC → | RIA / FO | $39M | OYSTER BAY, NY | CRD 329852 |
| APOLLO WEALTH MANAGEMENT, LLC → | RIA / FO | $39M | – | CRD 144673 |
| GILEAD CAPITAL LP → | RIA / FO | $39M | NEW YORK, NY | CRD 282023 |
| AMIDON & PETERSEN FINANCIALS, LLC → | RIA / FO | $39M | ALBANY, NY | CRD 143079 |
| TRUNORTH FINANCIAL LLC → | RIA / FO | $39M | – | CRD 331614 |
| PEAK WEALTH MANAGEMENT → | RIA / FO | $39M | SARATOGA SPRINGS, NY | CRD 332411 |
| NATIVE AMERICAN FUND ADVISORS LLC → | RIA / FO | $39M | TULSA, OK | CRD 108149 |
| CONNETIC VENTURES → | RIA / FO | $39M | COVINGTON, KY | CRD 329078 |
| SVN GLOBAL → | RIA / FO | $38M | SAO PAULO | CRD 329494 |
| HAWKEYE PARTNERS, LP → | RIA / FO | $38M | – | CRD 134601 |
| THE EASTRADE ASSET MANAGEMENT CORPORATION → | RIA / FO | $38M | – | CRD 124232 |
| ANTHONY CAPITAL MANAGEMENT, LLC → | RIA / FO | $38M | DE PERE, WI | CRD 312256 |