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.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 18011900 (page 19 of 88)

EntityTypeAUMLocationAnchor
Clarity Wealth Advisors, LLC13F managerCIK 1767384
Clarity Wealth Development LLC13F managerCIK 2048774
Clark & Stuart, Inc13F managerCIK 2048750
Clark Asset Management, LLC13F managerCIK 2062026
Clark Capital Management Group, Inc.13F managerCIK 1352187
CLARK ESTATES INC/NY13F managerCIK 1056466
CLARK FINANCIAL SERVICES GROUP INC /BD13F managerCIK 1001011
Clark Wealth Partners13F managerCIK 2107657
Clarkston Capital Partners, LLC13F managerCIK 1562855
Claro Advisors Inc.13F managerCIK 1764386
Clarus Group, Inc.13F managerCIK 1844568
Clarus Wealth Advisors13F managerCIK 1730149
Clay Northam Wealth Management, LLC13F managerCIK 1915687
Clayton Financial Group LLC13F managerCIK 2011212
Clayton Partners LLC13F managerCIK 1550509
Clayton, Dubilier & Rice, LLC13F managerCIK 1538642
Clean Energy Transition LLP13F managerCIK 1911523
Clean Yield Group13F managerCIK 1525865
Clear Creek Financial Management, LLC13F managerCIK 1784235
Clear Harbor Asset Management, LLC13F managerCIK 1511857
CLEAR INVESTMENT RESEARCH, LLC13F managerCIK 1635523
Clear Point Advisors Inc.13F managerCIK 2010474
Clear Retirement Advice LLC13F managerCIK 2112984
Clear Street Group Inc.13F managerCIK 1881567
Clear Trail Advisors, LLC13F managerCIK 2097856
CLEAR WAVE WEALTH MANAGEMENT LLC13F managerCIK 2113615
ClearAlpha Technologies LP13F managerCIK 1972331
Clearbridge Investments, LLC13F managerCIK 1348883
CLEARFIELD CAPITAL MANAGEMENT LP13F managerCIK 1643569
CLEARLAKE CAPITAL GROUP, L.P.13F managerCIK 1688282
Clearline Capital LP13F managerCIK 1600136
Clearstead Advisors, LLC13F managerCIK 842775
Clearstead Trust, LLC13F managerCIK 1708001
Clearview Wealth Management LLC13F managerCIK 1857588
Clearwater Capital Advisors, LLC13F managerCIK 1690531
Clearwave Capital, LLC13F managerCIK 2111821
CLG LLC13F managerCIK 2059872
CLIENT 1ST ADVISORY GROUP, LLC13F managerCIK 1802816
Client First Capital LLC13F managerCIK 1822065
Client First Investment Management LLC13F managerCIK 2018284
Clientfirst Wealth Management, LLC13F managerCIK 1915494
Clifford Group, LLC13F managerCIK 1965522
CLIFFORD SWAN INVESTMENT COUNSEL LLC13F managerCIK 1034642
Cliffwater LLC13F managerCIK 1659851
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC13F managerCIK 944361
Climber Capital SA13F managerCIK 2011229
Clio Asset Management LLC13F managerCIK 1986196
Closed-End Fund Advisors, Inc.13F managerCIK 2103520
Cloud Capital Management, LLC13F managerCIK 2060492
CloudAlpha Capital Management Limited/Hong Kong13F managerCIK 1745907
CLOUGH CAPITAL PARTNERS L P13F managerCIK 1276144
CLOVERFIELDS CAPITAL GROUP, LP13F managerCIK 1819581
Clutterbuck Capital Management LLC13F managerCIK 1517638
CM Management, LLC13F managerCIK 1841857
CM WEALTH ADVISORS LLC13F managerCIK 1764581
CMC Financial Group13F managerCIK 1770940
CMG Global Holdings, LLC13F managerCIK 1839445
CMH Wealth Management LLC13F managerCIK 1657516
CMT Capital Markets Trading GmbH13F managerCIK 1632813
CNA FINANCIAL CORP13F managerCIK 21175
CNB Bank13F managerCIK 1732074
CNO Financial Group, Inc.13F managerCIK 1224608
Coalescence Partners Investment Management, LP13F managerCIK 1759662
Coastal Bridge Advisors, LLC13F managerCIK 1665976
Coastline Complete Wealth LLC13F managerCIK 2112134
Coastline Trust Co13F managerCIK 1324279
Coastwise Capital Group, LLC13F managerCIK 1934500
COATUE MANAGEMENT LLC13F managerCIK 1135730
COBALT CAPITAL MANAGEMENT, INC.13F managerCIK 1086762
Cobblestone Asset Management LLC13F managerCIK 1994512
Code Waechter LLC13F managerCIK 2039212
Codex Capital Asset Management L.L.C.13F managerCIK 2030542
COERENTE CAPITAL MANAGEMENT13F managerCIK 1860790
COFG Advisors, LLC13F managerCIK 2104330
Cogent Private Wealth, Inc.13F managerCIK 2078392
COGENT STRATEGIC WEALTH LLC13F managerCIK 2106852
CogentBlue Wealth Advisors, LLC13F managerCIK 2054047
Cohalo Advisory LLC13F managerCIK 2056438
COHEN & STEERS, INC.13F managerCIK 1284812
Cohen Capital Management, Inc.13F managerCIK 1508120
Cohen Investment Advisors LLC13F managerCIK 1845081
Cohen Klingenstein LLC13F managerCIK 1453620
Coign Capital Advisors LLC13F managerCIK 2056441
CoinFund Management LLC13F managerCIK 2087493
COLDSTREAM CAPITAL MANAGEMENT INC13F managerCIK 1082339
Coleford Investment Management Ltd.13F managerCIK 1939136
Coliseum Capital Management, LLC13F managerCIK 1409751
Collaborative Fund Advisors, LLC13F managerCIK 2132074
Collaborative Wealth Managment Inc.13F managerCIK 1896419
Collar Capital Management, LLC13F managerCIK 2056719
COLLECTIVE FAMILY OFFICE LLC13F managerCIK 1845066
Collier Financial13F managerCIK 1902901
Colonial River Investments, LLC13F managerCIK 1845859
Colonial Trust Advisors13F managerCIK 1567993
Colonial Trust Co / SC13F managerCIK 1954093
Colony Family Offices, LLC13F managerCIK 1633573
Colorado Capital Management, Inc.13F managerCIK 1664147
COLRAIN CAPITAL LLC13F managerCIK 1216093
Colter Lewis Investment Partners LLC13F managerCIK 2107902
COLTON GROOME FINANCIAL ADVISORS, LLC13F managerCIK 1780330
← PrevPage 19 of 88Next →