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 16401–16500 (page 165 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CSI GROUP ADVISORS, LLC → | RIA / FO | $0 | WALL TOWNSHIP, NJ | CRD 338012 |
| CULTIVATE WEALTH PARTNERS → | RIA / FO | $0 | BROOMFIELD, CO | CRD 340314 |
| CUSTOM WEALTH MANAGEMENT → | RIA / FO | $0 | PLYMOUTH, MI | CRD 340956 |
| CXI ADVISORS, LLC → | RIA / FO | $0 | AUBURN, IN | CRD 301321 |
| DEEP BLUE CAPITAL → | RIA / FO | $0 | NEWPORT BEACH, CA | CRD 336045 |
| DESIGNED WEALTH USA LTD. → | RIA / FO | $0 | – | CRD 337487 |
| DIGNUM ET JUSTUM → | RIA / FO | $0 | SAINT AUGUSTINE, FL | CRD 342404 |
| DISCIPLINE STRATEGIES MANAGEMENT, LP → | RIA / FO | $0 | ATLANTA, GA | CRD 336716 |
| DOW FAMILY OFFICE ADVISORY, LLC → | RIA / FO | $0 | LAKEWOOD RANCH, FL | CRD 340475 |
| DREAMS INVESTMENT SOLUTIONS → | RIA / FO | $0 | SARASOTA, FL | CRD 339186 |
| EAGLE REALTY CAPITAL PARTNERS, LLC → | RIA / FO | $0 | CINCINNATI, OH | CRD 282903 |
| EARTHQUAKE → | RIA / FO | $0 | – | CRD 324439 |
| EGGZ → | RIA / FO | $0 | CHARLEMONT, MA | CRD 339061 |
| ELLIS WEALTH ADVISORS, LLC → | RIA / FO | $0 | MADISON, AL | CRD 342527 |
| ERGUS ASSET MANAGEMENT LTD. → | RIA / FO | $0 | NASSAU | CRD 166707 |
| ESHEL BOT → | RIA / FO | $0 | BURLINGTON, MA | CRD 340187 |
| EVERTERN WEALTH, LLC → | RIA / FO | $0 | NAPLES, FL | CRD 340830 |
| FACTORPOINT PLANNING, LLC → | RIA / FO | $0 | PITTSFORD, NY | CRD 341229 |
| FACTORY CAPITAL LLC → | RIA / FO | $0 | LOS ANGELES, CA | CRD 341250 |
| FAMILY OFFICE INVESTMENT ADVISORY LLC → | RIA / FO | $0 | SCOTTSDALE, AZ | CRD 339607 |
| FIDEM CREDIT ADVISORS → | RIA / FO | $0 | PHILADELPHIA, PA | CRD 335175 |
| FINQ AI → | RIA / FO | $0 | TEL AVIV | CRD 326858 |
| FLAMEBACK CAPITAL USA, INC → | RIA / FO | $0 | BENGALURU, KARNATAKA | CRD 329123 |
| FORTIFY FINANCIAL → | RIA / FO | $0 | – | CRD 340138 |
| FOURNORTH CAPITAL LLC → | RIA / FO | $0 | WEST CONSHOHOCKEN, PA | CRD 340927 |
| FRAMEWORK DIGITAL ADVISORS → | RIA / FO | $0 | NEW YORK, NY | CRD 338868 |
| FRANKLIN TEMPLETON PRIVATE MARKETS ADVISER, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 339083 |
| GCM GROSVENOR WEALTH L.P. → | RIA / FO | $0 | CHICAGO, IL | CRD 340054 |
| GEG ADVISORS → | RIA / FO | $0 | BOGOTA | CRD 337347 |
| GENESIS INVESTMENT MANAGEMENT, LLP → | RIA / FO | $0 | LONDON | CRD 130949 |
| GENOA WEALTH, LLC → | RIA / FO | $0 | – | CRD 341520 |
| GREG JENNINGS, LLC → | RIA / FO | $0 | DEWITT, NY | CRD 341031 |
| GUGGENHEIM ASSET-BACKED FINANCE COMPANY, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 340242 |
| GW ASENA PTY LTD → | RIA / FO | $0 | MELBOURNE, VICTORIA | CRD 323005 |
| HARRISON FIDUCIARY GROUP → | RIA / FO | $0 | NEW YORK, NY | CRD 155845 |
| HARTSHORNE GROUP, LLC → | RIA / FO | $0 | RED BANK, NJ | CRD 150897 |
| HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED → | RIA / FO | $0 | MELBOURNE | CRD 154476 |
| HERITAGE HAUS WEALTH PARTNERS LLC → | RIA / FO | $0 | NEW BRAUNFELS, TX | CRD 342736 |
| HINDUJA-LYNX INVESTMENT ADVISORY, LLC → | RIA / FO | $0 | WASHINGTON, DC | CRD 289909 |
| HONESTLY FINANCIAL LLC → | RIA / FO | $0 | VANCOUVER, BRITISH COLUMBIA | CRD 338758 |
| HOOVEST CAPITAL MANAGEMENT INC → | RIA / FO | $0 | WEST VANCOUVER | CRD 327888 |
| HURRICANE ADVISOR SOLUTIONS → | RIA / FO | $0 | NEW YORK, NY | CRD 338267 |
| IKALON ADVISORS LLC → | RIA / FO | $0 | MIAMI, FL | CRD 332654 |
| IM WEALTH PARTNERS → | RIA / FO | $0 | BLUE BELL, PA | CRD 307379 |
| INTEGROUS WEALTH STRATEGIES → | RIA / FO | $0 | HAMILTON, NJ | CRD 340613 |
| INTENTGEN FINANCIAL PARTNERS → | RIA / FO | $0 | NAPERVILLE, IL | CRD 341913 |
| INVESTMENT CONSULTING SERVICES, LLC → | RIA / FO | $0 | LOMBARD, IL | CRD 122064 |
| IOLITE ASSET MANAGEMENT → | RIA / FO | $0 | CHICAGO, IL | CRD 338911 |
| IRM MANAGEMENT → | RIA / FO | $0 | – | CRD 341486 |
| ISQ CAPITAL → | RIA / FO | $0 | KING OF PRUSSIA, PA | CRD 340355 |
| JACK CREEK PARTNERS LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 338362 |
| JM FINANCIAL PRIVATE WEALTH, INC. → | RIA / FO | $0 | NEW YORK, NY | CRD 341113 |
| JQL WEALTH → | RIA / FO | $0 | – | CRD 340496 |
| KAIZEN CAPITAL PARTNERS LIMITED → | RIA / FO | $0 | CAUSEWAY BAY | CRD 308168 |
| KOEHLER ASSET MANAGEMENT → | RIA / FO | $0 | BABYLON, NY | CRD 340322 |
| KUTUMB INVESTMENTS LLC → | RIA / FO | $0 | – | CRD 342420 |
| KV SERVICES II LIMITED → | RIA / FO | $0 | GRAND CAYMAN | CRD 151518 |
| LAKPA LLC → | RIA / FO | $0 | VITACURA, SANTIAGO | CRD 335352 |
| LANCASTER → | RIA / FO | $0 | – | CRD 339389 |
| LAS OLAS CAPITAL WEALTH LLC → | RIA / FO | $0 | FORT LAUDERDALE, FL | CRD 340641 |
| LEGACY PRIVATE CLIENT SERVICES → | RIA / FO | $0 | POINTE-CLAIRE. QC | CRD 331736 |
| LEMNIS CAPITAL → | RIA / FO | $0 | RICHARDSON, TX | CRD 340137 |
| LIFEWISE WEALTH ADVISORS → | RIA / FO | $0 | CHAMPAIGN, IL | CRD 341748 |
| LIONHUNTER CAPITAL MANAGEMENT LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 341117 |
| LOGIQ CAPITAL LLC → | RIA / FO | $0 | ENGLEWOOD, NJ | CRD 337680 |
| LUCENT FINANCIAL → | RIA / FO | $0 | BOZEMAN, MT | CRD 342137 |
| LYONS VIEW CAPITAL, LLC → | RIA / FO | $0 | AUBURN, AL | CRD 324582 |
| MACRO QUANT PRIVATE WEALTH, LLC → | RIA / FO | $0 | TORRANCE, CA | CRD 341042 |
| MARDIN CAPITAL GROUP → | RIA / FO | $0 | RYE, NH | CRD 342252 |
| MARTIN & COMPANY → | RIA / FO | $0 | VALENCIA, CA | CRD 342180 |
| MAVS WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $0 | ST. PETERSBURG, FL | CRD 337364 |
| MERCATOR INVESTMENT MANAGEMENT → | RIA / FO | $0 | – | CRD 296809 |
| MERIDIAN WEALTH GROUP → | RIA / FO | $0 | DADE CITY, FL | CRD 342462 |
| MERION CAPITAL LLC → | RIA / FO | $0 | – | CRD 135897 |
| MIDBRIDGE ADVISORS LP → | RIA / FO | $0 | DENVER, CO | CRD 330056 |
| MINDSET ASSET MANAGEMENT, LLC → | RIA / FO | $0 | INDIANAPOLIS, IN | CRD 338530 |
| MISSIONSQUARE WEALTH MANAGEMENT → | RIA / FO | $0 | WASHINGTON, DC | CRD 23189 |
| MM ADVISORS, LLC → | RIA / FO | $0 | AUBURN, AL | CRD 337688 |
| MONROE CAPITAL ASSET FINANCE ADVISORS, LLC → | RIA / FO | $0 | CHICAGO, IL | CRD 341970 |
| MOSAIC WEALTH MANAGEMENT LLC → | RIA / FO | $0 | BLOOMINGTON, IN | CRD 340681 |
| MPACT CAPITAL → | RIA / FO | $0 | – | CRD 335008 |
| MPI INFINITE INVESTORS, LLC → | RIA / FO | $0 | GILBERT, AZ | CRD 337830 |
| MRBL MANAGEMENT, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 332534 |
| N10° ASSETS → | RIA / FO | $0 | NEW YORK, NY | CRD 342185 |
| N10° WEALTH → | RIA / FO | $0 | NEW YORK, NY | CRD 342013 |
| NANTAS → | RIA / FO | $0 | MONTEVIDEO, MONTEVIDEO | CRD 336473 |
| NAPLES PRIVATE CAPITAL, LLC → | RIA / FO | $0 | MOORESVILLE, NC | CRD 341626 |
| NASEEB → | RIA / FO | $0 | – | CRD 330409 |
| NAUTA CAPITAL LLC → | RIA / FO | $0 | – | CRD 329207 |
| NAVIGATE PRIVATE FUND ADVISORS LLC → | RIA / FO | $0 | BIRMINGHAM, AL | CRD 313687 |
| NEARSIDE ADVISORS, LLC → | RIA / FO | $0 | INDIANAPOLIS, IN | CRD 341851 |
| NEBULA RESEARCH & DEVELOPMENT LLC → | RIA / FO | $0 | – | CRD 305128 |
| NEXT UP WEALTH ADVISORS, LLC → | RIA / FO | $0 | SCOTTSDALE, AZ | CRD 342136 |
| NIGHT OWL CAPITAL CANADA, LLC → | RIA / FO | $0 | GREENWICH, CT | CRD 338234 |
| NOW ASSET MANAGEMENT LLC → | RIA / FO | $0 | PURCHASE, NY | CRD 341388 |
| ONE STONE GLOBAL LLC → | RIA / FO | $0 | BOSTON, MA | CRD 175052 |
| ONEUP → | RIA / FO | $0 | LONDON | CRD 327832 |
| OPTIMAL TAX ASSET MANAGEMENT → | RIA / FO | $0 | BELLEVUE, WA | CRD 340466 |
| OPTIMIZE WEALTH MANAGEMENT → | RIA / FO | $0 | TORONTO, ONTARIO | CRD 333695 |
| ORION PARTNERS, LLC → | RIA / FO | $0 | SAN FRANCISCO, CA | CRD 342113 |