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 4301–4400 (page 44 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| H. BARTON ASSET MANAGEMENT, LLC → | RIA / FO | $1.5B | SAN FRANCISCO, CA | CRD 161955 |
| ACUITAS INVESTMENTS, LLC → | RIA / FO | $1.5B | SEATTLE, WA | CRD 155782 |
| TBH GLOBAL ASSET MANAGEMENT, LLC → | RIA / FO | $1.5B | BRENTWOOD, TN | CRD 145536 |
| CZECH ASSET MANAGEMENT, L.P. → | RIA / FO | $1.5B | STAMFORD, CT | CRD 159308 |
| TSA MANAGEMENT INC → | RIA / FO | $1.5B | GLEN HEAD, NY | CRD 106440 |
| NEBRODI PARTNERS, LLC → | RIA / FO | $1.5B | HARTFORD, CT | CRD 174280 |
| KIMELMAN & BAIRD, LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 2440 |
| TA REALTY LLC → | RIA / FO | $1.5B | BOSTON, MA | CRD 108586 |
| SARGENT INVESTMENT GROUP → | RIA / FO | $1.5B | BETHESDA, MD | CRD 297499 |
| SERENGETI ASSET MANAGEMENT LP → | RIA / FO | $1.5B | WEST PALM BEACH, FL | CRD 156366 |
| COLUMBIA PACIFIC ADVISORS, LLC → | RIA / FO | $1.5B | SEATTLE, WA | CRD 142725 |
| ECLECTIC ASSOCIATES, INC. → | RIA / FO | $1.5B | FULLERTON, CA | CRD 111041 |
| PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.5B | WEST HARTFORD, CT | CRD 130289 |
| SERENUS WEALTH ADVISORS, LLC → | RIA / FO | $1.5B | SANTA MONICA, CA | CRD 332034 |
| HOTTINGER → | RIA / FO | $1.5B | LONDON | CRD 316515 |
| SPRING LAKE ASSET MANAGEMENT, INC. → | RIA / FO | $1.5B | – | CRD 283750 |
| HHM WEALTH ADVISORS, LLC → | RIA / FO | $1.5B | CHATTANOOGA, TN | CRD 150843 |
| RELIANT INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.5B | MEMPHIS, TN | CRD 111220 |
| PAR CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.5B | BOSTON, MA | CRD 156596 |
| HORAN WEALTH, LLC → | RIA / FO | $1.5B | CINCINNATI, OH | CRD 333974 |
| COMMUNITY INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.5B | SAN FRANCISCO, CA | CRD 174204 |
| RIVER WEALTH ADVISORS LLC → | RIA / FO | $1.5B | CAMP HILL, PA | CRD 173767 |
| FEG PRIVATE INVESTORS, LLC → | RIA / FO | $1.5B | CINCINNATI, OH | CRD 156458 |
| FCI ADVISORS → | RIA / FO | $1.5B | OVERLAND PARK, KS | CRD 106398 |
| VANTAGE INFRASTRUCTURE (USA) INC. → | RIA / FO | $1.5B | NEW YORK, NY | CRD 157458 |
| CJM WEALTH ADVISERS, LTD. → | RIA / FO | $1.5B | FALLS CHURCH, VA | CRD 107750 |
| CYPRESS POINT WEALTH MANAGEMENT, LLC → | RIA / FO | $1.5B | DALLAS, TX | CRD 143771 |
| DENDUR CAPITAL LP → | RIA / FO | $1.5B | NEW YORK, NY | CRD 300823 |
| AERODIGM WEALTH LLC → | RIA / FO | $1.5B | LAKE OSWEGO, OR | CRD 282312 |
| ACTIVEST WEALTH MANAGEMENT, LLC → | RIA / FO | $1.5B | AVENTURA, FL | CRD 156150 |
| RAVEN CREDIT CAPITAL MANAGEMENT LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 331556 |
| TWIN TREE MANAGEMENT, LP → | RIA / FO | $1.5B | DALLAS, TX | CRD 149548 |
| MARTEL WEALTH ADVISORS, LLC → | RIA / FO | $1.5B | VANCOUVER, WA | CRD 296896 |
| AMIP MANAGEMENT → | RIA / FO | $1.5B | SEAL BEACH, CA | CRD 284231 |
| BROOKLANDS → | RIA / FO | $1.5B | LONDON | CRD 286221 |
| FORGE FINANCIAL → | RIA / FO | $1.5B | EDMOND, OK | CRD 306480 |
| KKR REGISTERED ADVISOR LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 309284 |
| REDHAWK WEALTH ADVISORS, INC. → | RIA / FO | $1.5B | MINNEAPOLIS, MN | CRD 146616 |
| MEDIQUS ASSET ADVISORS, INC. → | RIA / FO | $1.5B | CHICAGO, IL | CRD 107694 |
| TEMA ETFS LLC → | RIA / FO | $1.5B | NEW YORK, NY | CRD 332224 |
| SHADE TREE ADVISORS LLC → | RIA / FO | $1.5B | SARATOGA SPRINGS, NY | CRD 289905 |
| ELECTRA CAPITAL → | RIA / FO | $1.5B | CONSHOHOCKEN, PA | CRD 318664 |
| ALPINE PRIVATE WEALTH → | RIA / FO | $1.5B | SAINT LOUIS, MO | CRD 286072 |
| ICAPITAL, LLC → | RIA / FO | $1.5B | BOSTON, MA | CRD 122816 |
| NICHOLAS INVESTMENT PARTNERS, L.P. → | RIA / FO | $1.5B | SAN DIEGO, CA | CRD 140159 |
| KEATING FINANCIAL ADVISORY SERVICES → | RIA / FO | $1.5B | MANHATTAN, KS | CRD 142772 |
| TRIPOST CAPITAL PARTNERS LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 293282 |
| COURAGE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.4B | NASHVILLE, TN | CRD 130449 |
| CARY STREET PARTNERS ASSET MANAGEMENT → | RIA / FO | $1.4B | RICHMOND, VA | CRD 289178 |
| VALLEY WEALTH STRATEGIES, LLC → | RIA / FO | $1.4B | LODI, CA | CRD 289737 |
| BORNITE CAPITAL MANAGEMENT LP → | RIA / FO | $1.4B | NEW YORK, NY | CRD 307598 |
| APOLLON FINANCIAL, LLC → | RIA / FO | $1.4B | MOUNT PLEASANT, SC | CRD 321217 |
| LIQUID STRATEGIES, LLC → | RIA / FO | $1.4B | ATLANTA, GA | CRD 170107 |
| HAVEN GLOBAL PARTNERS, LLC → | RIA / FO | $1.4B | ATLANTA, GA | CRD 289472 |
| FIVE POINTS CAPITAL LLC → | RIA / FO | $1.4B | WINSTON-SALEM, NC | CRD 160792 |
| DORSEY ASSET MANAGEMENT → | RIA / FO | $1.4B | CHICAGO, IL | CRD 169056 |
| BROOKSIDE EQUITY PARTNERS LLC → | RIA / FO | $1.4B | STAMFORD, CT | CRD 164429 |
| ROC360 ADVISORS LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 326954 |
| PRIVATE CAPITAL MANAGEMENT → | RIA / FO | $1.4B | NAPLES, FL | CRD 169172 |
| FIDUS INVESTMENT ADVISORS, LLC → | RIA / FO | $1.4B | EVANSTON, IL | CRD 156981 |
| BLUE POINT CAPITAL PARTNERS LLC → | RIA / FO | $1.4B | CLEVELAND, OH | CRD 157031 |
| NORTHEAST FINANCIAL GROUP, INC. → | RIA / FO | $1.4B | ALLENTOWN, PA | CRD 122609 |
| D'ORAZIO WEALTH ADVISORS → | RIA / FO | $1.4B | VIENNA, VA | CRD 131976 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC → | RIA / FO | $1.4B | MILWAUKEE, WI | CRD 107003 |
| FUSION FAMILY WEALTH, LLC → | RIA / FO | $1.4B | WOODBURY, NY | CRD 168254 |
| SPIREPOINT PRIVATE CLIENT, LLC → | RIA / FO | $1.4B | VERO BEACH, FL | CRD 327350 |
| MV CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.4B | BETHESDA, MD | CRD 139034 |
| TERRACAP MANAGEMENT LLC → | RIA / FO | $1.4B | NAPLES, FL | CRD 169695 |
| PINKERTON WEALTH PARTNERS → | RIA / FO | $1.4B | COEUR D'ALENE, ID | CRD 120973 |
| MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. → | RIA / FO | $1.4B | CHICAGO, IL | CRD 156890 |
| ISTHMUS PARTNERS, LLC → | RIA / FO | $1.4B | MADISON, WI | CRD 171279 |
| CLEARLINE CAPITAL LP → | RIA / FO | $1.4B | NEW YORK, NY | CRD 166699 |
| PARKSIDE INVESTMENTS, LLC → | RIA / FO | $1.4B | DEERFIELD, IL | CRD 286178 |
| MPE PARTNERS → | RIA / FO | $1.4B | CLEVELAND, OH | CRD 281787 |
| IRONSHORE FINANCIAL → | RIA / FO | $1.4B | – | CRD 294053 |
| SHERIDAN CAPITAL PARTNERS → | RIA / FO | $1.4B | CHICAGO, IL | CRD 299035 |
| TERRA REIT ADVISORS, LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 290571 |
| BAY COLONY ADVISORS → | RIA / FO | $1.4B | CONCORD, MA | CRD 152583 |
| NASSAU ALTERNATIVE INVESTMENTS LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 300006 |
| SENTRY INVESTMENT MANAGEMENT, L.L.C. → | RIA / FO | $1.4B | STEVENS POINT, WI | CRD 105176 |
| JGP WEALTH MANAGEMENT, LLC → | RIA / FO | $1.4B | BEND, OR | CRD 290694 |
| PORTSIDE WEALTH GROUP, LLC → | RIA / FO | $1.4B | PROVO, UT | CRD 325175 |
| OAK CITY INVESTMENT CONSULTING → | RIA / FO | $1.4B | WAKE FOREST, NC | CRD 162220 |
| SANDERSON WEALTH MANAGEMENT, LLC → | RIA / FO | $1.4B | BUFFALO, NY | CRD 118910 |
| SLW MANAGEMENT COMPANY → | RIA / FO | $1.4B | SAN FRANCISCO, CA | CRD 329215 |
| O'BRIEN-STALEY PARTNERS → | RIA / FO | $1.4B | EDINA, MN | CRD 169245 |
| 1832 ASSET MANAGEMENT U.S. INC. → | RIA / FO | $1.4B | TORONTO, ONTARIO | CRD 120836 |
| ANDERSON HOAGLAND & CO → | RIA / FO | $1.4B | ST LOUIS, MO | CRD 105157 |
| TRUE PRIVATE WEALTH ADVISORS, LLC → | RIA / FO | $1.4B | SALEM, OR | CRD 164947 |
| MAN GLOBAL PRIVATE MARKETS (UK) LIMITED → | RIA / FO | $1.4B | LONDON | CRD 198515 |
| UNITED ADVISOR GROUP → | RIA / FO | $1.4B | CINCINNATI, OH | CRD 324205 |
| NOTTINGHAM ADVISORS INC. → | RIA / FO | $1.4B | AMHERST, NY | CRD 104928 |
| KRYGER CAPITAL LLC → | RIA / FO | $1.4B | HAMILTON | CRD 318571 |
| EIGHTFOLD REAL ESTATE CAPITAL, L.P. → | RIA / FO | $1.4B | MIAMI, FL | CRD 163086 |
| LARSON CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.4B | CHESTERFIELD, MO | CRD 301971 |
| WHITEHAWK CAPITAL PARTNERS LP → | RIA / FO | $1.4B | – | CRD 307669 |
| THE EDGAR LOMAX COMPANY → | RIA / FO | $1.4B | ALEXANDRIA, VA | CRD 105444 |
| IRONSIDES ASSET ADVISORS, LLC → | RIA / FO | $1.4B | ROCKY MOUNT, NC | CRD 161683 |
| MBL ADVISORS → | RIA / FO | $1.4B | CHARLOTTE, NC | CRD 305176 |
| PRINCIPAL ADVISED SERVICES → | RIA / FO | $1.4B | DES MOINES, IA | CRD 297324 |