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 2701–2800 (page 28 of 88)

EntityTypeAUMLocationAnchor
Essential Planning, LLC. →13F manager––CIK 1949824
Essex Bank →13F manager––CIK 1752212
Essex Financial Services, Inc. →13F manager––CIK 1315785
ESSEX INVESTMENT MANAGEMENT CO LLC →13F manager––CIK 201772
Essex LLC →13F manager––CIK 1889147
Essex Woodlands Management, Inc. →13F manager––CIK 1542339
Estabrook Capital Management →13F manager––CIK 1344717
Estate Counselors, LLC →13F manager––CIK 1559832
Estate Planners Group, LLC →13F manager––CIK 2118977
Estuary Capital Management LP →13F manager––CIK 1965005
Etesian Wealth Advisors, Inc. →13F manager––CIK 1997586
ETF Portfolio Partners, Inc. →13F manager––CIK 1635342
ETF Store, Inc. →13F manager––CIK 1911470
Ethic Inc. →13F manager––CIK 1780570
Ethos Capital Management, Inc. →13F manager––CIK 2106214
Ethos Financial Group, LLC →13F manager––CIK 1954242
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC →13F manager––CIK 1080382
Euclidean Capital LLC →13F manager––CIK 1825034
Eukles Asset Management →13F manager––CIK 1632553
EULAV Asset Management →13F manager––CIK 1540826
Eurizon Asset Management Hungary Ltd. →13F manager––CIK 2110593
Eurizon Asset Management Slovakia, sprav. spol., a.s. →13F manager––CIK 2109333
Eurizon Capital SGR S.p.A. →13F manager––CIK 2107286
Eurizon SLJ Capital Ltd →13F manager––CIK 2107309
Euro Pacific Asset Management, LLC →13F manager––CIK 1796651
Evansbrook LLC →13F manager––CIK 2069478
Evanson Asset Management, LLC →13F manager––CIK 1626379
Evelyn Partners Asset Management Ltd →13F manager––CIK 2065207
Evelyn Partners Investment Management (Europe) Ltd →13F manager––CIK 2065055
Evelyn Partners Investment Management LLP →13F manager––CIK 2065206
Evelyn Partners Investment Management Services Ltd →13F manager––CIK 2065205
Evensky & Katz LLC →13F manager––CIK 1357867
EVENTIDE ASSET MANAGEMENT, LLC →13F manager––CIK 1442891
Evercore Wealth Management, LLC →13F manager––CIK 1482689
Everest Financial Group LLC →13F manager––CIK 2056391
Everest Management Corp. →13F manager––CIK 2056683
EVERETT HARRIS & CO /CA/ →13F manager––CIK 1009254
Evergreen Advisors, LLC →13F manager––CIK 1762294
EVERGREEN CAPITAL MANAGEMENT LLC →13F manager––CIK 1260824
Evergreen Private Wealth LLC →13F manager––CIK 2010098
Evergreen Quality Fund GP, Ltd. →13F manager––CIK 2016939
Evergreen Wealth Management, LLC →13F manager––CIK 1965292
Evergreen Wealth Partners LLC →13F manager––CIK 2101006
Everhart Financial Group, Inc. →13F manager––CIK 1852858
EVERMAY WEALTH MANAGEMENT LLC →13F manager––CIK 1066816
Evernest Financial Advisors, LLC →13F manager––CIK 2009530
EVERPAR ADVISORS LLC →13F manager––CIK 2010410
Eversept Partners, LP →13F manager––CIK 1697013
EverSource Wealth Advisors, LLC →13F manager––CIK 1710537
Everstar Asset Management, LLC →13F manager––CIK 2023744
EVEXIA WEALTH LLC →13F manager––CIK 1975710
EVOKE WEALTH, LLC →13F manager––CIK 1793432
Evolution Advisers, Inc. →13F manager––CIK 1906967
Evolution Wealth Advisors, LLC →13F manager––CIK 1763121
EVOLUTION WEALTH MANAGEMENT INC. →13F manager––CIK 2010029
Evolutionary Tree Capital Management, LLC →13F manager––CIK 1844345
EVOLVE PRIVATE WEALTH, LLC →13F manager––CIK 2111131
EVR Research LP →13F manager––CIK 1843019
EWA, LLC →13F manager––CIK 1835252
Ewing Morris & Co. Investment Partners Ltd. →13F manager––CIK 1846838
Exane Asset Management →13F manager––CIK 1666256
EXCALIBUR MANAGEMENT CORP →13F manager––CIK 1009003
Excelsior Advisor Network LLC →13F manager––CIK 2110679
Exchange Bank →13F manager––CIK 2001155
EXCHANGE TRADED CONCEPTS, LLC →13F manager––CIK 1457320
EXENCIAL WEALTH ADVISORS, LLC →13F manager––CIK 1576151
Exeter Financial, LLC →13F manager––CIK 1752045
Exit Wealth Advisors, LLC. →13F manager––CIK 2082744
ExodusPoint Capital Management, LP →13F manager––CIK 1736225
Exome Asset Management LLC →13F manager––CIK 2011932
Exor N.V. →13F manager––CIK 1589122
Expect Equity LLC →13F manager––CIK 2007407
Explore Capital Management, LLC →13F manager––CIK 2026286
Expressive Wealth LLC →13F manager––CIK 2026980
Extract Advisors LLC →13F manager––CIK 1703148
F/m Investments LLC →13F manager––CIK 1834499
F&V Capital Management, LLC →13F manager––CIK 1569453
Facet Wealth, Inc. →13F manager––CIK 1748271
FACT Capital, LP →13F manager––CIK 1964400
Factor Wealth Management LTD →13F manager––CIK 2055816
FACTORIAL MANAGEMENT Ltd →13F manager––CIK 1697137
Factorial Partners, LLC →13F manager––CIK 1732687
FACTORY MUTUAL INSURANCE CO →13F manager––CIK 887818
FAGAN ASSOCIATES, INC. →13F manager––CIK 1607866
Fairbanks Capital Management, Inc. →13F manager––CIK 1681372
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN →13F manager––CIK 915191
Fairfield Financial Advisors, LTD →13F manager––CIK 2033232
Fairfield University →13F manager––CIK 1717825
FAIRFIELD, BUSH & CO. →13F manager––CIK 1116247
FAIRHOLME CAPITAL MANAGEMENT LLC →13F manager––CIK 1056831
Fairman Group, LLC →13F manager––CIK 2016719
Fairmount Funds Management LLC →13F manager––CIK 1802528
Fairscale Capital, LLC →13F manager––CIK 2032350
Fairtree Asset Management (Pty) Ltd →13F manager––CIK 2059365
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC →13F manager––CIK 1056549
Fairvoy Private Wealth, LLC →13F manager––CIK 2046607
Fairway Financial, LLC →13F manager––CIK 1921009
Fairway Wealth LLC →13F manager––CIK 2019393
Faithward Advisors, LLC →13F manager––CIK 1695078
Falcon Wealth Planning →13F manager––CIK 1839850
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