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.
36,242 matches · showing 3001–3100 (page 31 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS, LLC → | RIA / FO | $2.7B | RALEIGH, NC | CRD 305412 |
| DEARBORN PARTNERS L.L.C. → | RIA / FO | $2.7B | CHICAGO, IL | CRD 108147 |
| DW HEALTHCARE PARTNERS → | RIA / FO | $2.7B | PARK CITY, UT | CRD 160555 |
| ABNER HERRMAN & BROCK, LLC → | RIA / FO | $2.7B | JERSEY CITY, NJ | CRD 8517 |
| BISON WEALTH, LLC → | RIA / FO | $2.7B | ATLANTA, GA | CRD 299805 |
| BLACK CHAMBER PARTNERS, LLC → | RIA / FO | $2.7B | WASHINGTON, DC | CRD 306359 |
| SERONE CAPITAL MANAGEMENT LLP → | RIA / FO | $2.7B | LONDON | CRD 174288 |
| CFS INVESTMENT ADVISORY SERVICES LLC → | RIA / FO | $2.7B | TOTOWA, NJ | CRD 106577 |
| DC GLOBAL VENTURES → | RIA / FO | $2.7B | MENLO PARK, CA | CRD 293073 |
| REMBERT PENDLETON JACKSON → | RIA / FO | $2.7B | VIENNA, VA | CRD 306510 |
| 1789 CAPITAL MANAGEMENT → | RIA / FO | $2.7B | PALM BEACH, FL | CRD 335007 |
| KBS REALTY ADVISORS, LLC → | RIA / FO | $2.7B | NEWPORT BEACH, CA | CRD 119662 |
| RTD FINANCIAL ADVISORS INC → | RIA / FO | $2.7B | PHILADELPHIA, PA | CRD 110744 |
| SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC → | RIA / FO | $2.7B | NEW YORK, NY | CRD 311808 |
| PPM LOAN MANAGEMENT COMPANY 2, LLC → | RIA / FO | $2.7B | CHICAGO, IL | CRD 297186 |
| BILL FEW ASSOCIATES, INC. → | RIA / FO | $2.7B | SEWICKLEY, PA | CRD 133561 |
| EIR PARTNERS CAPITAL, LP → | RIA / FO | $2.7B | MIAMI, FL | CRD 319010 |
| PNC STEEL CITY ADVISORS, LLC → | RIA / FO | $2.7B | PITTSBURGH, PA | CRD 172658 |
| INNOCAP INVESTMENT ADVISERS, LLC. → | RIA / FO | $2.7B | NEW YORK, NY | CRD 324591 |
| MANGROVE PARTNERS → | RIA / FO | $2.7B | GREENWICH, CT | CRD 162296 |
| ARS INVESTMENT PARTNERS, LLC → | RIA / FO | $2.7B | NEW YORK, NY | CRD 5845 |
| 1988 ASSET MANAGEMENT, LLC → | RIA / FO | $2.7B | NEW YORK, NY | CRD 319422 |
| WALKER & DUNLOP INVESTMENT PARTNERS, INC. → | RIA / FO | $2.7B | DENVER, CO | CRD 165022 |
| GIVERNY CAPITAL → | RIA / FO | $2.7B | MONTREAL | CRD 130640 |
| SAGEWOOD ASSET MANAGEMENT LP → | RIA / FO | $2.7B | NEW YORK, NY | CRD 281548 |
| 1SHARPE CAPITAL LLC → | RIA / FO | $2.7B | SAN FRANCISCO, CA | CRD 285866 |
| MCP MANAGEMENT, LP → | RIA / FO | $2.7B | AUSTIN, TX | CRD 324518 |
| TCW PT MANAGEMENT COMPANY LLC → | RIA / FO | $2.7B | LOS ANGELES, CA | CRD 333068 |
| HOOK MILL CAPITAL PARTNERS, LP → | RIA / FO | $2.7B | NEW YORK, NY | CRD 316354 |
| ADVANCED PORTFOLIO MANAGEMENT, LLC → | RIA / FO | $2.7B | NEW YORK, NY | CRD 138769 |
| GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC → | RIA / FO | $2.7B | INDIANAPOLIS, IN | CRD 167429 |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC → | RIA / FO | $2.7B | MEMPHIS, TN | CRD 174809 |
| INATAI INVESTMENT MANAGEMENT CO. LLC → | RIA / FO | $2.7B | SEATTLE, WA | CRD 329696 |
| BREAKTHROUGH PROPERTIES → | RIA / FO | $2.7B | LOS ANGELES, CA | CRD 309668 |
| NPF INVESTMENT ADVISORS → | RIA / FO | $2.7B | GRAND RAPIDS, MI | CRD 104683 |
| RXR ASSET MANAGEMENT LLC → | RIA / FO | $2.7B | UNIONDALE, NY | CRD 158268 |
| GOBI CAPITAL LLC → | RIA / FO | $2.7B | BEVERLY HILLS, CA | CRD 151427 |
| GENNX360 MANAGEMENT COMPANY, LLC → | RIA / FO | $2.7B | NEW YORK, NY | CRD 160331 |
| STADION MONEY MANAGEMENT, LLC → | RIA / FO | $2.7B | WATKINSVILLE, GA | CRD 112608 |
| PRECISION CAPITAL ADVISORS, LLC → | RIA / FO | $2.7B | GREENWICH, CT | CRD 157784 |
| MULTICOIN CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.7B | AUSTIN, TX | CRD 297302 |
| CAPITAL DYNAMICS, INC. → | RIA / FO | $2.7B | NEW YORK, NY | CRD 130320 |
| ANALYST PORTFOLIO MANAGEMENT LTD. → | RIA / FO | $2.7B | TEL AVIV | CRD 114642 |
| VALLEY WEALTH MANAGERS, INC. → | RIA / FO | $2.7B | PARAMUS, NJ | CRD 108879 |
| W CAPITAL PARTNERS → | RIA / FO | $2.7B | NEW YORK, NY | CRD 159408 |
| MAIN STREET RESEARCH LLC → | RIA / FO | $2.7B | LAKEVILLE, CT | CRD 114629 |
| CIM CAPITAL, LLC → | RIA / FO | $2.7B | LOS ANGELES, CA | CRD 277038 |
| CADIAN CAPITAL MANAGEMENT, LP → | RIA / FO | $2.7B | NEW YORK, NY | CRD 157813 |
| MARCUS PARTNERS, LLC → | RIA / FO | $2.7B | BOSTON, MA | CRD 161326 |
| MCADAM LLC → | RIA / FO | $2.7B | RADNOR, PA | CRD 170914 |
| INTANDEM CAPITAL PARTNERS, LP → | RIA / FO | $2.7B | NEW YORK, NY | CRD 288774 |
| HERON VIEW PARTNERS LLC → | RIA / FO | $2.7B | NEW YORK, NY | CRD 105926 |
| PINE VALLEY INVESTMENTS → | RIA / FO | $2.7B | MARLTON, NJ | CRD 173995 |
| PARALEL ADVISORS LLC → | RIA / FO | $2.7B | DENVER, CO | CRD 315804 |
| 36 NORTH CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.7B | BENTONVILLE, AR | CRD 317557 |
| WINDROSE ADVISORS LLC → | RIA / FO | $2.7B | WALTHAM, MA | CRD 152145 |
| MULTNOMAH GROUP, INC. → | RIA / FO | $2.7B | PORTLAND, OR | CRD 132131 |
| ROCK HARBOR PARTNERS LLC → | RIA / FO | $2.7B | LARCHMONT, NY | CRD 322545 |
| PHILLIPS AND COMPANY ADVISORS LLC → | RIA / FO | $2.7B | PORTLAND, OR | CRD 167214 |
| TOMS CAPITAL INVESTMENT MANAGEMENT LP → | RIA / FO | $2.7B | NEW YORK, NY | CRD 291362 |
| MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. → | RIA / FO | $2.7B | – | CRD 138240 |
| LEGACY WEALTH MANAGEMENT, LLC → | RIA / FO | $2.7B | MEMPHIS, TN | CRD 108619 |
| LEXINGTON ADVISORS LLC → | RIA / FO | $2.7B | NEW YORK, NY | CRD 107364 |
| BERKADIA CAPITAL ADVISORS LLC → | RIA / FO | $2.7B | AMBLER, PA | CRD 312130 |
| IPI WEALTH MANAGEMENT, INC. → | RIA / FO | $2.7B | DECATUR, IL | CRD 111872 |
| TITLEIST ASSET MANAGEMENT, LLC → | RIA / FO | $2.7B | SAN ANTONIO, TX | CRD 323567 |
| GARDE CAPITAL, INC. → | RIA / FO | $2.7B | SEATTLE, WA | CRD 151043 |
| CORNERSTONE INVESTMENT PARTNERS, LLC → | RIA / FO | $2.7B | ATLANTA, GA | CRD 111753 |
| IPEX, INC. → | RIA / FO | $2.7B | PLYMOUTH, MI | CRD 124337 |
| OSBORNE PARTNERS → | RIA / FO | $2.7B | SAN FRANCISCO, CA | CRD 108100 |
| EVERSEPT PARTNERS, L.P. → | RIA / FO | $2.7B | NEW YORK, NY | CRD 282358 |
| 26NORTH DIRECT LENDING → | RIA / FO | $2.6B | NEW YORK, NY | CRD 323152 |
| TRANSPOSE PLATFORM MANAGEMENT, LLC → | RIA / FO | $2.6B | HOUSTON, TX | CRD 287674 |
| TCG CAPITAL MANAGEMENT → | RIA / FO | $2.6B | PLAYA VISTA, CA | CRD 298007 |
| EMBREE FINANCIAL GROUP → | RIA / FO | $2.6B | CHICAGO, IL | CRD 108233 |
| FOSTER VICTOR → | RIA / FO | $2.6B | GREENVILLE, SC | CRD 283656 |
| MESIROW RE-IA, INC. → | RIA / FO | $2.6B | CHICAGO, IL | CRD 328098 |
| JACOBI CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.6B | PITTSTON, PA | CRD 147663 |
| SUNBELT SECURITIES → | RIA / FO | $2.6B | HOUSTON, TX | CRD 42180 |
| THE PATRIOT FINANCIAL GROUP, LLC → | RIA / FO | $2.6B | WALPOLE, MA | CRD 172470 |
| VARIANT INVESTMENTS → | RIA / FO | $2.6B | PORTLAND, OR | CRD 289261 |
| CAPITAL FOUR US INC. → | RIA / FO | $2.6B | NEW YORK, NY | CRD 315650 |
| AMERICAN CAPITAL MANAGEMENT INC → | RIA / FO | $2.6B | NEW YORK, NY | CRD 110861 |
| STEADVIEW CAPITAL MANAGEMENT LLC → | RIA / FO | $2.6B | SAN FRANCISCO, CA | CRD 164661 |
| AJ CAPITAL MANAGEMENT LLC → | RIA / FO | $2.6B | NASHVILLE, TN | CRD 291880 |
| PHILLIPS FINANCIAL → | RIA / FO | $2.6B | FORT WAYNE, IN | CRD 131344 |
| 3I CORPORATION → | RIA / FO | $2.6B | NEW YORK, NY | CRD 159892 |
| ZEMENICK & WALKER INC → | RIA / FO | $2.6B | ST LOUIS, MO | CRD 108670 |
| FIRST CITIZENS INVESTOR SERVICES, INC. → | RIA / FO | $2.6B | RALEIGH, NC | CRD 44430 |
| STEEPROCK CAPITAL → | RIA / FO | $2.6B | GREENWICH, CT | CRD 172775 |
| QUAD INVESTMENT MANAGEMENT CORP. → | RIA / FO | $2.6B | SEOUL, YEONGDEUNGPO-GU | CRD 331606 |
| AB BROADLY SYNDICATED LOAN MANAGER LLC → | RIA / FO | $2.6B | NASHVILLE, TN | CRD 308135 |
| COZAD ASSET MANAGEMENT INC → | RIA / FO | $2.6B | CHAMPAIGN, IL | CRD 104764 |
| THE PORTFOLIO STRATEGY GROUP, LLC → | RIA / FO | $2.6B | WHITE PLAINS, NY | CRD 166593 |
| POPULAR SECURITIES, LLC → | RIA / FO | $2.6B | HATO REY, PR | CRD 8096 |
| AVANCE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $2.6B | NEW YORK, NY | CRD 310749 |
| INGHAM RETIREMENT GROUP → | RIA / FO | $2.6B | MIAMI, FL | CRD 106299 |
| QUINN OPPORTUNITY PARTNERS → | RIA / FO | $2.6B | CHARLOTTESVILLE, VA | CRD 167470 |
| ARGOS CAPITAL PARTNERS, LLC → | RIA / FO | $2.6B | ST. LOUIS, MO | CRD 116165 |
| ACROPOLIS INVESTMENT MANAGEMENT → | RIA / FO | $2.6B | CHESTERFIELD, MO | CRD 121307 |