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 601–700 (page 7 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC → | RIA / FO | $33.5B | STAMFORD, CT | CRD 283004 |
| SONA ASSET MANAGEMENT (US) LLC → | RIA / FO | $33.5B | NEW YORK, NY | CRD 291738 |
| BNY MELLON ADVISORS, INC. → | RIA / FO | $33.5B | NEW YORK, NY | CRD 106108 |
| ECP → | RIA / FO | $33.4B | SUMMIT, NJ | CRD 155020 |
| D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. → | RIA / FO | $33.4B | NEW YORK, NY | CRD 135284 |
| REDDING RIDGE ASSET MANAGEMENT LLC → | RIA / FO | $33.3B | NEW YORK, NY | CRD 283058 |
| THE PUTNAM ADVISORY COMPANY, LLC → | RIA / FO | $33.2B | BOSTON, MA | CRD 106631 |
| STEPSTONE GROUP REAL ASSETS LP → | RIA / FO | $33.1B | LA JOLLA, CA | CRD 281695 |
| BRIGADE CAPITAL MANAGEMENT, LP → | RIA / FO | $33.0B | NEW YORK, NY | CRD 144078 |
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY → | RIA / FO | $32.9B | HOUSTON, TX | CRD 104561 |
| FIRST SENTIER INVESTORS (HONG KONG) LIMITED → | RIA / FO | $32.9B | HONG KONG | CRD 281553 |
| 26NORTH → | RIA / FO | $32.7B | NEW YORK, NY | CRD 322923 |
| FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED → | RIA / FO | $32.5B | HONG KONG | CRD 148045 |
| ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC → | RIA / FO | $32.5B | LOS ANGELES, CA | CRD 159050 |
| JAIN GLOBAL LLC → | RIA / FO | $32.4B | NEW YORK, NY | CRD 330309 |
| SVB ASSET MANAGEMENT → | RIA / FO | $32.3B | SAN FRANCISCO, CA | CRD 124567 |
| SEQUOIA FINANCIAL GROUP, L.L.C. → | RIA / FO | $32.2B | AKRON, OH | CRD 117756 |
| HARDING LOEVNER LP → | RIA / FO | $32.1B | BRIDGEWATER, NJ | CRD 104543 |
| EAGLE STRATEGIES LLC → | RIA / FO | $32.0B | NEW YORK, NY | CRD 110826 |
| FIRST PACIFIC ADVISORS, LP → | RIA / FO | $32.0B | EL SEGUNDO, CA | CRD 141823 |
| MAGNETAR FINANCIAL LLC → | RIA / FO | $32.0B | EVANSTON, IL | CRD 136045 |
| TWENTYFOUR ASSET MANAGEMENT LLP → | RIA / FO | $31.8B | LONDON | CRD 335919 |
| GOLDMAN SACHS WEALTH SERVICES, L.P. → | RIA / FO | $31.7B | COHOES, NY | CRD 106693 |
| LUTHER KING CAPITAL MANAGEMENT CORPORATION → | RIA / FO | $31.5B | FORT WORTH, TX | CRD 110093 |
| CONSTELLATION INVESTMENTS, INC. → | RIA / FO | $31.5B | MONTGOMERY, OH | CRD 107528 |
| BRIGADE CAPITAL UK LLP → | RIA / FO | $31.3B | LONDON | CRD 173947 |
| INVESCO MANAGED ACCOUNTS, LLC → | RIA / FO | $31.3B | SEATTLE, WA | CRD 154461 |
| MUZINICH & CO., INC. → | RIA / FO | $31.3B | NEW YORK, NY | CRD 22998 |
| AFFINIUS CAPITAL LLC → | RIA / FO | $31.1B | SAN ANTONIO, TX | CRD 316030 |
| TOUCHSTONE ADVISORS INC → | RIA / FO | $31.1B | CINCINNATI, OH | CRD 107028 |
| BC PARTNERS PE L.P. → | RIA / FO | $31.1B | NEW YORK, NY | CRD 333698 |
| TIEDEMANN ADVISORS, LLC → | RIA / FO | $31.0B | NEW YORK, NY | CRD 147189 |
| L CATTERTON → | RIA / FO | $30.8B | GREENWICH, CT | CRD 157428 |
| ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED → | RIA / FO | $30.8B | LONDON | CRD 132377 |
| TJC LP → | RIA / FO | $30.8B | NEW YORK, NY | CRD 160313 |
| BLACKROCK INTERNATIONAL LIMITED → | RIA / FO | $30.8B | EDINBURGH | CRD 106843 |
| BLACKSTONE CLO MANAGEMENT LLC → | RIA / FO | $30.7B | NEW YORK, NY | CRD 304307 |
| PTMA INVESTMENT ADVISORS → | RIA / FO | $30.6B | NAPERVILLE, IL | CRD 301973 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC → | RIA / FO | $30.5B | NEW HAVEN, CT | CRD 174129 |
| 40/86 ADVISORS, INC. → | RIA / FO | $30.5B | CARMEL, IN | CRD 107740 |
| MARATHON ASSET MANAGEMENT, L.P. → | RIA / FO | $30.5B | NEW YORK, NY | CRD 124613 |
| PALOMA PARTNERS MANAGEMENT COMPANY → | RIA / FO | $30.3B | GREENWICH, CT | CRD 138460 |
| PNC WEALTH MANAGEMENT → | RIA / FO | $30.3B | PITTSBURGH, PA | CRD 129052 |
| &PARTNERS → | RIA / FO | $30.3B | NASHVILLE, TN | CRD 3767 |
| FULLER & THALER ASSET MANAGEMENT INC → | RIA / FO | $30.3B | SAN MATEO, CA | CRD 107033 |
| INNOVATOR CAPITAL MANAGEMENT, LLC → | RIA / FO | $30.2B | WHEATON, IL | CRD 287718 |
| PSG EQUITY L.L.C. → | RIA / FO | $30.2B | BOSTON, MA | CRD 295103 |
| HB WEALTH → | RIA / FO | $30.2B | ATLANTA, GA | CRD 316731 |
| ONEX CREDIT PARTNERS, LLC → | RIA / FO | $30.1B | ENGLEWOOD CLIFFS, NJ | CRD 138941 |
| DAVIS SELECTED ADVISERS LP → | RIA / FO | $30.1B | TUCSON, AZ | CRD 108674 |
| BTG PACTUAL ASSET MANAGEMENT US , LLC → | RIA / FO | $30.1B | NEW YORK, NY | CRD 152538 |
| GOTHAM ASSET MANAGEMENT, LLC → | RIA / FO | $30.0B | NEW YORK, NY | CRD 149335 |
| ADVANCED CAPITAL GROUP → | RIA / FO | $30.0B | MINNEAPOLIS, MN | CRD 109673 |
| APOLLO CREDIT MANAGEMENT, LLC → | RIA / FO | $30.0B | NEW YORK, NY | CRD 156115 |
| WAVERLY ADVISORS, LLC → | RIA / FO | $29.8B | BIRMINGHAM, AL | CRD 115332 |
| BEACH POINT CAPITAL MANAGEMENT LP → | RIA / FO | $29.8B | SANTA MONICA, CA | CRD 148885 |
| ETF ARCHITECT → | RIA / FO | $29.7B | NEWTOWN SQUARE, PA | CRD 171412 |
| JPMORGAN ALTERNATIVE ASSET MANAGEMENT → | RIA / FO | $29.7B | NEW YORK, NY | CRD 20989 |
| EPOCH INVESTMENT PARTNERS, INC. → | RIA / FO | $29.7B | NEW YORK, NY | CRD 131556 |
| FRANKLIN TEMPLETON INSTITUTIONAL, LLC → | RIA / FO | $29.6B | NEW YORK, NY | CRD 117384 |
| DIAMOND HILL CAPITAL MANAGEMENT INC → | RIA / FO | $29.4B | COLUMBUS, OH | CRD 110638 |
| INVESCO SENIOR SECURED MANAGEMENT, INC. → | RIA / FO | $29.4B | NEW YORK, NY | CRD 107590 |
| VOLEON CAPITAL MANAGEMENT LP → | RIA / FO | $29.4B | BERKELEY, CA | CRD 147443 |
| CORNERSTONE PARTNERS → | RIA / FO | $29.3B | CHARLOTTESVILLE, VA | CRD 311296 |
| NEUBERGER BERMAN SINGAPORE PTE. LIMITED → | RIA / FO | $29.3B | SINGAPORE | CRD 167947 |
| VALIC FINANCIAL ADVISORS, INC. → | RIA / FO | $29.2B | HOUSTON, TX | CRD 42803 |
| PARTNERS GROUP (USA) INC. → | RIA / FO | $29.1B | NEW YORK, NY | CRD 145228 |
| WAFRA INC. → | RIA / FO | $29.0B | NEW YORK, NY | CRD 108673 |
| ADDENDA CAPITAL → | RIA / FO | $29.0B | MONTREAL, QUEBEC | CRD 137034 |
| AMERITAS INVESTMENT PARTNERS, INC. → | RIA / FO | $29.0B | LINCOLN, NE | CRD 109381 |
| BERKSHIRE PARTNERS LLC → | RIA / FO | $29.0B | BOSTON, MA | CRD 160675 |
| COLLER INVESTMENT MANAGEMENT LTD → | RIA / FO | $29.0B | ST. PETER PORT | CRD 111035 |
| DBX ADVISORS LLC → | RIA / FO | $29.0B | NEW YORK, NY | CRD 154558 |
| QUADRATURE US INC. → | RIA / FO | $28.8B | NEW YORK, NY | CRD 332328 |
| QUANTUM CAPITAL GROUP → | RIA / FO | $28.8B | HOUSTON, TX | CRD 174733 |
| DIAMETER CAPITAL PARTNERS LP → | RIA / FO | $28.8B | NEW YORK, NY | CRD 289307 |
| THIRD POINT LLC → | RIA / FO | $28.7B | NEW YORK, NY | CRD 137927 |
| WINSLOW CAPITAL MANAGEMENT LLC → | RIA / FO | $28.7B | MINNEAPOLIS, MN | CRD 106940 |
| ATLANTA CAPITAL → | RIA / FO | $28.6B | ATLANTA, GA | CRD 116719 |
| HPS ADVISORS, LLC → | RIA / FO | $28.5B | NEW YORK, NY | CRD 324983 |
| FIRST SENTIER INVESTORS (IRELAND) LIMITED → | RIA / FO | $28.5B | DUBLIN 2 | CRD 304423 |
| ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED → | RIA / FO | $28.5B | LONDON | CRD 158022 |
| SAGE ADVISORY SERVICES LTD CO → | RIA / FO | $28.4B | AUSTIN, TX | CRD 106236 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC → | RIA / FO | $28.3B | NEW YORK, NY | CRD 118333 |
| BENEFIT STREET PARTNERS L.L.C. → | RIA / FO | $28.3B | NEW YORK, NY | CRD 158672 |
| PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC → | RIA / FO | $28.2B | NEW YORK, NY | CRD 171026 |
| BAKER BROTHERS INVESTMENTS → | RIA / FO | $28.1B | NEW YORK, NY | CRD 158149 |
| AXIOM INVESTORS → | RIA / FO | $28.1B | GREENWICH, CT | CRD 109605 |
| JACOBS LEVY EQUITY MANAGEMENT → | RIA / FO | $28.0B | FLORHAM PARK, NJ | CRD 107022 |
| ARINI CAPITAL MANAGEMENT US LLC → | RIA / FO | $28.0B | NEW YORK, NY | CRD 331263 |
| MORRISON US, LLC → | RIA / FO | $28.0B | WELLINGTON | CRD 315983 |
| RESEARCH AFFILIATES → | RIA / FO | $27.8B | NEWPORT BEACH, CA | CRD 120440 |
| ANCHORAGE CAPITAL ADVISORS, L.P. → | RIA / FO | $27.8B | NEW YORK, NY | CRD 328998 |
| THE PALISADES GROUP, LLC → | RIA / FO | $27.8B | AUSTIN, TX | CRD 165609 |
| TOWERBROOK CAPITAL PARTNERS → | RIA / FO | $27.7B | NEW YORK, NY | CRD 155730 |
| BREGAL INVESTMENTS, INC. → | RIA / FO | $27.5B | NEW YORK, NY | CRD 285006 |
| AAM → | RIA / FO | $27.5B | CHICAGO, IL | CRD 109875 |
| THE BALDWIN GROUP WEALTH ADVISORS, LLC → | RIA / FO | $27.3B | TAMPA, FL | CRD 312284 |
| KIRKOSWALD ASSET MANAGEMENT LLC → | RIA / FO | $27.2B | NEW YORK, NY | CRD 298735 |
| HRTG GPE, LLC → | RIA / FO | $27.1B | WILSON, WY | CRD 157389 |