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 5901–6000 (page 60 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NS MANAGEMENT LTD → | RIA / FO | $850M | DEVONSHIRE, DEVONSHIRE | CRD 297781 |
| AETNA ASSET ADVISORS, LLC → | RIA / FO | $850M | HARTFORD, CT | CRD 161282 |
| LIBERTY CAPITAL MANAGEMENT INC → | RIA / FO | $849M | BIRMINGHAM, MI | CRD 106063 |
| PRIME QUADRANT → | RIA / FO | $849M | TORONTO | CRD 322068 |
| AVENIR CORPORATION → | RIA / FO | $849M | ALEXANDRIA, VA | CRD 110545 |
| SILVERLAKE WEALTH MANAGEMENT LLC → | RIA / FO | $849M | WILLISTON, VT | CRD 165525 |
| BASON ASSET MANAGEMENT → | RIA / FO | $849M | LAKEWOOD, CO | CRD 165450 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC. → | RIA / FO | $849M | HUNTINGDON VALLEY, PA | CRD 107648 |
| NBC CAPITAL ADVISORS → | RIA / FO | $847M | BEAVERTON, OR | CRD 306483 |
| MITCHELL CAPITAL MANAGEMENT CO → | RIA / FO | $847M | LEAWOOD, KS | CRD 106338 |
| SENECA FINANCIAL ADVISORS LLC → | RIA / FO | $847M | ROCHESTER, NY | CRD 152824 |
| RIVERGLADE CAPITAL → | RIA / FO | $847M | CHICAGO, IL | CRD 290557 |
| BARON WEALTH MANAGEMENT, LLC → | RIA / FO | $847M | TROY, MI | CRD 153117 |
| BARRY INVESTMENT ADVISORS, LLC → | RIA / FO | $847M | NEW BEDFORD, MA | CRD 144955 |
| OAKWORTH ASSET MANAGEMENT, LLC → | RIA / FO | $846M | BIRMINGHAM, AL | CRD 335388 |
| FALCONPOINT CAPITAL PARTNERS LLC → | RIA / FO | $845M | NEW YORK, NY | CRD 327260 |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC → | RIA / FO | $845M | BELLEVUE, WA | CRD 310106 |
| LINCOLN CAPITAL, LLC → | RIA / FO | $845M | LINCOLN, NE | CRD 168307 |
| LIGHTHOUSE WEALTH STRATEGIES, LLC → | RIA / FO | $844M | GIG HARBOR, WA | CRD 299334 |
| AMERICAN MONEY MANAGEMENT, LLC → | RIA / FO | $844M | RANCHO SANTA FE, CA | CRD 115357 |
| PERSPECTIVE WEALTH PARTNERS, LLC → | RIA / FO | $844M | BOISE, ID | CRD 140330 |
| CLAREMONT CAPITAL MANAGEMENT, LLC → | RIA / FO | $844M | PHOENIX, AZ | CRD 155189 |
| CKC CAPITAL LLC → | RIA / FO | $844M | NEW YORK, NY | CRD 168967 |
| FIRST LIGHT RETIREMENT, LLC → | RIA / FO | $844M | DEL MAR, CA | CRD 314509 |
| ROSEMAWR MANAGEMENT LLC → | RIA / FO | $844M | MIAMI BEACH, FL | CRD 148984 |
| INLIGHT WEALTH → | RIA / FO | $843M | ATLANTA, GA | CRD 289908 |
| BRIDGE NET LEASE FUND MANAGER LLC → | RIA / FO | $843M | SANDY, UT | CRD 316623 |
| LOOMIS CAPITAL MANAGEMENT → | RIA / FO | $842M | – | CRD 333000 |
| PURKISS CAPITAL ADVISORS, LLC → | RIA / FO | $842M | – | CRD 124324 |
| FAI CAPITAL MANAGEMENT → | RIA / FO | $842M | TAMPA, FL | CRD 147025 |
| AUA PRIVATE EQUITY PARTNERS, LLC → | RIA / FO | $842M | WEST PALM BEACH, FL | CRD 170597 |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $842M | TUNKHANNOCK, PA | CRD 139410 |
| AKKADIAN VENTURES, INC. → | RIA / FO | $841M | SAN FRANCISCO, CA | CRD 171036 |
| GUGGENHEIM INVESTMENT ADVISORS, LLC → | RIA / FO | $841M | NEW YORK, NY | CRD 108263 |
| EAGLE MERCHANT PARTNERS → | RIA / FO | $841M | ATLANTA, GA | CRD 285104 |
| HPE CAPITAL MANAGEMENT II, LLC → | RIA / FO | $840M | CINCINNATI, OH | CRD 283607 |
| COINBASE ASSET MANAGEMENT, LLC → | RIA / FO | $840M | STAMFORD, CT | CRD 322174 |
| CHICORY WEALTH → | RIA / FO | $840M | – | CRD 290887 |
| TFB ADVISORS, LLC → | RIA / FO | $840M | OVERLAND PARK, KS | CRD 321870 |
| ADAMS ASSET ADVISORS LLC → | RIA / FO | $839M | DALLAS, TX | CRD 120573 |
| OPENVIEW ADVISORS, LLC → | RIA / FO | $839M | BOSTON, MA | CRD 316766 |
| CONCISE CAPITAL MANAGEMENT, L.P. → | RIA / FO | $839M | MIAMI, FL | CRD 145778 |
| NET WORTH ADVISORY GROUP, LLC → | RIA / FO | $838M | SANDY, UT | CRD 126983 |
| ACANSA INVESTMENT MANAGEMENT GROUP, LLC → | RIA / FO | $838M | TYSONS CORNER, VA | CRD 313457 |
| TWIN CAPITAL MANAGEMENT INC → | RIA / FO | $838M | MCMURRAY, PA | CRD 104748 |
| BFI INFINITY LTD. → | RIA / FO | $838M | ZURICH | CRD 158420 |
| TORREYANA CAPITAL → | RIA / FO | $837M | LA JOLLA, CA | CRD 329075 |
| PINION WEALTH MANAGEMENT, LLC → | RIA / FO | $837M | WICHITA, KS | CRD 114556 |
| MARKET STREET WEALTH MANAGEMENT → | RIA / FO | $837M | WEST CHESTER, PA | CRD 155157 |
| REDWOOD WEALTH MANAGEMENT, LLC → | RIA / FO | $837M | SANTA MONICA, CA | CRD 173916 |
| FREEGULLIVER, LLC → | RIA / FO | $837M | NEW ORLEANS, LA | CRD 117040 |
| EMERGING CAPITAL PARTNERS → | RIA / FO | $837M | WASHINGTON, DC | CRD 337282 |
| PEDDOCK CAPITAL ADVISORS, LLC → | RIA / FO | $836M | BRAINTREE, MA | CRD 148216 |
| RIVERPARK ADVISORS, LLC → | RIA / FO | $836M | NEW YORK, NY | CRD 150646 |
| FINANCIAL SENSE ADVISORS, INC. → | RIA / FO | $836M | SAN DIEGO, CA | CRD 111090 |
| SETPOINT CAPITAL → | RIA / FO | $835M | NEW YORK, NY | CRD 328702 |
| NOVACAP MANAGEMENT FINANCIAL SERVICES INC. → | RIA / FO | $835M | BROSSARD, QUEBEC | CRD 327205 |
| IRONARC MANAGEMENT, LLC → | RIA / FO | $834M | AUSTIN, TX | CRD 336462 |
| STRATEGIC WEALTH MANAGEMENT GROUP → | RIA / FO | $833M | NEW YORK, NY | CRD 125882 |
| FDX ADVISORS, INC. → | RIA / FO | $833M | CHICAGO, IL | CRD 104601 |
| PRIVATE WEALTH MANAGEMENT, INC. → | RIA / FO | $832M | MEMPHIS, TN | CRD 120823 |
| AMERICAN TRIPLE I, LLC → | RIA / FO | $832M | NEW YORK, NY | CRD 318463 |
| CLIMATE INVESTMENT → | RIA / FO | $831M | HOUSTON, TX | CRD 323024 |
| LYNCH & ASSOCIATES → | RIA / FO | $831M | NEWBURGH, IN | CRD 108326 |
| ZIONS CAPITAL ADVISORS, INC. → | RIA / FO | $831M | SALT LAKE CITY, UT | CRD 131308 |
| SMITHBRIDGE ASSET MANAGEMENT, INC. → | RIA / FO | $831M | CHADDS FORD, PA | CRD 106261 |
| DENALI GROWTH PARTNERS → | RIA / FO | $831M | BOSTON, MA | CRD 312887 |
| ONE FIN CAPITAL MANAGEMENT LP → | RIA / FO | $831M | SAN FRANCISCO, CA | CRD 283490 |
| THAMES CAPITAL MANAGEMENT, LLC → | RIA / FO | $831M | ROSELAND, NJ | CRD 288755 |
| STRATEGIC INVESTMENT SOLUTIONS, INC. → | RIA / FO | $830M | ORLAND PARK, IL | CRD 143128 |
| BLACK BAY PARTNERS, LLC → | RIA / FO | $830M | NEW ORLEANS, LA | CRD 284945 |
| NEW HERITAGE CAPITAL, LLC → | RIA / FO | $830M | BOSTON, MA | CRD 160083 |
| KFA PRIVATE WEALTH GROUP, LLC → | RIA / FO | $830M | TYSON, VA | CRD 281678 |
| NORTH BERKELEY WEALTH MANAGEMENT, LLC → | RIA / FO | $830M | BERKELEY, CA | CRD 136431 |
| PETERSON WEALTH ADVISORS, LLC → | RIA / FO | $830M | OREM, UT | CRD 146349 |
| GRANITE GROUP ADVISORS, LLC → | RIA / FO | $830M | STAMFORD, CT | CRD 127357 |
| FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC → | RIA / FO | $829M | NEW YORK, NY | CRD 285836 |
| MASON & ASSOCIATES, INC. → | RIA / FO | $829M | LOS ANGELES, CA | CRD 141303 |
| GLOBAL FINANCIAL PRIVATE CLIENT → | RIA / FO | $828M | SARASOTA, FL | CRD 290006 |
| CENTERGATE CAPITAL → | RIA / FO | $828M | AUSTIN, TX | CRD 281685 |
| RVK, INC. → | RIA / FO | $828M | PORTLAND, OR | CRD 18005 |
| IMPACT RETIREMENT ADVISORS → | RIA / FO | $828M | – | CRD 330475 |
| WALSH & ASSOCIATES, LLC → | RIA / FO | $828M | SARASOTA, FL | CRD 144441 |
| EDGE WEALTH MANAGEMENT, LLC → | RIA / FO | $827M | NEW YORK, NY | CRD 142380 |
| ARGAND PARTNERS, LP → | RIA / FO | $827M | NEW YORK, NY | CRD 282127 |
| MPS-LORIA FINANCIAL PLANNERS,LLC → | RIA / FO | $827M | BURR RIDGE, IL | CRD 122866 |
| AEQUITAS INVESTMENT ADVISORS, LLC → | RIA / FO | $826M | HINGHAM, MA | CRD 127625 |
| MADDEN ASSET MANAGEMENT → | RIA / FO | $826M | DALLAS, TX | CRD 18389 |
| RITHM CAPITAL ADVISORS LLC → | RIA / FO | $826M | NEW YORK, NY | CRD 334244 |
| KERSHNER, GROSSO & CO. → | RIA / FO | $825M | SARATOGA SPRING, NY | CRD 105696 |
| FOGUTH WEALTH MANAGEMENT, LLC. → | RIA / FO | $825M | BRIGHTON, MI | CRD 327434 |
| TANNIN CAPITAL, LLC → | RIA / FO | $825M | CHARLOTTE, NC | CRD 304238 |
| PLATFORM PARTNERS LLC → | RIA / FO | $825M | HOUSTON, TX | CRD 286532 |
| P2 CAPITAL PARTNERS, LLC → | RIA / FO | $824M | NEW YORK, NY | CRD 159299 |
| WAYPOINT WEALTH COUNSEL LLC → | RIA / FO | $824M | ATLANTA, GA | CRD 171822 |
| HIGHCREST CAPITAL, LLC → | RIA / FO | $824M | FREDERICKSBURG, TX | CRD 291007 |
| REDBLACK ADVISERS, INC. → | RIA / FO | $824M | ORADELL, NJ | CRD 151692 |
| NEXANNUITY ASSET MANAGEMENT, L.P. → | RIA / FO | $823M | DALLAS, TX | CRD 309748 |
| HACK VC MANAGEMENT, LLC → | RIA / FO | $823M | PALO ALTO, CA | CRD 315702 |
| LONGTAIL ALPHA, LLC → | RIA / FO | $822M | NEWPORT BEACH, CA | CRD 282615 |