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 4101–4200 (page 42 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GLOBAL STRATEGIC NEXTGEN OCIO → | RIA / FO | $1.6B | SCOTTSDALE, AZ | CRD 175300 |
| MOMENTUM INDEPENDENT NETWORK INC. → | RIA / FO | $1.6B | DALLAS, TX | CRD 17587 |
| THE GLEASON GROUP, INC. → | RIA / FO | $1.6B | PROSPECT, KY | CRD 175104 |
| NBT CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.6B | NORWICH, NY | CRD 104932 |
| ACTIVANT CAPITAL GROUP LLC → | RIA / FO | $1.6B | DARIEN, CT | CRD 173856 |
| FC CAPITAL MANAGEMENT LLC → | RIA / FO | $1.6B | CHARLOTTE, NC | CRD 161220 |
| BUCHANAN STREET PARTNERS, L.P. → | RIA / FO | $1.6B | NEWPORT BEACH, CA | CRD 169052 |
| ROTUNDA CAPITAL PARTNERS, LLC → | RIA / FO | $1.6B | BETHESDA, MD | CRD 290282 |
| BOUCHEY FINANCIAL GROUP LTD → | RIA / FO | $1.6B | TROY, NY | CRD 111824 |
| SILVERARC CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.6B | BOSTON, MA | CRD 304220 |
| FINANCIAL PLAN, INC. → | RIA / FO | $1.6B | BELLINGHAM, WA | CRD 116073 |
| TANAGER WEALTH MANAGEMENT → | RIA / FO | $1.6B | LONDON | CRD 166084 |
| CREATION INVESTMENTS → | RIA / FO | $1.6B | CHICAGO, IL | CRD 171581 |
| LINDEN GLOBAL STRATEGIES LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 159667 |
| N.E.W. ADVISORY SERVICES, LLC → | RIA / FO | $1.6B | DE PERE, WI | CRD 290405 |
| NAVITER WEALTH, LLC → | RIA / FO | $1.6B | LITTLE ROCK, AR | CRD 311508 |
| FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED → | RIA / FO | $1.6B | WAN CHAI | CRD 291993 |
| CGN ADVISORS, LLC → | RIA / FO | $1.6B | MANHATTAN, KS | CRD 159359 |
| BEAM WEALTH ADVISORS, INC. → | RIA / FO | $1.6B | COVINGTON, LA | CRD 109867 |
| ALTA CAPITAL MANAGEMENT LLC → | RIA / FO | $1.6B | SALT LAKE CITY, UT | CRD 106786 |
| ACCOLADE ASSET/LIABILITY ADVISORY SERVICES → | RIA / FO | $1.6B | COLUMBUS, OH | CRD 145635 |
| TRIBRIDGE PARTNERS FINANCIAL LLC → | RIA / FO | $1.6B | COLUMBIA, MD | CRD 326489 |
| BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 334213 |
| ALPHA SQUARE GROUP S, LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 308022 |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC → | RIA / FO | $1.6B | ALEXANDRIA, VA | CRD 165689 |
| MEANS WEALTH MANAGEMENT → | RIA / FO | $1.6B | BANGOR, ME | CRD 2748 |
| LONE VIEW CAPITAL → | RIA / FO | $1.6B | LOS ANGELES, CA | CRD 321209 |
| SENTINEL DOME PARTNERS, LLC → | RIA / FO | $1.6B | BURLINGAME, CA | CRD 172019 |
| CONSOLIDATED PORTFOLIO REVIEW CORP → | RIA / FO | $1.6B | WOODBURY, NY | CRD 112694 |
| TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. → | RIA / FO | $1.6B | HOUSTON, TX | CRD 107639 |
| ROLLINS FINANCIAL ADVISORS, LLC → | RIA / FO | $1.6B | ATLANTA, GA | CRD 312921 |
| SUNSTONE PARTNERS → | RIA / FO | $1.6B | SAN MATEO, CA | CRD 305064 |
| COMPASS ION ADVISORS, LLC → | RIA / FO | $1.6B | CONSHOHOCKEN, PA | CRD 166418 |
| DUNE REAL ESTATE PARTNERS LP → | RIA / FO | $1.6B | NEW YORK, NY | CRD 157455 |
| CICCARELLI ADVISORY SERVICES INC → | RIA / FO | $1.6B | NAPLES, FL | CRD 110904 |
| MARSHALL + STERLING WEALTH ADVISORS, INC. → | RIA / FO | $1.6B | POUGHKEEPSIE, NY | CRD 164345 |
| PAINSWICK CAPITAL MANAGEMENT LP → | RIA / FO | $1.6B | NEW YORK, NY | CRD 333644 |
| LAKE HILL CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.6B | NEW YORK, NY | CRD 166526 |
| DURATION ASSET MANAGEMENT, LLC → | RIA / FO | $1.6B | DALLAS, TX | CRD 298651 |
| LOCUST POINT CAPITAL → | RIA / FO | $1.6B | MIAMI, FL | CRD 286689 |
| HOMESTEAD CAPITAL USA, LLC → | RIA / FO | $1.6B | SAN FRANCISCO, CA | CRD 281186 |
| KAVAR CAPITAL PARTNERS → | RIA / FO | $1.6B | LEAWOOD, KS | CRD 311744 |
| SWEETWATER PRIVATE EQUITY → | RIA / FO | $1.6B | ENCINITAS, CA | CRD 297613 |
| CREDICORP CAPITAL ADVISORS LLC → | RIA / FO | $1.6B | MIAMI, FL | CRD 290081 |
| METAURUS ADVISORS LLC → | RIA / FO | $1.6B | HOBOKEN, NJ | CRD 314425 |
| ILS ADVISORY SERVICES, LLC → | RIA / FO | $1.6B | NASHVILLE, TN | CRD 333054 |
| THRIVE WEALTH MANAGEMENT, LLC → | RIA / FO | $1.6B | AUDUBON, PA | CRD 168777 |
| VERCAP MANAGEMENT LLC → | RIA / FO | $1.6B | LOS ANGELES, CA | CRD 333354 |
| REX ADVISERS, LLC → | RIA / FO | $1.6B | FAIRFIELD, CT | CRD 327283 |
| PETERSEN HASTINGS WEALTH ADVISORS, INC. → | RIA / FO | $1.6B | KENNEWICK, WA | CRD 110952 |
| CALTON & ASSOCIATES, INC. → | RIA / FO | $1.6B | TAMPA, FL | CRD 20999 |
| ASTATINE INVESTMENT PARTNERS → | RIA / FO | $1.6B | GREENWICH, CT | CRD 156918 |
| DUNDEE MAESTRO MANAGEMENT, LP → | RIA / FO | $1.6B | – | CRD 329808 |
| ATL ADVISOR LP → | RIA / FO | $1.6B | NEW YORK, NY | CRD 173866 |
| INVERNESS GRAHAM INVESTMENTS, INC. → | RIA / FO | $1.6B | WAYNE, PA | CRD 157632 |
| BRANDYWINE OAK PRIVATE WEALTH LLC → | RIA / FO | $1.6B | KENNETT SQUARE, PA | CRD 297021 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.6B | PALO ALTO, CA | CRD 155215 |
| CHARTER OAK CAPITAL MANAGEMENT → | RIA / FO | $1.6B | PORTSMOUTH, NH | CRD 120870 |
| INTELLECTUS PARTNERS, LLC → | RIA / FO | $1.6B | SAN FRANCISCO, CA | CRD 173140 |
| FLAT ROCK GLOBAL → | RIA / FO | $1.6B | JACKSON, WY | CRD 288551 |
| ASTRA WEALTH MANAGEMENT GROUP → | RIA / FO | $1.6B | PLANO, TX | CRD 326006 |
| DELTA-V CAPITAL, LLC → | RIA / FO | $1.6B | DENVER, CO | CRD 161800 |
| LAB QUANTITATIVE STRATEGIES, LLC → | RIA / FO | $1.6B | DENVER, CO | CRD 312409 |
| PER STIRLING CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.6B | AUSTIN, TX | CRD 151671 |
| INVST, LLC → | RIA / FO | $1.6B | INDIANAPOLIS, IN | CRD 282863 |
| ABUNDANCE WEALTH COUNSELORS, LLC → | RIA / FO | $1.6B | STATE COLLEGE, PA | CRD 111740 |
| GOODFINCH MANAGEMENT, LLC → | RIA / FO | $1.6B | SAN FRANCISCO, CA | CRD 309789 |
| MJP WEALTH ADVISORS → | RIA / FO | $1.6B | FARMINGTON, CT | CRD 127654 |
| GODSEY & GIBB WEALTH MANAGEMENT → | RIA / FO | $1.6B | RICHMOND, VA | CRD 105650 |
| SHERMAN PORTFOLIOS → | RIA / FO | $1.6B | COEUR D'ALENE, ID | CRD 322728 |
| HERCULES ADVISER LLC → | RIA / FO | $1.6B | SAN MATEO, CA | CRD 310662 |
| ROYAL FUND MANAGEMENT, LLC → | RIA / FO | $1.6B | LADY LAKE, FL | CRD 144434 |
| TRIARTISAN CAPITAL ADVISORS LLC → | RIA / FO | $1.6B | WEST PALM BEACH, FL | CRD 324138 |
| OT RESEARCH → | RIA / FO | $1.6B | – | CRD 299086 |
| BURTON ENRIGHT WELCH → | RIA / FO | $1.6B | WALNUT CREEK, CA | CRD 118376 |
| ROBLE, BELKO AND COMPANY, INC. → | RIA / FO | $1.6B | SEWICKLEY, PA | CRD 123286 |
| GLADSTONE MANAGEMENT → | RIA / FO | $1.6B | LONDON | CRD 167646 |
| PEKIN HARDY STRAUSS, INC. → | RIA / FO | $1.6B | CHICAGO, IL | CRD 107310 |
| REGATTA CAPITAL GROUP, LLC → | RIA / FO | $1.6B | EL SEGUNDO, CA | CRD 145363 |
| ISC FINANCIAL ADVISORS → | RIA / FO | $1.6B | ALBERT LEA, MN | CRD 157626 |
| ANNANDALE CAPITAL, LLC → | RIA / FO | $1.6B | DALLAS, TX | CRD 136667 |
| KEYSTONE CAPITAL → | RIA / FO | $1.6B | CHICAGO, IL | CRD 314798 |
| CCM INVESTMENT ADVISERS, LLC → | RIA / FO | $1.5B | COLUMBIA, SC | CRD 105743 |
| TRITONPOINT WEALTH, LLC → | RIA / FO | $1.5B | CHEVY CHASE, MD | CRD 328398 |
| HEARTWOOD WEALTH ADVISORS, LLC → | RIA / FO | $1.5B | RICHMOND, VA | CRD 300273 |
| DEFILADE CAPITAL MANAGEMENT, L.P. → | RIA / FO | $1.5B | EMERYVILLE, CA | CRD 337997 |
| GAM USA INC. → | RIA / FO | $1.5B | NEW YORK, NY | CRD 110458 |
| HARK CAPITAL ADVISORS LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 339318 |
| WOODSON CAPITAL MANAGEMENT, LP → | RIA / FO | $1.5B | GREENWICH, CT | CRD 161644 |
| RED CLIFF ASSET MANAGEMENT LIMITED → | RIA / FO | $1.5B | HONG KONG | CRD 169318 |
| FIDUCIARY WEALTH PARTNERS, LLC → | RIA / FO | $1.5B | NEWTON LOWER FALLS, MA | CRD 160696 |
| ZENYTH PARTNERS → | RIA / FO | $1.5B | NEW YORK, NY | CRD 289192 |
| ACTIV8 FAMILY OFFICE LLC → | RIA / FO | $1.5B | MCLEAN, VA | CRD 337753 |
| CUTLER INVESTMENT GROUP → | RIA / FO | $1.5B | JACKSONVILLE, OR | CRD 128483 |
| GCP CAPITAL PARTNERS LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 154457 |
| YCG, LLC → | RIA / FO | $1.5B | AUSTIN, TX | CRD 145769 |
| PLANNING ALTERNATIVES LTD → | RIA / FO | $1.5B | BIRMINGHAM, MI | CRD 110268 |
| CAMELOT CAPITAL PARTNERS LLC → | RIA / FO | $1.5B | LAGUNA BEACH, CA | CRD 281843 |
| FINANCIAL SYMMETRY INC. → | RIA / FO | $1.5B | RALEIGH, NC | CRD 118443 |
| GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.5B | DALLAS, TX | CRD 160830 |