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 6701–6800 (page 68 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| WEALTH CARE LLC → | RIA / FO | $669M | – | CRD 125799 |
| THE OAK RIDGE FINANCIAL SERVICES GROUP, INC → | RIA / FO | $669M | GOLDEN VALLEY, MN | CRD 42941 |
| RADIAL EQUITY PARTNERS LP → | RIA / FO | $669M | NEW YORK, NY | CRD 308513 |
| ASPYRE WEALTH PARTNERS → | RIA / FO | $668M | OVERLAND PARK, KS | CRD 107212 |
| OAKWELL PRIVATE WEALTH MANAGEMENT → | RIA / FO | $668M | AUSTIN, TX | CRD 162096 |
| CAPEVIEW CAPITAL LLP → | RIA / FO | $668M | LONDON | CRD 160092 |
| VERIDAN WEALTH → | RIA / FO | $667M | WEST LINN, OR | CRD 329666 |
| A.W. JONES → | RIA / FO | $667M | NEW YORK, NY | CRD 161260 |
| PERISCOPE EQUITY LLC → | RIA / FO | $667M | CHICAGO, IL | CRD 290326 |
| OPENGATE CAPITAL MANAGEMENT, LLC → | RIA / FO | $667M | NEW YORK, NY | CRD 213518 |
| IRC WEALTH → | RIA / FO | $667M | ATLANTA, GA | CRD 132022 |
| CAYETANO DEVELOPMENT, LLC → | RIA / FO | $667M | AUSTIN, TX | CRD 290076 |
| PRESTIGE WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $666M | FLEMINGTON, NJ | CRD 127381 |
| BLUECHIP WEALTH ADVISORS LLC → | RIA / FO | $666M | MILTON, GA | CRD 150008 |
| BECK BODE LLC → | RIA / FO | $666M | DEDHAM, MA | CRD 282611 |
| HIDDENITE CAPITAL PARTNERS LP → | RIA / FO | $666M | NEW YORK, NY | CRD 309942 |
| BCWM → | RIA / FO | $665M | OVERLAND PARK, KS | CRD 144748 |
| AMERICA FIRST INVESTMENT ADVISORS LLC → | RIA / FO | $665M | OMAHA, NE | CRD 106984 |
| ALTA WEALTH ADVISORS LLC → | RIA / FO | $665M | WOBURN, MA | CRD 293675 |
| ALLEN WEALTH MANAGEMENT, LLC → | RIA / FO | $664M | BOONE, NC | CRD 133038 |
| LOGAN STONE → | RIA / FO | $664M | CHICAGO, IL | CRD 311547 |
| FOCUSED ALPHA, LLC → | RIA / FO | $664M | GREENWOOD VILLAGE, CO | CRD 310591 |
| COMPASS CAPITAL CORPORATION → | RIA / FO | $664M | BRAINTREE, MA | CRD 112323 |
| GKB PARTNERS LLC → | RIA / FO | $663M | – | CRD 298149 |
| RRA CAPITAL → | RIA / FO | $663M | PHOENIX, AZ | CRD 306287 |
| MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC → | RIA / FO | $663M | DALLAS, TX | CRD 115120 |
| CALVERT STREET CAPITAL PARTNERS, INC. → | RIA / FO | $663M | TOWSON, MD | CRD 158096 |
| DILIGENT INVESTORS, LLC → | RIA / FO | $663M | REDLANDS, CA | CRD 158708 |
| CRUDEN BAY INVESTMENT MANAGEMENT, LLC → | RIA / FO | $663M | WESTLAKE VILLAGE, CA | CRD 284787 |
| IRONWOOD FINANCIAL, LLC → | RIA / FO | $663M | TUCSON, AZ | CRD 151004 |
| THREE ARCH WEALTH MANAGEMENT LLC → | RIA / FO | $662M | IRVINE, CA | CRD 333733 |
| HARRELL INVESTMENT PARTNERS, LLC → | RIA / FO | $662M | AUSTIN, TX | CRD 299166 |
| WESTSHORE WEALTH → | RIA / FO | $662M | NEWPORT BEACH, CA | CRD 283843 |
| BARE WEALTH ADVISORS → | RIA / FO | $662M | GAP, PA | CRD 328043 |
| QUATTRO ADVISORS L.L.C. → | RIA / FO | $662M | PITTSBURGH, PA | CRD 146438 |
| ASCEND INVESTMENT PARTNERS → | RIA / FO | $661M | OGDEN, UT | CRD 307667 |
| LEM CAPITAL, L.P. → | RIA / FO | $661M | PHILADELPHIA, PA | CRD 159817 |
| PENDER CAPITAL MANAGEMENT, LLC → | RIA / FO | $661M | DALLAS, TX | CRD 281448 |
| THE GENWEALTH GROUP, INC. → | RIA / FO | $661M | MAPLEWOOD, NJ | CRD 154569 |
| BANORTE ASSET MANAGEMENT, INC. → | RIA / FO | $661M | HOUSTON, TX | CRD 290555 |
| WILLIAMS ASSET MANAGEMENT → | RIA / FO | $661M | COLUMBIA, MD | CRD 338196 |
| RIVERWATER PARTNERS LLC → | RIA / FO | $661M | MILWAUKEE, WI | CRD 283540 |
| TRUVESTMENTS CAPITAL LLC → | RIA / FO | $661M | SARASOTA, FL | CRD 291297 |
| HOLDERNESS INVESTMENTS CO → | RIA / FO | $661M | GREENSBORO, NC | CRD 106530 |
| FOUNDATION WEALTH MANAGEMENT, LLC → | RIA / FO | $661M | CLAYTON, MO | CRD 127134 |
| ST. JAMES INVESTMENT COMPANY, LLC → | RIA / FO | $661M | SOUTHLAKE, TX | CRD 124777 |
| GOODLANDER INVESTMENT MANAGEMENT, LLC → | RIA / FO | $660M | DALLAS, TX | CRD 317830 |
| BETTERWEALTH LLC → | RIA / FO | $660M | SAN JOSE, CA | CRD 226661 |
| NORTHSTAR ASSET MANAGEMENT COMPANY, LLC → | RIA / FO | $660M | BLUE BELL, PA | CRD 328279 |
| ARCHER CAPITAL GROUP MANAGEMENT, LLC → | RIA / FO | $660M | LOS ANGELES, CA | CRD 317047 |
| BUTTONWOOD FINANCIAL GROUP, LLC → | RIA / FO | $659M | KANSAS CITY, MO | CRD 151164 |
| TRADEWINDS, LLC → | RIA / FO | $659M | RALEIGH, NC | CRD 316415 |
| SAINTS CAPITAL → | RIA / FO | $659M | – | CRD 161723 |
| ARIES WEALTH MANAGEMENT, LLC → | RIA / FO | $659M | PORTLAND, ME | CRD 175477 |
| PURUS WEALTH MANAGEMENT, LLC → | RIA / FO | $658M | NEWPORT BEACH, CA | CRD 174490 |
| ASPEN WEALTH MANAGEMENT, LLC → | RIA / FO | $658M | FORT WORTH, TX | CRD 159594 |
| ARBOR WEALTH ADVISORS LLC → | RIA / FO | $658M | TROY, MI | CRD 169570 |
| OPTIMA ASSET MANAGEMENT INC → | RIA / FO | $657M | DALLAS, TX | CRD 106095 |
| SPECTRUM ASSET MANAGEMENT INC → | RIA / FO | $657M | NEWPORT BEACH, CA | CRD 111007 |
| HIGHPOST CAPITAL, LLC → | RIA / FO | $657M | WEST PALM BEACH, FL | CRD 307798 |
| INNOVATIVE WEALTH BUILDING LLC → | RIA / FO | $657M | CALIFORNIA, MD | CRD 314942 |
| WELA FINANCIAL ADVISORY → | RIA / FO | $657M | SAN ANTONIO, TX | CRD 126266 |
| THRIVE CAPITAL MANAGEMENT, LLC → | RIA / FO | $657M | FORT WASHINGTON, PA | CRD 281347 |
| M37 MANAGEMENT LP → | RIA / FO | $656M | MENLO PARK, CA | CRD 332714 |
| POLAR CAPITAL (AMERICA) CORPORATION → | RIA / FO | $656M | TAMPA, FL | CRD 155389 |
| WARREN STREET WEALTH ADVISORS, LLC → | RIA / FO | $656M | IRVINE, CA | CRD 173447 |
| OLD GLORY ASSET MANAGEMENT LLC → | RIA / FO | $656M | MALVERN, PA | CRD 126013 |
| BMB ADVISERS LLC → | RIA / FO | $656M | LOS ANGELES, CA | CRD 118410 |
| ROCK POINT ADVISORS, LLC → | RIA / FO | $656M | BURLINGTON, VT | CRD 130825 |
| MCGOWAN & CO LLP → | RIA / FO | $656M | BRYN MAWR, PA | CRD 108736 |
| ROBINHOOD VENTURES → | RIA / FO | $655M | MENLO PARK, CA | CRD 339165 |
| RBO & CO, LLC → | RIA / FO | $655M | ST. HELENA, CA | CRD 112172 |
| MILESTONE FINANCIAL ASSOCIATES, LLC → | RIA / FO | $654M | MACUNGIE, PA | CRD 336684 |
| CORNELL POCHILY INVESTMENT ADVISORS, INC. → | RIA / FO | $654M | ITHACA, NY | CRD 145355 |
| PW NOVA FINANCIAL SERVICES LLC → | RIA / FO | $654M | NEWTOWN, PA | CRD 333595 |
| RANGE ADVISORY, LLC → | RIA / FO | $654M | MCLEAN, VA | CRD 321969 |
| EAGLE WEALTH STRATEGIES → | RIA / FO | $654M | MULLICA HILL, NJ | CRD 323814 |
| BCU WEALTH ADVISORS, LLC → | RIA / FO | $654M | VERNON HILLS, IL | CRD 164173 |
| COLLABORATIVE WEALTH → | RIA / FO | $653M | LAKE MARY, FL | CRD 142106 |
| RINGS CAPITAL MANAGEMENT LLC → | RIA / FO | $653M | CHICAGO, IL | CRD 166601 |
| COLLEGIATE CAPITAL MANAGEMENT, INC. → | RIA / FO | $653M | RALEIGH, NC | CRD 118205 |
| WESTOVER CAPITAL ADVISORS, LLC → | RIA / FO | $653M | WILMINGTON, DE | CRD 126520 |
| PALISADE INVESTMENTS, LLC → | RIA / FO | $653M | ZEPHYR COVE, NV | CRD 124776 |
| EARLY MCCLINTIC & MCMILLAN, LLC → | RIA / FO | $652M | STAFFORD, TX | CRD 288427 |
| BKM WEALTH MANAGEMENT → | RIA / FO | $652M | BROOKFIELD, WI | CRD 323928 |
| AUSTRALIS PARTNERS (ADVISERS) LLC → | RIA / FO | $652M | NEW YORK, NY | CRD 175505 |
| PROPRIETARY CAPITAL, LLC → | RIA / FO | $652M | DENVER, CO | CRD 125139 |
| OCO CAPITAL PARTNERS LP → | RIA / FO | $652M | NEW YORK, NY | CRD 299461 |
| WEBER ASSET MANAGEMENT, INC. → | RIA / FO | $652M | LAKE SUCCESS, NY | CRD 106267 |
| ADVANCED ASSET MANAGEMENT ADVISORS, INC. → | RIA / FO | $651M | DUBLIN, OH | CRD 119859 |
| SUMMIT CREEK ADVISORS → | RIA / FO | $651M | MINNEAPOLIS, MN | CRD 135496 |
| MONEX ASSET MANAGEMENT, INC. → | RIA / FO | $651M | HOUSTON, TX | CRD 148123 |
| XCELSIOR ADVISOR PARTNERS LLC → | RIA / FO | $651M | – | CRD 334779 |
| ACM MANAGEMENT COMPANY, LLC → | RIA / FO | $650M | PORTLAND, OR | CRD 283037 |
| SHERIDAN PRODUCTION PARTNERS MANAGER III, LLC → | RIA / FO | $650M | HOUSTON, TX | CRD 310572 |
| ROSECLIFF VENTURE MANAGEMENT, LLC → | RIA / FO | $650M | NEW YORK, NY | CRD 300188 |
| JRM INVESTMENT COUNSEL. → | RIA / FO | $649M | – | CRD 138004 |
| MIDWEST PROFESSIONAL PLANNERS, LTD. → | RIA / FO | $649M | WAUSAU, WI | CRD 112995 |
| ESSEX LLC → | RIA / FO | $649M | DEER PARK, IL | CRD 108352 |
| ASSET STRATEGY ADVISORS, LLC → | RIA / FO | $649M | WAYLAND, MA | CRD 139879 |