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 4701–4800 (page 48 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| KILTEARN PARTNERS → | RIA / FO | $1.3B | EDINBURGH | CRD 158789 |
| ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. → | RIA / FO | $1.3B | SÃO PAULO | CRD 323503 |
| ARMSTRONG, FLEMING & MOORE, INC. → | RIA / FO | $1.3B | WASHINGTON, DC | CRD 107347 |
| PROMUS ASSET MANAGEMENT, LLC → | RIA / FO | $1.3B | CHICAGO, IL | CRD 165478 |
| L2 ASSET MANAGEMENT, LLC → | RIA / FO | $1.3B | – | CRD 172688 |
| FINANCIAL COUNCIL, LLC → | RIA / FO | $1.3B | TOWSON, MD | CRD 110748 |
| ARCA WEALTH, LLC → | RIA / FO | $1.3B | PORTSMOUTH, NH | CRD 174765 |
| BEACON CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | FRANKLIN, TN | CRD 156228 |
| SAGEHALL MANAGEMENT LP → | RIA / FO | $1.3B | NEW YORK, NY | CRD 314770 |
| KRISTAL.AI → | RIA / FO | $1.3B | SINGAPORE | CRD 341175 |
| PALISADE ASSET MANAGEMENT, LLC → | RIA / FO | $1.3B | MINNEAPOLIS, MN | CRD 136089 |
| OPHIR ASSET MANAGEMENT US LLC → | RIA / FO | $1.3B | DENVER, CO | CRD 312619 |
| PAUL R. RIED FINANCIAL GROUP, LLC → | RIA / FO | $1.3B | BELLEVUE, WA | CRD 297284 |
| GREENLIGHT MASTERS, LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 157082 |
| LEXAURUM ADVISORS → | RIA / FO | $1.3B | OVERLAND PARK, KS | CRD 283653 |
| PFM HEALTH SCIENCES, LP → | RIA / FO | $1.3B | SAN FRANCISCO, CA | CRD 146747 |
| MANAGED ASSET PORTFOLIOS, LLC → | RIA / FO | $1.3B | ROCHESTER, MI | CRD 109574 |
| WEALTHSHIELD PARTNERS, LLC → | RIA / FO | $1.3B | CARY, NC | CRD 169584 |
| TRUENORTH WEALTH → | RIA / FO | $1.3B | SALT LAKE CITY, UT | CRD 142205 |
| BELVERON REAL ESTATE PARTNERS, LLC → | RIA / FO | $1.3B | SAN FRANCISCO, CA | CRD 282072 |
| MADISON RIVER CAPITAL LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 286411 |
| METZLER-PAYDEN, LLC → | RIA / FO | $1.3B | LOS ANGELES, CA | CRD 108870 |
| CHEMISTRY WEALTH MANAGEMENT LLC → | RIA / FO | $1.3B | NEW YORK, NY | CRD 316069 |
| INVICTUS GROWTH PARTNERS → | RIA / FO | $1.3B | SAN MATEO, CA | CRD 311947 |
| SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC → | RIA / FO | $1.3B | GREENWICH, CT | CRD 317225 |
| ANDINA ADVISORS → | RIA / FO | $1.3B | LOGAN, UT | CRD 151762 |
| CANAL ROAD CAPITAL, LLC → | RIA / FO | $1.3B | MIAMI, FL | CRD 327488 |
| ABSHER WEALTH MANAGEMENT, LLC → | RIA / FO | $1.3B | CHAPEL HILL, NC | CRD 304642 |
| ENTERPRISE INVESTORS → | RIA / FO | $1.3B | NEW YORK, NY | CRD 160833 |
| LEGATO CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.3B | SAN FRANCISCO, CA | CRD 131704 |
| OSPRAIE MANAGEMENT, LLC → | RIA / FO | $1.3B | RYE, NY | CRD 305479 |
| MONTIS FINANCIAL, LLC → | RIA / FO | $1.3B | WALTHAM, MA | CRD 163986 |
| PROFESSIONAL ADVISORY SERVICES INC → | RIA / FO | $1.3B | VERO BEACH, FL | CRD 105397 |
| GREEN CENTURY CAPITAL MANAGEMENT INC → | RIA / FO | $1.3B | BOSTON, MA | CRD 112442 |
| HOHIMER WEALTH MANAGEMENT, LLC → | RIA / FO | $1.3B | SEATTLE, WA | CRD 300140 |
| HERITAGE CAPITAL ADVISORS, LLC → | RIA / FO | $1.3B | – | CRD 310306 |
| BLUE SAGE CAPITAL → | RIA / FO | $1.3B | AUSTIN, TX | CRD 297282 |
| HARVEY CAPITAL PARTNERS, L.P. → | RIA / FO | $1.3B | NEW YORK, NY | CRD 327590 |
| ASSET MANAGEMENT GROUP OF BANK OF HAWAII → | RIA / FO | $1.3B | HONOLULU, HI | CRD 112324 |
| WEBS CREEK CAPITAL MANAGEMENT LP → | RIA / FO | $1.3B | DALLAS, TX | CRD 301259 |
| ULLMANN WEALTH PARTNERS → | RIA / FO | $1.3B | JACKSONVILLE BEACH, FL | CRD 316697 |
| J.J. BURNS & COMPANY → | RIA / FO | $1.3B | MELVILLE, NY | CRD 140452 |
| AMBERJACK CAPITAL PARTNERS, L.P. → | RIA / FO | $1.3B | HOUSTON, TX | CRD 161464 |
| INSIGNIA CAPITAL GROUP, L.P. → | RIA / FO | $1.3B | WALNUT CREEK, CA | CRD 169772 |
| ONE WEALTH ADVISORS, LLC → | RIA / FO | $1.3B | SAN FRANCISCO, CA | CRD 170910 |
| BROOKWOOD INVESTMENT GROUP → | RIA / FO | $1.3B | PHOENIX, AZ | CRD 316544 |
| JAY A. FISHMAN, LTD → | RIA / FO | $1.3B | TROY, MI | CRD 105609 |
| ARBITER PARTNERS → | RIA / FO | $1.3B | NEW YORK, NY | CRD 156290 |
| O'HAGAN GROUP, INC. → | RIA / FO | $1.2B | BETHLEHEM, PA | CRD 315389 |
| PGIM FUND MANAGEMENT LIMITED → | RIA / FO | $1.2B | LONDON | CRD 171548 |
| OAKHURST ADVISORS → | RIA / FO | $1.2B | LOS ANGELES, CA | CRD 282057 |
| SUPERSTATE ADVISERS LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 336188 |
| VERGENT ASSET MANAGEMENT → | RIA / FO | $1.2B | LONDON | CRD 290165 |
| ALBANY ROAD REAL ESTATE PARTNERS, LLC → | RIA / FO | $1.2B | DEDHAM, MA | CRD 290302 |
| NEO IVY CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 284999 |
| TD CAPITAL MANAGEMENT LLC → | RIA / FO | $1.2B | MEMPHIS, TN | CRD 106125 |
| GILMAN HILL ASSET MANAGEMENT, LLC → | RIA / FO | $1.2B | NEW CANAAN, CT | CRD 143970 |
| NORTHWEST FINANCIAL ADVISORS LLC → | RIA / FO | $1.2B | HERNDON, VA | CRD 166769 |
| BLACKBARN CAPITAL PARTNERS LP → | RIA / FO | $1.2B | NEW YORK, NY | CRD 319137 |
| MILLER TABAK ASSET MANAGEMENT → | RIA / FO | $1.2B | MATAWAN, NJ | CRD 147381 |
| PROMETHEUS WEALTH MANAGEMENT SAM → | RIA / FO | $1.2B | MONACO | CRD 332503 |
| ALTERNATIVE CAPITAL FUND MANAGEMENT LLC → | RIA / FO | $1.2B | ENGLEWOOD CLIFFS, NJ | CRD 311532 |
| KPP ADVISORY SERVICES LLC → | RIA / FO | $1.2B | LOUISVILLE, KY | CRD 289507 |
| VERDE SERVICOS INTERNACIONAIS S.A. → | RIA / FO | $1.2B | SAO PAULO | CRD 171608 |
| HODGES CAPITAL MANAGEMENT INC → | RIA / FO | $1.2B | DALLAS, TX | CRD 110080 |
| LEAR INVESTMENT MANAGEMENT → | RIA / FO | $1.2B | DALLAS, TX | CRD 174119 |
| KORE ADVISORS LP → | RIA / FO | $1.2B | BOYNTON BEACH, FL | CRD 159663 |
| SIVIA CAPITAL PARTNERS, LLC → | RIA / FO | $1.2B | MILL VALLEY, CA | CRD 170413 |
| GE VERNOVA INVESTMENT ADVISERS, LLC → | RIA / FO | $1.2B | STAMFORD, CT | CRD 329905 |
| SOLEL PARTNERS LP → | RIA / FO | $1.2B | BOSTON, MA | CRD 305424 |
| OPAL WEALTH ADVISORS, LLC → | RIA / FO | $1.2B | JERICHO, NY | CRD 289759 |
| CORBEL CAPITAL PARTNERS → | RIA / FO | $1.2B | LOS ANGELES, CA | CRD 171849 |
| ARLINGTON FINANCIAL ADVISORS, LLC → | RIA / FO | $1.2B | SANTA BARBARA, CA | CRD 283288 |
| ACON LATAM MANAGEMENT, L.L.C. → | RIA / FO | $1.2B | WASHINGTON, DC | CRD 161535 |
| AGL US DL MANAGEMENT LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 331398 |
| SEVEN GRAND MANAGERS LLC → | RIA / FO | $1.2B | BRONXVILLE, NY | CRD 310026 |
| WEALTH DIMENSIONS GROUP, LTD. → | RIA / FO | $1.2B | CINCINNATI, OH | CRD 107618 |
| GREAT WATERS FINANCIAL → | RIA / FO | $1.2B | SHOREVIEW, MN | CRD 308215 |
| TWIN OAKS PARTNERS → | RIA / FO | $1.2B | CHATHAM, NJ | CRD 161896 |
| KWB WEALTH → | RIA / FO | $1.2B | REDLANDS, CA | CRD 300921 |
| M FINANCIAL ASSET MANAGEMENT, INC. → | RIA / FO | $1.2B | PORTLAND, OR | CRD 136694 |
| MIDDLETON & COMPANY INC. → | RIA / FO | $1.2B | BOSTON, MA | CRD 104549 |
| ASPIRE CAPITAL ADVISORS LLC → | RIA / FO | $1.2B | SEATTLE, WA | CRD 298366 |
| GRAVES LIGHT LENHART → | RIA / FO | $1.2B | HARRISONBURG, VA | CRD 298283 |
| THREE SEASONS WEALTH → | RIA / FO | $1.2B | SALT LAKE CITY, UT | CRD 326517 |
| KEEN WEALTH ADVISORS → | RIA / FO | $1.2B | OVERLAND PARK, KS | CRD 170293 |
| THEMES MANAGEMENT COMPANY LLC → | RIA / FO | $1.2B | GREENWICH, CT | CRD 323861 |
| 7RIDGE LIMITED → | RIA / FO | $1.2B | LONDON | CRD 315057 |
| BWCP, LP → | RIA / FO | $1.2B | DALLAS, TX | CRD 305638 |
| ARCHON PARTNERS LLC → | RIA / FO | $1.2B | – | CRD 155756 |
| HENRY H. ARMSTRONG ASSOCIATES, INC. → | RIA / FO | $1.2B | PITTSBURGH, PA | CRD 105510 |
| SC&H WEALTH → | RIA / FO | $1.2B | HUNT VALLEY, MD | CRD 120666 |
| HCM WEALTH ADVISORS → | RIA / FO | $1.2B | CINCINNATI, OH | CRD 107700 |
| ARCHITECT CAPITAL CORP. → | RIA / FO | $1.2B | SAN FRANCISCO, CA | CRD 315010 |
| PLATFORM TECHNOLOGY PARTNERS → | RIA / FO | $1.2B | LOCUST VALLEY, NY | CRD 305602 |
| LEGACY EDGE ADVISORS → | RIA / FO | $1.2B | SYOSSET, NY | CRD 328064 |
| PRUDENT MANAGEMENT ASSOCIATES → | RIA / FO | $1.2B | PHILADELPHIA, PA | CRD 16691 |
| VISION CAPITAL MANAGEMENT INC → | RIA / FO | $1.2B | PORTLAND, OR | CRD 107793 |
| CENTRE PARTNERS MANAGEMENT LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 109534 |
| BERKSHIRE MONEY MANAGEMENT, INC. → | RIA / FO | $1.2B | DALTON, MA | CRD 124873 |