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.
36,242 matches · showing 6401–6500 (page 65 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| TILLER PRIVATE WEALTH, INC. → | RIA / FO | $730M | BETHLEHEM, PA | CRD 111268 |
| IPSWICH INVESTMENT MANAGEMENT COMPANY, INC → | RIA / FO | $730M | BEVERLY, MA | CRD 106625 |
| PHILADELPHIA FINANCIAL → | RIA / FO | $730M | SAN FRANCISCO, CA | CRD 131413 |
| CORDGRASS CAPITAL ADVISORS, LLC → | RIA / FO | $730M | RALEIGH, NC | CRD 311528 |
| CARBON DIRECT CAPITAL MANAGEMENT LLC → | RIA / FO | $730M | NEW YORK, NY | CRD 317548 |
| CANBY FINANCIAL ADVISORS → | RIA / FO | $729M | FRAMINGHAM, MA | CRD 338797 |
| VARIANT → | RIA / FO | $729M | NEW YORK, NY | CRD 306409 |
| HUBER CAPITAL MANAGEMENT LLC → | RIA / FO | $729M | EL SEGUNDO, CA | CRD 143344 |
| LESKO SECURITIES, INC. → | RIA / FO | $729M | VESTAL, NY | CRD 10091 |
| MEADOW CREEK WEALTH ADVISORS, LLC → | RIA / FO | $728M | ATLANTA, GA | CRD 297796 |
| COOPERATIVE FUNERAL FUND INC → | RIA / FO | $728M | MADISON, CT | CRD 107631 |
| AAF WEALTH MANAGEMENT, LLC → | RIA / FO | $728M | WESTBOROUGH, MA | CRD 164646 |
| PIKE STREET CAPITAL → | RIA / FO | $727M | SEATTLE, WA | CRD 300264 |
| TRADEWINDS CAPITAL MANAGEMENT, LLC → | RIA / FO | $727M | BELLINGHAM, WA | CRD 145934 |
| QUANTUM FINANCIAL PLANNING SERVICES, INC. → | RIA / FO | $727M | SPOKANE, WA | CRD 115877 |
| AXQ CAPITAL, LP → | RIA / FO | $727M | JERSEY CITY, NJ | CRD 318863 |
| SILVER HEIGHTS CAPITAL MANAGEMENT INC. → | RIA / FO | $727M | TORONTO, ONTARIO | CRD 284757 |
| VIRTUS FAMILY OFFICE → | RIA / FO | $727M | EL PASO, TX | CRD 298272 |
| SMITH & HOWARD WEALTH MANAGEMENT, LLC → | RIA / FO | $727M | ATLANTA, GA | CRD 109540 |
| TRGP INVESTMENT PARTNERS, LP → | RIA / FO | $727M | STAMFORD, CT | CRD 305563 |
| WOODSTOCK WEALTH MANAGEMENT, INC. → | RIA / FO | $727M | WOODSTOCK, GA | CRD 283472 |
| KAYDAN WEALTH MANAGEMENT, INC. → | RIA / FO | $727M | FENTON, MI | CRD 108964 |
| HADDINGTON VENTURES, LLC → | RIA / FO | $726M | HOUSTON, TX | CRD 158231 |
| FS CREDIT INCOME ADVISOR, LLC → | RIA / FO | $726M | PHILADELPHIA, PA | CRD 289579 |
| RENAISSANCE INVESTMENT GROUP, LLC → | RIA / FO | $726M | LENOX, MA | CRD 153679 |
| GREAT POINT WEALTH ADVISORS, LLC → | RIA / FO | $726M | BOSTON, MA | CRD 147082 |
| HIMCO, LLC → | RIA / FO | $726M | MORRISTOWN, NJ | CRD 157865 |
| BRIGHT FINANCIAL ADVISORS, INC. → | RIA / FO | $725M | PORTAGE, MI | CRD 107931 |
| PARADIGM INVESTMENT MANAGEMENT → | RIA / FO | $725M | MIAMI, FL | CRD 174058 |
| THE PATTEN GROUP, INC. → | RIA / FO | $725M | CHATTANOOGA, TN | CRD 168255 |
| PARKER INVESTMENT MANAGEMENT, LLC → | RIA / FO | $725M | – | CRD 112798 |
| COLTON GROOME FINANCIAL ADVISORS, LLC → | RIA / FO | $725M | ASHEVILLE, NC | CRD 128365 |
| TRUNORTH CAPITAL MANAGEMENT, LLC → | RIA / FO | $725M | KALAMAZOO, MI | CRD 165285 |
| WEALTHSTAR ADVISORS, LLC → | RIA / FO | $724M | PLANO, TX | CRD 164957 |
| MERIDIAN INVESTMENT COUNSEL, INC. → | RIA / FO | $723M | – | CRD 131655 |
| THE CYPRESS FUNDS LLC → | RIA / FO | $723M | LOS ANGELES, CA | CRD 107502 |
| 3FOURTEEN & SMI ADVISORY SERVICES, LLC → | RIA / FO | $723M | COLUMBUS, IN | CRD 331301 |
| CORA CAPITAL ADVISORS → | RIA / FO | $723M | MARLTON, NJ | CRD 318134 |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC → | RIA / FO | $723M | SARATOGA SPRINGS, NY | CRD 151237 |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. → | RIA / FO | $723M | FORT LAUDERDALE, FL | CRD 286005 |
| CLEAR CREEK ADVISORS → | RIA / FO | $722M | DENVER, CO | CRD 288335 |
| JMAC ENTERPRISES LLC → | RIA / FO | $722M | NEWTOWN, PA | CRD 312710 |
| UNION CAPITAL ASSOCIATES, L.P. → | RIA / FO | $722M | GREENWICH, CT | CRD 285154 |
| THE BRYDON GROUP → | RIA / FO | $722M | WASHINGTON, D.C., DC | CRD 324247 |
| DECAGON ASSET MANAGEMENT (US) LP → | RIA / FO | $721M | NEW YORK, NY | CRD 322135 |
| MATERETSKY FINANCIAL GROUP → | RIA / FO | $721M | BOYNTON BEACH, FL | CRD 292353 |
| RS CRUM INC. → | RIA / FO | $721M | NEWPORT BEACH, CA | CRD 158621 |
| PARKERGALE, LLC → | RIA / FO | $719M | CHICAGO, IL | CRD 284237 |
| DOLIVER ADVISORS, L.P. → | RIA / FO | $718M | HOUSTON, TX | CRD 106247 |
| TOWERCREST CAPITAL MANAGEMENT, LLC → | RIA / FO | $718M | NEWTOWN, PA | CRD 152069 |
| SAAGA → | RIA / FO | $717M | MIAMI, FL | CRD 327015 |
| WEALTH MANAGEMENT ASSOCIATES, INC. → | RIA / FO | $717M | CHERRY HILL, NJ | CRD 117606 |
| MEDINA VALUE PARTNERS, LLC → | RIA / FO | $717M | LOS ANGELES, CA | CRD 155192 |
| DOPKINS WEALTH MANAGEMENT, LLC → | RIA / FO | $717M | WILLIAMSVILLE, NY | CRD 124209 |
| MILLENNIUM BRIDGE CAPITAL → | RIA / FO | $717M | DENVER, CO | CRD 160345 |
| TAIBER, KOSMALA & ASSOCIATES, LLC → | RIA / FO | $717M | CHICAGO, IL | CRD 161703 |
| MAIN STREET RETIREMENT PLANNING, LLC → | RIA / FO | $717M | COPPELL, TX | CRD 313051 |
| LYGH CAPITAL PTE. LTD. → | RIA / FO | $717M | SINGAPORE | CRD 321637 |
| AISLING CAPITAL MANAGEMENT LP → | RIA / FO | $716M | NEW YORK, NY | CRD 269994 |
| MORIN PRIVATE CLIENT GROUP, LLC → | RIA / FO | $716M | – | CRD 154565 |
| G. A. REPPLE & COMPANY → | RIA / FO | $716M | CASSELBERRY, FL | CRD 17486 |
| RBF WEALTH ADVISORS → | RIA / FO | $716M | ST. LOUIS, MO | CRD 104771 |
| GRANT AVENUE CAPITAL LLC → | RIA / FO | $716M | NEW YORK, NY | CRD 313104 |
| ALTRIUS CAPITAL MANAGEMENT, INC. → | RIA / FO | $716M | NOVI, MI | CRD 121529 |
| ALIGN IMPACT, LLC → | RIA / FO | $715M | DENVER, CO | CRD 176516 |
| BAILLIE GIFFORD INTERNATIONAL LLC → | RIA / FO | $715M | NEW YORK, NY | CRD 305849 |
| DAVERN CAPITAL PARTNERS, LP → | RIA / FO | $715M | NEW YORK, NY | CRD 323018 |
| ATLAS LEGACY ADVISORS LLC → | RIA / FO | $715M | LOS ANGELES, CA | CRD 329888 |
| USCF ADVISERS → | RIA / FO | $715M | WALNUT CREEK, CA | CRD 171962 |
| FINANCIAL MANAGEMENT STRATEGIES, INC. → | RIA / FO | $714M | BROADVIEW HTS., OH | CRD 120818 |
| OLD PEAK FINANCE → | RIA / FO | $714M | CHAPEL HILL, NC | CRD 154804 |
| ALPHA INVESTMENT CONSULTING GROUP, LLC → | RIA / FO | $714M | MILWAUKEE, WI | CRD 139721 |
| VENTURA WEALTH MANAGEMENT → | RIA / FO | $713M | YARDLEY, PA | CRD 152301 |
| DRAKE CAPITAL ADVISORS LLC → | RIA / FO | $713M | OLD GREENWICH, CT | CRD 136716 |
| RV CAPITAL → | RIA / FO | $713M | SCHINDELLEGI | CRD 173008 |
| FRONTIER GLOBAL PARTNERS LLC → | RIA / FO | $713M | LA JOLLA, CA | CRD 145341 |
| BY CRYPTO MANAGEMENT, LLC → | RIA / FO | $713M | LITTLE ROCK, AR | CRD 315265 |
| ESSEX INVESTMENT MANAGEMENT COMPANY, LLC → | RIA / FO | $713M | BOSTON, MA | CRD 109962 |
| FIELDVIEW CAPITAL MANAGEMENT, LLC → | RIA / FO | $713M | NILES, MI | CRD 332308 |
| EXCALIBUR MANAGEMENT CORP → | RIA / FO | $712M | WALTHAM, MA | CRD 110836 |
| VALTINSON BRUNER FINANCIAL PLANNING → | RIA / FO | $712M | NEW BRIGHTON, MN | CRD 297866 |
| ASTON CAPITAL MANAGEMENT → | RIA / FO | $712M | CORAL GABLES, FL | CRD 291310 |
| PRECISION WEALTH STRATEGIES, LLC → | RIA / FO | $711M | ST. LOUIS, MO | CRD 299827 |
| THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES → | RIA / FO | $711M | EDEN PRAIRIE, MN | CRD 311385 |
| THE MAGNOLIA GROUP, LLC → | RIA / FO | $711M | OMAHA, NE | CRD 171102 |
| LIFELONG WEALTH ADVISORS, INC. → | RIA / FO | $710M | ARDEN HILLS, MN | CRD 331847 |
| REDWOOD INVESTMENTS, LLC → | RIA / FO | $710M | BOSTON, MA | CRD 133028 |
| THE CAPITAL MANAGEMENT CORPORATION → | RIA / FO | $710M | GLEN ALLEN, VA | CRD 112242 |
| PEAK PLANNING GROUP, LLC → | RIA / FO | $710M | CENTENNIAL, CO | CRD 289891 |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC → | RIA / FO | $710M | WESTERVILLE, OH | CRD 298254 |
| NAVISTA WEALTH MANAGEMENT, INC. → | RIA / FO | $710M | MINNETONKA, MN | CRD 332373 |
| ROGAN & ASSOCIATES → | RIA / FO | $710M | SAFETY HARBOR, FL | CRD 42762 |
| COVISION ADVISORS LLC → | RIA / FO | $708M | NEW YORK, NY | CRD 285328 |
| ARC ADVISORY LLC → | RIA / FO | $708M | SAN FRANCISCO, CA | CRD 330258 |
| TB ALTERNATIVE ASSETS LTD. → | RIA / FO | $708M | GRAND CAYMAN | CRD 162014 |
| BENCH WALK ADVISORS LLC → | RIA / FO | $708M | BOCA RATON, FL | CRD 313945 |
| MANSKE WEALTH MANAGEMENT, LLC → | RIA / FO | $707M | HOUSTON, TX | CRD 164401 |
| DUNCKER STREETT & CO. → | RIA / FO | $707M | ST. LOUIS, MO | CRD 110828 |
| CORRIGO INVESTMENT PARTNERS, LLC → | RIA / FO | $707M | AUSTIN, TX | CRD 293620 |
| E & G ADVISORS, LLC → | RIA / FO | $707M | HOUSTON, TX | CRD 130550 |