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 6101–6200 (page 62 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FINANCIAL FOCUS LLC → | RIA / FO | $800M | CARLSBAD, CA | CRD 282177 |
| VERACITY CAPITAL LLC → | RIA / FO | $800M | ATLANTA, GA | CRD 304272 |
| HARRIS PRESTON & PARTNERS, LLC → | RIA / FO | $799M | AUSTIN, TX | CRD 160068 |
| RELEVANT WEALTH ADVISORS, LLC → | RIA / FO | $799M | MILL VALLEY, CA | CRD 1489 |
| ICR PARTNERS → | RIA / FO | $799M | NASHVILLLE, TN | CRD 304689 |
| CAROLINA WEALTH MANAGEMENT, INC. → | RIA / FO | $798M | GREENVILLE, NC | CRD 131393 |
| QUANTUM CAPITAL ADVISORS, LLC → | RIA / FO | $798M | – | CRD 162826 |
| MCNAMARA FINANCIAL SERVICES, INC. → | RIA / FO | $798M | MARSHFIELD, MA | CRD 154311 |
| PROFFITT & GOODSON INC. → | RIA / FO | $798M | KNOXVILLE, TN | CRD 105278 |
| CLARITI WEALTH ADVISORS → | RIA / FO | $798M | WILMINGTON, DE | CRD 104804 |
| FOLGER NOLAN FLEMING DOUGLAS INCORPORATED → | RIA / FO | $797M | WASHINGTON, DC | CRD 319 |
| PARISI GRAY WEALTH MANAGEMENT, LLC → | RIA / FO | $796M | MENDHAM, NJ | CRD 286388 |
| WESTWIND CAPITAL → | RIA / FO | $796M | LAS CRUCES, NM | CRD 106802 |
| 337 FRONTIER CAPITAL, LP → | RIA / FO | $795M | NEW YORK, NY | CRD 284266 |
| BRADY MARTZ WEALTH SOLUTIONS, LLC → | RIA / FO | $795M | GRAND FORKS, ND | CRD 331043 |
| MCRAE CAPITAL MANAGEMENT INC. → | RIA / FO | $795M | MORRISTOWN, NJ | CRD 104567 |
| Q3 ASSET MANAGEMENT CORPORATION → | RIA / FO | $795M | BIRMINGHAM, MI | CRD 137839 |
| HURLOW WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $794M | BLOOMINGTON, IN | CRD 282587 |
| BHK INVESTMENT ADVISORS → | RIA / FO | $794M | BIRMINGHAM, AL | CRD 140515 |
| FORTRESS WEALTH PLANNING → | RIA / FO | $794M | PONTE VEDRA BEACH, FL | CRD 307618 |
| FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC → | RIA / FO | $794M | MENLO PARK, CA | CRD 310407 |
| CLAYTON FINANCIAL GROUP, LLC → | RIA / FO | $794M | ST. LOUIS, MO | CRD 226729 |
| WEALTH MANAGEMENT PARTNERS, LLC → | RIA / FO | $794M | TUCSON, AZ | CRD 309790 |
| ACKERMAN ASSET MANAGEMENT, LLC → | RIA / FO | $794M | – | CRD 137958 |
| SATURN V CAPITAL MANAGEMENT LP → | RIA / FO | $793M | AUSTIN, TX | CRD 316649 |
| CENTRIC WEALTH MANAGEMENT, LLC → | RIA / FO | $793M | CHICAGO, IL | CRD 133877 |
| BEAU MORGAN ADVISORS → | RIA / FO | $793M | – | CRD 336355 |
| MONARCH PLAN ADVISORS → | RIA / FO | $793M | SIMI VALLEY, CA | CRD 286612 |
| CALMWATER CAPITAL → | RIA / FO | $793M | EL SEGUNDO, CA | CRD 282617 |
| KR CAPITAL LP → | RIA / FO | $792M | NEW YORK, NY | CRD 338229 |
| XP ADVISORY US, INC. → | RIA / FO | $792M | MIAMI, FL | CRD 173779 |
| CARSONALLARIA WEALTH MANAGEMENT, LTD. → | RIA / FO | $792M | GLEN CARBON, IL | CRD 157998 |
| MAVERICK REAL ESTATE PARTNERS LLC → | RIA / FO | $792M | NEW YORK, NY | CRD 269825 |
| THE WEALTH COLLABORATIVE, INC. → | RIA / FO | $792M | CORONA DEL MAR, CA | CRD 142618 |
| X-SQUARE CAPITAL → | RIA / FO | $791M | GUAYNABO, PR | CRD 167237 |
| SUNPOINTE INVESTMENTS → | RIA / FO | $791M | ST. LOUIS, MO | CRD 282505 |
| MARATHON CAPITAL MANAGEMENT → | RIA / FO | $790M | HUNT VALLEY, MD | CRD 119416 |
| LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $790M | STAMFORD, CT | CRD 149487 |
| GLOBAL IMC LLC → | RIA / FO | $790M | SOLANA BEACH, CA | CRD 170870 |
| LAPIS ADVISERS, LP → | RIA / FO | $789M | DENVER, CO | CRD 153710 |
| WESTHILL FINANCIAL ADVISORS, INC. → | RIA / FO | $789M | SAN RAFAEL, CA | CRD 152506 |
| HOEY INVESTMENTS, INC. → | RIA / FO | $788M | COATESVILLE, PA | CRD 152103 |
| HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC → | RIA / FO | $788M | CHARLOTTE, NC | CRD 297174 |
| SOFTVEST ADVISORS → | RIA / FO | $788M | ABILENE, TX | CRD 300084 |
| SOUTHERN EQUITY ADVISORS LLC → | RIA / FO | $788M | ST. THOMAS, VI | CRD 330821 |
| MMA ASSET MANAGEMENT LLC → | RIA / FO | $788M | CONSHOHOCKEN, PA | CRD 155426 |
| BELL INVESTMENT ADVISORS INC → | RIA / FO | $788M | ORINDA, CA | CRD 108383 |
| SHORENSTEIN INVESTMENT ADVISERS LLC → | RIA / FO | $788M | SAN FRANCISCO, CA | CRD 328584 |
| NEW WAVE LOANS RESIDENTIAL, LLC → | RIA / FO | $787M | NORTH MIAMI BEACH, FL | CRD 326888 |
| INVESTOR FAN → | RIA / FO | $787M | – | CRD 159301 |
| SYCAMORE FINANCIAL GROUP → | RIA / FO | $787M | KOKOMO, IN | CRD 14143 |
| CORNER CAPITAL MANAGEMENT, LLC → | RIA / FO | $787M | NEW YORK, NY | CRD 317086 |
| PFINGSTEN PARTNERS, L.L.C. → | RIA / FO | $787M | CHICAGO, IL | CRD 156493 |
| EAGLE ROCK INVESTMENT COMPANY, LLC → | RIA / FO | $787M | ATLANTA, GA | CRD 313832 |
| WARBURTON CAPITAL MANAGEMENT, LLC → | RIA / FO | $787M | TULSA, OK | CRD 141969 |
| VESTGEN INVESTMENT MANAGEMENT → | RIA / FO | $787M | EGG HARBOR TWP., NJ | CRD 118851 |
| ENCORE CONSUMER CAPITAL, LP → | RIA / FO | $786M | SAN FRANCISCO, CA | CRD 157228 |
| INCEPTIONR LLC → | RIA / FO | $786M | – | CRD 310565 |
| CRESTA ADVISORS → | RIA / FO | $786M | LAREDO, TX | CRD 169641 |
| ENHANCED CAPITAL PARTNERS, LLC → | RIA / FO | $786M | NEW ORLEANS, LA | CRD 170236 |
| REGENT PEAK WEALTH ADVISORS, LLC → | RIA / FO | $786M | ATLANTA, GA | CRD 298259 |
| CADENT CAPITAL ADVISORS, LLC → | RIA / FO | $786M | TULSA, OK | CRD 169704 |
| INSIGHT ADVISORS, LLC → | RIA / FO | $786M | NEWTOWN, PA | CRD 168057 |
| HELMSTAR WEALTH MANAGEMENT → | RIA / FO | $786M | BOISE, ID | CRD 145074 |
| ENHALUS CAPITAL, LP → | RIA / FO | $786M | NEW YORK, NY | CRD 313321 |
| COASTLANDS CAPITAL LP → | RIA / FO | $785M | SAN FRANCISCO, CA | CRD 335329 |
| PIN OAK INVESTMENT ADVISORS INC → | RIA / FO | $785M | HOUSTON, TX | CRD 105550 |
| JVL WEALTH STRATEGIES → | RIA / FO | $784M | WYOMING, MI | CRD 124018 |
| FLAGSTAR ADVISORS, INC. → | RIA / FO | $784M | NEW YORK, NY | CRD 104233 |
| BELLWETHER WEALTH → | RIA / FO | $784M | LINCOLN, NE | CRD 300012 |
| CENTURION WEALTH MANAGEMENT → | RIA / FO | $784M | MCLEAN, VA | CRD 317929 |
| SYSTELLIGENCE, LLC → | RIA / FO | $784M | BLOOMINGTON, MN | CRD 283582 |
| AUGUSTINE ASSET MANAGEMENT INC → | RIA / FO | $783M | JACKSONVILLE, FL | CRD 105801 |
| HARFST AND ASSOCIATES, INC. → | RIA / FO | $783M | SHERIDAN, WY | CRD 145090 |
| OLD PORT ADVISORS → | RIA / FO | $783M | PORTLAND, ME | CRD 108228 |
| DELTEC ASSET MANAGEMENT LLC → | RIA / FO | $783M | NEW YORK, NY | CRD 104068 |
| SINGER WEALTH ADVISORS LLC → | RIA / FO | $782M | BOCA RATON, FL | CRD 317218 |
| AMERANT INVESTMENTS, INC. → | RIA / FO | $782M | CORAL GABLES, FL | CRD 117284 |
| CLARITY CAPITAL KCPS LTD → | RIA / FO | $782M | RAMAT-GAN | CRD 160662 |
| HUNTLEIGH ADVISORS, INC. → | RIA / FO | $782M | ST. LOUIS, MO | CRD 113412 |
| WHELAN FINANCIAL → | RIA / FO | $782M | FRESNO, CA | CRD 107227 |
| DAHRING | CUSMANO AND ASSOCIATES → | RIA / FO | $781M | NOVI, MI | CRD 301236 |
| WEST MICHIGAN ADVISORS → | RIA / FO | $781M | HOLLAND, MI | CRD 312073 |
| SIERRA CREST INVESTMENT MANAGEMENT LLC → | RIA / FO | $781M | NEW YORK, NY | CRD 300069 |
| FACTOR WEALTH MANAGEMENT → | RIA / FO | $781M | CHICAGO, IL | CRD 104708 |
| NEW VERNON WEALTH MANAGEMENT LLC → | RIA / FO | $781M | HIGHLAND PARK, IL | CRD 164775 |
| WATER ASSET MANAGEMENT, LLC → | RIA / FO | $781M | NEW YORK, NY | CRD 151508 |
| SIERRA SUMMIT ADVISORS LLC → | RIA / FO | $781M | – | CRD 328151 |
| PORTFOLIO MEDICS, LLC → | RIA / FO | $780M | BONITA SPRINGS, FL | CRD 145958 |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC → | RIA / FO | $780M | SAN DIEGO, CA | CRD 286567 |
| DSG CAPITAL ADVISORS, LLC → | RIA / FO | $780M | EDINA, MN | CRD 332056 |
| PRINCETON FUND ADVISORS, LLC → | RIA / FO | $780M | DENVER, CO | CRD 157821 |
| FAROPOINT VENTURES, LLC → | RIA / FO | $780M | HOBOKEN, NJ | CRD 321107 |
| LIPE & DALTON INVESTMENT COUNSEL → | RIA / FO | $780M | SYRACUSE, NY | CRD 132737 |
| SAFANAD INC. → | RIA / FO | $780M | NEW YORK, NY | CRD 170969 |
| WISDOM FINANCIAL SERVICES, L.L.C. → | RIA / FO | $779M | GENESEO, IL | CRD 127385 |
| ARTIA GLOBAL PARTNERS LP → | RIA / FO | $779M | MIAMI, FL | CRD 322091 |
| RAMSAY STATTMAN VELA & PRICE INC → | RIA / FO | $779M | COLORADO SPRINGS, CO | CRD 105156 |
| M3F, INC. → | RIA / FO | $778M | SALT LAKE CITY, UT | CRD 151191 |
| LEGACY PARTNERS, LLC → | RIA / FO | $778M | LOS ANGELES, CA | CRD 159473 |