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 15801–15900 (page 159 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CLEARVIEW FINANCIAL PLANNING, INC. → | RIA / FO | $38M | SOUTHOLD, NY | CRD 291834 |
| ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP → | RIA / FO | $38M | NEW YORK, NY | CRD 325768 |
| HERON FINANCE → | RIA / FO | $38M | SAN FRANCISCO, CA | CRD 327608 |
| PARAMOUNT WEALTH ADVISORS → | RIA / FO | $38M | BUFFALO, NY | CRD 312399 |
| VOLUMETRIC ADVISERS → | RIA / FO | $38M | – | CRD 107351 |
| HERMITAGE WEALTH → | RIA / FO | $38M | RICHMOND, VA | CRD 333235 |
| ACRUENCE CAPITAL, LLC → | RIA / FO | $37M | DALLAS, TX | CRD 305482 |
| PALLADIUM HERITAGE MANAGEMENT, LLC → | RIA / FO | $37M | NEW YORK, NY | CRD 321623 |
| SELECT INVESTMENT SOLUTIONS, LLC → | RIA / FO | $37M | WASHINGTON, DC | CRD 318820 |
| DISCIPLINED ALPHA LLC → | RIA / FO | $37M | BOSTON, MA | CRD 167254 |
| MAJORITY ASSET MANAGEMENT, INC. → | RIA / FO | $37M | – | CRD 110891 |
| DARK HORSE WEALTH LLC → | RIA / FO | $37M | CAZENOVIA, NY | CRD 159999 |
| GEMCORP CAPITAL ADVISORS LLC → | RIA / FO | $37M | NEW YORK, NY | CRD 329386 |
| MALT PARTNERS MANAGEMENT LLC → | RIA / FO | $36M | NASHVILLE, TN | CRD 337855 |
| STONE RIDGE ADVISORS → | RIA / FO | $36M | – | CRD 327875 |
| CONCOURSE CAPITAL ADVISORS, LLC → | RIA / FO | $36M | ATLANTA, GA | CRD 336424 |
| BERTOLET CAPITAL LLC → | RIA / FO | $36M | NEW YORK, NY | CRD 125121 |
| B3 WEALTH STRATEGIES → | RIA / FO | $36M | BELLEVUE, WA | CRD 300689 |
| GURUFOCUS INVESTMENTS, LLC → | RIA / FO | $36M | PLANO, TX | CRD 316414 |
| EUDAIMONIA WEALTH → | RIA / FO | $36M | BUFFALO, NY | CRD 305431 |
| RABENOLD ADVISORS, INC. → | RIA / FO | $36M | WILLIAMSVILLE, NY | CRD 283882 |
| MOHAWK CAPITAL ADVISORS, LLC → | RIA / FO | $36M | – | CRD 172304 |
| PALM SPRINGS ADVISORY LLC → | RIA / FO | $36M | – | CRD 289398 |
| TAG ASSOCIATES FLORIDA LLC → | RIA / FO | $35M | NEW YORK, NY | CRD 325292 |
| SUPREME ALLIANCE LLC → | RIA / FO | $35M | – | CRD 45348 |
| GRAND SLAM ASSET MANAGEMENT, LLC → | RIA / FO | $35M | ENGLEWOOD CLIFFS, NJ | CRD 161122 |
| LEATHERBACK ASSET MANAGEMENT, LLC → | RIA / FO | $35M | PALM BEACH GARDENS, FL | CRD 310252 |
| TALOMON CAPITAL LIMITED → | RIA / FO | $35M | LONDON | CRD 291835 |
| WEALTHNEST CAPITAL INC. → | RIA / FO | $35M | STATEN ISLAND, NY | CRD 281725 |
| BERENBERG ASSET MANAGEMENT LLC → | RIA / FO | $35M | NEW YORK, NY | CRD 171274 |
| GRENDA GROUP → | RIA / FO | $35M | BUFFALO, NY | CRD 170241 |
| ORIGIN INVESTMENT ADVISORY LLC → | RIA / FO | $35M | – | CRD 305353 |
| WEALTH MANAGEMENT GROUP AG → | RIA / FO | $35M | ZURICH | CRD 335036 |
| EMPOWER PRIVATE WEALTH → | RIA / FO | $35M | NEW YORK, NY | CRD 331529 |
| TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC → | RIA / FO | $34M | INDIANAPOLIS, IN | CRD 329218 |
| GAVLTD INTERNATIONAL CORPORATION → | RIA / FO | $34M | EL PASO, TX | CRD 314687 |
| WESTCHESTER CAPITAL PARTNERS, LLC → | RIA / FO | $34M | VALHALLA, NY | CRD 135955 |
| WRONA INVESTMENT MANAGEMENT, LLC → | RIA / FO | $34M | – | CRD 306791 |
| TELSEY CONSUMER FUND MANAGEMENT LP → | RIA / FO | $34M | NEW YORK, NY | CRD 312514 |
| GKFO, LLC → | RIA / FO | $34M | W. CONSHOHOCKEN, PA | CRD 151138 |
| BENJAMIN SECURITIES, INC. → | RIA / FO | $34M | ALBANY, NY | CRD 7754 |
| R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. → | RIA / FO | $34M | SUNNY ISLES BEACH, FL | CRD 137788 |
| GULFSTREAM ASSET MANAGEMENT → | RIA / FO | $33M | – | CRD 330914 |
| MITTLEMAN VALUE PARTNERS LLC → | RIA / FO | $33M | – | CRD 327006 |
| EVESTIA FINANCIAL → | RIA / FO | $33M | – | CRD 313074 |
| VIRIDIAN CAPITAL → | RIA / FO | $33M | PURCHASE, NY | CRD 337301 |
| ACQUIRERS FUNDS, LLC → | RIA / FO | $33M | ROLLING HILLS, CA | CRD 298309 |
| LEO WEALTH MANAGEMENT, LLC → | RIA / FO | $33M | STATEN ISLAND, NY | CRD 337537 |
| SOLOMAN HILL I LLC → | RIA / FO | $33M | – | CRD 282237 |
| SARMAYA PARTNERS, LLC → | RIA / FO | $33M | SAN ANTONIO, TX | CRD 330100 |
| ARCA CAPITAL MANAGEMENT → | RIA / FO | $33M | MARINA DEL REY, CA | CRD 305964 |
| SAGE TREE WEALTH → | RIA / FO | $33M | FAIRPORT, NY | CRD 298951 |
| LUNIN-PACK PLANNING AND ADVICE, LLC → | RIA / FO | $32M | COLD SPRING, NY | CRD 334066 |
| DJA CAPITAL MANAGEMENT, LP → | RIA / FO | $32M | NEW YORK, NY | CRD 332825 |
| MAVROS CAPITAL MANAGEMENT, LLC → | RIA / FO | $32M | NEW YORK, NY | CRD 327785 |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. → | RIA / FO | $32M | OMAHA, NE | CRD 611 |
| TRUE ABUNDANCE ADVISORS → | RIA / FO | $32M | – | CRD 283860 |
| VARIANT PERCEPTION → | RIA / FO | $32M | CHARLOTTE, NC | CRD 334510 |
| NEO-CRITERION CAPITAL LIMITED → | RIA / FO | $32M | HONG KONG | CRD 282377 |
| CAMBRIDGE WEALTH MANAGEMENT, LLC → | RIA / FO | $32M | CAMBRIDGE, NY | CRD 172938 |
| PROSPECT ENHANCED YIELD MANAGEMENT, LLC → | RIA / FO | $32M | WEST PALM BEACH, FL | CRD 335748 |
| AMERICAN FINANCIAL MANAGEMENT, LTD. → | RIA / FO | $32M | OWINGS MILLS, MD | CRD 111016 |
| PATTERSON PARTNERS LTD. → | RIA / FO | $31M | HAMILTON | CRD 305859 |
| KENMAR PREFERRED INVESTMENTS, LLC → | RIA / FO | $31M | NEW YORK, NY | CRD 226658 |
| TVV ADVISERS, LLC → | RIA / FO | $31M | PLEASANTON, CA | CRD 322542 |
| FIRST STEP WEALTH PLANNING → | RIA / FO | $31M | – | CRD 317527 |
| WHIPPOORWILL ASSOCIATES INC → | RIA / FO | $31M | WHITE PLAINS, NY | CRD 107497 |
| MCA CROSS BORDER ADVISORS INC. → | RIA / FO | $31M | MONTREAL | CRD 168125 |
| BRIGHTSTONE CAPITAL MANAGEMENT, LLC → | RIA / FO | $31M | ST. CLAIR, PORT OF SPAIN | CRD 289405 |
| TIFIN GIVE → | RIA / FO | $31M | BOULDER, CO | CRD 313261 |
| MANIKAY PARTNERS → | RIA / FO | $31M | NEW YORK, NY | CRD 157272 |
| ZERO DAY CAPITAL ENTERPRISES LLC → | RIA / FO | $31M | – | CRD 331228 |
| WHARTON WEALTH PLANNING, LLC → | RIA / FO | $31M | NEW YORK, NY | CRD 319716 |
| OLD FIELD ADVISORS LLC → | RIA / FO | $31M | – | CRD 134519 |
| UNFCU ADVISORS LLC → | RIA / FO | $30M | LONG ISLAND CITY, NY | CRD 136572 |
| FIRETHORN PARTNERS, LLC → | RIA / FO | $30M | VANCOUVER, BC | CRD 288935 |
| DMLO WEALTH PLANNING, LLC → | RIA / FO | $30M | LOUISVILLE, KY | CRD 316202 |
| ALPHYN CAPITAL MANAGEMENT LLC → | RIA / FO | $30M | HICKSVILLE, NY | CRD 304390 |
| PARROT FINANCE, INC. → | RIA / FO | $30M | – | CRD 338169 |
| NO OTHER PRIMARY BUSINESS NAME → | RIA / FO | $30M | – | CRD 120371 |
| OCTAVEWEALTH → | RIA / FO | $30M | SAN FRANCISCO, CA | CRD 170975 |
| EMERGE CAPITAL MANAGEMENT → | RIA / FO | $30M | BUFFALO, NY | CRD 284581 |
| CASTFIRM ADVISORS LLC → | RIA / FO | $30M | GARDEN CITY, NY | CRD 327519 |
| LOTUS INVESTMENT ADVISORS → | RIA / FO | $30M | RYE, NY | CRD 172638 |
| OLD BELLOWS PARTNERS L.P. → | RIA / FO | $30M | NEW YORK, NY | CRD 157569 |
| SENECA PRIVATE WEALTH, LLC → | RIA / FO | $30M | LOS ANGELES, CA | CRD 334161 |
| PORT CAPITAL MANAGEMENT → | RIA / FO | $30M | MASSAPEQUA, NY | CRD 330252 |
| METIS CAPITAL MANAGEMENT LLC → | RIA / FO | $30M | – | CRD 133198 |
| EMSTONE ADVISERS, LLC → | RIA / FO | $29M | LEOLA, PA | CRD 139061 |
| S. WILLIAMS CAPITAL, LLC → | RIA / FO | $29M | NEW YORK, NY | CRD 173204 |
| BUNKER → | RIA / FO | $29M | SAN FRANCISCO, CA | CRD 319690 |
| GOLDSTONE PORTFOLIOS INCORPORATED → | RIA / FO | $29M | – | CRD 127162 |
| GLOBAL BETA ADVISORS → | RIA / FO | $29M | WEST CHESTER, PA | CRD 298176 |
| M3SIXTY CAPITAL, LLC → | RIA / FO | $29M | FAIRWAY, KS | CRD 323764 |
| SCHOOL OF PERSONAL FINANCE → | RIA / FO | $29M | – | CRD 307332 |
| ARDINALL INVESTMENT MANAGEMENT LP → | RIA / FO | $29M | NEW YORK, NY | CRD 298114 |
| GORDIAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $28M | MILL VALLEY, CA | CRD 337799 |
| CLEVERALPHA → | RIA / FO | $28M | HAWTHORNE, CA | CRD 301620 |
| MOUNT MURRAY INVESTMENT INC. → | RIA / FO | $28M | MONTREAL, QUEBEC | CRD 322643 |
| SIP FINANCIAL SERVICES → | RIA / FO | $28M | GLENVILLE, NY | CRD 144985 |