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 5301–5400 (page 54 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| J.W.BURNS & COMPANY, INC. → | RIA / FO | $1.0B | DEWITT, NY | CRD 107835 |
| GLEN EAGLE ADVISORS, LLC → | RIA / FO | $1.0B | KINGSTON, NJ | CRD 282920 |
| VESTWELL ADVISORS LLC → | RIA / FO | $1.0B | NEW YORK, NY | CRD 284173 |
| CARDINAL CAPITAL MANAGEMENT INC → | RIA / FO | $1.0B | RALEIGH, NC | CRD 108076 |
| ASTARIS CAPITAL MANAGEMENT LLP → | RIA / FO | $1.0B | LONDON | CRD 160262 |
| BASS AND BELL, INC. → | RIA / FO | $1.0B | LITTLE ROCK, AR | CRD 300557 |
| THAYER STREET PARTNERS MANAGEMENT, LLC → | RIA / FO | $1.0B | NEW YORK, NY | CRD 170763 |
| PERRYMAN FINANCIAL ADVISORY, INC. → | RIA / FO | $1.0B | DALLAS, TX | CRD 107653 |
| ALPHA OMEGA WEALTH MANAGEMENT, LLC → | RIA / FO | $1.0B | RICHMOND, VA | CRD 149842 |
| STANLEY-LAMAN GROUP LTD. → | RIA / FO | $1.0B | BERWYN, PA | CRD 112112 |
| CAPITAL INVESTMENT COUNSEL INC → | RIA / FO | $1.0B | RALEIGH, NC | CRD 104591 |
| SAW MILL CAPITAL L.L.C. → | RIA / FO | $1.0B | BRIARCLIFF MANOR, NY | CRD 156472 |
| PETTYJOHN, WOOD & WHITE, INC. → | RIA / FO | $1.0B | LYNCHBURG, VA | CRD 106403 |
| HURON CAPITAL PARTNERS LLC → | RIA / FO | $1.0B | DETROIT, MI | CRD 157060 |
| WEDBUSH FUND ADVISERS, LLC → | RIA / FO | $1.0B | PASADENA, CA | CRD 334057 |
| CENTRICUS INVESTMENT ADVISORS (US) LLC → | RIA / FO | $1.0B | BEVERLY HILLS, CA | CRD 341654 |
| SOUNDWATCH CAPITAL, LLC → | RIA / FO | $1.0B | DALLAS, TX | CRD 173151 |
| NORTHSTAR CAPITAL → | RIA / FO | $1.0B | MINNEAPOLIS, MN | CRD 158003 |
| GREATMARK INVESTMENT PARTNERS, INC. → | RIA / FO | $1.0B | COLUMBUS, GA | CRD 105267 |
| ZEVIN ASSET MANAGEMENT, LLC → | RIA / FO | $1.0B | BOSTON, MA | CRD 165269 |
| ALPINE GROVE PARTNERS LLP → | RIA / FO | $1.0B | NEW YORK, NY | CRD 157485 |
| WM PARTNERS, LP → | RIA / FO | $1.0B | AVENTURA, FL | CRD 235788 |
| NEWBROOK CAPITAL ADVISORS LP → | RIA / FO | $1.0B | NEW YORK, NY | CRD 138930 |
| ASSET ALLOCATION STRATEGIES, LLC → | RIA / FO | $1.0B | FARMINGTON, MI | CRD 152339 |
| BREAKWATER CAPITAL GROUP → | RIA / FO | $1.0B | PARAMUS, NJ | CRD 321097 |
| 36 SOUTH CAPITAL ADVISORS LLP → | RIA / FO | $1.0B | LONDON | CRD 166406 |
| MG&A WEALTH → | RIA / FO | $1.0B | PLANTATION, FL | CRD 284866 |
| MCD-KISSNER GP, LLC → | RIA / FO | $1.0B | OVERLAND PARK, KS | CRD 336165 |
| EDGE NATURAL RESOURCES LLC → | RIA / FO | $1.0B | DALLAS, TX | CRD 230787 |
| LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT → | RIA / FO | $1.0B | GRAND RAPIDS, MI | CRD 168831 |
| SOLLINDA CAPITAL MANAGEMENT LLC → | RIA / FO | $1.0B | MIAMI, FL | CRD 321742 |
| PORTFOLIO STRATEGIES INC NY → | RIA / FO | $1.0B | MONTVALE, NJ | CRD 106942 |
| GFG CAPITAL → | RIA / FO | $1.0B | MIAMI, FL | CRD 128059 |
| JT STRATFORD, LLC → | RIA / FO | $1.0B | GAINESVILLE, GA | CRD 155629 |
| VERUM PARTNERS LLC → | RIA / FO | $1.0B | CHARLOTTE, NC | CRD 301058 |
| ENERVEST INVESTMENT SERVICES, L.L.C. → | RIA / FO | $1.0B | HOUSTON, TX | CRD 297181 |
| TEAMWORK FINANCIAL ADVISORS, LLC → | RIA / FO | $1.0B | SAN ANTONIO, TX | CRD 165237 |
| JOCELYN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.0B | SAN RAFAEL, CA | CRD 323831 |
| ARCHER INVESTMENT CORPORATION → | RIA / FO | $1.0B | CARMEL, IN | CRD 136403 |
| VERITA STRATEGIC WEALTH PARTNERS, LLC → | RIA / FO | $1.0B | SAN FRANCISCO, CA | CRD 335215 |
| ISOMETRY CAPITAL, LLC → | RIA / FO | $1.0B | NEW YORK, NY | CRD 307544 |
| NAVIGATION GROUP LLC → | RIA / FO | $1.0B | REDWOOD SHORES, CA | CRD 130982 |
| VERTEX PARTNERS → | RIA / FO | $1.0B | DOWNERS GROVE, IL | CRD 316839 |
| NASDAQ DORSEY WRIGHT → | RIA / FO | $1.0B | RICHMOND, VA | CRD 104925 |
| STANDARD FAMILY OFFICE, LLC → | RIA / FO | $1.0B | SIOUX FALLS, SD | CRD 301865 |
| 10X CAPITAL PARTNERS → | RIA / FO | $1.0B | NEW YORK, NY | CRD 332547 |
| MAIN MANAGEMENT FUND ADVISORS, LLC → | RIA / FO | $1.0B | SAN FRANCISCO, CA | CRD 281689 |
| PEAK ASSET MANAGEMENT, LLC → | RIA / FO | $1.0B | LOUISVILLE, CO | CRD 106944 |
| BRIGHAM MANAGEMENT, LLC → | RIA / FO | $1.0B | AUSTIN, TX | CRD 300627 |
| FIRST TRYON ADVISORS → | RIA / FO | $1.0B | CHARLOTTE, NC | CRD 332377 |
| GROWTH CATALYST PARTNERS, L.P. → | RIA / FO | $1.0B | CHICAGO, IL | CRD 311410 |
| INVICTUS FIDUCIARY SERVICES, LLC → | RIA / FO | $1.0B | MEMPHIS, TN | CRD 286117 |
| LATHROP INVESTMENT MANAGEMENT COMPANY → | RIA / FO | $1.0B | LITTLE ROCK, AR | CRD 334458 |
| FERMATA ADVISORS → | RIA / FO | $1.0B | SONOMA, CA | CRD 305614 |
| ANDERSON GROWTH PARTNERS, LLC → | RIA / FO | $1.0B | BIRMINGHAM, AL | CRD 138600 |
| VECTORS ASSET MANAGEMENT → | RIA / FO | $1.0B | NEW YORK, NY | CRD 137772 |
| NOMURA ASSET MANAGEMENT U.S.A. INC. → | RIA / FO | $1.0B | NEW YORK, NY | CRD 108222 |
| THE NORTHSTAR GROUP, INC. → | RIA / FO | $1.0B | NEW YORK, NY | CRD 110409 |
| MIRADOR CAPITAL PARTNERS → | RIA / FO | $1.0B | PLEASANTON, CA | CRD 173764 |
| RENOVO CAPITAL, LLC → | RIA / FO | $1.0B | DALLAS, TX | CRD 164144 |
| LEGACY FINANCIAL GROUP → | RIA / FO | $1.0B | DES MOINES, IA | CRD 154927 |
| PELICAN ENERGY PARTNERS → | RIA / FO | $1.0B | HOUSTON, TX | CRD 163267 |
| AIRE ADVISORS, LLC → | RIA / FO | $1.0B | BEVERLY HILLS, CA | CRD 307450 |
| WEST PACES ADVISORS, INC. → | RIA / FO | $1.0B | ATLANTA, GA | CRD 175512 |
| M FINANCIAL INVESTMENT ADVISERS INC → | RIA / FO | $1.0B | PORTLAND, OR | CRD 106648 |
| GREAT HILL CAPITAL, LLC → | RIA / FO | $1.0B | – | CRD 328021 |
| EAST COAST ASSET MANAGEMENT, LLC → | RIA / FO | $1.0B | ESSEX, MA | CRD 147910 |
| ARLON ADVISOR LLC → | RIA / FO | $1.0B | NEW YORK, NY | CRD 160635 |
| VOLOFIN CAPITAL MANAGEMENT → | RIA / FO | $1.0B | DANIEL ISLAND, SC | CRD 309922 |
| PYA WALTMAN CAPITAL, LLC → | RIA / FO | $1.0B | KNOXVILLE, TN | CRD 137283 |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. → | RIA / FO | $1.0B | APPLETON, WI | CRD 149830 |
| BHMS INVESTMENTS, LP → | RIA / FO | $1.0B | WESTPORT, CT | CRD 162554 |
| CORBYN INVESTMENT MANAGEMENT INC → | RIA / FO | $1.0B | LUTHERVILLE, MD | CRD 104716 |
| LONGUEVUE MANAGEMENT COMPANY LLC → | RIA / FO | $1.0B | METAIRIE, LA | CRD 330117 |
| THE QUARRY LP → | RIA / FO | $1.0B | NEW YORK, NY | CRD 323449 |
| LONGFORD CAPITAL → | RIA / FO | $1.0B | CHICAGO, IL | CRD 284049 |
| BURLING WEALTH PARTNERS → | RIA / FO | $1.0B | CHICAGO, IL | CRD 332198 |
| BLUESKY WEALTH ADVISORS, LLC → | RIA / FO | $1.0B | NEW BERN, NC | CRD 116760 |
| MSOUTH EQUITY PARTNERS, LLC → | RIA / FO | $1.0B | ATLANTA, GA | CRD 157601 |
| LATERAL INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.0B | BURLINGAME, CA | CRD 159649 |
| FINCADIA ADVISORS LLC → | RIA / FO | $1.0B | MELVILLE, NY | CRD 338396 |
| QUANTUM CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.0B | NORTHFIELD, NJ | CRD 111083 |
| HUDOCK CAPITAL GROUP → | RIA / FO | $1.0B | WILLIAMSPORT, PA | CRD 149255 |
| AZIMUT INVESTMENT ADVISORS LLC → | RIA / FO | $1.0B | MIAMI, FL | CRD 134626 |
| EVEREST FINANCIAL GROUP → | RIA / FO | $1.0B | MINNEAPOLIS, MN | CRD 137260 |
| WORLD EQUITY GROUP, INC. → | RIA / FO | $1.0B | SCHAUMBURG, IL | CRD 29087 |
| CAPSOUTH WEALTH MANAGEMENT → | RIA / FO | $1.0B | DOTHAN, AL | CRD 132517 |
| SEEDS → | RIA / FO | $1.0B | NEW YORK, NY | CRD 308909 |
| FIVESPAN PARTNERS, LP → | RIA / FO | $1.0B | SAN FRANCISCO, CA | CRD 332551 |
| SACHETTA, LLC → | RIA / FO | $1.0B | LYNNFIELD, MA | CRD 145713 |
| FORTITUDE FAMILY OFFICE → | RIA / FO | $1.0B | SCOTTSDALE, AZ | CRD 317615 |
| COHEN CAPITAL MANAGEMENT INC → | RIA / FO | $1.0B | CORTE MADERA, CA | CRD 107903 |
| SAVA CAPITAL LLC → | RIA / FO | $1.0B | DORADO, PR | CRD 335379 |
| VERBENA VALUE LP → | RIA / FO | $1.0B | WESTPORT, CT | CRD 337379 |
| DAWSON PARTNERS → | RIA / FO | $999M | NEW YORK, NY | CRD 339430 |
| PALM BEACH CAPITAL MANAGEMENT III, LLC → | RIA / FO | $999M | WEST PALM BEACH, FL | CRD 159611 |
| TISHMAN CAPITAL PARTNERS → | RIA / FO | $998M | NEW YORK, NY | CRD 241788 |
| DAYBRIGHT ADVISORY SERVICES, INC. → | RIA / FO | $997M | MIAMI, FL | CRD 133795 |
| TSFG, LLC → | RIA / FO | $997M | LAKE FOREST, IL | CRD 172555 |
| PASSIVE CAPITAL MANAGEMENT, LLC → | RIA / FO | $997M | SYRACUSE, NY | CRD 142870 |