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 4201–4300 (page 43 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ROMANO WEALTH MANAGEMENT → | RIA / FO | $1.5B | EVANSTON, IL | CRD 3215 |
| ALTRAVUE CAPITAL, LLC → | RIA / FO | $1.5B | BELLEVUE, WA | CRD 283260 |
| ROBINSON CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.5B | GROSSE POINTE FARMS, MI | CRD 166182 |
| GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. → | RIA / FO | $1.5B | SINGAPORE | CRD 291477 |
| PRMIM → | RIA / FO | $1.5B | MOUNT LAUREL, NJ | CRD 313210 |
| WEALTHCROSSING → | RIA / FO | $1.5B | RICHMOND, VA | CRD 132513 |
| ROSEMAN WAGNER WEALTH MANAGEMENT → | RIA / FO | $1.5B | ROCKLIN, CA | CRD 148221 |
| INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC → | RIA / FO | $1.5B | WILLIAMSVILLE, NY | CRD 144733 |
| STRATEGIC WEALTH GROUP → | RIA / FO | $1.5B | EDEN PRAIRIE, MN | CRD 284430 |
| GRATICULE ASIA MACRO ADVISORS LLC → | RIA / FO | $1.5B | SINGAPORE | CRD 170787 |
| PENCE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.5B | NEWPORT BEACH, CA | CRD 281739 |
| TRINITY STRATEGIC WEALTH → | RIA / FO | $1.5B | TULSA, OK | CRD 337956 |
| METEORA CAPITAL, LLC → | RIA / FO | $1.5B | BOCA RATON, FL | CRD 313378 |
| BENEFIT FINANCIAL SERVICES GROUP → | RIA / FO | $1.5B | IRVINE, CA | CRD 143617 |
| ANCORA RETIREMENT PLAN ADVISORS, LLC → | RIA / FO | $1.5B | CLEVELAND, OH | CRD 31256 |
| SEACREST WEALTH MANAGEMENT, LLC → | RIA / FO | $1.5B | PURCHASE, NY | CRD 147092 |
| TITAN ADVISORS, LLC → | RIA / FO | $1.5B | STAMFORD, CT | CRD 135805 |
| EQUITABLE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 322513 |
| INFINITY CAPITAL ADVISORS, LLC → | RIA / FO | $1.5B | ATLANTA, GA | CRD 159852 |
| KINGS PATH PARTNERS LLC → | RIA / FO | $1.5B | SUGAR LAND, TX | CRD 269876 |
| NORTHWEST INVESTMENT MANAGEMENT (HONG KONG) LIMITED → | RIA / FO | $1.5B | HONG KONG | CRD 153063 |
| DELTA ASSET MANAGEMENT, LLC → | RIA / FO | $1.5B | MEMPHIS, TN | CRD 113688 |
| TRIAD WEALTH PARTNERS, LLC → | RIA / FO | $1.5B | LAWRENCE, KS | CRD 326523 |
| CAVU CONSUMER PARTNERS, LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 281535 |
| OLDFIELD PARTNERS LLP → | RIA / FO | $1.5B | LONDON | CRD 140556 |
| CAPITAL CREEK PARTNERS → | RIA / FO | $1.5B | AUSTIN, TX | CRD 301211 |
| TRIUNE FINANCIAL PARTNERS, LLC → | RIA / FO | $1.5B | OVERLAND PARK, KS | CRD 152277 |
| TAMAR SECURITIES, LLC → | RIA / FO | $1.5B | WOODLAND HILLS, CA | CRD 153991 |
| ALBRITTON CAPITAL MANAGEMENT CO → | RIA / FO | $1.5B | ALPHARETTA, GA | CRD 112772 |
| ANDERSON FINANCIAL PARTNERS, INC. → | RIA / FO | $1.5B | PONTE VEDRA, FL | CRD 126641 |
| TOWNSEND → | RIA / FO | $1.5B | WESTMINSTER, CO | CRD 113681 |
| NEXT CENTURY GROWTH INVESTORS LLC → | RIA / FO | $1.5B | PLYMOUTH, MN | CRD 108978 |
| ROBINHOOD ASSET MANAGEMENT → | RIA / FO | $1.5B | MENLO PARK, CA | CRD 323736 |
| ASCENT WEALTH PARTNERS, LLC → | RIA / FO | $1.5B | NEW HARTFORD, NY | CRD 158898 |
| GLYNN CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.5B | MENLO PARK, CA | CRD 111296 |
| CAPROCK PARTNERS MANAGEMENT, INC. → | RIA / FO | $1.5B | NEWPORT BEACH, CA | CRD 296925 |
| COMPAK ASSET MANAGEMENT → | RIA / FO | $1.5B | NEWPORT BEACH, CA | CRD 109930 |
| CATHOLIC INVESTMENT SERVICES, INC. → | RIA / FO | $1.5B | BOSTON, MA | CRD 172467 |
| MIDWEST FINANCIAL PARTNERS → | RIA / FO | $1.5B | ST. CLOUD, MN | CRD 173790 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC → | RIA / FO | $1.5B | LITTLE ROCK, AR | CRD 291960 |
| ANCHOR INVESTMENT MANAGEMENT → | RIA / FO | $1.5B | COLUMBIA, SC | CRD 135296 |
| LEGACY FINANCIAL ADVISORS, INC. → | RIA / FO | $1.5B | COVINGTON, KY | CRD 158675 |
| EDGEMOOR INVESTMENT ADVISORS, INC. → | RIA / FO | $1.5B | BETHESDA, MD | CRD 109104 |
| RBC SECURITIES, INC. → | RIA / FO | $1.5B | LOS ANGELES, CA | CRD 103705 |
| ALDEN CAPITAL → | RIA / FO | $1.5B | WAYNE, PA | CRD 293551 |
| GOEHRING & ROZENCWAJG ASSOCIATES, LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 283394 |
| 22C CAPITAL LLC → | RIA / FO | $1.5B | BOCA RATON, FL | CRD 298094 |
| OPUS CAPITAL MANAGEMENT → | RIA / FO | $1.5B | CINCINNATI, OH | CRD 106528 |
| BRISTOL GATE CAPITAL PARTNERS INC. → | RIA / FO | $1.5B | TORONTO | CRD 175139 |
| REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 294006 |
| COUGAR GLOBAL INVESTMENTS → | RIA / FO | $1.5B | TORONTO | CRD 109439 |
| JOHN G. ULLMAN & ASSOCIATES, INC → | RIA / FO | $1.5B | HORSEHEADS, NY | CRD 105361 |
| ARIEL ALTERNATIVES, LLC → | RIA / FO | $1.5B | CHICAGO, IL | CRD 314178 |
| FRONTRANGE CAPITAL ADVISERS, LLC → | RIA / FO | $1.5B | DENVER, CO | CRD 162388 |
| CLOUGH CAPITAL PARTNERS, LP → | RIA / FO | $1.5B | BOSTON, MA | CRD 131257 |
| EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP → | RIA / FO | $1.5B | EXCELSIOR, MN | CRD 289890 |
| ANCIENT ART, L.P. → | RIA / FO | $1.5B | AUSTIN, TX | CRD 141112 |
| CNL STRATEGIC CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.5B | ORLANDO, FL | CRD 286342 |
| LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC → | RIA / FO | $1.5B | BEVERLY HILLS, CA | CRD 289401 |
| PLATTE RIVER EQUITY → | RIA / FO | $1.5B | DENVER, CO | CRD 160667 |
| ALLEN CAPITAL GROUP, LLC → | RIA / FO | $1.5B | GRAND ISLAND, NE | CRD 135879 |
| KINTRA WEALTH, LLC → | RIA / FO | $1.5B | WILLIAMSPORT, PA | CRD 299407 |
| DRIVE WEALTH ADVISERS → | RIA / FO | $1.5B | LEHI, UT | CRD 174728 |
| CARNELIAN ASSET MANAGEMENT & ADVISORS PRIVATE LIMITED → | RIA / FO | $1.5B | MUMBAI, MAHARASHTRA | CRD 335103 |
| CLASS VI FAMILY OFFICE, LLC → | RIA / FO | $1.5B | DENVER, CO | CRD 285035 |
| FORUSALL → | RIA / FO | $1.5B | – | CRD 167241 |
| SALEM PARTNERS WEALTH MANAGEMENT, LLC → | RIA / FO | $1.5B | LOS ANGELES, CA | CRD 131359 |
| STONY POINT CAPITAL → | RIA / FO | $1.5B | NEW YORK, NY | CRD 283066 |
| FOSUN ASSET MANAGEMENT LIMITED → | RIA / FO | $1.5B | HONG KONG | CRD 288360 |
| TOWER BRIDGE ADVISORS → | RIA / FO | $1.5B | WEST CONSHOHOCKEN, PA | CRD 115700 |
| LINEAR B PARTNERS LP → | RIA / FO | $1.5B | NEW YORK, NY | CRD 315185 |
| THE INFORMED MOMENTUM COMPANY LLC → | RIA / FO | $1.5B | SOLANA BEACH, CA | CRD 144908 |
| MILL CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.5B | CONCORD, NC | CRD 312798 |
| MOUNTAINGATE MANAGEMENT CO., LLC → | RIA / FO | $1.5B | DENVER, CO | CRD 294899 |
| VIRTUS CAPITAL ADVISERS, LLC → | RIA / FO | $1.5B | HARTFORD, CT | CRD 107346 |
| KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. → | RIA / FO | $1.5B | NEW YORK, NY | CRD 174341 |
| PINE GROVE FINANCIAL GROUP → | RIA / FO | $1.5B | WOODBURY, MN | CRD 308193 |
| WHITNEY & COMPANY → | RIA / FO | $1.5B | ROCHESTER, NY | CRD 117307 |
| RETIREMENT INVESTMENT ADVISORS INC → | RIA / FO | $1.5B | OKLAHOMA CITY, OK | CRD 106316 |
| SPRINGCOAST CAPITAL PARTNERS, L.P. → | RIA / FO | $1.5B | NEW YORK, NY | CRD 327164 |
| ARCHFORD CAPITAL STRATEGIES, LLC → | RIA / FO | $1.5B | SWANSEA, IL | CRD 164482 |
| CCS PARTNERS LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 329876 |
| FPLF MANAGEMENT LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 331881 |
| WALLACE CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.5B | DALLAS, TX | CRD 119174 |
| ISO-MTS CAPITAL MANAGEMENT LP → | RIA / FO | $1.5B | GREENWICH, CT | CRD 322648 |
| YUCAIPA MASTER MANAGER, LLC → | RIA / FO | $1.5B | LOS ANGELES, CA | CRD 158216 |
| ALLIED INVESTMENT ADVISORS LLC → | RIA / FO | $1.5B | BILLINGS, MT | CRD 159103 |
| ADELANTE CAPITAL MANAGEMENT LLC → | RIA / FO | $1.5B | ALAMEDA, CA | CRD 107382 |
| AWM CAPITAL, LLC → | RIA / FO | $1.5B | PHOENIX, AZ | CRD 287980 |
| CAPITAL IMPACT ADVISORS → | RIA / FO | $1.5B | BOSTON, MA | CRD 168313 |
| APRIEM ADVISORS → | RIA / FO | $1.5B | IRVINE, CA | CRD 108188 |
| SUNESIS ADVISORS, LLC → | RIA / FO | $1.5B | OVERLAND PARK, KS | CRD 159114 |
| SPARTAN WEALTH MANAGEMENT → | RIA / FO | $1.5B | BINGHAM FARMS, MI | CRD 331719 |
| QUANTUM FINANCIAL ADVISORS, LLC → | RIA / FO | $1.5B | SANTA MONICA, CA | CRD 317386 |
| FLEXIBLE PLAN INVESTMENTS LTD → | RIA / FO | $1.5B | BLOOMFIELD HILLS, MI | CRD 110762 |
| RANGER INVESTMENT MANAGEMENT,L.P. → | RIA / FO | $1.5B | DALLAS, TX | CRD 124414 |
| ORIGAMI CAPITAL PARTNERS, LLC → | RIA / FO | $1.5B | CHICAGO, IL | CRD 160054 |
| NOVAQUEST CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $1.5B | – | CRD 160359 |
| GABELLI & COMPANY INVESTMENT ADVISERS, INC. → | RIA / FO | $1.5B | GREENWICH, CT | CRD 137024 |
| CULLINAN ASSOCIATES, INC. → | RIA / FO | $1.5B | LOUISVILLE, KY | CRD 108340 |