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 7201–7300 (page 73 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| CITYMARK CAPITAL MANAGEMENT COMPANY LLC → | RIA / FO | $583M | CLEVELAND, OH | CRD 291405 |
| HOWARD BAILEY SECURITIES, LLC → | RIA / FO | $583M | FORT WAYNE, IN | CRD 282712 |
| MARBLE TRAIL ADVISORS → | RIA / FO | $583M | MIDDLEBURY, VT | CRD 154744 |
| MANTEIO SCALABLE TECHNOLOGIES LLC → | RIA / FO | $583M | JERSEY CITY, NJ | CRD 333019 |
| RICHARDSON CAPITAL MANAGEMENT, LLC → | RIA / FO | $582M | MENOMONEE FALLS, WI | CRD 130985 |
| NORTHLIGHT CAPITAL PARTNERS → | RIA / FO | $582M | WESTPORT, CT | CRD 170112 |
| AVALON CAPITAL MANAGEMENT → | RIA / FO | $582M | PORT OF REDWOOD CITY, CA | CRD 107501 |
| FRESHFORD CAPITAL MANAGEMENT, LLC → | RIA / FO | $582M | HARRISON, NY | CRD 158448 |
| TWO SIGMA REAL ESTATE, LP → | RIA / FO | $582M | NEW YORK, NY | CRD 324210 |
| STEWART WEALTH MANAGEMENT, INC. → | RIA / FO | $582M | SAN RAFAEL, CA | CRD 143425 |
| ARMADILLO LITIGATION FUNDING LLC → | RIA / FO | $581M | HOUSTON, TX | CRD 310764 |
| 55 NORTH PRIVATE WEALTH → | RIA / FO | $581M | WINTER PARK, FL | CRD 325325 |
| HYPERION CAPITAL ADVISORS LP → | RIA / FO | $581M | NEW YORK, NY | CRD 304230 |
| RAINIER INVESTMENT MANAGEMENT LLC → | RIA / FO | $581M | SEATTLE, WA | CRD 105556 |
| RTW FINANCIAL ADVISORS INC → | RIA / FO | $581M | DALLAS, TX | CRD 109934 |
| KEYSTONE GLOBAL PARTNERS LLC → | RIA / FO | $581M | DENVER, CO | CRD 153147 |
| MOSAIC ADVISORS → | RIA / FO | $581M | HOUSTON, TX | CRD 164913 |
| WINCH FINANCIAL → | RIA / FO | $580M | APPLETON, WI | CRD 110194 |
| NORTHWEST QUADRANT WEALTH MANAGEMENT → | RIA / FO | $580M | BEND, OR | CRD 158455 |
| SAVANNA INVESTMENT MANAGEMENT LLC → | RIA / FO | $580M | NEW YORK, NY | CRD 158770 |
| ABLE WEALTH MANAGEMENT LLC → | RIA / FO | $580M | TOMS RIVER, NJ | CRD 298085 |
| HARVEY CAPITAL MANAGEMENT INC → | RIA / FO | $579M | PALM BEACH, FL | CRD 106224 |
| EPG WEALTH MANAGEMENT LLC → | RIA / FO | $579M | ATLANTA, GA | CRD 302075 |
| MATTERN WEALTH MANAGEMENT LLC → | RIA / FO | $579M | LAWRENCE, KS | CRD 304520 |
| EDGEROCK WEALTH MANAGEMENT → | RIA / FO | $579M | DENVER, CO | CRD 312325 |
| TWO ROADS PARTNERS MANAGEMENT, LP → | RIA / FO | $579M | NEW YORK, NY | CRD 326470 |
| CIVITAS CAPITAL MANAGEMENT, LLC → | RIA / FO | $579M | DALLAS, TX | CRD 319105 |
| TWELE CAPITAL MANAGEMENT, INC. → | RIA / FO | $578M | MINNETONKA, MN | CRD 130239 |
| BOXER CAPITAL MANAGEMENT, LLC → | RIA / FO | $578M | SAN DIEGO, CA | CRD 330106 |
| OXLER PRIVATE WEALTH → | RIA / FO | $578M | RYE BROOK, NY | CRD 309684 |
| JACKSON, GRANT INVESTMENT ADVISERS, INC. → | RIA / FO | $578M | STAMFORD, CT | CRD 108156 |
| INFINEDI PARTNERS, LP → | RIA / FO | $577M | – | CRD 298191 |
| VALUEWORKS, LLC → | RIA / FO | $577M | NEW YORK CITY, NY | CRD 116850 |
| SILVERVIEW CREDIT PARTNERS LP → | RIA / FO | $577M | TAMPA, FL | CRD 282955 |
| CELLO CAPITAL MANAGEMENT, LP → | RIA / FO | $577M | NEW YORK, NY | CRD 160398 |
| TABOR ASSET MANAGEMENT, LP → | RIA / FO | $577M | NEW YORK, NY | CRD 304666 |
| BROGAN FINANCIAL → | RIA / FO | $577M | KNOXVILLE, TN | CRD 133623 |
| BIRNAM OAK ADVISORS, LP → | RIA / FO | $577M | NEW YORK, NY | CRD 328180 |
| ALLODIUM INVESTMENT CONSULTANTS, LLC → | RIA / FO | $577M | MINNEAPOLIS, MN | CRD 135812 |
| ANGELENO GROUP, LLC → | RIA / FO | $577M | BEVERLY HILLS, CA | CRD 159677 |
| MUDDY WATERS CAPITAL LLC → | RIA / FO | $576M | AUSTIN, TX | CRD 281411 |
| SHOREHILL CAPITAL LLC → | RIA / FO | $576M | CHICAGO, IL | CRD 286004 |
| SANDERS MORRIS LLC → | RIA / FO | $576M | HOUSTON, TX | CRD 20580 |
| G&H INVESTMENTS → | RIA / FO | $576M | LEOLA, PA | CRD 317722 |
| REZNY WEALTH MANAGEMENT, INC. → | RIA / FO | $576M | FORT MYERS, FL | CRD 109638 |
| DOMAIN TIMBER ADVISORS, LLC → | RIA / FO | $576M | ATLANTA, GA | CRD 287750 |
| BULLETPROOF CAPITAL, LLC → | RIA / FO | $576M | CHICAGO, IL | CRD 341136 |
| NORTHERN LAKES CAPITAL, L.P. → | RIA / FO | $575M | MINNEAPOLIS, MN | CRD 315975 |
| SOUTHOCEAN CAPITAL PARTNERS, LLC → | RIA / FO | $575M | FT. LAUDERDALE, FL | CRD 171580 |
| LUCASHILL, LLC → | RIA / FO | $575M | PALO ALTO, CA | CRD 321069 |
| SAGE ADVISORS, LLC → | RIA / FO | $575M | EDMONDS, WA | CRD 301328 |
| KEIDAN FINANCIAL CONSULTANTS LLC → | RIA / FO | $575M | COLUMBUS, OH | CRD 108093 |
| WESTERN STANDARD, LLC → | RIA / FO | $575M | LOS ANGELES, CA | CRD 147864 |
| REALIZATION CAPITAL PARTNERS MANAGEMENT LLC → | RIA / FO | $574M | – | CRD 304264 |
| UNTITLED INVESTMENTS LP → | RIA / FO | $574M | NEW YORK, NY | CRD 306357 |
| BERKELEY, INC → | RIA / FO | $574M | BOISE, ID | CRD 117667 |
| CURTIS ADVISORY GROUP, LLC → | RIA / FO | $574M | SANTA BARBARA, CA | CRD 151695 |
| FSA ADVISORS, INC. → | RIA / FO | $573M | TROY, MI | CRD 286251 |
| BASTION MANAGEMENT II LLC → | RIA / FO | $573M | STAMFORD, CT | CRD 309685 |
| BURKETT FINANCIAL SERVICES, LLC → | RIA / FO | $573M | ROCK HILL, SC | CRD 140168 |
| NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC → | RIA / FO | $573M | LAKE FOREST, IL | CRD 130132 |
| G.W. SHERWOLD ASSOCIATES, INC. → | RIA / FO | $572M | LAKE FOREST, CA | CRD 42186 |
| THE ITHAKA GROUP, LLC → | RIA / FO | $572M | ARLINGTON, VA | CRD 146975 |
| PRASAD WEALTH PARTNERS → | RIA / FO | $572M | INDEPENDENCE, OH | CRD 332507 |
| LINEPOINT PARTNERS & CO. → | RIA / FO | $572M | LOS ANGELES, CA | CRD 332598 |
| CONNING INVESTMENT PRODUCTS, INC. → | RIA / FO | $572M | HARTFORD, CT | CRD 120387 |
| PAINTED PORCH ADVISORS LLC → | RIA / FO | $572M | SANTA BARBARA, CA | CRD 304375 |
| INDEPENDENT INVESTORS INC → | RIA / FO | $572M | NESCONSET, NY | CRD 105677 |
| FAMILY WMS, LLC → | RIA / FO | $572M | ATHENS, GA | CRD 126456 |
| WESTWARD INVESTMENT ADVISORY → | RIA / FO | $572M | MISSION, KS | CRD 281742 |
| PREVATT CAPITAL LTD → | RIA / FO | $571M | NASSAU | CRD 311895 |
| CAPITAL MARKETS IQ, LLC → | RIA / FO | $571M | – | CRD 134921 |
| CLEAN YIELD ASSET MANAGEMENT → | RIA / FO | $571M | NORWICH, VT | CRD 104826 |
| SANCHEZ WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $571M | JACKSONVILLE, FL | CRD 169274 |
| LIFESTYLE ASSET MANAGEMENT, INC. → | RIA / FO | $571M | FRIENDSWOOD, TX | CRD 157450 |
| TYRO CAPITAL MANAGEMENT, LLC → | RIA / FO | $571M | MIAMI, FL | CRD 312329 |
| LOOM CAPITAL MANAGEMENT LLC → | RIA / FO | $571M | NEW YORK, NY | CRD 174093 |
| GUMSHOE CAPITAL MANAGEMENT LLC → | RIA / FO | $571M | NEW YORK, NY | CRD 328451 |
| TTP INVESTMENTS, INC. → | RIA / FO | $571M | SAN JOSE, CA | CRD 284082 |
| GOODHART PARTNERS LLP → | RIA / FO | $570M | LONDON | CRD 281566 |
| FREIF ADVISORS LLC → | RIA / FO | $570M | DENVER, CO | CRD 340426 |
| BAY HILLS CAPITAL MANAGEMENT, LLC → | RIA / FO | $570M | SAN FRANCISCO, CA | CRD 158603 |
| LIONSTONE CAPITAL MANAGEMENT LLC → | RIA / FO | $570M | NEW YORK, NY | CRD 157603 |
| INCA INVESTMENTS, LLC → | RIA / FO | $570M | MIAMI, FL | CRD 131194 |
| BRILLIANT ADVICE, LLC → | RIA / FO | $570M | CINCINNATI, OH | CRD 282891 |
| TALLWOODS PARTNERS, LLC → | RIA / FO | $569M | CHICAGO, IL | CRD 168865 |
| POTENTIA WEALTH → | RIA / FO | $569M | SAN JOSE, CA | CRD 329135 |
| GILLILAND JETER WEALTH MANAGEMENT, LLC → | RIA / FO | $569M | LITTLE ROCK, AR | CRD 324403 |
| DRIFTWOOD ADVISORS, LLC → | RIA / FO | $569M | CORAL GABLES, FL | CRD 307316 |
| MERKLE RETIREMENT PLANNING → | RIA / FO | $569M | GRIMES, IA | CRD 297942 |
| ACT WEALTH MANAGEMENT, LLC → | RIA / FO | $569M | ALLEN, TX | CRD 155131 |
| GENERATIONAL WEALTH ADVISORS → | RIA / FO | $569M | RICHARDSON, TX | CRD 135145 |
| FREEDOM INVESTMENT MANAGEMENT, INC. → | RIA / FO | $569M | SOUTH WINDSOR, CT | CRD 126052 |
| BR CAPITAL → | RIA / FO | $568M | CORAL GABLES, FL | CRD 310003 |
| RIA ADVISORY GROUP, LLC → | RIA / FO | $568M | DES MOINES, IA | CRD 152566 |
| FCG INVESTMENT COMPANY → | RIA / FO | $568M | GERMANTOWN, TN | CRD 308192 |
| SCISSORTAIL WEALTH MANAGEMENT, LLC → | RIA / FO | $568M | TULSA, OK | CRD 297761 |
| PIER 88 INVESTMENT PARTNERS, LLC → | RIA / FO | $568M | SAN FRANCISCO, CA | CRD 169316 |
| S.E.E.D. PLANNING GROUP, LLC → | RIA / FO | $568M | BINGHAMTON, NY | CRD 188521 |
| HILLCREST FINANCIAL GROUP → | RIA / FO | $568M | THOUSAND OAKS, CA | CRD 317862 |