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 3601–3700 (page 37 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CAPWEALTH ADVISORS, LLC → | RIA / FO | $2.0B | FRANKLIN, TN | CRD 148781 |
| ALPEN PARTNERS INTERNATIONAL AG → | RIA / FO | $2.0B | FREIENBACH | CRD 291759 |
| WASHINGTON CROSSING ADVISORS LLC → | RIA / FO | $2.0B | MORRISTOWN, NJ | CRD 281511 |
| ALTHUM ADVISORS LLC → | RIA / FO | $2.0B | MIAMI, FL | CRD 315952 |
| KEEBECK WEALTH MANAGEMENT → | RIA / FO | $2.0B | CHICAGO, IL | CRD 297496 |
| HALYARD ASSET MANAGEMENT LLC → | RIA / FO | $2.0B | WHITE PLAINS, NY | CRD 154493 |
| AVITY INVESTMENT MANAGEMENT INC. → | RIA / FO | $2.0B | GREENWICH, CT | CRD 104623 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. → | RIA / FO | $2.0B | EDINA, MN | CRD 117962 |
| FAIRVIEW CAPITAL → | RIA / FO | $2.0B | GREENBRAE, CA | CRD 108102 |
| NIPUN CAPITAL, L.P. → | RIA / FO | $2.0B | FOSTER CITY, CA | CRD 159752 |
| FRONTENAC → | RIA / FO | $2.0B | CHICAGO, IL | CRD 156096 |
| CHERRY CREEK FAMILY OFFICES → | RIA / FO | $2.0B | DENVER, CO | CRD 156310 |
| NCH CAPITAL INC. → | RIA / FO | $2.0B | NEW YORK, NY | CRD 157288 |
| PORTOLAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.0B | BOSTON, MA | CRD 157542 |
| UNISON → | RIA / FO | $2.0B | PROVIDENCE, RI | CRD 155470 |
| HAMMES REALTY ADVISORS, LLC → | RIA / FO | $2.0B | MILWAUKEE, WI | CRD 165693 |
| MADISON AVENUE SECURITIES, LLC → | RIA / FO | $2.0B | SAN DIEGO, CA | CRD 23224 |
| BOSTON FAMILY OFFICE LLC → | RIA / FO | $2.0B | BOSTON, MA | CRD 107141 |
| RUSH ISLAND MANAGEMENT, LP → | RIA / FO | $2.0B | NEW YORK, NY | CRD 291275 |
| WESTERN TECHNOLOGY INVESTMENT (WTI) → | RIA / FO | $2.0B | PORTOLA VALLEY, CA | CRD 110429 |
| MARKS GROUP WEALTH MANAGEMENT, INC. → | RIA / FO | $2.0B | MINNETONKA, MN | CRD 148679 |
| SPYGLASS CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.0B | GREENBRAE, CA | CRD 281266 |
| FUTURE CAPITAL → | RIA / FO | $2.0B | CHATTANOOGA, TN | CRD 119081 |
| ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC → | RIA / FO | $2.0B | BOSTON, MA | CRD 174333 |
| ALBION FINANCIAL GROUP → | RIA / FO | $2.0B | SALT LAKE CITY, UT | CRD 105957 |
| INFINITY Q CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.0B | NEW YORK, NY | CRD 164179 |
| DECLARATION PARTNERS LP → | RIA / FO | $2.0B | NEW YORK, NY | CRD 297786 |
| WOODMONT INVESTMENT COUNSEL, LLC → | RIA / FO | $2.0B | NASHVILLE, TN | CRD 109779 |
| AFF FUND MANAGER, LLC → | RIA / FO | $2.0B | ATLANTA, GA | CRD 281296 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC → | RIA / FO | $2.0B | MONTGOMERY, AL | CRD 116091 |
| CORRY CAPITAL ADVISORS, LLC → | RIA / FO | $2.0B | VERO BEACH, FL | CRD 165403 |
| PHYSICIAN WEALTH ADVISORS, INC. → | RIA / FO | $2.0B | SALT LAKE CITY, UT | CRD 106043 |
| LANE42 → | RIA / FO | $2.0B | SANTA MONICA, CA | CRD 335548 |
| AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED → | RIA / FO | $2.0B | MUMBAI | CRD 156771 |
| JNBA FINANCIAL ADVISORS, LLC → | RIA / FO | $2.0B | BLOOMINGTON, MN | CRD 106550 |
| IMPAX ASSET MANAGEMENT → | RIA / FO | $2.0B | LONDON | CRD 171783 |
| CAPTRUST WEALTH ADVISORS → | RIA / FO | $2.0B | HOLLAND, MI | CRD 173736 |
| NEVILLE, RODIE & SHAW INC → | RIA / FO | $2.0B | NEW YORK, NY | CRD 104969 |
| BLACKHILL CAPITAL, INC → | RIA / FO | $2.0B | MORRISTOWN, NJ | CRD 105208 |
| ROSE SMART GROWTH INVESTMENT ADVISORS, LLC → | RIA / FO | $2.0B | NEW YORK, NY | CRD 161271 |
| CORDA INVESTMENT MANAGEMENT, LLC → | RIA / FO | $2.0B | HOUSTON, TX | CRD 108046 |
| SILVEROAK WEALTH MANAGEMENT LLC → | RIA / FO | $2.0B | EDINA, MN | CRD 110532 |
| VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP → | RIA / FO | $2.0B | TEL AVIV | CRD 326297 |
| NAPLES GLOBAL ADVISORS → | RIA / FO | $2.0B | NAPLES, FL | CRD 158544 |
| TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP → | RIA / FO | $2.0B | VANCOUVER, BC | CRD 286614 |
| THE HARBOR GROUP, INC. → | RIA / FO | $2.0B | BEDFORD, NH | CRD 105637 |
| HEALTHEQUITY ADVISORS → | RIA / FO | $2.0B | DRAPER, UT | CRD 167105 |
| TIG ADVISORS LLC → | RIA / FO | $2.0B | NEW YORK, NY | CRD 138306 |
| STACK FINANCIAL MANAGEMENT INC → | RIA / FO | $2.0B | WHITEFISH, MT | CRD 106785 |
| EPFC CAPITAL PARTNERS → | RIA / FO | $2.0B | NEW YORK, NY | CRD 307803 |
| RAYMOND JAMES (USA) LTD → | RIA / FO | $2.0B | VANCOUVER | CRD 25853 |
| WELLESLEY ASSET MANAGEMENT, INC. → | RIA / FO | $2.0B | PORTSMOUTH, NH | CRD 116176 |
| BALEFIRE, LLC → | RIA / FO | $2.0B | DALLAS, TX | CRD 168733 |
| MAK CAPITAL → | RIA / FO | $2.0B | NEW YORK, NY | CRD 158132 |
| COMPERIO RETIREMENT CONSULTING, INC. → | RIA / FO | $2.0B | CARY, NC | CRD 140786 |
| MIDWESTERN SECURITIES TRADING CO.,LLC → | RIA / FO | $2.0B | EAST PEORIA, IL | CRD 101080 |
| TRUMBOWER FINANCIAL ADVISORS LLC → | RIA / FO | $2.0B | BETHESDA, MD | CRD 107495 |
| MOUNT LOGAN MANAGEMENT → | RIA / FO | $2.0B | NEW YORK, NY | CRD 311161 |
| SOLE SOURCE CAPITAL LLC → | RIA / FO | $2.0B | DALLAS, TX | CRD 290032 |
| WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP → | RIA / FO | $2.0B | BOULDER, CO | CRD 143980 |
| GRAYCLIFF PARTNERS LP → | RIA / FO | $2.0B | NEW YORK, NY | CRD 157221 |
| TIMBERLAND INVESTMENT RESOURCES, LLC → | RIA / FO | $2.0B | ATLANTA, GA | CRD 129663 |
| LEE DANNER & BASS INC → | RIA / FO | $2.0B | NASHVILLE, TN | CRD 111002 |
| CENTEROAK ADVISER, L.P. → | RIA / FO | $2.0B | DALLAS, TX | CRD 175156 |
| LONG POND CAPITAL, LP → | RIA / FO | $2.0B | NEW YORK, NY | CRD 161168 |
| JSF FINANCIAL, LLC → | RIA / FO | $2.0B | LOS ANGELES, CA | CRD 114025 |
| GREENWOOD GEARHART, LLC → | RIA / FO | $2.0B | FAYETTEVILLE, AR | CRD 110379 |
| BOLDHAVEN MANAGEMENT → | RIA / FO | $2.0B | LONDON | CRD 304300 |
| LINGOTTO US LLC → | RIA / FO | $2.0B | NEW YORK, NY | CRD 328113 |
| CENTER FOR FINANCIAL PLANNING INC → | RIA / FO | $2.0B | SOUTHFIELD, MI | CRD 109599 |
| LUMENT INVESTMENT MANAGEMENT, LLC → | RIA / FO | $2.0B | NEW YORK, NY | CRD 306487 |
| THE FIDUCIARY GROUP → | RIA / FO | $2.0B | SAVANNAH, GA | CRD 221530 |
| THE NORDEN GROUP LLC → | RIA / FO | $2.0B | PROVO, UT | CRD 323988 |
| SHAPIRO CAPITAL MANAGEMENT LLC → | RIA / FO | $2.0B | ATLANTA, GA | CRD 105581 |
| FIC PARTNERS MANAGEMENT, LP → | RIA / FO | $2.0B | HOUSTON, TX | CRD 282788 |
| ZAZOVE ASSOCIATES LLC → | RIA / FO | $2.0B | INCLINE VILLAGE, NV | CRD 104751 |
| BRYNWOOD PARTNERS → | RIA / FO | $2.0B | GREENWICH, CT | CRD 158087 |
| OCEAN AVENUE CAPITAL PARTNERS, L.P. → | RIA / FO | $2.0B | SANTA MONICA, CA | CRD 160122 |
| C.M. CAPITAL ADVISORS, LLC → | RIA / FO | $2.0B | PALO ALTO, CA | CRD 157529 |
| BELLECAPITAL INTERNATIONAL → | RIA / FO | $2.0B | ZURICH | CRD 158348 |
| CS PLANNING CORP → | RIA / FO | $2.0B | PORTLAND, OR | CRD 149937 |
| KORA MANAGEMENT LP → | RIA / FO | $2.0B | BROOKLYN, NY | CRD 172534 |
| HCR WEALTH ADVISORS → | RIA / FO | $2.0B | LOS ANGELES, CA | CRD 108676 |
| EVOLUTION WEALTH ADVISORS, LLC → | RIA / FO | $2.0B | AVENTURA, FL | CRD 285142 |
| GUIDESTONE ADVISORS → | RIA / FO | $2.0B | DALLAS, TX | CRD 149624 |
| CERES PARTNERS, LLC → | RIA / FO | $2.0B | SOUTH BEND, IN | CRD 290937 |
| QSEMBLE CAPITAL MANAGEMENT, LP → | RIA / FO | $2.0B | NEW YORK CITY, NY | CRD 290920 |
| 3EDGE ASSET MANAGEMENT, LP → | RIA / FO | $2.0B | NAPLES, FL | CRD 282059 |
| QUANTIX COMMODITIES LP → | RIA / FO | $2.0B | GREENWICH, CT | CRD 317784 |
| NEW STATE CAPITAL PARTNERS → | RIA / FO | $2.0B | NEW ROCHELLE, NY | CRD 170409 |
| ABOUND WEALTH MANAGEMENT, LLC → | RIA / FO | $1.9B | FRANKLIN, TN | CRD 285903 |
| BEHRMAN BROTHERS MANAGEMENT COMPANY L.P. → | RIA / FO | $1.9B | NEW YORK, NY | CRD 161083 |
| ASCENDANT CAPITAL PARTNERS LP → | RIA / FO | $1.9B | LOS ANGELES, CA | CRD 306257 |
| BULLTICK WEALTH MANAGEMENT, LLC → | RIA / FO | $1.9B | MIAMI, FL | CRD 141588 |
| SOMA EQUITY PARTNERS, LP → | RIA / FO | $1.9B | SAN FRANCISCO, CA | CRD 283613 |
| CAPITAL Z PARTNERS MANAGEMENT, LLC → | RIA / FO | $1.9B | NAPLES, FL | CRD 157048 |
| LORIENT CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.9B | MIAMI, FL | CRD 289572 |
| ALLIANCE PARTNERS LLC → | RIA / FO | $1.9B | CHEVY CHASE, MD | CRD 157700 |
| PCM ENCORE, LLC → | RIA / FO | $1.9B | ASPEN, CO | CRD 333127 |
| SISUNG INVESTMENT MANAGEMENT SERVICES LLC → | RIA / FO | $1.9B | METAIRIE, LA | CRD 107318 |