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 7301–7400 (page 74 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| LIBERTY SQUARE WEALTH PARTNERS LLC → | RIA / FO | $568M | BETHLEHEM, PA | CRD 332476 |
| TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC → | RIA / FO | $568M | NEW YORK, NY | CRD 291631 |
| MASCOMA WEALTH MANAGEMENT → | RIA / FO | $568M | HANOVER, NH | CRD 174907 |
| PRENTICE WEALTH MANAGEMENT LLC → | RIA / FO | $568M | ROCHESTER, NY | CRD 160052 |
| FIORI FINANCIAL GROUP → | RIA / FO | $567M | FORT LAUDERDALE, FL | CRD 318641 |
| FREC → | RIA / FO | $567M | SAN FRANCISCO, CA | CRD 325982 |
| WHITE WOLF CAPITAL ADVISORS, LLC → | RIA / FO | $567M | MIAMI, FL | CRD 311816 |
| SUMITOMO MITSUI DS ASSET MANAGEMENT (HONG KONG) LIMITED → | RIA / FO | $567M | HONG KONG | CRD 110459 |
| LATITUDE ADVISORS, LLC → | RIA / FO | $567M | – | CRD 151001 |
| DECKER WEALTH MANAGEMENT, LLC → | RIA / FO | $566M | NASHVILLE, TN | CRD 150094 |
| RHINO INVESTMENT PARTNERS, INC. → | RIA / FO | $566M | WEST CONSHOHOCKEN, PA | CRD 283692 |
| ALTERI WEALTH → | RIA / FO | $566M | WESTLAKE VILLAGE, CA | CRD 331100 |
| MIDWEST FINANCIAL GROUP LLC → | RIA / FO | $566M | OVERLAND PARK, KS | CRD 175288 |
| EQUINUM, LLC → | RIA / FO | $566M | BROOKLYN, NY | CRD 304350 |
| FIRST KENTUCKY SECURITIES CORP → | RIA / FO | $566M | LOUISVILLE, KY | CRD 7524 |
| ADAMS WEALTH ADVISORS → | RIA / FO | $566M | LOGAN, UT | CRD 286087 |
| FIRST FIDUCIARY INVESTMENT COUNSEL INC → | RIA / FO | $566M | CLEVELAND, OH | CRD 111144 |
| OPTO INVESTMENT MANAGEMENT, LLC → | RIA / FO | $565M | NEW YORK, NY | CRD 316847 |
| ATTICUS WEALTH MANAGEMENT → | RIA / FO | $565M | PALM BEACH GARDENS, FL | CRD 296949 |
| ALIDADE CAPITAL, LLC → | RIA / FO | $565M | BLOOMFIELD HILLS, MI | CRD 165341 |
| FRIEDLANDER & CO INC → | RIA / FO | $565M | MILWAUKEE, WI | CRD 105150 |
| REEDMARK ADVISORS, LLC → | RIA / FO | $565M | SOMERVILLE, NJ | CRD 173760 |
| JACKSON SQUARE CAPITAL, LLC → | RIA / FO | $564M | SAN FRANCISCO, CA | CRD 300314 |
| OLSTEIN CAPITAL MANAGEMENT, L.P. → | RIA / FO | $564M | PURCHASE, NY | CRD 38474 |
| SHIKIAR ASSET MANAGEMENT INC → | RIA / FO | $564M | NEW YORK, NY | CRD 107533 |
| BOYUM WEALTH ARCHITECTS LLC → | RIA / FO | $564M | BLOOMINGTON, MN | CRD 161261 |
| ECC FUND MANAGER II, LLC → | RIA / FO | $564M | NEW YORK, NY | CRD 167090 |
| LGG FINANCIAL → | RIA / FO | $564M | BETHESDA, MD | CRD 305002 |
| PONDERA HOLDINGS LLC → | RIA / FO | $564M | CHICAGO, IL | CRD 315097 |
| WAVE EQUITY PARTNERS → | RIA / FO | $564M | BOSTON, MA | CRD 170642 |
| TORTUGA ADVISERS LLC → | RIA / FO | $564M | SIMI VALLEY, CA | CRD 137514 |
| DOWNTOWN WEALTH STUDIOS, LLC → | RIA / FO | $563M | MIAMI, FL | CRD 325213 |
| STIEVEN CAPITAL ADVISORS, L.P. → | RIA / FO | $563M | ST. LOUIS, MO | CRD 136106 |
| PARADIGM WEALTH MANAGEMENT, LLC → | RIA / FO | $563M | WESTLAKE, OH | CRD 148662 |
| DARA CAPITAL US, INC. → | RIA / FO | $563M | MIAMI, FL | CRD 153544 |
| BROOKLYN FI, LLC → | RIA / FO | $563M | BROOKLYN, NY | CRD 292115 |
| SEQUEL HOLDINGS, L.P. → | RIA / FO | $563M | DALLAS, TX | CRD 170237 |
| VELA INVESTMENT MANAGEMENT, LLC → | RIA / FO | $563M | NEW ALBANY, OH | CRD 306678 |
| LIFEGUIDE FINANCIAL ADVISORS, LLC → | RIA / FO | $563M | MECHANICSBURG, PA | CRD 284842 |
| HARRADEN CIRCLE INVESTMENTS, LLC → | RIA / FO | $563M | NEW YORK, NY | CRD 310227 |
| JACOBSEN CAPITAL MANAGEMENT → | RIA / FO | $563M | SALT LAKE CITY, UT | CRD 116085 |
| MB GLOBAL ADVISERS, LLC → | RIA / FO | $562M | NEW YORK, NY | CRD 166823 |
| STRONGBOX WEALTH, LLC → | RIA / FO | $562M | LEE'S SUMMIT, MO | CRD 304952 |
| BECK CAPITAL MANAGEMENT LLC → | RIA / FO | $562M | AUSTIN, TX | CRD 152705 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC → | RIA / FO | $562M | PRINCETON, NJ | CRD 109318 |
| CAPITOL PRIVATE WEALTH GROUP LLC → | RIA / FO | $562M | VIENNA, VA | CRD 283257 |
| SGH WEALTH MANAGEMENT → | RIA / FO | $562M | LATHRUP VILLAGE, MI | CRD 284067 |
| ACORN WEALTH ADVISORS, LLC → | RIA / FO | $561M | GRAND BLANC, MI | CRD 170462 |
| TOWERPOINT WEALTH, LLC → | RIA / FO | $561M | SACRAMENTO, CA | CRD 288593 |
| ROG VI L.L.C. → | RIA / FO | $561M | HOUSTON, TX | CRD 285639 |
| RETIRERIGHT CONSULTING GROUP → | RIA / FO | $561M | WEST DES MOINES, IA | CRD 300925 |
| BULLDOG INVESTORS, LLP → | RIA / FO | $561M | SADDLE BROOK, NJ | CRD 151585 |
| MATRIX PRIVATE CAPITAL GROUP → | RIA / FO | $561M | CHICAGO, IL | CRD 285531 |
| WEDGEWOOD PARTNERS, INC. → | RIA / FO | $561M | ST LOUIS, MO | CRD 21923 |
| JOHN A. WOLFE & ASSOCIATES, INC. → | RIA / FO | $561M | PORTAGE, MI | CRD 110799 |
| CONTINUIM EQUITY PARTNERS, LP → | RIA / FO | $560M | PITTSBURGH, PA | CRD 328788 |
| MELIA WEALTH LLC → | RIA / FO | $560M | TULSA, OK | CRD 145402 |
| CORAL TREE MANAGEMENT, LP → | RIA / FO | $560M | LOS ANGELES, CA | CRD 313118 |
| EMPIRICAL ASSET MANAGEMENT, LLC → | RIA / FO | $560M | WELLESLEY, MA | CRD 155436 |
| A & I WEALTH MANAGEMENT → | RIA / FO | $560M | LONE TREE, CO | CRD 148357 |
| QP CONSULTING → | RIA / FO | $560M | TAKOMA PARK, MD | CRD 129601 |
| AECOM CAPITAL REAL ESTATE, LLC → | RIA / FO | $560M | LOS ANGELES, CA | CRD 298333 |
| OCEAN PATH ADVISORS, LLC → | RIA / FO | $560M | MANHATTAN BEACH, CA | CRD 338933 |
| ENDEAVOR ADVISORS, LLC → | RIA / FO | $560M | THE WOODLANDS, TX | CRD 324925 |
| VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES → | RIA / FO | $559M | RICHMOND, KY | CRD 289463 |
| M. KRAUS & COMPANY → | RIA / FO | $559M | SHELBURNE, VT | CRD 106749 |
| HEADLAND CAPITAL → | RIA / FO | $559M | MT. PLEASANT, SC | CRD 332277 |
| NARUS FINANCIAL PARTNERS, LLC → | RIA / FO | $559M | SALT LAKE CITY, UT | CRD 173534 |
| CAPITAL INVESTMENT MANAGEMENT, INC → | RIA / FO | $559M | LEE'S SUMMIT, MO | CRD 113917 |
| PAULSON WEALTH MANAGEMENT INC. → | RIA / FO | $559M | WEST PALM BEACH, FL | CRD 150374 |
| OGOREK WEALTH MANAGEMENT, LLC → | RIA / FO | $559M | WILLIAMSVILLE, NY | CRD 105707 |
| WEALTH SCIENCE ADVISORS LLC → | RIA / FO | $559M | ALPHARETTA, GA | CRD 321031 |
| IMPACT INVESTMENT ADVISER LLC → | RIA / FO | $559M | SAN FRANCISCO, CA | CRD 149929 |
| GUIDANCE POINT ADVISORS, LLC → | RIA / FO | $558M | – | CRD 148768 |
| THOMASLLOYD CLIMATE SOLUTIONS LLC → | RIA / FO | $558M | PLEASANTVILLE, NY | CRD 298222 |
| HOBART WEALTH → | RIA / FO | $558M | CHARLOTTE, NC | CRD 168494 |
| PRAIRIE WEALTH ADVISORS, INC. → | RIA / FO | $558M | OMAHA, NE | CRD 165266 |
| F&V CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $558M | BOCA RATON, FL | CRD 146399 |
| LIFE LINE WEALTH MANAGEMENT LLC → | RIA / FO | $558M | BEVERLY HILLS, CA | CRD 171051 |
| QUANTUM FINANCIAL ADVISORS INC → | RIA / FO | $558M | ROCKVILLE, MD | CRD 113563 |
| NICOLLET INVESTMENT MANAGEMENT, INC. → | RIA / FO | $557M | MINNEAPOLIS, MN | CRD 109401 |
| FINANCIAL HARVEST WEALTH ADVISORS → | RIA / FO | $557M | WINTER PARK, FL | CRD 148271 |
| ENRICH FINANCIAL PARTNERS LLC → | RIA / FO | $557M | MADISON, WI | CRD 111234 |
| TRINITY CAPITAL MANAGEMENT, LLC → | RIA / FO | $557M | SANTA BARBARA, CA | CRD 143097 |
| PARK STREET CAPITAL ADVISERS, L.L.C. → | RIA / FO | $557M | – | CRD 115443 |
| HT PARTNERS LLC → | RIA / FO | $556M | CENTERBROOK, CT | CRD 147400 |
| WESTCHESTER CAPITAL MANAGEMENT INC → | RIA / FO | $556M | OMAHA, NE | CRD 110961 |
| OLDFATHER FINANCIAL SERVICES → | RIA / FO | $556M | KEARNEY, NE | CRD 339739 |
| SATURN FIVE ADVISORS LLC → | RIA / FO | $556M | DENVER, CO | CRD 322348 |
| SQ CAPITAL LLC → | RIA / FO | $556M | NEW YORK, NY | CRD 334301 |
| NORTHRIM ADVISER, LLC → | RIA / FO | $556M | MESA, AZ | CRD 306796 |
| SF EQUITY PARTNERS MANAGEMENT, LLC → | RIA / FO | $556M | SAN FRANCISCO, CA | CRD 162396 |
| SPRUCE STREET CAPITAL LP → | RIA / FO | $556M | NEW YORK, NY | CRD 333213 |
| INDAGO CAPITAL LLC → | RIA / FO | $556M | NEW YORK, NY | CRD 330343 |
| QVIDTVM MANAGEMENT LLC → | RIA / FO | $556M | THE WOODLANDS, TX | CRD 309456 |
| CONSILIO WEALTH ADVISORS, LLC → | RIA / FO | $556M | BELLEVUE, WA | CRD 314466 |
| KOOMAN & ASSOCIATES → | RIA / FO | $556M | ALTOONA, PA | CRD 322163 |
| BIGELOW INVESTMENT ADVISORS, LLC → | RIA / FO | $555M | PORTLAND, ME | CRD 143733 |
| DIGITAL WEALTH PARTNERS → | RIA / FO | $555M | DALLAS, TX | CRD 328627 |
| O'ROURKE & COMPANY, INCORPORATED → | RIA / FO | $555M | BOSTON, MA | CRD 132481 |