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 5201–5300 (page 53 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FOURPATH CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.1B | OKLAHOMA CITY, OK | CRD 313573 |
| GIA PARTNERS, LLC. → | RIA / FO | $1.1B | NEW YORK, NY | CRD 151207 |
| CLEARVIEW FINANCIAL PARTNERS → | RIA / FO | $1.1B | RADNOR, PA | CRD 286168 |
| BOK FINANCIAL ADVISORS → | RIA / FO | $1.1B | TULSA, OK | CRD 17530 |
| BRIO FINANCIAL GROUP → | RIA / FO | $1.1B | SAN FRANCISCO, CA | CRD 289889 |
| TWIN OAK ETF COMPANY → | RIA / FO | $1.1B | WELLESLEY, MA | CRD 330365 |
| SEER CAPITAL MANAGEMENT LP → | RIA / FO | $1.1B | NEW YORK, NY | CRD 152164 |
| ASA MANAGED ACCOUNT MANAGERS LLC → | RIA / FO | $1.1B | MINNEAPOLIS, MN | CRD 162855 |
| WORTHPOINTE → | RIA / FO | $1.1B | – | CRD 143996 |
| BSIP SLP GP, LLC → | RIA / FO | $1.1B | FRISCO, TX | CRD 298964 |
| SEQUENT ASSET MANAGEMENT, LLC → | RIA / FO | $1.1B | HOUSTON, TX | CRD 148194 |
| FORM WEALTH ADVISORS, LLC → | RIA / FO | $1.1B | LAKE GENEVA, WI | CRD 326519 |
| STEPP & ROTHWELL INC → | RIA / FO | $1.1B | OVERLAND PARK, KS | CRD 107999 |
| ARMBRUSTER CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.1B | PITTSFORD, NY | CRD 151590 |
| GRIFFIN ASSET MANAGEMENT, LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 104548 |
| FREEDOM 3 CAPITAL LLC → | RIA / FO | $1.1B | NEW YORK, NY | CRD 170786 |
| PRESTON CAPITAL → | RIA / FO | $1.1B | ALISO VIEJO, CA | CRD 328417 |
| REVOLVERCAP MANAGEMENT, L.P. → | RIA / FO | $1.1B | TEANECK, NJ | CRD 290377 |
| NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. → | RIA / FO | $1.1B | NEW YORK, NY | CRD 116837 |
| DGS CAPITAL MANAGEMENT → | RIA / FO | $1.1B | JERSEY CITY, NJ | CRD 281938 |
| CONNELLY CAPITAL MANAGEMENT LLC → | RIA / FO | $1.1B | GUAYNABO, PR | CRD 324104 |
| GOLDSTONE FINANCIAL GROUP, LLC → | RIA / FO | $1.1B | OAKBROOK TERRACE, IL | CRD 222520 |
| VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC → | RIA / FO | $1.1B | HARTFORD, CT | CRD 143732 |
| GR FINANCIAL GROUP, LLC → | RIA / FO | $1.1B | TUCSON, AZ | CRD 172370 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. → | RIA / FO | $1.1B | MILTON, GA | CRD 109040 |
| FAITHWARD ADVISORS, LLC → | RIA / FO | $1.1B | LANCASTER, PA | CRD 116978 |
| LIBERTY ONE INVESTMENT MANAGEMENT → | RIA / FO | $1.1B | LIBERTYVILLE, IL | CRD 304290 |
| TIMBER BAY PARTNERS, LLC → | RIA / FO | $1.1B | CINCINNATI, OH | CRD 286653 |
| WHITEFORT CAPITAL MANAGEMENT, LP → | RIA / FO | $1.1B | NEW YORK, NY | CRD 288534 |
| POST ROAD GROUP LLC → | RIA / FO | $1.1B | STAMFORD, CT | CRD 288459 |
| PETIOLE USA LIMITED → | RIA / FO | $1.1B | NEW YORK, NY | CRD 159788 |
| PANORAMIKA ADVISORS INC. → | RIA / FO | $1.1B | MIAMI, FL | CRD 172737 |
| SOUTHERN FINANCIAL GROUP, LLC → | RIA / FO | $1.1B | BIRMINGHAM, AL | CRD 142644 |
| COYLE → | RIA / FO | $1.0B | GLENVIEW, IL | CRD 110593 |
| DTCP USA LLC → | RIA / FO | $1.0B | LAS VEGAS, NV | CRD 297884 |
| MACK REAL ESTATE CREDIT STRATEGIES, L.P. → | RIA / FO | $1.0B | NEW YORK, NY | CRD 167609 |
| SITTNER & NELSON, LLC → | RIA / FO | $1.0B | EUGENE, OR | CRD 309757 |
| QP GLOBAL FAMILY OFFICES, LLC → | RIA / FO | $1.0B | GREENWICH, CT | CRD 294879 |
| MATAURO, LLC → | RIA / FO | $1.0B | NEW YORK, NY | CRD 333038 |
| BAYOU CITY ENERGY → | RIA / FO | $1.0B | HOUSTON, TX | CRD 283269 |
| BAKER ELLIS ASSET MANAGEMENT LLC → | RIA / FO | $1.0B | VANCOUVER, WA | CRD 121802 |
| NASSAU PRIVATE CREDIT LLC → | RIA / FO | $1.0B | DARIEN, CT | CRD 300220 |
| MORLING FINANCIAL ADVISORS, LLC → | RIA / FO | $1.0B | FREMONT, CA | CRD 111819 |
| QUONA CAPITAL MANAGEMENT LLC → | RIA / FO | $1.0B | WASHINGTON, DC | CRD 277131 |
| BRIDGEPORT FINANCIAL SOLUTIONS → | RIA / FO | $1.0B | PHOENIX, AZ | CRD 325485 |
| WEAVER CONSULTING GROUP, LLC → | RIA / FO | $1.0B | HUNTINGTON BEACH, CA | CRD 287895 |
| HIGH PROBABILITY ADVISORS, LLC → | RIA / FO | $1.0B | PITTSFORD, NY | CRD 289541 |
| MANCHESTER FINANCIAL INC → | RIA / FO | $1.0B | WESTLAKE VILLAGE, CA | CRD 106071 |
| WEATHERFORD CAPITAL MANAGEMENT → | RIA / FO | $1.0B | TAMPA, FL | CRD 304514 |
| ROUND HILL MUSIC LP → | RIA / FO | $1.0B | NASHVILLE, TN | CRD 167234 |
| THREE BRIDGE WEALTH ADVISORS → | RIA / FO | $1.0B | LOS ALTOS, CA | CRD 150460 |
| MARBLE WEALTH, LLC → | RIA / FO | $1.0B | MONTGOMERY, AL | CRD 335291 |
| PARAGON FINANCIAL ADVISORS → | RIA / FO | $1.0B | COLLEGE STATION, TX | CRD 143721 |
| RPG INVESTMENT ADVISORY, LLC → | RIA / FO | $1.0B | PLEASANTON, CA | CRD 172173 |
| BIGLARI CAPITAL CORP. → | RIA / FO | $1.0B | SAN ANTONIO, TX | CRD 115197 |
| CIFC INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.0B | MIAMI, FL | CRD 107050 |
| FITZROY INVESTMENT ADVISORS LLC → | RIA / FO | $1.0B | AVENTURA, FL | CRD 174342 |
| STELAC CAPITAL PARTNERS LLC → | RIA / FO | $1.0B | NEW YORK, NY | CRD 163081 |
| ESP INVESTMENT ADVISORS LLC → | RIA / FO | $1.0B | DALLAS, TX | CRD 298553 |
| RED OAK FINANCIAL GROUP → | RIA / FO | $1.0B | TOWSON, MD | CRD 166912 |
| LS BDC ADVISER, LLC → | RIA / FO | $1.0B | MIAMI, FL | CRD 313799 |
| DREAM U.S. MANAGER LLC → | RIA / FO | $1.0B | DENVER, CO | CRD 314547 |
| CLEARHAVEN PARTNERS LP → | RIA / FO | $1.0B | BOSTON, MA | CRD 309219 |
| VIOLICH CAPITAL MANAGEMENT → | RIA / FO | $1.0B | MILL VALLEY, CA | CRD 111410 |
| ARGOS WEALTH ADVISORS LLC → | RIA / FO | $1.0B | – | CRD 144481 |
| NEWFRONT RETIREMENT SERVICES, INC. → | RIA / FO | $1.0B | SAN MATEO, CA | CRD 167641 |
| ASHE CAPITAL MANAGEMENT, LP → | RIA / FO | $1.0B | ENGLEWOOD CLIFFS, NJ | CRD 169616 |
| MPM WEALTH ADVISORS → | RIA / FO | $1.0B | HOLLAND, OH | CRD 104926 |
| WHALEROCK POINT PARTNERS, LLC → | RIA / FO | $1.0B | WEST PALM BEACH, FL | CRD 140781 |
| ROGERS WEALTH GROUP, INC. → | RIA / FO | $1.0B | FORT WORTH, TX | CRD 107409 |
| 1543 CAPITAL LP → | RIA / FO | $1.0B | GREENWICH, CT | CRD 305398 |
| BAINBRIDGE PARTNERS LLP → | RIA / FO | $1.0B | LONDON | CRD 325681 |
| RODGERS BROTHERS, INC. → | RIA / FO | $1.0B | HARMONY, PA | CRD 16197 |
| TOEWS ASSET MANAGEMENT → | RIA / FO | $1.0B | NORTHFIELD, NJ | CRD 106304 |
| PENINSULA CAPITAL PARTNERS, L.L.C. → | RIA / FO | $1.0B | SOUTHFIELD, MI | CRD 157354 |
| FIERSTON FINANCIAL GROUP INC → | RIA / FO | $1.0B | WEST HARTFORD, CT | CRD 105003 |
| PROSIGHT CAPITAL → | RIA / FO | $1.0B | DALLAS, TX | CRD 148791 |
| 3(38) INVESTMENT FIDUCIARIES → | RIA / FO | $1.0B | SIMI VALLEY, CA | CRD 298053 |
| FORT SHERIDAN ADVISORS LLC → | RIA / FO | $1.0B | HIGHLAND PARK, IL | CRD 151139 |
| BERYL CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.0B | REDONDO BEACH, CA | CRD 269959 |
| WILLIAM MACK & ASSOCIATES INC → | RIA / FO | $1.0B | TROY, MI | CRD 107377 |
| GOULD ASSET MANAGEMENT LLC → | RIA / FO | $1.0B | CLAREMONT, CA | CRD 113098 |
| RIDGELEIGH CAPITAL → | RIA / FO | $1.0B | SUMMIT, NJ | CRD 171905 |
| STERLING INVESTMENT COUNSEL, LLC → | RIA / FO | $1.0B | BUFFALO, NY | CRD 282624 |
| BAY POINT ADVISORS, LLC → | RIA / FO | $1.0B | ATLANTA, GA | CRD 286050 |
| NELLORE CAPITAL MANAGEMENT LLC → | RIA / FO | $1.0B | – | CRD 300467 |
| EQUALITY ASSET MANAGEMENT → | RIA / FO | $1.0B | BOSTON, MA | CRD 300710 |
| RUNWAY GROWTH CAPITAL LLC → | RIA / FO | $1.0B | CHICAGO, IL | CRD 281514 |
| BANYAN TREE ASSET MANAGEMENT, LLC → | RIA / FO | $1.0B | TORRANCE, CA | CRD 168384 |
| THEOREM → | RIA / FO | $1.0B | NEW YORK, NY | CRD 281280 |
| WATTS GWILLIAM & COMPANY, LLC → | RIA / FO | $1.0B | GILBERT, AZ | CRD 131458 |
| DECAGON ASSET MANAGEMENT LLP → | RIA / FO | $1.0B | LONDON | CRD 319363 |
| NORTHWEST WEALTH MANAGEMENT, LLC → | RIA / FO | $1.0B | SPENCER, IA | CRD 152816 |
| WALKNER CONDON FINANCIAL ADVISORS LLC → | RIA / FO | $1.0B | VERONA, WI | CRD 160109 |
| AC FUNDS, LLC → | RIA / FO | $1.0B | RIDGEWOOD, NJ | CRD 311748 |
| IFG ADVISORS, LLC → | RIA / FO | $1.0B | ST. LOUIS, MO | CRD 172329 |
| LEGALIST → | RIA / FO | $1.0B | SAN FRANCISCO, CA | CRD 297876 |
| JOHN MOORE & ASSOCIATES INC → | RIA / FO | $1.0B | ALBUQUERQUE, NM | CRD 109791 |
| HARVEY INVESTMENT COMPANY, LLC → | RIA / FO | $1.0B | LOUISVILLE, KY | CRD 110482 |
| TEN COVES CAPITAL, LP → | RIA / FO | $1.0B | DARIEN, CT | CRD 311121 |