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 7401–7500 (page 75 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| PREMIER WEALTH ADVISORS, LLC → | RIA / FO | $555M | NEW YORK, NY | CRD 120358 |
| KIMERY WEALTH MANAGEMENT, LLC → | RIA / FO | $555M | MEMPHIS, TN | CRD 288229 |
| LANSING STREET ADVISORS → | RIA / FO | $555M | AMBLER, PA | CRD 306882 |
| SARASIN ASSET MANAGEMENT LIMITED → | RIA / FO | $555M | LONDON | CRD 115788 |
| ION PACIFIC, INC. → | RIA / FO | $555M | VENICE, CA | CRD 328607 |
| KERCHEVILLE ADVISORS LLC → | RIA / FO | $555M | SAN ANTONIO, TX | CRD 169471 |
| PRAIRIE ADVISORY, LLC → | RIA / FO | $554M | LEAWOOD, KS | CRD 339211 |
| SUNTX CAPITAL MANAGEMENT CORP. → | RIA / FO | $554M | DALLAS, TX | CRD 161332 |
| CENTRAL TRUST BANK → | RIA / FO | $554M | JEFFERSON CITY, MO | CRD 149262 |
| HELLER WEALTH MANAGEMENT → | RIA / FO | $554M | MELVILLE, NY | CRD 124261 |
| GLOBAL VIEW INVESTMENT ADVISORS, LLC → | RIA / FO | $554M | GREENVILLE, SC | CRD 145499 |
| AVALON GLOBAL ASSET MANAGEMENT LLC → | RIA / FO | $554M | SAN FRANCISCO, CA | CRD 107785 |
| PEGASUS ASSET MANAGEMENT INC → | RIA / FO | $554M | MORRISTOWN, NJ | CRD 104766 |
| ASSET PLANNING, INC → | RIA / FO | $553M | LOS ALAMITOS, CA | CRD 111535 |
| SMA CAPITAL LLC → | RIA / FO | $553M | NEW YORK, NY | CRD 335168 |
| SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV → | RIA / FO | $553M | MEXICO CITY | CRD 339845 |
| CREEKSIDE PARTNERS → | RIA / FO | $553M | PETALUMA, CA | CRD 125401 |
| TSP CAPITAL MANAGEMENT GROUP, LLC → | RIA / FO | $553M | SUMMIT, NJ | CRD 131889 |
| NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. → | RIA / FO | $553M | DARIEN, CT | CRD 133046 |
| TOLSMA INVESTMENTS, LLC → | RIA / FO | $553M | – | CRD 287941 |
| MW ADVISOR, LLC → | RIA / FO | $553M | NEW YORK, NY | CRD 332429 |
| OMEGA FINANCIAL GROUP, LLC → | RIA / FO | $552M | SANTA BARBARA, CA | CRD 164147 |
| NEXUS ONE FINANCIAL ADVISORS LLC → | RIA / FO | $552M | PLANO, TX | CRD 336809 |
| ALLIANCE WEALTH ADVISORS, LLC → | RIA / FO | $552M | CENTERVILLE, UT | CRD 314668 |
| LAS OLAS CAPITAL ADVISORS, LLC → | RIA / FO | $552M | FORT LAUDERDALE, FL | CRD 175077 |
| GLOBAL ASSETS ADVISORY, LLC → | RIA / FO | $552M | ORLANDO, FL | CRD 300460 |
| THE SUM → | RIA / FO | $551M | THE WOODLANDS, TX | CRD 297658 |
| BROADLEAF PARTNERS, LLC → | RIA / FO | $551M | HUDSON, OH | CRD 137433 |
| HST VENTURES, LLC → | RIA / FO | $551M | PARK CITY, UT | CRD 317143 |
| VERIDIAN CAPITAL PARTNERS → | RIA / FO | $551M | FREDERICK, MD | CRD 314290 |
| AMICUS FINANCIAL ADVISORS, LLC → | RIA / FO | $551M | LUBBOCK, TX | CRD 131315 |
| DEDORA CAPITAL, INC. → | RIA / FO | $551M | NAPA, CA | CRD 177523 |
| MIRAMAR CAPITAL → | RIA / FO | $550M | NORTHBROOK, IL | CRD 290909 |
| NAPIER FINANCIAL → | RIA / FO | $550M | BRAINTREE, MA | CRD 336725 |
| NEW HOLLAND TRADING LLC → | RIA / FO | $550M | NEW YORK, NY | CRD 337695 |
| TERRAMONT INFRASTRUCTURE MANAGEMENT LLC → | RIA / FO | $550M | NEW YORK, NY | CRD 317282 |
| PINNACLE WEALTH ADVISORS → | RIA / FO | $550M | CLACKAMAS, OR | CRD 117517 |
| SNIDER FINANCIAL GROUP → | RIA / FO | $550M | BELLEVUE, WA | CRD 117392 |
| VARCOV CO. → | RIA / FO | $550M | DARIEN, CT | CRD 335143 |
| HARVEST INVESTMENT CONSULTANTS LLC → | RIA / FO | $549M | HUNT VALLEY, MD | CRD 110258 |
| IAS WEALTH MANAGEMENT, INC. → | RIA / FO | $549M | THE WOODLANDS, TX | CRD 112486 |
| MACK & CO. PARTNERS, LP → | RIA / FO | $549M | DALLAS, TX | CRD 324218 |
| STILES FINANCIAL SERVICES, INC. → | RIA / FO | $549M | EDINA, MN | CRD 117023 |
| MILLS WEALTH ADVISORS, LLC → | RIA / FO | $549M | SOUTHLAKE, TX | CRD 159251 |
| EXOME ASSET MANAGEMENT LLC → | RIA / FO | $549M | NEW YORK, NY | CRD 304585 |
| MAY HILL CAPITAL, LLC → | RIA / FO | $549M | COHASSET, MA | CRD 332076 |
| HAMEL ASSOCIATES,INC. → | RIA / FO | $548M | CENTER VALLEY, PA | CRD 107128 |
| CABLE CAR CAPITAL, LP → | RIA / FO | $548M | SAN FRANCISCO, CA | CRD 169234 |
| RANGE ROCK CAPITAL → | RIA / FO | $548M | WELLESLEY, MA | CRD 334203 |
| BIG LEAGUE ADVANTAGE → | RIA / FO | $548M | WASHINGTON, DC | CRD 291999 |
| CRUX WEALTH ADVISORS → | RIA / FO | $548M | LONG BEACH, CA | CRD 330731 |
| TRUEWEALTH ADVISORS, LLC → | RIA / FO | $547M | HOOVER, AL | CRD 298838 |
| CACHETECH → | RIA / FO | $547M | LOGAN, UT | CRD 327688 |
| RAYS CAPITAL PARTNERS LIMITED → | RIA / FO | $547M | CENTRAL | CRD 171821 |
| ADAPTIVE FINANCIAL CONSULTING, LLC → | RIA / FO | $547M | BEACHWOOD, OH | CRD 288185 |
| MONON WEALTH MANAGEMENT → | RIA / FO | $547M | CARMEL, IN | CRD 289413 |
| JET WEALTH ADVISORS → | RIA / FO | $547M | LA JOLLA, CA | CRD 333645 |
| BYRNE FINANCIAL FREEDOM, LLC → | RIA / FO | $546M | FRANKLIN, MA | CRD 167893 |
| MACH-1 FINANCIAL GROUP, LLC → | RIA / FO | $546M | ROGERS, AR | CRD 298195 |
| RESILIENCE MANAGEMENT → | RIA / FO | $546M | CLEVELAND, OH | CRD 157006 |
| 3 BOOMERANG CAPITAL, LP → | RIA / FO | $546M | GREENWICH, CT | CRD 326929 |
| LEGACY WEALTH → | RIA / FO | $546M | WOODBURY, MN | CRD 306732 |
| WELLINGTON SHIELDS & CO., LLC → | RIA / FO | $546M | NEW YORK, NY | CRD 149021 |
| WHITEGATE INVESTMENT COUNSELORS, INC. → | RIA / FO | $545M | CONCORD, NH | CRD 107732 |
| STEWARDSHIP ADVISORS, LLC → | RIA / FO | $545M | MOUNT JOY, PA | CRD 277099 |
| 25 FINANCIAL → | RIA / FO | $545M | SAINT LOUIS, MO | CRD 317916 |
| EVANS CAPITAL MANAGEMENT ASSOCIATES → | RIA / FO | $545M | BELLEVUE, WA | CRD 110699 |
| SELBY WEALTH MANAGEMENT → | RIA / FO | $545M | EMERYVILLE, CA | CRD 334084 |
| AMHERST CAPITAL MANAGEMENT LLC → | RIA / FO | $545M | NEW YORK, NY | CRD 174130 |
| SIERRA OCEAN, LLC → | RIA / FO | $545M | RIPON, CA | CRD 313829 |
| PENOBSCOT FINANCIAL ADVISORS → | RIA / FO | $545M | PORTLAND, ME | CRD 286211 |
| TSW II CAPITAL ADVISORS, LLC → | RIA / FO | $545M | CHATTANOOGA, TN | CRD 157380 |
| ONEASCENT FAMILY OFFICES → | RIA / FO | $544M | BIRMINGHAM, AL | CRD 323305 |
| NEWSTONE CAPITAL PARTNERS, LLC → | RIA / FO | $544M | DALLAS, TX | CRD 161068 |
| GOLDEN RESERVE RETIREMENT, LLC → | RIA / FO | $544M | DUBLIN, OH | CRD 283588 |
| GOODREID INVESTMENT COUNSEL CORP. → | RIA / FO | $544M | TORONTO | CRD 146982 |
| FAROL INVESTMENT ADVISERS LP → | RIA / FO | $544M | NEW YORK, NY | CRD 166565 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC → | RIA / FO | $543M | DANVILLE, CA | CRD 130931 |
| MARION WEALTH MANAGEMENT → | RIA / FO | $543M | MONROEVILLE, PA | CRD 315730 |
| PALUMBO WEALTH MANAGEMENT LLC → | RIA / FO | $543M | GREAT NECK, NY | CRD 306548 |
| PROSPERITY PLANNING → | RIA / FO | $543M | NORTH KANSAS CITY, MO | CRD 298268 |
| FOUNTAINHEAD FINANCIAL, LLC → | RIA / FO | $543M | CHICAGO, IL | CRD 150813 |
| HEADWATER INVESTMENT CONSULTING,INC. → | RIA / FO | $543M | MCMINNVILLE, OR | CRD 133009 |
| GRAVITALIX FINANCIAL → | RIA / FO | $543M | CORAL SPRINGS, FL | CRD 340206 |
| COMMON CENTS PLANNING → | RIA / FO | $542M | GLEN MILLS, PA | CRD 120131 |
| APHIAS CAPITAL, L.P. → | RIA / FO | $542M | SAN FRANCISCO, CA | CRD 336255 |
| JUNO FINANCIAL GROUP LLC → | RIA / FO | $542M | RICHMOND, VA | CRD 336362 |
| BEACON INVESTMENT ADVISORS LLC → | RIA / FO | $542M | GAITHERSBURG, MD | CRD 127368 |
| TANDEM FINANCIAL, LLC → | RIA / FO | $542M | GREENWOOD VILLAGE, CO | CRD 292565 |
| CIBOLO ENERGY PARTNERS, LLC → | RIA / FO | $542M | HOUSTON, TX | CRD 287596 |
| SHOREHAVEN WEALTH PARTNERS, LLC → | RIA / FO | $542M | RED BANK, NJ | CRD 308026 |
| AFFILIATED FINANCIAL ADVISORS INC → | RIA / FO | $541M | MILWAUKEE, WI | CRD 108154 |
| GETTINGS BUSCH WEALTH MANAGEMENT → | RIA / FO | $541M | LAFAYETTE, IN | CRD 306757 |
| ARISTIDES CAPITAL LLC → | RIA / FO | $541M | LOUISVILLE, KY | CRD 162368 |
| ANDALUSIAN CREDIT PARTNERS, LLC → | RIA / FO | $541M | NEW YORK, NY | CRD 324744 |
| NORTHMARQ FUND MANAGEMENT, LLC → | RIA / FO | $541M | LAKE OSWEGO, OR | CRD 150703 |
| RELATION WEALTH MANAGEMENT, INC. → | RIA / FO | $541M | TULSA, OK | CRD 329961 |
| VENREX INVESTMENT MANAGEMENT LLP → | RIA / FO | $541M | LONDON | CRD 324009 |
| COMPOUND FAMILY OFFICES, LLC → | RIA / FO | $541M | SARASOTA, FL | CRD 298776 |
| DIVIDEND ASSETS CAPITAL, LLC → | RIA / FO | $541M | RIDGELAND, SC | CRD 129973 |