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 2301–2400 (page 24 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CAMPBELL & COMPANY INVESTMENT ADVISER LLC → | RIA / FO | $4.3B | BALTIMORE, MD | CRD 134332 |
| QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC → | RIA / FO | $4.3B | NEW YORK, NY | CRD 175159 |
| STONEHILL CAPITAL MANAGEMENT LLC → | RIA / FO | $4.3B | NEW YORK, NY | CRD 155513 |
| VOYAGER GLOBAL MANAGEMENT LP → | RIA / FO | $4.3B | NEW YORK, NY | CRD 311921 |
| WATERTON INVESTMENT ADVISER, L.L.C. → | RIA / FO | $4.3B | CHICAGO, IL | CRD 285602 |
| NORTHCREST ASSET MANAGEMENT → | RIA / FO | $4.3B | PLYMOUTH, MN | CRD 300366 |
| MORGAN STANLEY | EATON VANCE CLO MANAGER LLC → | RIA / FO | $4.3B | NEW YORK, NY | CRD 309263 |
| IWP WEALTH MANAGEMENT LLC → | RIA / FO | $4.3B | DENVER, CO | CRD 136314 |
| GREENVALE CAPITAL LLP → | RIA / FO | $4.3B | LONDON | CRD 281654 |
| PCA INVESTMENT ADVISORY SERVICES, INC. → | RIA / FO | $4.3B | CINCINNATI, OH | CRD 123475 |
| KESTRA INVESTMENT MANAGEMENT, LLC. → | RIA / FO | $4.3B | AUSTIN, TX | CRD 317711 |
| PRANA CAPITAL MANAGEMENT LP → | RIA / FO | $4.3B | GREENWICH, CT | CRD 287925 |
| PALLAS CAPITAL ADVISORS, LLC → | RIA / FO | $4.3B | BRAINTREE, MA | CRD 310327 |
| 360 ONE ASSET MANAGEMENT LIMITED → | RIA / FO | $4.3B | MUMBAI,MAHARASHTRA | CRD 300914 |
| CORONATION INTERNATIONAL LIMITED → | RIA / FO | $4.3B | LONDON | CRD 321999 |
| NEW CENTURY ADVISORS, LLC → | RIA / FO | $4.3B | CHEVY CHASE, MD | CRD 122478 |
| TRILLIUM ASSET MANAGEMENT → | RIA / FO | $4.3B | BOSTON, MA | CRD 110901 |
| THINK INVESTMENTS → | RIA / FO | $4.3B | SAN FRANCISCO, CA | CRD 169347 |
| UNIFI ASSET MANAGEMENT LP → | RIA / FO | $4.3B | NEW YORK, NY | CRD 330942 |
| NICOLET WEALTH MANAGEMENT → | RIA / FO | $4.3B | GREEN BAY, WI | CRD 283940 |
| SAGE FINANCIAL GROUP INC. → | RIA / FO | $4.3B | WEST CONSHOHOCKEN, PA | CRD 116574 |
| MACQUARIE WEALTH ADVISERS, LLC → | RIA / FO | $4.3B | NEW YORK, NY | CRD 141805 |
| AARON WEALTH ADVISORS → | RIA / FO | $4.3B | CHICAGO, IL | CRD 298079 |
| SAGE MOUNTAIN ADVISORS, LLC → | RIA / FO | $4.3B | ATLANTA, GA | CRD 298593 |
| VIBRANT CAPITAL PARTNERS, INC. → | RIA / FO | $4.3B | NEW YORK, NY | CRD 148352 |
| TURTLE CREEK TRUST → | RIA / FO | $4.3B | DALLAS, TX | CRD 140212 |
| EAST CAPITAL → | RIA / FO | $4.3B | STOCKHOLM | CRD 335426 |
| SIMPLICITY WEALTH → | RIA / FO | $4.3B | SUMMIT, NJ | CRD 300572 |
| APOLLO REAL ESTATE FUND ADVISER, LLC → | RIA / FO | $4.3B | NEW YORK, NY | CRD 169120 |
| MARSICO CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.3B | DENVER, CO | CRD 109250 |
| SIRENIA CAPITAL MANAGEMENT LP → | RIA / FO | $4.3B | MIAMI BEACH, FL | CRD 340192 |
| BEACON CAPITAL MANAGEMENT, INC. → | RIA / FO | $4.3B | DAYTON, OH | CRD 120641 |
| TETRAGON FINANCIAL MANAGEMENT LP → | RIA / FO | $4.3B | NEW YORK, NY | CRD 156041 |
| HENNESSY ADVISORS, INC. → | RIA / FO | $4.3B | NOVATO, CA | CRD 110770 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.3B | HOUSTON, TX | CRD 111441 |
| CHANNING CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.2B | CHICAGO, IL | CRD 128450 |
| FRANKLIN BSP CAPITAL ADVISER LLC → | RIA / FO | $4.2B | NEW YORK, NY | CRD 307684 |
| TINICUM INCORPORATED → | RIA / FO | $4.2B | NEW YORK, NY | CRD 157298 |
| REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.2B | BOSTON, MA | CRD 137342 |
| ZWJ INVESTMENT COUNSEL INC → | RIA / FO | $4.2B | ATLANTA, GA | CRD 110397 |
| WILLIS INVESTMENT COUNSEL INC → | RIA / FO | $4.2B | GAINESVILLE, GA | CRD 111042 |
| POLARIS GROWTH MANAGEMENT, LLC → | RIA / FO | $4.2B | BOSTON, MA | CRD 297431 |
| B. RILEY WEALTH ADVISORS, INC. → | RIA / FO | $4.2B | MEMPHIS, TN | CRD 115927 |
| SCHARF INVESTMENTS, LLC → | RIA / FO | $4.2B | LOS GATOS, CA | CRD 105508 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP → | RIA / FO | $4.2B | TEANECK, NJ | CRD 106146 |
| HALBERT HARGROVE → | RIA / FO | $4.2B | LONG BEACH, CA | CRD 105515 |
| ELECTRON CAPITAL PARTNERS, LLC → | RIA / FO | $4.2B | NEW YORK, NY | CRD 166102 |
| PROPHET CAPITAL ASSET MANAGEMENT → | RIA / FO | $4.2B | AUSTIN, TX | CRD 150683 |
| STIFEL CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.2B | NEW YORK, NY | CRD 328365 |
| SOUTHEAST ASSET ADVISORS, LLC → | RIA / FO | $4.2B | THOMASVILLE, GA | CRD 107588 |
| TRUELINK CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.2B | LOS ANGELES, CA | CRD 323910 |
| BAXTER CAPITAL MANAGEMENT INC → | RIA / FO | $4.2B | INDIANAPOLIS, IN | CRD 105123 |
| CLEAR INVESTMENT RESEARCH, LLC → | RIA / FO | $4.2B | ALPHARETTA, GA | CRD 172685 |
| EAAA PTE. LIMITED → | RIA / FO | $4.2B | SINGAPORE | CRD 300161 |
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS → | RIA / FO | $4.2B | DALLAS, TX | CRD 298422 |
| BONACCORD CAPITAL PARTNERS → | RIA / FO | $4.2B | NEW YORK, NY | CRD 316716 |
| SALEM INVESTMENT COUNSELORS INC → | RIA / FO | $4.2B | WINSTON SALEM, NC | CRD 104855 |
| GARNETT STATION PARTNERS → | RIA / FO | $4.2B | NEW YORK, NY | CRD 300033 |
| WHITEHAVEN ASSET MANAGEMENT, LP → | RIA / FO | $4.2B | GREENWICH, CT | CRD 170531 |
| CROSSINGBRIDGE ADVISORS, LLC → | RIA / FO | $4.2B | PLEASANTVILLE, NY | CRD 286594 |
| SOUND INCOME STRATEGIES, LLC → | RIA / FO | $4.2B | FORT LAUDERDALE, FL | CRD 173272 |
| MARTINGALE ASSET MANAGEMENT → | RIA / FO | $4.2B | BOSTON, MA | CRD 108526 |
| STAR MOUNTAIN FUND MANAGEMENT, LLC → | RIA / FO | $4.2B | NEW YORK, NY | CRD 164728 |
| BOSTON COMMON ASSET MANAGEMENT, LLC → | RIA / FO | $4.2B | BOSTON, MA | CRD 123558 |
| ESSEX FINANCIAL SERVICES, INC. → | RIA / FO | $4.2B | ESSEX, CT | CRD 127549 |
| TIGER IRON CAPITAL, LLC → | RIA / FO | $4.2B | ANDOVER, MA | CRD 283006 |
| ACON EQUITY MANAGEMENT L.L.C. → | RIA / FO | $4.2B | WASHINGTON, DC | CRD 159517 |
| THE RETIREMENT PLANNING GROUP, LLC → | RIA / FO | $4.2B | LEAWOOD, KS | CRD 129625 |
| REVELAR CAPITAL LLC → | RIA / FO | $4.2B | NEW YORK, NY | CRD 291049 |
| WESCOTT FINANCIAL ADVISORY GROUP LLC → | RIA / FO | $4.2B | PHILADELPHIA, PA | CRD 105989 |
| APRIO WEALTH MANAGEMENT, LLC → | RIA / FO | $4.2B | ATLANTA, GA | CRD 127333 |
| FLAHERTY & CRUMRINE INCORPORATED → | RIA / FO | $4.1B | PASADENA, CA | CRD 105499 |
| STEELPEAK WEALTH, LLC → | RIA / FO | $4.1B | WOODLAND HILLS, CA | CRD 165168 |
| NORTH REEF CAPITAL MANAGEMENT LP → | RIA / FO | $4.1B | LAGUNA BEACH, CA | CRD 311056 |
| HARRISON STREET PRIVATE WEALTH LLC → | RIA / FO | $4.1B | DENVER, CO | CRD 143857 |
| IPG INVESTMENT ADVISORS, LLC → | RIA / FO | $4.1B | SAN DIEGO, CA | CRD 152990 |
| FOUNDERS FINANCIAL SECURITIES, LLC → | RIA / FO | $4.1B | TOWSON, MD | CRD 137945 |
| ARCHPOINT INVESTORS → | RIA / FO | $4.1B | CORAL GABLES, FL | CRD 151807 |
| NORTHWEST ASSET MANAGEMENT → | RIA / FO | $4.1B | MERCER ISLAND, WA | CRD 147923 |
| MAN INVESTMENTS AUSTRALIA LIMITED → | RIA / FO | $4.1B | SYDNEY | CRD 313907 |
| PARKWAY ADVISORS, L.P. → | RIA / FO | $4.1B | ABILENE, TX | CRD 112629 |
| EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC → | RIA / FO | $4.1B | BOSTON, MA | CRD 292216 |
| BLUE WOLF CAPITAL PARTNERS LLC → | RIA / FO | $4.1B | NEW YORK, NY | CRD 162475 |
| CAPITAL GENERATION PARTNERS LLP → | RIA / FO | $4.1B | LONDON | CRD 281808 |
| GUGGENHEIM INVESTMENTS → | RIA / FO | $4.1B | CHICAGO, IL | CRD 129288 |
| SENVEST MANAGEMENT, LLC → | RIA / FO | $4.1B | NEW YORK, NY | CRD 137312 |
| FINACCESS ADVISORS, LLC → | RIA / FO | $4.1B | MIAMI, FL | CRD 150697 |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT → | RIA / FO | $4.1B | SANTA MONICA, CA | CRD 153649 |
| DIVERSIFY WEALTH MANAGEMENT, LLC → | RIA / FO | $4.1B | SANDY, UT | CRD 329878 |
| FFL → | RIA / FO | $4.1B | SAN FRANCISCO, CA | CRD 156980 |
| CASTLEKNIGHT MANAGEMENT LP → | RIA / FO | $4.1B | NEW YORK, NY | CRD 309435 |
| SPF INVESTMENT MANAGEMENT, L.P. → | RIA / FO | $4.1B | NEW YORK, NY | CRD 299036 |
| PERFORMANCE WEALTH → | RIA / FO | $4.1B | HINSDALE, IL | CRD 311735 |
| FUNDAMENTAL ADVISORS LP → | RIA / FO | $4.1B | NEW YORK, NY | CRD 157899 |
| WILDCAT CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.1B | NEW YORK, NY | CRD 162178 |
| FREEPORT FINANCIAL PARTNERS LLC → | RIA / FO | $4.1B | CHICAGO, IL | CRD 166682 |
| KEEL POINT, LLC → | RIA / FO | $4.1B | HUNTSVILLE, AL | CRD 127902 |
| PEREGRINE CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.1B | MINNEAPOLIS, MN | CRD 110052 |
| MONEY CONCEPTS ADVISORY SERVICE → | RIA / FO | $4.1B | PALM BEACH GARDENS, FL | CRD 12963 |
| AQS ASSET MANAGEMENT, L.L.C. → | RIA / FO | $4.1B | AUSTIN, TX | CRD 131544 |