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 2701–2800 (page 28 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BLBB ADVISORS → | RIA / FO | $3.3B | MONTGOMERYVILLE, PA | CRD 139096 |
| MONOGRAPH WEALTH ADVISORS, LLC → | RIA / FO | $3.2B | MANHATTAN BEACH, CA | CRD 173949 |
| STEPSTONE GROUP PRIVATE DEBT LLC → | RIA / FO | $3.2B | LA JOLLA, CA | CRD 323711 |
| ADVOCACY WEALTH MANAGEMENT, LLC → | RIA / FO | $3.2B | ATLANTA, GA | CRD 141943 |
| GRYPHON WEALTH → | RIA / FO | $3.2B | JACKSONVILLE, FL | CRD 339969 |
| BHARCAP PARTNERS, LLC → | RIA / FO | $3.2B | GREENWICH, CT | CRD 315679 |
| CANTOR FITZGERALD INVESTMENT ADVISORS → | RIA / FO | $3.2B | NEW YORK, NY | CRD 159296 |
| GROWTHCURVE CAPITAL LP → | RIA / FO | $3.2B | NEW YORK, NY | CRD 313204 |
| COUNTERPOINT FUNDS → | RIA / FO | $3.2B | SAN DIEGO, CA | CRD 172379 |
| MEYER HANDELMAN COMPANY LLC → | RIA / FO | $3.2B | RYE BROOK, NY | CRD 107309 |
| FORESITE CAPITAL → | RIA / FO | $3.2B | WEST HOLLYWOOD, CA | CRD 162823 |
| AMERICAN REALTY ADVISORS → | RIA / FO | $3.2B | LOS ANGELES, CA | CRD 107965 |
| LBC CREDIT PARTNERS → | RIA / FO | $3.2B | RADNOR, PA | CRD 157628 |
| CHILTON CAPITAL MANAGEMENT LLC → | RIA / FO | $3.2B | HOUSTON, TX | CRD 104592 |
| LINCOLN ADVISORY GROUP, LLC → | RIA / FO | $3.2B | CHICAGO, IL | CRD 114003 |
| GCP INVESTMENT ADVISOR, LLC → | RIA / FO | $3.2B | CHICAGO, IL | CRD 171093 |
| VISTA CAPITAL PARTNERS, INC. → | RIA / FO | $3.2B | PORTLAND, OR | CRD 114913 |
| NASSAU CORAMERICA LLC → | RIA / FO | $3.2B | EL SEGUNDO, CA | CRD 334332 |
| VANCE STREET CAPITAL LLC → | RIA / FO | $3.2B | LOS ANGELES, CA | CRD 155758 |
| OBERLAND CAPITAL MANAGEMENT LLC → | RIA / FO | $3.2B | NEW YORK, NY | CRD 169109 |
| CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. → | RIA / FO | $3.2B | MONACO, MONACO | CRD 339944 |
| CUMBERLAND ADVISORS → | RIA / FO | $3.2B | SARASOTA, FL | CRD 107964 |
| FS DIGITAL INFRASTRUCTURE ADVISOR, LLC → | RIA / FO | $3.2B | PHILADELPHIA, PA | CRD 338274 |
| TRILOGY CAPITAL, INC. → | RIA / FO | $3.2B | IRVINE, CA | CRD 281597 |
| EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT → | RIA / FO | $3.2B | CORAL GABLES, FL | CRD 109698 |
| M HOLDINGS SECURITIES, INC. → | RIA / FO | $3.2B | PORTLAND, OR | CRD 43285 |
| TRUST ASSET MANAGEMENT LLC → | RIA / FO | $3.2B | HOUSTON, TX | CRD 147379 |
| LEO WEALTH, LLC → | RIA / FO | $3.2B | EDISON, NJ | CRD 283891 |
| PRINCIPLE WEALTH → | RIA / FO | $3.2B | MADISON, CT | CRD 290180 |
| EPG INCORPORATED → | RIA / FO | $3.2B | FRAMINGHAM, MA | CRD 106821 |
| ROFFMAN MILLER ASSOCIATES INC → | RIA / FO | $3.2B | PHILADELPHIA, PA | CRD 106019 |
| PROSPERITY - AN EISNERAMPER COMPANY → | RIA / FO | $3.2B | OWINGS MILLS, MD | CRD 133777 |
| BOGART WEALTH, LLC → | RIA / FO | $3.2B | MCLEAN, VA | CRD 283886 |
| GREENBELT CAPITAL PARTNERS → | RIA / FO | $3.2B | AUSTIN, TX | CRD 322516 |
| ALTES CAPITAL, LLC → | RIA / FO | $3.2B | – | CRD 331481 |
| KA FUND ADVISORS, LLC → | RIA / FO | $3.2B | HOUSTON, TX | CRD 141037 |
| LUTZ FINANCIAL → | RIA / FO | $3.2B | OMAHA, NE | CRD 117273 |
| FITZWALTER CAPITAL (US) LLC → | RIA / FO | $3.2B | NEW YORK, NY | CRD 311629 |
| SOLUS ALTERNATIVE ASSET MANAGEMENT LP → | RIA / FO | $3.2B | SUMMIT, NJ | CRD 144155 |
| ALTERRA IOS MANAGER, LLC → | RIA / FO | $3.2B | RADNOR, PA | CRD 324445 |
| FOURSIXTHREE CAPITAL LP → | RIA / FO | $3.2B | NEW YORK, NY | CRD 311299 |
| GIRARD ADVISORY SERVICES, LLC → | RIA / FO | $3.2B | KING OF PRUSSIA, PA | CRD 39163 |
| LCP INSTITUTIONAL, LLC → | RIA / FO | $3.2B | ATLANTA, GA | CRD 325133 |
| MAM AMERICAS, INC. → | RIA / FO | $3.2B | NEW YORK, NY | CRD 282639 |
| EHLERS → | RIA / FO | $3.2B | MINNEAPOLIS, MN | CRD 146385 |
| BURFORD CAPITAL INVESTMENT MANAGEMENT LLC → | RIA / FO | $3.2B | CHICAGO, IL | CRD 167365 |
| VMG PARTNERS II, LLC → | RIA / FO | $3.2B | SAN FRANCISCO, CA | CRD 157720 |
| CSENGE ADVISORY GROUP, LLC → | RIA / FO | $3.2B | CLEARWATER, FL | CRD 131167 |
| HILTON CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.2B | GARDEN CITY, NY | CRD 116357 |
| MIDLAND WEALTH MANAGEMENT → | RIA / FO | $3.2B | EFFINGHAM, IL | CRD 324997 |
| TENNENBAUM CAPITAL PARTNERS, LLC → | RIA / FO | $3.2B | SANTA MONICA, CA | CRD 113203 |
| NORTH SQUARE INVESTMENTS, LLC → | RIA / FO | $3.2B | CHICAGO, IL | CRD 294355 |
| AVESI PARTNERS LLC → | RIA / FO | $3.2B | STAMFORD, CT | CRD 314570 |
| ANTHELION CAPITAL PARTNERS LLC → | RIA / FO | $3.2B | NEW YORK, NY | CRD 328009 |
| ON INVESTMENT MANAGEMENT CO → | RIA / FO | $3.2B | CINCINNATI, OH | CRD 105662 |
| BOW RIVER CAPITAL → | RIA / FO | $3.2B | DENVER, CO | CRD 156765 |
| CYNDEO WEALTH PARTNERS → | RIA / FO | $3.2B | ST. PETERSBURG, FL | CRD 307781 |
| ADVISORNET WEALTH PARTNERS → | RIA / FO | $3.1B | MINNETONKA, MN | CRD 113074 |
| ROCKY MOUNTAIN ADVISERS, LLC → | RIA / FO | $3.1B | SALINA, KS | CRD 148479 |
| SANTANDER SECURITIES → | RIA / FO | $3.1B | BOSTON, MA | CRD 41791 |
| STRATEGIC INCOME MANAGEMENT, LLC → | RIA / FO | $3.1B | SEATTLE, WA | CRD 151956 |
| GREENBACKER CAPITAL MANAGEMENT LLC → | RIA / FO | $3.1B | PORTLAND, ME | CRD 277101 |
| ROMARK CREDIT ADVISORS LP → | RIA / FO | $3.1B | NEW YORK, NY | CRD 298909 |
| S.W. MITCHELL CAPITAL LLP → | RIA / FO | $3.1B | LONDON | CRD 163494 |
| FAIRCOURT PARTNERS, LLC → | RIA / FO | $3.1B | LAKE BLUFF, IL | CRD 295508 |
| DISRUPTIVE TECHNOLOGY ADVISERS LLC → | RIA / FO | $3.1B | DALLAS, TX | CRD 164828 |
| ROUNDTABLE HEALTHCARE MANAGEMENT, INC → | RIA / FO | $3.1B | LAKE FOREST, IL | CRD 161235 |
| FIVE ELMS CAPITAL → | RIA / FO | $3.1B | KANSAS CITY, MO | CRD 163548 |
| CONVERSANT CAPITAL LLC → | RIA / FO | $3.1B | SUMMIT, NJ | CRD 308201 |
| NANTAHALA CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.1B | NEW CANAAN, CT | CRD 158081 |
| VAN ECK ABSOLUTE RETURN ADVISERS CORP. → | RIA / FO | $3.1B | NEW YORK, NY | CRD 137177 |
| STALEY CAPITAL ADVISERS INC → | RIA / FO | $3.1B | PITTSBURGH, PA | CRD 107118 |
| SOURCEROCK GROUP LLC → | RIA / FO | $3.1B | DENVER, CO | CRD 307575 |
| EARNED WEALTH ADVISORS, LLC → | RIA / FO | $3.1B | WALNUT CREEK, CA | CRD 108052 |
| CONCENTRIC CAPITAL STRATEGIES L.P. → | RIA / FO | $3.1B | STAMFORD, CT | CRD 313057 |
| BPS CAPITAL MANAGEMENT, INC. → | RIA / FO | $3.1B | BLOOMINGTON, MN | CRD 120006 |
| WINTHROP WEALTH → | RIA / FO | $3.1B | BOSTON, MA | CRD 288178 |
| WINDJAMMER CAPITAL INVESTORS → | RIA / FO | $3.1B | NEWPORT BEACH, CA | CRD 160396 |
| EAGLE GLOBAL ADVISORS LLC → | RIA / FO | $3.1B | HOUSTON, TX | CRD 107306 |
| LOGAN CAPITAL MANAGEMENT, INC. → | RIA / FO | $3.1B | NEWTOWN SQUARE, PA | CRD 108893 |
| SVB WEALTH → | RIA / FO | $3.1B | BOSTON, MA | CRD 172832 |
| AMPERSAND CAPITAL PARTNERS → | RIA / FO | $3.1B | BOSTON, MA | CRD 161522 |
| CALERA CAPITAL ADVISORS, LP → | RIA / FO | $3.1B | SAN FRANCISCO, CA | CRD 158050 |
| PEAR TREE ADVISORS, INC. → | RIA / FO | $3.1B | LINCOLN, MA | CRD 104576 |
| COOPER CREEK PARTNERS MANAGEMENT LLC → | RIA / FO | $3.1B | NEW YORK, NY | CRD 157746 |
| OAKMONT CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.1B | OAKMONT, PA | CRD 128939 |
| ALPHASIMPLEX GROUP, LLC → | RIA / FO | $3.1B | BOSTON, MA | CRD 128356 |
| RED DOOR WEALTH MANAGEMENT, LLC → | RIA / FO | $3.1B | MEMPHIS, TN | CRD 153235 |
| GREYWOLF CAPITAL MANAGEMENT LP → | RIA / FO | $3.1B | PURCHASE, NY | CRD 138715 |
| THOMPSON INVESTMENT MANAGEMENT, INC. → | RIA / FO | $3.1B | MADISON, WI | CRD 129609 |
| GLENEAGLES INVESTMENT ADVISORS, LLC → | RIA / FO | $3.1B | ATLANTA, GA | CRD 312306 |
| PAN CAPITAL MANAGEMENT LP → | RIA / FO | $3.1B | HOUSTON, TX | CRD 336371 |
| DIVERSIS CAPITAL MANAGEMENT, L.P. → | RIA / FO | $3.1B | LOS ANGELES, CA | CRD 300773 |
| 1900 WEALTH → | RIA / FO | $3.1B | SAN ANTONIO, TX | CRD 175346 |
| CINCTIVE CAPITAL MANAGEMENT LP → | RIA / FO | $3.1B | NEW YORK, NY | CRD 304726 |
| EMERALD LAKE CAPITAL MANAGEMENT, L.P. → | RIA / FO | $3.1B | SANTA MONICA, CA | CRD 300395 |
| GHP INVESTMENT ADVISORS INC → | RIA / FO | $3.1B | DENVER, CO | CRD 107563 |
| DISCIPLINA CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.1B | NASHVILLE, TN | CRD 167295 |
| LEUCADIA ASSET MANAGEMENT LLC → | RIA / FO | $3.1B | NEW YORK, NY | CRD 121767 |
| BERKELEY PARTNERS MANAGEMENT, LLC → | RIA / FO | $3.1B | OAKLAND, CA | CRD 284163 |