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 2101–2200 (page 22 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ROCKBRIDGE CAPITAL, LLC → | RIA / FO | $5.0B | COLUMBUS, OH | CRD 161078 |
| STIFEL INDEPENDENT ADVISORS, LLC → | RIA / FO | $5.0B | ST LOUIS, MO | CRD 28218 |
| SAVVY → | RIA / FO | $5.0B | NEW YORK, NY | CRD 318493 |
| FIERA CAPITAL (UK) LIMITED → | RIA / FO | $5.0B | LONDON | CRD 137637 |
| BRAIDWELL LP → | RIA / FO | $5.0B | STAMFORD, CT | CRD 316988 |
| MERIDIAN WEALTH MANAGEMENT, LLC → | RIA / FO | $5.0B | LEXINGTON, KY | CRD 151523 |
| GULF INTERNATIONAL BANK (UK) LIMITED → | RIA / FO | $5.0B | LONDON | CRD 281609 |
| ADVANCE CAPITAL MANAGEMENT INC → | RIA / FO | $5.0B | SOUTHFIELD, MI | CRD 110767 |
| JVP MANAGEMENT → | RIA / FO | $5.0B | NEW YORK, NY | CRD 313398 |
| ATALANTA SOSNOFF CAPITAL, LLC → | RIA / FO | $5.0B | NEW YORK, NY | CRD 104880 |
| HOUND PARTNERS → | RIA / FO | $5.0B | NEW YORK, NY | CRD 155551 |
| SLAVIC MUTUAL FUNDS MANAGEMENT CORP. → | RIA / FO | $5.0B | BOCA RATON, FL | CRD 113833 |
| AVENUE CAPITAL MANAGEMENT II, L.P. → | RIA / FO | $5.0B | NEW YORK, NY | CRD 111845 |
| EMPYREAN CAPITAL PARTNERS, LP → | RIA / FO | $5.0B | LOS ANGELES, CA | CRD 138978 |
| NORTHCOAST ASSET MANAGEMENT LLC → | RIA / FO | $5.0B | STAMFORD, CT | CRD 282241 |
| 20 GATES MANAGEMENT LLC → | RIA / FO | $5.0B | NEW YORK, NY | CRD 155480 |
| MASECO PRIVATE WEALTH → | RIA / FO | $5.0B | LONDON | CRD 147686 |
| SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC → | RIA / FO | $5.0B | COLUMBIA, SC | CRD 165306 |
| DESTINATION WEALTH MANAGEMENT → | RIA / FO | $4.9B | WALNUT CREEK, CA | CRD 110365 |
| IMPACTASSETS CAPITAL PARTNERS PB LLC → | RIA / FO | $4.9B | BETHESDA, MD | CRD 317840 |
| KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. → | RIA / FO | $4.9B | SINGAPORE | CRD 309194 |
| MC CREDIT PARTNERS LP → | RIA / FO | $4.9B | STAMFORD, CT | CRD 167929 |
| HAMILTON CAPITAL → | RIA / FO | $4.9B | COLUMBUS, OH | CRD 109116 |
| CORNERSTONE WEALTH MANAGEMENT, LLC → | RIA / FO | $4.9B | DES PERES, MO | CRD 164666 |
| FIDUCIARYVEST, LLC → | RIA / FO | $4.9B | ATLANTA, GA | CRD 134351 |
| NEUBERGER BERMAN LOAN ADVISERS LLC → | RIA / FO | $4.9B | CHICAGO, IL | CRD 285579 |
| YALE CAPITAL CORP. → | RIA / FO | $4.9B | ST. PETERSBURG, FL | CRD 126992 |
| SENATOR INVESTMENT GROUP LP → | RIA / FO | $4.9B | NEW YORK, NY | CRD 160935 |
| AGF INVESTMENTS → | RIA / FO | $4.9B | BOSTON, MA | CRD 153781 |
| STASH → | RIA / FO | $4.9B | NEW YORK, NY | CRD 226550 |
| GRANGER MANAGEMENT LLC → | RIA / FO | $4.9B | NEW YORK, NY | CRD 168096 |
| ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C. → | RIA / FO | $4.9B | NEW YORK, NY | CRD 108178 |
| SWISS RE INSURANCE-LINKED INVESTMENT ADVISORS CORPORATION → | RIA / FO | $4.9B | NEW YORK, NY | CRD 318811 |
| G10 LLC → | RIA / FO | $4.9B | HUNT VALLEY, MD | CRD 322876 |
| PRIVATE MANAGEMENT GROUP INC → | RIA / FO | $4.9B | IRVINE, CA | CRD 104707 |
| GRAHAM PARTNERS, LLC → | RIA / FO | $4.9B | NEWTOWN SQUARE, PA | CRD 157049 |
| EULAV ASSET MANAGEMENT → | RIA / FO | $4.9B | SARASOTA, FL | CRD 156397 |
| EDGESTREAM PARTNERS, L.P. → | RIA / FO | $4.9B | PRINCETON, NJ | CRD 166338 |
| GHISALLO CAPITAL MANAGEMENT LLC → | RIA / FO | $4.9B | BOSTON, MA | CRD 309856 |
| J. GOLDMAN & CO., L.P. → | RIA / FO | $4.9B | NEW YORK, NY | CRD 157465 |
| LUCID MANAGEMENT AND CAPITAL PARTNERS LP → | RIA / FO | $4.9B | NEW YORK, NY | CRD 287883 |
| TACONIC CAPITAL ADVISORS LP → | RIA / FO | $4.9B | NEW YORK, NY | CRD 137295 |
| HILL CITY CAPITAL LP → | RIA / FO | $4.9B | BOSTON, MA | CRD 306709 |
| MADISON ASSET MANAGEMENT → | RIA / FO | $4.9B | MADISON, WI | CRD 130874 |
| PENNYBACKER CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.9B | AUSTIN, TX | CRD 160056 |
| ENERGY IMPACT PARTNERS LP → | RIA / FO | $4.9B | NEW YORK, NY | CRD 282373 |
| HERITAGE WEALTH ADVISORS → | RIA / FO | $4.9B | RICHMOND, VA | CRD 137484 |
| BRIGHTSTAR CAPITAL PARTNERS → | RIA / FO | $4.8B | NEW YORK, NY | CRD 283313 |
| COMPOUND PLANNING, INC. → | RIA / FO | $4.8B | NEW YORK, NY | CRD 171787 |
| RUBICON TECHNOLOGY MANAGEMENT L.L.C. → | RIA / FO | $4.8B | BOULDER, CO | CRD 169875 |
| MAINSTAY CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.8B | GRAND BLANC, MI | CRD 109528 |
| ENCOMPASS CAPITAL ADVISORS LLC → | RIA / FO | $4.8B | NEW YORK, NY | CRD 160113 |
| CHICAGO CAPITAL, LLC → | RIA / FO | $4.8B | CHICAGO, IL | CRD 291624 |
| SRB CORPORATION → | RIA / FO | $4.8B | BOSTON, MA | CRD 161163 |
| GSA CAPITAL PARTNERS LLP → | RIA / FO | $4.8B | LONDON | CRD 138805 |
| SIRIS CAPITAL GROUP, LLC → | RIA / FO | $4.8B | WEST PALM BEACH, FL | CRD 157798 |
| STAR ASIA MANAGEMENT → | RIA / FO | $4.8B | MOUNT LAUREL, NJ | CRD 162365 |
| CARDINAL POINT WEALTH MANAGEMENT → | RIA / FO | $4.8B | TORONTO, ON | CRD 140619 |
| SOWELL MANAGEMENT → | RIA / FO | $4.8B | NORTH LITTLE ROCK, AR | CRD 127145 |
| CIDEL ASSET MANAGEMENT INC → | RIA / FO | $4.8B | TORONTO, ONTARIO | CRD 172640 |
| DME CAPITAL MANAGEMENT, LP → | RIA / FO | $4.8B | NEW YORK, NY | CRD 157081 |
| CONTRARIAN CAPITAL MANAGEMENT LLC → | RIA / FO | $4.8B | GREENWICH, CT | CRD 109979 |
| BROWNSON, REHMUS & FOXWORTH, INC. → | RIA / FO | $4.8B | CHICAGO, IL | CRD 110608 |
| HIGHPOINT PLANNING PARTNERS → | RIA / FO | $4.8B | DOWNERS GROVE, IL | CRD 316636 |
| FOSTER GROUP, INC. → | RIA / FO | $4.8B | WEST DES MOINES, IA | CRD 107148 |
| NATIONS FINANCIAL GROUP, INC. → | RIA / FO | $4.8B | CEDAR RAPIDS, IA | CRD 44181 |
| MADISON CAPITAL PARTNERS → | RIA / FO | $4.8B | CHICAGO, IL | CRD 160334 |
| PERTENTO ADVISORS LLC → | RIA / FO | $4.8B | – | CRD 335545 |
| AVIDIAN WEALTH SOLUTIONS → | RIA / FO | $4.8B | HOUSTON, TX | CRD 127186 |
| CLAROS REIT MANAGEMENT LP → | RIA / FO | $4.8B | NEW YORK, NY | CRD 292430 |
| THE ASCENT GROUP, LLC → | RIA / FO | $4.8B | VIRGINIA BEACH, VA | CRD 314424 |
| IFG ADVISORY, LLC → | RIA / FO | $4.8B | ATLANTA, GA | CRD 168012 |
| EAST ROCK CAPITAL, LLC → | RIA / FO | $4.8B | NEW YORK, NY | CRD 157433 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC → | RIA / FO | $4.8B | NEW YORK, NY | CRD 107367 |
| GWN SECURITIES INC. → | RIA / FO | $4.8B | PALM BEACH GARDENS, FL | CRD 128929 |
| BBAM US LP → | RIA / FO | $4.8B | DALLAS, TX | CRD 175441 |
| PPB ADVISORS, LLC → | RIA / FO | $4.8B | WEST CONSHOHOCKEN, PA | CRD 152303 |
| MESARETE CAPITAL LLP → | RIA / FO | $4.7B | LONDON | CRD 314600 |
| BC ADVISORS, LLC → | RIA / FO | $4.7B | MT. LAUREL, NJ | CRD 142982 |
| AXIOM ALTERNATIVE INVESTMENTS → | RIA / FO | $4.7B | PARIS | CRD 282155 |
| SYMMETRY PARTNERS → | RIA / FO | $4.7B | GLASTONBURY, CT | CRD 120982 |
| JFS WEALTH ADVISORS, LLC → | RIA / FO | $4.7B | HERMITAGE, PA | CRD 145051 |
| KINETIC PARTNERS MANAGEMENT, LP → | RIA / FO | $4.7B | MIAMI, FL | CRD 318097 |
| WASHINGTON HARBOUR PARTNERS LP → | RIA / FO | $4.7B | ARLINGTON, VA | CRD 309915 |
| ARMISTICE CAPITAL LLC → | RIA / FO | $4.7B | NEW YORK, NY | CRD 168978 |
| ACASTA PARTNERS US LLC → | RIA / FO | $4.7B | BOCA RATON, FL | CRD 335005 |
| MARITIME PARTNERS, LLC → | RIA / FO | $4.7B | METAIRIE, LA | CRD 300186 |
| REDMILE GROUP → | RIA / FO | $4.7B | SAN FRANCISCO, CA | CRD 143606 |
| KLINGENSTEIN FIELDS ADVISORS → | RIA / FO | $4.7B | NEW YORK, NY | CRD 105907 |
| MENLO EQUITIES → | RIA / FO | $4.7B | MENLO PARK, CA | CRD 162139 |
| PACIFIC FINANCIAL GROUP, LLC → | RIA / FO | $4.7B | NASHVILLE, TN | CRD 143041 |
| MCF ADVISORS, LLC → | RIA / FO | $4.7B | LEXINGTON, KY | CRD 130372 |
| YAUPON CAPITAL MANAGEMENT LP → | RIA / FO | $4.7B | NEW YORK, NY | CRD 298556 |
| CLEARWATER MANAGEMENT CO., INC. → | RIA / FO | $4.7B | ST PAUL, MN | CRD 105307 |
| ROUTE ONE INVESTMENT COMPANY, L.P. → | RIA / FO | $4.7B | SAN FRANCISCO, CA | CRD 156398 |
| UG INVESTMENT ADVISERS LTD. → | RIA / FO | $4.7B | TAIPEI | CRD 167183 |
| BRAGG FINANCIAL ADVISORS INC → | RIA / FO | $4.7B | CHARLOTTE, NC | CRD 108780 |
| SHELTER GROWTH CAPITAL PARTNERS LLC → | RIA / FO | $4.7B | STAMFORD, CT | CRD 170685 |
| ACRE MANAGER, LLC → | RIA / FO | $4.7B | NEW YORK, NY | CRD 311363 |
| CLEARWATER ADVISORS, LLC → | RIA / FO | $4.7B | BOISE, ID | CRD 116865 |