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 4401–4500 (page 45 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LFM CAPITAL → | RIA / FO | $1.4B | NASHVILLE, TN | CRD 173834 |
| TEKNE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 164648 |
| REVOLVE WEALTH PARTNERS, LLC → | RIA / FO | $1.4B | HACKENSACK, NJ | CRD 286643 |
| ULYSSES MANAGEMENT LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 157251 |
| APIS CAPITAL ADVISORS, LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 131200 |
| FOURSTAR WEALTH ADVISORS, LLC → | RIA / FO | $1.4B | CHICAGO, IL | CRD 169613 |
| TALLVINE PARTNERS MANAGEMENT LP → | RIA / FO | $1.4B | CORAL GABLES, FL | CRD 330629 |
| MASON WELLS, INC. → | RIA / FO | $1.4B | MILWAUKEE, WI | CRD 173069 |
| TRUEMARK INVESTMENTS → | RIA / FO | $1.4B | CHICAGO, IL | CRD 306600 |
| VIRTUS ADVISERS, LLC → | RIA / FO | $1.4B | HARTFORD, CT | CRD 168955 |
| ANTOLINO WEALTH ADVISORS → | RIA / FO | $1.4B | COLUMBUS, OH | CRD 119829 |
| WATER STREET CAPITAL, INC. → | RIA / FO | $1.4B | JACKSONVILLE, FL | CRD 158133 |
| FINSER INVESTMENT ADVISOR → | RIA / FO | $1.4B | SAN ANTONIO, TX | CRD 142570 |
| V-SQUARE QUANTITATIVE MANAGEMENT → | RIA / FO | $1.4B | CHICAGO, IL | CRD 310355 |
| WINGATE WEALTH ADVISORS, INC. → | RIA / FO | $1.4B | LEXINGTON, MA | CRD 105012 |
| AB CUSTOM ALTERNATIVE SOLUTIONS LLC → | RIA / FO | $1.4B | NASHVILLE, TN | CRD 110879 |
| EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.4B | STAMFORD, CT | CRD 105885 |
| DIAMETRIC CAPITAL, LP → | RIA / FO | $1.4B | BOSTON, MA | CRD 288409 |
| ELION PARTNERS, LLC → | RIA / FO | $1.4B | MIAMI, FL | CRD 170483 |
| CHAMBERS ENERGY CAPITAL → | RIA / FO | $1.4B | HOUSTON, TX | CRD 155906 |
| ZBS PARTNERS, LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 326727 |
| SHORECLIFF ASSET MANAGEMENT COMPANY LLC → | RIA / FO | $1.4B | NEWPORT BEACH, CA | CRD 324111 |
| IRON POINT PARTNERS, LLC → | RIA / FO | $1.4B | WASHINGTON, DC | CRD 157078 |
| SAGARD HOLDINGS MANAGER (US) LLC → | RIA / FO | $1.4B | NEW YORK CITY, NY | CRD 322374 |
| LEADER CAPITAL CORP. → | RIA / FO | $1.4B | VANCOUVER, WA | CRD 46206 |
| SOUDERS FINANCIAL ADVISORS, LLC → | RIA / FO | $1.4B | CINCINNATI, OH | CRD 296780 |
| GREENE WEALTH MANAGEMENT, LLC → | RIA / FO | $1.4B | SEATTLE, WA | CRD 137810 |
| CLARO ADVISORS INC. → | RIA / FO | $1.4B | BOSTON, MA | CRD 160294 |
| SEVEN SPRINGS WEALTH GROUP → | RIA / FO | $1.4B | BRENTWOOD, TN | CRD 127411 |
| ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.4B | MIAMI, FL | CRD 292038 |
| FIRST LIGHT ASSET MANAGEMENT, LLC → | RIA / FO | $1.4B | EDINA, MN | CRD 168899 |
| SLG CAPITAL MANAGEMENT LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 331370 |
| ELLSWORTH ADVISORS, LLC → | RIA / FO | $1.4B | HUDSON, OH | CRD 297464 |
| CUMBERLAND INVESTMENT COUNSEL INC. → | RIA / FO | $1.4B | TORONTO ONTARIO | CRD 110887 |
| GREENLINE PARTNERS → | RIA / FO | $1.4B | NEW YORK, NY | CRD 164192 |
| ASTIGNES CAPITAL ASIA PTE. LTD. → | RIA / FO | $1.4B | SINGAPORE | CRD 152719 |
| MSA FINANCIAL → | RIA / FO | $1.4B | BRAINTREE, MA | CRD 107768 |
| POLYMER CAPITAL MANAGEMENT (US), LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 316277 |
| THOROFARE, LLC → | RIA / FO | $1.4B | EL SEGUNDO, CA | CRD 171293 |
| HUDSON WAY CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.4B | DALLAS, TX | CRD 172400 |
| 49 FINANCIAL → | RIA / FO | $1.4B | AUSTIN, TX | CRD 319484 |
| SCHRODER WEALTH MANAGEMENT (US) LIMITED → | RIA / FO | $1.4B | LONDON | CRD 289151 |
| DC CAPITAL PARTNERS MANAGEMENT, L.P. → | RIA / FO | $1.4B | ALEXANDRIA, VA | CRD 283131 |
| HOWARD FINANCIAL SERVICES, LTD. → | RIA / FO | $1.4B | DALLAS, TX | CRD 107978 |
| SILICON VALLEY RETIREMENT SERVICES, LLC → | RIA / FO | $1.4B | SAN JOSE, CA | CRD 154756 |
| ALTERNA WEALTH MANAGEMENT, INC. → | RIA / FO | $1.4B | HOUSTON, TX | CRD 146153 |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC → | RIA / FO | $1.4B | SAN JOSE, CA | CRD 139237 |
| PIVOT CAPITAL PARTNERS LLC → | RIA / FO | $1.4B | CHICAGO, IL | CRD 335324 |
| VERITY INVESTMENT PARTNERS → | RIA / FO | $1.4B | BEAUFORT, SC | CRD 119630 |
| LAUREL OAK WEALTH MANAGEMENT, LLC → | RIA / FO | $1.4B | MARLTON, NJ | CRD 336824 |
| ASSET ADVISORS → | RIA / FO | $1.4B | AUGUSTA, GA | CRD 297305 |
| DOUBLE EAGLE FAMILY OFFICES, LLC → | RIA / FO | $1.4B | FORT WORTH, TX | CRD 315523 |
| ACORN FINANCIAL ADVISORY SERVICES, INC. → | RIA / FO | $1.4B | RESTON, VA | CRD 116763 |
| FOURWORLD CAPITAL MANAGEMENT LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 284138 |
| ST. DENIS J. VILLERE & CO., LLC → | RIA / FO | $1.4B | NEW ORLEANS, LA | CRD 105159 |
| MATRIX ASSET ADVISORS INC → | RIA / FO | $1.4B | WHITE PLAINS, NY | CRD 107408 |
| EQUITY INTERNATIONAL → | RIA / FO | $1.4B | CHICAGO, IL | CRD 156961 |
| TRUSTMONT ADVISORY GROUP, INC. → | RIA / FO | $1.4B | GREENSBURG, PA | CRD 106015 |
| KUDU INVESTMENT HOLDINGS, LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 174350 |
| MARIETTA WEALTH MANAGEMENT, LLC → | RIA / FO | $1.4B | MARIETTA, GA | CRD 281782 |
| INSPIRION WEALTH ADVISORS, LLC → | RIA / FO | $1.4B | LIBERTYVILLE, IL | CRD 165174 |
| IRONVIEW CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.4B | CONSHOHOCKEN, PA | CRD 150250 |
| ESM MANAGEMENT LLC → | RIA / FO | $1.4B | – | CRD 150142 |
| SYNTEGRA PRIVATE WEALTH GROUP LLC → | RIA / FO | $1.4B | CHESTERFIELD, MO | CRD 323180 |
| PARADICE INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.4B | SYDNEY | CRD 164411 |
| CORRUM CAPITAL MANAGEMENT → | RIA / FO | $1.4B | CHARLOTTE, NC | CRD 168693 |
| AROHI ASSET MANAGEMENT PTE LTD. → | RIA / FO | $1.4B | SINGAPORE | CRD 160798 |
| SECURITY CAPITAL MANAGEMENT → | RIA / FO | $1.4B | WHEELING, WV | CRD 396 |
| GOLDEN BELL PARTNERS, LLC → | RIA / FO | $1.4B | – | CRD 172580 |
| DENALI ADVISORS, LLC → | RIA / FO | $1.4B | SAN DIEGO, CA | CRD 110242 |
| JOURNEY WEALTH MANAGEMENT → | RIA / FO | $1.4B | CLEVELAND, OH | CRD 298904 |
| TOWN LANE MANAGEMENT LP → | RIA / FO | $1.4B | NEW YORK, NY | CRD 328404 |
| MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC → | RIA / FO | $1.4B | – | CRD 117868 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC → | RIA / FO | $1.4B | LOUISVILLE, KY | CRD 165474 |
| THE PINNACLE FINANCIAL GROUP → | RIA / FO | $1.4B | ROCKVILLE CENTRE, NY | CRD 164395 |
| PRIVATE CLIENT SERVICES, LLC → | RIA / FO | $1.4B | LOUISVILLE, KY | CRD 120222 |
| B.O.S.S. RETIREMENT ADVISORS, LLC → | RIA / FO | $1.4B | LEHI, UT | CRD 171143 |
| RECURRENT INVESTMENT ADVISORS LLC → | RIA / FO | $1.4B | HOUSTON, TX | CRD 288694 |
| LEVEL FOUR CAPITAL MANAGEMENT → | RIA / FO | $1.4B | DALLAS, TX | CRD 304792 |
| CASCADE FINANCIAL PARTNERS, LLC → | RIA / FO | $1.4B | SAN DIEGO, CA | CRD 326620 |
| SHEPHERD FINANCIAL PARTNERS, LLC → | RIA / FO | $1.4B | WINCHESTER, MA | CRD 169093 |
| LYKOS GLOBAL MANAGEMENT, LP → | RIA / FO | $1.4B | STAMFORD, CT | CRD 329441 |
| PANDI, LLC → | RIA / FO | $1.4B | KANSAS CITY, MO | CRD 330112 |
| SG CAPITAL MANAGEMENT LLC → | RIA / FO | $1.4B | CHICAGO, IL | CRD 134471 |
| UBS ASSET MANAGERS OF PUERTO RICO → | RIA / FO | $1.4B | SAN JUAN, PR | CRD 313696 |
| MEOW ADVISORY, LLC → | RIA / FO | $1.4B | – | CRD 321099 |
| ENHANCED HEALTHCARE MANAGEMENT COMPANY → | RIA / FO | $1.4B | SANTA MONICA, CA | CRD 157622 |
| FIDELIS INVESTORS, LLC → | RIA / FO | $1.4B | CRANFORD, NJ | CRD 306920 |
| LYNX ASSET MANAGEMENT AB → | RIA / FO | $1.4B | STOCKHOLM | CRD 285234 |
| COHESIVE CAPITAL PARTNERS → | RIA / FO | $1.4B | NEW YORK, NY | CRD 160274 |
| TURNING ROCK PARTNERS, L.P. → | RIA / FO | $1.4B | NEW YORK, NY | CRD 287608 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC → | RIA / FO | $1.4B | CARMEL, CA | CRD 110672 |
| GRANVILLE CAPITAL, INC. → | RIA / FO | $1.4B | GREENSBORO, NC | CRD 126679 |
| LJI WEALTH MANAGEMENT, LLC → | RIA / FO | $1.4B | INDIANAPOLIS, IN | CRD 145399 |
| BRIARWOOD CHASE MANAGEMENT LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 170245 |
| AGAMERICA LENDING LLC → | RIA / FO | $1.4B | LAKELAND, FL | CRD 164866 |
| MORGAN PROPERTIES SPECIAL SITUATIONS II LLC → | RIA / FO | $1.4B | CONSHOHOCKEN, PA | CRD 300795 |
| THE PLANNING CENTER, INC. → | RIA / FO | $1.4B | MOLINE, IL | CRD 118994 |
| AFFIANCE FINANCIAL LLC → | RIA / FO | $1.4B | ST. LOUIS PARK, MN | CRD 113200 |
| ARCADIA INVESTMENT PARTNERS → | RIA / FO | $1.4B | NEW YORK, NY | CRD 161426 |