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 3501–3600 (page 36 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NFC INVESTMENTS, LLC → | RIA / FO | $2.1B | MEMPHIS, TN | CRD 132844 |
| PINNACLE ADVISORS → | RIA / FO | $2.1B | MANSFIELD, OH | CRD 106817 |
| INTERMEDE GLOBAL PARTNERS INC → | RIA / FO | $2.1B | SAN FRANCISCO, CA | CRD 288616 |
| NEXT CAPITAL MANAGEMENT LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 110793 |
| FERNBRIDGE CAPITAL MANAGEMENT LP → | RIA / FO | $2.1B | LOS ANGELES, CA | CRD 309334 |
| GMO SINGAPORE PTE. LIMITED → | RIA / FO | $2.1B | SINGAPORE | CRD 169321 |
| LAWLEY RETIREMENT ADVISORS → | RIA / FO | $2.1B | BUFFALO, NY | CRD 282786 |
| ORLEANS CAPITAL MANAGEMENT CORP → | RIA / FO | $2.1B | MANDEVILLE, LA | CRD 111359 |
| ROUNDVIEW CAPITAL, LLC → | RIA / FO | $2.1B | PRINCETON, NJ | CRD 148083 |
| SIR CAPITAL MANAGEMENT L.P. → | RIA / FO | $2.1B | NEW YORK, NY | CRD 161096 |
| DOUBLELINE ETF ADVISER LP → | RIA / FO | $2.1B | TAMPA, FL | CRD 317415 |
| OKABENA INVESTMENT SERVICES INC → | RIA / FO | $2.1B | MINNEAPOLIS, MN | CRD 111162 |
| TOWER ARCH CAPITAL → | RIA / FO | $2.1B | DRAPER, UT | CRD 169057 |
| ENLIGHTENMENT CAPITAL → | RIA / FO | $2.1B | CHEVY CHASE, MD | CRD 166422 |
| WESTVIEW CAPITAL MANAGEMENT LLC → | RIA / FO | $2.1B | BOSTON, MA | CRD 157839 |
| VELOCITY CAPITAL ADVISORS LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 322722 |
| SUNCOAST EQUITY MANAGEMENT, LLC → | RIA / FO | $2.1B | TAMPA, FL | CRD 108289 |
| BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED → | RIA / FO | $2.1B | SINGAPORE | CRD 297731 |
| NEW ENGLAND RETIREMENT CONSULTANTS, LLC → | RIA / FO | $2.1B | BOSTON, MA | CRD 141573 |
| VANDERBILT ADVISORY SERVICES → | RIA / FO | $2.1B | WOODBURY, NY | CRD 116537 |
| DISTILLATE CAPITAL PARTNERS LLC → | RIA / FO | $2.1B | CHICAGO, IL | CRD 297521 |
| GREYLION PARTNERS LP → | RIA / FO | $2.1B | NEW YORK, NY | CRD 308336 |
| GERCHEN CAPITAL PARTNERS → | RIA / FO | $2.1B | CHICAGO, IL | CRD 316524 |
| ELSER FINANCIAL PLANNING, INC. → | RIA / FO | $2.1B | INDIANAPOLIS, IN | CRD 143311 |
| TRANSAMERICA FINANCIAL ADVISORS, LLC → | RIA / FO | $2.1B | PHILADELPHIA, PA | CRD 16164 |
| FIDUCIARY ADVISORS, INC. → | RIA / FO | $2.1B | ST. LOUIS, MO | CRD 108239 |
| THE WEALTH ALLIANCE, LLC → | RIA / FO | $2.1B | MELVILLE, NY | CRD 305052 |
| NAVY FEDERAL INVESTMENT SERVICES, LLC → | RIA / FO | $2.1B | VIENNA, VA | CRD 138459 |
| BLUE GROTTO CAPITAL, LLC → | RIA / FO | $2.1B | ATLANTA, GA | CRD 299869 |
| AMERAUDI ASSET MANAGEMENT, INC. → | RIA / FO | $2.1B | NEW YORK, NY | CRD 119854 |
| LONG RIDGE EQUITY PARTNERS → | RIA / FO | $2.1B | NEW YORK, NY | CRD 163730 |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC → | RIA / FO | $2.1B | CENTER VALLEY, PA | CRD 277044 |
| ALPINE ASSOCIATES MANAGEMENT INC. → | RIA / FO | $2.1B | PALM BEACH, FL | CRD 138901 |
| ASCENTIS INDEPENDENT ADVISORS, LLC → | RIA / FO | $2.1B | DALLAS, TX | CRD 322879 |
| SUNDANCE BAY → | RIA / FO | $2.1B | SALT LAKE CITY, UT | CRD 301868 |
| EMERALD MUTUAL FUND ADVISERS TRUST → | RIA / FO | $2.1B | LEOLA, PA | CRD 135130 |
| ADELL HARRIMAN & CARPENTER → | RIA / FO | $2.1B | HOUSTON, TX | CRD 107488 |
| COLUMBIA CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.1B | MERRIAM, KS | CRD 112773 |
| FIRST HEARTLAND CONSULTANTS, INC. → | RIA / FO | $2.1B | LAKE ST. LOUIS, MO | CRD 110377 |
| UNITED ASSET STRATEGIES INC. → | RIA / FO | $2.1B | GARDEN CITY, NY | CRD 107434 |
| GOLDFINCH PARTNERS → | RIA / FO | $2.1B | BELLEVUE, WA | CRD 300919 |
| NARWHAL CAPITAL MANAGEMENT → | RIA / FO | $2.1B | MARIETTA, GA | CRD 135958 |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. → | RIA / FO | $2.1B | RIO DE JANEIRO | CRD 160366 |
| CARRICK CAPITAL PARTNERS → | RIA / FO | $2.1B | SAN FRANCISCO, CA | CRD 165915 |
| ARIS MANAGEMENT, LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 317315 |
| ZANBATO ADVISORS LLC → | RIA / FO | $2.1B | MOUNTAIN VIEW, CA | CRD 311620 |
| MAREN CAPITAL → | RIA / FO | $2.1B | CHICAGO, IL | CRD 319626 |
| INDIVISIBLE PARTNERS → | RIA / FO | $2.1B | CLEARWATER, FL | CRD 332431 |
| TRUE WIND CAPITAL MANAGEMENT, L.P. → | RIA / FO | $2.1B | SAN FRANCISCO, CA | CRD 281109 |
| RIVER CANYON FUND MANAGEMENT LLC → | RIA / FO | $2.1B | DALLAS, TX | CRD 169465 |
| GILLSON CAPITAL → | RIA / FO | $2.1B | CHICAGO, IL | CRD 284079 |
| BASIS MANAGEMENT GROUP LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 282518 |
| EUBEL BRADY & SUTTMAN → | RIA / FO | $2.1B | MIAMISBURG, OH | CRD 107316 |
| NEWTYN MANAGEMENT, LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 161156 |
| SEGMENT WEALTH MANAGEMENT, LLC → | RIA / FO | $2.1B | HOUSTON, TX | CRD 164877 |
| TORTOISE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $2.1B | WHITE PLAINS, NY | CRD 128723 |
| AVESTAR CAPITAL, LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 287525 |
| ELEQUIN CAPITAL, LP → | RIA / FO | $2.1B | NEW YORK, NY | CRD 308371 |
| PHOENIX MERCHANT PARTNERS, LP → | RIA / FO | $2.1B | RYE, NY | CRD 324381 |
| M.D. SASS, LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 110590 |
| ELLENBECKER INVESTMENT GROUP → | RIA / FO | $2.1B | WAUKESHA, WI | CRD 173851 |
| LANCASTER INVESTMENT MANAGEMENT LLP → | RIA / FO | $2.1B | LONDON | CRD 158068 |
| ALBION RIVER → | RIA / FO | $2.1B | ROCKVILLE, MD | CRD 322098 |
| CAHABA WEALTH MANAGEMENT, INC. → | RIA / FO | $2.1B | ATLANTA, GA | CRD 151675 |
| EW HEALTHCARE PARTNERS → | RIA / FO | $2.1B | THE WOODLANDS, TX | CRD 158263 |
| APC ASSET DEVELOPMENT II, LP → | RIA / FO | $2.1B | NEWPORT BEACH, CA | CRD 328587 |
| FLAT FOOTED LLC → | RIA / FO | $2.1B | WILSON, WY | CRD 291593 |
| MADISON AVENUE SOLUTIONS, LLC → | RIA / FO | $2.1B | CHICAGO, IL | CRD 307461 |
| BEESE FULMER PRIVATE WEALTH MANAGEMENT → | RIA / FO | $2.1B | CANTON, OH | CRD 109882 |
| SOUTHFIELD CAPITAL LP → | RIA / FO | $2.1B | GREENWICH, CT | CRD 163023 |
| PLEASANT LAKE PARTNERS LLC → | RIA / FO | $2.1B | RINCON, PR | CRD 304281 |
| QUENT CAPITAL, LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 308203 |
| CHURCHILL DLC ADVISOR LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 304945 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC → | RIA / FO | $2.1B | STAMFORD, CT | CRD 152242 |
| APPLIED FINANCE ADVISORS, LLC → | RIA / FO | $2.1B | SAN ANTONIO, TX | CRD 140054 |
| WARWICK INVESTMENT GROUP, LLC → | RIA / FO | $2.1B | OKLAHOMA CITY, OK | CRD 226670 |
| D/B/A THE DAVIS COMPANIES OR DAVIS → | RIA / FO | $2.0B | BOSTON, MA | CRD 161888 |
| NATURAL INVESTMENTS → | RIA / FO | $2.0B | – | CRD 113348 |
| SAWGRASS ASSET MANAGEMENT LLC → | RIA / FO | $2.0B | PONTE VEDRA BEACH, FL | CRD 108831 |
| CARSON GROUP INVESTING → | RIA / FO | $2.0B | OMAHA, NE | CRD 291744 |
| INSCRIPTION CAPITAL, LLC → | RIA / FO | $2.0B | HOUSTON, TX | CRD 291780 |
| SOFI WEALTH LLC → | RIA / FO | $2.0B | SAN FRANCISCO, CA | CRD 167958 |
| ADVICEONE ADVISORY SERVICES, LLC → | RIA / FO | $2.0B | GLASTONBURY, CT | CRD 111614 |
| CRESTA FUND MANAGEMENT LLC → | RIA / FO | $2.0B | DALLAS, TX | CRD 288079 |
| DOYENNE WEALTH ADVISORS → | RIA / FO | $2.0B | CHICAGO, IL | CRD 315995 |
| VOLATILITY SHARES LLC → | RIA / FO | $2.0B | PALM BEACH GARDENS, FL | CRD 321955 |
| MINOT DEBLOIS ADVISORS LLC → | RIA / FO | $2.0B | BOSTON, MA | CRD 140170 |
| BLUE ROAD MANAGEMENT, L.P. → | RIA / FO | $2.0B | NEW YORK, NY | CRD 169845 |
| MOSAIC WEALTH → | RIA / FO | $2.0B | ST. LOUIS, MO | CRD 317377 |
| CLEARVIEW CAPITAL, L.P. → | RIA / FO | $2.0B | STAMFORD, CT | CRD 161146 |
| L SQUARED CAPITAL PARTNERS → | RIA / FO | $2.0B | NEWPORT BEACH, CA | CRD 288509 |
| JLC INFRASTRUCTURE → | RIA / FO | $2.0B | NEW YORK, NY | CRD 287638 |
| POINT BREAK CAPITAL MANAGEMENT LLC → | RIA / FO | $2.0B | MIAMI, FL | CRD 164213 |
| OPEROSE ADVISORS LLC → | RIA / FO | $2.0B | MILWAUKEE, WI | CRD 287465 |
| ATWOOD & PALMER, INC. → | RIA / FO | $2.0B | KANSAS CITY, MO | CRD 104995 |
| BRISTOL GROUP INC → | RIA / FO | $2.0B | SAN FRANCISCO, CA | CRD 105087 |
| 8 KNOTS MANAGEMENT, LLC → | RIA / FO | $2.0B | DALLAS, TX | CRD 305473 |
| CALLODINE CAPITAL MANAGEMENT → | RIA / FO | $2.0B | BOSTON, MA | CRD 297115 |
| RESMARK EQUITY PARTNERS, LLC → | RIA / FO | $2.0B | LOS ANGELES, CA | CRD 116882 |
| PROVISE MANAGEMENT GROUP, LLC → | RIA / FO | $2.0B | CLEARWATER, FL | CRD 105375 |