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 16101–16200 (page 162 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BLUE OCEAN INVESTMENT PARTNERS → | RIA / FO | $8M | – | CRD 297769 |
| ALPHABIT INVESTMENTS, LLC → | RIA / FO | $8M | FOREST CITY, IA | CRD 334827 |
| CHANNEL INVESTMENT PARTNERS → | RIA / FO | $8M | – | CRD 308031 |
| BREACHER CAPITAL ADVISORS, LLC → | RIA / FO | $8M | STAMFORD, CT | CRD 307943 |
| STONECASTLE ASSET MANAGEMENT, LLC → | RIA / FO | $8M | NEW YORK, NY | CRD 166252 |
| ACCESS SOFTEK ADVISORY SERVICES → | RIA / FO | $7M | NAPERVILLE, IL | CRD 299800 |
| COASTAL EQUITY MANAGEMENT, LLC → | RIA / FO | $7M | PENSACOLA, FL | CRD 331518 |
| GLOBAL AUTOTRADING → | RIA / FO | $7M | – | CRD 143231 |
| CORNERSTONE ADVISORS LLC → | RIA / FO | $7M | FAYETTEVILLE, AR | CRD 325163 |
| MATTERHORN INVESTMENT MANAGEMENT (ASIA) LIMITED → | RIA / FO | $7M | HONG KONG | CRD 161891 |
| UNITY WEALTH PARTNERS → | RIA / FO | $7M | NEWPORT BEACH, CA | CRD 316222 |
| BERLIN WEALTH GROUP ADVISORS → | RIA / FO | $7M | COLONIA GRANADA, MEXICO CITY | CRD 330370 |
| GRAY LION CAPITAL → | RIA / FO | $7M | – | CRD 338776 |
| HYPATIA CAPITAL MANAGEMENT LLC → | RIA / FO | $7M | NEW YORK, NY | CRD 311411 |
| OUTERLANDS CAPITAL MANAGEMENT, LLC → | RIA / FO | $7M | NEW YORK, NY | CRD 327602 |
| CALTIER ADVISORS, LLC → | RIA / FO | $7M | POWAY, CA | CRD 317263 |
| AXXES ADVISORS I LLC → | RIA / FO | $7M | CORAL GABLES, FL | CRD 332460 |
| ACORN ASSET MANAGEMENT LLC → | RIA / FO | $7M | PRINCETON, NJ | CRD 340572 |
| CT INVESTMENT MANAGEMENT CO., LLC → | RIA / FO | $7M | NEW YORK, NY | CRD 160080 |
| NEWDAY → | RIA / FO | $7M | SOUTHBURY, CT | CRD 174758 |
| WEALTHJAR INVESTMENT ADVISORY, LLC → | RIA / FO | $6M | HONOLULU, HI | CRD 288484 |
| ASPIRE WEALTH ADVISORY GROUP, LLC → | RIA / FO | $6M | NEW YORK, NY | CRD 338618 |
| LIONSHARES LLC → | RIA / FO | $6M | BROOKLYN, NY | CRD 335459 |
| MARKETOCRACY CAPITAL MANAGEMENT LLC → | RIA / FO | $6M | – | CRD 109168 |
| BLUE SKY WEALTH PARTNERS, LLC → | RIA / FO | $6M | – | CRD 315110 |
| SAUBERAN & COMPANY, LLC → | RIA / FO | $6M | LOCKPORT, NY | CRD 106317 |
| CYNOSURE PORTFOLIO ADVISORS LLC → | RIA / FO | $6M | SALT LAKE CITY, UT | CRD 337747 |
| OAKHURST CAPITAL ADVISORS, LLC → | RIA / FO | $6M | WASHINGTON, DC | CRD 311802 |
| ST. LOUIS FINANCIAL PLANNERS INC. → | RIA / FO | $6M | CHESTERFIELD, MO | CRD 105511 |
| REVOLUT WEALTH INC. → | RIA / FO | $6M | NEW YORK, NY | CRD 322894 |
| KINGSBARN CAPITAL MANAGEMENT → | RIA / FO | $6M | LAS VEGAS, NV | CRD 316562 |
| PRECEPT MANAGEMENT, LLC → | RIA / FO | $5M | DALLAS, TX | CRD 114671 |
| HAVEN CAPITAL ADVISORS, LLC → | RIA / FO | $5M | CHARLOTTE, NC | CRD 338419 |
| DISTRIBUTION COGNIZANT, LLC → | RIA / FO | $5M | PALO ALTO, CA | CRD 322048 |
| SANJAC ALPHA LP → | RIA / FO | $5M | HOUSTON, TX | CRD 329302 |
| W&S ADVISORY SERVICES, LLC → | RIA / FO | $5M | CINCINNATI, OH | CRD 334683 |
| ALPHAAI CAPITAL MANAGEMENT → | RIA / FO | $5M | – | CRD 316128 |
| TCG STRATEGIC INCOME ADVISOR LLC → | RIA / FO | $5M | WEST PALM BEACH, FL | CRD 336718 |
| UMB FINANCIAL SERVICES, INC. → | RIA / FO | $5M | KANSAS CITY, MO | CRD 17073 |
| DIOSCURI CAPITAL MANAGEMENT LLC → | RIA / FO | $5M | – | CRD 170788 |
| MAGNUM RESEARCH GLOBAL LIMITED → | RIA / FO | $5M | HONG KONG | CRD 291667 |
| QUANTCORE CAPITAL MANAGEMENT, LLC → | RIA / FO | $5M | – | CRD 166321 |
| GUEPARDO INVESTIMENTOS LTDA → | RIA / FO | $5M | SÃO PAULO,SP | CRD 340061 |
| GRIZZLE INVESTMENT MANAGEMENT LLC → | RIA / FO | $5M | – | CRD 317242 |
| STREETBEAT LLC → | RIA / FO | $5M | WILMINGTON, DE | CRD 315893 |
| REDMONT WEALTH → | RIA / FO | $5M | CHICAGO, IL | CRD 310981 |
| COLOMB INVESTMENT MANAGEMENT COMPANY, LLC → | RIA / FO | $5M | METAIRIE, LA | CRD 140088 |
| PROSPERA FUNDS, INC. → | RIA / FO | $5M | ISLE OF PALMS, SC | CRD 331765 |
| MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC → | RIA / FO | $5M | NORTHVILLE, MI | CRD 314667 |
| BERILIUM → | RIA / FO | $4M | LAKE FOREST, CA | CRD 327058 |
| CYSTEIN → | RIA / FO | $4M | – | CRD 290365 |
| CLARIVOR → | RIA / FO | $4M | – | CRD 309994 |
| ADLER ASSET MANAGEMENT, LLC → | RIA / FO | $4M | NEW YORK, NY | CRD 293512 |
| 21SHARES US LLC → | RIA / FO | $4M | NEW YORK, NY | CRD 328136 |
| TRADINGVALLEY INC. → | RIA / FO | $4M | TAIPEI | CRD 298542 |
| OAK CREEK PRIVATE WEALTH MANAGEMENT LLC → | RIA / FO | $4M | TULSA, OK | CRD 306851 |
| CHRISTMAS CORPORATION → | RIA / FO | $4M | – | CRD 282245 |
| UP FINANCIAL USA INC. → | RIA / FO | $4M | CALGARY, ALBERTA | CRD 326602 |
| SELECTIVE ADVISORS → | RIA / FO | $4M | BUCHAREST | CRD 164589 |
| FINVEST → | RIA / FO | $4M | SAN FRANCISCO, CA | CRD 329172 |
| IFPS → | RIA / FO | $4M | HEIDELBERG | CRD 17935 |
| PENSIONBEE → | RIA / FO | $4M | LONDON | CRD 331741 |
| LANGAR INVESTMENT MANAGEMENT → | RIA / FO | $4M | – | CRD 323433 |
| META INVESTMENT MANAGEMENT COMPANY LLC → | RIA / FO | $4M | BROOKLYN, NY | CRD 312540 |
| SIGNIFICANCE CAPITAL MANAGEMENT LLC → | RIA / FO | $4M | MILWAUKEE, WI | CRD 331940 |
| FORESTER CAPITAL MANAGEMENT LTD → | RIA / FO | $4M | LIBERTYVILLE, IL | CRD 109474 |
| SAVE ADVISERS LLC → | RIA / FO | $4M | HOUSTON, TX | CRD 306053 |
| ORIGEM INTERNATIONAL ADVISORY LLC → | RIA / FO | $3M | PORTO ALEGRE, RIO GRANDE DO SUL | CRD 333738 |
| KIN STEWARDS LLC → | RIA / FO | $3M | – | CRD 340120 |
| XANTOS LABS, LLC → | RIA / FO | $3M | – | CRD 302005 |
| WEALTHFACE LLC → | RIA / FO | $3M | AL MARYAH ISLAND, ABU DHABI | CRD 298984 |
| INVEX NEXT, LLC → | RIA / FO | $3M | CORAL GABLES, FL | CRD 328201 |
| MSA POWER FUNDS LLC → | RIA / FO | $3M | NEW YORK, NY | CRD 326791 |
| FINITE MANAGEMENT, LLC → | RIA / FO | $3M | SANTA MONICA, CA | CRD 314875 |
| FOUNDER ETFS LLC → | RIA / FO | $3M | DALLAS, TX | CRD 335174 |
| GOLDEN JADE CAPITAL MANAGEMENT, LLC → | RIA / FO | $3M | – | CRD 167923 |
| MARSTONE LLC → | RIA / FO | $3M | PROVIDENCE, RI | CRD 164810 |
| QUALIVIAN INVESTMENT PARTNERS → | RIA / FO | $3M | – | CRD 291227 |
| PROPEL PRIVATE WEALTH LLC → | RIA / FO | $3M | – | CRD 340734 |
| VERECAN ASSET MANAGEMENT INC. → | RIA / FO | $3M | HALIFAX, NOVA SCOTIA | CRD 337563 |
| AMERICAN EXPATS IN EUROPE LTD. → | RIA / FO | $3M | – | CRD 319225 |
| NAMSOFT ADVISORS, LLC → | RIA / FO | $3M | – | CRD 338837 |
| WHALE → | RIA / FO | $3M | CHICAGO, IL | CRD 330063 |
| PENSERRA WEALTH MANAGEMENT → | RIA / FO | $3M | ORINDA, CA | CRD 333218 |
| WORTH CHARTING LLC → | RIA / FO | $3M | NEW YORK, NY | CRD 340328 |
| BRYAN ADVISORY SERVICES, LLC → | RIA / FO | $2M | CANONSBURG, PA | CRD 153659 |
| STACKWELL → | RIA / FO | $2M | BOSTON, MA | CRD 316298 |
| NED DAVIS RESEARCH, INC. → | RIA / FO | $2M | SARASOTA, FL | CRD 112260 |
| FINGAGE ADVISORS LLC → | RIA / FO | $2M | – | CRD 283340 |
| MAGNIFI → | RIA / FO | $2M | BOULDER, CO | CRD 309397 |
| AI FUNDS → | RIA / FO | $2M | SAUSALITO, CA | CRD 328886 |
| I-CTHRU INC. → | RIA / FO | $2M | – | CRD 170875 |
| SAVVYFI → | RIA / FO | $2M | FRANKLIN, TN | CRD 304337 |
| ADVISIFI LLC → | RIA / FO | $2M | ST PETERSBURG, FL | CRD 332477 |
| LANMAR CAPITAL MANAGEMENT → | RIA / FO | $2M | – | CRD 338848 |
| EL CASTILLO INVESTMENTS → | RIA / FO | $2M | – | CRD 328068 |
| SWISS ALPINE WEALTH MANAGEMENT LLC → | RIA / FO | $2M | – | CRD 269906 |
| INSIGHT ADVISORS, LLC → | RIA / FO | $2M | LOS ANGELES, CA | CRD 109137 |
| FUTUREMONEY RIA → | RIA / FO | $2M | MANCHESTER, NH | CRD 329835 |
| BRANSON FOWLKES RUSSELL INC → | RIA / FO | $2M | HOUSTON, TX | CRD 107656 |