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 6801–6900 (page 69 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| DALE K. EHRHART, INC. → | RIA / FO | $649M | VENICE, FL | CRD 35971 |
| REAP FINANCIAL GROUP, LLC → | RIA / FO | $648M | AUSTIN, TX | CRD 144560 |
| FAMILY OFFICE RESEARCH, LLC → | RIA / FO | $648M | BETHESDA, MD | CRD 144136 |
| 5C CAPITAL MANAGEMENT, LLC → | RIA / FO | $648M | WOODCLIFF LAKE, NJ | CRD 284213 |
| POWELL INVESTMENT ADVISORS, LLC → | RIA / FO | $648M | MIAMI, FL | CRD 160333 |
| ARIXA MANAGEMENT, LLC → | RIA / FO | $648M | LOS ANGELES, CA | CRD 336603 |
| ALTUM CAPITAL MANAGEMENT, LLC → | RIA / FO | $648M | NEW YORK, NY | CRD 160123 |
| PIER CAPITAL, LLC → | RIA / FO | $648M | STAMFORD, CT | CRD 131212 |
| BOSTON STANDARD WEALTH MANAGEMENT, LLC → | RIA / FO | $648M | WINCHESTER, MA | CRD 156452 |
| STANDARD GENERAL L.P. → | RIA / FO | $647M | NEW YORK, NY | CRD 151831 |
| ACT TWO INVESTORS LLC → | RIA / FO | $647M | – | CRD 294046 |
| GUARDIAN POINT CAPITAL, LP → | RIA / FO | $646M | CHARLOTTESVILLE, VA | CRD 165053 |
| PEAKVIEW CAPITAL → | RIA / FO | $646M | MENLO PARK, CA | CRD 305663 |
| SSW PARTNERS → | RIA / FO | $646M | NEW YORK, NY | CRD 325761 |
| GPB CAPITAL HOLDINGS, LLC → | RIA / FO | $646M | GREENWICH, CT | CRD 169825 |
| LEGACY WEALTH PARTNERS, LLC → | RIA / FO | $646M | LAKEWOOD, CO | CRD 333032 |
| MCGINTY ROAD PARTNERS, LP → | RIA / FO | $646M | MINNETONKA, MN | CRD 290390 |
| KITCHING PARTNERS, LLC → | RIA / FO | $646M | CONSHOHOCKEN, PA | CRD 325042 |
| CAMBRIDGE FINANCIAL GROUP, LLC → | RIA / FO | $646M | TUCSON, AZ | CRD 117428 |
| TRIUMPH CAPITAL MANAGEMENT → | RIA / FO | $646M | DENVER, CO | CRD 282814 |
| SHANKERVALLEAU WEALTH ADVISORS, INC. → | RIA / FO | $645M | SKOKIE, IL | CRD 117527 |
| DAFNA CAPITAL MANAGEMENT, LLC → | RIA / FO | $645M | LOS ANGELES, CA | CRD 129053 |
| DWM ASSET MANAGEMENT, LLC → | RIA / FO | $645M | STAMFORD, CT | CRD 143224 |
| SPICEWOOD MINERAL MANAGEMENT, LLC → | RIA / FO | $645M | DALLAS, TX | CRD 310323 |
| 1808 CAPITAL PARTNERS → | RIA / FO | $645M | GREENSBORO, NC | CRD 332702 |
| ELDRED ROCK PARTNERS, LLC → | RIA / FO | $644M | SAN ANTONIO, TX | CRD 316401 |
| BUCKLEY WEALTH → | RIA / FO | $644M | LAS VEGAS, NV | CRD 285823 |
| HERON BAY CAPITAL MANAGEMENT → | RIA / FO | $644M | BLOOMFIELD HILLS, MI | CRD 305537 |
| RICHARDS MERRILL WEALTH MANAGEMENT → | RIA / FO | $644M | SPOKANE, WA | CRD 713 |
| CADENT ENERGY PARTNERS → | RIA / FO | $644M | RYE BROOK, NY | CRD 157559 |
| KARYA CAPITAL MANAGEMENT LP → | RIA / FO | $643M | NEW YORK, NY | CRD 160413 |
| HERITAGE WEALTH MANAGEMENT, INC. → | RIA / FO | $643M | SAN DIEGO, CA | CRD 316956 |
| HEDONOVA ADVISORS LLC → | RIA / FO | $643M | POST FALLS, ID | CRD 324941 |
| CURASSET CAPITAL MANAGEMENT, LLC → | RIA / FO | $643M | NEWARK, NJ | CRD 316522 |
| CHATHAM WEALTH MANAGEMENT → | RIA / FO | $643M | CHATHAM, NJ | CRD 111987 |
| SIGHTLINE PARTNERS LLC → | RIA / FO | $643M | BLOOMINGTON, MN | CRD 162629 |
| CHAPIN DAVIS ASSET MANAGEMENT → | RIA / FO | $643M | BALTIMORE, MD | CRD 28116 |
| EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC → | RIA / FO | $643M | PORTLAND, OR | CRD 182520 |
| ABACUS FCF ADVISORS LLC → | RIA / FO | $643M | ORLANDO, FL | CRD 135152 |
| REGENCY WEALTH MANAGEMENT → | RIA / FO | $643M | RAMSEY, NJ | CRD 131208 |
| THE FINANCIAL RESOURCE CENTER → | RIA / FO | $642M | CARMEL, IN | CRD 316747 |
| JONES HILL CAPITAL LP → | RIA / FO | $642M | NEW YORK, NY | CRD 339686 |
| ARJUNA CAPITAL, LLC → | RIA / FO | $642M | MANCHESTER, MA | CRD 283713 |
| KABR MANAGEMENT, LLC → | RIA / FO | $642M | ENGLEWOOD, NJ | CRD 175409 |
| GRANITE HARBOR ADVISORS, INC. → | RIA / FO | $642M | HOUSTON, TX | CRD 179523 |
| SHAKESPEARE WEALTH MANAGEMENT, LLC → | RIA / FO | $642M | PEWAUKEE, WI | CRD 111950 |
| WOODWARD FINANCIAL ADVISORS, INC. → | RIA / FO | $641M | CHAPEL HILL, NC | CRD 150641 |
| PHOENIX WEALTH ADVISORS INC. → | RIA / FO | $641M | CHAPEL HILL, NC | CRD 118412 |
| EVE PARTNERS → | RIA / FO | $641M | PONTE VEDRA BEACH, FL | CRD 307661 |
| SINGLE POINT PARTNERS → | RIA / FO | $641M | BOSTON, MA | CRD 163793 |
| RIVERSTONE ADVISORS, LLC → | RIA / FO | $641M | – | CRD 130346 |
| RIGGS ASSET MANAGEMENT CO INC → | RIA / FO | $640M | DALLAS, PA | CRD 107233 |
| MWA FINANCIAL SERVICES, INC. → | RIA / FO | $640M | ROCK ISLAND, IL | CRD 112630 |
| HIGHLAND FINANCIAL ADVISORS, LLC → | RIA / FO | $640M | WAYNE, NJ | CRD 125838 |
| LIBRA WEALTH LLC → | RIA / FO | $640M | LOS GATOS, CA | CRD 288098 |
| THE WATCHMAN GROUP, INC. → | RIA / FO | $640M | PLANO, TX | CRD 133690 |
| MURPHY POHLAD ASSET MANAGEMENT LLC → | RIA / FO | $640M | EDEN PRAIRIE, MN | CRD 109973 |
| OLYMPIAD RESEARCH LP → | RIA / FO | $640M | STAMFORD, CT | CRD 304420 |
| CONCORD ASSET MANAGEMENT, LLC → | RIA / FO | $639M | ABINGDON, VA | CRD 310710 |
| TCFG INVESTMENT ADVISORS, LLC → | RIA / FO | $639M | LAGUNA NIGUEL, CA | CRD 166606 |
| CONSEQUENT CAPITAL MANAGEMENT, LLC → | RIA / FO | $639M | ATLANTA, GA | CRD 285262 |
| NORTHEAST ADVISERS, INC. → | RIA / FO | $639M | PAOLI, PA | CRD 108835 |
| SK WEALTH MANAGEMENT, LLC → | RIA / FO | $639M | PROVIDENCE, RI | CRD 109114 |
| BELLATORE FINANCIAL, INC. → | RIA / FO | $639M | THE WOODLANDS, TX | CRD 143543 |
| ACUMEN WEALTH ADVISORS, LLC → | RIA / FO | $638M | CHATTANOOGA, TN | CRD 282565 |
| COLORADO CAPITAL MANAGEMENT → | RIA / FO | $638M | BOULDER, CO | CRD 114011 |
| HEMSLEY ADVISORS, LTD. → | RIA / FO | $638M | CHICAGO, IL | CRD 106414 |
| SCOTT & SELBER, INC. CAPITAL MANAGEMENT → | RIA / FO | $638M | HOUSTON, TX | CRD 105523 |
| RESOURCE FINANCIAL GROUP, LTD. → | RIA / FO | $637M | WILMETTE, IL | CRD 119833 |
| SOUTHERN CAPITAL ADVISORS, LLC → | RIA / FO | $637M | JACKSON, TN | CRD 292275 |
| TIMBER CREEK CAPITAL MANAGEMENT, LLC → | RIA / FO | $637M | BOSTON, MA | CRD 146220 |
| VENTURE INVESTMENT ASSOCIATES → | RIA / FO | $637M | PEAPACK, NJ | CRD 160002 |
| WEST ADVISORS, INC. → | RIA / FO | $637M | – | CRD 157236 |
| ROCK ISLAND CAPITAL → | RIA / FO | $637M | OAK BROOK, IL | CRD 161623 |
| CROW'S NEST HOLDINGS LP → | RIA / FO | $637M | RICHMOND, VA | CRD 316652 |
| 503 CAPITAL PARTNERS, LLC → | RIA / FO | $636M | LEAWOOD, KS | CRD 327580 |
| KARMEL CAPITAL MANAGEMENT LLC → | RIA / FO | $636M | SOLANA BEACH, CA | CRD 307701 |
| MERRITT POINT PARTNERS LLC → | RIA / FO | $636M | OAKLAND, CA | CRD 298680 |
| FISCHER FINANCIAL SERVICES INC → | RIA / FO | $636M | HARRISBURG, PA | CRD 104616 |
| THE ROXBOROUGH GROUP → | RIA / FO | $636M | SAN FRANCISCO, CA | CRD 310949 |
| ROWLAND MILLER + PARTNERS LLC → | RIA / FO | $636M | ATLANTA, GA | CRD 226629 |
| EMPOWER FINANCIAL ADVISORY, LLC → | RIA / FO | $636M | GLASTONBURY, CT | CRD 313968 |
| HILLTOP WEALTH ADVISORS, LLC → | RIA / FO | $636M | CHAPEL HILL, NC | CRD 283014 |
| FIRE CAPITAL MANAGEMENT, LLC → | RIA / FO | $635M | – | CRD 299218 |
| CLARE MARKET INVESTMENTS, LLC → | RIA / FO | $635M | DALLAS, TX | CRD 217515 |
| NORTHWEST FINANCIAL SERVICES INC → | RIA / FO | $635M | INDIANAPOLIS, IN | CRD 106805 |
| UNION GROVE VENTURE PARTNERS → | RIA / FO | $635M | SUMMIT, NJ | CRD 170880 |
| STANLEY CAPITAL MANAGEMENT, LLC → | RIA / FO | $635M | HOUSTON, TX | CRD 156468 |
| SIMCOE CAPITAL MANAGEMENT, LLC → | RIA / FO | $634M | NEW YORK, NY | CRD 161985 |
| THE SALVETTI GROUP → | RIA / FO | $634M | SACRAMENTO, CA | CRD 324974 |
| VISION RETIREMENT → | RIA / FO | $634M | RIDGEWOOD, NJ | CRD 173064 |
| WJ INTERESTS, LLC → | RIA / FO | $634M | SUGAR LAND, TX | CRD 114381 |
| KICKSTAND WEALTH ADVISORS → | RIA / FO | $633M | PITTSFORD, NY | CRD 327022 |
| KENNEDY INVESTMENT GROUP → | RIA / FO | $633M | WEST DEPTFORD, NJ | CRD 322605 |
| CAPVISOR ASSOCIATES, LLC → | RIA / FO | $633M | – | CRD 289154 |
| SMART WEALTH, LLC → | RIA / FO | $632M | OMAHA, NE | CRD 315496 |
| VICKERMAN INVESTMENT ADVISORS, INC. → | RIA / FO | $632M | SPOKANE, WA | CRD 313240 |
| CARLSON FINANCIAL → | RIA / FO | $632M | TOPEKA, KS | CRD 295907 |
| FORTEM FINANCIAL GROUP, LLC → | RIA / FO | $632M | PALM DESERT, CA | CRD 291662 |
| VIZCAYA CAPITAL, LLC → | RIA / FO | $631M | MIAMI, FL | CRD 170518 |