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 6301–6400 (page 64 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GATOR CAPITAL MANAGEMENT, LLC → | RIA / FO | $751M | TAMPA, FL | CRD 147067 |
| EWA, LLC → | RIA / FO | $751M | PITTSBURGH, PA | CRD 308977 |
| ENTREPRENEUR FIRST INVESTMENT MANAGER LLP → | RIA / FO | $751M | LONDON | CRD 300402 |
| TILSON FINANCIAL GROUP INC → | RIA / FO | $751M | NEW PROVIDENCE, NJ | CRD 110890 |
| STEVENS FOSTER FINANCIAL ADVISORS → | RIA / FO | $750M | BLOOMINGTON, MN | CRD 115752 |
| HOPWOOD FINANCIAL SERVICES, INC. → | RIA / FO | $750M | RESTON, VA | CRD 127927 |
| TORRAY INVESTMENT PARTNERS LLC → | RIA / FO | $750M | BETHESDA, MD | CRD 105818 |
| CAPITALIA (SUISSE) → | RIA / FO | $750M | GENEVA | CRD 164222 |
| VERDE CAPITAL MANAGEMENT, INC. → | RIA / FO | $750M | CLARKSTON, MI | CRD 147179 |
| ROCKLINE WEALTH MANAGEMENT LLC → | RIA / FO | $750M | ISLIP TERRACE, NY | CRD 324004 |
| WESTWOOD WEALTH MANAGEMENT → | RIA / FO | $750M | DALLAS, TX | CRD 132162 |
| SBJ CAPITAL → | RIA / FO | $749M | WALNUT CREEK, CA | CRD 293841 |
| CURRAN FINANCIAL PARTNERS, LLC → | RIA / FO | $749M | DANIEL ISLAND, SC | CRD 281943 |
| SOUTHERNSUN ASSET MANAGEMENT LLC → | RIA / FO | $749M | MEMPHIS, TN | CRD 154572 |
| QTR FAMILY WEALTH, LLC → | RIA / FO | $749M | LAKE MARY, FL | CRD 331655 |
| CYTIUM INVESTMENT MANAGEMENT, LLC → | RIA / FO | $749M | NEW YORK, NY | CRD 327890 |
| FLAGSHIP WEALTH ADVISORS, LLC. → | RIA / FO | $749M | WAKEFIELD, MA | CRD 131962 |
| LNK PARTNERS, LLC → | RIA / FO | $749M | WHITE PLAINS, NY | CRD 157725 |
| CURAFIN ADVISORS → | RIA / FO | $748M | PHOENIX, AZ | CRD 329091 |
| SFE INVESTMENT COUNSEL INC. → | RIA / FO | $748M | LOS ANGELES, CA | CRD 145530 |
| PORTER WHITE INVESTMENT ADVISORS, INC. → | RIA / FO | $748M | BIRMINGHAM, AL | CRD 110876 |
| WALLER FINANCIAL PLANNING GROUP, INC. → | RIA / FO | $748M | COLUMBUS, OH | CRD 159564 |
| FIDUCIARY FAMILY OFFICE, LLC → | RIA / FO | $748M | BOCA RATON, FL | CRD 326990 |
| PACIFICA CAPITAL INVESTMENTS → | RIA / FO | $748M | – | CRD 125790 |
| AUTUMN GLORY PARTNERS, LLC → | RIA / FO | $748M | DALLAS, TX | CRD 288250 |
| FOW PARTNERS, LP → | RIA / FO | $747M | PORTLAND, ME | CRD 329051 |
| PAX FINANCIAL GROUP → | RIA / FO | $747M | SAN ANTONIO, TX | CRD 284164 |
| DUDLEY & SHANLEY, INC. → | RIA / FO | $747M | PALM BEACH, FL | CRD 157515 |
| FINANCIAL INSIGHTS WEALTH MANAGEMENT → | RIA / FO | $747M | TACOMA, WA | CRD 108797 |
| CRCM L.P. → | RIA / FO | $747M | SAN FRANCISCO, CA | CRD 160976 |
| DISCIPLINE WEALTH SOLUTIONS, INC. → | RIA / FO | $747M | GREENVILLE, SC | CRD 315846 |
| SKYLANDS CAPITAL, LLC → | RIA / FO | $747M | MILWAUKEE, WI | CRD 131183 |
| TILLMAN HARTLEY LLC → | RIA / FO | $746M | DENVER, CO | CRD 109479 |
| DERBY LANE → | RIA / FO | $746M | NEW YORK, NY | CRD 334739 |
| SUMMIT INVESTMENT ADVISORY SERVICES → | RIA / FO | $746M | ROSEVILLE, MN | CRD 168594 |
| RUNNING POINT CAPITAL ADVISORS LLC → | RIA / FO | $746M | EL SEGUNDO, CA | CRD 306275 |
| SEAMOUNT FINANCIAL GROUP INC → | RIA / FO | $745M | COLORADO SPRINGS, CO | CRD 107834 |
| BEACON GLOBAL ADVISOR NETWORK, LLC → | RIA / FO | $745M | ATLANTA, GA | CRD 288833 |
| CAMPBELL DEEGAN FINANCIAL → | RIA / FO | $745M | RICHMOND, VA | CRD 293020 |
| FIREBIRD MANAGEMENT → | RIA / FO | $745M | NEW YORK, NY | CRD 136559 |
| PINEY LAKE CAPITAL MANAGEMENT LP → | RIA / FO | $745M | GREENWICH, CT | CRD 290404 |
| TREMBLANT CAPITAL GROUP → | RIA / FO | $745M | WEST PALM BEACH, FL | CRD 138743 |
| CUREWELL CAPITAL MANAGEMENT, LLC → | RIA / FO | $744M | LOS ANGELES, CA | CRD 318142 |
| CARR FINANCIAL GROUP → | RIA / FO | $744M | WORCESTER, MA | CRD 317321 |
| OLD FARM PARTNERS LP → | RIA / FO | $744M | NEW YORK, NY | CRD 283573 |
| AEGIS WEALTH → | RIA / FO | $744M | BETHESDA, MD | CRD 134429 |
| JOHN E. SESTINA AND COMPANY → | RIA / FO | $744M | COLUMBUS, OH | CRD 108634 |
| OFS CLO MANAGEMENT, LLC → | RIA / FO | $744M | CHICAGO, IL | CRD 288373 |
| KENDALL CAPITAL MANAGEMENT → | RIA / FO | $744M | ROCKVILLE, MD | CRD 134740 |
| ELEMENT WEALTH, LLC → | RIA / FO | $744M | RIDGELAND, MS | CRD 114968 |
| INTERCHANGE CAPITAL PARTNERS → | RIA / FO | $744M | PITTSBURGH, PA | CRD 309314 |
| SCIENS WATER → | RIA / FO | $743M | NEW YORK, NY | CRD 299986 |
| QUAD PARTNERS LLC → | RIA / FO | $743M | NEW YORK, NY | CRD 160097 |
| WAYSTONE ASSET MANAGEMENT (USA) LLC → | RIA / FO | $743M | CHICAGO, IL | CRD 315393 |
| SENSIBLE MONEY, LLC → | RIA / FO | $743M | SCOTTSDALE, AZ | CRD 158641 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC → | RIA / FO | $742M | PITTSBURGH, PA | CRD 121484 |
| IFC CORE INVESTMENT MANAGEMENT LLC → | RIA / FO | $742M | RALEIGH, NC | CRD 302090 |
| GRADIENT CAPITAL ADVISORS, LLC → | RIA / FO | $742M | SAN DIEGO, CA | CRD 168912 |
| ALLEGHENY INVESTMENTS → | RIA / FO | $742M | PITTSBURGH, PA | CRD 7597 |
| KARMA CAPITAL ADVISORS PVT LTD. → | RIA / FO | $742M | MUMBAI, MAHARASHTRA | CRD 335212 |
| MISSION CREEK CAPITAL PARTNERS, INC. → | RIA / FO | $742M | SAN FRANCISCO, CA | CRD 151514 |
| STRIDE CONSUMER → | RIA / FO | $740M | BOSTON, MA | CRD 311501 |
| AUGUST GROUP → | RIA / FO | $740M | TORONTO | CRD 311499 |
| BAYSHORE WEALTH ADVISORS → | RIA / FO | $740M | CORAL GABLES, FL | CRD 144191 |
| NICHOLAS WEALTH MANAGEMENT → | RIA / FO | $740M | MARIETTA, GA | CRD 282635 |
| PARAGON CAPITAL MANAGEMENT LLC → | RIA / FO | $740M | OVERLAND PARK, KS | CRD 108168 |
| STONEBRIDGE FINANCIAL GROUP → | RIA / FO | $739M | GRAND RAPIDS, MI | CRD 166251 |
| AM INVESTMENT STRATEGIES, LLC → | RIA / FO | $738M | CHATTANOOGA, TN | CRD 165823 |
| BAIRD CAPITAL MANAGEMENT COMPANY, LLC → | RIA / FO | $738M | MILWAUKEE, WI | CRD 323309 |
| FINANCIAL DIRECTIONS LLC → | RIA / FO | $738M | TUCSON, AZ | CRD 108475 |
| GENERATE CAPITAL ADVISORS, PB LLC → | RIA / FO | $737M | SAN FRANCISCO, CA | CRD 318680 |
| BAROMETER CAPITAL MANAGEMENT → | RIA / FO | $737M | TORONTO, ONTARIO | CRD 156409 |
| CROSSPLANE CAPITAL MANAGEMENT, LP → | RIA / FO | $736M | DALLAS, TX | CRD 300646 |
| THOMIST CAPITAL MANAGEMENT, LP → | RIA / FO | $736M | HOUSTON, TX | CRD 299815 |
| VALSTONE PARTNERS VI → | RIA / FO | $736M | BIRMINGHAM, MI | CRD 300629 |
| THE MARSHALL FINANCIAL GROUP LLC → | RIA / FO | $736M | HUNT VALLEY, MD | CRD 146362 |
| CARLSON INVESTMENTS → | RIA / FO | $736M | CONCORD, NH | CRD 105729 |
| SHOREBRIDGE CAPITAL MANAGEMENT, LLC → | RIA / FO | $735M | SUMMIT, NJ | CRD 290660 |
| FRACTAL INVESTMENTS LLC → | RIA / FO | $735M | – | CRD 311767 |
| HUNTERS MOON CAPITAL (US) LP → | RIA / FO | $734M | NEW YORK, NY | CRD 339386 |
| ALPHA CAPITAL MANAGEMENT GROUP LLC → | RIA / FO | $734M | DENVER, CO | CRD 283624 |
| KKM FINANCIAL LLC → | RIA / FO | $734M | CHICAGO, IL | CRD 165136 |
| GIRARD PENSION SERVICES, LLC → | RIA / FO | $734M | ALLENTOWN, PA | CRD 117901 |
| CL WEALTH MANAGEMENT LLC → | RIA / FO | $734M | SCHAUMBURG, IL | CRD 134922 |
| ALLIUM FINANCIAL ADVISORS, LLC → | RIA / FO | $734M | LAKE OSWEGO, OR | CRD 288462 |
| CLARITY WEALTH ADVISORS → | RIA / FO | $733M | SAN JOSE, CA | CRD 157913 |
| ABLE FINANCIAL GROUP, LLC → | RIA / FO | $733M | SCOTTSDALE, AZ | CRD 323646 |
| SC MANAGEMENT LLC → | RIA / FO | $733M | NEW YORK, NY | CRD 311359 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → | RIA / FO | $732M | HIGHLAND PARK, IL | CRD 299595 |
| SKBA CAPITAL MANAGEMENT, LLC → | RIA / FO | $732M | SAN FRANCISCO, CA | CRD 108542 |
| NAVALIGN, LLC → | RIA / FO | $732M | ENCINO, CA | CRD 119919 |
| CENTERPOINT ADVISORS, LLC → | RIA / FO | $732M | NEEDHAM, MA | CRD 156698 |
| ASTARA CAPITAL PARTNERS, L.P. → | RIA / FO | $732M | NEW YORK, NY | CRD 317647 |
| NEWMAN DIGNAN & SHEERAR, INC → | RIA / FO | $731M | PROVIDENCE, RI | CRD 107565 |
| SEVENBRIDGE FINANCIAL GROUP, LLC → | RIA / FO | $731M | HARRISBURG, PA | CRD 281037 |
| STURBRIDGE CAPITAL LLC → | RIA / FO | $731M | BIRMINGHAM, MI | CRD 160327 |
| QUANTUM FINANCIAL SERVICES INC. → | RIA / FO | $731M | INDIANAPOLIS, IN | CRD 121631 |
| TRAVEKA WEALTH, LLC → | RIA / FO | $731M | LOS ALTOS, CA | CRD 328421 |
| BAYHAWK CAPITAL LP → | RIA / FO | $731M | BOSTON, MA | CRD 328829 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC → | RIA / FO | $730M | MINNEAPOLIS, MN | CRD 147384 |