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 5501–5600 (page 56 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FOLIUM CAPITAL LP → | RIA / FO | $960M | BURLINGTON, MA | CRD 284801 |
| CLEARLIST CAPITAL LLC → | RIA / FO | $960M | NEW YORK, NY | CRD 329206 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $960M | NEW YORK, NY | CRD 157509 |
| SWANDER PACE CAPITAL → | RIA / FO | $960M | BEDMINSTER, NJ | CRD 157259 |
| ROEHL & YI INVESTMENT ADVISORS, LLC → | RIA / FO | $959M | EUGENE, OR | CRD 109258 |
| MARIDEA WEALTH MANAGEMENT → | RIA / FO | $959M | BROOKLYN, NY | CRD 325523 |
| MILITIA CAPITAL MANAGEMENT, LLC → | RIA / FO | $959M | AUSTIN, TX | CRD 335763 |
| LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. → | RIA / FO | $958M | YAKIMA, WA | CRD 116891 |
| CORTLAND ASSOCIATES INC → | RIA / FO | $958M | ST. LOUIS, MO | CRD 104681 |
| EOS MANAGEMENT, L.P. → | RIA / FO | $957M | NEW YORK, NY | CRD 158090 |
| CORSAIR CAPITAL MANAGEMENT, L.P. → | RIA / FO | $957M | NEW YORK, NY | CRD 157029 |
| COMVEST CREDIT MANAGERS, LLC → | RIA / FO | $957M | WEST PALM BEACH, FL | CRD 322342 |
| VCC ADVISORS, LLC → | RIA / FO | $957M | NEW YORK, NY | CRD 301023 |
| PIONEER FAMILY OFFICE, LLC → | RIA / FO | $957M | NORTH MIAMI BEACH, FL | CRD 142856 |
| MBR FINANCIAL → | RIA / FO | $956M | HOUSTON, TX | CRD 168333 |
| FOCUS INVESTMENT ADVISORS, INC → | RIA / FO | $956M | SOLANA BEACH, CA | CRD 109970 |
| RUDIUS MANAGEMENT, L.P. → | RIA / FO | $956M | NEW YORK, NY | CRD 305465 |
| THORNTREE CAPITAL PARTNERS LP → | RIA / FO | $955M | BOSTON, MA | CRD 283643 |
| FORESIGHT GLOBAL INVESTORS, INC. → | RIA / FO | $955M | PURCHASE, NY | CRD 281818 |
| CDAM (UK) LTD → | RIA / FO | $954M | LONDON | CRD 169319 |
| TARBOX FAMILY OFFICE, INC. → | RIA / FO | $954M | NEWPORT BEACH, CA | CRD 106079 |
| RADIANX CAPITAL, LLC → | RIA / FO | $954M | NEW YORK, NY | CRD 298178 |
| ARVIN CAPITAL MANAGEMENT LP → | RIA / FO | $953M | AUSTIN, TX | CRD 315672 |
| SLOW CAPITAL, INC. → | RIA / FO | $953M | GREENBRAE, CA | CRD 286688 |
| BUILDER INVESTMENT GROUP → | RIA / FO | $953M | ATLANTA, GA | CRD 107671 |
| ONDO CAPITAL MANAGEMENT LLC → | RIA / FO | $953M | GREENWICH, CT | CRD 325197 |
| D.B. ROOT & COMPANY, LLC → | RIA / FO | $952M | PITTSBURGH, PA | CRD 188512 |
| MARTIN, JAVAN VON → | RIA / FO | $952M | – | CRD 335035 |
| CONVERIUM CAPITAL INC. → | RIA / FO | $952M | MONTREAL, QUEBEC | CRD 312880 |
| LEGACY FINANCIAL STRATEGIES, LLC → | RIA / FO | $952M | OVERLAND PARK, KS | CRD 283553 |
| CORNERSTONE PLANNING GROUP → | RIA / FO | $952M | FAIRFIELD, NJ | CRD 307189 |
| AMERICAN FINANCIAL ADVISORS, LLC. → | RIA / FO | $950M | MARIETTA, GA | CRD 115824 |
| BRICKLEY WEALTH MANAGEMENT → | RIA / FO | $950M | SAN MATEO, CA | CRD 287487 |
| EVERVIEW PARTNERS, L.P. → | RIA / FO | $950M | NEW YORK, NY | CRD 334067 |
| ROBOTTI & COMPANY ADVISORS, LLC → | RIA / FO | $950M | NEW YORK, NY | CRD 128093 |
| HEADLANDS CAPITAL → | RIA / FO | $949M | NEW YORK, NY | CRD 163598 |
| GROUND SWELL CAPITAL, LLC → | RIA / FO | $949M | FOLLY BEACH, SC | CRD 159812 |
| PETROCAP, LLC → | RIA / FO | $949M | DALLAS, TX | CRD 169688 |
| SMI ADVISORY SERVICES, LLC → | RIA / FO | $949M | COLUMBUS, IN | CRD 137872 |
| THE MOSAIC FINANCIAL GROUP, LLC → | RIA / FO | $949M | CHICAGO, IL | CRD 109816 |
| DESTINY WEALTH PARTNERS, LLC → | RIA / FO | $947M | TAVARES, FL | CRD 171346 |
| HBC GROUP LLC. → | RIA / FO | $947M | – | CRD 327012 |
| AUXIER ASSET MANAGEMENT → | RIA / FO | $946M | AURORA, OR | CRD 107980 |
| ALMANACK INVESTMENT PARTNERS → | RIA / FO | $946M | WAYNE, PA | CRD 282428 |
| DGV SOLUTIONS LP → | RIA / FO | $944M | MINNETONKA, MN | CRD 174379 |
| HAZELVIEW SECURITIES INC. → | RIA / FO | $943M | TORONTO, ONTARIO | CRD 293469 |
| LAFAYETTE INVESTMENTS, INC. → | RIA / FO | $943M | ASHTON, MD | CRD 22471 |
| ASHFORD ADVISORS, LLC → | RIA / FO | $943M | PITTSFORD, NY | CRD 114238 |
| VESEY STREET CAPITAL PARTNERS → | RIA / FO | $942M | NEW YORK, NY | CRD 285544 |
| EQ WEALTH MANAGEMENT → | RIA / FO | $942M | – | CRD 291033 |
| HCM WEALTH → | RIA / FO | $942M | SAN RAFAEL, CA | CRD 106158 |
| DISCIPLINED INVESTORS, L.L.C. → | RIA / FO | $942M | WACO, TX | CRD 114614 |
| EMERALD ADVISORS, LLC → | RIA / FO | $941M | BELLEVUE, WA | CRD 305125 |
| PEACHTREE GROUP → | RIA / FO | $941M | ATLANTA, GA | CRD 334742 |
| FAGAN ASSOCIATES INC → | RIA / FO | $941M | TROY, NY | CRD 107562 |
| RUDNEY ASSOCIATES → | RIA / FO | $940M | ALAMO, CA | CRD 110235 |
| TAPROOT MANAGEMENT LP → | RIA / FO | $940M | NEW YORK, NY | CRD 335061 |
| DEVELOP CAPITAL PARTNERS, LP. → | RIA / FO | $940M | PITTSFORD, NY | CRD 338965 |
| BLANKINSHIP & FOSTER, LLC → | RIA / FO | $940M | SOLANA BEACH, CA | CRD 104795 |
| STRATTAM CAPITAL MANAGEMENT, LLC → | RIA / FO | $939M | SAN FRANCISCO, CA | CRD 171845 |
| ASCENSION CAPITAL ADVISORS, INC. → | RIA / FO | $939M | HOUSTON, TX | CRD 109518 |
| ROBERTS, GLORE & CO. → | RIA / FO | $938M | DEERFIELD, IL | CRD 109792 |
| CEDAR STREET ASSET MANAGEMENT LLC → | RIA / FO | $938M | CHICAGO, IL | CRD 285814 |
| MAC ALPHA CAPITAL MANAGEMENT, LP → | RIA / FO | $938M | TAMPA, FL | CRD 311412 |
| SIRIOS CAPITAL MANAGEMENT, L.P. → | RIA / FO | $937M | BOSTON, MA | CRD 160580 |
| CC CAPITAL INSURANCE ADVISORS LLC → | RIA / FO | $937M | NEW YORK, NY | CRD 334723 |
| STONEBROOK PRIVATE LLC → | RIA / FO | $937M | NORTHVILLE, MI | CRD 325434 |
| BRILLIANCE ASSET MANAGEMENT LIMITED → | RIA / FO | $937M | HONG KONG | CRD 282553 |
| RITTER DANIHER FINANCIAL ADVISORY LLC → | RIA / FO | $936M | CINCINNATI, OH | CRD 321827 |
| PABRAI INVESTMENT FUNDS → | RIA / FO | $936M | WEST LAKE HILLS, TX | CRD 161471 |
| ARA GC PARTNERS, LLC → | RIA / FO | $936M | HOUSTON, TX | CRD 334354 |
| HARTLINE INVESTMENT CORPORATION → | RIA / FO | $935M | WINNETKA, IL | CRD 106923 |
| FINANCIAL SOLUTIONS ADVISORY GROUP → | RIA / FO | $935M | CHICAGO, IL | CRD 125218 |
| CRANE & ASSOCIATES WEALTH MANAGEMENT → | RIA / FO | $935M | FULLERTON, CA | CRD 314432 |
| UNITING WEALTH PARTNERS → | RIA / FO | $935M | DENVER, CO | CRD 332317 |
| SANDLOT PARTNERS, LLC → | RIA / FO | $934M | OREM, UT | CRD 311409 |
| TELESCOPE PARTNERS LLC → | RIA / FO | $934M | SAN FRANCISCO, CA | CRD 286637 |
| JOHNSON BIXBY → | RIA / FO | $934M | VANCOUVER, WA | CRD 310839 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC → | RIA / FO | $934M | BOISE, ID | CRD 104749 |
| SEM WEALTH MANAGEMENT → | RIA / FO | $933M | TUCSON, AZ | CRD 112142 |
| TRAILS EDGE CAPITAL PARTNERS, LP → | RIA / FO | $933M | ATLANTA, GA | CRD 335659 |
| ESTABROOK CAPITAL MANAGEMENT LLC → | RIA / FO | $933M | NEW YORK, NY | CRD 128856 |
| TOSCAFUND ASSET MANAGEMENT → | RIA / FO | $933M | LONDON | CRD 155132 |
| BOS ASSET MANAGEMENT, LLC → | RIA / FO | $933M | SPRINGFIELD, IL | CRD 310632 |
| COINFUND MANAGEMENT LLC → | RIA / FO | $932M | NEW YORK, NY | CRD 312302 |
| 3L CAPITAL MANAGEMENT, LLC → | RIA / FO | $932M | LOS ANGELES, CA | CRD 294003 |
| LSIA → | RIA / FO | $932M | BLOOMFIELD HILLS, MI | CRD 146829 |
| J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD → | RIA / FO | $932M | GENEVA | CRD 292433 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC → | RIA / FO | $932M | LEAWOOD, KS | CRD 288641 |
| NW1 PARTNERS → | RIA / FO | $932M | LONDON | CRD 289003 |
| FRISCH FINANCIAL GROUP, INC. → | RIA / FO | $932M | MELVILLE, NY | CRD 126524 |
| CLEARALPHA TECHNOLOGIES LP → | RIA / FO | $932M | GREENWICH, CT | CRD 325995 |
| PCG WEALTH MANAGEMENT → | RIA / FO | $931M | OVERLAND PARK, KS | CRD 290977 |
| SKY INVESTMENT GROUP LLC → | RIA / FO | $931M | HARTFORD, CT | CRD 134001 |
| BRIGHTON SECURITIES CORP. → | RIA / FO | $931M | ROCHESTER, NY | CRD 3875 |
| PGI WEALTH MANAGEMENT → | RIA / FO | $931M | ALPHARETTA, GA | CRD 297517 |
| RB CAPITAL MANAGEMENT, LLC → | RIA / FO | $931M | RENO, NV | CRD 125678 |
| SANDALWOOD SECURITIES, INC. → | RIA / FO | $930M | ROSELAND, NJ | CRD 27240 |
| STRATEGY ASSET MANAGERS L.L.C. → | RIA / FO | $930M | PASADENA, CA | CRD 109939 |
| TRINITY FUND ADVISORS LLC → | RIA / FO | $930M | MIAMI, FL | CRD 310217 |