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 5801–5900 (page 59 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SEYMOUR ASSET MANAGEMENT LLC → | RIA / FO | $878M | NEW YORK, NY | CRD 291768 |
| NOESIS CAPITAL MANAGEMENT CORP → | RIA / FO | $877M | BOCA RATON, FL | CRD 110819 |
| MONTZ HARCUS WEALTH MANAGEMENT → | RIA / FO | $876M | NEW ORLEANS, LA | CRD 301963 |
| TRUE GREEN CAPITAL MANAGEMENT LLC → | RIA / FO | $876M | WESTPORT, CT | CRD 277052 |
| ICON ADVISERS, INC. → | RIA / FO | $876M | GREENWOOD VILLAGE, CO | CRD 108268 |
| CGC FINANCIAL SERVICES → | RIA / FO | $876M | LAKE OSWEGO, OR | CRD 155446 |
| GREEN CITIES INVESTMENT MANAGEMENT, LLC → | RIA / FO | $875M | PORTLAND, OR | CRD 166263 |
| RUNNING OAK CAPITAL LLC → | RIA / FO | $875M | EDINA, MN | CRD 286656 |
| BITKRAFT VENTURES MANAGEMENT, LLC → | RIA / FO | $874M | – | CRD 305847 |
| PASCAL INVESTMENT ADVISERS SA → | RIA / FO | $874M | NYON | CRD 338038 |
| LEISURE CAPITAL MANAGEMENT, INC. → | RIA / FO | $874M | COSTA MESA, CA | CRD 120374 |
| SANDGLASS CAPITAL ADVISORS LLC → | RIA / FO | $874M | NEW YORK, NY | CRD 299418 |
| GEARHART & ASSOCIATES → | RIA / FO | $873M | CINCINNATI, OH | CRD 321832 |
| INTEGRITY GROWTH PARTNERS, L.P. → | RIA / FO | $873M | LOS ANGELES, CA | CRD 307975 |
| AFFINITY WEALTH MANAGEMENT LLC → | RIA / FO | $873M | WILMINGTON, DE | CRD 290735 |
| MARQUETTE WEALTH MANAGEMENT → | RIA / FO | $872M | MINNEAPOLIS, MN | CRD 282482 |
| ALPHA CAPITAL MANAGEMENT → | RIA / FO | $871M | AUSTIN, TX | CRD 121703 |
| MARLIN MANAGER, LLC → | RIA / FO | $871M | SAINT PETERSBURG, FL | CRD 310768 |
| OAK GROVE CAPITAL, LLC → | RIA / FO | $871M | – | CRD 165465 |
| SECURE ASSET MANAGEMENT, L.L.C. → | RIA / FO | $871M | TROY, MI | CRD 144046 |
| PRAIRIE CAPITAL → | RIA / FO | $870M | CHICAGO, IL | CRD 155566 |
| ATLAS CAPITAL MANAGEMENT CORP → | RIA / FO | $870M | FT WAYNE, IN | CRD 106107 |
| PINE VALLEY CAPITAL PARTNERS LLC → | RIA / FO | $870M | AUSTIN, TX | CRD 330556 |
| REDW WEALTH LLC → | RIA / FO | $869M | ALBUQUERQUE, NM | CRD 109446 |
| CANOPY PARTNERS → | RIA / FO | $869M | CINCINNATI, OH | CRD 324812 |
| BRIDGEWEALTH ADVISORY GROUP, LLC → | RIA / FO | $869M | FRESNO, CA | CRD 293514 |
| BG INVESTMENT SERVICES, LLC → | RIA / FO | $868M | HAGATNA | CRD 281716 |
| ASPEN RENEWABLE INVESTMENTS, L.L.C. → | RIA / FO | $868M | NEW YORK, NY | CRD 334812 |
| CIRCLE ADVISERS INC → | RIA / FO | $868M | NEW YORK, NY | CRD 110818 |
| INTEGRITY FINANCIAL CORPORATION → | RIA / FO | $868M | JACKSON, WY | CRD 137125 |
| PARK CAPITAL MANAGEMENT, LLC → | RIA / FO | $868M | MADISON, WI | CRD 158965 |
| HIGHLINE WEALTH PARTNERS → | RIA / FO | $868M | SHERMAN OAKS, CA | CRD 284712 |
| TMB CAPITAL PARTNERS, LLC → | RIA / FO | $868M | LITTLE ROCK, AR | CRD 335750 |
| VANTAGE FINANCIAL GROUP, INC. → | RIA / FO | $867M | CLEVELAND, OH | CRD 105950 |
| LONG ARC CAPITAL LP → | RIA / FO | $867M | NEW YORK, NY | CRD 290245 |
| STORGE → | RIA / FO | $867M | CORAL GABLES, FL | CRD 305395 |
| TSG ADVICE PARTNERS, LLC → | RIA / FO | $867M | COLUMBUS, OH | CRD 305999 |
| WELLFULL → | RIA / FO | $866M | HARLEYSVILLE, PA | CRD 288705 |
| CANTON HATHAWAY LLC → | RIA / FO | $866M | PROVIDENCE, RI | CRD 297527 |
| XA INVESTMENTS → | RIA / FO | $866M | CHICAGO, IL | CRD 284005 |
| HAMPSHIRE FAMILY OFFICE → | RIA / FO | $866M | – | CRD 323432 |
| CHARGER INVESTMENT PARTNERS LP → | RIA / FO | $865M | EL SEGUNDO, CA | CRD 307191 |
| CARSON ADVISORY GROUP → | RIA / FO | $865M | ATHENS, GA | CRD 117410 |
| TREO ASSET MANAGEMENT, LLC → | RIA / FO | $865M | NEW YORK, NY | CRD 164982 |
| BACKCAST PARTNERS MANAGEMENT LLC → | RIA / FO | $864M | NEW YORK, NY | CRD 291785 |
| MOODY ALDRICH PARTNERS, LLC → | RIA / FO | $864M | MARBLEHEAD, MA | CRD 106920 |
| I80 GROUP LP → | RIA / FO | $864M | NEW YORK, NY | CRD 304848 |
| GREENROCK RESEARCH, INC. → | RIA / FO | $864M | CHICAGO, IL | CRD 131825 |
| LLOYD CAPITAL LLC → | RIA / FO | $863M | KILCHBERG | CRD 158668 |
| CARTESIAN CAPITAL GROUP → | RIA / FO | $863M | NEW YORK, NY | CRD 159370 |
| ATIVO CAPITAL MANAGEMENT, LLC → | RIA / FO | $863M | CHICAGO, IL | CRD 125303 |
| LEVEL FINANCIAL ADVISORS, INC. → | RIA / FO | $863M | EAST AMHERST, NY | CRD 110641 |
| GILL CAPITAL PARTNERS → | RIA / FO | $862M | DENVER, CO | CRD 14559 |
| GSG ADVISORS LLC → | RIA / FO | $862M | MOUNT LAUREL, NJ | CRD 131511 |
| MCMILL CPA AND ADVISORS → | RIA / FO | $862M | NORFOLK, NE | CRD 129015 |
| FRONT STREET CAPITAL MANAGEMENT, INC. → | RIA / FO | $862M | MISSOULA, MT | CRD 141974 |
| THE HIGH NET WORTH ADVISORY GROUP, LLC → | RIA / FO | $862M | NAPLES, FL | CRD 309997 |
| MERIDIAN INVESTMENT ADVISORS → | RIA / FO | $862M | LITTLE ROCK, AR | CRD 110216 |
| HALLE CAPITAL MANAGEMENT LP → | RIA / FO | $862M | NEW YORK, NY | CRD 307156 |
| ELITE WEALTH MANAGEMENT, INC. → | RIA / FO | $861M | KIRKLAND, WA | CRD 132122 |
| KEYSTONE PRIVATE WEALTH → | RIA / FO | $861M | PALM DESERT, CA | CRD 301924 |
| EAGLE'S VIEW CAPITAL MANAGEMENT LLC → | RIA / FO | $860M | NEW YORK, NY | CRD 160494 |
| INVESCO PRIVATE CAPITAL, INC. → | RIA / FO | $860M | NEW YORK, NY | CRD 107584 |
| 1CONFIRMATION → | RIA / FO | $860M | INCLINE VILLAGE, NV | CRD 295180 |
| ATLAS PRIVATE WEALTH ADVISORS → | RIA / FO | $860M | RED BANK, NJ | CRD 283744 |
| WEALTHCARE INVESTMENT PARTNERS LLC → | RIA / FO | $860M | PORTSMOUTH, RI | CRD 296475 |
| PROBITY ADVISORS, INC. → | RIA / FO | $859M | DALLAS, TX | CRD 121849 |
| CANNAE PORTFOLIO ADVISORS, LLC → | RIA / FO | $859M | STAMFORD, CT | CRD 310606 |
| J.H. WHITNEY CAPITAL PARTNERS, LLC → | RIA / FO | $859M | NEW CANAAN, CT | CRD 160547 |
| SENGU CAPITAL LIMITED → | RIA / FO | $859M | HONG KONG | CRD 333451 |
| PINNEY & SCOFIELD, INC. → | RIA / FO | $859M | CAMBRIDGE, MA | CRD 105365 |
| BRIDGEINVEST LLC → | RIA / FO | $859M | MIAMI, FL | CRD 307343 |
| CAMBIENT FAMILY OFFICE, LLC → | RIA / FO | $858M | ADA, MI | CRD 335128 |
| ALLIANCE CONSUMER GROWTH, LLC → | RIA / FO | $858M | NEW YORK, NY | CRD 163639 |
| VIRGO INVESTMENT GROUP LLC → | RIA / FO | $857M | BURLINGAME, CA | CRD 157297 |
| SADDLE POINT MANAGEMENT, L.P. → | RIA / FO | $857M | NEW YORK, NY | CRD 329856 |
| DELTA INVESTMENT MANAGEMENT, LLC → | RIA / FO | $857M | SAN FRANCISCO, CA | CRD 149596 |
| GREY ROCK MANAGEMENT PARTNERS IV, LLC → | RIA / FO | $857M | DALLAS, TX | CRD 317664 |
| BLUME CAPITAL MANAGEMENT, INC. → | RIA / FO | $857M | BERKELEY, CA | CRD 111768 |
| AROSA CAPITAL MANAGEMENT LP → | RIA / FO | $857M | MIAMI BEACH, FL | CRD 169851 |
| GFO ASSET MANAGEMENT, LLC → | RIA / FO | $856M | MIAMI BEACH, FL | CRD 311874 |
| CPMG, INC. → | RIA / FO | $856M | DALLAS, TX | CRD 131417 |
| POLITAN CAPITAL MANAGEMENT → | RIA / FO | $856M | – | CRD 316047 |
| RADNOR CAPITAL MANAGEMENT, LLC → | RIA / FO | $855M | WAYNE, PA | CRD 159559 |
| ROSSBY FINANCIAL, LLC → | RIA / FO | $855M | MELBOURNE, FL | CRD 324631 |
| ESTUARY CAPITAL MANAGEMENT LP → | RIA / FO | $854M | WAYZATA, MN | CRD 323379 |
| GT INVESTMENT PARTNERS, LP → | RIA / FO | $853M | IRVINE, CA | CRD 315867 |
| BIRCHWOOD FINANCIAL PARTNERS, INC. → | RIA / FO | $853M | BLOOMINGTON, MN | CRD 169962 |
| LEELYN SMITH, LLC → | RIA / FO | $852M | GENEVA, IL | CRD 110517 |
| SMITH THORNTON ADVISORS, LLC → | RIA / FO | $852M | HUNTSVILLE, AL | CRD 312537 |
| OLYMPUS CAPITAL HOLDINGS ASIA LLC → | RIA / FO | $852M | MOUNT KISCO, NY | CRD 157522 |
| PJS INVESTMENT MANAGEMENT → | RIA / FO | $852M | CEDARBURG, WI | CRD 104701 |
| APEIRON → | RIA / FO | $852M | DALLAS, TX | CRD 289273 |
| WARNER FINANCIAL, INC → | RIA / FO | $852M | BETHESDA, MD | CRD 135303 |
| HARBOR ADVISORS → | RIA / FO | $852M | WEST PALM BEACH, FL | CRD 312432 |
| HH CAPITAL MANAGEMENT, INC. → | RIA / FO | $851M | HERMOSA BEACH, CA | CRD 310147 |
| AFFINITY CAPITAL ADVISORS LLC → | RIA / FO | $851M | BERKELEY, CA | CRD 166226 |
| AZTLAN EQUITY MANAGEMENT, LLC → | RIA / FO | $851M | MCLEAN, VA | CRD 286360 |
| CHANNEL WEALTH, LLC → | RIA / FO | $851M | SANTA BARBARA, CA | CRD 323461 |
| WHITAKER-MYERS WEALTH MANAGERS, LTD. → | RIA / FO | $851M | MANSFIELD, OH | CRD 286093 |