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 6901–7000 (page 70 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BOLTHOUSE INVESTMENT MANAGEMENT SERVICES → | RIA / FO | $631M | BAKERSFIELD, CA | CRD 148531 |
| HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. → | RIA / FO | $631M | – | CRD 161288 |
| PEAK RETIREMENT PLANNING, INC. → | RIA / FO | $631M | COLUMBUS, OH | CRD 317592 |
| AMERICAN INVESTORS CO → | RIA / FO | $631M | SAN RAMON, CA | CRD 38 |
| STUART INVESTMENT ADVISORS, INC. → | RIA / FO | $631M | AUSTIN, TX | CRD 109995 |
| ACCUVEST GLOBAL ADVISORS, INC. → | RIA / FO | $630M | PROVO, UT | CRD 134096 |
| CORDATUS WEALTH MANAGEMENT LLC → | RIA / FO | $630M | YARDLEY, PA | CRD 282871 |
| DAVIDSON CAPITAL MANAGEMENT, INC → | RIA / FO | $630M | CORPUS CHRISTI, TX | CRD 112232 |
| NEUMANN CAPITAL MANAGEMENT → | RIA / FO | $630M | FOSTER CITY, CA | CRD 112182 |
| ROSEL WEALTH MANAGEMENT, LLC → | RIA / FO | $630M | HIGHLANDS RANCH, CO | CRD 291065 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC → | RIA / FO | $630M | NEW YORK, NY | CRD 163921 |
| SEARLE & CO. → | RIA / FO | $630M | GREENWICH, CT | CRD 13035 |
| ROSE PARK ADVISORS, LLC → | RIA / FO | $630M | BOSTON, MA | CRD 162017 |
| SAGE CAPITAL ADVISORS, LLC → | RIA / FO | $630M | SIOUX FALLS, SD | CRD 136577 |
| PHAROS CAPITAL GROUP, LLC → | RIA / FO | $630M | BRENTWOOD, TN | CRD 158849 |
| LEGACY WEALTH MANAGEMENT, LLC → | RIA / FO | $629M | BOISE, ID | CRD 174767 |
| SOLAS CAPITAL MANAGEMENT, LLC → | RIA / FO | $629M | DARIEN, CT | CRD 159962 |
| CORNERSTONE WEALTH MANAGEMENT → | RIA / FO | $629M | WESTLAKE, OH | CRD 106950 |
| MANATUCK HILL PARTNERS, LLC → | RIA / FO | $629M | WESTPORT, CT | CRD 160689 |
| ARGENTEM CREEK PARTNERS → | RIA / FO | $628M | NEW YORK, NY | CRD 282070 |
| GEM ASSET MANAGEMENT, LLC → | RIA / FO | $628M | PLYMOUTH, MI | CRD 124332 |
| MERIDIAN INVESTMENT ADVISORS, INC. → | RIA / FO | $628M | INDIANAPOLIS, IN | CRD 107593 |
| CAPSHIFT ADVISORS → | RIA / FO | $628M | WEST NEWTON, MA | CRD 309860 |
| FINDEC WEALTH SERVICES, INC. → | RIA / FO | $628M | STOCKTON, CA | CRD 311949 |
| ALJIAN CAPITAL MANAGEMENT → | RIA / FO | $628M | CARSON CITY, NV | CRD 167381 |
| KUTSCHER BENNER BARSNESS & STEVENS, INC. → | RIA / FO | $628M | SEATTLE, WA | CRD 107475 |
| MERIDIAN FINANCIAL PARTNERS LLC → | RIA / FO | $628M | WARRENTON, VA | CRD 281969 |
| CENTRICA WEALTH MANAGEMENT → | RIA / FO | $627M | MIAMI, FL | CRD 335042 |
| ARIADNE WEALTH MANAGEMENT, LP → | RIA / FO | $627M | SANTA BARBARA, CA | CRD 170999 |
| HARVEST GROWTH CAPITAL → | RIA / FO | $627M | – | CRD 327883 |
| DEEPWATER ASSET MANAGEMENT, LLC → | RIA / FO | $627M | MINNEAPOLIS, MN | CRD 316507 |
| WINSLOW ASSET MANAGEMENT INC → | RIA / FO | $627M | BEACHWOOD, OH | CRD 106337 |
| LYNX1 CAPITAL MANAGEMENT LP → | RIA / FO | $627M | DORADO, PR | CRD 310301 |
| CROSSTIMBERS CAPITAL GROUP, LLC → | RIA / FO | $626M | HOUSTON, TX | CRD 285144 |
| EPSILON FINANCIAL GROUP, INC. → | RIA / FO | $626M | FAIRFIELD, CA | CRD 111990 |
| B&C FINANCIAL ADVISORS → | RIA / FO | $626M | PONTE VEDRA BEACH, FL | CRD 110295 |
| WEALTH DIMENSIONS FAMILY OFFICE, INC → | RIA / FO | $626M | CINCINNATI, OH | CRD 266787 |
| RIALTO WEALTH MANAGEMENT → | RIA / FO | $626M | SYRACUSE, NY | CRD 319411 |
| IMPACT CAPITAL PARTNERS LLC → | RIA / FO | $626M | GREENWOOD VILLAGE, CO | CRD 329616 |
| PHRACTION MANAGEMENT LLC → | RIA / FO | $626M | COLCHESTER, CT | CRD 298633 |
| SANDIA INVESTMENT MANAGEMENT LP → | RIA / FO | $625M | BOSTON, MA | CRD 311098 |
| CLIMBER CAPITAL SA → | RIA / FO | $625M | NYON, VAUD | CRD 284784 |
| SOVEREIGN WEALTH ADVISORS LLC → | RIA / FO | $625M | HOUSTON, TX | CRD 188524 |
| PORTFOLIO DESIGN LABS, LLC → | RIA / FO | $625M | ENCINO, CA | CRD 318127 |
| PVG ASSET MANAGEMENT CORP → | RIA / FO | $625M | CENTENNIAL, CO | CRD 105541 |
| BRAVE FAMILY ADVISORS → | RIA / FO | $624M | SUMMIT, NJ | CRD 108512 |
| LOUNTZIS ASSET MANAGEMENT, LLC → | RIA / FO | $624M | WYOMISSING, PA | CRD 118923 |
| RIVERVIEW CAPITAL ADVISERS LLC → | RIA / FO | $624M | BOSTON, MA | CRD 140377 |
| INDUSTRIAL DEVELOPMENT FUNDING LLC → | RIA / FO | $624M | MIAMI BEACH, FL | CRD 298015 |
| PARK LANE ADVISORS, LLC → | RIA / FO | $624M | BIRMINGHAM, AL | CRD 338445 |
| HILL ISLAND FINANCIAL LLC → | RIA / FO | $624M | GRAND RAPIDS, MI | CRD 313469 |
| AXIUS ADVISORS LLC → | RIA / FO | $624M | SAINT CHARLES, MO | CRD 330006 |
| MACHINE INVESTMENT GROUP, LP → | RIA / FO | $624M | NEW YORK, NY | CRD 315219 |
| SHERRILL & HUTCHINS FINANCIAL ADVISORY INC → | RIA / FO | $624M | ATLANTA, GA | CRD 105302 |
| SPP MANAGEMENT SERVICES, LLC → | RIA / FO | $624M | CHARLOTTE, NC | CRD 164078 |
| KELLY FINANCIAL SERVICES LLC → | RIA / FO | $624M | BRAINTREE, MA | CRD 291996 |
| DHJJ FINANCIAL ADVISORS → | RIA / FO | $623M | NAPERVILLE, IL | CRD 107034 |
| FCA CORP → | RIA / FO | $623M | HOUSTON, TX | CRD 110658 |
| NEUMANN ADVISORY HONG KONG LIMITED → | RIA / FO | $623M | HONG KONG | CRD 284666 |
| L2 POINT MANAGEMENT LLC → | RIA / FO | $622M | SAN FRANCISCO, CA | CRD 317924 |
| SHOTEN CAPITAL LP → | RIA / FO | $622M | AUSTIN, TX | CRD 339620 |
| HAPANOWICZ FINANCIAL → | RIA / FO | $622M | PITTSBURGH, PA | CRD 157523 |
| STAPLE STREET CAPITAL → | RIA / FO | $622M | NEW YORK, NY | CRD 173785 |
| MIRABILIS MANAGEMENT COMPANY LLC → | RIA / FO | $622M | – | CRD 316801 |
| GATEWOOD CAPITAL MANAGEMENT LLC → | RIA / FO | $622M | NEW YORK, NY | CRD 282128 |
| H FINANCIAL MANAGEMENT → | RIA / FO | $622M | CANONSBURG, PA | CRD 148209 |
| AVALAN, LLC → | RIA / FO | $622M | SANTA BARBARA, CA | CRD 156109 |
| 12TH STREET ASSET MANAGEMENT → | RIA / FO | $622M | NASHVILLE, TN | CRD 153528 |
| AVISO WEALTH MANAGEMENT → | RIA / FO | $621M | BELLEVUE, WA | CRD 108146 |
| OAK FAMILY ADVISORS, LLC → | RIA / FO | $621M | CHICAGO, IL | CRD 141332 |
| PARALLAXES CAPITAL → | RIA / FO | $621M | LOS ANGELES, CA | CRD 291657 |
| ALTUS WEALTH GROUP, LLC → | RIA / FO | $620M | COLORADO SPRINGS, CO | CRD 287848 |
| CAPITAL ADVISERS, INC. → | RIA / FO | $620M | RALEIGH, NC | CRD 118442 |
| BNA WEALTH → | RIA / FO | $620M | ROCK HILL, SC | CRD 39326 |
| CORUS FAMILY WEALTH ADVISORS, INC. → | RIA / FO | $620M | MCKINNEY, TX | CRD 114702 |
| RED ARTS CAPITAL MANAGEMENT, LLC → | RIA / FO | $619M | CHICAGO, IL | CRD 316396 |
| INNOVATIVE CAPITAL ADVISORS, LLC → | RIA / FO | $619M | CHICAGO, IL | CRD 161281 |
| ALPHA FINANCIAL ADVISORS, LLC → | RIA / FO | $619M | CHARLOTTE, NC | CRD 122545 |
| BANNER CAPITAL MANAGEMENT, LLC → | RIA / FO | $619M | LEHI, UT | CRD 326949 |
| BLUE OCEAN CAPITAL → | RIA / FO | $619M | WEST PALM BEACH, FL | CRD 107833 |
| TACTIVE ADVISORS, LLC → | RIA / FO | $619M | SARASOTA, FL | CRD 309311 |
| TRI-AD CAPITAL MANAGEMENT I, LLC → | RIA / FO | $619M | ESCONDIDO, CA | CRD 324364 |
| MERITAS WEALTH MANAGEMENT, LLC → | RIA / FO | $619M | SAN RAFAEL, CA | CRD 148565 |
| SANCUS CAPITAL MANAGEMENT LP → | RIA / FO | $619M | LOS ANGELES, CA | CRD 157121 |
| ALEXANDER LABRUNERIE & CO., INC. → | RIA / FO | $619M | COLUMBIA, MO | CRD 117153 |
| WHITE OAKS WEALTH ADVISORS, INC. → | RIA / FO | $618M | MINNEAPOLIS, MN | CRD 173522 |
| WHEELER RETIREMENT PLANS LLC → | RIA / FO | $618M | DULUTH, MN | CRD 327889 |
| STEADTRUST → | RIA / FO | $618M | – | CRD 334416 |
| AERIE ADVISORY GROUP LLC → | RIA / FO | $618M | GIG HARBOR, WA | CRD 333610 |
| RIVERMONT CAPITAL MANAGEMENT LP → | RIA / FO | $618M | NEW YORK, NY | CRD 311888 |
| HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC → | RIA / FO | $618M | NEW ORLEANS, LA | CRD 301715 |
| REGIS METRO ASSOCIATES, INC. → | RIA / FO | $618M | SAN FRANCISCO, CA | CRD 160859 |
| CAPITAL PLANNING, LLC → | RIA / FO | $618M | BELLEVUE, WA | CRD 169470 |
| SALING WEALTH ADVISORS → | RIA / FO | $618M | LOUISVILLE, KY | CRD 283226 |
| DI INVESTMENT MANAGEMENT LP → | RIA / FO | $618M | DALLAS, TX | CRD 318069 |
| HUSSMAN STRATEGIC ADVISORS INC → | RIA / FO | $617M | ELLICOTT CITY, MD | CRD 109400 |
| EQ WEALTH ADVISORS → | RIA / FO | $617M | DALLAS, TX | CRD 322294 |
| CLEAR WAVE WEALTH MANAGEMENT, LLC → | RIA / FO | $617M | RED BANK, NJ | CRD 338582 |
| WEST WEALTH GROUP, LLC → | RIA / FO | $617M | IRVINE, CA | CRD 316644 |
| GREENBUSH FINANCIAL GROUP, LLC → | RIA / FO | $617M | ALBANY, NY | CRD 125500 |