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 16301–16400 (page 164 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| VALUR ROBO ADVISORS → | RIA / FO | $27k | NEW YORK, NY | CRD 318675 |
| ESMEB INC → | RIA / FO | $26k | – | CRD 152361 |
| ECHO FINANCIAL ADVISORS, LLC → | RIA / FO | $24k | – | CRD 325170 |
| REWBIX → | RIA / FO | $20k | AUSTIN, TX | CRD 326608 |
| TE ADVISORS LLC → | RIA / FO | $11k | QUINCY, MA | CRD 336139 |
| QUANTCA FINANCIAL → | RIA / FO | $10k | EDMONDS, WA | CRD 329324 |
| FOCUSED TRADING AND INVESTMENTS, INC. → | RIA / FO | $10k | – | CRD 289387 |
| DINERAZO INC. → | RIA / FO | $8k | NORTH MIAMI, FL | CRD 312819 |
| NESTVST → | RIA / FO | $7k | SUGAR LAND, TX | CRD 336825 |
| EL MENUDO CUENTA LLC → | RIA / FO | $4k | MIAMI, FL | CRD 328439 |
| CRECER → | RIA / FO | $4k | – | CRD 335908 |
| MARY & PIP → | RIA / FO | $2k | – | CRD 338656 |
| MUSAFFA LLC → | RIA / FO | $2k | NEW YORK, NY | CRD 338525 |
| ILLUMINATE → | RIA / FO | $2k | – | CRD 334292 |
| DECODE FINANCE LLC → | RIA / FO | $1k | PALO ALTO, CA | CRD 331985 |
| TALKABOUTHEALTH DBA ADVIZMO → | RIA / FO | $1k | – | CRD 337485 |
| FIVANCIAL ADVISORS, INC. → | RIA / FO | $925 | DALLAS, TX | CRD 336326 |
| WEALTHYX → | RIA / FO | $750 | – | CRD 172380 |
| VEST WEALTH INC. → | RIA / FO | $400 | – | CRD 316132 |
| KRAKEN ADVISER LLC → | RIA / FO | $377 | FORT LAUDERDALE, FL | CRD 337920 |
| ENDOWE ADVISORY LLC → | RIA / FO | $300 | SAN JOSE, CA | CRD 338697 |
| XOOMFI ADVISORS → | RIA / FO | $300 | SAN JOSE, CA | CRD 314872 |
| ASAL INVEST → | RIA / FO | $270 | ARLINGTON, VA | CRD 340305 |
| AFT US CAPITAL LLC → | RIA / FO | $214 | SAN FRANCISCO, CA | CRD 335448 |
| BROAD INVESTMENT SECURITIES LLC → | RIA / FO | $200 | BEIJING | CRD 290775 |
| NEXTMOVE CAPITAL INC. → | RIA / FO | $190 | – | CRD 338359 |
| PANTHEON → | RIA / FO | $11 | SAN FRANCISCO, CA | CRD 110091 |
| ALKA PARTNERS, LLC → | RIA / FO | $2 | FARMERS BRANCH, TX | CRD 338183 |
| ATLAS SQUARE PARTNERS(HK) LIMITED → | RIA / FO | $2 | HONG KONG | CRD 328980 |
| ZACKS INTELLIGENCE LLC → | RIA / FO | $2 | CHICAGO, IL | CRD 333798 |
| 1291 GROUP OF THE AMERICAS → | RIA / FO | $0 | HAMILTON | CRD 174939 |
| 15 WEALTH ADVISORS LLC → | RIA / FO | $0 | MUNDELEIN, IL | CRD 337459 |
| 2201 CAPITAL, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 341112 |
| 345 INVESTMENT ADVISORY, LLC → | RIA / FO | $0 | SCOTTSDALE, AZ | CRD 342120 |
| 37SPRUCE INVESTMENT PARTNERS, LLC → | RIA / FO | $0 | GREENWICH, CT | CRD 340176 |
| 3D ADVISOR GROUP, INC. → | RIA / FO | $0 | – | CRD 342109 |
| 755 FINANCIAL → | RIA / FO | $0 | WOODSTOCK, GA | CRD 342558 |
| 818 FAMILY OFFICE, LLC → | RIA / FO | $0 | AUSTIN, TX | CRD 339082 |
| ABACUS ASSET MANAGEMENT, LLC → | RIA / FO | $0 | ORLANDO, FL | CRD 324280 |
| ACCESS EQUITY MANAGEMENT LIMITED → | RIA / FO | $0 | LONDON | CRD 281964 |
| ADAMS ADVISORY SERVICES, LLC → | RIA / FO | $0 | – | CRD 341683 |
| AFRICA MUTUAL GLOBAL INVESTMENT MANAGEMENT INC → | RIA / FO | $0 | ACCRA | CRD 330587 |
| AI STOCK PROPHET, LLC → | RIA / FO | $0 | AKRON, OH | CRD 340421 |
| ALIUS CAPITAL PARTNERS → | RIA / FO | $0 | AVENTURA, FL | CRD 341875 |
| ALPHATRUST ADVISORS → | RIA / FO | $0 | PHOENIX, AZ | CRD 340962 |
| ALTA ASSET MANAGEMENT, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 339811 |
| ALTRUIST ADVISORS LLC → | RIA / FO | $0 | CULVER CITY, CA | CRD 340784 |
| AMALIA PARTNER AG → | RIA / FO | $0 | ZURICH | CRD 338138 |
| AMALTASH ADVISORS → | RIA / FO | $0 | – | CRD 341060 |
| AMBER ROAD INVESTORS LP → | RIA / FO | $0 | NEW YORK, NY | CRD 342249 |
| AMBROSE CAPITAL ADVISORS, LLC → | RIA / FO | $0 | INDIANAPOLIS, IN | CRD 341604 |
| AMVOY WEALTH → | RIA / FO | $0 | DUBLIN | CRD 310167 |
| ANCHOR & OAK WEALTH ADVISORS, LLC → | RIA / FO | $0 | MARCO ISLAND, FL | CRD 342544 |
| ANCHR TECHNOLOGIES RIA LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 340245 |
| ANT MONEY ADVISORS → | RIA / FO | $0 | NEWPORT BEACH, CA | CRD 308481 |
| ANTARCTICA SAF PARTNERS, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 339770 |
| APPLIED ACADEMICS → | RIA / FO | $0 | NEW YORK, NY | CRD 340114 |
| APT WEALTH USA PTY LTD → | RIA / FO | $0 | SYDNEY, NEW SOUTH WALES | CRD 342273 |
| ARISTOTLE PACIFIC CLO ADVISER III, LLC → | RIA / FO | $0 | NEWPORT BEACH, CA | CRD 339520 |
| ARTHSCIENCE CAPITAL → | RIA / FO | $0 | MUMBAI, MAHARASHTRA | CRD 338159 |
| ASCENTIS ASSET MANAGEMENT, LLC → | RIA / FO | $0 | DALLAS, TX | CRD 318126 |
| ASTOR → | RIA / FO | $0 | – | CRD 338424 |
| ATOMIC VAULTS ADVISORS LLC → | RIA / FO | $0 | SAN FRANCISCO, CA | CRD 330278 |
| AURANSER INC. → | RIA / FO | $0 | FORT MILL, SC | CRD 340833 |
| AVIATOR'S WEALTH MANAGEMENT → | RIA / FO | $0 | – | CRD 330735 |
| AWAKEN WEALTH PARTNERS LLC → | RIA / FO | $0 | HOUSTON, TX | CRD 341005 |
| AXXETS WM → | RIA / FO | $0 | AVENTURA, FL | CRD 340858 |
| AZORIA CAPITAL, INC. → | RIA / FO | $0 | WASHINGTON, DC | CRD 334835 |
| BARK SECURITIES, LLC → | RIA / FO | $0 | SAN FRANCISCO, CA | CRD 337787 |
| BAY POINTE FINANCIAL → | RIA / FO | $0 | NEW BALTIMORE, MI | CRD 340986 |
| BEACON COAST PARTNERS, LLC → | RIA / FO | $0 | SAN FRANCISCO, CA | CRD 341584 |
| BENEFI → | RIA / FO | $0 | CHICAGO, IL | CRD 337846 |
| BILI FINANCE → | RIA / FO | $0 | TUCSON, AZ | CRD 339828 |
| BLUE3 INVESTMENTS LLC → | RIA / FO | $0 | SAO PAULO | CRD 334953 |
| BLUUM INVEST LLC → | RIA / FO | $0 | LOS ANGELES, CA | CRD 340474 |
| BODEN WEALTH → | RIA / FO | $0 | LEMOYNE, PA | CRD 340590 |
| BREAKAWAY INDEPENDENT ADVISORS, LLC → | RIA / FO | $0 | SAN DIEGO, CA | CRD 340675 |
| BREITER WEALTH MANAGEMENT, LLC → | RIA / FO | $0 | – | CRD 342447 |
| BRIDGECREEK FINANCIAL GROUP → | RIA / FO | $0 | TULSA, OK | CRD 340683 |
| BROADSIDE WEALTH → | RIA / FO | $0 | SAN FRANCISCO, CA | CRD 342220 |
| BROOKSTONE WEALTH ADVISORS, LLC → | RIA / FO | $0 | WHEATON, IL | CRD 137658 |
| BULLGROUND → | RIA / FO | $0 | CIUDAD DE MÉXICO | CRD 339562 |
| CALLODINE STRATEGIC CREDIT FUND III MANAGEMENT, LLC → | RIA / FO | $0 | ATLANTA, GA | CRD 340405 |
| CAMBIER CAPITAL, LLC → | RIA / FO | $0 | NAPLES, FL | CRD 341216 |
| CANTOR FITZGERALD ENERGY ADVISORS, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 338226 |
| CARDONE WEALTH ADVISORS → | RIA / FO | $0 | AVENTURA, FL | CRD 337559 |
| CASTLE WEALTH GROUP → | RIA / FO | $0 | MOORESVILLE, NC | CRD 342075 |
| CENTURIA CAPITAL PARTNERS LLC → | RIA / FO | $0 | GUAYNABO, PR | CRD 339596 |
| CHANGE FORCES → | RIA / FO | $0 | PORTOLA VALLEY, CA | CRD 333400 |
| CHARLESBRIDGE ADVISORS → | RIA / FO | $0 | DEDHAM, MA | CRD 341159 |
| CHILDRESS & CO LLC → | RIA / FO | $0 | – | CRD 341213 |
| CLAIRALPHA ADVISORS LLC → | RIA / FO | $0 | FRISCO, TX | CRD 342087 |
| CLEARVIEW FAMILY WEALTH, LLC → | RIA / FO | $0 | PEABODY, MA | CRD 342171 |
| CLIMATE FINANCE PARTNERS LLC → | RIA / FO | $0 | WILMINGTON, DE | CRD 306077 |
| CLOVERPOINT, LLC → | RIA / FO | $0 | MINNEAPOLIS, MN | CRD 335407 |
| COINBASE ADVISORS → | RIA / FO | $0 | STAMFORD, CT | CRD 342338 |
| COMMERCIAL TRUST FINANCIAL SERVICES → | RIA / FO | $0 | FAYETTE, MO | CRD 337704 |
| COOLABAH INVESTMENT MANAGEMENT (USA) INC → | RIA / FO | $0 | MIAMI, FL | CRD 341121 |
| COSMOS WEALTH, LLC → | RIA / FO | $0 | LA JOLLA, CA | CRD 341781 |
| CROWNSTONE ADVISORY & INVESTMENT CORP → | RIA / FO | $0 | ATLANTA, GA | CRD 339959 |