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 5401–5500 (page 55 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| HUIZENGA CAPITAL MANAGEMENT, LLC → | RIA / FO | $997M | OAK BROOK, IL | CRD 156524 |
| GALILEI INVESTMENT OFFICE LLP → | RIA / FO | $996M | LONDON | CRD 319352 |
| COMMONWEALTH FINANCIAL SERVICES → | RIA / FO | $995M | VIENNA, WV | CRD 324930 |
| OMNIA FAMILY WEALTH, LLC → | RIA / FO | $995M | AVENTURA, FL | CRD 170909 |
| LANTZ FINANCIAL LLC → | RIA / FO | $994M | NAPERVILLE, IL | CRD 297573 |
| FIVE ARROWS MANAGERS (USA) LLC → | RIA / FO | $994M | NEW YORK, NY | CRD 286195 |
| MCLEAN ASSET MANAGEMENT CORP. → | RIA / FO | $994M | TYSONS, VA | CRD 108067 |
| SYNTHETICFI LLC → | RIA / FO | $993M | SAN FRANCISCO, CA | CRD 330200 |
| KABOUTER MANAGEMENT, LLC → | RIA / FO | $993M | CHICAGO, IL | CRD 153099 |
| BAYSWATER MANAGEMENT COMPANY LP → | RIA / FO | $991M | DENVER, CO | CRD 285290 |
| ADVISORY RESEARCH INC → | RIA / FO | $991M | CHICAGO, IL | CRD 108254 |
| BROWN | MILLER WEALTH MANAGEMENT, LLC → | RIA / FO | $991M | MCLEAN, VA | CRD 305742 |
| RIVERVIEW RESEARCH, LLC → | RIA / FO | $991M | INDEPENDENCE, OH | CRD 162318 |
| CANDER ASSET MANAGEMENT → | RIA / FO | $989M | NEW YORK, NY | CRD 337596 |
| SCULPTOR ADVISORS LLC → | RIA / FO | $989M | NEW YORK, NY | CRD 319598 |
| MAN GLOBAL PRIVATE MARKETS (USA) INC. → | RIA / FO | $988M | NEW YORK, NY | CRD 284066 |
| MORRIS & WELLS WEALTH MANAGEMENT → | RIA / FO | $988M | CHARLOTTESVILLE, VA | CRD 162411 |
| TERRIL & COMPANY → | RIA / FO | $988M | SAINT LOUIS, MO | CRD 110422 |
| BCS WEALTH MANAGEMENT, LLC → | RIA / FO | $987M | JOHNSON CITY, TN | CRD 115489 |
| ONEASCENT INVESTMENT SOLUTIONS, LLC → | RIA / FO | $987M | BIRMINGHAM, AL | CRD 285512 |
| FINANCIAL ENHANCEMENT GROUP → | RIA / FO | $987M | ANDERSON, IN | CRD 159017 |
| STORY3 CAPITAL PARTNERS, LLC → | RIA / FO | $987M | – | CRD 300651 |
| ELLIS INVESTMENT PARTNERS, LLC → | RIA / FO | $987M | BERWYN, PA | CRD 157669 |
| CONCENTRUM WEALTH MANAGEMENT → | RIA / FO | $987M | SAN JOSE, CA | CRD 167151 |
| GOODWIN CAPITAL ADVISERS, INC. → | RIA / FO | $987M | HARTFORD, CT | CRD 108290 |
| AMERICAN INDEPENDENT SECURITIES GROUP, LLC → | RIA / FO | $986M | EAGLE, ID | CRD 135288 |
| PACIFIC SAGE PARTNERS, LLC → | RIA / FO | $986M | EDMONDS, WA | CRD 315663 |
| NORTH SKY CAPITAL, LLC → | RIA / FO | $986M | WAYZATA, MN | CRD 133959 |
| FINE CAPITAL PARTNERS, L.P. → | RIA / FO | $986M | NEW YORK, NY | CRD 156889 |
| FIDUCIARY EXPERTS LLC → | RIA / FO | $986M | – | CRD 146721 |
| BRISTOL WEALTH GROUP → | RIA / FO | $986M | TAUNTON, MA | CRD 330145 |
| THE RICE PARTNERSHIP, LLC → | RIA / FO | $985M | HONOLULU, HI | CRD 135701 |
| PAGAYA INVESTMENTS US LLC → | RIA / FO | $985M | NEW YORK, NY | CRD 299672 |
| ENCOMPASS MORE ASSET MANAGEMENT LLC → | RIA / FO | $985M | DANVILLE, CA | CRD 322382 |
| BARTON INVESTMENT MANAGEMENT, LLC → | RIA / FO | $985M | W. CONSHOHOCKEN, PA | CRD 141084 |
| AVION WEALTH → | RIA / FO | $985M | THE WOODLANDS, TX | CRD 134242 |
| NUANCE INVESTMENTS, LLC → | RIA / FO | $984M | KANSAS CITY, MO | CRD 148534 |
| VISTASHARES → | RIA / FO | $984M | – | CRD 331812 |
| TAC PARTNERS, INC. → | RIA / FO | $983M | BOSTON, MA | CRD 158249 |
| WALTER KEENAN WEALTH MANAGEMENT → | RIA / FO | $983M | SOUTH BEND, IN | CRD 104838 |
| ASSET ONE WEALTH MANAGEMENT, LLC → | RIA / FO | $983M | BELLEVUE, WA | CRD 336350 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC → | RIA / FO | $982M | HIGHLANDS RANCH, CO | CRD 108153 |
| OLIVER LUXXE ASSETS LLC → | RIA / FO | $982M | GLADSTONE, NJ | CRD 169588 |
| NEW FORESTS INC. → | RIA / FO | $982M | SAN FRANCISCO, CA | CRD 165267 |
| PRYTANIA INVESTMENT ADVISORS LLP → | RIA / FO | $982M | LONDON | CRD 285874 |
| ALTIORA FINANCIAL GROUP, LLC → | RIA / FO | $982M | – | CRD 292008 |
| BROADSHORE CAPITAL PARTNERS, LLC → | RIA / FO | $982M | LOS ANGELES, CA | CRD 119200 |
| KHROM CAPITAL MANAGEMENT → | RIA / FO | $981M | MIAMI, FL | CRD 170711 |
| VILLAGE GLOBAL MANAGEMENT, L.L.C. → | RIA / FO | $979M | COVINA, CA | CRD 289258 |
| WEALTH ALLIANCE ADVISORY GROUP, LLC → | RIA / FO | $979M | WICHITA, KS | CRD 290329 |
| SUMMIT WEALTH AND RETIREMENT PARTNERS → | RIA / FO | $978M | EAGLE, ID | CRD 285972 |
| ASTORIA PORTFOLIO ADVISORS LLC → | RIA / FO | $978M | NEW YORK, NY | CRD 288271 |
| KEYFRAME CAPITAL PARTNERS, L.P. → | RIA / FO | $977M | NEW YORK, NY | CRD 305812 |
| PATTON WEALTH ADVISORS → | RIA / FO | $977M | – | CRD 120533 |
| MBE WEALTH MANAGEMENT, LLC → | RIA / FO | $977M | TOMAH, WI | CRD 165516 |
| NIGHT SQUARED LP → | RIA / FO | $976M | NEW YORK, NY | CRD 333933 |
| SATOVSKY ASSET MANAGEMENT LLC → | RIA / FO | $975M | NEW YORK, NY | CRD 143519 |
| BALMORAL MANAGEMENT II L.P. → | RIA / FO | $974M | LOS ANGELES, CA | CRD 164956 |
| MAIA WEALTH → | RIA / FO | $973M | DENVER, CO | CRD 292817 |
| LEBENTHAL GLOBAL ADVISORS, LLC → | RIA / FO | $972M | HAUPPAUGE, NY | CRD 283303 |
| CREWCIAL PARTNERS LLC → | RIA / FO | $972M | NEW YORK, NY | CRD 131570 |
| AUFMAN ASSOCIATES INC → | RIA / FO | $972M | SEWICKLEY, PA | CRD 104622 |
| INTERTIDE PARTNERS → | RIA / FO | $971M | CHICAGO, IL | CRD 326896 |
| VEERY CAPITAL, LLC → | RIA / FO | $971M | WEST CHESTER, PA | CRD 298465 |
| ELK RIVER WEALTH MANAGEMENT LLC → | RIA / FO | $971M | DENVER, CO | CRD 307263 |
| THE ARKANSAS FINANCIAL GROUP, INC. → | RIA / FO | $971M | LITTLE ROCK, AR | CRD 104808 |
| SCOTT CAPITAL PARTNERS → | RIA / FO | $971M | LONDON | CRD 332026 |
| CHICAGO ATLANTIC ADVISERS, LLC → | RIA / FO | $970M | CHICAGO, IL | CRD 311619 |
| COLUMBUS MACRO, LLC → | RIA / FO | $970M | – | CRD 286374 |
| CIRRUS REAL ESTATE PARTNERS → | RIA / FO | $970M | NEW YORK, NY | CRD 323210 |
| BENTOAK CAPITAL → | RIA / FO | $970M | WEATHERFORD, TX | CRD 173563 |
| TDA INVESTMENT GROUP → | RIA / FO | $969M | SAN MATEO, CA | CRD 112016 |
| EDGBASTON INVESTMENT PARTNERS → | RIA / FO | $969M | LONDON | CRD 148364 |
| CARRERA CAPITAL ADVISORS → | RIA / FO | $969M | TROY, MI | CRD 330834 |
| FIRST SENTIER INVESTORS (US) LLC → | RIA / FO | $969M | NEW YORK, NY | CRD 170739 |
| CAT ROCK CAPITAL MANAGEMENT LP → | RIA / FO | $968M | GREENWICH, CT | CRD 268817 |
| ODEON CAPITAL ADVISORS LLC → | RIA / FO | $967M | NEW YORK, NY | CRD 307619 |
| FACTORIAL FUNDS MANAGEMENT LLC → | RIA / FO | $967M | SAN FRANCISCO, CA | CRD 319107 |
| LIFEWORKS ADVISORS, LLC → | RIA / FO | $967M | GRAND RAPIDS, MI | CRD 288255 |
| BLUEPRINT FINANCIAL ADVISORS → | RIA / FO | $967M | CHARLOTTE, NC | CRD 315570 |
| PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP → | RIA / FO | $966M | NEW YORK, NY | CRD 288664 |
| TIMEFOLIO ASSET MANAGEMENT SINGAPORE PTE. LTD. → | RIA / FO | $966M | SINGAPORE, SINGAPORE | CRD 339423 |
| ASHFORD CAPITAL MANAGEMENT INC → | RIA / FO | $966M | WILMINGTON, DE | CRD 110696 |
| UNIQUE WEALTH, LLC → | RIA / FO | $966M | TAMPA, FL | CRD 312462 |
| HEXAGON CAPITAL PARTNERS, LLC → | RIA / FO | $965M | ROGERS, AR | CRD 305850 |
| RIVERBEND CAPITAL ADVISORS, LLC → | RIA / FO | $965M | CHICAGO, IL | CRD 157117 |
| CURIAM CAPITAL LLC → | RIA / FO | $965M | NEW YORK, NY | CRD 305220 |
| BROOKWOOD ADVISORS, LLC → | RIA / FO | $964M | BEVERLY, MA | CRD 338550 |
| REVIVAL HEALTHCARE CAPITAL LLC → | RIA / FO | $964M | AUSTIN, TX | CRD 315069 |
| GRACE & WHITE, INC → | RIA / FO | $964M | NEW YORK, NY | CRD 110761 |
| ZENITH AM → | RIA / FO | $964M | PARIS | CRD 173046 |
| AMI INVESTMENT MANAGEMENT INC → | RIA / FO | $964M | KENDALLVILLE, IN | CRD 106321 |
| BOONE CAPITAL MANAGEMENT LLC → | RIA / FO | $963M | ATLANTA, GA | CRD 316230 |
| EVERNEST FINANCIAL ADVISORS → | RIA / FO | $963M | CARMEL, IN | CRD 328161 |
| BISON CAPITAL ASSET MANAGEMENT, LLC → | RIA / FO | $962M | SANTA MONICA, CA | CRD 160562 |
| PARTNERS FOR GROWTH → | RIA / FO | $962M | TIBURON, CA | CRD 163495 |
| CACHE ADVISORS LLC → | RIA / FO | $962M | SAN FRANCISCO, CA | CRD 323063 |
| INTELLIGENT WEALTH SOLUTIONS LLC → | RIA / FO | $961M | AUSTIN, TX | CRD 300403 |
| WHITE DEER → | RIA / FO | $961M | HOUSTON, TX | CRD 161361 |
| THE PACIFIC CENTER FOR FINANCIAL SERVICES → | RIA / FO | $961M | DANVILLE, CA | CRD 104557 |