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 1801–1900 (page 19 of 88)

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