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 6601–6700 (page 67 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MAROTTA WEALTH MANAGEMENT, INC. → | RIA / FO | $686M | CHARLOTTESVILLE, VA | CRD 115645 |
| MA PRIVATE WEALTH, LLC → | RIA / FO | $686M | SAN CARLOS, CA | CRD 291366 |
| SER CAPITAL PARTNERS MANAGEMENT, LP → | RIA / FO | $686M | REDWOOD CITY, CA | CRD 307713 |
| THAYER PARTNERS LLC → | RIA / FO | $686M | – | CRD 290734 |
| TOPSPIN MANAGEMENT COMPANY LBO LLC → | RIA / FO | $686M | MAMARONECK, NY | CRD 161399 |
| INDIE ASSET PARTNERS, LLC → | RIA / FO | $685M | CARMEL, IN | CRD 154503 |
| PRECEDENT WEALTH PARTNERS, LLC → | RIA / FO | $685M | HOUSTON, TX | CRD 325203 |
| SANDY COVE ADVISORS, LLC → | RIA / FO | $685M | HINGHAM, MA | CRD 152482 |
| PROVIDENCE WEALTH ADVISORS, LLC → | RIA / FO | $684M | FRANKFORT, IL | CRD 153646 |
| INTEGRA GLOBAL ADVISORS LLC → | RIA / FO | $684M | STAMFORD, CT | CRD 288511 |
| NORTHERN FINANCIAL ADVISORS, INC → | RIA / FO | $684M | BLOOMFIELD HILLS, MI | CRD 121088 |
| MARIETTA INVESTMENT PARTNERS, LLC → | RIA / FO | $684M | MILWAUKEE, WI | CRD 108479 |
| HIGH NOTE WEALTH, LLC → | RIA / FO | $683M | DEEPHAVEN, MN | CRD 305768 |
| ARGENT RETIREMENT PLAN ADVISORS, LLC → | RIA / FO | $683M | NEW ORLEANS, LA | CRD 165031 |
| PHOCAS FINANCIAL CORPORATION → | RIA / FO | $683M | ALAMEDA, CA | CRD 135470 |
| COMPASS WEALTH MANAGEMENT LLC → | RIA / FO | $683M | GUILFORD, CT | CRD 106289 |
| RC CAPITAL → | RIA / FO | $682M | CINCINNATI, OH | CRD 162297 |
| VENTIRA PRIVATE WEALTH MANAGEMENT LTD. → | RIA / FO | $682M | ZURICH | CRD 164792 |
| GLOBAL FRONTIER INVESTMENTS, LLC → | RIA / FO | $682M | CHARLESTON, SC | CRD 160105 |
| BROAD RUN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $682M | ARLINGTON, VA | CRD 165067 |
| SANDBOX FINANCIAL PARTNERS, LLC → | RIA / FO | $682M | BETHESDA, MD | CRD 297858 |
| DASH INVESTMENTS → | RIA / FO | $682M | WOODLAND HILLS, CA | CRD 135281 |
| SYNERGY INVESTMENT MANAGEMENT LLC → | RIA / FO | $681M | ALTAMONTE SPRINGS, FL | CRD 305961 |
| BELLTOWER PARTNERS → | RIA / FO | $681M | NEW YORK, NY | CRD 333385 |
| LEES MONSOUR GROUP → | RIA / FO | $681M | SHREVEPORT, LA | CRD 318023 |
| MCNALLY ADVISORS, LLC → | RIA / FO | $681M | CHICAGO, IL | CRD 158707 |
| EAGLE BAY FAMILY OFFICE → | RIA / FO | $681M | NEW YORK, NY | CRD 281675 |
| JB CAPITAL PARTNERS → | RIA / FO | $681M | – | CRD 163137 |
| 1ST & MAIN GROWTH PARTNERS → | RIA / FO | $680M | CHICAGO, IL | CRD 106305 |
| VON BORSTEL & ASSOCIATES → | RIA / FO | $680M | THE DALLES, OR | CRD 309746 |
| EFM INVESTMENTS & ADVISORY LLC → | RIA / FO | $680M | PORTLAND, OR | CRD 339744 |
| TRUFFLE HOUND CAPITAL, LLC → | RIA / FO | $680M | BETHESDA, MD | CRD 137616 |
| LANDMARK WEALTH MANAGEMENT → | RIA / FO | $680M | GETZVILLE, NY | CRD 109379 |
| ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC → | RIA / FO | $680M | BOCA RATON, FL | CRD 159393 |
| CENTURY MANAGEMENT FINANCIAL ADVISORS → | RIA / FO | $680M | AUSTIN, TX | CRD 112308 |
| SAXON FINANCIAL GROUP → | RIA / FO | $679M | HOUSTON, TX | CRD 311687 |
| BRASADA CAPITAL MANAGEMENT, LP → | RIA / FO | $679M | HOUSTON, TX | CRD 147775 |
| SIGNAL SECURITIES, INC. → | RIA / FO | $679M | FORT WORTH, TX | CRD 15916 |
| FOREFRONT ANALYTICS, LLC → | RIA / FO | $679M | W. CONSHOHOCKEN, PA | CRD 153016 |
| MONUMENT GROUP WEALTH ADVISORS, LLC → | RIA / FO | $679M | CONCORD, MA | CRD 111908 |
| THOR WEALTH MANAGEMENT INC → | RIA / FO | $679M | CINCINNATI, OH | CRD 105902 |
| HUDSON VALUE PARTNERS, LLC → | RIA / FO | $678M | PALM BEACH, FL | CRD 301325 |
| TYME ADVISORS → | RIA / FO | $678M | PLANO, TX | CRD 285212 |
| HYPOSWISS ADVISORS SA → | RIA / FO | $678M | GENEVA | CRD 157400 |
| MTM INVESTMENT MANAGEMENT, LLC → | RIA / FO | $678M | SPARTANBURG, SC | CRD 297500 |
| CASTLE HARLAN, INC. → | RIA / FO | $678M | NEW YORK, NY | CRD 158106 |
| GOOD SPRINGS CAPITAL → | RIA / FO | $678M | NEW YORK, NY | CRD 326803 |
| VSM WEALTH ADVISORY, LLC → | RIA / FO | $678M | HUNT VALLEY, MD | CRD 313717 |
| FINANCIAL STRATEGIES GROUP, INC → | RIA / FO | $677M | OKEMOS, MI | CRD 289054 |
| 9823 CAPITAL, LP → | RIA / FO | $677M | DALLAS, TX | CRD 324329 |
| YORKTOWN MANAGEMENT AND RESEARCH CO INC → | RIA / FO | $677M | FOREST, VA | CRD 105083 |
| CARDEROCK CAPITAL MANAGEMENT, INC. → | RIA / FO | $677M | CHEVY CHASE, MD | CRD 104570 |
| LEVERTY FINANCIAL GROUP, LLC → | RIA / FO | $677M | HUDSON, WI | CRD 310258 |
| JACOBSON & SCHMITT ADVISORS, LLC → | RIA / FO | $676M | MIDDLETON, WI | CRD 140431 |
| ROCKPORT WEALTH ADVISORS → | RIA / FO | $676M | FAIRVIEW PARK, OH | CRD 297122 |
| PASI INVESTMENTS, LLC → | RIA / FO | $676M | FARMINGTON, CT | CRD 145640 |
| BOSTON RESEARCH AND MANAGEMENT, INC. → | RIA / FO | $676M | MANCHESTER, MA | CRD 107643 |
| STORDAHL CAPITAL MANAGEMENT, INC. → | RIA / FO | $676M | GREENWOOD VILLAGE, CO | CRD 287916 |
| WATERWAY WEALTH MANAGEMENT, L.L.C. → | RIA / FO | $676M | THE WOODLANDS, TX | CRD 164975 |
| YIHENG CAPITAL MANAGEMENT, L.P. → | RIA / FO | $676M | SAN FRANCISCO, CA | CRD 163812 |
| DEMMING FINANCIAL SERVICES CORP. → | RIA / FO | $676M | AURORA, OH | CRD 120106 |
| SUMMIT WEALTH PARTNERS, LLC → | RIA / FO | $676M | ORLANDO, FL | CRD 283648 |
| ADVANTAGE WEALTH PARTNERS → | RIA / FO | $675M | FORT MYERS, FL | CRD 329635 |
| LITTLE HOUSE CAPITAL, LLC → | RIA / FO | $675M | BRAINTREE, MA | CRD 290070 |
| RDA FINANCIAL NETWORK → | RIA / FO | $675M | AKRON, IA | CRD 147309 |
| ALLEGIANCE FINANCIAL GROUP → | RIA / FO | $675M | VIENNA, VA | CRD 313110 |
| BALLAST ADVISORS, LLC → | RIA / FO | $674M | WOODBURY, MN | CRD 285991 |
| THE GOFF FINANCIAL GROUP → | RIA / FO | $674M | HOUSTON, TX | CRD 114796 |
| WEST FINANCIAL ADVISORS, L.L.C. → | RIA / FO | $674M | DES MOINES, IA | CRD 142265 |
| BUOYANT CAPITAL PRIVATE LIMITED → | RIA / FO | $674M | MUMBAI | CRD 327612 |
| INTEGRAL WEALTH MANAGEMENT → | RIA / FO | $674M | TURLOCK, CA | CRD 146569 |
| GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC → | RIA / FO | $674M | RED BANK, NJ | CRD 133088 |
| CHERRY TREE WEALTH MANAGEMENT, LLC → | RIA / FO | $673M | MINNETONKA, MN | CRD 151406 |
| DLJ REAL ESTATE CAPITAL PARTNERS, LLC → | RIA / FO | $673M | NEW YORK, NY | CRD 106238 |
| NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC → | RIA / FO | $673M | SOUTH MERIDEN, CT | CRD 109203 |
| WARANA CAPITAL, LLC → | RIA / FO | $673M | NEW YORK, NY | CRD 288311 |
| PINNACLE FINANCIAL GROUP LLC → | RIA / FO | $673M | WESTERN SPRINGS, IL | CRD 116600 |
| ACHIEVE PARTNERS MANAGEMENT, LLC → | RIA / FO | $672M | NEW YORK, NY | CRD 299883 |
| ADAMS STREET ADVISORS, LLC → | RIA / FO | $672M | CHICAGO, IL | CRD 333783 |
| FIRETHORN WEALTH PARTNERS, LLC → | RIA / FO | $672M | AUGUSTA, GA | CRD 297634 |
| LIFECYCLE FINANCIAL PLANNERS INC. → | RIA / FO | $672M | BLOOMFIELD HILLS, MI | CRD 290250 |
| PRESILIUM PRIVATE WEALTH, LLC → | RIA / FO | $672M | RADNOR, PA | CRD 318345 |
| SPIRE CAPITAL MANAGEMENT LLC → | RIA / FO | $671M | NEW YORK, NY | CRD 161581 |
| DIVERSIFI CAPITAL INC → | RIA / FO | $671M | LOS ALTOS, CA | CRD 242788 |
| ARABLE CAPITAL PARTNERS, LLC → | RIA / FO | $671M | BELLEVUE, WA | CRD 287629 |
| HARVEST FINANCIAL ADVISORS, LLC → | RIA / FO | $671M | WEST CHESTER, OH | CRD 145552 |
| PLANNED SOLUTIONS, INC. → | RIA / FO | $671M | FOLSOM, CA | CRD 105052 |
| MONTROSE ADVISORS INC → | RIA / FO | $671M | NEW YORK, NY | CRD 105918 |
| ABS LEGACY PARTNERS, LLC → | RIA / FO | $671M | HICKORY, NC | CRD 325604 |
| ELEVATION WEALTH PARTNERS, LLC → | RIA / FO | $671M | WALNUT CREEK, CA | CRD 123971 |
| FIRST FINANCIAL COACHING, INC. → | RIA / FO | $671M | MT. CLEMENS, MI | CRD 152070 |
| HAVENSHARE FINANCIAL, LLC → | RIA / FO | $670M | – | CRD 167236 |
| NORTHLEAF CAPITAL ADVISORS LTD. → | RIA / FO | $670M | TORONTO, ONTARIO | CRD 145014 |
| TRINITY FINANCIAL ADVISORS LLC → | RIA / FO | $670M | COLUMBUS, OH | CRD 133191 |
| LOMBARD ADVISERS INCORPORATED → | RIA / FO | $670M | BALTIMORE, MD | CRD 108231 |
| DYNASTY EQUITY PARTNERS MANAGEMENT, LLC → | RIA / FO | $670M | NEW YORK, NY | CRD 327607 |
| ALPINE SAXON WOODS → | RIA / FO | $670M | PURCHASE, NY | CRD 109686 |
| PAVE INVESTMENT ADVISORS, LLC. → | RIA / FO | $670M | NEW YORK, NY | CRD 322420 |
| STONE TEMPLE PARTNERS LLC → | RIA / FO | $669M | NEW YORK, NY | CRD 332833 |
| PACIFIC CAPITAL → | RIA / FO | $669M | CORONA, CA | CRD 159294 |