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 5701–5800 (page 58 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MENGIS CAPITAL MANAGEMENT, INC. → | RIA / FO | $903M | PORTLAND, OR | CRD 117127 |
| FORMIDABLE ASSET MANAGEMENT, LLC → | RIA / FO | $903M | CINCINNATI, OH | CRD 167555 |
| STUDIO INVESTMENT MANAGEMENT → | RIA / FO | $903M | CHICAGO, IL | CRD 158489 |
| DISTRIBUTED GLOBAL MANAGER LP → | RIA / FO | $903M | AUSTIN, TX | CRD 309673 |
| DMKC ADVISORY SERVICES, LLC → | RIA / FO | $903M | DES MOINES, IA | CRD 145112 |
| NAVIS WEALTH ADVISORS LLC → | RIA / FO | $902M | RYE BROOK, NY | CRD 311171 |
| THE FAIRMAN GROUP, LLC → | RIA / FO | $902M | CHESTERBROOK, PA | CRD 121492 |
| NEW VERNON CAPITAL → | RIA / FO | $902M | MORRISTOWN, NJ | CRD 160231 |
| FLAHARTY ASSET MANAGEMENT, LLC → | RIA / FO | $902M | CLEARWATER, FL | CRD 168495 |
| TRIMER CAPITAL MANAGEMENT LP → | RIA / FO | $901M | SAN FRANCISCO, CA | CRD 319428 |
| MARSJEWETT FINANCIAL GROUP → | RIA / FO | $901M | BELLEVUE, WA | CRD 297388 |
| RIATA CAPITAL GROUP, LLC → | RIA / FO | $901M | DALLAS, TX | CRD 289948 |
| BEACON FINANCIAL ADVISORY LLC → | RIA / FO | $901M | CLEVELAND, OH | CRD 174334 |
| GREENUP STREET WEALTH MANAGEMENT LLC → | RIA / FO | $900M | OVERLAND PARK, KS | CRD 311391 |
| FIRST TURN MANAGEMENT, LLC → | RIA / FO | $900M | SOLANA BEACH, CA | CRD 327421 |
| YORKVILLE ADVISORS GLOBAL, LP → | RIA / FO | $900M | MOUNTAINSIDE, NJ | CRD 165390 |
| 93 FINANCIAL GROUP, LLC → | RIA / FO | $900M | WOBURN, MA | CRD 144235 |
| MALABAR INVESTMENTS, LLC → | RIA / FO | $900M | NEW YORK, NY | CRD 168091 |
| AXIOM ASSET MANAGEMENT → | RIA / FO | $900M | WAYNE, PA | CRD 145186 |
| GOLDNER HAWN → | RIA / FO | $899M | MINNEAPOLIS, MN | CRD 299154 |
| NIPPON VALUE INVESTORS → | RIA / FO | $899M | TOKYO | CRD 140500 |
| ASSET MANAGEMENT GROUP, INC. → | RIA / FO | $898M | STAMFORD, CT | CRD 110116 |
| RISKBRIDGE ADVISORS, LLC → | RIA / FO | $898M | NORWALK, CT | CRD 310396 |
| BLOCKCHANGE MANAGEMENT LLC → | RIA / FO | $898M | – | CRD 296291 |
| KAIROS → | RIA / FO | $897M | IRVINE, CA | CRD 161321 |
| TRANQUILITY PARTNERS, LLC → | RIA / FO | $897M | BRENTWOOD, TN | CRD 283478 |
| SAWYER FALDUTO ASSET MANAGEMENT, LLC → | RIA / FO | $897M | ELMHURST, IL | CRD 145026 |
| KEY CLIENT FIDUCIARY ADVISORS, LLC → | RIA / FO | $896M | FAIRFIELD, NJ | CRD 298240 |
| CHRISTOPHER WEIL & CO INC → | RIA / FO | $896M | SAN DIEGO, CA | CRD 22090 |
| STONEBRIDGE FINANCIAL GROUP → | RIA / FO | $896M | SAN RAFAEL, CA | CRD 340200 |
| MAYTECH GLOBAL INVESTMENTS → | RIA / FO | $895M | NEW YORK, NY | CRD 285985 |
| KELMAN LAZAROV INC → | RIA / FO | $895M | MEMPHIS, TN | CRD 107727 |
| MAKROD INVESTMENT ASSOCIATES INC → | RIA / FO | $894M | VERONA, NJ | CRD 110325 |
| BCG SECURITIES, INC. → | RIA / FO | $894M | CHERRY HILL, NJ | CRD 70 |
| TELEO CAPITAL MANAGEMENT LLC → | RIA / FO | $894M | BOISE, ID | CRD 307203 |
| ATLANTIC PRIVATE WEALTH, LLC → | RIA / FO | $894M | CHAPEL HILL, NC | CRD 311517 |
| ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. → | RIA / FO | $894M | SINGAPORE | CRD 324043 |
| COMPASS FINANCIAL MANAGEMENT LLC → | RIA / FO | $894M | TAMPA, FL | CRD 156345 |
| VANCE WEALTH → | RIA / FO | $894M | SANTA CLARITA, CA | CRD 310162 |
| THE MILLSTONE EVANS GROUP, LLC → | RIA / FO | $893M | BOULDER, CO | CRD 311142 |
| ACORN CAPITAL MANAGEMENT → | RIA / FO | $893M | OKLAHOMA CITY, OK | CRD 164499 |
| MOERUS CAPITAL MANAGEMENT LLC → | RIA / FO | $893M | NEW YORK, NY | CRD 282399 |
| JLB & ASSOCIATES INC → | RIA / FO | $893M | PLYMOUTH, MI | CRD 104655 |
| WESBANCO INVESTMENT DEPARTMENT → | RIA / FO | $893M | WHEELING, WV | CRD 111907 |
| AUTOPILOT → | RIA / FO | $892M | NEW YORK, NY | CRD 331749 |
| REA WEALTH MANAGEMENT → | RIA / FO | $892M | NEW PHILADELPHIA, OH | CRD 108913 |
| ONEPRIME CAPITAL → | RIA / FO | $892M | PALO ALTO, CA | CRD 299697 |
| GEC ADVISORS LLC → | RIA / FO | $892M | HOUSTON, TX | CRD 161472 |
| HEADINVEST → | RIA / FO | $892M | PORTLAND, ME | CRD 140518 |
| SWISSPARTNERS ADVISORS → | RIA / FO | $892M | ZURICH | CRD 148721 |
| PACT → | RIA / FO | $892M | NEW YORK, NY | CRD 333871 |
| OPTIMA ASSET MANAGEMENT LLC → | RIA / FO | $892M | NEW YORK, NY | CRD 299826 |
| SOUTHLAND EQUITY PARTNERS, LLC. → | RIA / FO | $891M | – | CRD 154481 |
| COMMERCE STREET INVESTMENT MANAGEMENT → | RIA / FO | $891M | DALLAS, TX | CRD 144278 |
| LWO LLC → | RIA / FO | $891M | DALLAS, TX | CRD 282281 |
| BLUESCAPE ENERGY PARTNERS LLC → | RIA / FO | $890M | DALLAS, TX | CRD 283812 |
| THOMAS J. HERZFELD ADVISORS, INC. → | RIA / FO | $890M | MIAMI BEACH, FL | CRD 108369 |
| TRAN CAPITAL MANAGEMENT, L.P. → | RIA / FO | $890M | SAN RAFAEL, CA | CRD 107049 |
| GRANDVIEW PROPERTY PARTNERS, LLC → | RIA / FO | $890M | GREENWICH, CT | CRD 299814 |
| J.P. KING ADVISORS, INC. → | RIA / FO | $890M | WALNUT CREEK, CA | CRD 112109 |
| 3CHOPT INVESTMENT PARTNERS LLC → | RIA / FO | $889M | RICHMOND, VA | CRD 319125 |
| CORRECT CAPITAL WEALTH MANAGEMENT, LLC → | RIA / FO | $889M | CLAYTON, MO | CRD 298774 |
| GO INVEST LLC → | RIA / FO | $889M | WEST JORDAN, UT | CRD 291884 |
| ERGUZ, LLC → | RIA / FO | $889M | THE WOODLANDS, TX | CRD 168009 |
| WESTSIDE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $889M | SANTA MONICA, CA | CRD 154522 |
| DUPREE & COMPANY, INC. → | RIA / FO | $888M | LEXINGTON, KY | CRD 1697 |
| MARTIN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $888M | PALM BEACH GARDENS, FL | CRD 105381 |
| BIN YUAN CAPITAL LIMITED → | RIA / FO | $888M | HONG KONG | CRD 170109 |
| REMY INVESTORS & CONSULTANTS, LLC → | RIA / FO | $888M | LOS ANGELES, CA | CRD 326958 |
| BERNICKE WEALTH MANAGEMENT → | RIA / FO | $887M | ALTOONA, WI | CRD 335431 |
| ATIKA CAPITAL MANAGEMENT, LLC → | RIA / FO | $887M | NEW YORK, NY | CRD 167227 |
| CORINTHIA GLOBAL MANAGEMENT → | RIA / FO | $887M | NEW YORK, NY | CRD 332982 |
| STRATA WEALTH ADVISORS, LLC → | RIA / FO | $886M | DALLAS, TX | CRD 285973 |
| INSIGHT EQUITY MANAGEMENT COMPANY LLC → | RIA / FO | $886M | SOUTHLAKE, TX | CRD 157092 |
| COVINGTON INVESTMENT ADVISORS, INC. → | RIA / FO | $886M | LIGONIER, PA | CRD 127270 |
| CFM WEALTH PARTNERS LLC → | RIA / FO | $886M | AUSTIN, TX | CRD 305135 |
| ROBERT HARRELL, INCORPORATED → | RIA / FO | $885M | AUSTIN, TX | CRD 106191 |
| NEW WORLD ADVISORS LLC → | RIA / FO | $885M | HINGHAM, MA | CRD 296798 |
| UNITED CAPITAL MANAGEMENT OF KANSAS, INC. → | RIA / FO | $885M | SALINA, KS | CRD 157755 |
| BOW STREET LLC → | RIA / FO | $885M | NEW YORK, NY | CRD 158043 |
| PILGRIM GLOBAL ADVISORS LLC → | RIA / FO | $884M | RENO, NV | CRD 323259 |
| ARROW CAPITAL PTY LTD → | RIA / FO | $884M | SYDNEY NSW | CRD 317731 |
| BASEPOINT WEALTH, LLC → | RIA / FO | $884M | CEDAR RAPIDS, IA | CRD 289538 |
| LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. → | RIA / FO | $884M | HAUPPAUGE, NY | CRD 167243 |
| SAGE RHINO CAPITAL LLC → | RIA / FO | $884M | MENLO PARK, CA | CRD 290148 |
| CASTELLAN → | RIA / FO | $882M | LOUISVILLE, KY | CRD 299363 |
| INTELLIGENCE DRIVEN ADVISERS, LLC → | RIA / FO | $882M | CARLSBAD, CA | CRD 299589 |
| OPTAS, LLC → | RIA / FO | $882M | DRIPPING SPRINGS, TX | CRD 299965 |
| ALL STAR FINANCIAL → | RIA / FO | $882M | MINNEAPOLIS, MN | CRD 323765 |
| XYPN INVEST → | RIA / FO | $882M | BOZEMAN, MT | CRD 285967 |
| FREEDOM ADVISORY → | RIA / FO | $881M | GUAYNABO, PR | CRD 147546 |
| ROSCOMMON ANALYTICS LLC → | RIA / FO | $881M | HOUSTON, TX | CRD 332346 |
| LYONROSS CAPITAL MANAGEMENT, LLC → | RIA / FO | $881M | WHITE PLAINS, NY | CRD 156637 |
| SPUR CAPITAL PARTNERS → | RIA / FO | $880M | BARTLESVILLE, OK | CRD 115959 |
| BAYSHORE CAPITAL → | RIA / FO | $879M | TAMPA, FL | CRD 110209 |
| PARK PLACE CAPITAL CORPORATION → | RIA / FO | $879M | HOMEWOOD, AL | CRD 107952 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC → | RIA / FO | $879M | NEW YORK, NY | CRD 169820 |
| ALONGSIDE, LLC → | RIA / FO | $879M | AUSTIN, TX | CRD 333587 |
| CHATHAM CAPITAL GROUP INC → | RIA / FO | $878M | SAVANNAH, GA | CRD 106174 |
| MILESTONE INVESTMENT ADVISORS, LLC → | RIA / FO | $878M | MIDDLETON, WI | CRD 168429 |