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 6201–6300 (page 63 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GOALVEST ADVISORY LLC → | RIA / FO | $778M | NEW YORK, NY | CRD 285374 |
| ASTIRA CAPITAL PARTNERS LP → | RIA / FO | $777M | BOSTON, MA | CRD 327034 |
| SNOW PHIPPS GROUP, LLC → | RIA / FO | $777M | NEW YORK, NY | CRD 158024 |
| STORMFIELD CAPITAL, LLC → | RIA / FO | $776M | SOUTHPORT, CT | CRD 285486 |
| MELD FINANCIAL, INC. → | RIA / FO | $776M | BIRMINGHAM, AL | CRD 118896 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC → | RIA / FO | $776M | INDIANAPOLIS, IN | CRD 122212 |
| BCM ADVISORS, LLC → | RIA / FO | $776M | LAFAYETTE, LA | CRD 107946 |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC → | RIA / FO | $775M | WAUKESHA, WI | CRD 158292 |
| GRAFINE CAPITAL HOLDINGS LLC → | RIA / FO | $775M | NEW YORK, NY | CRD 309490 |
| NEWGEN ASSET MANAGEMENT LIMITED → | RIA / FO | $775M | TORONTO, ONTARIO | CRD 163822 |
| STRATEGIC VALUE BANK PARTNERS LLC → | RIA / FO | $774M | CLEVELAND, OH | CRD 282228 |
| EMBASSY ASSET MANAGEMENT LP → | RIA / FO | $774M | SHORT HILLS, NJ | CRD 314768 |
| AMPFIELD MANAGEMENT → | RIA / FO | $774M | NEW YORK, NY | CRD 292722 |
| KLH CAPITAL → | RIA / FO | $774M | TAMPA, FL | CRD 304294 |
| T VENTURES MANAGEMENT CO, LTD. → | RIA / FO | $774M | SYDNEY NSW | CRD 296775 |
| THE LYME TIMBER COMPANY LLC → | RIA / FO | $774M | HANOVER, NH | CRD 171953 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC → | RIA / FO | $774M | GARDEN CITY, NY | CRD 152689 |
| FORTHRIGHT WEALTH MANAGEMENT, LLC → | RIA / FO | $773M | ALPHARETTA, GA | CRD 220515 |
| JB INVESTMENTS MANAGEMENT, LLC → | RIA / FO | $773M | – | CRD 309067 |
| POTENTUM PARTNERS, L.P. → | RIA / FO | $773M | MELBOURNE, VICTORIA | CRD 311282 |
| NORTH POINT PORTFOLIO MANAGERS CORPORATION → | RIA / FO | $773M | ORANGE VILLAGE, OH | CRD 111257 |
| 4612 GROUP, LLC → | RIA / FO | $773M | ATLANTA, GA | CRD 287619 |
| CEDERBERG CAPITAL ASIA LIMITED → | RIA / FO | $773M | TSIM SHA TSUI, KOWLOON | CRD 328093 |
| CEDERBERG CAPITAL LIMITED → | RIA / FO | $773M | LONDON | CRD 297836 |
| BRUTON CHISNELL ADVISORS, LLC → | RIA / FO | $772M | DOWNINGTOWN, PA | CRD 293192 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC → | RIA / FO | $772M | CHICAGO, IL | CRD 285034 |
| MTM FINANCIAL GROUP, LLC → | RIA / FO | $772M | BETHLEHEM, PA | CRD 147221 |
| SEABRIDGE INVESTMENT ADVISORS LLC → | RIA / FO | $771M | SUMMIT, NJ | CRD 108681 |
| DRUCKER WEALTH → | RIA / FO | $771M | – | CRD 328909 |
| STANDPOINT ASSET MANAGEMENT, LLC → | RIA / FO | $771M | SCOTTSDALE, AZ | CRD 305155 |
| BLUE ZONE WEALTH ADVISORS, LLC → | RIA / FO | $770M | LOS ANGELES, CA | CRD 305943 |
| PROFESSIONAL FINANCIAL ADVISORS, LLC → | RIA / FO | $770M | NORTH PLATTE, NE | CRD 173719 |
| RETIREMENT FUND MANAGEMENT → | RIA / FO | $770M | ATLANTA, GA | CRD 126573 |
| PERMANENT CAPITAL MANAGEMENT, LP → | RIA / FO | $769M | CHICAGO, IL | CRD 328318 |
| HOURGLASS CAPITAL, LLC → | RIA / FO | $769M | HOUSTON, TX | CRD 147754 |
| GRANT STREET ASSET MANAGEMENT INC → | RIA / FO | $769M | CANONSBURG, PA | CRD 106980 |
| HENNION & WALSH ASSET MANAGEMENT, INC. → | RIA / FO | $769M | PARSIPPANY, NJ | CRD 126236 |
| ADK WEALTH ADVISORY GROUP → | RIA / FO | $768M | ST. LOUIS, MO | CRD 175085 |
| WILSEY ASSET MANAGEMENT INCORPORATED → | RIA / FO | $768M | SAN DIEGO, CA | CRD 130482 |
| LODGE HILL CAPITAL, LLC → | RIA / FO | $768M | NEW YORK, NY | CRD 165973 |
| SHAH CAPITAL MANAGEMENT → | RIA / FO | $768M | RALEIGH, NC | CRD 133941 |
| URBAN FUND MANAGEMENT, LLC → | RIA / FO | $768M | PLANO, TX | CRD 167491 |
| COMMUNITY US FUND MANAGEMENT, INC. → | RIA / FO | $768M | – | CRD 313802 |
| COMPASS ADVISORS → | RIA / FO | $767M | MELVILLE, NY | CRD 288256 |
| ACME → | RIA / FO | $767M | SAN FRANCISCO, CA | CRD 168736 |
| BENCHMARK PLUS MANAGEMENT → | RIA / FO | $767M | GIG HARBOR, WA | CRD 127471 |
| FLOWSTONE PARTNERS, LLC → | RIA / FO | $767M | – | CRD 301768 |
| IRONWOOD CAPITAL ADVISORS LLC → | RIA / FO | $766M | AVON, CT | CRD 321642 |
| BENCHMARK FINANCIAL WEALTH ADVISORS LLC → | RIA / FO | $766M | BOCA RATON, FL | CRD 287966 |
| WISDOMTREE DIGITAL MANAGEMENT, INC. → | RIA / FO | $766M | NEW YORK, NY | CRD 322139 |
| BLUE EDGE CAPITAL, LLC → | RIA / FO | $765M | RICHMOND, VA | CRD 155613 |
| ORANGE INVESTMENT ADVISORS, LLC → | RIA / FO | $765M | WINTER PARK, FL | CRD 289406 |
| MOLDENHAUER & ASSOCIATES → | RIA / FO | $765M | ORCHARD PARK, NY | CRD 337303 |
| INVESTMENT PERFORMANCE SERVICES LLC → | RIA / FO | $764M | SAVANNAH, GA | CRD 105527 |
| LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC → | RIA / FO | $764M | NEW YORK, NY | CRD 120109 |
| STONECASTLE ADVISORS, LLC → | RIA / FO | $763M | NEW YORK, NY | CRD 132495 |
| TREMONT REALTY CAPITAL LLC → | RIA / FO | $763M | NEWTON, MA | CRD 283569 |
| JEPPSON WEALTH MANAGEMENT, LLC → | RIA / FO | $763M | MANHATTAN BEACH, CA | CRD 305552 |
| PERENNIAL → | RIA / FO | $762M | NEW YORK, NY | CRD 168859 |
| SUMMIT WEALTH GROUP LLC → | RIA / FO | $762M | EXETER, NH | CRD 282205 |
| FSA INVESTMENT GROUP, LLC → | RIA / FO | $762M | PENSACOLA, FL | CRD 163641 |
| OCEAN ENDOWMENT PARTNERS, LLC → | RIA / FO | $761M | – | CRD 154518 |
| STEMPOINT CAPITAL LP → | RIA / FO | $761M | NEW YORK, NY | CRD 324248 |
| STERLING FINANCIAL PLANNING INC → | RIA / FO | $761M | SPARTA, NJ | CRD 108664 |
| AMERICAN WEALTH MANAGEMENT → | RIA / FO | $761M | RENO, NV | CRD 122205 |
| SFG WEALTH MANAGEMENT → | RIA / FO | $760M | TOWSON, MD | CRD 285785 |
| CYPRIUM PARTNERS → | RIA / FO | $760M | CLEVELAND, OH | CRD 160746 |
| INDEPENDENT FAMILY OFFICE, LLC → | RIA / FO | $760M | ALBANY, NY | CRD 144811 |
| SAN LUIS WEALTH ADVISORS → | RIA / FO | $760M | SAN LUIS OBISPO, CA | CRD 309506 |
| SCIENCAST MANAGEMENT LP → | RIA / FO | $760M | PRINCETON, NJ | CRD 271030 |
| HUGHES FINANCIAL SERVICES, LLC → | RIA / FO | $760M | HERNDON, VA | CRD 173195 |
| INVEX ADVISORS LLC → | RIA / FO | $759M | CORAL GABLES, FL | CRD 164519 |
| STRONG TOWER ADVISORY SERVICES → | RIA / FO | $759M | MINNEAPOLIS, MN | CRD 315106 |
| US AGRICULTURE → | RIA / FO | $759M | CARMEL, IN | CRD 282576 |
| PROVIDENT WEALTH MANAGEMENT, LLC → | RIA / FO | $759M | BRENTWOOD, TN | CRD 130417 |
| HARVEST INVESTMENT SERVICES, LLC → | RIA / FO | $758M | OAKBROOK TERRACE, IL | CRD 159390 |
| PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION → | RIA / FO | $758M | LAKE OSWEGO, OR | CRD 107777 |
| KLAAS FINANCIAL ASSET ADVISORS, LLC. → | RIA / FO | $758M | LOVES PARK, IL | CRD 121399 |
| SHREWSBURY RIVER CAPITAL LP → | RIA / FO | $758M | RED BANK, NJ | CRD 289785 |
| RIVA RIDGE CAPITAL MANAGEMENT LP → | RIA / FO | $758M | NEW YORK, NY | CRD 137716 |
| SUMMIT STREET CAPITAL MANAGEMENT, LLC → | RIA / FO | $757M | NEW YORK, NY | CRD 160129 |
| PARATUS FINANCIAL, INC. → | RIA / FO | $757M | DALLAS, TX | CRD 133361 |
| PROSTAR CAPITAL (US) LLC → | RIA / FO | $757M | GREENWICH, CT | CRD 166523 |
| MILL HILL CAPITAL LLC → | RIA / FO | $757M | NEW YORK, NY | CRD 269882 |
| HI-LINE CAPITAL MANAGEMENT, LLC → | RIA / FO | $757M | WATERTOWN, SD | CRD 149522 |
| G2 CAPITAL MANAGEMENT, LLC → | RIA / FO | $757M | COLUMBUS, OH | CRD 286521 |
| MOLLER WEALTH PARTNERS → | RIA / FO | $756M | NORTHFIELD, IL | CRD 110493 |
| BLUE FIN CAPITAL, INC. → | RIA / FO | $756M | WARREN, RI | CRD 108451 |
| SAGEGUARD FINANCIAL GROUP, LLC → | RIA / FO | $756M | GOODLETTSVILLE, TN | CRD 160266 |
| LIGHTHOUSE FINANCIAL → | RIA / FO | $756M | SAINT PETERSBURG, FL | CRD 137277 |
| TOTAL CLARITY WEALTH MANAGEMENT, INC → | RIA / FO | $755M | ST. CHARLES, IL | CRD 142728 |
| ALIGHT CAPITAL MANAGEMENT LP → | RIA / FO | $754M | NEW YORK, NY | CRD 174705 |
| AIR ASSET MANAGEMENT → | RIA / FO | $754M | CHICAGO, IL | CRD 288165 |
| MILL ROAD CAPITAL → | RIA / FO | $754M | GREENWICH, CT | CRD 157095 |
| SWEENEY & MICHEL, LLC → | RIA / FO | $753M | CHICO, CA | CRD 282595 |
| NAVPOINT FINANCIAL, INC. → | RIA / FO | $752M | PRIOR LAKE, MN | CRD 109432 |
| BANYAN ALPHA INVESTMENT L.P. → | RIA / FO | $752M | SOUTH SAN FRANCISCO, CA | CRD 311857 |
| BALLAST, INC. → | RIA / FO | $752M | LEXINGTON, KY | CRD 152695 |
| NYMBUS CAPITAL INC. → | RIA / FO | $751M | MONTREAL, QUEBEC | CRD 298214 |
| CASTLEPOINT WEALTH ADVISORS → | RIA / FO | $751M | OKLAHOMA CITY, OK | CRD 205512 |