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 15901–16000 (page 160 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| DOMINARI SECURITIES LLC → | RIA / FO | $28M | NEW YORK, NY | CRD 18975 |
| DA INV → | RIA / FO | $28M | LONDON | CRD 334514 |
| DERIVATY CO → | RIA / FO | $28M | WHITE PLAINS, NY | CRD 310249 |
| EDEN ADVISORY SERVICES, LLC → | RIA / FO | $28M | ALBANY, NY | CRD 277083 |
| FANCLUB SPORTS CAPITAL → | RIA / FO | $28M | – | CRD 324765 |
| GFM ASSET MANAGEMENT LLC → | RIA / FO | $28M | WEINFELDEN | CRD 283810 |
| CQL CAPITAL MANAGEMENT → | RIA / FO | $27M | CHESTERFIELD, MO | CRD 319557 |
| ST BERNARD ASSET MANAGEMENT, INC. → | RIA / FO | $27M | RUSSELLVILLE, AR | CRD 307770 |
| MAIDSTONE WEALTH MANAGEMENT, LLC → | RIA / FO | $27M | CAMBRIDGE, NY | CRD 291873 |
| FLATIRON FUND MANAGEMENT LP → | RIA / FO | $27M | WEST PALM BEACH, FL | CRD 331871 |
| AVRIO WEALTH LLC → | RIA / FO | $27M | NEW YORK, NY | CRD 337579 |
| ROSECLIFF CAPITAL ADVISORY LLC → | RIA / FO | $27M | NEW YORK, NY | CRD 305951 |
| DORIAN EASON ASSET MANAGEMENT, LLC → | RIA / FO | $27M | MEMPHIS, TN | CRD 113724 |
| CHANAKYA CAPITAL PARTNERS IFSC LLP → | RIA / FO | $27M | GANDHINAGAR, GUJARAT | CRD 337457 |
| KRONOS WEALTH MANAGEMENT → | RIA / FO | $27M | – | CRD 281729 |
| GLOBAL LISTING ACCELERATOR → | RIA / FO | $27M | NEW YORK, NY | CRD 327603 |
| INTELLIGENT ALPHA LLC → | RIA / FO | $27M | MINNEAPOLIS, MN | CRD 332518 |
| IKOS CIF LIMITED → | RIA / FO | $27M | LIMASSOL | CRD 138839 |
| MUSEUM MILE FUNDS LLC → | RIA / FO | $27M | – | CRD 336827 |
| DDO ADVISORY SERVICES, LLC → | RIA / FO | $27M | RHINEBECK, NY | CRD 154944 |
| SAFE HARBOR ASSET MANAGEMENT, INC. → | RIA / FO | $27M | HUNTINGTON, NY | CRD 124787 |
| KARAGOSIAN FINANCIAL SERVICES, INC → | RIA / FO | $27M | CROTON ON HUDSON, NY | CRD 124532 |
| CGAM → | RIA / FO | $27M | NAPERVILLE, IL | CRD 322813 |
| PROFIT INVESTMENTS → | RIA / FO | $27M | NORTH BETHESDA, MD | CRD 110294 |
| ALTON ROAD CAPITAL, LP → | RIA / FO | $27M | VERO BEACH, FL | CRD 332521 |
| QUANTBASE → | RIA / FO | $27M | NEW YORK, NY | CRD 315414 |
| PANTHEON INFRA ADVISORS, LLC → | RIA / FO | $27M | SAN FRANCISCO, CA | CRD 335463 |
| SPRING STREET WEALTH → | RIA / FO | $26M | NEW YORK, NY | CRD 338643 |
| BEAGLE INVEST → | RIA / FO | $26M | – | CRD 315719 |
| WEALTH2B → | RIA / FO | $26M | – | CRD 331220 |
| INVESTALL, INC. → | RIA / FO | $26M | NEW YORK, NY | CRD 285955 |
| NEXADVISORS, LLC → | RIA / FO | $26M | DALLAS, TX | CRD 317477 |
| TRIAXX ASSET MANAGEMENT LLC → | RIA / FO | $26M | NEW YORK, NY | CRD 137140 |
| XCELLERANT VENTURES, LLC → | RIA / FO | $26M | SCOTTSDALE, AZ | CRD 319671 |
| BZ WEALTH ADVISORS, LLC → | RIA / FO | $26M | LITTLETON, CO | CRD 335978 |
| SIMCO FINANCIAL → | RIA / FO | $26M | CANANDAIGUA, NY | CRD 336660 |
| ELEVATE PLANNERS → | RIA / FO | $26M | – | CRD 332251 |
| DERRYRUSH WEALTH → | RIA / FO | $26M | WEST SAYVILLE, NY | CRD 338575 |
| TROWBRIDGE CAPITAL PARTNERS LLC. → | RIA / FO | $26M | – | CRD 297764 |
| MAP FUNDS MANAGEMENT, LLC → | RIA / FO | $26M | MARBLEHEAD, MA | CRD 165979 |
| FINIAT, LLC → | RIA / FO | $26M | MOUNT DORA, FL | CRD 329094 |
| BLACKSAND CAPITAL MANAGEMENT I, LLC → | RIA / FO | $25M | HONOLULU, HI | CRD 163136 |
| FRUITFUL → | RIA / FO | $25M | NEW YORK, NY | CRD 322603 |
| ALLIES CAPITAL MANAGEMENT → | RIA / FO | $25M | NEW YORK, NY | CRD 319640 |
| OAK TREE ADVISORY SERVICES INC → | RIA / FO | $25M | – | CRD 105883 |
| TALL PINES CAPITAL, LLC → | RIA / FO | $25M | OAK BROOK, IL | CRD 286089 |
| CHRISTENSEN GROUP FINANCIAL, LLC → | RIA / FO | $25M | EDEN PRAIRIE, MN | CRD 318144 |
| FUND ASSET MANAGERS → | RIA / FO | $25M | RENO, NV | CRD 315856 |
| BULLET VENTURES MANAGEMENT LTD → | RIA / FO | $24M | – | CRD 331216 |
| GUNN WEALTH MANAGEMENT LLC → | RIA / FO | $24M | – | CRD 131720 |
| GBG WEALTH MANAGEMENT LLC → | RIA / FO | $24M | LONE TREE, CO | CRD 333368 |
| LFN ADVISORS INC. → | RIA / FO | $24M | MUSKEGON, MI | CRD 169361 |
| RHIZOME CAPITAL MANAGEMENT LLC → | RIA / FO | $24M | – | CRD 317579 |
| ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. → | RIA / FO | $24M | SUGAR LAND, TX | CRD 127140 |
| PACIFIC HARBOR HOLDINGS, LIMITED → | RIA / FO | $23M | HONG KONG | CRD 164404 |
| RICHLINE CAPITAL MANAGEMENT INC. → | RIA / FO | $23M | MARKHAM, ONTARIO | CRD 337765 |
| GREENWOOD PINE PARTNERS → | RIA / FO | $23M | MEMPHIS, TN | CRD 314679 |
| ALBERT INVESTMENTS, LLC → | RIA / FO | $23M | SANTA BARBARA, CA | CRD 298006 |
| PASSIVE MANAGEMENT LLC → | RIA / FO | $23M | NEW YORK, NY | CRD 314627 |
| LEGACY CORNERSTONE WEALTH LLC → | RIA / FO | $22M | LAS VEGAS, NV | CRD 281027 |
| MOMA INTERNATIONAL → | RIA / FO | $22M | PORTO ALEGRE, RIO GRANDE DO SUL | CRD 335820 |
| BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC → | RIA / FO | $22M | MILWAUKEE, WI | CRD 269982 |
| IQVESTMENT, LLC → | RIA / FO | $22M | – | CRD 157514 |
| PRCE MANAGEMENT LLC → | RIA / FO | $22M | ALPHARETTA, GA | CRD 312533 |
| STONETREE CAPITAL ADVISORS, LLC → | RIA / FO | $22M | – | CRD 160613 |
| RM INVESTMENT STRATEGIES, LLC → | RIA / FO | $22M | GRAND RAPIDS, MI | CRD 322828 |
| DRACO EVOLUTION → | RIA / FO | $22M | TAIPEI CITY | CRD 329860 |
| K.J. HARRISON & PARTNERS (USA) INC. → | RIA / FO | $22M | TORONTO, ON | CRD 282353 |
| INNOVATION PARTNERS LLC → | RIA / FO | $22M | CHARLOTTE, NC | CRD 146344 |
| EMERALD SEPARATE ACCOUNT MANAGEMENT LLC → | RIA / FO | $21M | LEOLA, PA | CRD 150202 |
| PARCO WEALTH MANAGEMENT LLC → | RIA / FO | $21M | – | CRD 306826 |
| RCP ADVISORS, LLC → | RIA / FO | $21M | CHICAGO, IL | CRD 119813 |
| CHILDFREE WEALTH → | RIA / FO | $21M | – | CRD 316489 |
| GLASS RETIREMENT STRATEGIES, INC. → | RIA / FO | $20M | WEST BLOOMFIELD, MI | CRD 172610 |
| BP CAPITAL FUND ADVISORS, LLC → | RIA / FO | $20M | – | CRD 168476 |
| FINANCIAL PLANNING SERVICES, INC. → | RIA / FO | $20M | FORT LAUDERDALE, FL | CRD 311146 |
| TAYLOR FRIGON FAMILY OFFICE, LLC → | RIA / FO | $20M | SCOTTSDALE, AZ | CRD 323249 |
| CNL FUND ADVISORS II, LLC → | RIA / FO | $20M | ORLANDO, FL | CRD 174178 |
| GMS GROUP → | RIA / FO | $20M | EAST HANOVER, NJ | CRD 8000 |
| ICON FINANCIAL SERVICES LLC → | RIA / FO | $20M | PORTLAND, OR | CRD 306816 |
| HODGE FINANCIAL SERVICES, LLC → | RIA / FO | $20M | – | CRD 127213 |
| ROBINSON INVESTMENT GROUP INC → | RIA / FO | $20M | – | CRD 107454 |
| ALPHA GROWTH MANAGEMENT LLC → | RIA / FO | $20M | DELRAY BEACH, FL | CRD 316760 |
| BRENDAN WOOD TOPGUN PARTNERSHIPS INC. → | RIA / FO | $20M | TORONTO | CRD 327874 |
| MARNOA PRIVATE WEALTH COUNSEL LTD. → | RIA / FO | $19M | WATERLOO,ONTARIO | CRD 332639 |
| RAINWATER EQUITY LLC → | RIA / FO | $19M | – | CRD 333696 |
| CUBETECH CAPITAL, LLC → | RIA / FO | $19M | NEW TERRITORIES | CRD 284475 |
| RYAN HERITAGE, LLP → | RIA / FO | $19M | SADDLE BROOK, NJ | CRD 317097 |
| PUBLIC ADVISORS LLC → | RIA / FO | $19M | NEW YORK, NY | CRD 318234 |
| KAHN BROTHERS ASSET MANAGEMENT CORP → | RIA / FO | $18M | NEW YORK, NY | CRD 105620 |
| FIDELIS CAPITAL, LLC → | RIA / FO | $18M | BIRMINGHAM, AL | CRD 141341 |
| CUMBERLAND HILL CAPITAL MANAGEMENT LLC → | RIA / FO | $18M | DALLAS, TX | CRD 142227 |
| ETF MODEL SOLUTIONS, LLC → | RIA / FO | $18M | APPLETON, WI | CRD 168410 |
| RAPID SCALE LLC → | RIA / FO | $18M | – | CRD 318269 |
| PUBLIC SAFETY FINANCIAL/GALLOWAY → | RIA / FO | $18M | MESA, AZ | CRD 141091 |
| BLOOM INVESTMENT ADVISORS, LLC → | RIA / FO | $18M | SAN FRANCISCO, CA | CRD 317405 |
| ARCHWAY PRIVATE WEALTH LLC → | RIA / FO | $17M | MANCHESTER | CRD 288578 |
| FIRST GLOBAL → | RIA / FO | $17M | NORTH HARROW, MIDDX | CRD 312469 |
| ATLAS CAPITAL → | RIA / FO | $17M | – | CRD 326724 |
| PRECIDIAN FUNDS LLC → | RIA / FO | $17M | NEWTOWN, PA | CRD 156974 |