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 16001–16100 (page 161 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| HIGHGATE GROUP USA INC. → | RIA / FO | $17M | MONTREAL, QUEBEC | CRD 333217 |
| URSA FINANCIAL, LLC → | RIA / FO | $17M | – | CRD 306491 |
| HUNTER PRIVATE CAPITAL ADVISORS, LLC → | RIA / FO | $16M | PITTSBURGH, PA | CRD 333651 |
| SVOF/MM, LLC → | RIA / FO | $16M | SANTA MONICA, CA | CRD 132205 |
| C4M GLOBAL ADVISORS LLC → | RIA / FO | $16M | ARLINGTON, VA | CRD 326942 |
| FAMA RE.CAPITAL LTDA → | RIA / FO | $16M | SAO PAULO | CRD 148198 |
| RIVERWALK CAPITAL PARTNERS, LLC → | RIA / FO | $16M | CHICAGO, IL | CRD 328320 |
| SWEATER INDUSTRIES LLC → | RIA / FO | $16M | BOULDER, CO | CRD 317749 |
| CASHMERE → | RIA / FO | $16M | – | CRD 332280 |
| STERLING FINANCIAL GROUP, INC. → | RIA / FO | $16M | PASADENA, CA | CRD 300327 |
| NEXTGEN EMP → | RIA / FO | $16M | – | CRD 333721 |
| APERTURE ADVISORS LLC → | RIA / FO | $16M | – | CRD 327627 |
| ATWOOD FINANCIAL PLANNING LLC → | RIA / FO | $16M | – | CRD 288941 |
| MGH ASSET MANAGEMENT → | RIA / FO | $16M | WELLINGTON | CRD 139254 |
| SPP CREDIT ADVISORS LLC → | RIA / FO | $15M | NEW YORK, NY | CRD 314442 |
| CATERER GOODMAN PARTNERS LTD → | RIA / FO | $15M | – | CRD 314975 |
| OT ADVISORS LLC → | RIA / FO | $15M | BOCA RATON, FL | CRD 328812 |
| AMS CHILDREN'S FUND, LP → | RIA / FO | $15M | – | CRD 164111 |
| PRINCIPLED ADVISORS, INC. → | RIA / FO | $15M | – | CRD 323468 |
| LGM CAPITAL MANAGEMENT LLC → | RIA / FO | $15M | PHOENIX, AZ | CRD 283872 |
| CLASS VI VENTURES, LLC → | RIA / FO | $15M | DENVER, CO | CRD 328904 |
| BEANSTOX → | RIA / FO | $15M | MONTREAL, QUEBEC | CRD 291957 |
| FWG INVESTMENT MANAGEMENT → | RIA / FO | $14M | WINTER PARK, FL | CRD 322394 |
| NETWORTH CAPITAL → | RIA / FO | $14M | MEXICO CITY | CRD 326911 |
| GINKGO GLOBAL LIMITED → | RIA / FO | $14M | SHANGHAI | CRD 286631 |
| HOLISTIC FINANCE LLC → | RIA / FO | $14M | – | CRD 335108 |
| EARLYBIRD CENTRAL INC. → | RIA / FO | $14M | – | CRD 307201 |
| OMEGA ADVISERS, LLC. → | RIA / FO | $14M | – | CRD 291076 |
| HONEYTREE INVESTMENT MANAGEMENT → | RIA / FO | $14M | – | CRD 313415 |
| OVERSEAS CAPITAL MANAGEMENT LLC → | RIA / FO | $14M | JING AN DISTRICT, SHANGHAI | CRD 318243 |
| HARMONIC CAPITAL, LLC → | RIA / FO | $13M | – | CRD 335516 |
| SOUTH OCEAN MANAGEMENT LTD. → | RIA / FO | $13M | WANCHAI | CRD 111180 |
| SPARX ASIA INVESTMENT ADVISORS LIMITED → | RIA / FO | $13M | WANCHAI | CRD 139172 |
| PEO PARTNERS, LLC → | RIA / FO | $13M | NEW YORK, NY | CRD 311201 |
| JRB CAPITAL MANAGEMENT → | RIA / FO | $13M | STEAMBOAT SPRINGS, CO | CRD 301036 |
| ARGOS GLOBAL ADVISORS, LLC → | RIA / FO | $13M | SANTA BARBARA, CA | CRD 287672 |
| ARÈNE CAPITAL MANAGEMENT LP → | RIA / FO | $13M | NEW YORK, NY | CRD 337916 |
| PRIVATE CAPITAL ASSET MANAGEMENT LLC → | RIA / FO | $13M | DARIEN, CT | CRD 317930 |
| D.A.C. DAVIS INVESTMENT COUNSEL, INC. → | RIA / FO | $13M | TORONTO, ONTARIO | CRD 107015 |
| KEELEY-TETON ADVISORS, LLC → | RIA / FO | $13M | CHICAGO, IL | CRD 286297 |
| IVY INVEST CORPORATION → | RIA / FO | $13M | SAN FRANCISCO, CA | CRD 328122 |
| NEW WEST ASSET MANAGEMENT → | RIA / FO | $13M | – | CRD 335727 |
| LOBNEK WEALTH MANAGEMENT INC. → | RIA / FO | $12M | GENEVA | CRD 284024 |
| MONEYLION → | RIA / FO | $12M | NEW YORK, NY | CRD 289521 |
| TRIPACIFIC CAPITAL ADVISORS, LLC → | RIA / FO | $12M | IRVINE, CA | CRD 142121 |
| FUNDAMENTAL INVESTMENT SERVICES, LLC → | RIA / FO | $12M | – | CRD 330232 |
| LENDINGROBOT → | RIA / FO | $12M | – | CRD 169878 |
| PALOS MANAGEMENT INC. → | RIA / FO | $12M | MONTREAL, QUEBEC | CRD 304309 |
| MKAM ETF LLC → | RIA / FO | $12M | LAS VEGAS, NV | CRD 324607 |
| VALUE TREND CAPITAL MANAGEMENT LP → | RIA / FO | $12M | EL CAJON, CA | CRD 108716 |
| BALANCE CASH MANAGEMENT INC. → | RIA / FO | $12M | SAN FRANCISCO, CA | CRD 333867 |
| DIRECTIONAL FINANCIAL SERVICES → | RIA / FO | $11M | SEATTLE, WA | CRD 171903 |
| NORTHFRONT FINANCIAL USA INC → | RIA / FO | $11M | CALGARY, ALBERTA | CRD 301105 |
| ADVISORS CRYPTO, INC. → | RIA / FO | $11M | AUSTIN, TX | CRD 109201 |
| BANCREEK CAPITAL STRATEGIES, LLC → | RIA / FO | $11M | SANTA MONICA, CA | CRD 341539 |
| ADVANCED ADVISOR GROUP, LLC → | RIA / FO | $11M | CAMBRIDGE, MN | CRD 140393 |
| ALPHA BLUE CAPITAL → | RIA / FO | $11M | – | CRD 328350 |
| KEEL CAPITAL AB → | RIA / FO | $11M | STOCKHOLM | CRD 283825 |
| HIGHLINE ASSET MANAGEMENT, LLC → | RIA / FO | $11M | SHERMAN OAKS, CA | CRD 332483 |
| GRAVITY CAPITAL PARTNERS, LLC → | RIA / FO | $11M | – | CRD 154006 |
| EVERKEY FINANCIAL LLC → | RIA / FO | $11M | KATY, TX | CRD 325189 |
| VOLT EQUITY LLC → | RIA / FO | $10M | SAN FRANCISCO, CA | CRD 310402 |
| TRUSTEE EMPOWERMENT & PROTECTION, INC. → | RIA / FO | $10M | TROY, MI | CRD 108249 |
| ARMADA ETFS → | RIA / FO | $10M | NOVI, MI | CRD 317979 |
| PARVIN FUND MANAGEMENT → | RIA / FO | $10M | SIOUX FALLS, SD | CRD 311304 |
| CORGI STRATEGIES, LLC → | RIA / FO | $10M | SAN FRANCISCO, CA | CRD 337985 |
| WEBS INVESTMENTS INC. → | RIA / FO | $10M | – | CRD 333355 |
| PREMIUM 72 CAPITAL → | RIA / FO | $10M | – | CRD 284519 |
| TINDERWEALTH → | RIA / FO | $10M | – | CRD 323931 |
| TYPHON ADVISORS, LLC → | RIA / FO | $10M | MIAMI BEACH, FL | CRD 339537 |
| PALADIN CAPITAL → | RIA / FO | $10M | ARDEN HILLS, MN | CRD 288037 |
| EMPIRIC INSTITUTIONAL → | RIA / FO | $10M | AUSTIN, TX | CRD 164683 |
| HDI CAPITAL LLC → | RIA / FO | $10M | – | CRD 277119 |
| E. MAGNUS OPPENHEIM & CO. INC. → | RIA / FO | $10M | NEW YORK, NY | CRD 14268 |
| NAVALFA ACTIVOS ALTERNATIVOS → | RIA / FO | $9M | MEXICO CITY | CRD 166898 |
| VIRGO DIGITAL ASSET MANAGEMENT INC. → | RIA / FO | $9M | NORTH YORK | CRD 335668 |
| EMERALD RESEARCH CORP. → | RIA / FO | $9M | – | CRD 113918 |
| WAYZATA INVESTMENT PARTNERS LLC → | RIA / FO | $9M | WAYZATA, MN | CRD 132046 |
| FBL WEALTH MANAGEMENT, LLC → | RIA / FO | $9M | WEST DES MOINES, IA | CRD 291396 |
| HARBOURFRONT WEALTH AMERICA INC. → | RIA / FO | $9M | VANCOUVER | CRD 306941 |
| PECUSAVVY FINANCIAL → | RIA / FO | $9M | EL PASO, TX | CRD 339768 |
| BENJAMINS MONEY → | RIA / FO | $9M | MCLEAN, VA | CRD 328273 |
| CONCREIT FUND MANAGEMENT LLC → | RIA / FO | $9M | SEATTLE, WA | CRD 310737 |
| J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. → | RIA / FO | $9M | NEW YORK, NY | CRD 335439 |
| BLUEVINE ADVISORY LLC → | RIA / FO | $9M | JERSEY CITY, NJ | CRD 326599 |
| XY INVESTMENTS → | RIA / FO | $9M | HONG KONG | CRD 306443 |
| CBIZ RETIREMENT PLAN ADVISORY SERVICES → | RIA / FO | $9M | CLEVELAND, OH | CRD 16678 |
| MRWM CAPITAL MANAGEMENT, LLC → | RIA / FO | $9M | NASHVILLE, TN | CRD 336384 |
| MAKE THE MEMORY FINANCIAL PLANNING → | RIA / FO | $9M | – | CRD 331666 |
| KHAVEEN INVESTMENTS → | RIA / FO | $9M | KUALA LUMPUR, WILAYAH PERSEKETUAN | CRD 333688 |
| TINICUM VENTURE PARTNERS LLC → | RIA / FO | $9M | NEW YORK, NY | CRD 321701 |
| BRIMSTONE ASSET MANAGEMENT COMPANY LIMITED → | RIA / FO | $8M | HONG KONG | CRD 313244 |
| MATTERHORN INVESTMENT MANAGEMENT LLP → | RIA / FO | $8M | LONDON | CRD 139221 |
| M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC → | RIA / FO | $8M | NEW YORK, NY | CRD 124506 |
| U.S. CHERRY LLC → | RIA / FO | $8M | ST. PETERSBURG, FL | CRD 311564 |
| CASTLEARK ALTERNATIVES, LLC → | RIA / FO | $8M | CHICAGO, IL | CRD 288893 |
| COX CAPITAL MANAGEMENT → | RIA / FO | $8M | SÃO PAULO | CRD 154897 |
| MASTERWORKS ADVISERS, LLC → | RIA / FO | $8M | NEW YORK, NY | CRD 324239 |
| ALPHA-LAB ASSET MANAGEMENT INC. → | RIA / FO | $8M | – | CRD 327388 |
| E. AGUSTONI, GOLDEN EAGLE SERVICES → | RIA / FO | $8M | URDORF | CRD 169306 |