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 4601–4700 (page 47 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CALLAHAN ADVISORS, LLC → | RIA / FO | $1.3B | HOUSTON, TX | CRD 114058 |
| OLD PEAK LIMITED → | RIA / FO | $1.3B | WANCHAI | CRD 284472 |
| CHADDS FORD WEALTH PARTNERS, LLC → | RIA / FO | $1.3B | CHADDS FORD, PA | CRD 304159 |
| GGP MANAGEMENT, L.P. → | RIA / FO | $1.3B | SANTA MONICA, CA | CRD 310340 |
| CORE CAPITAL PARTNERS → | RIA / FO | $1.3B | – | CRD 162579 |
| THE COURY FIRM → | RIA / FO | $1.3B | PITTSBURGH, PA | CRD 289145 |
| NEWLIGHT PARTNERS LP → | RIA / FO | $1.3B | NEW YORK, NY | CRD 296190 |
| CLARK ASSET MANAGEMENT, LLC → | RIA / FO | $1.3B | – | CRD 284480 |
| SECOND LINE CAPITAL, LLC → | RIA / FO | $1.3B | METAIRIE, LA | CRD 324386 |
| U.S. GLOBAL INVESTORS, INC. → | RIA / FO | $1.3B | SAN ANTONIO, TX | CRD 111097 |
| CHILTON INVESTMENT COMPANY, INC. → | RIA / FO | $1.3B | STAMFORD, CT | CRD 120107 |
| IRON GATE GLOBAL ADVISORS → | RIA / FO | $1.3B | NORTH SALT LAKE, UT | CRD 111177 |
| STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS → | RIA / FO | $1.3B | LEESBURG, VA | CRD 111685 |
| ALLIE FAMILY OFFICE LLC → | RIA / FO | $1.3B | MIAMI, FL | CRD 307144 |
| NORTH CASTLE PARTNERS, LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 158213 |
| LIVE OAK PRIVATE WEALTH, LLC → | RIA / FO | $1.3B | WILMINGTON, NC | CRD 297904 |
| MARBLE HARBOR INVESTMENT COUNSEL, LLC → | RIA / FO | $1.3B | BOSTON, MA | CRD 138538 |
| RIVER PARTNERS CAPITAL MANAGEMENT, LP → | RIA / FO | $1.3B | NEW YORK, NY | CRD 172496 |
| WALLINGTON ASSET MANAGEMENT → | RIA / FO | $1.3B | INDIANAPOLIS, IN | CRD 143360 |
| CANOPY CAPITAL GROUP → | RIA / FO | $1.3B | WOBURN, MA | CRD 326730 |
| AWM INVESTMENT COMPANY INC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 110346 |
| PROFESSIONAL PLANNING GROUP → | RIA / FO | $1.3B | WESTERLY, RI | CRD 108868 |
| PARAGON CAPITAL MANAGEMENT → | RIA / FO | $1.3B | DENVER, CO | CRD 105147 |
| OTRO CAPITAL → | RIA / FO | $1.3B | NEW YORK, NY | CRD 327232 |
| SAVOIE CAPITAL LLC → | RIA / FO | $1.3B | CHICAGO, IL | CRD 167497 |
| LVM CAPITAL MANAGEMENT LTD → | RIA / FO | $1.3B | PORTAGE, MI | CRD 111039 |
| CHEQUERS FINANCIAL MANAGEMENT LLC → | RIA / FO | $1.3B | SAN FRANCISCO, CA | CRD 175209 |
| CAPITAL INVESTMENT SERVICES OF AMERICA INC → | RIA / FO | $1.3B | MILWAUKEE, WI | CRD 110639 |
| VALLEY NATIONAL ADVISERS INC → | RIA / FO | $1.3B | BETHLEHEM, PA | CRD 110788 |
| VIRTUE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | BRENTWOOD, TN | CRD 167816 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC → | RIA / FO | $1.3B | CLARKSDALE, MS | CRD 142944 |
| TOPSAIL WEALTH MANAGEMENT LLC → | RIA / FO | $1.3B | CHARLOTTE, NC | CRD 331098 |
| NORTHAMPTON CAPITAL PARTNERS → | RIA / FO | $1.3B | MIAMI, FL | CRD 329072 |
| OFS CLO MANAGEMENT II, LLC → | RIA / FO | $1.3B | CHICAGO, IL | CRD 323411 |
| TRIPLEPOINT ADVISERS LLC → | RIA / FO | $1.3B | MENLO PARK, CA | CRD 168948 |
| RCM GA MANAGER LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 331637 |
| METACAPITAL MANAGEMENT, L.P. → | RIA / FO | $1.3B | NEW YORK, NY | CRD 138405 |
| BEACON FINANCIAL GROUP → | RIA / FO | $1.3B | DALLAS, TX | CRD 110038 |
| MOUNT LUCAS MANAGEMENT LP → | RIA / FO | $1.3B | NEWTOWN, PA | CRD 108255 |
| MADISON PARTNERS → | RIA / FO | $1.3B | MADISON, WI | CRD 305824 |
| PRUDENT INVESTOR ADVISORS, LLC → | RIA / FO | $1.3B | FOLSOM, CA | CRD 121922 |
| PBMARES WEALTH MANAGEMENT LLC → | RIA / FO | $1.3B | WILLIAMSBURG, VA | CRD 116218 |
| SWAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | DURANGO, CO | CRD 164280 |
| PALADIN CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | WASHINGTON, DC | CRD 122679 |
| DB ADVISORY AMERICA, LIMITED(LTD) → | RIA / FO | $1.3B | NEW YORK, NY | CRD 313938 |
| SNOWWATER INVESTMENT PARTNERS, LLC → | RIA / FO | $1.3B | – | CRD 311790 |
| CALIGAN PARTNERS → | RIA / FO | $1.3B | NEW YORK, NY | CRD 289887 |
| SYNERGY ASSET MANAGEMENT, LLC → | RIA / FO | $1.3B | VANCOUVER, WA | CRD 117201 |
| BEACON CAPITAL PARTNERS, LLC → | RIA / FO | $1.3B | BOSTON, MA | CRD 158137 |
| PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. → | RIA / FO | $1.3B | TULSA, OK | CRD 115220 |
| SKERRYVORE ASSET MANAGEMENT → | RIA / FO | $1.3B | EDINBURGH | CRD 330060 |
| SAGEWIND CAPITAL LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 288855 |
| BALLEW ADVISORS INC → | RIA / FO | $1.3B | JACKSON, MS | CRD 110522 |
| CRYSTAL CAPITAL PARTNERS, LLC → | RIA / FO | $1.3B | BAY HARBOR ISLANDS, FL | CRD 146010 |
| BALDWIN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.3B | WEST CONSHOHOCKEN, PA | CRD 108922 |
| ADVANTAGE CAPITAL → | RIA / FO | $1.3B | NEW ORLEANS, LA | CRD 171365 |
| PINNACLE INVESTMENTS, LLC → | RIA / FO | $1.3B | EAST SYRACUSE, NY | CRD 142910 |
| SIO CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 165989 |
| BIONDO INVESTMENT ADVISORS LLC → | RIA / FO | $1.3B | MILFORD, PA | CRD 130105 |
| STANSBERRY ASSET MANAGEMENT, LLC → | RIA / FO | $1.3B | WESTLAKE, TX | CRD 282103 |
| BLUESTEM ASSET MANAGEMENT, LLC → | RIA / FO | $1.3B | CHARLOTTESVILLE, VA | CRD 158330 |
| TRIANGLE WEALTH MANAGEMENT → | RIA / FO | $1.3B | RALEIGH, NC | CRD 148156 |
| BIP CAPITAL → | RIA / FO | $1.3B | ATLANTA, GA | CRD 292983 |
| ZENTIFIC INVESTMENT MANAGEMENT LIMITED → | RIA / FO | $1.3B | HONG KONG | CRD 174321 |
| ARBOR INVESTMENT ADVISORS → | RIA / FO | $1.3B | WINSTON SALEM, NC | CRD 111077 |
| SILICON VALLEY CAPITAL PARTNERS, L.P. → | RIA / FO | $1.3B | SAN JOSE, CA | CRD 125114 |
| ACADEMY ASSET MANAGEMENT → | RIA / FO | $1.3B | NEW YORK, NY | CRD 319774 |
| WAHED → | RIA / FO | $1.3B | NEW YORK, NY | CRD 242793 |
| RIZVI TRAVERSE MANAGEMENT, LLC → | RIA / FO | $1.3B | WEST PALM BEACH, FL | CRD 160733 |
| TTCP MANAGEMENT SERVICES, LLC → | RIA / FO | $1.3B | BLOOMINGTON, MN | CRD 165448 |
| NISHKAMA CAPITAL LLC → | RIA / FO | $1.3B | – | CRD 170322 |
| CANAL CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | RICHMOND, VA | CRD 164971 |
| PIPER SANDLER & CO. → | RIA / FO | $1.3B | MINNEAPOLIS, MN | CRD 665 |
| IBEX WEALTH ADVISORS, LLC → | RIA / FO | $1.3B | WEST PALM BEACH, FL | CRD 168674 |
| LORD ABBETT PRIVATE CREDIT ADVISOR LLC → | RIA / FO | $1.3B | JERSEY CITY, NJ | CRD 332701 |
| OBSIDIAN CIO LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 289000 |
| NEW LEGACY GROUP, LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 160969 |
| TRIGATE MANAGEMENT LLC → | RIA / FO | $1.3B | DALLAS, TX | CRD 158083 |
| REDEFINE VENTURES LLC → | RIA / FO | $1.3B | BOULDER, CO | CRD 323691 |
| SYMPHONY FINANCIAL PARTNERS (SINGAPORE) PTE. LTD. → | RIA / FO | $1.3B | SINGAPORE | CRD 170667 |
| BIGSUR PARTNERS, LLC → | RIA / FO | $1.3B | MIAMI, FL | CRD 146511 |
| PRIVATE CAPITAL ADVISORS, INC. → | RIA / FO | $1.3B | DARIEN, CT | CRD 125771 |
| CONNORS INVESTOR SERVICES INC → | RIA / FO | $1.3B | WYOMISSING, PA | CRD 106993 |
| FRAMEWORK VENTURES → | RIA / FO | $1.3B | SAN FRANCISCO, CA | CRD 314038 |
| NEWPORT CAPITAL GROUP, LLC → | RIA / FO | $1.3B | RED BANK, NJ | CRD 144442 |
| AMERICAN FINANCIAL ADVISORS INC → | RIA / FO | $1.3B | WINTER PARK, FL | CRD 108530 |
| MCDONALD PARTNERS LLC → | RIA / FO | $1.3B | CLEVELAND, OH | CRD 135414 |
| ECOSYSTEM INVESTMENT PARTNERS, LLC → | RIA / FO | $1.3B | BALTIMORE, MD | CRD 165149 |
| SOVEREIGN'S CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | ATLANTA, GA | CRD 301879 |
| RDST CAPITAL LLC → | RIA / FO | $1.3B | SEATTLE, WA | CRD 284645 |
| HIGHCLERE INTERNATIONAL INVESTORS → | RIA / FO | $1.3B | LONDON | CRD 140380 |
| CAPITAL ADVANTAGE, INC. → | RIA / FO | $1.3B | WALNUT CREEK, CA | CRD 108985 |
| NORTH PIER FIDUCIARY MANAGEMENT, LLC → | RIA / FO | $1.3B | MARINA DEL REY, CA | CRD 148128 |
| PETTINGA FINANCIAL ADVISORS, LLC → | RIA / FO | $1.3B | EVANSVILLE, IN | CRD 156369 |
| PAUL WINKLER, INC. → | RIA / FO | $1.3B | GOODLETTSVILLE, TN | CRD 119342 |
| URBAN FINANCIAL ADVISORY CORPORATION → | RIA / FO | $1.3B | CHICAGO, IL | CRD 110057 |
| COMMONWEALTH INVESTMENT MANAGEMENT → | RIA / FO | $1.3B | PITTSBURGH, PA | CRD 106292 |
| PROMETHOS CAPITAL, LLC → | RIA / FO | $1.3B | BOSTON, MA | CRD 300915 |
| NORTHSTAR FIDUCIARY PARTNERS, LLC → | RIA / FO | $1.3B | – | CRD 284994 |
| KEB WEALTH ADVISORS → | RIA / FO | $1.3B | SPRINGFIELD, IL | CRD 117935 |