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 7101–7200 (page 72 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| OLIO FINANCIAL PLANNING → | RIA / FO | $601M | MCLEAN, VA | CRD 282355 |
| CHJ WEALTH MANAGEMENT → | RIA / FO | $600M | THE WOODLANDS, TX | CRD 154238 |
| SEQUOIA WEALTH MANAGEMENT, LLC → | RIA / FO | $600M | BARRINGTON, IL | CRD 170543 |
| GFG ALTERNATIVE INVESTMENT ADVISORS LLC → | RIA / FO | $600M | GREENWICH, CT | CRD 160435 |
| GIVERNY CAPITAL ASSET MANAGEMENT → | RIA / FO | $599M | NEW YORK, NY | CRD 306473 |
| WEALTH ADVISORY SOLUTIONS, LLC → | RIA / FO | $599M | ZIONSVILLE, IN | CRD 288903 |
| STEGINSKY CAPITAL LLC → | RIA / FO | $599M | – | CRD 109617 |
| MAINSAIL ASSET MANAGEMENT, LLC → | RIA / FO | $599M | BIRMINGHAM, AL | CRD 128373 |
| PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC → | RIA / FO | $599M | CARMEL, CA | CRD 147814 |
| AVATHON CAPITAL MANAGEMENT LP → | RIA / FO | $599M | CHICAGO, IL | CRD 332243 |
| WHITENER CAPITAL MANAGEMENT, INC → | RIA / FO | $598M | ROCKY MOUNT, NC | CRD 106865 |
| LONE PEAK GLOBAL INVESTORS, LLC → | RIA / FO | $598M | ALPINE, UT | CRD 153956 |
| CONCORDE ASSET MANAGEMENT, LLC → | RIA / FO | $598M | ANN ARBOR, MI | CRD 140367 |
| VELOCITY CAPITAL MANAGEMENT LLC → | RIA / FO | $598M | NEW YORK, NY | CRD 321641 |
| BROOKSTONE ASSET MANAGEMENT, LLC → | RIA / FO | $598M | WHEATON, IL | CRD 153467 |
| GRAND WEALTH MANAGEMENT, LLC → | RIA / FO | $598M | GRAND RAPIDS, MI | CRD 132137 |
| MAYTUS CAPITAL MANAGEMENT, LLC → | RIA / FO | $598M | NEW YORK, NY | CRD 288640 |
| JAFFA CAPITAL MANAGEMENT LLC → | RIA / FO | $597M | CLIFTON, NJ | CRD 325411 |
| MEASURED RISK PORTFOLIOS → | RIA / FO | $597M | SAN DIEGO, CA | CRD 141422 |
| TREEHOUSE WEALTH ADVISORS → | RIA / FO | $597M | WALNUT CREEK, CA | CRD 292016 |
| THE PHOENIX FUND ADVISOR LLC → | RIA / FO | $596M | GUAYNABO, PR | CRD 316384 |
| ASCENTIS WEALTH MANAGEMENT, LLC → | RIA / FO | $596M | DALLAS, TX | CRD 330923 |
| CFCI → | RIA / FO | $596M | BLOOMINGTON, IN | CRD 128257 |
| ENDEAVOR PRIVATE WEALTH, INC. → | RIA / FO | $595M | TOPEKA, KS | CRD 313053 |
| RELIANT WEALTH PLANNING, LLC → | RIA / FO | $595M | LOUISVILLE, KY | CRD 286230 |
| HEDEKER WEALTH LLC → | RIA / FO | $595M | LINCOLNSHIRE, IL | CRD 124341 |
| AFFINITY INVESTMENT GROUP, LLC → | RIA / FO | $595M | EXETER, NH | CRD 117191 |
| PERSPECTIVE WEALTH MANAGEMENT → | RIA / FO | $595M | HUNT VALLEY, MD | CRD 104619 |
| VIRTUS WEALTH SOLUTIONS → | RIA / FO | $595M | CRANFORD, NJ | CRD 332536 |
| OCTAHEDRON CAPITAL MANAGEMENT, L.P. → | RIA / FO | $594M | BURLINGAME, CA | CRD 309209 |
| OUTLOOK WEALTH ADVISORS, LLC → | RIA / FO | $594M | THE WOODLANDS, TX | CRD 291465 |
| ALIGNMENT GROWTH → | RIA / FO | $593M | NEW YORK, NY | CRD 319136 |
| CAPITAL RESOURCE MANAGEMENT,INC. → | RIA / FO | $593M | DEERFIELD, IL | CRD 106768 |
| ATLAS MERCHANT CAPITAL LLC → | RIA / FO | $593M | NEW YORK, NY | CRD 172124 |
| FUND DIRECT ADVISORS INC. → | RIA / FO | $593M | GREENSBORO, NC | CRD 155363 |
| GREENSLEDGE ASSET MANAGEMENT LLC → | RIA / FO | $593M | GLASTONBURY, CT | CRD 307732 |
| HOGANTAYLOR WEALTH → | RIA / FO | $593M | TULSA, OK | CRD 129696 |
| GDA LUMA CAPITAL MANAGEMENT, LP → | RIA / FO | $592M | MIAMI, FL | CRD 314502 |
| DELTA FINANCIAL ADVISORS, L.L.C. → | RIA / FO | $592M | METAIRIE, LA | CRD 122092 |
| GERBER, LLC → | RIA / FO | $592M | COLUMBUS, OH | CRD 120039 |
| WEALTH PRESERVATION ADVISORS, LLC → | RIA / FO | $592M | CHATTANOOGA, TN | CRD 167518 |
| HOXTON PLANNING & MANAGEMENT, LLC → | RIA / FO | $592M | SHEPHERDSTOWN, WV | CRD 319087 |
| HZ INVESTMENTS INC. → | RIA / FO | $591M | CHEVY CHASE, MD | CRD 312268 |
| WALTER C. FLOWER & CO., INC → | RIA / FO | $591M | NEW ORLEANS, LA | CRD 110775 |
| POEHLING CAPITAL MANAGEMENT, INC. → | RIA / FO | $591M | MADISON, WI | CRD 131668 |
| INCLUSIVE CAPITAL PARTNERS, L.P. → | RIA / FO | $591M | SAN FRANCISCO, CA | CRD 309419 |
| AIS PLANNING → | RIA / FO | $591M | ST. CLOUD, MN | CRD 148821 |
| THE LEGACY FINANCIAL GROUP, INC. → | RIA / FO | $591M | TULSA, OK | CRD 135059 |
| MP NEXT CAPITAL → | RIA / FO | $591M | VILLANOVA, PA | CRD 159904 |
| LEVCO CAPITAL LP → | RIA / FO | $591M | NEW YORK, NY | CRD 161117 |
| FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC → | RIA / FO | $590M | LAKEWAY, TX | CRD 316024 |
| MILESTONE FINANCIAL PLANNING, LLC → | RIA / FO | $590M | BEDFORD, NH | CRD 283439 |
| SECTION PARTNERS MANAGEMENT, LLC → | RIA / FO | $590M | PALO ALTO, CA | CRD 314618 |
| RESTON WEALTH MANAGEMENT → | RIA / FO | $590M | RESTON, VA | CRD 148816 |
| MIG CAPITAL, LLC → | RIA / FO | $590M | NEWPORT BEACH, CA | CRD 160782 |
| MASTER'S WEALTH MANAGEMENT INC. → | RIA / FO | $590M | LEOLA, PA | CRD 328693 |
| SEQUENT PLANNING, LLC → | RIA / FO | $589M | OMAHA, NE | CRD 160381 |
| VOISARD ASSET MANAGEMENT GROUP → | RIA / FO | $589M | GRAND RAPIDS, MI | CRD 118048 |
| GREATER MIDWEST FINANCIAL GROUP, LLC → | RIA / FO | $589M | SAINT PAUL, MN | CRD 324387 |
| FAIRFIELD, BUSH & CO. → | RIA / FO | $589M | DARIEN, CT | CRD 105970 |
| RJA ASSET MANAGEMENT LLC → | RIA / FO | $589M | STAMFORD, CT | CRD 153428 |
| WP ADVISORS, LLC → | RIA / FO | $589M | – | CRD 118268 |
| CONSOLIDATED FINANCIAL → | RIA / FO | $589M | DUBLIN, OH | CRD 119695 |
| HFR WEALTH MANAGEMENT, LLC → | RIA / FO | $589M | – | CRD 106913 |
| STONE-GOFF PARTNERS → | RIA / FO | $589M | NEW YORK, NY | CRD 281205 |
| JADE MOUNTAIN PARTNERS, LLC → | RIA / FO | $588M | WHITE PLAINS, NY | CRD 290415 |
| VIRAGE CAPITAL MANAGEMENT LP → | RIA / FO | $588M | HOUSTON, TX | CRD 167992 |
| INVESTRUST CONSULTING, LLC → | RIA / FO | $588M | OKLAHOMA CITY, OK | CRD 108037 |
| BROCK FIDUCIARY SERVICES LLC → | RIA / FO | $588M | NEW YORK, NY | CRD 153055 |
| JPL WEALTH MANAGEMENT, LLC → | RIA / FO | $588M | GREENWOOD VILLAGE, CO | CRD 328474 |
| EVERPAR ADVISORS LLC → | RIA / FO | $588M | TULSA, OK | CRD 326468 |
| KIRR, MARBACH & COMPANY, LLC → | RIA / FO | $588M | COLUMBUS, IN | CRD 104634 |
| SCOPIA CAPITAL MANAGEMENT LP → | RIA / FO | $587M | NEW YORK, NY | CRD 124403 |
| SUMMA CORP. → | RIA / FO | $587M | TOMBALL, TX | CRD 113091 |
| CASTLE ROCK WEALTH MANAGEMENT, LLC → | RIA / FO | $587M | WALNUT CREEK, CA | CRD 199513 |
| HARPSWELL CAPITAL ADVISORS, LLC → | RIA / FO | $587M | YARMOUTH, ME | CRD 168996 |
| SQUIRE WEALTH ADVISORS → | RIA / FO | $587M | OREM, UT | CRD 117750 |
| CUADRILLA CAPITAL, LLC → | RIA / FO | $587M | SANTA BARBARA, CA | CRD 314510 |
| ARX MANAGEMENT, LLC → | RIA / FO | $586M | EL SEGUNDO, CA | CRD 305659 |
| SATIS WEALTH MANAGEMENT → | RIA / FO | $586M | LONDON | CRD 336301 |
| DIVERSIFIED FINANCIAL ADVISORS, LLC → | RIA / FO | $586M | TOWN AND COUNTRY, MO | CRD 118261 |
| O'KEEFE STEVENS ADVISORY, INC. → | RIA / FO | $586M | – | CRD 286338 |
| LEP MANAGEMENT LLC → | RIA / FO | $585M | SALT LAKE CITY, UT | CRD 173481 |
| KREITLER FINANCIAL LLC → | RIA / FO | $585M | NEW HAVEN, CT | CRD 309056 |
| WELLSPRING WEALTH MANAGEMENT LLC → | RIA / FO | $585M | ALPHARETTA, GA | CRD 134834 |
| RILEY FRIEDMAN ASSET MANAGEMENT → | RIA / FO | $585M | LOS ALTOS, CA | CRD 155810 |
| TWIN PEAKS WEALTH ADVISORS → | RIA / FO | $585M | – | CRD 323817 |
| TENSOR EDGE CAPITAL, LLC → | RIA / FO | $585M | BOSTON, MA | CRD 335633 |
| BH3 FUND ADVISORS, LLC → | RIA / FO | $585M | FORT LAUDERDALE, FL | CRD 298967 |
| KDK PRIVATE WEALTH MANAGEMENT → | RIA / FO | $585M | HOUSTON, TX | CRD 299583 |
| FREEDOM FIDUCIARIES LLC → | RIA / FO | $585M | BOISE, ID | CRD 323673 |
| 424 CAPITAL, LLC → | RIA / FO | $584M | WAKEFIELD, MA | CRD 167462 |
| NEWROAD CAPITAL PARTNERS, LLC → | RIA / FO | $584M | BENTONVILLE, AR | CRD 281487 |
| HOBBS GROUP ADVISORS LLC → | RIA / FO | $584M | COLUMBIA, SC | CRD 157274 |
| FORTIS ADVISORS, LLC → | RIA / FO | $584M | WAYNE, PA | CRD 164498 |
| FORTRESS PRIVATE LEDGER, LLC → | RIA / FO | $584M | RALEIGH, NC | CRD 290298 |
| PERSIUM ADVISORS, LLC → | RIA / FO | $584M | ATLANTA, GA | CRD 128335 |
| VINE INVESTMENT ADVISORS, LP → | RIA / FO | $583M | PALM BEACH GARDENS, FL | CRD 157341 |
| PATHVIEW WEALTH ADVISORS → | RIA / FO | $583M | SAN DIEGO, CA | CRD 308292 |
| PRAESIDIUM INVESTMENT MANAGEMENT → | RIA / FO | $583M | NEW YORK, NY | CRD 137980 |