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 6001–6100 (page 61 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FORTIS GROUP ADVISORS LLC → | RIA / FO | $822M | WESTWOOD, NJ | CRD 290427 |
| OPES WEALTH MANAGEMENT, LLC → | RIA / FO | $822M | MENLO PARK, CA | CRD 299704 |
| GRATUS WEALTH ADVISORS LLC → | RIA / FO | $822M | VIRGINIA BEACH, VA | CRD 328641 |
| FLC CAPITAL ADVISORS → | RIA / FO | $822M | PALM DESERT, CA | CRD 111822 |
| CONSERVATION RESOURCE PARTNERS, LLC → | RIA / FO | $822M | EXETER, NH | CRD 160706 |
| ALTA FOX CAPITAL MANAGEMENT, LLC → | RIA / FO | $821M | FORT WORTH, TX | CRD 295816 |
| PALATINE FUND ADVISORS, LLC → | RIA / FO | $821M | MIAMI, FL | CRD 168077 |
| MYDA ADVISORS LLC → | RIA / FO | $821M | WOODMERE, NY | CRD 168658 |
| NEW HARBOR FINANCIAL GROUP, LLC → | RIA / FO | $821M | WORCESTER, MA | CRD 155528 |
| J.P. MARVEL WEALTH MANAGEMENT, INC. → | RIA / FO | $821M | BOSTON, MA | CRD 144364 |
| SEGRA CAPITAL MANAGEMENT, LLC → | RIA / FO | $821M | PALM BEACH, FL | CRD 167306 |
| ALBITZ/MILOE AND ASSOCIATES, INC. → | RIA / FO | $821M | TORRANCE, CA | CRD 104777 |
| LNC PARTNERS → | RIA / FO | $820M | ARLINGTON, VA | CRD 319581 |
| TELEIOS CAPITAL PARTNERS LLC → | RIA / FO | $820M | ZUG | CRD 282532 |
| VALICENTI ADVISORY SERVICES INC → | RIA / FO | $820M | ELMIRA, NY | CRD 110669 |
| PREMIER FINANCIAL GROUP INC → | RIA / FO | $820M | EUREKA, CA | CRD 107314 |
| FSA WEALTH PARTNERS → | RIA / FO | $820M | ROCKVILLE, MD | CRD 104513 |
| ADVISORS MANAGEMENT GROUP INC → | RIA / FO | $820M | LA CROSSE, WI | CRD 113020 |
| ABEL HALL, LLC → | RIA / FO | $819M | BATON ROUGE, LA | CRD 302076 |
| ELYXIUM WEALTH LLC → | RIA / FO | $819M | BEVERLY HILLS, CA | CRD 328603 |
| CCMP GROWTH, LP → | RIA / FO | $819M | NEW YORK, NY | CRD 322926 |
| GREYROCK CAPITAL GROUP → | RIA / FO | $818M | CHICAGO, IL | CRD 156816 |
| CLEAR BROOK ADVISORS, INC. → | RIA / FO | $818M | BOSTON, MA | CRD 132045 |
| A. N. CULBERTSON & COMPANY, INC. → | RIA / FO | $818M | CHARLOTTESVILLE, VA | CRD 108341 |
| SSA WEALTH ADVISORS → | RIA / FO | $817M | ZURICH | CRD 161357 |
| MANNA TREE PARTNERS, LLC → | RIA / FO | $816M | DENVER, CO | CRD 299654 |
| QUADRA GESTAO DE RECURSOS S.A. → | RIA / FO | $816M | SAO PAULO | CRD 324520 |
| RIVER ASSOCIATES INVESTMENTS, L.P. → | RIA / FO | $815M | CHATTANOOGA, TN | CRD 295692 |
| SHULMAN DEMEO ASSET MANAGEMENT, LLC → | RIA / FO | $815M | LAKE SUCCESS, NY | CRD 142897 |
| FORUM CAPITAL ADVISORS LLC → | RIA / FO | $815M | DENVER, CO | CRD 297582 |
| SHORELINE EQUITY PARTNERS, LLC → | RIA / FO | $815M | NEPTUNE BEACH, FL | CRD 301128 |
| LORNE STEINBERG WEALTH MANAGEMENT INC. → | RIA / FO | $814M | MONTREAL, QUEBEC | CRD 290262 |
| ELDRIDGE INVESTMENT ADVISORS INC → | RIA / FO | $814M | MANCHESTER, NH | CRD 106380 |
| CLARITAS CAPITAL → | RIA / FO | $814M | NASHVILLE, TN | CRD 329689 |
| CMH WEALTH MANAGEMENT, LLC → | RIA / FO | $813M | PORTSMOUTH, NH | CRD 150138 |
| KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. → | RIA / FO | $813M | HIGHLANDS RANCH, CO | CRD 298353 |
| DIVISAR CAPITAL MANAGEMENT, LLC → | RIA / FO | $813M | SAN FRANCISCO, CA | CRD 149091 |
| SUNFLOWER WEALTH ADVISORS LLC → | RIA / FO | $813M | SALINA, KS | CRD 269963 |
| ASSETBUILDER, INC. → | RIA / FO | $813M | ALLEN, TX | CRD 142665 |
| PROSPERITAS FINANCIAL, LLC → | RIA / FO | $812M | VALENCIA, CA | CRD 315768 |
| INTEGRIS WEALTH MANAGEMENT, LLC → | RIA / FO | $812M | MONTEREY, CA | CRD 111336 |
| FRANKLIN, PARLAPIANO, TURNER & WELCH LLC → | RIA / FO | $811M | HOUSTON, TX | CRD 114465 |
| SPEYSIDE EQUITY ADVISERS LLC → | RIA / FO | $811M | ANN ARBOR, MI | CRD 325765 |
| HORIZON TECHNOLOGY FINANCE → | RIA / FO | $811M | FARMINGTON, CT | CRD 153052 |
| NELSON CAPITAL MANAGEMENT, LLC → | RIA / FO | $811M | MENLO PARK, CA | CRD 129776 |
| INVESTMENT MANAGEMENT ASSOCIATES → | RIA / FO | $810M | GREENWOOD VILLAGE, CO | CRD 110900 |
| NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. → | RIA / FO | $810M | SAO PAULO | CRD 332351 |
| THE ADVOCATE GROUP, LLC → | RIA / FO | $810M | MINNETONKA, MN | CRD 155270 |
| THE ADVISORY GROUP OF SAN FRANCISCO, LLC → | RIA / FO | $810M | SAN FRANCISCO, CA | CRD 108110 |
| ZANETTI FINANCIAL, LLC → | RIA / FO | $809M | ALBUQUERQUE, NM | CRD 282089 |
| TANGLEWOOD LEGACY ADVISORS, LLC → | RIA / FO | $809M | HOUSTON, TX | CRD 127289 |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP → | RIA / FO | $809M | PORTLAND, OR | CRD 313103 |
| POLEN CAPITAL CLO MANAGEMENT, LLC → | RIA / FO | $808M | WALTHAM, MA | CRD 330470 |
| SUNBURST FINANCIAL GROUP, LLC → | RIA / FO | $808M | VESTAVIA HILLS, AL | CRD 283605 |
| RMWC → | RIA / FO | $807M | NEW YORK, NY | CRD 147359 |
| PROVENTUS AG → | RIA / FO | $807M | ZURICH | CRD 167142 |
| CAPITAL INNOVATIONS, LLC → | RIA / FO | $807M | WAUKESHA, WI | CRD 145329 |
| ANDBANC ADVISORY LLC → | RIA / FO | $806M | MIAMI, FL | CRD 150463 |
| MAYFAIR ADVISORY GROUP, LLC → | RIA / FO | $806M | BIRMINGHAM, AL | CRD 304668 |
| DROMS STRAUSS WEALTH MANAGEMENT → | RIA / FO | $806M | ST. LOUIS, MO | CRD 108620 |
| WILLING CAPITAL MANAGEMENT LIMITED → | RIA / FO | $806M | HONG KONG | CRD 310353 |
| FIRESTONE CAPITAL MANAGEMENT INC → | RIA / FO | $806M | SOUTH MIAMI, FL | CRD 106366 |
| NORTHSTAR ASSET MANAGEMENT, INC → | RIA / FO | $806M | BOSTON, MA | CRD 107138 |
| WARBERG ASSET MANAGEMENT LLC → | RIA / FO | $806M | WINNETKA, IL | CRD 164003 |
| CLARUS VENTURES, LLC → | RIA / FO | $806M | CAMBRIDGE, MA | CRD 160980 |
| HENRICKSON NAUTA WEALTH ADVISORS, INC. → | RIA / FO | $805M | BELMONT, MI | CRD 141201 |
| LAKERIDGE WEALTH MANAGEMENT LLC → | RIA / FO | $805M | MENTOR, OH | CRD 314071 |
| OHA PRIVATE CREDIT ADVISORS II, L.P. → | RIA / FO | $805M | NEW YORK, NY | CRD 322289 |
| ASIO CAPITAL LLC → | RIA / FO | $805M | LEXINGTON, KY | CRD 298326 |
| STRATHMORE CAPITAL ADVISORS → | RIA / FO | $805M | CHARLOTTE, NC | CRD 135008 |
| COPPER HARBOR INVESTMENT ADVISORS, LLC → | RIA / FO | $805M | APPLETON, WI | CRD 169978 |
| ROOF EIDAM MAYCOCK PERALTA LLC → | RIA / FO | $805M | SAN FRANCISCO, CA | CRD 106696 |
| MASTERS CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $805M | ATLANTA, GA | CRD 137605 |
| FELICITAS GLOBAL PARTNERS, LLC → | RIA / FO | $804M | PASADENA, CA | CRD 292411 |
| TEMPO WEALTH → | RIA / FO | $804M | INDEPENDENCE, OH | CRD 336316 |
| CURRAN WEALTH MANAGEMENT → | RIA / FO | $804M | ALBANY, NY | CRD 132136 |
| NOKOMIS CAPITAL, L.L.C. → | RIA / FO | $804M | DALLAS, TX | CRD 145627 |
| GREAT DIAMOND PARTNERS, LLC → | RIA / FO | $804M | PORTLAND, ME | CRD 299598 |
| HOXTON WEALTH → | RIA / FO | $804M | JERSEY CITY, NJ | CRD 307387 |
| BARNEGAT FUND MANAGEMENT INC. → | RIA / FO | $803M | HOBOKEN, NJ | CRD 158347 |
| EAGLECLAW CAPITAL MANAGEMENT LLC → | RIA / FO | $803M | BOSTON, MA | CRD 134045 |
| NET RETURN ASSET MANAGEMENT LLC → | RIA / FO | $803M | NEW YORK, NY | CRD 159895 |
| FRANCIS FINANCIAL → | RIA / FO | $803M | NEW YORK, NY | CRD 128067 |
| MOSS, LUSE & WOMBLE, LLC → | RIA / FO | $803M | PLANO, TX | CRD 152841 |
| CLEAR TRAIL ADVISORS, LLC → | RIA / FO | $803M | HOUSTON, TX | CRD 337595 |
| ELSEWHERE PARTNERS, LLC → | RIA / FO | $803M | AUSTIN, TX | CRD 293959 |
| OPALEYE MANAGEMENT INC. → | RIA / FO | $803M | BOSTON, MA | CRD 124513 |
| HUNTERS MOON CAPITAL LLP → | RIA / FO | $803M | LONDON | CRD 334813 |
| POETIC GROUP LLC → | RIA / FO | $803M | HACKENSACK, NJ | CRD 293886 |
| THE L. WARNER COMPANIES, INC → | RIA / FO | $802M | TIMONIUM, MD | CRD 108001 |
| SOLSTEIN CAPITAL, LLC → | RIA / FO | $802M | MENLO PARK, CA | CRD 157888 |
| KAIN CAPITAL → | RIA / FO | $802M | NEW YORK, NY | CRD 315669 |
| COMPASS GROUP EQUITY PARTNERS → | RIA / FO | $801M | ST. LOUIS, MO | CRD 317244 |
| PSI ADVISORS, LLC → | RIA / FO | $801M | TAMPA, FL | CRD 285880 |
| FINTECH COLLECTIVE MANAGEMENT LLC → | RIA / FO | $801M | NEW YORK, NY | CRD 288031 |
| KUHN ADVISORS, INC. → | RIA / FO | $801M | DURHAM, NC | CRD 117816 |
| SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. → | RIA / FO | $801M | NICHOLASVILLE, KY | CRD 125147 |
| COMPTON WEALTH ADVISORY GROUP, LLC → | RIA / FO | $800M | VIRGINIA BEACH, VA | CRD 281732 |
| LAFFER TENGLER INVESTMENTS, INC. → | RIA / FO | $800M | NASHVILLE, TN | CRD 108068 |
| CREEKMUR ASSET MANAGEMENT, LLC → | RIA / FO | $800M | MORTON, IL | CRD 306903 |