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 7001–7100 (page 71 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| HILLTOP WEALTH & TAX SOLUTIONS → | RIA / FO | $616M | MISHAWAKA, IN | CRD 290981 |
| GREY LEDGE ADVISORS, LLC → | RIA / FO | $616M | GUILFORD, CT | CRD 124867 |
| STOLPER & CO., INC. → | RIA / FO | $616M | SAN DIEGO, CA | CRD 6911 |
| FMB WEALTH MANAGEMENT → | RIA / FO | $616M | WESTLAKE VILLAGE, CA | CRD 122309 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC → | RIA / FO | $616M | NEW YORK, NY | CRD 163722 |
| TREVIAN WEALTH MANAGEMENT, LLC → | RIA / FO | $616M | – | CRD 174412 |
| NINE THIRTY CAPITAL MANAGEMENT, LLC → | RIA / FO | $615M | NEW YORK, NY | CRD 130545 |
| FREEDOM DAY SOLUTIONS, LLC → | RIA / FO | $615M | HOUSTON, TX | CRD 138962 |
| MEANINGFUL PARTNERS LLC → | RIA / FO | $615M | EL SEGUNDO, CA | CRD 306169 |
| H.I.G. WHITEHORSE ADVISERS, LLC → | RIA / FO | $615M | MIAMI, FL | CRD 164905 |
| ENVOY ADVISORY INC. → | RIA / FO | $615M | COLORADO SPRINGS, CO | CRD 306559 |
| FINANCIAL ALTERNATIVES, INC. → | RIA / FO | $615M | LA JOLLA, CA | CRD 108245 |
| MYSTIC ASSET MANAGEMENT → | RIA / FO | $615M | WARWICK, RI | CRD 170361 |
| LISC FUND MANAGEMENT, LLC → | RIA / FO | $615M | NEW YORK, NY | CRD 304733 |
| DARWIN WEALTH MANAGEMENT → | RIA / FO | $614M | TAMPA, FL | CRD 166585 |
| ZEGA INVESTMENTS, LLC → | RIA / FO | $614M | PALM BEACH GARDENS, FL | CRD 330428 |
| BLUE OWL STRATEGIC EQUITY ADVISORS LLC → | RIA / FO | $614M | NEW YORK, NY | CRD 325958 |
| SAFE HARBOR FAMILY CAPITAL, LLC → | RIA / FO | $614M | CHAPEL HILL, NC | CRD 317547 |
| ELMIND CAPITAL LP → | RIA / FO | $614M | – | CRD 333910 |
| TURAS CAPITAL MANAGEMENT → | RIA / FO | $614M | BOSTON, MA | CRD 336516 |
| SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC → | RIA / FO | $613M | WAYNE, PA | CRD 317836 |
| AUCTUS ADVISORS LLC → | RIA / FO | $613M | CHARLOTTE, NC | CRD 289489 |
| CAPITAL A WEALTH MANAGEMENT → | RIA / FO | $613M | CRANBERRY TWP., PA | CRD 328863 |
| NOVI WEALTH PARTNERS → | RIA / FO | $613M | PRINCETON, NJ | CRD 166539 |
| WOLFF FINANCIAL MANAGEMENT LLC → | RIA / FO | $613M | KALAMAZOO, MI | CRD 283239 |
| ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC → | RIA / FO | $612M | NEW YORK, NY | CRD 163428 |
| WEALTH WATCH ADVISORS, INC → | RIA / FO | $612M | ENGLEWOOD, CO | CRD 172002 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $612M | – | CRD 145682 |
| QUARTZ PARTNERS INVESTMENT MANAGEMENT → | RIA / FO | $612M | SARATOGA SPRINGS, NY | CRD 174327 |
| CATALUR CAPITAL MANAGEMENT, LP → | RIA / FO | $612M | NEW YORK, NY | CRD 307830 |
| MULHOLLAND WEALTH ADVISORS, LLC → | RIA / FO | $612M | SCOTTSDALE, AZ | CRD 282408 |
| HIGHMARK WEALTH MANAGEMENT LLC → | RIA / FO | $612M | ST. PAUL, MN | CRD 164790 |
| FINANCIAL SECURITY MANAGEMENT, INC → | RIA / FO | $612M | LAKEWOOD, CO | CRD 116570 |
| STEFFES FINANCIAL, LTD → | RIA / FO | $611M | OVERLAND PARK, KS | CRD 134530 |
| ARBOR TRUST WEALTH ADVISORS, LLC → | RIA / FO | $611M | ANN ARBOR, MI | CRD 169611 |
| PEREGRINE ASSET ADVISERS, INC. → | RIA / FO | $611M | PORTLAND, OR | CRD 115738 |
| FINANCIAL PLANS & STRATEGIES, INC. → | RIA / FO | $611M | GREENWOOD, IN | CRD 123793 |
| VISTA INVESTMENT PARTNERS LLC → | RIA / FO | $611M | OKLAHOMA CITY, OK | CRD 286014 |
| WEINAND FINANCIAL, INC. → | RIA / FO | $610M | LACEY, WA | CRD 328590 |
| AMERRA CAPITAL MANAGEMENT, LLC → | RIA / FO | $610M | ENGLEWOOD, NJ | CRD 155860 |
| WISE PLANNING, INC. → | RIA / FO | $610M | – | CRD 123821 |
| SOAPSTONE MANAGEMENT L.P. → | RIA / FO | $610M | BETHESDA, MD | CRD 162936 |
| HOOPOE ADVISORS → | RIA / FO | $610M | BOSTON, MA | CRD 282573 |
| KEELER & NADLER FAMILY WEALTH → | RIA / FO | $610M | DUBLIN, OH | CRD 173079 |
| STONEMARK WEALTH MANAGEMENT → | RIA / FO | $610M | PASADENA, CA | CRD 158413 |
| WOODWARD DIVERSIFIED CAPITAL, LLC → | RIA / FO | $610M | BAKERSFIELD, CA | CRD 306299 |
| ENDOWMENT WEALTH MANAGEMENT, INC. → | RIA / FO | $609M | APPLETON, WI | CRD 108652 |
| CORNERSTONE WEALTH ADVISORS, INC. → | RIA / FO | $609M | EDINA, MN | CRD 124947 |
| J. STERN & CO., LLC → | RIA / FO | $609M | NEW YORK CITY, NY | CRD 326509 |
| CENTRAL FAMILY ADVISORS, LLC → | RIA / FO | $608M | NEW YORK, NY | CRD 283995 |
| ROSE CAPITAL ADVISORS, LLC → | RIA / FO | $608M | MIAMI BEACH, FL | CRD 173054 |
| BEACON HARBOR WEALTH ADVISORS → | RIA / FO | $608M | VIRGINIA BEACH, VA | CRD 300243 |
| INLET PRIVATE WEALTH, LLC → | RIA / FO | $608M | JUPITER, FL | CRD 297154 |
| MERCHANTS INVESTMENT PARTNERS, LLC → | RIA / FO | $608M | NEW YORK, NY | CRD 314794 |
| GRADIENT WEALTH MANAGEMENT → | RIA / FO | $608M | ARDEN HILLS, MN | CRD 127701 |
| IRONWOOD WEALTH MANAGEMENT, LLC → | RIA / FO | $608M | CHANDLER, AZ | CRD 200511 |
| ARCAPITA INVESTMENT MANAGEMENT US INC. → | RIA / FO | $607M | ATLANTA, GA | CRD 168148 |
| DRAKE & ASSOCIATES, LLC → | RIA / FO | $607M | WAUKESHA, WI | CRD 154854 |
| THE ENTERPRISE INVESTMENT COMPANY → | RIA / FO | $607M | FARMINGTON HILLS, MI | CRD 116889 |
| DREXEL MORGAN & CO. → | RIA / FO | $607M | RADNOR, PA | CRD 151053 |
| TRINITY INVESTORS FUND ADVISORS, LLC → | RIA / FO | $607M | SOUTHLAKE, TX | CRD 314603 |
| COGENTBLUE → | RIA / FO | $606M | KNOXVILLE, TN | CRD 312899 |
| CANARAS CAPITAL MANAGEMENT, LLC → | RIA / FO | $606M | NEW YORK, NY | CRD 142766 |
| CALDWELL SUTTER CAPITAL, INC. → | RIA / FO | $606M | SAUSALITO, CA | CRD 10489 |
| PROSTATIS FINANCIAL ADVISORS GROUP → | RIA / FO | $605M | HANOVER, MD | CRD 132662 |
| TLWM FINANCIAL → | RIA / FO | $605M | SAN ANTONIO, TX | CRD 158305 |
| MFA WEALTH ADVISORS, LLC → | RIA / FO | $605M | PITTSBURGH, PA | CRD 171984 |
| KAH CAPITAL MANAGEMENT, LLC → | RIA / FO | $605M | MCLEAN, VA | CRD 298287 |
| EAGLE HEALTH INVESTMENTS LP → | RIA / FO | $605M | GREENWICH, CT | CRD 309210 |
| ATLAS BROWN → | RIA / FO | $605M | LOUISVILLE, KY | CRD 133408 |
| FAIRVOY PRIVATE WEALTH, LLC → | RIA / FO | $605M | BIRMINGHAM, AL | CRD 329636 |
| DESTINY FAMILY OFFICE → | RIA / FO | $605M | TAVARES, FL | CRD 338015 |
| INSTITUTIONAL CAPITAL MANAGEMENT, INC. → | RIA / FO | $605M | – | CRD 108986 |
| PROALTUS USA → | RIA / FO | $605M | – | CRD 310955 |
| LAGO ASSET MANAGEMENT → | RIA / FO | $605M | CHICAGO, IL | CRD 305631 |
| SAPERE WEALTH MANAGEMENT, LLC → | RIA / FO | $605M | MATTHEWS, NC | CRD 119598 |
| HERITAGE WEALTH ADVISORS → | RIA / FO | $605M | CINCINNATI, OH | CRD 312545 |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT → | RIA / FO | $604M | – | CRD 327354 |
| ACKERMAN CAPITAL MANAGEMENT → | RIA / FO | $604M | DALLAS, TX | CRD 123824 |
| DEUTERIUM CAPITAL MANAGEMENT, LLC → | RIA / FO | $604M | CLEARWATER, FL | CRD 294051 |
| LONG WALK MANAGEMENT LP → | RIA / FO | $604M | – | CRD 309271 |
| TUCKER ASSET MANAGEMENT LLC → | RIA / FO | $604M | LITTLETON, CO | CRD 174844 |
| CALLODINE CREDIT MANAGEMENT → | RIA / FO | $603M | BOSTON, MA | CRD 313165 |
| VENDERA MANAGEMENT HOLDINGS, LLC → | RIA / FO | $603M | DALLAS, TX | CRD 175116 |
| AVAII WEALTH MANAGEMENT, LLC → | RIA / FO | $603M | APPLETON, WI | CRD 298165 |
| ENDEAVOUR CAPITAL ADVISORS INC. → | RIA / FO | $603M | GREENWICH, CT | CRD 137689 |
| HURRICANE CAPITAL ADVISORS LLC → | RIA / FO | $603M | NEW YORK, NY | CRD 314749 |
| AR ASSET MANAGEMENT, INC. → | RIA / FO | $603M | WEST HOLLYWOOD, CA | CRD 110342 |
| INTERGY PRIVATE WEALTH, LLC → | RIA / FO | $603M | COLORADO SPRINGS, CO | CRD 315698 |
| OWL CREEK WEALTH PARTNERS → | RIA / FO | $602M | DENVER, CO | CRD 331850 |
| AGRIGLOBE LAND ADVISORS, LLC → | RIA / FO | $602M | FRESNO, CA | CRD 337868 |
| BPGC MANAGEMENT LP → | RIA / FO | $602M | NEW YORK, NY | CRD 309916 |
| 5CLP ADVISOR → | RIA / FO | $602M | NEW YORK, NY | CRD 328959 |
| DUNHILL FINANCIAL → | RIA / FO | $602M | LONDON | CRD 288211 |
| LUNT CAPITAL MANAGEMENT INC. → | RIA / FO | $601M | HOLLADAY, UT | CRD 125183 |
| AXIAL READE CAPITAL, LP → | RIA / FO | $601M | NEW YORK, NY | CRD 301386 |
| ALLIANCE WEALTH ADVISORS, LLC → | RIA / FO | $601M | SCRANTON, PA | CRD 288394 |
| MODUS ADVISORS, LLC → | RIA / FO | $601M | EXCELSIOR, MN | CRD 291204 |
| ATON FINANCIAL LLC → | RIA / FO | $601M | SAN JUAN, PR | CRD 173070 |
| STEVENS CAPITAL PARTNERS → | RIA / FO | $601M | OMAHA, NE | CRD 317517 |