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 16201–16300 (page 163 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NEMO CAPITAL → | RIA / FO | $2M | – | CRD 301309 |
| TO ONE ASSET MANAGEMENT → | RIA / FO | $2M | HR-10000 ZAGREB | CRD 160117 |
| BVB AND PARTNERS S.A. → | RIA / FO | $2M | GENEVA | CRD 288814 |
| UP FINTECH ASSET MANAGEMENT → | RIA / FO | $2M | NEWTOWN SQUARE, PA | CRD 285915 |
| THE ZILLENNIAL ADVISORS → | RIA / FO | $1M | – | CRD 324808 |
| PROCAPITA PARTNERS, LLC → | RIA / FO | $1M | NEW YORK, NY | CRD 300292 |
| WOLVERINE INVESTMENT ADVISORS, LLC → | RIA / FO | $1M | ATLANTA, GA | CRD 307037 |
| ELPHINSTONE → | RIA / FO | $1M | NEW YORK, NY | CRD 311264 |
| MAAT INVESTMENT GROUP GMBH → | RIA / FO | $1M | MUNICH | CRD 332840 |
| COLAB CAPITAL → | RIA / FO | $1M | ST. GEORGE, UT | CRD 338182 |
| BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC → | RIA / FO | $1M | MILWAUKEE, WI | CRD 145166 |
| OIA LTD → | RIA / FO | $1M | – | CRD 136174 |
| PMADVISERS → | RIA / FO | $1M | – | CRD 292085 |
| CCM NEW OPPORTUNITIES, LLC → | RIA / FO | $1M | MERRIAM, KS | CRD 301887 |
| ALLVET FINANCIAL → | RIA / FO | $1M | – | CRD 336247 |
| ASESORDEINVERSIONES.COM LTD → | RIA / FO | $1M | ROAD TOWN, TORTOLA | CRD 331588 |
| PORTIA INVESTMENT ADVSORS LTD → | RIA / FO | $1M | LONDON | CRD 164565 |
| BBAE ADVISORS LLC → | RIA / FO | $1M | PLANO, TX | CRD 269900 |
| ENVISAGE → | RIA / FO | $1M | GENEVA | CRD 159270 |
| ALAMOS CAPITAL, LLC → | RIA / FO | $1M | TUCSON, AZ | CRD 332985 |
| HEXIS CAPITAL MANAGEMENT → | RIA / FO | $1M | LONDON | CRD 338598 |
| XETFS → | RIA / FO | $957k | – | CRD 339198 |
| SIMPLEVISOR → | RIA / FO | $928k | HOUSTON, TX | CRD 332608 |
| RICHMOND CAPITAL → | RIA / FO | $927k | MIAMI, FL | CRD 327060 |
| FORTUNA FUNDS, LLC → | RIA / FO | $915k | DALLAS, TX | CRD 333660 |
| SIDEPOCKET INCORPORATED → | RIA / FO | $915k | SAN FRANCISCO, CA | CRD 312031 |
| FUNDIFY ADVISORS LLC → | RIA / FO | $889k | AUSTIN, TX | CRD 319004 |
| OPPENHEIMERFUNDS INC → | RIA / FO | $828k | ATLANTA, GA | CRD 104983 |
| OLA INVIERTE, LLC → | RIA / FO | $804k | – | CRD 318691 |
| SCOUT → | RIA / FO | $798k | – | CRD 318417 |
| TRADERS A.I., INC. → | RIA / FO | $774k | FAIRFAX, VA | CRD 331700 |
| DELTA CAPITAL → | RIA / FO | $766k | SANTANA DE PARNAÍBA, SÃO PAULO | CRD 338957 |
| ONEDIGITAL ASSET MANAGEMENT → | RIA / FO | $762k | OVERLAND PARK, KS | CRD 320608 |
| POKET FINANCIAL, LLC → | RIA / FO | $760k | CIUDAD DE BUENOS AIRES 1414 | CRD 221523 |
| NINE30 ADVISORS LLC → | RIA / FO | $655k | – | CRD 326596 |
| GLR INVESTMENT ADVISORY LLC → | RIA / FO | $637k | – | CRD 328662 |
| M1 ADVISORY → | RIA / FO | $634k | CHICAGO, IL | CRD 249787 |
| 21PEAKS CAPITAL MANAGEMENT, LLC → | RIA / FO | $619k | – | CRD 300111 |
| TIMBERLINK LLC → | RIA / FO | $594k | JOHNS CREEK, GA | CRD 170067 |
| KUBENCE → | RIA / FO | $570k | – | CRD 336461 |
| LIGHTHOUSE → | RIA / FO | $556k | – | CRD 330415 |
| PMC WEALTH, LLC → | RIA / FO | $550k | CLARENCE, NY | CRD 332215 |
| NPW INC. → | RIA / FO | $536k | OAKVILLE, ONTARIO | CRD 310288 |
| INVESTABLE → | RIA / FO | $490k | – | CRD 333290 |
| VALLEY FINANCIAL MANAGEMENT, INC. → | RIA / FO | $473k | NEW YORK, NY | CRD 105387 |
| ADAPTIVE ADVISERS, LLC → | RIA / FO | $450k | BOSTON, MA | CRD 318716 |
| LLOYD TEVIS INVESTMENTS, LLC → | RIA / FO | $435k | LAFAYETTE, CA | CRD 323061 |
| PINNACLE ADVISORS LLC → | RIA / FO | $433k | EAST SYRACUSE, NY | CRD 107275 |
| XDUS FUND ADVISOR → | RIA / FO | $415k | EAST LONGMEADOW, MA | CRD 328236 |
| FOUNTAINDALE, LLC → | RIA / FO | $408k | – | CRD 326054 |
| TROVE INVESTMENT ADVISORS LLC → | RIA / FO | $388k | DALLAS, TX | CRD 306904 |
| INVERSSO, LLC → | RIA / FO | $363k | – | CRD 298821 |
| NEW DAY WEALTH MANAGEMENT, LLC → | RIA / FO | $355k | RUSSELLVILLE, AR | CRD 327224 |
| VENTUM ADVISORS CORP. → | RIA / FO | $355k | TORONTO | CRD 299365 |
| OPENVEST → | RIA / FO | $353k | MIAMI, FL | CRD 328152 |
| ELITE PORTFOLIOS → | RIA / FO | $322k | CARMEL BY THE SEA, CA | CRD 327535 |
| ONLYFUNDS → | RIA / FO | $314k | – | CRD 312403 |
| UNIFIMONEY RIA → | RIA / FO | $314k | AUSTIN, TX | CRD 328842 |
| AUREANA CAPITAL MANAGEMENT, LLC → | RIA / FO | $308k | – | CRD 154124 |
| SANDLOT PRIVATE WEALTH LLC → | RIA / FO | $305k | OREM, UT | CRD 335925 |
| HUDSON HOUSE CAPITAL INCORPORATED → | RIA / FO | $280k | LONDON | CRD 335654 |
| AFINITIV LLC → | RIA / FO | $271k | SHERIDAN, WY | CRD 305672 |
| SANOSTRO AG → | RIA / FO | $260k | ZUG | CRD 290214 |
| MOSTT INC. → | RIA / FO | $254k | SHERMAN OAKS, CA | CRD 332063 |
| GREENWOOD INVESTMENT ADVISORS, LLC → | RIA / FO | $229k | ATLANTA, GA | CRD 327470 |
| DABA ADVISORS LLC → | RIA / FO | $228k | MIAMI, FL | CRD 319371 |
| L & B REALTY ADVISORS, LLP → | RIA / FO | $219k | DALLAS, TX | CRD 136654 |
| MUNIFI, LLC → | RIA / FO | $198k | HERMOSA BEACH, CA | CRD 331613 |
| TRUVIUS → | RIA / FO | $190k | BOSTON, MA | CRD 326836 |
| RESOURCE CAPITAL MANAGEMENT, LLC → | RIA / FO | $180k | RENO, NV | CRD 162781 |
| STRATEGIC INTERNATIONAL → | RIA / FO | $177k | – | CRD 287914 |
| EXDS CAPITAL → | RIA / FO | $172k | – | CRD 338093 |
| SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY) → | RIA / FO | $164k | HONG KONG | CRD 332188 |
| PATH DIGITAL ADVISORS, LLC → | RIA / FO | $150k | CHICAGO, IL | CRD 312983 |
| MANZIL INVESTMENT ADVISORS, LLC → | RIA / FO | $147k | – | CRD 308500 |
| BULLTICK4U ADVISOR, LLC → | RIA / FO | $143k | MIAMI, FL | CRD 319418 |
| WING → | RIA / FO | $128k | NEWPORT BEACH, CA | CRD 333826 |
| ALAMUT CAPITAL → | RIA / FO | $123k | TORONTO | CRD 335611 |
| PIONEER ADMINISTRATIVE SERVICES LTD → | RIA / FO | $105k | HERZLIYA PITUACH, TEL AVIV | CRD 289467 |
| AXXES ADVISORS LLC → | RIA / FO | $100k | CORAL GABLES, FL | CRD 318039 |
| VEGA CAPITAL PARTNERS LLC → | RIA / FO | $100k | – | CRD 338416 |
| WEALTH MORE ENTERPRISE, INC. → | RIA / FO | $100k | PHILADELPHIA, PA | CRD 324763 |
| PIONEER ADVISORY LLC → | RIA / FO | $95k | JERSEY CITY, NJ | CRD 337502 |
| BORABOND, LLC → | RIA / FO | $83k | FRAMINGHAM, MA | CRD 336456 |
| WEALTHMEUP ADVISORS LLC → | RIA / FO | $76k | NEW YORK, NY | CRD 335157 |
| SAVVLY ADVISOR → | RIA / FO | $75k | BOULDER, CO | CRD 321125 |
| SOCIALTRADER → | RIA / FO | $73k | SAN DIEGO, CA | CRD 326985 |
| UNIFIMONEY RIA, INC. → | RIA / FO | $62k | – | CRD 309001 |
| BINVESTING → | RIA / FO | $52k | HOUSTON, TX | CRD 335283 |
| ARNIE ADVISORS LLC → | RIA / FO | $52k | – | CRD 307049 |
| DOUBLE I INVESTMENTS, LLC → | RIA / FO | $50k | – | CRD 315372 |
| WEALTHGAP → | RIA / FO | $41k | – | CRD 305500 |
| CANDLESTICK AI → | RIA / FO | $40k | – | CRD 333215 |
| VANTAR → | RIA / FO | $40k | NEW YORK, NY | CRD 333196 |
| MATTY AI INC. → | RIA / FO | $39k | GREENVILLE, SC | CRD 317016 |
| OMEN ADVISORY, LLC → | RIA / FO | $36k | NEW YORK, NY | CRD 337532 |
| ANTIGRAVITY INVESTMENTS → | RIA / FO | $35k | – | CRD 290288 |
| CAGR FINANCE LLC → | RIA / FO | $32k | LEWES, DE | CRD 337809 |
| LET BOB ADVISORY, LLC → | RIA / FO | $29k | – | CRD 321854 |
| WEALTHIE ADVISORS → | RIA / FO | $27k | BROOKLYN, NY | CRD 340058 |