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 5601–5700 (page 57 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| STABLEPOINT PARTNERS, LLC → | RIA / FO | $930M | BRAINTREE, MA | CRD 328503 |
| WICK CAPITAL PARTNERS, LLC → | RIA / FO | $930M | WAYNE, PA | CRD 299194 |
| MIRI CAPITAL MANAGEMENT LLC → | RIA / FO | $930M | BOSTON, MA | CRD 311308 |
| INVESTMARK ADVISORY GROUP LLC → | RIA / FO | $930M | SHELTON, CT | CRD 121060 |
| GALECKI FINANCIAL MANAGEMENT INC → | RIA / FO | $929M | FORT WAYNE, IN | CRD 107218 |
| OPPENHEIMER INVESTMENT MANAGEMENT LLC → | RIA / FO | $929M | NEW YORK, NY | CRD 133243 |
| CANVAS WEALTH ADVISORS, LLC → | RIA / FO | $929M | SHAWNEE, KS | CRD 306343 |
| MOUNTAIN CAPITAL INVESTMENT ADVISORS INC → | RIA / FO | $929M | WESTMINSTER, CO | CRD 156660 |
| OLD MISSION INVESTMENT COMPANY, LLC → | RIA / FO | $929M | TRAVERSE CITY, MI | CRD 140381 |
| VAQUERO PRIVATE WEALTH, LTD. → | RIA / FO | $929M | DALLAS, TX | CRD 305266 |
| UNION PARK CAPITAL MANAGEMENT, L.P. → | RIA / FO | $928M | BOSTON, MA | CRD 169842 |
| RIVERSEDGE ADVISORS → | RIA / FO | $928M | WILMINGTON, DE | CRD 298390 |
| GLASS JACOBSON WEALTH ADVISORS → | RIA / FO | $928M | OWINGS MILLS, MD | CRD 120141 |
| PITON INVESTMENT MANAGEMENT, LP → | RIA / FO | $928M | GARDEN CITY, NY | CRD 282517 |
| BLUE WATER ADVISORS LP → | RIA / FO | $928M | BOCA RATON, FL | CRD 288923 |
| STRATEGIC FINANCIAL CONCEPTS, LLC → | RIA / FO | $928M | SAN ANTONIO, TX | CRD 141849 |
| TRIFECTA CAPITAL ADVISORS, LLC → | RIA / FO | $927M | NORTHBROOK, IL | CRD 317391 |
| LAVACA CAPITAL, LLC → | RIA / FO | $927M | HOUSTON, TX | CRD 167238 |
| THE ADVISORY RESOURCE GROUP, LLC → | RIA / FO | $927M | TULSA, OK | CRD 290110 |
| STATHEROS FINANCIAL SOLUTIONS, INC. → | RIA / FO | $926M | EL DORADO HILLS, CA | CRD 306217 |
| SPRINKLE FINANCIAL CONSULTANTS LLC → | RIA / FO | $926M | LITTLETON, CO | CRD 112227 |
| COYLE CAPITAL, LLC → | RIA / FO | $925M | LAKEWAY, TX | CRD 173822 |
| GLS CAPITAL, LLC → | RIA / FO | $925M | CHICAGO, IL | CRD 298976 |
| PCJ INVESTMENT COUNSEL LTD. → | RIA / FO | $924M | TORONTO, ONTARIO | CRD 174083 |
| RIVERSIDE PARTNERS, LLC → | RIA / FO | $924M | BOSTON, MA | CRD 160754 |
| MONTICELLOAM, LLC → | RIA / FO | $923M | NEW YORK, NY | CRD 173553 |
| KELLER WEALTH ADVISORS → | RIA / FO | $923M | VICTORIA, TX | CRD 111610 |
| LEGACY WEALTH ADVISORS, LLC → | RIA / FO | $923M | NORTH MIAMI BEACH, FL | CRD 326117 |
| FAITHWARD CAPITAL → | RIA / FO | $923M | LANCASTER, PA | CRD 305092 |
| KEUDELL MORRISON WEALTH MANAGEMENT, LLC → | RIA / FO | $922M | SALEM, OR | CRD 292600 |
| INTEGRITY FIXED INCOME MANAGEMENT → | RIA / FO | $921M | ORLANDO, FL | CRD 135635 |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC → | RIA / FO | $921M | PRINCETON, NJ | CRD 146644 |
| CASTLEKEEP INVESTMENT ADVISORS → | RIA / FO | $921M | WESTPORT, CT | CRD 111656 |
| FOUNDERS CAPITAL MANAGEMENT, LLC → | RIA / FO | $920M | HARTFORD, CT | CRD 118853 |
| BRIDGER INVESTMENT PARTNERS LLC → | RIA / FO | $920M | NEW YORK, NY | CRD 323251 |
| HORST & GRABEN WEALTH MANAGEMENT, LLC → | RIA / FO | $920M | PORTLAND, OR | CRD 297368 |
| OAK ROOT LLC → | RIA / FO | $920M | – | CRD 246788 |
| LONG WHARF CAPITAL LLC → | RIA / FO | $919M | BOSTON, MA | CRD 158038 |
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. → | RIA / FO | $919M | – | CRD 108030 |
| RAINEY & RANDALL WEALTH ADVISORS, INC. → | RIA / FO | $918M | CELEBRATION, FL | CRD 116251 |
| AVEGO MANAGEMENT, LLC → | RIA / FO | $918M | ALPHARETTA, GA | CRD 310520 |
| MRAZ AND ASSOCIATES → | RIA / FO | $917M | MODESTO, CA | CRD 158338 |
| ROVIN CAPITAL → | RIA / FO | $917M | MESA, AZ | CRD 152662 |
| DILLON & ASSOCIATES INC → | RIA / FO | $916M | JACKSON, MI | CRD 104662 |
| CHARLES PRATT & COMPANY, L.L.C. → | RIA / FO | $916M | NEW YORK, NY | CRD 104864 |
| STRENTA INVESTMENT MANAGEMENT SERVICES, LLC → | RIA / FO | $916M | MIAMI, FL | CRD 169667 |
| GOODMAN FINANCIAL CORPORATION → | RIA / FO | $916M | HOUSTON, TX | CRD 114637 |
| OLD WEST INVESTMENT MANAGEMENT, LLC → | RIA / FO | $916M | LOS ANGELES, CA | CRD 148343 |
| DOME EQUITIES, LLC → | RIA / FO | $915M | NEW YORK, NY | CRD 159102 |
| MADRYN ASSET MANAGEMENT, LP → | RIA / FO | $915M | NEW YORK, NY | CRD 286065 |
| FI401K ADVISORS → | RIA / FO | $915M | CENTENNIAL, CO | CRD 168408 |
| STRATEGICPOINT INVESTMENT ADVISORS LLC → | RIA / FO | $915M | PROVIDENCE, RI | CRD 124636 |
| EXTRACT ADVISORS → | RIA / FO | $914M | CALABASAS, CA | CRD 285535 |
| ROSEMEYER MANAGEMENT GROUP → | RIA / FO | $914M | PLATTEVILLE, WI | CRD 310363 |
| CHRISTOPHER & CO., LLC → | RIA / FO | $914M | AUSTIN, TX | CRD 325504 |
| MCMILLAN OFFICE, INC. → | RIA / FO | $914M | ST. CLAIR SHORES, MI | CRD 157836 |
| PARTNERS IN FINANCIAL PLANNING, LLC → | RIA / FO | $914M | SALEM, VA | CRD 151980 |
| RFE MANAGEMENT CORPORATION → | RIA / FO | $913M | WESTPORT, CT | CRD 160360 |
| BRAEMONT CAPITAL → | RIA / FO | $913M | DALLAS, TX | CRD 314704 |
| SYSTEM 2 ADVISORS, L.P. → | RIA / FO | $913M | SUMMIT, NJ | CRD 164189 |
| BRIAUD FINANCIAL ADVISORS → | RIA / FO | $913M | COLLEGE STATION, TX | CRD 105638 |
| BEVERLY HILLS PRIVATE WEALTH, LLC → | RIA / FO | $912M | BEVERLY HILLS, CA | CRD 321132 |
| GUARDIAN FINANCIAL PARTNERS, LLC → | RIA / FO | $912M | ORANGE, CA | CRD 287652 |
| SG TRADING SOLUTIONS, LLC → | RIA / FO | $912M | BOUNTIFUL, UT | CRD 322928 |
| BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC → | RIA / FO | $912M | NEW YORK, NY | CRD 312797 |
| PEAK WEALTH SOLUTIONS → | RIA / FO | $912M | PEPPER PIKE, OH | CRD 127391 |
| TRUBEE WEALTH ADVISORS, INC. → | RIA / FO | $911M | BUFFALO, NY | CRD 3618 |
| NESTEGGS, INC. → | RIA / FO | $911M | JACKSONVILLE, FL | CRD 133507 |
| MOON CAPITAL MANAGEMENT LP → | RIA / FO | $911M | NEW YORK, NY | CRD 156460 |
| CLARIS ADVISORS, LLC → | RIA / FO | $911M | ST. LOUIS, MO | CRD 117734 |
| TIEMPO CAPITAL PARTNERS → | RIA / FO | $911M | MIAMI, FL | CRD 329367 |
| SYVERSON STREGE → | RIA / FO | $911M | WEST DES MOINES, IA | CRD 109228 |
| CONSTITUTION CAPITAL PM, L. P. → | RIA / FO | $911M | ANDOVER, MA | CRD 319678 |
| TAYLOR DERRICK CAPITAL, L.L.C. → | RIA / FO | $911M | SALT LAKE CITY, UT | CRD 158016 |
| BROOKMONT CAPITAL MANAGEMENT → | RIA / FO | $910M | DALLAS, TX | CRD 145475 |
| FCA PARTNERS, LLC → | RIA / FO | $910M | CHARLOTTE, NC | CRD 322393 |
| STRATEGIC PLANNING GROUP → | RIA / FO | $910M | BOUNTIFUL, UT | CRD 113844 |
| CULLEN INVESTMENT GROUP → | RIA / FO | $910M | LAFAYETTE, LA | CRD 18266 |
| CLAYTON WEALTH PARTNERS → | RIA / FO | $910M | TOPEKA, KS | CRD 105898 |
| COVENANT WEALTH ADVISORS → | RIA / FO | $910M | RICHMOND, VA | CRD 155221 |
| DEAN INVESTMENTS → | RIA / FO | $909M | BEAVERCREEK, OH | CRD 104635 |
| GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES → | RIA / FO | $909M | ARLINGTON, TX | CRD 112248 |
| ESTANCIA CAPITAL MANAGEMENT, LLC → | RIA / FO | $908M | SCOTTSDALE, AZ | CRD 166478 |
| DARWIN VENTURES, LLC → | RIA / FO | $908M | SANDPOINT, ID | CRD 157665 |
| FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC → | RIA / FO | $908M | NEW YORK, NY | CRD 300359 |
| ALLEY COMPANY → | RIA / FO | $907M | LAKE FOREST, IL | CRD 317544 |
| DME ADVISORS, LP → | RIA / FO | $907M | NEW YORK, NY | CRD 157074 |
| CRANBROOK WEALTH MANAGEMENT, LLC → | RIA / FO | $907M | BLOOMFIELD HILLS, MI | CRD 132058 |
| ROUND ROCK ADVISORS LLC → | RIA / FO | $907M | WILTON, CT | CRD 286007 |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. → | RIA / FO | $906M | CEDAR RAPIDS, IA | CRD 13609 |
| RIVERPOINT WEALTH MANAGEMENT → | RIA / FO | $906M | CHICAGO, IL | CRD 168346 |
| HABROK CAPITAL MANAGEMENT LLP → | RIA / FO | $906M | LONDON | CRD 157014 |
| SOUTH STREET ADVISORS, LLC → | RIA / FO | $906M | NEW YORK, NY | CRD 112326 |
| FIRST AFFIRMATIVE FINANCIAL NETWORK LLC → | RIA / FO | $905M | COLORADO SPRINGS, CO | CRD 109036 |
| RICHARD P. SLAUGHTER ASSOCIATES, INC. → | RIA / FO | $905M | AUSTIN, TX | CRD 109080 |
| NAVIMED CAPITAL ADVISORS, LLC → | RIA / FO | $905M | ROSSLYN, VA | CRD 169508 |
| SHANNON RIVER FUND MANAGEMENT, LLC → | RIA / FO | $905M | NEW YORK, NY | CRD 161538 |
| HOLOWESKO PARTNERS LTD. → | RIA / FO | $904M | NASSAU | CRD 155703 |
| CONVERGENCE FINANCIAL → | RIA / FO | $904M | COLUMBIA, MO | CRD 304146 |
| SATOR GROVE MANAGEMENT COMPANY, LLC → | RIA / FO | $904M | – | CRD 318780 |