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 4501–4600 (page 46 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| J. L. BAINBRIDGE & CO., INC. → | RIA / FO | $1.4B | SARASOTA, FL | CRD 108058 |
| RICE PARK CAPITAL → | RIA / FO | $1.4B | PLYMOUTH, MN | CRD 304990 |
| BEIRNE. → | RIA / FO | $1.4B | SHELTON, CT | CRD 167103 |
| ONYX BRIDGE WEALTH GROUP LLC → | RIA / FO | $1.4B | TARRYTOWN, NY | CRD 306097 |
| THE INSTITUTE → | RIA / FO | $1.4B | DENVER, CO | CRD 127207 |
| BLACK DIAMOND FINANCIAL, LLC → | RIA / FO | $1.4B | LUTHERVILLE, MD | CRD 145108 |
| NEXT LEVEL PRIVATE LLC → | RIA / FO | $1.4B | HARRISON, NY | CRD 313247 |
| SEAVIEW INVESTMENT MANAGERS LLC → | RIA / FO | $1.4B | CORAL GABLES, FL | CRD 300155 |
| BRASA CAPITAL MANAGEMENT → | RIA / FO | $1.4B | LOS ANGELES, CA | CRD 316265 |
| MERIDIAN WEALTH PARTNERS, LLC → | RIA / FO | $1.4B | EAST NORRITON, PA | CRD 287768 |
| MOUNTAIN CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.4B | HOUSTON, TX | CRD 281465 |
| DIAPHANUM → | RIA / FO | $1.4B | MADRID | CRD 310052 |
| BH CREDIT MANAGEMENT LLC → | RIA / FO | $1.4B | DALLAS, TX | CRD 317505 |
| AEGIS FINANCIAL CORPORATION → | RIA / FO | $1.4B | MCLEAN, VA | CRD 111587 |
| HOLLOW BROOK WEALTH MANAGEMENT LLC → | RIA / FO | $1.4B | KATONAH, NY | CRD 145521 |
| OAKRIDGE MANAGEMENT GROUP LLC → | RIA / FO | $1.4B | STAMFORD, CT | CRD 306284 |
| SEASIDE EQUITY PARTNERS → | RIA / FO | $1.4B | SAN DIEGO, CA | CRD 307171 |
| ASSET RISK CONSULTANTS (UK) LIMITED → | RIA / FO | $1.4B | LONDON | CRD 292916 |
| CAPITAL ADVISORS, LTD., LLC → | RIA / FO | $1.4B | SHAKER HEIGHTS, OH | CRD 153600 |
| ROOSEVELT CAPITAL MANAGEMENT LLC → | RIA / FO | $1.4B | DALLAS, TX | CRD 283217 |
| ORIBEL CAPITAL MANAGEMENT, LP → | RIA / FO | $1.4B | NEW YORK, NY | CRD 283118 |
| SOMA CAPITAL MANAGEMENT LLC → | RIA / FO | $1.4B | – | CRD 285419 |
| SHEETS SMITH WEALTH MANAGEMENT → | RIA / FO | $1.4B | WINSTON SALEM, NC | CRD 105710 |
| MCILRATH & ECK, LLC → | RIA / FO | $1.4B | ARLINGTON, WA | CRD 145252 |
| BBVA GLOBAL WEALTH ADVISORS, INC. → | RIA / FO | $1.4B | MIAMI, FL | CRD 327326 |
| PENN DAVIS MCFARLAND INC → | RIA / FO | $1.4B | DALLAS, TX | CRD 110417 |
| KERA CAPITAL PARTNERS → | RIA / FO | $1.4B | SAN JOSE, CA | CRD 312875 |
| MIRAVAST ASSET MANAGEMENT, LLC → | RIA / FO | $1.4B | NEWTOWN, PA | CRD 168582 |
| ONE DAY IN JULY LLC → | RIA / FO | $1.4B | BURLINGTON, VT | CRD 284335 |
| WEATHERGAGE CAPITAL, LLC → | RIA / FO | $1.4B | AUSTIN, TX | CRD 156612 |
| WESTMINSTER FINANCIAL ADVISORY CORP → | RIA / FO | $1.4B | BEAVERCREEK, OH | CRD 110283 |
| CITATION → | RIA / FO | $1.4B | DALLAS, TX | CRD 326828 |
| 180 WEALTH ADVISORS, LLC → | RIA / FO | $1.4B | FEDERAL WAY, WA | CRD 284921 |
| NELSON CAPITAL ADVISORS → | RIA / FO | $1.4B | – | CRD 307706 |
| PACKERLAND BROKERAGE SERVICES, INC. → | RIA / FO | $1.4B | GREEN BAY, WI | CRD 37031 |
| HEARTWOOD PARTNERS, LLC → | RIA / FO | $1.4B | NORWALK, CT | CRD 313052 |
| SEIGA ASSET MANAGEMENT LIMITED → | RIA / FO | $1.4B | HONG KONG | CRD 288614 |
| CORNERSTONE CAPITAL, INC. → | RIA / FO | $1.4B | PALO ALTO, CA | CRD 105396 |
| SGROI WEALTH ADVISORY GROUP LLC → | RIA / FO | $1.4B | WEST SENECA, NY | CRD 289764 |
| MIDWEST CAPITAL ADVISORS, LLC → | RIA / FO | $1.4B | GRAND RAPIDS, MI | CRD 125389 |
| SYMPHONY FINANCIAL, LTD. CO. → | RIA / FO | $1.4B | HOUSTON, TX | CRD 171816 |
| GALVIN, GAUSTAD & STEIN, LLC → | RIA / FO | $1.4B | SCOTTSDALE, AZ | CRD 153410 |
| ALLY BRIDGE GROUP (PE) LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 315273 |
| CHI-RHO FINANCIAL, LLC → | RIA / FO | $1.4B | ATLANTA, GA | CRD 138947 |
| TOTAL INVESTMENT MANAGEMENT, INC. → | RIA / FO | $1.4B | SCOTTSDALE, AZ | CRD 108818 |
| HOBE MOUNTAIN CAPITAL MANAGEMENT LLC → | RIA / FO | $1.4B | WEST PALM BEACH, FL | CRD 338577 |
| BARLOW WEALTH PARTNERS, LLC → | RIA / FO | $1.4B | LOUISVILLE, KY | CRD 325308 |
| PLEIAD INVESTMENT ADVISORS → | RIA / FO | $1.4B | HONG KONG | CRD 172237 |
| GALLANT CAPITAL PARTNERS LLC → | RIA / FO | $1.4B | LOS ANGELES, CA | CRD 297344 |
| CAPITAL INVESTMENT COUNSEL, LLC → | RIA / FO | $1.4B | DENVER, CO | CRD 328472 |
| INNOVATUS CAPITAL PARTNERS, LLC → | RIA / FO | $1.4B | NEW YORK, NY | CRD 281928 |
| 1315 CAPITAL → | RIA / FO | $1.4B | PHILADELPHIA, PA | CRD 175292 |
| FIN CAPITAL → | RIA / FO | $1.4B | SAN FRANCISCO, CA | CRD 298492 |
| FIFTH AVENUE FAMILY OFFICE → | RIA / FO | $1.4B | NAPLES, FL | CRD 122448 |
| INTELLUS ADVISORS, LLC → | RIA / FO | $1.4B | NAPLES, FL | CRD 332883 |
| MOISAND FITZGERALD TAMAYO, LLC → | RIA / FO | $1.4B | ORLANDO, FL | CRD 109419 |
| HERONBRIDGE → | RIA / FO | $1.3B | BATH | CRD 164314 |
| GIBRALTAR CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.3B | TULSA, OK | CRD 122328 |
| 12 WEST CAPITAL MANAGEMENT LP → | RIA / FO | $1.3B | NEW YORK, NY | CRD 160197 |
| CROSS CREEK ADVISORS, LLC → | RIA / FO | $1.3B | SALT LAKE CITY, UT | CRD 165803 |
| STANDARD CRYPTO MANAGEMENT LP → | RIA / FO | $1.3B | – | CRD 305439 |
| 776 MANAGEMENT, LLC → | RIA / FO | $1.3B | – | CRD 311918 |
| GREENPOINT PARTNERS → | RIA / FO | $1.3B | NEW YORK, NY | CRD 310532 |
| MSH CAPITAL ADVISORS LLC → | RIA / FO | $1.3B | SCOTTSDALE, AZ | CRD 157835 |
| COHALO → | RIA / FO | $1.3B | – | CRD 297315 |
| HILL INVESTMENT GROUP → | RIA / FO | $1.3B | ST. LOUIS, MO | CRD 312052 |
| THE MILWAUKEE COMPANY → | RIA / FO | $1.3B | THIENSVILLE, WI | CRD 123452 |
| STRATEGY CAPITAL LLC → | RIA / FO | $1.3B | LOS ALTOS, CA | CRD 169007 |
| STILLWATER CAPITAL ADVISORS, LLC → | RIA / FO | $1.3B | DEVON, PA | CRD 149946 |
| EQUITY RESOURCE INVESTMENTS, LLC → | RIA / FO | $1.3B | CAMBRIDGE, MA | CRD 161186 |
| WEATHERBIE CAPITAL, LLC → | RIA / FO | $1.3B | BOSTON, MA | CRD 105991 |
| ORANGEWOOD PARTNERS MANAGEMENT LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 282292 |
| WEALTH ADVISORS GROUP → | RIA / FO | $1.3B | FORT WAYNE, IN | CRD 122050 |
| ZADIG ASSET MANAGEMENT S.A. → | RIA / FO | $1.3B | STRASSEN | CRD 167166 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC → | RIA / FO | $1.3B | ALAMO, CA | CRD 107638 |
| PERMIRA CREDIT LLC → | RIA / FO | $1.3B | SAN FRANCISCO, CA | CRD 330996 |
| TALBOT FINANCIAL, LLC → | RIA / FO | $1.3B | BELLEVUE, WA | CRD 155162 |
| PAYNE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 147119 |
| QUADCAP WEALTH MANAGEMENT, LLC → | RIA / FO | $1.3B | FRISCO, TX | CRD 151490 |
| FMP WEALTH ADVISERS → | RIA / FO | $1.3B | AUSTIN, TX | CRD 110270 |
| CYPRESS WEALTH SERVICES, LLC → | RIA / FO | $1.3B | PALM DESERT, CA | CRD 288992 |
| FCO ADVISORS LP → | RIA / FO | $1.3B | NEW YORK, NY | CRD 290182 |
| HUNTER ASSOCIATES LLC → | RIA / FO | $1.3B | PITTSBURGH, PA | CRD 30177 |
| COLCHIS CAPITAL MANAGEMENT, L.P. → | RIA / FO | $1.3B | – | CRD 163503 |
| ASPEN CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | BOISE, ID | CRD 119050 |
| VICTORY FINANCIAL → | RIA / FO | $1.3B | AUSTIN, TX | CRD 324943 |
| SALOMON AND LUDWIN → | RIA / FO | $1.3B | RICHMOND, VA | CRD 292456 |
| VERSOR INVESTMENTS LP → | RIA / FO | $1.3B | NEW YORK, NY | CRD 171663 |
| AMERICAN PACIFIC GROUP → | RIA / FO | $1.3B | LARKSPUR, CA | CRD 306218 |
| INDUSTRIAL OPPORTUNITY PARTNERS, LLC → | RIA / FO | $1.3B | EVANSTON, IL | CRD 156994 |
| CENTENNIAL SECURITIES COMPANY INC → | RIA / FO | $1.3B | GRAND RAPIDS, MI | CRD 7763 |
| ALLIED INDUSTRIAL PARTNERS → | RIA / FO | $1.3B | HOUSTON, TX | CRD 322494 |
| INSPIRE ADVISORS, LLC → | RIA / FO | $1.3B | MERIDIAN, ID | CRD 300279 |
| GEOMETRIC WEALTH ADVISORS, LLC → | RIA / FO | $1.3B | – | CRD 171670 |
| GRANITE STATE CAPITAL MANAGEMENT, LP → | RIA / FO | $1.3B | GREENWICH, CT | CRD 284888 |
| DAVID WENDELL ASSOCIATES, INC. → | RIA / FO | $1.3B | PORTSMOUTH, NH | CRD 106664 |
| EVERMAY WEALTH MANAGEMENT, LLC → | RIA / FO | $1.3B | ARLINGTON, VA | CRD 149230 |
| FIDUCIARY FINANCIAL ADVISORS → | RIA / FO | $1.3B | GRAND RAPIDS, MI | CRD 172103 |
| CWS FINANCIAL ADVISORS LLC → | RIA / FO | $1.3B | KALAMAZOO, MI | CRD 297000 |
| CHATTERTON & ASSOCIATES → | RIA / FO | $1.3B | ANAHEIM, CA | CRD 132295 |