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 2201–2300 (page 23 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES, LLC → | RIA / FO | $4.6B | SANDY, UT | CRD 326060 |
| CG ADVISORY SERVICES → | RIA / FO | $4.6B | WILLIAMSTON, MI | CRD 110929 |
| HERITAGE INVESTORS MANAGEMENT CORP → | RIA / FO | $4.6B | BETHESDA, MD | CRD 110420 |
| CLEAN ENERGY TRANSITION LLP → | RIA / FO | $4.6B | LONDON | CRD 315409 |
| C-BRIDGE CAPITAL LLC → | RIA / FO | $4.6B | NEW YORK, NY | CRD 308376 |
| VERDENCE CAPITAL ADVISORS, LLC → | RIA / FO | $4.6B | HUNT VALLEY, MD | CRD 288512 |
| CAXTON ASSOCIATES (USA) LLC → | RIA / FO | $4.6B | NEW YORK, NY | CRD 132823 |
| BOWEN, HANES & CO INC → | RIA / FO | $4.6B | PONTE VEDRA BEACH, FL | CRD 105153 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC → | RIA / FO | $4.6B | BOSTON, MA | CRD 175100 |
| PANTHEON → | RIA / FO | $4.6B | LONDON | CRD 161631 |
| ANCORA ADVISORS LLC → | RIA / FO | $4.6B | MAYFIELD HEIGHTS, OH | CRD 124674 |
| QUOTIENT WEALTH PARTNERS, LLC → | RIA / FO | $4.6B | DALLAS, TX | CRD 326819 |
| TEMPLETON INVESTMENT COUNSEL, LLC → | RIA / FO | $4.6B | FT. LAUDERDALE, FL | CRD 111370 |
| SEVEN BRIDGES ADVISORS LLC → | RIA / FO | $4.6B | NEW YORK, NY | CRD 158722 |
| HAUSSMANN 1864 CAPITAL MANAGEMENT LLC → | RIA / FO | $4.6B | NEW YORK, NY | CRD 332278 |
| FUNDSTRAT CAPITAL → | RIA / FO | $4.6B | NEW YORK, NY | CRD 332163 |
| BAKER TILLY WEALTH MANAGEMENT, LLC → | RIA / FO | $4.6B | MADISON, WI | CRD 167811 |
| STABLE ASSET MANAGEMENT LP → | RIA / FO | $4.6B | NEW YORK, NY | CRD 309966 |
| BTC CAPITAL MANAGEMENT → | RIA / FO | $4.6B | DES MOINES, IA | CRD 127158 |
| 1932 INVESTMENT MANAGEMENT → | RIA / FO | $4.6B | NEWARK, NJ | CRD 337619 |
| GLOBEFLEX CAPITAL LP → | RIA / FO | $4.6B | SAN DIEGO, CA | CRD 106417 |
| CASTLEARK MANAGEMENT LLC → | RIA / FO | $4.6B | CHICAGO, IL | CRD 109587 |
| ARBOR REALTY COLLATERAL MANAGEMENT, LLC → | RIA / FO | $4.6B | UNIONDALE, NY | CRD 163425 |
| TWIN FOCUS CAPITAL PARTNERS, LLC → | RIA / FO | $4.6B | BOSTON, MA | CRD 140522 |
| BOSTON TRUST WALDEN INC. → | RIA / FO | $4.6B | BOSTON, MA | CRD 111266 |
| DEEPCURRENTS INVESTMENT GROUP LLC → | RIA / FO | $4.6B | NEW YORK, NY | CRD 288159 |
| MCR FUND MANAGEMENT LLC → | RIA / FO | $4.6B | DALLAS, TX | CRD 315098 |
| PORTMAN SQUARE CAPITAL LLP → | RIA / FO | $4.6B | LONDON | CRD 319011 |
| SANDBROOK CAPITAL MANAGEMENT LP → | RIA / FO | $4.6B | STAMFORD, CT | CRD 317009 |
| HULL STREET ENERGY → | RIA / FO | $4.6B | BETHESDA, MD | CRD 291881 |
| GSV EQUITY HOLDINGS, LLC → | RIA / FO | $4.6B | KNOXVILLE, TN | CRD 322865 |
| TENEX CAPITAL MANAGEMENT, L.P. → | RIA / FO | $4.6B | NEW YORK, NY | CRD 157077 |
| CORVEX MANAGEMENT LP → | RIA / FO | $4.6B | NEW YORK, NY | CRD 158197 |
| QHP CAPITAL, L.P. → | RIA / FO | $4.6B | RALEIGH, NC | CRD 311710 |
| WHARTON BUSINESS GROUP, LLC → | RIA / FO | $4.6B | MALVERN, PA | CRD 133722 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC → | RIA / FO | $4.6B | EDMONDS, WA | CRD 128990 |
| THOMPSON STREET CAPITAL MANAGER LLC → | RIA / FO | $4.6B | ST. LOUIS, MO | CRD 156679 |
| WAUD CAPITAL PARTNERS → | RIA / FO | $4.6B | CHICAGO, IL | CRD 160632 |
| DWIGHT SECURITIES MANAGEMENT LLC → | RIA / FO | $4.6B | SUNNY ISLES BEACH, FL | CRD 174984 |
| BROWN CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.5B | BALTIMORE, MD | CRD 105633 |
| CONIFER MANAGEMENT, LLC → | RIA / FO | $4.5B | NEW YORK, NY | CRD 283492 |
| FRANKLIN STREET ADVISORS INC. → | RIA / FO | $4.5B | CHAPEL HILL, NC | CRD 106275 |
| JFG FAMILY OFFICE → | RIA / FO | $4.5B | DENVER, CO | CRD 125101 |
| HAWK RIDGE CAPITAL MANAGEMENT LP → | RIA / FO | $4.5B | LOS ANGELES, CA | CRD 163818 |
| SIGNALFIRE → | RIA / FO | $4.5B | SAN FRANCISCO, CA | CRD 194512 |
| H/2 CAPITAL PARTNERS → | RIA / FO | $4.5B | STAMFORD, CT | CRD 133693 |
| INNOVATION X ADVISORS → | RIA / FO | $4.5B | ROCKVILLE, MD | CRD 322292 |
| CWA ASSET MANAGEMENT GROUP → | RIA / FO | $4.5B | NAPLES, FL | CRD 158940 |
| SPIRE WEALTH MANAGEMENT, LLC → | RIA / FO | $4.5B | MCLEAN, VA | CRD 113908 |
| AGTB FUND MANAGER, LLC → | RIA / FO | $4.5B | NEW YORK, NY | CRD 318665 |
| GOELZER INVESTMENT MANAGEMENT → | RIA / FO | $4.5B | CARMEL, IN | CRD 44402 |
| OIC → | RIA / FO | $4.5B | NEW YORK, NY | CRD 282499 |
| GREYCROFT LP → | RIA / FO | $4.5B | NEW YORK, NY | CRD 162561 |
| HALSEYPOINT ASSET MANAGEMENT → | RIA / FO | $4.5B | EL SEGUNDO, CA | CRD 305194 |
| CAPITOLIS ADVISORS LLC → | RIA / FO | $4.5B | NEW YORK, NY | CRD 290462 |
| VENROCK ADVISER, LLC → | RIA / FO | $4.5B | NEW YORK, NY | CRD 169288 |
| PERFORMA LIMITED (US), LLC → | RIA / FO | $4.5B | CHARLESTON, SC | CRD 154232 |
| EVANSTON CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.5B | EVANSTON, IL | CRD 120338 |
| CLIFFORD SWAN INVESTMENT COUNSELORS → | RIA / FO | $4.5B | PASADENA, CA | CRD 108033 |
| BRIGHTON PARK CAPITAL → | RIA / FO | $4.5B | GREENWICH, CT | CRD 304261 |
| CONNECTICUT WEALTH MANAGEMENT, LLC → | RIA / FO | $4.5B | FARMINGTON, CT | CRD 154310 |
| ELEMENTUM ADVISORS, LLC → | RIA / FO | $4.5B | CHICAGO, IL | CRD 151635 |
| ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC → | RIA / FO | $4.5B | NEW YORK, NY | CRD 322058 |
| PARADIGM BIOCAPITAL ADVISORS LP → | RIA / FO | $4.5B | NEW YORK, NY | CRD 312544 |
| CX INSTITUTIONAL, LLC → | RIA / FO | $4.5B | AUBURN, IN | CRD 292627 |
| LUMINARX CAPITAL MANAGEMENT LP → | RIA / FO | $4.5B | NEW YORK, NY | CRD 327065 |
| BANNER OAK CAPITAL PARTNERS, LP → | RIA / FO | $4.5B | DALLAS, TX | CRD 284367 |
| BLUESPRUCE → | RIA / FO | $4.5B | CHICAGO, IL | CRD 167311 |
| BIENVILLE CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.5B | NEW YORK, NY | CRD 149320 |
| VALLEY FORGE CAPITAL MANAGEMENT → | RIA / FO | $4.4B | MIAMI, FL | CRD 162953 |
| PROVENANCE WEALTH ADVISORS → | RIA / FO | $4.4B | FORT LAUDERDALE, FL | CRD 126529 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.4B | SAN JUAN, PR | CRD 226755 |
| BEACON TRUST → | RIA / FO | $4.4B | MORRISTOWN, NJ | CRD 226547 |
| SKYKNIGHT CAPITAL, L.P. → | RIA / FO | $4.4B | BURLINGAME, CA | CRD 281570 |
| BERTRAM CAPITAL MANAGEMENT LLC → | RIA / FO | $4.4B | FOSTER CITY, CA | CRD 156920 |
| BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC → | RIA / FO | $4.4B | CHICAGO, IL | CRD 337770 |
| NINEPOINT PARTNERS LP → | RIA / FO | $4.4B | TORONTO, ONTARIO | CRD 289068 |
| GLADSTONE MANAGEMENT CORPORATION → | RIA / FO | $4.4B | MCLEAN, VA | CRD 122482 |
| ACCREDITED INVESTORS WEALTH MANAGEMENT → | RIA / FO | $4.4B | EDINA, MN | CRD 105439 |
| NEXT LEGACY MANAGEMENT, LLC → | RIA / FO | $4.4B | PORTOLA VALLEY, CA | CRD 156640 |
| TPG RE FINANCE TRUST MANAGEMENT, L.P. → | RIA / FO | $4.4B | FORT WORTH, TX | CRD 288851 |
| GREYSTONE BRIDGE LENDING FUND MANAGER LLC → | RIA / FO | $4.4B | NEW YORK, NY | CRD 284589 |
| ALASKA PERMANENT CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.4B | ANCHORAGE, AK | CRD 106233 |
| LOCUST WOOD CAPITAL ADVISERS, LLC → | RIA / FO | $4.4B | NEW YORK, NY | CRD 135140 |
| ROCKLAND CAPITAL, LP → | RIA / FO | $4.4B | THE WOODLANDS, TX | CRD 156791 |
| LGK ADVISORS, LLC → | RIA / FO | $4.4B | NEW YORK, NY | CRD 154922 |
| EAGLETREE CAPITAL, LP → | RIA / FO | $4.4B | NEW YORK, NY | CRD 281137 |
| SAND HILL GLOBAL ADVISORS, LLC → | RIA / FO | $4.4B | PALO ALTO, CA | CRD 111295 |
| ACRES → | RIA / FO | $4.4B | UNIONDALE, NY | CRD 281190 |
| PROSPERITY CAPITAL ADVISORS → | RIA / FO | $4.4B | WESTLAKE, OH | CRD 156480 |
| AQR ARBITRAGE, LLC → | RIA / FO | $4.4B | GREENWICH, CT | CRD 114626 |
| DRIVE CAPITAL LLC → | RIA / FO | $4.4B | COLUMBUS, OH | CRD 169002 |
| REDWHEEL → | RIA / FO | $4.4B | MIAMI, FL | CRD 166517 |
| SYON CAPITAL LLC → | RIA / FO | $4.4B | SAN FRANCISCO, CA | CRD 322776 |
| HUMAN CAPITAL → | RIA / FO | $4.4B | SAN FRANCISCO, CA | CRD 296844 |
| ADVISORY ALPHA, LLC → | RIA / FO | $4.4B | HOLLAND, MI | CRD 158282 |
| SCI CAPITAL PARTNERS LP → | RIA / FO | $4.4B | LOS ANGELES, CA | CRD 332592 |
| INVESCO INVESTMENT ADVISERS LLC → | RIA / FO | $4.4B | DOWNERS GROVE, IL | CRD 104885 |
| ANCALA PARTNERS LLC → | RIA / FO | $4.4B | NEW YORK, NY | CRD 333844 |
| GOOD LIFE ADVISORS, LLC → | RIA / FO | $4.4B | CELEBRATION, FL | CRD 171898 |