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 3301–3400 (page 34 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NEW 2ND CAPITAL → | RIA / FO | $2.4B | NEW YORK, NY | CRD 292254 |
| STAIRWAY PARTNERS, LLC → | RIA / FO | $2.4B | MINNEAPOLIS, MN | CRD 133157 |
| GEMMER ASSET MANAGEMENT LLC → | RIA / FO | $2.4B | WALNUT CREEK, CA | CRD 109034 |
| CLARET ASSET MANAGEMENT CORP → | RIA / FO | $2.4B | MONTREAL QUEBEC | CRD 110453 |
| APOLLO CAPITAL CREDIT ADVISER, LLC → | RIA / FO | $2.4B | NEW YORK, NY | CRD 286485 |
| MISSION PRIME LLC → | RIA / FO | $2.3B | GUAYNABO, PR | CRD 318328 |
| IFC ADVISORS LLC → | RIA / FO | $2.3B | LOS ANGELES, CA | CRD 332157 |
| FFT WEALTH MANAGEMENT → | RIA / FO | $2.3B | PHILADELPHIA, PA | CRD 151225 |
| SPRUCEVIEW CAPITAL PARTNERS LLC → | RIA / FO | $2.3B | DENVER, CO | CRD 171963 |
| AFBI LP → | RIA / FO | $2.3B | MIAMI BEACH, FL | CRD 331428 |
| BROADRIVER ASSET MANAGEMENT, L.P. → | RIA / FO | $2.3B | NEW YORK, NY | CRD 155792 |
| WITHUM WEALTH MANAGEMENT → | RIA / FO | $2.3B | RED BANK, NJ | CRD 158332 |
| ACTUSRAYPARTNERS LIMITED → | RIA / FO | $2.3B | HONG KONG | CRD 313897 |
| EMPROS CAPITAL LLC → | RIA / FO | $2.3B | SAN FRANCISCO, CA | CRD 293159 |
| KEYSTONE FINANCIAL GROUP, LLC → | RIA / FO | $2.3B | LEXINGTON, KY | CRD 170201 |
| UBS REALTY INVESTORS LLC → | RIA / FO | $2.3B | HARTFORD, CT | CRD 107758 |
| EVERSIDE CAPITAL PARTNERS → | RIA / FO | $2.3B | NEW YORK, NY | CRD 289799 |
| BALDWIN WEALTH PARTNERS, LLC → | RIA / FO | $2.3B | MARION, MA | CRD 105343 |
| CIVC PARTNERS → | RIA / FO | $2.3B | CHICAGO, IL | CRD 157330 |
| ISAM FUNDS (UK) LIMITED → | RIA / FO | $2.3B | LONDON | CRD 307680 |
| ISAM FUNDS (USA) LLC → | RIA / FO | $2.3B | BOCA RATON, FL | CRD 307934 |
| CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC → | RIA / FO | $2.3B | NEW YORK, NY | CRD 284980 |
| AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. → | RIA / FO | $2.3B | KANSAS CITY, MO | CRD 290043 |
| SENTRY, LLC → | RIA / FO | $2.3B | MEMPHIS, TN | CRD 150593 |
| AIP MANAGEMENT US → | RIA / FO | $2.3B | NEW YORK, NY | CRD 322515 |
| BELZBERG & CO. → | RIA / FO | $2.3B | NEW YORK, NY | CRD 315114 |
| MAGNUS FINANCIAL GROUP LLC → | RIA / FO | $2.3B | NEW YORK, NY | CRD 289423 |
| CAPITA FINANCIAL NETWORK, LLC → | RIA / FO | $2.3B | DRAPER, UT | CRD 290558 |
| MATRIX CAPITAL MANAGEMENT COMPANY, LP → | RIA / FO | $2.3B | PORTSMOUTH, NH | CRD 160066 |
| PPC ENTERPRISES LLC → | RIA / FO | $2.3B | NEW YORK, NY | CRD 165075 |
| WOODLEY FARRA → | RIA / FO | $2.3B | INDIANAPOLIS, IN | CRD 107660 |
| REVELATION CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.3B | SAUSALITO, CA | CRD 171114 |
| MILLIMAN ADVISORS, LLC → | RIA / FO | $2.3B | SEATTLE, WA | CRD 112245 |
| GREENSLEDGE ADVISORS LLC → | RIA / FO | $2.3B | NEW YORK, NY | CRD 305341 |
| OXFORD LANE MANAGEMENT, LLC → | RIA / FO | $2.3B | GREENWICH, CT | CRD 154380 |
| ARLINGTON PARTNERS LLC → | RIA / FO | $2.3B | BIRMINGHAM, AL | CRD 109335 |
| TIPTREE ADVISORS, LLC → | RIA / FO | $2.3B | NEW YORK, NY | CRD 137758 |
| LOUISBOURG INVESTMENTS → | RIA / FO | $2.3B | DIEPPE, NEW BRUNSWICK | CRD 329547 |
| SAGEVIEW CAPITAL LP → | RIA / FO | $2.3B | GREENWICH, CT | CRD 159560 |
| SUMMIT FINANCIAL STRATEGIES INC → | RIA / FO | $2.3B | COLUMBUS, OH | CRD 110112 |
| MCKINLEY CARTER WEALTH SERVICES, INC. → | RIA / FO | $2.3B | WHEELING, WV | CRD 135184 |
| SUMMIT WEALTH GROUP → | RIA / FO | $2.3B | COLORADO SPRINGS, CO | CRD 335242 |
| WILLOW CREEK WEALTH MANAGEMENT, INC. → | RIA / FO | $2.3B | SEBASTOPOL, CA | CRD 109240 |
| EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. → | RIA / FO | $2.3B | MIAMI, FL | CRD 158905 |
| GARNET CREDIT MANAGEMENT LLC → | RIA / FO | $2.3B | NEW YORK, NY | CRD 334755 |
| A.G.P / ALLIANCE GLOBAL PARTNERS → | RIA / FO | $2.3B | WESTPORT, CT | CRD 8361 |
| RSW INVESTMENTS → | RIA / FO | $2.3B | SUMMIT, NJ | CRD 302023 |
| T. ROWE PRICE SINGAPORE PRIVATE LTD → | RIA / FO | $2.3B | SINGAPORE | CRD 155831 |
| TLG ADVISORS, INC. → | RIA / FO | $2.3B | SUMMIT, NJ | CRD 111052 |
| VARADERO CAPITAL, L.P. → | RIA / FO | $2.3B | NEW YORK, NY | CRD 159183 |
| SUMMIT GLOBAL INVESTMENTS, LLC → | RIA / FO | $2.3B | BOUNTIFUL, UT | CRD 157091 |
| VERUS CAPITAL PARTNERS, LLC → | RIA / FO | $2.3B | SCOTTSDALE, AZ | CRD 151568 |
| SECURIS INVESTMENT PARTNERS LLP → | RIA / FO | $2.3B | LONDON | CRD 161295 |
| KA CREDIT ADVISORS, LLC → | RIA / FO | $2.3B | HOUSTON, TX | CRD 306753 |
| JANA PARTNERS MANAGEMENT, LP → | RIA / FO | $2.3B | NEW YORK, NY | CRD 292832 |
| CORNERSTONE MANAGEMENT, INC. → | RIA / FO | $2.3B | DULUTH, GA | CRD 125828 |
| FIDELIS CAPITAL → | RIA / FO | $2.3B | TAMPA, FL | CRD 322287 |
| CLOCKTOWER GROUP, L.P. → | RIA / FO | $2.3B | SANTA MONICA, CA | CRD 158142 |
| RESOLUTION CAPITAL (US) LIMITED → | RIA / FO | $2.3B | RYE BROOK, NY | CRD 298109 |
| LAZARD ASSET MANAGEMENT CANADA INC → | RIA / FO | $2.3B | NEW YORK, NY | CRD 106340 |
| SELLWOOD INVESTMENT PARTNERS LLC → | RIA / FO | $2.3B | PORTLAND, OR | CRD 164696 |
| GAMMA INVESTING LLC → | RIA / FO | $2.3B | – | CRD 312573 |
| VANBARTON GROUP LLC → | RIA / FO | $2.3B | NEW YORK, NY | CRD 119128 |
| ASSET VALUE INVESTORS LIMITED → | RIA / FO | $2.3B | LONDON | CRD 137779 |
| GRANT TANI BARASH & ALTMAN, LLC → | RIA / FO | $2.3B | BEVERLY HILLS, CA | CRD 319128 |
| MONECO ADVISORS → | RIA / FO | $2.3B | FAIRFIELD, CT | CRD 171922 |
| SOUND VIEW WEALTH ADVISORS GROUP, LLC → | RIA / FO | $2.3B | SAVANNAH, GA | CRD 300927 |
| GATEWAY WEALTH PARTNERS, LLC → | RIA / FO | $2.3B | APPLETON, WI | CRD 322789 |
| TRAPHAGEN FINANCIAL GROUP → | RIA / FO | $2.3B | ORADELL, NJ | CRD 107764 |
| ARROYO ENERGY INVESTMENT PARTNERS LLC → | RIA / FO | $2.3B | SPRING, TX | CRD 173735 |
| STONEBRIDGE FINANCIAL GROUP, LLC → | RIA / FO | $2.3B | WORMLEYSBURG, PA | CRD 327529 |
| JDL ADVISERS → | RIA / FO | $2.3B | NEWPORT BEACH, CA | CRD 122307 |
| YHB INVESTMENT ADVISORS INC → | RIA / FO | $2.3B | WEST HARTFORD, CT | CRD 105434 |
| VESTOR CAPITAL, LLC → | RIA / FO | $2.3B | CHICAGO, IL | CRD 165855 |
| DW PARTNERS, LP → | RIA / FO | $2.3B | NEW YORK, NY | CRD 155459 |
| BEAIRD HARRIS → | RIA / FO | $2.3B | DALLAS, TX | CRD 107238 |
| WARATAH CAPITAL ADVISORS LTD. → | RIA / FO | $2.3B | TORONTO, ONTARIO | CRD 173867 |
| COLISEUM CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.3B | ROWAYTON, CT | CRD 158120 |
| FOCUSED WEALTH MANAGEMENT, INC. → | RIA / FO | $2.3B | NEWBURGH, NY | CRD 154828 |
| SANDTON CAPITAL PARTNERS, LP → | RIA / FO | $2.3B | NEW YORK, NY | CRD 160364 |
| ACCESS HOLDINGS MANAGEMENT COMPANY LLC → | RIA / FO | $2.3B | BALTIMORE, MD | CRD 297197 |
| SATHER FINANCIAL GROUP, INC. → | RIA / FO | $2.3B | VICTORIA, TX | CRD 109344 |
| CRAMER ROSENTHAL MCGLYNN LLC → | RIA / FO | $2.3B | STAMFORD, CT | CRD 107911 |
| WIL, LLC → | RIA / FO | $2.3B | PALO ALTO, CA | CRD 170737 |
| CALIFORNIA FINANCIAL ADVISORS → | RIA / FO | $2.3B | SAN RAMON, CA | CRD 110152 |
| EMERALD INVESTMENT ADVISERS, LLC → | RIA / FO | $2.3B | LEOLA, PA | CRD 338769 |
| WATERLOO CAPITAL → | RIA / FO | $2.3B | AUSTIN, TX | CRD 133705 |
| RUBICON FOUNDERS, LLC → | RIA / FO | $2.3B | NASHVILLE, TN | CRD 315631 |
| EXCELLERE PARTNERS → | RIA / FO | $2.3B | DENVER, CO | CRD 142904 |
| LOGOS GLOBAL MANAGEMENT, L.P. → | RIA / FO | $2.3B | SAN FRANCISCO, CA | CRD 305162 |
| RATHER & KITTRELL, INC. → | RIA / FO | $2.3B | KNOXVILLE, TN | CRD 114885 |
| M SQUARE INVESTIMENTOS LTDA. → | RIA / FO | $2.3B | SAO PAULO | CRD 336712 |
| APC ASSET DEVELOPMENT I, LP → | RIA / FO | $2.3B | NEWPORT BEACH, CA | CRD 328513 |
| PACIFIC INCOME ADVISERS INC → | RIA / FO | $2.2B | EL SEGUNDO, CA | CRD 104719 |
| CORNERSTONE ADVISORY → | RIA / FO | $2.2B | HUNT VALLEY, MD | CRD 142359 |
| TENG YUE PARTNERS, L.P. → | RIA / FO | $2.2B | NEW YORK, NY | CRD 162895 |
| AVALOR INVESTMENT AG → | RIA / FO | $2.2B | ZURICH | CRD 283227 |
| TWELVE POINTS WEALTH MANAGEMENT → | RIA / FO | $2.2B | CONCORD, MA | CRD 171107 |
| BROWNING WEST LP → | RIA / FO | $2.2B | LOS ANGELES, CA | CRD 304702 |
| TROLUCE CAPITAL ADVISORS LLC → | RIA / FO | $2.2B | DORADO, PR | CRD 313120 |