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 16501–16600 (page 166 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| OVERWATCH CAPITAL ADVISORS LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 341636 |
| OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT → | RIA / FO | $0 | INDIANAPOLIS, IN | CRD 340313 |
| PARK ROAD PARTNERS LP → | RIA / FO | $0 | NEW YORK, NY | CRD 340991 |
| PATHWAY FINANCIAL SOLUTIONS, INC. → | RIA / FO | $0 | SALINA, KS | CRD 340594 |
| PFS SIGNATURE WEALTH → | RIA / FO | $0 | TAMPA, FL | CRD 342913 |
| PILOTAI WEALTH → | RIA / FO | $0 | MIAMI, FL | CRD 337297 |
| PLATO PLANNING → | RIA / FO | $0 | – | CRD 339970 |
| POLEN INTERNATIONAL EQUITY LLC → | RIA / FO | $0 | BOCA RATON, FL | CRD 340625 |
| POLSON WEALTH MANAGEMENT → | RIA / FO | $0 | – | CRD 342568 |
| POOLIT FUND MANAGEMENT, LLC → | RIA / FO | $0 | MIAMI, FL | CRD 322774 |
| PRAIRIE VIEW WEALTH PARTNERS LLC → | RIA / FO | $0 | SIOUX FALLS, SD | CRD 341361 |
| PREMIER GOLD GLOBAL WEALTH LLC → | RIA / FO | $0 | – | CRD 172465 |
| PREVE INVERSIONES → | RIA / FO | $0 | – | CRD 318445 |
| PRIMARY → | RIA / FO | $0 | NEW SOUTH WALES | CRD 336814 |
| PROPHET EQUITY MANAGEMENT LLC → | RIA / FO | $0 | SOUTHLAKE, TX | CRD 163214 |
| PROSHARE INVESTMENT MANAGEMENT LLC → | RIA / FO | $0 | BETHESDA, MD | CRD 342578 |
| Q WEALTH USA INC. → | RIA / FO | $0 | TORONTO, ONTARIO | CRD 334008 |
| QUANT ALPHA DECISIONS LLC → | RIA / FO | $0 | NAPLES, FL | CRD 339893 |
| QUEST WEALTH SOLUTIONS, INC. → | RIA / FO | $0 | MANSFIELD, OH | CRD 341599 |
| QUOTIENT WEALTH ASSET MANAGEMENT, LLC → | RIA / FO | $0 | DALLAS, TX | CRD 336552 |
| R.I.T. WEALTH ADVISORS → | RIA / FO | $0 | SAN LUIS OBISPO, CA | CRD 339934 |
| RAIJIN AI → | RIA / FO | $0 | BROOKLYN, NY | CRD 342079 |
| RCF ASSET MANAGEMENT GROUP 3, LLC → | RIA / FO | $0 | STUDIO CITY, CA | CRD 312212 |
| RCF ASSET MANAGEMENT GROUP 4, LLC → | RIA / FO | $0 | STUDIO CITY, CA | CRD 326500 |
| RIPL WEALTH → | RIA / FO | $0 | – | CRD 342258 |
| ROI FINANCIAL PLANNING → | RIA / FO | $0 | CLARKSVILLE, TN | CRD 341025 |
| ROSENBERG WEALTH ADVISORS → | RIA / FO | $0 | – | CRD 340471 |
| ROTHSCHILD FINANCIAL PARTNERS, LLC → | RIA / FO | $0 | OAK BROOK, IL | CRD 342696 |
| ROVIA ADVISORS LLC → | RIA / FO | $0 | BANGALORE, KAMATAKA | CRD 339115 |
| RSC INDUSTRIAL ASSET MANAGEMENT GROUP 2, LLC → | RIA / FO | $0 | STUDIO CITY, CA | CRD 324467 |
| RUBEN CANO CONSULTING → | RIA / FO | $0 | CALI | CRD 337523 |
| SAFIRA WEALTH MANAGEMENT LLC → | RIA / FO | $0 | GENEVA | CRD 290142 |
| SAGEWOOD CAPITAL MANAGEMENT LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 339800 |
| SCHEELER FINANCIAL GROUP → | RIA / FO | $0 | WEST CHESTER, OH | CRD 342671 |
| SCIA NY → | RIA / FO | $0 | NEW YORK, NY | CRD 337639 |
| SEMINARIO ASSET MANAGEMENT LLC → | RIA / FO | $0 | CORAL GABLES, FL | CRD 339039 |
| SHAH WEALTH ADVISORS → | RIA / FO | $0 | CHINO HILLS, CA | CRD 340644 |
| SHARPE ADVISORS, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 338664 |
| SIIMPL → | RIA / FO | $0 | BLOOMINGTON, MN | CRD 311048 |
| SILVER BIRCH FINANCIAL LLC → | RIA / FO | $0 | – | CRD 341785 |
| SLAVIC WEALTH MANAGEMENT, INC. → | RIA / FO | $0 | BOCA RATON, FL | CRD 327929 |
| SOUND FUTURES → | RIA / FO | $0 | – | CRD 340439 |
| SOUTHEAST CAPITAL MANAGEMENT LTD → | RIA / FO | $0 | – | CRD 334751 |
| SOUTHPAW CP MANAGER LP → | RIA / FO | $0 | DALLAS, TX | CRD 339218 |
| SPENDVEST → | RIA / FO | $0 | – | CRD 339469 |
| SPRING LAKE EQUITY MANAGEMENT LLC → | RIA / FO | $0 | BURLINGTON, MA | CRD 167251 |
| SSC → | RIA / FO | $0 | HOUSTON, TX | CRD 339313 |
| STACKSTONE WEALTH, LLC → | RIA / FO | $0 | DUBUQUE, IA | CRD 342692 |
| STERLING LEGACY ADVISORS INC. → | RIA / FO | $0 | – | CRD 340172 |
| STOCK SNIPS, INC. → | RIA / FO | $0 | PITTSBURGH, PA | CRD 322544 |
| STONE OAK CAPITAL LLC → | RIA / FO | $0 | ROCHESTER, NY | CRD 341363 |
| SWISS AMERICAN ADVISORS LTD. → | RIA / FO | $0 | ZUERICH | CRD 152531 |
| SYKON ASSET MANAGEMENT LLC → | RIA / FO | $0 | HARRISON, NY | CRD 336338 |
| TAMARISK CAPITAL MANAGEMENT → | RIA / FO | $0 | HOLLAND, MI | CRD 339175 |
| TANARA WEALTH MANAGEMENT LLC → | RIA / FO | $0 | LEHI, UT | CRD 340174 |
| TBG-BEDFORD GROUP LLC → | RIA / FO | $0 | SAINT LOUIS, MO | CRD 341573 |
| TELOS PARTNERS LLC → | RIA / FO | $0 | AVON, CT | CRD 340922 |
| TERRA FIRMA ASSET MANAGEMENT → | RIA / FO | $0 | SAN FRANCISCO, CA | CRD 306765 |
| THIRD POINT PRIVATE CAPITAL LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 332857 |
| THIRD STAGE INVESTMENT GROUP, LLC → | RIA / FO | $0 | BELLEVUE, WA | CRD 141951 |
| TIDE ROCK LEVERAGECO MANAGER, LLC → | RIA / FO | $0 | SOLANA BEACH, CA | CRD 342458 |
| TOGETHER WEALTH GROUP LLC → | RIA / FO | $0 | MIAMI BEACH, FL | CRD 341389 |
| TOMORO → | RIA / FO | $0 | COLTS NECK, NJ | CRD 340227 |
| TRADEUP WEALTH MANAGEMENT, INC. → | RIA / FO | $0 | NEW YORK, NY | CRD 335362 |
| TRIGON INVESTMENT ADVISORS AG → | RIA / FO | $0 | ZURICH | CRD 286220 |
| TRILLIUM WEALTH LLC → | RIA / FO | $0 | WINTER PARK, FL | CRD 341186 |
| TRUELINE WEALTH GROUP, LLC → | RIA / FO | $0 | HATTIESBURG, MS | CRD 342570 |
| TUTELA ADVISORY GROUP → | RIA / FO | $0 | – | CRD 342176 |
| UNIFIED RETIREMENT PLANNING GROUP → | RIA / FO | $0 | BRIARCLIFF MANOR, NY | CRD 341550 |
| UNION STRATEGIC ADVISORS → | RIA / FO | $0 | BLUE ASH, OH | CRD 340640 |
| UNITED ADVISORS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $0 | NEW YORK, NY | CRD 164908 |
| UPP MANAGEMENT, LP → | RIA / FO | $0 | HOUSTON, TX | CRD 342664 |
| US FINANCIAL PLANNERS, LLC → | RIA / FO | $0 | ASHEVILLE, NC | CRD 337484 |
| VALEN PRIVATE CAPITAL, LLC. → | RIA / FO | $0 | PAOLI, PA | CRD 342364 |
| VECTIS CAPITAL → | RIA / FO | $0 | – | CRD 342378 |
| VENEROSO WEALTH MANAGEMENT → | RIA / FO | $0 | WOODBURY, NY | CRD 342014 |
| VERDARA PPP LLC → | RIA / FO | $0 | TAMPA, FL | CRD 339710 |
| VT PARTNERS AG → | RIA / FO | $0 | FREIENBACH, SCHWYZ | CRD 340456 |
| WALDO.AI, INC. → | RIA / FO | $0 | NEW HAVEN, CT | CRD 336723 |
| WEALTH ALIGNMENT PARTNERS, LLC → | RIA / FO | $0 | HONOLULU, HI | CRD 338039 |
| WEALTH BUILDER FUNDS LLC → | RIA / FO | $0 | CARY, IL | CRD 328782 |
| WEALTH FORWARD ADVISORS → | RIA / FO | $0 | NEW YORK, NY | CRD 337462 |
| WEALTH INTELLIGENTLY NAVIGATED, LLC → | RIA / FO | $0 | SPARTANBURG, SC | CRD 340998 |
| WHITE ROCK RESOURCES HOLDINGS, LLC → | RIA / FO | $0 | PLANO, TX | CRD 332560 |
| WHITEROCK WEALTH DESIGN, LLC → | RIA / FO | $0 | FAYETTEVILLE, AR | CRD 342236 |
| WILLOW PARTNER ADVISORS, LLC → | RIA / FO | $0 | PRIDES CROSSING, MA | CRD 333917 |
| WLT PARTNERS → | RIA / FO | $0 | MIAMI, FL | CRD 339994 |
| YOSHI ADVISORY → | RIA / FO | $0 | SAN FRANCISCO, CA | CRD 339574 |
| ZENIT WEALTH ADVISORS, INC. → | RIA / FO | $0 | PIANTINI, SANTO DOMINGO | CRD 334122 |
| "THE PILOT'S ADVISOR," LLC → | RIA / FO | – | – | CRD 160241 |
| &PARTNERS → | 13F manager | – | – | CIK 107136 |
| 010118 MANAGEMENT, L.P. → | RIA / FO | – | SAN FRANCISCO, CA | CRD 301237 |
| 01VC ADVISOR LTD → | RIA / FO | – | GRAND CAYMAN, GRAND CAYMAN | CRD 302097 |
| 05 CAPITAL ADVISORS LLC → | RIA / FO | – | NEW YORK, NY | CRD 332097 |
| 1 NORTH WEALTH SERVICES LLC → | 13F manager | – | – | CIK 1641761 |
| 10,000 DAYS CAPITAL MANAGEMENT LLC → | RIA / FO | – | NEW YORK, NY | CRD 330647 |
| 100KM VENTURES LLC → | RIA / FO | – | ARLINGTON, VA | CRD 332928 |
| 100X ENTREPRENEUR FUND ADVISORY, LLC → | RIA / FO | – | – | CRD 330125 |
| 1015 Capital Partners, LLC → | 13F manager | – | – | CIK 2133991 |
| 1030(c)apital Investment Club LLC → | Issuer | – | – | CIK 2137173 |