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 4001–4100 (page 41 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ARGONNE CAPITAL GROUP, LLC → | RIA / FO | $1.7B | ATLANTA, GA | CRD 291254 |
| EMBER INFRASTRUCTURE → | RIA / FO | $1.7B | NEW YORK, NY | CRD 309483 |
| TRACE CAPITAL MANAGEMENT LP → | RIA / FO | $1.7B | HOUSTON, TX | CRD 322094 |
| TRANSOM CAPITAL GROUP → | RIA / FO | $1.7B | EL SEGUNDO, CA | CRD 170459 |
| WEATHERLY ASSET MANAGEMENT → | RIA / FO | $1.7B | DEL MAR, CA | CRD 106935 |
| PATTON ALBERTSON MILLER GROUP, LLC → | RIA / FO | $1.7B | CHATTANOOGA, TN | CRD 281558 |
| RENWAVE KORE, LLC → | RIA / FO | $1.7B | GREENWICH, CT | CRD 331016 |
| ADVYZON INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.7B | LISLE, IL | CRD 318816 |
| CPC ADVISORS, LLC → | RIA / FO | $1.7B | ATLANTA, GA | CRD 111025 |
| ADAR1 CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.7B | AUSTIN, TX | CRD 299694 |
| J.M. FORBES & CO. LLP → | RIA / FO | $1.7B | BOSTON, MA | CRD 107422 |
| TAILWIND ADVISORS → | RIA / FO | $1.7B | FORT WORTH, TX | CRD 150081 |
| DOMINUS CAPITAL MANAGEMENT, L.P. → | RIA / FO | $1.7B | NEW YORK, NY | CRD 156885 |
| PRIMUS CAPITAL PARTNERS, INC. → | RIA / FO | $1.7B | ATLANTA, GA | CRD 156861 |
| KMG FIDUCIARY PARTNERS, LLC → | RIA / FO | $1.7B | TOLEDO, OH | CRD 298331 |
| PERPETUA → | RIA / FO | $1.7B | CAPE TOWN, WESTERN CAPE | CRD 315222 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.7B | CHARLOTTESVILLE, VA | CRD 156869 |
| FOUNDERS CIRCLE CAPITAL, LLC → | RIA / FO | $1.7B | CAMPBELL, CA | CRD 166012 |
| CONWAY INVESTMENT SOLUTIONS → | RIA / FO | $1.7B | SAINT LOUIS, MO | CRD 154659 |
| CANNON FINANCIAL STRATEGISTS, INC. → | RIA / FO | $1.7B | ATHENS, GA | CRD 133509 |
| CAPITOL MERIDIAN PARTNERS LP → | RIA / FO | $1.7B | WASHINGTON, DC | CRD 319080 |
| ORANGE INVESTMENT ADVISORS, INC. → | RIA / FO | $1.7B | GOSHEN, NY | CRD 107387 |
| ARMSTRONG ADVISORY GROUP INC. → | RIA / FO | $1.7B | NEEDHAM, MA | CRD 318662 |
| ATERIAN INVESTMENT MANAGEMENT, LP → | RIA / FO | $1.7B | NEW YORK, NY | CRD 169302 |
| ENERGIZE CAPITAL LLC → | RIA / FO | $1.7B | CHICAGO, IL | CRD 289047 |
| ISLAND INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 308097 |
| FORA CAPITAL, LLC → | RIA / FO | $1.7B | MIAMI, FL | CRD 295393 |
| WEST RIM CAPITAL ASSOCIATES II, L.P. → | RIA / FO | $1.7B | LEHI, UT | CRD 145085 |
| KBI GLOBAL INVESTORS (NORTH AMERICA) LTD → | RIA / FO | $1.7B | DUBLIN 1 | CRD 113606 |
| PHILOSOPHY CAPITAL MANAGEMENT LLC → | RIA / FO | $1.7B | ALAMO, CA | CRD 308425 |
| NORTHERN TRUST SECURITIES, INC → | RIA / FO | $1.7B | CHICAGO, IL | CRD 7927 |
| 50T FUNDS → | RIA / FO | $1.7B | NEW YORK, NY | CRD 326720 |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. → | RIA / FO | $1.7B | FAIRFIELD, NJ | CRD 128199 |
| LEVIN CAPITAL STRATEGIES, L.P. → | RIA / FO | $1.7B | NEW YORK, NY | CRD 137147 |
| PICKERING ENERGY PARTNERS LP → | RIA / FO | $1.7B | HOUSTON, TX | CRD 302116 |
| INDIGO PARTNERS LLC → | RIA / FO | $1.7B | SCOTTSDALE, AZ | CRD 163648 |
| PLATFORM INVESTMENTS, LLC → | RIA / FO | $1.7B | KANSAS CITY, MO | CRD 159261 |
| HERMES GPE (USA) INC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 166839 |
| QUATTRO FINANCIAL ADVISORS → | RIA / FO | $1.7B | THE WOODLANDS, TX | CRD 284852 |
| COMPASS GROUP LLC → | RIA / FO | $1.7B | NEW YORK, NY | CRD 108772 |
| JOURNEY ADVISORY GROUP, LLC → | RIA / FO | $1.7B | COVINGTON, KY | CRD 171919 |
| DORCHESTER CAPITAL ADVISORS, LLC → | RIA / FO | $1.7B | LOS ANGELES, CA | CRD 157965 |
| RICHBROOK ADVISORS, LP → | RIA / FO | $1.7B | NEW YORK, NY | CRD 316848 |
| THE HOERNER PLANNING GROUP, LLC → | RIA / FO | $1.7B | MIDDLEBURG, VA | CRD 139464 |
| DOCK STREET CAPITAL MANAGEMENT LLC → | RIA / FO | $1.7B | WESTPORT, CT | CRD 157155 |
| BAIN CAPITAL PARTNERSHIP STRATEGIES, LP → | RIA / FO | $1.7B | BOSTON, MA | CRD 297457 |
| BLUE SEA CAPITAL LLC → | RIA / FO | $1.7B | WEST PALM BEACH, FL | CRD 169023 |
| MARTIN & COMPANY INVESTMENT COUNSEL → | RIA / FO | $1.7B | KNOXVILLE, TN | CRD 108718 |
| LPC REALTY ADVISORS I, LLC → | RIA / FO | $1.6B | CHICAGO, IL | CRD 112175 |
| PERSONAL CFO SOLUTIONS LLC → | RIA / FO | $1.6B | CHESTER, NJ | CRD 158248 |
| PATHWAY FINANCIAL ADVISORS, LLC → | RIA / FO | $1.6B | SOUTH BURLINGTON, VT | CRD 124801 |
| MWP ADVISORY, LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 309573 |
| PARK PRESIDIO CAPITAL LLC → | RIA / FO | $1.6B | SAN FRANCISCO, CA | CRD 168954 |
| LYELL WEALTH MANAGEMENT LP → | RIA / FO | $1.6B | MENLO PARK, CA | CRD 283521 |
| ERA PARTNERS LLC → | RIA / FO | $1.6B | SAN FRANCISCO, CA | CRD 307400 |
| STRATEGIC WEALTH PARTNERS, LTD. → | RIA / FO | $1.6B | INDEPENDENCE, OH | CRD 148586 |
| CORDILLERA INVESTMENT PARTNERS, L.P. → | RIA / FO | $1.6B | SAN FRANCISCO, CA | CRD 277036 |
| SCARBOROUGH CAPITAL MANAGEMENT → | RIA / FO | $1.6B | ANNAPOLIS, MD | CRD 169517 |
| BUCK WEALTH STRATEGIES, LLC → | RIA / FO | $1.6B | DENVER, CO | CRD 322138 |
| ARS WEALTH ADVISORS → | RIA / FO | $1.6B | ST. PETERSBURG, FL | CRD 314882 |
| STEEL GROVE CAPITAL ADVISORS, LLC → | RIA / FO | $1.6B | MEMPHIS, TN | CRD 115231 |
| TREE LINE MANAGEMENT → | RIA / FO | $1.6B | HONG KONG | CRD 140648 |
| WILLOW WEALTH → | RIA / FO | $1.6B | NEW YORK, NY | CRD 282487 |
| FIRST PRINCIPLES GROUP → | RIA / FO | $1.6B | – | CRD 322950 |
| USA FINANCIAL EXCHANGE → | RIA / FO | $1.6B | ADA, MI | CRD 283466 |
| ARDSLEY PARTNERS → | RIA / FO | $1.6B | NORWALK, CT | CRD 301116 |
| PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. → | RIA / FO | $1.6B | BOSTON, MA | CRD 105060 |
| FORGELIGHT LLC → | RIA / FO | $1.6B | MIAMI, FL | CRD 307944 |
| PROVENIO CAPITAL → | RIA / FO | $1.6B | NEWPORT BEACH, CA | CRD 333009 |
| ZWEIG-DIMENNA ASSOCIATES LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 161385 |
| TOM JOHNSON INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.6B | OKLAHOMA CITY, OK | CRD 104511 |
| RODGERS & ASSOCIATES → | RIA / FO | $1.6B | LANCASTER, PA | CRD 121700 |
| SHELLBACK CAPITAL, LP → | RIA / FO | $1.6B | BOSTON, MA | CRD 169642 |
| KARPREILLY, LLC → | RIA / FO | $1.6B | GREENWICH, CT | CRD 161169 |
| WEALHOUSE CAPITAL LIMITED PARTNERSHIP → | RIA / FO | $1.6B | TORONTO, ONTARIO | CRD 282931 |
| FS FUND ADVISOR, LLC → | RIA / FO | $1.6B | PHILADELPHIA, PA | CRD 286673 |
| TRIVIUM POINT ADVISORY, LLC → | RIA / FO | $1.6B | WILTON, CT | CRD 292182 |
| MATISSE CAPITAL → | RIA / FO | $1.6B | PORTLAND, OR | CRD 155424 |
| THIRD AVENUE MANAGEMENT LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 107545 |
| MULLER & MONROE ASSET MANAGEMENT,LLC → | RIA / FO | $1.6B | CHICAGO, IL | CRD 132073 |
| TELOS CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.6B | SAN DIEGO, CA | CRD 149108 |
| INTREPID CAPITAL MANAGEMENT INC → | RIA / FO | $1.6B | JACKSONVILLE BEACH, FL | CRD 108516 |
| L. ROY PAPP & ASSOCIATES, LLP → | RIA / FO | $1.6B | PHOENIX, AZ | CRD 105130 |
| TACORA CAPITAL MANAGEMENT, LP → | RIA / FO | $1.6B | – | CRD 316585 |
| PASADENA PRIVATE WEALTH, LLC → | RIA / FO | $1.6B | PASADENA, CA | CRD 295178 |
| THE NEMES RUSH GROUP, LLC → | RIA / FO | $1.6B | NOVI, MI | CRD 312554 |
| BLOOM ADVISORS → | RIA / FO | $1.6B | FARMINGTON HILLS, MI | CRD 106152 |
| ISC ADVISORS, INC. → | RIA / FO | $1.6B | DALLAS, TX | CRD 166586 |
| ISLANDBRIDGE CAPITAL LIMITED → | RIA / FO | $1.6B | LONDON, GREATER LONDON | CRD 312174 |
| FORTIS CAPITAL ADVISORS, LLC → | RIA / FO | $1.6B | PRAIRIE VILLAGE, KS | CRD 309709 |
| EURAZEO NORTH AMERICA, INC. → | RIA / FO | $1.6B | NEW YORK, NY | CRD 300444 |
| COLUMBUS HILL CAPITAL MANAGEMENT, L.P. → | RIA / FO | $1.6B | SHORT HILLS, NJ | CRD 158336 |
| SATORI CAPITAL, LLC → | RIA / FO | $1.6B | DALLAS, TX | CRD 161829 |
| UNISON INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.6B | SAN FRANCISCO, CA | CRD 150893 |
| HAYFIN CAPITAL MANAGEMENT LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 157131 |
| SIERRA CAPITAL LLC → | RIA / FO | $1.6B | MIAMI, FL | CRD 110129 |
| TEEWINOT CAPITAL ADVISERS, L.L.C. → | RIA / FO | $1.6B | NORWALK, CT | CRD 138757 |
| SONE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 331656 |
| ATLANTIC STREET CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.6B | GREENWICH, CT | CRD 161107 |
| LESTE CAPITAL PARTNERS (FLORIDA), LLC → | RIA / FO | $1.6B | MIAMI, FL | CRD 285179 |