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 5001–5100 (page 51 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| PSC MANAGER LLC → | RIA / FO | $1.1B | YARDLEY, PA | CRD 311756 |
| 747 CAPITAL, LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 164742 |
| SYMBIOTIC CAPITAL → | RIA / FO | $1.1B | LOS ANGELES, CA | CRD 325844 |
| HM INTERNATIONAL L.L.C. → | RIA / FO | $1.1B | AUSTIN, TX | CRD 321885 |
| TOPLINE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.1B | – | CRD 298981 |
| GOODNOW INVESTMENT GROUP LLC → | RIA / FO | $1.1B | DARIEN, CT | CRD 136792 |
| PROVIDENT INVESTMENT MANAGEMENT, INC. → | RIA / FO | $1.1B | NOVI, MI | CRD 106976 |
| THE DE BURLO GROUP, INC. → | RIA / FO | $1.1B | BOSTON, MA | CRD 153435 |
| ICAPITAL FUND ADVISORS LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 330352 |
| AMUNDI US → | RIA / FO | $1.1B | BOSTON, MA | CRD 334151 |
| ORKILA MANAGEMENT, LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 171242 |
| ANCORA ALTERNATIVES LLC → | RIA / FO | $1.1B | CLEVELAND, OH | CRD 311902 |
| SCOTT CAPITAL ADVISORS, LLC → | RIA / FO | $1.1B | PORTLAND, OR | CRD 307980 |
| GODWIN CAPITAL GROUP, LLC → | RIA / FO | $1.1B | ATLANTA, GA | CRD 316592 |
| ELLEVEST → | RIA / FO | $1.1B | NEW YORK, NY | CRD 175476 |
| THE KELLY GROUP → | RIA / FO | $1.1B | BEL AIR, MD | CRD 310140 |
| QVR ADVISORS → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 288357 |
| PATRIOT FINANCIAL MANAGER, L.P. → | RIA / FO | $1.1B | RADNOR, PA | CRD 159818 |
| MG FINANCIAL LLC → | RIA / FO | $1.1B | BRAINTREE, MA | CRD 107649 |
| MOONRISE CAPITAL LP → | RIA / FO | $1.1B | VERO BEACH, FL | CRD 286269 |
| EDGE PRINCIPAL ADVISORS, LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 158273 |
| MERAMEC FINANCIAL PLANNERS, LLC → | RIA / FO | $1.1B | CLAYTON, MO | CRD 335112 |
| SHARKEY HOWES & JAVER INC → | RIA / FO | $1.1B | DENVER, CO | CRD 106050 |
| AVIANCE CAPITAL PARTNERS LLC → | RIA / FO | $1.1B | NAPLES, FL | CRD 146597 |
| LVZ, INC. → | RIA / FO | $1.1B | HOLLAND, MI | CRD 124228 |
| TRISPAN (USA) LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 305501 |
| INSIGHT WEALTH PARTNERS → | RIA / FO | $1.1B | PLANO, TX | CRD 153635 |
| ADDISON CAPITAL → | RIA / FO | $1.1B | CONSHOHOCKEN, PA | CRD 144853 |
| KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. → | RIA / FO | $1.1B | AKRON, OH | CRD 138851 |
| INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 306860 |
| CLG LLC → | RIA / FO | $1.1B | LONG BEACH, CA | CRD 282605 |
| VANTAGE WEALTH MANAGEMENT, LLC → | RIA / FO | $1.1B | SAN MATEO, CA | CRD 152374 |
| FIDUCIARY FINANCIAL GROUP, LLC → | RIA / FO | $1.1B | SAN RAFAEL, CA | CRD 285681 |
| CADINHA & CO LLC → | RIA / FO | $1.1B | HONOLULU, HI | CRD 108135 |
| BLACKROCK REALTY ADVISORS INC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 109457 |
| MARCYPEN CAPITAL PARTNERS LLC → | RIA / FO | $1.1B | – | CRD 306546 |
| MAR VISTA INVESTMENT PARTNERS, LLC → | RIA / FO | $1.1B | LOS ANGELES, CA | CRD 144906 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC → | RIA / FO | $1.1B | BLUE BELL, PA | CRD 134184 |
| OVERBROOK MANAGEMENT CORPORATION → | RIA / FO | $1.1B | NEW YORK, NY | CRD 117884 |
| ADAMSBROWN WEALTH CONSULTANTS LLC → | RIA / FO | $1.1B | WICHITA, KS | CRD 308410 |
| WITT LAKE ASSET MANAGEMENT LLC → | RIA / FO | $1.1B | STAMFORD, CT | CRD 335523 |
| WEALTHPLAN PARTNERS → | RIA / FO | $1.1B | OMAHA, NE | CRD 305026 |
| BLUESTEM WEALTH PARTNERS, LLC → | RIA / FO | $1.1B | MINNETONKA, MN | CRD 324489 |
| NEW CENTURY PARTNERS → | RIA / FO | $1.1B | – | CRD 110350 |
| KNIGHTSBRIDGE WEALTH MANAGEMENT → | RIA / FO | $1.1B | NEWPORT BEACH, CA | CRD 110347 |
| WISHBONE MANAGEMENT, LP → | RIA / FO | $1.1B | CHICAGO, IL | CRD 283479 |
| WILKINS INVESTMENT COUNSEL, INC → | RIA / FO | $1.1B | BOSTON, MA | CRD 104913 |
| ALDRICH CAPITAL PARTNERS LLC → | RIA / FO | $1.1B | MCLEAN, VA | CRD 283127 |
| FOUNDERS FAMILY OFFICE → | RIA / FO | $1.1B | MIAMI, FL | CRD 315653 |
| SCHAEFER FINANCIAL MANAGEMENT, INC. → | RIA / FO | $1.1B | CENTENNIAL, CO | CRD 110110 |
| LYNX INVESTMENT ADVISORY, LLC → | RIA / FO | $1.1B | WASHINGTON, DC | CRD 111814 |
| CRESCENT COVE ADVISORS, LP → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 288111 |
| LIGHTHOUSE FINANCIAL ADVISORS, INC. → | RIA / FO | $1.1B | RED BANK, NJ | CRD 121496 |
| HTG INVESTMENT ADVISORS INC → | RIA / FO | $1.1B | NEW CANAAN, CT | CRD 108614 |
| SMITH BROTHERS FINANCIAL, LLC → | RIA / FO | $1.1B | GLASTONBURY, CT | CRD 322951 |
| GODSPEED CAPITAL MANAGEMENT LP → | RIA / FO | $1.1B | WASHINGTON, DC | CRD 313936 |
| CAPITAL ADVISORS WEALTH MANAGEMENT → | RIA / FO | $1.1B | YAKIMA, WA | CRD 309387 |
| AMERISERV WEALTH ADVISORS INC → | RIA / FO | $1.1B | JOHNSTOWN, PA | CRD 105846 |
| ARTHUR M. COHEN & ASSOCIATES LLC → | RIA / FO | $1.1B | NORTHBROOK, IL | CRD 105894 |
| BEARING POINT CAPITAL → | RIA / FO | $1.1B | RICHFIELD, MN | CRD 332023 |
| ABRY PARTNERS III, LLC → | RIA / FO | $1.1B | BOSTON, MA | CRD 323712 |
| MARKETS INFRASTRUCTURE PARTNERS → | RIA / FO | $1.1B | NEW YORK, NY | CRD 335487 |
| CHANNING GLOBAL ADVISORS, LLC → | RIA / FO | $1.1B | FORT LAUDERDALE, FL | CRD 290893 |
| DOCK STREET ASSET MANAGEMENT INC → | RIA / FO | $1.1B | PALM BEACH, FL | CRD 111163 |
| NEWFOUND RESEARCH LLC → | RIA / FO | $1.1B | ST. PETERSBURG, FL | CRD 159064 |
| ARQ WEALTH ADVISORS, LLC → | RIA / FO | $1.1B | SCOTTSDALE, AZ | CRD 147351 |
| HEIRLOOM WEALTH MANAGEMENT LLC → | RIA / FO | $1.1B | GREENWOOD VILLAGE, CO | CRD 292277 |
| CRESCENT CAP NT ADVISORS, LLC → | RIA / FO | $1.1B | LOS ANGELES, CA | CRD 324139 |
| BENCHSTONE CAPITAL MANAGEMENT LP → | RIA / FO | $1.1B | NEW YORK, NY | CRD 329873 |
| ARDEN FUND MANAGEMENT, LLC → | RIA / FO | $1.1B | PHILADELPHIA, PA | CRD 164662 |
| RHAME & GORRELL WEALTH MANAGEMENT → | RIA / FO | $1.1B | THE WOODLANDS, TX | CRD 283027 |
| LAUREL WEALTH ADVISORS, LLC → | RIA / FO | $1.1B | CHARLOTTE, NC | CRD 118469 |
| KINGS COURT CAPITAL PTE. LTD → | RIA / FO | $1.1B | SINGAPORE, SINGAPORE | CRD 311229 |
| FINANCIAL ADVISORS NETWORK, INC. → | RIA / FO | $1.1B | TUSTIN, CA | CRD 152083 |
| DECCAN VALUE INVESTORS L.P. → | RIA / FO | $1.1B | – | CRD 158187 |
| UPPER90 → | RIA / FO | $1.1B | PROVIDENCE, RI | CRD 304179 |
| TRIASIMA PORTFOLIO MANAGEMENT INC. → | RIA / FO | $1.1B | MONTREAL, QUEBEC | CRD 304577 |
| KIAN CAPITAL PARTNERS, LLC → | RIA / FO | $1.1B | CHARLOTTE, NC | CRD 329179 |
| FINANCIAL ADVISORY CORPORATION → | RIA / FO | $1.1B | GRAND RAPIDS, MI | CRD 105472 |
| BERKELEY CAPITAL PARTNERS, LLC → | RIA / FO | $1.1B | MILTON, GA | CRD 281082 |
| OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC → | RIA / FO | $1.1B | PALO ALTO, CA | CRD 289384 |
| THE CLARUS GROUP → | RIA / FO | $1.1B | HOUSTON, TX | CRD 310163 |
| INTEGRITY ADVISORY SOLUTIONS → | RIA / FO | $1.1B | DALLAS, TX | CRD 288817 |
| COPPELL ADVISORY SOLUTIONS LLC → | RIA / FO | $1.1B | DALLAS, TX | CRD 156549 |
| NAVELLIER & ASSOCIATES INC → | RIA / FO | $1.1B | RENO, NV | CRD 107568 |
| CREST ROCK PARTNERS → | RIA / FO | $1.1B | DENVER, CO | CRD 305101 |
| MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC → | RIA / FO | $1.1B | WAYZATA, MN | CRD 129963 |
| COHEN CAPITAL → | RIA / FO | $1.1B | CHICAGO, IL | CRD 339112 |
| ENCLAVE ADVISORS, LLC → | RIA / FO | $1.1B | AUSTIN, TX | CRD 165205 |
| LYRIC CAPITAL MANAGEMENT GROUP, L.P. → | RIA / FO | $1.1B | NEW YORK, NY | CRD 299917 |
| NEXA EQUITY LLC → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 317201 |
| NEXPOINT REAL ESTATE ADVISORS X, L.P. → | RIA / FO | $1.1B | DALLAS, TX | CRD 317203 |
| BRUNI J V & CO → | RIA / FO | $1.1B | COLORADO SPRINGS, CO | CRD 106644 |
| STAGE HARBOR FINANCIAL → | RIA / FO | $1.1B | WESTWOOD, MA | CRD 289725 |
| ASSET CONSULTING GROUP, LLC → | RIA / FO | $1.1B | CLAYTON, MO | CRD 107574 |
| FINANCIAL CONSULATE → | RIA / FO | $1.1B | HUNT VALLEY, MD | CRD 106898 |
| NIGHT OWL CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.1B | GREENWICH, CT | CRD 106030 |
| ONE CHARLES PRIVATE WEALTH → | RIA / FO | $1.1B | HINGHAM, MA | CRD 286635 |
| PRESIDIO INVESTORS LLC → | RIA / FO | $1.1B | AUSTIN, TX | CRD 160841 |
| NEW HARBOR CAPITAL → | RIA / FO | $1.1B | CHICAGO, IL | CRD 283319 |