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 5101–5200 (page 52 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| TOWNELEY CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.1B | LAGUNA HILLS, CA | CRD 169863 |
| PKS ADVISORY SERVICES, LLC → | RIA / FO | $1.1B | ALBANY, NY | CRD 125648 |
| MAKARORA → | RIA / FO | $1.1B | NEW YORK, NY | CRD 329275 |
| LWM ADVISORY SERVICES, LLC → | RIA / FO | $1.1B | PLANTATION, FL | CRD 172009 |
| JACKSON HOLE CAPITAL PARTNERS, LLC → | RIA / FO | $1.1B | TULSA, OK | CRD 285978 |
| HOLT CAPITAL PARTNERS, L.P. → | RIA / FO | $1.1B | FORT WORTH, TX | CRD 117863 |
| CS CAPITAL MANAGEMENT INC → | RIA / FO | $1.1B | EL SEGUNDO, CA | CRD 106492 |
| LFA → | RIA / FO | $1.1B | LUGANO - TICINO | CRD 152864 |
| THE JOSEPH GROUP CAPITAL MANAGEMENT → | RIA / FO | $1.1B | COLUMBUS, OH | CRD 165311 |
| SUMMIT PEAK INVESTMENTS, LLC → | RIA / FO | $1.1B | – | CRD 310099 |
| HUNTER CAPITAL MANAGEMENT → | RIA / FO | $1.1B | LOMBARD, IL | CRD 309050 |
| TRI LOCUM PARTNERS LP → | RIA / FO | $1.1B | NEW YORK, NY | CRD 309678 |
| MESON QUANTITATIVE MANAGEMENT LLC → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 332226 |
| FINANCIAL CONCEPTS → | RIA / FO | $1.1B | COLUMBUS, MS | CRD 157616 |
| WESCAP GROUP → | RIA / FO | $1.1B | GLENDALE, CA | CRD 104759 |
| SPARX ASSET MANAGEMENT KOREA CO., LTD. → | RIA / FO | $1.1B | SEOUL | CRD 338393 |
| DIXON FINANCIAL SERVICES → | RIA / FO | $1.1B | – | CRD 107166 |
| MAY RIVER CAPITAL → | RIA / FO | $1.1B | CHICAGO, IL | CRD 166007 |
| TOBAM → | RIA / FO | $1.1B | PARIS | CRD 157107 |
| RIOT VENTURES MANAGEMENT, LLC → | RIA / FO | $1.1B | VENICE, CA | CRD 288647 |
| CENTERFIELD CAPITAL PARTNERS → | RIA / FO | $1.1B | INDIANAPOLIS, IN | CRD 161504 |
| INTEGRATED INVESTMENT CONSULTANTS, LLC → | RIA / FO | $1.1B | BLOOMFIELD HILLS, MI | CRD 175299 |
| CW INVESTMENT ADVISERS, LLC → | RIA / FO | $1.1B | LOS ANGELES, CA | CRD 305926 |
| 5AM VENTURES → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 160395 |
| LINEWEAVER WEALTH ADVISORS → | RIA / FO | $1.1B | VALLEY VIEW, OH | CRD 173310 |
| KING WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $1.1B | SARATOGA SPRINGS, NY | CRD 159550 |
| BASELINE WEALTH MANAGEMENT LTD. → | RIA / FO | $1.1B | GENEVA | CRD 155526 |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. → | RIA / FO | $1.1B | DALLAS, TX | CRD 154127 |
| AUSTIN WEALTH MANAGEMENT, LLC → | RIA / FO | $1.1B | AUSTIN, TX | CRD 172793 |
| FPL CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.1B | METAIRIE, LA | CRD 117499 |
| NFSG CORPORATION → | RIA / FO | $1.1B | BOCA RATON, FL | CRD 130814 |
| BPS WEALTH ADVISORS, INC. → | RIA / FO | $1.1B | CANFIELD, OH | CRD 106249 |
| SOVEREIGN FINANCIAL GROUP, INC. → | RIA / FO | $1.1B | STAMFORD, CT | CRD 294314 |
| RANDOLPH CO INC → | RIA / FO | $1.1B | CINCINNATI, OH | CRD 104868 |
| TITAN → | RIA / FO | $1.1B | NEW YORK, NY | CRD 290111 |
| ANZU PARTNERS, LLC → | RIA / FO | $1.1B | TAMPA, FL | CRD 288985 |
| CORVUS WEALTH ADVISORS LLC → | RIA / FO | $1.1B | TEMPLETON, CA | CRD 311261 |
| CIM CAPITAL IC MANAGEMENT, LLC → | RIA / FO | $1.1B | LOS ANGELES, CA | CRD 301416 |
| MARITIME CAPITAL → | RIA / FO | $1.1B | NEW YORK, NY | CRD 161112 |
| TREBUCHET CONSULTING, LLC → | RIA / FO | $1.1B | PITTSBURGH, PA | CRD 166645 |
| SV HEALTH INVESTORS, LLC → | RIA / FO | $1.1B | BOSTON, MA | CRD 160933 |
| FJ CAPITAL MANAGEMENT LLC → | RIA / FO | $1.1B | MCLEAN, VA | CRD 158049 |
| SUMMIT ASSET MANAGEMENT LLC → | RIA / FO | $1.1B | MEMPHIS, TN | CRD 109606 |
| GOLDSTEIN ADVISORS, LLC → | RIA / FO | $1.1B | MADISON, WI | CRD 323125 |
| POINTOAK RETIREMENT ADVISORS → | RIA / FO | $1.1B | MCLEAN, VA | CRD 314866 |
| SOLOMON HESS CAPITAL MANAGEMENT → | RIA / FO | $1.1B | ARLINGTON, VA | CRD 158481 |
| CONCENTUS WEALTH ADVISORS → | RIA / FO | $1.1B | NEWTOWN SQUARE, PA | CRD 170052 |
| GREENLAKE ASSET MANAGEMENT LLC → | RIA / FO | $1.1B | SOUTH PASADENA, CA | CRD 221528 |
| HORIZON WEALTH MANAGEMENT → | RIA / FO | $1.1B | LA GRANGE, IL | CRD 170255 |
| CORNERSTONE TRUST MANAGEMENT SERVICES LLC → | RIA / FO | $1.1B | ALTAMONTE SPRINGS, FL | CRD 170864 |
| BASECAMP WEALTH ADVISORS, LLC → | RIA / FO | $1.1B | BELLEVUE, WA | CRD 334018 |
| STERLING INVESTMENT ADVISORS LTD. → | RIA / FO | $1.1B | BERWYN, PA | CRD 140710 |
| BRIDGE33 INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.1B | SEATTLE, WA | CRD 305580 |
| FULCRUM CAPITAL, LLC → | RIA / FO | $1.1B | SEATTLE, WA | CRD 145322 |
| AMB WEALTH, LLC → | RIA / FO | $1.1B | THOMASVILLE, GA | CRD 113106 |
| FORT BAKER CAPITAL MANAGEMENT LP → | RIA / FO | $1.1B | LARKSPUR, CA | CRD 282926 |
| ELWOOD & GOETZ → | RIA / FO | $1.1B | ATHENS, GA | CRD 154839 |
| MATTERN CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.1B | LAKEWOOD, CO | CRD 299342 |
| AMERICAN INVESTMENT SERVICES INC → | RIA / FO | $1.1B | GREAT BARRINGTON, MA | CRD 110043 |
| SPINNAKER INVESTMENT GROUP, LLC → | RIA / FO | $1.1B | NEWPORT BEACH, CA | CRD 283414 |
| DSF ADVISORS, LLC → | RIA / FO | $1.1B | BOSTON, MA | CRD 283411 |
| POWER SUSTAINABLE MANAGER US, INC. → | RIA / FO | $1.1B | MIAMI, FL | CRD 325145 |
| PROVIDENCE CAPITAL ADVISORS, LLC → | RIA / FO | $1.1B | CHARLOTTE, NC | CRD 174631 |
| OCCIDENTAL ASSET MANAGEMENT, LLC → | RIA / FO | $1.1B | BURLINGAME, CA | CRD 168650 |
| FORESTER CAPITAL, L.L.C. → | RIA / FO | $1.1B | STAMFORD, CT | CRD 160806 |
| HENDERSHOT INVESTMENTS, INC. → | RIA / FO | $1.1B | – | CRD 115472 |
| TRINITY ALPS CAPITAL → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 287741 |
| BALBOA WEALTH PARTNERS, INC. → | RIA / FO | $1.1B | SCOTTSDALE, AZ | CRD 282329 |
| CONCORD WEALTH PARTNERS → | RIA / FO | $1.1B | ABINGDON, VA | CRD 118643 |
| JACKSON WEALTH MANAGEMENT, LLC → | RIA / FO | $1.1B | LAKE MARY, FL | CRD 147642 |
| AC WEALTH PARTNERS → | RIA / FO | $1.1B | BERWYN, PA | CRD 326708 |
| YESKE BUIE INC. → | RIA / FO | $1.1B | VIENNA, VA | CRD 143234 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP → | RIA / FO | $1.1B | MINNEAPOLIS, MN | CRD 330050 |
| ACK ASSET MANAGEMENT LLC → | RIA / FO | $1.1B | GREENWICH, CT | CRD 155136 |
| ST. CLAIR ADVISORS, LLC → | RIA / FO | $1.1B | MAYFIELD HEIGHTS, OH | CRD 155064 |
| COUNTERPOINTE INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.1B | STAMFORD, CT | CRD 333864 |
| ALMITAS CAPITAL LLC → | RIA / FO | $1.1B | SANTA MONICA, CA | CRD 166705 |
| BOURGEON CAPITAL MANAGEMENT LLC → | RIA / FO | $1.1B | DARIEN, CT | CRD 108054 |
| RMC INVESTMENT ADVISORS → | RIA / FO | $1.1B | WEST HARTFORD, CT | CRD 104674 |
| PIVOTAL ADVISORS LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 310612 |
| THE RAELIPSKIE PARTNERSHIP → | RIA / FO | $1.1B | WATERLOO | CRD 327652 |
| FIDUCIARY BENEFITS GROUP → | RIA / FO | $1.1B | – | CRD 326204 |
| PINNBROOK CAPITAL MANAGEMENT LP → | RIA / FO | $1.1B | NEW YORK, NY | CRD 312827 |
| CALTIUS CAPITAL MANAGEMENT, LP → | RIA / FO | $1.1B | LOS ANGELES, CA | CRD 157007 |
| GIBBS WEALTH MANAGEMENT, LLC → | RIA / FO | $1.1B | ALPHARETTA, GA | CRD 281621 |
| NPA ASSET MANAGEMENT, LLC → | RIA / FO | $1.1B | FAIR LAWN, NJ | CRD 131534 |
| SPECTRUM INVESTMENT ADVISORS, INC. → | RIA / FO | $1.1B | MEQUON, WI | CRD 108669 |
| ISTO ADVISORS, LLC → | RIA / FO | $1.1B | TROY, MI | CRD 284560 |
| INSIGHT WEALTH STRATEGIES, LLC → | RIA / FO | $1.1B | SAN RAMON, CA | CRD 293644 |
| UPTICK PARTNERS, LLC → | RIA / FO | $1.1B | NACOGDOCHES, TX | CRD 324250 |
| PENSO ADVISORS, LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 158297 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. → | RIA / FO | $1.1B | PASADENA, CA | CRD 120952 |
| VESTIA PERSONAL WEALTH ADVISORS → | RIA / FO | $1.1B | FORT WAYNE, IN | CRD 290565 |
| TALSON CAPITAL MANAGEMENT L.P. → | RIA / FO | $1.1B | DARIEN, CT | CRD 150787 |
| MCGUIRE WEALTH MANAGEMENT → | RIA / FO | $1.1B | WAKEFIELD, RI | CRD 296271 |
| HANSON & DOREMUS INVESTMENT MANAGEMENT → | RIA / FO | $1.1B | BURLINGTON, VT | CRD 108045 |
| BEEKMAN INVESTMENT ADVISORS → | RIA / FO | $1.1B | NEW YORK, NY | CRD 163519 |
| TALON LLC → | RIA / FO | $1.1B | SAN JUAN, PR | CRD 298714 |
| EVELYN PARTNERS ASSET MANAGEMENT LIMITED → | RIA / FO | $1.1B | LONDON | CRD 160376 |
| AVIDITY PARTNERS MANAGEMENT LP → | RIA / FO | $1.1B | DALLAS, TX | CRD 304628 |