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 6501–6600 (page 66 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LINCOLN PEAK CAPITAL MANAGEMENT, LLC → | RIA / FO | $707M | BOSTON, MA | CRD 292864 |
| KALEIDOSCOPE CAPITAL → | RIA / FO | $706M | BOSTON, MA | CRD 282159 |
| DODDS WEALTH, LLC → | RIA / FO | $706M | GREENWOOD VILLAGE, CO | CRD 323632 |
| NORTHCAPE WEALTH MANAGEMENT → | RIA / FO | $706M | WILLIAMSVILLE, NY | CRD 312350 |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC → | RIA / FO | $706M | HOLMDEL, NJ | CRD 146097 |
| MORANGIE MANAGEMENT LLC → | RIA / FO | $706M | VERO BEACH, FL | CRD 332949 |
| SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC → | RIA / FO | $706M | SPRINGFIELD, IL | CRD 159255 |
| BOND & DEVICK WEALTH PARTNERS → | RIA / FO | $706M | SAINT LOUIS PARK, MN | CRD 283682 |
| BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC → | RIA / FO | $705M | ST. LOUIS, MO | CRD 297750 |
| REMPART ASSET MANAGEMENT → | RIA / FO | $705M | MONTREAL, QUEBEC | CRD 154209 |
| RIDGECREST WEALTH PARTNERS, LLC → | RIA / FO | $705M | SAN RAFAEL, CA | CRD 311984 |
| LATTICEWORK CAPITAL MANAGEMENT LLC → | RIA / FO | $705M | DALLAS, TX | CRD 281690 |
| MARCHANT → | RIA / FO | $705M | LONDON | CRD 335094 |
| HALTER FERGUSON FINANCIAL INC → | RIA / FO | $705M | CARMEL, IN | CRD 109563 |
| SOLIDARITY WEALTH, LLC → | RIA / FO | $704M | LEHI, UT | CRD 315843 |
| BMSS WESSON WEALTH SOLUTIONS → | RIA / FO | $704M | BIRMINGHAM, AL | CRD 282792 |
| PROPEL VENTURE PARTNERS MANAGEMENT CO. → | RIA / FO | $704M | SAN CARLOS, CA | CRD 283261 |
| 1 SEED PARTNERS LLC → | RIA / FO | $704M | CHICAGO, IL | CRD 329288 |
| WINDSOR CAPITAL MANAGEMENT, LLC → | RIA / FO | $703M | PHOENIX, AZ | CRD 116593 |
| CCC ADVISORS, LLC → | RIA / FO | $703M | AUSTIN, TX | CRD 288948 |
| SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD → | RIA / FO | $703M | SINGAPORE CITY | CRD 148494 |
| SAFEGUARD INVESTMENT ADVISORY GROUP, LLC → | RIA / FO | $702M | CORONA, CA | CRD 146132 |
| CORE WEALTH ADVISORS, INC. → | RIA / FO | $702M | LAKELAND, FL | CRD 174386 |
| OLYMPUS PEAK ASSET MANAGEMENT LP → | RIA / FO | $702M | GREENWICH, CT | CRD 299460 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. → | RIA / FO | $702M | NORWELL, MA | CRD 109767 |
| PREISZ FINANCIAL → | RIA / FO | $702M | PORTLAND, OR | CRD 144469 |
| STILLWATER ASSET MANAGEMENT, LLC → | RIA / FO | $701M | STILLWATER, MN | CRD 288535 |
| HARBOUR CAPITAL ADVISORS, LLC → | RIA / FO | $701M | TYSONS CORNER, VA | CRD 157266 |
| RPG FAMILY WEALTH ADVISORY, LLC → | RIA / FO | $701M | BURLINGTON, MA | CRD 158528 |
| ATLAS ASSET MANAGEMENT LLC → | RIA / FO | $701M | GUAYNABO, PR | CRD 173561 |
| 360 FINANCIAL → | RIA / FO | $701M | WAYZATA, MN | CRD 168600 |
| ENTRYPOINT CAPITAL, LLC → | RIA / FO | $700M | NEW YORK, NY | CRD 313946 |
| LAUTERBACH FINANCIAL ADVISORS, LLC → | RIA / FO | $700M | EL PASO, TX | CRD 114431 |
| KTF INVESTMENTS, LLC → | RIA / FO | $700M | SEAL BEACH, CA | CRD 337465 |
| AETHON ENERGY MANAGEMENT → | RIA / FO | $700M | DALLAS, TX | CRD 173136 |
| TIDEMARK MANAGEMENT COMPANY LP → | RIA / FO | $700M | MENLO PARK, CA | CRD 313541 |
| HFM WEALTH MANAGEMENT → | RIA / FO | $700M | WEST HARTFORD, CT | CRD 105039 |
| THE RETIREMENT SOLUTION LLC → | RIA / FO | $699M | REDMOND, WA | CRD 148106 |
| IAM ADVISORY LLC → | RIA / FO | $699M | EASTON, PA | CRD 305492 |
| TEMPUS WEALTH PLANNING, LLC → | RIA / FO | $699M | IRVINE, CA | CRD 285349 |
| BROADVIEW FINANCIAL MANAGEMENT, LLC → | RIA / FO | $699M | WAUWATOSA, WI | CRD 143550 |
| ABERDEEN WEALTH MANAGEMENT LLC → | RIA / FO | $699M | LAKE BLUFF, IL | CRD 108525 |
| LAFISE GLOBAL ADVISORS LLC → | RIA / FO | $699M | MIAMI, FL | CRD 331244 |
| GREY FOX WEALTH ADVISORS, LLC → | RIA / FO | $699M | ROCKLAND, DE | CRD 307172 |
| IRON PATH CAPITAL, L.P. → | RIA / FO | $699M | CHARLOTTESVILLE, VA | CRD 316139 |
| SW INVESTMENT MANAGEMENT LLC → | RIA / FO | $699M | – | CRD 289857 |
| IKARIAN CAPITAL → | RIA / FO | $698M | DALLAS, TX | CRD 281880 |
| ACADIAN ASSET MANAGEMENT → | RIA / FO | $698M | SINGAPORE | CRD 323400 |
| HAMILTON WEALTH, LLC → | RIA / FO | $698M | LOS ANGELES, CA | CRD 289462 |
| ABG CONSULTANTS → | RIA / FO | $697M | COTTONWOOD HEIGHTS, UT | CRD 131129 |
| DIESSLIN GROUP, INC. → | RIA / FO | $696M | FORT WORTH, TX | CRD 110557 |
| LP INVESTMENT MANAGEMENT, LLC → | RIA / FO | $696M | DALLAS, TX | CRD 306615 |
| PALO ALTO INVESTORS LP → | RIA / FO | $696M | PALO ALTO, CA | CRD 109171 |
| MAXIMAI INVESTMENT PARTNERS, LLC → | RIA / FO | $696M | CORAL GABLES, FL | CRD 284919 |
| FOX RUN MANAGEMENT LLC → | RIA / FO | $696M | GREENWICH, CT | CRD 149092 |
| MALTESE CAPITAL MANAGEMENT, LLC → | RIA / FO | $696M | NEW YORK, NY | CRD 138175 |
| DREAM CAPITAL ADVISORS, LLC → | RIA / FO | $695M | LINCOLNSHIRE, IL | CRD 142788 |
| WEMBLEY STRATEGIC ADVISORY LLC → | RIA / FO | $695M | NEW YORK, NY | CRD 305692 |
| OPTIMUM QUANTVEST CORPORATION → | RIA / FO | $695M | DALLAS, TX | CRD 301469 |
| MAYPORT WEALTH MANAGEMENT → | RIA / FO | $695M | – | CRD 288215 |
| PREMIER WEALTH ADVISORS, LLC → | RIA / FO | $695M | SAN DIEGO, CA | CRD 285510 |
| HIGH FALLS ADVISORS, INC. → | RIA / FO | $695M | ROCHESTER, NY | CRD 108678 |
| VALUE HOLDINGS MANAGEMENT CO. LLC → | RIA / FO | $695M | – | CRD 157676 |
| BLUESHIFT ASSET MANAGEMENT → | RIA / FO | $694M | RED BANK, NJ | CRD 290637 |
| WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. → | RIA / FO | $694M | BRISTOL, CT | CRD 226535 |
| ICV PARTNERS, LLC → | RIA / FO | $694M | MIAMI, FL | CRD 160651 |
| BLACK SWIFT GROUP, LLC → | RIA / FO | $694M | BOULDER, CO | CRD 286084 |
| MONEDA USA, INC. → | RIA / FO | $694M | NEW YORK, NY | CRD 157833 |
| COGENUITY PARTNERS, LLC → | RIA / FO | $694M | SAN FRANCISCO, CA | CRD 332474 |
| WMG FINANCIAL ADVISORS, LLC → | RIA / FO | $694M | KNOXVILLE, TN | CRD 285824 |
| CAMBRIDGE ADVISORS INC → | RIA / FO | $694M | OMAHA, NE | CRD 104851 |
| BW & ASSOCIATES, INC. → | RIA / FO | $693M | ORANGE, CA | CRD 116471 |
| SKYOAK WEALTH → | RIA / FO | $693M | SOUTHFIELD, MI | CRD 299564 |
| VERECAN CAPITAL MANAGEMENT INC. → | RIA / FO | $693M | HALIFAX | CRD 336801 |
| COVENANT ASSET MANAGEMENT, LLC → | RIA / FO | $693M | CHESTER, NJ | CRD 108567 |
| EICHNER INVESTMENT PLANNING, LLC → | RIA / FO | $692M | CINCINNATI, OH | CRD 128215 |
| MADRONA FINANCIAL & CPAS → | RIA / FO | $692M | EVERETT, WA | CRD 115753 |
| UNIO CAPITAL LLC → | RIA / FO | $691M | PRINCETON, NJ | CRD 166483 |
| RAMSEY QUANTITATIVE SYSTEMS, INC. → | RIA / FO | $691M | LOUISVILLE, KY | CRD 175257 |
| LAZARI CAPITAL MANAGEMENT, INC. → | RIA / FO | $691M | BURBANK, CA | CRD 172932 |
| TRP CAPITAL ADVISORS V, LLC → | RIA / FO | $691M | BIRMINGHAM, MI | CRD 306604 |
| BRAINVEST WEALTH MANAGEMENT LLC → | RIA / FO | $691M | MIAMI, FL | CRD 289743 |
| ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. → | RIA / FO | $691M | CORAL GABLES, FL | CRD 152104 |
| MILESTONE ASSET MANAGEMENT, LLC → | RIA / FO | $691M | PITTSBURGH, PA | CRD 310441 |
| PLAN GROUP FINANCIAL, INC. → | RIA / FO | $690M | OKLAHOMA CITY, OK | CRD 116508 |
| NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC → | RIA / FO | $690M | NEW YORK, NY | CRD 321208 |
| WEST BRANCH CAPITAL LLC → | RIA / FO | $690M | AMHERST, MA | CRD 133813 |
| FAMILY INVESTMENT CENTER → | RIA / FO | $689M | SAINT JOSEPH, MO | CRD 113799 |
| INTERVEST CAPITAL PARTNERS LLC → | RIA / FO | $689M | NEW YORK, NY | CRD 159681 |
| EAST END FINANCIAL GROUP, INC. → | RIA / FO | $689M | RIVERHEAD, NY | CRD 110584 |
| ANCHYRA PARTNERS LLC → | RIA / FO | $689M | ATLANTA, GA | CRD 335467 |
| NVEST FINANCIAL, LLC → | RIA / FO | $688M | PORTSMOUTH, NH | CRD 128868 |
| 9YARDS CAPITAL MANAGEMENT LP → | RIA / FO | $688M | NEW YORK, NY | CRD 299727 |
| KEENAN CAPITAL, LLC → | RIA / FO | $688M | BURLINGAME, CA | CRD 167390 |
| SIHARUM ADVISORS, LLC → | RIA / FO | $687M | BOSTON, MA | CRD 147957 |
| ATWATER MALICK → | RIA / FO | $687M | LANCASTER, PA | CRD 147972 |
| ALLIANCE ADVISORY & SECURITIES, LLC → | RIA / FO | $687M | WESTLAKE VILLAGE, CA | CRD 18835 |
| BRIDGE CAPITAL ADVISORS → | RIA / FO | $687M | HOUSTON, TX | CRD 317554 |
| STENGER FAMILY OFFICE, LLC → | RIA / FO | $686M | NAPERVILLE, IL | CRD 325089 |
| WEALTH MANAGEMENT ADVISORS, LLC → | RIA / FO | $686M | GREENVILLE, SC | CRD 171260 |