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 4901–5000 (page 50 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| KEARNS AND ASSOCIATES, LLC → | RIA / FO | $1.2B | – | CRD 157449 |
| OCTAGON CAPITAL ADVISORS LP → | RIA / FO | $1.2B | NEW YORK, NY | CRD 306424 |
| PORTLAND GLOBAL ADVISORS LLC → | RIA / FO | $1.2B | PORTLAND, ME | CRD 109127 |
| BRAND ASSET MANAGEMENT GROUP, INC. → | RIA / FO | $1.2B | CHESTERFIELD, MO | CRD 106162 |
| AUDAX PDB MANAGEMENT COMPANY, LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 333812 |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 150529 |
| WILLOW TREE CAPITAL CORP ADVISORS LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 328528 |
| DELTROIT ASSET MANAGEMENT (UK) LLP → | RIA / FO | $1.2B | LONDON | CRD 334286 |
| VSS FUND MANAGEMENT LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 156600 |
| CHEVIOT VALUE MANAGEMENT, LLC → | RIA / FO | $1.2B | BEVERLY HILLS, CA | CRD 166291 |
| STRAIGHTLINE → | RIA / FO | $1.2B | TROY, MI | CRD 127401 |
| ASSOCIATED INVESTMENT SERVICES, INC. → | RIA / FO | $1.2B | GREEN BAY, WI | CRD 1464 |
| LEUTHOLD WEEDEN CAPITAL MANAGEMENT → | RIA / FO | $1.2B | MINNEAPOLIS, MN | CRD 105826 |
| ALLEGIANT WEALTH ADVISORS, LLC → | RIA / FO | $1.2B | TULSA, OK | CRD 330239 |
| SPACE CAPITAL → | RIA / FO | $1.2B | NEW YORK, NY | CRD 287867 |
| WPWEALTH LLP → | RIA / FO | $1.2B | FORT WORTH, TX | CRD 145467 |
| COTA CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.2B | SAN FRANCISCO, CA | CRD 226750 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC → | RIA / FO | $1.2B | BERMUDA RUN, NC | CRD 108199 |
| OARSMAN CAPITAL, INC → | RIA / FO | $1.2B | MILWAUKEE, WI | CRD 109993 |
| FINANCIAL PERSPECTIVES → | RIA / FO | $1.2B | MINNEAPOLIS, MN | CRD 135549 |
| SHOREVIEW INDUSTRIES V, LLC → | RIA / FO | $1.2B | MINNEAPOLIS, MN | CRD 156686 |
| TRINITY VENTURES → | RIA / FO | $1.2B | – | CRD 159537 |
| BAXTER INVESTMENT MANAGEMENT → | RIA / FO | $1.2B | RIVERSIDE, CT | CRD 106548 |
| AGILE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.2B | – | CRD 331966 |
| AGR PARTNERS LLC → | RIA / FO | $1.2B | CHICAGO, IL | CRD 283081 |
| W.A. SMITH FINANCIAL GROUP → | RIA / FO | $1.2B | SANDUSKY, OH | CRD 146608 |
| MANHATTAN WEST ASSET MANAGEMENT, LLC → | RIA / FO | $1.2B | LOS ANGELES, CA | CRD 283630 |
| GRAFTON STREET PARTNERS → | RIA / FO | $1.2B | – | CRD 319109 |
| L & S ADVISORS, INC → | RIA / FO | $1.2B | LOS ANGELES, CA | CRD 140923 |
| AMELIORA WEALTH MANAGEMENT LTD. → | RIA / FO | $1.2B | ZURICH | CRD 164038 |
| THE CAPSTREET GROUP, LLC → | RIA / FO | $1.2B | HOUSTON, TX | CRD 159690 |
| BOW RIVER ADVISERS, LLC → | RIA / FO | $1.2B | DENVER, CO | CRD 325285 |
| FORTIS CAPITAL MANAGEMENT LLC → | RIA / FO | $1.2B | BELLEVUE, WA | CRD 172198 |
| REAGAN COMPANIES ASSET MANAGEMENT, INC → | RIA / FO | $1.2B | SYRACUSE, NY | CRD 161648 |
| IBEX INVESTORS LLC → | RIA / FO | $1.2B | DENVER, CO | CRD 126496 |
| ELDRIDGE ACRE PARTNERS, LP → | RIA / FO | $1.2B | LOS ANGELES, CA | CRD 328401 |
| SAROFIM REALTY ADVISORS LLC → | RIA / FO | $1.2B | HOUSTON, TX | CRD 106931 |
| FULCRUM EQUITY PARTNERS, INC. → | RIA / FO | $1.2B | ATLANTA, GA | CRD 163489 |
| BOYNE CAPITAL → | RIA / FO | $1.2B | MIAMI, FL | CRD 285919 |
| AFFINITY INVESTMENT ADVISORS, LLC → | RIA / FO | $1.2B | NEWPORT BEACH, CA | CRD 108278 |
| NTV ASSET MANAGEMENT, LLC → | RIA / FO | $1.2B | CHARLESTON, WV | CRD 111062 |
| LAKE STREET → | RIA / FO | $1.2B | CHICAGO, IL | CRD 296761 |
| ACADEMY CAPITAL MANAGEMENT → | RIA / FO | $1.2B | WACO, TX | CRD 105008 |
| FRAZIER FINANCIAL ADVISORS, LLC → | RIA / FO | $1.2B | COLUMBUS, OH | CRD 106649 |
| LIBRARY RESEARCH LIMITED → | RIA / FO | $1.2B | HONG KONG | CRD 301421 |
| KENNEDY LEWIS CAPITAL HOLDINGS LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 324025 |
| EFFICIENT CAPITAL MANAGEMENT LLC → | RIA / FO | $1.2B | WARRENVILLE, IL | CRD 287958 |
| NORTHLANE CAPITAL PARTNERS → | RIA / FO | $1.2B | BETHESDA, MD | CRD 285990 |
| ALASKA WEALTH ADVISORS → | RIA / FO | $1.2B | ANCHORAGE, AK | CRD 172151 |
| KERBERROSE WEALTH MANAGEMENT, LLC → | RIA / FO | $1.2B | SHAWANO, WI | CRD 168787 |
| JACOBS & COMPANY, LLC → | RIA / FO | $1.2B | SAN FRANCISCO, CA | CRD 107674 |
| THIRD VIEW PRIVATE WEALTH → | RIA / FO | $1.2B | WESTPORT, CT | CRD 335591 |
| ARKOS GLOBAL ADVISORS, LLC → | RIA / FO | $1.2B | HOUSTON, TX | CRD 287466 |
| TOTH FINANCIAL ADVISORY CORP → | RIA / FO | $1.2B | LEESBURG, VA | CRD 104952 |
| VERITY ASSET MANAGEMENT → | RIA / FO | $1.2B | DURHAM, NC | CRD 158667 |
| COREVISION FINANCIAL GROUP → | RIA / FO | $1.2B | SHELBYVILLE, IN | CRD 325310 |
| GENERATION CAPITAL MANAGEMENT LLC → | RIA / FO | $1.2B | PITTSFORD, NY | CRD 128523 |
| CANOPY WEALTH MANAGEMENT → | RIA / FO | $1.2B | MIDDLETON, WI | CRD 297717 |
| LONGVIEW WEALTH MANAGEMENT → | RIA / FO | $1.2B | ATLANTA, GA | CRD 136214 |
| KELLEHER FINANCIAL ADVISORS, LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 126021 |
| COOPER/HAIMS ADVISORS, LLC → | RIA / FO | $1.2B | VICTOR, NY | CRD 124122 |
| KORHORN FINANCIAL GROUP → | RIA / FO | $1.2B | GRANGER, IN | CRD 128606 |
| AUBREY CAPITAL MANAGEMENT → | RIA / FO | $1.2B | EDINBURGH, MID LOTHIAN | CRD 285802 |
| PARLIAMENT CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.2B | SAN JUAN, PR | CRD 194513 |
| ATW PARTNERS LLC → | RIA / FO | $1.2B | NEW YORK, NY | CRD 283146 |
| ASTATINE INVESTMENT PARTNERS → | RIA / FO | $1.2B | GREENWICH, CT | CRD 311095 |
| AB2 CAPITAL PARTNERS LLC → | RIA / FO | $1.1B | HOLLYWOOD, FL | CRD 318038 |
| VIKING FUND MANAGEMENT LLC → | RIA / FO | $1.1B | MINOT, ND | CRD 107927 |
| DEAN CAPITAL MANAGEMENT → | RIA / FO | $1.1B | OVERLAND PARK, KS | CRD 145666 |
| ATLAS CAPITAL ADVISORS INC. → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 127036 |
| CITYVIEW MANAGEMENT SERVICES, LLC → | RIA / FO | $1.1B | LOS ANGELES, CA | CRD 158370 |
| CORRE PARTNERS MANAGEMENT, LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 161571 |
| ACCEL WEALTH MANAGEMENT → | RIA / FO | $1.1B | WAVERLY, IA | CRD 286201 |
| BRONTE CAPITAL → | RIA / FO | $1.1B | BONDI JUNCTION | CRD 151222 |
| LUCID ADVISORS, INC. → | RIA / FO | $1.1B | SEATTLE, WA | CRD 116639 |
| WINSTON CAPITAL MANAGEMENT LLC → | RIA / FO | $1.1B | ARLINGTON, VA | CRD 111450 |
| FINANCIAL PARTNERS GROUP, INC. → | RIA / FO | $1.1B | OVERLAND PARK, KS | CRD 288644 |
| AETHER INVESTMENT PARTNERS, LLC → | RIA / FO | $1.1B | LITTLETON, CO | CRD 149742 |
| ETZ ADVISORY LLC → | RIA / FO | $1.1B | – | CRD 334861 |
| VIRTUS REAL ESTATE LLC → | RIA / FO | $1.1B | AUSTIN, TX | CRD 164146 |
| IRONVINE CAPITAL PARTNERS, LLC → | RIA / FO | $1.1B | OMAHA, NE | CRD 168892 |
| 1WS CAPITAL ADVISORS, LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 298723 |
| MARK ASSET MANAGEMENT LP → | RIA / FO | $1.1B | NEW YORK, NY | CRD 105691 |
| LIBERTY HALL CAPITAL PARTNERS, L.P. → | RIA / FO | $1.1B | CHARLESTON, SC | CRD 173159 |
| TELEMARK ASSET MANAGEMENT, LLC → | RIA / FO | $1.1B | BOSTON, MA | CRD 156770 |
| IVYROCK ASSET MANAGEMENT (HK) LIMITED → | RIA / FO | $1.1B | HONG KONG | CRD 286174 |
| ELGETHUN CAPITAL MANAGEMENT → | RIA / FO | $1.1B | SIOUX FALLS, SD | CRD 127616 |
| FI3 FINANCIAL ADVISORS, LLC → | RIA / FO | $1.1B | INDIANAPOLIS, IN | CRD 168005 |
| INFINITUM ASSET MANAGEMENT, LLC → | RIA / FO | $1.1B | FORT LAUDERDALE, FL | CRD 333552 |
| WATERFRONT WEALTH INC. → | RIA / FO | $1.1B | OVERLAND PARK, KS | CRD 173220 |
| FOUNDATION RESOURCE MANAGEMENT, INC. → | RIA / FO | $1.1B | LITTLE ROCK, AR | CRD 116359 |
| GUARDIAN WEALTH STRATEGIES, LLC → | RIA / FO | $1.1B | MINNEAPOLS, MN | CRD 167485 |
| CAPITAL WEALTH MANAGEMENT, LLC → | RIA / FO | $1.1B | WEST WARWICK, RI | CRD 157959 |
| IGNITE PLANNERS LLC → | RIA / FO | $1.1B | SAN CLEMENTE, CA | CRD 289797 |
| STERLING INVESTORS LP → | RIA / FO | $1.1B | NEW YORK, NY | CRD 311318 |
| SONEN CAPITAL LLC → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 159461 |
| OAK HARVEST INVESTMENT SERVICES → | RIA / FO | $1.1B | HOUSTON, TX | CRD 173293 |
| CARLYLE AVIATION SECURITIES PARTNERS LLC → | RIA / FO | $1.1B | MIAMI, FL | CRD 168456 |
| YOSEMITE MANAGEMENT, LLC → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 326764 |
| CASTLE CREEK CAPITAL → | RIA / FO | $1.1B | SAN DIEGO, CA | CRD 158079 |